Triple Margin Freedom

Mark L. Mathia

Triple Margin Freedom – More Profit. More Time. Unstoppable Teams—Delivered Through Practical Leadership Coaching and Deep Business Strategies.  I give driven business owners and executives actionable coaching that unlocks triple margin freedom—more profit without chaos, more time for life, unstoppable teams—using clear insights, strengths-based tools, and real strategies that turn constant hustle into sustainable success.

  1. APR 6

    From Collections to 'Retire With Joy': Jason Lenagh's Journey to Enlightened Financial Planning

    Host Mark sits down with Jason Lenagh, Founder of Enlightened Financial Planning, to trace Jason’s path from collections to building a firm that helps families “retire with joy.” They discuss Jason’s income-first, four-step planning framework that treats investments like income-generating real estate, solves for unknown timelines, protects guaranteed needs, allocates surplus intentionally, and emphasizes tax efficiency and compounding. The episode closes with practical advice for entrepreneurs about following sparks of joy, creating margin, and building a life aligned with values. Disclaimer: Investment Risks: All investments involve risk, including the potential loss of principal. The Gestalt Method™ and the Portfolio Waterfall™ strategy are investment methodologies and do not guarantee a profit or protect against loss in a declining market. While these strategies seek to provide retirement income by harvesting capital gains, dividends, and interest, there is no guarantee that such cash flows will be generated or sustained. No Guaranteed Income: The "Lesson from Real Estate" analogy is for illustrative purposes only. Unlike real estate rental income, dividends and interest payments from securities are not guaranteed and may be reduced or eliminated at any time by the issuing entity. Furthermore, if the "core investments" decrease in value, the overall sustainability of the portfolio may be compromised, potentially requiring the liquidation of shares even during market downturns. Substantiation and Performance: Claims regarding growth and risk management describe strategic goals, not guaranteed outcomes. Past performance is not indicative of future results. Tax and Legal Advice: Jason is a Investment Advisor Representative with TLG Advisors, Inc., a SEC Registered Investment Advisor. While this podcast discusses tax-efficiency, RMDs, and tax planning strategies, it should not be construed as specific tax or legal advice. Clients should consult with a qualified tax professional or attorney regarding their individual situation.

    45 min
5
out of 5
9 Ratings

About

Triple Margin Freedom – More Profit. More Time. Unstoppable Teams—Delivered Through Practical Leadership Coaching and Deep Business Strategies.  I give driven business owners and executives actionable coaching that unlocks triple margin freedom—more profit without chaos, more time for life, unstoppable teams—using clear insights, strengths-based tools, and real strategies that turn constant hustle into sustainable success.