The Prosperity Perspective

As a world traveler and someone who has spent time working with growth companies in Ukraine during the conflict with Russia, Petri Kajander brings his unique insight to this episode of The Prosperity Perspective.

Ever curious and always eager to lend his hand to help others around him, Petri shares why wealth is more than just what’s in your bank account or the fancy toys you own. It’s more about your mindset, peace of mind, and the limited, valuable time you have. 

Join Liam Leonard and Petri as they explore what it really means to be wealthy, the value of compound interest, why surrounding yourself with the right people is vital to success, and the biggest challenges for startups around the world.     

Key Takeaways

• Wealth is more than money. Stop comparing yourself to others and discover how to be happy within yourself.
• The biggest risk you will always face is doing nothing. You will always fail if you stay on the floor.
• Compound interest is a powerful tool to build your financial wealth over time. Start investing today, and let your money work for you.

Resources

https://www.petrikajander.com/

Petri's LinkedIn

Twitter

About Our Guest

Petri Kajander has co-founded startups, and worked with and helped many others globally. He has launched a Chairman as a Service solution to help ambitious entrepreneurs grow faster and thrive for success.

As an eternal optimist, he embraces change and gets excited about the new opportunities it brings. He surrounds himself with dedicated and inspiring people who solve complex challenges and build a better future in different walks of life.

His entrepreneurial drive finds him building growth companies, but also pursues other endeavors as well, including book writing, translating and publishing, barefoot running, founding a think tank, a TV-documentary and acting in a movie.

You can find him living in various locations (Europe so far), reading or writing, enjoying dark chocolate or jazz music. He also hosts the Talks with Petri and Purpose n’ Clarity podcasts.

Are you an entrepreneur? A leader? A visionary? You can do a lot of things, but it takes a team to fill out your strengths and weaknesses. Mike Zeller joins host Liam Leonard on this episode to dive into the lessons he has learned through 18 different business ventures.

With many flourishes and a lot of flops, Mike shares insight on why building a dream team with the right talent is his top priority. Everyone wants to feel that what they’re doing is meaningful, and he wants to attract the right talent to help himself and others find that fulfillment. From real estate to a socially-minded car dealership to biohacking, he’s on a mission to help people stop living small and discover their full potential.

3 Key Takeaways

• Build a dream team of talented people, and make sure they are in the right position.
• Stop playing small. You might strike out and fail along the way, but go for it, and you’ll discover your full potential.
• Invest in the right waves and allow their momentum to carry you through to success. 

Resources

Mike Zeller's social media handle:

@themikezeller

https://mikezeller.com/ 

The Genius Within by Mike Zeller

About 

Mike Zeller has explored the ins and outs of entrepreneurship through 18 different business ventures in a variety of industries, and is the author of the book The Genius Within. He’s always on the move to create, inspire, and mentor others to help them realize their full potential. 

 Leo Marte, the owner of Abundant Advisors, joins host Liam Leonard on today’s episode of The Prosperity Perspective to share his perspective on the investment ideology of being an entrepreneur. 

Leo’s where to start: as a solopreneur and as an entrepreneur with multiple employees, there are different strategies to pursue in the beginning. 

As a solopreneur, it's very easy to open a retirement plan. And the limits of the amount of money that you can put in are significantly higher than a regular employee has because you can contribute as both the employer and the employee.

As an entrepreneur with multiple employees, your math is a little bit more complicated because then you have to delve into discrimination testing and top-heavy testing. You have to make sure that your high earners are not solely taking advantage of any retirement plan and then your low earners are not. The IRS rules have been created so that everybody can partake in the plan, but that also has a significant cost that is added to the business owner.

3 Key Takeaways

• Start investing in simple things like 401k’s and Roth IRAs.
• Entrepreneurs: traditional investment strategies could help you manage some of the risks inherent in running your own business.
• Proceed with caution if you're going into any sort of esoteric investment strategy (i.e. crypto, AMC, Gamestop)

Resources

Abundant Advisors website

About Leo Marte

Currently resides in North Carolina, where his wife and him are raising two beautiful children. He is a CERTIFIED FINANCIAL PLANNER™, the gold standard of financial planning expertise. 28% of advisors in the U.S. hold this designation, and only 4% of CFP® professionals are Hispanic or Black. He holds a DACFP Certificate in Blockchain and Digital Assets, the only certificate program designed for financial professionals. Graduates of the program gain the essential knowledge and understanding of blockchain and digital assets and are able to provide investors with the advice* they need about this new and transformational asset class. 

Abundant Advisors is a fiduciary, fee-only, and virtual advisory firm, serving clients locally and across the country.

Are you building net worth, or are you growing your cash flow? Stephanie Walter of Erbe Wealth joins Liam Leonard to discuss how she changed her life when she changed her mindset. They discuss her pivot from insurance agency to real estate to ultimately syndication, which is a group of people who invest together that has shown her far greater returns.

How did coaches and networking help her find new avenues along the way? What is the starting point for someone looking to transition into real estate from other industries? What if you’re too old to start a new investment opportunity or change career paths? Stephanie answers these questions and more on this episode of The Prosperity Perspective.   

3 Key Takeaways

• When you change your mindset, you open yourself up to new horizons and opportunities that were invisible before. 
• Mentors and networks can help nurture you beyond who you are today. Look for good people who want to help you grow.
• Real estate syndication can accelerate your wealth beyond just standard family properties. Don’t know what syndication is? Learn.

Resources

Erbe Wealth website

About 

Stephanie Walter is the CEO of Erbe Wealth, focusing on helping members of her 15%+ community realize a consistent annual return on investment of 15% or more, sometimes much more. Starting her career as an insurance agent in 2005, she slowly moved into real estate over the next several years and ultimately sold her company, focusing now on real estate syndications.

Set yourself up for financial success by narrowing your criteria and making a list of what you want from your investments with today’s guest, Chris Odegard, on this episode of The Prosperity Perspective. Join Liam Leonard as they discuss how and why you shouldn’t trade your time for money and get to a place where work is a choice, not a necessity, from this prolific investor.

3 Key Takeaways

• You don’t need a background in business to invest in real estate. But you do need to research the resources available to you. 
• You need to look into whether or not you can do an in-service transfer–even if it sounds too good to be true.
• Get yourself to a place where you can work but it isn’t a necessity.

Time Stamps:

[0:45] Guest Chris Odegard introduces himself and his unique background in entrepreneurship

[5:10] How did Chris determine he wanted to shift assets from his 401K to a real estate journey?

[7:40] Chris learns about the value in an in-service transfer

[8:50] Chris explains his strategic framework as he started to make investment decisions

[11:20] Focusing on the importance of time shaped how Chris made his investments

[14:05] For those looking to get into real estate, Chris lays out a good place to start

[15:33] What were some of the biggest real estate investment benefits for Chris? 

[17:05] Chris talks about the most exciting investment opportunities for him today 

Resources

Chris’ website: theprolificinvestor.net

Chris’s article: Three Ways to Get Started in Real Estate

Chris’ book: Get off Your A$$ and Manage Your Money: Why You Need Alternative Investments 

YouTube

LinkedIn

Western Wealth Capital

Rich Dad, Poor Dad by Robert Kiyosaki

About Chris Odegard

Chris Odegard is The Prolific Investor. Chris is an average guy who had a white-collar job in the corporate world and followed the only thing he knew for decades, conventional wisdom and conventional investments. This worked relatively well until 2009, when he experienced an illiquidity event where he lost 55% of his assets and thousands of dollars per month in cash flow. Then, Chris read Robert Kiyosaki’s Rich Dad Poor Dad, and his mind was opened to a different type of investing, investing in real assets and private deals mostly insulated from the volatility, risk, and taxation of the stock market.

In just nine years, Chris recouped the 55% he had lost and multiplied it many times over and now shares his experience and knowledge with you through his book Get Off Your A$$ and Manage Your Money: Why You Need Alternative Investments and his alternative investment blog at TheProlificInvestor.net.

Philip Hill takes a seat with Host Liam Leonard to relay the hard truth: If you’re thinking about an acquisition or startup but don’t have the money to do it, that’s no longer a valid excuse. Get Philip’s strategic framework around beginning at square one, including real estate and “using others’ money.” From marketing expert to real estate agent, hear how this entrepreneur proved you can begin to build your profit portfolio ANY time on this episode of the Prosperity Perspective.

3 Key Takeaways

• You can find people who will want to give you their money for an investment. Stop using money as an excuse for not trying that startup. 
• Try to pick projects that will fit within your ecosystem, including the processes you already have in place. 
• Learn to accept your weaknesses and don’t be afraid to delegate that work so you can focus on utilizing your strengths. 

Resources

Website: purebredmarketing.com

Instagram

LinkedIn 

Bigger Pockets (real estate resource)

About Philip Hill

Philip started his first business in college and then launched a number of other businesses in his 20s, most of which were e-commerce stores or at least that revolved heavily around online lead generation. At age 26, Philip launched a digital marketing agency that in the last 4.5 years has helped scale over 100 companies from startups to multi-billion dollar giants. He also invests in real estate properties including rentals, fix and flips and is now getting into commercial development.

Guest Brian Luebben tunes in from his year-long, around-the-world traveling plan to tell host Liam Leonard how he achieved his dream life goal in a handful of years. He shares his biggest advice to those looking to get out of the corporate world and start doing what matters personally. Hear how coaching and mastermind classes are the BEST ROI you can invest in, and start building a life that you don’t need a vacation from on this episode of The Prosperity Perspective podcast.

3 Key Takeaways

• Don’t hesitate to invest in your mindset and network, even if it feels a bit expensive. They’re the best ROIs you will invest in.
• Define your ideal life goals first. Then, work backwards from there to build a plan. 
• While real estate was a primary income choice for brian, you don’t necessarily need to make all passive income to meet your lifestyle goals. 

Resources

Vivid Vision by Cameron Herold

Brian’s Podcast: Action Academy Podcast

Website: brianluebben.com

About 

Brian Luebben is a Real Estate Investor and Entrepreneur out of Atlanta, Georgia. While in college he built his first company (GreekBeats DJ/Entertainment) that allowed him to graduate debt-free. Shortly after graduating – he made it to the top of a Fortune 500 Company in their Sales Organization, only to realize quickly that “Retirement at 65” and corporate life simply was not for him. He now runs a successful podcast “The Action Academy” where he talks to seven, eight, and nine figure entrepreneurs on how to earn freedom in life and business. Through the podcast and cash-flowing real estate (via his company Sexton Property Group) he now has generated enough revenue via remote income sources to earn him Financial Independence to do what he wants, when he wants, with who he wants.

Host Liam Leonard invites expert–and he means expert–franchising advisor on this episode of The Prosperity Perspective Podcast. As a top 1% franchise broker and franchisee himself, Jon Ostenson relates the trends he sees in today’s market (the areas of focus might surprise you) and advises those considering a franchise on where to start–and how starting one could boost your exit plan exponentially.

3 Key Takeaways

• While the semi absentee franchise model is still proving helpful, you may want to consider a different approach.
• Franchisement may be your answer for creating a healthy exit. 
• Keep your eyes open to what is creating interest in the market today; it may not be in the food industry. 

Resources

Visit their website, franbridgeconsulting.com (sign up for their newsletter to stay in the loop every month!)
LinkedIn
Facebook

About

Jon Ostenson Jon is a top 1% national franchise broker, investor, author, and international speaker specializing in the area he has coined as ‘Non-Food Franchising’. Having served as the President of an Inc. 500 franchise system and now as a multi-brand franchisee, himself, Jon is uniquely positioned to educate others on franchising and franchise selection. 

Jon serves as CEO of FranBridge Consulting and has helped thousands of entrepreneurs and investors explore business ownership and investment opportunities. Jon is the author of ‘The Book on Non-Food Franchising’’ and is a frequent contributor and thought leader for publications on the topic of franchising and franchise investments. Prior to FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200+ locations.

Guest Scott Aaron shares about having to run his family business for two years while his father was incarcerated– and then actively declaring bankruptcy of that business shortly after acquiring it as an adult. Yet, Scott shares how it was his failures that led him to create the online business that he not only loves but is not required to commit all of his time to today. Host Liam Leonard invites you to hear Scott’s top business venture advice on this episode of The Prosperity Perspective podcast.

3 Key Takeaways

• If you’re starting a business, you NEED to do thorough research to understand the wants of your ideal client. Don’t approach them with what you THINK they need. 
• Sometimes your business ventures are going to fail; don’t discount the real-world experience your failures have brought you. 
• Be willing to take that leap of faith and trust in your abilities as an entrepreneur in order to try something that you’re passionate about. 

Resources

Scottaaron.net

thetimetogrow.com

Podcast: Networking and Marketing Made Simple 

LinkedIn

Facebook

About Scott Aaron

Internationally acclaimed and award-winning online marketer, 3x best-selling author, top podcaster, and speaker Scott Aaron is the go-to specialist when it comes to converting traffic, establishing connections, generating leads, creating sales, and building personal brands–all using LinkedIn.

Fully immersing himself in learning LinkedIn and social media strategies, Scott quickly gained traction as a leader in generating big results for other entrepreneurs, online business owners and business coaches.

Scott is passionate about helping fellow entrepreneurs achieve success while building their own network organically and without complicated and costly marketing tactics.

His program has helped thousands experience explosive growth following his proven system and strategies.

People-focused and result-driven, Scotts strategic approach to teaching others how to create wealth online and organic traffic is the game changer when it comes to competing in a saturated digital world.

Find the proof that you don’t have to create excessive wealth in order to cover all personal and family liabilities and become financially free. On today’s episode of The Prosperity Perspective  host Liam Leonard is joined by Terry Dry to talk about his unexpected entrepreneurial ventures and how he secured a FEELING over a physical manifestation of financial stability, starting with his two-year-old’s most expensive college options.

3 Key Takeaways

• You don’t need to make an excess of money to become successful and financially free. Terry reminds listeners that he was never abundantly wealthy.
• Don’t overestimate your “textbook” investment options. For Terry, these enabled him to pay for his children’s college as well as other major living expenses. 
• Consider what finances would be required to take care of the liabilities that cause financial stress in your life. Get a financial advisor to help you remove these FIRST. 

Resources

LinkedIn 

Website: futureproofadvisors.com

Twitter

About Terry Dry

Terry Dry is an award-winning marketer, entrepreneur, strategic advisor, CEO, and executive coach. As the founder of Future Proof Advisors, Terry specializes in advising mid-market businesses and their executive teams on how to overcome barriers that inhibit growth.

Regarded as a “pragmatic visionary," Terry is best known for pairing innovative thinking with practical solutions that help organizations transform their operations and achieve meaningful success.

Not only does Terry advise existing companies, but he also builds and transforms his own ventures. Most recently, he co-founded, scaled, and then profitably exited, RSVD, a SaaS business that provides digital capacity management solutions for retail, food, and hospitality industries.

Terry is a consumer engagement pioneer, who prior to Future Proof Advisors, co-founded and scaled Fanscape, one of the first-ever social media marketing agencies, which he grew from an initial $10K investment to an eight-figure acquisition by Omnicom (OMC: NYSE). Terry began his career in the music industry, culminating with his role as VP, Artist Development at Interscope / A&M Records (Universal Music Group).