The Money, Balance, Joy Podcast

Michael Sakraida's guest is John Coyne, who is Chair of Ategenos Capital.  This podcast is for individuals and financial advisors.  Both will have a greater understanding of your journey for a Total Wealth life that Mike covered in his book, Money, Balance, Joy - Improving Your Life Story (Amazon).  And both will feeling calmer and more optimistic about their lives than they've probably have felt, lately.

John was generous enough to offer to help individuals find advisors who follow the Money, Balance, Joy approach, and help advisors better help their clients in today's investment and economic environment.  Just go to the ategenoscapital.com website and click the "Contact" button on top.

In this episode, Mike and John talk about the presidential election and other current life and investment issues that are causing a high degree of stress for people.  This includes the need for wealth management help that isn't that of the non-Boomers' Boomer fathers.  And this new approach - mirroring that spelled out in Money, Balance, Joy - also can help Boomers.  John's investment and political background give him great insight into the investing and market climate no matter who wins the election.  

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

[email protected]

Order Money, Balance, Joy - Improving Your Life Story

Our guest, Pam Kreuger, is an expert at evaluating financial advisors and recommending the right one for each individual or couple.  She is the founder and CEO of Wealthramp.  For years she had her own financial news show, and currently hosts a critically acclaimed total wealth podcast for women.
+ It is difficult for individuals to evaluate financial advisors
+ It is important to know the value elite advisors add for their clients
+ Advisor relationships are way different from that with other professionals
+ Avoid being inundated with advisors selling their services
+Take the next steps to seek the right advisor

https://wealthramp.com/ (For considering the next step to finding an advisor, including asking questions)

https://moneybalancejoy.com/  (For seeing a review of Money, Balance, Joy and a link to order it on Amazon)

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

[email protected]

Order Money, Balance, Joy - Improving Your Life Story

Our host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story, on Amazon.  Charles Alexander, our guest, is THE top facilitator for helping professionals reduce their hours worked, while delighting their clients even more.   And, yes, some of you can have a 4-day workweek!  You are a key part of our conversation, where:  1. You'll learn the simple process to significantly reduce your hours worked; 2. You'll be able to form or join a community of like-minded people to actually achieve this vital goal; and 3. Know the next steps to take, even if you're not sure you should reduce your hours worked (just kidding on that one). 

Resources mentioned in the podcast:  website (for info, podcasts, and explainer videos help); Charles' LinkedIn profile  (to sign up for the free group Q&A session, then the free actual 30-day game plan chat)
Mike Sakraida's email
Money, Balance, Joy website

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

[email protected]

Order Money, Balance, Joy - Improving Your Life Story

Our host, Mike Sakraida, wrote the highly acclaimed Money, Balance, Joy - Improving Your Life Story book on Amazon.  Mark Elzweig, our guest, is one of the best independent financial advisor recruiters in the United States.  You are a key part of our conversation, where:  1. You'll learn the four proven steps to join the right firm for you; 2. You'll be able to capitalize on the "sports agent" approach of an elite independent recruiter; and 3. Know the next steps to take, even if you're not currently looking to change firms. 
Resources mentioned in the podcast:  website  (for info, sign up for newsletter, and read related articles);   [email protected]  (Share your situation, even if not looking, and hear his initial thoughts)

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

[email protected]

Order Money, Balance, Joy - Improving Your Life Story

Our host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story on Amazon.  Bill Cates, our guest, is THE expert on helping financial advisors and other professionals obtain a strong and steady stream of quality client referrals.  You'll be the key part of an enjoyable conversation, where:  1. You will hear how you can be successful with client referrals, even if you've struggled with it in the past; 2. You will feel confident in your ability to become a client referral master; and 3. You will have a clear and easy next step to getting started on mastering client referrals. 
Mentioned resources for your next steps - website  (for info, newsletters, and podcasts); order book, The Language of Referrals ; and email Bill  (to share your situation and to have Bill orient you in the right direction)
Contact Mike Sakraida - email         Money, Balance, Joy website

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

[email protected]

Order Money, Balance, Joy - Improving Your Life Story

Our host, Mike Sakraida is the author of the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story on Amazon.This is a continuation of Michael Sakraida helping individuals, business owners, and financial advisors have more fulfilling and meaningful lives of money, balance, and joy.  Our Guest, Ryan Page, is the owner of Backpocket CFO.  He helps business owners have more money, balance, and joy through his fractional CFO service.

Numbers, and how they're handled, matter for a fulfilling life of money, balance, and joy.
+ Ryan's "aha" moment behind his mission to help people have improved life stories.
+ How this numbers help results in more revenue and fewer financial troubles.
+ Assessing if you need help with the numbers.
+ The benefit of a "stress test" approach with the numbers.
+ The free consultation to determine if you can benefit from help.
+ Listeners receive a 10% discount on already very reasonable fees (mention this podcast)

For one-page review or to set up the free consultation:   email  (for free one-pager, set up a talk, and to ask questions)
Website: backpocket-cfo.com  

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

[email protected]

Order Money, Balance, Joy - Improving Your Life Story

(<22 mins) Your Host, Mike Sakraida wrote the highly acclaimed - by many advisors - book, Money, Balance, Joy - Improving Your Life Story on Amazon.    This podcast episode's focus only is for financial advisors.  Our Guest, Mark Elzweig helps advisors have their own fulfilling life of money, balance, and joy.  This is the reason for today's podcast, with Mark.  Mark is by far the best advisor recruiter our Money, Balance, Joy author has known.

From this podcast, find out how a great advisor recruiter...
+ Make the other recruiters look like glorified cold callers
+ Provides great intel and help even if the advisor isn't looking
+ Will tell advisors to stay put if that is the best thing
+ Has a similar Money, Balance, Joy mission as the book
+ Assures a perfect match with the new firm
+ Is both a negotiator and due diligence manager for the advisor
+ Helps reduce the stress of evaluating and making a change
+ Helps advisor get started with managing their career

Podcast Resources
Mark's email
Mark's website & newsletter
Mike's email
Money, Balance, Joy website

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

[email protected]

Order Money, Balance, Joy - Improving Your Life Story

Our host, Mike Sakraida, is the author of the acclaimed book, Money, Balance, Joy - Improving Your Life Story on Amazon.  Our guest, Mark Elzweig, will discuss a remarkably simple and effective way we can overcome our fear of change.  This is for our personal as well as our work lives.  And, best of all, Mark will help us get to effectively implementing that change.

Podcast Resources
Mark Elzweig's email (for advisors to start a conversation about their current and potential firm for their advisory business)
Mark Elzweig's website (for advisors to sign up for newsletter and other helpful information)
Mike Sakraida's email (for asking questions)
Money, Balance, Joy website

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

[email protected]

Order Money, Balance, Joy - Improving Your Life Story

Your host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story  on Amazon.  Most people who are happy and fulfilled have some connection with their local or some other community.  Volunteering is a great way to make such a connection, and bring more joy in your life.  Our guest, Michael Drennan, was fortunate to learn this lesson early in his life.  Despite his substantial business success, he values his philanthropy and volunteering the most.
     + Volunteering is much more fulfilling than just donating money
     + Doesn't need to be a large time commitment
     + May lead to board positions
     + Do online searches for needed volunteers
     + Solve major "world" problems in your local area
     + Try family meetings to determine volunteer activities

Podcast Resources
Explore/donate to Philadelphia Orchard Project
Explore/donate to Awbury Arboretum
Mike Sakraida's email
Money, Balance, Joy website

Support the show

Ask Ategenos for advisor or advisor search help

moneybalancejoy.com

[email protected]

Order Money, Balance, Joy - Improving Your Life Story