97 episodes

Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for you and your family. There is one life to live--so take the helm, plan ahead, ask questions, and tune in with Bill on the Retire As You Desire Podcast!

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Retire As You Desire Bill Bloom

    • Business
    • 5.0 • 19 Ratings

Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for you and your family. There is one life to live--so take the helm, plan ahead, ask questions, and tune in with Bill on the Retire As You Desire Podcast!

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    How Important Are Relationships In The Success of Your Business with Pablo Gonzalez (Part 2)

    How Important Are Relationships In The Success of Your Business with Pablo Gonzalez (Part 2)

    In this episode, Bill speaks with the Co-founder and CMO of Be The Stage and the Co-Host of the B2B Community Builder Show podcast. They dive deeper into relationships and their importance to Pablo. Moreover, they also talked about how changes in his relationships have played a big part in his business's success. 
     
    Pablo Gonzalez is obsessed with the human connection. He’s used this expertise on the subject to manage a 120-person, $15M construction business at 25, build various young professional groups for charities, and be named a Latino Leader of the Future by Latino Leaders Magazine and a Top 20 Under 40 for Brickell Magazine.
     
    He’s now a professional speaker and the founder and Chief Executive Connector at Connect With Pablo, a content marketing and community creation agency, proving that community creation is the future of business development.
     
    More than anything, he’s dying to be your friend.
     
    Connect with Pablo at:
    Website: https://bethestage.live/
    LinkedIn: https://www.linkedin.com/in/pablotheconnector/
     
    Listen to his podcast: https://apple.co/3qcnp4j
     
    Show notes:
    [1:41] Taking time to learn
    [5:43] The changes in his relationships because of his growth
    [11:39] What does money mean to Pablo?
    [12:30] Where to find more of Pablo?
    [15:17] Outro
     
     
    Connect with Bill Bloom 
    Web: www.bloomfinancialco.com
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: www.linkedin.com/in/bloomfinancial
    FB: facebook.com/retireasyoudesirepodcast
     
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 15 min
    How Important Are Relationships In The Success of Your Business with Pablo Gonzalez (Part 1)

    How Important Are Relationships In The Success of Your Business with Pablo Gonzalez (Part 1)

    In this episode, Bill speaks with the Co-founder and CMO of Be The Stage and the Co-Host of the B2B Community Builder Show podcast. They dive deeper into relationships and their importance to Pablo. Moreover, they also talked about how changes in his relationships have played a big part in his business's success. 
     
    Pablo Gonzalez is obsessed with the human connection. He’s used this expertise on the subject to manage a 120-person, $15M construction business at 25, build various young professional groups for charities, and be named a Latino Leader of the Future by Latino Leaders Magazine and a Top 20 Under 40 for Brickell Magazine.
     
    He’s now a professional speaker and the founder and Chief Executive Connector at Connect With Pablo, a content marketing and community creation agency, proving that community creation is the future of business development.
     
    More than anything, he’s dying to be your friend.
     
    Connect with Pablo at:
    Website: https://bethestage.live/
    LinkedIn: https://www.linkedin.com/in/pablotheconnector/
     
    Listen to his podcast: https://apple.co/3qcnp4j
     
    Show notes:
    [2:20] Why are relationships so important to Pablo?
    [5:59] On his childhood and the part it played in his success today
    [9:18] Using relationships as a cornerstone for his business
    [13:52] Video and podcast for building relationships
    [16:38] Embracing collaborations
    [18:59] Outro



    Connect with Bill Bloom 
    Web: www.bloomfinancialco.com
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: www.linkedin.com/in/bloomfinancial
    FB: facebook.com/retireasyoudesirepodcast
     
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 19 min
    WSJ Best-Seller Epic Life with Justin Breen

    WSJ Best-Seller Epic Life with Justin Breen

    In this episode, Bill once again talks with his good friend, a Wall Street Journal-USA Today Best-Selling Author, Entrepreneur, and CEO and Founder of BrEpic Communications LLC., Justin Breen, about Justin’s new book, Epic Life. They talk about his experience while writing his book, working with Peter Diamandis, and any entrepreneur’s struggle in playing the game right.
     
    Justin Breen is the Founder and CEO of global PR firm BrEpic Communications and exclusive connectivity platform BrEpic Network. His first book, Epic Business, was a bestseller in six countries and No. 1 for Entrepreneurship in the US.
     
    Breen started BrEpic Communications in 2017 and launched BrEpic Network in 2022. He has built an international network of extraordinary people and believes strongly in the power of introductions and creating important relationships.
     
    Breen is an active member of Strategic Coach 10x Ambition Program and Abundance 360 Summit, and he mentors countless emerging entrepreneurs.
     
    He lives in the Chicago suburbs with his wife, Dr. Sarah Breen; their epic sons, Jake and Chase; and their dogs, Dr. Pepper and Toffee Kisses.
     
    Learn more about Justin at:
    Website: http://www.brepicllc.com/
    LinkedIn: https://www.linkedin.com/in/justinbreen1/
    Twitter: https://twitter.com/BrEpicBreen



    Show notes:
    [1:46] What was Justin's experience like writing his book?
    [3:43] What was it like working with Peter Diamandis?
    [5:44] How did they celebrate his accomplishment with his book?
    [7:47] What’s his favorite chapter of the book, and why?
    [11:29] On playing the wrong or right game
    [17:56] Who’s this book intended for?
    [20:29] Where to find Justin and his book
    [22:49] Outro
     
     
    Connect with Bill Bloom 
    Web: www.bloomfinancialco.com
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: www.linkedin.com/in/bloomfinancial
    FB: facebook.com/retireasyoudesirepodcast
     
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 23 min
    The Power of Mastering Money with Scott Donnell (Part 2)

    The Power of Mastering Money with Scott Donnell (Part 2)

    Today Bill talks with Serial Entrepreneur and the Founder of GravyStack, Apex Leadership Co., and Hapbee, Scott Donnell. They talk about Scott’s journey from wanting to sell his company and sail into the sunset to changing his mind about it and starting a few more businesses with just his vision and passion.
     
    Scott Donnell is the CEO at Hapbee Technologies, Inc, and a business leader who has dedicated his life to both physical and mental health. Scott’s personal passion for healthy living led him to create a wearable device, Hapbee, utilizing 15 years of research in magnetic fields and frequencies to help people feel better.
     
    Previously, Scott founded a fitness and fundraising program for schools called Apex Leadership Company, which has raised $75 million and now has 115 franchises and 3 million customers.
    Scott has ten years of experience building over 80 consumer products and has collaborated with many other world-class experts in the frequency and energy space. Scott strongly believes that the field of frequencies has the possibility to change the way we see the world, our bodies, and the future.
     
    Connect with Scott at:
    Website: https://gravystack.com/
      https://www.heromakerstudios.com/
    LinkedIn: https://www.linkedin.com/in/scott-donnell-0335b011/



    Show notes:
    [0:00] Intro
    [1:15] How has his family business changed his freedom of time?

    [5:54] 10X-ing your investment in your family

    [8:01] All about Hapbee

    [14:34] How is his experience in hiring CEOs to run his companies?

    [20:02] What does money mean to Scott?

    [21:43] Learn more about Scott

    [23:29] Outro
     
     
    Connect with Bill Bloom 
    Web: www.bloomfinancialco.com
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: www.linkedin.com/in/bloomfinancial
    FB: facebook.com/retireasyoudesirepodcast
     
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
     
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 23 min
    The Power of Mastering Money with Scott Donnell (Part 1)

    The Power of Mastering Money with Scott Donnell (Part 1)

    Today Bill talks with Serial Entrepreneur and the Founder of GravyStack, Apex Leadership Co., and Hapbee, Scott Donnell. They talk about Scott’s journey from wanting to sell his company and sail into the sunset to changing his mind about it and starting a few more businesses with just his vision and passion.
     
    Scott Donnell is the CEO at Hapbee Technologies, Inc, and a business leader who has dedicated his life to both physical and mental health. Scott’s personal passion for healthy living led him to create a wearable device, Hapbee, utilizing 15 years of research in magnetic fields and frequencies to help people feel better.
     
    Previously, Scott founded a fitness and fundraising program for schools called Apex Leadership Company, which has raised $75 million and now has 115 franchises and 3 million customers.
    Scott has ten years of experience building over 80 consumer products and has collaborated with many other world-class experts in the frequency and energy space. Scott strongly believes that the field of frequencies has the possibility to change the way we see the world, our bodies, and the future.
     
    Connect with Scott at:
    Website: https://gravystack.com/
      https://www.heromakerstudios.com/
    LinkedIn: https://www.linkedin.com/in/scott-donnell-0335b011/



    Show notes:
    [0:00] Intro
    [1:56] Changing his mind about selling his company
    [6:10] When his financial education started
    [9:45] How can you create a future with your vision?
    [14:39] Outro
     
    Connect with Bill Bloom 
    Web: www.bloomfinancialco.com
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: www.linkedin.com/in/bloomfinancial
    FB: facebook.com/retireasyoudesirepodcast
     
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
     
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 14 min
    Living Beyond Just Work with Lamarr Lark (Part 2)

    Living Beyond Just Work with Lamarr Lark (Part 2)

    In today’s episode, Bill is joined by Entrepreneur Lamarr Lark to talk about what it’s like to live life on purpose and according to plan. They talk about how at the age of 25, Lamarr vowed that after age 50, he would no longer be part of corporate America. So at 48, he left that cushy corporate life to start his journey of starting his own business. They also talk about how his faith played a large part in his success now.
     
    Get to know more about Lamarr by reaching out to him at: https://connectionchurchlibertyville.org/



    Show notes:
    [0:00] Intro
    [1:12] On owning a Chick-fil-A
    [5:25] What does character mean to Lamarr?
    [6:52] What does money mean to Lamarr?
    [9:24] Where to find Lamarr
    [13:23] Outro
     
     
    Connect with Bill Bloom 
    Web: www.bloomfinancialco.com
    https://bloomfinancialco.kartra.com/page/bNJ87
    Email: bill@bloomfinancial.us 
    LinkedIn: www.linkedin.com/in/bloomfinancial
    FB: facebook.com/retireasyoudesirepodcast
     
     
    Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
     
     
    Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

    • 13 min

Customer Reviews

5.0 out of 5
19 Ratings

19 Ratings

Uncle Rug ,

Excellent Source of Retirement Info

Can’t write enough praise about the meaningful content Bill keeps dishing out. Sharp character.

PA Consulting Firm ,

🔥CHRIS 💰ROSS🔥

OMG WHAT AN EPISODE! Mic dropped. I will have to re-listen again. Bill, you’re right. Part 2 is needed with this guy.

MTM Wisconsin ,

Cutting Edge Content

I’m enjoying this new and significant podcast. Bill’s doing something unique with a quick money focused episode and an in-depth conversation with a successful entrepreneur or leader episode each week. Real wisdom and real people!