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PODCAST

Gary Wilson – Retired by Age 40 with Real Estate Investing

Gary Wilson – Retired by Age 40 with Real Estate Investing

Imagine retiring by age 40 but wishing you would have taken action earlier so you could have retired by age 30.  My next guest has been investing in real estate most of his professional working career.  We walk through the circumstances that put him on this path at a...

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Clayton Allen – Day Trading is not for the Faint of Heart

Clayton Allen – Day Trading is not for the Faint of Heart

Have you ever thought about day trading stocks?  Those who know me understand that I’m not a fan of trading.  It’s high risk and over 90% of people lose money doing it.  In most cases, you’re better off going to the Casino.  At least they’ll serve you free drinks...

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Nicholas Hinrichsen – Auto Industry Tech Entrepreneur

Nicholas Hinrichsen – Auto Industry Tech Entrepreneur

My next guest co-founded a company called Carlypso after graduating from Stanford Business School in 2013.   He went through YCombinator (same startup accelerator as AirBnb, DoorDash, Stripe, Reddit etc).  He Raised a total of $10M in venture funding by 2015 and sold...

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Zach Jensen – Amazon Account Management

Zach Jensen – Amazon Account Management

My next guest is a young entrepreneur who found a niche in the Amazon account management space.  He helps Amazon sellers achieve more freedom by managing their supply chain and customer service.  Although his business is a service business, he’s applied his...

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Dwaine Clarke – Commercial Real Estate

Dwaine Clarke – Commercial Real Estate

Have you ever thought about owning real estate?  How about owning real estate where your tenant signs a contract for 5, 10, and sometimes 15 years?  The thought of having a low risk and long term tenant is pretty much a dream in this space.  But check this out… My...

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Anthony Colarusso – Sales as a Service + Real Estate

Anthony Colarusso – Sales as a Service + Real Estate

My next guest took his background in supply chain and applied it to sales processes.  He created a highly scalable service business that generates leads for other organizations.  He talks about a very conservative approach to starting a business in the beginning but...

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Paul Neuberger – Insurance + Cold Call Coaching

Paul Neuberger – Insurance + Cold Call Coaching

Cold calling. I don’t know about you, but I don’t exactly roll out of bed with motivation to cold call.  As for our next guest, it’s not only something he loves, but something he’s great at.  He first discovered the craft in college and by the time he graduated, he...

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Ashley Altum – Accounting as a Service

Ashley Altum – Accounting as a Service

Ashley Altum achieved the dream of helping build and sell a business at a relatively young age. She then took the profits of that sale and invested in another business that unfortunately ended up being a pretty big failure. After losing a lot of money and feeling down...

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Curtis May – Insurance and Financial Services

Curtis May – Insurance and Financial Services

Curtis May is an insurance and financial services professional with over 20+ years experience.  On the surface, insurance isn't exactly a glamorous business model but it's a necessity!  It's also a recurring revenue model.  If you want to become an entrepreneur, this...

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Want to Earn 15% – 50% Consistent Annual Returns In the Stock Market?

Answer 6 Quick Questions (It’ll take you less than 60 seconds) and I’ll give you a personalized Step-by-Step guide on how to make 15% – 50% in the market.

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TOP STOCK PICKS

Top Stock Pick – AMC (AMC Entertainment Holdings, Inc)

Top Stock Pick – AMC (AMC Entertainment Holdings, Inc)

Stock Review of the DayStock:  AMC (AMC Entertainment Holdings)Summary:  OVERPRICED Score:  5/20MOS: 0%Share Price:  $2.95Sticker Price:  $0 Is AMC (AMC Entertainment Holdings) a good investment? AMC, originally named American Multi-Cinema, was founded in 1920 and is...

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Top Stock Pick – SHOP (Shopify, Inc.)

Top Stock Pick – SHOP (Shopify, Inc.)

Stock Review of the DayStock:  SHOP (Shopify)Summary:  ON SALE Score:  13/20MOS:  63%Share Price:  $1,106Sticker Price:  $2,997 Is SHOP (Shopify) a good investment? Shopify is a Canadian multinational e-commerce company headquartered in Ottawa, Ontario.  They were...

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Top Stock Pick – CRM (Salesforce.com, Inc)

Top Stock Pick – CRM (Salesforce.com, Inc)

Stock Review of the DayStock:  CRM (Salesforce)Summary:  ON SALE Score:  16/20MOS:  88%Share Price:  $252Sticker Price:  $2,197 Is CRM (Salesforce) a good investment? CRM is the largest and most well known cloud based CRM (Customer Relations Management) software...

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Top Stock Pick – PCTY (Paylocity Holdings)

Top Stock Pick – PCTY (Paylocity Holdings)

Stock Review of the DayStock:  PCTY (Paylocity)Summary:  ON SALE Score:  13/20MOS:  99%Share Price:  $162Sticker Price:  $45,201 Is PCTY (Paylocity) a good investment? PCTY is a cloud-based payroll and human resources software company.  They were founded in 1997 and...

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Top Stock Pick – CROX (Crocs Incorporated)

Top Stock Pick – CROX (Crocs Incorporated)

Stock Review of the DayStock: CROX (Crocs)Summary: ON SALE Score: 12/20MOS: 79%Share Price: $42Sticker Price: $209 Is CROX (Crocs) a good investment? Crocs was founded in 2002 and is based out of Niwot, CO. The shoe was originally developed as a boating shoe. The...

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Top Stock Pick – AAPL (Apple Inc) – Stock Split

Top Stock Pick – AAPL (Apple Inc) – Stock Split

Stock Review of the Day Stock: AAPL (Apple) Summary: OVERPRICED Score: 10/20 MOS: -111% Share Price: $131 Sticker Price: $62 AAPL and TSLA stock splits are all over the news. The Question is, which stock split should we pay attention to most? This analysis breaks down...

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Top Stocks Review – PGR (Progressive)

Top Stocks Review – PGR (Progressive)

Stock Review of the Day Stock: PGR (Progressive) Summary: ON SALE Score: 17/20 MOS: 76% Share Price: $91 Sticker Price: $392 Progressive is one of the largest auto insurance companies in the US. They also sell homeowners insurance, specialty insurance (motorcycles,...

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Top Stocks Review – NVAX (Novavax)

Top Stocks Review – NVAX (Novavax)

Stock Review of the Day Stock: NVAX (Novavax) Summary: OVERPRICED Score: 2/20 MOS: 0% Share Price: $173 Sticker Price: $0 Novavax is a small vaccine development company headquartered in Gaithersburg, MD, with additional facilities in Rockville, Maryland and Uppsala,...

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Top Stocks Review – SSNC (SS&C Technologies Holdings)

Top Stocks Review – SSNC (SS&C Technologies Holdings)

Stock Review of the Day Stock: SSNC (SS&C Technologies Holdings) Summary: ON SALE Score: 14/20 MOS: 97% Share Price: $60 Sticker Price: $2,125 SSNC is a FinTech (Financial Tech) company headquartered in Windsor, CT that creates SaaS (Software as a Service)...

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FINANCIAL PLANNING

We offer financial planning services where we provide the EDUCATION + TOOLS to help you achieve your financial goals.

✔ Best long-term investment strategies

✔ How to invest $10,000

✔ Which is best for me?  Mutual Funds, Index Funds, or ETFs.

✔ Roth IRA vs Traditional IRA

✔ How to remove debt WITHOUT giving up the “fun” in life

✔ Best online brokerage for you (and how to set it up)

✔ How to invest $100,000 (Safely)

✔ How to earn between 15% and 50% in the stock market

✔ How to invest with confidence and peace-of-mind

✔ How to improve your credit score

✔ How to invest your first $1,000

✔ How to create a budget (and stick to it)

✔ How to calculate when you will retire

✔ How to retire early (step-by-step guide)

✔ How to save for a large purchase (house, child’s education, etc)