Over the last quarter century Damion Lupo has started and owned more than 30 different companies including an insurance agency, a precious metals firm, a venture capital company, a financial consulting firm, and more than a dozen real estate investment and development companies. He’s also the founder of Yokido ™, his own martial art and holds 3 other black belts. Damion also opened Total Control Financial in 2016 designing everything around 10X growth and 10X impact for the client, the team and shareholders.
Damion is a 5-time author and sought after financial consultant for accredited investors and business owners. Using a vast knowledge of financial markets, money psychology and pattern recognition he’s an expert at quickly diagnosing hidden financial cancers with clients and their organizations and rewiring both for success.
During This Show We Discuss…
What business owners should be doing now to ensure they have a healthy savings for retirement
The next step for someone who wants to take control of their financial retirement
When companies should consider outside investments, such as seeking seed capital
The fundamental keys to obtaining venture capital
The importance of including real estate into your portfolio
The percentage of someone’s overall investments that should be in real estate investments
How someone gets started with investing into real estate
The type of investment portfolio a business owner should have
The key to 10x growth and profits in a business
How someone can roll over a 401k or IRA into an EQRP without penalty
And much more...
John Pollock is the CEO of Financial Gravity Holdings Inc., and President of Pollock Advisory Group, Inc., a Registered Investment Advisory firm. He is a Certified Tax Coach and a Certified Wealth Strategist.
John can be heard every Saturday at 12 PM on AM 660 The Answer on the Financial Gravity Show, where he discusses tax reduction strategies for small businesses and retirees.
He has been featured in Forbes Magazine, Rep. Magazine, and the Collin County Business Press and is a frequent contributor on television (TX21, FOX4, WFAA8) and Radio (KRLD, KSKY, Tax Guys Radio Show and Financial Safari). John wrote the books The Nest Egg Cookbook – Your Recipe for a Comfortable Retirement and 10 Biggest Tax Mistakes that Cost Business Owners Thousands. He contributed to the books Secrets of a Tax Free Life, and Tax Breaks of the Rich & Famous.
John is a featured speaker at conferences around the country and has a popular YouTube Channel with over 500 videos. (http://www.youtube.com/johnpollockinc).
Hemda Mizrahi, Ed.M., M.A., uses her skills as a certified coach and licensed therapist to facilitate optimal performance and quality of life for executives and businesses. This includes supporting them in developing exit strategies and transition plans that honor their accomplishments while accounting for changing market conditions and lifestyle needs. In collaborating with clients to align their investments with their values, capabilities, and life stages, she helps to ensure the integrity of their legacies. Her work as an executive and entrepreneur coach spans the full life cycle of a business venture or career, from preparing for a successful start to making a graceful exit and launching yet another beginning. She earned masters degrees in Counseling and Organizational Psychology at Teachers College, Columbia University. She holds a Bachelors degree in Hospitality Management from Cornell University, and is trained in image consulting and mediation.
During this show we discuss:
Tools and techniques that entrepreneurs and executives can use to perform at their best
Difference in mindset you see between high and low performers
Factors that impact the performance of CEOs and business owners
Factors for identifying your personal success code
What you can do to perform at your best
Factors that are different in top performers in the actions they take?
Tips for business owners to reduce their stress and anxiety
Relaxation methods you should know about
How to handle pressure situations
Things you can do to increase their own confidence
John Bowen is a successful entrepreneur and the founder of four multi-million dollar businesses, including CEG Worldwide and AESNation.com. He is widely recognized as a leader in the financial services industry. He currently coaches hundreds of top financial advisors to serve their affluent clients even more effectively and matches successful business owners with top financial advisors for 2nd opinions. He is a podcaster and author with more than 15 books to his name and is a regular columnist for The Huffington Post and Financial Planning.
During This Show We Discuss…
How business owners become seriously wealthy while growing their businesses
Commonalities of ultra-wealthy business owners
The biggest risks business owners face that jeopardize their wealth
What smart business owners do to mitigate risks such as potential lawsuits
The best way to mitigate paying high taxes as a business owner
What business owners do to mitigate their risk of something happening to them, and the business failing as a result
The type of mentors and financial savvy people should business owners have involved with them and in their business
And much more
David Mariano is a Director with Western Reserve Partners, a middle market investment bank, and has spent most of his career working with business owners, CEOs, CFOs and Heads of Business Development as an advisor, part-owner or business leader. He is the Head of Western Reserve’s Acquisition Advisory Practice and hosts the podcast, Fully Invested. David is also the founder of Finance Career Launch, a career development platform (includes courses, private member benefits and a podcast) which helps finance professionals advance their careers through changes in position or performance improvement.