Go From Building a Living to Building a Life - Lloyd Reeb

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

Player FM - Internet Radio Done Right

اضافه شده در four سال پیش

محتوای ارائه شده توسط Jerome Myers - Exit Paradox Advisor and Jerome Myers - Advisor to exiting founders. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Jerome Myers - Exit Paradox Advisor and Jerome Myers - Advisor to exiting founders یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

This Is Woman's Work with Nicole Kalil

1
The Icelandic Art of Intuition with Hrund Gunnsteinsdóttir | 307 40:34

21 روز پیش40:34

پخش در آینده

لیست ها

پسندیدن

دوست داشته شد

40:34

We’ve turned intuition into a buzzword—flattened it into a slogan, a gut feeling, or a vague whisper we don’t always know how to hear. But what if intuition is so much more? What if it's one of the most powerful tools we have—and we’ve just forgotten how to use it? In this episode, I’m joined by Hrund Gunnsteinsdóttir , Icelandic thought leader, filmmaker, and author of InnSæi: Icelandic Wisdom for Turbulent Times . Hrund has spent over 20 years studying and teaching the science and art of intuition through her TED Talk, Netflix documentary (InnSæi: The Power of Intuition), and global work on leadership, innovation, and inner knowing. Together, we explore what intuition really is (hint: not woo-woo), how to cultivate it in a culture obsessed with logic and overthinking, and why your ability to listen to yourself might be the most essential skill you can develop. In This Episode, We Cover: ✅ Why we’ve misunderstood intuition—and how to reclaim it ✅ Practical ways to strengthen your intuitive muscle ✅ What Icelandic wisdom teaches us about inner knowing ✅ How to use intuition during uncertainty and decision-making ✅ Why trusting yourself is an act of rebellion (and power) Intuition isn’t magic—it’s a deep, internal guidance system that already exists inside you. The question is: are you listening? Connect with Hrund: Website: www.hrundgunnsteinsdottir.com TedTalk: https://www.ted.com/talks/hrund_gunnsteinsdottir_listen_to_your_intuition_it_can_help_you_navigate_the_future?utm_campaign=tedspread&utm_medium=referral&utm_source=tedcomshare Newsletter: https://hrundgunnsteinsdottir.com/blog/ LI: www.linkedin.com/in/hrundgunnsteinsdottir IG: https://www.instagram.com/hrundgunnsteinsdottir/ Book: InnSæi: Icelandic Wisdom for Turbulent Times Related Podcast Episodes: How To Breathe: Breathwork, Intuition and Flow State with Francesca Sipma | 267 VI4P - Know Who You Are (Chapter 4) Gentleness: Cultivating Compassion for Yourself and Others with Courtney Carver | 282 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music Learn more about your ad choices. Visit megaphone.fm/adchoices…

حدود یک سال پیش 54:38

MP3•خانه قسمت

If you’ve ever asked yourself, "Is there more to life than this?" this episode is for you. Lloyd Reeb challenges you to redefine success and shows how living with intention can transform your life and legacy.

[00:00 - 06:45] Introduction & Lloyd Reeb’s Coaching Journey

Jerome introduces Lloyd Reeb, highlighting his 25,000+ hours of coaching experience
Discuss gaining clarity in life with Lloyd’s process: "Get clear, get free, and get going"
It is important to create a margin in life to explore purpose and take action

[06:46 - 16:59] The Halftime Institute: From Success to Significance

The Halftime Institute, co-founded by Lloyd and Bob Buford, helps people shift from career focus to life purpose
How midlife prompts reflection on whether there’s more to life than career success
Transitioning to becoming the "Chief Life Officer" and creating impact in the second half of life

[17:00 - 27:52] Building Financial Freedom & Family Legacy

Lloyd shares insights on financial freedom and the importance of capping lifestyle to focus on purpose
Examples of how limiting lifestyle leads to more joy and opportunities for contribution
Strategies for building a family enterprise that generates wealth while blessing others

[27:53 - 41:13] Mentoring the Next Generation

Lloyd discusses the fulfillment of investing in the next generation through mentorship
The concept of Ardent Mentoring, where seasoned leaders guide young social entrepreneurs
Mentoring is a way to invest time and wisdom in others for a lasting impact

[41:14 - 52:37] Intentional Leadership & Closing Thoughts

The necessity of intentional leadership in building a thriving family and life
Setting lifestyle limits, teaching kids about money, and fostering purpose in family life
Final thoughts on becoming your "Chief Life Officer" with long-term personal metrics and a life mission

Key Quotes:

"Money is a terrible master but a great servant." - Lloyd Reeb

"Building a career is one thing; building a life is far more intimate, complex, and rewarding." - Lloyd Reeb

Connect with Lloyd!

Website: https://halftimeinstitute.org/

LinkedIn: https://www.linkedin.com/in/lloydreeb/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/

Learn more about your ad choices. Visit megaphone.fm/adchoices

351 قسمت

#Business #Transformation #Matrix #Fitness #Entrepreneur #Mental Health #Jerome Myers - The Preeminent Authority on Dream Realization #Self Image #Dream Realization #Relationship #Red Pill #Prosperity #Significance #Health and Well-Being #Founders

Go From Building a Living to Building a Life - Lloyd Reeb

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

[00:00 - 06:45] Introduction & Lloyd Reeb’s Coaching Journey

Jerome introduces Lloyd Reeb, highlighting his 25,000+ hours of coaching experience
Discuss gaining clarity in life with Lloyd’s process: "Get clear, get free, and get going"
It is important to create a margin in life to explore purpose and take action

[06:46 - 16:59] The Halftime Institute: From Success to Significance

The Halftime Institute, co-founded by Lloyd and Bob Buford, helps people shift from career focus to life purpose
How midlife prompts reflection on whether there’s more to life than career success
Transitioning to becoming the "Chief Life Officer" and creating impact in the second half of life

[17:00 - 27:52] Building Financial Freedom & Family Legacy

Lloyd shares insights on financial freedom and the importance of capping lifestyle to focus on purpose
Examples of how limiting lifestyle leads to more joy and opportunities for contribution
Strategies for building a family enterprise that generates wealth while blessing others

[27:53 - 41:13] Mentoring the Next Generation

Lloyd discusses the fulfillment of investing in the next generation through mentorship
The concept of Ardent Mentoring, where seasoned leaders guide young social entrepreneurs
Mentoring is a way to invest time and wisdom in others for a lasting impact

[41:14 - 52:37] Intentional Leadership & Closing Thoughts

The necessity of intentional leadership in building a thriving family and life
Setting lifestyle limits, teaching kids about money, and fostering purpose in family life
Final thoughts on becoming your "Chief Life Officer" with long-term personal metrics and a life mission

Key Quotes:

"Money is a terrible master but a great servant." - Lloyd Reeb

"Building a career is one thing; building a life is far more intimate, complex, and rewarding." - Lloyd Reeb

Connect with Lloyd!

Website: https://halftimeinstitute.org/

LinkedIn: https://www.linkedin.com/in/lloydreeb/

LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes.

Learn more about your ad choices. Visit megaphone.fm/adchoices

351 قسمت

همه قسمت ها

1
Fail Forward: Failure is the Tuition We Pay - Kasim Aslam 54:25

۳ روز پیش54:25

54:25

What if your biggest failures were the stepping stones to your greatest impact? In this raw and revealing episode, Jerome Myers sits down with Kasim Aslam, serial entrepreneur and founder of the world’s top-ranked Google Ads agency, to unpack his journey from troubled teen to 8-figure exit. With unmatched candor, Kasim shares the highs, the hard truths, and why his life’s mission today is centered on global employment, not just profit. If you’ve ever felt stuck, burned out, or unsure of what’s next, listen closely. [00:00 – 12:10] Two Exits, One Framework Building the #1 Google Ads agency Productizing services for scale The behind-the-scenes of an 8-figure exit [12:11 – 22:45] Integrity Over Everything Why most agencies fail their clients Saying no to the wrong deals How honesty fuels demand and client trust [22:46 – 34:00] The Rocky Road to Reinvention Growing up in poverty and crime Losing everything in the '08 crash Finding purpose through failure [34:01 – 45:00] Safe, But Not Satisfied What it felt like when the wire hit The paradox of post-exit emptiness Learning to delegate and let go [45:01 – End] Meaningful Work as Legacy Why hiring is the new impact model Creating global opportunity through EAs The case for failing forward Key Quotes: “You want to change lives? Hire someone.” — Kasim Aslam “Failure is the tuition that we pay. Chase good failure, quality failure, healthy failure.” — Kasim Aslam Connect with Kasim! LinkedIn: https://www.linkedin.com/in/kasimaslam YouTube: https://www.youtube.com/@kasimaslam Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Exit Smarter, Sooner: The 3-Year Acceleration Strategy - Mahen Gundecha 40:21

10 روز پیش40:21

40:21

What if you could add $1M to your exit, without working extra years? Jerome Myers talks with Mahen Gundecha, a seasoned dealmaker, about how timing, positioning, and rolled equity can boost your exit value. Learn why most exits fail, what buyers want, and how to avoid costly delays. A must-listen for any founder thinking about an exit, now or years from now. [00:00 – 12:58] Mahen’s Global Journey + The Wake-Up Call for Founders From Tanzania to Toronto to Pennsylvania: Mahen’s backstory Why unplanned exits leave millions on the table The value of starting exit prep years before you're ready [12:59 – 24:32] What Makes a Business Truly Sellable Why only 20% of listed businesses ever sell Founder dependency: the hidden value killer How rolled equity can add major upside post-sale [24:33 – 36:25] Market Forces You Can’t Ignore: Consolidation + Competition What happens when your competitor is acquired by private equity Why does consolidation raise the risk of customer loss The importance of differentiation to stay competitive [36:26 – 48:07] When Growth Becomes a Gamble: Hope vs. Strategy Why acquisition strategies often fail without a solid plan How age affects your exit risk tolerance The danger of relying on “hope” as a growth strategy [48:08 – 1:07:47] A Smarter Path Forward: Preparation Without Pressure Why you should never negotiate with one buyer How deal fatigue kills value and momentum Tools and steps to start preparing for a clean, profitable exit Key Quotes: “Prepare your business before life forces your hand.”— Mahen Gundecha “Hope is what drives you, but you’ve got to have a plan.”— Mahen Gundecha Connect with Mahen! Email: mahen@bristol.group LinkedIn: https://www.linkedin.com/in/bristol-group/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Be Sellable: How to Attract Your Ideal Buyer Before You’re Ready - Lorraine McGregor 45:59

17 روز پیش45:59

45:59

What if your business could attract the right buyer before you're even ready to sell? In this episode, exit strategist Lorraine McGregor reveals why only 1–2% of businesses ever sell and how to ensure yours is one of them. She breaks down the hidden reasons exits fail, the mindset shifts founders must make, and what buyers are looking for. If you think buyers will show up when you're ready, think again. This is a must-listen for any founder considering exit, even years in advance. [00:00 – 07:00] The Harsh Truth About Business Exits Why most small businesses never sell M&A myths: Buyers don’t show up when you’re ready, they buy when it suits them How Lorraine discovered the “black box” language of M&A [07:00 – 16:00] Why Buyers Walk Away Internal chaos kills deals: unresolved partner conflicts and weak management teams The real reason exit planners and M&A brokers won’t take you on as a client What does it mean to “become the business your buyer is looking for” [16:00 – 27:00] Understanding the Mind of the Buyer The four kinds of buyers, and how each one evaluates your business Why "earning your price" is better than demanding your price Funded searchers vs. zero-money-down acquirers: the opportunity and the risk [27:00 – 38:00] From Projections to Proof Why trailing financials alone aren't enough The myth of the magical pro forma: how real buyers view projections Creating certainty in your operations to justify a higher valuation [38:00 – 45:00] The Exit Starts with Mindset The biggest mistake: building a business with no clear end in mind How to build a company that outlasts you Why being "sellable" means building value for both you and the buyer Key Quotes: “Buyers don’t buy your past, they buy your future. And they need certainty about that future.” — Lorraine McGregor “Be sellable, all the time. That’s the best thing you can do for your legacy.” — Lorraine McGregor Connect with Lorraine! Website: https://www.spiritwest.com LinkedIn: https://www.linkedin.com/in/lorrainemcgregor Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Regret Proof Your Business Part 2 - David Shavzin & Maria Forbes 27:20

23 روز پیش27:20

27:20

What if your team, not your revenue, is the key to a successful business exit? In Part 2 of the Regret-Proof series, Jerome Myers and Maria Forbes of Stratis Human Capital Solutions explore how people issues like misalignment, legacy hires, and founder-dependence quietly drain business value. Learn how to turn your workforce into your strongest asset, whether you’re years from selling or fielding offers now. [00:00 – 04:30] Why Human Capital Is the Missing Link in Exit Planning Human capital is a strategic value driver, not just HR Buyers assess workforce strength, leadership alignment, and role clarity Growth and exit readiness should be aligned and simultaneous [04:30 – 08:30] Alignment: The First People Challenge “Cloning yourself” limits innovation and scalability Misalignment hinders synergy, efficiency, and growth True alignment means matching instincts and strengths to roles [08:30 – 13:30] Hiring Habits: Staff vs. Stakeholders Staff support the owner's goals; stakeholders co-own company growth Stakeholder teams drive autonomy, performance, and purpose Hiring habits must evolve to boost retention and enterprise value [13:30 – 18:00] Growth Bottlenecks: Managing Alone Won’t Scale Top-down leadership reduces agility and resilience Distributed leadership unlocks execution and team potential Role mapping supports clarity, development, and onboarding [18:00 – 26:00] Regret-Proofing Through People Strategy Outdated systems and poor onboarding weaken enterprise value A healthy, independent, connected workforce attracts buyers Start early to ensure your exit results in pride, not regret Key Quotes: “Alignment is a value driver. When you’re in good alignment, a potential buyer can see that.” — Maria Forbes “If you’re calling them staff, then they are your supporters. If you’re calling them your team, then they’re stakeholders in the growth of your company.”— Maria Forbes Connect with David! Website: https://getonthevaluetrack.com/ LinkedIn: https://www.linkedin.com/in/davidshavzin/ Connect with Maria! Website: https://firepowerteams.com/ LinkedIn: https://www.linkedin.com/in/mariacforbes/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com. Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Regret Proof Your Business Part 1 - David Shavzin & Maria Forbes 34:28

۴ weeks پیش34:28

34:28

What if selling your business could be the proudest moment of your career, not your biggest regret? In this episode, Jerome Myers talks with David Shavzin, founder of The Value Track and co-founder of the Exit Planning Exchange Atlanta. With decades of experience in exit planning and M&A, David shares why so many entrepreneurs feel disappointed after selling, and how you can avoid it. Discover how to think like a buyer, increase your business's transferable value, and prepare for a successful, meaningful exit. If you’re ready to transition from business owner to legacy builder, you won’t want to miss this conversation. [00:00 – 07:50] The Cost of Poor Planning 75% of owners regret selling, early planning is the antidote Baby Boomer wealth transfer = huge opportunities + huge risks Lack of preparation = loss of personal and generational wealth [07:50 – 23:50] Own the Buyer’s Mindset Big myths busted: quick exits, easy deals, setting your price Buyers pay for cash flow, not dreams Make yourself irrelevant to maximize business value [23:50 – 33:00] Valuation Truths and the Realities of Selling Your Business Industry multiples mislead, true value is complex and specific Expect a 9–18-month sales process full of due diligence landmines Clean financials and strong prep = higher price and faster close [33:00 – 42:00] Flex Your Exit: Deal Structures and Dream Teams Not all exits are cash-outs, mergers, internal transitions, and family sales matter Flexible structures win Assemble your exit dream team early: M&A advisor, CPA, attorney, financial planner [42:00 – 46:00] How to Regret-Proof Your Business Sale Get laser-clear on personal and financial goals Build a company that thrives without you Start planning NOW, the future-you will thank you Key Quotes: “Think like a buyer as you grow your company.” — David Shavzin “If you want to sell your company successfully, your goal should be to make yourself irrelevant.” — David Shavzin Connect with David! Website: https://getonthevaluetrack.com/ LinkedIn: https://www.linkedin.com/in/davidshavzin/ Connect with Maria! Website: https://firepowerteams.com/ LinkedIn: https://www.linkedin.com/in/mariacforbes/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Beyond Willpower: Designing Effective Forcing Mechanisms for Success - Matthew Jarvis 51:11

۵ weeks پیش51:11

51:11

What does it look like to engineer a business that serves your life—and not the other way around? Matthew Jarvis, founder of Jarvis Financial and co-founder of The Perfect RIA, built a thriving financial advisory firm designed for freedom. In this episode, Matthew opens up about building a “lifestyle practice,” navigating the emotional landmines of succession, and making bold moves (like taking 150+ days off a year!) without sacrificing business performance. Expect honest stories about designing a business around your values, preparing for exit from day one, and why impact, not just income, should be the endgame. If you're looking to exit right, not just exit rich, this episode will shift your thinking. [01:13 – 08:12] Design Your Life First Life by Design: Matthew shares how he built a business to support his ideal lifestyle Lifestyle Practice: Intentional client selection and lean operations Personal Metrics: Why time off mattered more than AUM growth Early Vision: Planning for exit even in the early years of growth [08:12 – 18:49] Exiting on Purpose Succession Strategy: Hand-picking his successor with the intention Founder Ego: Wrestling with identity and letting go of being “the guy” Trust and Letting Go: Setting the team up for success post-transition The Real Timeline: Why a clean break was the healthiest move [18:49 – 29:06] Impact Over Income Beyond the Check: How purpose played into exit planning The Perfect RIA: Building a second business to help others escape the grind Systems + Values: Operational freedom with a high-integrity culture Mission Alignment: The joy of helping others build lifestyle practices [29:06 – 38:55] Life After Exit Rhythms Post-Exit: How Matthew structures his time now Avoiding the Void: Creating new challenges to stay engaged Family + Freedom: Prioritizing relationships and global experiences Reinvention: The exit isn’t the end, it’s the beginning of significance [38:55 – 46:00] Advice for Founders Start With Why: Design your business with your life in mind Get a Coach: The power of external insight Exit Readiness: Don’t wait until burnout to start the process Leave a Legacy: Measure success by your impact, not just your income Key Quotes: “If willpower were enough, we wouldn't have this discussion. I need a forcing mechanism.”— Matthew Jarvis “Successful people do things again and again. If I do those things, I’ll probably get similar results.”— Matthew Jarvis Connect with Matthew! Website: https://www.theperfectria.com LinkedIn: https://www.linkedin.com/in/mpjarvis/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

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Paychecks to Purpose: The 8 Exits of a Founder - Jerome Myers 1:00:43

۶ weeks پیش1:00:43

1:00:43

Most people think money is the biggest barrier to leaving their job—but they’re wrong. In this powerful mastermind session, Jerome Myers joins real estate investors and corporate pros to reveal the real cost of walking away: emotional, mental, and operational. Drawing from his leap from corporate at the peak of success, Jerome shares hard-earned lessons on why most exits fail, the myths of passive income, and what truly makes wealth worth building. If you're dreaming of leaving your W2 or already have, this conversation will shake your assumptions and refocus your purpose. Press play and discover what it takes to build a life of freedom and fulfillment. [00:00 – 04:57] Real People at the Edge of a Leap Investor intros: career paths and exit goals Common thread: W2 jobs and uncertainty Jerome sets the tone for real talk [04:58 – 11:45] Jerome’s Exit Story Built a $20M division—then told to downsize Choose values over comfort and quit Faced with cash flow struggles with no plan [11:46 – 20:59] Freedom Numbers & False Starts Most don’t know their real “freedom number.” Passive income takes time and capital Going from six figures to zero is a real risk Know what life—not lifestyle—costs [21:00 – 34:15] Chief Everything Officer Startup life is messy, lonely, and intense You’ll do everything—from admin to investor calls Visibility is leverage, not vanity Faceless brands fail in today’s market [34:16 – 48:15] Purpose Over Passive Real estate cash flow isn’t instant Wealth comes from exits and expertise Consulting often beats syndication Purpose fuels fulfillment; money alone doesn’t [48:16 – 59:00] Doubt, Purpose & the Real Work Doubt lingers, even with a plan Mission matters more than ego Money without purpose leads nowhere We exit to do our real work Key Quotes “The biggest mistake I made in my transition from an employee to a founder was trying to build a faceless brand.” - Jerome Myers “The only way your life ever matters is if you are positively impacting the lives of other people.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Letting Go on Purpose: A Founder’s Guide to Exiting Right with Julie Cole 43:51

۷ weeks پیش43:51

43:51

What happens when your business becomes your identity, and you sell it? Julie Cole, co-founder of Mabel’s Labels, went from lawyering to label-making, raising six kids while helping build a household name from her sister’s basement. She opens up about the unexpected acquisition, how her team navigated co-founder dynamics, and the emotional complexity of stepping back while staying connected to the brand. Expect stories of scrappy beginnings, smart business moves, the real challenges of exiting with multiple partners, and how to redefine purpose after the deal is done. If you've ever wondered what success looks like on the other side of the sale, this conversation pulls back the curtain. [01:26 – 07:26] From Basement to Brand Intro & Vision: Julie introduces herself and the idea Bootstrapping: Four founders and personal drive kickstarted the venture Real Need: A product born from personal challenges Validation: Early word-of-mouth proved the concept [07:26 – 16:44] Building the Machine Team Dynamics: Clear roles and communication were key Growth: Evolving from the basement to professional facilities Market Response: Early press and customer love validated the idea Scaling: Strategic hires helped avoid burnout and silos [16:44 – 24:18] Exit Strategy in Real Time Acquisition Offer: Avery’s unexpected proposal turned real fast Valuation: Negotiated to reflect future growth Due Diligence: Smooth process with the right advisors Transition: Julie shifted to a brand evangelist role post-sale [24:18 – 32:00] Life After Exit Identity Shift: Founders faced new emotional challenges New Paths: Some moved into coaching, real estate, and mentoring Relationship Changes: Less frequent, but meaningful connections remain Community: Speaking and mentorship filled the post-exit gap [32:00 – 43:00] Legacy Building for Founders Plan Early: Your exit strategy shapes your growth Advisors Matter: Surround yourself with trusted experts Stay Focused: Avoid deal fatigue; keep the business thriving Key Quotes: “When you start your company, you should be thinking about your exit… That’s your JOB.” — Julie Cole "Surround yourself with people who are smarter than you—and never try to navigate a sale on your own." — Julie Cole Connect with Julie! Website: https://mabelslabels.com/ LinkedIn: https://www.linkedin.com/in/julie-cole-llb-ma-3794671/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Think Long-Term: The Key to Winning at Taxes - Steven Jarvis 39:36

۸ weeks پیش39:36

39:36

How do high-earning professionals maximize their financial opportunities while avoiding common tax pitfalls? In this insightful conversation, Jerome Myers sits down with Steven Jarvis, a tax strategist dedicated to helping business owners and professionals confidently navigate tax planning. Steven shares actionable strategies to optimize tax savings, uncover overlooked deductions, and build a proactive approach to financial planning. Whether you're a seasoned entrepreneur or just getting started, this episode will equip you with the knowledge to make tax-smart decisions that align with your financial goals. [00:00 - 06:42] The Importance of Proactive Tax Planning Avoiding Common Mistakes – Why waiting until tax season can cost you thousands Mindset Shift – Taxes are not just an annual burden but an ongoing financial strategy Collaboration is Key – Working with CPAs and financial advisors can uncover hidden opportunities [06:43 - 14:28] Maximizing Deductions & Reducing Liability Hidden Tax Savings – How to identify deductions that most professionals overlook Business Structuring – The impact of entity selection on tax efficiency. Retirement Contributions – Leveraging retirement accounts for long-term tax benefits [14:29 - 22:15] Common Tax Myths Debunked Myth: "I’m Too Small for Tax Planning" – Why every income level benefits from strategy The Audit Fear Factor – Understanding IRS red flags versus legitimate deductions Write-Offs vs. Cash Flow – Why a deduction doesn’t mean "free money" [22:16 - 30:04] Long-Term Wealth Strategies Through Tax Planning Tax-Efficient Investing – Maximizing returns while minimizing tax burdens Estate & Legacy Planning – Setting up structures that benefit future generations Giving Strategically – How philanthropy and tax planning intersect [30:05 - 38:51] Practical Steps to Implement Right Now Reviewing Past Returns – Uncovering missed deductions and amending returns Quarterly Tax Planning – Avoiding surprises and optimizing cash flow Building a Tax Strategy Team – Why collaboration creates the best outcomes Key Quotes: "Tax planning isn’t about avoiding taxes—it’s about paying exactly what you owe, not a penny more." - Steven Jarvis "The best way to get ahead on taxes is to think about them long term." - Steven Jarvis 🚀 Ready to Take Control of Your Exit Strategy? 🚀 Don't leave your business exit to chance! Join The Ultimate Exit Playbook and gain the insights, strategies, and tools to build a profitable, stress-free exit plan. Whether you're years away or planning your next big move, this event is your roadmap to success. Avail your spot now! 👉 https://theperfectriaevents.com/06-02-25-ultimate-exit-playbook Connect with Steven! Website: https://retirementtaxservices.com/ LinkedIn: https://www.linkedin.com/in/stevenajarvis/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Mind Over Money: Managing the Emotional Rollercoaster of Exiting - Jerome Myers 48:06

۹ weeks پیش48:06

48:06

Selling a business is often seen as the ultimate victory, but what happens when the excitement fades and uncertainty sets in? In this episode, Jerome Myers, America's leading exit authority, uncovers founders' emotional and psychological challenges after selling their businesses. Many assume financial freedom will bring fulfillment, only to feel lost, disconnected, or restless. Jerome reveals the hidden traps of the exit journey and provides actionable insights to help founders transition with clarity and purpose. Learn how to avoid the everyday post-exit struggles and step confidently into your next chapter. [00:00 - 06:45] The Founder’s Exit Paradox Exiting a business isn’t just a financial transaction—it’s a personal transformation. Many founders assume wealth will bring fulfillment, but the reality is often differen.t The sudden loss of structure, identity, and purpose can be overwhelming Planning beyond the financials and preparing for emotional shifts is the key to a successful exit [06:46 - 15:58] The Wealth & Purpose Trap Financial freedom doesn’t automatically provide meaning or direction Without a structured plan, founders either jump into distractions or drift aimlessly True fulfillment comes from intentionally designing a life that aligns with personal values Success and fulfillment are different— wealth doesn’t guarantee happiness [15:59 - 25:22] Identity Crisis: Who Am I Without My Business? Your business shaped your daily routine, social circles, and sense of significance. Post-exit, many founders struggle with a loss of identity Some overcorrect by launching another company too soon, while others remain limbo The key is to separate your identity from your business before the exit [25:23 - 37:44] The Six Centers of Doubt Founders experience post-exit uncertainty in six key areas Preparing for these challenges in advance prevents post-exit regret [37:45 - 47:20] Designing a Fulfilling Next Chapter Avoid the trap of waiting until after the exit to figure out what’s next Define what success looks like beyond financial wealth Structure your post-exit life intentionally—focus on contribution, growth, and purpose Take the Exit Readiness Assessment to prepare for a smooth transition Key Quotes: “Freedom without purpose is just emptiness.” - Jerome Myers “Success and fulfillment are not the same—you can win the game and still feel like something is missing.” - Jerome Myers “When money is no longer the problem, you realize how many of your real challenges were never about money in the first place.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
You're Not Just Exiting a Company—You're Exiting an Identity - Jerome Myers 7:39

10 weeks پیش7:39

7:39

What if selling your business didn’t bring the fulfillment you expected? While most discussions around business exits focus on valuation, deal structures, and financial freedom, few address the emotional toll that follows. In this episode, Jerome Myers, America's leading exit authority, unpacks the silent costs of selling a business—the identity crisis, emotional void, and six centers of doubt that can leave founders feeling lost. He shares why 75% of entrepreneurs regret their exits and reveals a four-step framework to help navigate post-exit life with clarity and purpose. If you’re planning an exit or struggling with what comes next, this episode is your guide to designing a fulfilling next chapter. [00:00 - 01:15] Introduction: The Emotional Toll of Selling Your Business Exiting a business isn’t just financial—it’s personal and emotional Many founders feel lost, questioning their identity after selling This episode uncovers what happens emotionally after an exit [01:16 - 03:09] The Six Centers of Doubt Every Founder Faces Self-Image: “Who am I without my business?” Relationships: “Do I still belong if my network was tied to my company?” Work: “I need something to do, but what?” Health: “I sacrificed my well-being—can I fix it now?” Prosperity: “I have time and money, but am I using them wisely?” Significance: “What is my impact beyond the business I built?” [03:10 - 04:44] Why 75% of Founders Regret Their Exit Without a clear post-exit vision, many founders fall into one of two traps A company doesn’t automatically bring fulfillment—it must be intentionally designed [04:45 - 06:00] The Four-Step Process to Exit with Clarity Nourish: Take time to recover and reflect Explore: Identify what truly excites and fulfills you Evaluate: Test new paths before committing too soon Transcend: Step thoroughly into your next chapter with confidence [06:01 - 06:54] Taking Action: Designing Your Next Chapter The key to a successful exit is preparing beyond financials Jerome’s Exit Readiness Assessment helps founders determine if they’re genuinely exit-ready Instead of suffering in silence, founders should proactively plan for their next phase Key Quotes: “The moment you sell, you’re not just exiting a company—you’re exiting an identity.” - Jerome Myers “You either design your next chapter with intention or drift into regret.” - Jerome Myers Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! You sold your business… now what? No one warns you about the identity crisis, the void, or the doubts that creep in after the deal is done. 75% of entrepreneurs regret their exit but it doesn’t have to be that way. In this episode, I break down the hidden costs of selling and share my four-step framework to help you navigate what’s next with clarity and purpose. Don’t let your exit become your regret. 🎧 Listen now: #BusinessExit #LifeAfterExit #BeyondTheDeal Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
The Five Scars of Success: How Struggle Fuels High Achievers - Jerome Myers 12:11

11 weeks پیش12:11

12:11

Success often comes at a cost. In this episode, Jerome Myers explores the Five Scars of Success—key life experiences that shape high-achieving entrepreneurs: conditional love, suicidal ideation, financial ruin, near-death experiences, and early loss of a loved one. While these experiences fuel ambition, they can also make business exits emotionally complex. Jerome shares how to reframe these scars to build a fulfilling next chapter beyond business ownership. [00:00 - 01:00] Introduction & The Five Scars of Success A reminder to check in on others. Success is often shaped by personal struggles. Exiting a business is about more than money. [01:01 - 03:00] Scar #1: Conditional Love Achievementis tied to receiving love. Creates a need for external validation. Must redefine self-worth beyond success. [03:01 - 04:30] Scar #2: Suicidal Ideation High-pressure success leads to dark moments. Many founders struggle in silence. Support systems are crucial. [04:31 - 06:00] Scar #3: Financial Ruin Many experience major financial loss. Fear of failure fuels relentless drive. Rebuilding is possible with resilience. [06:01 - 07:30] Scar #4: Near-Death Experience Facing mortality changes perspective. Creates urgency to leave an impact. Can lead to overworking and burnout. [07:31 - 09:00] Scar #5: Early Loss of a Loved One Loss fuels the drive for legacy. First businesses often aren’t true legacies. Purpose must go beyond financial success. [09:01 - 11:00] How These Scars Affect Exiting a Business More scars make letting go harder. Identity is often tied to business. Exits should be about fulfillment, not loss. [11:01 - 12:30] Moving Forward: Healing & Redefining Success These scars shape, but don’t define, us. Healing means using them as fuel. The exit is just the start of something greater. Key Quotes: “Healing isn’t about forgetting the scars—it’s about using them to fuel your next chapter.” “Most founders don’t realize that their first business isn’t their legacy; it’s what they build after they exit.” Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
If You Can Dream It, You Can Achieve It - Michelle Jacobik 50:11

12 weeks پیش50:11

50:11

What if the life you've carefully built suddenly changes—whether through divorce, a business exit, or an unexpected transition? How do you redefine success when everything familiar is gone? Michelle Jacobik, a financial expert and entrepreneur, shares her firsthand experience of navigating these pivotal moments. She and host Jerome Myers discuss rebuilding financial stability, rediscovering personal identity, and cultivating a mindset that fosters lasting success. Expect raw honesty, practical guidance, and an inside look at the steps needed to create a fulfilling next chapter. Tune in to gain the confidence and strategies to embrace change and turn uncertainty into opportunity. [00:00 - 03:14] - The Power of Support & Mindset Shifts Purpose, values, and gifts define contributions Support systems are essential for growth Mindset impacts success [03:15 - 12:29] - Navigating Divorce and Financial Transitions Divorce is both emotional and financial Plan for financial stability post-divorce Avoid emotional spending [12:30 - 24:39] - Redefining Success: Money as a Tool, Not Security Money offers stability, not identity Financial habits shape outcomes True success aligns with values [24:40 - 35:49] - Avoiding Burnout and Planning Your Exit Burnout signals need for change Build a business with an exit plan Seek support for smoother transitions [35:50 - 44:19] - Financial Runway & Business Success Businesses take time and money Have at least a one-year financial cushion Align business and personal finances [44:20 - 49:26] - Creating a Business by Design, Not Default Business models should align with goals Core values guide strategy Growth comes from learning and mentorship Key Quotes: "If you can dream it, you can achieve it." – Michelle Jacobik "A business built for cash flow alone is a trap. A business built to exit is freedom." – Michelle Jacobik Connect with Michelle! Website: https://michellejacobik.com/ LinkedIn: https://www.linkedin.com/in/michellejacobik/ Ready for your next chapter? Start Your Assessment Now 👉 https://theexitparadox.com/assessment Leave a Review + Help Others Achieve a Great Legacy If you found this episode valuable, leave us a review and share it with someone who wants to expand their business growth. Your Next is more than a podcast—it’s a community that welcomes individuals from all backgrounds and ages, united by a shared passion for personal growth and achieving excellence. 🎧 Explore our previous episodes or learn more about our mission at https://exittoexcellence.com . Your next chapter starts here! Learn more about your ad choices. Visit megaphone.fm/adchoices…

33 weeks پیش34:01

34:01

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Life After the Exit: Michael Silva on Navigating Identity, Loss, and Rediscovering Purpose After Selling His Business 45:54

34 weeks پیش45:54

45:54

What happens when you sell the business that defines you? Can financial success replace personal fulfillment? In this episode, Michael Silva shares his journey from building a thriving physical therapy practice to facing the emotional challenges of stepping away. Expect real stories about preparing your business and yourself for an exit and finding purpose in the next phase of life. This episode offers essential insights if you're a business owner or entrepreneur considering your exit. Are you truly ready? Listen to find out! [00:00 - 08:15] Michael Silva & The Identity Crisis Michael reflects on how his identity was tied to his role as a business owner Selling the business forced him to confront an emotional void he wasn’t prepared for [08:16 - 16:23] Building the Practice and Team He describes the struggles of starting his practice and the importance of early key hires Growing a team and expanding operations were essential to the business's success [16:24 - 25:03] Preparing for the Exit Michael explains how stepping back from revenue generation made the business more attractive to buyers Systems and a strong team allowed the business to run without his daily involvement [25:04 - 33:19] Emotional Toll of Selling Selling the business left Michael feeling disconnected, even though he had prepared logistically Support from family helped him cope with the emotional aftermath of the sale [33:20 - 41:11] Starting A New Chapter Michael talks about transitioning to coaching and the challenge of imposter syndrome Helping others succeed brought him a new sense of fulfillment post-exit [41:012 - 41:48] Reflections on Fulfillment Financial success from the sale didn’t immediately lead to personal fulfillment Preparing both emotionally and financially is crucial for a successful transition Key Quotes: "The financial part of selling a business is only half the story—the emotional toll is what I wasn’t prepared for." - Michael Silva "What I see most people do is get the business exit-ready, but they don't get themselves exit-ready." - Jerome Myers Connect with Michael! LinkedIn: https://www.linkedin.com/in/michaeljsilva-pt-consultant/ Website: https://michaeljsilva.com/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
From Teen Dad to Multimillionaire - Don Jackson 47:25

35 weeks پیش47:25

47:25

What does it take to turn a vision into reality? In this episode, Jerome Myers talks with Don Jackson, who went from being a teen father to building a multimillion-dollar mental health business. Don shares the risks he took, his sacrifices, and how he found a new purpose after success. Jerome asks: what are we willing to do to make our dreams real? If you’ve ever wondered how to push through life’s toughest challenges and find purpose beyond success, listen now and be inspired to follow your vision. [00:00 - 05:03] Vision and the Power of Perseverance Introduction to Don Jackson and his entrepreneurial beginnings Facing challenges early as a teen father Trusting your vision and embracing the struggle as part of the journey [05:04 - 11:09] From Grass Cutting to Mental Health Entrepreneur Don’s first hustle mowing lawns and how responsibility shaped his work ethic Reflecting on his drive to support his family from a young age Transitioning from physical labor to finding his passion in the mental health field [11:10 - 17:11] Building Right Path Behavioral Health The difficult two-year journey of starting Right Path Behavioral Health Navigating the roadblocks and gatekeepers in the mental health industry Becoming the youngest mental health service provider in Florida at age 28 [17:12 - 29:51] Growing the Company and Becoming a Leader The challenges of leadership and hiring the right people Building Right Path into a company with 63 employees and maintaining a hands-on leadership approach Balancing growth and personal values to build a strong company culture [29:52 - 43:59] The Emotional Exit and Life After Selling Don’s reflections on receiving a multimillion-dollar wire after selling the company Coping with the emotional aftermath of stepping away from a business he built from the ground up Finding new purpose and continuing the journey post-sale [44:00 - 46:40] Final Thoughts and Advice for Aspiring Entrepreneurs The importance of staying true to your vision How success is not just about financial gains but about perseverance and making a positive impact Key Quotes: “Your vision is your vision. God would've given it to them if the vision were for anybody other than you. So, you gotta trust it." - Don Jackson "If it were easy, everybody would be doing it. Embrace the struggle." - Don Jackson Connect with Don! Email: don032254@yahoo.com LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
90% of All Wealth is Lost by the 3rd Generation - Rich Christiansen 53:41

36 weeks پیش53:41

53:41

Can you succeed while staying true to your values and building a lasting family legacy? In this episode, Rich Christiansen, an entrepreneur with 17 successful business exits, shares his journey of balancing wealth, family, and personal growth. He introduces his Legato Family Framework, offering practical ways to avoid the common traps of generational wealth loss and build a foundation rooted in values. Rich also opens up about discovering his true identity and the transformative power of self-forgiveness and love. If you’re looking for insights on how to find proper balance in life, this is an episode you won’t want to miss. Listen now to explore how you can create a meaningful legacy for yourself and your family. [01:29 - 03:04] Meet Rich Christiansen Jerome introduces Rich, highlighting his 17 successful business exits. Rich shares how family and values have shaped his life and business. They discuss the balance between wealth creation and meaningful relationships. [03:05 - 08:53] The Pendulum of Balance Rich explains the challenges of balancing professional success with personal life. Balance means flowing between extremes, not staying rigid. The pressure to prove worth can disrupt life balance. [08:54 - 17:35] The Legato Family Framework Introduction to Rich’s Legato Family Framework centered on family values and traditions. Rich explains how it helps families avoid generational wealth loss. Creating a family mission statement is key to preserving values. [17:36 - 31:07] Overcoming Guilt and Shame Rich discusses guilt and shame as low emotional frequencies that hold people back. Open dialogue and spiritual growth are essential for healing. His family framework focuses on self-love and rejecting shame. [31:08 - 52:56] Rich’s Personal Story: Discovering His True Identity Rich shares the emotional story of discovering he was donor-conceived. The journey of reconciliation transformed his understanding of family. He emphasizes the power of forgiveness and self-love in overcoming challenges. Key Quotes: "Balance is about crossing the line of balance as frequently as possible." - Rich Christiansen "Our deepest need is to be seen, but also our biggest fear is being fully manifest and seen." - Rich Christiansen Connect with Rich! Website: https://richchristiansen.com/ LinkedIn: https://www.linkedin.com/in/richristiansen/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Go From Building a Living to Building a Life - Lloyd Reeb 54:38

37 weeks پیش54:38

54:38

What does it mean to live a life of true significance? In this episode of Dream Catchers, Jerome Myers, and Lloyd Reeb explore how to shift from chasing career success to building a purpose-driven life. With over 25,000 hours of coaching experience, Lloyd shares practical steps to "get clear, get free, and get going" in your journey. Listeners will learn to balance time, energy, and wealth, build a family legacy, and mentor the next generation. If you’ve ever asked yourself, "Is there more to life than this?" this episode is for you. Lloyd Reeb challenges you to redefine success and shows how living with intention can transform your life and legacy. [00:00 - 06:45] Introduction & Lloyd Reeb’s Coaching Journey Jerome introduces Lloyd Reeb, highlighting his 25,000+ hours of coaching experience Discuss gaining clarity in life with Lloyd’s process: "Get clear, get free, and get going" It is important to create a margin in life to explore purpose and take action [06:46 - 16:59] The Halftime Institute: From Success to Significance The Halftime Institute, co-founded by Lloyd and Bob Buford, helps people shift from career focus to life purpose How midlife prompts reflection on whether there’s more to life than career success Transitioning to becoming the "Chief Life Officer" and creating impact in the second half of life [17:00 - 27:52] Building Financial Freedom & Family Legacy Lloyd shares insights on financial freedom and the importance of capping lifestyle to focus on purpose Examples of how limiting lifestyle leads to more joy and opportunities for contribution Strategies for building a family enterprise that generates wealth while blessing others [27:53 - 41:13] Mentoring the Next Generation Lloyd discusses the fulfillment of investing in the next generation through mentorship The concept of Ardent Mentoring, where seasoned leaders guide young social entrepreneurs Mentoring is a way to invest time and wisdom in others for a lasting impact [41:14 - 52:37] Intentional Leadership & Closing Thoughts The necessity of intentional leadership in building a thriving family and life Setting lifestyle limits, teaching kids about money, and fostering purpose in family life Final thoughts on becoming your "Chief Life Officer" with long-term personal metrics and a life mission Key Quotes: "Money is a terrible master but a great servant." - Lloyd Reeb "Building a career is one thing; building a life is far more intimate, complex, and rewarding." - Lloyd Reeb Connect with Lloyd! Website: https://halftimeinstitute.org/ LinkedIn: https://www.linkedin.com/in/lloydreeb/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Stop Overpaying in Taxes - Todd Villarrubia 39:00

38 weeks پیش39:00

39:00

What if your tax strategy is costing you more than it should? This episode challenges the norm and asks: Are you keeping as much of your hard-earned money as possible? Join Jerome Myers and tax attorney Todd Villarrubia as they reveal strategies that could transform your understanding of taxes. From selecting the correct business entity to advanced tax plans, Todd shares insights that could protect and grow your wealth. If you're ready to rethink your approach and maximize your financial freedom, this podcast is for you. Tune in to discover the key strategies that could change your financial future. [00:00 - 09:51] Misconceptions About CPAs and Tax Planning CPA vs. Tax Strategist: CPAs often focus on tax preparation rather than proactive tax reduction strategies Proactive Planning: Effective tax planning can yield a 10-to-1 ROI, significantly reducing tax burdens Customized Solutions: Importance of personalized tax strategies tailored to individual needs [09:52 - 17:59] Tax Strategies for Business Owners Cost Segregation: Utilizing cost segregation to maximize tax deductions on commercial real estate Retirement Plans: Advanced options like the 412(e)(3) allow substantial tax-deductible contributions Strategic Deductions: Methods to optimize deductions and minimize taxable income. [18:00 - 24:31] Preparing for a Business Exit Entity Structure: The impact of business entity choice on tax liabilities during an exit. Deferred Sales Trusts: Deferring taxes for up to 20 years to maintain financial flexibility post-exit Capital Gains Optimization: Strategies to maximize favorable tax treatment on capital gains [24:32 - 29:43] Protecting Wealth Through Trusts Asset Protection Trusts: Safeguarding assets from lawsuits while retaining control Dynasty Trusts: Preserving wealth across generations, tripling net worth by avoiding estate taxes Trust Planning: Early planning is necessary to ensure long-term wealth protection [29:44 - 37:00] Future Tax Legislation and Its Impact Upcoming Changes: Potential reductions in estate tax exemptions and increases in income tax rates Strategic Planning: Staying ahead of tax law changes to protect assets and minimize taxes Charitable Planning: Prioritizing tax incentives before leveraging philanthropic contributions for tax reduction Key Quotes: "Double your take-home pay by changing how you manage taxes. It’s not a fantasy; it’s a strategy." - Todd Villarrubia "Paying more in taxes than you need to is a sin. There's so much more good that can be done with those dollars in the hands of the people who earned them." - Jerome Myers Connect with Todd! Website: https://lawealthplan.com/ LinkedIn: https://www.linkedin.com/in/todd-villarrubia/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Slow Down and Become More Productive - Brittany Anderson 48:18

39 weeks پیش48:18

48:18

Can you scale the heights of professional success while maintaining your authenticity and personal values? In this engaging podcast episode, Brittany Anderson, an accomplished entrepreneur and financial strategist, addresses this critical question. She shares her journey and the strategies that have enabled her to manage a billion-dollar company while fostering a culture of authenticity and supportive community engagement. Listeners will gain insights into the power of Brittany's 90/10 concept—her innovative method for balancing intense professional drive with the essential need for personal downtime and reflection. She also discusses the challenges and opportunities for women in leadership roles and the transformative impact of cultivating genuine connections in the workplace and beyond. Tune in to learn from Brittany's experiences and discover actionable advice for navigating your career with integrity and purpose. Listen now and start your journey toward a more balanced and fulfilling professional life. [01:00 - 9:03] Breaking the Mold: Brittany’s Journey to Leadership From Corporate America to Entrepreneurship: Brittany shares her transition from managing a jewelry store to becoming the president of a financial services firm Taking the Leap: How Brittany’s willingness to take risks led her to a successful career in wealth management A Heart for Small Communities: The decision to invest in a rural Minnesota nursery and the impact of supporting local businesses [09:04 - 18:21] Trailblazing the Path: Empowering Women in Finance Women and Wealth: The evolving role of women in wealth management and why they are the future of the industry Challenging the Status Quo: Brittany discusses the unique challenges women face in balancing career and family life Building the Trailblazers Community: The motivation behind creating a space for women to connect and thrive in their professional and personal lives [18:22 - 27:11] The 90/10 Rule: Redefining Success and Avoiding Burnout Slowing Down to Speed Up: Introducing the 90/10 concept and its role in maintaining balance and avoiding burnout Balancing Act: How high achievers can maintain success without sacrificing their personal lives Showing Up Fully: The importance of bringing your best self to both work and home [27:12 - 36:56] Authentic Connections: The Power of Vulnerability and Support Creating Safe Spaces: Brittany’s vision for Trailblazers as a platform for women to connect authentically The Power of Community: How vulnerability and support within a curated community can lead to personal and professional growth From Competition to Collaboration: Shifting the focus from competing to supporting one another in achieving success [37:57 - 46:18] The Dream Architect: Crafting a Vision for Your Future The Over Dinner Conversation Tool: Brittany introduces a powerful tool to help listeners clarify their dreams and build deeper connections Empowerment Through Service: The fulfillment that comes from helping others achieve their dreams Final Reflections: The importance of networks and genuine connections in achieving long-term success Key Quotes: "Women are not a niche in your business; they are the future of your business." - Brittany Anderson "The 90/10 concept is about giving yourself permission to slow down so you can show up fully both at work and at home. - Brittany Anderson Connect with Brittany! Website: http://www.sweetfinancial.com/ LinkedIn: https://www.linkedin.com/in/brittany-anderson/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Don't Just Do What's Right... Do What's Generous! - Sam Wakefield 47:11

40 weeks پیش47:11

47:11

How do you redefine success when you've achieved what you thought was the ultimate goal? In this episode, host Jerome Myers engages with Sam Wakefield, an entrepreneur who successfully built and sold his business but found himself asking, "What’s next?" This conversation profoundly explores what it truly means to exit the matrix of conventional success and pursue a life of greater purpose and impact. Listeners will learn how Sam transitioned from a career in the HVAC industry to becoming a sought-after coach and speaker, all while staying true to his core philosophy: giving more value than you take. The episode covers the challenges of selling a business, the emotional aftermath, and the unexpected opportunities when you focus on serving others instead of just making a profit. If you're at a crossroads in your career or contemplating your next big move, this episode will provide the insights and inspiration you need to confidently take that next step. [00:00 - 05:36] Vision: The Fuel for Your Dreams Meet Sam Wakefield: Get to know Sam’s Texan roots and how his early life shaped his career A Heatwave of Change: Discover how Sam’s entry into the HVAC industry was more fate than choice and how it set the stage for his entrepreneurial journey [05:37 - 14:12] Rising from the Ashes: Turning Adversity into Opportunity A Near-Death Experience: Sam shares a harrowing story of a life-threatening incident that led him to rethink his career and life priorities Catalysts for Growth: The impact of personal development books, like Rich Dad Poor Dad, on Sam’s mindset and career trajectory Entrepreneurial Lessons: Learn how Sam transformed challenges into opportunities and the crucial role resilience plays in success [14:13 - 25:28] The Exit Strategy: When the End is Just the Beginning The Emotional Rollercoaster of Selling a Business: Sam opens up about the bittersweet experience of selling his company and the identity crisis that followed Facing the Unknown: How Sam navigated the uncertain period after his exit, and why it led him to his true calling A New Chapter in Leadership: Discover how Sam’s next move, though seemingly a step back, became a launching pad for his coaching career [25:29 - 34:08] The Power of Generosity: Serve First, Success Follows Service Over Sales: Sam reveals his philosophy of providing immense value without expecting immediate returns and how it has shaped his approach to business Life’s Guiding Principles: Explore Sam’s core beliefs—doing what’s generous and always giving more than you take Building an Abundance Mindset: Practical tips on how to shift from a scarcity mindset to one of abundance, even during tough times [34:09 - 45:04] Living in Alignment: Core Values as Your Compass Why Core Values Matter: Jerome and Sam discuss the importance of living authentically by aligning actions with core values, both in business and life The Accelerating Power of Coaching: Learn why investing in a coach can be the game-changer you need to achieve your goals rapidly Final Reflections: As the episode closes, reflect on the power of vision, content creation, and staying true to your purpose Key Quotes: "Don't just do what's right... do what's generous." - Sam Wakefield "When you try to do something for everyone, you end up doing something for no one." - Sam Wakefield Connect with Sam! LinkedIn: https://www.linkedin.com/in/closeitnow Website: https://www.closeitnow.net/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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Scaling from $500,000 to 1.5 Billion - Angel Alvarez 47:57

41 weeks پیش47:57

47:57

How can an entrepreneur navigate the complexities of scaling a startup to reach billion-dollar valuations? In this revealing episode, Jerome Myers sits down with Angel Alvarez, who shares his transformative journey from a modest startup to a billion-dollar enterprise. Listen as Angel breaks down the key strategies behind his success, from embracing risks and strategically planning business exits to integrating philanthropy deeply into his company’s DNA. This discussion sheds light on achieving exponential business growth and emphasizes the broader impacts of entrepreneurial success. Are you intrigued by the possibility of turning a small venture into a vast empire? Join us for this enlightening conversation that will inspire, educate, and provide actionable insights for anyone interested in large-scale business development. [00:00 – 06:16] Opening Thoughts and Embracing Failure Angel Alvarez opens with his philosophy on failure as a stepping stone to success Introduction to the show and its mission by Jerome Myers, setting the tone for an inspiring discussion [06:16 – 18:00] The Journey from Employee to Entrepreneur Angel details his transition from an early career employee to establishing his own business empire Insights into the challenges and key decisions during the initial stages of his career [18:00 – 26:08] Strategic Growth and Business Exits Discussion on scaling the business through strategic mergers and acquisitions Angel shares his experiences with business exits and the critical strategies that led to successful outcomes [26:08 – 36:56] Philanthropy Intertwined with Business Angel explains how philanthropy is an integral part of his business strategy Specific examples of philanthropic initiatives and their impact on both the community and business success [36:56 – 45:52] Concluding Insights and Vision for the Future Angel offers advice to aspiring entrepreneurs on resilience and pursuing their visions Jerome concludes the episode with reflections on the discussion and hints at what's to come in future episodes Key Quotes: Many quit after failing; I failed multiple times before succeeding. It’s all about mindset.– Angel Alvarez "We built the organization with a culture of acquiring and nurturing talent, which many overlook during acquisitions." – Angel Alvarez Connect with Angel! LinkedIn: https://www.linkedin.com/in/angel-i-alvarez-26170a7/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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You Are The One That Breaks the Family Patterns - Bobby Castro 55:58

42 weeks پیش55:58

55:58

How do you break free from society's invisible barriers around you? Explore the inspiring journey with host Jerome Myers as he delves into a candid conversation with Bobby Castro, a self-made billionaire who transformed his life from a ninth-grade dropout to a towering figure in entrepreneurship. In this insightful discussion, Jerome and Bobby unpack the power of breaking free from limiting beliefs and generational patterns to forge a legacy of success. They delve into how obsession fueled Bobby's self-education and how spirituality and intentionality dramatically shaped his path. Discover the crucial strategies to escape the societal 'crab bucket' and learn how these insights can propel your life to new heights. Don’t miss this episode if you’re eager to learn about achieving personal greatness and resilience. Tune in to hear how Bobby’s journey can inspire your path to success. [00:00 - 07:55] Unshackling from the Crab Bucket Escaping Limitation: Bobby introduces the concept of the "crab bucket" to illustrate how societal constraints can hold us back Foundation of Success: Exploring Bobby's challenges and the early mindset shifts crucial for his journey Meet Your Host and Theme: Jerome sets the stage for the episode, outlining its focus and expectations [07:56 - 15:59] From Dropout to Billionaire Defying the Odds: Bobby shares his transformation from being a ninth-grade dropout to creating a billion-dollar enterprise The Power of Genuine Connections: The significance of trust and transparency in building relationships Sustained Energy for Life: Bobby discusses how he maintains high energy and positivity naturally [16:00 - 23:44] Spiritual Awakening and Rebirth Moments of Clarity: Bobby details personal experiences that led him to embrace spirituality and its impact Family as Catalyst: How family interactions and events sparked deeper spiritual explorations [23:45 - 32:03] Mastering the Business Chessboard Strategic Moves: Unpacking Bobby’s key business decisions and his ventures into real estate that fueled his financial success Wealth Philosophy: Insights into Bobby's approach to money, risk, and investment strategies [32:04 - 39:49] Crafting a Legacy of Intention Breaking Cycles: The importance of overcoming generational patterns to establish a new legacy Living with Purpose: How aligning daily actions with life goals leads to profound and sustained success [39:50 - 53:58] Reflections and Pathways Forward Key Takeaways: Recap of the transformative lessons from Bobby’s life and their relevance to the audience Looking Ahead: Advice from Bobby on staying true to oneself and focusing on essential life values amidst chaos Key Quotes: “The power of compounding is significant; everything big starts small, yet many people want to skip that process.” - Bobby Castro "Obsession is a requirement for being self-taught." - Bobby Castro Connect with Bobby! LinkedIn: https://www.linkedin.com/in/bobby-castro/ LinkTree: https://linktr.ee/officialbobbycastro LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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Don't Apologize for Being You! - Steve Sims 53:46

43 weeks پیش53:46

53:46

How do you transform the impossible into the achievable? This conversation with host Jerome Myers and guest Steve Sims, an expert in making extraordinary things happen, unravels the philosophy of adding value first. He shares surprising stories from his journey and impactful lessons learned about business exits, relationship building, and the power of asking the right questions. Get ready for a session with real-life tales of audacity and insights that challenge conventional wisdom. From handling complex business exits to harnessing the power of networking, Steve provides practical advice that is immediately applicable. This episode is a must-listen for anyone seeking to elevate their influence, enhance their networking skills, or enjoy fascinating stories from someone who has truly seen and done it all. Tune in to hear Steve's compelling perspective on living a life that turns barriers into gateways and discover how you can apply these lessons to achieve powerful results in your own life. [00:00 - 09:52] Introducing Steve Sims: From Dreams to Reality Jerome introduces Steve Sims, highlighting his unique skills in making the impossible happen Sims talks about his approach to valuable interactions and the evolution of his career Value what you bring to every situation and utilize your unique capabilities to solve problems [09:53 - 19:44] Mastering Exits and Building Authentic Connections Insights on navigating the complexities of business exits and the importance of solid planning The role of genuine relationships in both business and personal success Proper exit strategies and authentic relationships are crucial for long-term success [19:45 - 29:36] 'Bluefishing': The Journey to Bestseller Status Sims shares the backstory of his book 'Bluefishing' and the unexpected paths it opened Discussion on leveraging the power of asking profound questions to unlock new opportunities Engage your network effectively to open doors you never thought possible [29:37 - 39:28] Communicating Effectively and Marketing with Impact Sims emphasizes the importance of clear communication and truly understanding your audience Strategies for creating marketing that resonates and drives engagement Effective communication is a powerful tool for personal and business growth [39:29 - 50:56] Embracing Failures and Setting Audacious Goals Discusses his second book, "Go for Stupid," and the significance of setting bold, challenging goals The importance of learning from failures and using them as catalysts for growth Transform failures into learning opportunities and never shy away from ambitious goals Key Quotes: "If you're the smartest person in the room, you're in the wrong room." - Steve Sims "Influence is not about pushing someone down; it's about pulling them up." - Steve Sims Connect with Steve!! Website: https://www.stevedsims.com/ Website (book) https://goforstupid.com/ Instagram: https://www.instagram.com/stevedsims LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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The Emotional Rollercoaster of Exiting a Business: Daniel Heck’s Experience 47:56

44 weeks پیش47:56

47:56

What does it really feel like to let go of a business you've painstakingly built from scratch? In this episode, join host Jerome Myers and entrepreneur Daniel Heck as they explore the emotional and strategic complexities of selling a business. Listen as they discuss Daniel's journey from the early motivations that drove him to start a business, through the challenges and triumphs of growth, to the intricate decision-making involved in his exit strategy. This candid conversation also delves into the often-overlooked emotional aftermath of selling a business, offering a real-life perspective on the identity shifts and personal evolutions that follow. Whether you're an aspiring entrepreneur or facing major changes, this episode provides valuable insights into resilience and strategic planning. Tune in to understand the profound impact of these life transitions and equip yourself with the knowledge to navigate your own business challenges. [00:00 - 01:08] Unraveling the Founder's Paradox Jerome kicks off the episode with a deep dive into the emotional dichotomy founders face when parting with their businesses A vibrant introduction to the themes that fuel entrepreneurial journeys and exits. [01:09 - 10:40] Embarking on the Entrepreneurial Voyage Daniel recounts the thrilling origins of his business, from a college project to a viable enterprise Key moments of realization and critical early decisions that set the stage for future success [10:41 - 21:56] Mastering the Scale-Up Challenge Daniel navigates through the turbulent waters of business expansion, from local to national presence Hear about overcoming the hurdles of scaling and the strategic wins that propelled growth [21:57 - 31:52] Engineering a Strategic Exit Daniel opens up about the intricacies of deciding to sell his business and orchestrating an exit strategy Insights into the emotional and strategic layers that define a successful business departure [31:53 - 43:48] Navigating Life Beyond Business Explore the personal recalibrations and new adventures that follow the sale of a business Daniel shares the lessons learned and the unexpected challenges of forging a new path [43:49 - 58:06] Envisioning the Future with Purpose The episode concludes with a reflection on the critical role of support systems and networks post-exit Daniel offers sage advice for entrepreneurs gearing up for their own exits, emphasizing preparation and support Key Quotes: "Excellence in exiting is achieved when individuals take charge and make their own decisions." - Jerome Myers "The process of selling my business was a journey of self-discovery and ultimately, personal freedom." - Daniel Heck Connect with Daniel! Website: https://www.crewsandco.com/ LinkedIn: https://www.linkedin.com/in/daniel-heck-b68786142 LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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Maximizing Your Liquidity Event: Expert Advice from Homer Smith 43:38

45 weeks پیش43:38

43:38

What does it truly take to navigate a liquidity event successfully? In a compelling discussion with seasoned wealth advisor Homer Smith, host Jerome Myers explores the intricate layers of financial and emotional preparation required to survive and thrive through a business exit. Homer illuminates the often overlooked aspects of such transitions, from the critical importance of early tax planning to the profound impact of family dynamics on wealth preservation. How can values be effectively passed along with wealth to ensure a lasting legacy? What strategies can business owners employ to protect and maximize their financial gains? These are just some of the questions addressed as we uncover the nuances of preparing for and executing a successful liquidity event. Expect a conversation filled with actionable insights and real-life examples that any business owner or entrepreneur facing a significant financial decision will find invaluable. Homer’s expertise offers a roadmap for those looking to secure their financial future and understand the deeper implications of their business choices. [00:00 - 08:13] Embracing the Emotional Journey of Liquidity Events Homer Smith starts the conversation with a candid look at the unexpected emotional landscape accompanying selling a business Insights into the common relief vs. happiness misconception and what counts after the deal is done [08:14 - 15:47] Weaving Wealth with Family Values Dive into the heart of wealth transition as Homer discusses the importance of intertwining family values with financial legacies Real-life anecdotes illustrate how open dialogues can forge stronger family bonds and more profound respect for inherited wealth [15:48 - 25:02] Crafting Your Financial Future Before the Exit Learn the art of pre-exit planning with Homer’s expert advice on tax strategies and estate planning to safeguard your financial horizon Discover how strategic timing and thorough preparation can significantly enhance post-exit financial health [25:03 - 31:58] Setting the Stage for Post-Exit Success Explore the psychological adjustments and strategic considerations essential for life after the business sale Jerome and Homer discuss the tools and mindsets needed to ensure a legacy that lasts and prospers [31:59 - 41:38] Sealing the Deal with Wisdom In the closing moments, Homer recaps the vital strategies discussed throughout the episode, emphasizing the importance of readiness and precise planning Final expert tips on aligning business exits with personal and familial aspirations ensure listeners can navigate their liquidity events Key Quotes: "Legacy is more than wealth; it’s the values you pass on that truly enrich the next generation." - Homer Smith "The best tax strategy is one that starts early—not just months, but years before an exit." - Homer Smith Connect with Homer! Website: https://konvergentwealth.com/ LinkedIn: https://www.linkedin.com/in/homersmith4/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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Money Doesn't Matter When You Are Broken Spiritually - Omani Carson 55:00

46 weeks پیش55:00

55:00

Immerse yourself in a transformative journey with Omani Carson on the Dreamcatchers podcast. Host Jerome Myers engages Omani in a profound discussion about the pivotal shifts from scarcity to abundance. What does living a life designed not by default but by deliberate choice mean? Omani shares his evolution, marked by dramatic changes in mindset and lifestyle, along with the profound impact of cultural appreciation and identity redefinition. Listeners will learn how a change in perspective can lead to financial freedom and a more prosperous, fulfilling life. Omani's story is a testament to the power of transformation and community, inviting you to explore how these themes resonate in your life. Join us for a thought-provoking conversation that promises to challenge and inspire. Don't miss out on these life-changing insights—tune in now to harness the lessons Omani Carson shares about love, abundance, and the true wealth of personal freedom. [00:00 - 07:52] Embracing a Life Designed by Choice Omani discusses the inception of the blueprinting process that emphasizes living intentionally He narrates the pivotal moments that compelled him to reevaluate his life's direction [07:53 - 15:44] Transforming Mindset from Scarcity to Abundance Insight into the psychological shift from a scarcity mindset to one of abundance and its profound impact on Omani's life and career Discussion on the role of therapy and Indigenous cultural influence in shaping his new worldview [15:45 - 23:36] Achieving Financial Freedom While Cultivating Spiritual Wealth Omani reflects on his journey to financial freedom and realizes that true fulfillment comes from spiritual wealth. He shares his experiences with psychedelic therapy and its role in his spiritual awakening. [23:37 - 31:44] Leveraging Community and Knowledge Sharing Omani talks about the importance of community and the benefits of a transparent, reciprocal environment in the financial industry The impact of sharing knowledge freely to foster a supportive network [31:45 - 40:00] Leadership, Legacy, and Future Aspirations Reflections on effective leadership and aligning with one's core values Omani discusses his plans, focusing on transforming other entrepreneurs' lives through the lessons he's learned [40:01 - 52:56] Philosophies on Life, Happiness, and Entrepreneurial Spirit Deep dive into Omani's philosophy on life and the pursuit of happiness Discuss the importance of aligning one's entrepreneurial endeavors with personal beliefs and values Key Quotes: Live your life by design, not by default. - Omani Carson "If there were no limitations, how would you live your life? That's the blueprint we should design for ourselves." - Omani Carson Connect with Omani! Website: https://www.carsonwealth.com/ LinkedIn: https://www.linkedin.com/in/roncarson1/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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You Can Plan Your Exit Or Others Will Do It For You - Paul Cronin 47:49

47 weeks پیش47:49

47:49

How do you ensure that your business exit leaves a lasting legacy rather than a trail of regrets? Jerome Myers and Paul Cronin tackle this essential question head-on. With over 40 years of experience, Paul has exited three businesses and guided many others through their own transitions. This episode sheds light on the secrets to planning a successful business exit, emphasizing the importance of a well-thought-out post-exit plan and addressing the emotional and psychological challenges of such a significant life change. Listeners will gain access to real-life stories, practical advice, and insights into managing the personal and professional aspects of leaving a business. Whether you're a business owner contemplating an exit or someone interested in the complexities of business transitions, this episode promises valuable knowledge and inspiration. Prepare to learn how to take control of your future and leave a meaningful legacy. [00:00 - 5:27] The Reality of Business Exits "Money amplifies problems" - the misconception debunked It is important to be memorable and build meaningful connections in business The stark difference between planned and unplanned exits [05:28 - 10:44] Planning Your Exit: Two Paths, One Choice The two fundamental ways to exit are planned or unplanned Internal vs. external exit options: family, key managers, competitors, private equity firms Consequences of not planning your exit [10:45 - 23:11] Embracing the Platinum Years: Planning Your Next Chapter The significance of having a post-exit plan is to avoid feeling lost Paul’s exit story and the critical question: "What will you do next?" The Platinum Years concept: creating a fulfilling life after exiting a business [23:12 - 32:19] Navigating Emotional and Psychological Challenges The emotional impact of exiting a business and common fears faced by owners Strategies for managing personal transitions and finding a new identity The role of family and friends in supporting the transition [32:20 - 42:14] Practical Steps for a Successful Exit Importance of meticulous planning and preparation for post-exit life Paul's structured approach to guiding business owners through their transition Real-life examples of successful exits and lessons learned [42:15 - 45:49] Final Thoughts and Key Takeaways Summarizing the essential points discussed in the episode The importance of consciously designing your future after exiting a business Encouragement for business owners to seek professional help and plan their exit proactively Key Quotes: "People have this false impression that money solves problems. Money amplifies problems." - Paul Cronin "Most business owners fantasize about their next chapter but don't plan it until it's too late." - Paul Cronin Connect with Paul! Website: https://www.theplatinumyears.com/ Website: https://www.tnag.org/ LinkedIn: https://www.linkedin.com/in/paulfcronin/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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Planning Ahead: Empowering Caregivers and Preserving Legacies - Frankie Brown 41:18

48 weeks پیش41:18

41:18

Can we redefine caregiving as a journey of empowerment rather than a burden? Host Jerome Myers and guest Frankie Brown from Autumn Life Solutions engage in a heartfelt conversation on the Dreamcatchers podcast, exploring the profound impact of caregiving on individuals and their families. They navigate the complexities of caregiver stress, the overlooked importance of self-care, and the critical need for proactive planning. Listeners will uncover the dual aspects of caregiving—its challenges and transformative potential—along with practical strategies for staying connected with loved ones, managing personal health, and preparing for future caregiving needs. Whether you are currently a caregiver or might be one in the future, this conversation offers valuable perspectives and tools to approach caregiving with confidence and compassion. Feel invited to explore these insightful discussions fully by listening to the entire podcast, where deeper understanding and practical advice await to guide you on the caregiving journey. [00:00 – 07:52] Introduction and Background Frankie discusses her motivation to write a book aimed at helping caregivers during the pandemic Overview of Autumn Life Solutions' mission to extend care to caregivers. Initial discussion on universal caregiving challenges exacerbated by the pandemic [07:53 – 15:44] Understanding Caregiver Stress Detailed exploration of the physical and emotional toll on caregivers The necessity of self-care and how caregivers often neglect it Frankie shares personal insights on why caregiver support is central to her mission [15:45 – 23:52] Strategies and Support for Caregivers Practical advice on staying connected with loved ones in various caregiving settings It is important to have a solid care plan to avoid common pitfalls Discussion on the support systems and resources available through Autumn Life Solutions [23:53 – 31:44] Preparing for the Inevitable The critical role of anticipatory measures and pre-planning in caregiving Real-life examples highlight the consequences of inadequate preparation Frankie emphasizes the benefits of proactive rather than reactive caregiving [31:45 – 39:18] Closing Thoughts and Key Takeaways Recap the importance of caregiver support and the need for comprehensive care plans Encourage listeners to embrace proactive caregiving roles Final thoughts on preserving dignity and legacy through effective caregiving Key Quotes: “ Unfortunately, caregivers often die before the people that they are taking care of... because caregivers put themselves as the last to be taken care of.” - Frankie Brown "The greatest burden is having no plan at all" - Jerome Myers Connect with Frankie! Website: https://autumnlifesolutions.com/ LinkedIn: https://www.linkedin.com/in/frankie-brown-25547295/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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High Performance Equals Our Potential Minus Inner Limits - Dr. Cindra Kamphoff 46:07

49 weeks پیش46:07

46:07

How do our beliefs shape our potential, and what tools can we employ to push beyond our perceived limits to achieve peak performance? Join host Jerome Myers and Dr. Cindra Kamphoff on the Dreamcatchers Podcast to explore the powerful interplay between mind, belief, and action. Dr. Kamphoff, a seasoned performance psychologist, shares transformative strategies from her extensive work with elite athletes and business leaders, illustrating how to harness mental strength to overcome barriers and excel. Discover Dr. Kamphoff's journey from the Boston Marathon bombing to her profound insights on performance psychology, learn about the 'Learn Burn Return' technique for resilience, and how powerful affirmations can alter the course of one’s achievements. Whether you're an aspiring entrepreneur, an athlete, or anyone in between, tune into the full conversation and discover how to elevate your life and goals with the power of belief and action in this must-listen episode for those ready to play big and challenge the limits of their potential. [00:00 - 07:59] The Foundation of High Performance: Beliefs and Confidence Exploring the impact of beliefs on performance Introduction to Dr. Kamphoff’s expertise and experience [08:00 - 15:52] Resilience Through Adversity: A Personal Story Dr. Kamphoff discusses the pivotal moments following the Boston Marathon bombing Insights into transforming personal challenges into professional and personal growth [15:53 - 23:45] Conquering Inner Limits: Overcoming Psychological Barriers Identifying and breaking through common psychological barriers that limit potential Examples of high achievers who have overcome these obstacles [23:46 - 31:38] Tools for Sustaining High Performance: Mental Strategies Introduction of tools like 'Learn Burn Return' for resilience Emphasizing the importance of self-compassion in maintaining high performance [31:39 - 39:30] Empowerment Through Belief: Building a Winner's Mindset How to foster empowering beliefs to achieve success Dr. Kamphoff discusses strategies for living purposefully and achieving full potential [39:31 - 44:07] Reflections and Key Takeaways Recap of the strategies discussed for high-performance Dr. Kamphoff shares a special offer for listeners and her vision for future projects Key Quotes: "High performance equals our potential minus inner limits." - Dr. Cindra Kamphoff "The thoughts we repeat over time become our beliefs, and then our beliefs impact our actions." - Dr. Cindra Kamphoff Connect with Cindra! Website: https://cindrakamphoff.com/ LinkedIn: https://www.linkedin.com/in/cindra-kamphoff/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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The Resilient Entrepreneur: Rich Walker's Journey from Finance to Tech 57:50

50 weeks پیش57:50

57:50

What does it take to leave a high-paying job and start from scratch? When faced with financial hardships and uncertainty, can you rebuild your life and career? In this episode of the Dreamcatchers podcast, host Jerome Myers talks with Rich Walker, founder of Quik Forms, about his courageous decision to leave a lucrative finance career and venture into tech entrepreneurship. Rich candidly shares his early struggles, financial sacrifices, and personal challenges that tested his resolve. Listeners will learn about the importance of strategic partnerships, highlighted by Rich’s collaboration with his mother, and how complementary skills can drive business growth. He discusses pivotal moments that led to his company’s reinvention, the power of saying no to stay true to your core business, and the importance of focusing on what truly matters. Rich’s journey also covers personal growth, emphasizing his wife's vital role in his transformation and work-life balance. The episode concludes with Rich’s insights on achieving high customer satisfaction, building a thriving company culture, and the ongoing journey of learning and growth. Rich's story is a testament to the power of perseverance, strategic thinking, and unwavering belief in oneself. [00:00 - 07:08] Introduction and Early Struggles Rich Walker introduces himself and expresses his dissatisfaction with his high-paying finance job Transition to entrepreneurship and the early financial struggles The inception of Quik Forms and the challenges of the first few years [07:09 - 16:32] Building the Business and Family Dynamics The formation of Quik Forms with his mother as a business partner The division of responsibilities and how their complementary skills led to business growth Early product development and the importance of listening to customer feedback [16:33 - 27:44] Overcoming Challenges and Strategic Pivots The financial hardships and personal sacrifices made to keep the business afloat The decision to reinvent the company’s product and the strategic pivot to enterprise sales The role of partnerships in driving growth and the challenges of enterprise sales [27:45 - 42:16] Personal Growth and Resilience Rich's growth journey and how his wife played a pivotal role in his success The transition from working 80-hour weeks to achieving a better work-life balance Insights into how focusing on core business aspects led to substantial growth [42:17 - 55:28] Achieving Success and Future Vision The current success metrics of Quik Forms include high customer satisfaction and recurring revenue Rich's reflections on the importance of persistence and belief in oneself The ongoing journey of learning and growth and the decision not to exit the business Key Quotes: “If you can build it by yourself, it's probably not big enough.” - Jerome Myers "Life is about potential. It's about living up to that potential." - Rich Walker Connect with Rich! Website: https://www.quickforms.com/ LinkedIn: https://www.linkedin.com/in/quikformsceo/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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The Difference Between an Exit Plan and a Sellable Business - Lorraine McGregor 49:07

51 weeks پیش49:07

49:07

What separates a business with an exit strategy from one that truly attracts buyers? Discover the secrets with Lorraine McGregor, a seasoned expert in preparing businesses for sale. Host Jerome Myers, in a detailed conversation with Lorraine, unveils how strategic alignment, not just operational efficiency, shapes a business into a compelling prospect for potential buyers. She explores the crucial difference between merely planning an exit and crafting a business that buyers are eager to acquire. Listeners can expect a blend of actionable advice, market insights, and strategic frameworks to transform their business's approach to selling. Gain insights on making your business a prime buyer target with Lorraine McGregor. She delves into the psychological and practical facets of selling a business, providing essential strategies for aligning your business with prospective buyers’ needs. Listen to the full discussion to learn how to make your business attractive to buyers. Discover key strategies for a profitable sale and how to position your business for success. Take advantage of expert advice that could transform your exit strategy. [01:04 - 11:02] Meet Lorraine McGregor: Expert in Business Saleability Introduction to Lorraine’s extensive background and the essence of making a business sellable Insightful discussion on the difference between having an exit strategy and a genuinely marketable business [11:03 - 20:09] Demystifying Business Sales Lorraine shares startling statistics about the actual rate of business sales versus expectations Exploring common pitfalls and misconceptions that business owners face when trying to sell [20:10 - 30:59] Strategic Growth and Value Drivers Detailed strategies on how to align your business with potential buyers' growth plans How to implement value drivers that make your business operational and attractive to buyers [31:00 - 39:07] Assessing and Increasing Business Value Techniques for objectively evaluating your business’s market value and potential Discussion on the adjustments needed both financially and operationally to attract serious buyers [39:08 - 47:04] The Psychological Journey of Exiting Preparing for the emotional realities of detaching from your business Tips for navigating the complex emotions and practicalities of selling your business Key Quotes: "Having an exit or succession plan isn't enough; it must also appeal to buyers." - Lorraine McGregor "You have to adjust everything strategically, so your offering, your markets, your team is exactly what [buyers are] looking for." - Lorraine McGregor Connect with Lorraine! Website: https://www.spiritwest.com/ LinkedIn: https://www.linkedin.com/in/lorrainemcgregor LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Overcoming Proving Energy - Kelly Clements 52:54

1 year پیش52:54

52:54

Can the traits that drive our success also be the source of our most significant challenges at home? Dive into this intriguing question in our latest episode of Dreamcatchers, where host Jerome Myers engages with Kelly Clements, a seasoned coach renowned for helping entrepreneurs navigate the complex dynamics between their professional achievements and personal lives. This episode offers a deep exploration into how characteristics beneficial in business can inadvertently create tensions in personal relationships and what strategies can be employed to harmonize these aspects of life. Listeners will gain insights into effective communication, relationship dynamics, and the psychological shifts necessary for entrepreneurs to succeed in their businesses and personal lives. Whether you’re an entrepreneur facing these challenges or someone interested in the psychology behind success and personal growth, this conversation promises valuable lessons and transformative perspectives. Join us for a compelling discussion that might change how you approach your work and relationships. Tune in to learn, reflect, and maybe even find the answers you’ve been searching for. [00:00 – 02:59] Kickoff: Unveiling the Entrepreneur’s Dilemma Jerome introduces the podcast and guest Kelly Clements, setting the stage for discussing the dual challenges entrepreneurs face in business and personal life Kelly hints at the common pitfalls of entrepreneurial traits when they spill over into family dynamics [03:00 – 14:47] Deep Dive: Entrepreneurial Traits at Home Kelly elaborates on how effective business characteristics often translate to relationship challenges at home Real-life examples illustrate how being a 'business superhero' can mean becoming the 'home villain' [14:48 – 31:08] Transformation: From Proving to Thriving Discussion shifts to "proving energy" versus "creative energy" and why the latter is crucial for sustainable innovation and personal well-being Kelly shares strategies for entrepreneurs to transition from a mindset of constant proving to one of creative exploration and curiosity [31:09 – 45:23] Harmonizing Work and Home: The Alpha Omega Framework Introduction of the "Alpha Omega Framework" to better understand and balance alpha and beta roles within relationships Kelly discusses the critical impact of healthy relationship dynamics on professional effectiveness and personal fulfillment [45:24 – 50:48] Wrapping Up: Key Takeaways for Entrepreneurial Success Recap of critical insights and strategies discussed, emphasizing the role of personal relationships in amplifying business success Jerome and Kelly conclude with final thoughts on the importance of nurturing both professional and personal aspects of life for holistic success Key Quotes: “The right person cannot come in when the wrong person is in that spot.” – Kelly Clements "When they can resolve that trauma, and they came into their work whole and healed, they are infinitely better leaders." – Kelly Clements Connect with Kelly! Website: https://www.kellyclements.com/ LinkedIn: https://www.linkedin.com/in/kellyclements LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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The Post Exit Assessment - Jerome Myers 39:10

1 year پیش39:10

39:10

What defines you when the roles you've played are stripped away? Join guest host Matt Halloran and co-host Jerome Myers on a compelling exploration into the power of self-knowledge during life's transitional phases. This episode unveils a groundbreaking personality assessment tool for those moving beyond their business careers. Listeners will gain unique insights as Jerome and Matt compare this new tool to conventional assessments like Myers-Briggs, emphasizing its tailored approach for individuals facing major life changes. The discussion also touches on the importance of understanding your enduring traits and how they can anchor your post-exit identity. Tune in to uncover strategies for self-actualization and legacy building, ensuring you're not just surviving your next phase but thriving with purpose and clarity. Don't miss this opportunity to redefine your self-perception and embrace your future with confidence and insight. [00:00 - 07:22] Introduction to Self-Reflection and Personality Assessments Importance of self-reflection in personal and professional growth Introduction to a new personality assessment tool designed for individuals post-business exit Comparison of this tool with traditional assessments like Myers-Briggs [07:23 - 15:35] Developing and Utilizing the Personality Tool Insights into the development process of the personality tool Explanation of the six archetypes within the tool: Neo, Morpheus, Trinity, Oracle, Architect, and Agent Smith Real-life applications of the tool in understanding post-exit challenges [15:36 - 24:22] Archetypes and Their Impact on Post-Exit Life Deep dive into the six archetypes and their relevance to users How these archetypes help predict and align with post-exit realities Stories and examples illustrate the practical use of these archetypes in real-world scenarios. [24:23 - 32:01] Feedback and Adjustments to the Tool Feedback from initial users and subsequent adjustments to the tool Discussion on the absence of negative traits in the assessment will focus on strengths The tool’s role is to aid users in navigating their new identities and futures [32:02 - 37:07] Closing Thoughts and Call to Action Encouragement to embrace the assessment for personal clarity and preparation for the future It is important to understand one's deeper self through the evaluation Final thoughts on the potential impact of the tool on listeners' lives and futures Key Quotes: "The most successful people in the world, not just in business but in life, spend a substantial amount of that life in self-reflection, understanding who they are and what makes them tick." - Matt Halloran "Even though you are exiting your business, the anchors of your personality aren't going to go away." - Jerome Myers Connect with Matt! Email: matt@proudmouth.com Website: https://proudmouth.com/ LinkedIn: https://www.linkedin.com/in/matthalloranpm/ X/Twitter: https://x.com/MattHalloran_ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

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The Process is the Payoff - Garrett Gunderson 1:00:24

1 year پیش1:00:24

1:00:24

"Can you design a game in life where you always win?" Discover the answer as Garrett Gunderson shares his unique perspective on taking charge of your destiny, highlighting the crucial balance between financial success and personal fulfillment. This engaging session, hosted by Jerome Myers, dives into Garrett’s journey from a teenage entrepreneur to a seasoned advisor, focusing on the lessons learned from personal tragedies and triumphs. Expect a captivating conversation between Jerome and Garrett as they explore what it means to own your decisions and craft a life that resonates deeply with your values. Garrett challenges conventional wisdom on wealth, success, and the art of living well, offering practical advice that promises to shift your thinking about money and purpose. Take advantage of this compelling narrative that will inspire and provoke thought. Tune in to hear Jerome Myers and Garrett Gunderson’s powerful insights and strategies for a fulfilling life on your terms. [01:25 - 16:08] - Garrett's Early Ventures Discusses his first business ventures and the entrepreneurial spirit from a young age Reflects on his initial foray into the financial world and the learning curve involved Describes the transition from traditional financial services to a more personalized consulting approach [16:09 - 31:43] - Tragedy and Transition Details the impact of the loss of his business partners in a plane crash Explains the emotional and business transformations that followed the tragedy Emphasizes the importance of resilience and reevaluation of life and career goals post-tragedy [31:44 - 49:00] - Building and Selling the Business Discusses the growth of his business and the strategic decisions leading to its sale Shares insights into the emotional journey of selling his business and exploring new interests Highlights the importance of aligning business activities with personal values and passions [49:01 - 57:04] - Reflections on Money and Life Post-Exit Reflects on the changes in his personal life and relationships after financial success Discusses the realization of what truly constitutes wealth beyond money Offers advice on maintaining authenticity and personal satisfaction after achieving financial goals [57:05 - 58:22] - Closing Thoughts Provides final thoughts on designing a fulfilling life and business Encourages listeners to pursue dreams with intention and purpose Jerome concludes the episode with reflections on the importance of authenticity in achieving personal and professional success Key Quotes: "It's helpful to view things as they're happening for you, not to you." - Garrett Gunderson "The answer is within; even if you need other people to help you find it, the answer is within." - Jerome Myers Connect with Garrett! Website: https://garrettgunderson.com/ LinkedIn: https://www.linkedin.com/in/garrett-gunderson-651359b3/ X/Twitter: https://x.com/GBGunderson Instagram: https://www.instagram.com/garrettbgunderson LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
If You Think You Can... Do It! - Jessica Preston 1:05:31

1 year پیش1:05:31

1:05:31

Every challenge in our health is an invitation to understand our bodies more deeply. Explore the transformative power of functional medicine with experts Jessica Preston and Jerome Myers as they reveal its profound impact on fertility. This episode highlights the crucial role that lifestyle factors play in both male and female reproductive health, emphasizing the importance of a holistic approach to treatment. Listeners will discover the seamless integration of holistic health practices with conventional medical treatments, enriched with success stories that demonstrate the effectiveness of these methods. Jessica and Jerome provide practical advice on enhancing reproductive health through dietary adjustments, stress reduction, and other lifestyle modifications. Engage with real-life questions from an interactive Q&A session that further clarifies and supports those navigating the complex landscape of fertility issues. Prepare to be inspired and informed, and don't miss out on learning how functional medicine can revolutionize your approach to health and fertility. Tune in to unlock the secrets to optimizing your well-being with the latest insights from the forefront of functional medicine. [00:00 - 06:30] Foundations of Functional Medicine Defining functional medicine and its core principles Comparing functional and conventional approaches to health Introduction to functional medicine's role in enhancing fertility [06:31 - 19:59] Addressing Male Fertility Holistically Critical factors affecting male fertility, including environmental and physiological influences Lifestyle modifications to enhance sperm health and overall reproductive function Overview of integrative strategies that combine diet, exercise, and stress management [20:00 - 30:19] Women's Fertility and Hormonal Health Challenges in treating conditions like PCOS and hormonal imbalances The role of functional medicine in diagnosing and managing female reproductive issues. Success stories demonstrating the effectiveness of holistic approaches [32:20 - 40:13] Holistic Lifestyle Changes for Better Fertility Exploring the connection between lifestyle factors and fertility Detailed discussion on diet, stress management, and sleep Tips for implementing effective holistic health strategies [40:14 - 51:16] Interactive Q&A: Solving Your Fertility Queries Jessica answers listener questions about fertility and functional medicine Practical advice on common concerns and misconceptions Guidance on integrating functional medicine practices into daily routines [51:17 - 59:59] Summing Up: Key Insights and Resources Recap of the main topics discussed in the episode Recommendations for further reading and resources on functional medicine Information on personal consultations with Jessica Preston Key Quotes: "When starting a business, don't have someone else make your business plan because it's yours. You need to be completely 100 percent in the know about everything." - Jessica Preston "Understanding the 'why' behind your health challenges is more empowering than just addressing the symptoms." - Jessica Preston Connect with Jessica! Email: hello@denovofertility.com Website: https://denovofertility.com/ LinkedIn: https://www.linkedin.com/company/denovofertility/ LinkedIn: https://www.linkedin.com/in/jessica-preston-790b1237/ Facebook: https://m.facebook.com/denovofertilitycommunity Instagram: https://denovofertility.com/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
My Value Isn't Me, My Value Is My Network - Brad Hart 51:23

1 year پیش51:23

51:23

Are you looking for ways to turn your network into a dynamic engine of success? Do you want to achieve professional and personal greatness by leveraging the power of strategic connections and masterminds? Then, you must listen to the compelling dialogue between host Jerome Myers and mastermind strategist Brad Hart. In this episode, Brad shares his journey from leaving his conventional business path to becoming a mastermind strategist. He provides expert strategies for leveraging your network and turning it into a powerful catalyst for sustained success. As an entrepreneur or innovator, you will learn to operationalize your dreams and amplify your influence. Community and collaboration are the keys to multiplying your impact, and Brad shows you how to combine them to achieve exceptional achievements artfully. You will discover the transformative power of masterminds in catalyzing growth and creating transformative opportunities. This episode is a must-list for anyone who wants to achieve exceptional success. So, tune in to absorb Brad's invaluable insights and join us on this journey towards greatness. Let's craft our networks into powerful engines of success and build a legacy that will inspire future generations. Join us now and empower your journey towards exceptional achievements! [00:00 - 09:55] The Value of Networks Brad Hart discusses the intrinsic value of networks over individual prowess The significance of leveraging connections to solve problems and enhance value Insights on how Brad transitioned from traditional business roles to focusing on strategic networking and masterminds [09:56 - 20:41] The Mechanics of Masterminds Overview of setting up and running successful masterminds Common pitfalls in mastermind groups and how to avoid them The essential components of effective masterminds are content, community, and clarity [20:42 - 31:27] Business Impacts of Masterminds Real-life examples of business successes facilitated by masterminds Discussion on the ROI of investing time and resources in mastermind groups Brad’s anecdotes on the transformative power of well-structured masterminds [31:28 - 41:05] Philosophy and Long-Term Vision Brad shares his philosophy on wealth and influence and uses masterminds to foster both Long-term impacts of building a robust network through strategic interactions Vision for future projects influenced by experiences and connections from masterminds [41:06 - 49:01] Expanding Influence and Creating Opportunities How masterminds can serve as platforms for expanding personal and professional influence The importance of being in the fitting room with the right people Strategies for creating and leveraging opportunities through mastermind networks Key Quotes: "The world is just the sum total of all the things that people have envisioned so far." - Brad Hart "Masterminds allow you to work with lots of people and create abundance in a very short amount of time." - Brad Hart Connect with Brad! Website: https://makemoremarbles.com/ Website (Book): https://8minutemastermind.com LinkedIn: https://linkedin.com/in/makemoremarbles/ Facebook: https://www.facebook.com/bradhart/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Transferable Skills and Relationships Makes Exiting More Pleasant - John Wernz 58:54

1 year پیش58:54

58:54

What defines a successful career trajectory in the fast-paced world of wealth management and private equity? Get ready for an eye-opening episode of the Dreamcatchers podcast; John offers an intimate account of his journey, revealing how critical decisions and pivotal moments have shaped his professional life. Host Jerome guides listeners through a discussion filled with stories of strategic shifts, career-defining moves, and the surprising role of fortune and timing. By listening, you'll gain exclusive insights into how leadership, governance, and personal growth interact in the upper echelons of finance. John's narrative is a profound expedition into the challenges and triumphs that accompany managing substantial assets and navigating intricate transitions, offering practical lessons for your career. Tune in to this thought-provoking episode for a closer look at the elements that forge a path through business and personal evolution complexities. Join us on the Dreamcatchers podcast to explore these themes and discover the keys to turning professional challenges into opportunities for growth. Don't miss this engaging and inspiring journey! [00:00 - 06:14] Introduction and Background Jerome introduces John, discussing the unexpected snowstorm in Minnesota John explained how he learned about the podcast and his initial impressions The discussion pivots to John's early career steps and his transition into wealth management [06:15 - 25:30] Private Equity Experiences and Career Transitions John narrates his journey through different private equity firms and the transitions within the wealth management sector Experiences of growth from $2 billion to $53 billion in assets under management The significance of private equity in facilitating company growth and maintaining a conducive culture [25:31 - 39:56] Marketing and Growth Strategies John discusses his strategic marketing roles and the impact on business expansion Insights into leveraging marketing for significant asset growth Jerome and John discuss the importance of adaptability and innovation in marketing within wealth management [39:57 - 48:07] Entrepreneurial Insights and Business Philosophy John shares his philosophy on small versus large companies and finding the right fit The conversation explores the entrepreneurial mindset and its impact on business success Reflections on personal growth through various business phases and the importance of aligning personal goals with business strategy [48:08 - 54:36] Boards, Governance, and Future Outlooks Discussion on the role and importance of board governance in business strategy John talks about his current roles on various boards and how this helps shape companies Looking forward, John shares his views on life and work post-executive roles, emphasizing balance and personal satisfaction Key Quotes: "It's about your ability to influence and make an impact without being beholden to other people's decisions or choices when you have a clear goal or objective that you're chasing or pursuing." - Jerome Myers "There's a profound peace in finding your sweet spot in the professional world, aligning what you do with who you are." - John Wernz Connect with John! X/Twitter: https://twitter.com/johnwernz LinkedIn: https://www.linkedin.com/in/johnwernz/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Exits Aren't the End... They Are the Beginning - Håvard Lillebo 49:48

1 year پیش49:48

49:48

Exits mark not the culmination of a journey but the dawn of new opportunities. Join us as host Jerome Myers explores the transformative experiences of serial entrepreneur Håvard, whose tales of failure, resilience, and success redefine the essence of entrepreneurship. This episode offers listeners an intimate look at the highs and lows of business ventures, from early setbacks to triumphant exits, and the invaluable lessons learned along the way. Discover how Håvard’s unique approach to problem-solving and passion for innovation continues to shape his career. With stories of significant business exits and insights into strategic decisions that shaped these outcomes, this podcast provides a comprehensive view of what it takes to turn adversities into advantages. Tune in to uncover the secrets of enduring success and why every exit can be a gateway to new beginnings—promising profound insights for anyone interested in the truths of business and personal growth. [00:00 - 06:14] Introduction and Philosophy of Choosing Problems Håvard introduces his philosophy on selecting worthy problems to solve Discussion about commitment and passion in entrepreneurship Overview of the podcast theme and Håvard's unique perspective [06:15 - 15:01] Early Entrepreneurial Ventures and Failures Tales from Håvard's early businesses, including his first startup's struggles and learnings The journey through various ventures highlights the lessons from failures and setbacks Insights into resilience and the entrepreneurial mindset during tough times [15:02 - 25:12] Significant Exits and Market Dynamics Stories behind Håvard's major exits, focusing on the strategic decisions made Effects of market changes on business operations and decisions Reflections on navigating through challenging economic climates [25:13 - 34:00] Insights on Success and Entrepreneurial Philosophy Håvard's definitions of success beyond financial gains Emphasis on solving problems that align with personal values The role of self-awareness and personal growth in shaping business strategies [34:01 - 45:54] Future Outlook and Ongoing Projects Introduction to Håvard's new and innovative ventures in technology Discussion on the challenges and strategies of funding and managing deep tech startups Håvard's approach to leadership and assembling teams for future projects Key Quotes: "I see people who have done little that are very critical of those who have." - Jerome Myers “Failure is only a failure if you fail to learn from these experiences.” - Håvard Lillebo Connect with Håvard! LinkedIn: https://www.linkedin.com/in/havardlillebo/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

Your Next: A Guide to Finding Fulfillment After Your Exit Hosted by Jerome Myers

1
Finding Your Why Is Core to Creating Your Legacy - Dr. Gary Sanchez 58:16

1 year پیش58:16

58:16

Unlock the essence of purpose and redefine your life and career trajectory with Jerome Myers and Dr. Gary Sanchez as they navigate the profound impact of understanding your 'why.' Their dialogue, rooted in Dr. Sanchez's transformative experience from a life-threatening moment to a deep dive into self-awareness, offers not just stories of change but a tangible guide towards aligning your deepest desires with your daily actions. Anticipate a blend of personal anecdotes, expert insights, and strategies that promise to illuminate the path to your authentic self. This release is more than a podcast; it's a beacon for anyone ready to challenge the status quo of their lives with purposeful intention. Step into a space of clarity and conviction as we unravel the power of knowing the ‘why.’ Let this be the catalyst for crafting a legacy filled with passion and fulfillment. [00:00 - 14:26] Opening and Introduction to 'Finding Your Why’ Introduction to the concept of "why" as a life-changing journey Gary’s personal story of a near-death experience leading to a pivotal moment of self-discovery The role of the Dream Catchers podcast in inspiring listeners to pursue their true passions [14:27 - 29:10] From Dentistry to Purpose-Driven Work Realization of misalignment between professional achievements and personal fulfillment Foundation of the Why Institute as a beacon for those seeking purpose Navigating the transition from an established career to an uncertain entrepreneurship [29:11 - 39:05] The Importance of Your 'Why Unpacking the science behind the "why" and its foundational impact Transformation through alignment with one’s core motivations and values Practical steps for listeners to start uncovering their own "why [39:06 - 49:51] Real-Life Applications of the 'Why' Inspirational stories of individuals and organizations transformed by their "why The journey’s common challenges and the resilience needed to overcome them Broader implications of living by one's "why" for personal growth and societal impact [49:52 - 56:16] Crafting a Legacy Through Understanding Your 'Why' Insights on the intersection of purpose, passion, and legacy Motivational encouragement for listeners to embark on their discovery journey The transformative potential of living a life aligned with one's "why" for creating enduring impact. Key Quotes: "If your life's choices align with your 'why,' 'how,' and 'what,' you'll love it. It will be your passion, energizing you every day." - Gary Sanchez "The greatest legacy we can leave is one that's built on the foundation of our true 'why.'" - Gary Sanchez Connect with Gary! Website: https://whyinstitute.com/speaking/ LinkedIn: https://www.linkedin.com/in/gary-sanchez/ LEAVE A REVIEW + help someone who wants to expand their business growth by sharing this episode or listening to our previous episodes. Dreamcatchers is a welcoming group focused on personal growth rather than fitting into a specific demographic. It attracts a diverse crowd from various backgrounds and ages, united by the desire to achieve more. Learn more at https://exittoexcellence.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices…

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