‘’Is LinkedIn working as an asset or a liability in your company?’’ Have you ever wondered if LinkedIn is really working for you, or could it be holding you back? In this episode, I sit down with Rachel Simon, the creator of Connect the Dots Digital, to explore how you Read More
Do you ever wish you could get inside the minds of existing retirees to ask them what their experience has been? Or, ask them what they wish they would have known before they quit their day job? This episode is for you! In this episode of the Planning for Retirement Read More
Do you ever wish you could get inside the minds of existing retirees to ask them what their experience has been? Or, ask them what they wish they would have known before they quit their day job? This episode is for you! In this episode of the Planning for Retirement Read More
Welcome to "The Planning for Retirement Podcast," where we help educate you on how to achieve financial security and fire your boss. Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Read More
In this episode, I sit down with Christina Roman, Consumer Education and Advocacy Manager at Experian, to dive into the truth behind common credit myths and explore practical strategies for improving your credit score. We’ll tackle misconceptions, such as the myth that checking your credit score will lower it, and Read More
The whole point of It Doesn’t Make Cents is to look at different ways to do money. There are so many different strategies you can use to manage your finances. So we asked some friends what they do with their money—and you might be surprised at how it’s a little Read More
Send us a Text Message.About Dr. Jennifer Welser, DVM, DACVODr. Welser is a veterinary ophthalmologist, vice chair of the Veterinary Innovation Council, and president of Arista Advanced Pet Care, a venture bringing a shared ownership model to veterinary specialty and emergency practices. She has previously served as the Global Chief Read More
Send us a Text Message.This audio version of my podcast newsletter starts with a heartfelt story called "The Water" by Rachel LaPresti, touching on how the beach affects us all. I also dive into Waterlust, an innovative eco-apparel company with a fun facts newsletter —did you know sharks could be Read More
‘’Do you believe business can be fun?’’ Hey there, rule breakers! I am back with another exciting episode of The Professional Rule Breaker podcast. Today, I'm thrilled to chat with Brandon Gano, an entrepreneur who turned his frustrations into a thriving business. Now, with his partner at Whadif, he's all Read More
Send us a Text Message.Question from Vet Life Reimagined podcast listener: Advice for building a resume/CV for internships and trying to get more experience in the field?Resources:Episode on YouTubeAmerican Veterinary Medical Association has a vet school admission 101 list to help you get the best chance of getting into vet Read More
‘’When was the last time that you intentionally upgraded the operating system between your ears🧠?’’ Welcome back to The Professional Rule Breaker Show! Today, we have an amazing guest—Fletcher Ellingson. Fletcher is the bestselling author of "The Practice of Feeling Good," he’s here to help us break free from the Read More
Welcome to this edition of The Planning for Retirement Podcast. This is Volume 1 of this new series, The Whiteboard Retirement Plan, where Kevin breaks down a real-life client case for “Bob and Jennifer” in plain English. The goal is to help answer the question, “Can I fire my boss?” Read More
Send us a Text Message.How does this phrase make you feel? "There's nothing else we can do."Have you ever faced a moment where you felt that you had run out of options and were powerless to help someone or something? Our guest on Vet Life Reimagined, Dr. Marlene Siegel, believes Read More
‘’It's all about connecting with the people that you're best set up to serve, and then pulling them in and keeping them engaged.’’ I'm super excited about this episode because the amazing Sara Nay from Duct Tape Marketing joins us! Sara has been with Duct Tape Marketing for 14 years Read More
Send us a Text Message.Today, we delve into the powerful concept of "Blue Mind" and the profound impact of water on our well-being. My guest, Amanda Esposito of Northern Tides Studio, shares how she met Wallace J. Nichols, the author of Blue Mind, and how the ocean has shaped her Read More
William Holloman, founder of WillPower Athletics LLC, ranks as the second All-Time Leading Scorer in Jacksonville, Florida's history. His dedication to basketball and mentoring the city's youth in athletics, sportsmanship, and discipline is as noteworthy as his numerous accolades. He is also the mastermind behind The Holloman Challenge, a Read More
Anne Hed is a lifetime resident of Minnesota. Her history as a business owner began back in the 1980’s, when she raced as a professional triathlete. She completed eight Ironman Triathlons in Hawaii, and met her late husband, Steve, through the sport. He became one of her first sponsors... Read More
Send us a Text Message.This text link is a one-way messagingAbout our guest on Vet Life Reimagined:Dr. Corey Blake is an Executive Leadership and Pleasure Coach, Veterinarian, former hospital owner, and founder of Sacred Leadership Institute. Dr. Corey Blake earned her DVM in 2002 from the Tufts School of Veterinary Read More
‘’The value of a business is a function of how well the financial capital and the intellectual capital are managed by the human capital. You'd better get the human capital part right. ’’ I'm super excited to welcome my friend, Dave Bookbinder, to the show today. Dave is a valuation Read More
In this episode, Kevin discusses the topic of downsizing to retire early. He shares the reasons why people downsize their homes to fund their retirement and talks about the tax implications of doing so. Takeaways Downsizing to a smaller home can help fund retirement and allow for an earlier retirement. Read More