Creating a “Waterfall of Impact” through Coaching with Colleen Bowler
Release Date: 11/27/2024
Red Flags & Best Practices in Private Equity with McCall Harris
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In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with McCall Harris of Trusted Estate Planning Attorneys, a seasoned attorney with six years of experience in private equity securities law, specializing in Form ADV and Form D/Blue Sky filings. A graduate of BYU Law, McCall combines her legal experience with a passion for helping clients navigate complex regulatory landscapes. Tune in to the episode to hear about: * Insights into McCall’s background, including her time at BYU, a service mission in Germany, and working in a back-office...
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Preventing Family Feuds: Lessons from Real-Life Estate Planning Stories
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Trusted with Blake Johnson, Episode 13 In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks about: * The necessity of proper estate planning to mitigate potential conflicts even for a family that gets along * Real-life stories highlighting the consequences of poor estate planning, such as property disputes among heirs * Risks associated with naming the wrong trustee and practical advice on selecting trustworthy trustees * The importance of clear communication with family members, and the regular updating of estate documents to align...
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Selling Your Business 101: Expert Advice from Wealth Manager James Schramm
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Trusted with Blake Johnson, Episode 12 In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with James Schramm, Certified Exit Planning Advisor with Raymond James. Tune in to the episode to hear about: * James’ career journey and the importance of preparing for business exits early * Distinctions between wealth managers and financial advisors, highlighting the comprehensive approach wealth managers take in serving high-net-worth individuals and their families * Key myths in wealth management and business exits are addressed, such as the...
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Estate Planning 2025: Preparing for the Expiration of the Tax Cuts and Jobs Act
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Trusted with Blake Johnson In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson talks about: * 2025 Tax Changes — impending expiration of the Tax Cuts and Jobs Act and its potential implications * Tax Act Overview — background on the 2016 Tax Cuts and Jobs Act, including its impact on corporate tax rates and estate taxes, and the 10-year sunset provision * Estate Tax Planning Advice — advice for individuals with taxable estates, emphasizing the importance of planning ahead to navigate the changes effectively * Income Tax Considerations — strategies...
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Building Wealth Through Real Estate with Mortgage Lender, Sheldon Worthington
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Trusted with Blake Johnson, Episode 10 In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with Sheldon Worthington, a mortgage lender with expertise in real estate financing. With over 22 years of experience, Sheldon has a deep understanding of the mortgage industry and a commitment to educating clients on building wealth through real estate. Tune in to the episode to hear about: * Sheldon’s journey into real estate and his experience in mortgage lending * Sheldon’s personal motivations behind his career in lending, including a pivotal...
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Transforming Healthcare Through Giving with Cindy Woolley
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Trusted with Blake Johnson, Episode 9 In this episode of the Trusted Podcast, your host, estate planning attorney, Blake Johnson, speaks with Cindy Woolley, Philanthropy Officer for Intermountain Foundation, the largest nonprofit health system in the Mountain West. Tune in to the episode to hear about: Cindy’s journey and qualifications, stemming from her experiences with medical challenges in her own family, which led her to a career in healthcare philanthropy Various ways of charitable giving, including annual, major, planned, and blended gifts, and the impact these...
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From Magic to Mayorship: The Inspiring Journey of Dave Young
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Trusted with Blake Johnson, Episode 8 In this episode of the Trusted Podcast, estate planning attorney Blake Johnson speaks with Dave Young, Mayor of Orem, Utah, and founder of Paragon Wealth Management. With a background in business and wealth management, Dave shares insights from his journey in entrepreneurship and public service. Tune in to the episode to hear about: * Diverse Background: Dave Young discusses his journey from magic performer to successful entrepreneur. * Motivation for Running: Young explains he ran for mayor to better represent local citizens. * Significant Changes...
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Creating a “Waterfall of Impact” through Coaching with Colleen Bowler
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Trusted with Blake Johnson, Episode 7 In this episode of the Trusted Podcast, your host, estate planning attorney Blake Johnson, speaks with Colleen Bowler, CFP®, co-founder of C&J Innovations. With over 25 years in the financial industry, Colleen helps advisors expand client conversations beyond finances to include wellness and purpose. She is a Certified Financial Planner, a business owner and Blake’s coach through Strategic Coach, an organization that works solely with entrepreneurs to expand impact in all areas of life, personally and professionally. Tune in...
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Real Estate Insights from Stocks to Golf and Beyond with Gio Aretos
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Trusted with Blake Johnson, Episode 6 In this episode of the Trusted Podcast, your host, estate planning attorney Blake Johnson, speaks with Gio Aretos, a successful real estate investor and entrepreneur. Gio shares insights from his journey, highlighting the significance of professionalism and teamwork in the real estate industry. Tune in to the episode to hear about: * Transition from Stocks to Real Estate: Gio Aretos talks about his shift from stock trading to real estate investing, where he applied his analytical skills to succeed in both residential and commercial properties. *...
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Understanding Probate & How to Get Through with Holly AlDabbagh
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Trusted with Blake Johnson, Episode 5 In this episode of the Trusted Podcast, estate planning attorney, Blake Johnson, speaks with his former co-worker, Holly AlDabbagh, Associate Attorney at Trusted Estate Planning Attorneys. Holly was in the probate department and she specializes in estate planning, trust administration, and probate, assisting clients in creating personalized estate plans. Tune in to the episode to hear about: * Understanding Probate: An explanation that in Nevada, estates over $25,000 must go through probate unless placed in a trust, which can freeze assets for 60-90 days *...
info_outlineTrusted with Blake Johnson, Episode 7
In this episode of the Trusted Podcast, your host, estate planning attorney Blake Johnson, speaks with Colleen Bowler, CFP®, co-founder of C&J Innovations. With over 25 years in the financial industry, Colleen helps advisors expand client conversations beyond finances to include wellness and purpose. She is a Certified Financial Planner, a business owner and Blake’s coach through Strategic Coach, an organization that works solely with entrepreneurs to expand impact in all areas of life, personally and professionally.
Tune in to the episode to hear about:
* Coaching as a Catalyst for Growth: Colleen Bowler emphasizes that coaching is essential for personal and professional development, stemming from her own journey in entrepreneurship.
* The Ripple Effect of Coaching: Colleen discusses how coaching creates a "waterfall of impact," enabling individuals to positively influence their teams and communities.
* Value of Group Coaching: Colleen advocates for group coaching, highlighting the benefits of diverse perspectives and collaborative problem-solving among entrepreneurs.
* Common Misconceptions About Coaching: Colleen addresses myths about coaching, stressing that seeking help is beneficial for everyone, regardless of their stage in life.
* Choosing the Right Coach: Colleen advises clients to consider their needs and goals in order to find a coach whose style aligns with their learning preferences.
Learn more about Colleen Bowler:
* Connect with Colleen on LinkedIn: https://www.linkedin.com/in/colleen-bowler-cfp%C2%AE-09576796
* Follow C&J Innovations, LLC on LinkedIn: https://www.linkedin.com/company/candjinnovations
* Visit C&J Innovations website: https://candjinnovations.com
* Visit The Strategic Coach website: https://www.strategiccoach.com
* To book a Discovery Call with Julie Cosgrave to chat about Strategic Coach click below : https://calendly.com/strategiccoach-julie-cosgrave/julie-cosgrave-calling-to-talk-about-strategic-coach?month=2024-10
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About the Trusted Podcast:
In each episode of the Trusted Podcast, Blake Johnson, managing partner at Trusted Estate Planning Attorneys, interviews professionals in different areas of life that you need as a trusted source of information, including trust and estate planning. You can trust this podcast to provide information on estate planning and related fields.
Watch or listen to more episodes of Trusted:
* Website: https://trustedepa.com/podcast/
* YouTube: https://www.youtube.com/@trustedestateplanningattor349
* Apple: https://podcasts.apple.com/us/podcast/trusted-podcast/id1481377757
* Spotify: https://open.spotify.com/show/2asi0OtFFvl7YCkdNqhqLL
Connect and learn more from your host, Blake Johnson:
* Connect with Blake on LinkedIn: https://www.linkedin.com/in/estateplanningattorneylasvegas
* Follow Trusted Estate Planning Attorneys on LinkedIn: https://www.linkedin.com/company/trustedepa
* Follow Trusted Estate Planning Attorneys on Facebook: https://www.facebook.com/trustedepa
* Read Blake’s bio on his website: https://trustedepa.com/meet-our-attorneys