Find out what makes the greatest people great and how to apply those lessons to your family, business and life. Join fintech entrepreneur, attorney Mitchell Chadrow as he shares inspiring stories from startups, leaders and entrepreneurs with excellent business success, and world-class execution and influential people globally.
Visit Him On: http://mitchellchadrow.com
Answernet Entrepreneur Founder Gary Pudles Show 081
Gary Pudles, (@GaryPudles) is the founder, and CEO of Answernet, was named by Inc. Magazine Inc. 500, as one of the “fastest-growing businesses” in the US. In 2019, AnswerNet which handles tens of millions of calls and Internet contacts for thousands of clients, ranging from Fortune 100 firms to small private practices also has 25 call centers around the country.
For several years, Gary has taught an entrepreneurial class at the Wharton School of Business at the University of Pennsylvania. He is also involved in a Startup Camp and the International Startup Festival. Gary has the heart of a teacher, loves speaking about business so listen up to his entrepreneurial stories. Gary has time for several hobbies and interests outside of family and work. How does Gary start most working days, what does he look for in people that he hires and what excites him most about building companies?
Gary shares with us the leadership lessons he learned along the way. We explore how and why Gary started Answernet. What Gary’s parents did that influenced him in business and how this background shaped his positive outlook.
Listen to the episode on Apple Podcasts, Spotify, Overcast, Stitcher, Castbox, Google Podcasts, or on your favorite podcast platform.
This episode is brought to you by BankSmarter. Do you want to Bank Smarter? Then you know what a pain the banking process is. BankSmarter was created to make your life easier – whether you are banking with a credit union, community, the regional or national bank, or any number of the new digital banks. BankSmarter lets you access all of your financial options from one simple dashboard, it works with a select group of financial institutions, locally, statewide and nationally, including: .
Success Attitude Go All In Do Whatever It Takes With Robert Brus Show 080
Success Attitude Go All In Do Whatever It Takes With Robert Brus Show 080
What is the "Go All In" Podcast Movement? Find out just Listen Up to Show 080. I interview Robert Brus, Founder of the Go All In Podcast Movement. Robert tells us his story where he has a can-do attitude of "do whatever it takes"to live your life to its absolute maximum potential.
Robert shares his own inspiring story of from guests that have "Going All In."
The common theme throughout the episode is Robert's strong foundation of commitment to success no matter the cost. Some entrepreneurs face extremely difficult decisions in life and some people make bad decisions, the point is, they "go all in," and I have absolutely no doubt that you'll draw inspiration from this Listen Up Show and the Robert Brus experience. Are You All In?
Check out Robert's movement at: https://www.goallin.com.au/
Covisum SaaS Founder Joe Elsasser Show 079
Joe Elsasser Founder SaaS Covisum
Covisum help advisors and their clients create a shared vision of the future. Their suite of financial planning tools, Social Security Timing, Tax Clarity, and, SmartRisk, financial advisors can take a multidimensional, holistic view of retirement for their clients. The company enhances their software services by offering expert training and awesome support. And the firms community of like-minded advisors enables members to leverage each other’s knowledge and experience to enhance their business practices, expertise, and centers of influence.
Joe created and patented a software program back in 2011 called Social Security Timing.
Joe has helped thousands of financial advisor clients identify optimal Social Security claiming strategies for their clients. He also co-authored the book "Maximize Your Social Security." Joe has been involved in the financial services industry since 2001 as an advisor, a marketer, and a coach. He was also the Director of Advisory Services for Senior Market Sales, Inc. The same company that owns a majority stake in Covisum and purchased Joe's financial planning business, Sequent.
Joe has been featured in the Wall Street Journal, US News & World Report, CBS MoneyWatch, Investment News, Morning Star, Reuters, New York Daily News and other respected media outlets.
Why did the software catch on so quickly well pensions have been disappearing over the last decade, markets can be seen as unreliable so social security is even more critical for families to create a lifetime income stream in retirement? Joe lets us know how critical the choices available and how the consequences of those choices can actually derail our retirement. The software compares every possible election strategy available to married couples, single people, divorced people, widows, government employees and even those who have already elected and generates a full report incorporating multiple possible ages of death, cost of living adjustments, including claiming instructions, cash flow report, income gap report, and more.
tags: SaaS, Fintech, software, technology, tax clarity, social security, retirement, financial planning, financial planners, covisum,
Dan Lok Passive Income High Ticket Sales Genius
Dan Lok passive income high ticket sales genius is known as the millionaire mentor.Dan, is a best selling author, TEDx opening speaker, marketing and sales genius. Dan Lok is a Chinese-Canadian business tycoon and worldwide educator. Dan leads a international learning system that spans across more than 120+ countries. Dan has literally taught millions of people helping them develop high-income skills, builds your financial confidence and master unlock true financial confidence and master your money destiny. Beyond his success in business, And the host of The Dan Lok Show – a series featuring billionaire tycoons and millionaire entrepreneurs. Today, Mr. Lok continues to be featured in hundreds of media channels and publications every year and is widely seen as one of the top business leaders by millions around the world.
Unlock It and FU Money - Dan's Two Top Business Books
- Dan’s small business resource
Shoulders of Titans and High Ticket Sales Secrets- Dan's podcasts Audible - Get a FREE Audiobook & 30 day trial if you’re not currently a member!
VirtualCash, Inc. - Learn how to create your financial plan one step at a time!★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★ Podcast: http://thedanlokshow.danlok.linkInstagram: http://instagram.danlok.linkYouTube: http://youtube.danlok.link Linkedin: http://mylinkedin.danlok.link
Listen Up Show Notes
Base your business pricing not on time but results. Dan loves Bruce Lee and the quote from Bruce Lee. “Simplicity is the ultimate sophistication.”
Your pricing should be based on the results you can provide, not by the hours you spend working on the project. Do your due diligence and research before deciding to partner up. Build the right audience for your business
Financial Planner Josh Scandlen Founder Heritage Wealth Planning
Josh Scandlen is a Financial Planner and founder of Heritage Wealth Planning a comprehensive financial planning firm located in Georgia. In March of 2018, Josh left USAA after working there for 10 years then worked for a few smaller companies and early this year left being a w-2 employee to start his own financial planning firm and has a successful youtube channel helping people with tax planning, retirement planning, estate planning, and everything finance. He started his financial services career at Vanguard in the late 90's.
Although Josh does not manage money any money he still registered as an investment advisor which is an extra cost and can to some be a regulatory hurdle that others would not want to go through.
With four kids and his wife at home, how was he going to pay the bills to find the extra money while building up his business? In starting a business you must have money to start up a business and he used a distribution in his 401(k) and paid the 10% penalty.
Has always engaged with the public with doing seminars and tried to demystify the financial planning, estate planning experience. He had an epiphany why do seminars in front of 15 locally when he can do youtube videos in front of potentially thousands and now gets a lot of clients directly from doing his youtube channel.
Josh says the top three things the people, couples make is not understanding the tax code. He says that investment management is not financial planning. If married filing jointly just don't plan for today but think about the tax bomb in your retirement plan. He says you will not always be married filing jointly. You must think about Medicare premiums tax on social security vs did I beat the market?
Not having a durable power of attorney it survives incapacity so a big qualified plan your individual plan and spouse no right to it so if your spouse needs access court order vs durability of power of attorney.
Don't focus so much on active investment management use Jack Bogle Vanguard philosophy.
Josh recommends a financial planning tool called Maximize My Social Security founder Laurence Kotlikoff Professor of Economics, Boston University and President of Economic Security Planning, Inc. This resource only costs individuals or families $40 bucks per year.
Trump's executive order on Required Minimum Distributions for all retirement assets. Increase tables for RMD's at 70 1/2 you are forced to take out an amount divided by 27.4. Maybe what should be done is a redo of these tables so instead push them back to 75 as people are living longer and maybe increase what you divide. Deferring taxes is not eliminating taxes so at some point someone is going to pay it merely kicking the can down the road.
Josh has written several books that you should check out:
Financial Entrepreneur Anthony Thomson Bank Founder UK Metro Atom AU 86 400
Financial Entrepreneur Anthony Thomson Bank Founder UK Metro Atom AU 86 400. Anthony Thomson, Founder of three banks two in the UK Metro Bank and Atom Bank and most recently Australia 86 400 Neobank.
Awesome to listen to!
What a great podcast. Mitchell nails it with amazing guests and information on business, entrepreneurship and what not. I love listening to this show and learning so much from each and every episode. Keep up the great work!
Smart content by a smart man
Mitchell knows how entrepreneurs and business creators think. He has a keen sense of relevance led by curiousity. The episodes are a great listen for anyone looking for meaty context.