56 episodes

Bringing CLARITY and taking CONTROL of YOUR MONEY back to you and away from the major financial institutions.

We are a new breed of Independent, out-of-the-box thinking, self-sufficient, Wealth Tactic Rebels.

WTR is a unique, weekly podcast about rebelling against the norm of wealth tactics. We will feature unique discussions on managing the wealth of your life with different ideas from what is common in the media. You can expect new ways of looking at all aspects of wealth, including taxes, interest and debt, financing major capital purchases, planning for retirement, planning for college and much more. We will also have frequent interviews with experts in varies areas of wealth. Not to mention, sometimes the best way to learn how to be successful, is by following examples of success. So we will also be featuring interviews of successful entrepreneurs to give great insight into how they achieved success.

Follow along with WTR as together, we look to a new future.

Wealth Tactic Rebels Kevin M Dumont

    • Education

Bringing CLARITY and taking CONTROL of YOUR MONEY back to you and away from the major financial institutions.

We are a new breed of Independent, out-of-the-box thinking, self-sufficient, Wealth Tactic Rebels.

WTR is a unique, weekly podcast about rebelling against the norm of wealth tactics. We will feature unique discussions on managing the wealth of your life with different ideas from what is common in the media. You can expect new ways of looking at all aspects of wealth, including taxes, interest and debt, financing major capital purchases, planning for retirement, planning for college and much more. We will also have frequent interviews with experts in varies areas of wealth. Not to mention, sometimes the best way to learn how to be successful, is by following examples of success. So we will also be featuring interviews of successful entrepreneurs to give great insight into how they achieved success.

Follow along with WTR as together, we look to a new future.

    Getting More Customers Easily, A WTR Discussion With Kris Reid

    Getting More Customers Easily, A WTR Discussion With Kris Reid

    For Kris' special offer, please leave a review for this episode on your choice platform, then https://ardorseo.com/ (https://ardorseo.com/)


    LinkedIn: https://www.linkedin.com/in/coolestguyinseo/ (https://www.linkedin.com/in/coolestguyinseo/)


     

    • 29 min
    Thinking of Your Side-Hustle/Business as an Asset

    Thinking of Your Side-Hustle/Business as an Asset

    When deciding to turn your side-hustle into a legitimate business, there are so many unknown variables that can sometimes drive you away from accomplishing it. Today, WTR welcomes Luke Peters, an expert in building wealth and a successful entrepreneur. In this podcast, we will discuss how side-hustling brings about a large amount of freedom and how to transform your side-hustle into a legitimate business with value.


    Luke Peters


    Website


    https://www.instagram.com/newairusa/ (https://www.instagram.com/newairusa/)


    Website #2


    https://podcasts.apple.com/us/podcast/the-page-1-podcast/id1478811133 (https://podcasts.apple.com/us/podcast/the-page-1-podcast/id1478811133)


    Website #3


    https://www.newair.com/ (https://www.newair.com/)


    LinkedIn URL


    https://www.linkedin.com/in/luke--peters/ (https://www.linkedin.com/in/luke--peters/)


    Facebook URL


    https://www.facebook.com/newairusa (https://www.facebook.com/newairusa)


    Instagram


    https://www.instagram.com/newairusa/ (https://www.instagram.com/newairusa/)


    NOTES:


    [00:28] Kevin: Today, we're joined by Luke Peters. What we're going to be talking about today is thinking of your side hustle/business as an asset


    [02:22] For some people that side hustle becomes, like Luke here, legitimate business in their way of life


    [02:32] Can you talk a little bit more about where you came from and what inspired you to get to where you are today?


    [02:40] Luke: My parents had always worked hard and always taught us to work hard (I got a good work ethic from my parents)


    [03:10] An inspiration is that once you have a business, you kind of realize that you have more stability in a sense (you're in charge of the risk versus being an employee)


    [03:22] And I enjoy the freedom, I'm not someone who likes to follow a lot of rules


    [03:48] Everyone can be in business, you don't have to be just one type of individual


    [04:14] Hiring good people is the best thing now. The sooner your business is making enough money to hire good people, good people are going to drive your business


    [04:27] Kevin: Do you find that in today's world it's a little easier to outsource tasks (ex: Fiverr)


    [04:55] Luke: For sure, in today's day and age you can do that, but you have to weigh both sides of it. You don't want to outsource things that are not making us money in the beginning


    [05:15] You hire locally for the high-level talent (where experience makes a difference) and you outsource the tedious things you don't need to do locally


    [05:30] Kevin: There's also the flipside to this and that is when you're starting out your side hustle, you're doing all those tasks and a lot of people say it's good that you do them in the beginning in order to learn it first. When you understand it better, you can outsource it better


    [06:27] Let's talk a little bit more about why would our listeners want to change their mindset of thinking about what they're doing as a side hustle into a legitimate business?


    [06:40] Luke: Let's first back up and look at employment. The days of people staying with the company their whole working lives is past us now and it is a very competitive world


    [08:01] When you work for someone else, first of all you need to be motivated (flexibility to make their own decisions)


    [09:23] Is there free time and are we spending it wisely? And if not, that's the time people can spend on their side hustle


    [09:36] Kevin: You mentioned spending time with your family. Once you change your mindset of taking your side hustle into a legitimate business, can this (entrepreneurship) benefit your family?


    [09:46] Luke: I think so because when you think about it, yes, it does take you away from family time, but you can still be very active in your family's lives all while doing this side hustle


    [10:18] Really disciplined time spent (a couple hours a day) is enough time to start a side hustle

    • 22 min
    Hedging Your Future With Real-Estate

    Hedging Your Future With Real-Estate

    What happens when you do not take the steps to adequately research what you want to invest your money in? Making a plan and really becoming aware of the deal you might invest in could lead you to avoid future problems with investment. Today, WTR welcomes Rodney Miller, co-founder of Trident Multi Family, a real estate investor, and an entrepreneur. In this podcast, we will be discussing what to look for in a good deal and how to increase your wealth by hedging your future with real-estate investments.


    Investing is a great way to build wealth, especially when it's something you are passionate about.


    Ingenious tactics to accumulate wealth, for people who see things differently.


    Rodney MillerCo-founder of Trident Multi-Family, real estate investor and entrepreneur.


    Website


    https://www.hallmarkhomebuyers.com/ (https://www.hallmarkhomebuyers.com/)


    Website #2


    http://mwcapitalgroup.com/ (http://mwcapitalgroup.com/)


    Website #3


    http://www.thebrooksclinic.com/ (http://www.thebrooksclinic.com/)


    LinkedIn URL


    https://www.linkedin.com/in/rodneymiller/ (https://www.linkedin.com/in/rodneymiller/)


    Facebook URL


    https://www.facebook.com/rodney.miller.5201?ref=bookmarks (https://www.facebook.com/rodney.miller.5201?ref=bookmarks)


    Twitter URL


    https://twitter.com/rodney1924 (https://twitter.com/rodney1924)


    YouTube URL


    https://www.youtube.com/user/HallmarkHomebuyers (https://www.youtube.com/user/HallmarkHomebuyers)


    NOTES:


    [00:26] Kevin: Today, I'm joined by an expert guest Rodney Miller. Today we're going to talk about hedging your future with real estate


    [01:02] Rodney is the co-founder of Trident Multi Family and he's a real estate investor and entrepreneur. Would you mind sharing with us a little bit about where you came from and what inspired you to do what you do today?


    [01:23] Rodney: I got a degree in business and worked as a claims adjuster for a few years. I purchased into a business in Oklahoma. I wanted to think about my legacy and my kinds so I started buying real estate


    [02:20] Real estate is a fun business and you can do it on your own time out of your house and can do very well at it with a very minimal amount of time (something you don't necessarily need to retire from)


    [03:29] Kevin: If you keep a purpose going, it keeps your mind and body active and it keeps you healthy and happy and you have a longer quality of life (whether it's real estate or you have a great hobby that you enjoy)


    [03:42] Rodney: You should always be learning and always be challenged. I think when you stopped being challenged, you start cognitively slowing down (you have to do something that ignites your passions)


    [04:06] Kevin: We're going to talk about your passion, which is the real estate, so our listeners can get a little more information on how to hedge their future, help them (should there be a downfall in the market). As a disclaimer, we're just giving information so our listeners are better informed and so they can do research and decide what is best for them on their own. So the Multi Family Syndication, why that?


    [04:42] Rodney: Well I started off with single-family homes and then around 2008 when the markets crashed, I had about 70 single family homes that were bread and butter C class houses


    [07:08] What that boils down to is a solid investment. If you have to put your money somewhere you want to avoid a huge hit (C class real estate has a level of stability)


    [08:02] Kevin: How is it regarding the tax situation?


    [08:07] Rodney: Well I'm not a tax expert, we'll start there. It's not what you make, it's what you keep. If you invest in stocks and bonds and make a lot of money and you're in the 30% tax bracket, you have to really factor in your tax stuff. With Multi Family, the government really likes it


    [08:27] We get really good terms, not only in lending, we get 30 year mortgages and

    • 27 min
    Scaling Your Business, A WTR Discussion With Frank Bria

    Scaling Your Business, A WTR Discussion With Frank Bria

    Often times, many people are hesitant to scale their business either because they think they can’t do it, or because they believe that the way to scale is to become a software company or a digital course company, for example. But the change starts with a change in mindset, and if the founder isn’t willing to grow, then how can the company grow? Frank Bria, book author and founder of High-Ticket Programs, joins WTR today. In this episode, we will be discussing three major roles that you need to “fire yourself” from, and how you could benefit from hiring team members to take over in order to drive a bigger version of your company.


    Ingenious tactics to accumulate wealth, for people who see things differently.


    Frank Bria


    Book author and founder of High-Ticket Programs, a consulting firm that helps business scale.


    Website


    https://frankbria.com (https://frankbria.com/)


    LinkedIn URL


    https://linkedin.com/in/frankbria (https://linkedin.com/in/frankbria)


    Facebook URL


    https://facebook.com/7figuresexpert (https://facebook.com/7figuresexpert)


    NOTES:


    [00:27] Kevin: Today I'm joined by our expert guest Frank Bria. You will learn how you can scale your business even if you think you can't and especially if you have a service business. You will also learn how you can turn your business into an asset, the steps it'll take to be able to operate your business without you there, and the personal transformation journey you'll have


    [01:28] If you wouldn't mind sharing with our listeners about where you came from and what inspired you to do what you do today


    [01:47] Frank: I started out my businesses in tech and in finance and developed a bit of expertise, so it was just natural to have a consulting practice and it took me all over the globe


    [03:07] I knew I had to begin transforming what I built


    [04:06] Kevin: Why don't we start talking about the scaling of your business and transforming it through that to an asset


    [04:13] Frank: So the theoretical definition of scale is that when you get a new customer that you don't have to spend any more time (that's perfect scale)[04:31] Not everyone reaches perfect scale, but that's what we're going for


    [04:37] The thing you have to do is to remove yourself from the process ("fire yourself")[05:00] If you think about where you are involved in your business, there's probably 3 major areas that right now you're taking the roll and you have a hard time seeing someone else doing it[05:11] Sales and marketing[05:30] How do I generate leads and how do I close them without me?


    [05:34] Customer delivery[07:02] You have to find a problem and solve it (narrowing it down)


    [08:53] You want to hire an intrapreneur (same desire to build but they're willing to do it in your vision and structure and not for themselves)


    [10:50] Intellectual property (the hardest thing to move off)


    [11:42] These three things are so important because if I'm going to come in and buy your business, those are the three systems I'm going to be looking for


    [15:10] In terms of the e-myth, the core message is that there's a difference between someone who runs a business and someone who is a practitioner and a lot of times service businesses start with practitioners who want to start businesses[15:22] The overall flow of the e-myth start with you have to decide which of those two things you want to be (if you want to run a business, you have to transform yourself from practitioner to CEO)


    [16:10] We tend to work with service business owners that tend to deliver high value services (those are the ones that have the hardest time scaling because there's this siren song in internet land that the way to scale is to either become a software company or to become an information product company or a digital course company)[16:34] What ends up happening is that you have these high value service providers th

    • 32 min
    Story Telling; A WTR Discussion With Paul Smith

    Story Telling; A WTR Discussion With Paul Smith

    Before today, you might have not realized the importance of storytelling. How can storytelling relate to building wealth and leadership skills? Today, WTR discusses the importance of storytelling with Paul Smith, an author and speaker who has an expertise in storytelling. This podcast will uncover the steps that are necessary to help engage your audience while you are communicating your story, along with the most important stories that any leader needs to be able to tell.


    Ingenious tactics to accumulate wealth, for people who see things differently.


    Paul SmithWebsite: http://www.leadwithastory.com (http://www.leadwithastory.com)


    Website 2: http://www.kennytedford.com (http://www.kennytedford.com/)


    LinkedIn: https://www.linkedin.com/in/smithpa9/ (https://www.linkedin.com/in/smithpa9/)


    Facebook: https://www.facebook.com/LeadWithAStory/ (https://www.facebook.com/LeadWithAStory/)


    Twitter: https://twitter.com/LeadWithAStory (https://twitter.com/LeadWithAStory)


    YouTube: https://www.youtube.com/user/LeadwithaStory (https://www.youtube.com/user/LeadwithaStory)


    NOTES:


    [00:25] Kevin: Today, we're joined by guest Paul Smith, whose expertise is storytelling. Specifically, storytelling that has to do with you in your life and your profession and relationships. Stories are great ways to convey ideas and get messages across clearly to people in ways that people can relate to you and understand you


    [01:38] If you wouldn't mind, could you tell our listeners a little bit about where you came from and what inspired you to do what you do today?


    [01:57] Paul: I studied economics in undergrad, got an MBA, and spend a couple of years as a consultant. But along the way, I just got fascinated with this concept of storytelling and I just recognized that the leaders that I admired the most were really good at it[2:36] I set out to learn about it myself by interviewing a bunch of leaders (about 300) and this has allowed me to reverse engineer my way into what works and what doesn't with storytelling (this lead to books I've written)


    [02:57] I research and write about storytelling at home and at work and I spend my time teaching people how to do that


    [03:20] Kevin: Let's go into the storytelling part of this and why storytelling? What's really in it? What is it do for our listeners and why should they care about this?


    [03:30] Paul: There are a lot of reasons, but the most important to me are:[03:34] Human being don't make the rational, logical decisions that we'd like to think that we do[03:43] Human beings often times make subconscious, emotional decisions in one place in their brain, and they rationalize those decisions a few nanoseconds later in a more conscious, rational thinking part of the brain


    [04:18] Storytelling allows you to talk to both parts of the brain and you need both. So if you want to influence what people think, feel, and do (leadership), you need to speak to both parts of the brain


    [04:38] Stories are a lot more memorable and people tend to remember what you say more


    [05:13] Kevin: I remember some expert said that the brain thinks in pictures, and when you tell a story, a person gets a picture of what's happening in their mind and maybe that's one of the reasons why it sticks with people


    [05:39] Paul: When you're just telling people what to do or what to think or just bossing them around, there's no movie to watch in their mind's eye


    [05:52] Kevin: How do you use storytelling? (at home vs. at work?)


    [06:05] Paul: Storytelling is useful at home and at work. The main difference is simply what type of stories you're telling and what your objective is[06:30] At work, you're trying to get people to see and understand your vision or you're trying to lead change or you're trying to get people to collaborate more (accomplishing some leadership objective)


    [06:44] At home, you might be tryi

    • 32 min
    Demystifying Medicare; A WTR Discussion With Danielle Roberts

    Demystifying Medicare; A WTR Discussion With Danielle Roberts

    A lot of people don’t know what Medicare really is. You might know that it’s a form of health insurance provided by the federal government, but do you know the specifics? If you start doing your research early, it could benefit you in terms of you knowing what your options are and how much you really should be saving in retirement that would go toward health care. Today, WTR welcomes Danielle Roberts, Medicare expert and co-founder of Boomer Benefits. In this episode, we will be discussing the difference between Medicare, Medicaid, and long-term care, and why starting to think about this process sooner, rather than at the last moment, could be a significant weight off of your shoulders when it comes time to applying for Medicare.


    Ingenious tactics to accumulate wealth, for people who see things differently.


    Danielle Roberts


    Medicare expert and co-founder of Boomer Benefits


    Website: https://boomerbenefits.com (https://boomerbenefits.com/)


    Website 2: https://daniellekroberts.com (https://daniellekroberts.com/)


    LinkedIn: http://www.linkedin.com/in/daniellekunkle/ (http://www.linkedin.com/in/daniellekunkle/)


    Facebook: http://www.facebook.com/BoomerBenefits (http://www.facebook.com/BoomerBenefits)


    Twitter: https://twitter.com/BoomerBenefits (https://twitter.com/BoomerBenefits)


    YouTube: https://www.youtube.com/boomerbenefits (https://www.youtube.com/boomerbenefits)


    NOTES:


    [00:27] Kevin: Today I'm joined by Danielle Roberts, and we will be talking about demystifying Medicare. Would you mind sharing with us a little bit about where you came from and what inspired you to do what you do today?


    [01:20] Danielle: I was a person that went straight into a business job out of college and worked in the staffing field for about 10 years, and then I was looking for the next thing to do


    [01:35] I stumbled across an insurance interview and I went and learned all about health insurance and really enjoyed that concept for a business model because you get to help people and can earn a nice living from


    [02:07] I originally worked with people on doing group health insurance and helping small business owners set up for coverage


    [02:49] Eventually I came to the idea that people must really need information on Medicare because people keep asking about it[02:58] It's a huge national beast of a health insurance program so no wonder people are confused


    [03:20] I went into learning about Medicare and went out and got a couple of designations and studied it for a few months until I really understood what it was and then we started offering those services


    [03:45] We now solely help people who are trying to transition into Medicare and make that big life change from employer coverage over to government coverage


    [04:30] Over the years, my brother and I have sold those policies ourselves in the beginning and then we ended up needing help and now we have 57 employees who work full time explaining Medicare to people all around the nation (making it into something you can understand)


    [05:09] Kevin: Let's talk about what Medicare is and a little bit about what it isn't


    [05:14] Danielle: Medicare is the federal government national health insurance program for people age 65 or older. When you turn 65, you are eligible to sign up for health insurances provided by the federal government instead of, or along with, your employer health coverage[05:43] Because it's an entitlement program, it's something most Americans pay into


    [06:01] People tend to think Medicare is free (we're paying for it in our taxes during our working years)[06:23] When you enroll, there are some portions that you pay for and then there's also cost sharing as you go along


    [06:35] Medicare is different from Medicaid because Medicaid is for people who are low income and you can be any age to get Medicaid (you can have both together), but Medic

    • 26 min

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Crown Yourself ,

A Money Mindset Revolution!

This podcast is a MUST listen for anyone who has either struggled with money or who wants to learn and understand money on a whole new level.

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