Leland Gross CFP® - Podcast Details

Shows

The Real Estate Success PodcastSmart Strategies for Kids' Future Savings | What Works Wednesday with Leland GrossToday we’re diving into one of the most common questions I get from parents and future parents alike: how do I start saving for my child’s future?Now if you know me—you know I like to keep financial planning both practical and purposeful. And when it comes to college savings, there’s no one-size-fits-all. From traditional bank accounts to 529 plans to custodial investment accounts, there are more options than ever—and more confusion.In this episode, I break it all down. I talk about the pros and cons of ea...2025-07-0914 min

The Real Estate Success PodcastTacos, Teams, and Tenacity: The Real Estate Rise of Richard CalderonToday, we're joined by Richard Calderon, whose path from Navy air crewman to managing broker is anything but ordinary.After serving in the military, Richard found his footing in real estate through the world of affordable housing in California, helping families find stable ground. That same spirit of service guided him through a return to the East Coast, where he built his reputation in property management, carved out a niche in new construction, and steadily rose through the ranks to become the managing broker of over 100 agents.But what sets...2025-06-2536 min

The Real Estate Success PodcastWhat To Do With an Old 401(k)?In this episode of What Works Wednesday, CFP® Leland Gross tackles one of the most common questions he receives: “What should I do with an old 401(k) or 403(b) from a previous employer?” This is especially relevant for self-employed professionals and entrepreneurs who’ve left corporate jobs to start their own businesses.Leland breaks down the high-stakes options for handling old retirement accounts, emphasizing how the wrong decision can lead to significant taxes and penalties. He outlines two and a half main strategies for managing a previou...2025-06-1015 min

The Real Estate Success PodcastBuying Back Your Time: How Cavelle Mollineaux Built a Business That Doesn’t Run His LifeMy guest today is Cavelle Mollineaux—a Navy veteran, entrepreneur, and the visionary founder of Onyx Real Estate.Cavelle is a powerhouse in the Hampton Roads real estate market, not just because of the volume his brokerage produces, but because of the culture of excellence, impact, and community he’s built. He’s a board member for organizations like The Up Center and the Minority Business Council, and he serves on multiple real estate industry boards as well. But what truly sets Cavelle apart is his ability to lead with vision, integrity, and a deep d...2025-05-2851 min

The Real Estate Success PodcastPersonal Finance–More Personal Than FinanceWhat makes this episode stand out isn’t just the financial insights—it’s the reminder that behind every dollar is a deeply personal story. Personal finance isn’t a one-size-fits-all formula. It’s a reflection of our values, desires, and the unique journey each of us is on.In this episode, we explore why money is just one of many resources we have—and why it’s only powerful when aligned with what truly matters to us. We dive into how understanding your own goals, story, and motivations is the foundation of any meaningful fin...2025-05-1313 min

The Real Estate Success PodcastLeading with Faith and Abundance: The Story of Stephanie Clark’s Real Estate SuccessMy guest on today’s episode is Stephanie Clark. Stephanie is the founder and team leader of Stephanie Clark Real Estate at RE/MAX Alliance, a powerhouse group that’s grown to over 30 team members spanning both sales and property management.What makes Stephanie stand out isn't just the scale of her success—it's how she’s built it. From working out of her mother’s house with her mom and sister to now leading one of the largest and most respected teams in the area, her story is grounded in family, faith, abundance, and an unw...2025-04-3034 min

The Real Estate Success PodcastThe 50/30/20 Rule: A Better Way to Manage Your Cash FlowNow if you know me, or you’ve listened to this show before, you already know I’m not a fan of traditional budgeting. That word alone can bring up feelings of guilt, scarcity, and frustration—especially when your income isn’t predictable or your lifestyle doesn’t fit neatly into a spreadsheet.In this episode, I’m flipping the script and sharing a system I’ve seen bring real clarity and freedom to my clients: the 50/30/20 cash flow plan. It’s simple, it’s flexible, and—most importantly—it works. We’ll break down exactly how to set...2025-04-1511 min

The Real Estate Success PodcastOvercoming Fear & Finding Freedom: Jessica Haynes’ Journey to Real Estate SuccessMy guest today is Jessica Haynes, a powerhouse real estate professional with Atlantic Sotheby’s and a shining example of resilience, passion, and authenticity in the industry.Jessica’s journey into real estate wasn’t the traditional path. She started her career in civil service, working in cybersecurity—a stable job with great benefits. But she craved more freedom, flexibility, and fulfillment. Encouraged by friends who saw her potential, she took the leap into real estate in 2017. However, that leap came with challenges—balancing the uncertainty of commission-based income, stepping away from the security of a 9-to...2025-04-0231 min

The Real Estate Success PodcastScaling Success: Tilman Dunbar on Leadership, Investing, and Growth in Real EstateMy guest on today’s podcast is Tilman Dunbar. Tilman is a dynamic force in the real estate industry, a former Division 1 athlete, and a Navy veteran. After serving as a surface warfare officer, he transitioned into real estate, quickly making a name for himself as an investor, agent, and now the CEO of Keller Williams Elite 757.What’s unique about Tilman is his journey from flipping houses to leading a brokerage of over 100 agents—all while building multiple businesses within the real estate ecosystem. In this episode, we dive into his st...2025-02-1936 min

The Real Estate Success PodcastFrom Fired to Top Producer in 2 Years – Greg Montie’s Relentless Rise in Real EstateToday, I’m thrilled to sit down with none other than Greg Montie, a powerhouse in the Hampton Roads real estate scene. Greg has quickly become a top-producing agent, closing an impressive $20 million in sales each year since getting into the business. But his path to success wasn’t exactly smooth—his journey into real estate started with an unexpected job loss and a leap of faith.Greg’s story is one of resilience, discipline, and sheer determination. After spending nearly two decades in the car business, including a successful tenure as a finance director...2025-02-0429 min

The Real Estate Success PodcastBuilding a Legacy: How Edwin Rodriguez Transformed a Part-Time Gig into a Real Estate EmpireToday, I am beyond excited to share the mic with none other than Edwin Rodriguez. Edwin is a powerhouse in the Hampton Roads real estate community and one of the driving forces behind the explosive growth of Iron Valley Real Estate in our region. He’s not only a top-producing agent and mentor to countless others, but he’s also a retired Navy senior chief, a dedicated family man, and now an owner of one of the fastest-growing real estate brokerages in the area.What makes Edwin’s story so compelling is his journey. From s...2025-01-3041 min

The Real Estate Success PodcastFrom Food Stamps to Top Producer: How Lexi Church Built a Thriving Real Estate Career with AuthenticityMy guest on today’s podcast is Alphradezsa Lexi Church. Lexi is a top-producing realtor in the Hampton Roads area and a dynamic leader in the real estate community. She’s a member of multiple leadership committees, including the Hampton Roads Realtors Association, the Women’s Council of Realtors at both the local and state levels, as well as other boards and committees. But beyond her accolades, Lexi is a powerhouse of authenticity and innovation.What’s unique about Lexi is her journey and the way she has embraced her authentic self to build a thrivi...2025-01-3035 min

YAC Sports PodcastEpisode 329Patrick Hite hopped on the podcast to talk Commanders and HS basketball. Joe and Leland talk CFP and baseball to close. 2025-01-221h 36

YAC Sports PodcastEpisode 328This week Joe and Leland recap the snow week in HS sports then the CFP and NFL Playoffs. Then Leland talks about virtual golf. 2025-01-151h 24

YAC Sports PodcastEpisode 327This week Joe and Leland discuss HS basketball before Cayden Cook-Cash joins the podcast. All that plus some CFP and NFL talk. 2025-01-071h 09

YAC Sports PodcastEpisode 326This week Joe and Leland recap their holidays and the CFP. Recorded before New Year's but Joe was late getting it up. Happy New Year 2025-01-021h 24

YAC Sports PodcastEpisode 325This week Joe and Leland recap the VHSL championships in football. CFP preview and some Christmas talk. 2024-12-181h 16

YAC Sports PodcastEpisode 323This week Joe and Leland recap the region championships. VT beats UVA and the CFP committee releases rankings. All that and more on this week's episode. 2024-12-041h 00

Self-Employment Success PodcastEpisode 70: What Works Wednesday: The Effects Of The Fed Lowering Interest RatesWelcome to What Works Wednesday! Today, we're covering the Fed's recent decision to lower interest rates by 50 basis points in September 2024. We'll quickly explain why rates change, how they impact borrowing and saving, and what this means for you. Let's dive in!2024-10-1612 min

Self-Employment Success PodcastEpisode 69: Rising Tides, Forcing Mechanisms, and Keys To Entrepreneurship W/ Aakash ShahMy guest on today’s podcast is Aakash Shah. He is the founder of Wyndly, an at home allergy testing and treatment company, designed to provide personalized immunotherapy treatment plans from real doctors delivered to your door. In this episode Aakash shares his journey which is truly remarkable. He shares about his struggle with allergies and realizing that much of the current healthcare system is not available to many people struggling with allergies, because it is hard to get into see an allergist. He and his cousin discovered a way to provide this treatment, and after fixing his ow...2024-10-0939 min

Self-Employment Success PodcastEpisode 68: What Works Wednesday: How Elections Impact The Stock MarketIn this episode of What Works Wednesday, Leland discusses how elections historically impact the stock market. Without diving into party politics, he explains the unpredictability of markets and shares insights on making informed investment decisions during election years, while emphasizing that no one can predict the future.2024-10-0213 min

Self-Employment Success PodcastEpisode 67- Goals that are big enough for everyone else’s goals w/ Briar Baughman My guest on today’s podcast is Briar Baughman. Briar is the owner and founder of Off-Load Moving, a moving company based out of Hampton Roads, Virginia. What’s unique about Briar is the level of success he has achieved in such a short time, being only 24 at the time of this recording. In this episode Briar shares his story. He details how his family moved 19 times in the first 18 years of his life and how that deeply shaped him. He had developed a dread for moving and realized that this is typically a transition in one’s life th...2024-09-2555 min

Self-Employment Success PodcastEpisode 66: What Works Wednesday- It’s Not About What You Make, But What You KeepWelcome back to What Works Wednesday! I’m Leland Gross, and today we're covering an often overlooked but crucial investing strategy: tax location. While asset allocation (diversifying investments) is well-known, tax location ensures you're maximizing after-tax returns by placing investments in the right accounts. It’s not just about what you make, but what you keep. So make sure your portfolio is optimized for both asset allocation and tax location to grow and keep more of your wealth!2024-09-1813 min

Self-Employment Success PodcastEpisode 65: Helping Entrepreneurs Face The Monster Under The Bed W/Melissa BroughtonMy guest on today’s podcast is Melissa Broughton. Melissa is the founder of Busy Bee Advisors, a bookkeeping, accounting, and tax advisory firm for busy entrepreneurs and small businesses. What I love about Melissa is her own story of entrepreneurship. In this episode she shares about how she knew from a young age that she wanted to be an accountant and as an adult had a great career in accounting, but how eventually the long weeks and the requirement to ask for time off grew to be too much, so one day, while on vacation, she decided to...2024-09-1148 min

Self-Employment Success PodcastEpisode 64: What Works Wednesday- 3 Financial Planning Misconceptions I See Self-Employed Professionals MakeWelcome to this weeks What Works Wednesday! Today, we're breaking down three common personal finance mistakes self-employed pros make—starting with the myth that you can deduct everything on your taxes. Tune in to avoid these costly mistakes!2024-09-0413 min

Self-Employment Success PodcastEpisode 63: Flourishing Your Business Through People, Processes, and Performance w/ Garrett DelphMy guest on today’s podcast is Garrett Delph. Garrett is the founder of Clarity Ops, a company that provides process and performance consulting and implementation for high impact organizations. What is unique about Garrett is his unique ability to help businesses navigate the complexities of expansion, due to his own experience running businesses and having his chairman of the board tell him that he was the issue due to his own micromanagement that was hindering the business’ growth. In this episode we talk in depth about business scaling, the pain points that arise for businesses, and how if y...2024-08-2848 min

Self-Employment Success PodcastEpisode 62: What Works Wednesday: Information without implementation is uselessWelcome to What Works Wednesday! Today, we're highlighting a crucial concept: Information without implementation is useless. It’s not enough to have a solid financial plan or business strategy—what really matters is turning that knowledge into action. Without implementation, even the best advice or plan becomes wasted effort. Let’s focus on taking actionable steps to ensure that information drives real value in our lives.2024-08-2116 min

Self-Employment Success PodcastEpisode 61: Fostering Luxurious Experiences With A Local Touch w/ Kate MooreMy guest on today’s podcast is Kate Moore. Kate is the founder of Melted and Moved, a boutique, luxury travel advisor business that provides travelers with tailor-made travel itineraries that deliver both luxury and a local touch world-wide. In this episode Kate shares her entrepreneurial journey. She shares how building a staffing agency from the ground up gave her 10 years of business experience in a 4 year period, and how when they rolled the staffing agency up under a larger conglomerate, she realized that she doesn’t make for a good employee and needed to be her own boss...2024-08-1442 min

Self-Employment Success PodcastEpisode 60: Personal Finance Is More Personal Than It Is FinanceWelcome back to What Works Wednesday! Today, I’m sharing why personal finance is more personal than just numbers. In my work with LLCs and other closely held businesses, I focus on how life’s transitions—like moving homes, starting a family, or managing aging parents—impact financial decisions. These personal moments shape our financial strategies and the freedom entrepreneurship offers. Let’s dive into how connecting with these personal aspects can enhance our financial planning.2024-08-0713 min

Self-Employment Success PodcastEpisode 59: Building Community Around Bread Day W/Daniel ShearMy guest on today’s podcast is Daniel Shear. Daniel and his wife are the founders of Seasons Yield Farm, a Bakery & Farm in the Heart of the Shenandoah Valley of Virginia that offers organic, wood-fired, wild-leavened sourdough breads and pastries, whose mission is to connect their community with nourishing products, wonderful people, and the crafts of talented local artisans. In this episode Daniel shares his journey from being in special operations in the army to making a stark transition and moving to rural America to start a farm with his wife, after making the decision to be mo...2024-07-2454 min

Self-Employment Success PodcastEpisode 58: Passive Income Is Not As Passive As You ThinkWelcome to this week's What Works Wednesday! Today, we're diving into passive income. Despite the hype, there's a lot to unpack about what it truly means. We'll explore the definitions, pros and cons, and the differences between passive and active income. From real estate rentals to selling courses, we'll clarify misconceptions and highlight the real work involved. Join us to understand how passive income can fit into your financial strategy.2024-07-1712 min

Self-Employment Success PodcastEpisode 57: Aligning Incentives With Your Real Estate Agent W/ Nic JohnsonMy guest on today’s podcast is Nic Johnson. Nic is the founder of Listwise, a business designed to help home owners sell their home for the highest price possible, by creating incentive compensation for the real estate agent beyond the typical flat 3% model that has been in place for the last 100 years. They do this by aligning incentives, encouraging competition among agents, and therefore fostering a win win for both parties, because as the agent delivers more value, they make more money. In this episode we talk about value, because all businesses (especially service businesses) should be pa...2024-07-1047 min

Self-Employment Success PodcastEpisode 56: What Works Wednesday: The Three Ways Investments Make MoneyWelcome back to What Works Wednesday with your host, Leland Gross, and today we’re simplifying how investments make money.Investments typically generate returns in three ways:Dividends: Companies share profits with shareholders.Interest: Earned from lending money through bonds or savings accounts.Appreciation: Increase in the value of assets over time.Understanding these can help you make smarter investment choices and grow your wealth effectively. Tune in to learn more!2024-07-0311 min

Self-Employment Success PodcastEpisode 55: Roasting Coffee As A Way To Care For Yourself And Others W/ JB AndersonMy guest on today’s podcast is JB Anderson. JB is the founder of Taxus Street Coffee, a local coffee shop and roastery located in Chesapeake Virginia. In this episode JB shares his story of entrepreneurship. Straight out of high school he started working as a personal trainer. After moving to Chesapeake Virginia to start a job with a ministry called Young Life, JB lived with some guys who taught him that “not all coffee is made the same”. It was there that he fell in love with coffee and decided to purchase a coffee roaster and teach himsel...2024-06-2654 min

Self-Employment Success PodcastEpisode 54: What Works Wednesday: Building Generational Wealth, Three Ways To Save For Your Child’s FutureWelcome back to another episode of "What Works Wednesday" with your host, Leland Gross. This week, we're diving into a crucial topic for many parents: saving and planning for your kids' future. Whether it's college, trade school, or just ensuring they have a solid financial foundation, the options can be overwhelming. Leland breaks down three main methods to set up savings, highlighting the pros and cons of each and touches on tax implications and the importance of maximizing your investments. Tune in for practical tips and strategies to ensure a financially secure future for your children.2024-06-1915 min

Self-Employment Success PodcastEpisode 53: Vision, Legacy, and Photography W/ William LeatonWhat does financial planning and photography have in common? More than I thought before this episode. Welcome to the Self-Employment Success Podcast. My guest on today’s podcast is William Leaton. William is the founder of William Sumner Photography, a wedding photography business located in Virginia. What’s unique about William is that he is only 3 months into running his business full time. In this episode you can sense the freshness, vibrance, and vitality that William has for his business, along with his honesty in the challenges and what he is learning. William shares how he thinks about wedd...2024-06-1253 min

Self-Employment Success PodcastEpisode 52: What Works Wednesday: Three Tax Breaks In One, The Health Savings Account ExplainedWelcome to What Works Wednesday. Today, we're exploring health savings accounts (HSAs)—what they are, why they're important, how to qualify, and how to maximize their benefits. HSAs are powerful yet underutilized tools that offer triple tax advantages: tax-deductible contributions, tax-deferred growth, and tax-free withdrawals for medical expenses. Let's dive into how to make the most of your HSA.2024-05-2913 min

Self-Employment Success PodcastEpisode 51- Finding Success In Helping Others Foster Success W/ Hannah JohnsonMy guest on today’s podcast is Hannah Johnson. Hannah is the founder of Delightful Deliveries, a business providing personalized pop-by services to businesses trying to stay top of mind with their clients, prospects, and referral partners. In this episode Hannah shares her journey of Self-Employment. She started by helping her husband create and deliver pop-by’s and in doing so found that other services over charge to just drop off raw supplies that you then had to assemble and deliver yourself. She explains how that inspired her to do it differently and how after doing it well for...2024-05-2255 min

Self-Employment Success PodcastEpisode 50: What Works Wednesday: The 2.5 Things You Can Do With An Old 401kWelcome to What Works Wednesday! Today, we're tackling a common question: what to do with that old 401k or 403b from a previous job? Job-hopping is common, but managing old retirement accounts can be tricky. Join me as we explore your options and make the most of your savings. Let's dive in! 2024-05-2115 min

Self-Employment Success PodcastEpisode 49: Vision, Agency, And Purpose: Developing A Vision Statement For Your Life W/ Heather FischerMy guest on today’s podcast is Heather Fischer. Heather is a life and leadership coach and the founder of MTL Coaching. Heather helps individuals and couples foster growth and purpose in their life through helping them develop a life vision statement. In this episode Heather shares her story of working in HR and employee development and how seeing the incredible results of doing vision work in companies with their employees led her to begin doing it on the side for people in their personal lives. She shares how that took off, realizing there is a need because fo...2024-05-0845 min

Self-Employment Success PodcastEpisode 48: What Works Wednesday: Tax Preparation Vs. Tax PlanningWelcome to What Works Wednesday! Last time, we talked about the crucial difference between tax preparers and tax planners. Tax planning isn't just for tax season—it's a year-round necessity, especially for self-employed professionals. Tax preparers focus on the past, while tax planners look ahead to minimize liabilities and align with long-term goals. Join us as we explore this vital topic further, empowering you to make informed financial decisions.2024-05-0110 min

Self-Employment Success PodcastEpisode 47: The Pursuit of Continuous Improvement with TJ Van GervenMy guest on today’s podcast is TJ Van Gerven. TJ is the founder of Modern Wealth Builders, a financial planning and wealth management firm for high-earning millennial couples. In this episode TJ shares his story of entrepreneurship from starting off in a corporate setting to taking the leap of starting his own firm in the hopes of providing deeper value to the people he serves, at a lower cost, while still being able to provide a great living for himself. He discusses how he made some moves that weren’t the “right financial planning” move, but were the righ...2024-04-2443 min

Self-Employment Success PodcastEpisode 46: What Works Wednesday: Things You Can STILL Do To Lower Last Year’s TaxesWelcome to What Works Wednesday! Today, we're sharing last-minute tax tips for self-employed professionals. Learn how to leverage the tax code's incentives, plan strategically, and organize your finances effectively. Plus, discover the power of contributing to a self-employed retirement account before the filing deadline. Tune in for actionable strategies to optimize your taxes and secure your financial future, even in the final stretch of tax season.2024-04-1011 min

Self-Employment Success PodcastEpisode 45- Establishing A Firm Foundation In Your Business With Zach CarlinMy guest on today’s podcast is Zach Carlin. Zach is the owner of Summit Chasers Network, a business designed to help businesses lay the groundwork for enduring success, both personally and professionally. In this episode we talk about their SUMMIT system which stands for Start with you, Unify your team on a collective vision, Map your path, Make a clock, Increase talent density, and Time to scale. In this episode we talk in length about the importance of starting with working on your own growth, especially when you are a founder and leader. We discuss victim mindsets, an...2024-04-0346 min

Self-Employment Success PodcastEpisode 43: Inside Experts: Multi Family Real Estate Investing W/ Evan CurtisMy guest on today’s podcast is Evan Curtis. Evan is the Executive Director of Investments at Vanamor Investments, a real estate investment company that acquires middle market multifamily properties that are in need of rehabilitation with a long term investment horizon to obtain consistent cash flow and strong annual returns for their investors. In this episode Curtis shares his story from working at PIMCO in their fixed income and real estate investment business, to transitioning to working in multi-family real estate investing in a large corporate environment, to eventually making the jump to start Vanamor with its fo...2024-03-2843 min

Self-Employment Success PodcastEpisode 44 What Works Wednesday: The Four Ways Money Passes After DeathWelcome to What Works Wednesday! Today, we're tackling estate planning and what happens to your money after you're gone. This episode breaks down the four primary ways money passes after death. From avoiding the risks of intestacy to ensuring your loved ones are cared for, Leland provides actionable insights to empower listeners. Join us as we confront the uncomfortable yet essential conversation about death and financial planning. Tune in now to start securing your family's future.2024-03-2714 min

Self-Employment Success PodcastEpisode 42: What Works Wednesday: Breaking Down Credit and Credit ScoresWelcome to this weeks “What Works Wednesday” episode as Leland tackles credit scores—essential for financial success. Join us as we decode their significance, unravel how they're calculated, and empower you to take control of your financial future. Tune in to What Works Wednesday and embark on a journey towards financial empowerment.2024-03-1314 min

Self-Employment Success PodcastEpisode 41: Boosting Your Financial IQ W/ Steve CoughranMy guest on today’s podcast is Steve Coughran. Steve is the founder or Coltivar and Boosting Your Financial IQ. Coltivar is a business consulting and CFO service company that helps business owners get strategic and financial support to grow, turnaround, or sell their businesses. Boosting Your Financial IQ is a course and community that empowers people worldwide with the knowledge and skills to enhance their financial IQ, thereby fostering a global community of financially free individuals, by teaching principles of finance and strategic thinking. What’s unique about Steve is his vulnerable authenticity in his leadership. He lead...2024-03-0651 min

Self-Employment Success PodcastEpisode 40: What Works Wednesday: Progressive Tax System: Quarterly Payments and Effective Tax BracketsWelcome to this week's "What Works Wednesday" with Leland Gross. Today, amidst tax season, we're delving into the intricate world of taxes. Join us as we unravel the progressive tax system, exploring the importance of ongoing quarterly payments and the nuanced differences between marginal and effective tax rates. Discover why working with tax professionals is crucial for navigating this complex terrain and gain valuable insights to empower your financial journey. Tune in for a deeper understanding and unlock the path to financial clarity.Links:PeaceLink Financial Planning LLC 2024-02-2812 min

Self-Employment Success PodcastEpisode 39: Creating intentional space and interactions that deeply connect women to each other and to their most-whole selves w/ Bailey FeldmanWelcome to the 39th episode of the Self-Employment Success Podcast. My guest on today’s podcast is Bailey Feldman. Bailey is the founder of Fount and Flourish, a business whose mission is to redefine the female experience through a combination of their two pillars: Fount and Flourish. Through Fount they gather at events and their dedicated coworking space to build connections, share stories and skills, and enjoy and embrace the community of women. And through Flourish they grow through a combination of leadership training, consulting, and coaching that supports the development of a path forward towards a purpose dr...2024-02-2156 min

Self-Employment Success PodcastEpisode 38: What Works Wednesday: Avalanches or Snowballs? Navigating Debt And Priorities Around Saving Vs Debt PayoffWelcome to this week's "What Works Wednesday" episode as Leland delves into the intricacies of debt management. Join us as we explore efficient repayment strategies, including the debt avalanche and debt snowball methods. Then, discover how to make informed decisions about allocating extra funds between debt repayment and investments. Don't miss out on this insightful discussion that could reshape your financial future. Tune in and take the first step towards financial freedom.Links:PeaceLink Financial Planning LLC 2024-02-1415 min

Self-Employment Success PodcastEpisode 37: Empowering Women Through Holistic Health with Jenna EpperlyWelcome to the 37th episode of the Self-Employment Success Podcast. My guest on today’s podcast is Jenna Epperly. Jenna is the founder of Jeneppfit, a personal training business for women in all stages of their life and body, that focuses not on before and after photos, or extreme all consuming strategies, but rather focuses on stewarding their bodies, honoring and cherishing them, so they can break free from body shame and diet culture, and embrace the truth that our bodies are good bodies in all phases of the journey. In this episode Jenna shares her story of becoming a...2024-02-0741 min

Portfolio Pulse: The Money Podcast for Medical Professionals & EntrepreneursEp. 080 - Servant Leadership In Financial Planning - Leland Gross, CFP of PeaceLink Financial We all want to experience a feeling of confidence and abundance in our lives, and usually that's tied to our finances and our aspirational goals. Whether that's through your business ownership, family-life, or charitable work, defining a greater sense of clarity and security can help us move forward with financial balance in our world. Meet Leland Gross, CFP, owner of PeaceLink Financial Planning. We had a great conversation about what it means to be an excellent financial advisor and planner for our clients, our similarities in our perspectives around financial planning, and how we understand the...2024-02-0643 min

Self-Employment Success PodcastEpisode 36: What Works Wednesday: The Three Bucket SystemWelcome to this weeks “What Works Wednesday” episode as Leland discusses the Three-Bucket Account Structuring System. We dive into the short-term, middle-term, and long-term bucket system to understand how each can play a unique and pivotal role in optimizing your finances. Don't miss the chance to embrace this valuable tool, guiding you towards not just financial soundness but also a purpose-driven life where every dollar serves its intended purpose, grows efficiently, and contributes to your overall well-being. Tune in and embark on a journey to unlock true financial freedom.Links:PeaceLink Financial Planning LLC 2024-01-3113 min

Self-Employment Success PodcastEpisode 35: Taking Control Of Your Life Through Entrepreneurship and Franchising W/ Wes BarefootWelcome to the 35th episode of the Self-Employment Success Podcast. My guest on today’s podcast is Wes Barefoot. Wes is the founder of Path to Freedom, a business that helps people find freedom and take control of their lives through business ownership, specifically franchise ownership. Wes walks people through a tailored process to help them figure out what they truly want out of their life and career, and then matches them and walks with them through finding the right business that would allow them to experience that. In today’s episode we talk about franchise and business ownership. We d...2024-01-1858 min

Self-Employment Success PodcastEpisode 34: What Works Wednesday: Using Net Worth As A Tool and Indicator of Financial HealthWelcome back to another episode of The Self-Employment Success Podcast. In today's What Works Wednesday installment, our host, Leland Gross, explores a crucial and often overlooked aspect of personal finances – your net worth. Join us as we unravel the significance of tracking your net worth, understanding its calculation, and how it serves as a vital metric for making informed financial decisions.PeaceLink Financial Planning LLC 2024-01-1709 min

Self-Employment Success PodcastEpisode 33: Creating Lasting Impact By Helping People Better Their Lives Through Franchise Ownership W/ John HewittWelcome back to the Self-Employment Success Podcast. My guest on today’s podcast is John Hewitt. John is the founder and owner of Loyalty Brands, a company that developed a business system that drives customer loyalty, repeat business, and financial stability for franchise owners. In John’s words the Loyalty Brand family of companies help build happy, successful, franchisees. You may recognize John’s name though from his previous business ventures including Jackson Hewitt Tax Services and Liberty Tax. John founded both of those companies, which are two of the most successful franchise businesses in the country, with locations in alm...2024-01-1042 min

YAC Sports PodcastEpisode 276This week the guys dive into boys and girls basketball with district play about to start. Joe and Leland talk about the CFP and a little NFL before recapping their holidays and shows they've watched. 2024-01-041h 43

Self-Employment Success PodcastEpisode 32: What Works Wednesday: New Years Resolutions: What is Your Why?In the 7th installment of What Works Wednesday episode, our host Leland Gross delves into the intricacies of goal setting in finances and business. Exploring the pitfalls of generic resolutions, he emphasizes the importance of understanding the 'why' behind your goals. By drilling down to the core motivations, Leland guides listeners on creating realistic, sustainable, and meaningful objectives. Learn how to transform vague financial aspirations into a concrete plan, complete with actionable steps and milestones. Tune in for valuable insights on building a life of financial abundance and prosperity. Links:PeaceLink Financial Planning LLChttps://peacelinkfp.com/2024-01-0313 min

Self-Employment Success PodcastEpisode 31: Building Your Business To Sell W/ Steven HuskeyWelcome to the 31st episode of the Self-Employment Success Podcast. My guest on today’s podcast is Steven Huskey. Steven is the founder of Huskey Financial, an independent financial planning firm, as well as Blue Water Dental Advisors, another financial planning firm designed to help Dentists in all stages of their business. Steven is also the host of the Portfolio Pulse Podcast: The Money Podcast for Medical Professionals & Entrepreneurs. In this conversation, Steven shares how to build your business to sell, and how to treat your business as an asset. Steven shares the three options of how to exit or...2023-12-2743 min

Self-Employment Success PodcastEpisode 30: What Works Wednesday: Reverse Budgeting: The 50/30/20 Cash Flow Freedom PlanJoin host Leland Gross on our 6th episode of "What Works Wednesday" as he introduces a game-changing approach to cash flow planning – the 50-30-20 method. Say goodbye to restrictive budgeting and embrace a plan that prioritizes abundance, automation, and financial clarity.Learn how to keep fixed expenses under 50%, and enjoy a flexible 30% for discretionary spending, and automate your savings at 20% of your income! This episode unveils a practical and liberating cash flow plan, providing a clear roadmap to financial freedom. Take charge of your finances and build the life you desire. Prosper with the 50-30-20 cash fl...2023-12-2012 min

Self-Employment Success PodcastEpisode 29: Relationships, Vitality, Profound Spirituality, and The True Keys To Success W/Mark YeggeWelcome to the 29th episode of the Self-Employment Success Podcast. My guest on today’s podcast is Mark Yegge. Mark is the founder of Light Circle, an exclusive mastermind community dedicated to illuminating lives and fostering deep connections among growth-minded individuals. Light Circle is a space where people come together to cultivate personal growth, abundant living, and a sense of profound spirituality, through its foundational principles of Pure Relationships, Youthful Health, Magical Self-Connection, Balanced Abundance, Fulfilling Travel, and Profound Spirituality. In this episode Mark explains how he began his journey of understanding the intricacies of both wealth and personal de...2023-12-1344 min

Self-Employment Success PodcastEpisode 28: What Works Wednesday: Year End Giving: How To Give And Get The Best Bang For Your BuckWelcome to another episode of What Works Wednesday with Leland! In this insightful podcast, Leland shares valuable tips and tricks to optimize your finances and build the life you desire. As December marks the charitable giving season, Leland delves into strategic ways to make your donations count. Learn about the benefits of donor-advised funds, donating appreciated investments, and utilizing qualified charitable distributions from IRAs or 401ks. Discover how these tactics not only maximize the impact of your giving but also provide unique financial advantages. Tune in and gain the knowledge to navigate the world of charitable giving while optimizing...2023-12-0611 min

Self-Employment Success PodcastEpisode 27: From Veteran To Entrepreneur Serving Veterans W/ Nic StevensWelcome to the 27th episode of the Self-Employment Success Podcast. My guest on today’s podcast is Nic Stevens. Nic is the owner of Atlas, a recruiting company designed to help connect valuable companies to the military community as they transition out of the military. They work with veterans and their spouses to craft a path forward by helping them discover options out there that might be beyond what they have envisioned for themselves, whether that be a job, education, connection, etc. What’s unique about Nic is that he himself was a military veteran who worked with a recr...2023-11-2940 min

Self-Employment Success PodcastEpisode 26: What Works Wednesday: LLC Taxed As An S CorpIn today's episode of "What Works Wednesday," we tackle the often-misunderstood realm of tax options for LLCs. Contrary to common belief, an LLC is not inherently tied to a specific tax status; rather, it offers flexibility in how it can be taxed. In this installment, we shed light on a savvy strategy—opting for S-Corporation taxation within your LLC—to unlock potential tax savings. While default LLC taxation involves a pass-through structure, where profits and losses flow to individual tax returns, electing S-Corporation status allows for a more nuanced approach. By receiving a portion of income as a sala...2023-11-2211 min

Self-Employment Success PodcastEpisode 25: Inside Experts: All Things LLCs W/ Joel AnkneyWelcome to the 25th episode of the Self-Employment Success Podcast. I am excited to welcome back Joel Ankney to the podcast. Joel is the founder of Ankney Law- a successful law firm specializing in helping entrepreneurs buy and sell businesses, as well as commercial real estate transactions and small business support. He joined us back in episode 13 to share his success story and how he got to where he is today. Today I welcome him back to the podcast as an inside expert to discuss all things LLCs. In this episode we talk about the common questions and misconceptions...2023-11-1546 min

Self-Employment Success PodcastEpisode 24: What Works Wednesday: Retirement Planning For Self Employed ProfessionalIn today’s episode of What Works Wednesday I discuss how to successfully prepare for retirement as a self-employed professional. I go over three retirement vehicles that can be utilized when saving for retirement: a SEP IRA, Simple IRA, and Solo 401(k). Giving yourself the freedom to retire whenever you want is something that all Self-Employed professionals desire and utilizing the right tools and retirement accounts is a great way to do that. Tune in for valuable insights on effectively structuring your retirement savings on this self-employed journey. Join us for the third installment of "What Works Wednesday" and le...2023-11-0812 min

Self-Employment Success PodcastEpisode 23: Fostering An Intentional Foundation In Your Business W/ Amber HamiltonWelcome to the 23rd episode of the Self-Employment Success Podcast. My guest on today’s podcast is Amber Hamilton. Amber is the owner of INTEN, a sales and branding company that helps start-up business owners create an intentional foundation in their business, to allow them to grow and scale effectively. Amber helps entrepreneurs create practical steps to get their businesses off the ground and foster real sales and growth. In this episode, Amber talks about her career path and how Covid impacted that path after going back to work full time after years of being a stay at home mo...2023-11-011h 01

Self-Employment Success PodcastEpisode 22: What Works Wednesday: Your Business Finances Are Not Your Personal FinancesIn the 22nd episode of our Self-Employment Success podcast, and the second segment of What Works Wednesday, we dive into the crucial topic of keeping personal and business finances separate. Host Leland discusses the vital role this separation plays in simplifying your life year-round, especially when tax season comes. By segregating your finances and channeling funds into dedicated business accounts, each bearing a unique Employer Identification Number (EIN), you not only streamline your financial processes but also bolster your protection against potential legal issues and financial threats. Tune in for valuable insights on effectively structuring your self-employed journey. Join...2023-10-2507 min

Self-Employment Success PodcastEpisode 21: The Self-Employed Life W/ Jeffrey ShawWelcome to the 21st episode of the Self-Employment Success Podcast. My guest on today’s podcast is Jeffrey Shaw. Jeffrey is an authority and advocate for self-employed business owners, valued for his actionable and “in the trenches” approach to achieving business and life success. Something that is unique about Jeffrey is that he has NEVER had a conventional job. His entire life has been self-employed. He started by selling eggs door-to-door at 14 years old. In his twenties, he built a portrait photography business and became one of the most sought-after portrait photographers for affluent families in the U.S. for mo...2023-10-181h 01

Self-Employment Success PodcastEpisode 20: What Works Wednesday: An LLC Is NOT A Tax StatusWelcome to the 20th episode of the Self-Employment Success Podcast. In this first installment of What Works Wednesday Leland delves into LLCs and some common misconceptions about them, specifically the misconception that an LLC is a tax status. If you are a self-employed professional and navigating the world of LLC’s and taxes, this episode will give you incredibly valuable education and insights that you can take with you. So with that introduction here is the first installment of What Works Wednesday with your host Leland Gross 2023-10-1108 min

Self-Employment Success PodcastEpisode 19: Keys To A Successful Business Launch W/ Executive Business Coach Arlene MossWelcome to the 19th episode of the Self-Employment Success Podcast. Boy do I have an episode for you! My guest on today’s podcast is Arlene Moss. Arlene is the Executive Business Coach at XY Planning Network, a business that supports the community of fee for service financial planners and entrepreneurs, by providing invaluable resources like technology, coaching, systems, processes, and most importantly community to over 1700 advisors- myself included! Arlene has an extensive background in coaching entrepreneurs in solo to small boutique businesses, and joins me today to share some of the keys to success she has seen in...2023-10-0453 min

Self-Employment Success PodcastEpisode 18: Building A Balanced Life W/ Curtis LittleMy guest on today’s podcast is Curtis Little. Curtis is the co-owner and partner of Mount Oak Capital, a prominent real estate development and investment company located in Charleston, South Carolina, that primarily works in the underwriting and development of real estate for national brand restaurants like Starbucks, or Chick-fil-A. In this episode, Curtis explains how, in the vast world of real estate, he found his way into the niche of commercial restaurant development. From starting in the DC area selling office building spaces to working in high street retail on King Street in downtown Charleston, to fi...2023-09-2044 min

Self-Employment Success PodcastEpisode 17: From Unfulfilled Dreams To Living Your Dream Life W/ Molly Rose SpeedWelcome to the 17th episode of the Self-Employment Success Podcast. My guest on today’s podcast is Molly Rose Speed. Molly Rose is the owner and founder of Virtual Assistant Academy and Virtual Assistant Management, two companies created to train and place high quality, professional virtual assistants with business owners looking to make a hire. What is unique to Molly Rose is that she is both a small business owner and a virtual assistant herself, so she truly has the knowledge and experience to train VA’s in a way that can provide massive value to the employer, whil...2023-09-0637 min

Self-Employment Success PodcastEpisode 16 - Courage, Contentment, And Many Forms Of Excellence W/Mallorie TerranovaMy guest on today’s podcast is Mallorie Terranova. Mallorie is the owner of Jars Of Dust, a pottery manufacturing studio located in Virginia Beach. What is unique about Mallorie is her bravery and “stubborness” to follow her dreams amidst the messaging that “artists cannot make money” and “You will lose your love for it if you make it a business”. In this episode Mallorie details her story of falling in love with the process of making clay and pottery, how she learned that she is not built to be an employee through an experience working in a pottery studio...2023-08-2356 min

Behind The AdvisorEp #367: How Resilience and Community Paved a Path to Success With Leland GrossWe often hear how the network of support and connection that XYPN offers is a strong component of success. In today's episode, we learn that for our guest, Leland Gross, CFP®, the founder of PeaceLink Financial Planning, "community" wasn't just a benefit, it was essential after a life-changing event pulled his focus from building his business. In September 2021, Leland launched his firm and discovered that same month that his wife was pregnant! Three months later, they received the devastating news that their baby would need open heart surgery just after birth. Leland shares how his XYPN study g...2023-08-0951 min

Self-Employment Success PodcastEpisode 15 - Continually Remaining Flexible & Learning W/ Doug and Polly WhiteMy guests on today’s podcast are Doug and Polly White, the owners of Gather Coworking Space, a regional coworking business that offers incredible office space for everyone from individuals to large teams across Virginia. What is unique about Doug and Polly is the story of how they came to run Gather- from both losing their separate jobs in 2008, to starting their own consulting firm for small businesses, and then creating business space for small businesses. In this episode we talk about flexibility and learning. They had to pivot their marketing of their consulting business after 4 months, 250 prospect me...2023-08-0956 min

Self-Employment Success PodcastEpisode 14 - When "One Day" Comes Sooner Than Expected w/ Buddy PowersMy guest on today’s podcast is Buddy Powers. Buddy and his wife Jill are the owners of Big Spring Farm. What’s unique about Buddy is that he doesn’t just own one business. Big Spring is not just a farm, but a farm, a wedding venue, a neighborhood, and a micro-resort! And on top of all of that they own a wedding photography business as well. In this episode Buddy shares his story in depth from growing up in the suburbs where farming was nonexistent, to growing a desire for farming, which led to having his own we...2023-07-2657 min

Self-Employment Success PodcastEpisode 13 - The Honest Truth About The Highs & Lows Of Running A Business w/ Joel AnkneyMy guest on today’s podcast is Joel Ankney. Joel is the founder of Ankney Law- a successful law firm specializing in helping entrepreneurs buy and sell businesses, as well as commercial real estate transactions and small business support. What is unique about Joel is that he was elected Top Attorney in Coastal Virginia and even his peers selected him as a Virginia Legal Elite attorney multiple times. What is even more impressive though is his humility and honesty in this conversation as he discusses his highs and lows including anticipatory anxiety that comes from running a business ev...2023-07-1247 min

Self-Employment Success PodcastEpisode 12 - Defining Success MashupSo for today’s episode we are going to do things a little differently. We have had 10 guests come on the podcast so far. They have gotten very real in sharing their stories of entrepreneurship- what they do, why their passionate about it, how they got started, what’s worked, what’s been hard, and how they define success. And that is what this podcast is about. This is a podcast about success and how we define it, and what we do to achieve it. So in today’s episode we are going to listen back at how each gue...2023-06-2831 min

Self-Employment Success PodcastEpisode 11 - Building Business One "Next Best Step" At A Time W/ Julia WoodsMy guest on today’s podcast is Julia Woods. Julia is the owner and founder of Beautiful Outcome, a transformational coaching business that specializes in helping couples communicate in a way that allows them to know and be known by one another so they can partner to build the life they ultimately desire. What’s unique about Julia is the story of how she came to building this business. In this episode Julia speaks to how she herself went through a season of realizing she was not happy with where her life was and where it was going. How...2023-06-1438 min

Self-Employment Success PodcastEpisode 10 - From Phone Calls Going Out, To Pouring In w/ Broc BucklesMy guest on today’s podcast is Broc Buckles. Broc is the co-founder and co-owner of BC- Brokerage- an independent insurance brokerage firm based out of indianapolis indiana, providing life insurance, as well as disability, long term care, and annuities to clients. What’s unique about BC-Brokerage is that they don’t market direct to consumer like most insurance agencies. Instead they have chosen to work directly with fee-only financial planners like myself to serve our clients and solve a very specific pain point in the fee-only space which is how to provide insurance solutions to clients when we are...2023-05-2635 min

Self-Employment Success PodcastEpisode 9 - Navigating Burnout w/ Emily Brown Levis, LMFT I have a very special guest on today’s episode, my sister-in-law and dear friend Emily Brown Levis. Emily owns her own therapy practice operating as a couples therapist and a supervisor for other therapists starting off in their careers. What is unique about Emily is how she left a flourishing practice she had with a business partner in Northern Virginia to move to a new city to marry her husband, and in doing so had to restart her business from scratch. Living in a new city, with a new husband, and starting her bus...2023-05-1747 min

Self-Employment Success PodcastEpisode 8 - Building Your Brand Experience Through Play & Exploration W/ Wills FrancisMy guest on today’s podcast is Wills Francis. Wills is the founder and partner of Former Colleagues, a comprehensive and immersive multi-disciplinary brand experience, communication, and idea practice that partners with ambitious, established brands that want to explore ideas and creative concepts outside of their status quo. What’s unique about Wills is his innate desire and need to engage the creative aspects of his identity. In today’s episode Wills talks about his experience working in a job, not utilizing his creativity to its full potential, and how it was beginning to slowly dull his soul. He tal...2023-05-0358 min