Wealth Tactic Rebels

Have you found it difficult to quiet your mind in busy and stressful times? Maybe, you are so fixated on the outcome of something that you let your emotions take over. What if we told you that you could quiet your mind in order to make peace with your life decisions? WTR joins Matthew Ferry, a best-selling author, life coach, and spiritual teacher. Today, we discuss how it is important to recognize a worst-case scenario for everything in order to make peace with your life.

Ingenious tactics to accumulate wealth, for people who see things differently.

Website

http://matthewferry.com

Website #2

http://blog.matthewferry.com

Website #3

https://matthewferry.com/app

LinkedIn URL

https://www.linkedin.com/in/matthewferrypublicspeaker/

Facebook URL

https://www.facebook.com/matthewferry

Twitter URL

https://twitter.com/matthew_ferry

YouTube URL

https://www.youtube.com/matthewferry

NOTES:

• [00:28] Kevin: Today, I'm joined by a definite outside the box thinker Matthew Ferry. Today's topic is mindset for preservation and generation. We will be talking about the impact of not taking care of your mindset and the impact of taking care of it
• [01:12] Would you mind sharing with our listeners a little bit about where you came from and what inspired you to do what you do today?
• [01:20] Matthew: The main thing that I do today is assist people to be at peace while creating the kind of life they want to create (quiet mind, epic life)
• [03:53] When you have a quiet mind, you adopt that skillset. You find yourself in the present moment and that means you're free from stress and worry which is a big deal
• [04:27] When you're stressed, you make bad decisions and you don't see things clearly and your energy is diminished
• [04:52] Kevin: So you have basically a series of techniques that you can help train people with that help with all of this. So let's talk about that and what our listeners can do
• [05:05] Matthew: We want to start with this idea of the rapid enlightenment process. Proven 4 step process to try to get the mind to quiet down and to stop being so stressed out in order to take action (be at peace in the process)

1. [05:40] See that your mind is not your friend

• [05:58] You don't listen to your mind like it's a trusted advisor; you listen to your mind like a survival system (what it is... thriving vs. surviving)

1. [07:08] Recognize that there are 10 hidden motives to survive. If you don't understand what these motives are, they actually run the show (greed, grudge, hatred, victim, illogical rules, humble, traitor, pride, resistance, and lazy)
2. [07:43] To use enlightened perspectives that assume that all is well
3. [07:50] Use something called...

When deciding to turn your side-hustle into a legitimate business, there are so many unknown variables that can sometimes drive you away from accomplishing it. Today, WTR welcomes Luke Peters, an expert in building wealth and a successful entrepreneur. In this podcast, we will discuss how side-hustling brings about a large amount of freedom and how to transform your side-hustle into a legitimate business with value.

Luke Peters

Website

https://www.instagram.com/newairusa/

Website #2

https://podcasts.apple.com/us/podcast/the-page-1-podcast/id1478811133

Website #3

https://www.newair.com/

LinkedIn URL

https://www.linkedin.com/in/luke--peters/

Facebook URL

https://www.facebook.com/newairusa

Instagram

https://www.instagram.com/newairusa/

NOTES:

• [00:28] Kevin: Today, we're joined by Luke Peters. What we're going to be talking about today is thinking of your side hustle/business as an asset
• [02:22] For some people that side hustle becomes, like Luke here, legitimate business in their way of life
• [02:32] Can you talk a little bit more about where you came from and what inspired you to get to where you are today?
• [02:40] Luke: My parents had always worked hard and always taught us to work hard (I got a good work ethic from my parents)
• [03:10] An inspiration is that once you have a business, you kind of realize that you have more stability in a sense (you're in charge of the risk versus being an employee)
• [03:22] And I enjoy the freedom, I'm not someone who likes to follow a lot of rules
• [03:48] Everyone can be in business, you don't have to be just one type of individual
• [04:14] Hiring good people is the best thing now. The sooner your business is making enough money to hire good people, good people are going to drive your business
• [04:27] Kevin: Do you find that in today's world it's a little easier to outsource tasks (ex: Fiverr)
• [04:55] Luke: For sure, in today's day and age you can do that, but you have to weigh both sides of it. You don't want to outsource things that are not making us money in the beginning
• [05:15] You hire locally for the high-level talent (where experience makes a difference) and you outsource the tedious things you don't need to do locally
• [05:30] Kevin: There's also the flipside to this and that is when you're starting out your side hustle, you're doing all those tasks and a lot of people say it's good that you do them in the beginning in order to learn it first. When you understand it better, you can outsource it better
• [06:27] Let's talk a little bit more about why would our listeners want to change their mindset of thinking about what they're doing as a side hustle into a legitimate business?
• [06:40] Luke: Let's first back up and look at employment. The days of people staying with the company their whole working lives is past us now and it is a very competitive world
• [08:01] When you work for someone else, first of all you need to be motivated (flexibility to make their own decisions)
• [09:23] Is there free time

What happens when you do not take the steps to adequately research what you want to invest your money in? Making a plan and really becoming aware of the deal you might invest in could lead you to avoid future problems with investment. Today, WTR welcomes Rodney Miller, co-founder of Trident Multi Family, a real estate investor, and an entrepreneur. In this podcast, we will be discussing what to look for in a good deal and how to increase your wealth by hedging your future with real-estate investments.

Investing is a great way to build wealth, especially when it's something you are passionate about.

Ingenious tactics to accumulate wealth, for people who see things differently.

Co-founder of Trident Multi-Family, real estate investor and entrepreneur.

Website

https://www.hallmarkhomebuyers.com/

Website #2

http://mwcapitalgroup.com/

Website #3

http://www.thebrooksclinic.com/

LinkedIn URL

https://www.linkedin.com/in/rodneymiller/

Facebook URL

https://www.facebook.com/rodney.miller.5201?ref=bookmarks

Twitter URL

https://twitter.com/rodney1924

YouTube URL

https://www.youtube.com/user/HallmarkHomebuyers

NOTES:

• [00:26] Kevin: Today, I'm joined by an expert guest Rodney Miller. Today we're going to talk about hedging your future with real estate
• [01:02] Rodney is the co-founder of Trident Multi Family and he's a real estate investor and entrepreneur. Would you mind sharing with us a little bit about where you came from and what inspired you to do what you do today?
• [01:23] Rodney: I got a degree in business and worked as a claims adjuster for a few years. I purchased into a business in Oklahoma. I wanted to think about my legacy and my kinds so I started buying real estate
• [02:20] Real estate is a fun business and you can do it on your own time out of your house and can do very well at it with a very minimal amount of time (something you don't necessarily need to retire from)
• [03:29] Kevin: If you keep a purpose going, it keeps your mind and body active and it keeps you healthy and happy and you have a longer quality of life (whether it's real estate or you have a great hobby that you enjoy)
• [03:42] Rodney: You should always be learning and always be challenged. I think when you stopped being challenged, you start cognitively slowing down (you have to do something that ignites your passions)
• [04:06] Kevin: We're going to talk about your passion, which is the real estate, so our listeners can get a little more information on how to hedge their future, help them (should there be a downfall in the market). As a disclaimer, we're just giving information so our listeners are better informed and so they can do research and decide what is best for them on their own. So the Multi Family Syndication, why that?
• [04:42] Rodney: Well I started off with single-family homes and then around 2008 when the markets crashed, I had about...

Often times, many people are hesitant to scale their business either because they think they can’t do it, or because they believe that the way to scale is to become a software company or a digital course company, for example. But the change starts with a change in mindset, and if the founder isn’t willing to grow, then how can the company grow? Frank Bria, book author and founder of High-Ticket Programs, joins WTR today. In this episode, we will be discussing three major roles that you need to “fire yourself” from, and how you could benefit from hiring team members to take over in order to drive a bigger version of your company.

Ingenious tactics to accumulate wealth, for people who see things differently.

Frank Bria

Book author and founder of High-Ticket Programs, a consulting firm that helps business scale.

Website

https://frankbria.com

LinkedIn URL

https://linkedin.com/in/frankbria

Facebook URL

https://facebook.com/7figuresexpert

NOTES:

• [00:27] Kevin: Today I'm joined by our expert guest Frank Bria. You will learn how you can scale your business even if you think you can't and especially if you have a service business. You will also learn how you can turn your business into an asset, the steps it'll take to be able to operate your business without you there, and the personal transformation journey you'll have
• [01:28] If you wouldn't mind sharing with our listeners about where you came from and what inspired you to do what you do today
• [01:47] Frank: I started out my businesses in tech and in finance and developed a bit of expertise, so it was just natural to have a consulting practice and it took me all over the globe
• [03:07] I knew I had to begin transforming what I built
• [04:06] Kevin: Why don't we start talking about the scaling of your business and transforming it through that to an asset
• [04:13] Frank: So the theoretical definition of scale is that when you get a new customer that you don't have to spend any more time (that's perfect scale)[04:31] Not everyone reaches perfect scale, but that's what we're going for
• [04:37] The thing you have to do is to remove yourself from the process ("fire yourself")[05:00] If you think about where you are involved in your business, there's probably 3 major areas that right now you're taking the roll and you have a hard time seeing someone else doing it[05:11] Sales and marketing[05:30] How do I generate leads and how do I close them without me?
• [05:34] Customer delivery[07:02] You have to find a problem and solve it (narrowing it down)
• [08:53] You want to hire an intrapreneur (same desire to build but they're willing to do it in your vision and structure and not for themselves)

1. [10:50] Intellectual property (the hardest thing to move off)

• [11:42] These three things are so important because if I'm going to come in and buy your business, those are the three systems I'm going to be looking for
• [15:10] In terms of the e-myth, the core message is that there's a difference between someone who runs a business and someone who is a practitioner and a lot of times service businesses start with practitioners who want to start businesses[15:22] The overall flow of the e-myth start with you have to decide which of those two things you want to be (if you...

Before today, you might have not realized the importance of storytelling. How can storytelling relate to building wealth and leadership skills? Today, WTR discusses the importance of storytelling with Paul Smith, an author and speaker who has an expertise in storytelling. This podcast will uncover the steps that are necessary to help engage your audience while you are communicating your story, along with the most important stories that any leader needs to be able to tell.

Ingenious tactics to accumulate wealth, for people who see things differently.

Website: http://www.leadwithastory.com

Website 2: http://www.kennytedford.com

LinkedIn: https://www.linkedin.com/in/smithpa9/

Facebook: https://www.facebook.com/LeadWithAStory/

Twitter: https://twitter.com/LeadWithAStory

YouTube: https://www.youtube.com/user/LeadwithaStory

NOTES:

• [00:25] Kevin: Today, we're joined by guest Paul Smith, whose expertise is storytelling. Specifically, storytelling that has to do with you in your life and your profession and relationships. Stories are great ways to convey ideas and get messages across clearly to people in ways that people can relate to you and understand you
• [01:38] If you wouldn't mind, could you tell our listeners a little bit about where you came from and what inspired you to do what you do today?
• [01:57] Paul: I studied economics in undergrad, got an MBA, and spend a couple of years as a consultant. But along the way, I just got fascinated with this concept of storytelling and I just recognized that the leaders that I admired the most were really good at it[2:36] I set out to learn about it myself by interviewing a bunch of leaders (about 300) and this has allowed me to reverse engineer my way into what works and what doesn't with storytelling (this lead to books I've written)
• [02:57] I research and write about storytelling at home and at work and I spend my time teaching people how to do that
• [03:20] Kevin: Let's go into the storytelling part of this and why storytelling? What's really in it? What is it do for our listeners and why should they care about this?
• [03:30] Paul: There are a lot of reasons, but the most important to me are:[03:34] Human being don't make the rational, logical decisions that we'd like to think that we do[03:43] Human beings often times make subconscious, emotional decisions in one place in their brain, and they rationalize those decisions a few nanoseconds later in a more conscious, rational thinking part of the brain

1. [04:18] Storytelling allows you to talk to both parts of the brain and you need both. So if you want to influence what people think, feel, and do (leadership), you need to speak to both parts of the brain
2. [04:38] Stories are a lot more memorable and people tend to remember what you say more

• [05:13] Kevin: I remember some expert said that the brain thinks in pictures, and when you tell a story, a person gets a picture of what's happening in their mind and maybe that's one of the reasons why it sticks with people
• [05:39] Paul: When you're just telling people what to do or what to think or just bossing them around, there's no movie to watch in their mind's eye
• [05:52] Kevin:

A lot of people don’t know what Medicare really is. You might know that it’s a form of health insurance provided by the federal government, but do you know the specifics? If you start doing your research early, it could benefit you in terms of you knowing what your options are and how much you really should be saving in retirement that would go toward health care. Today, WTR welcomes Danielle Roberts, Medicare expert and co-founder of Boomer Benefits. In this episode, we will be discussing the difference between Medicare, Medicaid, and long-term care, and why starting to think about this process sooner, rather than at the last moment, could be a significant weight off of your shoulders when it comes time to applying for Medicare.

Ingenious tactics to accumulate wealth, for people who see things differently.

Danielle Roberts

Medicare expert and co-founder of Boomer Benefits

Website: https://boomerbenefits.com

Website 2: https://daniellekroberts.com

LinkedIn: http://www.linkedin.com/in/daniellekunkle/

Facebook: http://www.facebook.com/BoomerBenefits

Twitter: https://twitter.com/BoomerBenefits

YouTube: https://www.youtube.com/boomerbenefits

NOTES:

• [00:27] Kevin: Today I'm joined by Danielle Roberts, and we will be talking about demystifying Medicare. Would you mind sharing with us a little bit about where you came from and what inspired you to do what you do today?
• [01:20] Danielle: I was a person that went straight into a business job out of college and worked in the staffing field for about 10 years, and then I was looking for the next thing to do
• [01:35] I stumbled across an insurance interview and I went and learned all about health insurance and really enjoyed that concept for a business model because you get to help people and can earn a nice living from
• [02:07] I originally worked with people on doing group health insurance and helping small business owners set up for coverage
• [02:49] Eventually I came to the idea that people must really need information on Medicare because people keep asking about it[02:58] It's a huge national beast of a health insurance program so no wonder people are confused
• [03:20] I went into learning about Medicare and went out and got a couple of designations and studied it for a few months until I really understood what it was and then we started offering those services
• [03:45] We now solely help people who are trying to transition into Medicare and make that big life change from employer coverage over to government coverage
• [04:30] Over the years, my brother and I have sold those policies ourselves in the beginning and then we ended up needing help and now we have 57 employees who work full time explaining Medicare to people all around the nation (making it into something you can understand)
• [05:09] Kevin: Let's talk about what Medicare is and a little bit about what it isn't
• [05:14] Danielle: Medicare is the federal government national health insurance program for people age 65 or older. When you turn 65, you are eligible to sign up for health insurances provided by the federal government instead of, or along with, your employer health coverage[05:43] Because it's an entitlement program, it's...

Statistics show that a lot of small businesses fail within the first few years of operation. The reason for this can be due to several factors, but for the majority of people, a system with certain goals for the business is not set in place yet. For the amount of effort entrepreneurs put into their business, they should be creating wealth, and this podcast episode is tailored to help people be more successful in their business. This week, WTR welcomes Alison Vidotto, expert strategist and CEO of Vidotto group and Push business training and mentoring. We discuss the six key areas of business that once strong, will achieve the perfect small business formula for success.

Ingenious tactics to accumulate wealth, for people who see things differently.

Alison Vidotto

Business strategist, CEO of Vidotto group and Push business training and mentoring

Website

https://pushbusinesstraining.com/

Website #2

https://alisonvidotto.com/

LinkedIn URL

https://www.linkedin.com/in/alisonvidotto/

Facebook URL

https://business.facebook.com/Push.Small.Business.Training

Twitter URL

https://twitter.com/alisonvidotto

YouTube URL

https://www.youtube.com/channel/UCVckXjp6DVFc6XT0zs9513w

NOTES:

• [00:26] Kevin: Today I'm joined by Alison Vidotto. We are going to be talking about business strategy for building wealth. Alison is a business strategist, CEO of Vidotto group and Push business training and mentoring, so she has a lot of background in business strategy
• [01:23] Alison: The purpose behind my business is to help small business owners to not fail because the failure statistics of small businesses are quite staggering. An enormous number fail within the first few years (50% within the first 3-5 years, 70% within 10 years)
• [03:31] Kevin: Would you mind sharing with us a little bit where you came from and what inspired you to do what you do today?
• [03:41] Alison: My husband and I set up our business 25 years ago, but we both worked as consultants
• [04:13] In 2010, I actually quit my teaching career and I took over the business full time (explosive growth)
• [04:28] I actually studied for an MBA to make sure I had the skills that I needed in order to run the business properly[04:35] When I was doing a project for my MBA, I came across these statistics
• [05:17] Kevin: If you put your heart and soul into a business and then you lose it, it's like your world is gone
• [05:29] Alison: I studied the MBA and from there I established Push because I wanted to work with small business owners to change those statistics
• [06:05] We were having a business near death experience, and we used strategies
• [06:28] I want to change statistics for small business owners and strategically, I really believe that they can do that and they can build wealth
• [07:00] In Australia, over 60% of small business own less than $200,000 in revenue (before rent, wages, stocks, insurances)… That's not wealth
• [07:21] Kevin: You're right. And it's also hard because those people are relying on their business and most likely it's...

Have you ever wanted to become better at managing your day-to-day money in order to help prepare you for success? Maybe you have a large amount of debt and don’t know how to figure out a better way to manage your money. It all starts with a mindset shift. Today, WTR welcomes Linda Hannon, the founder of Real Family Finance, which provides online classes to teach women how to manage their money. In today’s podcast, we will be discussing 5 key points to thinking differently about managing your money. This episode will ultimately help you with making a plan to manage your money and build more wealth.

Ingenious tactics to accumulate wealth, for people who see things differently.

Linda Hannon

Linda is the founder of Real Family Finance, online classes to teach women how to manage money.

Website

https://realfamilyfinance.com/

LinkedIn URL

https://www.linkedin.com/in/lindahannon/

Facebook URL

https://www.facebook.com/RealFamilyFinance

YouTube URL

https://www.youtube.com/channel/UCK-aKdi0Jn-5EKDyfKmI7Mw

NOTES:

• [00:27] Kevin: Today we're joined by Linda Hannon, the founder of Real Family Finance which is online classes to teach women how to manage money. If you wouldn't mind sharing a little bit about where you came from and what inspired you to get to where you are today.
• [01:02] Linda: I was in the corporate world for over 30 years[01:10] I used to specialize in companies that were in distress (crisis management)
• [01:36] Like a lot of people, in my early 20s I felt like I had not been taught how money works, and even though I did it for a living, I did not get my personal finances under control
• [04:30] I went on a mission on how my personal finances worked, and I had an advantage due to the accounting background, but it was hard[04:44] Took classes but the classes only covered a piece of something, not the whole thing
• [05:02] In accounting, they didn't teach how to manage your personal finances or how to budget. They would teach you how to count money that came in, but they wouldn't teach you how to proactively plan
• [05:42] It took me years and a lot of mistakes along the way before I figured it out, but I eventually came up with something that worked for me[05:56] I was at a networking event and a woman asked me: Do you do for people what you do for businesses?
• [06:28] I started teaching live classes and took off from there
• [06:32] I was amazed to realize that no one knows how money works, there are no resources
• [06:38] Kevin: There really isn't. It's one of the reasons for this WTR podcast and that there needs to be more coaches out there[06:44] To help you understand what the tactics are on how you manage your money
• [07:14] Linda: I think we both talk about the same thing and that is that you can't think in pieces, you need to have a fundamental base to work from and then there's a place to drop the pieces into[07:25] If you don't have that fundamental base and a fundamental plan, then nothing is going to work or it's going to be very painful
• [07:36] Kevin: Hope is a great thing to have, but it's not a plan
• [07:42] Linda: As we both know, one of the big factors for...

A lot of people are not aware of the financial side of their business, which can lead to mismanagement of money and a lack of factoring in essential costs that are linked to your business. Do you know where everything is going in your business and your current numbers? WTR welcomes David Richter, the simple CFO. In today’s episode, we will discuss how you can recession-proof your business and make more profit along the way.

Ingenious tactics to accumulate wealth, for people who see things differently.

David Richter

Website

https://simplecfosolutions.com/

Website #2

https://simplecfosolutions.com/recession-proof-business/

Website #3

https://simplecfosolutions.com/apply/

Facebook URL

https://www.facebook.com/thesimplecfo/

NOTES

• [00:27] Kevin: Today, we're joined by guest David Richter, who is the simple CFO. What we're going to talk about today is something we call Less Stress and More Profit, and how we can recession-proof your business for all the entrepreneurs out there and anyone who's a manager
• [01:08] Would you mind giving our listeners a little bit of background about where you came from and what inspired you to get to where you are today?
• [01:16] David: Sure. When I was in college, I read "Rich Dad, Poor Dad" and that unlocked a big portion in my mind (my mindset completely shifted)
• [02:07] Even though I was working a 9-5 job, I was learning a lot of entrepreneurial skills and I got to see a different side of things which was really neat. It wasn't just coming in and putting your head to the grindstone and there's all these rules and regulations, it was more like coming in and how can we create profit today and what can we do to push the company forward?
• [03:02] I came to Richmond and worked with another investor and that's when I took the lead into entrepreneurship because I saw a lot of people I was working with who didn't really know their numbers, where their profit was going to, what their profit even was, etc.[03:25] I saw the biggest need there and I wanted to fulfill that need
• [03:46] Kevin: You touch upon one thing, there's a need out there for what you're doing. At WTR, one of our core beliefs is that there's more to be had by first plugging holes before you go chasing rate of returns in regards to your money and how you manage it. There's places people lose money and they don't know that they're losing it and it's the same thing with business
• [04:19] Let's start talking a little bit more about profit
• [04:26] David: A lot of people have read "The Richest Man in Babylon" and it has a lot of good financial principles in there, and one of them is pay yourself first
• [04:59] Entrepreneurship gives you that opportunity to say "hey, I can set up different accounts and I can make sure that every single dollar that comes into my company is a portion to different accounts, whether that be income or saving for your taxes at the end of the year."
• [08:48] Kevin: Let's try to make a list here for our followers to follow. If they want to have less stress and more profit, what do they do next?

1. David:[09:00] Knowing where everything is going and opening up those different accounts (income account, tax account, owner distribution