Retire As You Desire

Business & Economics Podcasts

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.

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.

Location:

United States

Genres:

Business & Economics Podcasts

Description:

Language:

English

Website:

https://www.bloomfinancialco.com/

Email:

podcasts@podkick.com

Episodes

How To Calculate The Value Of Your Time And Grow Your Network With Mark Fujiwara

5/19/2022

In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life. Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, author, and speaker on the missing component of a financial plan. Most of the entrepreneurs and...

Duration:00:38:17

This Is Why Changing Course Can Help You Get To Your Destination

5/16/2022

In today’s Money Monday episode, Bill talks about adapting to the changes in life can help you get to where you want to be. When you set off to either start a new career or a new job post and you are in transition, sometimes things never work out the way you want them to. Nothing goes according to plan. What’s important is to stay consistent with your goal, ask for help, and be prepared to adapt to the changes that life may bring. Show notes: [1:25] How do you get to your...

Duration:00:06:24

How to Spot Burnout with Manuel Astruc

5/12/2022

Burnout is a relatively new term for a fairly common experience. It’s more than just feeling a little “stressed out” because if left unchecked, it can show up as physical, mental, and emotional illness — and can have some pretty devastating impacts down the road. In this episode, Bill talks with a Psychiatrist and Coach, Dr. Manuel Astruc MD. They talk about how he started in his field and how he decided to start his own business. He also shares his experience of going through burnout...

Duration:00:32:05

What Do Rising Interest Rates Mean For You

5/9/2022

Recently, interest rates have risen to half a point, which creates some changes, but what are these? What does increasing interest mean, especially in our day-to-day lives. Tune in to learn more about it so can properly plan your next move to secure your financial future. Show notes: [1:33] Getting ahead of inflation [1:54] What do rising interest rates mean? [2:42] Savings rates might go up [3:26] Credit card debt-APR may go higher Connect with Bill Bloom Web:...

Duration:00:04:33

Teamwork - Fuel For Freedom and Fuel For Fun with Shannon Waller

5/5/2022

In today’s episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights around teamwork and success that she’s gained from working with entrepreneurs and their teams over the years. As a coach, author, speaker, and innovator, she has made her mark as the world’s foremost expert on...

Duration:00:39:57

How To Invest When The Markets Are Down 10, 20 Or 30%

5/2/2022

Today’s episode is brought to you by Diane Money, your financial life simplified. If you want to learn more about this technology, check out www.dianemoney.com. Speaking of finances, today’s episode is all about what you should do, money-wise, when the markets are down. We are currently in that market state, so make sure you tune in to know what you can do to put your money to use. Show notes: [1:38] What today’s episode is all about [2:18] Bill’s thought process: start buying [3:31]...

Duration:00:04:08

How to Live a Life of Luxury with Jen Du Plessis

4/28/2022

In this episode, Bill is joined by Author, Speaker, Podcast Host, and Founder of Jen Du Plessis, LLC, Jen Du Plessis herself. They talk about how she was able to live a life of luxury through the years and what gives her the confidence to do all the things she does. She also shares how she shifted from earning money but not being present for her family to doing both simultaneously. Jen Du Plessis, America’s Mortgage Mastery Mentor helps mortgage loan officers and real estate agents who...

Duration:00:31:03

5 Steps To Building Wealth

4/25/2022

If you ask anyone how to build wealth, the most basic answer will be: make money, save money, and invest money. In today’s episode, Bill shares how you can build wealth by diving into each step and helping you understand what it takes to make your wealth. While get-rich-quick schemes sometimes may be enticing, the tried-and-true way to build wealth is through regular saving and investing—and patiently allowing that money to grow over time. It’s okay to start small. The important thing is to...

Duration:00:10:28

How to Win Back Clients and Increase Your Revenue with Dan Pfister

4/21/2022

In this episode, Bill talks with the Co-Founder of The Business Resource and Founder of WinBack Labs, Dan Pfister. They talk about Dan’s entrepreneurial journey of losing many clients in 2016, getting them back, and using that experience to help businesses get returns on their past clients. Dan Pfister has been a marketer for over two decades and has spent thousands of hours testing and implementing a wide variety of sales and marketing strategies. In total, they’ve generated over...

Duration:00:31:41

What's The Difference Between Being Rich vs. Being Wealthy

4/18/2022

In today’s Money Monday episode, Bill shares the difference between being rich and being wealthy. Most people aspire to become rich themselves, but they don’t know where to put their money to become wealthy. So tune in and learn how you can leave behind wealth for your family’s successive generations to come. Show notes: [1:16] Rich vs. wealthy [3:38] Challenge your thinking [4:24] Takeaway [5:31] Outro Connect with Bill Bloom Web:...

Duration:00:05:21

Master Money or It Will Master You with Scott Donnell

4/14/2022

Today Bill talks with Serial Entrepreneur and the Founder of GravyStack, Apex Leadership Co., and Hapbee, Scott Donnell. They talk about Scott’s journey from wanting to sell his company and sail into the sunset to changing his mind about it and starting a few more businesses with just his vision and passion. Scott Donnell is the CEO at Hapbee Technologies, Inc, and a business leader who has dedicated his life to both physical and mental health. Scott’s personal passion for healthy living...

Duration:00:33:30

How To Free Up Your Time and Love Your Life

4/11/2022

In today’s episode, Bill talks about the importance of getting your finances in order to enjoy your life to the fullest. When you have financial freedom, you can choose what you want to do with your money. When you let your money work for you, you’ll have more time to do what you want and enjoy your life. The big question is, are you doing the right thing to get to where you need to be financially? Show notes: [1:18] Bill welcomes his second son [2:01] The importance of time [4:13] How...

Duration:00:05:38

Living Life on Purpose with Lamarr Lark

4/7/2022

In today’s episode, Bill is joined by Entrepreneur Lamarr Lark to talk about what it’s like to live life on purpose and according to plan. They talk about how at the age of 25, Lamarr vowed that after age 50, he would no longer be part of corporate America. So at 48, he left that cushy corporate life to start his journey of starting his own business. They also talk about how his faith played a large part in his success now. Get to know more about Lamarr by reaching out to him at:...

Duration:00:41:41

Incremental vs. Monumental with Ken Joslin

4/4/2022

Today, Bill talks with the Coach, Author, and CEO of GROW STACK DRIVE brand, Ken Joslin. They talk about how Ken has changed his life in 90 days, lost a lot of weight in 18 months, and grew his network. Ken also shares his core values and discipline about daily small incremental changes in his life. CEO of the Ken Joslin Team & the GROW STACK DRIVE brand, Ken is a former Pastor turned Coach as well as a real estate professional. Ken Joslin is a driven leader who has closed over $250mm in...

Duration:00:27:34

Growing 15 Employees to 60 in 9 Months, Smoothly with Damon Burton

3/31/2022

In today’s episode, Bill talks with Author and Founder of SEO National, Damon Burton. They talk about Damon’s entrepreneurial journey of 15 years and how he rapidly grew his employees from 15 to 60 in just a matter of months. When companies are now shifting everything online, his expertise is more important than ever in helping businesses thrive. If you are a brand-new entrepreneur or a seasoned, this is a great episode to tune in to. Damon Burton's expertise is more important than ever...

Duration:00:29:46

Insights to Finding What Makes You Happy with Chad Johnson

3/28/2022

In this episode, Bill talks with the Author, Entrepreneur, Coach, and Founder of The Achademy, Chad Johnson. They have an insightful conversation about relationships, abundance, and finding happiness. Chad also shares his Giant 5 priorities, which makes his life more fulfilling every day because success is all about building relationships and achieving balance in life. Chad Johnson is a third-generation entrepreneur who had several successful careers before returning to the family...

Duration:00:30:23

If They Don't Pay, They Won't Pay Attention with Steve Sims

3/24/2022

In today’s episode, Bill talks with Speaker, Author, Coach, and CEO of Bluefish, Steve Sims, about making things happen through pure passion. They also talk about how he started doing his speakeasies and how the pandemic changed his personal and entrepreneurial life. So if you’re looking for more motivation to do the things you are passionate about, this episode is it. Quoted as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine, Steve Sims is a best-selling Author with...

Duration:00:40:00

The True Value of Relationships with Pablo Gonzalez

3/21/2022

In this episode, Bill speaks with the Co-founder and CMO of Be The Stage and Co-Host of the B2B Community Builder Show podcast. They dive deeper into relationships and their importance to Pablo. Moreover, they also talked about how changes in his relationships have played a big part in his business's success. Pablo Gonzalez is obsessed with the human connection. He’s used this expertise on the subject to manage a 120 person, $15M construction business at 25, build various young...

Duration:00:33:10

People Don't Want To Talk To You Until They Want To Talk To You With Dave Zumpano

3/17/2022

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started...

Duration:00:38:13

Give Value to Receive Value with Yakup Özkardes-Cheung

3/14/2022

In this episode, Bill invited Entrepreneur, Content Marketing Manager, and one of the pioneers in the Content Creation industry, Yakup Özkardes-Cheung. They talked about his journey in the industry, the projects he’s currently working on, and the importance of giving value to people so you can receive value as well. Yakup started as a journalist and worked for different newspapers, TV stations, magazines, and online platforms, especially as a digital editor. As Content Marketing Manager,...

Duration:00:23:38