Libsyn Directory

Financial Advisor Shares His College Finance Tips || Kyle Williams

Release Date: 10/29/2024

Building a Business with Integrity: The 602 Enterprises Journey || Kevin LaLiberty

Path to Inlightenment

In this episode, we sit down with Kevin and Anon from 602 Enterprises to explore their entrepreneurial journey—filled with challenges, major milestones, and valuable lessons. They share insights on building a brand rooted in integrity, overcoming early business failures, and scaling from a startup to a thriving company. From their first big Greek life order to hiring a full-time operations team, Kevin and Anon discuss the highs, the lows, and the mindset that keeps them pushing forward. If you're an aspiring entrepreneur or just love a great business story, this episode is for you!

Built Different: Anan Lagana on Family, Grit, and the Future of Orlando || Anan Lagana

Path to Inlightenment

Demetrie Luke sits down with Anan Lagana, co-founder of 602 Enterprises, to unpack the journey from middle school hustles and Photoshop hobbies to building a thriving merchandising business centered around colleges. They dive deep into family legacy, the unglamorous truth about early entrepreneurship, and why community and curiosity matter more than money. Non shares real talk on self-awareness, navigating college with intention, and why Orlando might just be the next big thing.

The Art of Marketing Strategy: Marketing, Balance & The Social Media Dilemma || Mary Nice

Path to Inlightenment

In this insightful episode, we dive deep into the world of marketing, entrepreneurship, and the evolving role of social media in our lives. Our guest shares their journey of working with top brands like Visit California, Texas A&M, and Eventbrite, offering valuable lessons on strategic thinking, knowing your strengths, and leveraging omission for success. We also tackle the double-edged sword of social media—how it shapes our attention, business, and personal lives. How do we balance opportunity with authenticity? How do we navigate a world where time is a currency? Tune in as we explore...

Understanding Behavior: The Four Functions and the Power of Reflection || April Ogburn Velazquez

Path to Inlightenment

In this episode of Path to Inlightenment, host Demetrie Luke sits down with behavior analyst April Auburn Velazquez to explore the fascinating world of behavioral patterns. They break down the four functions of behavior—sensory, attention, tangible, and escape—and discuss how these patterns shape our daily actions. April shares insights on self-awareness, the role of environment in behavior, and how small shifts in mindset can lead to meaningful change. From understanding emotional regulation to fostering genuine connections, this conversation is a deep dive into the psychology of human...

Financial Advisor Shares His College Finance Tips || Kyle Williams

Path to Inlightenment

Understanding Florida Politics in 2024 || Anna Eskamani

Path to Inlightenment

A discussion with house of representatives elected official Anna Eskamani to help us understand Florida politics in 2024

Redefining Manhood: Embracing Vulnerability and the Power of Personal Stories || Kyle Steele

Path to Inlightenment

In this powerful and deeply personal conversation, Demetrie Luke sits down with Kyle Steele—entrepreneur, father, and visionary—to explore the journey of redefining masculinity, building purpose-driven spaces, and embracing the power of personal story. From childhood trauma to leading a social enterprise, Kyle shares how vulnerability, mission, and community have shaped his evolution as a man and a leader. This episode challenges traditional narratives and offers a roadmap to living with authenticity, integrity, and joy. Timeline: 00:00 Introduction to Kyle Steele and His Vision 01:23...

The Path To Better Communication || Jarrod Uddin

Path to Inlightenment

Jarrod Uddin, a Public & Motivational Speaker dubbed "The Audience Energizer" sits with Demetrie to discuss his work with business leaders in public speech coaching around the number one biggest fear that most people have - the fear of public speaking. Jarrod shares his story and gives advice for young people to communicate better.

More Episodes

Financial Planning Tips with Kyle Williams: Understanding Custodial Accounts and More In this episode, Kyle Williams from Synergy Wealth Alliance dives deep into the Unified Trust Minors Act (UTMA) and 529 College Savings Plans. He explains the benefits, restrictions, and flexibility of these financial options designed to secure a child's future. He also shares practical tips and insights on successful financial planning, the psychology behind saving, and personal anecdotes about his 14-year journey as an investment advisor. This conversation touches on broader themes, including patience, setting attainable goals, and the importance of helping others to achieve mutual success. Whether you're a parent planning for your child's education or someone interested in personal financial growth, this episode provides valuable information and inspiration.

00:00 Understanding the Unified Trust Minors Act

01:31 Introduction to Kyle Williams and Financial Planning

04:30 Exploring 529 College Savings Plans

09:18 Comparing Florida Prepaid and 529 Plans

13:41 The Flexibility of UTMA Accounts

17:58 Psychology Behind Restriction Accounts

20:42 Tax-Free Benefits and Financial Decisions

21:08 Learning from Wealthy Clients

21:39 The Role of an Advisor

21:53 Emotional vs. Objective Decision Making

22:31 The Importance of Patience in Investing

23:37 Client Stories and Market Reactions

24:57 Setting and Achieving Financial Goals

28:48 The Value of Experience in Investing

30:23 The Impact of Patience and Focus

31:10 The Role of Hard Work and Talent

33:04 The Importance of Commitment

33:56 Setting Realistic and Attainable Goals

35:02 The Power of Incremental Progress

37:09 Comparison and Improvement

39:02 Final Thoughts and Advice for Young People

39:30 Helping Others to Achieve Success

43:33 Conclusion and Contact Information

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