Guest: Ron Lieber
Description: From teaching your kids money skills to current financial topics, Ron Lieber covers it all in his books and in his New York Times column. Host Jordan Goodman talks with Lieber about his book, ‘the Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money,’ why he wrote it and the important lessons it contains for both parents and their children. Lieber’s book helps families have the kinds of financial discussions. Goodman and Lieber continue on to cover a wide range of financial topics including Equifax, credit card debt, and Trump’s proposed tax plan.
Guest Bio: Ron Lieber is the author of The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money, which was an instant New York Times and Wall Street Journal bestseller. Ron has been the “Your Money” columnist for The New York Times since 2008. Before coming to The Times, he wrote the “Green Thumb” personal finance column for The Wall Street Journal and was part of the startup team at the paper’s Personal Journal section.Ron’s first book Taking Time Off: Inspiring Stories of Students Who Enjoyed Successful Breaks from College and How You Can Plan Your Own, co-authored with Colin Hall, was a New York Times bestseller in 1996. He also wrote Upstart Start-Ups, a book for young entrepreneurs, and was the co-author of a guidebook to the best entry-level jobs in the United States.Ron spent 14 years at the Francis W. Parker School in Chicago and graduated from Amherst College. He lives in Brooklyn with his wife and two daughters.
Guest: Chris Hogan
Description: Is retirement an age you reach, like 62, or a financial goal? Chris Hogan, retirement guru, financial advisor and Dave Ramsey personality, wants us to switch our perspectives to looking at retirement as something that happens once we reach specific financial set points rather than age. Hogan talks with host Jordan Goodman about setting goals, how to evaluate whether you've reached retirement and determining f not now, how long till you get there. It all starts with a plan, says Hogan, including understanding what you want to do in retirement and what that might cost.
Guest Bio: Chris Hogan is the #1 national best-selling author of Retire Inspired: It’s Not an Age. It’s a Financial Number and host of the Retire Inspired Podcast. A popular and dynamic speaker on the topics of personal finance, retirement and leadership, Hogan helps people across the country develop successful strategies to manage their money in both their personal lives and businesses.
Guest: Kevin Short
Description: Why sell your business for anything less than the maximum? Kevin Short, renowned mergers and acquisition authority, joins host Jordan Goodman to discuss how can a company sell for an outrageous price? What are the key elements of positioning your business to exceed industry average prices by alot? How can you attract deep pocketed buyers? What is the key competitive advantage your business brings to the table and are the owner and the company ready for a sale to happen?.
Guest Bio: Kevin Short is the Managing Partner and CEO of Clayton Capital Partners, a St. Louis-based investment banking firm specializing in merger and acquisition advisement. Beginning in 2007, Thomson Reuters, FactSet Mergerstat and Investment Dealers’ Digest all ranked Clayton Capital Partners as a top U.S. M&A firm. The firm was the winner of the 2014 Acquisition International M&A Firm of the Year Award. Kevin is the author of Sell Your Business For An Outrageous Price, winner of the 2015 Axiom Business Book Award Bronze Medal for Entrepreneurship. Short has orchestrated more than 150 purchase/sale transactions with an aggregate value of more than $1 billion. As an expert in mergers and acquisitions, Short has been named a judge for the M&A Advisor Award. He writes and speaks frequently to groups of business owners, advisers to business owners and academics. Mr. Short divides free time between his family working to enable the education of children from low-income families.
URL: http://www.kevinmshort.com/ & http://www.thinkoutrageous.com/
Guest: Ed Lyon
Description: If avoiding tax mistakes and penalties while maximizing tax savings is your goal then Ed Lyon, author, consultant, and founder of Tax Strategies, has knowledge-based advice for you. Ed talks with host Jordan Goodman about tax mistakes, tax planning, tax strategies, tax reform and more. Lyon is a recognized authority on tax practices. He brings his humor, insights and experience to a top-level conversation about everything taxes. Listen to hear Lyon’s counsel about tax planning and the potential to trip audit flags, the difference between tax preparation and tax planning and the question almost everyone wants to hear: how to pay less in taxes.
Guest Bio: Ed Lyon is an authority on tax planning – an author, consultant, speaker, the co-founder of TaxCoach™ Software, and Chief Tax Strategist for Financial Gravity, a Dallas-based provider of Fractional Family Office services. He’s actively involved in mentoring members during our weekly Member Call-Ins and through individual coaching with advanced TaxCoach™ members. Ed is also the Chief Tax Strategist for Financial Gravity. Ed leads the effort in ensuring that the latest tax practices are researched and provided to all members. He’s a member of many elite tax groups, as well as small business owner mentoring networks. Ed has written seven books on tax and financial planning, and is a sought-after speaker to accountants, financial professionals, and business owners throughout the country. He has appeared on over 300 radio and television broadcasts, with over two dozen national television appearances, including interviews on CNN, Fox News, MSNBC, and CNBC.
Guest: Richard C Cella III
Description: Which side of the retirement savings gap are you on? Are you one of the few who’ve saved enough or one of the who majority haven’t? There’s a retirement crisis in the U.S.! Richard Cella, author of ‘Your Personal Retirement Machine,’ talks with host Jordan Goodman about creating retirement readiness and what financial freedom really means. Cella explores his 7 Rules for Successful Retirement Investing, emphasizing sound guidelines that significantly improve investor’s likelihood of arriving at retirement age in a position to have both time and money. Cella and Goodman talk about the 4 Pillars of Investing and why Cella believes that retirement planning is the most important.
Guest Bio: Richard C. Cella, III is author of the book “Your Personal Retirement Machine,” and the founding partner of Ipswich Bay Advisors, a Massachusetts wealth management firm. He is also a member of Ed Slott’s Elite IRA Advisor Group, the nation’s leading experts regarding IRAs, tax planning, and retirement distributions. Richard began his financial services career in 1983 as a life insurance agent for John Hancock. Since that time, he has excelled in his professional growth as an investment advisor to complement his expertise in retirement plans such as 401(k)s and IRAs. He is an industry leader not only for his business growth but for the breadth and quality of his client services. Richard is licensed in several states and holds a full complement of securities licenses under FINRA including series 6, 7, 24, 26, 63, 65, and 66 enabling him to offer his clients the complete universe of investment options including fee-based investment advice and alternative investments.
Guest: Chris Prefontaine
Description: Is it really possible to buy real estate without using your own cash or credit? Is financial freedom through real estate investing truly possible? Chris Prefontaine, author of Amazon bestseller ‘Real Estate on Your Terms – Create Continuous Cash Flow Now, Without Using Your Cash or Credit’, talks with host Jordan Goodman about his extensive personal and professional experience both as a real estate investor and as a coach helping others to successfully learn real estate investing. As a big advocate of continually learning and improving, Fontaine discusses some of his biggest lessons along the way and how both new and experienced investors can ease their learning curve.
Guest Bio: Chris Prefontaine is the Best Selling author of Real Estate on Your Terms – Create Continuous Cash Flow Now, Without Using Your Cash or Credit. Chris has been in real estate for 25+ years. His experience includes the construction of single family and duplex homes, owning a Realty Executives Franchise as broker / owner, and coaching ½ million+ realtors to scale & automate. He’s done condo conversions (multi family homes to condos) and “raise the roof” projects (converting single family ranches to colonials). Chris is a big advocate of constant education and participates regularly in high end mastermind groups and consulting with private mentors. He runs his own buying and selling businesses, buying 2-5 properties monthly and helping clients do the same thing. Chris and his family/team have done over 80 million in real estate transactions. They mentor, coach, consult and actually partner with students. He’s the founder of SmartRealEstateCoach.com and SmartRealEstatecoachPodcast.com.
URL: https://www.smartrealestatecoachpodcast.com/ and http://www.smartrealestatecoach.com/
Guest: Danielle DiMartino
Description: Danielle DiMartino joins host Jordan Goodman for a high level discussion about the Federal Reserve and her insights into what might be on the table with Trump, interest rate hikes, and more. Trump has the opportunity to reshape the Federal Reserve - will he take it and if he does, what might he do and what would the ramifications be? What happens if he fails to make meaningful change? DiMartino Booth and Goodman talk about the Fed’s balance sheet and it’s relationship to data. What happens to the balance sheet if and when another recession comes along? How should the Feds fight the next recession? DiMartino Booth and Goodman explore these topics and more in a fast moving, well-informed discussion.
Guest Bio: Danielle DiMartino Booth is a global thought leader on monetary policy and economics. She is the author of ‘FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America’ and the founder of Money Strong LLC. DiMartino Booth is also a full-time columnist for Bloomberg View, a business speaker, and a commentator frequently featured on major media outlets. Prior to Money Strong, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas. She continues to research, write and speak on the financial markets. DiMartino Booth has a reputation for making bold predictions based on meticulous research, perspective and experience. DiMartino Booth has a BBA from the University of Texas at San Antonio, an MBA in Finance and International Business from the University of Texas at Austin, and an MS in Journalism from Columbia University.
Guest: Dorie Clark
Description: Dorie Clark, popular author, adjunct professor and respected thought leader, joins Host Jordan Goodman to talk about creating multiple revenue streams and the changing entrepreneurial landscape. As the job market continues to quickly evolve, increasing numbers of people will find themselves in non-traditional employment, essentially responsible for finding and creating work for themselves. Clark believes just about everyone can learn how to monetize what they do and should not only to earn more money but also to protect against downswings and employment changes. Clark and Goodman discuss Clark’s new book, Entreprenurial You. Clark interviewed more than 50 very high earning entrepreneurs to understand how and why they found success and how readers can apply those lessons to get started creating your own revenue streams
Guest Bio: Dorie Clark is an adjunct professor at Duke University’s Fuqua School of Business and the author of Entrepreneurial You, Reinventing You and Stand Out, which was named the #1 Leadership Book of 2015 by Inc. magazine. A former presidential campaign spokeswoman, the New York Times described her as an “expert at self-reinvention and helping others make changes in their lives.” A frequent contributor to the Harvard Business Review, she consults and speaks for clients including Google, Microsoft, and the World Bank. You can download her free Entrepreneurial You self-assessment workbook and learn more at dorieclark.com/entrepreneur.
Guest: Gary Smith
Description: Exactly what is value vesting and why should every investor be familiar with it? Author and economist Gary Smith joins host Jordan Goodman to talk about Value Vesting and Smith’s new book Money Machine: The Surprisingly Simple Power of Value Vesting. Smith and Goodman talk about what value vesting is and what it isn’t, how it’s different than investing methods that try to time the market, and why value investors look at investments so differently than what most contemporary investment strategies recommend. Smith talks about why gold and collectibles are not investments that value investors turn to and why value investors like investments with solid dividends and earnings at a low price. Smith brings his customary common sense and well thought out understandings of the interplay between market,psychology and finance to a conversation that every level of investor should find interesting and fruitful.
Guests: Al Clopine and Joe Anderson
Description: How will Trump’s proposed income tax plan affect you and your taxes? Al Clopine and Joe Anderson of Pure Financial talk with host Jordan Goodman about the changes that Trump’s proposal could have on you and your finances. Anderson and Clopine take a closer look at different tax brackets, estate tax reform, individual tax strategies that are at risk and end-of-year tax planning tips for Trump’s proposed plan. Goodman, Clopine and Anderson wrap up this episode with a vigorous discussion focused on the insightful end of year tax planning with actionable steps for listeners to take now to improve and consolidate their financial well being, regardless of Trump’s proposed plan. Recommended end of year tax planning includes getting organized, maxing out contributions to retirement accounts, checking IRA distributions, employer sponsored retirement plans, Roth conversions, FSA, home mortgage acceleration, charitable contributions, and especially paying attention to tax efficiency.
Guest: Whitney Nicely
Episode Description: Whitney Nicely talks with host Jordan Goodman about flipping houses and investing in real estate with no money down, no credit and no banks! Nicely, a real estate investor, flipper and real estate investment teacher, helps beginning real estate investors get past their fear and into actual investing. Goodman and Nicely discuss which is safer, investing in the stock market or investing in real estate, why everyone should take a close look at real estate investing and steps to take to find your first deal
Guest Bio: Whitney Nicely went from no investments (or strategies) to 19 houses, 19 apartment units and 7 chunks of land in less than three years all bringing monthly money to her bank account on auto pilot. She has traveled the United States speaking on stages, teaching her simple strategies, and meeting with other successful real estate investors- and still buying houses the way she teaches others. Whitney is a dog mom to Abby the Labby-130 pounds of loving fur, wifey to Jason East- an apartment investor, stepmom to Gavin (12) and Harrison (10). Since 2016, Whitney has led and trained hundreds of future real estate rock stars to grow their portfolios, collect checks and achieve financial freedom. 100's of real estate newbies are securing leads, signing deals and scaling their dream incomes through the First Deal Done Fast Program.
Guest: Gary Stone
Episode Description: Gary Stone, author and Managing Director of Share Wealth Systems, addresses one of the biggest problems most Americans face: not having enough money set aside to live comfortably in retirement.
Guest Bio: Gary Stone, Managing Director, Share Wealth Systems, is the author of “Blueprint to Wealth: Financial Freedom in 15 Minutes a Week.” Gary has a Bachelor of Science degree majoring in Computer Science and Mathematics. He started his investing career in the stock market in 1989. Combining two of his main business interests, computing, and the stock
market, Gary established a business that provides active investing research, solutions, services and coaching to everyday investors. Gary has researched and designed two commercially available investing methodologies for self-directed investors who invest in the U.S. and Australian stock markets. His business has also developed its own commercially available intermediate-range charting software called Beyond Charts.
Guest: Steve Down
Episode Description: This unusual episode begins with Steve Down, serial entrepreneur and passionate force for good, talking with Jordan Goodman about his journey to founding multiple businesses embodying Cause Capitalism. The discussion takes a surprising turn as callers-in to the show ask Down questions related to The Falls Event Center, Evergreen Aviation & Space Museum, and more.
Guest Bio: Steve Down is a man with a cause. Many causes, in fact. His companies are a force for good, as Steve has an unwavering commitment to building businesses that change our lives and communities for the better.
Guest: Kerry Lutz
Episode Description: Kerry Lutz, found of The Economic Survival Network and Author of 'Viral Podcasting', talks with host Jordan Goodman about the critical urgency of being able to perceive economic reality, as well as the ability to separate truth from government-inspired economic fantasy. All investors need to be able to do so for economic survival and prosperity - and Lutz - as founder and host of The Financial Survival Network, is dedicated to making this possible. Lutz also talks with Goodman about his new book, 'Viral Podcasting', and the intricacies of creating multiple revenue streams from podcasts
Guest Bio: In 2010, Kerry gave up most of his other interests to pursue his long held desire of becoming a radio show host. Thus the Financial Survival Network was born. Its mission is helping readers and listeners to prosper and thrive in the New Economy. He has done hundreds of interviews with such financial luminaries as Peter Schiff, Harry S. Dent, Martin Armstrong, Jim Rogers, Marc Faber and Peter Grandich. He continually releases new segments and interviews on iTunes and YouTube. His new Triple Lutz Report was an instant hit and continues to increase audience share. As he says, “The Financial Survival Network, It’s All About What’s Next!“
Guest: Belinda Rosenblum
Episode Description: Why do people bury their head in the sand about personal finances? Must fear of money be a permanent roadblock to financial stability? What are the skills necessary to gain peace of mind about money management and how can people learn them? What is relationship between dreading financial issues and living paycheck to paycheck? Belinda Rosenblum and Jordan Goodman explore the behind-the-scene reasons why people fail to take control of their financial lives and why and what people can do to gain peace of mind and financial mastery. Goodman and Rosenblum explore how to rewrite your money story, exploring the baby steps that can lead to acceptance, comfort, and success.
Belinda is the creator of the Money Makers Academy and the coauthor of SELF-WORTH TO NET WORTH: 12 Keys to Creating Wealth Inside and Out, both offering a step-by-step approach to help you build your financial self-esteem and manage your own financial life. If she’s not talking about financial freedom, Belinda is likely enjoying the sunshine and chasing after her marathon-running husband, teenage step daughter, and 2 spirited toddler
Guest: Benjamin Brandt
Episode Description: Benjamin Brandt, CFP, talks with host Jordan Goodman about why planning for retirement means so much more than just money. People need to work on building happiness beyond jobs and finding meaning beyond golf and grandkids. Brandt uses many examples based on his military experience to illustrate retirement planning concepts and practices with colorful, memorable examples. Brandt talks with Goodman about the importance of not doing silly, reactive things while also not avoiding making necessary changes. Broad, diversified investments across the market with minimal fund costs can yield income while preserving assets. Very boring, non-sexy investments can be the approach to best serve retirees needs for safety and income.
Guest Bio: Benjamin Brandt is a CERTIFIED FINANCIAL PLANNER™ and Founder/President of Capital City Wealth Management, a Bismarck, North Dakota fee-only financial planning company. He is the host of the popular podcast Retirement Starts Today Radio and the accompanying blog. Benjamin is an Iraqi combat veteran having served in the North Dakota Army National Guard for 8 years, including a 15-month deployment to Iraq in 2003. You may have seen Benjamin featured in The Huffington Post, CNBC.com, Forbes, Business Insider, ClarkHoward.com, and many others. In his free time, Benjamin and his wife Kristen can be found on the weekends at the hockey rink, or on the gymnastics and wrestling mats, chasing their three energetic children. Learn more about Benjamin at his site, Retirement Starts Today.
URL: retirementstartstoday.com retirementstartstodayradio.com
Guest: Ric Edelman
Episode Description: What's the truth about YOUR financial future? Do you know? Do you want to know? Would you change what you're doing if you could understand how technology will radically change almost every aspect of your future life, including your financial planning needs? Ric Edelman, best selling author, host of The Ric Edelman Show and internationally recognized financial advisor, joins Jordan Goodman, host of The Money Answers Show, to talk about his new best seller, 'The Truth About Your Future.' Edelman is the Founder and Executive Chairman of Edelman Financial Services. Edelman believes that thanks to technology and extended projected life spans we’ll need three distinctly different financial plans - one for now, one for later, and another for much later. Current financial planning isn’t enough! Edelman and Goodman explore why this is true and unpack the assumptions that current financial plannings assumes, why those assumptions won’t work and what the implications are for all of us.
Guest Bio: For 30 years, Ric Edelman has worked to teach everyday people about personal finance. He’s widely regarded as a top financial advisors, having been named in 2016 among the country’s Top 10 Wealth Advisors by Forbesmagazine,1 the nation’s #1 Independent Financial Advisor (three times) by Barron’s,2 and one of the “10 most influential figures” in the investment advisory field by RIABiz in 2013. . Ric is also a #1 New York Times bestselling author with more than 1 million copies collectively in print, The Ric Edelman Show has been on radio for more than 25 years. Ric has been named among the top 100 talk shows hosts for four years by TALKERS magazine. Ric and his wife, Jean, founded Edelman Financial Services to provide financial planning and investment management services. Today, the firm’s 157 advisors serve more than 33,000 individuals and families from 43 offices coast-to-coast, managing more than $18.5 billion in assets. Ric and Jean live in the suburbs of Northern Virginia.
Guest: Lindsey Anderson
Episode Description: Are you ready to change the trajectory of your business and generate more traffic and leads? Lindsey Anderson, founder and CEO of TrafficandLeads.com, talks with host Jordan Goodman about how doable highly successful social media campaigns can be for small business owners. Anderson teaches how to utilize the web through her CLICK Technique: Curiousity + Land + Irresistable offer + Cultivate +Keep going. While Anderson says her CLICK technique will not change business profit margins in a week, following her sound and doable principles can change profit margins and businesses for great long term outcomes. A must-listen episode for all small business owners and those considering starting their own business!
Guest Bio: One-Click Lindsey is a web strategy expert working with small business owners to help them utilize the web to produce more website trafﬁc and leads. Lindsey is the founder and CEO TrafﬁcAndLeads.com that specializes in driving trafﬁc, getting leads and the art of nurturing leads to become lifelong clients. One-Click Lindsey is an expert in landing pages, email sequences, search engine ranking, newsletters, analytics, social media, pay-per-click ads, websites, blogging … the list goes on. She knows how to utilize the myriad of online marketing options to generate more trafﬁc and leads which produces more paying clients.
URL: www.trafficandleads.com www.oneclicklindsey.com
Guest: Kathy Fettke
Episode Description: Kathy Fettke, top real estate investor, coach and host of ‘The Real Wealth Show’, joins host Jordan Goodman to discuss the US housing market and what’s going on with real estate investors. Fettkespecializes in helping people build multi-million dollar real estate portfolios through creative finance and planning. Fettke and Goodman discuss whether the US market is in a bubble, where are the good markets for flipping properties, why foreign investors in the US market are so active, where to find the highest cash flow in the current real estate market and more. Will lending loosen up? How will a recession affect real estate investments? What are the best and safest strategies today? Tune in for a conversation filled with great information.
Guest Bio: Kathy Fettke is passionate about helping people create real wealth and passive monthly cash flow by investing in income-producing assets like real estate. The Co-CEO and Co-Founder of Real Wealth Network, Kathy is an active real estate investor, a licensed real estate agent and former mortgage broker. Kathy is a frequent guest expert on CNN, BNN, CNBC, Fox News, NPR, CBS MarketWatch and the Wall Street Journal. She hosts The Real Wealth Show. Kathy was recently recognized as one of Goldman Sachs’ 100 Most Intriguing Entrepreneurs – two years in a row. In 2002, Kathy’s husband Rich was diagnosed with deadly melanoma. He survived but that scare forced her into action, interviewing millionaires on her show and learning their secrets. The segments changed her life as well as her listeners. Kathy is an avid traveler and enjoys hiking, rock climbing, skiing, figure skating, and surfing. She lives in Malibu, California with her husband, Rich, and their two daughters.
Guest: Michael Eastham
Episode Description: Michael Eastham, financial expert and author of the new book 'Common Sense Income Strategies', talks with Jordan Goodman about the golden rules of reality-based investing. Eastham's book lays out a step-by-step plan of action for those looking to build their retirement income. Eastham believes that when we reach the age of 50, we need to change from a portfolio filled with stocks and growth investment strategies an approach more compatible with retirement income. Through his book, Eastham aims to share his financial wisdom with every day families, business owners, and anyone seeking to secure a better future and accomplish their long-term financial goals.
Guest Bio: Michael Eastham, CPA, PFS, is the founding principal of Fellowship Financial Group, renowned author and recognized expert in the areas of financial strategies, retirement planning, and asset protection. His companies have grown out of a passion for excellence, coupled with a desire to serve families and business owners in accomplishing their financial goals using conservative investment strategies. Mr. Eastham has been involved in financial services for over twenty five years. He is an active member of the American Institute of CPA's, holds a Personal Financial Specialist (PFS) designation, has a BBA in Accounting, holds a Series 65 & 63 securities licenses as well as licenses in Insurance and Annuities.
Mr. Eastham teaches Adult Education courses and Continuing Education for CPAs, Financial Planners, Insurance Professionals, Attorneys and the Florida Association of Realtors. Michael and his wife Vickie have 4 children and reside in Lake Mary, Florida.
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.