Monday, December 31, 2018

Dan Lok Passive Income High Ticket Sales Genius Show 078


Dan Lok passive income high ticket sales genius is known as the millionaire mentor.Dan, is a best selling author, TEDx opening speaker, marketing and sales genius.  Dan Lok is a Chinese-Canadian business tycoon and worldwide educator. Dan leads a international learning system that spans across more than 120+ countries.  Dan has literally taught millions of people helping them develop high-income skills, builds your financial confidence and master unlock true financial confidence and master your money destiny. Beyond his success in business, And the host of The Dan Lok Show – a series featuring billionaire tycoons and millionaire entrepreneurs. Today, Mr. Lok continues to be featured in hundreds of media channels and publications every year and is widely seen as one of the top business leaders by millions around the world.

Dan's website
Unlock It and FU Money - Dan's Two Top Business Books
- Dan’s small business resource
Shoulders of  Titans and High Ticket Sales Secrets- Dan's podcasts Audible - Get a FREE Audiobook & 30 day trial if you’re not currently a member!
VirtualCash, Inc. - Learn how to create your financial plan one step at a time!★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★ Podcast: http://thedanlokshow.danlok.linkInstagram: http://instagram.danlok.linkYouTube: http://youtube.danlok.link Linkedin: http://mylinkedin.danlok.link

Listen Up Show Notes
Base your business pricing not on time but results.  Dan loves Bruce Lee and the quote from Bruce Lee. “Simplicity is the ultimate sophistication.”

  1. Your pricing should be based on the results you can provide, not by the hours you spend working on the project.
  2. Do your due diligence and research before deciding to partner up.
  3. Build the right audience for your business 

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Sunday, September 9, 2018

Financial Planner Josh Scandlen Founder Heritage Wealth Planning Show 077


Josh Scandlen is a Financial Planner and founder of Heritage Wealth Planning a comprehensive financial planning firm located in Georgia. In March of 2018, Josh left USAA after working there for 10 years then worked for a few smaller companies and early this year left being a w-2 employee to start his own financial planning firm and has a successful youtube channel helping people with tax planning, retirement planning, estate planning, and everything finance. He started his financial services career at Vanguard in the late 90's.

Although Josh does not manage money any money he still registered as an investment advisor which is an extra cost and can to some be a regulatory hurdle that others would not want to go through.

With four kids and his wife at home, how was he going to pay the bills to find the extra money while building up his business? In starting a business you must have money to start up a business and he used a distribution in his 401(k) and paid the 10% penalty.

Has always engaged with the public with doing seminars and tried to demystify the financial planning, estate planning experience. He had an epiphany why do seminars in front of 15 locally when he can do youtube videos in front of potentially thousands and now gets a lot of clients directly from doing his youtube channel.

Josh says the top three things the people, couples make is not understanding the tax code. He says that investment management is not financial planning. If married filing jointly just don't plan for today but think about the tax bomb in your retirement plan. He says you will not always be married filing jointly. You must think about Medicare premiums tax on social security vs did I beat the market?
Not having a durable power of attorney it survives incapacity so a big qualified plan your individual plan and spouse no right to it so if your spouse needs access court order vs durability of power of attorney.
Don't focus so much on active investment management use Jack Bogle Vanguard philosophy.

Josh recommends a financial planning tool called Maximize My Social Security founder Laurence Kotlikoff Professor of Economics, Boston University and President of Economic Security Planning, Inc. This resource only costs individuals or families $40 bucks per year.

Trump's executive order on Required Minimum Distributions for all retirement assets. Increase tables for RMD's at 70 1/2 you are forced to take out an amount divided by 27.4. Maybe what should be done is a redo of these tables so instead push them back to 75 as people are living longer and maybe increase what you divide. Deferring taxes is not eliminating taxes so at some point someone is going to pay it merely kicking the can down the road.

Josh has written several books that you should check out:


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Wednesday, August 29, 2018

Financial Entrepreneur Anthony Thomson Bank Founder UK Metro Atom AU 86 400 Show 076


Financial Entrepreneur Anthony Thomson Bank Founder UK Metro Atom AU 86 400. Anthony Thomson, Founder of three banks two in the UK Metro Bank and Atom Bank and most recently Australia 86 400 Neobank.


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Sunday, August 5, 2018

Dennis Shields YieldStreet Esquire Bank LawCash Founder Show 075


Dennis Shields is the founder of YieldStreet, Esquire Bank, and LawCash.

YieldStreet is an alternative investment platform for retail investors.

Esquire Bank is the largest litigation funding company in the US.

LawCash was started in 2000 to help fund settlements.

Ron Suber is on YieldStreets Advisory Board.

Dennis is also an author, Broadway producer, actor and has appeared on the hit TV show Real House of New York #RHONY

We also talk about Bethenny Frankel, Michael Cohen, living in Trump Tower and meeting President Trump.


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Saturday, July 14, 2018

Regtech Checkbox Startup Success in Fintech Evan Wong Show 074


Regtech meets fintech with this startup success in the industry.

Evan Wong is the founder of Checkbox a regtech Australian startup in the fintech industry.

Checkbox is a technology company that is a disruptor in regulation compliance industry that helps professionals and firms in the legal, banking and tax industry’s but the technology can also be used in other industries.

According to Smartcompany Australian Checkbox just received 1.77 M in angel investing from Hong Kong and Singapore after two years of bootstrapping.

Connect with Evan on - > LinkedIn


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Australia Radio TV Host Nicole Cooper Banks Show 073


Australia Radio TV host

Nicole Cooper Banks is an Australian radio-TV host on HitFM 102.3 and HitFM 105.1

Nic hosts her own breakfast radio show on HITFM (Mid-North Coast for) Southern Cross Austereo,
Australian Media Co they own 84 radio stations and 21 commercial TV licenses serving over 7 million Aussie's Australia's largest and most listened to radio network

She is also an actress, does commercials, print ads and is an award-winning presenter (national TV network).

 

Connect with her on - > LinkedIn


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Sunday, July 1, 2018

FreshMerge Marketing Software Fresh Finance CEO Teresa Leno Show 072


FreshMerge Marketing Software Fresh Finance CEO Teresa Leno.  FreshMerge is marketing software for large sales team groups that are managed by various marketing departments to produce industry-specific content. The freshMerge software provides a dynamic newsletter, PDF print copy, and social media posting to LinkedIn and Facebook of each article automatically upon publishing for each of your sales team members branded to them and your company. Software managed by content writers, graphic designers. The company helps with message marketing automation for your sales team. The software is great for any industry that wants to help their sales teams grow their business and connect with their clients! freshMerge is a solution for social selling that benefits all company employees by giving them access to a particular industry content to help those company’s position themselves as experts in their particular industry by sharing content related to a given company.
http://www.freshmerge.com/

https://www.linkedin.com/in/teresa-leno-13b51790/


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