45 episodes

We discuss how to live the best life possible with the time you have left from a lifestyle planning perspective.

Real Wealth Podcast Leading Edge Financial Planning, LLC

    • Business

We discuss how to live the best life possible with the time you have left from a lifestyle planning perspective.

    Thrift to Empowerment: Goodwill's Reach | S3:EP5

    Thrift to Empowerment: Goodwill's Reach | S3:EP5

    Dive into the expansive world of Goodwill Industries beyond thrift stores. Join CEO Laura Ritterbush as she unveils the diverse services empowering individuals through comprehensive job training, innovative employment programs, and inclusive adult education initiatives. Discover how Goodwill pioneers opportunities for those facing disabilities or barriers, fostering dignity, purpose, and vibrant community engagement. Tune in to embark on a transformative journey of empowerment and meaningful employment.
    Key Points:
    - Goodwill Industries provides much more than just thrift stores, including job training, employment programs, and adult education classes.
    - Their contracts department employs people with disabilities or other barriers through manufacturing contracts.
    - They help people with disabilities qualify for Medicaid waiver programs to allow them to work without losing benefits.
    - Project SEARCH provides internships to help adults with disabilities gain independence and job skills.
    - Their adult education programs help over 900 students per year earn a high school diploma or learn English.
    - All of their programs aim to give people a sense of dignity, purpose, and community through meaningful employment opportunities.
    Follow Goodwill and Laura Ritterbush:
    Facebook - Goodwill
    Twitter - Goodwill
    Instagram - Goodwill
    YouTube - Goodwill
    Goodwill Industries
    Facebook - Laura
     
     

    • 1 hr 23 min
    Building Strong Families: Positive Co-Parenting Dynamics | S3:EP5

    Building Strong Families: Positive Co-Parenting Dynamics | S3:EP5

    Join us for another Real Wealth podcast as we explore the transformative journey of co-parenting with insights from experts Jay and Tammy Daughtry. Discover effective strategies to break the cycle of divorce and foster healthy family dynamics. Learn about the significance of secure attachment, clear boundaries, and constructive conflict resolution in nurturing resilient children. Uncover valuable tools like the power/control wheel and equality wheel to recognize and transform unhealthy relationship dynamics. Together, let's navigate the path towards empowered co-parenting and familial well-being.
    Key Points:
    Some key points from the episode include:
    - Jay Daughtry and his wife Tammy started co-parenting International in 2003 to help kids and families impacted by divorce and remarriage. They provide resources and training on co-parenting.
    - Healthy co-parenting is important to break the cycle of divorce across generations. It involves things like secure attachment, clear boundaries, and modeling healthy conflict resolution for kids.
    - Parents need to understand how their actions impact their kids and compartmentalize their own pain so they can stay in a parental role. Communication and consistency are important.
    - Tools like the power/control wheel and equality wheel can help people recognize unhealthy relationship dynamics and strive for healthy ones.
    - Jay and Tammy want to scale up their training through a co-parenting strategist certification program to help more parents and professionals who work with families. Their goal is to shift people to a place of health and break the cycle of divorce.
    Follow the Daughtry's:
    Instagram
    Facebook
    Coparenting International
    Modern Family Dynamics
     
    Your Financial Partner: Explore comprehensive financial planning at Leading Edge Financial Planning. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey.
    Follow Leading Edge Financial Planning and Real Wealth Podcast here:
    YouTube
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    LinkedIn - Leading Edge Financial Planning
    LinkedIn - Mike Proctor
    Real Wealth Podcast

    • 1 hr 19 min
    Effective Ways to Discuss Elderly Care Within Your Family | S3: EP3

    Effective Ways to Discuss Elderly Care Within Your Family | S3: EP3

    Welcome to another compelling episode of Real Wealth Podcast, proudly brought to you by Leading Edge Financial Planning. I'm your host, Mike Proctor, and today we're delving into the intricate world of aging and dementia care with our esteemed guest, Robert Miller.
    Robert, a seasoned elder care professional turned professor, brings a wealth of experience from his impressive background. With 12 years dedicated to business development and operations at Comfort Care Homes, he rose to become the Senior Vice President. As the founder of Care Pitch, his consulting firm, Robert lends his expertise in care consulting, private care, patient advocacy, and coaching. Currently contributing to the College of Health Professions in the Department of Public Health Sciences at Wichita State University, Robert teaches classes on aging. Additionally, he co-founded the annual Conference on Dementia in Kansas, attracting over 850 participants annually before stepping back.
    Today, we'll discover valuable insights into navigating challenges during the holidays and the significance of early planning. Learn about practical tools like advance directives and long-term care insurance policies, essential for proactive aging care. Tune in for expert advice that resonates with caregivers and families.
    Key Points:
    Some of the key points from the podcast include:
    - It's important to have conversations about care planning, medical directives, finances, and future needs earlier rather than later when a crisis happens.
    - Building an adult relationship with aging parents based on trust allows for difficult conversations to happen more smoothly.
    - Different types of dementia present differently and an accurate diagnosis is helpful for management.
    - The costs of care range widely depending on the level of care needed, from a few hundred dollars per week for some private care to over $10,000 per month for full-time nursing home care.
    - Informal family caregivers provide the majority of care for those with dementia but it can be physically and emotionally taxing without support.
    - Having the right legal documents like powers of attorney and advance directives in place avoids confusion and conflicts if medical decisions need to be made.
    Follow Robert Miller:
    Robert Miller LinkedIn
    Instagram
    CarePitch LinkedIn
    Wichita State University Directory
    Your Financial Partner: Explore comprehensive financial planning at Leading Edge Financial Planning. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey.
    Follow Leading Edge Financial Planning and Real Wealth Podcast here:
    YouTube
    Facebook
    Twitter
    LinkedIn - Leading Edge Financial Planning
    LinkedIn - Mike Proctor
    Real Wealth Podcast
    For further valuable insights into various aspects of life, don't forget to tune in to the Real Wealth Podcast's thought-provoking episodes at Real Wealth Podcast on your platform of choice.
    Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
    Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526 https://www.leadingedgefp.com/
     
     

    • 1 hr 13 min
    Money Matters: Going Beyond the Balance Sheet in Relationships | S3:EP2

    Money Matters: Going Beyond the Balance Sheet in Relationships | S3:EP2

    Mike Proctor, a financial planner, interviewed social researcher Shaunti Feldhahn about her book on relationships and money. Feldhahn discussed how her research found that most couples struggle to talk about finances, as money tends to bring underlying issues to the surface like unmet expectations, fears, and insecurities. She emphasized the importance of understanding one’s partner’s perspective rather than just thinking one’s own view is right. Proctor related his own experiences using Feldhahn’s book with clients, finding it helps plow the field for deeper conversations. They discussed challenges advisors may face broaching personal topics, but agreed addressing underlying relational dynamics is key to truly helping clients thrive financially and in their relationships.

    • 59 min
    Empowering Your Growth Journey Delving into Personal Development | Real Wealth Podcast S3:E1

    Empowering Your Growth Journey Delving into Personal Development | Real Wealth Podcast S3:E1

    In this podcast, Dr. Roy Smith dives into his extensive experience working with family businesses and counseling clients. Dr. Smith openly shares about growing up in a dysfunctional family environment and how it has paved the way for becoming a therapist. He emphasizes the importance of acknowledging the emotional history of previous generations when working with families. Recognizing and connecting with people in the spiritual sense is highly prioritized among his work. 
    In this conversation, Dr. Smith includes points on prioritizing personal growth and taking the responsibility for one’s own “lostness” rather than trying to change others. Developing empathy starts with gaining a deeper understanding of oneself. He advocates for granting the next generation the freedom to individualize while remaining as an integral part of the family and business structure. Highlighting that challenges and setbacks provide opportunities for growth, Dr. Smith states the value of using one’s struggles and failures as a catalyst for personal development when faced head-on. God uses both comfort and discomfort to create environments that are conducive to spiritual prosperity. 
    Overall, this episode ventures into the transformative power of facing our own issues, fostering empathy, allowing the next generation change while still being part of the system, and reframing hardships as opportunities for growth rather than obstacles to be avoided. Dr. Roy Smith’s insights provided valuable wisdom for both family businesses and the journey of individual development. 
     
    Key Points: 

    View struggles and failures as opportunities for growth rather than things to avoid. 


    The importance of acknowledging issues from previous generations in a family business and dealing with underlying emotional history.


    Developing empathy by understanding ourselves more fully.


    God uses both comfort and discomfort to create environments for our spiritual development.

     
    Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey.
    Follow Leading Edge Financial Planning and Real Wealth Podcast here:
    https://www.youtube.com/@leadingedgefinancialplanning
    https://www.facebook.com/LeadingEdgeFP
    https://twitter.com/LeadingEdgeFP
    https://www.leadingedgefp.com/real-wealth-podcast
    https://www.linkedin.com/company/leadingedgefinancialplanningllc/
    https://www.linkedin.com/in/mikeproctorlefp/
    For further valuable insights into various aspects of life, don't forget to tune in to the Real Wealth Podcast's thought-provoking episodes at https://www.leadingedgefp.com/real-wealth-podcast to find it on your platform of choice.
    Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
    Leading Edge Financial Planning, LLCAddress: 515 S Main St STE 103, Wichita, KS 67202Phone: (316) 768-7526https://www.leadingedgefp.com/

    • 1 hr 19 min
    Strategies for Building Companies: Gary Oborny and Nick Flores | Real Wealth Podcast S2:E20

    Strategies for Building Companies: Gary Oborny and Nick Flores | Real Wealth Podcast S2:E20

    Tune into the Real Wealth Podcast with Mike Proctor, CFP®, RICP®, CVGA, for an in-depth exploration into the entrepreneurial spirit with Gary Oborny and Nick Flores of Occidental Management. This episode is brought to you by the financial acumen of Leading Edge Financial Planning, LLC, and delves into the strategic elements essential for cultivating a successful business and investment portfolio.
    Podcast Synopsis:
    Business Acumen from Gary Oborny: Journey through Gary Oborny's evolution from a student entrepreneur to a celebrated business magnate in the Midwest, spotlighted by the Kansas City Business Journal as a top influencer.
    Nick Flores' Entrepreneurial Rise: Discover how Nick Flores is shaping his entrepreneurial path, mentored by Gary's seasoned expertise, and making his own mark in the business world.
    Sales & Revenue Maximization: Get insights on the critical importance of a filled sales funnel and effective customer acquisition strategies for sustained business growth.
    Forward-Thinking Business Strategies: Understand the foresight involved in succession planning and nurturing the next line of leaders to ensure the longevity of a business.
    Cultivating an Ownership Mindset: Learn how incentives like profit sharing can transform employees into dedicated stakeholders, enhancing company performance and cohesion.
    Connect with the Experts:
    Engage with Gary Oborny's extensive business wisdom on LinkedIn and meet the innovative team at Occidental Management.
    Follow the ascent of Nick Flores in the entrepreneurial realm on his LinkedIn profile.
    Your Financial Navigator:
    Chart your course to financial security with Leading Edge Financial Planning, where Mike Proctor and his team guide you through the complexities of estate and retirement planning.
    Stay Updated & Engaged:
    Don't miss an episode by subscribing to the Real Wealth Podcast, and connect with our vibrant community on YouTube, Facebook, Twitter, and LinkedIn Company.
    Connect with host Mike Proctor directly on his LinkedIn for more professional insights.
    Disclaimer: The Real Wealth Podcast is for educational purposes only and is not intended as financial or legal advice. Consult with a professional advisor for guidance tailored to your situation.
    Contact Leading Edge Financial Planning, LLC:
    Address: 515 S Main St STE 103, Wichita, KS 67202
    Phone: (316) 768-7526
    Discover Leading Edge Financial Services
    Keywords: Entrepreneurship, Commercial Real Estate, Financial Planning, Business Strategy, Wealth Management, Leadership Development, Employee Empowerment, Mentorship, Real Estate Development

    • 1 hr 24 min

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