466 episodes

Chasing after Financial Freedom often bankrupts other parts of life. That’s why the Conscious Investor Podcast goes beyond Financial Freedom and helps investors cultivate Personal Freedom by featuring experts in the core areas of health, mindset, and investing. If you’re looking to grow financially, if you long to unleash your full potential, and build a life of meaning without bankrupting the most important parts of  life then this show is for you.  I’m your host, Julie Holly, let’s dive in!

The Conscious Investor Julie Holly

    • Business

Chasing after Financial Freedom often bankrupts other parts of life. That’s why the Conscious Investor Podcast goes beyond Financial Freedom and helps investors cultivate Personal Freedom by featuring experts in the core areas of health, mindset, and investing. If you’re looking to grow financially, if you long to unleash your full potential, and build a life of meaning without bankrupting the most important parts of  life then this show is for you.  I’m your host, Julie Holly, let’s dive in!

    Ep472: 3 Confidence Killers and What to Do Instead

    Ep472: 3 Confidence Killers and What to Do Instead

    Are you struggling with self-doubt that keeps you from achieving your goals? If so, tune in as we uncover the three hidden culprits sabotaging your confidence and offer actionable strategies to conquer them. Don’t miss this episode that your future self will thank you for. 


    KEY TAKEAWAYS


    How commonly used expressions sabotage your self-assurance 
    Why procrastination and delay are detrimental to your confidence 
    Strategies to take decisive actions toward your goals 
    Impact of external noise on your self-perception and growth


    RESOURCES/LINKS MENTIONED


    Brendon Burchard: https://bitly.ws/3dY9G
    Michael A. Singer: https://bitly.ws/3dY9p
    Michael Neill: https://amzn.to/4a9uibg
    The Daily Stoic by Ryan Holiday: https://amzn.to/3uQ72je
    Soundtrack by Jon Acuff: https://amzn.to/3SHTiPq
    Start by Jon Acuff: https://amzn.to/49M17ui 


    CONNECT WITH US


    Schedule a 20-min get-to-know each other call - bit.ly/3OK31kI

    Schedule a 30-min call to learn about investing with Three Keys Investments - bit.ly/3yteWhx


    Visit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!


    If you’re looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1I


    Go deeper into your reflection with the Conscious Investor Growth Exercises. Click the link to access now https://bit.ly/46mLPKu 


    Ready to accelerate your efforts? Click the link to learn more and apply to the Conscious Investor Growth Accelerator. Space is limited to 12 people https://bit.ly/3QA6K76 


    Join us at The Conscious Investor on Apple Podcasts! Leave an honest rating and review at https://tinyurl.com/24tf2rj9. Your feedback is invaluable to us – let us know your take on our episodes! Please RSS: Review, Subscribe, Share! 

    • 23 min
    Ep471: Leveraging Deferred Sales Trust (DST) for Tax-Efficient Investing with Brett Swarts

    Ep471: Leveraging Deferred Sales Trust (DST) for Tax-Efficient Investing with Brett Swarts

    Join us in today’s episode as Brett Swarts unveils the game-changing deferred sales trust (DST) strategy for high-net-worth individuals to conquer capital gains tax and achieve financial liberation. Listen until the end as we explore the importance of tax-deferred strategies in your investments. Tap in to learn more!


    KEY TAKEAWAYS


    Key concepts in understanding arbitrage 
    Pros and cons of 1031 exchange and deferred sales trust (DST)
    Tips to educate investors on being a seller carry in real estate transactions
    Why are tax-deferred strategies crucial in your investments?
    3 common misconceptions about DST and why they aren’t true


    RESOURCES/LINKS MENTIONED


    Building A Capital Gains Tax Exit Plan by Brett P. Swarts: https://amzn.to/3InjjPv
    PIMCO: https://bit.ly/49Xk65d
    Anfield Capital Management: https://www.anfieldcapital.com/ 


    ABOUT BRETT SWARTS


    Brett Swarts is the Founder of Capital Gains Tax Solutions and a leading expert in Deferred Sales Trusts, with over $500 million in transactions closed. As a licensed California Real Estate Broker, best-selling author, and podcast host, Brett's mission is to unlock capital gains tax for high net-worth individuals, guiding them to make an impact with their wealth.


    CONNECT WITH  BRETT


    Websites: Capital Gains Tax Solutions: https://capitalgainstaxsolutions.com/ | Brett Swarts: brettswarts.com
    YouTube: Capital Gains Tax Solution: https://bitly.ws/3eeb7 


    CONNECT WITH US


    Schedule a 20-min get-to-know each other call - bit.ly/3OK31kI

    Schedule a 30-minute call to learn about investing with Three Keys Investments - bit.ly/3yteWhx
    Visit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!
    If you’re looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1I
    Go deeper into your reflection with the Conscious Investor Growth Exercises. Click the link to access now https://bit.ly/46mLPKu 
    Ready to accelerate your efforts? Click the link to learn more and apply to the Conscious Investor Growth Accelerator. Space is limited to 12 people https://bit.ly/3QA6K76 
    Join us at The Conscious Investor on Apple Podcasts! Leave an honest rating and review at https://tinyurl.com/24tf2rj9. Your feedback is invaluable to us – let us know your take on our episodes!
    Please RSS: Review, Subscribe, Share!

    • 43 min
    Ep470: Shifting From Outcome to Opportunity

    Ep470: Shifting From Outcome to Opportunity

    Attract exciting opportunities as we explore the power of co-creation and welcoming unexpected chances. Stay tuned to learn how to break free from rigid expectations and shift your mindset from chasing results to embracing the thrill of what unfolds!


    KEY TAKEAWAYS


    Why you should detach yourself from outcomes
    The value of co-creating with God 
    How living a checklist life impacts our desired outcomes 
    Key role of parents in nurturing their children’s individuality and growth
    Powerful advice for pursuing outcomes and opportunities


    CONNECT WITH US


    Schedule a 20-min get-to-know each other call - bit.ly/3OK31kI

    Schedule a 30-min call to learn about investing with Three Keys Investments - bit.ly/3yteWhx

    Visit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!


    If you’re looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1I


    Go deeper into your reflection with the Conscious Investor Growth Exercises. Click the link to access now https://bit.ly/46mLPKu 


    Ready to accelerate your efforts? Click the link to learn more and apply to the Conscious Investor Growth Accelerator. Space is limited to 12 people https://bit.ly/3QA6K76 


    Join us at The Conscious Investor on Apple Podcasts! Leave an honest rating and review at https://tinyurl.com/24tf2rj9. Your feedback is invaluable to us – let us know your take on our episodes! Please RSS: Review, Subscribe, Share!

    • 23 min
    Ep469: Dismantle the Unconscious Block Holding You Back with Mark England

    Ep469: Dismantle the Unconscious Block Holding You Back with Mark England

    Join Mark England as he explores the crucial connection between breath and mindset. Learn how your thoughts shape your breathing, impacting your interactions and experiences. Dive deep into the victim mentality and discover powerful strategies to dismantle it, unlocking your full potential and creating a life beyond feeling stuck.


    KEY TAKEAWAYS


    The transformative benefits of saying better words and breathing properly 
    Signs to tell that you have a victim mentality 
    Factors that influence your language and mindset 
    Actionable steps to overcome the victim mentality
    Simple ways to strengthen your mindset 


    RESOURCES/LINKS MENTIONED


    Construct Your Life With Austin Linney: https://bit.ly/49qoXw5
    Building Men: https://apple.co/3T2FY8q
    TEDx Talks: https://bitly.ws/3cNDh
    The Invisible Gorilla by Christopher Chabris and Daniel Simons: https://amzn.to/3w5BSEO
    Barbell Shrugged: https://bitly.ws/3cPeQ
    X: Mike Bledsoe: https://bitly.ws/3cPeY


    If you're up for a vocabulary challenge that can transform your life, join and download the Soft Talk Challenge at https://enlifted.me/softtalk/, or you may visit YouTube at https://bitly.ws/3cPhw for more. Explore and extract words and vocabulary that will elevate your mindset and communication skills. 


    ABOUT MARK ENGLAND


    Mark, the co-founder of Enlifted, boasts 16 years of experience, including conducting over 5000 coaching sessions, leading 750 workshops, appearing on 350 podcasts, featuring in 2 documentaries, producing 3 online courses, presenting 1 TEDx Talk, and certifying over 350 Enlifted Coaches.


    CONNECT WITH MARK


    Website: Enlifted: https://enlifted.me/  


    CONNECT WITH US


    Schedule a 20-min get-to-know each other call - bit.ly/3OK31kI
    Schedule a 30-minute call to learn about investing with Three Keys Investments - bit.ly/3yteWhx
    Visit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!
    If you’re looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1I
    Go deeper into your reflection with the Conscious Investor Growth Exercises. Click the link to access now https://bit.ly/46mLPKu 
    Ready to accelerate your efforts? Click the link to learn more and apply to the Conscious Investor Growth Accelerator. Space is limited to 12 people https://bit.ly/3QA6K76 
    Join us at The Conscious Investor on Apple Podcasts! Leave an honest rating and review at https://tinyurl.com/24tf2rj9. Your feedback is invaluable to us – let us know your take on our episodes! Please RSS: Review, Subscribe, Share!

    • 49 min
    Ep468: Happy Birthday Conscious Investor Podcast!

    Ep468: Happy Birthday Conscious Investor Podcast!

    Toast to another incredible year! Join us for a special episode where we relive our favorite moments from the past four years and honor the influential guests who shaped conscious investors like you. Tune in now for a glimpse into our plans and celebrate with us!


    KEY TAKEAWAYS

    Humble beginnings of The Conscious Investor podcast 
    The importance of selecting the right guest for your show 
    Notable podcast guests you can learn from and connect with 
    Key reasons for taking ownership of your life
    Why is commitment essential for a podcast host


    RESOURCES/LINKS MENTIONED


    GarageBand: https://bitly.ws/3eHSJ
    Jerome Myers, PE, MBA, PMP: https://bitly.ws/3eHSQ   
    Jeremy Goodrich: https://bitly.ws/3eHST
    Anthony Vicino: https://bitly.ws/3eHSZ
    Bronson Hill: https://bit.ly/3IjFNRj
    Ep467: Unplug to Reconnect to What Matters Most with Pace Morby: https://bit.ly/3wJeihq
    Brittney ("Coach Britt") Oliver' Baker: https://bitly.ws/3eI6d
    @the.ashley.beeman: https://bitly.ws/3eI6s
    Ben Lawson: https://bitly.ws/3eI6C
    Diane Yoder: https://bitly.ws/3eI6N
    Asa Santiago: https://bitly.ws/3eIh4 


    Do you like figuring out how things work, or do you prefer understanding what motivates people in life? I'd love to hear your thoughts! Email me at julie@julieholly.com, and let's dive deeper into the conversation! 


    Join me in spreading the word! Share the podcast with friends via text or social media. Tag us on Instagram @theconsciousinvestorpodcast. Let's take back control together!


    CONNECT WITH US


    Schedule a 20-min get-to-know each other call - bit.ly/3OK31kI
    Schedule a 30-min call to learn about investing with Three Keys Investments - bit.ly/3yteWhx


    Visit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!


    If you’re looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1I


    Go deeper into your reflection with the Conscious Investor Growth Exercises. Click the link to access now https://bit.ly/46mLPKu 


    Ready to accelerate your efforts? Click the link to learn more and apply to the Conscious Investor Growth Accelerator. Space is limited to 12 people https://bit.ly/3QA6K76 


    Join us at The Conscious Investor on Apple Podcasts! Leave an honest rating and review at https://tinyurl.com/24tf2rj9. Your feedback is invaluable to us – let us know your take on our episodes! Please RSS: Review, Subscribe, Share!

    • 34 min
    Ep467: Unplug to Reconnect to What Matters Most with Pace Morby

    Ep467: Unplug to Reconnect to What Matters Most with Pace Morby

    Are you overwhelmed by the constant demands of work, family, and personal life? In this conversation, Pace Morby highlights the power of creating a harmonious blend of your roles, leading to a more fulfilling and balanced life. Be confident in navigating family responsibilities, work goals, and self-care as we dive in!


    KEY TAKEAWAYS


    What is transferable wealth, and why should you strive to achieve it
    The importance of achieving a healthy work, family, and life balance
    Compelling reasons to exemplify self-care in entrepreneurship
    Advantages of delegating tasks to your team
    How can hiring the right people make you more efficient with your time


    RESOURCES/LINKS MENTIONED


    Grant Cardone: https://grantcardone.com/
    Real Estate Investing Events & Conferences: https://bit.ly/48rez5M 


    ABOUT PACE MORBY


    Pace hosts A&E's 'Triple Digit Flip' and is a leading real estate investor known for his innovative creative finance strategies. With thousands of doors nationwide and a portfolio exceeding $450 million, Pace shares his expertise online, making him a top resource for aspiring real estate investors.


    CONNECT WITH PACE


    Website: Pace Morby: https://pacemorby.com/ | A&E Triple Digit Flip: https://www.aetv.com/
    X: @PaceJordanMorby: https://twitter.com/pacejordanmorby
    Instagram: @pacemorby: https://bitly.ws/3d3xZ 


    CONNECT WITH US


    Schedule a 20-min get-to-know each other call - bit.ly/3OK31kI

    Schedule a 30-minute call to learn about investing with Three Keys Investments - bit.ly/3yteWhx


    Visit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!


    If you’re looking for an affordable healthcare solution, check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1I


    Go deeper into your reflection with the Conscious Investor Growth Exercises. Click the link to access now https://bit.ly/46mLPKu 


    Ready to accelerate your efforts? Click the link to learn more and apply to the Conscious Investor Growth Accelerator. Space is limited to 12 people https://bit.ly/3QA6K76 


    Join us at The Conscious Investor on Apple Podcasts! Leave an honest rating and review at https://tinyurl.com/24tf2rj9. Your feedback is invaluable to us – let us know your take on our episodes! Please RSS: Review, Subscribe, Share!

    • 47 min

Top Podcasts In Business

The Diary Of A CEO with Steven Bartlett
DOAC
The Martin Lewis Podcast
BBC Radio 5 Live
A Book with Legs
Smead Capital Management
Making Money
Kindling Media
Big Fish with Spencer Matthews
Global
Fail Forward
Henri Ghijben

You Might Also Like

Lifetime Cash Flow Through Real Estate Investing
Rod Khleif
A Better Life with Brandon Turner
Brandon Turner
BiggerPockets Real Estate Podcast
BiggerPockets
THE ED MYLETT SHOW
Ed Mylett | Cumulus Podcast Network
Creating Wealth Real Estate Investing with Jason Hartman
Jason Hartman
Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business
The Rich Dad Media Network