The Purpose Matrix

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Joe is the active Managing Director at Blueline Ventures, a middle-market business acquisition company that he founded in 2019.  Joe also calls himself privileged to serve as both the CEO of VirtuAlly, a rapidly growing telehealth company. Joe’s core strengths lie in strategy execution, organizational transformation, and program and change management. Experience in large organizations and in entrepreneurial settings with a proven ability to drive strategic, large scale, global initiatives and to manage and motivate worldwide teams. Outside of business, Joe treasure’s authenticity, thrives in uncertainty, and is fueled by adventure!
 In this episode, we discuss: 

·         Why Joe shifted from management consulting and W-2 employee to buying businesses. 

·         What to look for when buying a business, Joe’s “buy-box”

·         The responsibility of buying a business to the seller’s legacy, and to the employees.

·         The comparison of buying businesses vs. buying real estate.

·         How to run your business, and how to structure it to sell in the future.

·         Some of the amazing trips and experiences Joe has shared with his family.

·         Why doing fitness challenges helps Joe in all areas of life including business.

·         Joe’s new fund and opportunity for investors.

·         Joe’s responsibility of owning businesses with 100’s of employees.

·         Joe’s family motto of “Leap and the net will appear” 

·         Several book recommendations that have been instrumental in Joe’s path. 

Be sure to check this one out! 

Follow:

LinkedIn; Joseph Wechsler

Website: https://www.blueline-ventures.com

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Coley Rau is the senior vice president of CrossCountry Mortgage with over 20 years of experience, and often in the top 5-10 in his field in the nation.  Coley’s key to success has evolved from hard work, dedication, and consistency to building a team.  Coley’s bring insights in all areas of life; you don’t want to miss this one!

In this episode we discuss: 

·         That there is no silver bullet, it’s hard work, dedication and consistency that leads to success.

·         The importance of proximity.

·         Focusing on both what you know and who you know, and why they are both important.

·         His shift from salesman to businessman.

·         The different layers of purpose and how to navigate through them.

·         The importance of self-awareness and knowing who you are and where you are.

·         The best indicator of your priorities, your actions. 

·         Figuring out what your ‘burn’ is. 

·         Discipline = Freedom, and why the harder Coley work’s, the luckier he gets. 

·         Why he is training to climb ‘Mount Everest’ 

Follow :

LinkedIn: Coley Rau

Instagram: coleyrau

Facebook: Coley Rau

Twitter:  @Coleyrau

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Alan Underwood is a husband, father of 8 (yes you read that right), entrepreneur, real estate investor, founder of Momentum Capital Group and volunteer pilot with Angel Flight West.  Alan came from needing financial support from his church, receiving Christmas gifts from others for his children, going to food pantries to feed his family, several family members passing away, and being close to completely breaking to eventually turning it all around to have happiness, purpose and prosperity.  If you are considering making moves, trying new things, or pursuing a passion, please listen to this episode!  

In this episode we discuss: 

·         The impact of his son’s prayer that Alan could sell a car so the family wouldn’t lose their house. 

·         What it felt like to need to rely on your church for financial support, going to a food pantry and getting Christman gifts delivered on your front porch from others. 

·         How he turned his passion for flying into providing happiness, purpose and prosperity.

·         Why all of his older kids listen to a life coach. 

·         We can only perform to the level to our knowledge. 

·         How Alan’s self-awareness of being a ‘creator’ has helped him. 

·         The ‘secret’ to success that Alan uses with his employees to start their workday. 

·         Alan’s unplanned business exit because of tragedy in their family, and why selling was a life and death decision. 

·         As a parent, if you are struggling, to also consider the impact that is having on your family. 

·         How a prayer asking for 3 miracles led him to flying, and how his passion for flying eventually gave him happiness, prosperity and purpose. 

·         The importance of love for yourself and for others. 

·         How your passion can be the vehicle that enables purpose. 

·         How he filters opportunities to ensure they align with his core values.  

Be sure to check this one out, Alan is an amazing human being, and his message needs to be heard and shared! 

Follow :

LinkedIn: Alan Underwood

Instagram: thealanunderwood

Facebook: Alan Underwood

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Greg is a great friend that is full of energy!  Greg is a family man, entrepreneur and real estate investor with investments in Syracuse, NY.  Greg grew up in an academic family but was always an entrepreneur, and calls himself a recovering engineer.  Greg followed the corporate path until he realized there was another way, and while his path has had ups and downs, ultimately, he feels great about where he is because he is moving toward the best version of himself.

In this episode we discuss:

·         Why Greg bets on himself.

·         A scarcity vs abundant mindset regarding finance.

·         How is approach to finance has changed over time as he has grown. 

·         Why we should be running at something and for something, vs running away from something.

·         How if you want to help your kids live purposefully, live purposefully. 

·         Navigating different real estate asset classes and learning what your wheelhouse is. 

·         How the combination of education and action create confidence and belief. 

·         Why Greg has no regrets because his failures have made him better. 

·         Why growing out of growing pains may not be the answer.

·         Greg transition from ‘growth’ to fine tuning and bringing focus to specific asset classes. 

·         Running your own race and focusing on what really matters.

·         How to approach portfolio reallocation and the key metrics to focus on. 

·         Greg’s shift to focusing on spiritual growth. 

·         Understanding motivation and whether it is internal or external. 

And more……………. you won’t want to miss this! 

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Dave Homyak is a real estate investor, developr, syndicator, short term rental specialist and idea combiner.  At 53, Dave purchased his first investment property after making the uncommon decision to leave a stable career as an Engineer. He was nervous, but had no idea what successes were in store. 

Dave’s natural student-like enthusiasm for embracing out new and exciting opportunities has allowed him to expand his entrepreneurial portfolio beyond real estate, with a creative and value-driven idea for connecting business owners and entrepreneurs with the remote workers who can make their lives easier. 

In this episode, Dave and Phil discuss: 

·         Overcoming anxiety to 

·         Waiting 36 years to start investing in real estate and pursuing financial freedom, and then quitting his corporate W-2 job in less than a year.

·         How to leverage remote workers and virtual assistants to grow your business. 

·         How he didn’t truly understand leverage and depreciation until he started investing in real estate. 

·         Why real estate ‘door count’ is not an important metric that so many people want to talk about.

·         Being creative and solving problems.

·         Dave’s approach to partnerships. 

·         The importance of understanding the other party in negotiations. 

·         Why you will never buy a new vehicle again!

·         An amazing story of what money can do for others to have an amazing impact. 

Thanks Dave for coming on! 

Follow :

LinkedIn; Dave Homyak

Facebook Dave Homyak

Twitter Dave Homyak

Instagram the.rockstarvas

Website: therockstarvas.com /  Davehomyak.com

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Taylor Doolittle has a top 10 brokerage in the world, but more importantly is successful in all areas of life!  He's passionate about empowering people to prosper in all areas of life and sees real estate as the perfect opportunity to set his clients up for long-term happiness and success.

In this episode, Matt and Phil discuss:

·         How to become the top 10 companies in the world in your industry. 

·         How to attract talent through strong culture and core values.  

·         How to be balanced in life and why different areas of life can build upon each other, and don’t have to be at the expense of each other.

·         How to build alignment with your spouse on what your business goals are. 

·         The one thing that Taylor knew he wanted to be when he grew up……….to be a dad. 

·         Being present at home, and balancing quantity and quality of time with your family. 

·         How faith can help you become a motivated and bold business owner.

·         How signing up for health events gives him purpose and motivation for training, and how they set these up for a cause.

·         How to align your priorities, to your days, and how to time block to get things done. And how this makes you more present at home. 

Follow :

LinkedIn Taylor Doolittle

Facebook Taylor Doolittle

Instagram taylor.doolittle

Website: Real Estate - Taylor Doolittle - RE/MAX Results (taylordoolittlerealestate.com)

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Meet Matt O'Neill, the charismatic host of the globally acclaimed ‘Good Mood Revolution’ podcast. With his soon-to-be-released book ‘Good Mood Revolution: Igniting the Power of Conscious Happiness,' Matt reveals the secrets to achieving your best self, conquering challenging emotions, and creating a positive mindset. 

Beyond his inspiring work, Matt is a dedicated husband and father of four, juggling a thriving entrepreneurial career while overseeing a team of 80 employees. His journey is a testament to the enduring power of choosing good moods, demonstrating that lasting peace and happiness are within reach even amidst life's wonderful and occasionally chaotic adventures.

In this episode, Matt and Phil discuss:

·         How to start and run a big company. 

·         Shifting from ‘life happening to me’ to ‘everything in life is because of my thinking’

·         The power of your peer group. 

·         How to turn your car into a university. 

·         The different stages of awakening and blending the doing and the being. 

·         What a good mood revolution looks like.

·         How to live the essence of your vision, now!

·         The magnitude of change you can make over 10 years.

·         Why and how to stop judging others to be happier yourself. 

Follow :

LinkedIn Matt O’Neill

Facebook Matt O’Neill

Twitter The Optimism Institute

Website: The Good Mood Show With Matt O'Neill

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Carl Adkins is the CEO and lead advisor of Sentinal Private Wealth Group, a virtual family office. Carl is a certified financial planner (CFP) and Certified Wealth Strategist (CWS).  Carl collaborates with attorneys and CPA’s to develop investment, business succession, insurance and estate planning strategies.  Carl’s focus is to serve my clients and what matters to them the most.  Carl and his wife Alyssa live in Wyoming, OH and have three wonderful teenagers. 

In this episode, Carl and Phil discuss:

·         Carl’s life verse.

·         The importance of strong family values. 

·         Why home needs to be the safest place to make mistakes. 

·         The importance of self-awareness in growth. 

·         What an enneagram test is and how to use it to build self-awareness. 

·         The importance of starting to build your business and life team now. 

·         What a family office and virtual family office are.

·         How his childhood and the need to help others around him ended up serving Carl, and how he helps people today with what he does. 

·         Why relationships are so important to success. 

Follow :

LinkedIn Carl A. Adkins, CFP, CWS

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Matt King is the CEO of a mastermind group called GoBundance, a Business Executive & Entrepreneur, and focused on Empowering Others to Live Abundantly. Matt takes immense pride in building powerful teams, challenging the status quo, and helping others reach their goals. He leads from the front, and when not working, Matt is spending time with his wife Melissa, daughter Rylan, and son Bodhi.

In this episode, Matt and Phil discuss:

·         The importance of living an intentional life.

·         How Matt audit’s his network to his core values, including his wife.

·         Why being curious is so important.

·         Teaching through celebration.

·         Why Matt is addicted to failure. 

·         The 3-4 cycles of earning potential in our life. 

·         How to be a good steward of wealth. 

·         How to re-program the language you use and why ‘yet’ is a very powerful word. 

·         Matt’s biggest fears and how he has overcome them. 

Follow :

LinkedIn: Matt King 

Facebook Matt King

Instagram Mattking.atx

Website: Matt King — Gobundance

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Rick is the author of Stop Settling – Finding Clear Directions for a Regret-Fre Life.  He is an impactful business leader and thought leader with some incredible stories. It’s been great getting to you know you over the last couple of years and thanks so much for the open and heart-felt discussion Rick! 

In this episode we discuss: 

·         How to live regret free.

·         How to ask yourself positive questions instead of negative. 

·         Reticular Activator and how it helps you.

·         Rick’s Life wheel, and how to apply it to help you grow. 

·         The frameworks Rick provides in his book to create your 5 year future self. 

·         Rick’s childhood story and how is shaped him and provided perspective. 

·         The importance of knowing where you are, and where you are going.

·         How success is slow than sudden.

·         How Rick asks for wisdom and the courage to act upon it.

Be sure to check this out, Rick Hale was and is so impactful!

Follow :

Linkedin Rick Hale

Website: rickhale.com