Financial Strategies offentlig
[search 0]
Mer
Download the App!
show episodes
 
Welcome to Uncommon Cents, your go-to podcast for financial education and retirement planning. Hosted by Erik Bowman of Bowman Financial Strategies in Englewood, Colorado, this series offers clear explanations, honest advice, and expert guidance to help you navigate the complexities of financial planning. Tune in for the latest commentary on investment, retirement, and insurance topics and trends. Discover the 80/20 Retirement Formula, focusing on three key areas: Clear Explanations, Honest ...
  continue reading
 
Artwork

1
Financial Strategies Group, Inc.

Financial Strategies Group, Inc

Unsubscribe
Unsubscribe
Månedlig
 
Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
  continue reading
 
Are you a financial professional struggling with your marketing? Do you want to find ways to simplify your marketing? Ready to learn how to integrate marketing into your everyday life? In this podcast, I’m keeping it real about the ups and downs of this entrepreneurial rollercoaster while giving you marketing strategies, ways to humanize your brand content through storytelling, and work-life integration tips that will help you on your entrepreneurial journey. I’m Bianca Smith, the founder of ...
  continue reading
 
Ahoy there, wealth seekers! I'm your captain on this thrilling voyage through the uncharted waters of wealth creation, personal finance mastery, and transformative investing – Derek, host of "Wealth Whisper." Forget confusing charts and dry financial lingo; this podcast is your treasure map to a future overflowing with gold. Each episode is a treasure chest brimming with: Budgeting booty: Uncover hidden treasure in your daily expenses and unleash the power of strategic saving. Wealth-buildin ...
  continue reading
 
Pursuing your dreams should be center stage in your life! Lifestyle entrepreneur and financial strategist Murray Miller will bring you money strategies to empower you to making your passion to live a life of abundance and financial freedom a reality! Murray gives you permission to dream again and pursue your passion through uplifting and inspirational stories from him and his family along with amazing guests! You will learn practical strategies that you can implement to break free from tradi ...
  continue reading
 
Loading …
show series
 
If you find yourself newly single, it can be an incredibly difficult time emotionally. Add in the major financial changes that happen during this transition and it becomes overwhelming for anyone to try to navigate on their own. Today, ​we ​are ​going ​to ​be ​talking ​about ​three ​things ​that ​a ​divorcee or widow can do to get a hold on their f…
  continue reading
 
This week, I’m sharing my experience attending FinCon 2024—a conference for financial creators in Atlanta, Georgia. From connecting with like-minded professionals to reflecting on my goals as a financial marketer, this episode gives you a behind-the-scenes look at my first in-person conference experience. In this episode, I chat about: Why I Attend…
  continue reading
 
Send us a text Can you truly understand the magic of compounding and what it means for your financial future? This episode promises to unravel the intricate dance between money and psychology, inspired by the insights from the YouTube video "The Psychology of Money in 20 Minutes" by Escaping Ordinary. We dive into the idea of "financial DNA," explo…
  continue reading
 
Are you looking for ways to make the most of your retirement savings while also supporting a cause you care about? In this episode, Erik dives into the ins and outs of Qualified Charitable Distributions (QCDs), a smart financial strategy that allows retirees to fulfill required minimum distributions (RMDs) while reducing taxable income. You'll lear…
  continue reading
 
Personal branding and networking are essential tools for professionals to grow and sustain their businesses. Authenticity, storytelling, and consistency are key to building a brand that resonates with audiences and stands out in competitive industries. In this episode, I chat with Toni Brown, founder of Sky Media Group, who shares her expertise on …
  continue reading
 
Send us a text Curious about the hidden forces driving your decisions? Discover the secrets behind cognitive biases and how these mental shortcuts influence your everyday life. We'll unravel the mysteries of cognitive dissonance and the spotlight effect, exposing how they shape your perceptions and interactions. From the anchoring effect's sway ove…
  continue reading
 
Send us a text What if your deepest calling isn't a clear, singular path, but a journey shaped by your life's defining moments? Join us as we promise to unravel the surprising truths about discovering your purpose, inspired by Jeff Goins' "The Art of Work." Through captivating stories of unexpected turns and transformations, like Garrett Rushmiller…
  continue reading
 
Send us a text Unlock the secrets of financial serenity as we chat with financial expert Tay Kim about the intriguing lives of quiet millionaires. These individuals are proof that true wealth is about more than just numbers—it's about living life with purpose and intention. Discover how they navigate the world with understated elegance, making inte…
  continue reading
 
If you could save tens of thousands of dollars in taxes every year, you’d have more freedom to pursue what truly matters- whether it's travel, hobbies, or leaving a financial legacy. In this episode, Erik explains how diversifying your retirement accounts by taxability can help you do just that. By building a mix of IRAs, 401(k)s, Roth IRAs, and no…
  continue reading
 
Send us a text Ever thought leaving the corporate grind behind was the hard part of entrepreneurship? Think again. In our latest episode, we promise to transform your understanding of business finances with ten essential lessons that no one teaches in business school. From the critical importance of separating personal and business finances to navi…
  continue reading
 
Send us a text Discover how your childhood experiences might be influencing your financial decisions today. We'll explore the fascinating intersection of psychology and finance, using stories like Warren Buffett's to highlight the immense power of starting investments early and the magic of compounding. Through the unpredictable tales of Bill Gates…
  continue reading
 
I take you behind the scenes of my year-end wrap-up and share insights into how I prepare for the new year in business. If you're a business owner, especially a financial professional, this episode is packed with actionable tips on optimizing your operations, refining your marketing, and setting up for a successful year ahead. In this episode, I ch…
  continue reading
 
Send us a text What if your mind holds the secret to unlocking wealth and prosperity? Our latest podcast venture explores the intriguing intersection of psychology, personal development, and a touch of neuroscience to see if visualizing success can actually shape our reality. Join us as we navigate through the captivating concept of wealth visualiz…
  continue reading
 
Send us a text Is your mindset blocking your path to financial freedom? Discover how deeply ingrained beliefs about money might be holding you back. We explore the fascinating concept of money blocks, those subconscious barriers that prevent us from achieving financial success. Tune in as we unpack the origins of these blocks, such as the notion th…
  continue reading
 
Send us a text Prepare to embark on a financial journey like no other as we set sail with The Pirate's Guide to Slashing Expenses. Promising a treasure trove of money-saving tips, we explore how a touch of humor and a dash of daring can make managing your finances feel more like an adventurous quest than a tedious chore. Discover how negotiating bi…
  continue reading
 
What’s going on in the world of social media marketing? Social media marketing is constantly evolving, and staying up-to-date is crucial. Let’s dive into the latest updates across three major platforms: Instagram, LinkedIn, and Threads. These insights will help you understand what’s currently working on each platform and how you can use these strat…
  continue reading
 
Send us a text Ever dreamt of unlocking the secrets to financial independence? What if we told you there's no magic involved, just smart strategies to build passive income? In this episode of Pirate's Guide to Passive Income, we chart a course through the world of dividend investing, digital products, and affiliate marketing. Discover why it's not …
  continue reading
 
Send us a text Unlock the blueprint to transforming your unique insights into a personal brand that not only resonates but also generates income. Wealth Whispers unveils how your distinct experiences and skills can become your most valuable asset in the 21st-century digital landscape. We dissect what personal branding truly entails and why it's the…
  continue reading
 
Send us a text Unlock the secrets of Treasure Island investing and discover how to uncover hidden gems with explosive potential that are overlooked by the masses. Imagine venturing into uncharted territories of the investment world, where competition is low but the possibility of high returns is abundant. Join us as we explore emerging niches like …
  continue reading
 
Do you want to know how you as an entrepreneur can find work-life harmony for increased joy and profitability? In this episode, I sit down with Simone Little. Simone shares her insights on blending personal and business goals, the importance of creating systems, and how to prevent burnout, particularly for financial professionals heading into busy …
  continue reading
 
Send us a text Unlock the secrets of wealth creation with insights from the habits and mindsets of self-made millionaires. Ever wondered how 88% of millionaires have crafted their fortunes independently? This episode uncovers the transformative power of the millionaire mindset, where challenges morph into opportunities and persistence becomes the k…
  continue reading
 
Send us a text What if the key to becoming a millionaire was hidden in the ordinary routines of everyday people? Get ready to be inspired by the incredible tales of unexpected wealth builders like a frugal school janitor and a barista with a knack for dog walking. These are not stories of overnight success, but of patience, consistency, and clever …
  continue reading
 
What if your clients could see the real person behind the spreadsheets—what difference would that make in building trust? As a financial professional, how often do you share your personal journey or success stories with your clients? And when was the last time you thought about how your own story could help potential clients relate to you and choos…
  continue reading
 
Don’t wait until you’re overwhelmed to outsource your marketing. Invest the time now to ensure your marketing is not just surviving but thriving during peak seasons. In this episode of the Simplified Marketing Podcast, I discuss the importance of outsourcing your marketing strategy well ahead of your financial firm's busy season. In this episode, I…
  continue reading
 
Send us a text What if the secret to your success lies in the power of your thoughts? Discover the groundbreaking principles of Napoleon Hill's "Think and Grow Rich" as we unravel how thoughts, intense desire, and unyielding persistence can turn your aspirations into reality. This episode will guide you through Hill's six-step roadmap to success an…
  continue reading
 
Send us a text Unlock the secrets of your financial DNA and transform the way you think about money. How do our experiences and the time we grew up in shape our financial habits? We unravel these mysteries as we explore the psychology of money, drawing insights from the eye-opening video by Escaping Ordinary. Discover how the powerful forces of com…
  continue reading
 
What is SEO? What does it mean? How does it work? How do you use SEO in your marketing? Learn how to Simplify Your Marketing with SEO. In this episode, I sit down with Stephanie, an SEO copywriter and founder of Brandscended. She helps small businesses connect with their dream clients by crafting high-quality SEO-optimized content that establishes …
  continue reading
 
I used to run a segment called Real Talk Tuesday, where I shared the raw truths of marketing in a respectful way. I believe that “you don’t know what you don’t know,” and I think it’s time we dive into a couple of topics that need addressing. In this episode of the Simplified Marketing Podcast, we dive deep into two critical topics in social media …
  continue reading
 
People talk all the time about tax efficiency in retirement, but what does that truly mean and why does it matter? It’s much more than a buzzword; it’s a vital strategy for preserving more of your money in retirement. Today we’re going to explain why tax efficiency matters, the risks of not being tax efficient, and strategies for becoming tax effic…
  continue reading
 
I share some exciting updates and a new direction for my business. After taking a 5-week break from podcasting, I reflected on the importance of listening to yourself and making the best decisions for your personal and business growth—even when it means stepping away from the hustle. I dive deep into the concept of embracing change in entrepreneurs…
  continue reading
 
Are you nearing retirement or thinking about changing jobs? One of the most common questions people face is what to do with their 401(k). Should you keep it where it is, or roll it over into an IRA? In this video, we’re going to discuss the reasons you might want to rollover your old 401k today. Here’s what we discuss in this episode: 0:00 – Intro …
  continue reading
 
One of the most common questions we get is about Social Security and whether it’s going to run out. If you only read headlines, it seems to be a valid concern. But what’s the reality of the situation and how does it impact you when it’s time to file for Social Security? Here’s what we discuss in this episode: 0:00 – Intro 1:43 – 2024 Trustees Repor…
  continue reading
 
Send us a text How would your financial life change if every dollar you spent aligned perfectly with your true values and long-term goals? Tune into the Wealth Whisperer Podcast as we explore the transformative power of mindful spending. Discover how being intentionally present in your financial decisions can drastically improve your financial heal…
  continue reading
 
Recent rule changes have made it more crucial than ever to understand the tax implications and distribution timelines associated with inherited IRAs. Listen in as Erik and Ben break down the latest IRS rule changes affecting inherited IRAs, including the newly condensed 10-year distribution timeline. They explore the implications of these rules for…
  continue reading
 
Send us a text Unlock the potential of your financial future as we explore the millionaire mindset with Dr. Jane Smith. Discover how traits like resilience, strategic risk-taking, and long-term vision can shape your wealth-building journey and align with your deepest values. Wealth isn't simply about numbers; it's a reflection of character and perc…
  continue reading
 
August is here and so is vacation time. During this episode, I discuss my plans to take a break in August from my business and marketing. I share my strategy for maintaining a minimal marketing presence and how to make the most of a summer hiatus. In this episode, I chat about: Importance of Taking a Break Scheduled Breaks Content Strategy for Augu…
  continue reading
 
Send us a text Imagine achieving financial freedom decades ahead of the traditional retirement age. Are you ready to learn the secrets to making this dream a reality? In our latest episode of Wealth Whisper, we embark on a transformative journey into the realm of Financial Independence and Early Retirement (FIRE). Discover how high savings rates, f…
  continue reading
 
Many business owners underestimate the power of email marketing. They often rely solely on social media to promote their businesses. But social media shouldn't be the only marketing channel you use. In this episode, I chat with Shannon Vonderach about all things email marketing and its essential role in business success. Join us as we explore the j…
  continue reading
 
Send us a text What happens when life's unexpected turns throw your financial plans into disarray? Picture this: you and your partner are cruising along comfortably, then suddenly, a major financial setback hits. How do you cope? During this episode of the Wealth Whisperer podcast, we promise to arm you with indispensable strategies to navigate the…
  continue reading
 
Send us a text Ever wondered why some people seem to attract wealth effortlessly while others struggle despite their hard work? Discover the transformative power of shifting from a scarcity mindset to one of abundance and learn how this mental shift can pave the way for unprecedented financial opportunities. Join me, Derek Gornicky, the Wealth Whis…
  continue reading
 
Let’s talk about a critical aspect of your marketing strategy: diversification. Unlike a single-channel marketing strategy where you focus on one channel, such as social media, a diversified marketing strategy uses multiple ways of reaching potential clients. For example, you might use social media AND email marketing. In this episode, I dive into …
  continue reading
 
Video marketing is a powerful tool for financial professionals looking to enhance their marketing strategies. It allows you to showcase your expertise, personality, and business to a broader audience, making it a vital tool for connecting with clients outside your time zone or local community. In today’s episode, my guest, Erika Jones shares her ex…
  continue reading
 
Send us a text Embark on a transformative journey with us as we reveal the secrets to unlocking a wealth mindset and the actionable steps to amass true riches. Ever wonder how some people seem to have a money magnet embedded within them? That's the power of mindset at work, and in today's episode, we're getting into the nitty-gritty of how yours co…
  continue reading
 
As financial professionals, your days are often filled with client work and if you haven’t outsourced your marketing then marketing your business and all the other things we have to do as business hours. This is why simplifying your schedule and having dedicated theme days and time blocking can reduce the overwhelm you may feel. In today’s episode,…
  continue reading
 
Imagine walking into a chaotic bookstore where books are strewn everywhere with no clear organization. Frustrating, right? You'd probably leave without finding the book you wanted. Now, picture walking into a cozy, well-organized bookstore where books are neatly categorized by genre and author, making it easy to find what you need and enjoy your vi…
  continue reading
 
Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water. Whether it’s procrastination, fear of market crashes, or misunderstanding Social Security…
  continue reading
 
Retirement planning doesn’t have to be overwhelmingly complicated. It certainly doesn’t have to be as complicated as some people make it. So, in today’s episode, we’ll talk about the beauty of straightforward financial planning. Here’s what we discuss in this episode: 0:00 – Intro 0:46 – The 80/20 retirement formula 2:26 – How financial planning ge…
  continue reading
 
It’s easy to want to reduce your marketing this summer and just sit by the beach or pool all day. But stopping your marketing can be a big mistake. Even during the busiest seasons, or the lazy days of summer, nurturing your audience is crucial. Think of it like tending to a garden. Just as plants need regular care, so does your marketing. If neglec…
  continue reading
 
Welcome back to Uncommon Cents, where Eric Bowman of Bowman Financial Strategies brings clarity to the world of financial planning. We're back with a revamped version of the show on YouTube and all your favorite podcast streaming platforms. We have a lot of exciting content coming your way- but first, let’s get to know your host! Here’s some of wha…
  continue reading
 
Marketing doesn’t have to be a separate chore. It can be seamlessly woven into your day-to-day life. Find what works best for you and embrace the freedom and creativity that entrepreneurship offers. In today’s episode, I’ll explore the concept of work/life integration and how blending your business and personal life can lead to a more fulfilling an…
  continue reading
 
Loading …

Hurtigreferanseguide

Copyright 2024 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett