Personal Financial Strategy the podcast

Personal Financial Strategy the podcast

A podcast focused on you and your money. Hello, I‘m Tony King and each week I will be your guide on a journey to help you discover your best personal financial strategy.

Episodes

June 23, 2022 15 min

“The real way to determine whether to place investment dollars in a Roth IRA or traditional 401K is to consider your current tax bracket vs. and what you think your future (at the time you will withdraw money) tax bracket will be.“ --Ryan Morrissey

In today’s episode, we welcome Ryan Morrissey to the podcast. Ryan is the founder of Morrissey Wealth Management, where he partners with individuals to help them plan their retirement by...

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“If you're surrounded by people and systems that are draining your battery every single day, I strongly recommend that you silence those and move towards direction of charge, guidance and positivity.” Judson Burdon

In today’s episode, we welcome Judson Burdon into the podcast. Judson is the president of Asphalt Kingdom. It's the top website for asphalt maintenance resources, equipment and supplies for the United States and ...

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“We need to begin to get people more accustomed to having the patience to wait until they have the money to spend.” Natasha Davis

In today’s episode, I welcome Natasha Davis in to the podcast. Natasha is the founder and CEO of a company called Impact Branding. She's also an author of several books including ‘Get Grounded, Stay Grounded,’ ‘Unleash Your Millionaire Mindset’ and ‘Build Your Brand,’ among others.

 In today’s episo...

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“You want to make sure that if something were to happen to you, your loved ones will be protected and taken care of.” Larissa Steffan

In today’s episode, I welcome Larissa Steffan. Larissa helps young professionals to eliminate debt, build wealth and retire early.

Larissa talks about the investment options that are available and ideal for her clients as they work towards financial security.

Listen in!

  • I started out my adult journey...
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    “It is that drive for personal excellence, that actually helps you create a life of fulfillment, which ultimately ends up being longer, stronger, and more fulfilling.” Joe Templin

    In today’s episode, I welcome Joe Templin in to the podcast. Joe is an author of a book called ‘Everyday Excellence: A daily guide to growing.’  Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Arm...

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    “If you look at your credit report as a lender would, you will understand why you need to have good credit score.” Nathalie Noisette

    In today’s episode, we welcome Nathalie Noisette. Natalie is a credit expert and financial strategist, dedicated to providing information for individuals looking to improve their score. She is also the author of a book titled, ‘Converted: Uncover The Hidden Strategies You Need To Easily Achieve Massiv...

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    “Triple bottom line is investing in a way that you do get profit, but you also look after people and you look after the planet as well.” Dionne Payne

    In today’s episode, we welcome Dionne Payn to the podcast. Dionne is an author, as well as a speaker. She speaks on the topics of ethical property investing, affordable housing, and ending homelessness. She is the CEO and founder of high impact property investments, where they special...

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    “Anytime you get a letter from the IRS, answer it, and if you don't understand what they're saying, ask for clarification.” Charles Read

    In today’s episode, we welcome Charles Read to the podcast. He is the author of three books including Starting a New Business, Small Business Short Course, and the Little Black Book of The Beauty Biz. Charles has also written numerous articles and blogs throughout the years. He is a licens...

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    “The number one thing that I recommend to anybody who wants to own a business is to just start and then follow the path.” Howard Dekkers

    Today, we welcome Howard Dekkers to the Podcast. Howard is a financial and life coach, and he teaches people how to become financially free with a normal job. Coming from an average lower middle-class family in Detroit, Howard worked hard to become a self-made millionaire, and now, his passion is...

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    “A life coach is not necessarily a business coach, but business coaches absolutely need to have the life coaching aspect.” Bernadette Boas

    Our guest in today’s episode is Bernadette Boas. Bernadette is the author of a book called, ‘Shedding the Corporate Bitch Shifting: Your Bitches to Riches in Life and Business. She's also the founder and president of Ball of Fire Inc which is home to both Ball of Fire Coaching‒ a coaching, ...

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    “When you have a vision board, and when you have targets that you've set for yourself, you and your partner are unstoppable.” Janine Bolon

    Today we welcome Janine Bolon to the podcast. Janine has written 11 books and currently teaches 15 online courses. She is also a veteran podcast host and her podcast is aptly titled, ‘The Janine Bolon Show’. She mainly talks about money, solo partnership, writing and authorship and how to h...

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    “Learning how to earn more money, learning how to spend less money and learning how to invest money intelligently” -Alan Lazaros

    Today we welcome a special guest to the podcast, Alan Lazarus. Alan is the founder and co-host of Next Level University, which is a global, top 100 self-improvement podcast, and they're now approaching 900 episodes. They reach over half a million people in more than 120 countries.

    Allen holds a Bach...

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    “Nobody wants to buy an entrepreneur; they want to buy the castle the entrepreneur has built.” Bharat Kanodia

    Our guest today is Mr. Bharat Kanodia. Bharat has a has a very rich background in the financial world. He values businesses which is a very useful tool in the world of mergers and acquisitions, as well as just general business finance. He has valued over 2000 businesses ranging from real estate, to governmental infrastruct...

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    “Now is a great time for people to really take an inventory of what they want their life to look like, and then also begin to look at what avenues they can explore to help them to get there.” Dexter Jenkins

    Our guest today is Mr. Dexter B. Jenkins. Dexter is an author of a book called ‘The Three Ships of Wealth Building. He is also the host of a podcast called Wealthy Conversations. Dexter is known for his personal approach to fin...

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    “There is never more money made than just sitting tight with good positions.” Leon Tompkins

    Leon Tompkins is the founder of the Tides Group, a registered investment advisor in the state of California. Leon has years of experience managing investments having worked for multiple organizations and clients among them being World Vison International. He currently lives and works in La Jolla, California.

    In today’s episode, Leon will t...

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    “Go away from the traditional stuff and start to do things to actually generate passive income now.” Chris Miles

    Today we welcome a special guest to the podcast, Mr. Chris miles. Chris has a very rich background in personal finance. He's an author and the host of a podcast called The Chris miles money show. Chris has spent many years serving clients as a classically trained financial planner and investment advisor. Now Chris i...

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    “Until you actually take action and move forward on something, you don't know what can happen.” Amy McLaren

    Our guest today is Amy McLaren. She's the author of a book, “Passion to Purpose:  Seven Step Journey to Shed Self Doubt, Find Inspiration and Change Your Life and the World for the Better.” Amy hit a crossroad a few years ago, where she found herself in that thinking spot that many of the people involved in the great...

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    “It is the act of trying, that gives you that inner satisfaction and happiness.” Robert Miller

    Today, we're going to be talking with Robert Miller, host of the follow your dream podcast, where he interviews lots of dream followers, some who have taken the leap to pursue their passions and dreams.

    In this episode, Robert will be sharing with you his own pursuit and passion story and his motivation to venture into what he does ...

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    “When you're a business owner, you're building cash flows as well as an asset in that business that you can sell as long as you run it halfway decent.” Jon Ostenson

    John is CEO of Framebridge consulting in Capital, a company devoted to serving franchise opportunities, then aligning investors with top performing opportunities leading some of those investors to be actual operators.

    In this episode, Jon is going to help us l...

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    Welcome to personal financial strategy the podcast; a podcast wholly devoted to you and your money  bringing expertise to bear on how you earn, invest and spend your hard earned cash. 

    I am your host,...  Tony King,... and Today I would like to spend a few minutes chatting with listeners who are about to buy their first home or about to “upgrade” their home. 

    Let me start by stating “there has never been a better time to leverage...

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