Living A Richer Life By Design

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 6:37:09
  • Mais informações

Informações:

Sinopse

At Accelerated Wealth, we believe a truly rich life entails much more than financial prosperity. It means crafting a life with purpose and intention. Our guests come from a variety of backgrounds with diverse professional expertise, yet they all have one thing in common: an aspiration to live a richer life by design. Join us for the Living a Richer Life by Design podcast as we discuss a variety of subjects including fulfilling relationships, vibrant health, community engagement, social impact and of course, stewardship of your finances.

Episódios

  • What Shape Is Your Health In?

    14/08/2018 Duração: 30min

    On today’s show we will be talking to Dr. Todd and Linda Frisch, founders of SHAPE ReClaimed, about “ReClaiming” your life. During this episode you’ll hear: Todd explains what SHAPE ReClaimed is and how it is effecting people’s health and well being. What caused him to create SHAPE ReClaimed. The inspiration to retire from his practice to create SHAPE. What makes SHAPE ReClaimed different from other wellness programs. Future Goals for the SHAPE ReClaimed program.

  • Transforming Lives to Find Their Inner Peace

    01/08/2018 Duração: 28min

    IN THIS EPISODE: On today’s show we will be talking to Justin Ross who is the President of Accelerated Wealth, CEO of Younify Consulting, and the Chairman of Heartwork, a non-profit organization, and the Chairman of enReturn Ministries. During this episode you’ll hear: How Justin creates a work/ life/ ministry balance What he does to find respite to renew and recharge to be able to pour his life out How he began Heartwork The impact enReturn has had in others’ lives How he found his place in the world of finance and business consulting Actions listeners can to live a life of influence and impact RESOURCES: Justin Ross began his career as a professional baseball player, having been drafted in June of 1998 by the Anaheim Angels. He was an award-winning college baseball player at The University of Tennessee, still in the Top 10 for many UT school records. During his time as a professional and college athlete, Justin became passionate about discovering and teaching the differences between healthy high-producing

  • Working to Reverse Trends of Poverty & Racism in St. Louis

    25/07/2018 Duração: 34min

    IN THIS EPISODE: On today’s show we will be talking to Lucas Rouggly the Founder and CEO of LOVEtheLou, a nonprofit dedicated to creating a movement of restoration, working to reverse the negative trends of poverty and racism, in the City of St. Louis. During this episode you’ll hear: How LOVEtheLou got started Various programs that LOVEtheLou have developed The vision for LOVEtheLou Ways volunteers of LOVEtheLou are making a difference Stories of the lives that have been impacted by LOVEtheLOU RESOURCES: Lucas and Alana Rouggly moved to North St. Louis with their family 8 years ago.  Their immediate goal was to show simple actions of love to neighbors and this quickly became the heartbeat of newly formed non-profit called LOVEtheLOU.  Over the years, thousands of STL dwellers joined in this movement to bring about restoration to one of the least desirable places to live in our great city.  Lucas is driven by a passion to see our city relationally unified.  His faith in Jesus continually comes up in convers

  • Unlock the Exponential Value of Your Business

    17/07/2018 Duração: 29min

    On today’s show we will be talking to Scott Snider, VP of the Exit Planning Institute. Scott is a sought—after speaker and is recognized as a thought leader and trendsetter in the field of value acceleration and exit planning for business owners. During this episode you’ll hear: Scott share his personal knowledge of value acceleration and exit planning. What’s changed the most about the Exit Planning business in the last 5 years. Exciting opportunities that business owners face right now as they are building their businesses in today’s marketplace. How business owners differentiate themselves from other businesses in the eyes of the “buyer” when they are ready to sell their business. 11 actions that an owner must take to rapidly grow value and unlock wealth. Obstacles business owners face that may keep them from reaching a successful exit. RESOURCES: Scott Snider, VP of the Exit Planning Institute. Scott also is the Operating Partner at Snider Premier Growth, Inc. a private investment firm which has equity

  • Intentional Legacy – How Will You Be Remembered?

    13/07/2018 Duração: 32min

    Join Jonathan Krueger as he interviews Doug Copeland who is a founding member and principal of COPELAND, THOMPSON, and JEEP. IN THIS EPISODE: On today’s show we will be talking about the trends in Estate Planning. I’d like to welcome our guest Doug Copeland who is a founding member and principal of COPELAND, THOMPSON, and JEEP. During this episode you’ll hear: The most prominent issues currently affecting estate planning. Does everyone need a trust and/or a will? Other important documents everyone should have. What joint ownership with a child or children means for an estate plan. The role of life insurance in a plan. What role charitable giving plays. RESOURCES: Douglas A. Copeland is a founding member of the firm.  He primarily practices in the fields of education law, estate planning, probate and trust administration, commercial real estate transactions and corporate/business law. Mr. Copeland currently serves as general counsel to the Webster Groves School District, Missouri Baptist University and Misso

  • Contingency Planning In Your Retirement

    26/06/2018 Duração: 31min

    Join Jonathan Krueger as he interviews Jim Sandidge, principal of The Sandidge Group, LLC. IN THIS EPISODE: On today’s show we will be talking to Jim Sandidge, a principal of The Sandidge Group, LLC. Jim is a published author and thought leader in the industry. During this episode you’ll hear: What inspired Jim to write the abstract, “Adaptive Distribution Theory.” Jim’s journey of writing the abstract. Present challenges retirees face today and what issues may concern them. Investor Psychology: What’s the worst that can happen? The 4M’s that retirees want in light of the Adaptive Distribution: -- Maximize current cash flow -- Maintain their standard of living -- Minimize cash-flow risk -- Minimize principal erosion How managing the accumulation of wealth is far different from the management of the distribution of wealth. RESOURCES:  After graduating from Western Kentucky University with Honors in History, Jim Sandidge obtained his Law Degree and Master’s Degree in Business from the University of Denver.

  • Turning Intangible Assets Into Giving Resources

    19/06/2018 Duração: 22min

    On today’s show we will be talking to Steve Bowman, founder of Global Charity Systems, a For Profit company committed to converting intangible “technical assets into giving resources.” During this episode you’ll hear: Changes that have created an opportunity to convert intangible “technical assets” into giving resources. Advantages of blockchain technology that lends to this opportunity over existing infrastructure. How the average personal computer is under-utilized compute space. Global Charity Systems and how it was founded. How Global Charity Systems can be utilized by non-profit institutions or individuals. What action you can take to convert intangible “technical assets” into giving resources with GCS. RESOURCES: Steve has an extensive history helping cross-industry clients apply the appropriate technology to achieve business results, having led several successful technology sales team expansions in his roles as vice president of sales Bowman, his wife Suzy and their three children live in St. Charles

  • Seeking Wealth Preservation & Planning After Tax Reform

    05/06/2018 Duração: 26min

    Join Jonathan Krueger as he interviews Aaron Hodari the Managing Director of Schechter Wealth Management about the impact of advanced life insurance planning. IN THIS EPISODE: On today’s show we will be talking to Aaron Hodari the Managing Director of Schechter Wealth Management about the impact of advanced life insurance planning.  During this episode you’ll hear:  Whether life insurance should be considered its own asset class. The first step in identifying the right insurance. What anomalies Aaron’s team has found in the market. When you should consider a premium finance option. The pro’s and con’s of using a premium finance solution without a wealth management team. How Private Placement Life Insurance policies are being designed and who should be aware of them. The tax efficiencies of building an investment portfolio with life insurance. RESOURCES:  Aaron Hodari, CFP, CIMA, is a Managing Director of Schechter Wealth. Aaron Hodari works with high net worth individuals, families, business owners, and the

  • Living On Known Returns

    29/05/2018 Duração: 25min

    Join Jonathan Krueger as he interviews Tim Kneen, Founder of Lumina Consulting. IN THIS EPISODE: On today’s show we will be talking to Tim Kneen, Founder of Lumina Consulting. During this episode you’ll hear: How the financial services industry has struggled to develop innovative retirement-income solutions. What Adaptive Wealth Management means. The recurring theme and the key to retirement-income solutions. Adaptive distribution ideas utilized in the market environment we see today. Why during the distribution or income stage of one’s financial life should they NOT over-focus on inflation. How the market correction impacts someone in retirement and how AWM works to mitigate these types of corrections. Fees, fees and more about fees.

  • The Healthcare Puzzle

    21/05/2018 Duração: 25min

    Join Jonathan Krueger as he interviews Josiah Allis, the CEO and founder of Design Health. IN THIS EPISODE: On today's show Jonathan Krueger talks with Josiah Allis, the CEO and founder of Design Health, a company that is focused on a solution to help small and medium sized businesses, provide affordable and defined contribution and health plan options to their employees. During this episode you’ll hear: Josiah has read the entire Health Care Reform act cover to cover and he shares well informed insights from it How the law affects most business owners and real- world implications from executing on the new legislation How these changes affect the consumers pocketbook Josiah answers the tough questions; Which insurance policies to go with? or What's the best plan? Will self-pay be the best or having higher deductibles? What are the advantages of self-insuring and what is the best way to do that? RESOURCES: Josiah Allis is President and Co-Founder of Design Health, a solution that helps small to medium size b

  • 2017 Tax Reform

    21/05/2018 Duração: 30min

    Join Jonathan Krueger as he interviews Dave Sabino, the founder and CEO of Sabino and Company, a full-service CPA firm specializing in tax planning, compliance, all forms of consulting from part time CFO to Quick Books assistance. IN THIS EPISODE: On today's show Jonathan Krueger will be talking to Dave Sabino, the founder and CEO of Sabino and Company. During this episode you’ll hear: Jonathon and Rick share how the dynamic of working with their wives impacts their business A deep dive into 2017 tax reform The impact that retirees should consider for this years’ tax planning How the 2017 Tax Reform impacts business owners? Planning out what strategy and positioning of assets should be taken this year based on the changes The importance of working with a CPA and tax attorney Myths and Misconceptions around the impact of tax reform RESOURCES: David F. Sabino David F. Sabino, CPA is founder of the public accounting firm Sabino & Company LLC. Beginning his career at Ernst & Young in 1981, Dave's profes

  • The Story Behind Unconventional Business

    15/05/2018 Duração: 20min

    Join Jonathan Krueger and as he interviews Rick Boxx, the founder and CEO of Integrity Resource Center, a nonprofit dedicated to training and equipping leaders to do business God's way. IN THIS EPISODE: On today's show Jonathan Krueger will be talking to Rick Boxx about the story being unconventional business.  During this episode you’ll hear: Rick shares his commitment to helping people gain awareness around using the Bible in practical ways to do business. A deep dive into the five keys to growing a business God’s way. Hear Rick's insight on doing business as a ministry in today’s marketplace. How a founder grew a 3 billion dollar high tech company by allowing his priority of spending time with God guide his business growth strategy. The importance of feeling a sense of purpose associated with your job or your business. RESOURCES:  Rick Boxx is the President and Founder of Unconventional Business Network. In addition to his more than 10 years in the nonprofit world he has experience as a management consul

  • An Interview with Bill Walton, CEO of Accelerated Wealth

    15/05/2018 Duração: 27min

    Join Jonathan Krueger and as he interviews Bill Walton the CEO of Accelerated Wealth.  IN THIS EPISODE: On today's show Jonathan Krueger will be talking to Bill Walton about doing business as a ministry. During this episode you’ll hear: How Bill’s background in attending Seminary and as a youth pastor has paralleled the growth of his business. The inspiration behind starting a wealth management firm when the market was bottoming out. Hear Bill’s insight on doing business as a ministry in today’s marketplace. Three key principle beliefs of biblical finance and business. The importance of providing wisdom instead of creating fear when you approach finance and business. Resources: As Founder and CEO of Accelerated Wealth, a nationwide wealth strategy firm, and having started and grown many successful businesses, Bill has a strong passion for teaching others on how to succeed in their financial journey. Bill is a sought after speaker, on topics ranging from business development to retirement strategies. He spea

  • Why We Do What We Do

    11/05/2018 Duração: 31min

    Join Jonathan Krueger and co-host Jason Ingram for the very first Living a Richer Life by Design podcast.  IN THIS EPISODE: On today's show Jonathan Krueger and co-host Jason Ingram will be introducing Accelerated Wealth and giving insights and background as to how they became partners and founded Accelerated Wealth in St. Louis. During this episode you’ll hear: Jason’s background as well as what drew Jason and Jonathan together to partnering Points of success Jason has achieved along his entrepreneurial path How Jonathan and Jason’s personal experiences lend to the work they do through Accelerated Wealth How they serve and work with their clients primary concerns and benchmarking their goals Their mission to dedicate themselves to creating a positive change in our community The 3 values that they bring to the service they provide RESOURCES: Jonathan Krueger In the fall of 2012, Jonathan Krueger joined Accelerated Wealth with a vision of creating a truly exceptional experience for his clients. Since 2000, J