31 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 • 17 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.

    Navigating the Waters

    Navigating the Waters

    What are your plans for retirement? Are you already saving for it?
    For today’s Money Monday Episode, Bill discusses what it is like competing in a 333-mile sailboat race and how it equates to your investing habits. He also shares how to help clients navigate their retirement funds.



    Highlights
    The Race to Mackinac. - 0:19 Connection with retirement planning. - 1:11 Helping clients navigate their retirement funds. - 2:17 Every second counts. - 3:13


    Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

    • 4 min
    If You Don't feel, You Don't Heal with Brian Bogert

    If You Don't feel, You Don't Heal with Brian Bogert

    Can you say that your life right now is truly successful? Are you happy and content?
    Bill and Brian Borgert talk about his journey to reaching people, helping to end suffering, and allowing themselves to be their true, authentic selves. Brian shares how suffering shows up in people’s lives and affects not only their personal lives, but also their careers and goals in life. He also shares his goal: To reach and change 1 BILLION people’s lives for them to feel joy and fulfillment.


    Highlights
    Introducing Brian Bogert: The guy for the people. - 0:15 How he gave himself permission to be who he truly needed to be. - 1:04 Don’t play the what role. The what role leads to unhappiness. - 5:48 The best parts that came to Brian from the last two years. - 6:21 Success story: How a 68-year old became financially independent. - 9:23 Why does he want to reach and change 1 billion people’s lives? - 11:18 Favorite part of being on stage. - 14:50 What are some ways that people can really free themselves from their old ways of thinking? - 17:11 The meaning of money for Brian. - 20:40 When you value yourself, that’s when your money can grow, your life can grow, your opportunities can grow. - 26:19 Where to find Brian? - 26:57


    Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Brian Bogert https://brianbogert.com/ https://www.facebook.com/bogertbrian https://www.instagram.com/bogertbrian https://www.linkedin.com/in/brianbogert 

    • 28 min
    How to Create a Financial Foundation

    How to Create a Financial Foundation

    Have you ever wondered what you should have as your financial foundation? Well, tune in and listen to this episode to find out!
    Please share this with your friends and family who are teenagers and in their 20's.
    Also, subscribe to this show to get new episodes every Monday and Thursday.

    Highlights
    What does it actually mean to have a foundation? - 0:17 The first step in building your financial foundation: You should have your insurance in place. - 1:06 The second step is: Build an emergency fund. - 1:31 The most important step is: Have a plan for your future. - 2:07 Start young. Start early. Start often. Start automating your investments. - 3:20


    Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

    • 3 min
    Success Leaves Clues with Fredrick Douglas Bussey

    Success Leaves Clues with Fredrick Douglas Bussey

    Your mistakes can make you successful. Once you make a mistake, it teaches you to be responsible for fixing them and learning from your experience.
    Bill welcomes singer, songwriter, and entrepreneur Fredrick Douglas Bussey. Fredrick shared how the mistakes he made paved the way to his success today. He is a self-starter: He tells his story of being broke to growing his wealth and also his knowledge.

    Highlights
    Who is Fredrick Douglas Bussey? - 0:36 What helped and allowed Fredrick to be the man he is today? - 2:02 Lessons that catapulted him to allow him to create a firm and do the other things he’s doing. - 4:12 How being away from his business and family allowed Fredrick and his business to grow. - 7:54 The secret of scheduling: Family is first and last in his calendar. Business goes in between. - 10:38 What changes his perspective and way of thinking? - 14:27 What does money mean to Fredrick? - 17:37 Success leaves clues. - 19:50 Where to follow or contact Fredrick? - 20:24


    Episode Resources Breaking Orbit: Rip Out of the Regular by Unearthing the Power Within Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Fredrick Douglas Bussey http://fredrickbussey.com/ https://www.instagram.com/fredrick.bussey/ https://www.linkedin.com/in/fredrick-bussey-iconstatus 

    • 21 min
    What Does Retirement Really Mean?

    What Does Retirement Really Mean?

    Do you have plans for your retirement? For you, what’s the best age to finally retire and enjoy life?
    For today’s Money Monday Session, Bill talks about the origin of the word retirement: Where it came from, how it started, and what it really means today.

    Highlights
    What other people think about retirement. - 0:31 The German who created the term “retirement” and the idea of retirement in the workforce. - 0:47 What retirement means today. - 2:32 “I really encourage people to go out and do the things that they love doing because that’s gonna increase their happiness, that’s gonna increase their life on this planet. And it comes down to using money to allow you to do that.” - 3:59

    Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

    • 5 min
    The Flow of Cash with John Blanton

    The Flow of Cash with John Blanton

    Buying, owning, and investing in real estate is generally a great investment option: It can be an ongoing passive income and its value can increase over time. But how can you get started? It starts with your cash flow.
    Bill sits down with John Blanton of the Contrarian Cashflow. John discusses how he was able to start in real estate and how cash flow greatly helped his growing business. He talks through the importance of self-education, no matter what kind of investment you’re making. John also shares how to build legacies and educate your children into taking over the family business.

    Highlights
    How’s the real estate market in South Carolina? - 0:54 What interests John to start in real estate? - 2:48 The one percent role. - 5:01 Why is cash flow important for John, his family, and in his real estate business? - 6:57 There are two sides of the coin: The cash flow and the depreciation side. - 7:37 The importance of self-education, no matter what type of investment you’re doing. - 9:36 Real estate strategies that can help people build legacy. - 12:43 How can you diversify your holdings in real estate? - 16:22 What does money mean to John? - 19:42 Where can you find John? - 21:10  

    Episode Resources
    Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with John Blanton https://www.linkedin.com/in/joblanto https://contrarian-cashflow.captivate.fm/ 

    • 22 min

Customer Reviews

5.0 out of 5
17 Ratings

17 Ratings

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!

Chris12307 ,

Truly Caring Humans

Bill is one of the most genuine people I’ve ever encountered. Couldn’t imagine a better podcast to listen to for financial advice.

Akeel88 ,

Epic Podcast!!!

Absolutely love the direction of this podcast!! I’m so excited to hear the next episode and the next and the next!! I want to Retire As I Desire too!!!

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