In this episode, Bill talks with the Author, Entrepreneur, Coach, and Founder of The Achademy, Chad Johnson. They have an insightful conversation about relationships, abundance, and finding happiness. Chad also shares his Giant 5 priorities, which makes his life more fulfilling every day because success is all about building relationships and achieving balance in life.   Chad Johnson is a third-generation entrepreneur who had several successful careers before returning to the family business and lifting it to an exponentially higher level of success. But as happy as he is about creating a powerful, engaged, self-managing team, he ultimately sees business as “a tool for having an extraordinary life and rich relationships.”   Chad is the “Chief Inspiration Officer” of Ceramic Decorating Company, a 95-person firm in California that screen-prints premium labels on glass for craft beer, wine, and cosmetic products. Chad’s grandfather started the business with his brother in 1934, and his father and uncle carried it on for another generation.   Connect with Chad at: Website: theachademy.com newlywedcoaching.com marriagemaximizer.com   Grab a copy of Chad’s book: howtowinaheart.com   Show notes: [1:48] Diving deeper into his book: How to Win A Heart [5:25] How he manages his relationships and his five priorities [6:59] His faith [7:22] His wife [8:46] His kids [9:21] His health [10:30] His business [13:13] Saying no to create abundance and eliminate scarcity? [16:27] Transforming scarcity into abundance [23:09] On firing the people who are not a right fit in his life [26:31] What does money mean to Chad? [29:16] The G5 Summit [30:17] Outro   Connect with Bill Bloom  Web: www.bloomfinancialco.com https://bloomfinancialco.kartra.com/page/bNJ87 Email: [email protected]  LinkedIn: www.linkedin.com/in/bloomfinancial FB: facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In today’s episode, Bill talks with Speaker, Author, Coach, and CEO of Bluefish, Steve Sims, about making things happen through pure passion. They also talk about how he started doing his speakeasies and how the pandemic changed his personal and entrepreneurial life. So if you’re looking for more motivation to do the things you are passionate about, this episode is it.   Quoted as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine, Steve Sims is a best-selling Author with "BLUEFISHING - The Art of Making Things Happen," sought-after consultant and a speaker at a variety of networks, groups, and associations as well as the Pentagon and Harvard - twice!   As the founder of Bluefish, one of the top personal concierge services, and an expert marketer within the luxury industry, Steve has been quoted in various publications & TV, including the Wall Street Journal, Forbes, London's Sunday Times, South China Morning Post, and many more.   Want to sing with your favorite rock star, be serenaded by Andre Bocelli, walk the red carpet at A-List Oscar parties, get married in the Vatican, Dive to the wreck of the Titanic - these are just a few highlights of what Steve has been asked to provide for his clients.   He makes the impossible - possible, after all, he is quoted as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine.   An entrepreneur in the truest sense of the word, Steve is well regarded within the luxury world for his innovation and down-to-earth personality. Known for his honesty, integrity, and doing things "his way," Steve creates experiences for his clients that they could never have imagined being possible.   Connect with Steve: Website: www.stevedsims.com LinkedIn: www.linkedin.com/in/stevedsims IG: @stevedsims FB: facebook.com/groups/stevedsims   Listen to his podcast: stevedsims.com/podcast Show notes: [2:11] What did the pandemic do for Steve? [5:02] On closing three businesses at the same time [10:54] Keeping it simple and having fun while creating value for their clients [16:55] Testing his credibility by having speakeasies [27:14] The most common issues the entrepreneurs who go to his speakeasy has [35:39] The largest cheque he has ever received through his connections [37:18] What does money mean to Steve? [40:21] Where to find Steve   Connect with Bill Bloom  Web: www.bloomfinancialco.com https://bloomfinancialco.kartra.com/page/bNJ87 Email: [email protected]  LinkedIn: www.linkedin.com/in/bloomfinancial FB: facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In this episode, Bill speaks with the Co-founder and CMO of Be The Stage and Co-Host of the B2B Community Builder Show podcast. They dive deeper into relationships and their importance to Pablo. Moreover, they also talked about how changes in his relationships have played a big part in his business's success.    Pablo Gonzalez is obsessed with the human connection. He’s used this expertise on the subject to manage a 120 person, $15M construction business at 25, build various young professional groups for charities, and be named a Latino Leader of the Future by Latino Leaders Magazine and a Top 20 Under 40 for Brickell Magazine.   He’s now a professional speaker and the founder and Chief Executive Connector at Connect With Pablo, a content marketing and community creation agency, proving that community creation is the future of business development.   More than anything, he’s dying to be your friend.   Connect with Pablo at: Website: bethestage.live LinkedIn: www.linkedin.com/in/pablotheconnector   Listen to his podcast: B2B Community Builder Show (formerly Chief Executive Connector)   Show notes: [2:20] Why are relationships so important to Pablo? [5:59] On his childhood and the part it played in his success today [9:18] Using relationships as a cornerstone for his business [13:52] Video and podcast for building relationships [16:38] Embracing collaborations [19:30] Taking time to learn [23:33] The changes in his relationships because of his growth [29:28] What does money mean to Pablo? [30:21] Where to find more of Pablo?     Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: [email protected]  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators.   David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave’s practice remains focused on estate planning, asset protection, and elder law.   Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor’s Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc.   In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country.   Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002.   Dave’s first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.   Connect with Dave at: Website: https://eplawcenter.com/ https://www.lawyerswithpurpose.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/ Show notes: [1:54] What is Guidr and how did it come to be? [12:15] How has Dave’s mindset changed from a collaboration standpoint? [19:08] More will come back to you if you focus on other people [22:21] The Digitization of Law [26:58] What’s changed and what’s in the future for estate planning? [37:38] Where to find more of Dave?     Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: [email protected]  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In this episode, Bill invited Entrepreneur, Content Marketing Manager, and one of the pioneers in the Content Creation industry, Yakup Özkardes-Cheung. They talked about his journey in the industry, the projects he’s currently working on, and the importance of giving value to people so you can receive value as well.   Yakup started as a journalist and worked for different newspapers, TV stations, magazines, and online platforms, especially as a digital editor. As Content Marketing Manager, he created digital products and helped companies with their monetization models. This is why he started his own business and supported small and medium enterprises with their content strategy.   Connect with Yakup at: Website: www.contentmentoring.com LinkedIn: https://www.linkedin.com/in/yakup-%C3%B6zkardes-cheung-b40b3864/   Show notes: [1:53] How he got started in the content creation industry [4:14] What is Content Marketing? [5:54] What is the future for Content Marketing? [11:15] Going on a live broadcast [13:31] On the publication he’s working on [15:06] The importance of giving value to people [20:46] What does money mean to Yakup? [22:35] Where to find Yakup?   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: [email protected]  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In today’s episode, Bill talks with a good friend, three-time Olympian, Speaker, and Author, Devon Harris, about how and where he started, setting big goals, and developing the right mindset. Devon also shares how he accomplished goal after goal and still pushes for his dream to inspire others to reach for theirs by speaking about his life and journey on stage.   Born on Christmas Day, 1964, Devon Harris was raised in the violent ghetto environment of Olympic Gardens in Kingston, Jamaica. The greatest gift he ever received was the belief that a positive attitude and a never say die philosophy would carry him farther than a sense of injustice and a heart filled with anger.  Devon Harris graduated from the prestigious Royal Military Academy Sandhurst in England and received a Queen’s Commission in December 1985, and served in the Jamaica Defense Force officer corps until December 1992 when he retired as a Captain.   Encouraged by his commanding officer, Devon tried out for and was selected to the first Jamaican bobsled team. The team competed in the 1988 Olympic Games in Calgary, Canada, and their exploits inspired the Disney blockbuster movie Cool Runnings.   The Keep On Pushing Foundation, which he founded in 2006, aims to support and enhance the education of kids in disadvantaged communities by providing practical solutions to the challenges that are preventing them from getting educated.   Through the Keep On Pushing Foundation, Devon also works with Right to Play as an athlete ambassador. He supports Right to Play’s efforts in using sport and play in refugee camps around the world to enhance child development and build community capacity.   Connect with Devon at: Website: www.devonharris.com LinkedIn: linkedin.com/in/keynotespeakerdevonharris FB: facebook.com/keeppushing IG: @Keeponpushing88 Twitter: @Keeponpushing88 His e-books: www.devonharris.com/e-books His free e-course: www.devonharris.com/courses/goals-made-easy Grab a copy: www.devonharris.com/goal-setting     Show notes: [2:54] How Devon got focused on his life and accomplished so much [5:25] How he became an olympian [7:41] Developing mindset resilience [10:24] Rising and becoming an athlete [12:56] On watching the movie about him [14:25] Telling his story on-stage and his e-book [19:41] Importance of setting big goals [23:45] Where to find Devon     Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: [email protected]  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

If you’re dipping your toes in investor waters for the first time, you’re probably unsure what to do and when to do things an investor does. So for today’s Money Monday episode, Bill shares what he tells his clients and what he personally does when the stock market goes down 10, 15, 20 percent.    Show notes: [1:49] Rule of thumb for the first 10% down [3:15] For the next 5%... 20%... [3:52] Your humanitarian head and investor head don’t always go hand-in-hand [5:45] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: [email protected]  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In today’s episode, Bill is joined by Chiropractor and Owner of Victory Chiropractic Anthony Vuckovich. They talked about his life as an entrepreneur and doctor, and the impact he is making in the world through his mission to help other people live pain-free life. It’s an excellent episode, so make sure you tune in. Dr. Vuckovich has been serving the Frankfort area community since 2014 and is committed to providing quality care with life-changing results. He has a passion for health/fitness and wants to enable as many people to live an active, pain-free life as possible. Dr. Vuckovich shares his passion with his wife, Megan. She is a local Junior High physical education and health teacher. They live in Frankfort with their 2-year-old daughter Victoria and newborn son Kent. Dr. Vuckovich graduated from Lincoln-Way East in 2004. After Lincoln-Way he attended Bradley University in Peoria, IL. There he received a Bachelor of Science with a focus on Sport and Exercise Psychology. As a collegiate cheerleader at Bradley, he sustained an injury that resulted in his arm's loss of function. It was this experience that introduced him to chiropractic. Dr. Vuckovich received his Doctorate of Chiropractic from Palmer Chiropractic College in 2014 from the Davenport, IA campus. He has specialized training in advanced soft tissue mobilization, Graston Technique, IASTM, Trigger Point Dry Needling, and Physiotherapy. Connect with Anthony at: Website: www.victorychiros.com IG: @dr.vuckovich_d.c FB: facebook.com/anthony.vuckovich.92 Show notes: [1:46] Did Anthony think he’d become an entrepreneur as a kid? [6:58] Showing up to make a change in life [10:31] How he feels about making the big impact he has [12:48] His advice for people who want to live the life they want [16:05] Is the stress worth it for Anthony? [18:54] How Anthony stay grounded and focused on his family [24:51] Entrepreneurs and what they do [26:28] What does money mean to Anthony? [27:58] Where to find Anthony [28:49] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: [email protected]  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In this episode, Bill shares what you can do with your money and why he thinks now is a good buying opportunity amidst what is going on with Russia and Ukraine. Whether you’re a pro at investing, an amateur or you just want to try and dip your toes into the investments world—this episode is for you.   Show notes: [1:47] Russia, Ukraine, and what to do with your money [4:51] A good buying opportunities [5:40] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: [email protected]  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Years ago, threatened by change, people said computers would have a mind of their own and one day replace people in terms of employment. That was the fear. In this episode, Bill chats with the CEO and Founder of Teammate AI, Evan Ryan, all about artificial intelligence, how it’s taking over the world today, and how it will affect the human lifespan and future.   Evan Ryan is the founder of Teammate AI, helping entrepreneurs scale their businesses using artificial intelligence. Teammate has launched and powered businesses such as Lede AI and ContentX, which use AI to write, edit, and publish content—all without human intervention.   Over the past five years, Teammate has helped hundreds of businesses save millions of hours by using AI in everything from small tasks to complex, multi-day processes. Evan spends most of his time showing entrepreneurs how to save time with AI and designing solutions that help teams stop being human computers and start creating bigger, more dynamic value. Learn more at TeammateAI.com.   Connect with Evan at: Website: www.teammateai.com LinkedIn: https://www.linkedin.com/in/evan-ryan-866479ba/   Grab a copy of his book, AI as Your Teammate: Electrify Growth without Increasing Payroll at: https://www.amazon.com/AI-Your-Teammate-Electrify-Increasing/dp/154452630X   Show notes: [1:52] Evan on meeting people in the industry [3:22] What’s going on in the world of AI? [7:03] What does the future look like for AI [8:45] The role of AI in the world today [13:56] AI and the human lifespan [17:11] Evan on his mentors [19:12] What does money mean to Evan? [20:49] Where to find Evan [22:37] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: [email protected]  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.