The BAM School Podcast

Bob Brown talks about his business journey in buying and selling 20 companies and leading his business, American Asphalt Company, as a Christian CEO.

Talking to Strangers can make you rich if you start by adding value.  This is my first solo podcast and I explore some things that I have been thinking about Talking to Strangers and Adding Value.  

In the near future, I want to read both, Talking to Strangers by Malcolm Gladwell and The Power of Strangers: The Benefits of Connecting in a Suspicious World by Joe Keohane. 

To watch this podcast episode on youtube go to https://youtu.be/i-gXu_9mx-U

To learn how you can use talking to strangers and adding value to help you buy your own busy with very little out of pocket join us for www.theBAMSchool.com. We are starting Oct 4, 2021.  

Dr. Ray Wheeler is my guest on this episode of the BAM School Podcast.  He has been a pastor, author, professor, and businessman over the course of his career.  His knowledge and wisdom make for a great conversation.  I hope you enjoy it as much as I did.  

https://www.amazon.com/Lift-Practices-Consistently-Performance-Employees-ebook/dp/B08BKWD55D

https://www.amazon.com/Change-Paradigm-Jesus-Todays-World-ebook/dp/B010OLSIG2/ref=sr_1_3?dchild=1&keywords=lead+like+jesus+wheeler&qid=1624033805&s=digital-text&sr=1-3

Listen in as I talk to Matt K about Business for Transformation.  After a short stint as an analyst for a large consulting firm he has been a 25+ year practitioner of Business for Transformation.  Matt is a good friend who wants his life to count for the things that are going to count for all of eternity. 

Can you measure spiritual impact?  Should you measure spiritual impact?  We talk about these issues and more on this episode of The BAM School Podcast. 

The importance of measuring Spiritual Impact with James Waters of Eido Research.

https://www.eidoresearch.com/kif-b

https://www.eidoresearch.com/

https://www.linkedin.com/in/james-waters-37b52223/

Bonnie Truax and her husband retired when she was 43 and began to "slow travel" the world.  She writes at 43 Blue Doors with stories of their adventures and how to achieve FI or Financial Independence.  

www.43bluedoors.com

"There's always a way." ~Bonnie Truax

Erik Olson is a servant leader who helps clients meet their goals with financial planning.  I think you'll enjoy our conversation and it might just inspire you to do something wiser with your finances.  

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

Arete Wealth Planning LLC — A financial planning and investment management advisory firm

Erik C. Olson, CFP®, CKA®

Clients who seek our advice tend to be bright, accomplished people who continue to enjoy their careers and families, but who recognize they are facing a variety of consequential financial decisions beyond their own expertise. These commonly include retirement, Social Security and Medicare, investments, insurance, caring for aging parents, tax planning, estate planning, and education planning.   

The clients who choose us over other advisors tend to value our rigorous and comprehensive planning process, our research-driven low-cost investment approaches, our independence, the access we offer to investment options normally reserved for institutions and the ultra-wealthy, and the exacting care we take to ensure our recommendations are demonstrably offered as fiduciaries focused on clients’ best interests.  

A subset of our clients also want investment portfolios that reflect their values, whether spiritual, environmental, social, or otherwise. As such we offer investment portfolios tailored to these values, including Biblically Responsible Investing portfolios, various customized Sustainable Investing (ESG) portfolios, and particular Impact Investments.  We currently are identifying potential opportunities for clients to invest directly in various Business as Mission and/or Kingdom-Impact businesses.

Our firm is dually registered as a Registered Investment Adviser (RIA) and as a broker-dealer (B-D). The main benefit of the B-D registration is that we can offer some carefully curated private equity and private debt investment opportunities to investors who qualify, and yet under the RIA registration offer these at a discount, stripped of the commission.  

That said, I am committed to acting at all times as a fiduciary, and as such I work almost exclusively on a fee basis.  In very rare instances, and only after extensive planning and analysis based on the client’s specific circumstances, it may be that the best solution for a given client actually is a commission-based product. When that is the case, I carefully explain why, with full disclosure of any potential conflicts of interest. The client is then equipped to accept or decline that recommendation.

I am a Certified Financial PlannerTM (CFP®) practitioner, and have emphasized developing special expertise in retirement income planning, tax strategies, estate planning strategies, and factor-based investing.  Our core team includes my two assistants, and we are then backed by our firm’s compliance officers, investment due diligence team, and home office administrative support.  We also collaborate with various investment specialists, insurance experts, estate planning attorneys, and CPAs to provide you with carefully examined multi-disciplinary advice.

In most cases we meet with clients about four times annually, typically ranging from 45 minutes to two hours, either in person or online via Zoom.  The full annual cycle covers the gamut of c...

Adam Jones bought a castle in Germany in pursuit of being who God made him to be and fulfilling the call that God had on his life.  

He drops all kinds of wisdom bombs throughout the podcast including thoughts on becoming who God made you to be.  

You can connect with Adam on LinkedIn at https://www.linkedin.com/in/adam-jones-08344228/

and find out more about his organization at

https://www.theharborhouse.org/

Mike Baer is a Business as Mission Legend and uniquely brings together the theology and practicality of Business & Mission.  He is the founder of the Third Path Initiative and resides in the Blue Ridge mountains where he gets to take regular hikes with his wife and Callie the Flag Eating Dog. 

https://www.facebook.com/callietheflageatingdog/

https://thirdpathinitiative.com/

Roger Alves founded Scosche in 1980 in his garage in Ventura, CA. 41 years later they are a multi-national company and the leading phone mount brand in the US and Canada. Roger and his son Vince share the ups and downs of leading a large business with hundreds of employees and talk about their strong faith that undergirds it all.  www.scosche.com.