Retire As You Desire
Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for you and your family. There is one life to live--so take the helm, plan ahead, ask questions, and tune in with Bill on the Retire As You Desire Podcast! For a list of important disclosures, please visit my website at https://bloomfinancialco.com Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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Why Intuition Matters with Your Money with Daniel White
07/10/2023
Why Intuition Matters with Your Money with Daniel White
What if you could shift your financial destiny with only $35 a week? Our latest guest, bestselling author Daniel White, is here to show you how. Daniel's newest book, Financial Freedom System, is as interesting as it is inspiring - born out of a personal journey of overcoming financial stress and finding a new approach to money that put him first. He unveils his concept of building a strong financial foundation, an idea sparked from a simple prayer and a vision of an airplane. He didn't let the stress of his five-year business milestone with little to show for it, and a mountain of debt weigh him down. Instead, he used this setback as a launchpad to create a system that has since transformed lives. About Daniel White: After living paycheck to paycheck for years with increasing debt, Daniel struggled with soul-destroying fear and anxiety. In 1999, he started praying. God answered him and gave clear instructions that forever transformed his life and finances. Now you, too, can benefit from this life-changing process. Since 1994, Daniel White has been an energetic consultant and spiritual healer, helping clients in over forty countries to overcome negative energetic and spiritual influences and create better futures for themselves, their families, their homes, and their businesses. He is recognized internationally for his unique intuitive gifts and is a sought-after consultant and speaker. Learn more about Daniel: Website: Grab a copy: Show notes: [0:32] What is his book all about? [1:35] Why is intuition the leading indicator and not the dollars? [2:30] What was the process of following his intuition look like for Daniel? [10:40] How his system helped people [13:47] Is intuition the number one thing we should pay attention to in life? [16:09] What about the jar? [18:50] Why is three years the sweet spot for the process? [20:53] How often should people update their accounts? [22:44] How do you know you’re following your intuition? [25:30] How important does energy play in this? [27:22] Where can people get the book? [29:03] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Unlocking Your Highest Potential with Dr. Jeff Spencer Part 1
06/26/2023
Unlocking Your Highest Potential with Dr. Jeff Spencer Part 1
What if you could unlock your highest potential and create a meaningful legacy? Join us as we sit down with the extraordinary Dr. Jeff Spencer, whose journey from aspiring Olympic cyclist to a world-renowned coach and mentor has taught him the secret to crafting the path forward for others to succeed. In this powerful conversation, Dr. Spencer shares the impact of three angels in his life who shaped his mindset, creativity, and perspective. Discover the game-changing concept of 'goal guess' and learn how having the right goal, motive, and mindset is crucial for success. Plus, explore the importance of preparation, hyper-focus, and peripheral gaze when it comes to achieving your goals. Don't miss this opportunity to connect with Dr. Jeff Spencer and apply his invaluable insights to your own life. About Dr. Jeff Spencer: At seven, he committed to becoming an Olympic cyclist. At twenty-one, he competed in the Olympics. Soon after, he realized that helping exceptional performers tap into their highest potential was as equally satisfying to him as competing and winning himself. Ever since he has coached top-tier performers into Elite Performers. He has changed their habits, strengthened their minds, and gave them the tools to consistently deliver at the height of their games. Connect with Dr. Jeff Spencer: jeff@drjeffspencer.com Show notes: [1:02] Being able to work with the highest-level collaborators on the planet [2:10] Having three angels in his life [9:03] Crafting a path forward for others to see their talents and unique gifts [11:54] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Success Leaves Clues: Unveiling the Inspiring Journey of Kelly Cardenas Part 2
06/22/2023
Success Leaves Clues: Unveiling the Inspiring Journey of Kelly Cardenas Part 2
In this episode, Bill engages in a conversation with Kelly Cardenas, who is not only his close friend but also an accomplished author, podcast host, speaker, and the visionary behind Kellycardenas.com. The focus of their discussion revolves around Kelly's audiobook, "Success Leaves Clues," as they delve into the motivations that drove him to create it. Additionally, they reminisce about their initial encounter, reflect on the significance of their friendship, and offer glimpses into their respective personal experiences. Kelly Cardenas is a Forbes contributor, Author, Podcaster, Founder-CEO of a National multi-million dollar Brand, and a Cultural efficiency Coach. Cardenas is the go-to when it comes to constructing a CULTURE that will have sustained success in all aspects of your business. He believes that building an iconic Brand, Business, and Empire is a simple process once we start to focus on what really matters. Cardenas’ system zeros in on the heartbeat of any organization—PEOPLE! Connect with Kelly: Website: https://www.kellycardenas.com/ LinkedIn: https://www.linkedin.com/in/kelly-cardenas-78613763/ Get his audiobook: https://www.kellycardenas.com/#book Listen to his podcast: https://www.kellycardenas.com/#podcast Show notes: [0:16] What does retiring as he desires to mean to Kelly? [2:57] Where to find Kelly and what’s new for him [6:10] What’s Bill’s advice for people about retiring as they desire? [17:40] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Success Leaves Clues: Unveiling the Inspiring Journey of Kelly Cardenas Part 1
06/19/2023
Success Leaves Clues: Unveiling the Inspiring Journey of Kelly Cardenas Part 1
In this episode, Bill engages in a conversation with Kelly Cardenas, who is not only his close friend but also an accomplished author, podcast host, speaker, and the visionary behind Kellycardenas.com. The focus of their discussion revolves around Kelly's audiobook, "Success Leaves Clues," as they delve into the motivations that drove him to create it. Additionally, they reminisce about their initial encounter, reflect on the significance of their friendship, and offer glimpses into their respective personal experiences. Kelly Cardenas is a Forbes contributor, Author, Podcaster, Founder-CEO of a National multi-million dollar Brand, and a Cultural efficiency Coach. Cardenas is the go-to when it comes to constructing a CULTURE that will have sustained success in all aspects of your business. He believes that building an iconic Brand, Business, and Empire is a simple process once we start to focus on what really matters. Cardenas’ system zeros in on the heartbeat of any organization—PEOPLE! Connect with Kelly: Website: https://www.kellycardenas.com/ LinkedIn: https://www.linkedin.com/in/kelly-cardenas-78613763/ Get his audiobook: https://www.kellycardenas.com/#book Listen to his podcast: https://www.kellycardenas.com/#podcast Show notes: [0:00] Intro [0:56] How did Bill and Kelly meet? [1:44] His audiobook, Success Leaves Clues [5:47] On raising his kids [9:04] Where do Kelly’s best life ideas come from? [13:29] The Hideout [21:07] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Mastering the Mortgage Maze and Achieving Homeownership Bliss with Tony Perri Jr. Part 2
06/15/2023
Mastering the Mortgage Maze and Achieving Homeownership Bliss with Tony Perri Jr. Part 2
Purchasing a home plays a pivotal role in fulfilling the American Dream. Yet, the decision to buy or rent is a crucial one that carries implications for your financial well-being, lifestyle, and personal aspirations. In the present scenario, Bill engages in a conversation with his close friend Tony Perri Jr., who holds the position of Producing Branch Manager at HomeTown Lenders. They engage in a discussion about the process of acquiring properties and stay updated on the latest developments in the mortgage industry. Moreover, Tony generously offers some valuable advice for individuals aspiring to become homeowners. Tony Perri Jr. is an experienced Operational Specialist with a demonstrated history of working in the mortgage industry. Having over a decade of experience in the real estate & finance world has successfully found a way to turn a passion into a profession. Maintains a relentless pursuit of productivity and integrity and sets customers on the long-term path to financial success. Draws from a wealth of knowledge obtained from having held various roles as a mortgage professional, from a file opener to a closing specialist— a steady & strong advocate for both customers and employees. Connect with Tony at: Website: https://www.applywithjr.com/ LinkedIn: https://www.linkedin.com/in/tony-perri-jr-9a95662b/ FB: https://www.facebook.com/MortgageTheRightWay/ Email: tony.perri@htlenders.com Phone: (630) 284-9729 Show notes: [0:01] How bad is consumer debt now? [4:06] What advice can Tony give to people looking to buy a house? [9:21] How to reach out to Tony [14:35] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Mastering the Mortgage Maze and Achieving Homeownership Bliss with Tony Perri Jr. Part 1
06/12/2023
Mastering the Mortgage Maze and Achieving Homeownership Bliss with Tony Perri Jr. Part 1
Purchasing a home plays a pivotal role in fulfilling the American Dream. Yet, the decision to buy or rent is a crucial one that carries implications for your financial well-being, lifestyle, and personal aspirations. In the present scenario, Bill engages in a conversation with his close friend Tony Perri Jr., who holds the position of Producing Branch Manager at HomeTown Lenders. They engage in a discussion about the process of acquiring properties and stay updated on the latest developments in the mortgage industry. Moreover, Tony generously offers some valuable advice for individuals aspiring to become homeowners. Tony Perri Jr. is an experienced Operational Specialist with a demonstrated history of working in the mortgage industry. Having over a decade of experience in the real estate & finance world has successfully found a way to turn a passion into a profession. Maintains a relentless pursuit of productivity and integrity and sets customers on the long-term path to financial success. Draws from a wealth of knowledge obtained from having held various roles as a mortgage professional, from a file opener to a closing specialist— a steady & strong advocate for both customers and employees. Connect with Tony at: Website: https://www.applywithjr.com/ LinkedIn: https://www.linkedin.com/in/tony-perri-jr-9a95662b/ FB: https://www.facebook.com/MortgageTheRightWay/ Email: tony.perri@htlenders.com Phone: (630) 284-9729 Show notes: [0:59] What’s going on in the mortgage world? [8:02] Theoretical quoting [15:48] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Passion Unleashed: Conversations with Steve Sims on Making Things Happen
06/08/2023
Passion Unleashed: Conversations with Steve Sims on Making Things Happen
In the latest episode, Bill engages in a conversation with Steve Sims, a prominent figure who wears multiple hats as a Speaker, Author, Coach, and CEO of Bluefish. Their discussion revolves around the transformative power of pure passion and delves into Steve's journey of initiating speakeasies and how the pandemic brought about significant changes in his personal and entrepreneurial life. If you're seeking extra motivation to pursue your passions, this episode is precisely what you need. Recognized as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine, Steve Sims is a bestselling Author renowned for his book "BLUEFISHING - The Art of Making Things Happen." He is highly sought-after as a consultant and speaker, having addressed various networks, groups, associations, and prestigious institutions like the Pentagon and Harvard on two occasions. As the founder of Bluefish, a leading personal concierge service, Steve's expertise in marketing within the luxury industry is widely respected. His insights have been featured in numerous publications and television programs, including the Wall Street Journal, Forbes, London's Sunday Times, South China Morning Post, and more. Imagine singing alongside your favorite rock star, being serenaded by Andre Bocelli, walking the red carpet at exclusive Oscar parties, getting married in the Vatican, or diving to explore the Titanic wreckage. These are just a few remarkable experiences that Steve has been tasked with delivering for his clients. Frequently hailed as "The Real Life Wizard of Oz," Steve Sims epitomizes the spirit of an entrepreneur, earning high regard within the luxury realm for his innovation and grounded personality. Renowned for his honesty, integrity, and determination to do things in his own unique way, Steve creates unimaginable experiences for his clients. He possesses the uncanny ability to turn the impossible into reality. Connect with Steve: Website: LinkedIn: IG: FB: Listen to his podcast: Show notes: [0:58] What did the pandemic do for Steve? [3:49] On closing three businesses at the same time [9:41] Keeping it simple and having fun while creating value for their clients [15:42] Testing his credibility by having speakeasies [26:01] The most common issues the entrepreneurs who go to his speakeasy has [34:26] The largest cheque he has ever received through his connections [36:05] What does money mean to Steve? [39:08] Where to find Steve [40:02] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Diving Deeper Into Leadership, Independence, and Learning with Greg Miarecki Part 2
06/01/2023
Diving Deeper Into Leadership, Independence, and Learning with Greg Miarecki Part 2
Bill engages in a conversation with Greg Miarecki, a trusted friend who holds the positions of Executive Assistant Dean for Career Planning and Professional Development at the University of Illinois College of Law and Director of the University of Illinois College of Law Leadership Project. They delve into a range of important topics, including the significance of vulnerability in leadership, effective handling of feedback as a leader, and the traits that contribute to good leadership. Their discussion also encompasses the themes of independence and continuous learning, highlighting their relevance in the realm of leadership. Greg Miarecki is a prominent figure at the University of Illinois College of Law, where he holds the position of leading the Office of Career Planning and Professional Development. Together with his colleagues, Greg focuses on bridging the gap between employers and exceptional legal talent from the College of Law. He actively engages with students and alumni, working tirelessly to cultivate and promote their skills in the legal field. In addition, Greg collaborates closely with the faculty and administrative team on various important endeavors. These include activities such as recruiting prospective students, fostering alumni relations and development, and spearheading the creation of innovative curricula and programs. As an accomplished Adjunct Professor of Law, Greg imparts his knowledge to students through courses on trial advocacy, small firm practice, and in-house legal practice. He is also the lead instructor for the College's fundamental first-year course, Fundamentals of Legal Practice. Prior to joining the College in 2011, Greg excelled as a partner at Winston & Strawn LLP's Chicago office, specializing in high-stakes, intricate commercial litigation and white-collar criminal cases. With a track record of representing major global corporations in critical legal battles, he developed expertise in trial work and provided invaluable guidance and mentorship to junior attorneys. Greg's leadership abilities extend beyond the legal realm. He has been instrumental in founding, leading, and revitalizing various organizations. Notably, he served as the chief executive officer of the prestigious Chicago Yacht Club and held the esteemed position of President on the University of Chicago's Alumni Board of Governors. Currently, Greg's role as the Director of the University of Illinois College of Law's Leadership Project further showcases his commitment to fostering learning and facilitating discussions at the intersection of law and leadership. Connect with Greg at: Website: LinkedIn: Show notes: [0:03] Providing genuine feedback is a skill [1:41] Why is it important to put yourself out there and be vulnerable as a leader? [3:23] The ability to adjust is a good leadership trait [6:53] On involving kids in their foundation [10:14] What does money mean to Greg? [11:39] Being a lifelong learner [18:07] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Diving Deeper Into Leadership, Independence, and Learning with Greg Miarecki Part 1
05/29/2023
Diving Deeper Into Leadership, Independence, and Learning with Greg Miarecki Part 1
Bill engages in a conversation with Greg Miarecki, a trusted friend who holds the positions of Executive Assistant Dean for Career Planning and Professional Development at the University of Illinois College of Law and Director of the University of Illinois College of Law Leadership Project. They delve into a range of important topics, including the significance of vulnerability in leadership, effective handling of feedback as a leader, and the traits that contribute to good leadership. Their discussion also encompasses the themes of independence and continuous learning, highlighting their relevance in the realm of leadership. Greg Miarecki is a prominent figure at the University of Illinois College of Law, where he holds the position of leading the Office of Career Planning and Professional Development. Together with his colleagues, Greg focuses on bridging the gap between employers and exceptional legal talent from the College of Law. He actively engages with students and alumni, working tirelessly to cultivate and promote their skills in the legal field. In addition, Greg collaborates closely with the faculty and administrative team on various important endeavors. These include activities such as recruiting prospective students, fostering alumni relations and development, and spearheading the creation of innovative curricula and programs. As an accomplished Adjunct Professor of Law, Greg imparts his knowledge to students through courses on trial advocacy, small firm practice, and in-house legal practice. He is also the lead instructor for the College's fundamental first-year course, Fundamentals of Legal Practice. Prior to joining the College in 2011, Greg excelled as a partner at Winston & Strawn LLP's Chicago office, specializing in high-stakes, intricate commercial litigation and white-collar criminal cases. With a track record of representing major global corporations in critical legal battles, he developed expertise in trial work and provided invaluable guidance and mentorship to junior attorneys. Greg's leadership abilities extend beyond the legal realm. He has been instrumental in founding, leading, and revitalizing various organizations. Notably, he served as the chief executive officer of the prestigious Chicago Yacht Club and held the esteemed position of President on the University of Chicago's Alumni Board of Governors. Currently, Greg's role as the Director of the University of Illinois College of Law's Leadership Project further showcases his commitment to fostering learning and facilitating discussions at the intersection of law and leadership. Connect with Greg at: Website: LinkedIn: Show notes: [0:54] Where did Greg get his leadership skills? [3:50] When and why did he fall in love with sailing? [5:55] Letting other people find independence as a leader [9:45] What was it like for Greg to work on big cases as a lawyer? [12:01] Balancing work, leisure, and family with his wife [14:17] Why is it important to only do the things you’re good at and delegate the other things? [16:28] How he handles feedback as someone in-charge [20:21] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Navigating the Boom and Bust Cycle: Insights from a CEO with Dave Liu Part 2
05/25/2023
Navigating the Boom and Bust Cycle: Insights from a CEO with Dave Liu Part 2
The boom and bust cycle refers to the pattern in capitalist economies where they experience contraction following a period of growth, and then subsequently expand again. In this conversation, Bill engages with Dave Liu, who is an Author, Entrepreneur, Investor, Philanthropist, and Founder and CEO of Liucrative Endeavors. They discuss how Dave successfully anticipated and navigated the boom and bust cycle in both his financial and personal life. Furthermore, Dave shares insights into his background and cultural heritage, which significantly influence his entrepreneurial journey today. Dave is a 30-Year Veteran of Wall Street and Silicon Valley. He’s an entrepreneur who has started multiple companies, an advisor who has raised over $15 billion for hundreds of companies, and an investor in multiple billion-dollar exits. He is passionate about advancing new ideas in technology and entertainment and supporting philanthropic causes for underrepresented groups. He’s a creator who enjoys writing books and drawing cartoons. Reach out to Dave: Website: LinkedIn: Grab a copy of his book: Show notes: [1:09] When did Dave figure out what was important to him? [7:58] On his philanthropies [21:06] Making every moment count [22:08] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Unlocking an Epic Life with Justin Breen: Serendipity & Success
05/22/2023
Unlocking an Epic Life with Justin Breen: Serendipity & Success
To celebrate my good friend’s 6th year anniversary of getting his salary cut and turning it into a global success, Justin Breen is back to the Retire As You Desire Podcast. Just when Justin thought he had it all figured out, an unexpected twist in his story led him to a chance encounter with a World War II veteran that would change his life forever. What was this twist, and how did it lead Justin down a path toward serendipity and fulfillment? Be sure to tune in. Justin Breen leads the Global Finance division at the Firm. He specializes in assisting top private credit providers with intricate corporate finance deals, such as leveraged sponsor buyouts, acquisition financing, and recapitalization transactions. Justin's clientele consists of prominent institutional investors, direct lenders, private debt funds, investment banks, and business development companies. He offers comprehensive advice on various financing transactions, including syndicated and non-syndicated senior and senior "stretch" loans, unitranche facilities, second lien financings, mezzanine financings, high-yield bonds, and structured preferred equity. Learn more about Justin: LinkedIn: Website: Show notes: [0:32] Celebrating and memorializing dates [2:04] Everything in life summed up… [5:08] Serendipitous meetings of the right people at the right time [5:30] Be early. Be brave. Be honest. [5:36] Always stay in the battle [7:50] Justin’s family time—how it changed [12:14] 3 things that stood out for Justin [17:22] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Navigating the Boom and Bust Cycle Insights from a CEO with Dave Liu Part 1
05/18/2023
Navigating the Boom and Bust Cycle Insights from a CEO with Dave Liu Part 1
The boom and bust cycle describes capitalist economies that contract after a period of expansion and then expand again. Today Bill talks to an Author, Entrepreneur, Investor, Philanthropist, and the Founder and CEO of Liucrative Endeavors, Dave Liu. They talk about how Dave prepared for and avoided the boom and bust cycle in his financial and personal life. Dave also shares his story and heritage, which plays a big part in his entrepreneurial life today. Dave is a 30-Year Veteran of Wall Street and Silicon Valley. He’s an entrepreneur who has started multiple companies, an advisor who has raised over $15 billion for hundreds of companies, and an investor in multiple billion-dollar exits. He is passionate about advancing new ideas in technology and entertainment and supporting philanthropic causes for underrepresented groups. He’s a creator who enjoys writing books and drawing cartoons. Reach out to Dave: Website: LinkedIn: Grab a copy of his book: Show notes: [0:31] Dave and his heritage [5:09] What drove him to pursue entrepreneurship? [10:05] What did Dave do in terms of squirreling away for later? [20:03] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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How Stubbornness & Failing Shaped Susan Ibitz into a Renowned Human Behavior Expert
05/15/2023
How Stubbornness & Failing Shaped Susan Ibitz into a Renowned Human Behavior Expert
From overcoming dyslexia and autism to becoming a renowned profiler, Susan Ibitz's journey is nothing short of inspiring. But just when you think you know her story, an unexpected twist takes you by surprise. In this episode, Bill and Susan talk about the power of interpreting body language and micro-expressions for impactful communication, discovering her transformative path toward becoming a human behavior hacker and financial consultant, mastering investing principles like buying low, selling high, keeping costs in check, diversification, and staying tenacious. They also talk about recognizing the importance of crafting a retirement plan and starting to save sooner rather than later. Meet Susan Ibitz, a human behavior hacker who has spent her life mastering the art of reading people and understanding body language. Susan's unique background includes traveling the world with her diplomat father, immersing herself in various cultures, and learning multiple languages. After discovering her passion for profiling, she went on to study with experts like Paul Ekman and Robert Cialdini. Susan's expertise has led her to work with top financial advisors, helping them improve their communication skills and better connect with their clients. Get ready to learn from this fascinating expert on body language and micro-expressions! Find more of her at: Show notes: [1:08] Susan’s superpower [6:40] Proving someone wrong and proving yourself right [12:38] On reading situations [17:51] The problem with being so aware [25:15] Getting caught in a lie [31:00] Understanding behavior through eye contact and body language [36:10] How to connect with Susan and find out more of Susan [40:52] A question for Bill: numbers and podcasting [43:34] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Shaping the Workplace of Tomorrow with CEO Lynn Thomas Part 2
05/11/2023
Shaping the Workplace of Tomorrow with CEO Lynn Thomas Part 2
In this second part of Bill's conversation with Lynn Thomas, CEO of Thomas Consulting, she delves further into the significance of establishing clear boundaries from the start. Additionally, she discusses her recent activities and highlights how having financial stability grants her the freedom to pursue her desired endeavors. With over 28 years of experience in customer experience and retention, Lynn Thomas is a dynamic and energetic leader. She has a proven track record of selling and sustaining more than 480 long-term clients by offering best-in-class customer retention, loyalty, and experience programs to improve customer and employee retention. Lynn's expertise lies in creating and executing tailored client presentations, as well as adjusting implementation plans based on relevant information to ensure client satisfaction. She has strong leadership and relationship-building skills, and is skilled at inspiring others to accept change and adopt new behaviors to deliver extraordinary client experiences. Lynn is also known for connecting with people instantly and working closely with employees in a corporate setting to empower them and foster change. Lynn is a nationally acclaimed, powerful, engaging, and dynamic speaker on Client-centric companies and extraordinary Client experiences. She has also been a columnist for Rough Notes and The National Underwriter; authored many articles for numerous industry publications; and published her second book, “Wow! Your Way to Profit,” which is an Amazon #1 best-seller. Reach out to Lynn at: Website: https://www.thomasconsultingwins.com/ LinkedIn: https://www.linkedin.com/in/lynnthomasjd/ Show notes: [0:00] How important is it to tell someone your non-negotiables upfront? [4:51] What’s Lynn up to these days? [10:28] What does money mean to Lynn? [12:43] Where to connect with Lynn Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Embracing Personal Growth, Mentorship, and Visionary Investing with Bryan Sweet
05/08/2023
Embracing Personal Growth, Mentorship, and Visionary Investing with Bryan Sweet
If you're feeling the frustration and disappointment of putting in countless hours and resources towards your business' growth through mentorship and branding, only to see little to no progress, then you are not alone! In this episode, Billy shares the mic with Bryan Sweet, an accomplished financial advisor and the mastermind behind Sweet Financial Services. They talk about embracing the indispensable role of personal growth, mentorship, and sustained positivity in life and business, rising above setbacks, and fostering a culture that thrives on honesty, visionary thinking, and unbridled creativity. Bryan's journey to success began with his strong belief in self-investment, mentorship, and maintaining a positive outlook. Over the years, he has honed his skills and knowledge, leading him to manage over a billion dollars in assets. Bryan is passionate about helping others achieve their financial goals and sharing his wisdom on personal and professional growth. With his remarkable story and invaluable advice, you'll surely learn a thing or two from Bryan's experiences in the financial world. Dream Architect: Ultimate Advisor: Email: bryan@sweetfinancial.com Show notes: [0:00] Intro [1:00] Measuring progress backward: how Bryan started and succeeded in the financial industry? [5:42] Investing in yourself: professionally and personally [9:47] Bryan’s audacious goals [12:20] Handling negative mindsets [13:46] Having a passion for helping others [20:03] Not everyone is going to celebrate with you [23:30] Consciously selecting the 5 people closest to you [25:08] The favorite part of his journey [26:17] What Bryan’s future looks like [27:32] Dream big; take action [30:30] How to connect with Bryan [32:25] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Shaping the Workplace of Tomorrow with CEO Lynn Thomas Part 1
05/04/2023
Shaping the Workplace of Tomorrow with CEO Lynn Thomas Part 1
During this episode, Bill has an insightful conversation with Lynn Thomas, the CEO of Thomas Consulting, about the potential future of the workplace. Lynn shares her valuable experiences working with individuals from various generations, ranging from baby boomers to Gen-Zs. Additionally, she provides helpful guidance for leaders who are interested in transitioning their employees from remote work to in-office work. With over 28 years of experience in customer experience and retention, Lynn Thomas is a dynamic and energetic leader. She has a proven track record of selling and sustaining more than 480 long-term clients by offering best-in-class customer retention, loyalty, and experience programs to improve customer and employee retention. Lynn's expertise lies in creating and executing tailored client presentations, as well as adjusting implementation plans based on relevant information to ensure client satisfaction. She has strong leadership and relationship-building skills, and is skilled at inspiring others to accept change and adopt new behaviors to deliver extraordinary client experiences. Lynn is also known for connecting with people instantly and working closely with employees in a corporate setting to empower them and foster change. Lynn is a nationally acclaimed, powerful, engaging, and dynamic speaker on Client-centric companies and extraordinary Client experiences. She has also been a columnist for Rough Notes and The National Underwriter; authored many articles for numerous industry publications; and published her second book, “Wow! Your Way to Profit,” which is an Amazon #1 best-seller. Reach out to Lynn at: Website: LinkedIn: Show notes: [0:00] Intro [0:30] What has Lynn’s experience been like working with people of different ages? [4:45] Reimagination of the workplace [6:40] Her advice to the people who are forced to go back to the office and the leaders who force them [10:31] The toxic cultures and relationships in a workplace [12:17] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Solving Life's Problems Through Unique Ability with Julia Waller
05/01/2023
Solving Life's Problems Through Unique Ability with Julia Waller
When Julia Waller started her exploration into the unique ability process, she had no idea it would lead her to uncover a hidden world of natural talents and strengths that could be unlocked. Through her dedication and empathetic coaching style, she guides her clients on a journey of self-discovery, helping them to fully realize their potential and create meaningful, lasting change in their lives. But how will this transformational process affect them in the long run? In this episode, Julia takes you through the process of how Bill discovered and capitalized on his extraordinary abilities for self-satisfaction and accomplishment. They will also share how learning and embracing unique abilities lead to fortifying financial strategies while fostering valuable rapport with clients as retirement approaches. Your unique ability is something important to understand about yourself—make sure you tune in. Meet Julia Waller, a renowned unique ability specialist and strategic coach focused on guiding financial planners to discover their strengths and leverage them for success. Julia offers a personalized approach to coaching, helping her clients uncover their hidden talents and use them to thrive in their businesses. Through her expertise in the unique ability process, Julia has been instrumental in transforming the lives and careers of countless financial professionals, enabling them to reach new heights in their field. Learn more about Julia: LinkedIn: Unique Ability Website: Show notes: [1:41] What is unique ability? [3:44] Strategic solution solver [9:38] The idea man [13:50] Genuine ways to relate to people [20:21] Learn when to say NO [32:50] The power of learning, embracing, and using your unique abilities [36:10] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Breaking Through Plateaus: A Conversation with Mike Malatesta on Next-Level Entrepreneurship Part 2
04/27/2023
Breaking Through Plateaus: A Conversation with Mike Malatesta on Next-Level Entrepreneurship Part 2
Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals. Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined. Mike, the How’d It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people’s lives and, maybe, the world. Mike lives in Wisconsin with his wife, Jamy. He’s active in YPO, Abundance 360, and Vistage Worldwide. Where to find Mike: Website: LinkedIn: Twitter: https://twitter.com/MikeMalatesta Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at Show notes: [0:00] Breakdown or take a break [5:40] On his podcast’s success [8:56] How writing the book changed his way of thinking [12:49] Mike’s biggest financial goal moving forward [14:12] Where to pick up a copy of Mike’s book, Owner Shift [15:35] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Breaking Through Plateaus: A Conversation with Mike Malatesta on Next-Level Entrepreneurship Part 1
04/24/2023
Breaking Through Plateaus: A Conversation with Mike Malatesta on Next-Level Entrepreneurship Part 1
Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals. Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined. Mike, the How’d It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people’s lives and, maybe, the world. Mike lives in Wisconsin with his wife, Jamy. He’s active in YPO, Abundance 360, and Vistage Worldwide. Where to find Mike: Website: LinkedIn: Twitter: https://twitter.com/MikeMalatesta Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at Show notes: [2:15] What was it like for Mike to sell his 2nd company [6:32] Why was it important to him to bring up the next generation and teach them? [8:56] Which one of the sales of his companies was more rewarding for Mike? [11:49] Mike’s new book: Owner Shift [14:58] What does Owner Shift mean? Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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The Power of Enjoying Failure with Nick Nanton Part 2
04/20/2023
The Power of Enjoying Failure with Nick Nanton Part 2
Creating value in life takes struggle and perseverance, and many bouts of trial and error. In this episode, Bill talks with Emmy Award-Winning Director and Host Nick Nanton about daring to fail yet still enjoying the process of failing and getting back up again. With all great works, we only see the final, perfect product. But there are always far more versions thrown in the trash. From the slums of Port au Prince, Haiti, with special forces raiding a sex trafficking ring and freeing children to the Virgin Galactic Space Port in Mojave with Sir Richard Branson, 22-Time Emmy Award Winning Director/Producer Nick Nanton has become known for telling stories that connect. Why? Because he focuses on the most fascinating subject in the world: PEOPLE. As a storyteller and Best-Selling Author, Nick has shared his message with millions of people through his documentaries, speeches, blogs, lectures, and best-selling books. Nick’s book StorySelling hit the Wall Street Journal Best-Seller list and is available on Audible as an audiobook. Nick has directed more than 60 documentaries and a sold-out Broadway Show (garnering 43 Emmy nominations in multiple regions and 22 wins), including: DREAM BIG: Rudy Ruettiger LIVE on Broadway Visioneer: The Peter Diamandis Story Rudy Ruettiger: The Walk On Operation Toussaint The Rebound Connect with Nick at: Website: https://nicknanton.com/ LinkedIn: https://www.linkedin.com/in/nicknanton/ FB: https://www.facebook.com/Nicknanton IG: https://www.instagram.com/nicknanton/ YT: https://www.youtube.com/channel/UCWOvnpNMTX4pKVIi234pOTg Twitter: Show notes: [0:09] What is his favorite story to tell? [8:21] On approaching his job gracefully [12:33] What does money mean to Nick? [20:36] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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The Power of Enjoying Failure with Nick Nanton Part 1
04/17/2023
The Power of Enjoying Failure with Nick Nanton Part 1
Creating value in life takes struggle and perseverance, and many bouts of trial and error. In this episode, Bill talks with Emmy Award-Winning Director and Host Nick Nanton about daring to fail yet still enjoying the process of failing and getting back up again. With all great works, we only see the final, perfect product. But there are always far more versions thrown in the trash. From the slums of Port au Prince, Haiti, with special forces raiding a sex trafficking ring and freeing children to the Virgin Galactic Space Port in Mojave with Sir Richard Branson, 22-Time Emmy Award Winning Director/Producer Nick Nanton has become known for telling stories that connect. Why? Because he focuses on the most fascinating subject in the world: PEOPLE. As a storyteller and Best-Selling Author, Nick has shared his message with millions of people through his documentaries, speeches, blogs, lectures, and best-selling books. Nick’s book StorySelling hit the Wall Street Journal Best-Seller list and is available on Audible as an audiobook. Nick has directed more than 60 documentaries and a sold-out Broadway Show (garnering 43 Emmy nominations in multiple regions and 22 wins), including: DREAM BIG: Rudy Ruettiger LIVE on Broadway Visioneer: The Peter Diamandis Story Rudy Ruettiger: The Walk On Operation Toussaint The Rebound Connect with Nick at: Website: https://nicknanton.com/ LinkedIn: https://www.linkedin.com/in/nicknanton/ FB: https://www.facebook.com/Nicknanton IG: https://www.instagram.com/nicknanton/ YT: https://www.youtube.com/channel/UCWOvnpNMTX4pKVIi234pOTg Twitter: https://twitter.com/nicknanton1 Show notes: [1:03] What has working been like for Nick for the past two years? [4:48] How old was Nick when he won his first Emmy? [14:33] How does his love for music make him a better storyteller? [28:50] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Diving Deeper Into An Epic Life with Justin Breen Part 2
04/13/2023
Diving Deeper Into An Epic Life with Justin Breen Part 2
Today Bill talks with the CEO, Founder of BrEpic Network and BrEpic Commuications LLC, Author, and a dear friend, Justin Breen. They talk about Justin’s newest business ventures and how they came to be, and he also shares what it’s like for him to write his new book, Epic Life. Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses worldwide. Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves. He finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Breen has built an international network of extraordinary people and believes strongly in the power of introductions and creating essential relationships through those introductions. Breen lives in Glenview, Illinois, with his wife, Dr. Sarah Breen-a pediatrician-and their two awesome sons, Jake and Chase. Reach out to Justin: Website: https://www.brepicllc.com/ LinkedIn: https://www.linkedin.com/in/justinbreen1/ Email: Justin@BrEpicLLC.com Show notes: [0:01] Building trust to work with someone he’s never met [5:15] What’s next for Justin’s business [9:38] How you can join BrEpic Network [10:28] When is Epic Life coming out? [11:50] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Diving Deeper Into An Epic Life with Justin Breen Part 1
04/10/2023
Diving Deeper Into An Epic Life with Justin Breen Part 1
Today Bill talks with the CEO, Founder of BrEpic Network and BrEpic Commuications LLC, Author, and a dear friend, Justin Breen. They talk about Justin’s newest business ventures and how they came to be, and he also shares what it’s like for him to write his new book, Epic Life. Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses worldwide. Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves. He finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Breen has built an international network of extraordinary people and believes strongly in the power of introductions and creating essential relationships through those introductions. Breen lives in Glenview, Illinois, with his wife, Dr. Sarah Breen-a pediatrician-and their two awesome sons, Jake and Chase. Reach out to Justin: Website: https://www.brepicllc.com/ LinkedIn: https://www.linkedin.com/in/justinbreen1/ Email: Justin@BrEpicLLC.com Show notes: [2:19] What was it like for Justin to write his book in 16 days? [4:23] Believing that nothing’s random anymore [9:18] On his newest business [12:37] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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What It Means To Go "Stupid" with Steve Sims Part 2
04/06/2023
What It Means To Go "Stupid" with Steve Sims Part 2
In this episode, Bill is once again joined by Speaker, Coach, Entrepreneur, Author, and Founder and CEO of Bluefish, Steve Sims. They talk about Steve’s new book, Go For Stupid, what’s it like for him as it’s coming out, and the importance of just going for your dreams and making your ideas happen. He also shares one point in his life when he went for stupid and did what he wanted. For more than two decades, Steve Sims was the go-to contact for the wealthiest people on the planet. As the founder of the world’s leading experiential concierge firm, Sims utilized his talent for connecting with people’s passions and making things happen to develop a client list of the world’s rich and famous. He has also been a keynote speaker for Harvard, the Pentagon, Mastermind Talks, and the Entrepreneur Society of San Francisco. He lives in Los Angeles with his wife, kids, dogs, and many motorcycles. Go For Stupid: The Art of Achieving Ridiculous Goals is the follow-up to his first book, Bluefishing: The Art of Making Things Happen. Learn more about Steve at: Website: https://www.stevedsims.com/ LinkedIn: https://www.linkedin.com/in/stevedsims/ FB: https://www.facebook.com/groups/stevedsims/ IG: https://www.instagram.com/stevedsims/ YT: https://www.youtube.com/stevedsims Grab a copy of his book: https://amzn.to/3DzAMTh Show notes: [0:13] How did Steve go for stupid in his life? [3:58] Is it more important for the person you will become to go for stupid? [7:10] Putting yourself out there and going for it [14:42] What’s a celebration point for him regarding his book? [17:39] Where to find Steve and his book [18:41] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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What It Means To Go "Stupid" with Steve Sims Part 1
04/03/2023
What It Means To Go "Stupid" with Steve Sims Part 1
In this episode, Bill is once again joined by Speaker, Coach, Entrepreneur, Author, and Founder and CEO of Bluefish, Steve Sims. They talk about Steve’s new book, Go For Stupid, what’s it like for him as it’s coming out, and the importance of just going for your dreams and making your ideas happen. He also shares one point in his life when he went for stupid and did what he wanted. For more than two decades, Steve Sims was the go-to contact for the wealthiest people on the planet. As the founder of the world’s leading experiential concierge firm, Sims utilized his talent for connecting with people’s passions and making things happen to develop a client list of the world’s rich and famous. He has also been a keynote speaker for Harvard, the Pentagon, Mastermind Talks, and the Entrepreneur Society of San Francisco. He lives in Los Angeles with his wife, kids, dogs, and many motorcycles. Go For Stupid: The Art of Achieving Ridiculous Goals is the follow-up to his first book, Bluefishing: The Art of Making Things Happen. Learn more about Steve at: Website: LinkedIn: FB: IG: YT: Grab a copy of his book: Show notes: [1:25] How does he feel about his book coming out? [7:26] What separates millionaires from billionaires? [15:51] What’s causing people to attack each other? [18:57] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Small Practices with Big Results with Chris Voss Part 2
03/30/2023
Small Practices with Big Results with Chris Voss Part 2
How can you win a negotiation? In today’s episode, we are re-airing an episode with the author of "Never Split The Difference" and Black Swan Group owner, Chris Voss. This was a great episode with so many golden nuggets of wisdom that it seems fitting to share it again for our new listeners—and a good review for the old subscribers of this podcast. Bill and Chris talk about the different small practices that can result in huge impacts. They also talk about what it takes to win a negotiation as Chris was the lead FBI negotiator and trainer for many years. Listen to this incredible interview today! Find more about Chris Voss: Show notes: [0:32] How important is it to listen? [6:14] The future vision for himself and his companies [10:57] Things that stood out for Chris while publishing his book [17:27] What does money mean to Chris? [19:07] Text Black Swan Method to 33777 [21:58] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Small Practices with Big Results with Chris Voss Part 1
03/27/2023
Small Practices with Big Results with Chris Voss Part 1
How can you win a negotiation? In today’s episode, we are re-airing an episode with the author of "Never Split The Difference" and Black Swan Group owner, Chris Voss. This was a great episode with so many golden nuggets of wisdom that it seems fitting to share it again for our new listeners—and a good review for the old subscribers of this podcast. Bill and Chris talk about the different small practices that can result in huge impacts. They also talk about what it takes to win a negotiation as Chris was the lead FBI negotiator and trainer for many years. Listen to this incredible interview today! Find more about Chris Voss: Show notes: [0:22] How Bill met Chris Voss [1:57] Getting access to Chris’ newsletter and a ton of incredible information [4:30] Coaching a kidnapping story [12:10] How important is it to understand the other side? [17:45] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Why Less is More with Nic Peterson Part 2
03/23/2023
Why Less is More with Nic Peterson Part 2
We live in a world that is driven by consumerism, where the message is always needing more but never having enough. Today, Bill is joined by the Co-Founder of Mastery Mode, Nic Peterson, as they talk about the concept of less is more. Nic shares why he thinks less is more, how he developed that mindset, and his thoughts on conventional wisdom. Nic Peterson is the co-founder of Mastery Mode, a company that helps business owners, consultants, and service providers worldwide build systems, operations, and decision-making parameters to leverage themselves to get more free time and increase profits. Other companies he’s founded include Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics (now Trevor Kashey Nutrition). Connect with Nic at: Website: LinkedIn: Twitter: Show notes: [0:08] On conventional wisdom [2:59] What does he love the most about being on stage? [6:58] What does the freedom he has mean to him? [15:27] What does money mean to Nic? [20:24] Where can you find more of Nic? [21:04] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Why Less is More with Nic Peterson Part 1
03/20/2023
Why Less is More with Nic Peterson Part 1
We live in a world that is driven by consumerism, where the message is always needing more but never having enough. Today, Bill is joined by the Co-Founder of Mastery Mode, Nic Peterson, as they talk about the concept of less is more. Nic shares why he thinks less is more, how he developed that mindset, and his thoughts on conventional wisdom. Nic Peterson is the co-founder of Mastery Mode, a company that helps business owners, consultants, and service providers worldwide build systems, operations, and decision-making parameters to leverage themselves to get more free time and increase profits. Other companies he’s founded include Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics (now Trevor Kashey Nutrition). Connect with Nic at: Website: LinkedIn: Twitter: Show notes: [0:31] Why is less more? [11:44] What was Nic’s childhood like? [21:33] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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The Value of Your Time with Mark Fujiwara Part 2
03/16/2023
The Value of Your Time with Mark Fujiwara Part 2
In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life. Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, an author, and a rspeaker on the missing component of a financial plan. Most of the entrepreneurs and retirees he speaks to not only need guidance and order with their finances but struggle to address the most important issue of health and longevity. Working with entrepreneurs for 25 years, he has discovered that without addressing their most important asset, all that they’ve worked for could be for not. You can reach Mark at: Website: http://www.fujiwarabaird.com/ LinkedIn: https://www.linkedin.com/in/fujiwarapm/ Email: mfujiwara@rwbaird.com Show notes: [0:16] People are doing more instead of doing less [2:45] Mark’s new book: Achieving Results [8:34] What does money mean to Mark? [18:30] Where to find Mark [21:58] Outro Connect with Bill Bloom Web: Email: bill@bloomfinancial.us LinkedIn: FB: Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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