PODCAST

Retire As You Desire

Bill Bloom

Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for you and your family. There is one life to live--so take the helm, plan ahead, ask questions, and tune in with Bill on the Retire As You Desire Podcast! Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Welcome to Retire As You Desire
What Do Taxes Look Like in the Future? with David McKnight
Have you heard of America’s fiscal condition? How do you feel about the President’s new tax legislation?    Bill talks with bestselling author, podcast host, and business owner David McKnight. Together they talk about the importance of bumping up your tax conversions, the current status of the American currency and its fiscal condition, and what changes David suggests to the fiscal policy if he were in charge and tasked to help with the gap.    David McKnight has helped put thousands of Americans on the road to the zero percent tax bracket for more than 22 years. He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, Kiplinger’s, MarketWatch, and numerous other national publications.    His bestselling book The Power of Zero has sold over 250,000 copies, and Penguin Random House published the updated and revised version. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in the Power of Zero retirement approach.      Find David and learn about him at: Web: https://davidmcknight.com/ LinkedIn: https://www.linkedin.com/in/thepowerofzero/ The Power Of Zero Show: https://podcasts.apple.com/ca/podcast/the-power-of-zero-show/id1441026169 FB: https://www.facebook.com/davidmcknightandcompany     Show notes: [1:55] Diving deeper into The Power of Zero [5:02] How is it possible to write a book in just three days? [6:36] The premise on David's new Financial (thriller) novel [12:30] America and its fiscal condition [14:55] US currency and its future [17:36] On Pres. Biden's new tax legislation [21:36] What David will do to fix the fiscal condition of the country [26:08] The importance of Roth IRA conversion [29:17] Bumping UP your tax conversion [30:21] The Infinity Code — the details      Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
2d ago
31 mins
4 Money Saving Ideas For the Holidays!Gobble Gobble - Happy ThanksgivingHow Much Risk Do Your Investments Have?Need to Get It Right Once with Chris Ross
Are you open to the possibility of changing from good to great to unstoppable? Is it possible? Chris Ross proved it is as he shares his journey and success story with Bill. Chris and Bill have an epic conversation about how vision, mission, and getting better 1% every day can make all the difference in the world. He also shares his principle of being an entrepreneur and winning in life: Setting up your foundations as there are no shortcuts. Highlights Why is it important to get better 1% everyday? - 2:18The two things that you don’t want to happen. - 4:28How did Chris find and set up his foundation? - 6:39Keeping and mitigating people away from his life. - 9:44The optimal level: From good to great to unstoppable. - 14:41Holding yourself accountable: Your life is only a reflection of the choice and decisions you make. - 18:20Paying very close attention to those who don’t celebrate your losses and wins. - 23:00You can’t build a business without capital. - 29:59What’s his future vision for himself? - 31:32It’s not hard to say: No is a sentence. - 34:19Difference between sacrifice and investment. - 35:31What does money mean to Chris? - 38:25It’s better to give away money than give away time. - 44:17Where to find, connect, and listen to Chris’ show? - 49:38 Episode ResourcesConnect with Bill Bloomhttps://www.bloomfinancialco.com/bill@bloomfinancial.ushttps://www.bloomfinancialco.com/Bill-Bloom.9.htmhttps://www.linkedin.com/company/bloom-financial-company/https://www.facebook.com/retireasyoudesireConnect with Chris Ross843-396-2104https://winject.com/
Nov 18 2021
52 mins
How Do I Know If I Can Retire Early?Who is Controlling YOUR Destiny? with Brett RuizBeing Able to Retire EarlyFalling in Love with the Professional Services Trap with Steve Gordon
Why do people choose to run their own businesses, despite having successful careers? For the money? Maybe. For the power? It might be. However, for Steve Gordon, he started running his own business to help owners and individuals by transforming them into the leading expert in the market. Bill welcomes The Unstoppable CEO Steve Gordon to talk about business, investments, family, and money. Steve takes a trip down memory lane as he talks about the reasons that made him into the successful entrepreneur he is today. He also shares the meaning and importance of family and money to him. Highlights Who is the guest today? - 0:07What made Steve want to be an entrepreneur. - 1:03Buying the business from his first job at a young age. - 3:33Looking back: How he was introduced to a strategic coach and what role the coach played for him, throughout his life. - 4:47When he wrote the cheque, did he think it was an investment? - 7:44Who he wants to be a hero to. - 9:25Importance of getting his own personal message out to the world. - 11:21Meaning of family. - 16:04What does money mean to Steve? - 16:49Where to find the podcast and how to reach out to Steve and his team. - 17:52 Episode ResourcesConnect with Bill Bloomhttps://www.bloomfinancialco.com/bill@bloomfinancial.ushttps://www.bloomfinancialco.com/Bill-Bloom.9.htmhttps://www.linkedin.com/company/bloom-financial-company/https://www.facebook.com/retireasyoudesireConnect with Steve Gordonhttps://unstoppableceo.net/https://www.linkedin.com/in/gordonsteve/https://www.facebook.com/theunstoppableceo
Nov 4 2021
19 mins
FreedomIf You Don't Know Your Destination, Any Wind is a Fair Wind with Teresa Easler
What does it take to be a successful entrepreneur? Do you need to have a lot of money or should you aim for higher education? Success doesn’t happen overnight — that’s what Teresa Easler proves. As she talks about her story with Bill, she shares her journey from being a student to finding her success as a coach. In this episode, Bill and Teresa discuss what it took for her to become a successful business owner. She explains how she is “employable” and how she built her company from nothing. Highlights How Teresa Easler became an entrepreneur - 1:13Favorite part in working with big companies, corporations, and high-level entrepreneurs. - 2:22Realizing that she needs to go out on her own. - 8:02How important is it to spend time away from her business to be with her family? - 12:32Does she have a goal? Is she setting them up at the beginning of the year? - 15:51Introduction to a strategic coach. - 19:56Traits that she saw throughout the years that separate people who have grown to those who were not able to do the things they want in their careers. - 23:50Her favorite part is being on all sides of the area. - 26:51What she’s always reminding her clients and students all the time. - 32:26The meaning of money for Teresa. - 35:36Where to find Teresa? - 36:31 Episode ResourcesConnect with Bill Bloomhttps://www.bloomfinancialco.com/bill@bloomfinancial.ushttps://www.bloomfinancialco.com/Bill-Bloom.9.htmhttps://www.linkedin.com/company/bloom-financial-company/https://www.facebook.com/retireasyoudesireConnect with Teresa Easlerhttps://www.connecttothecore.com/https://ca.linkedin.com/in/teresaeaslerhttps://twitter.com/teresaeasler
Oct 28 2021
38 mins
Taxes In RetirementSmall Stakes Practices For Big Stakes Results with Chris VossNavigating the WatersIf You Don't feel, You Don't Heal with Brian Bogert
Can you say that your life right now is truly successful? Are you happy and content? Bill and Brian Borgert talk about his journey to reaching people, helping to end suffering, and allowing themselves to be their true, authentic selves. Brian shares how suffering shows up in people’s lives and affects not only their personal lives, but also their careers and goals in life. He also shares his goal: To reach and change 1 BILLION people’s lives for them to feel joy and fulfillment. Highlights Introducing Brian Bogert: The guy for the people. - 0:15How he gave himself permission to be who he truly needed to be. - 1:04Don’t play the what role. The what role leads to unhappiness. - 5:48The best parts that came to Brian from the last two years. - 6:21Success story: How a 68-year old became financially independent. - 9:23Why does he want to reach and change 1 billion people’s lives? - 11:18Favorite part of being on stage. - 14:50What are some ways that people can really free themselves from their old ways of thinking? - 17:11The meaning of money for Brian. - 20:40When you value yourself, that’s when your money can grow, your life can grow, your opportunities can grow. - 26:19Where to find Brian? - 26:57 Episode ResourcesConnect with Bill Bloomhttps://www.bloomfinancialco.com/bill@bloomfinancial.ushttps://www.bloomfinancialco.com/Bill-Bloom.9.htmhttps://www.linkedin.com/company/bloom-financial-company/https://www.facebook.com/retireasyoudesireConnect with Brian Bogerthttps://brianbogert.com/https://www.facebook.com/bogertbrianhttps://www.instagram.com/bogertbrianhttps://www.linkedin.com/in/brianbogert
Oct 14 2021
28 mins
How to Create a Financial FoundationSuccess Leaves Clues with Fredrick Douglas Bussey
Oct 7 2021
21 mins
What Does Retirement Really Mean?The Flow of Cash with John Blanton
Buying, owning, and investing in real estate is generally a great investment option: It can be an ongoing passive income and its value can increase over time. But how can you get started? It starts with your cash flow. Bill sits down with John Blanton of the Contrarian Cashflow. John discusses how he was able to start in real estate and how cash flow greatly helped his growing business. He talks through the importance of self-education, no matter what kind of investment you’re making. John also shares how to build legacies and educate your children into taking over the family business. Highlights How’s the real estate market in South Carolina? - 0:54What interests John to start in real estate? - 2:48The one percent role. - 5:01Why is cash flow important for John, his family, and in his real estate business? - 6:57There are two sides of the coin: The cash flow and the depreciation side. - 7:37The importance of self-education, no matter what type of investment you’re doing. - 9:36Real estate strategies that can help people build legacy. - 12:43How can you diversify your holdings in real estate? - 16:22What does money mean to John? - 19:42Where can you find John? - 21:10   Episode Resources Connect with Bill Bloomhttps://www.bloomfinancialco.com/bill@bloomfinancial.ushttps://www.bloomfinancialco.com/Bill-Bloom.9.htmhttps://www.linkedin.com/company/bloom-financial-company/https://www.facebook.com/retireasyoudesireConnect with John Blantonhttps://www.linkedin.com/in/joblantohttps://contrarian-cashflow.captivate.fm/
Sep 30 2021
22 mins
What Should You Do With an Inheritance?

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