99 episodes

Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for you and your family. There is one life to live--so take the helm, plan ahead, ask questions, and tune in with Bill on the Retire As You Desire Podcast!

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Retire As You Desire Bill Bloom

    • Investing

Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for you and your family. There is one life to live--so take the helm, plan ahead, ask questions, and tune in with Bill on the Retire As You Desire Podcast!

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    How to Get Unstuck with Owner Shift with Mike Malatesta

    How to Get Unstuck with Owner Shift with Mike Malatesta

    Often, entrepreneurs hit success, and then it just stops there in that one success. They get stuck, and then they don’t know how else to move on from there. The same is true for Mike Malatesta. In this episode of The Retire As You Desire podcast, host Bill Bloom is joined by Entrepreneur, Investor, Author, Host & Creator of How'd it Happen Podcast to talk about Mike’s book Owner Shift and his next big goal.
     
    Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined.
     
    Mike, the How’d It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people’s lives and, maybe, the world.
     
    Mike lives in Wisconsin with his wife, Jamy. He’s active in YPO, Abundance 360, and Vistage Worldwide.
     
    Where to find Mike:
    Website: https://mikemalatesta.com/
    LinkedIn: https://www.linkedin.com/in/mikemalatesta/
    Twitter: https://twitter.com/MikeMalatesta
     
    Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://www.amazon.com/Owner-Shift-Getting-Selfish-Unstuck/dp/1544523912/
     
     
    Show notes:
    [2:15] What was it like for Mike to sell his 2nd company
    [6:32] Why was it important to him to bring up the next generation and teach them?
    [8:56] Which one of the sales of his companies was more rewarding for Mike?
    [11:49] Mike’s new book: Owner Shift
    [14:58] What does Owner Shift mean?
    [23:22] Breakdown or take a break
    [29:13] On his podcast’s success
    [32:17] How writing the book changed his way of thinking
    [36:11] Mike’s biggest financial goal moving forward
    [37:34] Where to pick up a copy of Mike’s book, Owner Shift
     
     
    Connect with Bill Bloom 
    Web: https://www.bloomfinancialco.com/
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: https://www.linkedin.com/in/bloomfinancial/
    FB: https://www.facebook.com/retireasyoudesirepodcast
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 39 min
    If They Don't Pay, They Won't Pay Attention with Steve Sims

    If They Don't Pay, They Won't Pay Attention with Steve Sims

    In today’s episode, Bill talks with Speaker, Author, Coach, and CEO of Bluefish, Steve Sims, about making things happen through pure passion. They also talk about how he started doing his speakeasies and how the pandemic changed his personal and entrepreneurial life. So if you’re looking for more motivation to do the things you are passionate about, this episode is it.
     
    Quoted as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine, Steve Sims is a best-selling Author with "BLUEFISHING - The Art of Making Things Happen," sought-after consultant and a speaker at a variety of networks, groups, and associations as well as the Pentagon and Harvard - twice!
     
    As the founder of Bluefish, one of the top personal concierge services, and an expert marketer within the luxury industry, Steve has been quoted in various publications & TV, including the Wall Street Journal, Forbes, London's Sunday Times, South China Morning Post, and many more.
     
    Want to sing with your favorite rock star, be serenaded by Andre Bocelli, walk the red carpet at A-List Oscar parties, get married in the Vatican, Dive to the wreck of the Titanic - these are just a few highlights of what Steve has been asked to provide for his clients.
     
    He makes the impossible - possible, after all, he is quoted as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine.
     
    An entrepreneur in the truest sense of the word, Steve is well regarded within the luxury world for his innovation and down-to-earth personality. Known for his honesty, integrity, and doing things "his way," Steve creates experiences for his clients that they could never have imagined being possible.
     
    Connect with Steve:
    Website: www.stevedsims.com
    LinkedIn: www.linkedin.com/in/stevedsims
    IG: @stevedsims
    FB: facebook.com/groups/stevedsims
     
    Listen to his podcast: stevedsims.com/podcast



    Show notes:
    [2:11] What did the pandemic do for Steve?
    [5:02] On closing three businesses at the same time
    [10:54] Keeping it simple and having fun while creating value for their clients
    [16:55] Testing his credibility by having speakeasies
    [27:14] The most common issues the entrepreneurs who go to his speakeasy has
    [35:39] The largest cheque he has ever received through his connections
    [37:18] What does money mean to Steve?
    [41:21] Where to find Steve
     
     
    Connect with Bill Bloom 
    Web: www.bloomfinancialco.com
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: www.linkedin.com/in/bloomfinancial
    FB: facebook.com/retireasyoudesirepodcast
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. 
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 41 min
    Success Leaves Clues with Kelly Cardenas

    Success Leaves Clues with Kelly Cardenas

    In today’s episode, Bill talks with his good friend, Author, Podcast Host, Speaker, and the Founder and CEO of Kellycardenas.com, Kelly Cardenas himself. They talk about Kelly’s audiobook, Success Leaves Clues, and what inspired him to write it. They also share how they met each other, what it’s been like to have each other as friends, and a peek at their personal lives. 
     
    Kelly Cardenas is a Forbes contributor, Author, Podcaster, Founder-CEO of a National multi-million dollar Brand, and a Cultural efficiency Coach. Cardenas is the go-to when it comes to constructing a CULTURE that will have sustained success in all aspects of your business. He believes that building an iconic Brand, Business, and Empire is a simple process once we start to focus on what really matters. Cardenas’ system zeros in on the heartbeat of any organization—PEOPLE!
     
     
    Connect with Kelly:
    Website: https://www.kellycardenas.com/
     
    LinkedIn: https://www.linkedin.com/in/kelly-cardenas-78613763/
     
    Get his audiobook: https://www.kellycardenas.com/#book
     
    Listen to his podcast: https://www.kellycardenas.com/#podcast
     
     
    Show notes:
    [2:09] How did Bill and Kelly meet?
    [2:57] His audiobook, Success Leaves Clues
    [7:00] On raising his kids
    [10:17] Where do Kelly’s best life ideas come from?
    [14:42] The Hideout
    [22:21] What does retiring as he desires to mean to Kelly?
    [25:18] Where to find Kelly and what’s new for him
    [28:31] What’s Bill’s advice for people about retiring as they desire?
    [40:00] Outro
     
     
    Connect with Bill Bloom 
    Web: https://www.bloomfinancialco.com/
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: https://www.linkedin.com/in/bloomfinancial/
    FB: https://www.facebook.com/retireasyoudesirepodcast
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 40 min
    The Cornerman with Dr. Jeff Spencer

    The Cornerman with Dr. Jeff Spencer

    Another excellent episode with Dr. Jeff Spencer. The Cornerman is for folks like Tiger Woods, Chris Voss, U2, Bono, and many others. They spoke about what it takes to get to the highest levels in life.
     
    About Dr. Jeff Spencer:
    At seven he committed to becoming an Olympic cyclist. At twenty-one, he competed in the Olympics. Soon after he realized that helping exceptional performers tap into their highest potential was as equally satisfying to him, as competing and winning himself. Ever since, he has coached top-tier performers into Elite Performers. He has changed their habits, strengthened their minds and gave them the tools to consistently deliver at the height of their games.
     
    Connect with Dr. Jeff Spencer:
    https://www.drjeffspencer.com/
    https://get.havecustomersforlife.com/cornerman-application
    jeff@drjeffspencer.com 
     
    Show notes:
    [0:00] Intro
    [2:30] Being able to work with the highest level collaborators on the planet 
    [3:25] Having three angels in his life
    [9:40] Crafting a path forward for others to see their talents and unique gifts
    [13:04] How Dr. Jeff sets goals and celebrates accomplishments
    [16:48] Diving deeper into Gocus
    [21:04] What money means to Dr. Jeff
    [24:10] Bringing a certain level of security
    [25:05] Where to find more of Dr. Jeff?
    [26:48] Outro
     
    Connect with Bill Bloom 
    Web: https://www.bloomfinancialco.com/
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: https://www.linkedin.com/in/bloomfinancial/
    FB: https://www.facebook.com/retireasyoudesirepodcast
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 26 min
    How Focusing On Small Improvements Creates HUGE Results With Kevin Palmieri

    How Focusing On Small Improvements Creates HUGE Results With Kevin Palmieri

    In today’s episode, Bill is joined by the Founder, CFO, and Host of Next Level University, Kevin Palmieri. They talk about the importance of having a 1% improvement every day no matter what you do. Kevin also shares how he found his purpose in life and inside stories about his and Alan’s podcast, Next Level University.
     
    Kevin Palmieri is the Founder, CFO & Host of the Next Level University, a Global Top 100 Self-Improvement podcast with more than 1000 episodes reaching over half a million people in more than 125 countries on how to improve your life, love, health & wealth.
     
    Kevin is a Podcast Consultant specializing in helping CEOs & Entrepreneurs grow, scale & monetize their podcasts.
     
    Kevin believes in a heart-driven but NO BS approach to inspiring, motivating & educating others on what it REALLY takes to get to the Next Level!
     
    Reach out to Kevin:
    Website: https://www.nextleveluniverse.com/
    LinkedIn: https://www.linkedin.com/in/kevin-palmieri-5b7736160/
    IG: https://www.instagram.com/neverquitkid/
    FB: https://www.facebook.com/kevin.palmieri.90
     
    Check out their podcast: https://podcasts.apple.com/ca/podcast/next-level-university/id1221110027
     
    Show notes:
    [1:58] How did Kevin get into podcasting?
    [5:40] How has everything he does help him find his own North Star?
    [8:08] What are some of the stories he has heard that stood out to him?
    [10:36] Why is being consistent so important?
    [14:01] Where did he learn about 1% improvement, and why is it important?
    [16:54] What is the future of podcasting for Kevin?
    [18:54] Kevin’s advice for people who want to start a podcast?
    [21:52] What do Kevin and Alan learn from each other?
    [24:46] How do they manage their team?
    [27:00] On habits
    [28:40] What does money mean to Kevin?
    [29:51] Where to find Kevin and his podcast
     
    Connect with Bill Bloom 
    Web: https://www.bloomfinancialco.com/
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: https://www.linkedin.com/in/bloomfinancial/
    FB: https://www.facebook.com/retireasyoudesirepodcast
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 31 min
    Small Stakes Practices For Big Stakes Results with Chris Voss

    Small Stakes Practices For Big Stakes Results with Chris Voss

    How can you win a negotiation?
     
    In today’s episode, we are with the author of "Never Split The Difference" and Black Swan Group owner, Chris Voss. Bill and Chris talk about the different small practices that can result in huge impacts. They also talk about what it takes to win a negotiation as Chris was the lead FBI negotiator and trainer for many years. Listen to this incredible interview today!
     
    Find more about Chris Voss:
    https://www.blackswanltd.com/home
    https://www.blackswanltd.com/our-team/chris-voss
    https://blog.blackswanltd.com/the-edge



    Show notes:
    [1:35] How Bill met Chris Voss
    [3:09] Getting access to Chris’ newsletter and a ton of incredible information
    [5:42] Coaching a kidnapping story
    [13:21] How important is it to understand the other side?
    [19:30] How important is it to listen?
    [25:12] The future vision for himself and his companies
    [29:56] Things that stood out for Chris while publishing his book
    [36:25] What does money mean to Chris?
    [38:05] Text Black Swan Method to 33777
    [40:56] Outro
     
     
    Connect with Bill Bloom 
    Web: https://www.bloomfinancialco.com/
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: https://www.linkedin.com/in/bloomfinancial/
    FB: https://www.facebook.com/retireasyoudesirepodcast
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 41 min

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