Richer Soul

Money Learnings: school didn't teach Jonathan about money. His parents taught him to be charitable and also to worry over money.

Take away: Focus on the numbers. Action step: Create your balance sheet, profit and loss and cash flow statements.

Bio:

Jonathan Ankney works with service business entrepreneurs to help them grow their businesses by giving them clarity about what the numbers reveal about how their business is doing and partnering with owners as their chief financial officer. His work includes preparing and interpreting financial reports to make informed decisions, setting up tailored financial systems to meet the business's needs, training staff and owners on how to use the systems for consistent and accurate results, and relieving owners of the minute and boring details of making finance work smoothly. Jonathan also runs a financial education blog at YourMoneyAndYourBusiness.com with videos, documents, and training courses to help businesses become more profitable as well as explain financial tools and concepts in non-technical language, tapping into his journey from musician to financial executive to bridge the gap for his audience. He is especially passionate about keeping the focus of everyone and every financial activity on profitability instead of taxes. He is an active Toastmaster, an avid bicyclist, and serves on both the vestry and the finance committee of the parish of Calvary-St. George's in Manhattan. He graduated from Binghamton University in 1994 with an MBA in finance and arts administration. https://yourmoneyandyourbusiness.com/richersoul/ http://www.sbcfo.com/ Show notes: https://wp.me/p43fRN-e8

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!

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]

Music: https://www.bensound.com

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

Bio: Justin McMillen is a recovery advocate and treatment consultant who specializes in abstinence based recovery and wellness. After years of battling personal addiction, McMillen muscled his way to a healthy sober life. Set on helping others facing addiction he established Tree House Sober Living in 2008 and in 2013 McMillen founded Tree House Recovery, a male-only recovery partial hospitalization facility with locations in Southern California and Portland, Oregon.

McMillen and his team of treatment addiction counselors, team leaders, therapists, and physical health specialists provide an innovative medication-free process to treat addiction that is comprehensive, effective, and sustainable.

Tree House Recovery's innovative approach to addiction treatment focuses on the mind/body connection to build sustainable, healthy lives. Their eight interconnected modalities work together to treat the whole person. The cumulative result is a highly effective program focused on healing the individual.

At Tree House, abstinence is simply a jumping-off point. In order to sustain change, men are encouraged to find lives that they are excited to lead. The Tree House team is a highly collaborative unit that works together to offer each client the most effective care available.

Over the many years spent working with thousands of recovering addicts and alcoholics, McMillen began to understand the inherent flaws in the treatment industry, primarily the disheartening fact that this field had come to accept very low standards and outcomes of care. The behavioral health field's failure to treat this massive social epidemic with even moderate success was the catalyst for Justin's vision that became Tree House Recovery.

Tree House Recovery uses a creative variety of today's most successful approaches, which provide their clients with a highly structured and intensive program featuring individual and group counseling, literary therapy, experiential therapy, exercise therapy and personalized treatment plans.

McMillen is a true visionary with a steadfast commitment to bettering the world around him. McMillen's plan for Tree House goes far beyond their facilities; his work includes transforming the way substance abuse treatment is thought about, talked about, and conducted across the nation.

Money Learnings: Justin grew up in a small farm town in North Dakota. He was always around hard working people. Justin always had the chance to work and earn money as a kid. He learned money was a tool. What do you want and how can you get it through work. When you do your best, money follows. Justin is intentional in teaching his kids about work and money.

Take away: With effort you can make a massive change in your life in a short period of time. Action step: Ask yourself the question of why in every part of your life. Why are you doing what you do. Why do you believe what you believe. Is it serving you? Show Notes: https://wp.me/p43fRN-e1

For more information, please visit: www.TreeHouseRecovery.com

Follow on social media: @TreeHouseRecovery Tree House Recovery SoCal: Facebook, Instagram

Tree House Recovery Portland: www.treehouserecoverypdx.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!

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]

Music: https://www.bensound.com

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

Money Learnings: J.D. grew up very poor for where he was and who they were. His family were farmers who lived in rural Oregon for over 100 years. His dad was always starting businesses. They relied on charity sometimes for food and clothing. His school did provide a good financial education.

Take away: Be clear on your mission in life. Action step: If you don't have a life plan it's time to start working on it, if you do it's a great time to review it and make updates. Show Notes:Richer Soul 65

Bio: J.D. Roth is an accidental personal-finance expert. For years, he was deep in debt and struggled to get by an average American salary. Eventually, he stopped looking for easy answers and started doing the hard work necessary to turn his financial life around. Along the way, he documented his progress at GetRichSlowly.org, which he started in 2006. That site grew to become one of the biggest money blogs on the internet. Today, twelve years later, J.D. is still learning about money -- and still sharing what he learns with Get Rich Slowly readers.

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!

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]

Music: https://www.bensound.com

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

Money Learnings: Leigh's family was in business and they always had money. Leigh saw money as freedom and started earning money from an early age. Leigh has two young kids and is just starting to teach them about money. He wants to ensure they don't have a scarcity mindset.

Take away: Take the time to know your purpose and build a life you desire. Action step: Spend a few minutes every day thinking about what you want in life.

Show notes:https://wp.me/p43fRN-dH

Leigh Martinuzzi is the author of The Ultimate Life Map and founder of The Hidden Why. He is a philosopher, thought leader, mentor, author, speaker, researcher and student of psychology, neuroscience and human behaviour. He is passionate about creating meaningful lifestyles – lives that dissolve suffering and regret in favour of liberation, fulfilment and happiness. As an expert in lifestyle design, leadership, productivity and self-awareness he inspires, educates and assists other via speaking, mentoring, writing, and podcasting. He has a background is marketing, management, human behaviour, executive leadership, sales, teaching and hospitality. He lives on the Sunshine Coast, Australia.

You can visit him online at thehiddenwhy.com or leighmartinuzzi.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!

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Music: https://www.bensound.com

Money Learnings: Mihaela grew up under communism in Yugoslavia during the civil war. Her family was divided over communism. Her dad was an entrepreneur. Mark grew up thinking his parents were weird. His parents were super frugal. Mark was surprised delivering food to the poor and they had more than his family. Mark received an allowance for doing chores. He wanted more so he found ways to earn more money. He started saving at an early age. School didn't teach Mark about money but about status. Take away: Things are not going to make you happy. Happiness comes from within. Action step: Where are you spending money and not receiving joy from it. Go back through your purchases over the last 90 days by looking at your credit card or bank statements and ask yourself if it was worth it?

Show Notes: https://wp.me/p43fRN-dA

http://moneyformeaning.com

Mark Lancia and Dr. Mihaela Jekic help guide people down the road toward financial freedom decades before traditional retirement age by helping them make the space to discover their own unique callings in life. This leads to eliminating peripheral waste and building a financial springboard – so we can take risks, start businesses, pursue our passions, and clear the path to true meaning and purpose in life.

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!

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]

Music: https://www.bensound.com

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

Money Learnings: Vinny grew up in India as one of 6 kids with very humble beginnings. He wanted to come to the land of opportunity, the USA and he arrived with $7. His kids started with humble beginnings and watched their parents wealth grow. His son has not taken money from them since high school. Vinny's kids live a very simple life.

Take away: Life happens for you, how can you smile in the face of adversity. Action step: What can you do to invest in yourself? Show notes: https://wp.me/p43fRN-du http://www.vinneychopra.com [email protected] https://twitter.com/vinodsmiles https://www.facebook.com/VinneyChopra/

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!

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]

Music: https://www.bensound.com

Take away: Real Estate can lead to a life of happiness and abundance. Action step:Look into the different ways that you could be involved in real estate and see if this path to wealth makes sense for you. Money Learnings: Joshua didn't learn about money through school. He learned all the wrong lessons early. Money seemed to always part of the discussions at home and without money your lifestyle can be severely restricted. He learned over time that money is a tool. Joshua does not to talk to his kids about money from a scarcity mindset. He takes his kids around and shares the details of his real estate projects. Link to show Notes: https://wp.me/p43fRN-dm Bio: Joshua is professionally affiliated with Benjamin Oller & Gaurav Gambhir with The Condo Shop; Ian Walsh, Jason Balin & Chris Haddon of Hard Money Bankers; and Josh Hertz with Helpful Home Buyers. He is also blog contributor for http://hardmoneybankers.com/real-estate/ & https://www.biggerpockets.com/ and a coach for The Trifecta Investment Model. For 10 years Josh has been a full time real estate investor. His career began with a wholesaling company called WeBuyHomes2Fix.com, completing 8-12 transactions per month from 2007 through late 2010. In August of 2010 he started Atlas Property Management with his partner, Ian Walsh. Together they developed the business over a 5 year period; starting from 27 initial units into a company with 19 employees and 632 units under management. In September 2015 they sold the company to TCS Management. In 2013 Josh began working with overseas investors providing a turn key style investment and by August of 2015 he founded Turn Key Philly to provide hands free investments to location, national, and international investors. Earlier this year he merged with TCS Investments to build and grow the turn key model. Joshua's passion for real estate started when he bought "The Carlton Sheets No Money Down" education product at age 16. "I love the real estate investing business; everything from sourcing properties to finding tenants, renovating houses, and creating great investments gets me jumping out of bed in the morning." In his private life, Josh is happily married to his best friend. They share a suburban home in Philadelphia with 3 young children. His hobbies include coaching youth wrestling, science fiction novels, wood working, and spending time with family and friends Connect with Joshua at realestatetheeasyway.com or https://www.facebook.com/TCSInvestments/

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!

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]

Music: https://www.bensound.com

Take away: There are certain psychological behaviors we need to understand and overcome to master control over money. Action step: Start having money conversations in your family - and look at your self in the mirror. Money Learnings: Daniel's dad is a financial advisor so he learned a lot about money growing up. School didn't teach him much about money. Debt was a 4 letter word in his house. They ate beans and rice to pay off the house by 35. Daniel's daughter wants to be a financial advisor when she grows up. She learns by watching the actions of her parents. Show Notes: https://wp.me/p43fRN-de

Bio:

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into Japanese, Chinese and Vietnamese.

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!

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]

Music: https://www.bensound.com

Fritz is the founder of The Retirement Manifesto, the 4th fastest growing personal finance blog in the world. The site is dedicated to helping people achieve a great retirement. He's planning on retiring in 2018 at the age of 55 with his wife in a cabin in the Southern Appalachian mountains. He's had a diverse career during 30+ years in Corporate America, and currently works as a commodity trader negotiating international trade deals.

http://www.theretirementmanifesto.com/

Money Learnings: Fritz was fortunate to have a great role model in his father. He grew up middle class in a family that lived frugally and enjoyed life. He learned by watching actions versus direct conversations. Fritz has been intentional with raising his 23 year old daughter. They focus on building memories versus material goods. He has set up an automated savings plan for his daughter. Take away: It's okay to spend money creating memories. Action step: Start researching into a part of your life you want to see change.

Show Notes: https://wp.me/p43fRN-d8

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!

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Music: https://www.bensound.com

Invest in real estate, retire early, do what matters.

Money Learnings: Chad's dad was an entrepreneur and his mom was a dentist. They had money growing up and by watching his father's business he was able to see success and failure. The conversations around money were very transparent. Chad is teaching his kids deliberately about money and instilling a work ethic and to be thankful for what they have. He is focused on teaching them gratitude.

Take away: Take the time to be self aware of your skills and be purposeful with your desires and dreams. Action step: Explore how real estate can fit into your wealth plan. If you already are involved what other niches can you explore? Link to show notes: https://wp.me/p43fRN-cW Check out Chad's site: https://www.coachcarson.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!

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Music: https://www.bensound.com