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Showing episodes and shows of
CFP® And Dustin R. Granger
Shows
The Perfect RIA
Work-Life Balance with Guest Dustin Frost [Episode 312]
In this episode, Matt interviews Dustin Frost, co-founder of Attentus and creator of the Ride Loud app. They discuss Dustin's journey from a young entrepreneur to running a successful tech company, his productivity strategies, and how he balances work and life. Dustin shares insights on building a strong team, accountability, and the importance of being present with family and friends. The conversation emphasizes the significance of discipline, passion, and effective client relationships in achieving success. Work-Life Balance with Guest Dustin Frost [Episode 312] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Du...
2025-06-09
30 min
Tailgate Talks
Two Dubs in Utah
In this week's tailgate Texas Tech basketball has started Big 12 conference play!-Texas Tech falls short in comeback attempt to UCF in conference opener (2:07)-Texas Tech get first Big 12 W of season in first matchup with Utah (6:12)-Texas Tech gets a hard fought victory over BYU (12:12)-#3 Iowa State heads to town for big matchup on Saturday (25:38)-Final Shots ft CFP and NFL playoffs! (32:02)Catch you at the next Tailgate and #WreckEm
2025-01-09
39 min
Query & Company
CFP Rankings + Pacers Lose to Raptors. Adam Rittenberg, John Fanta, Dustin Dopirak, and Zak Keefer Join!
(00:00-23:58) – Query & Company opens on a Tuesday by discussing last night’s Monday Night Football game between the Denver Broncos and Cleveland Browns with Indianapolis set to take on Denver following the week off for both teams. Additionally, they examine the AFC playoff picture right now and discuss the likelihood of Detroit and Buffalo facing off in New Orleans in February for the Super Bowl. (23:58-36:23) – ESPN College Football Insider Adam Rittenberg joins Query & Company following last night’s CFP Rankings to share his thoughts on how the committee viewed Alabama and Miami. Additionally, they evaluate the chances...
2024-12-04
2h 04
Financial Foundations
Financial Planning Decoded: Beyond the Jargon with Alex Wolfe, CFP®
Join us on the Financial Foundations podcast as we demystify financial planning. In this episode, Alex Wolfe, CFP®, breaks down the essentials of a robust financial plan, contrasting it with wealth management and illustrating its holistic nature. Whether you're aiming for retirement or saving for a sabbatical in Italy, discover how a comprehensive plan can bring your goals within reach. And for those who prefer videos, we've got you covered! Watch as Alex dissects a real client's financial plan and offers actionable advice here! Don't forget, we love to hear from our listeners. If...
2024-02-07
16 min
Tailgate Talks
An Ideal Start to Big 12 Conference Play
In our first tailgate of 2024 we discuss the Red Raiders 2-0 start to Big 12 conference play (3:18) with a huge victory over the Longhorns in our final trip to Austin and solid victory in our home opener vs Oklahoma State. We discuss the growth of the team, players who have impressed us, and the beautiful adjustments the coaching staff continues to make. We touch on the situation surrounding Texas Tech Basketball and how people could benefit from not hitting send on that tweet. Then we wrap the show by discussing the CFP and a crazy 24 hours of the coaching carousel...
2024-01-11
1h 04
Tailgate Talks
Bowl Season, Portal Season, & Hoops Talk
In this tailgate we discuss Texas Tech's invite to play in the Independence Bowl vs Cal (1:28) and then we talk about the WR room seemingly all hitting the transfer portal and our outlook on the disappointing season from them. Then we shift our focus over to basketball where the Red Raiders went 1-1 this past week (20:20) before discussing the CFP in our final shots (36:57). #WreckEm
2023-12-08
45 min
TOOLS TALENTS AND TECHNIQUES with Dustin Sutton
"CURIOSITY UNLEASHED: Entrepreneurship with Courage and Purpose" with Yuen Yung, Managing Partner of Halbar Partners, LLC (#019)
Welcome to another exciting episode of "Tools Talents and Techniques." Today, we're honored to feature Yuen Yung, a visionary entrepreneur and managing partner of Halbar Partners, LLC. As the co-founder of a growth equity investment firm, Yuen brings a wealth of expertise and a unique perspective to the world of finance and investment.With a dynamic background spanning various industries, Yuen's journey is a testament to his diverse skill set. As the former CEO of Casoro Group, he exhibited his exceptional leadership in managing operations, driving business development, and fostering investor relations. His profound insights across disciplines...
2023-09-06
52 min
The Perfect RIA
What Works Wednesday - Leading Advisors With Dustin Corrente
How do you translate lessons that you learn into day-to-day strategies? On this What Works Wednesday, Matt is joined by Dustin Corrente, the Managing Director for Prudential Advisors Mid-Atlantic Financial Group, to talk about how he utilized Matt’s book Delivering Massive Value as part of the curriculum in a team meeting and how he helps other advisors learn to run their business. Dustin will share the importance of time management, meeting surges, and understanding your value, fees, and what he sees with advisors who are doing really well running their practices. http://bit.ly/3Hyz...
2022-12-28
29 min
The Perfect RIA
What Works Wednesday with Guest Dustin Frost
Technology has developed significantly in the past several years, helping advisors grow their businesses, keep track of many moving parts, and—of course—provide more value. However, as technology advances, the number of issues and scammers that pop up also increases. So, in this episode, Matthew will be speaking with Dustin Frost, President of Attentus Technologies, about what you should consider when hiring an IT services company to ensure you’re protected and prepared for any problems that may pop up. You can find show notes and more information by clicking here: https://bit.ly/3ORC4vt
2022-07-06
29 min
Tailgate Talks
The Tailgate 66 - We got chaos! NFL Playoffs are here! Release the Klay! and more!!!
Live streams on www.twitch.tv/BlankaOG Wednesday Nights 7pm central.Any suggestions, topics of discussion or comments on the show please send to tailgatetalkspod@gmail.comSubscribe to the show on YouTube!NFLTime it Takes Tom Brady to Come Back on Your Team NFL Week 18 RecapNFL PLAYOFF Tailgate Talks games of the weekRaiders - BengalsPatriots - BillsSteelers - ChiefsEagles - Bucs49ers - CowboysCardinals - RamsNFL...
2022-01-14
1h 14
Tailgate Talks
The Tailgate 65 - We want NFL week 18 chaos! Klay is back! NFL Playoff predictions, NBA, CFP championship and more!!!
Live streams on www.twitch.tv/BlankaOG Wednesday Nights 7pm central.Any suggestions, topics of discussion or comments on the show please send to tailgatetalkspod@gmail.comSubscribe to the show on YouTube!NFLTime it Takes Tom Brady to Come Back on Your Team NFL Week 17 RecapNFL Week 18 Tailgate Talks games of the weekCowboys - EaglesSteelers - Ravens49ers - RamsChargers - RaidersShot bet!NFL NEWSWILD Playoff possibilities
2022-01-07
1h 10
Tailgate Talks
The Tailgate 64 *TGT goes 3 for 3 on getting COVID* NFL Recap, Underdogs, CFP predictions and more!!!!
Live streams on www.twitch.tv/BlankaOG Wednesday Nights 7pm central.Any suggestions, topics of discussion or comments on the show please send to tailgatetalkspod@gmail.comSubscribe to the show on YouTube!NFLTime it Takes Tom Brady to Come Back on Your Team NFL Week 16 RecapNFL Week 17 Tailgate Talks games of the weekChiefs - BengalsDolphins - TitansRams - RavensCardinals - CowboysShot bet of the weekBrowns - Steelers
2021-12-31
1h 03
Tailgate Talks
The Tailgate Week 61! NFL breakdown, UNDERDOGS, CFP final, NBA and as always MORE SHOTS!!!!
Live streams on www.twitch.tv/BlankaOG Wednesday Nights 7pm central.Any suggestions, topics of discussion or comments on the show please send to tailgatetalkspod@gmail.comSubscribe to the show on YouTube!NFLTime it Takes Tom Brady to Come Back on Your Team NFL Week 13 RecapNFL Week 14 Tailgate Talks games of the weekRaiders - ChiefsCowboys - WFT49ers - BengalsBills - BucsRams - CardinalsTailgate Talks Underdogs!Winner's...
2021-12-10
1h 20
Tailgate Talks
The Tailgate Week 60! Wild AF coaching carousel! CFP shaping up. NFL week 13 predictions and more!!!
Live streams on www.twitch.tv/BlankaOG Wednesday Nights 7pm central.Any suggestions, topics of discussion or comments on the show please send to tailgatetalkspod@gmail.comSubscribe to the show on YouTube!NCAA FootballCoaching CarouselOur takes on CFPMichigan beating OSUCincy staying in the raceOKstate and Baylor Big12 championshipNFLTime it Takes Tom Brady to Come Back on Your Team NFL Week 12 RecapNFL Week 13 Tailgate Talks games of the week
2021-12-03
1h 29
Unsportsmanlike Conduct
The Playoff is Broken
In this episode we breakdown our thoughts on the CFP Playoff, BYU and Utah’s path to a NY6 bowl, recruiting, and big name program bias.
2021-11-12
1h 00
Presidio Perspective
The Big Three - Inflation, Taxes & Market Crashes | Season 2 EP 8 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®
Join Dustin TenBroeck CFP® and Luke Jacobson CFA® as they discuss everything COVID, Inflation expectations, Market Crashes and Volatility, and new Tax Rates! We cover these topics in depth, and so much more on our sister website www.retirement101.org Relax and retire the right way!Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business own...
2021-04-02
36 min
Chicago Sports HQ Chatter
Chicago sports hq chatter
Today on Chicago Sports HQ chatter, the Bears are coming off their best performance of the season to keep themselves alive in the post season picture for another week. Cole and I dive into what went right for them last week and what to expect the rest of the way. Could both Ryan Pace and Matt Nagy be safe one more season and what to make of this Nickelodeon post season broadcast and what it means for the future. With the college football season entering championship week, both Notre Dame and Northwestern are playing for bragging rights this week. What...
2020-12-16
1h 14
Buckeye Blitz Podcast
Week 6: Illinois
On this weeks episode, Dustin and Josh give their opinion on the Ohio State v. Indiana game and all the great action from this past weekend. Initial reactions to the first week of CFP ranking. They give some of their predictions for the upcoming week. --- Send in a voice message: https://podcasters.spotify.com/pod/show/josh-weidus/message
2020-11-27
1h 12
Wealth by Design
MINISODE: Hurricane Hiatus - An Update on the Wealth by Design Podcast
Hello, loyal listeners! We wanted to let you know that we have a quick update on the podcast and a few things that are happening over at Toujours Planning right now. As you may know, we are a Lake Charles-based business and family, and our community, homes, and offices were devastated by Hurricane Laura in August. While we work to rebuild our community and also weather other storms that have come through the area, we are taking a break from the Wealth by Design podcast. We do not know how long it will take to...
2020-10-12
04 min
Wealth by Design
116: The Global Effects of the Stock Market
We often think “the stock market” is synonymous with Wall Street. Stressed out stockbrokers yelling and wearing blazers. New York City. Right? Not necessarily. There are other stock markets all around the world, and they all have different degrees of influence on everything else. That’s how a global economy works. And that’s what Dustin and Joseph discuss in this new episode. WHAT YOU’LL LEARN [02:07] We’re in a global economy [06:15] What we think of when we hear “stock market” [08:25] Is McDonald’s an American company? [09:46] How to envision the global economy [12:33] Easy trading + quaranti...
2020-09-29
00 min
Wealth by Design
MINISODE: Do You Need a Financial Advisor or a Certified Financial Planner™?
When you decide to get your financial ducks in a row, you probably start to look for help with a good old Google search. But when you look up “financial advisor,” “financial planner,” “planning for retirement” or any variation of your financial needs… you might get confused. Quickly. Why? Because there are so many titles for financial professionals out there. Do you need a financial planner? A financial advisor? An investment professional? A money coach? And what are those initials after their names?! In this minisode, Dustin briefly describes the different types of financial professionals and designatio...
2020-09-22
05 min
Wealth by Design
115: How You Spend and Invest Your Money Matters
When you think about buying something — a plain ol’ shirt, for example — what’s your thought process? How do you decide what shirt to buy? Maybe you think, “I don’t want to spend over $20 on this shirt.” Or, “I need it fast, so I need to buy it online from a store that offers free two-day shipping.” How often are you thinking, “I need a shirt that’s sustainably and responsibly made from a locally owned clothing boutique”? This is an example of using your money to make an impact. Every purchase you make has a ripple effect. That’...
2020-09-15
00 min
Wealth by Design
MINISODE: Are You Falling into This Stock Market Trap?
Sir John Templeton, an American-born British investor, banker, fund manager, and philanthropist, said this on investing: “Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” He was named “the greatest global stock picker of the century” by Money in the 1990s, so we’re inclined to listen to his advice. In this new minisode, Dustin breaks down each part of Sir Templeton’s quote. He also discusses timing the stock market, why it’s a bad idea, and what you should do instead. WHAT YOU’LL LEARN The “s...
2020-09-08
05 min
Wealth by Design
114: Your Money & the Federal Reserve Currency System
We often think of “money” as a stack of bills with a bunch of dead presidents on them, right? That’s money as a concept. But when was the last time you carried cash on you? If you don’t see it or touch it, does it actually exist? Yes. And no. Maybe? Dustin and Joseph do a deep dive into the concept of money in our latest episode. They also cover how financial systems evolved from thousands of years ago into what it is now to support a global economy. Tune in to learn about the...
2020-09-01
00 min
Wealth by Design
MINISODE: Should You Have a Joint Account with Your Partner?
We’ll keep the intrigue to a minimum. In our opinion, the answer to this question is a resounding yes. Whether you’ve just gotten married (congrats!) or you’re in a committed, long-term relationship, it may be a good idea to have a joint account with your partner. Sharing your finances with your partner builds trust. Keeping them separate can breed suspicion and worry; plus, separate accounts keep your partner out of the loop on your day-to-day spending and savings habits. Why do partners keep separate accounts? It may be a leftover habit from when yo...
2020-08-25
04 min
Wealth by Design
113: Should There Be a Wealth Tax?
The coronavirus pandemic, as well as recent protests against racial injustice, have highlighted a few underlying problems in our society that have been unknown by many and ignored by most. One of them is the income equality in America: the staggering wealth that a very small percentage of the population owns. As you’ve probably heard, about 1% of the population owns 44% of the wealth in the world. It’s staggering. That’s why the idea of a wealth tax has been kicked around lately, especially as we draw nearer to the 2020 election. Senator Elizabeth Warren and Senator Bernie...
2020-08-18
00 min
Wealth by Design
MINISODE: When Stock Markets Dip and Bounce Back
In March of 2020, we saw the stock market tumble 30% in one month. In the following few months, we’ve gained most of that back. What is happening?? In this minisode (seriously, it’s less than three minutes!), Dustin recaps what a stock actually is — in case you’ve forgotten amidst all the panicked COVID-19 stock market talk — and how stocks are bought and sold. He discusses how people’s emotions cause those peaks and valleys in the stock market, and how you can avoid that dangerous herd mentality when it comes to your own investing. WHAT YOU’LL...
2020-08-11
04 min
Wealth by Design
[Summer Remix] 102: Net Worth is King
We talk about fear a lot on our podcast. Fear is natural and, TBH, necessary. But when it comes to finances, three types of fear tends to hold us back: from investing, from charging clients what we’re worth, or from taking chances when building a business. Fear can also make you focus on the wrong thing when it comes to your net worth. Paying down debt rather than building up your assets, to be specific. And that’s what we discuss in this week’s episode: where our fear of the “debt boogeyman” comes from, our three-step s...
2020-08-03
26 min
Wealth by Design
[Summer Remix] 101: Robo-advisors: Your New Best Friend or Your Worst Enemy?
The robots have taken over. Just kidding. In reality, robots haven’t taken over — but they have taken over a major chunk of the financial industry in the form of robo-advisors. A lot of people assume that we’re going to bash on robo-advisors (“The robots are taking your jobs!”) or that we will tell them a human advisor is the only way to go. But the truth is, we think robo-advisors are actually pretty useful. Of course, there’s a time and a place to use them, which is exactly what we cover in this episode of Wealth by...
2020-07-21
50 min
Wealth by Design
100: High Yield Savings vs. Stocks: Who Wins?
Let’s address the elephant in the room first: what does the phrase “stock market” mean to you? Fear! Panic! Crash! We get it. But we’re here to tell you… the stock market ain’t that bad! There are a lot of misconceptions about investing in the stock market, thanks to fear-mongering in the news, horror stories from family and friends, and a lack of education about the stock market in general. Your fears are valid, but they can also hold you back from growing your wealth. Your fears may also be why high yield...
2020-07-14
36 min
Wealth by Design
MINISODE: The Real Reason You Lose (and Gain) Money in the Stock Market
Welcome to another minisode! This week, Danielle shares some quick tips and stories about the stock market, the 2007-2009 financial crisis, and the best kind of investment strategy you can use, pandemic or no pandemic. Look, we get it. It’s terrible when someone loses everything in a recession or stock market downturn. And you’re probably thinking about this stuff more frequently right now thanks to the coronavirus. However, you’ve gotta remember the other side to those horror stories: the people who lost everything probably bailed at the bottom of the market. That means they didn’t...
2020-05-26
04 min
Stay Wealthy Retirement Podcast
Taylor Schulte: Why You Might DIY, Tax Planning, and More!
Today I'm on the other end of the microphone! I was recently on the Get Wealth Fit podcast. Dustin (the host) led a great conversation and I wanted to share the replay with you. We talk about: Why you might not need a financial advisor Conflicts of interest in the financial industry How you're making a tax planning decision daily My biggest financial mistake And more! If you're tired of me asking all the questions and want to hear me in the hot seat for once, you're going to love this episode.
2020-05-19
52 min
Wealth by Design
MINISODE: Tactical Advice for Businesses Affected by COVID-19
As of right now, things are looking pretty bad thanks to COVID-19. And as Dustin says in our latest minisode, things will probably get much worse. We’re not trying to scare you — we don’t need any more sources spreading fear, right? But we say this so you can prepare yourself for what’s going to happen. Preparing yourself is especially important if you’re a business owner. The reality is, many businesses will fail. If yours doesn’t, the landscape is still gonna look very different after the coronavirus pandemic eases up. That’s why you need...
2020-05-12
07 min
Wealth by Design
107: The Key to Consistency in Investing
Dollar-cost averaging. It’s probably the most boring financial term ever. (We’re working on coming up with a new term. Anyone have any ideas? Anyone?) Snooze-inducing as it sounds, dollar-cost averaging is a super important technique that everyone should be using to invest. Why? Read on. WHAT YOU’LL LEARN [01:55] What dollar-cost averaging means [03:30] Why timing the market doesn’t work [04:24] The key to investing: don’t think about it [05:20] Some musings on stock market fear [08:14] Bring on the volatility! [09:34] Start low and stick to it Timing the market doesn’t work Brace yourself: we get topic...
2020-05-05
13 min
Wealth by Design
MINISODE: COVID-19 & Your Retirement Accounts
Thanks to the continuing COVID-19 crisis, you’re probably hearing “the D-word” thrown around a lot. Yes, that big, scary D-word. “Depression.” News outlets and public figures are warning us that we’re heading for a depression that rivals the Great one. Other news outlets and public figures are assuring us that it’s not all bad; you won’t get another opportunity in your lifetime to invest like you will now. So, who’s right? What should you do with your retirement accounts? Who do you listen to? (Us, of course.) If you’re looking for...
2020-04-28
04 min
Wealth by Design
MINISODE: What You Need to Know About the Current Stimulus Packages
Another day in quarantine, another minisode in our COVID-19 Crisis Series. This time, we’re talking about stimulus packages. You may have heard the terms “monetary policy” and “fiscal policy” thrown around a lot on the news in regard to the upcoming stimulus package, but what do those terms even mean? Sometimes they’re even used interchangeably. But there are big differences between the two, and we explain those differences (and how it affects YOU) in this minisode. For one thing, monetary policy is usually managed by the Federal Reserve. Think interest rates and the amount of mon...
2020-04-21
00 min
Wealth by Design
MINISODE: The Importance of Liquidity in a Crisis
As part of our COVID-19 Crisis Series, we’re covering what you need to know about market uncertainty and your money during these unprecedented times. In our newest minisode, we talk about the most important thing you need to keep in mind during this crisis: liquidity. Liquid assets are assets that you can easily sell or buy without affecting the asset’s price. The value of illiquid assets, like real estate, can fluctuate or decrease. During a crisis, you need liquid assets to protect yourself for what’s happening and what’s to come. As Danielle says in this m...
2020-04-14
12 min
Wealth by Design
MINISODE: Is This Market Crash Short-term or Long-term?
Our minisode series on the COVID-19 pandemic continues to roll out, and in our latest episode, we tackle a question many of y’all probably have on your minds: is this a short-term or a long-term thing? We’re in a bear market, the possibility of a recession is looming on the horizon...so how long is this gonna last? We can’t tell you exactly how long things will last, of course. We aren’t wizards (yet). But we can share some helpful advice to help you get through it. In this minisode, we talk about what we c...
2020-04-07
06 min
Wealth by Design
MINISODE: The Stock Market, Coronavirus, & Three Things Business Owners Can Do Now
As we’re now officially shoulder-deep into quarantines from COVID-19 and continue to experience uncertainty in our daily lives, as well as the stock market—we’ll be providing periodic updates on what’s happening, how to interpret it, plus any actions you can be taking right now as a result of any developments. As of late March 2020, we’re officially in a bear market, which is sparking a lot of questions and stoking the recession fires. We know that what’s happening in the stock market right now can be incredibly confusing and you’re wondering what all this...
2020-03-31
10 min
Wealth by Design
MINISODE: 3 Ways To Help Prepare Your Business For A Potential 2020 Recession
As coronavirus continues to create uncertainty in our daily lives that’s being reflected in the stock market, we’re starting to hear more and more talk about an oncoming recession. And while we’ve not yet been declared to officially be in a recession (as of the time of this recording)—we are overdue. Fortunately for entrepreneurs, our job description is to help people by solving problems. And while a recession brings problems to light, it also brings opportunities for entrepreneurs to solve those problems. We know that this can be an incredibly uncertain time, and you’re l...
2020-03-24
09 min
Wealth by Design
MINISODE: The #1 Question People Have About Coronavirus & the Stock Market
March 2020 is one for the books. The coronavirus has reached pandemic level, many cities and states are issuing quarantines and shutdowns, and the stock market… well. The stock market is a reflection of just how crazy our lives are right now. We know that this can be an incredibly scary time, and you may have questions about your investments. Danielle is answering them in this short video, which we hope helps calm some of your fears and answers some of your questions. WHAT YOU’LL LEARN The #1 question we hear from clients and listeners How...
2020-03-17
05 min
Wealth by Design
106: How Your Obsession With Taxes Affects Investing
Our society is obsessed with not paying taxes. Just take a look at some of these famous quotes about taxes (that the IRS themselves put together!): "The power of taxing people and their property is essential to the very existence of government.'' James Madison, U.S. President “Few of us ever test our powers of deduction, except when filling out an income tax form.” Laurence J. Peter, author “I am proud to be paying taxes in the United States. The only thing is – I could be just as proud for half the money.” Arthur Godfrey, entertainer “The hardest thin...
2020-03-10
00 min
Wealth by Design
105: Penny Stocks: Buy In or Beware?
Have you ever heard about penny stocks? Are you wondering what they are and if you should be getting in on that action? We’re covering everything about penny stocks in this episode of Wealth by Design, so buckle up. Warning: we do not shy away from our opinions about penny stocks in this episode! WHAT YOU’LL LEARN [01:20] What is a penny stock? [03:01] How Dustin was introduced to penny stocks [06:10] The reality of Dustin’s dot com story [08:19] Common misconceptions with penny stocks [09:54] The type of investm...
2020-02-25
18 min
Wealth by Design
104: How the Laws of Human Nature Relate to Investing
What do children’s fables, dog memes, human nature, and investing have to do with each other? Well, you just might have to listen to the full episode to understand. In a nutshell, though, Episode 104 is all about human nature and how it can work against us when it comes to investing. Fear of the unknown and fear of failure can hold us back. And greed can lead us down some bad paths and entice us to make poor decisions that we’ll pay for later. WHAT YOU’LL LEARN [00:50] The enemy of investing [02:10] A famous quote on investi...
2020-02-18
26 min
Wealth by Design
102: Net Worth is King
We talk about fear a lot on our podcast. Fear is natural and, TBH, necessary. But when it comes to finances, three types of fear tends to hold us back: from investing, from charging clients what we’re worth, or from taking chances when building a business. Fear can also make you focus on the wrong thing when it comes to your net worth. Paying down debt rather than building up your assets, to be specific. And that’s what we discuss in this week’s episode: where our fear of the “debt boogeyman” comes from, our three-step...
2020-02-04
25 min
Wealth by Design
101: Robo-advisors: Your New Best Friend or Your Worst Enemy?
The robots have taken over. Just kidding. In reality, robots haven’t taken over — but they have taken over a major chunk of the financial industry in the form of robo-advisors. A lot of people assume that we’re going to bash on robo-advisors (“The robots are taking your jobs!”) or that we will tell them a human advisor is the only way to go. But the truth is, we think robo-advisors are actually pretty useful. Of course, there’s a time and a place to use them, which is exactly what we cover in this episode of Wealth by...
2020-01-28
24 min
Wealth by Design
100: High Yield Savings vs. Stocks: Who Wins?
Let’s address the elephant in the room first: what does the phrase “stock market” mean to you? Fear! Panic! Crash! We get it. But we’re here to tell you… the stock market ain’t that bad! There are a lot of misconceptions about investing in the stock market, thanks to fear-mongering in the news, horror stories from family and friends, and a lack of education about the stock market in general. Your fears are valid, but they can also hold you back from growing your wealth. Your fears may also be why high yield...
2020-01-21
36 min
Wealth by Design
99: Adjusting Your Focus with Taylor Jacobson
When you work a traditional 9-to-5, working from home (for yourself) can feel like a real treat. You sit in a comfortable chair of your choosing, you can blast music as loud as you want, and pants are optional. But anyone who works remotely full-time or runs their biz from their home office knows: it’s not all sunshine and rainbows. Much of the time, you’re fighting distractions that are pulling you away from your work. Thankfully, Focusmate can help you… well, focus. We talked about productivity and human habit with Focusmate’s creator, Taylor Jacobson, on this...
2020-01-14
33 min
Wealth by Design
97: What You Need to Know So You Can Prepare for 2020
With 2020 just around the corner, now is (hopefully) the time when you’re laying the groundwork for what you’re doing in the New Year. From mapping out your big business goals to figuring out where you want to travel in 2020, it’s an exciting time where you get to think about all the possibilities. Of course, we believe that the best way to plan for the future is by assessing the whole picture — even the not-so-fun stuff. That is why we’re sharing a few things you should be aware of in 2020 in this episode. Our hope is tha...
2019-12-10
27 min
Buckeye Blitz Podcast
Big Ten Championship 2019
Josh and Dustin return after the Buckeyes big win against That Team Up North to discuss Dustin's experiences at the game and all of the takeaways from the game. They get into the basketball team's dominance over North Carolina, Big Ten football honors, CFP rankings, college football conference championship games and preview the Big Ten Championship game for Ohio State against Wisconsin. Tune in! Follow us on Twitter at @BuckeyeBlitz and don't forget to rate and subscribe! --- Send in a voice message: https://podcasters.spotify.com/pod/show/josh-weidus/message
2019-12-06
1h 39
Buckeye Blitz Podcast
Week 13: OSU vs. Penn State
The Buckeyes host their biggest competition of the year on Saturday and Josh and Dustin are here to get you ready! They discuss the Rutgers game, Buckeyes in the NFL, CFP rankings, OSU basketball, and the Tua injury. They then get into their bold predictions, burning questions and preview of the top-10 matchup against Penn State. Tune in! Follow us on Twitter at @BuckeyeBlitzPod and don't forget to rate and subscribe! --- Send in a voice message: https://podcasters.spotify.com/pod/show/josh-weidus/message
2019-11-22
1h 36
Buckeye Blitz Podcast
Week 12: OSU at Rutgers
Ohio State is 9-0 as they go to Rutgers to play in Week 12. Josh and Dustin discuss the blowout against Maryland, Chase Young's suspension, big games in CFB, the CFP rankings, OSU's basketball win against Villanova and then discuss the game against Rutgers. You don't want to miss this jam-packed episode! Follow us on Twitter at @BuckeyeBlitzPod and don't forget to rate and subscribe! --- Send in a voice message: https://podcasters.spotify.com/pod/show/josh-weidus/message
2019-11-16
1h 04
Wealth by Design
93: Is Your Business Recession-Proof?
There are so many business owners and entrepreneurs who are #killingit out there today. But the majority of them started business after the 2008 financial crisis. In fact, some of them started their business after college, when normal jobs just weren’t available and they had to adapt. As a result, they have no idea what it’s like to own a business during a recession. They may have started at the onset of the recovery, but they’re not truly prepared for the effects of a recession. That’s why today’s episode is dedicated to asking the questi...
2019-11-12
27 min
Buckeye Blitz Podcast
Week 11: OSU vs. Maryland
The OSU Buckeyes football team is fresh off of a bye week and the basketball team opened up their season against the Cincinnati Bearcats. Josh and Dustin cover everything from the basketball season opener, discuss the first CFP rankings and OSU's #1 rankings, and this week's game against Maryland. Tune in! Follow the pod on Twitter at @BuckeyeBlitzPod and don't forget to rate and subscribe. --- Send in a voice message: https://podcasters.spotify.com/pod/show/josh-weidus/message
2019-11-08
1h 05
Wealth by Design
92: Can You Have Security with Variable Income?
If you don’t work a “traditional” job, one with an office and a salary, you’ve likely dealt with the challenges of variable income. Sometimes, entrepreneurs can barely pay themselves as they try to scale a new venture, while small biz owners are at the whim of seasons, customers, or contracts. Basically, you might not know what’s going into your bank account during a given month. And while that’s part of the thrill of the hustle, it can also be the downside of self-employment. We all want some stability in our lives, even if we want the...
2019-11-05
20 min
Buckeye Blitz Podcast
Week 9: OSU vs. Wisconsin
The Buckeyes have #13 Wisconsin coming to the Shoe and it will be their biggest game of the season so far. Jonathon Taylor vs. JK Dobbins. 2 top defenses on show. Josh and Dustin get you ready for the big game! They discuss CFP odds, the Northwestern game, and the upcoming top-15 matchup. Tune in! Follow us on Twitter at @BuckeyeBlitzPod --- Send in a voice message: https://podcasters.spotify.com/pod/show/josh-weidus/message
2019-10-25
1h 27
Wealth by Design
88: Are You a Spender or Saver in Life & Biz?
As entrepreneurs and business owners, money is a huge part of our everyday lives — from the few bucks we spend on that morning latte to our home expenses and how we use it to invest in new hires for our business. We all have a different experience with money, and most of us have different “money styles” than our loved ones or business partners. Why is that? Well, we think it’s because most people boil down to one “type”: a Spender or a Saver. Now, we know this is a generalization and that we all have a little Spe...
2019-10-08
33 min
Buckeye Blitz Podcast
Week 6: OSU vs Michigan St
The 4th-ranked Buckeyes are now 5-0 and ready for their first ranked opponent of the season, Michigan State. Josh and Dustin discuss Ohio State's huge win against Nebraska, updates on their preseason bold predictions, the state of OSU's CFP odds and everything to get you ready for the Michigan State game. --- Send in a voice message: https://podcasters.spotify.com/pod/show/josh-weidus/message
2019-10-04
1h 19
Buckeye Blitz Podcast
Week 5: OSU at Nebraska
The Buckeyes continue to excel and will now go to Nebraska for their biggest test of the season. OSU is 4-0 and had a huge win against Miami (OH). Josh and Dustin cover all of their favorite moments from the game. They also discuss the topics of paying college athletes and the odds of OSU going to the CFP. Get ready for the big Nebraska game and tune in! --- Send in a voice message: https://podcasters.spotify.com/pod/show/josh-weidus/message
2019-09-27
1h 33
Wealth by Design
85: Adulting 101 Series: Saving
Do you think about saving money and instantly feel guilty and/or defensive about your lack of savings right now? You are so not alone. And while we’re here to tell you a bit about how much you should be saving, we spend some time in this episode of Worth It talking about why you should be saving. We hope it gets you fired up and ready to save, so let’s dive in. WHAT YOU’LL LEARN [02:20 How Dustin managed to build wealth through savings… even during the 2008 financial crisis [07:45 What Warren Buf...
2019-09-16
33 min
Wealth by Design
84: Adulting 101: Debt
We hear it all the time: “I feel like I’m not actually an adult because I have debt. And debt is bad!” Do you resonate with that? Well… we’re here to tell you a few things about debt that just might blow your freakin’ mind. Check out the fourth installment of our #Adulting 101 series about *drum roll please* debt repayment. How much should you be paying to debt? You’ll probably be surprised. WHAT YOU’LL LEARN 02:19 What people sacrifice for the sake of paying down debt 03:20Generational fear and hatred of debt 03:46 Dust...
2019-09-10
20 min
Wealth by Design
81: Adulting 101 Series - Housing
#Adulting: how many times have you seen that hashtag, or even said it aloud? We’re sure it makes older generations roll their eyes, but that’s alright. We know that adulting can feel hard, but we don’t think it has to be that way. That’s why we’re committing this little mini-series to all of you out there trying to “adult.” And as part of our #Adulting 101 Series, we’re diving straight into the deep-end, talking about housing. BUYING A HOUSE — EEEK! Just thinking about buying a home can make a Millennial break out in sweats...
2019-08-20
33 min
Wealth by Design
[Summer Remix] 55: From Building A Can’t-Live-Without SaaS Business From The Ground Up to Planning Global Impact with Jesse Patel
**Summer Replay: Here is one of our favorite episodes we are re-releasing with a new introduction. Stay tuned for all new episodes coming later this summer** On this episode of Worth It, Dustin R. Granger, CFPⓇ and I interview Jesse Patel, the cofounder of Workflowy, the fastest, most flexible list maker on the planet and one of our absolute favorite tools for business and at home. We discuss how this simple, but powerful tool has changed our lives and his. We dig into his journey from working a typical 9-5 job, to joining an incubator, to creating the...
2019-08-01
46 min
Wealth by Design
[Summer Remix] 57: Why Your Money Needs Direction
**Summer Replay: Here is one of our favorite episodes we are re-releasing with a new introduction. Stay tuned for all new episodes coming later this summer** Managing your money is a little bit like going camping or hiking. You spend a lot of time preparing and packing for the journey and then you’re off, ready to see where the road takes you. But what happens when you forget your map? And what happens when you don’t plan out where you’re going? Starting off without a direction can feel exciting, but it can also p...
2019-07-25
23 min
Wealth by Design
66: Your Business Runs on Liquidity (So Should You)
**Summer Replay: Here is one of our favorite episodes we are re-releasing with a new introduction. Stay tuned for all new episodes coming later this summer** The most liquid asset is cash, but what about other assets? And what does liquidity mean? On the Worth It podcast, we dive deep on what liquidity is (and is not) and what it can do for your finances. --- Which is easier to drink when you’re thirsty: a block of ice or cold water straight from the tap? The tap water, right? It makes sense in...
2019-07-18
30 min
Wealth by Design
73: Pitfalls Series: When You Don’t Invest in Yourself
We’ve all heard the importance of investing in ourselves. Whether it’s investing in an executive coach, in the right clothes, or in your personal development, Dustin and Danielle have covered the gamut in past episodes. But on today’s episode of Worth It, they’re taking a different angle. In the Pitfall Series, they’ve been talking about the pitfalls of investing in the wrong arena and in the wrong advisory team, but today they’re talking about the pitfalls of not investing in yourself (and your future). Instead of talking about coaches or employees or “traditio...
2019-05-23
18 min
Wealth by Design
72: Pitfalls Series: Investing in the Wrong Team
As part of the Pitfalls Series, Dustin and Danielle are talking about investing in the wrong advisory team. When you start your business, you may hire an assistant, a graphic designer, or some other professional who helps you execute and deliver your daily work. Of course, these individuals are highly important to the success of your business. But that’s not what Dustin and Danielle are talking about today. Instead, they’re talking about the professional you choose to work with — and take advice from. WHAT YOU’LL LEARN 06:45 How your perception of money changes as you start ea...
2019-05-16
23 min
Wealth by Design
71: Pitfalls Series: When You Invest in the Wrong Arena
In this new 3-part series, we’re talking all about pitfalls in investing. Whether you’re investing in actual investments, in a team for your business, or not investing in yourself, there are a number of “uh-oh’s” we all encounter at some point. But Dustin and Danielle are hoping to raise some awareness of these pitfalls so that Worth It listeners don’t have to encounter them. In this first part of the series, Dustin and Danielle are talking about the pitfalls of investing in the wrong arena. WHAT YOU’LL LEARN 02:16 Why you’re losing money...
2019-05-09
28 min
Wealth by Design
70: Protecting Your Biz & Brand With Joey Vitale
In this episode of Worth It, Dustin and Danielle have a special guest: Joey Vitale. Joey is an attorney, speaker, and educator for entrepreneurs. He focuses on the legal aspects of creative businesses so the owners can focus on what’s important — their work. On top of working with clients, Joey has also created an expert brand for himself with Indie Law, where he provides a ton of resources for creative entrepreneurs who are looking to either “DIY” their brand protections or work with his expert team. During their chat, Dustin, Danielle, and Joey dig into what trademar...
2019-05-02
1h 00
Wealth by Design
69: How Much Cash Do You Need On Hand?
There are plenty of “rules” out there about how much money you need to save up for a rainy day or an emergency, but how do you know what you need to save? This week on Worth It, Dustin and Danielle are digging into a simple formula that can help you answer that question, both for personal savings goals and for your business. WHAT YOU’LL LEARN 07:05 Why most Americans are not prepared for an emergency 07:33 Why cash is a parachute, not an airplane 09:49 How much cash should you have on hand? 10:3...
2019-04-25
26 min
Wealth by Design
68: What You Need to Know for 2019 Taxes
Tax Season Ain't Over: What You Need to Know for 2019 Taxes Now that April 15 has passed, you’re probably over the idea of taxes. But taxes aren’t just something you should think about when it comes time to file, especially if you’re a business owner or entrepreneur. You should have some passing knowledge of taxes, new changes that affect your business, and how to leverage that knowledge so you don’t pay more than you have to. This week on Worth It, Dustin and Danielle are giving you a brief rundown of three tax topics they thi...
2019-04-18
20 min
Wealth by Design
67: Investing vs. Spending: Mindset and Differences
When it comes to spending money, it’s easy to see everything as an expense. Taxes cut out of your take-home pay, your car’s tires eat into savings, and groceries just keep getting more expensive. But what you spend your money on can be more than just outgoing expenses; it can actually be seen as investments in yourself, your future, your business, and those around you. On the Worth It podcast, Dustin and Danielle are discussing the investing vs. spending mindset and how it can be beneficial to view some spending through the lens of investments. W...
2019-04-11
22 min
Wealth by Design
66: Your Business Runs on Liquidity (So Should You)
The most liquid asset is cash, but what about other assets? And what does liquidity mean? On the Worth It podcast, we dive deep on what liquidity is (and is not) and what it can do for your finances. --- Which is easier to drink when you’re thirsty: a block of ice or cold water straight from the tap? The tap water, right? It makes sense in this context, but many people — especially business owners — have a hard time understanding how this applies to their assets. Liquid assets are the kind of assets...
2019-04-04
28 min
Wealth by Design
65: Self Employment + Retirement: Life in Retirement
What’s the first thing you think of when you hear the word “retirement”? For some, it conjures up images of golf courses, RVs, and days spent measuring blades of grass. And for many people, especially those from younger generations, those images are enough to keep them working forever. But Dustin and Danielle don’t think retirement has to be like that. In fact, on this week’s episode of Worth It, they’re asking listeners to reframe their definition of retirement altogether. Then, once you have a better idea of what retirement really looks like to you, you can...
2019-03-28
33 min
Wealth by Design
64: Entrepreneurship & Employment Are Not Enemies with Dannie Fountain
This week on Worth It, we have a very special guest. Dannie Fountain is a business strategist and marketing expert who helps creative entrepreneurs grow their businesses. She’s also written four books, travels the world for speaking engagements… and works at Google. And she’s also only 25. For real. Dustin and Danielle were so honored and excited to chat with Dannie about her journey through entrepreneurship and “traditional” employment in this episode. In this episode, they talk about how she does it all and how her speaking and travel engagements helped her create a resume that caught the...
2019-03-21
56 min
Wealth by Design
63: Self Employment + Retirement: Work-Optional Lifestyles
Not everyone dreams of retirement and retirement means something to different to today’s generation — especially if you’re an entrepreneur or business owner. But even if you don’t plan on calling it quits permanently one day so you can hang out with your grandkids or curse at your neighbors for walking on your lawn, you might want to have some money in the bank. Why? So you can do whatever the hell you want, that’s why. This week on Worth It, Dustin and Danielle are digging into what it means to live a work-opt...
2019-03-14
16 min
Wealth by Design
62: Self Employment + Retirement: Saving Options
This week on Worth It, Dustin and Danielle are kicking off a new series called “Self Employment + Retirement.” Over the next three weeks, they’ll be talking about everything entrepreneurs and self-employed people need to know about retirement, from savings to a work-optional lifestyle to what to expect when you retire. First, though, they’re talking about the different retirement savings options you have when you work for yourself — and they break each one down to determine which is best for you. WHAT YOU’LL LEARN 4:05 Why having a financial advisor can help with you choose betwe...
2019-03-07
23 min
Wealth by Design
61: Sorry, Multiple Businesses Don't Count as Diversification
If you’re a die-hard entrepreneur, you’re made to build, launch, and profit from the businesses you’ve thought up. And thanks to those businesses, you’re able to afford the life you want to live and do what you’re good at each day. But as you probably know, maintaining and running those businesses is hard work. When you stop working or clients dry up, those businesses can be a serious risk to your financial wellbeing. In this week’s episode of Worth It, Dustin and Danielle are shedding a little light on this topic an...
2019-02-28
22 min
Wealth by Design
60: All About Debt: The Good, The Bad & The Ugly
Do you hear the word “debt” and instantly think of it as shameful, bad, or even scary? If so, you’re not alone. According to the latest statistics, the average American household has $135,768 in debt — including mortgages, student loans, car loans, and credit card debt. On top of that, 7 out of 10 people say that debt is necessary in their lives, but they wish they didn’t have it. Most of us have debt, so why is it something that we want to get rid of (or feel ashamed to talk about)? This week on the podcast, Dustin and Daniel...
2019-02-21
26 min
Wealth by Design
59: How to Stay in Love With Your Business
When you first started out in your business, you were probably so excited to get to work each morning, to see the ball start rolling and to watch the progress you were making. In that “honeymoon phase” of business-building, it’s so easy to love your business and feel fulfilled in your work. But what happens when that initial excitement wears off? And what happens if you find yourself doing things you don’t necessarily love, but that keep the business moving (at least a little)? It’s hard to love everything about our businesses, but it is possibl...
2019-02-14
27 min
Wealth by Design
57: Why Your Money Needs Direction
Managing your money is a little bit like going camping or hiking. You spend a lot of time preparing and packing for the journey and then you’re off, ready to see where the road takes you. But what happens when you forget your map? And what happens when you don’t plan out where you’re going? Starting off without a direction can feel exciting, but it can also prevent you from seeing (and doing) everything you want. The same goes for your money. If you don’t have a direction for your money, you may feel lik...
2019-01-31
22 min
Wealth by Design
55: From Building A Can’t-Live-Without SaaS Business From The Ground Up to Planning Global Impact with Jesse Patel
On this episode of Worth It, Dustin R. Granger, CFPⓇ and I interview Jesse Patel, the cofounder of Workflowy, the fastest, most flexible list maker on the planet and one of our absolute favorite tools for business and at home. We discuss how this simple, but powerful tool has changed our lives and his. We dig into his journey from working a typical 9-5 job, to joining an incubator, to creating the ultimate list-making program, where you can shift focus from the big picture to minute details in a fluid fashion. So take a pause from your to-do list and...
2019-01-17
45 min
Wealth by Design
52: How to Live Life in Slow Motion
Have you ever wanted to live your life in slow motion? We all experience those times where we wish we could slow down, but they seem to just zip by. Dustin has been reading about how to make the most of life and he has several tips to share on how to slow down and make the most of the time we have. Worth It is the podcast that helps you dream, plan, and live your ideal life and on this episode, we’re focusing on helping you live your ideal life. If you have always wanted to learn how...
2018-11-14
28 min
Wealth by Design
51: How to Know Your Worth and Charge It
Many purpose-driven professionals and creative entrepreneurs have a hard time knowing their worth and even harder time charging it. There are some that even feel weird simply charging others for their work. So many of us struggle with imposter syndrome that we don’t really value ourselves and what we do. Even though we love what you do we still need to be able to make a living. On this episode of Worth It, Dustin and I are here to inform you why it is so important to know your worth and why you should never be afr...
2018-11-08
24 min
Wealth by Design
50: When to Hire a CFO and Scale Your Business, with Tyler J. McCall
Tyler J. McCall is a marketing strategist and coach for creative entrepreneurs. He specializes in Instagram marketing and is an expert at converting followers to fans. Tyler teaches his students how to make an impact and grow business with Instagram by using it in a genuine and intentional way. Tyler’s business has grown exponentially over the past year and in this episode, he opens up about when he realized he needed help and decided to hire a CFO. Listen to episode 50 of Worth It to hear the Instagram expert, Tyler J. McCall, as he reveals how he scaled hi...
2018-11-01
47 min
Wealth by Design
048: How to Maximize Your HSA (Health Savings Account)
Have you ever wondered what a health savings account is? Or maybe you know what it is, but you’re not sure if you need one. Perhaps you already have an HSA, but you’re not sure what’s so great about it. On episode 48 we discuss everything you need to know about HSA’s. A listener recently asked if they should contribute to a health savings account, and we are glad she did because this gives us the opportunity to share everything we know about HSA’s. Listen to this episode of Worth It to hear how to maxi...
2018-10-18
24 min
Wealth by Design
47: What It Takes To Be An Influencer
All of us possess influence, but we don’t necessarily know how to use it to its fullest in the modern, digital world. This episode is a “how to” conversation about what it takes to become an influencer. If you’ve got great ideas, expertise, or simple insight into a particular area of life, you can and probably should become an influencer. There are people out there waiting to hear your voice. They truly WANT to hear YOU speak about the very things they want to learn. Listen to this episode to learn how. Here’s What You’ll Learn [0...
2018-10-11
36 min
Wealth by Design
046: An Easy Guide To Understanding Your Federal Income Tax Rate
As anyone who has ever filed income taxes can tell you, you have to know which tax bracket you’re in before you can make even an educated guess of what you might owe Uncle Sam. It’s pretty easy to figure out your tax bracket because it’s based on your income, but it’s trickier to calculate how much you’ll actually owe because of the way the U.S. tax system works. For this episode, Dustin and I created an easy-to-understand tax reference guide! Here’s What You’ll Learn [0:45] Let’s talk taxes, specifica...
2018-10-04
19 min
Wealth by Design
045: Start A Ben Franklin-Style Junto Club
Have you ever punched someone? Not a tap on the shoulder, but a fist-clenched, teeth-gritted haymaker-to-the-jaw kinda punch. Are you thinking “how is throwing a punch living my ideal life?” Throwing (or receiving) that punch may not be ideal, but sharing the story of how it all went down might be! On this fun and informative episode, Dustin stands on the shoulders of Benjamin Franklin as he details his own experience of starting a Junto club, the benefits of deep conversation, and how you can start your own Junto club! Here’s What You’ll Learn [3:15] Before te...
2018-09-27
32 min
Wealth by Design
044: Millennials: How Will Artificial Intelligence Impact Their Future?
Millennials aren’t just the largest consumer group. They are now the primary workforce. This means that just like their parents and grandparents worried about how machines and computers could take their jobs, millennials have the same concerns about Artificial Intelligence. In fact, nearly 81% worry about their work duties being fully or partially taken over by AI technology. Here’s What You’ll Learn [0:45] Will the future be run by robots? [4:00] What can we learn from AI in the movies? [5:45] AI is simply “mimicking cognitive function” [6:00] “AI is whatever has not been done yet” [7:45] AI is there to make...
2018-09-20
00 min
Wealth by Design
043: Chasing The Carrot: How To Motivate Yourself To Succeed
I am sure you have all seen the picture of the carrot tied on a stick, dangling out in from of of an animal pulling a cart. That picture makes us smile, but the thought behind that tactic is actually a very effective one. Create a system of goals and rewards. Rewarding yourself for the hard work you’ve done can be extremely valuable, especially when you had to push yourself out of your comfort zone to achieve it. Not sure where to start? Check out this episode, Dustin and I will help get you started! Here’s What...
2018-09-13
27 min
Wealth by Design
042: Discovering Your Perfect Client Avatar
Have you met your ideal client yet? Do you know what they look like? What are interested in? How do they use technology? What they dream about? If your ideal client walked in the door right now, would you know them? In a world where people are tired of mass-produced products, finding your niche is more important than ever! In order to do that, you should create an avatar of that perfect client! If you are not sure how to get started, join us on this episode for inspiration as we outline OUR perfect client avatar! Here’s Wh...
2018-09-07
27 min
Wealth by Design
040: Building Your Net Worth Statement
Your net worth can be an extremely useful tool in measuring your economic status and overall financial progress from year to year. Your net worth is essentially a grand total of all your assets minus your liabilities. In other words, your net worth is the figure you get when you add up everything you own and then subtract from that the value of all of your debts. Dustin R. Granger, CFP® and I have put together a simple tool that you can use to help you calculate your net worth! Check out this Worth It episode to learn more!
2018-08-23
28 min
Wealth by Design
039: Creating Your Ideal Life, with Books & Booze Founder John Leven
On this Worth It episode, John Leven, the host host of the Books & Booze podcast joins Dustin and I to talk about how he is able to read one hundred books a year, why he recommends liquid networking, and how he selects which books to read out of the thousands that are recommended to him. If you love to read, love a good beverage (alcoholic or otherwise), or are just looking for more ways to live your ideal life, this episode is for you! Grab a drink and enjoy! Here’s What You’ll Learn [1:15] John...
2018-08-16
35 min
Wealth by Design
038: Catapult Your Success With A Mastermind Group!
The term “mastermind” was originally coined by Napoleon Hill in 1925, but small groups of people have been meeting to discuss business ideas, philosophy and untold other subjects for hundreds, if not thousands of years! Today, Dustin R. Granger, CFP® and I talk about the rich history of mastermind groups, and why you should absolutely join one (or start one)! Here’s What You’ll Learn [1:45] Using the power of a small group to catapult your life [2:45] The definition of a mastermind group [5:45] What sort of group should you join? [9:00] Drink a beer and...
2018-08-09
27 min
Wealth by Design
037: Finding Your Ikigai: How To Discover Your Purpose And Passion In Life
Ikigai (pronounced ee-key-guy) is a wonderful Japanese concept made from two Japanese words: iki, meaning “life” and kai, meaning “effect, result, worth or benefit.” Combined: “a reason for living.” Beautiful, Isn’t it? Ikigai is the idea of seeking a purpose in everything you do in life - Hobbies, friendships, work, community, and travel all add to your ikigai. There is no need to visit a Buddhist temple in Bali to “find yourself.” Instead, Dustin and I want to use this episode to help you find your reason for living, aka your Ikigai! Grab your headphones and a pen, your purposeful fu...
2018-08-02
27 min
Love, your Money - Wealth, Money, and Financial Advisor for Women
EP 116: When You Don’t Know What Kind of Business to Start with Mariko Briley
Today’s show is all about a topic that is important to everyone: EARNING. If you are familiar with Episode 77, then you know Earning is one of the 7 Steps to Wealth covered there. We start off by discussing the wage gap for women and then get into a great conversation about finding success in the world of online business. Mariko Briley grew up living in the great outdoors of Alaska and became a pilot who flew tourists around Mt. McKinley. She and her husband now run a multi-million dollar business teaching entrepreneurs how to find success. Mariko an...
2018-07-03
32 min
Wealth by Design
036: Investment Wisdom You Can Bank On, Part 3
Sir John Marks Templeton (November 29, 1912 – July 8, 2008) was an American-born British stock investor, businessman, and philanthropist. He is credited with giving this investment wisdom in February 1994: “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.” Today, Dustin R. Granger, CERTIFIED FINANCIAL PLANNER™ and I break down exactly what that phrase means, and how it can help show what is happening in the financial market! Here’s What You’ll Learn [1:22] Who was Sir John Templeton? [3:15] Bull Market explained [3:45] Bear market explained [5:00] Bull markets are born on pessimism... [8:00] ...grows on skepticism... [9:15] ...Matures on optimism...
2018-06-28
21 min
Wealth by Design
035: Create, Don’t Compete,
The idea of competition is engraved in our minds. We believe that we have to compete for the same jobs as others. If someone has a job, that means you can’t have the same job. And if a company has a certain market share, that means you have to compete with that company to “win” a piece of their share. What if instead of competing, we focused on creating. On this episode, Dustin and I share a few well-known examples of people who created instead of competing, and how the world was changed as a result! Here’s What Yo...
2018-06-21
35 min
Wealth by Design
034: 5 Things You Should Do To Prepare For A Recession
The recession of 2008-09 may have occurred nearly a decade ago, but it’s still a painful memory for many entrepreneurs. Unfortunately, economic downturns are a fact of life when you’re running a business. But there are steps you can take now to prepare your business to weather a storm and emerge even stronger. On this Worth It Episode, we will share 5 tips you can use to help you prepare for a recession. Here’s What You’ll Learn [2:30] Preparing for a recession [5:15] #1 - Be financially prudent before the crisis [8:45] #2 - Be indispensable [9:30] #3 - Diversify your inco...
2018-06-14
28 min