Advertise on podcast: OLWJ Captivation

Most people’s tax preparer and financial advisor have never spoken to each other and that gap is where real money gets lost. Even inside the professions, some Certified Public Accountants (CPA) stop at tax compliance (just filing the tax return), and some CERTIFIED FINANCIAL PLANNER®s stop at managing the portfolio/rebalancing the portfolio. Meet Daniel Richter, a licensed CPA and CFP® professional. He built his firm to close those gaps: real access to your CPA for tax compliance, planning, and strategy, and real access to your planner for financial planning and investment management under one roof. Taxes and finances are year-round, not just January through April. On this episode, he provides real experience in both worlds and explains it in plain English.   https://www.richtertax.com/ Find out more at https://motivation-mentorship-and-mone.pinecast.co Send us your feedback online: https://pinecast.com/feedback/motivation-mentorship-and-mone/12d94f89-899f-49f4-8b24-1438c0c3c7a9

Daniel C. Rodgers spent two decades building applications, infrastructure, and AI at Microsoft, Google, and other tech companies before retiring at 42. On this episode of OLWJ Captivation, he talks about his career as a writer and teacher. Most importantly, he explains how to live life at its best if you decide to leave your job to pursue your dreams after you have put together a plan. https://escapetheclock.com/ Find out more at https://motivation-mentorship-and-mone.pinecast.co Send us your feedback online: https://pinecast.com/feedback/motivation-mentorship-and-mone/8723874e-703d-421e-bcc3-657458af52ee

Linda M. Dellanini, affectionately known as "The Salon Whisperer," is an illustrious Hair Designer, Cosmetologist, Author, Speaker, and Video Podcast Content Creator with over 40 years of unparalleled experience in the beauty industry. A San Francisco/Bay Area native, Linda has carved a remarkable niche for herself as a master of color chemistry, revolutionizing the field with her innovative Color Correction System. This groundbreaking system has empowered countless women to rediscover and fall in love with their hair, providing them with the perfect hues that enhance their natural beauty. A former successful salon owner, Linda managed a thriving business with a dedicated team, all while continuing to advance her own skills and knowledge. Her journey from a hands-on stylist to a respected educator and mentor is a testament to her unwavering commitment to the beauty industry. Today, she shares her wealth of experience and insights with her students, guiding them to reach new heights and accelerate their success in the beauty world. https://thesalonwhisperer.com/my-book/ https://thesalonwhisperer.com/meet-linda/ Find out more at https://motivation-mentorship-and-mone.pinecast.co Send us your feedback online: https://pinecast.com/feedback/motivation-mentorship-and-mone/24a21ecd-9a7f-466a-92dc-4e7996ba9242

If you’ve ever wondered why hardworking people still struggle financially or how small money habits can change your future, this episode is for you. Meet Michael Dillard; ·         personal finance coach ·         Author ·         the creator of the S.A.V.E.R.™ program, a simple financial system helping busy professionals and couples stop living paycheck to paycheck, build wealth, and create generational financial freedom. He’s also the founder of the FREE 7-Day “Stop Living Paycheck to Paycheck” Challenge, where people learn practical strategies around investing, compound interest, debt reduction, retirement planning, and financial literacy. https://michaeldillard.org/ Find out more at https://motivation-mentorship-and-mone.pinecast.co Send us your feedback online: https://pinecast.com/feedback/motivation-mentorship-and-mone/2208cee8-f79e-4fe8-8c9f-9afcc18c1dd7

Andrew Postell is a U.S. Marine veteran, Top 1% Loan Officer, and 25+ year real estate investor who built a multi-million dollar track record on one principle: out-working everyone in the room. As a guest, Andrew explains how things have changed in regards to how homes were purchased by his parents and uncle many years ago and he provides solutions on what people should be doing today to purchase a home. https://crosscountrymortgage.com/bedford-tx-4797/andrew-postell/ Find out more at https://motivation-mentorship-and-mone.pinecast.co Send us your feedback online: https://pinecast.com/feedback/motivation-mentorship-and-mone/6f0eaac3-49ed-4519-b665-7a4d1f83b92f

Meet Paul Musson He's the author of “Capital Offence: Why Some Benefit At Your Expense,” He's a veteran investment professional with over 30 years of experience, including leading the Ivy Funds at Mackenzie Investments. He founded Paddington Capital Management and writes the Paulitical Economy™ blog, offering insights into economic systems and advocating for financial reform. Learn more at paddingtoncapitalmgmt.com. Subscribe to Paul’s free weekly newsletter, Paulitical Economy, where he breaks down what’s happening in the world economically without the jargon. It’s clear and makes it easy to understand the forces shaping your money and future. https://paddingtoncapitalmgmt.com/ Find out more at https://motivation-mentorship-and-mone.pinecast.co Send us your feedback online: https://pinecast.com/feedback/motivation-mentorship-and-mone/b414e100-b0e6-4788-8080-3f73e38c6c35

Rewriting The Mortgage Rulebook? Meet Michael Newmann Branch Manager & Senior Loan Officer, CMG Home Loans | NMLS #205706 With 20 years of mortgage industry leadership, UC Davis summa cum laude alumnus Michael Newmann brings a rare blend of financial acuity, psychological insight, and sports-minded strategizing to elite clientele nationwide. As a licensed leader across multiple states, he helms CMG Home Loans’ Medford branch, guiding high‑profile clients through seamless, sophisticated financing journeys  . Michael’s background in psychology enhances his client approach, lending empathy, clarity, and motivational communication—equally valuable whether he’s analyzing market trends or coaching a local sports team. His strategic mindset, shaped on the field and in the classroom, informs every financing decision. https://www.cmghomeloans.com/mysite/mike-newmann/team/The-Newmann-Group Find out more at https://motivation-mentorship-and-mone.pinecast.co Send us your feedback online: https://pinecast.com/feedback/motivation-mentorship-and-mone/7e50723b-1743-4b20-8510-7cc44e59a0eb

Meet Bryan Charleau, he’s the author of "Pitching Sales!" A Complete Guide to Becoming a Sales Professional".  He focuses on helping people enter the sales profession and develop the mindset and skills needed to succeed early in their careers. Unlike many sales books that focus on helping experienced sellers go from good to great, his approach takes more of a mentorship perspective. He helps to guide new sales professionals through the challenges, frustrations, and confidence hurdles that all new salespeople face when starting out in sales. The ideas in the book come from his own experiences in the field, along with insights from many other sales professionals who shared what they wish they had known when they first began their careers. Bryan is also passionate about discussing personal reinvention. how redefining your identity, taking risks, and pursuing something outside of your comfort zone, including writing a book, handling imposter syndrome, and building a career around helping others grow. https://www.pitchingsalesconsulting.com/ https://www.amazon.ca/Pitching-Sales-Complete-Becoming-Professional/dp/1738651606/ref=cm_cr_arp_d_product_top?ie=UTF8 Find out more at https://motivation-mentorship-and-mone.pinecast.co

In her books, best-selling author, speaker and disability advocate, Tracee Garner demonstrates what it means to push through. She can talk about any number of subjects, but enjoys sharing stories around: ·         Overcoming adversity ·         Dealing with disability and an inaccessible world ·         Finding support for mental health as a Black woman ·         Working with community support and services ·         Obtaining freedom equipment, such as her battle with state rehabilitation to get a modified vehicle she could operate herself, Encouraging others with ·         disabilities as well as their parents that their attitude will have a positive or devastating effect on their child's ability to develop a can-do outlook ·         on life and their disability ·         Meeting success, navigating all aspects of employment, caregiving, aging while disabled, https://traceegarner.com/. Find out more at https://motivation-mentorship-and-mone.pinecast.co

Michele DeFilippo has more than 50 years of experience in book publishing. Her company, 1106 Design, makes it easy for authors to release a top-quality book, keep control of it, and earn more money every time they sell a copy. Michele is on a mission to help authors ask the right questions to make informed decisions about publishing their books. A PDF of her 88-page guide, Publish Like the Pros: A Brief Guide to Quality Self-Publishing, can be downloaded for free at http://1106design.com. Find out more at https://motivation-mentorship-and-mone.pinecast.co

Meet Tim Malm Before 2010, Tim lived the life most cowboys only dream about. He wasn’t just a rodeo enthusiast — he was the real deal. A three-time qualifier for the National High School Finals Rodeo and the 2009 National High School Reserve Champion in Tie-Down Roping, Tim had a future in the arena that most competitors spend their whole lives chasing. Then everything changed in an instant. What could have broken him became the foundation for something greater. Rooted in a deep faith in Jesus Christ, Tim refused to let his circumstances define his future. He leaned into his church community, held onto his cowboy identity, and found his anchor in Philippians 4:13 — the verse that would eventually give his brand its name. That brand is Stronger 413. Tim created it with one simple mission: “I just wanted an avenue to get my story out and to be able to share with the world what the Lord has done for me.” What started as a personal calling became a coffee and lifestyle brand built entirely on faith, grit, and the belief that God can rebuild anything. https://stronger413.com/ Find out more at https://motivation-mentorship-and-mone.pinecast.co

Meet Bob Labbe, inventor of The Ultimate Drink Coaster - one that protects surfaces from drink condensation AND prevents that condensation from spilling on the user. https://ultimatecoasterco.com/ Looking to improve your golf score? Bob helps with that as well in his book, “Putting by the numbers.” https://boblabbe.com/ Find out more at https://motivation-mentorship-and-mone.pinecast.co

Meet Parris Cluff: Paris is a licensed financial services agent and coach with over 20 years of experience. As a Certified Financial Education Instructor, his goal is to teach others how to grow their personal wealth while aptly protecting and managing it, or in his words, “turning it into lasting wealth.” Paris himself has gone through extreme financial hardships, and uses this experience to elevate his expertise. https://pariscluff.com/freegift Find out more at https://motivation-mentorship-and-mone.pinecast.co

Fired and nearly broke at 63; safely a millionaire by 69. David stripped away the complex "financial jargon" and built the One-Page Wealth Compass. It’s a system that turned a tiny nest egg into seven figures in under six years—achieving what most people spend 30 years trying to do. •             The Janitor vs. The Doctor: Why a high school dropout retired with $8 million while 1 in 4 doctors earning 10X as much retire with only six figures. •The 6-Year Impossible Math: How younger listeners (25–35) can use his same "Set-it-and-Forget-it" strategy to reach total financial independence decades earlier than their peers. •             The average NBA player earns $10 million a year, yet 60% go broke within 5 years of retirement. Meanwhile a basketball loving carpenter became a multimillionaire on an average income. How does this happen? •The Power of "Doing Nothing": Why doing nothing beat every fancy strategy he tried for 40 years. https://onepagewealthcompass.com/ Find out more at https://motivation-mentorship-and-mone.pinecast.co

Lynn Whitbeck is the Queen of Sales. Business Owners and Entrepreneurs hire Lynn to ignite winning sales teams, because most are chasing down clients, stuck in a chaotic sales cycle, and lacking client retention, conversions, and profits. Lynn is the Co-Author of a 4.8-Star Amazon-rated book: Practical Wisdoms @ Work. https://strategicsalesqueen.com/about-us/lynn-whitbeck/ Find out more at https://motivation-mentorship-and-mone.pinecast.co