Real Wealth Podcast

Leading Edge Financial Planning, LLC

We discuss how to live the best life possible with the time you have left from a lifestyle planning perspective. read less
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Episodes

Building Strong Families: Positive Co-Parenting Dynamics | S3:EP5
Jan 30 2024
Building Strong Families: Positive Co-Parenting Dynamics | S3:EP5
Join us for another Real Wealth podcast as we explore the transformative journey of co-parenting with insights from experts Jay and Tammy Daughtry. Discover effective strategies to break the cycle of divorce and foster healthy family dynamics. Learn about the significance of secure attachment, clear boundaries, and constructive conflict resolution in nurturing resilient children. Uncover valuable tools like the power/control wheel and equality wheel to recognize and transform unhealthy relationship dynamics. Together, let's navigate the path towards empowered co-parenting and familial well-being. Key Points: Some key points from the episode include: - Jay Daughtry and his wife Tammy started co-parenting International in 2003 to help kids and families impacted by divorce and remarriage. They provide resources and training on co-parenting. - Healthy co-parenting is important to break the cycle of divorce across generations. It involves things like secure attachment, clear boundaries, and modeling healthy conflict resolution for kids. - Parents need to understand how their actions impact their kids and compartmentalize their own pain so they can stay in a parental role. Communication and consistency are important. - Tools like the power/control wheel and equality wheel can help people recognize unhealthy relationship dynamics and strive for healthy ones. - Jay and Tammy want to scale up their training through a co-parenting strategist certification program to help more parents and professionals who work with families. Their goal is to shift people to a place of health and break the cycle of divorce. Follow the Daughtry's: Instagram Facebook Coparenting International Modern Family Dynamics   Your Financial Partner: Explore comprehensive financial planning at Leading Edge Financial Planning. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey. Follow Leading Edge Financial Planning and Real Wealth Podcast here: YouTubeFacebookTwitterLinkedIn - Leading Edge Financial PlanningLinkedIn - Mike ProctorReal Wealth Podcast
Effective Ways to Discuss Elderly Care Within Your Family | S3: EP3
Jan 12 2024
Effective Ways to Discuss Elderly Care Within Your Family | S3: EP3
Welcome to another compelling episode of Real Wealth Podcast, proudly brought to you by Leading Edge Financial Planning. I'm your host, Mike Proctor, and today we're delving into the intricate world of aging and dementia care with our esteemed guest, Robert Miller. Robert, a seasoned elder care professional turned professor, brings a wealth of experience from his impressive background. With 12 years dedicated to business development and operations at Comfort Care Homes, he rose to become the Senior Vice President. As the founder of Care Pitch, his consulting firm, Robert lends his expertise in care consulting, private care, patient advocacy, and coaching. Currently contributing to the College of Health Professions in the Department of Public Health Sciences at Wichita State University, Robert teaches classes on aging. Additionally, he co-founded the annual Conference on Dementia in Kansas, attracting over 850 participants annually before stepping back. Today, we'll discover valuable insights into navigating challenges during the holidays and the significance of early planning. Learn about practical tools like advance directives and long-term care insurance policies, essential for proactive aging care. Tune in for expert advice that resonates with caregivers and families. Key Points: Some of the key points from the podcast include: - It's important to have conversations about care planning, medical directives, finances, and future needs earlier rather than later when a crisis happens. - Building an adult relationship with aging parents based on trust allows for difficult conversations to happen more smoothly. - Different types of dementia present differently and an accurate diagnosis is helpful for management. - The costs of care range widely depending on the level of care needed, from a few hundred dollars per week for some private care to over $10,000 per month for full-time nursing home care. - Informal family caregivers provide the majority of care for those with dementia but it can be physically and emotionally taxing without support. - Having the right legal documents like powers of attorney and advance directives in place avoids confusion and conflicts if medical decisions need to be made. Follow Robert Miller: Robert Miller LinkedIn Instagram Wichita State University Directory Your Financial Partner: Explore comprehensive financial planning at Leading Edge Financial Planning. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey. Follow Leading Edge Financial Planning and Real Wealth Podcast here: YouTubeFacebookTwitterLinkedIn - Leading Edge Financial PlanningLinkedIn - Mike ProctorReal Wealth Podcast For further valuable insights into various aspects of life, don't forget to tune in to the Real Wealth Podcast's thought-provoking episodes at Real Wealth Podcast on your platform of choice. Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions. Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526 https://www.leadingedgefp.com/
Money Matters: Going Beyond the Balance Sheet in Relationships | S3:EP2
Dec 12 2023
Money Matters: Going Beyond the Balance Sheet in Relationships | S3:EP2
Welcome to another compelling episode of Real Wealth Podcast, proudly brought to you by Leading Edge Financial Planning. I'm your host, Mike Proctor, and today we're embarking on a captivating exploration at the intersection of relationships and finances with our distinguished guest, Shaunti Feldhahn.   As Harvard graduates, Shaunti and her husband Jeff have invested over 13 years in extensive research in behavioral finance. Their recent groundbreaking book, "Thriving in Love and Money," is creating ripples in the financial world. In collaboration with Thrivent Financial, they delve into how couples can nurture stronger relationships around money, unveiling the intricate dynamics that financial discussions often bring to the forefront. Join us as we unravel profound insights from Shaunti's wealth of experience. Discover why money becomes a lightning rod, igniting unresolved issues within relationships. It's a shared challenge—couples wrestling with the intricacies of discussing finances. Shaunti shines a light on the idea that money tensions seldom revolve around the currency itself; rather, they unveil deeper emotions, expectations, and fears. In this episode, we explore the significance of understanding your spouse's perspective and acknowledging that different individuals attach unique values to money. Shaunti's expertise extends beyond financial matters, seamlessly bridging the realms of therapy and finance in a distinctive and impactful way. With 22 years of marriage, Shaunti and Jeff bring a wealth of wisdom to the table. Dive into why their book resonates with so many, transcending mere financial advice to address the core issues impacting relationships. Embark on this insightful journey with us as we explore why Jesus spoke extensively about money, unraveling the profound connection between where our treasure lies and how it guides the steering of our hearts in relationships—either towards unity or separation. If you've ever grappled with effective communication about money with your partner, this episode is a must-listen. Shaunti Feldhahn's tools and assessments, discussed in her book, provide practical guidance to help couples not only understand each other but also foster healthier conversations around money. Tune in now and discover how to thrive in both love and money with Shaunti Feldhahn on Real Wealth Podcast. Key Points: - Money’s role as a ‘lightning rod’ that brings up tensions and unresolved issues in relationships that are not necessarily about the money itself -The importance of understanding one's spouse's perspective and what they value rather than just thinking one's own view is "right." Different people value different things with money. - Connect the teachings of Jesus and how he talked about money so much, with emphasis on the verse, “where your treasure is, there your heart will be also.” - Using tools like Feldhahn's book and assessments can help couples understand each other and have better money conversations. Follow Shaunti: https://shaunti.com/  https://www.facebook.com/ShauntiFeldhahnOfficial  https://instagram.com/shauntifeldhahn?igshid=OGQ5ZDc2ODk2ZA==  https://twitter.com/ShauntiFeldhahn?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor   https://www.linkedin.com/in/shauntifeldhahn?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app    Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey. Follow Leading Edge Financial Planning and Real Wealth Podcast here: https://www.youtube.com/@leadingedgefinancialplanning https://www.facebook.com/LeadingEdgeFP https://twitter.com/LeadingEdgeFP https://www.leadingedgefp.com/real-wealth-podcast https://www.linkedin.com/company/leadingedgefinancialplanningllc/ https://www.linkedin.com/in/mikeproctorlefp/ For further valuable insights into various aspects of life, don't forget to tune in to the Real Wealth Podcast's thought-provoking episodes at https://www.leadingedgefp.com/real-wealth-podcast to find it on your platform of choice. Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions. Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526 https://www.leadingedgefp.com/
Empowering Your Growth Journey Delving into Personal Development | Real Wealth Podcast S3:E1
Nov 28 2023
Empowering Your Growth Journey Delving into Personal Development | Real Wealth Podcast S3:E1
In this podcast, Dr. Roy Smith dives into his extensive experience working with family businesses and counseling clients. Dr. Smith openly shares about growing up in a dysfunctional family environment and how it has paved the way for becoming a therapist. He emphasizes the importance of acknowledging the emotional history of previous generations when working with families. Recognizing and connecting with people in the spiritual sense is highly prioritized among his work.  In this conversation, Dr. Smith includes points on prioritizing personal growth and taking the responsibility for one’s own “lostness” rather than trying to change others. Developing empathy starts with gaining a deeper understanding of oneself. He advocates for granting the next generation the freedom to individualize while remaining as an integral part of the family and business structure. Highlighting that challenges and setbacks provide opportunities for growth, Dr. Smith states the value of using one’s struggles and failures as a catalyst for personal development when faced head-on. God uses both comfort and discomfort to create environments that are conducive to spiritual prosperity.  Overall, this episode ventures into the transformative power of facing our own issues, fostering empathy, allowing the next generation change while still being part of the system, and reframing hardships as opportunities for growth rather than obstacles to be avoided. Dr. Roy Smith’s insights provided valuable wisdom for both family businesses and the journey of individual development.    Key Points:  View struggles and failures as opportunities for growth rather than things to avoid.  The importance of acknowledging issues from previous generations in a family business and dealing with underlying emotional history. Developing empathy by understanding ourselves more fully. God uses both comfort and discomfort to create environments for our spiritual development.   Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey. Follow Leading Edge Financial Planning and Real Wealth Podcast here: https://www.youtube.com/@leadingedgefinancialplanning https://www.facebook.com/LeadingEdgeFP https://twitter.com/LeadingEdgeFP https://www.leadingedgefp.com/real-wealth-podcast https://www.linkedin.com/company/leadingedgefinancialplanningllc/ https://www.linkedin.com/in/mikeproctorlefp/ For further valuable insights into various aspects of life, don't forget to tune in to the Real Wealth Podcast's thought-provoking episodes at https://www.leadingedgefp.com/real-wealth-podcast to find it on your platform of choice. Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions. Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: https://www.leadingedgefp.com/
Strategies for Building Companies: Gary Oborny and Nick Flores | Real Wealth Podcast S2:E20
Nov 7 2023
Strategies for Building Companies: Gary Oborny and Nick Flores | Real Wealth Podcast S2:E20
Tune into the Real Wealth Podcast with Mike Proctor, CFP®, RICP®, CVGA, for an in-depth exploration into the entrepreneurial spirit with Gary Oborny and Nick Flores of Occidental Management. This episode is brought to you by the financial acumen of Leading Edge Financial Planning, LLC, and delves into the strategic elements essential for cultivating a successful business and investment portfolio. Podcast Synopsis: Business Acumen from Gary Oborny: Journey through Gary Oborny's evolution from a student entrepreneur to a celebrated business magnate in the Midwest, spotlighted by the Kansas City Business Journal as a top influencer.Nick Flores' Entrepreneurial Rise: Discover how Nick Flores is shaping his entrepreneurial path, mentored by Gary's seasoned expertise, and making his own mark in the business world.Sales & Revenue Maximization: Get insights on the critical importance of a filled sales funnel and effective customer acquisition strategies for sustained business growth.Forward-Thinking Business Strategies: Understand the foresight involved in succession planning and nurturing the next line of leaders to ensure the longevity of a business.Cultivating an Ownership Mindset: Learn how incentives like profit sharing can transform employees into dedicated stakeholders, enhancing company performance and cohesion. Connect with the Experts: Engage with Gary Oborny's extensive business wisdom on LinkedIn and meet the innovative team at Occidental Management.Follow the ascent of Nick Flores in the entrepreneurial realm on his LinkedIn profile. Your Financial Navigator: Chart your course to financial security with Leading Edge Financial Planning, where Mike Proctor and his team guide you through the complexities of estate and retirement planning. Stay Updated & Engaged: Don't miss an episode by subscribing to the Real Wealth Podcast, and connect with our vibrant community on YouTube, Facebook, Twitter, and LinkedIn Company.Connect with host Mike Proctor directly on his LinkedIn for more professional insights. Disclaimer: The Real Wealth Podcast is for educational purposes only and is not intended as financial or legal advice. Consult with a professional advisor for guidance tailored to your situation. Contact Leading Edge Financial Planning, LLC: Address: 515 S Main St STE 103, Wichita, KS 67202Phone: Discover Leading Edge Financial Services Keywords: Entrepreneurship, Commercial Real Estate, Financial Planning, Business Strategy, Wealth Management, Leadership Development, Employee Empowerment, Mentorship, Real Estate Development
Building Strong Relationships: Unveiling Pledge Talk | S2:E19
Oct 24 2023
Building Strong Relationships: Unveiling Pledge Talk | S2:E19
In this engaging episode of the Real Wealth Podcast, hosted by Mike Proctor, CFP®, RICP®, CVGA, we welcome Mark Oelze, a seasoned counselor who has harnessed the transformative power of Pledge Talk to enhance relationships and boost financial wellbeing. This episode is sponsored by Leading Edge Financial Planning, LLC. Mark's 30+ years of experience have led to the creation of Pledge Talk, a structured communication system that holds the key to not only resolving conflicts but also achieving financial peace and prosperity in all aspects of life. Discover how effective communication can be the linchpin connecting better relationships and financial success. Mark's revolutionary Pledge Talk system, encapsulated in the acronym PAUSE, LISTEN, ECHO, DISARM, GIVE, ENGAGE, is a roadmap to respectful conflict resolution. By mastering these six steps, you not only strengthen your relationships but also pave the way for financial harmony. Through practical role-playing examples, Mark shows us how to apply the Pledge Talk principles when tensions escalate. Learn to pause when emotions run high, listen without interruption, validate others' viewpoints, and share your own thoughts with respect and empathy. These skills are instrumental in nurturing relationships that ultimately lead to financial peace. Mark's insights extend to the intersection of effective communication and financial prosperity. Hear inspiring stories about how his son attributed his impressive scholarship earnings of $250,000 to the invaluable relational skills gained through Pledge Talk. This underscores the profound connection between successful relationships and financial wellbeing in all areas of life. Moreover, Mark shares wisdom on deepening relationships, which in turn can improve financial stability. Explore the art of slowing down, focusing on understanding others fully, and drawing them out without the impulse to interrupt. These principles have the potential to transform your financial situation, whether in personal or professional realms. For those seeking to enhance both their relationships and their finances, Mark directs us to pledgetalk.com, a valuable resource. Here, you'll find access to his enlightening book and instructional videos designed to empower individuals and groups, including businesses, to improve communication and resolve conflicts constructively. In this episode, we unlock the power of Pledge Talk as the bridge connecting better relationships to financial wellbeing, conflict resolution, and financial peace. Join us on a journey toward financial success through the transformation of your communication skills, all under the guidance of Mike Proctor, CFP®, RICP®, CVGA, and with the support of Leading Edge Financial Planning, LLC. Don't miss this opportunity to learn how effective communication can lead to better finances and a more fulfilling life.   Access Mark's PLEDGE Talk Resources here: https://pledgetalk.com/https://pledgetalk.com/videos/https://learnpledgetalk.com/https://www.facebook.com/share.php?u=https://pledgetalk.com/Twitterhttps://www.linkedin.com/cws/share?url=https://pledgetalk.com/home-pledgetalk Buy Mark's book here! Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey. Follow Leading Edge Financial Planning and Real Wealth Podcast here: https://www.youtube.com/@leadingedgefinancialplanning https://www.facebook.com/LeadingEdgeFP https://twitter.com/LeadingEdgeFP https://www.leadingedgefp.com/real-wealth-podcast https://www.linkedin.com/company/leadingedgefinancialplanningllc/ https://www.linkedin.com/in/mikeproctorlefp/ For further valuable insights into various aspects of life, don't forget to tune in to the Real Wealth Podcast's thought-provoking episodes at https://www.leadingedgefp.com/real-wealth-podcast to find it on your platform of choice. Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions. Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526 https://www.leadingedgefp.com/
Behind the News Desk: Inspiring Journey | Real Wealth Podcast S2:E18
Oct 17 2023
Behind the News Desk: Inspiring Journey | Real Wealth Podcast S2:E18
In this heartfelt episode of the Real Wealth Podcast, we invite you to join us in a deeply personal conversation with local celebrity Katie Taube, a Fox Kansas news anchor. Hosted by Mike Proctor, CFP®, RICP®, CVGA, this episode is all about the meaningful connections Katie has forged in her two-decade journey in broadcast journalism, the life-changing lessons she's gathered, and how she's discovered that what truly matters is the people in her life. Katie begins by sharing her career path, reminiscing about her beginnings in smaller markets and the valuable experiences that molded her into the accomplished news anchor she is today. She also takes time to discuss the stories that have touched her heart along the way. But the conversation takes a more serious turn when Katie opens up about her husband Dylan's battle with multiple myeloma cancer. She takes us through the fear and uncertainty they felt when he was diagnosed in 2001 and the rollercoaster of treatment options they navigated together. With a glimmer of hope, she shares the story of Dylan's stem cell transplants and targeted therapy, which ultimately led to his cancer going into remission over a year ago. This life-changing experience has made Katie realize that what truly matters are the people we hold dear. Katie highlights the significance of friends and family who show up with practical support during tough times, without the need for an invitation. She also talks about the value of being open to criticism and remaining teachable to grow in your chosen path. In a reflective moment, Katie shares how her priorities have shifted, placing family over career ambitions and cherishing every shared experience. The conversation covers various topics, from the differences between local and national media to the importance of asking questions and releasing control over the things we can't change. This episode is a heartfelt exploration of Katie Taube's extraordinary career journey, personal growth, and the profound value of relationships, from the heights of professional success to the depths of facing health challenges. Join us in this moving conversation and discover the wealth of wisdom and connection that comes from meeting people where they are in their toughest moments of life. Follow Katie here: https://www.facebook.com/BrevityKatieTaubehttps://www.thebrevitylife.com/ Support Katie and Dylan's causes here: https://themmrf.org/https://pages.lls.org/ltn/mid/WichitKS23/thecuresaders Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey. Follow Leading Edge Financial Planning and Real Wealth Podcast here: https://www.youtube.com/@leadingedgefinancialplanning https://www.facebook.com/LeadingEdgeFP https://twitter.com/LeadingEdgeFP https://www.leadingedgefp.com/real-wealth-podcast https://www.linkedin.com/company/leadingedgefinancialplanningllc/ https://www.linkedin.com/in/mikeproctorlefp/   For further valuable insights into various aspects of life, don't forget to tune in to the Real Wealth Podcast's thought-provoking episodes at https://www.leadingedgefp.com/real-wealth-podcast to find it on your platform of choice. Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions. Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526 https://www.leadingedgefp.com/
Explore Nature with Pass It On Outdoors | Real Wealth Podcast S2:E17
Oct 10 2023
Explore Nature with Pass It On Outdoors | Real Wealth Podcast S2:E17
In Episode 17 of Real Wealth Podcast, we take a profound journey into the world of Pass It On Outdoor Mentors, a nonprofit organization dedicated to nurturing the next generation through quality time, mentorship, and unforgettable outdoor experiences. I'm your host, Mike Proctor, and I'm honored to guide you through this inspiring episode. Before we dive into the remarkable work of Pass It On Outdoor Mentors, allow me to introduce myself. I'm Mike Proctor, a Certified Financial Planner™, and the founder of Leading Edge Financial Planning. My team and I are passionate about helping individuals and families navigate the complexities of finance and wealth management, always striving to create legacies that extend far beyond financial success. For more information about our services, please visit www.LeadingEdgeFP.com. Now, let's turn our attention to the heart of this episode. Mike Christensen, President of Pass It On Outdoor Mentors, shares a heartwarming story that beautifully illustrates the profound impact of this organization. The story features a young mentee named George, whose life was transformed when he had the opportunity to harvest a deer. This act of generosity provided George's family with a vital source of meat during a challenging time. Brittany French, the Chief Executive Officer of Pass It On Outdoor Mentors, sheds light on the organization's dedication to recruiting youth involved in shooting sports teams and creating meaningful hunting experiences for them. Both Mike and Brittany stress the profound importance of mentorship, emphasizing how spending quality time with these young individuals can significantly boost their self-confidence and self-worth. As we delve deeper into the episode, Mike and Brittany discuss their vision for the future of Pass It On Outdoor Mentors. Their goal is to expand their reach by recruiting more dedicated volunteers and branching out into new states, ensuring that even more youth have access to these life-changing opportunities. Join us in celebrating the mission, values, and impactful work of Pass It On Outdoor Mentors, as we recognize the importance of imparting values and the enduring legacy of conserving the great outdoors.   Follow Brittany's Great Plains Outdoors Podcast: https://greatplainsoutdoors.com/podcast/ Donate, Participate or Mentor with Pass It On Outdoor Mentors! https://outdoormentors.org/ Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey. Stay Connected: Stay updated with insights and updates from Leading Edge Financial Planning, LLC on Facebook and LinkedIn. For more insights into holistic well-being, connect with Leading Edge Financial Planning, LLC: Website: www.leadingedgefp.com | Facebook: LeadingEdgeFP | LinkedIn: LeadingEdgeFinancialPlanningLLC. Ready to shape your financial future? Schedule a consultation using Calendly. For further valuable insights into various aspects of life, don't forget to tune in to the Real Wealth Podcast's thought-provoking episodes at https://www.leadingedgefp.com/real-wealth-podcast to find it on your platform of choice. Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions. Leading Edge Financial Planning, LLC is a Registered Investment Advisory firm and is registered with the state of Kansas and Colorado. The Form ADV 2 disclosure will be provided upon request to clients or potential clients. Please, do not hesitate to contact Michael S Proctor, the firm’s CCO with any questions or concerns at (316)768-7526 or mike@leadingedgefp.com.
Unlocking Behavioral Finance Mysteries: AI Perspective| Real Wealth Podcast S2:E16
Sep 26 2023
Unlocking Behavioral Finance Mysteries: AI Perspective| Real Wealth Podcast S2:E16
In this podcast episode, host Mike Proctor interviewed Dr. Paul Peloquin, the CTO and co-founder of ThumbScore, a company utilizing behavioral finance and AI to assist individuals in making benefits decisions. The conversation covered a range of topics: Introduction to AI: Dr. Peloquin provided an overview of artificial intelligence and generative models, emphasizing that AI operates based on probabilities rather than absolute truths. He also touched upon the challenge of AI not being able to trace the sources of its knowledge. ThumbScore: The podcast delved into ThumbScore's mission, which is to educate and guide people through personalized coaching during the benefits enrollment process, eliminating the need for physical advisors. Wisdom from Experience: Dr. Peloquin shared insights gained from his 25+ years in technology and innovation. He stressed the importance of aligning with challenging partners, finding one's "area of genius," and dedicating time to continuous learning, even in unrelated areas, to boost efficiency. Personal Journey: The interview explored Dr. Peloquin's personal struggles with mental health, including past suicidal thoughts, and how he found purpose and meaning through his Christian faith. He highlighted the significance of community and accountability partners, particularly for introverts facing isolation-related challenges. Transformation and Faith: Towards the end, Dr. Peloquin discussed how he now views his life as an adventure rather than being defined by past struggles. He emphasized that with the help of faith, individuals can take up their crosses rather than merely dealing with them. For more information on Dr. Paul Peloquin and his work, visit his website at www.paulpeloquinwichita.com. Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey. Stay Connected: Stay updated with insights and updates from Leading Edge Financial Planning, LLC on Facebook and LinkedIn. For more insights into holistic well-being, connect with Leading Edge Financial Planning, LLC: Website: www.leadingedgefp.com | Facebook: LeadingEdgeFP | LinkedIn: LeadingEdgeFinancialPlanningLLC. Ready to shape your financial future? Schedule a consultation using Calendly. For further valuable insights into various aspects of life, don't forget to tune in to the Real Wealth Podcast's thought-provoking episodes at https://www.leadingedgefp.com/real-wealth-podcast to find it on your platform of choice. Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
Explore Mental Wellness Strategies with Expert Guidance | Real Wealth Podcast S2:E15
Sep 12 2023
Explore Mental Wellness Strategies with Expert Guidance | Real Wealth Podcast S2:E15
Join host Michael Proctor on the Real Wealth Podcast for an authentic conversation with Mary Jones, the President and CEO of the Mental Health Association of South Central Kansas. Dive into the realm of relatable mental health, where Mary sheds light on its impact on our day-to-day lives. Discover the wide array of services the association offers, spanning prevention, clinical support, housing initiatives, programs for seniors, and community-based services – all designed to make a difference in our everyday moments. In their open dialogue, Mary and Michael tackle the real challenges within the mental health landscape, including workforce shortages, while unveiling practical strategies for overcoming these obstacles. Mary shares down-to-earth insights on cultivating relationships, finding solace in nature, and embracing simple therapeutic practices for holistic well-being. She highlights the significance of consistent therapy and the rejuvenating effect of quality sleep in nurturing mental wellness. In this episode, we aim to spotlight the vital contributions of the Mental Health Association of South Central Kansas and emphasize how mental health relates to each of us, no matter our background. Tune in for an enlightening discussion that uncovers actionable insights, empowering us all to integrate mental health into our relatable, everyday lives. Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey. Stay Connected: Stay updated with insights and updates from Leading Edge Financial Planning, LLC on Facebook and LinkedIn. For more insights into holistic well-being, connect with Leading Edge Financial Planning, LLC: Website: www.leadingedgefp.com Facebook: LeadingEdgeFP LinkedIn: LeadingEdgeFinancialPlanningLLC Ready to shape your financial future? Schedule a consultation: Calendly Discover more about the Mental Health Association of South Central Kansas on their official website: www.mhasck.org. Connect with Mary Jones on LinkedIn. For valuable insights on various aspects of life, tune in to the Real Wealth Podcast's thought-provoking episodes at www.realwealth.podbean.com. Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
#1 Issue in Estate Plans With Expert Insights| Real Wealth Podcast S2:E14
Aug 28 2023
#1 Issue in Estate Plans With Expert Insights| Real Wealth Podcast S2:E14
Embark on a journey of practical wisdom and ethical wealth management with Michael Proctor, the founder and guiding light behind Leading Edge Financial Planning, LLC. In this engaging episode titled "The #1 Problem with Estate Plans," Michael Proctor engages in a down-to-earth conversation with the experienced estate planning attorney, Tim O'Sullivan from Foulston Siefkin. Their discussion delves into the core challenges of estate planning, highlighting the pivotal themes of family unity and safeguarding assets from external uncertainties. Episode Highlights: A Balancing Act: Family Unity and Asset Preservation: Beyond legal intricacies, estate planning is about nurturing family bonds and securing your hard-earned assets. Michael Proctor and Tim O'Sullivan underscore the importance of addressing family dynamics in crafting a resilient estate plan. They offer insights into strategies that mitigate conflicts and protect assets, fostering unity and financial security. Navigating Complex Family Dynamics: Blended Families Included: Tim O'Sullivan navigates the complexities of estate planning in blended families, a common yet intricate challenge. The episode delves into the potential complications and offers pragmatic strategies to reduce risks, ensuring the well-being of your family members and your legacy. Strategic Asset Distribution: Timing and Trusts: The podcast delves into the delicate balance of timing when distributing assets to beneficiaries. Michael Proctor and Tim O'Sullivan discuss the potential pitfalls of premature inheritance and the benefits of utilizing trusts to prevent adverse behaviors. These strategies aim to safeguard your legacy and financial well-being. Trustees: Professional Guidance for Seamless Transitions: The conversation explores the advantages of involving a professional trustee rather than a family member. Michael Proctor and Tim O'Sullivan highlight the expertise and neutrality a professional trustee provides, reducing potential conflicts of interest and ensuring the smooth administration of your estate plan. Holistic Planning: Building a Resilient Legacy: Michael Proctor and Tim O'Sullivan emphasize the importance of comprehensive estate planning. The episode extends to advanced planning documents like powers of attorney, living wills, and well-structured trusts. By embracing a holistic approach, you can minimize conflicts and costs, ensuring a legacy that aligns with your values and wishes. Crafting Your Legacy with Real Wealth: The Real Wealth Podcast encapsulates practical insights that resonate with everyday life. Tune in to the insightful conversation between Michael Proctor and Tim O'Sullivan to explore the depths of estate planning and retirement strategies, all while prioritizing family unity and asset protection. Join the Discussion: Immerse yourself in the enlightening conversation between Michael Proctor and Tim O'Sullivan on the Real Wealth Podcast. Dive into the intricate world of estate planning, designed to secure family harmony and wealth. Engage with the episode at realwealth.podbean.com. Your Financial Partner: Discover the power of well-rounded financial planning at www.leadingedgefp.com. Michael Proctor and the team at Leading Edge Financial Planning, LLC specialize in comprehensive estate planning and retirement strategies, supporting your financial journey with expertise and care. Stay Connected: Stay up to date with insights and updates from Leading Edge Financial Planning, LLC on Facebook and LinkedIn. https://www.foulston.com/who-we-are/timothy-p-osullivan Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
Insights on Rescuing and Combating Human Trafficking | Real Wealth Podcast S2:E13
Jul 17 2023
Insights on Rescuing and Combating Human Trafficking | Real Wealth Podcast S2:E13
John Oelze is the Executive Director of Hope Ranch for Women. Before that he has had an extensive career as a pastor, theologian and as a counselor. He has several degrees from Grace College and Seminary including his MDiv and MA in Biblical Counseling. John shares with us the extent of the problem Hope Ranch is working to address, offers some perspective and insight as to what really matters in life and some of the ways we should be thankful.  The nature of this interview is quite heavy. Donate Here. https://www.hoperanchforwomen.com/ Hope Ranch for Women is dedicated to empowering those who have been exploited and abused to rise above their circumstances. We believe that through the power of Jesus Christ, these survivors can become whole in mind, body, and soul. They can live their lives as their Creator intended.   We understand how vulnerable a woman is when she becomes homeless—when food, shelter, and safety are uncertain. Too often, such vulnerability makes her a prime target for human trafficking and other dangers.   Our approach—supporting women with mentoring and a residential home—touches on all aspects of a woman’s life: her belief system; her family ties; her physical, emotional, social, vocational, and financial needs; her intellectual and creative outlets. Hope Ranch for Women offers whole-life, Christ-centered help where it is most needed. And we change lives, one life at a time. ------------------------------------------------------------ Real Wealth Podcast is sponsored by Leading Edge Financial Planning, LLC.  The host is Michael Proctor, who is passionate about living the best life possible with the time we have left and helping his clients make wise financial decisions.   Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526 https://www.leadingedgefp.com/ https://calendly.com/leading-edge/introductions
Exploring Empowerment, Growth, and Family Legacy with John Ralph | Real Wealth Podcast S2:E12
Nov 17 2022
Exploring Empowerment, Growth, and Family Legacy with John Ralph | Real Wealth Podcast S2:E12
Welcome to another episode of the Real Wealth Podcast, where host Michael Proctor engages in an insightful dialogue with Jon Rolph, the innovative CEO of Thrive Restaurant Group headquartered in Wichita, KS. With a legacy spanning over 45 years, this family-founded venture has blossomed into an industry powerhouse. Jon paints a vivid picture of Thrive's origins, tracing back to his father and uncle's pioneering efforts. Embarking on a journey that now spans 15 states, the group employs over 8000 dedicated individuals across its diverse portfolio of restaurants, including renowned names such as Applebee's, Carlos O'Kelley's, Homegrown, and their latest gem, Bakesale. As of this year, Thrive Restaurant Group proudly holds the distinction of being the second-largest Applebee's franchisee – a testament to their unwavering commitment to growth and excellence. A fascinating transformation occurred when the company, formerly known as Sasnak (Kansas spelled backward), underwent a visionary rebrand about five years ago. Embracing the name "Thrive," the group crystallized its mission to foster human thriving within the unique context of a restaurant group. Jon's words resonate deeply as he underscores Thrive's dedication to being a human-centric organization. He shares how their endeavor extends beyond the workplace, creating an environment where employees' growth as individuals is paramount. A philosophy deeply entrenched in the idea that personal development is integral to professional success. Join us for an inspiring conversation that transcends industries, as Jon shares how Thrive Restaurant Group has harnessed its heritage to become a beacon of empowerment and human flourishing. For more insights on entrepreneurial success and holistic growth, connect with Leading Edge Financial Planning, LLC: Website: www.leadingedgefp.comFacebook: LeadingEdgeFPLinkedIn: LeadingEdgeFinancialPlanningLLCReady to shape your financial future? Schedule a consultation: Calendly Step into the vibrant world of Thrive Restaurant Group by visiting their official website: www.thriverestaurantgroup.com To glean valuable entrepreneurial insights, tune in to the Real Wealth Podcast's thought-provoking episodes at realwealth.podbean.com Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Listeners are encouraged to seek guidance from their financial and legal advisors before making investment or business decisions.
Strategies for Balance, Resilience, and Strong Work Ethic| Real Wealth Podcast S2:E11
Nov 10 2022
Strategies for Balance, Resilience, and Strong Work Ethic| Real Wealth Podcast S2:E11
Welcome to the Real Wealth Podcast, Season 2, Episode 11! I'm your host, Mike Proctor, President of Leading Edge Financial Planning, LLC in Wichita, KS. In this captivating episode, we're thrilled to host a true entrepreneurial trailblazer, Jacob Wayman, as he shares his remarkable journey and the enduring lessons that have shaped his success.   Join us as we delve into the dynamic world of entrepreneurship and gain insights that are both inspiring and practical.   Jacob's entrepreneurial odyssey began in an environment where hard work and innovation were the norm. Growing up in an entrepreneurial family, he imbibed these values, setting the foundation for his future endeavors.   Today, Jacob stands as the proud owner of two Orange Theory fitness locations in Wichita, a testament to his dedication and drive. Hear him discuss the formidable challenges he confronted when acquiring his businesses, a venture that coincided with the onset of the COVID-19 pandemic. His resilience and strategic prowess during this period make for a compelling narrative of entrepreneurial endurance.   But that's not all—Jacob is deeply ingrained in his community. He serves on the leadership team of Wichita Downtown Rotary and is a board member of the Salvation Army, reflecting his commitment to making a positive impact. As an honorary commander at McConnell AFB, he continues to foster valuable connections and collaborations within the community.   In addition to his thriving fitness business and community involvement, Jacob is an expert in employee benefits brokerage, helping businesses make wise financial decisions for their employees.   As we navigate through Jacob's journey, he imparts invaluable advice to fellow entrepreneurs. His emphasis on maintaining a harmonious balance between business aspirations, family values, and faith resonates deeply. Additionally, he shares his insights into effective time management, a skill that's been instrumental in his multifaceted life.   Jacob's story is also a testament to the significance of mentorship. Over the years, he's garnered wisdom from a diverse group of community members in Wichita, reinforcing the belief that learning from others is a hallmark of entrepreneurial growth.   Tune in to Season 2, Episode 11 of the Real Wealth Podcast for an illuminating and motivational conversation with Jacob Wayman. Whether you're a seasoned entrepreneur or just embarking on your own journey, Jacob's experiences and enduring wisdom will leave you inspired and ready to conquer your entrepreneurial dreams.   And special thanks to Leading Edge Financial Planning for sponsoring this episode. At Leading Edge Financial Planning, we understand that making wise financial decisions is a crucial step in living the best life possible with the time we have left.   https://www.orangetheory.com/en-us/locations/kansas/wichita/1423-n-webb-road-suite-159/ https://www.linkedin.com/in/jacobwayman/ https://www.linkedin.com/in/mikeproctorlefp/ https://www.linkedin.com/company/leadingedgefinancialplanningllc/ https://www.facebook.com/LeadingEdgeFP/   Podbean episode on RWP: https://realwealth.podbean.com/e/s2-jacob-wayman-entrepreneurial-endurance/   Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526 https://www.leadingedgefp.com/ https://calendly.com/leading-edge/introductions   Leading Edge Financial Planning, LLC (LEFP) is a Registered Investment Adviser in Kansas and Colorado and is registered or exempt in all other states where conducting business. For any questions or concerns, please contact Michael Proctor, CCO for LEFP at 316.768.7526 or mike@leadingedgefp.com .
Journey into Architectural Mastery and Mentorship Stories | Real Wealth Podcast S2:E10
Nov 4 2022
Journey into Architectural Mastery and Mentorship Stories | Real Wealth Podcast S2:E10
Welcome to Season 2, Episode 10 of the "Real Wealth Podcast." In this captivating installment, we have the privilege of delving into the remarkable life and career of David Riffel, a distinguished partner at Alloy Architecture. David's architectural journey began in the 1980s when the firm was known as Howard and Hilmer Architecture, and he's been instrumental in shaping its evolution ever since. But this episode isn't just about buildings and blueprints; it's about the profound transformation that life can bring. Seven years ago, David underwent open heart surgery—a life-altering event that, in his words, felt like meeting Jesus for the first time. This poignant experience led him to ask, "Why am I here?" and ignited a passion for mentorship that has reshaped his life's purpose. David's transformative journey found its expression in his book, "Mentoring Warriors." This book is not only a guide but also a workbook for those looking to develop their mentoring skills while exploring their spiritual path. David's deep commitment to following the Lord through mentorship resonates throughout our conversation. In this episode, we explore the key themes of "Mentoring Warriors," from self-management and life skills to faith, identity, and more. You'll discover how mentorship is a two-way street, benefiting both the mentor and mentee, and how it can be a powerful catalyst for personal growth and transformation. But David's dedication to mentoring doesn't end with his book. He has also founded the non-profit organization, Mentoring Warriors, as a testament to his belief in the life-changing impact of mentorship. To learn more about this noble initiative, visit www.mentoring-warriors.com. This episode is brought to you by our sponsor, Leading Edge Financial Planning, LLC. Your financial partner for comprehensive financial planning. Explore their expertise in estate planning, retirement strategies, and supporting your financial journey at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC, are committed to helping you shape your financial future. Stay connected with Leading Edge Financial Planning, LLC, for valuable insights and updates on Facebook and LinkedIn. For more insights into holistic well-being, connect with Leading Edge Financial Planning, LLC, on their website, Facebook page (LeadingEdgeFP), and LinkedIn (LeadingEdgeFinancialPlanningLLC). Ready to shape your financial future? Schedule a consultation with Leading Edge Financial Planning, LLC, through Calendly. Join us for this inspiring conversation as we explore the architectural wonders of David's career and the profound personal transformation that has driven him to mentor and inspire others. To connect with David and gain further insights into his incredible journey, visit his LinkedIn profile at linkedin.com/in/david-riffel-5b31959. Tune in to Season 2, Episode 10 of the "Real Wealth Podcast" and be inspired by David's story—a reminder that life's most enduring structures are built from the heart, and real wealth is found in the purposeful pursuit of making a difference in the lives of others. For valuable insights on various aspects of life, tune in to the Real Wealth Podcast's thought-provoking episodes at https://www.leadingedgefp.com/real-wealth-podcast for your favorite podcast platform!   Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.   Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526 https://www.leadingedgefp.com/ https://calendly.com/leading-edge/introductions
Dave Ramsey's Success Strategies: Advisor Insights Shared | Real Wealth Podcast S2:E9
Oct 20 2022
Dave Ramsey's Success Strategies: Advisor Insights Shared | Real Wealth Podcast S2:E9
Welcome to Season 2, Episode 9 of the Real Wealth Podcast, proudly sponsored by Leading Edge Financial Planning. I'm your host, Mike Proctor, CFP®, RICP®, CVGA. In this engaging episode, we delve into the world of financial transformation. Michael Proctor hosts three of our seasoned advisors – Lyndon Zielke, CFP®, Jacob Swisher, and James Oswald – who have dedicated their careers to helping people make wise financial decisions using the Ramsey Solutions platform. In this enlightening discussion, our advisors take you on a journey through the fundamental steps of the Ramsey Solutions financial roadmap. From the very first baby step of building an emergency fund to the art of effective budgeting, they share their personal experiences with these principles, both in their own lives and in guiding their clients. Lyndon Zielke, CFP® opens up about his inspiring transformation, recounting how Ramsey's time-tested methods enabled him to become debt-free over six years ago. This pivotal moment empowered him to transition into a fulfilling career in financial planning. Lyndon also touches our hearts with a client success story, demonstrating how the application of Ramsey's principles not only eliminated overwhelming medical debt but also boosted the client's self-esteem along the way. James Oswald shares how Ramsey's teachings, acquired through his upbringing and educational experiences, helped him avoid the pitfalls of debt. He vividly illustrates a client's journey, showcasing how Ramsey's principles led to the escape from payday loans and credit card debt, ultimately creating a solid financial foundation. Jacob Swisher adds valuable insights into the journey from saving for retirement to the noble goal of giving generously. The advisors collectively explore the power of Dave Ramsey's focused, step-by-step approach to reshaping financial behaviors and mindsets, resulting in greater financial freedom and long-term stability for both clients and advisors alike. To learn more about our advisors and their expertise, visit: Leading Edge Financial Planning Advisors For more episodes of the Real Wealth Podcast, please visit: Real Wealth Podcast Connect with Leading Edge Financial Planning, LLC: WebsiteFacebookLinkedInCalendly Join us and discover how you can unlock your own path to financial success through the wisdom of Dave Ramsey and the expertise of Leading Edge Financial Planning in this Season 2, Episode 9 special!   Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey.   Stay Connected: Stay updated with insights and updates from Leading Edge Financial Planning, LLC on Facebook and LinkedIn. For more insights into holistic well-being, connect with Leading Edge Financial Planning, LLC: Website: www.leadingedgefp.com Facebook: LeadingEdgeFP LinkedIn: LeadingEdgeFinancialPlanningLLC Ready to shape your financial future? Schedule a consultation: Calendly   For valuable insights on various aspects of life, tune in to the Real Wealth Podcast's thought-provoking episodes at your favorite podcast platforms listed here: https://www.leadingedgefp.com/real-wealth-podcast    Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions. Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526 https://www.leadingedgefp.com/  https://calendly.com/leading-edge/introductions
Explore Empowerment Through Breathwork and Mind-Body Connection| Real Wealth Podcast S2:E7
Oct 7 2022
Explore Empowerment Through Breathwork and Mind-Body Connection| Real Wealth Podcast S2:E7
In this illuminating episode of the Real Wealth Podcast, your host Michael Proctor, founder of Leading Edge Financial Planning, LLC, introduces you to the multi-talented wellness practitioner, Brooke Genter. Brooke's mission is to enhance the quality of life for all she encounters, and her primary role is that of a compassionate listener, a guiding light for those seeking a path to better living. Brooke's journey into the world of wellness began in massage therapy school, where a chance encounter on a hiking trail introduced her to the profound practice of breathwork. Recognizing its transformative power, she knew it was an essential tool for her own success and for helping others on their wellness journeys. During our conversation, Brooke provides invaluable insights into the breathwork process, shedding light on what typically transpires during a 50-minute session. She unravels the fascinating chemical and physical effects of breathwork on the body and mind, along with the myriad health benefits it offers. For those eager to explore more about Brooke's expertise and embark on their wellness journey, be sure to visit her website Amavi Breathwork, and connect with her on Facebook. Join us in this enlightening episode as we delve deep into the world of breathwork and holistic wellness, offering you a glimpse into the transformative potential it holds for your life. Sponsored Message: Your Financial Partner: Discover the power of lifestyle financial planning at Leading Edge Financial Planning. Michael Proctor and the team at Leading Edge Financial Planning, LLC specialize in comprehensive estate planning and retirement strategies, supporting your financial journey with expertise and care. Stay Connected: Stay up to date with insights and updates from Leading Edge Financial Planning, LLC on Facebook and LinkedIn. Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions. https://www.thebreathhaus.com/   Instagram: _brooke_amber https://www.instagram.com/_brooke__amber_/?hl=en   Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526 https://www.leadingedgefp.com/ https://calendly.com/leading-edge/introductions