What if everything you thought you were doing “right” with your money was actually setting you up to lose? In this gripping and gut-punching episode, Steve Ramona welcomes Joe Lombardi, a man whose wisdom about wealth is born not just from strategy, but from soul. Joe is a financial strategist with a servant’s heart who reveals how most people make all the right moves for all the wrong reasons—buying term life, maxing out 401ks, blindly following accountants—without truly understanding the long-term costs.
Joe doesn’t just talk finance. He walks us through heartbreakingly real moments—clients discovering they owe $500,000 in taxes they didn’t expect, families crushed by rising long-term care costs, and the quiet devastation of doing “what they were told” only to end up broke. But Joe offers something rare: clarity, compassion, and a deeply strategic path forward rooted in education and long-term security. He tells the unforgettable story of a Harley-Davidson dealer who turned $250k into $2.7 million in 13 months—not by luck, but by leveraging liquid, tax-free tools most never hear about.
And Joe’s legacy isn’t just financial. As a former football coach and a descendant of Vince Lombardi, he believes in grit, principle, and accountability. His controversial decision to deny participation trophies to a little league team cost him his position, but it taught a lesson more valuable than any win: real success must be earned.
Whether you’re a business owner, a parent, or simply someone trying to do better with your money, this episode will challenge your thinking, stir your heart, and empower your next steps.
P.S. Don’t just listen and forget—reach out to Joe for his free books and start building a financial plan that protects your future self. The cost of waiting could be everything.
Guest Bio:
Joe Lombardi is a nationally recognized financial strategist who leads with bold truth and quiet integrity. With over 1,600 clients served and more than a billion dollars in rollovers guided, Joe has built a reputation for helping people protect, grow, and truly understand their money. His mission is rooted in education, not ego—ensuring every client makes empowered decisions, not reactive ones. A former football coach, devoted husband and father of three, and proud descendant of Vince Lombardi, Joe lives by the values he teaches: discipline, service, and legacy.
https://ironhawkfinancial.com/,
https://www.facebook.com/ironhawkfinancial
https://inphone--strategiesthatstick.thrivecart.com/epicimpactbook/
https://epicimpact.ai/
Doing Business with a Servant's Heart Named Top 20 Small Business Marketing Podcast
https://podcast.feedspot.com/small_business_marketing_podcasts/
Subscribe to our Podcast Newsletter
https://doing-business-with-a-servants-heart.kit.com/628f9d5962
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Medal of Honor: Stories of Courage
Rewarded for bravery that goes above and beyond the call of duty, the Medal of Honor is the United States’ top military decoration. The stories we tell are about the heroes who have distinguished themselves by acts of heroism and courage that have saved lives. From Judith Resnik, the second woman in space, to Daniel Daly, one of only 19 people to have received the Medal of Honor twice, these are stories about those who have done the improbable and unexpected, who have sacrificed something in the name of something much bigger than themselves. Every Wednesday on Medal of Honor, uncover what their experiences tell us about the nature of sacrifice, why people put their lives in danger for others, and what happens after you’ve become a hero. Special thanks to series creator Dan McGinn, to the Congressional Medal of Honor Society and Adam Plumpton. Medal of Honor begins on May 28. Subscribe to Pushkin+ to hear ad-free episodes one week early. Find Pushkin+ on the Medal of Honor show page in Apple or at Pushkin.fm. Subscribe on Apple: apple.co/pushkin Subscribe on Pushkin: pushkin.fm/plus
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com