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Ep 335 Creating Life Success in Life with Jeremy Straub

Richer Soul, Living A Life on Purpose!

Release Date: 05/04/2023

Ep 388 31 Days to Become a Better Man with Joel Gandara show art Ep 388 31 Days to Become a Better Man with Joel Gandara

Richer Soul, Living A Life on Purpose!

31 Days to Become a Better Man   Take away: Having the discipline to live frugally, work hard, continuously invest in self-development, and keep perspective on what constitutes true abundance leads to financial freedom and a fulfilling life.   Money Learnings: As a young kid, Joel was attracted to toys and material things, but his parents repeatedly told him "we don't have money" when he wanted something. Despite their poverty, Joel's parents were extremely hardworking and frugal. They saved diligently and were able to buy a house within 3 years of arriving, paying it off fully...

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Ep 387 Making the Ultimate Investment with Mark B. Murphy show art Ep 387 Making the Ultimate Investment with Mark B. Murphy

Richer Soul, Living A Life on Purpose!

Making the Ultimate Investment   Take away: The importance of developing a mindset of abundance, differentiation, and gratitude, while consistently investing in personal growth, in order to design a passionate and purposeful life aligned with their values and ability to build generational wealth.   Money Learnings: Mark's father had a heart attack when Mark was in high school, which severely impacted the family's finances. He realized his parents lived paycheck-to-paycheck, trying to "keep up with the Joneses" and not saving much money. When his father's career ended due to a heart...

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Ep 386 How to be Resilient with Chrissy Myers show art Ep 386 How to be Resilient with Chrissy Myers

Richer Soul, Living A Life on Purpose!

How to be Resilient     Take away: Knowing your purpose helps you make decisions, motivates you through hard times, and ensures your business serves you rather than the other way around. It enables you to build a business and life you love.   Money Learnings: Chrissy learned that money was connected to effort, saving, giving, and planning from her family business background and religious schooling. Working for what you want and managing money responsibly were instilled early.   Bio: Chrissy is the author of Reluctantly Resilient and CEO of AUI and Clarity HR which provide...

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Ep 385 How to Succeed When Everyone Expects You to Fail with Jonathan Beskin show art Ep 385 How to Succeed When Everyone Expects You to Fail with Jonathan Beskin

Richer Soul, Living A Life on Purpose!

How to Succeed When Everyone Expects You to Fail     Take away: Challenges early on, while difficult, can be the fire that forges your inner strength. If you believe in yourself and your abilities, you can exceed other's low expectations. Never let your humble beginnings limit your ambition. Turn adversity into advantage.   Money Learnings: Jonathan's childhood was challenging financially and he felt deprived compared to his wealthy peers. He didn't receive any substantive money education as a child and had to figure it out himself later through entrepreneurial trial and error....

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Ep 384 Creating a Wealthy Life with Krisstina Wise show art Ep 384 Creating a Wealthy Life with Krisstina Wise

Richer Soul, Living A Life on Purpose!

Creating a Wealthy Life     Take away: Money is a tool that should enable you to live a fulfilling life, not be the sole focus. Having clarity on your ideal lifestyle, relationships, and experiences is crucial. Then determine the amount of money needed to support that vision. Don't get caught in the trap of chasing more money for money's sake. Instead, focus first on personal growth, self-worth, purpose, and making a positive difference. With financial education and mindset shifts, money can be managed effectively to serve your life goals rather than become an all-consuming end in...

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Ep 383 Unlock Your Impossible Life with Chris King show art Ep 383 Unlock Your Impossible Life with Chris King

Richer Soul, Living A Life on Purpose!

Unlock Your Impossible Life     Take away: You have the power to renegotiate your existence and make the impossible reality by shifting your mindset and energy frequency.   Money Learnings: Chris grew up in a privileged neighborhood financially but had a difficult childhood due to family trauma and issues with his father. He emphasizes the need to change our relationship with money and offers practical tools for repairing and improving that relationship.   Bio: Chris M. King built a life on the pillars of his childhood: grief, rage, abuse, and addiction. Despite taking nine...

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Ep 382 Psychedelics for Everyone with Matt Zemon show art Ep 382 Psychedelics for Everyone with Matt Zemon

Richer Soul, Living A Life on Purpose!

Psychedelics for Everyone     Take away: Exploring psychedelics and integrating spiritual practices can offer profound insights and lead to personal transformation, contributing to a more abundant and balanced life.   Money Learnings: Matt Zemon shared that he had an interesting childhood, which included experiencing a range of financial circumstances. He highlighted the lesson that having love in the household is essential and can bring comfort regardless of financial situation. He stated that this experience taught him resilience and a lack of fear in facing potential...

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Ep 381 The Willingness to Be Wrong with Graham Lutz show art Ep 381 The Willingness to Be Wrong with Graham Lutz

Richer Soul, Living A Life on Purpose!

The Willingness to Be Wrong   Take away: Discover the power of a positive mindset, the importance of having a clear purpose, and the benefits of creating a comprehensive life plan, all while emphasizing the interconnectedness of health, wealth, time, relationships, and spirituality in living a harmonious life.   Money Learnings: Graham Lutz learned early in life that money is a tool, not a measure of self-worth. He was taught the value of hard work, saving, and investing by his parents. This foundational understanding of money has shaped his approach to personal finance and wealth...

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Ep 380 How to Overcome Yourself with Benjamin Owen show art Ep 380 How to Overcome Yourself with Benjamin Owen

Richer Soul, Living A Life on Purpose!

How to Overcome Yourself     Take away: The concept of making growth decisions versus comfortable decisions is crucial in personal and professional development. Being willing to embrace discomfort and make choices that lead to growth, even in small increments, can lead to substantial progress over time.   Money Learnings: Benjamin Owen learned from his family that money was often associated with negativity, such as greed and hard work. There was a perception that one had to work hard to earn money and that wealth was equated with conflict and stress in the household. Despite the...

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Ep 379 The Opposite is True with Efren A Delgado show art Ep 379 The Opposite is True with Efren A Delgado

Richer Soul, Living A Life on Purpose!

The Opposite is True   Take away: The key to living a fulfilled life lies in aligning our mindset, purpose, life plan, health, wealth, time management, relationships, and spirituality.   Money Learnings: Efren Delgado learned valuable money lessons as a child, such as the importance of hard work, frugality, and saving. These early experiences shaped his financial mindset and instilled in him a strong work ethic and a respect for money. This foundation laid the groundwork for his future success and financial responsibility.   Bio: Efren A. Delgado, a former FBI Special Agent with...

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More Episodes

 Creating Life Success in Life

Takeaway: Be careful who you choose to surround yourself with.

 

Money Learnings: Jeremy’s father was an entrepreneur and he taught him a lot about business.

 

Bio: Jeremy Straub, CRPC, CFS® is the Founder and CEO of Coastal Wealth. With more than 20 years in executive level positions with fortune 500 companies, Jeremy is considered a financial industry thought leader who brings energy and passion to helping people preserve wealth. Jeremy couldn’t ignore his inherent entrepreneurial spirit and desire to create a financial services and wealth management firm of his own and in 2016 Coastal Wealth was created.  

Originally from Bethlehem, Pennsylvania, Jeremy’s entrepreneurial nature was influenced by his father, who worked his way up in the auto industry from selling cars to owning dealerships. Jeremy’s top personal goal is to have a positive impact on his family, employees and community. He loves that his role at Coastal Wealth allows him to balance the “mind of a capitalist and heart of a social worker,” by helping clients reach their financial goals while living his personal dream as an entrepreneur. 

Jeremy is on the board for YPO of Palm Beach and host of a podcast where he speaks with business owners and entrepreneurs. 

 

Highlights from this episode:

  • Profit First
  • Do most people have financial goals?
  • Most people need financial therapy
  • Four reasons you want to work with a financial advisor
  • The 12-week Year
  • The news that is stressing people out

 

COASTWEALTH.COM

 

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 how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

 

Show Sponsor: http://profitcomesfirst.com/

 

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

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Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.