Richer Soul: Life Beyond Money. You Got Rich Now What? Focus On Freedom, Abundance, Financial Security, Early Retirement, We

Real Estate Investing   Take away: The power of thinking big and being part of groups that propel your forward and hold you accountable. Live below your means and create a system for your money.   Money Learnings: Jordan grew up watching one parent spend and the other save. He started saving when he was young and turned it into a game.   School didn’t teach him about money   Bio: Jordan is a Realtor and Investor who specializes in helping home buyers or investors build wealth through Real Estate. He believes that Real Estate is the easiest and fastest way for anyone to build real wealth and have more freedom in their life. Through simple strategies like house hacking, Airbnb, live-in flips and buy and hold rentals. If you want to learn how to purchase a home that is a true asset or want to learn more about how to make an intelligent home purchase that sets you up for future wealth give him a call!   Highlights from this episode: Link to episode page   Jordan’s story about earning money from a very young ag

Take away: Focus on what you want and not on what you don't want. Write down your goals!   Action step: Set your goals.   Money Learnings: Rod Khlief learned a lot about money from his mother.   Bio: Rod Khleif is a multiple business owner and philanthropist who is passionate about real estate, business, and giving back. As one of the country's top business, real estate and peak performance luminaries, Rod has owned over 2000 homes and apartment buildings and has built over 24 businesses in his 40 year business career several which have been worth tens of millions of dollars.    Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success. Khleif's experience involves both remarkable triumphs, and spectacular failures, which he affectionately calls "seminars:' Rod will explain the mindset required to recover from losing $50mm in the crash of 2008 to the success he enjoys today. Rod brings incredible authenticity and insight to his approach to real estate, business, s

Building a Business Around a Hobby   Take away: Mindset is everything. Until you can see a better future and have hope you will be stuck.   Money Learnings: Ozzy group up in Brooklyn during a time when it wasn't so nice. As a child, his outlook was bleak because of his surroundings. However, he always hustled and was making money. Life turned around for him when he moved to Virginia to start a new life.     Bio: Amad “Ozzy” Osman graduated from George Mason University with a BS in Biology. Ozzy went on to have a successful career in the Biotech Industry before retiring in 2017 at the age of 47 to focus on his hobby business Ozzy Boids breeding and selling rare constrictor snakes all around the World. Ozzy now spends his days running his hobby business and investing in real estate.   Highlights from this episode: Link to episode page   Growing up in Brooklyn during the late 70's and early 80's The mindset shifts that changed Amad's life Why GoBundance? His reptile business Walking away from a 6-figu

Living on Purpose Take away: Learn how to show up when you don’t want to   Action step: Always choose to be a better person    Money Learnings: Bew did not learn much about money until I didn’t have money.   Bio: Bew White lll, is Chairman of the  Board of Gabriella White and it’s  brands, Summer Classics, Gabby  and Wendy Jane.    In 2013 he was named Entrepreneur of  the Year by the Society of International  Business Fellows and in 2021 Bew  White received a Lifetime Achievement  Award from the International Casual  Furnishings Association.    He is also the subject of the well-received biography A  Summer Classic: The Bew White Story by  Christopher Taunton.   At just 28 years old, Mr. White left his job at his family-owned business,  Avondale Mills, and started a sales representative company in 1978 called  Vista Corporation, specializing in selling outdoor furniture. In 1987, Bew started multiple companies in an effort to expand from selling on the road to building a national brand. One of those companie

I Love Coaching   Take away: A coach can help you accomplish your goals much faster than you can alone.   Money Learnings: His family didn't teach about money and they created a scarcity mindset around money. As an adult he learned not to be afraid of money.   Bio: Adam has been a serial entrepreneur and a recruiting junkie for over two decades! From playing collegiate tennis, to owning his first business in his 20's, Adam recruited and built one of the most dynamic tennis club's in all of Beverly Hills CA. He later cut his real estate teeth in Los Angeles, with 6 and 7 figure flips. In his mid 30's, Adam transitioned to owning and running multiple Keller Williams Realty franchises. He later recruited and developed a leadership team (named The Coastal Vision Team) of 18 people that grew offices up and down the coast of South Carolina. Combined, this team led over 700 agents doing nearly $2 billion dollars in total sales. As Adam entered his late 30’s he developed a recruiting software and company that has now

Change from the Inside Out   Take away: The most important support that you can give at the beginning of any change is to listen to them.   Action step: Think of a change that you are currently involved in and start asking yourself how could I make it easier? How could it be more rewarding than costly? What can I do to normalize it?   Money Learnings: School taught her nothing about money, but her family taught her a lot.   Bio:  ERIKA ANDERSEN is the founding partner of Proteus International, coaching, consulting, and training firm that focuses on leader readiness. For over three decades, she’s served as a consultant and advisor to top executives at today’s leading organizations, including Amazon, Spotify, Charter/Spectrum, and the Yale School of Public Health. She’s the author of four bestselling books, including Growing Great Employees and Be Bad First; is a popular leadership blogger at Forbes.com; and is the host of The Proteus Leader Show, a business and leadership podcast globally ranked in the top 10

How to Retire at Age 29   Take away: Be comfortable being uncomfortable   Money Learnings: Calvin comes from an immigrant family. They believed in saving and following the traditional path. He did what he was supposed to and when he got his first job he questioned his life. School only taught him to spend money.     Bio: Calvin Chin got into real estate to find a path to buy back his time and energy. Over a 5 year period was able to go from grinding in a 9-5 corporate job to having the financial freedom to choose to be a full-time real estate investor and has built a portfolio of over 80+ units in just 5 years. He has scaled from owning single-family homes, to flipping, to Airbnbs, to moving money through the BRRRR (Buy Renovate Rent Refinance Repeat) Method, to small multi-family homes, and now Apartment commercial projects. He believes in helping people create wealth (getting time and energy back) so they can give that knowledge back to their community! If this speaks to you, he is excited to help with your

Think Big, Go Big   Take away: It takes dedication in knowing what you really want   Action step: Express gratitude with a thank you card   Money Learnings: Ramon doesn’t remember much about learning about money as a kid. He learned it as an adult after reading Profit First. He shares what he is doing differently for his kids.    Bio: Ramon Ray is an in-demand expert on small business success and founder of SmartHustle.com. He's has started four companies and sold two of them and is a four-time author.  Ramon's latest book is "Celebrity CEO", all about personal branding.   He's a global keynote speaker, event host and emcee, entrepreneur, and best-selling author.   Ramon inspires and educates thousands of business owners a year and works with leading brands to help them reach small businesses.   He's the founder of SmartHustle.com, Entrepreneur.com Contributor, and host of the popular podcast "Breakfast with Champions" Highlights from this episode: Link to episode page   Have a purposeful discussion in tea

Take away: Systems and automation make life easier. Money Learnings: Growing up Mike’s parents did not discuss money with him. Bio: Mike DeHann is the host of the Collecting Keys Real Estate Investing podcast. Mark started purchasing properties in 2018. He started seller marketing in 2020 and was shocked when call started rolling in. He soon lost his job and began focusing on real estate fulltime. He has done over 52 deals and built a fulltime staff to run the day to day of his business. Highlights from this episode: Link to episode page What brought Mike to GoBundance Mike talks about his parents concealing their wealth Mike's entry into his real estate investing business Mike kept track of inefficiencies and built a process Mike talks about his employees who are working virtually Giveaway collectingkeyspodcast.com Instagram @mike_invests Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and

Take away: Successful people like to surround themselves and be part of other people’s success.     Action step: Take a 90 day challenge to spend at least 10 mins a day learning about finances.   Money Learnings: Jerry’s parents were not very good with money so the things he learned about money are from his observations.   Bio: Jerry Fetta helps make finances simple, true, and applicable.  As the Founder and CEO of Wealth DynamX, a Financial Firm that helps thousands of clients across the U.S. build wealth, Jerry has a passion for providing financial education for families so they can become solvent and achieve greater financial freedom in life.   Jerry is married to his wife and business partner, Lexy, and together they have achieved Financial Independence in their own lives before the age of 30 and want to help as many families as they can to do the same!   Highlights from this episode: Link to episode page   Jerry shared his early life story and when he became homeless Growing the business to over 7-figur

Early Life Success    Take away: Understanding ourselves more deeply as a means to elevate our consciousness.   Money Learnings: William growing up learned most of what he knew about money through playing video games.    Bio: William Brown in 2016, at 16 years old attended a seminar and learned about real estate investing. He saw real estate as not only an access to financial freedom very early on, but also a way to build a bridge between the world in his head and the world beneath his feet. Armed with $30 to his name, a deep understanding of real estate built over a thousand hours of research, and a hunger to carve his own path, he dropped out of school from the College of William and Mary in 2018 and built a million dollar real estate investment business from scratch. He then founded an artificial intelligence startup named Titan X which is committed to building the world’s smoothest customer experiences through context-based natural language understanding technology. He plans to transform modern customer s

Take away: Become the master of yourself and the world is your oyster. Action step: Do the life and death exercise. Get a paper and in the front of your paper write Life and at the back write Death. Look back at your calendar and write down everything that brings you life and death. Money Learnings: Mike wanted to stretch his potential and he is fortunate to find people who helped him to learn about money. Definitely did not learn it from school even though his major in college is Business.   Bio: Mike Zeller is a business architect and entrepreneur mentor who helps professionals find their zone of genius and rewire their subconscious to fuel momentum toward their life’s purpose. He has mentored over three hundred high-level entrepreneurs from all over the world, helping add tens of millions in revenue to his clients. An entrepreneur himself, Mike has founded or partnered in over 20 ventures across multiple industries, including technology, real estate, digital marketing, and more. Learn more at www.mikezelle

Make Big Happen with Mark Moses   Take away: Write down your goals, show up and execute.   Money Learnings: What's going on at the time may not always be the same and could change. It's really about how you deal with the change when adversity strikes.   Bio: CEO Coaching International coaches CEOs on how to dramatically grow their revenues and profits; implement the most effective strategies; become better leaders; grow their people; build accountability systems and elevate their own performance. Mark has won Ernst & Young’s Entrepreneur of the Year award and the Blue Chip Enterprise award for overcoming adversity. His last company ranked as the #1 Fastest-Growing Company in Los Angeles, and #10 on the Inc. 500 list of fastest growing private companies in the U.S. CEO Coaching International has appeared in the Inc. 5000 list for the last seven consecutive years.   Mark has completed 12 full-distance lronman Triathlons, including the Hawaii lronman World Championship five times. He also won the U.S. Nation

Take away: Believe in abundance.   Action step: Pick up the phone and call the loved one/relative/best friend that you haven't spoken to in a long time and be the enlightened person to reach out and rebuild the relationship.   Money Learnings: The school system does not teach about money literacy, maybe it was on purpose.   Bio: Jeffrey A. Martinovich is a First Gulf War Veteran, MBA, and CEO of JAM Accelerator, LLC, a business consulting and incubation firm.  Previously, Jeff was Founder and CEO of MICG Investment Management, a billion-dollar wealth management firm. After the 2008 Financial Crisis, Jeff rejected three government plea offers, resulting in a 14-year prison sentence. Yet the Fourth Circuit Court of Appeals reversed twice, two U.S. District Court Judges were removed, and after nearly 7 years, he was released to home confinement in May 2020 to begin rebuilding his life. His book is Just One More: The Wisdom of Bob Vukovich.   Highlights from this episode: Link to episode page.   Jeffrey talks ab

Take away: We all have our natural gifts and will eventually find that right connection to the world where it gets appreciated.   Money Learnings: He did not learn much about money except to be very careful with it.    Bio: Mark Hentemann is an Emmy-nominated writer/producer/voice actor in television, and an original writer on the show “Family Guy”.  He has run Family Guy, created shows for Fox and MTV, written for David Letterman and major studio feature films.   After struggling as a starving artist, Mark used his first script payments in 1999 to buy a duplex in Los Angeles as a hedge against the uncertainties of an entertainment career. Real estate became a passionate side-hustle, and since then, Mark has built a $150 million multifamily portfolio alongside his writing career, and founded Quantum Capital, which syndicates in Austin, TX, Los Angeles, Denver and Phoenix.  Mark’s mission is to help people achieve financial freedom through real estate so they don’t have to become television writers. Highligh

Mindful Money & the 8 Pillars of Happiness   Take away: Money amplifies who you are, it does not necessarily change you.    Action step: Start with the mindful mind course.   Money Learnings: There's nothing practical taught about money in his educational experiences. Jonathan's parents taught him to be self-reliant.   Bio: Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money.   Jonathan is passionate about spreading the values of goal-focused and planning-driven wealth management to help people enjoy better financial outcomes AND live happier lives! His personal goal is to touch 1,000,000 lives in 10 years with Mindful Money financial education courses.   Jonathan has been a California-based financial adviser for 25 years. He managed investments at a va

Wealth Management   Do you know your money mindsets and how they affect your ability to build wealth over time?   Take away: Understand that the world is abundant and the more you look at the world through an abundant lens the more it will give back to you.   Action step: Improve your mindset and understand yourself.   Money Learnings: Kirk did not learn anything about money from school because back then money is not something to talk about.    Bio: Kirk Chisholm is a Principal and Wealth Manager at Innovative Advisory Group, an independent RIA (Registered Investment Advisor) located in Lexington, MA. He has been providing financial advice to individuals and families since 1999. Kirk’s influence and innovation has promoted change in many areas of the wealth management industry.   Kirk provides a different perspective on many commonly held beliefs when it comes to portfolio management, retirement investing, financial planning, inflation, economics, and other personal finance topics. His rare expertise with alt

How you live is how you die. Today we are back with Graham Hetrick to reverse engineer life based on how we die.    Take away: Live a meaningful life   Action step: Understand that it’s not necessary to eat 3 meals a day. Eat when you are hungry and when you do make sure it’s healthy.   Bio:  Graham Hetrick is a subject matter expert on drug abuse, child death, and child abuse, organ tissue donation, violent crimes, medical legal death investigation, forensic methodology, and the grieving process. He has advanced training in blood pattern analysis, crime scene management, forensic sculpting, and shallow grave recovery. Graham advises the news media and consults attorneys on the investigative process for cases facing litigation. He lectures widely on forensic autopsy, crime scene management, and critical thinking within the investigative process. He is an adjunct professor of forensics and human anatomy at Harrisburg University School of Science and Technology.   Graham is also a motivational speaker for stude

Health in Flames    Do your finances have an impact on your health? That’s the topic of today’s discussion.    Take away: Look at the things that actually impact happiness.    Action step: Look around your house and think about if some things are providing happiness or not.   Money Learnings: Vimal learned a lot from his family more by example.   Bio: Vimal Thomas George, MD, MSc practices medicine at the Austin Diagnostic Clinic in Austin, Texas, where he lives with his wife and two children.  With a medical degree, a master’s degree in healthcare quality and safety management, and experience as the executive quality director of his clinic, he has a unique and broad understanding of population health. Highlights from this episode: Link to episode page   Vimal has always been interested in medicine and science The inspiration on writing his book Health in Flames Why chronic diseases are increasing People are constantly making wrong choices when it comes to health and finances How do you change the medical

Freedom, Love & Power, Achieve the Life You Were Meant to Live    In this episode, John Patrick Morgan talks about how people can make changes to live their ultimate life.  Take away: Just do what you love. Action step: Ask yourself where and what do you want to be? Money Learnings: John grew up watching his dad teach him a lot about money.   Bio: John Patrick Morgan is a Philosopher and Champion for Being.    He leads a team of Creating Champions who teach, coach, and guide thousands of entrepreneurs and artists in being more free, loving, and powerful. By learning and embodying the Creating perspective, their clients achieve a union of outcomes in spiritual growth, material success, and social impact.    Post his formal studies in Physics and Mathematics, John Patrick built multiple small businesses (including one from a laptop and a backpack before the term ‘digital nomad’ existed), developed real estate, traveled the world for years on end, coached human rights leaders, recorded albums & toured wi