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.

Welcome to Retire As You Desire
Trailer 1 min 5 sec

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Who doesn’t want to build their dream life? But how do you start that process, and how to implement your ideas to start your journey to a robust financial future? In today’s Money Monday episode, Bill Bloom wanted to talk about some tips and approaches that anyone can implement at any given time they want. But then again, the perfect time to start is now.     Show notes: [2:20] The four different stool approaches: emergency fund [2:58] Investment: bonds, 401(k), etc. [3:40] High-risk investments [4:42] Home run: start a company—take this risk at least once in your life      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.

Dec 6

7 min 20 sec

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.

Dec 2

31 min 9 sec

Now that the holiday season is near, you might be spending hundreds to thousands of dollars giving gifts to your friends, family, and loved ones. In this Money Monday episode, Bill describes his money-saving ideas for you for the holidays. He shares what works for him, and the different questions that he loves asking himself that can also work for you. Highlights Being asked repeatedly “How do you stop spending money especially during the holidays?” - 0:17 The first step is to think once you spend money. - 0:46 The second step. - 1:45 Another idea to think about. - 2:27 Ask yourself before buying something for yourself: “Can this make me money?” - 3:25 The last step. - 3:39 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Nov 29

4 min 55 sec

Today I show my gratitude to you and yours. Hope you have a wonderful Turkey Day! Highlights Taking time to thank everyone. - 00:11 Special message. - 0:53 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Nov 25

1 min 36 sec

Risk. Investments have risks. Do you know how much risk you're taking in your investments? What about your significant other's investments? Tune in to find out how you can understand the overall risk that you are taking. Highlights The email that Bill received. - 0:17 How do you figure out how much risk you’re taking in as a household? - 0:53 Bill’s advice. - 2:00 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Nov 22

2 min 47 sec

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? - 2:18 The two things that you don’t want to happen. - 4:28 How did Chris find and set up his foundation? - 6:39 Keeping and mitigating people away from his life. - 9:44 The optimal level: From good to great to unstoppable. - 14:41 Holding yourself accountable: Your life is only a reflection of the choice and decisions you make. - 18:20 Paying very close attention to those who don’t celebrate your losses and wins. - 23:00 You can’t build a business without capital. - 29:59 What’s his future vision for himself? - 31:32 It’s not hard to say: No is a sentence. - 34:19 Difference between sacrifice and investment. - 35:31 What does money mean to Chris? - 38:25 It’s better to give away money than give away time. - 44:17 Where to find, connect, and listen to Chris’ show? - 49:38 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Chris Ross 843-396-2104 https://winject.com/ 

Nov 18

52 min 3 sec

Do you know if you could retire early? In today's Money Monday episode of the Retire As You Desire Podcast, I discuss three steps that should be considered before you retire early. Highlights Getting the question: How do I know if I can retire early? - 0:17 You have to understand your fixed expenses every single month. - 1:36 What Bill loves seeing other people do before they retire. - 1:57 The important question to ask your financial advisor. - 2:52 What to plan for? - 3:31 Steps to take if you want to retire early. - 3:39 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Nov 15

5 min 11 sec

What’s your dream business-like? Is it a big corporation generating thousands of dollars every hour or is it simple and humble as long as you can call it your own? Business-minded people dreamt of owning their business at the beginning of their journey, including entrepreneur Brett Ruiz. Together with Bill, Brett talks about the different reasons why he wanted to become a business owner, to what it really feels like owning business after business after business. He also shares the importance of getting a coach and investing in yourself in order to grow your business. Highlights What’s it been like to grow multiple businesses? - 1:06 Reasons he wants to become a business owner. - 3:45 Importance of investing in yourself. - 6:24 Best investments he made in himself. - 7:15 What allowed her to get away from the self-centered mindset? - 10:00 How he was introduced to a coach and why did he join? - 13:41 What does money mean to Brett? - 17:35 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial company/ https://www.facebook.com/retireasyoudesire Connect with Brett Ruiz https://medinaexteriors.com/ 

Nov 11

21 min 45 sec

Retiring early is a dream come true for a lot of people. Starting as early as possible can give you many advantages, but what’s the secret to retiring at an early age? In today’s Money Monday, Bill shares very good news to everyone: Two of his clients could retire early! By following the Retire as You Desire process, they are now candidates to enjoy the fruits of their labors at an early age. Highlights The fun topic for the day. - 0:22 Taking two of his clients through the Retire as You Desire process and now, they can retire early. - 0:31 What makes X happy? - 1:31 Plan to see how long your money could last for, for your lifetime. - 1:53 What the Retire as You Desire process is set up to help people do. - 2:15 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Nov 8

3 min 8 sec

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? - 0:07 What made Steve want to be an entrepreneur. - 1:03 Buying the business from his first job at a young age. - 3:33 Looking back: How he was introduced to a strategic coach and what role the coach played for him, throughout his life. - 4:47 When he wrote the cheque, did he think it was an investment? - 7:44 Who he wants to be a hero to. - 9:25 Importance of getting his own personal message out to the world. - 11:21 Meaning of family. - 16:04 What does money mean to Steve? - 16:49 Where to find the podcast and how to reach out to Steve and his team. - 17:52 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Steve Gordon https://unstoppableceo.net/ https://www.linkedin.com/in/gordonsteve/ https://www.facebook.com/theunstoppableceo 

Nov 4

19 min 32 sec

In today’s Money Monday episode, Bill takes you through the journey of Suzy. Bill narrates how he helped Suzy by creating a navigation strategy for her not only to pay off her house and existing credit card debt but also achieve the freedom that she’s aiming for. What does freedom mean to you? What can make you feel free? What would you like to have freedom off so you can live a purpose-filled and passion-filled life? Let Bill know by sending him an email at questions@bloomfinancial.us.  Highlights What does being free mean to you? - 0:16 The story of Suzy and how she was able to pay off her credit card debt and house to be free. - 0:45 Was Suzy able to retire? - 2:15 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Nov 1

4 min 5 sec

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 - 1:13 Favorite part in working with big companies, corporations, and high-level entrepreneurs. - 2:22 Realizing that she needs to go out on her own. - 8:02 How important is it to spend time away from her business to be with her family? - 12:32 Does she have a goal? Is she setting them up at the beginning of the year? - 15:51 Introduction to a strategic coach. - 19:56 Traits 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. - 23:50 Her favorite part is being on all sides of the area. - 26:51 What she’s always reminding her clients and students all the time. - 32:26 The meaning of money for Teresa. - 35:36 Where to find Teresa? - 36:31 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Teresa Easler https://www.connecttothecore.com/ https://ca.linkedin.com/in/teresaeasler https://twitter.com/teresaeasler 

Oct 28

38 min 29 sec

When it comes to keeping more of your savings for retirement, it’s crucial to understand different tax strategies. In today’s Money Monday, Bill talks about why knowing more about taxes in retirement is important. He reiterates the value of knowing the taxes that come with encasing your retirement money as you’ll not be getting it in full. Bill also shares a strategy that you can follow to help mitigate these taxes once you decide to retire. Highlights The reason why the topic, taxes in retirement, is an important item of discussion. - 0:15 The problem. - 0:41 Why are you not getting your retirement money, for example, your 401k, in full? - 1:00 The ways to help plan to mitigate these taxes in retirement. - 2:02 In 2025, the tax laws are gonna change. - 2:33 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Oct 25

3 min 21 sec

How can you win a negotiation? Bill welcomes a special guest to talk about different small practices that can result in huge impacts. The author of "Never Split The Difference" and Black Swan Group owner, Chris Voss, talks about what it takes to win a negotiation. Chris was the lead FBI negotiator and trainer for many years. Listen to this incredible interview today! Highlights How Bill met Chris Voss. - 0:24 Getting access to Chris’ newsletter and a ton of incredible information. - 2:02 What can you get from Chris’ newsletter? - 2:29 Coaching a kidnapping story. - 5:30 Looking into negotiations and collaborations into navigations. - 11:51 How important is it to understand the other side of perspective? - 12:14 When you’re being corrected, people don’t have the wherewithal to listen. - 15:49 How important is it to listen? - 16:25 The future vision for himself and his companies. - 21:31 Things that stood out for Chris while publishing his book. - 25:31 What does money mean to Chris? - 31:01 Episode Resources Text Black Swan Method to 33777 Never Split the Difference Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Chris Voss https://www.blackswanltd.com/home 

Oct 21

35 min 1 sec

What are your plans for retirement? Are you already saving for it? For today’s Money Monday Episode, Bill discusses what it is like competing in a 333-mile sailboat race and how it equates to your investing habits. He also shares how to help clients navigate their retirement funds. Highlights The Race to Mackinac. - 0:19 Connection with retirement planning. - 1:11 Helping clients navigate their retirement funds. - 2:17 Every second counts. - 3:13 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Oct 18

4 min 17 sec

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. - 0:15 How he gave himself permission to be who he truly needed to be. - 1:04 Don’t play the what role. The what role leads to unhappiness. - 5:48 The best parts that came to Brian from the last two years. - 6:21 Success story: How a 68-year old became financially independent. - 9:23 Why does he want to reach and change 1 billion people’s lives? - 11:18 Favorite part of being on stage. - 14:50 What are some ways that people can really free themselves from their old ways of thinking? - 17:11 The meaning of money for Brian. - 20:40 When you value yourself, that’s when your money can grow, your life can grow, your opportunities can grow. - 26:19 Where to find Brian? - 26:57 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Brian Bogert https://brianbogert.com/ https://www.facebook.com/bogertbrian https://www.instagram.com/bogertbrian https://www.linkedin.com/in/brianbogert 

Oct 14

28 min 15 sec

Have you ever wondered what you should have as your financial foundation? Well, tune in and listen to this episode to find out! Please share this with your friends and family who are teenagers and in their 20's. Also, subscribe to this show to get new episodes every Monday and Thursday. Highlights What does it actually mean to have a foundation? - 0:17 The first step in building your financial foundation: You should have your insurance in place. - 1:06 The second step is: Build an emergency fund. - 1:31 The most important step is: Have a plan for your future. - 2:07 Start young. Start early. Start often. Start automating your investments. - 3:20 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Oct 11

3 min 46 sec

Your mistakes can make you successful. Once you make a mistake, it teaches you to be responsible for fixing them and learning from your experience. Bill welcomes singer, songwriter, and entrepreneur Fredrick Douglas Bussey. Fredrick shared how the mistakes he made paved the way to his success today. He is a self-starter: He tells his story of being broke to growing his wealth and also his knowledge. Highlights Who is Fredrick Douglas Bussey? - 0:36 What helped and allowed Fredrick to be the man he is today? - 2:02 Lessons that catapulted him to allow him to create a firm and do the other things he’s doing. - 4:12 How being away from his business and family allowed Fredrick and his business to grow. - 7:54 The secret of scheduling: Family is first and last in his calendar. Business goes in between. - 10:38 What changes his perspective and way of thinking? - 14:27 What does money mean to Fredrick? - 17:37 Success leaves clues. - 19:50 Where to follow or contact Fredrick? - 20:24 Episode Resources Breaking Orbit: Rip Out of the Regular by Unearthing the Power Within Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Fredrick Douglas Bussey http://fredrickbussey.com/ https://www.instagram.com/fredrick.bussey/ https://www.linkedin.com/in/fredrick-bussey-iconstatus 

Oct 7

21 min 45 sec

Do you have plans for your retirement? For you, what’s the best age to finally retire and enjoy life? For today’s Money Monday Session, Bill talks about the origin of the word retirement: Where it came from, how it started, and what it really means today. Highlights What other people think about retirement. - 0:31 The German who created the term “retirement” and the idea of retirement in the workforce. - 0:47 What retirement means today. - 2:32 “I really encourage people to go out and do the things that they love doing because that’s gonna increase their happiness, that’s gonna increase their life on this planet. And it comes down to using money to allow you to do that.” - 3:59 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Oct 4

5 min 31 sec

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? - 0:54 What interests John to start in real estate? - 2:48 The one percent role. - 5:01 Why is cash flow important for John, his family, and in his real estate business? - 6:57 There are two sides of the coin: The cash flow and the depreciation side. - 7:37 The importance of self-education, no matter what type of investment you’re doing. - 9:36 Real estate strategies that can help people build legacy. - 12:43 How can you diversify your holdings in real estate? - 16:22 What does money mean to John? - 19:42 Where can you find John? - 21:10   Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with John Blanton https://www.linkedin.com/in/joblanto https://contrarian-cashflow.captivate.fm/ 

Sep 30

22 min 22 sec

Talking about inheritance is a very touchy subject: After all, you’re talking about the death of a loved one. But everything doesn’t end with collecting the money that your loved one left you: There are also some rules that you need to follow as an inheritor. Bill talks about the steps you need to take once you inherit money. He also shares about the things that you need to think about when it comes to withdrawing your inherited money and what are the tax implications that you might face, should you fail to follow the new tax law. Highlights Inheritance is a really touchy point in a lot of people’s lives. - 0:15 What do you do when you inherit money? - 0:50 Changes in the tax law. - 2:00 Questions you should ask yourself in your current planner. - 3:14 Not completely withdrawing your money in 10 years can cause pretty big tax implications. - 3:41 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Sep 27

4 min 20 sec

Everyone all over the world experienced the downsides of the pandemic, even big businesses. But this did not stop Dan Rogers from building a new business, even after losing 100% of his past ventures. During his interview with Bill, Dan talks about the struggles of the pandemic and how it allowed him to listen to the boss (not his wife) about his future. Highlights What Sales Side Kick is all about - 1:00 The purpose of holding businesses at a high standard that’s being held traditionally. - 4:41 What Dan went through before starting Sales Side Kick. - 5:28 Letting go of the past: Letting go of clients to start a new venture. - 11:39 The credit goes to the boss. - 13:00 I’ve got the juice to burn it, but I don’t think I have the juice to keep it. I have the juice to be a good shepherd, but at the end of the day, it comes and goes as the boss sees it. - 16:23 What does money mean to Dan? - 17:39 Money is a byproduct of how you want to live your life. -19:51 Where can you find Dan? - 22:55 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Dan Rogers https://salessidekick.com/ https://www.linkedin.com/in/dantrogers 

Sep 23

23 min 46 sec

After interviewing many high-level entrepreneurs and asking them my favorite questions, "What does money mean to you?" I have learned that many of them think that it is a tool. Learn how money could be used for you in this episode! Also, please subscribe to this show and share it with your social media networks. 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. Highlights Every Thursday we have interviews with high-level entrepreneurs - 0:43 Money is a tool! - 1:06 What money does for you - 1:17 Allow your money to be utilized for you - 2:11 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire www.retireasyoudesire.com www.retireasyoudesirepodcast.com 

Sep 20

3 min 41 sec

Is the art of storytelling dead? Duncan Littlefield proves otherwise. Bill interviews creative extraordinaire Duncan to share about his company, The Littlefield Co, as well as his perception about the future of content writing. He also touches on his passion for storytelling, his love for Nike shoes, as well as how money can create opportunities. Highlights Pandemic Connections: How did Bill and Duncan meet? - 0:41 The Littlefield Company. - 1:22 Is the art of storytelling dead? - 3:47 What’s the future of content creation? - 6:40 You have to create content that is exciting, that is opportunity-focused. - 9:11 How does Duncan reward himself? - 10:40 For people who are in business, a lot of times, they don’t retire. - 14:26 What does Duncan do to have fun, away from work? - 15:59 The meaning of money. - 20:21 Where can listeners find Duncan? - 22:18 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Duncan Littlefield https://thelittlefield.co/ https://www.linkedin.com/in/duncanlittlefield https://www.instagram.com/dflittlefield/ https://twitter.com/dflittlefield https://www.facebook.com/TheLittlefieldCo/ https://www.youtube.com/channel/UC9TvXL2XpBhLBSmLDeinc-w https://www.linkedin.com/company/thelittlefieldcompany https://www.instagram.com/thelittlefieldco/ 

Sep 16

23 min 34 sec

Why is your net worth important? In this Money Monday episode of the Retire As You Desire Podcast, Bill discusses how you can go about calculating your net worth. He also highlights that your cash is a very simple thing: As inflation increases, the value of the dollar goes down, so you need your money to work while still allowing your assets to grow. Highlights Why is your net worth important? - 0:35 If you want to have a great net worth, what are the ways to do that? - 1:19 The dollar amount that is shown at your statement is not the actual value of your account. - 2:53 Allow your assets to grow: Put money in your assets, not in your liabilities. - 4:46 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Sep 13

5 min 43 sec

Bill welcomes Adrian Madero of Surmesur. They speak about Adrian growing up in the family business, starting his own businesses, and how he sets big goals. Not only that, but Adrian also shares his thoughts on using clothes to create lasting first impressions and how important it is to reward yourself after hitting your goals and reaching your milestones. Highlights Why Adrian is an ideal guest for the show. - 0:45 It’s all about business: What does owning and running a business mean to Adrian? - 1:11 Owning a business is now simple: It takes a big toll emotionally and mentally that other people don’t easily see. - 3:14 Complexities that they faced when just starting with the business. - 4:40 What makes a very good first impression? - 8:06 Clothes represent a part of who you are. - 10:34 Why is it important to reward yourself after hitting your goals? - 11:17 What does money mean to Adrian? - 14:37 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Adrian Madero https://surmesur.com/en-us https://www.instagram.com/adrianmaderor 

Sep 9

16 min 57 sec

In this Labor Day episode, Bill talked about what it means to explore and live life again. When was the last time you allowed yourself to be a kid again? Adulting can be difficult, so let yourself be a kid again and enjoy life! Highlights How having a child changed Bill and his wife’s life. - 0:14 Being a kid is so much fun. - 0:36 As adults, we lose the sense of fun and exploration. As we get older, we don’t really allow ourselves to go out and be a kid again. - 0:53 The challenge. - 1:35 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Sep 6

2 min 51 sec

How can you overcome your fears to live a better life? Bill discusses this with BrEpic Communications CEO, Justin Breen. Things may look great on social media, but it’s not the way of life and you need to take action for your own future. Bill and Justin also answered the important question: What does it take to be a game-changing entrepreneur? Highlights Introducing Justin Breen. - 0:24 Understanding both sides of people: Justin’s perspective. - 3:01 If you don’t have anyone, it’s hard to do it yourself. - 5:02 People who become entrepreneurs are completely different from day-to-day folks. - 7:35 Most people don’t see past where they are. - 10:34 Taking action for your own future: Learning how to let your brain evolve in futuristic thinking. - 11:47 Going out and being a game-changer for the world. - 14:11 We all have instances in our lives that are not always good. Things might look great on social media, but it’s not life. - 16:27 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Justin Breen https://www.linkedin.com/in/justinbreen1 https://www.brepicllc.com/ 

Sep 2

18 min 31 sec

How do you keep tabs of your net worth? Are you confident to know the difference between your assets and your liabilities? Bill discusses what it means to know your net worth. He also reiterates the importance of keeping track of the numbers on a monthly basis and why you should discuss them with your financial advisor, not only in preparation for your retirement but also on how you can increase your net worth. Highlights I can vividly remember not taking any class in school that really focuses on how to grow your net worth. - 1:05 What does net worth really mean? - 1:22 Liabilities: What does it mean? - 1:59 Why do you need to add up all your assets and your liabilities? What’s the reason why you should keep track of the numbers every single month? - 3:07 At the end of the day, it’s up to you to increase your net worth. - 4:36 Episode Resources Connect with Bill Bloom http://bloomfinancialco.com/ bill@bloomfinancial.us http://www.bloomfinancialco.com/Bill-Bloom.9.htm https://podcasts.apple.com/us/podcast/retire-as-you-desire/id1574392835 https://open.spotify.com/show/2WXqHawSzruaZI7yWm1GyN?si=g5mWLfjSSI67Pv0m3A-RtQ&dl_branch=1&nd=1  https://music.amazon.com/podcasts/53c57a8b-efca-48c8-b90a-b39a0d7d0d08/retire-as-you-desire https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Aug 30

5 min 18 sec

Bill interviews Russ Johns, the brains and the voice behind the Pirate Broadcast Podcast. Russ used to work in the corporate world when he decided to establish his own company and started helping people create and launch podcasts. During the interview, Russ shared how working less means earning more money and how delegating work to other people can give you more time to focus on other things that can bring you ultimate joy and satisfaction. Highlights How did Russ come up with the name Pirate Broadcast? - 0:42 What’s his passion and motivation behind helping people create and launch their own podcasts? - 3:36 When you learn to listen and you listen to understand rather than to respond, there’s this curiosity that starts to build up. If you start to get curious about why, how, and what’s going on around you, it opens up doors, it opens up opportunities. - 4:56 What does a self-managing business trusting people look like? - 8:25 The more I delegate, the more time I get back. The less time I work, the more money I make. - 10:04 What does the statement “The less I work, the more money I make” means? - 10:47 Finding the who, not how. - 13:14 Not every task that we’ll do will bring us ultimate joy. However, everything that we can do can help someone else along the way. 15:33 Reasons why people create or maintain their own podcasts. - 17:35 The more you enjoy it, the more your audience knows that you enjoy it. - 19:19 What does money mean to Russ? - 21:29 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Russ Johns https://russjohns.com/ https://www.facebook.com/RussJohnsCreates/ https://www.linkedin.com/in/nextstepnext https://twitter.com/russjohnsdotcom https://www.instagram.com/russjohns/ 

Aug 26

23 min 50 sec

What are your plans for retirement? Are you confident that they are mistake-proof, especially when it comes to your finances? In today’s episode, Bill talks about the mistakes that retirees can make during retirement. If you’re retired, are you willing to spend an additional fee every month as upkeep for the car that you’ve purchased? Because of the unnecessary fees and costs that you weren’t able to compute into your retirement funds, chances are, you’ll be withdrawing money from your investment pool, which will hurt your investment portfolio. Bill reiterates the importance of thinking twice, before making that big purchase, as it could be a big issue in your financial future. Highlights What are the mistakes that retirees make while in retirement? - 0:43 There are retirees who are buying new or used cars upon retirement but are not able to prepare for the maintenance costs of having one. - 1:07 It’s so important to understand where your income comes from in retirement. - 1:20 Before you go out and make that big purchase, please understand where those payments are going to come from. - 2:24 Think twice about buying that luxury car in retirement, it could really be a big issue in your financial future. - 2:46 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Aug 23

3 min 53 sec

Bill invites Justin Schenck, one of the earlier adopters of modern-day podcasting, who started out with a $60 mic to changing lives through his podcast. Bill and Justin talked about how Justin started out, what are the different aspects which change his approach towards podcasting, life in general, and how money and purpose can be used as tools to reach a wider audience. Securities and investment advisory services are 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. Highlights Introducing Justin Schenck: one of the first early adopters to podcasting. - 0:17 People who are in radio have been podcasting for years. - 1:11 How Justin’s podcasting idea switched to a podcasting purpose due to a major turning point in his life. - 3:03 Sometimes, it’s just helping ourselves or helping one other person, that’s all we need. We don’t need to be influencers. 7:03 Big wins in the podcast world. - 8:21 How one person changed his perspective towards podcasting. - 8:59 If you don’t have a purpose, it’s like a shameful aspect of life. - 11:20 How to find your purpose with the help of coaches and mentors. - 11:48 What are the four pillars of life and how can they be the catalyst of your life? - 15:45 It’s okay to say no. You don’t have to say yes to everything. - 18:01 Motivation is like a shower, you still need it everyday. - 19:27 What does money mean to Justin? - 23:22 Money is the opportunity to reach more people. - 23:37 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Justin Schenck https://www.growthnowsummit.com/ https://www.instagram.com/justintschenck https://podcasts.apple.com/us/podcast/growth-now-movement-with-justin-schenck/id1086471656 https://www.youtube.com/channel/UChPGPJSqiIE_H3mzfUDV9Mw https://www.facebook.com/GNMPodcast/ https://www.listennotes.com/podcasts/growth-now-movement-with-justin-schenck-7emDzLPxCOw/ 

Aug 19

25 min 18 sec

Today I will discuss my own money habits and why they are a part of my life. Please subscribe to my podcast and share these episodes with your friends and family! You can send your money questions to us at questions@bloomfinancial.us  Securities and investment advisory services are 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.   Highlights Bill’s money habits - 0:15 It’s great to ask your advisor about their money habits - 0:55 One of his worst money habits - 1:29 Loving to go to a coffee shop - 1:57     Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire www.retireasyoudesirepodcast.com www.retireasyoudesire.com 

Aug 16

3 min 18 sec

Bill interviews the highly successful Mike Malatesta. They spoke about Strategic Coach, Abundance 360, and vision. Securities and investment advisory services are 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. Highlights Engaging his curiosity - 1:02 Mike’s Kolbe score - 1:48 We’re a very visual people - 3:55 His love for trucks - 5:09 Being introduced to strategic coach - 8:22 How strategic coach helped him - 10:41 Being selfish first, but not in a horrible way - 12:35 What Abundance 360 is - 13:18 Being in Abundance 360 - 15:06 The sale as an opportunity - 18:11 Trying to write a book from 15 years ago - 19:43 Free time is precious time - 21:31 Mike’s podcast - 25:43   Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Mike Malatesta https://www.linkedin.com/in/mikemalatesta/ https://www.linkedin.com/company/how-d-it-happen-podcast/ 

Aug 12

27 min 5 sec

Today in my Money Monday session, I answered a question from a viewer about how to calculate the amount of money you need each month in retirement. Send your money questions to questions@bloomfinancial.us and I will do my best to answer your question during one of our sessions. Please subscribe to this podcast and share this with your friends and family. Securities and investment advisory services are 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. Highlights How much money would you like to have every single month - 1:05 Using reverse engineering - 1:24 Take into consideration your social security - 1:39   Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire www.retireasyoudesirepodcast.com www.retireasyoudesire.com 

Aug 9

3 min 29 sec

Justin Breen and I chat about putting Family First, Free Days (no work for 24 hours) and life as an entrepreneur. 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. Highlights Family’s health is your wealth - 0:52 How free days changed his life - 2:42 The coolest part of being an entrepreneur - 5:15 Entrepreneurship is not for everyone - 9:00   Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Justin Breen https://www.brepicllc.com/ 

Aug 5

20 min 13 sec

In today's Money Monday session, I talk about what to do with extra cash each month. Send your money questions to: questions@bloomfinancial.us  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. Highlights Overspending every month - 0:43 Making more money with your money - 1:29 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire www.retireasyoudesirepodcast.com www.retireasyoudesire.com 

Aug 2

2 min 20 sec

Matt Halloran speaks about what to do and what not to do when starting a podcast. Matt and his team have helped thousands of folks start their podcasts. 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. Highlights Having a background in the financial world - 0:52 His true passion - 1:44 The biggest mistake most people make when starting a podcast - 4:07 People go to podcasts to learn something new - 6:59 What do “free days” mean to you in your life - 15:05 How to get in touch with Matt - 23:29 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Matt Halloran https://www.linkedin.com/in/matthalloranpm/ https://proudmouth.com/ matt@proudmouth.com 

Jul 29

24 min 16 sec

Today, I will break down why it is so important to set personal goals. Also, I will talk about why it is important to reward yourself after hitting your goals. Securities and investment advisory services are 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. Highlights Do you write out your goals? - 0:14 Give yourself permission to write your goals - 1:29 Send your goals to me by email - 1:47 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire www.retireasyoudesirepodcast.com www.retireasyoudesire.com 

Jul 26

2 min 30 sec

Kelly and Bill talk about family, life, and business. The usual. This is a must listen to episode! 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. Highlights Starting with your heart - 1:40 What family means to him - 2:59 Family is not only blood - 4:57 What do free days look like for Kelly - 9:25 An opportunity to honor people - 18:11 What money means to Kelly - 28:03 Money as a tool - 32:50 Invest in yourself - 36:56   Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Kelly Cardenas https://www.linkedin.com/in/kelly-cardenas-78613763/ kellyc@kellycardenassalon.com 

Jul 22

38 min 51 sec

Today, Bill answers a question from his Questions@BloomFinancial.us email address about what to do with a lump sum of money. 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. Highlights What to do when you receive a lump sum of money - 1:39 Subscribe to this podcast and learn! - 2:00 Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire www.retireasyoudesire.com www.retireasyoudesirepodcast.com https://cycracetomackinac.com/ 

Jul 19

2 min 44 sec

Bill interviewed Dr. Jeff Spencer, the Cornerman for folks like Tiger Woods, Chris Voss, U2, Bono and so many others. They spoke about what it takes to get to the highest levels in life. 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. Highlights Being able to work with the highest level collaborators on the planet - 1:13 Having three angels in his life - 2:50 A different way of looking at life - 8:30 We need to hyperfocus - 17:15 Bringing a certain level of security - 22:59   Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Dr. Jeff Spencer https://www.drjeffspencer.com/ https://get.havecustomersforlife.com/cornerman-application jeff@drjeffspencer.com 

Jul 15

25 min 38 sec

In my very first episode of the Money Monday Retire As You Desire Podcast, I talk about the most important investment: Investing in yourself. Tune in and subscribe to our weekly Money Monday shows to give you insights and tips to have a bigger and better financial future. 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. Highlights Giving you proper money tips - 0:37 What should I invest in? - 1:28 Invest in yourself first! - 1:43 The best return on your money and your time - 2:34   Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire 

Jul 12

3 min 3 sec

Bill interviewed Justin Breen, who has a global PR Company. They spoke about Strategic Coach, abundance, and life at the highest level. 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.   Highlights You’ll never retire - 8:34 Why is there no retirement? - 8:45 Maintaining your lifestyle - 9:48 What’s winding down - 10:06 What Strategic Coach has taught us - 10:54 Why Kolbe is the most important test to take - 11:41 What Strategic Coach has done for Justin - 16:56 ROF: Return On Freedom - 18:12 Where can people find Justin’s book - 20:17   Episode Resources Connect with Bill Bloom https://www.bloomfinancialco.com/ bill@bloomfinancial.us https://www.bloomfinancialco.com/Bill-Bloom.9.htm https://www.linkedin.com/company/bloom-financial-company/ https://www.facebook.com/retireasyoudesire Connect with Justin Breen https://www.amazon.com/dp/1734851007 https://www.brepicllc.com/ justin@brepicllc.com 

Jul 8

25 min 10 sec

Entering retirement is a life change that requires intentional thought. Whether you are just at the beginning of your retirement journey, or have been retired for years, our podcast gives you the opportunity to explore and discuss strategies that can enhance your future. With expert advice from Bill Bloom RICP®, we help you arrive at a better understanding of your finances and prepare for what’s next in your life.

Jun 29

1 min 5 sec