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  • Episode 27 - Kathleen Celmins The Well Paid Expert
    2023/08/24
    KATHLEEN CELMINS, CEO, PUBLISHED AUTHOR, AND YOUR PERSONAL MONETIZATION COACH I can boast two decades of work in leadership, sales, lead generation, and marketing (both digital and offline). I know how to sell things, and I know what will sell… guaranteed. But most importantly, as a whole person outside my identity as an entrepreneur, I’ve learned the importance of lifestyle design, intentional business building, and unsubscribing from the hustle while building a life I don’t want to retire from. It is out of this passion, and the core belief that experts - meaning you - deserve to be paid well for your own expertise, that I built The Well-Paid Expert. I specialize in showing entrepreneurs, digital product creators, and anyone making a living selling their expertise as a service the key skills they need to shift the entire scope of their lives. What does that mean? I will teach you how to monetize your ideas and processes - turning your offer suite into an evergreen funnel. https://thewellpaidexpert.com/ For more insight on your current financial situation, building a lifestyle that gives you freedom without taxes and to be smart about money and finance, schedule a private consultation with Brand Jo - go to https://calendly.com/brandijo/consultation Money is created, not saved. Money is destroyed by saving. Money must flow in order for you to become rich. You are living the life you choose to live, choose better. TERMS AND CONDITIONS Brandi Jo Newman and its members, officers, directors, owners, employees, agents, representatives, suppliers and service providers provides this website (the “Site”) for informational purposes only. Use of and access to the Site and the information, materials, services, and other content available on or through the Site (“Content”) are subject to these terms of use and all applicable laws. NO INVESTMENT ADVICE The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Brandi Jo Newman or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Brandi Jo Newman is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold Brandi Jo Newman, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site. INVESTMENT RISKS There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. --- Support this podcast: https://podcasters.spotify.com/pod/show/brandijo/support
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    47 分
  • Episode 26 - Jerry Fetta The Blueprint To Financial Freedom
    2023/07/13

    Jerry Fetta helps make finances simple, true, and applicable. As the Founder and CEO of Wealth DynamX, a Financial Firm that helps thousands of clients across the U.S. build wealth, Jerry has a passion for providing financial education for families so they can become solvent and achieve greater financial freedom in life.
    Jerry and his team have helped thousands of clients across the US achieve greater financial freedom in life and his mission is to to help as many families, individuals, and entrepreneurs as possible to achieve the same. Get a free book, "The Blueprint to Financial Freedom" from Jerry Fetta today!

    https://jerryfetta.com/b2fpromo
    Start today with a step by step guide on how to achieve financial stability and growth for your family ONLY with the resources you possess.

    --- Support this podcast: https://podcasters.spotify.com/pod/show/brandijo/support
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    56 分
  • Episode 25 - Jim Lee Real Estate Syndicator
    2023/07/10

    By being the top LoopNet/Costar sales rep and winning a $50k sales incentive bonus, Jim Lee used that savings to purchase his first 2 bed/1 bath condo and learn the importance of having multiple streams of income.

    Later, Jim pursued being a realtor to source my own deals but hit some roadblocks and realize it was not a great fit. During lockdown is when Jim explored other potential avenues to make money with real estate and he discovered syndication.


    Now my mission is to educate and bring value in the form of syndication. It’s the safest and fastest track to reach the reality of financial freedom. Jim Lee received his Bachelor of Science degree in Economics from UCLA in 2010, and started his career as an inside sales representative for LoopNet/Costar. Now through real estate syndication, he is invested in over 600 units in the past 2 years where he has participated as a general partner/limited partner. Download my free E-Book from my website - https://formosainvesting.com/download/ It's a short 20 pages E-Book of all the mistakes I've made as a real estate investor and how by over coming these challenges, created a path for me to become a syndicator.

    --- Support this podcast: https://podcasters.spotify.com/pod/show/brandijo/support
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    56 分
  • Episode 24 - Fred Moskowitz Little Green Book of Note Buying
    2023/07/06

    Fred Moskowitz is an educator and best selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "be the bank". Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments. His new book, titled "The Little Green Book Of Note Investing, has recently launched. You may connect with Fred at https://www.fredmoskowitz.com/ or by texting the keyword MONEY to 215-461-4433 Download Fred’s special report on note investing at https://www.giftfromfred.com/ Book: "The Little Green Book Of Note Investing" pick up a copy on Amazon here: https://amzn.to/3I0pR49 For more insight on your current financial situation, building a lifestyle that gives you freedom without taxes and to be smart about money and finance, schedule a private consultation with Brand Jo - go to https://calendly.com/brandijo/consultation Money is created, not saved. Money is destroyed by saving. Money must flow in order for you to become rich. You are living the life you choose to live, choose better. TERMS AND CONDITIONS Brandi Jo Newman and its members, officers, directors, owners, employees, agents, representatives, suppliers and service providers provides this website (the “Site”) for informational purposes only. Use of and access to the Site and the information, materials, services, and other content available on or through the Site (“Content”) are subject to these terms of use and all applicable laws. NO INVESTMENT ADVICE The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Brandi Jo Newman or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Brandi Jo Newman is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold Brandi Jo Newman, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site. INVESTMENT RISKS There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

    --- Support this podcast: https://podcasters.spotify.com/pod/show/brandijo/support
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    1 時間 11 分
  • Episode 23 - Rich Friesen Conversation With Money
    2023/07/05

    Free Course: https://conversations.money/brandi/ Richard Friesen works with professionals and business leaders who want to increase their personal effectiveness with joy and grace. His neuroscience-based Mind Muscles™ model gives his clients the opportunity to reach their goals with online training, simulations, interactive exercises, group support, and real-time decision processes. Richard has been a futures broker for Merrill Lynch, a floor trader on the CME, CBOT, and the options floor of the Pacific Exchange where he built and sold a successful options trading firm where he served on the Exchange's board of directors. He also founded and built a financial software company and is the inventor of ten significant trading interface patents. This combined with his Master’s Degree in Clinical Psychology, Neurolinguistics Programing Master’s certification, and neuroscience focus, brings a unique framework to business, investing, and career success. Rich is building a Money-Positive community with his book “A Private Conversation with Money” and his online course. This book observes the main character “Joe” who deals with all the conflicts, self-sabotage and belief systems around money and wealth. For more insight on your current financial situation, building a lifestyle that gives you freedom without taxes and to be smart about money and finance, schedule a private consultation with Brand Jo - go to https://calendly.com/brandijo/consultation Money is created, not saved. Money is destroyed by saving. Money must flow in order for you to become rich. You are living the life you choose to live, choose better. TERMS AND CONDITIONS Brandi Jo Newman and its members, officers, directors, owners, employees, agents, representatives, suppliers and service providers provides this website (the “Site”) for informational purposes only. Use of and access to the Site and the information, materials, services, and other content available on or through the Site (“Content”) are subject to these terms of use and all applicable laws. NO INVESTMENT ADVICE The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Brandi Jo Newman or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Brandi Jo Newman is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold Brandi Jo Newman, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site. INVESTMENT RISKS There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.

    --- Support this podcast: https://podcasters.spotify.com/pod/show/brandijo/support
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    55 分
  • Episode 22 - Lisa Sakai One Vision Retirement
    2023/07/05

    Lisa Sakai is a Financial Consultant who works with clients on Bucket List Acceleration and getting to live the life they want now. As the co-founder of One Vision Retirement, she has been working with clients across the country for over 12 years. Lisa's advice provides easy to understand, logical steps and exercises that people can take action on right away. Baby Step your Way to Financial Independence It's a download to help get a better control on their finances and make progress on their journey: https://www.onevisionretire.com/resou... After trying careers in Hollywood, education, and then insurance, Lisa Sakai found her calling: providing financial advice and planning for female professionals and their families. Virtually, she focuses on Bucket List Planning and guiding her clients to leverage their dollars to love the lifestyle they love now. With the heart of a servant and the mind of a teacher, Lisa is always available to help you when you need her most, but especially when you think you don’t need her. She has a unique ability to take complicated concepts, terms and ideas and present them in a way that is easy to understand. Lisa was past president of the Mission Viejo Chamber of Commerce. An avid theater goer, Lisa also enjoys trail running, cooking, reading, traveling, food, kickboxing, and spin classes. She's also reteaching herself how to play the piano. For more insight on your current financial situation, building a lifestyle that gives you freedom without taxes and to be smart about money and finance, schedule a private consultation with Brand Jo - go to https://calendly.com/brandijo/consult... Money is created, not saved. Money is destroyed by saving. Money must flow in order for you to become rich. You are living the life you choose to live, choose better. TERMS AND CONDITIONS Brandi Jo Newman and its members, officers, directors, owners, employees, agents, representatives, suppliers and service providers provides this website (the “Site”) for informational purposes only. Use of and access to the Site and the information, materials, services, and other content available on or through the Site (“Content”) are subject to these terms of use and all applicable laws. NO INVESTMENT ADVICE The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Brandi Jo Newman or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Brandi Jo Newman is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold Brandi Jo Newman, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site.

    --- Support this podcast: https://podcasters.spotify.com/pod/show/brandijo/support
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    1 時間 1 分
  • Episode 21 - Patti Handy Minding Her Money
    2023/07/04

    After spending a combined 20 years as a Financial Advisor and Mortgage Advisor, and having countless conversations with women, Patti Handy decided to pursue her dream of Financial Coaching for Women. She is a teacher at heart and she loves to educate and empower women with money smarts!
    Understanding that money can be an overwhelming topic for many, Patti audaciously passionate about creating financial confidence when it comes to your well-being. This has been the catalyst to follow her passion of empowering and educating women in their financial journey.

    Patti Handy is a Certified Executive Coach, Certified Life Coach, she holds a Real Estate Brokers license and a published author of four books.

    Full disclosure, Patti is a self-proclaimed chocoholic, loves to read, and the beach is her happy place.

    Join Patti's tribe at her website: http://www.mindinghermoney.com/

    This is the page to download a free 'Minding Her Money" Roadmap- the 9 steps to take for those that want to increase their financial confidence. You can book a complimentary call with me through this link as well.

    --- Support this podcast: https://podcasters.spotify.com/pod/show/brandijo/support
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    43 分
  • Episode 20 - Dawn Santoriello Money and Manifestation
    2023/05/24

    The Spiritual Path to Prosperity...The Truth About Money Revealed “My soul’s calling is to show people the truth about money so they can have more abundance and peace of mind in reaching their goals. I love making a positive difference in their lives when it comes to showing them how money really works.” - Dawn Santoriello Buy The Book: ⁠https://www.dsfinancialstrategies.com/book In Manifest and Invest, Dawn Santoriello, CFP® aligns with The Law of Attraction providing practical sound financial advice to help you create a life of abundance. She shares practical, real-world strategies from a positive heart-centered space that uplifts and empowers you to take control. Get Financial peace of mind and economic confidence Become more efficient with your money Re-write your “money story” and change your beliefs about money Find what your money blocks are and clear them Get the financial tools to build, grow and keep your wealth Demystify investments - money does not have to be scary Get into the vibration and frequency of money It’s not how much money you have but how much you get to keep. For more insight on your current financial situation, building a lifestyle that gives you freedom without taxes and to be smart about money and finance, schedule a private consultation with Brand Jo - go to https://brandijo.money Money is created, not saved. Money is destroyed by saving. Money must flow in order for you to become rich. You are living the life you choose to live, choose better. NO INVESTMENT ADVICE The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. Nothing contained on our Site constitutes a solicitation, recommendation, endorsement, or offer by Brandi Jo Newman or any third party service provider to buy or sell any securities or other financial instruments in this or in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content on this site is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the Site constitutes professional and/or financial advice, nor does any information on the Site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Brandi Jo Newman is not a fiduciary by virtue of any person’s use of or access to the Site or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content on the Site before making any decisions based on such information or other Content. In exchange for using the Site, you agree not to hold Brandi Jo Newman, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Site. INVESTMENT RISKS There are risks associated with investing in securities. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

    --- Support this podcast: https://podcasters.spotify.com/pod/show/brandijo/support
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    58 分