Finance Frontier Finance Frontier

Welcome to the Finance Frontier podcast, where we bring you in-depth conversations with financial experts to help you navigate the complex world of money management. On this episode, we are joined by a special guest, Bill Hines. He is the President of Emancipare Investment Advisors, based in Pennsylvania.

In this episode, we'll be delving into Bill's background and his journey to becoming a financial advisor. Bill's blue-collar upbringing and military experience have given him a unique perspective on personal finance and the importance of financial independence.

After leaving the military, Bill was acutely aware of the predatory lending practices targeting servicemen and women. He realized that many people, not just military personnel, were being taken advantage of. This motivated him to educate himself on personal finance and to start his own investment advisory practice, Emancipare Investment Advisors.

Over the years, Bill has seen decades of innovation in the financial industry and has helped countless clients achieve their financial goals. He specializes in retirement planning, investment management, and tax-efficient strategies.

In this episode, Bill shares his insights on how to create a comprehensive financial plan that takes into account your unique circumstances and goals. He discusses the importance of managing debt, saving for retirement, and building a diversified investment portfolio. He also emphasizes the role of working with a financial advisor and how to find the right one for your needs.

So, if you're ready to learn from a seasoned financial expert and gain valuable insights on how to take control of your finances, you won't want to miss this episode. Let's dive in!

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Bill is the president of Emancipare Investment Advisors (https://emancipare.com/)

Schedule a meeting with Bill on his AdvisorFinder profile (https://www.app.advisorfinder.com/advisor-profile/2X6ny05W/Bill-Hines)

Follow Bill on Twitter @EmancipareFIRE (https://twitter.com/EmancipareFIRE)

Connect with Bill on LinkedIn (https://www.linkedin.com/in/emancipare/)

Disclosure: The Finance Frontier podcast does not provide and does not intend to provide investment or legal advice through this content. Information contained on this video is for informational and educational purposes only. Use your discretion.

Welcome to another full episode of the Finance Frontier podcast. In this episode, we have the pleasure of hosting Ryan Sullivan, PE. Ryan is the founder of his own financial firm, Off the Beaten Path Financial, that specializes in serving clients in the building industry, specifically, architects and engineers.

Ryan's journey to becoming a financial advisor is unique and inspiring. Prior to starting his own firm, he had a highly successful career as a mechanical engineer. Throughout his 20s, Ryan grew an engineering department to over $1 million in annual recurring revenue, demonstrating his exceptional skills as a leader and an entrepreneur. Throughout his career, Ryan became increasingly interested in finance and investing, leading him to pursue a new path as a financial advisor.

In this episode, Ryan shares his story of how he made the transition from engineering to finance, and the challenges he faced along the way. He also discusses his approach to working with clients, and why he is particularly drawn to serving engineers, architects, and other building industry professionals.

If you're interested in learning more about the world of finance and how you can apply it to your own career or business, this episode is a must-listen. Ryan's insights and experience offer a valuable perspective on the industry, and his journey is sure to inspire anyone who is considering a career change or looking to grow their own business.

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Referenced:

• Resource Ryan mentioned at 25:05 - RealVision (https://www.realvision.com/)

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Connect with Us

• Follow Ryan on Twitter @InvestorSully (https://twitter.com/investorsully)
• Website for Ryan's firm: OBP Financial (https://www.obpfinancial.com/)
• Connect with Ryan Sullivan on LinkedIn (https://www.linkedin.com/in/ryan-sullivan-pe-2b7185169/)
• Follow OBP Financial on LinkedIn (https://www.linkedin.com/company/off-the-beaten-path-financial/)
• Find Ryan's profile on AdvisorFinder (https://www.app.advisorfinder.com/advisor-profile/Ox5k4B6j/Ryan-Sullivan)
• Sign up for Ryan's newsletter: The Trail Report (https://www.obpfinancial.com/the-trail-report)

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Disclosure: The Finance Frontier podcast and the AdvisorFinder YouTube channel do not provide and do not intend to provide investment or legal advice through this content. Information contained on this video is for informational and educational purposes only. Use your discretion.

Thank you for listening, and we hope you enjoyed the episode!

In this episode, we chat with Tyler Purcell, a former powerlifter turned financial planner, about the intriguing correlation between fitness and finance.

Tyler has developed a unique framework that combines these two seemingly unrelated topics into a powerful tool for improving your physical and financial well-being. The framework consists of five key steps:

1) The first step is to assess where you currently are, both financially and in terms of your health. Understanding your starting point is crucial in order to make informed decisions about what steps you need to take to achieve your goals.

2) The second step is to set a goal for where you want to be. This means having a clear vision of what you want to achieve, whether it's a certain amount of savings or a particular level of fitness. Having a specific goal in mind helps to motivate and guide your actions.

3) The third step is to be consistent and disciplined. This is where the hard work comes in, whether it's sticking to a budget or sticking to a workout routine. Consistency is key when it comes to achieving your goals.

4) The fourth step is to be patient. Building wealth and improving your health takes time and effort. It's important to have realistic expectations and to stay committed even when progress seems slow.

5) The final step is to have accountability and support. Having someone to hold you accountable, whether it's a financial advisor or a workout buddy, can make all the difference. It's also important to have a support system in place to help you stay motivated and on track.

Tyler's framework is a powerful tool for anyone looking to build wealth and improve their health. Whether you're just starting out or you're well on your way, there are always steps you can take to improve your financial and physical well-being. Join us as we delve deeper into this fascinating topic with Tyler Purcell.

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Tyler is a financial advisor with Kiplinger Wealth Advisors (https://www.kiplingerwealth.com)

Tyler’s profile on AdvisorFinder (https://www.app.advisorfinder.com/advisor-profile/BA5OnM34/Tyler-Purcell)

Follow Tyler on Twitter @TylerPurcell24 (https://twitter.com/TylerPurcell24)

Connect with Tyler on LinkedIn (https://www.linkedin.com/in/tylerpurcell-kipwealth/)

Disclosure: The Finance Frontier podcast and the AdvisorFinder YouTube channel do not provide and do not intend to provide investment or legal advice through this content. Information contained on this video is for informational and educational purposes only. Use your discretion.


Thank you for listening, and we hope you enjoy the episode!