In this compelling episode of The Control Your Cash Podcast, hosts Olivia Kirk and Tim Yurek are joined by Layton McWilliams, an experienced professional in the precious metals market with nearly a decade of expertise. Layton shares insights into the unique dynamics of gold and silver investments, focusing on the affordability and utility of silver as a hedge against inflation and a critical resource in emerging technologies. The conversation explores the increasing demand for both metals, silver's dual role in financial security and industrial applications, and the global supply challenges shaping its future value. They also discuss how silver’s undervaluation presents an opportunity for investors and its growing importance in industries like renewable energy, electronics, and even artificial intelligence infrastructure. This episode is packed with valuable information for anyone considering diversifying their portfolio with precious metals.
Key Takeaways
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In this engaging episode of Control Your Cash, hosts Olivia Kirk and Tim Yurek welcome Travis Robbins, founder of Robbins Rehabilitation, to discuss his inspiring journey from physical therapy student to successful business owner. Travis shares the challenges he faced in starting and growing his practice, including navigating the complexities of marketing and cash flow management without formal training. He delves into the evolution of his business strategies over the last 23 years and how adopting innovative approaches like Neuro-Linguistic Programming (NLP) has helped shaped his success. He explores lessons learned from both failures and wins, the importance of creating financial independence, and why building a personal pool of capital can help provide stability and flexibility. Finally, Travis reflects on how his experience as a college athlete shaped his resilience and perseverance in business and life.
Key Takeaways
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Is gold and silver the missing link in your portfolio? Explore how these precious metals act as financial cornerstones for wealth preservation amid inflation and market volatility. In this episode of Control Your Cash, guest Layton McWilliams of First National Bullion discusses how precious metals, specifically gold and silver, can help act as a safeguard against inflation and market volatility. Layton shares his personal journey from working in the gold and silver industry to managing his own office, offering valuable insights into why these assets are a key part of a well-rounded portfolio. With the current economic uncertainty and the devaluation of the dollar, find out why gold and silver should be considered a foundational element to help protect your wealth. Layton also breaks down the difference between numismatic coins and bullion, highlighting why bullion is often a better fit for average investors seeking to help secure their financial future. Whether you're new to precious metals or already have them in your portfolio, this conversation helps offer valuable information for anyone looking to bolster their financial strategy with tangible assets.
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In this episode of Control Your Cash, hosts Olivia Kirk and Tim Yurek are joined by Bill Rainaldi, a Senior Financial Consultant at Security Mutual Life Insurance Company of New York and an expert in Social Security planning. Bill dives deep into the complexities of Social Security, including spousal benefits, optimal claiming ages, and common mistakes people make when deciding when to start their benefits. He also explores how life insurance can play a pivotal role in long-term financial planning, especially for families with children and retirees. Throughout the conversation, the hosts and Bill emphasize the importance of consulting with knowledgeable financial professionals to navigate these decisions and avoid costly errors. Whether you’re nearing retirement or looking for ways to maximize your Social Security and insurance benefits, this episode offers essential insights.
Key Takeaways:
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In this episode, hosts Olivia Kirk and Tim Yurek dive into the intricacies of personal financial control, focusing on how individuals can make their money work more efficiently without increasing risk. They explore the concept of a "Circle of Wealth," breaking it into three parts: accumulated money, lifestyle money, and transferred money—emphasizing how most people unknowingly lose wealth through inefficiencies such as interest on debt, taxes, and fees. Tim and Olivia stress that true financial freedom comes not from taking on more risk for higher returns, but from eliminating wealth transfers and putting individuals in full control of their cash flow. The episode also offers actionable insights on how to reduce expenses without sacrificing lifestyle, drawing an analogy to improving one's "golf swing" instead of buying better "golf clubs" to illustrate their unique financial approach.
Key Takeaways:
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In this episode of the "Control Your Cash" podcast, hosts Olivia Kirk and Tim Yurek welcome Brad Costanzo, the founder of Accelerated Intelligence A.I. Brad is an AI and business innovation consultant who helps organizations leverage the power of artificial intelligence to drive business growth through innovative strategies. Throughout the episode, Brad shares his insights on the rapid evolution of AI and how it can transform business processes to increase productivity, creativity, and profitability. He discusses the anxiety that comes with trying to keep up with constant technological advancements and provides practical advice on how to strategically implement AI in business operations without becoming overwhelmed. Brad also introduces his "Five Bucket Framework" for AI integration, covering thinking, creating, communicating, analyzing, and automating, and shares actionable tips for both tech novices and experienced users to maximize AI’s potential in their work.
Key Takeaways:
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In this episode of the Control Your Cash podcast, hosts Olivia Kirk and Tim Yurek welcome Adam Zuckerman, founder of Buried in Work. Adam is an entrepreneur, attorney, and MBA with expertise in future-facing technologies and the fourth industrial revolution. He discusses his company, which helps people simplify estate planning and end-of-life tasks. Adam shares his journey into this field, sparked by his father's passing, and explains how he developed comprehensive resources to assist others in organizing their estates. The conversation covers the importance of digital legacy, the challenges of settling estates, and the various products Buried in Work offers, including the Estate Preparation Package and card games designed to capture family memories and facilitate important conversations. Adam also discusses how his company collaborates with businesses, religious organizations, and professionals to provide valuable resources and services.
Key takeaways:
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In this episode of the Control Your Cash Podcast, hosts Olivia and Tim chat with Joey Mure from Wealth Without Wall Street. Joey discusses his journey from working in the mortgage business, feeling financially insecure despite a high income, to discovering the concept of financial independence through his partner Russ and a pivotal book. Listen as they dig into the idea of controlling cash and generating passive income, contrasting it with the traditional Wall Street approach, and highlighting the importance of setting personal financial goals, careful planning, and the right support system. Joey also shares insights from his new book, which offers a comprehensive guide to achieving financial freedom. Tune in to learn how to align your financial strategies with your goals and create lasting financial security.
Key Takeaways
The Power of Access to Capital:
Financial Freedom Defined:
Critique of 401ks and Similar Accounts:
The Book "Wealth Without Wall Street":
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Join Olivia Kirk and Tim Yurek on the 'Control Your Cash' podcast as they co-host with special guest Jeremiah Dew from the Cash Compound and the Banking Bros. Follow along as they dive into the intricate world of infinite banking as Jeremiah shares his journey alongside his brother, Jonah, from their backgrounds in entertainment and retail banking to discovering Nelson Nash's revolutionary concept. Learn about the fundamental principles of infinite banking, the importance of paying yourself first, and the benefits of using whole life insurance as a tool for financial freedom. This episode is a must-listen for business owners and anyone looking to better control their financial destiny!
Key Takeaways
The Power of Learning and Mentorship:
The Evolution of Infinite Banking:
Practical Explanation of Infinite Banking:
Importance of Financial Control:
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In this episode of the Control Your Cash Podcast, host Tim interviews John St. Pierre, author of 'The 100 Million Journey' and a coach to entrepreneurs. John shares his unique entrepreneurial journey, starting from his college days running a painting franchise, to building and eventually being fired from a $50 million sports business, which led him to successfully grow another venture to over $100 million. He discusses the significant lessons learned through his failures and successes and emphasizes the importance of self-reflection, strategic planning, and maintaining control of one's business financials. John also talks about the value of learning from others' experiences to avoid similar pitfalls and advises on having 'patient ambition' for building a business the right way. Additionally, John offers insights into his book and a free workbook with tools and templates for entrepreneurs seeking to navigate their business growth effectively.
Key Takeaways
Entrepreneurial Journey:
Lessons from Failure:
Cash Flow Management:
Patient Ambition:
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In this episode, Harlon Pickett joins us to discuss the evolution of the insurance industry over the past 20 years, emphasizing the shift from true risk-sharing to a system where everyone is considered sick due to regulatory changes like the Affordable Care Act (ACA). The conversation delves into the challenges faced by employers, physicians, and employees, highlighting issues such as rising costs, denial of services, and the disconnect between health insurance and actual healthcare. Harlan introduces alternative-funded health solutions, including direct primary care models, as a way to address these challenges and provide better access to high-quality healthcare while controlling costs. The episode underscores the importance of understanding the nuances of health insurance and exploring innovative approaches to improve the healthcare system for all stakeholders.
Key Takeaways
Removing Barriers to Healthcare:
Customized Healthcare Solutions:
Empowering Employees with Information:
Collaborative Approach:
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Join us in this episode of the Control Your Cash podcast as we delve into the journey of Scott Goodrich, a seasoned business consultant and entrepreneur. From the highs of the corporate world to the challenges of small business ownership, Scott shares his unique story, highlighting the pitfalls he encountered along the way. Learn how he and his wife navigated through cash flow issues, operational challenges, and the impact of the pandemic on their business, Get Your Damn Haircut. Discover valuable insights and actionable strategies for overcoming obstacles and achieving entrepreneurial success, drawn from Scott's own experiences and his expertise as an implementer of the Entrepreneurial Operating System (EOS).
Key Takeaways
Spirituality and Entrepreneurial Resilience:
Maintaining a Growth Mindset:
Entrepreneurial Operating System (EOS):
Empowering Others Through Coaching:
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In this episode of the Control Your Cash podcast, hosts Olivia Kirk and Tim Yurek dive into a stimulating conversation with Bob Cordaro, a local attorney, influential radio show host, and business personality. They discuss Bob's journey through high school, his time in College, his experience in the financial world, and his expeditions in the legal, media, and political landscape. Bob opens up about his transformational time in prison, his influential advocacy towards fairness and people-focused policies, and his philosophy on viewing life as an ongoing, observer-beneficiary documentary. The episode offers the listeners value in terms of understanding resilience, self-sustainability, and maintaining a positive outlook during difficult times.
Key Takeaways
Learning from Challenges:
Finding Positivity:
Happiness as a Decision:
Maintaining Perspective:
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Welcome to the Control Your Cash Podcast, in this episode, Olivia and Tim delve into the complex world of taxes, shedding light on common misconceptions and strategies for financial control. Discover why so many taxpayers unknowingly overpay and how the government's tax system impacts your financial future. Learn why deferring taxes into retirement accounts may not be as beneficial as it seems, and explore alternative ways to keep your money safe and in your control. Join them as they uncover the hidden truths about taxes and provide insights to help you regain control of your financial journey. Don't miss this enlightening discussion.
Key Takeaways
Tax Overpayment Reality Check:
Opportunity Costs:
Inflation as a Stealth Tax:
Empowerment Through Knowledge:
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In this episode, Tim and Olivia discuss the strategic use of life insurance for attracting, retaining, and rewarding key employees. They explore the benefits, including true cost recovery and tax advantages, as they share insights and real-life examples. Learn how small businesses can compete for talent and tailor benefit plans to keep key employees engaged. They also uncover the pitfalls of generic consulting solutions and the importance of personalized strategies in this competitive business landscape. Tune in for actionable tips to regain control of your company's financial future.
Key Takeaways
Life Insurance Benefits for Corporations:
Attracting and Retaining Key Employees:
Customized Plans for Retention:
The Role of Proper Planning:
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In this episode, Tim and Olivia discuss the critical role of cash management for family-owned businesses. They emphasize that cash accessibility, not just physical cash, is crucial for business owners to control their destiny. They highlight the strategy of making one dollar work for multiple purposes, such as funding succession plans or attracting key employees while simultaneously building up accessible cash for business growth.
Key Takeaways
Cash Flow Control is Crucial:
Access to Cash is Empowerment:
Cash Flow Fuels Opportunities:
Empowerment Through Financial Independence:
To learn more about our process, schedule a FREE Strategy Session today.
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In this episode, Olivia and Tim dive into the crucial concept of how you pay for purchases, rather than what you buy, and its profound impact on your financial well-being. They highlight how conventional financial wisdom can unknowingly work against your interests and why it's essential to regain control over your cash flow. With eye-opening statistics on consumer debt, inflation, and the impending challenges of a shifting economy, they stress the importance of making strategic financial decisions to navigate these turbulent times. By understanding the difference between compounded and amortized interest, listeners can gain clarity and make empowered choices to secure their financial future. Olivia and Tim emphasize that regardless of income level, making cash flow more efficient is the key to achieving lasting financial freedom.
Key Takeaways
Importance of How You Pay:
Interest and Decision Clarity:
Building a Pool of Capital:
Long-Term Financial Strategy:
To learn more about our process, schedule a FREE Strategy Session today.
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In this podcast episode, Kenny Harper joins Tim and Olivia to share his personal journey from being employed in advertising to starting his own business. He emphasizes the importance of connecting with clients on a personal level and highlights the pivotal moment when he decided to pursue his own venture. Despite facing initial challenges and a lack of business knowledge, he hired a business coach to guide him and ultimately saw significant growth in his business. Kenny also discusses the misconceptions about coaching and marketing, emphasizing the value of investing in self-development. Additionally, he sheds light on the common mistakes businesses make in their marketing efforts and offers insights into how to approach marketing effectively.
Key Takeaways:
Embracing Challenges and Learning from Them:
The Importance of Transparency:
The Value of Relationships:
Balancing Ego and Vulnerability:
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In this candid conversation, Tom delves into the power of resilience, transparency, and the transformative impact of financial optimization. Learn how his expertise has empowered businesses, creating a lasting legacy for entrepreneurs worldwide.
Key Takeaways:
Purpose of ERTC:
Limited Duration:
Qualification for R&D Credit:
Working On the Business:
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In this episode, hosts Tim and Olivia sit down with Jason and Liz Peart, owners of JPE Inc. Discover the inspiring journey of how they turned a delivery route into a thriving distribution business, navigating challenges and seizing opportunities along the way. From managing personnel and trucks to expanding their routes, Jason and Liz share invaluable insights on building a successful business empire.
Key Takeaways:
Diversification for Financial Success:
Continual Learning:
Discipline and Patience:
Faith in Yourself:
To learn more about our process, schedule a FREE Strategy Session today.
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In this episode, Tim & Olivia are joined by Park Howell, host of "The Business of Story" podcast. With over eight years of podcasting experience and a wealth of knowledge in branding, advertising, and marketing, Park brings a unique perspective on the power of storytelling in today's noisy world.
Key Takeaways:
ABT Framework for Effective Storytelling:
The Power of Storytelling:
Simplifying Complex Topics:
The Importance of Personal Growth:
To learn more about our process, schedule a FREE Strategy Session today.
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On this episode of the Control Your Cash Podcast, Tim and Olivia have a chat with Dave Fusco, owner of Mechanical Service Company in Pittston, PA. Listen in as Dave shares how he went from a degree in Electrical Engineering to working for a company that manufactured satellite dishes in the 80's and ultimately took over his father-in-law's commercial HVAC business. All while making sure that the finances that were utilized on and in the business were in check and always working to their benefit.
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On this episode of The Control Your Cash Podcast, Tim and Olivia had a call from Jason Early, President of Business Operations at Biz Equity. Listen along as Jason talks about what brought him to the financial services realm, and how the folks over at Biz Equity help business owners accurately put a value on their businesses.
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On this episode of Control your Cash, Tim and Olivia hopped on a call with Don Blanton, Founder of PEM Life and Money Trax INC.. Don is also the author of The Personal Economic Model and Your Circle of Wealth. Follow along with the conversation as Don talks about how he began his career in the financial services industry, and how he developed the systems that brought him to where he is today.
To learn more about our process, schedule a FREE Strategy Session today.
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On this episode of The Control Your Cash Podcast, Tim and Olivia sat down with Frank Cawley, owner of Cawley Physical Therapy and Rehabilitation. Follow Frank's story as he talks about how he started his journey in Physical Therapy, and what strategies he has used over the last 19 years to help him control his cash and better plan for the immediate and not-too-distant future for himself and his family.
To learn more about our process, schedule a FREE Strategy Session today.
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