As president of Safe Harbor Retirement Planning*, Mark has served as a relentless retirement guide to thousands of individuals since 1986. The secret to his longevity has been asking the questions other advisors simply don’t ask; it allows him to make the best decisions for each client’s unique situation and ensure retirement success.
Mark is a former radio talk show host, is an author, and has become the go-to financial educator in the media. His most recent book Don’t Outlive Your Money in Retirement! 7 Key Steps, unveils the step-by-step process used to help maximize the retirement journey. Mark has been featured in the Wall Street Journal, ABC news.com, FOXNews.com, and Bloomberg Radio, as well as locally (Boston) on NECN and WRKO. He is also a multiyear recipient of Boston Magazine’s 5 Star Wealth Manager Award.
During the show we discuss:
● What’s happening now with inflation
● How disruptions in supply and demand are affecting entrepreneurs
● How long we can anticipate inflation will have a big impact
● What’s happening with social security and what can we expect
● What’s happening with the markets and what to expect in the future
● What’s happening in the real estate market and what to expect in the future
● 7 key steps to take to not outlive your money in retirement
● When is the right time to take money out of retirement
● How social security really works
● How much you can maximize the amount you get from social security when you retire
Show resources:
Do you want to learn how to use your business credit to keep growing your business? Just give me less than an hour of your time, and I’ll show you how you can use your strong business credit profile to unlock the power of advanced business vendors.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● A Rarely Discussed Benefit of Business Credit
● Practical Examples
● What Is Available
Dave Finberg is a top digital marketing expert who has been making websites since he was 9 years old. In 2015, Dave founded Peaks Digital Marketing, and has generated tens of millions of dollars in revenue for his clients. His passion is growing small, medium, and enterprise businesses with data-driven ROI-centered strategies. As a "Digital Sherpa", he helps guide clients towards the best online paths for the success of their business. To Dave, success is making an impact on other’s lives while being able to do what you love.
During the show we discuss:
● Top SEO trends for 2022
● The art of ranking on the first page of google do to your business
● How to elevate your business with SEO
● The ways to measure your business’ online performance
● The common mistakes on why isn’t a business ranking on google
● The importance of creating an SEO roadmap to guide
● How to align data & your goals for scalable success
● How to create strategic, timely & measurable ROI-driven results
● The ways to make your content more readable
● Which SEO factors are not in your control
● Tips in searching for the keywords to use
● What link building is and why it matters
Show resources:
Are you looking for credit line hybrid financing? Just give me less than an hour of your time, and I’ll show you how to get business financing with our credit line hybrid program.
If you would like to get a personal recommendation for the best business loan based on your strength, check out the Funding Blueprint Qualifier and let our team connect you with the best lender based on your strengths.
During the show we discuss:
● How to leverage good personal credit as an asset for business financing
● What to do if you don’t have good personal credit
● How to best use a credit line hybrid in your business
Kelley Cunningham, is a Life coach, motivator, and Author. The powerful energy of joy lifted her spirit to soar in spite of the fact that her family’s perfect life abruptly vanished the moment her incredible husband Jeffery, amazing dad to their three awesome kids, love at first sight-soul mate—suffered a traumatic brain injury (TBI). At the same time as his 27-month road to recovery, a series of overwhelming life circumstances and tragedies tried their hardest to suffocate her faith with fear and steal her joy through sorrow. But she fiercely fought back!
Through the course of Jeffery’s recovery, she certified as a professional life coach and started JoyINC Incorporated. She steadily growing an organic social media platform with over 6k followers on Instagram. She had been invited as a “Joy Expert” to speak in several podcasts, interviewed live by an Instagram account with 46k+ followers & their interview was one of her highest viewed) She was featured in the online magazine—Positivity. As well as being invited to write a piece in the published book— Unzenable.
During the show we discuss:
● Investing in yourself
● Why invest in yourself first before investing in a business
● The impactful ways to invest in yourself
● What can developing your skills do to your life and business
● The different ways to develop yourself
● Is a life coach necessary
● How to realistically set your goals
● How to find motivation in what you do
● How important is giving yourself a break
● How can health affect your life and business
● Tips in investing in your physical health
● The benefits of being optimistic in business
● The benefits of being future-oriented
● Strategies to invest in your future
Show resources:
During the show we discuss:
● Building Your Commercial Fleet While You Build Your Business and Its Credit
● Get a Look at Three Vendor Credit Accounts We Love
● How to Get the Most Out of Fleet Credit and Vehicle Financing
● What Turo is All About and How Turo, Business Credit, and Business Ownership Work Together
● PG (Personal Guarantee) vs No PG (Personal Guarantee) Financing
Sam Palazzolo is the Founder/Managing Director at Tip of the Spear Ventures, a Private Equity firm that provides early-stage Entrepreneurs with venture capital, has a holding portfolio from Mergers & Acquisitions, and conducts Business Funding services.
During Sam’s time at Tip, he and his team built the organization into one of Venture Capital’s favorite firms, a sustainable leader, and an innovation early-adopter, dramatically increasing customer satisfaction and growing financial results for the companies they help grow. His greatest achievement, however, may have been to make himself a better leader: he decided to work on his leadership skills relentlessly, and grow the next generation of leaders.
During the show we discuss:
● Post-Pandemic Leading and Managing People
● What do venture capitalists look for in leaders when they acquire businesses
● Why clarity on strategy is so important
● Some effective ways to lead business
● How do successful leaders adapt to a virtual world
● How to prepare for uncertainty
● How to create and lead high-performing teams
● Some essential skills for a leader in the Digital Age
● Strategies to make an effective decision making
● How to avoid biases when making any decision
● How to strategically plan the team’s next steps for the company’s growth
● How to cultivate next generation leaders
Show resources:
During the show we discuss:
● What You Don’t Know About Small Business Grants
● Free Doesn’t Mean No Cost
● Who Gets the Grants
● Best Options for Small Business Startup Grants
Brandon Wilson is one of the world’s best communicators and a sought-after executive
consultant. His impact has helped leaders realize daring pursuits — from building
college campuses to addressing global wealth disparities. But more than this, Brandon
is a survivor of leadership sabotage. His bout with betrayal, theft and deceit cost him
more than $600,000 and threatened his livelihood in an unthinkable way. Brandon’s
experience has taught him that despite a leader’s talent level, having an inability to
survive leadership sabotage can stop anyone from realizing their full potential.
During the show we discuss:
● The core responsibilities of a leader’s leader
● The most important leadership skills
● Important values as a leader
● How to overcoming barriers to leadership
● How to achieve transformational impact
● How to lead in a way that shapes legacy
● How to lead with authenticity and transparency
● Some organizational behavior and ethics
● The most important thing in creating a positive culture
● Ideation and entrepreneurship of a leader’s leader
● How to delegate tasks/responsibilities efficiently
● Strategies to handle challenges as a leader and conflict in your team
● How leaders find the right solutions
● How to motivate a leader as their leader
● How do goals help you become a better leader
Show resources:
During the show we discuss:
● How Venture Capital and Alternative SBA Loans Work
● The Differences Between Equity Crowdfunding and Reward-Based Crowdfunding
● How Peer to Peer and Online Lending, and Private, Federal, and Local, City, and State Grants Can Help Your Business
● Exactly Why Angel Investing is a Great Solution for So Many Business Owners… Like You!
Top 100 Yahoo Finance in 2020, Brandon Elliott is a leading authority on real estate and credit. He is experienced and proven in utilizing credit to invest in real estate and implement the "BRRRR Strategy." Brandon has a thriving credit repair and tradelines company but prefers teaching people the credit hacks he's been applying for years such as building huge credit lines for both personal/business up to 7-figures and manufactured spending techniques- showing ways to create millions of points equivalent to cash, free travels, and even buying properties using credit cards. From the credit knowledge that is taught in his Elite Credit Course, Brandon was able to liquidate $200K+ for a safety-net when purchasing a 4-PLEX in one of the most desirable locations in San Diego, just 8 minutes walking distance from the famous San Diego Zoo. His passion in helping others reach their financial freedom too, led Brandon to host "Ready. Set. Go. Real Estate Investing" podcast every Monday sharing how you can invest in real estate successfully with little to no money utilizing credit. Brandon has completed numerous Fix & Flips locally in San Diego as well as across the country out of state virtually with his worst project still being 60% cash-on-cash ROI.
During the show we discuss:
● How to get very high limits on credit cards
● Why you should ask for credit limit increases every 6 months
● Why using the credit you get is essential to getting higher limits
● Why to avoid hard-pull inquiries on your credit report
● Why you need to speak to underwriting not the first person who answers
● How to speak to underwriters to get them to give you higher limits
● How to turn denials into approvals
● How to determine the best kind of credit card to apply for
● How to us credit cards to buy properties
● How to cash out credit cards at 0%
● The best way to pay to rehab a property
● A cool hack to not be taken care of by contractors
● How to find the best renters for your properties
● The lenders who are the easiest to get cash out refinances from
Show resources:
During the show we discuss:
● How to Think Like a Lender: the 3 Cs Capital Acquisition Formula
● Our Four Top Choices for Business Funding with Collateral
● What’s So Special About Our Credit Line Hybrid
● How Building Business Credit and Getting Vendor Credit Will Get You More Money Now…
● … and Later
Ty Morgan, is the Founder of Infinite Planning, where his goal is to educate and inspire individuals to take control of their financial lives through proper education and coaching methods. Ty also recently founded the nonprofit organization, Silent Guardian-Angels, Inc. and he is here today to share his and his family’s incredible story of overcoming incredible odds and how financial freedom allowed that possibility.
During the show we discuss:
● Financial freedom
● What infinite banking is and how to use it for financial freedom
● Common reason on what is keeping people to achieve financial freedom
● What the Austrian School of Economics is and how can it help with your journey towards financial freedom
● How to inflation-proof your life and why you need to start protecting your wealth now
● Tips in creating financial planning
● Strategies to become debt free
● Things to consider when making your financial plan
● How to set your financial goals
● Steps to start taking right away to reach financial freedom
● The habits that will help you reach financial freedom
● What passive income is and how to maximize its benefits
● How to achieve financial freedom in no time
Show resources:
During the show we discuss:
● Your Business Credit Building Timeline and Why Getting Fundable is Job One
● How to Make Sure Everything From Your Business Name to Your Business Email Help You Get Money
● The Connection Between Your Secretary of State’s Office, Incorporating Your Business, and Your D-U-N-S Number
● Why Establishing Positive Payment Experiences and Working With Vendors Which Report Will Shorten Your Business Timeline for Credit
Nick Kosko, is a former pilot who knew there had to be a better way to become financially free and provide for his family. After interviewing several traditional financial advisors and rejecting that path, Nick came across Infinite Banking and changed his life for the better. By understanding how banks work and how he could be his own banker, Nick was able to get his passive income to exceed his ideal standard of living. Now, as a Wealth Strategist at CreateTailwind, Nick educates, motivates, and inspires people to take back control of their money.
During the show we discuss:
● What does it mean to become your own banker
● Hope is not a strategy, becoming your own banker is
● How infinite banking works
● Some myths behind being your own banker
● The benefits of becoming your own banker
● Advantages of becoming your own banker
● How to become tax invisible
● The challenges in becoming your own banker
● Who will perform the bank functions
● How to become your own banker
● The potential sources of capital
● How to create your own banking system
● How to design an insurance plan that solves the banking function
● How to create and focus on eternal cash flow rather than retirement
Show resources:
During the show we discuss:
● The Surprise Connection Between Vendors and Business Credit
● What Type of Vendor Helps Build Business Credit?
● How Do You Find the Right Kind of Vendors?
● A Few Good Options to Get Your Started
Jesse Krieger sits squarely at the intersection of publishing and promotion – having signed two publishing deals on two different continents and navigated the world of becoming a best-selling author twice. It has been his honor to publish 100+ books during his 6-year tenure as founder & publisher of Lifestyle Entrepreneurs Press - The Publisher for The Passionate.
In addition to being featured on over 50 media outlets for his best-selling book Lifestyle Entrepreneur, Jesse has been an entrepreneur his entire adult life and holds degrees from University of California, Berkeley, as well as National Taiwan University and Beijing Normal University.
During the show we discuss:
● Why write a book
● How to make your book your best business development tool
● The Evergreen System to write a great book that will stand the test of time
● Tips in choosing what to write
● How to write a best-selling book even if you’re a bad author
● Tactics to write a book without taking a lot of time to do it
● 3 options to get your book published
● The steps to take to have your book published
● How books get published: traditional vs. hybrid publishing
● The pros and cons in of self-publishing a book
● Things to consider when publishing a book
● How to make $10,000+ before your books hit shelves with a pre-launch campaign
● The best way to market your book
● How can pre-selling of your book determine your success
● Importance of landing major media
● How to make your book the hook to landing major media
● How to leverage your business with your book
Show resources:
During the show we discuss:
● Shocking Facts about Business Credit
● Secret Tips for How to Build Business Credit
● Where to Get Help to Build Credit for a Business
Sandy Sanders is an entrepreneur, business leader, and career strategist, passionate about helping professional women experts and digital entrepreneurs Level Up in their career and business and Secure That B.A.G - Bodacious Ass Goal!
Sandy made that Magic Leap out of Corporate America in 2019 from a Fortune 10 company to building a multi-six-figure business as an Author, Speaker, Consultant, and Coach helping her clients accelerate their growth, propel them into their future, and build the business of their dreams. She is an expert at driving sales execution, transitioning low to high-performing teams, and helping sales organizations achieve operational excellence. Sandy is the recipient of an Outstanding Career Achievement STEM Award by Women of Color Magazine as an influential trailblazer of change for several Fortune 100 companies including IBM, American Express, MetLife, and AT&T.
During the show we discuss:
● How pandemic affect businesses
● How to navigate the great resignation
● How business become recession-proof
● How to make your business recession-proof
● Tried and tested strategies to recession-proof your business
● The 3 “P’s” purpose, plan, preparation to grow
● Tips on how to survive a recession
● How to reestablish your business after recession
● How to set a realistic goal after recession
● The benefits of goal setting
● How to secure your goals for your business
Show resources:
https://sandysandersconsulting.com/
https://www.linkedin.com/showcase/careerchic/
www.magickleapblueprint.com
During the show we discuss:
Your Business Credit and Funding Roadmap
Phase 1: Setup and Launch – Including Funding Options
Phase 2 Development – Including Credit Options
Phase 3: Growth – Including Goals for Credit
Phase 4: Maturity– Including Goals for Funding
Phase 5: Exit
Shawn Khorammi is a serial entrepreneur, having started and managed more than a dozen businesses, up to $100 million in revenue, involving products and services across a wide range of verticals. In the process, he has managed thousands of employees servicing tens of thousands of customers, large and small, from consumers to small to medium-sized businesses and even governmental entities. He has formal education and extensive hands-on experience in business operations, strategies and planning, marketing, sales, finance, legal, and human resources. He has obtained university diplomas in mathematics, economics, and computers, and earned a law degree.
During the show we discuss:
● Why your product is not your business, but your business is your product
● How to build a business model and roadmap to success
● How to determine where to get capital to grow
● How to create your business plan
● The step-by-step process to build a plan that can help you grow quickly
● How to become an effective CEO and leader
● How to determine what products to sell and how to name and sell them
● What to learn about why some businesses thrived during COVID
● How to determine the lifetime value of a customer to your business
Show Resources:
During the show we discuss:
● Different Kinds of Rewards Business Credit Cards
● Rewards Business Credit Cards with Low APR
● Rewards Business Credit Cards with Low Minimum Spend to Get a Bonus
● Rewards Business Credit Cards with a Generous Bonus After Meeting Minimum Spend
● Rewards Business Credit Cards with Generous Point Multipliers
● Rewards Business Credit Cards with No Cap on Cash Back Earned
● Rewards Business Credit Cards with Varied Travel Benefits
● Rewards Business Credit Cards For Startups
● Rewards Business Credit Cards with Merchant Rebates
He has personally delivered more than 1,900 full-day sessions for more than 135 companies, helping them implement EOS. He is also the author of the award-winning, best-selling book Traction: Get a Grip on Your Business, as well as Get a Grip, Rocket Fuel, How to Be a Great Boss and What the Heck is EOS?, which have sold more than one million copies.
Gino is the founder of EOS Worldwide, an organization that helps tens of thousands of businesses implement EOS with the aid of an international team of over 350 professional and certified EOS Implementers and online support. There are over 100,000 companies using the EOS tools worldwide.
Gino is now devoting time and energy toward helping entrepreneurs-in-the-making get a huge jump-start on taking their entrepreneurial leap, which is why he created Entrepreneurial Leap. The mission of Entrepreneurial Leap is to find all of the entrepreneurs-in-the-making, at any age, wherever they are—to help them realize their purpose and live the life they were born to live.
During the show we discuss:
● The core characteristics successful entrepreneurs have
● How to know if you have the traits successful entrepreneurs have
● The 6 characteristics that successful entrepreneurs have
● Where you are on the entrepreneurial range
● How to recognize the type of entrepreneur you are and own it
● How to determine the best industry you should build a business in
● How to decide the type and size of company you should be building
● How to determine if you should be selling products or services
● Should you be selling B2C or B2B
● How to decide if your business will be high-cost low volume or the opposite
● How to know how big of a company you really want to build
● 8 critical mistakes most entrepreneurs make and how to avoid them
● How to live in entrepreneurial heaven not hell
● How to avoid the mistake of hiring the wrong people
● How to develop your company core values
● How to truly understand who your customer is
Show resources:
During the show we discuss:
● Brex for Business Money Management
● Divvy for Business Money Management
● Building Business Credit
Jack McColl, the founder of Credit Stacking, has been featured on MarketWatch, Disrupt Magazine, Yahoo Finance, and many other publications and podcasts for his knowledge and in-depth understanding of the credit stacking strategy. Jack has mentored thousands of entrepreneurs and been a part of growing multiple 7-figure businesses.
During the show we discuss:
What credit stacking is and how to use it to fund your business
The benefits of having a business credit card
How to get approved for so many cards with such high limits
How to get 0% financing for up to 18 months
How to get approved for multiple cards from the same bank
How to take cash out of credit cards at 0%
How to get hundreds-of-thousands in NO DOC funding
Exactly what it takes to get approved for credit stacking
How to develop relationships with lenders to get even more money
How to use relationship managers to get maximum funding
How to get past computer algorithm to get higher approvals
The factors that determine how much you’ll get approved for
How to choose the amount of credit you get
How to get multiple rounds of funding
How to get max points on the cards you use
Show resources:
https://www.creditstacking.com/