Info

Wealthy Wellthy Podcast

Let’s get to the truth of the matter. Can you live without money? Or your body? Yet, how tough is it to find time (and good help) for managing wealth or wellth?! Let’s make it infinitely easier to care for these 2 essentials of a rich life. Let’s cut through misguided, popular beliefs to get straight to the unconventional, bleeding-edge truths. You don’t have to waste any more time on your quest for the good life. Introducing Wealthy Wellthy™ Where the good life starts.
RSS Feed
Wealthy Wellthy Podcast
2024
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
February


Categories

All Episodes
Archives
Categories
Now displaying: September, 2020
Sep 25, 2020

Are your financial books dirty, or are they clean and organized? Chances are you are abdicating your business’s financial responsibilities. The big myth around doing accounting for your business is that it has to be hard and confusing. Instead of giving all of your power away to your CPA, you should be partners with them. 

Knowing where your cash is flowing is the greatest way to know where you are needlessly spending. With that extra money,  you could do something such as hiring an assistant. Discover how to better support yourself so you can better support your business. Your books tell a story-- and we talk about how to reframe those narratives to the affirmative.

Mercedes Gomez is a Wealthy Wellthy Certified Money Coach. She is a CPA based in Florida and serves clients across the world. Mercedes is originally from Lima, Peru and now lives in Boca Raton, Florida. She has Bachelors and Masters Degrees in Accounting. After 10 years of working in various accounting and consulting jobs across private and public companies, Mercedes decided to quit the comfort of a paycheck and start her own company in an effort to reconnect with true passion and mental health.

Some of the topics you will learn about:

  • What are Dirty Books?
  • Why Organized Books Are Key
  • What The Common Mistakes Are
  • Do Your Books Give You Anxiety?
  • Finding a CPA
  • Why Abdicating Your Finances Is Not The Answer
  • How To Find Money Left On The Table
  • Gamifying Your Finances
  • Learning Where To Cut Costs
  • Income Statements
  • Cost Of Services Sold
  • Operational Services
  • Net Income Or Net Loss
  • Balance Sheets
  • Wise Money Bookkeeping & Consulting
Sep 18, 2020

Have you ever wondered what it would be like to be a spy? I dreamed about being a spy growing up and have been fascinated by that world ever since. 

 

How does that knowledge transfer over to the business world you might ask? It comes down to knowing your surroundings and doing your research. 

 

The skills that you need to learn to be a spy will get you out of your comfort zone. They help teach you the subtle art of persuasion and deal-making. You learn how to take calculated risks, mitigate the fallout, and cut through everyday noise to focus intently. 

 

Our guest today is Jason Hanson,  a former CIA operative turned business entrepreneur. He founded  Spy Escape & Evasion in 2010. Jason won a deal on ABC’s hit reality series, Shark Tank, and he’s a New York Times Best Selling Author with his book Spy Secrets That Can Save Your Life. He lives on“Spy Ranch,” a 320-acre facility where he teaches spy skills like Evasive Driving, Pistol, and Rifle Shooting, Intelligence Operations, Cyber Security, and more. Jason has a new book out called Survive Like a Spy.. Jason has been featured on The NBC Today Show, Dateline, Rachael Ray, Fox & Friends, Forbes, NPR, and The Huffington Post among others.

 

Here are some the intriguing topics we talk about:

  • How to Build Rapport
  • Benefits of Doing Deep Research
  • The Art Of Persuasion
  • The Entrepreneur Mindset
  • Strategic Alliances
  • Mental Triggers
  • Playing The Long Game
  • SADR Cycle (Spotting Accessing Developing Recruiting)
  • Boundaries
  • Cyber Security

Enjoy This Episode With Jason Hanson!

Sep 11, 2020

Do you value your freedom? It seems like for so long, I took for granted our civil liberties. I ignored the politics game until I woke up to this reality. Have you heard of shadow banning before? The major social media platforms have been censoring the information we see for a while. They have a narrative they want you to see, and if your narrative is different, they manipulate what shows up on news feeds and search engines. 

 

This is something our guest this week An0maly has experienced first hand. He talks about how this has affected his livelihood. This is not a one-off event; it is anyone that refuses to conform to the narrative pushed by the mainstream media.

 

Our guest in this episode goes by the name An0maly. He speaks at schools, universities & events worldwide. He is a self-made hip-hop artist & news analyst with 250 million video views without a manager, label, or significant news publication. An0maly saw the lack of representation and the spread of misinformation, so he decided to take a stand. An0maly started as a hip-hop artist, spoken word poet & a DJ. He’s well equipped to perform any set from a stadium concert to a poetry lounge to an event conference to a classy vibe as a very rare DJ.

 

We run the gamut of topics including:

  • How to Stay Objective
  • How to Find Your Truth
  • Shadow Banning
  • The Current Political Environment
  • Similarities to Marxism and Communism
  • How he Organically Grew His Following
  • The Psychology of Freedom
  • Propaganda
  • Spoken Word Music

 

Enjoy This Episode with An0maly!

Sep 4, 2020

What do you think of when you hear retirement? It can have negative connotations and/or lead to heart palpitations for many. 

 

Instead, think of it as an exit strategy, which I think better describes moving on to your life's next adventure. The old paradigm of “retiring” is being retired itself in recent years to suit our evolving life architecture. 

 

It is never too late to start planning for your future. Sixty-two is the new forty-two as we move forward from the industrial revolution when the quality of life and life expectancy was much lower. Your wealth is your health, which I am always saying! 

 

The first step is to admit where you are currently on this financial journey. Let us help you take the next step forward with this episode.

 

Dr. Gregg Lunceford is a retirement researcher and a 25+ year veteran in the financial services industry. He is the author of the book Exit From Work, where he helps to redefine what retirement can look like when you take actionable steps in your life. Dr. Lunceford earned a BBA from Loyola University of Chicago, an MBA from Washington University in St. Louis, and a Ph.D. in Management from Case Western Reserve University in Cleveland, OH where he conducted studies on retirement. He is a Certified Financial Planner professional and holds a Certificate in Financial Planning Studies from Northwestern University. Dr. Lunceford is also a registered financial advisor with the NFL Players Association.

 

We touch on lots of topics that I resonate with, including:

  • Gregg’s philosophy on retirement
  • Mentors
  • How people are reinventing themselves after they exit
  • What is meaningful to you, as opposed to what is only productive and or expected
  • Strategies that take you to that next stage
  • Career Design
  • Lifestyle Architecture
  • Wealth, Health, Love
  • Rules of thumb such as the Rule of 72 and the 4% Rule

 

Enjoy this episode with Dr. Gregg Lunceford.

1