🎙️Episode Title: Mastering Wealth Spending for a Balanced Life

How can a smart wealth spending plan secure both today’s joy and tomorrow’s stability?

In this episode, we explore practical strategies to balance spending and saving at every life stage. From bucket systems to dynamic withdrawal methods, we uncover how to manage finances without sacrificing enjoyment. Whether you're planning for early retirement or looking to grow wealth sustainably, discover actionable insights to align your financial goals with life’s priorities.

What you’ll learn:

🔑 The Fundamentals of Wealth Spending for Sustainable Growth

💰 How to Allocate Income into Essential Buckets for Different Needs

📈 Using the 4% Rule and Dynamic Withdrawal for Retirement Success

🏖️ Strategies to Enjoy Life Today Without Compromising the Future

🛠️ Automating Your Wealth Plan to Stay Consistent Across Life Stages

Timestamps:

0:00:13 Wealth Spending and Spending Plan

0:07:02 Importance of Holidays

0:14:22 Ensuring Continuity in Spending

0:15:36 Dynamic Withdrawal Strategy

0:18:10 Tax Considerations

0:21:04 Balancing Current and Future Needs

Meet Victor Idoko:

Victor is a Chartered Financial Analyst (CFA) with a Master's in Commerce (Finance) and a Bachelor’s in Economics. 📚 He also holds an Advanced Diploma in Financial Planning. His passion is helping others achieve more rewarding lives through financial planning, whether it’s reducing stress, increasing financial security, or freeing up time. 🌟💰

Connect with Victor:

📸 TikTok: https://www.tiktok.com/@victoridokowlthadv

👔 LinkedIn: https://www.linkedin.com/in/victor-idoko-cfa-a5799076/

Follow us on social media:

➡️ Website: https://cfvservices.com.au/

➡️ Facebook: https://www.facebook.com/cfvservices/

➡️ Instagram: https://www.instagram.com/cfvservices/

➡️ LinkedIn: https://www.linkedin.com/company/cfv-services/

➡️ YouTube: https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw

🎧 Don’t forget to like, subscribe, and share this episode for more wealth-building insights! 🙌✨

Hosted on Acast. See acast.com/privacy for more information.

🎙️Episode Title: Creating a Healthy Work-Life Balance for Business Owners

How can prioritising health elevate your business success?

In this episode, we’re joined by Adam Zahr and Mark O’Brien as they share their insights on the crucial role of health and fitness for business owners and high-performing professionals. Discover how a strong fitness routine can enhance leadership, productivity, and team dynamics while providing practical strategies for maintaining well-being in a busy lifestyle.

What you’ll learn:

🔑 The Essential Role of Health and Fitness in Business Growth

🏋️ Fitness Strategies for Busy Professionals

💼 Building Team Spirit with Fitness Events

⏰ Staying Motivated with Remote Coaching

🧠 Enhancing Productivity Through Physical Well-Being

Connect with Adam Zahr:

📱 Facebook: https://www.facebook.com/adam.zahr.1/

📸 Instagram: https://www.instagram.com/adamzahr_/

👔 LinkedIn: https://www.linkedin.com/in/adam-zahr-9a61ba262/

Connect with Mark O’Brien:

🌐 Website: https://fitpluswell.com/

📞 Phone: 0450 737 005

📧 Email: info@fitpluswell.com

📱 Facebook: https://www.facebook.com/fitpluswellgym

📸 Instagram: https://www.instagram.com/fitpluswell/

👔 LinkedIn: https://www.linkedin.com/company/fitpluswell/about/

Meet Victor Idoko:

Victor is a Chartered Financial Analyst (CFA) with a Master's in Commerce (Finance) and a Bachelor’s in Economics. 📚 He also holds an Advanced Diploma in Financial Planning. His passion is helping others achieve more rewarding lives through financial planning, whether it’s reducing stress, increasing financial security, or freeing up time. 🌟💰

Connect with Victor:

📸 TikTok: https://www.tiktok.com/@victoridokowlthadv

👔 LinkedIn: https://www.linkedin.com/in/victor-idoko-cfa-a5799076/

Follow us on social media:

➡️ Website: https://cfvservices.com.au/

➡️ Facebook: https://www.facebook.com/cfvservices/

➡️ Instagram: https://www.instagram.com/cfvservices/

➡️ LinkedIn: https://www.linkedin.com/company/cfv-services/

➡️ YouTube: https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw

Hosted on Acast. See acast.com/privacy for more information.

🎙️Episode Title: Why Every Business Owner Needs a Fitness Routine

How can prioritising health elevate your business success?

We’re joined by Adam Zahr and Mark O’Brien as they share their personal journeys balancing fitness, family, and entrepreneurship. Discover how physical well-being impacts leadership, productivity, and relationships, and gain practical tips to stay fit while managing a business.

What you’ll learn:

🔑 The Link Between Health and Business Success

🏋️ Fitness Tips for Busy Entrepreneurs

💼 Balancing Work, Family, and Wellness

⏰ How to Stay Consistent with Fitness Goals

🧠 Boosting Productivity Through Exercise

Connect with Adam Zahr:

📱 Facebook: https://www.facebook.com/adam.zahr.1/

📸 Instagram: https://www.instagram.com/adamzahr_/

👔 LinkedIn: https://www.linkedin.com/in/adam-zahr-9a61ba262/

Connect with Mark O’Brien:

🌐 Website: https://fitpluswell.com/

📞 Phone: 0450 737 005

📧 Email: info@fitpluswell.com

📱 Facebook: https://www.facebook.com/fitpluswellgym

📸 Instagram: https://www.instagram.com/fitpluswell/

👔 LinkedIn: https://www.linkedin.com/company/fitpluswell/about/

Meet Victor Idoko:

Victor is a Chartered Financial Analyst (CFA) with a Master's in Commerce (Finance) and a Bachelor’s in Economics. 📚 He also holds an Advanced Diploma in Financial Planning. His passion is helping others achieve more rewarding lives through financial planning, whether it’s reducing stress, increasing financial security, or freeing up time. 🌟💰

Connect with Victor:

📸 TikTok: https://www.tiktok.com/@victoridokowlthadv

👔 LinkedIn: https://www.linkedin.com/in/victor-idoko-cfa-a5799076/

Follow us on social media:

➡️ Website: https://cfvservices.com.au/

➡️ Facebook: https://www.facebook.com/cfvservices/

➡️ Instagram: https://www.instagram.com/cfvservices/

➡️ LinkedIn: https://www.linkedin.com/company/cfv-services/

➡️ YouTube: https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw

🎧 Don’t forget to like, subscribe, and share this episode for more wealth-building insights! 🙌✨

Hosted on Acast. See acast.com/privacy for more information.

🎙️Episode Title: Wealth Safeguarding: Life Insurance, Disability Cover, and Beyond

Are you prepared for unexpected financial challenges?

What you’ll learn:

💼 Protect your assets and income with essential insurance coverage.

🏡 Manage and grow your wealth through strategic asset allocation.

📈 Safeguard your earning potential with income protection strategies.

🧳 Plan for efficient wealth transfer and tax management.

🛡 Ensure business continuity with key persons and buy-sell insurance.

Timestamps:

00:13 - Wealth Protection and Management Overview

02:20 - Types of Personal Protection Covers

05:51 - Trauma and Income Protection Insurance

09:59 - Real-Life Example: Mr. Thompson's Case

14:35 - Wealth Management: Asset Allocation and Location

21:58 - Estate Planning and Retirement Planning

26:09 - Example: Sarah Jones' Wealth Management

29:53 - Summary and Analogy

Meet Victor Idoko:

Victor is a Chartered Financial Analyst (CFA) with a Master's in Commerce (Finance) and a Bachelor’s in Economics. 📚 He also holds an Advanced Diploma in Financial Planning. His passion is helping others achieve more rewarding lives through financial planning, whether it’s reducing stress, increasing financial security, or freeing up time. 🌟💰

Connect with Victor:

📸 TikTok: https://www.tiktok.com/@victoridokowlthadv

👔 LinkedIn: https://www.linkedin.com/in/victor-idoko-cfa-a5799076/

Follow us on social media:

➡️ Website: https://cfvservices.com.au/

➡️ Facebook: https://www.facebook.com/cfvservices/

➡️ Instagram: https://www.instagram.com/cfvservices/

➡️ LinkedIn: https://www.linkedin.com/company/cfv-services/

➡️ YouTube: https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw

🎧 Don’t forget to like, subscribe, and share this episode for more wealth-building insights! 🙌✨

#WealthBuilding #FinancialFreedom #SmartInvesting #PassiveIncome #WealthManagement #ElevateYourWealth #FinancialPlanning #InvestmentStrategies #MoneyMindset #FinancialGoals #DebtFreeJourney #MoneyManagement #FinancialLiteracy #BudgetingTips #InvestmentTips #FinancialSecurity #FinancialSuccess #FinancialAdvice #FinancialWellness

Hosted on Acast. See acast.com/privacy for more information.

🎙️Episode Title: Building Wealth with Bobby Lam: Debt Recycling and SMSF Strategies

🌍 What does it take to master the world of property investment and small business finance?

In this episode, Bobby Lam, a seasoned mortgage broker, shares his wealth of knowledge on strategies like debt recycling and using SMSF to grow your assets. Bobby also reveals the unique purpose-driven mission behind his company, The Loan Lounge, and how it’s making a difference in the fight against human trafficking.

💼 Learn how to navigate the complexities of mortgage broking, understand the benefits of low-doc loans, and discover the advantages of commercial property financing. Plus, get a glimpse into Bobby’s personal journey and his passion for whiskey. Tune in for a conversation packed with insights that can help you build a stronger financial future!

Connect with Loan Lounge

🌐 Website: https://loanlounge.au/

📞 Phone: 02 9037 2825

📧 Email: admin@theloanlounge.com

📱 Facebook: https://www.facebook.com/loanlounge

📸 Instagram: https://www.instagram.com/loanlounge/

👔 LinkedIn: https://www.linkedin.com/company/loanlounge/

Meet Victor Idoko:

Victor is a Chartered Financial Analyst (CFA) with a Master's in Commerce (Finance) and a Bachelor’s in Economics. 📚 He also holds an Advanced Diploma in Financial Planning. His passion is helping others achieve more rewarding lives through financial planning, whether it’s reducing stress, increasing financial security, or freeing up time. 🌟💰

Connect with Victor:

📸 TikTok: https://www.tiktok.com/@victoridokowlthadv

👔 LinkedIn: https://www.linkedin.com/in/victor-idoko-cfa-a5799076/

Follow us on social media:

➡️ Website: https://cfvservices.com.au/

➡️ Facebook: https://www.facebook.com/cfvservices/

➡️ Instagram: https://www.instagram.com/cfvservices/

➡️ LinkedIn: https://www.linkedin.com/company/cfv-services/

➡️ YouTube: https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw

Hosted on Acast. See acast.com/privacy for more information.

🎙️Episode Title: ‘7 Basic Wealth Strategies’ by Victor Idoko – A Must-Read for a Fulfilling Life!

What does it take to build a truly rewarding and fulfilling life?

In this episode, we sit down with Victor Idoko to discuss his new book, “7 Basic Wealth Strategies for a More Rewarding and Fulfilling Life.” Victor shares practical insights and personal stories that shaped his understanding of wealth, health, and happiness.

We explore key strategies to balance these areas while overcoming common biases that hold people back. He also talks about the importance of having a long-term vision and how to turn those dreams into reality.

What you’ll learn:

📘 How to apply the 7 wealth strategies to your life

💡 Identifying and overcoming personal biases

💰 Effective ways to build and manage wealth

🏠 Tips for achieving life balance through strategic planning

🔄 The role of cash flow in financial stability

Timestamps:

0:13 - Dedication and Introduction to the Book

03:08 - Chapter One: Start with the End in Mind

08:22 - Chapter Two: Know Your Biases

16:37 - Chapter Three: Cash Flow

21:33 - Chapter Four: Investing

27:04 - Chapter Five: Personal Protection

29:47 - Chapter Six: Building Wealth with Strategic Debts

31:00 - Chapter Seven: Super Retirement

34:27 - Bonus Chapter: Building a Million Dollars in 15 Years

36:21 - Conclusion and Availability

Meet Victor Idoko:

Victor is a Chartered Financial Analyst (CFA) with a Master's in Commerce (Finance) and a Bachelor’s in Economics. 📚 He also holds an Advanced Diploma in Financial Planning. His passion is helping others achieve more rewarding lives through financial planning, whether it’s reducing stress, increasing financial security, or freeing up time. 🌟💰

Connect with Victor:

📸 TikTok: https://www.tiktok.com/@victoridokowlthadv

👔 LinkedIn: https://www.linkedin.com/in/victor-idoko-cfa-a5799076/

Follow us on social media:

➡️ Website: https://cfvservices.com.au/

➡️ Facebook: https://www.facebook.com/cfvservices/

➡️ Instagram: https://www.instagram.com/cfvservices/

➡️ LinkedIn: https://www.linkedin.com/company/cfv-services/

➡️ YouTube: https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw

🎧 Don’t forget to like, subscribe, and share this episode for more wealth-building insights! 🙌✨

Hosted on Acast. See acast.com/privacy for more information.

Are you making the most of your business structure and tax strategies? In this episode, Zhum Yee, a seasoned accountant with 24 years of experience, shares his insights on effective business structuring, asset protection, and tax planning. He explains the importance of using tools like SMSFs and family trusts to shield your assets and improve tax efficiency. Zhum also highlights common accounting mistakes that business owners should avoid, such as neglecting proper record-keeping.

Learn when it’s time to transition from a sole trader to a company and how to leverage holding companies for better risk management. Zhum's expertise will guide you in making smarter financial decisions for your business. Don't miss the valuable strategies that can transform your approach to business and finance!

Meet Victor Idoko:

Victor is a Chartered Financial Analyst (CFA) with a Master's Degree in Commerce (Finance) and a Bachelor's Degree in Economics. He also holds an Advanced Diploma in Financial Planning. Victor finds fulfillment in helping others achieve more rewarding lives through financial planning. His passion for this field stems from the positive changes his advice brings to his clients, such as reducing stress, increasing financial security, and freeing up time.

Follow us on social media:

➡️ Website: https://cfvservices.com.au/

➡️ Facebook: https://www.facebook.com/cfvservices/

➡️ Instagram: https://www.instagram.com/cfvservices/

➡️ LinkedIn: https://www.linkedin.com/company/cfv-services/

➡️ YouTube: https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw

Hosted on Acast. See acast.com/privacy for more information.

Ever wondered how the rich keep getting richer? Join Victor Idoko, Host of the Elevate Your Wealth podcast and Founder of CFV Services, as he shares tips and strategies for building wealth and achieving financial freedom.

Learn how to invest smartly, manage risk, and make your money work for you. You will also learn practical tips for growing your assets and creating passive income. Victor also shares real-life case studies, showcasing successful wealth-building journeys.

Follow us for a wealth of knowledge and start your journey towards financial success today.

Meet Victor Idoko:

Victor is a Chartered Financial Analyst (CFA) with a Master's Degree in Commerce (Finance) and a Bachelor's Degree in Economics. He also holds an Advanced Diploma in Financial Planning. Victor finds fulfillment in helping others achieve more rewarding lives through financial planning. His passion for this field stems from the positive changes his advice brings to his clients, such as reducing stress, increasing financial security, and freeing up time.

Follow us on social media:

➡️ Website: https://cfvservices.com.au/

➡️ Facebook: https://www.facebook.com/cfvservices/

➡️ Instagram: https://www.instagram.com/cfvservices/

➡️ LinkedIn: https://www.linkedin.com/company/cfv-services/

➡️ YouTube: https://www.youtube.com/channel/UCKgPfneIj483L-2n-RhnZVw

Hosted on Acast. See acast.com/privacy for more information.