Leafy Podcast
Episode 23 Mark Willis Says Fire Your Banker and Become Your Own Financial Guru!

Episode 23 Mark Willis Says Fire Your Banker and Become Your Own Financial Guru!

December 6, 2019

In this episode, Leafy is joined by Mark Willis, Certified Financial Planner and owner of Lake Growth Financial Services and co-host of Not Your Average Financial Podcast. Mark had the most amazing advice for all of us today that will save our sanity and help us understand more about our finances.   Mark tells us not to prioritize someone else’s capital over our own capital, meaning, don’t always put your car loan or credit cards or student loan first, think about investing and saving at the same time you are paying off debt. He also advises to educate yourself, learn from the best, and become your own guru. You will become your own greatest asset if you do so and won’t have to chase ‘the next shiny thing’ in the investment world.  Mark’s last piece of advice, at the end of the show, will increase real estate yields without marketing risks, access cash from your policy as a line of credit for family vacations, real estate purchases, etc. within any state in the U.S. with no restrictions and prohibited actions. Listen in to learn more!

To find out more about Mark Willis, visit  http://growmorewealth.com/ and https://lakegrowth.com/

Episode 22 Part 2: Insurance with Offshore Trusts with Rocky Reidel

Episode 22 Part 2: Insurance with Offshore Trusts with Rocky Reidel

December 4, 2019

In Part 2 of Rocky’s interview, Rocky tells us about the many benefits of holding insurance in foreign countries.  The advantages of overseas insurance policies are that they are less regulated, offer greater and more unique coverage than what the U.S. government would allow for domestic insurance policies. Other advantages are being able to distribute the payouts to another generation without going through probate and having the extra benefit of guarding against recession or other unforeseeable events in the U.S. that could jeopardize an insurance policy. Rocky explains that some of these insurance policies can become very complex when coupled with international trusts and require the assistance of CPAs, Attorneys and other professionals to create and manage these funds.

For questions and to find out more about Rocky, visit https://www.reidellawfirm.com/

Episode 22 Part 1: Offshore Trusts with Attorney Rocky Reidel

Episode 22 Part 1: Offshore Trusts with Attorney Rocky Reidel

December 2, 2019

This week on Leafy, learn the steps to create an offshore trust. Rocky Reidel, a business and international trade attorney out of Galveston, Texas, tells us how to keep ownership and management of offshore trusts and the legal ins and outs of these foreign trusts. Rocky discusses which foreign entities cooperative most with the U.S., where reporting requirements for any assets have stricter laws and what qualifies as a domestic or overseas trust.  Rocky goes over the main reasons you would need an offshore trust (to pass on wealth, minimize taxes and control your assets).  Rocky has some great insight for anyone thinking about investing in foreign trusts.

For questions and to find out more about Rocky, visit https://www.reidellawfirm.com/

Episode 21: How to be Authentic in Your Branding with Anne Sugar

Episode 21: How to be Authentic in Your Branding with Anne Sugar

November 29, 2019

In this episode, Leafy talks to executive coach and speaker Anne Sugar, who gives us practical and actionable tips on understanding our audience and branding ourselves. Anne has coached and lectured at both Harvard Business School and MIT and advised top leaders at TripAdvisor and Havas, to name a few. Anne tells us that we have to ‘flex to our audience’ so that they understand what we are trying to sell. Remember to keep it simple and use who you are and what is important from a values perspective. You have to be authentic. People are influenced by stories, so defining and practicing your story is important. Know your audience, do they like data? Do they like storytelling? Once you know what interests your audience, structure your story so that it will peak their interest. Anne also tells us to be authentic; being completely flawless can come off as unauthentic, over-practiced and sometimes robotic. That is when you are not in the movement in the meeting and can completely lose your audience.

For more tips from Anne Sugar, visit http://annesugar.com/ and https://www.linkedin.com/in/anne-sugar-064564/.

Interested in Investing and want to set yourself up for success? Visit us at http://leafylegalservices.com

Episode 20: Start a Business, Buy a Business, and Sell a Business with David C. Barnett

Episode 20: Start a Business, Buy a Business, and Sell a Business with David C. Barnett

November 25, 2019

Leafy had the pleasure of talking with David C. Barnett, an author, speaker and private transaction adviser that helps people around the world who are buying or selling businesses. David has helped so many people over the years buy and sell businesses and has learned that buying a business instead of starting a business is an easier way to go.  If a business already has cash-flow and just needs an adjustment in marketing or operations that is much easier than having to start a business ground up. Also, David tells us that franchises often have too many hands in the cookie jar, so to speak, and can be tricky with the language used in contracts that can potentially become a really bad deal. Listen in to the whole episode for more great tips and advice.  

Find more about David C. Barnett at http://www.investlocalbook.com/ and David’s book at            https://www.amazon.com.au/dp/B07XVMC6YY

Interested in Investing and want to set yourself up for success? Visit us at http://leafylegalservices.com

Episode 19: Spiral Dynamics with Natasha Todorovic-Cowan

Episode 19: Spiral Dynamics with Natasha Todorovic-Cowan

November 22, 2019

In this episode, Leafy talks to Co-Founder of NVC Consulting, Natasha Todorovic-Cowan, about Spiral Dynamics and the tools, programs and consulting services designed to help leaders understand and navigate tough “people problems”. What is Spiral Dynamics? Natasha explains that it is a practical, evidence-based approach to the human hurdles of organizational, leadership and professional development and change. Put more precisely, Spiral Dynamics helps leaders understand and resolve problems caused by world views, ways of thinking and environmental misalignment within their companies. NVC Consulting makes sure that their clients are aligned within their company and with their target market and clientele.  NVC Consulting’s programs help recognize the ‘Why? What? Who? and How?’ questions within a company and often saves their clients millions of dollars once these questions are properly addressed. Natasha goes further to say that by leaning in and experiencing the feelings and content of what you are providing your clients, you can understand their excitement and find the value in the content that you deliver.

To learn more about NVC Consulting visit  https://spiraldynamics.org/

Interested in Investing and want to set yourself up for success? Visit us at http://leafylegalservices.com

Episode 18 Debbie Bloyd Tells Us the Truth about Reverse Mortgages

Episode 18 Debbie Bloyd Tells Us the Truth about Reverse Mortgages

November 18, 2019

Today Leafy is joined by Debbie Bloyd, CEO of DLB Financial Services.  Debbie has helped clients from across the country create wealth and peace of mind in the investment, mortgage and insurance industry for over 20 years. She is also the radio host for her show Money Strategies with Debbie. In this episode, Debbie helps us understand the ‘ins and outs’ of reverse mortgages. She explains that every state has a slightly different requirement, but for the most part, you must be 62 years old and a home owner. This mortgage loan is through the FHA and is a great option for retirement aged people who have unexpected expenses (i.e. medical) and are running through their IRA, pension, 401K, retirement savings.  Within this particular loan, there are no payments involved, except for your monthly mortgage insurance payment and your taxes.  The house is always still in your name and when you pass on, your heirs still get the money out of the house when they go to sell it. If you should unfortunately pass with a balance on the mortgage, the FHA takes the remainder of the loan because you have been paying insurance on the loan the entire time. This is a very interesting and information packed episode that you will want to listen to for your parents and yourself to consider a reverse mortgage.

To find out more about Debbie Bloyd, visit http://www.moneystrategieswithdebbie.com

Interested in Investing and want to set yourself up for success? Visit us at http://leafylegalservices.com

Episode 17: Build an Ethical, Inclusive, and Resilient Entrepreneur Community with Jarie Bolander

Episode 17: Build an Ethical, Inclusive, and Resilient Entrepreneur Community with Jarie Bolander

November 15, 2019

This week, Leafy had the pleasure of interviewing expert guest Jarie Bolander, who has 20 years of experience bringing innovative products to market and now helps professional athletes, startups and nonprofits in a full service PR and marketing firm. Jarie has a gift of helping startups tell better stories about their technology. He helps make better sense of the technology and can explain it so that anyone can understand. He tells us that whoever can tell the better story will get the customers. Jarie’s first steps when meeting with his clients is to find their ‘why’ and their ‘what’, what is their gift? Jarie goes on to tell us some great insights from his book The Entrepreneur Ethos: How to Build a More Ethical, Inclusive, and Resilient Entrepreneur and says that without entrepreneurs, the world’s greatest innovations would never have been made.  That’s why he wants to make sure that the entrepreneur community encourages inclusive and ethical behavior so that it can remain resilient to the challenges of the 21st century.

To find Jarie’s book visit: https://www.amazon.com/ENTREPRENEUR-ETHOS-Inclusive-Resilient-Entrepreneur-ebook/dp/B075NYXRLP/

Episode 16:  How to Break into the High End Real Estate Market with Jane Bond

Episode 16: How to Break into the High End Real Estate Market with Jane Bond

November 11, 2019

Leafy was delighted to talk with Principal of The Bond/Bright Group, Jane Bond.  Jane brings an extensive and eclectic background in finance, entertainment, interior design, international travel, coaching, podcasting and luxury real estate to our audience this week. With such a wide variety of experience in so many different fields, we could literally ask Jane just about anything, but in this interview, we wanted to know -  how do you break into the high-end real estate market? To that, Jane answered, you don’t break in, you grow into that market. You have to educate yourself and understand your clientele.  Understand who you are catering to and make sure to always be “on” and present yourself as successful to your perspective clients.  Know the market, know the surrounding areas, understand what your client avatar is looking for, whether it be a secondary home, investment property, etc.  Jane’s lasting piece of advice is that if you see it works for your customer, why shouldn’t it work for you?  Always make sure to invest your own money into what is working well for your clients. Don’t forget about yourself. 

To learn more about Jane and her Million Dollar Listing Unlocked Coaching Course, visit: http://www.thebondbrightgroup.com/mdl-unlocked-course-coaching

Watch Now:
Episode 15: Marco Santarelli and The Top 10 Rules for Successful Real Estate Investing

Episode 15: Marco Santarelli and The Top 10 Rules for Successful Real Estate Investing

November 8, 2019

Leafy had an amazing opportunity to sit down with the President and Founder of Norada Real Estate Investments and Host of the Passive Real Estate Investing Podcast, Marco Santarelli. Marco imparted his vast wisdom of real estate investing with 10 great tips for successful real estate investors. Marco explains why real estate is the ideal investment for leveraging and a vehicle to apply your investment capital. Marco states that if you are investing prudently for cash flow, the best deals might be outside of your local market, so be Market Agnostic. He also explains that you need to take a macro/top down approach and ask questions about the area you’re investing in, not just about your potential property. Marco goes on to advise that you should surround yourself with the right group of people, including a professional property managers, which will save you from burnout and make you more likely to succeed. Listen in for all of Marco’s tips to success in passive real estate investing.

Find out more about Marco Santarelli and to download his FREE guide to real estate investing go to:

https://www.passiverealestateinvesting.com/

http://www.noradarealestate.com/

 

Interested in Investing and want to set yourself up for success? Visit us at http://leafylegalservices.com