Guest: Sean The Money Wizard
Episode Description: Financial independence and early retirement are very possible when a young person understand the mechanics of planned savings and savvy money management. Sean, the Money Wizard, is a 20-something financial analyst by day and money blogger by night. Sean saved over $150,000 by age 26 as part of his plan to reach complete financial independence in his 30s, and his approach to saving over half his income has been featured in Forbes, Business Insider, and Yahoo Finance. Sean talks with host Jordan Goodman about where the inspiration to achieve financial independence comes from, what his journey has been like and what he's learned along the way.
Guest Bio: Sean is a 20-something financial analyst by day and money blogger by night. Sean saved over $150,000 by age 26 as part of his plan to reach complete financial independence in his 30s, and his approach to saving over half his income has been featured in Forbes, Business Insider, and Yahoo Finance. Sean writes the popular blog 'the Money Wizard. When he's not writing, Sean can be found cycling, skiing, or traveling the country.
Guest: Lee Caraher
Episode Description: Why would any business pass on a key competitive advantage that’s relatively easy to implement? Could it be that businesses might not really understand what their greatest assets are or how those assets contribute to true competitive advantages? What if employees were the greatest advantage?
Lee Caraher, author of ‘The Boomerang Principle: Inspire Lifetime Loyalty From Your Employees’, is an expert at building positive, high performing work teams and business cultures. Caraher has interviewed over 100 business leaders to identify actionable insights and pragmatic strategies to help businesses maximize their employee relationships. Lee discusses how encouraging former employees to return enabled her business, Double Forte, to reach new milestones and why other businesses would benefit.
Guest Bio: Lee Caraher is the CEO of Double Forte PR & Digital Marketing; an acclaimed communication strategist, she’s known for her practical solutions to big problems. Her company works with some of the top consumer and technology brands in the country. Lee’s the author of Millennials & Management based on her experience with failing and then succeeding at retaining Millennials. Her next book, The Boomerang Principle will be published in April 2017.
Lee has a reputation for building cohesive, high producing teams who have fun together at the same time. She is a straight talker who doesn't hold too many punches, although she does her best to be pleasant about it. Her big laugh and sense of humor have gotten her out of a lot of trouble.
Lee is active in the community and currently serves on three nonprofit boards. A graduate of Carleton College with a degree in Medieval History, which she finds useful every day, Lee lives in the San Francisco Bay Area with her husband, two sons, and a blind cat.
Guest: Randy Kurtz
Episode Description: Why do investors consistently focus on returns rather than looking at investments from a risk perspective? Given a choice, most people would opt for minimal risk vs larger gain. How do investors transition from buying high and selling high? Randy Kurtz believes that by focusing on the right things and having a process in place investors can realize better yields with more appropriate risks. Kurtz, founder and CEO of Betavisor, is a nationally recognized expert on risk who is obsessed with statistics, challenges conventional wisdom about risk, return, diversification, asset allocation, and financial planning. He has been profiled in Forbes, The New York Times, and The Wall Street Journal. Barron’s ranked his firm as the No. 1 performing separate accounts manager in the United States in the third quarter of 2011. Randy is a member of Mensa.Episode Key words (Comma Separated)investments, investment risk, investment maximum yield, beat the market, market super performer
Guest Bio: A nationally recognized expert on risk who is obsessed with statistics, Kurtz challenges conventional wisdom about risk, return, diversification, asset allocation, and financial planning. His goal is to create portfolios which maximize the odds of success while minimizing the excess risk taken. He has been profiled in Forbes, The New York Times, and The Wall Street Journal. Barron’s ranked his firm as the No. 1 performing separate accounts manager in the United States in the third quarter of 2011. He holds an M.B.A. in finance from Columbia Business School and a B.S.B.A. in finance from Washington University in St. Louis. Randy is a member of Mensa.
Guest: Chris Fern
Episode Description: Do you earn a decent enough living but feel you don't have enough money to buy the things you want? Do you struggle with anxiety when it comes to managing your money? Chris Fern, founder of Simple Business Solutions, creator of the Mindful Money Program and CTO at R3SET Enterprises, has developed a foolproof way to allow our human weaknesses to be our strengths and create a platform that helps people save and spend in accordance with their values and, ultimately, their complete happiness
Guest Bio: Chris Fern is the founder of Simple Business Solutions, creator of the Mindful Money Program and CTO at R3SET Enterprises. Chris has over 10 years of experience in IT and computer software development, systems architecture, networking, and customer relations. Using his expertise and personal interest in the human condition, Chris has developed a foolproof way to allow our human weaknesses to be our strengths and create a platform that helps people save and spend in accordance with their values and, ultimately, their complete happiness.
Guest: Dwayne Kushniruk, Tim Edward & Brandon Taylor
Episode Description: Dwayne Kushniruk, Tim Edwards, and Brandon Taylor, from OneBridge Solutions, a subsidiary of OneSoft Solutions, talk with host Jordan Goodman about OneBridge Solutions game changing approach to helping predict and eliminate potential oil and gas pipeline problems. Through the power of big data and machine learning, OneSoft’s new SaaS approach to anticipating and preventing pipeline failures has the potential to be a game changer in the fuel industry. Kushniruk, Edwards and Taylor explain their company’s innovative high powered approach and the investment opportunities offered.
Guest Bios: Dwayne Kushniruk has co-founded, managed and invested in several private and public software companies since 1981. These include the Abacus Software Group, Microrim Inc., Baseline Technologies Inc.,Exchequer Software Inc., and Opus Software Technologies Inc. Mr. Kushniruk founded Vision Pay Inc. to provide payroll and HR software for Navision products and he identified and managed the acquisition of Denver-based Serenic Software, Inc. Mr. Kushniruk identified a purchaser and managed the sale of the Serenic operating divisions in mid-2014, which generated a gain for shareholders at a premium to the share price and subsequently set the stage to pursue the cloud technology opportunities that OneSoft is now involved with. Mr. Kushniruk is one of the major shareholders and will continue to manage the Company’s M&A growth strategy, public company matters and capital markets initiatives.
Tim Edward has spent the past 22 years pioneering software applications for the pipeline industry. He was a co-founder of Baseline Technologies Inc., which successfully developed new processes to analyze ILI data in 1997. He subsequently pioneered development of new Public Awareness processes and other specialized software functionality for the industry. He continues to maintain strong working relationships with industry leaders, associations and regulators, whose common objective is to improve the antiquated systems that no longer appropriately serve industry requirements. Tim functions as President of OneBridge, in his visionary role to move the projects forward.
Brandon Taylor, President of US operations, has served as CTO of the OneSoft companies since 2004. He has been involved in numerous technology projects with Microsoft, including the Technology Adoption Program (TAP) for Microsoft Dynamics since 2009, and the Managed Cloud Services initiative (MCS), which has focused on advancing Microsoft's volume cloud business model for Dynamics ERP products. He was re-appointed as one of the eight partners who comprise Microsoft's worldwide ERP partner advisory council (PAC) in 2016, which focuses on improving the deployment of Microsoft-based software applications world-wide.
Guest: Paul Moore
Episode Description: Paul Moore, partner in Wellings Capital, joins host Jordan Goodman to discuss Wellings Capital and their highly successful Class B multi-family facility investment strategy and investor opportunities. Moore, is the author of ‘The Perfect Investment: Creating Enduring Wealth from the Historic Shift To Multi-Family Housing.’ Moore and Wellings Capital consistently secure high return low risk outcomes from well-considered, prudent investments by buying Class B commercial multi family properties. Wellings makes significant changes to the physical structures, management, and marketing, resulting in increased returns for investors. Investors in experience returns in the neighborhood of 5-10% cash-on-cash each year, and then a total return, including principal paydown and appreciation on equity, of 14-20% annually. Pretty healthy considering how risk averse multi family investment really is! Investors get current cash flow generated from operations, typically paid out on a quarterly basis.
Guest Bio: Paul Moore is a highly successful entrepreneur, investor, author of The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing (2016), and co-host of the wealth building podcast ‘‘How To Lose Money’. A founding partner in Wellings Capital, Paul’s investment philosophy and practice is one of long term stable investments that yield satisfying multi-generational outcomes. After graduating with an engineering degree and then an MBA from Ohio State, Paul entered the management development track at Ford Motor Company in Detroit. After five years, he departed to start a staffing company with a partner. They sold it to a publicly traded firm five years later. Along the way, Paul was Finalist for Ernst & Young’s Michigan Entrepreneur of the Year two years straight (1996 & 1997). Paul later entered the real estate sector, where he flipped over 50 homes and 25 high-end waterfront lots, appeared on HGTV’s House Hunters, rehabbed and managed rental properties.
Searchable Show Topics
- Employer plans
- Federal policy
- Federal Reserve
- Financial planning
- Hot markets
- Income streams
- Kids and Money
- Mergers and Acquisitions
- Money management
- Non-Traditional Employment
- Passive income
- Personal finance
- Portfolio management
- Real estate
- Revenue streams
- Risk management
- Safe investments
- Stocks and bonds
Jordan on Fox News discussing the deficit and how you can pay off your mortgage in 5 to 7 years instead of 30 years by using a strategy called Mortgage Equity Optimization. You can find out more about it by clicking here.
Jordan discusses low mortgage rates & higher bank fees on the View. Find out more about Mortgages and Mortgage Equity Optimization and how to save on credit card fees.