37 episodes

A new perspective on retirement and business exit planning for entrepreneurs and business owners

The Retiring Entrepreneur Podcast Brett Fellows, CFP®

    • Business
    • 5.0 • 2 Ratings

A new perspective on retirement and business exit planning for entrepreneurs and business owners

    Finding Peace, Purpose, and Authenticity with Neelma Pyfrom

    Finding Peace, Purpose, and Authenticity with Neelma Pyfrom

    Brett interviews Neelma Pyfrom, a life coach, life strategist, and founder of Living Lotus Life Coaching, based in Mount Pleasant, South Carolina. As a life coach and strategist, Neelma works with clients to help them find peace, purpose, and authenticity.

    [08:26] How Neelma Pyfrom addresses the topic of work-life balance with her clients.
    [13:00] How to create good habits to achieve your goals.
    [16:37] Where most people tend to go wrong when it comes to their goals, according to Neelma Pyfrom.
    [19:54] How Neelma works with her clients to help them build confidence.
    [28:12] The most important thing life coach Neelma Pyfrom tells her clients who are dealing with anxiety.
    [36:07] The one thing Neelma wishes she had known when she started her business.
    [38:18] The one book Neelma gifts the most that has inspired her in her own journey of self-development.

    For more information and resources related to this episode, please visit the show notes.

    • 41 min
    Transforming Organizations Through Talent Retention with Dr. Troy Hall

    Transforming Organizations Through Talent Retention with Dr. Troy Hall

    Brett interviews Dr. Troy Hall, an award-winning culture strategist, radio show host, speaker, author, and talent retention expert. With more than 40 years of practical leadership experience and a Ph.D. in Global Leadership & Entrepreneurship, Dr. Troy's passion is helping others succeed. 

    In this episode, you'll learn:
    Dr. Troy's approach to finding new talent How Dr. Troy teaches leaders to lean into discomfortWhat Dr. Troy means by “creating good agreements” with others How Dr. Troy counsels his clients on fear Why Dr. Troy believes personal development and business development are interdependentFor more information and resources related to this episode, please visit the show notes. 

    • 47 min
    Carving Out Your Niche in a Crowded Market with Stephanie McCullough

    Carving Out Your Niche in a Crowded Market with Stephanie McCullough

    Brett interviews Stephanie McCullough, founder and CEO of Sofia Financial, an independent financial planning firm based in Berwyn, Pennsylvania. In this episode, Stephanie shares the steps she took to build her brand, develop her voice, and appeal to women who may be intimidated by the idea of having important conversations about money.

    For more information and resources related to this episode, please visit the show notes. 

    • 37 min
    Assembling Your Small Business A-Team with Geison Moura

    Assembling Your Small Business A-Team with Geison Moura

    Brett interviews Geison Moura, former professional footballer and founder of Stimulus Athletic, a Minneapolis-based sportswear supplier offering custom-made uniforms at affordable prices.

    For more information and resources related to this episode, please visit the show notes. 

    • 40 min
    Demystifying Medicare with Boomer Benefits' Danielle Roberts

    Demystifying Medicare with Boomer Benefits' Danielle Roberts

    Brett interviews Danielle Roberts, Medicare expert and co-founder of Boomer Benefits, a health insurance agency that helps baby boomers and seniors navigate Medicare in 48 states. Danielle is also author of the book 10 Costly Medicare Mistakes You Can't Afford to Make.

    For more information and resources related to this episode, please visit the show notes. 

    • 36 min
    How to Maximize Profits While Working Fewer Hours with Matt Hudgins

    How to Maximize Profits While Working Fewer Hours with Matt Hudgins

    In this episode, Brett interviews Matt Hudgins. As a financial business coach and co-founder of the ProfitabilityMD Podcast, Matt helps business owners grow revenue, increase cash flow, eliminate taxes, and prepare to “Retire IN” their business and free up more valuable time. Matt is also the founder of Mosaic Wealth Management, an investment advisory firm based in Atlanta, Georgia.

    For more information and resources related to this episode, please visit the show notes. 

    • 49 min

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