show episodes
 
The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
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Since its debut in 1992, Money Matters was created to deliver objective and timely financial advice on WSB, Atlanta's legendary, award-winning news/talk radio station. Now, in addition to airing weekly on WSB, Money Matters is available as a podcast, tailor-made for both modern retirees and those still in the planning stages. Hosted since 2009 by Wes Moss — CERTIFIED FINANCIAL PLANNER™, best-selling author, Forbes contributor, and managing partner at Capital Investment Advisors in Atlanta — ...
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Overwhelmed by business demands? Mister Productivity helps you master your workload and reclaim your life. For solopreneurs and business leaders, this podcast offers practical strategies through interviews and solo episodes. Boost productivity, achieve work-life balance, and unlock your potential. Learn about decision-making, leadership, creativity, and resilience to transform overwhelm into opportunity. Whether you're drowning in to-do lists or scaling your business, get actionable insights ...
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The Disruptive Successor Show is a podcast for next-generation leaders in family businesses and entrepreneurs who want to disrupt the status quo to grow their business and take it to the next level. We all know that what got us here isn’t going to get us there. If you are taking control over your family’s business or trying to get your business to the next level, you will need inspiration, advice and resources to help you create a massive impact. Listeners of my show include not only the mil ...
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Clarity. Focus. Consistency. Hallmarks of championship athletes. And hallmarks of the most successful men in business and life. How can you claim those traits in your life now? You want to make lots of money, have a great marriage, and be a dedicated father while crushing fitness goals along the way but maybe you feel like you're always shortchanging at least one area. Or maybe you feel like you want to be more consistent. More focuses. Maybe you just need a clear vision for what your future ...
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🎙️ Get ready for Pathways with Amber Stitt, your go-to podcast for financial insights and motivation to take action today! 💪💰 Are you feeling overwhelmed when it comes to planning for your financial future? Don't worry, you're not alone. Many individuals and small businesses struggle with creating a solid game plan to protect themselves and their loved ones. That's where we come in. Join me as we dive into our core framework, "Pathways to Peak Performance," where we'll tackle each of the 5 s ...
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Welcome to "From Adversity to Abundance," the go-to podcast for real estate entrepreneurs seeking not just to thrive, but to conquer with resilience and mental sharpness. Each week, join us as we dive into the compelling world of real estate through the lens of mental fitness, where challenges transform into opportunities. Our show brings you riveting, interview-based stories from seasoned professionals and inspiring newcomers alike, each sharing their unique journey from struggle to success ...
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Winning in Life

Dr David Kaluba

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A transformational and insightful podcast with Certified Success Coach, Dr David Kaluba, offering Life Coaching, Business Coaching, Rehabilitational Coaching and Peak Performance Motivation for every day success.
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Todd Smith from Blue Horizon Venture Consulting shares no-nonsense business, marketing, and entrepreneurial insights to help you succeed in building a lifelong sustainable venture. He also delves into the world of alternative investing in things such as real estate and angel investing into high growth businesses. All with the idea in mind that life is an adventure, meant to be lived to the fullest. His quest is to help one million people around the world achieve a life of financial freedom.
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Aging isn't easy. Make sure your complete well-being is handled with a community and information that can make it easier and FUN. Aging needs humor, which you can find in the "Aging ain't for Sissies" Podcast, along with informational guests that give us the information we need.
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A podcast inviting business owners from all circles of life, discussing their story, their pitfalls and successes, to be able to help motivate you and inspire you to be happier, healthier and wealthier. We will discuss highs and lows, turning negatives into positives and ‘nothing off the table’ value in our discussions with our guests from business and all walks of life.
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The Zero Hour

S. Christine Chapman and Marc L. Fierz

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As we navigate life, we have so many critical zero hour moments in our lives. Zero hours lead to unexpected and pivotal journeys that inevitably change the course of our lives. The Zero Hour Podcast is about those moments, experiences and journeys they initiate for us. Our zero hours open us up to new opportunities and experiences, no matter who we are.
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Connor Miller, Chief Investment Officer for Capital Investment Advisors, joins Wes to review the week’s essential financial headlines. They analyze the Dow ending the session above 43,000 for the first time, how US Retail Sales seem to imply that the US Consumer is strong, the most recent bank earnings analysis, and new 401(k) limits. Finally, they…
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In this episode of "From Adversity to Abundance," host Jamie Bateman welcomes Chris Davenport, a seasoned entrepreneur, business coach, and mentor known for his impactful insights on overcoming obstacles in the world of entrepreneurship. With years of experience in real estate and team development, Chris has transformed the lives of many by empower…
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In this insightful episode, Tatiana Tsoir shares her unique perspective on financial productivity, drawing from her experiences growing up in Belarus and her career as an accountant in the US. She challenges conventional notions of success, emphasizing the importance of balancing work with personal fulfillment and discussing how true productivity o…
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#479 How I Gained 15 Hours Back Per Week By Breaking Through the Efficiency Trap ----- Time is the only thing you can’t scale— so why not manage it like your top asset? You can’t make more hours in the day, but you can hack the ones you have. How? Tune in as I reveal time management hacks that’ll make you the master of your minutes. In this 2-part …
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People who are in a good place to retire often do things that others do not - knowingly or unknowingly. See, retirement is all about having plans in place. Proactive plans that tell you what you SHOULD do. But also REACTIVE plans that tell you what to do in case of an emergency. These REACTIVE plans are what you rely on when one of your proactive p…
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Wes is joined in the studio by Connor Miller, Chief Investment Officer for Capital Investment Advisors. They review the underperforming jobs report. They deliberate the cumulative effect of inflation and how that might usher in negative vibes despite encouraging CPI numbers. They explore the Wall Street Journal’s article about the global decline in…
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Charlie Leichtweis is the founder of Experts in How LLC, a business consultancy focused on family businesses and helping them create successful legacies. With over 40 years of experience, Charlie has served as a C-suite executive, advisor, and board member for numerous family-owned businesses. He is also the author of two books, 'The Power of Respe…
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In this rerun podcast episode, Corey Peterson shares his inspiring journey from being a used car salesman to becoming a multi-millionaire real estate investor. He talks about how meeting his mother's partner, Bruce, who took them on an all-expenses-paid trip to Hawaii, changed his mindset about wealth and motivated him to turn his life around. Core…
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In this episode, TV creator and executive producer Dave Noll reveals the hard-won lessons behind his success, including the "X point" of creativity and why thinking small can lead to big wins. Noll shares candid stories from his journey in television, offering invaluable insights for anyone pursuing ambitious goals in a competitive field. Do you wa…
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#478 Creating Your Future: Bo Eason on Why Living Your Dream Starts Before You "Make It" ----- Action Plan: https://jimharshawjr.com/ACTION Free Clarity Call: https://jimharshawjr.com/APPLY From small-town farm boy to NFL and Broadway star—Bo Eason didn’t just dream; he conquered. What does a 9-year-old with a big dream, a crayon, and a piece of pa…
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Investment advisor and regular co-host Jeff Lloyd joins Wes on today’s episode of Money Matters. They delve into the week's latest news, including scary headlines and California banishing Froot Loops from school cafeterias. They dig into Q3 and explore housing challenges, such as inventory and mortgage rates. They inspect the “peak 65” stat of the …
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In this episode, Jamie Bateman dives deep into Labrador Lending's offerings designed to help investors reach financial abundance. From the Integrity Income Fund to their unique note investing mentorship program, this episode is packed with valuable insights and strategies for active and passive investors alike. Jamie also shares the inspiration beh…
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#477 The Myth of Busy: How to Be Productive Without Burning Out ----- Action Plan: https://jimharshawjr.com/ACTION Free Clarity Call: https://jimharshawjr.com/APPLY Imagine working 20% less and earning the same amount. How I learned to be effective vs being busy. Imagine working fewer hours but getting more done— sounds impossible, right? I thought…
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In this episode, Rocky Romanella, former UPS executive and author of "Tighten the Lug Nuts," shares his insights on balanced leadership. He discusses the importance of having a clear vision, understanding your purpose, and adhering to principles in both personal and professional life. Romanella also emphasizes the critical role of planning and the …
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This episode debunks the myth of multitasking, revealing its negative impact on productivity and mental focus. Explore the concepts of context switching and attention residue, and discover why single-tasking is the key to achieving your best work. Learn practical strategies to shift from juggling multiple tasks to mastering the art of sustained con…
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🎤 Welcome back to another episode of Pathways with Amber Stitt. 📊 Today we have a special guest joining us—Jessica Perez, the founder of Jessica Perez Consulting. In this insightful conversation, we dive deep into Jessica's journey as a consultant who transforms dreams into reality for startups and small businesses. 📈 We explore her passion for hel…
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In this episode of From Adversity to Abundance, hosts Jamie Bateman and Shante Duffy dive into the world of note investing, focusing on six pivotal exit strategies to turn non-performing notes into profitable opportunities. The conversation explores real-world success stories and offers valuable insights into the Labrador Lending Note Investing Men…
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In this episode of "Money Matters," hosts Wes Moss and Jeff Lloyd dive deep into the impact of the recent Federal Reserve rate cut on various asset classes, including stocks, bonds, and cash. Amid discussions on the returns in the bond market, Wes and Jeff also explore historical trends, showing how the S&P 500 often rises after Fed rate cuts, espe…
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In this eye-opening episode, sales guru Joe Pici unveils his eight non-negotiables for business growth, including the power of daily lead generation and targeted phone calls. Pici challenges conventional wisdom, advocating for personalized communication in an increasingly digital world, and shares practical strategies that have weathered even the t…
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#476 No Deposit, No Return: John Naber’s Formula for Olympic Success ----- Action Plan: https://jimharshawjr.com/ACTION Free Clarity Call: https://jimharshawjr.com/APPLY If you’re not willing to pay the price, you’re not entitled to the reward. What are you willing to give to get what you want? What if the secret to achieving your biggest dreams wa…
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Discover why relying solely on your brain's memory is a risky gamble. Learn practical strategies for capturing fleeting ideas in any situation, from driving to showering. This episode offers simple yet powerful techniques to ensure your brilliant thoughts never slip away again, boosting your productivity and creativity. Do you want to improve your …
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No one wants to pay taxes - not before retirement, and certainly not IN retirement. Today we are going to talk about Required Minimum Distributions and how to minimize the tax consequences of those RMDs. The truth about taxes in retirement is very different from what we are led to believe online… It’s very easy to feel like there is a “tax bomb” so…
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Wes is joined by CIA’s Chief Investment Officer Connor Miller on today’s episode of Money Matters. They discuss the significant news about the Fed cutting interest rates. They probe a study showing that 41% of Americans report peak stress conditions, though the misery index fell slightly from last year. They dive into a list of which university deg…
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🎙️ Welcome to another episode of Pathways with Amber Stitt! 📖 Today we have a fascinating conversation lined up with a remarkable guest, Carson Spitzke. Carson is an expert in online presence, PR, and a published author. 📧 In this episode, we'll dive deep into Carson's journey from being a young entrepreneur to mastering the art of public relations…
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In this special episode, we revisit the top 6 most popular episodes from the past year. These mini-episodes are packed with practical advice and wisdom from successful entrepreneurs who have faced various challenges and turned them into opportunities. Featured Episodes: The Compounding Effects of Intentionality with Four-Time Founder Kevin Dahlstro…
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#475 The 3-Step Method to Designing a Career You Love Featuring Stanford Design Professor Bill Burnett ----- Action Plan: https://jimharshawjr.com/ACTION Free Clarity Call: https://jimharshawjr.com/APPLY Ever wonder why 68% of people hate their jobs— and more importantly, how you can break free from that statistic? Money vs. Meaning? You can design…
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In this episode, productivity expert Mark Struczewski interviews Drewbie Wilson, creator of "Call the Damn Leads." They discuss the value of time, overcoming call reluctance, and unconventional strategies for lead generation. Drewbie challenges listeners to reassess their communication methods and offers insights on building sustainable success thr…
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Christopher Morrison is the co-founder and CEO of TeamDynamics, a groundbreaking platform that redefines team collaboration by focusing on team dynamics rather than individual personalities. With a background at leading consulting firms like McKinsey and a successful track record in tech startups, Christopher brings a wealth of experience in organi…
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In this episode, productivity coach Mark Struczewski challenges conventional wisdom about time management. He argues that understanding the "why" behind our tasks is more crucial than meticulous planning. You'll learn a fresh perspective on productivity, urging listeners to think critically about their schedules and question established practices i…
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Wes is joined by Money Matters Producer Jeff Lloyd. They delve into current events affecting Americans—U.S. inflation softening as the Federal Reserve prepares to cut interest rates, the latest mortgage figures, and how election uncertainty may be influencing the stock market. Then, they use the new iPhone 16 announcement to examine Apple’s statist…
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In this episode, our host Jamie Bateman and senior fund manager Marc Blunden dive deep into the details of the Integrity Income Fund. This fund is designed for accredited passive investors, offering a lower-risk investment backed by first lien mortgage notes on residential real estate. The discussion covers the benefits, potential risks, and unique…
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In this inspiring episode, Preston Smiles, transformational leader and author of "Spiritual Millionaire," shares his journey from struggling surf instructor to abundance coach. Preston discusses the true meaning of wealth beyond material possessions, the importance of aligning your actions with your soul's purpose, and how to cultivate a giving hea…
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#474 The Real-Life Ted Lasso: How Steve Tashjian Built High-Performance Teams from Everton to the World Cup ----- Action Plan: https://jimharshawjr.com/ACTION Free Clarity Call: https://jimharshawjr.com/APPLY Pressure exposes the weak, but it sharpens the prepared. How are you preparing today? Want to lead like Ted Lasso? Learn from the guy who did…
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In this episode, I explore four practical strategies to minimize time-wasting habits and boost productivity. Learn how to live with intention, align your work with your passions, eliminate distractions, and leverage technology to make the most of your time. Whether you're a professional looking to optimize your workday or someone aiming for persona…
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In today’s video I’m going to do my best to address what might be the most frequently asked question when hiring a financial advisor - how much should I pay? I am a Certified Financial Planner and Owner of an Independent Financial Planning Firm, and every year, we help retirees build robust retirement plans that match their life goals. Despite the …
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Americans have faced immense financial challenges in the past two-plus decades. The Dotcom Bubble sent stock prices down nearly 50% between 2000 and 2002, the Great Recession and Housing Crisis of 2007-2009 cratered stocks more than 55%, and theCOVID-19 Pandemic and shutdowns sent stocks tumbling 30% in a month’s span and led to massive inflation a…
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In this episode of "From Adversity to Abundance," host Jamie Bateman welcomes two dynamic guests, Dr. Brad Klontz and Adrian Brambila, who are co-authoring a groundbreaking book titled "Start Thinking Rich: 21 Harsh Truths to Take You from Broke to Financial Freedom." The conversation dives deep into their unique backgrounds, financial philosophies…
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In this episode, Dr. Karen Jacobson, CEO of Aligned Leadership Academy, discusses the importance of human potential in productivity and leadership. She shares valuable insights on delegation, building authentic relationships, and the impact of understanding behavioral styles in team dynamics. Dr. Jacobson emphasizes the crucial role of nurturing hu…
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#473 Why All Success Starts with Clarity and How to Get It ----- Action Plan: https://jimharshawjr.com/ACTION Free Clarity Call: https://jimharshawjr.com/APPLY You don’t need a time management hack— you need clarity. Goal-setting without clarity is running in circles. Ever feel like you're pushing 100 miles an hour but getting nowhere? Are you stuc…
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Kelly Finnell is a leading expert in Employee Stock Ownership Plans (ESOPs) with over 40 years of experience. As one of the nation’s premier ESOP consultants, Kelly has designed and executed numerous ESOPs and has shared his expertise at more than 300 conferences and meetings globally, including in London and Sydney. In 2010, Kelly authored "The ES…
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Discover five actionable strategies to overcome procrastination from Mr. Productivity. Learn how to plan your time effectively, streamline your tasks, and create personalized systems to boost your productivity. Whether you're a high performer looking to optimize your workflow or someone struggling with chronic procrastination, this episode offers p…
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On today’s episode of the Money Matters Podcast, Wes is joined by producer Jeff Lloyd. They celebrate the Army of American Productivity and workers everywhere in honor of Labor Day. They look toward Q4 by summarizing Nvidia’s recent $50 billion stock buyback, reviewing the handful of trillion-dollar companies, and inspecting a story about pent-up d…
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In this episode of the From Adversity to Abundance Podcast, Jamie Bateman and Shante Duffy delve into the realm of mortgage note investing, emphasizing the importance of benefiting from resilience and mental fitness of a mentor. They take us on a journey through the challenges and triumphs of real estate, focusing on mortgage note investing. They h…
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