13 avsnitt

Stress caused by changing life situations can be reduced if you have a plan. Listen to this podcast if you are approaching retirement; changing jobs because you have to or want to; or you just want to jumpstart your life

Changing the Rules Wildfire Podcasts

    • Investering

Stress caused by changing life situations can be reduced if you have a plan. Listen to this podcast if you are approaching retirement; changing jobs because you have to or want to; or you just want to jumpstart your life

    Episode 13: Phil Burgess, guest

    Episode 13: Phil Burgess, guest

    "It's better to wear out than to rust out." This is the wisdom Phil Burgess found after "failing at retirement twice." After his several false starts at retirement, and lots of self-reflection, Phil wrote a book called, "Reboot: What to do when your career is over but your life isn't." He also writes a weekly column for The Annapolis Capital Gazette called "Bonus Years," where he interviews retirees who are doing interesting things that are rewarding and satisfying.
    This perspective fits perfectly into our theme of "Changing the Rules" and the purpose of our Friends Connection Conference, 2020. Listen to learn more.

    • 36 min
    Episode 12: You Need a Plan - Bonnie Shay, guest

    Episode 12: You Need a Plan - Bonnie Shay, guest

    Changing The Rules is about embracing and controlling change in our lives. Today we spoke with Bonnie Shay, a natural born planner, and a natural born change avoider! Despite her natural instincts, and in working within her instinctive nature, Bonnie designed a life that continually gets better for her. Listen to her inspiring story to learn how she has evolved into rolling with the punches and being grateful for the changes in her life.
    Bonnie is a perfect example of our mission for The Friends Connection. Planning is key to a great life!

    • 39 min
    Episode 11: On Being Grateful

    Episode 11: On Being Grateful

    At this time of year, we're often reminded to find things to be grateful for. Today, Ray, KC and their guests Kris Parsons and Marc Bernstein talk about things they're grateful for. But perhaps more importantly, they discuss what they plan to do to build on that gratitude.

    • 35 min
    Episode 10: Helping Clients Plan Their Golden Years: Marc J. Bernstein, Guest

    Episode 10: Helping Clients Plan Their Golden Years: Marc J. Bernstein, Guest

    People tend to think of retirement planning as accumulating a specific dollar amount to live on for the rest of their lives. But how do they really know what the right number is? Unless you know how you want to spend your money, you can't know how much you need, and how it should be allocated among savings and investment accounts.
    Today we speak with Marc J. Bernstein, author of Fiscal Therapy Solution 1.0, about how he helps his clients avoid putting the cart before the horse and planning their lifestyle before they look at the money.

    • 38 min
    Episode 09: Guests Shelly O'Donovan & Matt Siegel

    Episode 09: Guests Shelly O'Donovan & Matt Siegel

    Do you ever feel that you're speaking and no one is getting the message? Shelly O'Donovan is Master of Influence & CEO of Authentic Influence Group. Her mission is to help individuals learn how to both deliver and receive messages as speakers, presenters, executives, employers, and more. Through body language, learned focus, and training in reading others, she teaches people how to cultivate authentic influence. Shelly teaches Persuasive Speaking to undergrads and graduates students at The Wharton School of The University of Pennsylvania.
    Matt Siegel, principal of Millstone River Wealth Management, joins us again to continue his conversation on goal-based planning and how to communicate with clients in order to provide the direction and service needed to realize their goals.
    Shelly and Matt join a lively and informative discussion on body language, communication and so much more.

    • 36 min
    Episode 08: Compliance & Ethics, Joseph E. Murphy, CCEP, guest

    Episode 08: Compliance & Ethics, Joseph E. Murphy, CCEP, guest

    On our podcast we talk about Changing The Rules to make your life better. Our guest, Joe Murphy believes corporations need to change the way they approach compliance issues.These range from cheating consumers, rigging bids, paying bribes, and sexual harassment. Joe talks with us about how corporations need to start instituting change from the top, down. "It's not the little guys, it's the guys in the C-Suite. Corporate wrong-doing is not so much about greed and money, as about power. Joe wants to change that. Listen for some lively discussions.

    • 34 min

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