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On Exit Coach Radio, Bill interviewed over 1,200 advisors, 20 min each, always relevant, offering clarity and solutions for Business and Life issues.
Episodes
Friday Aug 05, 2016
Friday Aug 05, 2016
Duncan Rolph is the Managing Director of Miracle Mile Advisors. Miracle Mile Advisors is an independent, SEC Registered Investment Advisory firm. They specialize in providing sophisticated financial plans using portfolios with low cost index funds and ETFs. As one of the fastest growing firms in the country, Miracle Mile's partners have an average of over 15 years of proven experience working with high net worth families. Duncan will be discussing the topic of how business owners can replace the cash flow from a profitable business after selling the business.
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Thursday Jul 28, 2016
Thursday Jul 28, 2016
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Monday Jul 18, 2016
Monday Jul 18, 2016
Bill Black interviews Sandy Lowengart who discusses current events and their impact on financial planning.
Our Exit Coach Network features several other Shows on a variety of topics. Go to www.ExitCoachRadio.com and click on "Exit Coach Network" under the "LISTEN" section.
Visit ExitCoachRadio.com for Audio, Videos, Books and Interactive Tools to Grow Your Business Value, Protect Your Family and Prepare for your Future Transition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio. Grow your business value by up to 71% - take a free assessment at www.BizGrowth123.com
Friday Jul 15, 2016
Friday Jul 15, 2016
Since Pat’s focus is on serving the needs of retirees and pre-retirees, he offers conservative strategies that seek to minimize risk to principal while maximizing income.His process helps each client understand how much risk is appropriate in determining the optimalasset allocation for them. This strategy has served Patrick and his clients well; his success has garnered him some of the industry's most prestigious awards. Additionally Pat has hundreds of happy clients across the state. An award winning national speaker, Pat also instructs top level executives to help them become more effective communicators. This will be an entertaining, informative and dynamic program!
Among the many challenges unique to today's generation of working parents trying to save for retirement is the fact that college tuition costs have never been higher. According to figures from the College Board, the average cost of attending a public university (including tuition, fees, room, and board) for the 2013-2014 academic year was $18,391 for in-state students and $31,701 for out-of-state students. For private, non-profit colleges and universities, the average was $40,917.*
So daunting are those numbers for most parents that a majority of them admit they aren't even trying to save for their children's college. In a report released recently byCertified Financial Planner (CFP) Board of Standards, Inc., more than two-thirds (69 percent) of 1,003 parents surveyed said that they have not started saving for their children's higher education because everyday living expenses have left no additional funds.**
It's a sad finding, of course, but not really surprising when you consider that those "everyday living expenses" may include not just food, housing, and utilities, but a multitude of other financial demands and predicaments that are - in many instances - unique to today's generation of working Americans.
Is it Any Wonder?
As I've noted in previous columns, some of these predicaments have arisen in just the past few years as part of the fallout from two major stock market drops since the year2000, the collapse of the housing market, and the onset of the Great Recession. In the wake of the recession, for example, many Americans were forced to refinance their mortgages. At the same time, basic middle-class living costs have gone up while incomes have stagnated. And here's the biggest irony: according to the CFP survey, nearly half of today's working parents (an estimated 48 percent) have fallen behind on their own college loans and are still struggling to pay off their student debt! So, is it really any wonder that junior's college fund has been forced way down on the priority list?
Interestingly, though,the CFP survey also indicates that among the priorities most Americans put ahead of college planning, the top two are: building an emergency fund and saving for retirement. That's interesting because it suggests the assumption that college planning and retirement planning need to be, or ought to be, separate things, which is not really the case. On the contrary; people should be aware that comprehensive financial planning can enable you to meet your current needs while working toward all of your long-term goals - including college and retirement - simultaneously, and often in ways that are mutually beneficial to each goal. Conversely, separating and prioritizing long-term goals can very often cause you to miss out on opportunities to enhance or expedite the growth of your assets overall, or to protect them from unnecessary losses. This requires strategy, however, and financial planning expertise on an expert level.
Tax Breaks
To clarify that point, let's look at those CFP survey respondents who reported that they were, in fact, saving for their children's higher education. Among them, the majority (61 percent) said that they were doing so through a savings account, while 40 percent said they were using a 529 plan and 33 percent said they were using "investments." Now, these strategies may all be ideal for these individuals depending on their situations, and provided they are part of a comprehensive plan that also incorporates retirement and other long-term goals. If not, then these individuals may not be saving for college nearly as effectively as they could be. They may, for instance, be losing out on tax breaks or opportunities to maximize returns on their 529 plans and investments. Also, hopefully these parents are aware that certain investment tools undercut financial aid eligibility while others do not. That's important when you consider 56 percent of people surveyed said they were"counting on" some level of financial aid to help cover their children's college costs.
The bottom line is that with so many unprecedented financial challenges facing Americans as they plan for retirement, it's understandable that for many, the prospect of saving for college might seem too daunting to even think about. But the fact is,professional guidance and comprehensive financial planning can help you not only put the kids through school, but simultaneously prepare for a comfortable retirement marked by financial security and dependable, lifelong income.
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Wednesday Jul 13, 2016
Wednesday Jul 13, 2016
Years ago, David Heath, an Adventurer/Traveler and Photographer, set out on an adventure. Little did he know it would become his passion.
David has created a book "Burma - An Enchanted Spirit" - it's a coffee table art book that will expose you to a different pace of life.
Questions Discussed:
1. What brought you to Burma ( Myanmar)?
2. What have you learned from the people of Myanmar?
3. How has Myanmar changed in the last few years?
Contact Info:
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Monday Jul 04, 2016
Monday Jul 04, 2016
A financial professional since 2002, and a business owner and entrepreneur for the 10 years prior, I have the experience with a vast array of issues, from the simple to the complex. My team and I have credentials including securities licenses, insurance licenses and finance, business and law degrees.
Kirk has been in the financial services/ securities industry 13years.
Kirk is a student of the economy and the history and events behind the creation of our current economy. I have studied cycles and the history of how the economy grows and why it crashes. I have done a lot of work and study in the gold and silver markets.
His experience and training enables him to provide the services clients need to grow and protect their savings, and establish an income stream for life. His services range from retirement-income and safe money planning to wealth preservation and transfer to Social Security maximization. Kirk's team also includes a dedicated CPA for all tax and business related issues and an attorney for all estate planning needs. I have also added a college planning expert to give you the strategies that will save you thousands of dollars on tuition, if you qualify. My dedication to helping clients prosper has resulted in a loyal, growing clientele.
“My mission is to help American families change the way they save and invest so that they have control of their money, independence and financial freedom.”
Away from work, I enjoy being a proud father of eight children and husband to the greatest woman on earth. I love reading about economic, military and world history and being a constant student in this ever changing world we live.
This Why Gold Could KeepCrashing
Gold is in a false setting at this point due to more than one reason. It will rise out of the ashes. The first reason is that people believe that the dollar is strong and the economy is improving. I see another recession. And we see people still heading to market even though we are at all time highs. As we have seen 1999, 2006 and 07, the herd usually wants to get in at the most comfortable spot.
I see a major crash coming and Greece was just the beginning. Greece was given a bandaid. And the bandaid was like the cheapest bandaid you could buy and it was wet. So as you know when it is wet it wont stick.
So I see the writing on the wall and we should start hedging against the market and start buying gold, have more cash and move to safety. I will go one step further and say have a little extra food in the pantry.
Silver on the other hand probably wont rise with gold as much as it did the last time. I see silver pegged to production and growth and quite frankly I don't see growth.
I don't want to be doom and gloom. But all i can say is be prepared for the worst.
The pundits have sold their lies for so long that they believe their own words.
We have been sitting at the poker table too long it is time to take your winnings and run. Buy gold, food and put a little cash under the mattress.
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Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition.
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Grow your business value by up to 71% - take a free assessment atwww.BizGrowth123.com
Sunday Jul 03, 2016
Sunday Jul 03, 2016
Kate Azar is in the business of philanthropy advising and is going to talk about using strategic philanthropy to build yourbusiness and personal legacy.
Questions Answered:
1) What does the future hold for the philanthropic industry? What's new and exciting?
2) What is your biggest challenge?
3) Why does anyone need a philanthropic advisor?
Contact Info:
Website: www.socialgoodstrategies.com
Email: kate@socialgoodstrategies.com
Visit ExitCoachRadio.com for Audio, Videos, Books andInteractive Tools to
Grow Your Business Value, Protect Your Family and Prepare for your FutureTransition.
New! Get our iPhone app at the App Store - search for Exit Coach Radio
Grow your business value by up to 71% - take a free assessment atwww.BizGrowth123.com
Saturday Jun 25, 2016
Saturday Jun 25, 2016
Kathy Fettke, CEO and Founder of Real Wealth Network based in Walnut Creek, CA, an organization dedicated to helping members get the most current and cutting edge education and information they need to succeed as real estate investors. Kathy is a licensed Realtor, former mortgage broker, and an active real estate investor She was selected as one of America's"100 Most Intriguing Entrepreneurs" by Goldman Sachs at the 1st annual and now 2nd Annual Builders and Innovator's Summit.
Kathy Fettke is an active real estate investor, licensed Realtor,certified coach, and former mortgage broker. She specializes in helping people build multi-million dollar real estate portfolios through through creative finance and planning. With a passion for researching and sharing the most important facts on real estate and economics,
Kathy received her BA in Broadcast Communications from San Francisco State University and worked in the newsrooms of CNN, FOX, CTV and ABC-7. She's past-president of American Women in Radio & Television. Kathy became a certified personal coach through the Coaches Training Institute in SanRafael, California. In 2001, she took the coaching process to television and produced a cable show called "DREAM" which followed the process of 6 people going after their dreams over 90 days. Kathy noticed a theme on her Dream coaching show: most people didn't have time for their dreams when they are spending all their time at work to make money to pay the bills. Her show sponsor was a real estate expert and the segments they produced changed her life. After interviewing dozens of real estate millionaires, Kathy discovered their best strategies for creating passive income streams. She and her husband bought numerous investment properties and since then learned the highs and lows of investing that can only come from hands-on experience.
Thursday Jun 02, 2016
Thursday Jun 02, 2016
Katherine Wertheim is the President of Werth-It, a resource for business owners that want to learn how to fundraise when they serve on a non-profit board of directors.
Monday May 16, 2016
Monday May 16, 2016
Al Caicedo is President and Owner of CKS Summit Group, founded in 1996.Al’s focus and objective is to help ensure his clients are able to enjoy their lifestyle beyond the workplace and into their retirement years. He educates and enables them to come to understand, for themselves, the financial path they should follow. He has spent twenty years helping clients protect and preserve their assets. His safe money strategies helped clients save millions of dollars during the latest market collapse. Al is an asset preservation consultant and transitional planning specialist. The goals and objectives of a transitional client are more geared toward safety and risk elimination, peace of mind, developing income options and tax savings strategies, avoiding probate, and reducing or eliminating the potential for loss to a nursing home. CKS Summit Group is committed to act in the best personal and financial interest of our clients.An aging America, combined with the precarious state of Medicare and Social Security, have created a need for comprehensive retirement management that goes beyond the ability of general financial counselors. His practice focuses on addressing the distinctive financial needs of those nearing retirement and those who are already retired.
Listeners: You asked, so we found FREE solutions for 5 of your top problem areas. Text “TOOLBELT” to 44222 or click here
Saturday Apr 09, 2016
Saturday Apr 09, 2016
Rick works with the owners of successful closely held businesses, as well as other high net worth individuals and families. His clients achieve a sense of confidence because together they create a comprehensive financial plan based on their goals and objectives which assures them that taxes, expenses and creditor risks are minimized, that the desired succession plan for their business is in place, that their investment portfolio is positioned for optimal performance, and that they will leave a legacy that is both significant and meaningful.
Sunday Apr 03, 2016
Sunday Apr 03, 2016
Mahyar Ghassemian and Ghassemian Law Group focus on Business and Construction Law. Today Mahyar will talk about some new
developments in Construction law.
Text "Exitcoach" to 44222 and get a copy of 100 Words from 20 Advisors!
Friday Mar 18, 2016
Friday Mar 18, 2016
Eddie is the co-owner and the managing partner of Key Advisors Group, LLC. He graduated from York College of Pennsylvania with a degree in Economics and Finance. In 1998, Eddie began a successful career in financial planning. He started Key Advisors Group, LLC in 2000 with his business partner. Since then, Eddie has qualified for the prestigious MDRT, Court of the Table, and Top of the Table honors* each year. Eddie focuses on retirement and estate planning strategies for his clients, specializing in money management. He works with local CPAs and attorneys implementing tax saving strategies to help clients protect their hard earned assets from unnecessary taxation. He is also a member of the local Chamber of Commerce and The National Association of Insurance and Financial Advisors.
Sunday Mar 13, 2016
Sunday Mar 13, 2016
Michael Eastham is the founding principal of Fellowship Financial Group in Altamonte Springs, Florida. Mr. Eastham has been involved in financial services for over twenty five years. He is an active member of the American Institute of CPA's and has earned their Personal Financial Specialist (PFS) designation.
Monday Mar 07, 2016
Monday Mar 07, 2016
Wednesday Dec 09, 2015
Wednesday Dec 09, 2015
As a Family Physician, Dr. Jerry Kornfeld is primarily concerned with keeping his audiences as current as possible with the latest medical information.
Monday Dec 07, 2015
Monday Dec 07, 2015
Having presented over five hundred public seminars educating the local retirement and pre-retirement community on a range of monetary issues, Mr. R. Jeffrey Small, grew up in Brevard County and has been working with retirees and their families for almost 30 years. A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, is not just an appropriate acronym for his rising firm but rather an economic philosophy based on years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors and recently completed the requirements to become an Investment Advisor Representative. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association.
Friday Apr 17, 2015
Friday Apr 17, 2015
Host: Bill Black. Kris De La Pena discusses retirement, purchasing power, and the importance of hedging your portfolio with the rising cost of living. Audio library: www.ExitCoachRadio.com. New content daily - check back often!
Sunday Feb 15, 2015
Sunday Feb 15, 2015
Huston discusses his nonprofit foundation that is creating the world's first sci fi museum that also teaches film and real science and space. It's an important endeavor and you can help by visiting www.hollywoodscifi.org
We upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!
Tuesday Feb 03, 2015
Tuesday Feb 03, 2015
Bill Black, Host of the Exit Coach Radio Show, conducts this interview.
Guest; David Scranton, CEO and Founder of "Sound Income Strategies"
Sound Income Strategies was founded as a Registered Investment Advisory firm by David Scranton (CLU, ChFC, CFP®, CFA, MSFS) and is fully licensed and accredited by the U.S. Securities and Exchange Commission. With a central office in New York City, Sound Income Strategies serves clients nationwide, and is comprised of a team of investment management specialists with advanced training, expertise and experience with income based investment strategies.
Questions discussed:
1) Are you concerned about the effect on bonds that a rise in interest rates could cause?
2) What do you see interest rates doing in 2015?
3) How could the stock market be affected this year?
Contact David at www.soundincomestrategies.com
We upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!
Tuesday Jan 13, 2015
Tuesday Jan 13, 2015
Audrianne Adams-Lee discusses new changes in 2015 that effect California Employers.
We upload new interviews and tips every day! Share this episode with your friends and be sure to check out our episodes on iTunes!
Saturday Dec 27, 2014
Saturday Dec 27, 2014
Steve Smith shares ideas and tips for growing your business value on the Ultimate Business Owner Show with Steve Beatty.
Friday Dec 26, 2014
Friday Dec 26, 2014
Steve Smith Shows valuable tips on how to grow your business on the Value Up Radio Show with Dan Whittaker
Tuesday Dec 09, 2014
Tuesday Dec 09, 2014
Kingsley Grant has a great story and asks a very interesting question -- "Are you comfortably miserable?" He discusses how he helps people define and decide on how to maximize their lives with a simple philosophy - "No Jump, No Glory!"
Do you want to work on your business but you don't know where to start? Visit www.ExitCoachRaio.com and click on "Get My Sellability Score" under the "ACT" section. It's free and it will help you understand where you need to work to make your business more valuable.
Saturday Dec 06, 2014
Saturday Dec 06, 2014
Julia is a health and transformation Coach who helps people bring a sense of adventure and curiosity to a major life change. Listen t her story and her approach to life -- it's fascinating!
Friday Dec 05, 2014
Friday Dec 05, 2014
Maura Sweeney is in the business of inspiring people to live happy - from the inside out. In this 20 minute interview she talks about exiting our comfort zones in order to create midlife (or Third Act) careers that are filled with purpose and fun.
Check back daily to hear more tips, ideas and precautions from top Advisors, Authors and Thought Leaders!
Thursday Dec 04, 2014
Thursday Dec 04, 2014
Arthur Lipper is a world renowned financier, author, inventor and philanthropist. Here he discusses the mechanics of funding start-up ventures in exchange for a share of Revenues instead of a share of Profits.
The interview was conducted as a result of our coverage of the Global Entrepreneurship Alternative Funding Program, which took place on 11/231/2014 in Los Angeles.
Wednesday Dec 03, 2014
Wednesday Dec 03, 2014
John Dade discusses his experience with alternative investments such as managed futures.
Tuesday Dec 02, 2014
Tuesday Dec 02, 2014
Listen to Swami Tirtha with an open mind. For the past 40 years he has been a breakthrough expert and is the author of "The Hip Guru's Guide." Here he describes the catalyst that led him from being over-worked and over-stressed to helping business owners and their families and employees to reduce stress and boost creativity. He offers Natural tips for Health, Wealth, peace and Joy.
Monday Dec 01, 2014
Monday Dec 01, 2014
Sunday Nov 30, 2014
Sunday Nov 30, 2014
Friday Nov 28, 2014
Friday Nov 28, 2014
Host: Bill Black Audio Library: www.ExitCoachRadio.com
Thursday Nov 27, 2014
Thursday Nov 27, 2014
Joe Siecinski is an Action Coach, and has been helping business owners recapture time and increase profits for years. Listen to his tips, ideas and precautions to learn how.
Wednesday Nov 26, 2014
Wednesday Nov 26, 2014
Host: Bill Black Audio Library: www.ExitCoachRadio.com
Tuesday Nov 25, 2014
Tuesday Nov 25, 2014
Tony Arnold shares his extensive wisdom and tips in this interview with Steve Beatty about how to look at your role in your business and prepare for the ultimate day when you will sell it.
Monday Nov 24, 2014
Monday Nov 24, 2014
Sunday Nov 23, 2014
Sunday Nov 23, 2014
Host: Bill Black Audio Library: www.ExitCoachRadio.com
Friday Nov 21, 2014
Friday Nov 21, 2014
Rene Hollebrandse of Action Coach discusses his tips and ideas to help you grow your business and enjoy your life.
We update new content every day, so please check back often!
Thursday Nov 20, 2014
Thursday Nov 20, 2014
Larry Bell joins us with another unique solution that he has developed.
We upload new content daily, so check back often!
Wednesday Nov 19, 2014
Tuesday Nov 18, 2014
Monday Nov 17, 2014
Saturday Nov 15, 2014
Saturday Nov 15, 2014
John Soricelli Jr. comments on local real estate trends and provides tips you can use.
We upload new content daily. Visit our Audio Library for tips and interviews from over 300 Advisors, Authors and Thought Leaders on 30+ topics at www.ExitCoachRadio.com
Friday Nov 14, 2014
Friday Nov 14, 2014
Host: Bill Black Audio Library: www.ExitCoachRadio.com
Thursday Nov 13, 2014
Thursday Nov 13, 2014
Host: Steve Beatty Audio Library:
Wednesday Nov 12, 2014
Wednesday Nov 12, 2014
Host: Bill Black Audio Library: www.ExitCoachRadio.com
Friday Oct 31, 2014
Friday Oct 31, 2014
Tuesday Oct 28, 2014
Tuesday Oct 28, 2014
Host: Bill Black. Audio library: www.ExitCoachRadio.com.
Monday Oct 27, 2014
Monday Oct 27, 2014
Host: Bill Black. Kim Curtin discusses the differences between wants and needs when it comes to success.
Sunday Oct 26, 2014
Sunday Oct 26, 2014
Host: Bill Black. Larry Bell discusses group term life insurance, and the benefits of turning it into a tax planning tool.