The Unconstrained Podcast

The Unconstrained Podcast

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The Unconstrained Podcast episodes

  • December 19, 2022 - Data Capture Will Robinson and What is Economy Eric Johnson
    Will Robinson - CEO at Encapture                 
    Start with one very specific area, nail it, get a bunch of customer feedback, show that you have strong product market fit, and then bring on great people to help you scale that.
    Will Robinson is the CEO at Encapture, a high-growth SaaS platform that helps banks automatically extract important information from documents. Launched 20 years ago in Dallas, Texas, Encapture helps companies such as Wells Fargo, Frost Bank and Truist save time and money by using machine learning to process large amounts of data. Since joining the fast-growing company in 2019, Will has assembled a strong team of individuals that shares his passion for fintech and AI banking, ensuring sustainable growth, achieving innovative excellence and tripling revenue. He leads Encapture with an emphasis and passion for company culture and setting a high standard of excellence for a team that is constantly learning and excelling. Encapture’s user-friendly automation empowers banks to save valuable time and reduce compliance risk by processing documents efficiently and accurately in an easily accessible format. Instead of getting bogged down with quarterly compliance and regulatory audits, they can put a greater focus on delivering an exceptional customer experience and boosting satisfaction. Best of all, no technical expertise is required to utilize and reap the benefits of the Encapture platform thanks to the power of sophisticated machine learning AI. Before joining Encapture, Will held several executive management positions at Dynata, the largest market research data company with over 3,000 clients in 40+ countries. While at Dynata, he led the company’s global product development teams and pioneered the use of automated research and integrated data within the industry. Prior to Dynata, Will was an investment professional at The Carlyle Group, one of the world’s largest and most successful investment firms. He helped to source, conduct due diligence and manage technology and business services investments on behalf of the firm’s $14 billion US buyout fund. He also worked closely with Carlyle’s portfolio companies to execute various financial and strategic initiatives. Will began his career in the investment banking division of J.P. Morgan. He received a Bachelor of Business Administration from Baylor University, where he was a Carr P. Collins Scholar. Today, he lives in Dallas with wife and two sons, and is involved in leadership roles at several community organizations.Eric Johnson- Angel Investor and Author of What The Hell Is an Economy?: 2nd Edition
    Interest rates have remained too low for too long which led to too much speculation and excessive borrowing. I think we are due for a correction.
    Eric Johnson is the founder/CEO of a software engineering firm and a successful entrepreneur. After selling his firm, he focused on “angel investing” and has invested in more than 50 start-up firms in a variety of industries. He has served on several boards of both profit and non-profit organizations. Eric holds a bachelor's degree in engineering from Harvey Mudd College and master’s degree in electrical engineering from San Diego State University. In 2007, a surprise call from his broker expressing concerns about the economy enabled Eric to make financial decisions that allowed his family to weather the Great Recession. Never wanting to feel financially vulnerable again, he set out on a 15-year journey of empowerment, namely the self-education of finance and economics. In “What the Hell is an Economy,” Eric shares his accumulated knowledge and practical experience so you too will become similarly empowered to make better financial decisions.
    54 min
  • December 16, 2022 - Year-End Checklist Jeff Miller, Social Hire Tony Restell, and Counterfeit Prevention Kathi Vidal & Paul DelPonte
    Jeff Miller - Top 15 Private Wealth Advisors at Northwestern Mutual    
    Make a yearend financial checklist and review what you didin 2022, determine how you did in relation to your early yearexpectations and then get a positive start to 2023.
    Jeff Miller is one of the Top 15 Private Wealth Advisors at Northwestern Mutual every year since 2007 out of 6,400+ advisors. Jeff built his reputation through holistic financial planning and investment management. His process has been incorporated throughout Miller Financial Services as he seeks to first understand the uniqueness of each client’s situation, followed by a thorough analysis, organization, and execution with regular monitoring of each individualized plan and portfolio. As 2022 is coming to an end, it’s not too late to make sure your finances are in check ahead of the new year. Especially as the season of giving has arrived, a year-end financial checklist can help you achieve whatever goals you’ve set for yourself that you have not yet fulfilled. If you are struggling to get your spending plan to where you desire, a Northwestern Mutual financial expert can give tangible tips and tricks to help you stay motivated through the rest of the year as well as what to investigate when starting your year-end financial checklist.
    Tony Restell - Founder of Social-Hire       
    Try and get out in the market and sell whatever your productas quickly as you possibly can!
    Tony Restell is the Founder of Social-Hire, a leading UK social media marketing agency that helps businesses turn social media into a consistent source of leads and sales within 90 days. They have helped thousands of clients grow their businesses using social media at less than a 1/3 of the cost they would pay to hire an in-house social media manager. Before starting Social-Hire, Tony built and sold Top-Consultant, a successful job board business that served clients like Amazon, Microsoft, Google, and Coca-Cola, to the Daily Mail Group. He is also a guest speaker at dozens of leading business schools across Europe on how MBA students and alumni can leverage social media to further their careers or launch thriving businesses.
    Kathi Vidal - Under Secretary of Commerce for Intellectual Property and Director of the United States Patent and Trademark Office  and
    Paul DelPonte - Head the National Crime Prevention Council
    Worldwide, the impact of counterfeit goods is about $1 trillion. And Los Angeles city alone it cost $483 million in lost taxes and 100,000 lost jobs. 
    [caption id="attachment_49990" align="alignright" width="150"] Kathi Vidal[/caption]
    The holiday hustle and bustle are in full swing as shoppers search for this year’s best steals and deals. The good news, discounts are expected to hit record highs for popular categories such as electronics, computers, and toys according to Adobe’s online-shopping forecast. However, scammers are looking to take advantage of American consumers as fears of a looming recession increase, and people tighten their purse strings leading up to the Holidays. These criminals are on the prowl both online and off looking to entice consumers with even lower-cost price tags attached to dangerous counterfeit products. This is especially true online as sales are expected to grow by 2.5% throughout December. The rise of e-commerce has led to an increase in sales and purchases of duped products. McGruff the Crime Dog®, the United States Patent and Trademark Office (USPTO), Customs and Border Protection (CBP) and the National Crime Prevention Council (NCPC) are alerting people to these scams and educating them on how to spot the red flags this holiday season. Kathi Vidal is Under Secretary of Commerce for Intellectual Property and Director of the United States Patent and Trademark Office. She leads one of the largest intellectual property (IP) offices in the world, with more than 13,000 employees and an annual budget of more than $4 billion. She is the principal IP advisor to the Pres
    55 min
  • EP172 - What they don’t tell you about maintaining multiple residencies & passports

    There are dozens of advocates on the Internet, YouTube, Podcasts, etc. that tell you to get second or third residencies, multiple passports, etc. But few will ever disclose the level of effort to maintain these things. In this episode, I’m going to tell you my own challenges with these things over time, and what is required as a US person to be compliant and yet have the freedom of movement to be unconstrained.

    58 min
  • EP171 - In the spirit of...

    I came to a realization recently that most of the reasons you are broke, hopeless, and can’t get out of the rut we find ourselves in, is because we make decisions based on the spirit of something, but then we come face to face with the reality of implementation. So let’s talk about that.

    47 min
  • EP170 - Healthcare strategies

    I haven't done an episode on Health insurance and healthcare for a while, but realized that with more indepth knowledge and information on Mexico options - not just for surgeries but general and emergency healthcare, I need to update what I'm doing with my health strategies, why and how you might also be able to benefit with this knowledge.

    1 hr 19 min

About The Unconstrained Podcast

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Join us on the journey towards financial independence and being unconstrained. Your host, Myles Wakeham, explores the art of financial sustainability and individual sovereignty resulting in a debt…