
97 episodes

Retire As You Desire Bill Bloom
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- Business
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5.0 • 19 Ratings
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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.
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Why Less is More with Nic Peterson Part 2
We live in a world that is driven by consumerism, where the message is always needing more but never having enough. Today, Bill is joined by the Co-Founder of Mastery Mode, Nic Peterson, as they talk about the concept of less is more. Nic shares why he thinks less is more, how he developed that mindset, and his thoughts on conventional wisdom.
Nic Peterson is the co-founder of Mastery Mode, a company that helps business owners, consultants, and service providers worldwide build systems, operations, and decision-making parameters to leverage themselves to get more free time and increase profits. Other companies he’s founded include Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics (now Trevor Kashey Nutrition).
Connect with Nic at:
Website: https://www.nicpeterson.com/
LinkedIn: https://www.linkedin.com/in/nic-peterson/
Twitter: https://twitter.com/PeterNicson
Show notes:
[0:08] On conventional wisdom
[2:59] What does he love the most about being on stage?
[6:58] What does the freedom he has mean to him?
[15:27] What does money mean to Nic?
[20:24] Where can you find more of Nic?
[21:04] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/page/bNJ87
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfinancial/
FB: https://www.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. -
Why Less is More with Nic Peterson Part 1
We live in a world that is driven by consumerism, where the message is always needing more but never having enough. Today, Bill is joined by the Co-Founder of Mastery Mode, Nic Peterson, as they talk about the concept of less is more. Nic shares why he thinks less is more, how he developed that mindset, and his thoughts on conventional wisdom.
Nic Peterson is the co-founder of Mastery Mode, a company that helps business owners, consultants, and service providers worldwide build systems, operations, and decision-making parameters to leverage themselves to get more free time and increase profits. Other companies he’s founded include Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics (now Trevor Kashey Nutrition).
Connect with Nic at:
Website: https://www.nicpeterson.com/
LinkedIn: https://www.linkedin.com/in/nic-peterson/
Twitter: https://twitter.com/PeterNicson
Show notes:
[0:31] Why is less more?
[11:44] What was Nic’s childhood like?
[21:33] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/page/bNJ87
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfinancial/
FB: https://www.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. -
The Value of Your Time with Mark Fujiwara Part 2
In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life.
Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, an author, and a rspeaker on the missing component of a financial plan. Most of the entrepreneurs and retirees he speaks to not only need guidance and order with their finances but struggle to address the most important issue of health and longevity. Working with entrepreneurs for 25 years, he has discovered that without addressing their most important asset, all that they’ve worked for could be for not.
You can reach Mark at:
Website: http://www.fujiwarabaird.com/
LinkedIn: https://www.linkedin.com/in/fujiwarapm/
Email: mfujiwara@rwbaird.com
Show notes:
[0:16] People are doing more instead of doing less
[2:45] Mark’s new book: Achieving Results
[8:34] What does money mean to Mark?
[18:30] Where to find Mark
[21:58] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/page/bNJ87
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfinancial/
FB: https://www.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. -
The Value of Your Time with Mark Fujiwara Part 1
In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life.
Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, an author, and a rspeaker on the missing component of a financial plan. Most of the entrepreneurs and retirees he speaks to not only need guidance and order with their finances but struggle to address the most important issue of health and longevity. Working with entrepreneurs for 25 years, he has discovered that without addressing their most important asset, all that they’ve worked for could be for not.
You can reach Mark at:
Website: http://www.fujiwarabaird.com/
LinkedIn: https://www.linkedin.com/in/fujiwarapm/
Email: mfujiwara@rwbaird.com
Show notes:
[1:42] How collaborating with Justin Breen is like
[8:12] Mark’s journey to success
[11:52] On his authenticity as the ikigai
[16:45] Being a hundred percent present with his family
[20:54] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/page/bNJ87
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfinancial/
FB: https://www.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. -
The Life of a Visionary Entrepreneur with Chris Ross Part 2
In today’s episode, Bill chats with the Founder and CEO of Winject Studios, Chris Ross. They talk about what Chris has been up to these days, his business ventures, and how he keeps his business growing. He also shares how he focuses on the positive aspect of being a visionary entrepreneur despite the many challenges he faces and how he deals with having haters.
Creator of several top-rated shows, WINJECT Radio, The Jesslee Roadshow & The WIN-WIN Effect, all presented by his all-in-one education broadcasting & media corporation WINJECT Studios. Additionally, he operates as an Executive Producer for all Original Shows.
Most known for being in the Top 1% in Sales and the man behind the rapid growth of several billion-dollar companies, he systematically orchestrated using his approach that shifted the trillion-dollar education industry.
Connect with Chris at:
Website: https://winject.com/chrisross/
LinkedIn: https://www.linkedin.com/in/lordchrisross/
Phone: 843-396-2104
Show notes:
[0:06] On creating his own marketplace—a safe one
[5:21] What’s Chris’ legacy going to be?
[7:52] How does he deal with haters?
[14:50] Where to find more of Chris?
[15:32] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/page/bNJ87
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfinancial/
FB: https://www.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. -
The Life of a Visionary Entrepreneur with Chris Ross Part 1
In today’s episode, Bill chats with the Founder and CEO of Winject Studios, Chris Ross. They talk about what Chris has been up to these days, his business ventures, and how he keeps his business growing. He also shares how he focuses on the positive aspect of being a visionary entrepreneur despite the many challenges he faces and how he deals with having haters.
Creator of several top-rated shows, WINJECT Radio, The Jesslee Roadshow & The WIN-WIN Effect, all presented by his all-in-one education broadcasting & media corporation WINJECT Studios. Additionally, he operates as an Executive Producer for all Original Shows.
Most known for being in the Top 1% in Sales and the man behind the rapid growth of several billion-dollar companies, he systematically orchestrated using his approach that shifted the trillion-dollar education industry.
Connect with Chris at:
Website: https://winject.com/chrisross/
LinkedIn: https://www.linkedin.com/in/lordchrisross/
Phone: 843-396-2104
Show notes:
[1:17] Let’s talk about what Chris keeps on his desktop computer
[4:43] How does he utilize the file for his growth?
[6:43] What’s next for Chris?
[10:20] How does he focus on the positive, not the negative?
[12:19] What was wrong with the podcasting industry?
[21:20] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/page/bNJ87
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfinancial/
FB: https://www.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.
Customer Reviews
Excellent Source of Retirement Info
Can’t write enough praise about the meaningful content Bill keeps dishing out. Sharp character.
🔥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.
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!