The Modern Financial Podcast

HIGHLIGHTS

• Create opportunities: Open up conversations and have an open mind
• Think of the upsides and attract success
• Get creative because win-win situations come in all shapes and sizes

QUOTES

Andre: "Just being open-minded, we want to be willing to listen and hear things out without coming to conclusions. Let people talk and hear the whole thing out. And what you're going to find is there's a ton of opportunity in there."

Andre: "Do we ever train ourselves to think gosh, what if this goes right? What would it be like? We always go directly to, well, if this goes wrong and that goes wrong. But what if this goes right and that goes right? Would that change the trajectory of your life and the whole situation that you're in and the possibilities of this opportunity? Heck yeah, it can."

Andre: "Any time you're going to grasp opportunity, you're going to go for growth, there's a little bit of risk and vulnerability in anything you do, and that becomes a part of being an entrepreneur. So we have to learn that and know that on the onset."

HIGHLIGHTS

• Money: To make more, you need to invest in yourself
• Fear and uncertainty are indicators of growth
• Surround yourself with good people and find a mentor
• Commitment and discipline: Start by writing them down
• Failures are part of success

QUOTES

Andre: "The first thing you need to do is invest in yourself. Get some education. Get some mindset education. Look at different ways that you can learn and grow. You're listening to podcasts, that's one thing that's great. Getting a coach would also be something that's pretty good. You need accountability."

Andre: "Doubt and fear, when I start to have that doubt and that fear, I know that that's where I have to go. And the reason I don't want to go there generally is because I'm a little bit uncertain on what the outcome can be. But when that fear is there and the uncertainty is there, that's where I have to go."

Andre: "Find a mentor. Find somebody that you can go to and you can just have conversations with and, oftentimes, those mentors that are out there, they don't realize they're mentoring you. Sometimes they're just talking with you or sometimes they'll even push back."

Andre: "We have to go after our dreams in ways that most people aren't willing to. If you want to have the life that's in your mind that you feel you deserve and that you should have, you have to do things that other people aren't doing."

HIGHLIGHTS

• Sean Badding, President of Everlasting Service
• Ron Viggiano, Owner of Austin Taylor Custom Men's Clothing
• Winston Correll, Owner of Correll Industries
• Scott Martin, Founder of Groundswell Origins & Host of Groundswell Marketing Podcast
• Cord Burner, Financial Advisor at Mod Financial
• Robert Hodges, SVP of Land Banking at CalChoice Investments
• Anna Felix, Smart Money Strategist at MOD Financial

HIGHLIGHTS

• Listen to actions not words to recognize saboteurs
• Follow your instinct and let go of people despite emotional ties
• Draw from your inner strength to maintain good relationships

QUOTES

Andre: "We have to be mindful and conscious of what we hear and are we really hearing what we want to hear or what's being said to us. There's two different types of listening, so sometimes we have to look past the words to see what the actions are."

Andre: "We always know instinctively what the right thing to do is, the hard thing is to do it. So when you run across this situation, in your mind you go, gosh, I know what to do here but you're struggling, then you have to do it. You already know."

Andre: "I want to keep a friend, not a foe, and keep the relationship there because it's a small world. Why have an adversarial relationship with somebody in a small world? Doesn't make any sense to me."

HIGHLIGHTS

• Seeking financial advice and finding no help
• Becoming the financial advisor she never had to empower women
• Working with women for tax-free retirement

QUOTES

Anna: "One of the guys I met with, the last one I met with, this is what he literally said to me and I just couldn't even believe it. He said, I don't have time to answer your questions. This is what I handle. I'll take care of this, you go marry a rich guy, and you'll be fine."

Anna: "With a 401k, if you're not 59 and a half, you're paying taxes and fees to access that money. And women need that flexibility because of the nature of the things that they end up having to take care of in their life. It's really important to have a fund that they can tap into if they need to."

Reach out to Anna by checking the following links:

• LinkedIn: https://www.linkedin.com/in/annafelix-smartmoney/
• Website: https://www.modfinancial.com/
• Email: [email protected]

HIGHLIGHTS

• Land banking: An alternative investment or the choice to become wealthy?
• Land does not depreciate, it's the assets on them that do
• Get multiple benefits by diversifying into land for as low as $40,000

QUOTES

Robert: "Every wealthy client that I have has land in their portfolio. So is it really an alternative investment or is it an investment of choice of the wealthy?"

Robert: "We're a for profit company, we got to be able to make our money to stay in business, and still deliver that parcel to our clients at at least 20% below what other things around it, zone the same, have already sold for."

Robert: "Wouldn't it make sense, and we're not saying take all of it, a portion of that money that's sitting at all-time highs right now, and move it over to an investment that is not as adversely affected in a downturn in the market?"

Reach out to Robert by checking the following link:

• LinkedIn: https://www.linkedin.com/in/robertghodges/
• Website: https://www.calchoiceinvestments.com/
• Email: [email protected]
• Phone: 530-308-2790

In this episode of The Modern Financial Podcast, Andre discusses one of the most important things when creating a business with many employees: culture. When a feeling of connectedness is felt, people simply do not leave, even if better opportunities come up. Culture also influences externally, as clients become repeat customers based on a company culture they identify with and support.  

HIGHLIGHTS

• A company culture of connectedness makes people stay
• Excellent culture nurtures multiple repeat customers 

QUOTES

Andre: "If you provide a cultural environment where they feel connected, when people are connected to the synergies, and everything is in alignment, they don't leave for money. It's not about the money because now they feel inside that this is their home."

Andre: "The numbers are the numbers. I get it. But I tell you what, the culture drives those numbers. And the culture will take those numbers exponentially to another level because now that sense of ownership is going to turn a customer into a client who's going to continue to do business with you multiple times over."

In this episode of The Modern Financial Podcast, Andre discusses how to find great business opportunities. He takes his own venture into the aviation charter business as a prime example of how he gets what he wants, provides a service that others need, and improves upon it to make it better for all stakeholders.

Andre shares his ideas in expanding the business and creating ownership within the members of his organization. He talks about being relentless and the steps you can take to go for what you want and ultimately succeed, beginning with how to get in the right mindset.  

SHOW NOTES

HIGHLIGHTS

• Opportunities lie in things you like and making them better
• Recognize an opportunity, capitalize, and let specialists do their job
• It's now how, it's who: Leverage the resources around you
• Overcome fear and doubt and have a game plan

QUOTES

Andre: "Think about some of the things that you're involved with on a daily basis, weekly basis, or every now and then, and as you look at those things, when you're having a good time and you think, God, this would be a really cool business, keep digging further."

Andre: "I think that's one of the most important things for entrepreneurs to realize is sometimes we get in our own way, meaning that we want to be able to do everything and we want to take the time to try to learn everything before we do anything. And you can't always do that."

Andre: "You're always going to find resistance and you're going to find some friction in some areas. Sometimes it could be people, sometimes it could be family, sometimes it could be the government, it can be the environment. There's going to be friction and you just have to be ready and prepared for that friction in advance."

In this episode of The Modern Financial Podcast, Andre features Cord Burner, financial advisor at Mod Financial. Cord shares his amazing story of growth from working a blue collar job to reinventing himself, while failing along the way, into his position as a financial advisor. 

He shares the renewed purpose he now has in helping families make their money work for them and to provide legitimate options to have a tax-free retirement. Cord shares this amazing purpose of dream building with others is what makes his career so rewarding and why he hopes to reach more people and help them fulfill their dreams too. 

HIGHLIGHTS

• Making the radical change from loading semis to financial advisor
• Experiencing failures but momentum resulted in massive success
• Finding purpose in providing families financial freedom
• Stay updated on financial opportunities and market changes

QUOTES

Cord: "You can either do what you hate doing forever, or you can make that choice and figure out what you want to do and create purpose behind it. So we got fortunate enough to fall into you guys and kind of the rest is history."

Cord: "When working with us and doing the work upfront, you can actually legitimately and safely have a tax-free income within retirement, meaning zero tax."

Cord: "I don't know anywhere to where you can make money by helping others make money and ultimately get to their dreams. I mean, we literally get to dream build with people every single day."

Reach out to Cord by checking the following link:

LinkedIn - https://www.linkedin.com/in/cord-burner-49008b108/

In this episode of The Modern Financial Podcast, Andre discusses what it means to be successful as an entrepreneur. He shares the entrepreneur's motivations and the mindset needed to remain resilient amidst constant challenges. He also talk about the roles of intuition and manifesting success.

Andre also talks about knowledge and how being informed helps keep an entrepreneur sharp and open to opportunities. Business models can and will change, and being able to pivot into the right direction at the right time can lead to massive success. So stop procrastinating and be a doer today!

HIGHLIGHTS

• Success: A result of commitment and discipline
• Invest in yourself and manifest success, not failure
• Learn from Amazon: Take opportunities as they come
• Commit to now and be a doer

QUOTES

Andre: "If we want to sit and dwell upon the things that can go wrong, everything will go wrong. But if want to sit and kind of manifest the things that are going to go right, things will go right. It's kind of the nature because we're going to make decisions based upon our emotional state."

Andre: "If you can have an idea, something you're excited about that has meaning and purpose to you and you feel that it's going to have meaning and purpose to other people, you got to jump in and go. Don't wait. It's now time. Let's commit to now."