Latest Youtube Videos

The Importance of Joy in Financial Planning w/ Larry Sprung, CFP®

In this episode, Larry shares his wisdom and tips on how to make your financial dreams come true. Get ready for a fun-filled adventure that will teach you the importance of financial planning, all while having a blast!

Larry Sprung, a Certified Financial Planner (CFP) and founder of Mitlin Financial, is here to save the day. He knows that having the right mindset and personalizing your financial plan is the key to success. Larry believes that money should bring joy and happiness to your life, and he’s here to show you how!

In this episode, Larry talks about the negative perception of budgeting and how financial advisors sometimes shame expenses. But fear not! Larry believes in understanding the benefits and joys that certain expenses bring. That daily cup of Starbucks? It might bring you a lot of joy, and that’s worth something too!

Larry also dives into the importance of having a positive money mindset. He explains how controlling and improving your money mindset can lead to positive outcomes in all areas of life. Imagine having more money, better relationships, and the ability to travel to amazing places! It all starts with your mindset.

shares stories of individuals with negative and positive money mindsets and how it affected their financial health. He wants you to learn from their experiences and take control of your own financial destiny.

In this episode, Larry also discusses the value of independent financial planning. He explains how being independent allows him to cater to his clients’ specific needs and provide the best possible service. Larry believes in adding as much value as he can to the families he serves, without any outside influences.

Larry knows that finding the right fit is crucial in the client-advisor relationship. He shares a story about how a simple phone call saved a client from a huge tax bill. Trust and understanding take time to build, but once you find the right fit, the possibilities are endless!

Larry also tackles the challenge of conveying the value of financial planning to the general public. He knows that planning isn’t as tangible as insurance or investment returns, but it’s just as important. Larry overcomes this hurdle by relying on referrals, showcasing testimonials, and sharing stories of how he has helped families.

But financial planning isn’t just about investments and returns. Larry believes in the long-term relationship and the value it brings. He wants to be there for you and your family for years to come, helping you navigate through life’s financial challenges.

So, join Larry Sprung on this fantastic financial adventure! Learn the importance of financial planning, embrace a positive money mindset, and take control of your financial future.

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

We appreciate you tuning in, want to learn more about us!?

Subscribe to our youtube channel
Follow us on Tiktok, Instagram, Twitter

Follow Stoy:
Twitter, FaceBook, Instagram, Tiktok

Research our companies or partners:

blackmammoth.com

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What is Financial Planning?

In this episode, Larry shares his wisdom and tips on how to make your financial dreams come true. Get ready for a fun-filled adventure that will teach you the importance of financial planning, all while having a blast!

Larry Sprung, a Certified Financial Planner (CFP) and founder of Mitlin Financial, is here to save the day. He knows that having the right mindset and personalizing your financial plan is the key to success. Larry believes that money should bring joy and happiness to your life, and he’s here to show you how!

In this episode, Larry talks about the negative perception of budgeting and how financial advisors sometimes shame expenses. But fear not! Larry believes in understanding the benefits and joys that certain expenses bring. That daily cup of Starbucks? It might bring you a lot of joy, and that’s worth something too!

Larry also dives into the importance of having a positive money mindset. He explains how controlling and improving your money mindset can lead to positive outcomes in all areas of life. Imagine having more money, better relationships, and the ability to travel to amazing places! It all starts with your mindset.

shares stories of individuals with negative and positive money mindsets and how it affected their financial health. He wants you to learn from their experiences and take control of your own financial destiny.

In this episode, Larry also discusses the value of independent financial planning. He explains how being independent allows him to cater to his clients’ specific needs and provide the best possible service. Larry believes in adding as much value as he can to the families he serves, without any outside influences.

Larry knows that finding the right fit is crucial in the client-advisor relationship. He shares a story about how a simple phone call saved a client from a huge tax bill. Trust and understanding take time to build, but once you find the right fit, the possibilities are endless!

Larry also tackles the challenge of conveying the value of financial planning to the general public. He knows that planning isn’t as tangible as insurance or investment returns, but it’s just as important. Larry overcomes this hurdle by relying on referrals, showcasing testimonials, and sharing stories of how he has helped families.

But financial planning isn’t just about investments and returns. Larry believes in the long-term relationship and the value it brings. He wants to be there for you and your family for years to come, helping you navigate through life’s financial challenges.

So, join Larry Sprung on this fantastic financial adventure! Learn the importance of financial planning, embrace a positive money mindset, and take control of your financial future.

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

We appreciate you tuning in, want to learn more about us!?

Subscribe to our youtube channel
Follow us on Tiktok, Instagram, Twitter

Follow Stoy:
Twitter, FaceBook, Instagram, Tiktok

Research our companies or partners:

blackmammoth.com

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Financial Planning Brings Deep Value

In this episode, Larry shares his wisdom and tips on how to make your financial dreams come true. Get ready for a fun-filled adventure that will teach you the importance of financial planning, all while having a blast!

Larry Sprung, a Certified Financial Planner (CFP) and founder of Mitlin Financial, is here to save the day. He knows that having the right mindset and personalizing your financial plan is the key to success. Larry believes that money should bring joy and happiness to your life, and he’s here to show you how!

In this episode, Larry talks about the negative perception of budgeting and how financial advisors sometimes shame expenses. But fear not! Larry believes in understanding the benefits and joys that certain expenses bring. That daily cup of Starbucks? It might bring you a lot of joy, and that’s worth something too!

Larry also dives into the importance of having a positive money mindset. He explains how controlling and improving your money mindset can lead to positive outcomes in all areas of life. Imagine having more money, better relationships, and the ability to travel to amazing places! It all starts with your mindset.

shares stories of individuals with negative and positive money mindsets and how it affected their financial health. He wants you to learn from their experiences and take control of your own financial destiny.

In this episode, Larry also discusses the value of independent financial planning. He explains how being independent allows him to cater to his clients’ specific needs and provide the best possible service. Larry believes in adding as much value as he can to the families he serves, without any outside influences.

Larry knows that finding the right fit is crucial in the client-advisor relationship. He shares a story about how a simple phone call saved a client from a huge tax bill. Trust and understanding take time to build, but once you find the right fit, the possibilities are endless!

Larry also tackles the challenge of conveying the value of financial planning to the general public. He knows that planning isn’t as tangible as insurance or investment returns, but it’s just as important. Larry overcomes this hurdle by relying on referrals, showcasing testimonials, and sharing stories of how he has helped families.

But financial planning isn’t just about investments and returns. Larry believes in the long-term relationship and the value it brings. He wants to be there for you and your family for years to come, helping you navigate through life’s financial challenges.

So, join Larry Sprung on this fantastic financial adventure! Learn the importance of financial planning, embrace a positive money mindset, and take control of your financial future.

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

We appreciate you tuning in, want to learn more about us!?

Subscribe to our youtube channel
Follow us on Tiktok, Instagram, Twitter

Follow Stoy:
Twitter, FaceBook, Instagram, Tiktok

Research our companies or partners:

blackmammoth.com

Read More

Finding Value in Financial Planning

In this episode, Larry shares his wisdom and tips on how to make your financial dreams come true. Get ready for a fun-filled adventure that will teach you the importance of financial planning, all while having a blast!

Larry Sprung, a Certified Financial Planner (CFP) and founder of Mitlin Financial, is here to save the day. He knows that having the right mindset and personalizing your financial plan is the key to success. Larry believes that money should bring joy and happiness to your life, and he’s here to show you how!

In this episode, Larry talks about the negative perception of budgeting and how financial advisors sometimes shame expenses. But fear not! Larry believes in understanding the benefits and joys that certain expenses bring. That daily cup of Starbucks? It might bring you a lot of joy, and that’s worth something too!

Larry also dives into the importance of having a positive money mindset. He explains how controlling and improving your money mindset can lead to positive outcomes in all areas of life. Imagine having more money, better relationships, and the ability to travel to amazing places! It all starts with your mindset.

shares stories of individuals with negative and positive money mindsets and how it affected their financial health. He wants you to learn from their experiences and take control of your own financial destiny.

In this episode, Larry also discusses the value of independent financial planning. He explains how being independent allows him to cater to his clients’ specific needs and provide the best possible service. Larry believes in adding as much value as he can to the families he serves, without any outside influences.

Larry knows that finding the right fit is crucial in the client-advisor relationship. He shares a story about how a simple phone call saved a client from a huge tax bill. Trust and understanding take time to build, but once you find the right fit, the possibilities are endless!

Larry also tackles the challenge of conveying the value of financial planning to the general public. He knows that planning isn’t as tangible as insurance or investment returns, but it’s just as important. Larry overcomes this hurdle by relying on referrals, showcasing testimonials, and sharing stories of how he has helped families.

But financial planning isn’t just about investments and returns. Larry believes in the long-term relationship and the value it brings. He wants to be there for you and your family for years to come, helping you navigate through life’s financial challenges.

So, join Larry Sprung on this fantastic financial adventure! Learn the importance of financial planning, embrace a positive money mindset, and take control of your financial future.

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

We appreciate you tuning in, want to learn more about us!?

Subscribe to our youtube channel
Follow us on Tiktok, Instagram, Twitter

Follow Stoy:
Twitter, FaceBook, Instagram, Tiktok

Research our companies or partners:

blackmammoth.com

Read More

The Wolf of Wall Street: A Story of Financial Planning

In this episode, Larry shares his wisdom and tips on how to make your financial dreams come true. Get ready for a fun-filled adventure that will teach you the importance of financial planning, all while having a blast!

Larry Sprung, a Certified Financial Planner (CFP) and founder of Mitlin Financial, is here to save the day. He knows that having the right mindset and personalizing your financial plan is the key to success. Larry believes that money should bring joy and happiness to your life, and he’s here to show you how!

In this episode, Larry talks about the negative perception of budgeting and how financial advisors sometimes shame expenses. But fear not! Larry believes in understanding the benefits and joys that certain expenses bring. That daily cup of Starbucks? It might bring you a lot of joy, and that’s worth something too!

Larry also dives into the importance of having a positive money mindset. He explains how controlling and improving your money mindset can lead to positive outcomes in all areas of life. Imagine having more money, better relationships, and the ability to travel to amazing places! It all starts with your mindset.

shares stories of individuals with negative and positive money mindsets and how it affected their financial health. He wants you to learn from their experiences and take control of your own financial destiny.

In this episode, Larry also discusses the value of independent financial planning. He explains how being independent allows him to cater to his clients’ specific needs and provide the best possible service. Larry believes in adding as much value as he can to the families he serves, without any outside influences.

Larry knows that finding the right fit is crucial in the client-advisor relationship. He shares a story about how a simple phone call saved a client from a huge tax bill. Trust and understanding take time to build, but once you find the right fit, the possibilities are endless!

Larry also tackles the challenge of conveying the value of financial planning to the general public. He knows that planning isn’t as tangible as insurance or investment returns, but it’s just as important. Larry overcomes this hurdle by relying on referrals, showcasing testimonials, and sharing stories of how he has helped families.

But financial planning isn’t just about investments and returns. Larry believes in the long-term relationship and the value it brings. He wants to be there for you and your family for years to come, helping you navigate through life’s financial challenges.

So, join Larry Sprung on this fantastic financial adventure! Learn the importance of financial planning, embrace a positive money mindset, and take control of your financial future.

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.

Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

We appreciate you tuning in, want to learn more about us!?

Subscribe to our youtube channel
Follow us on Tiktok, Instagram, Twitter

Follow Stoy:
Twitter, FaceBook, Instagram, Tiktok

Research our companies or partners:

blackmammoth.com

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Reducing Airport Emissions w/ Forever Flight World Wide – Ryan Wilkoff

Ryan, the founder of Forever Flight World Wide talks about how his business is tackling the aviation industry’s pollution problem by transitioning to renewable energy sources. He and Host @stoyhall discuss entrepreneurship and its importance, as well as the implications and potential savings from this transition.

foreverflightworldwide.com

Tune in on Sunday Evenings at 6pm CST.

Or https://podcasts.apple.com/us/podcast/nobs-wealth/id1652348347

https://open.spotify.com/show/5hRolFyn4QkcTXPCqyDNbp

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Can Airports Transition to Green Energy?

Ryan, the founder of Forever Flight World Wide talks about how his business is tackling the aviation industry’s pollution problem by transitioning to renewable energy sources. He and Host @stoyhall discuss entrepreneurship and its importance, as well as the implications and potential savings from this transition.

Tune in on Sunday Evenings at 6pm CST.

Or https://podcasts.apple.com/us/podcast/nobs-wealth/id1652348347

https://open.spotify.com/show/5hRolFyn4QkcTXPCqyDNbp

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They will help you stage your home with items you already have or things that cost very little!

They will help you stage your home with items you already have or things that cost very little! BONUS: You can do this process all from your phone! #realestate #finance #staging #openhouse

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Engineering to Financial Advisor: A 20 Year Journey w/ Shehara Wooten, CFP®

In this episode, Stoy discuss the benefits of working with a financial planner. They highlight the planner’s ability to identify blind spots in your finances and compare it to hiring a coach or collaborator who can see things that you may not be able to see due to your proximity to the situation. Financial planners have a 30,000-foot view of your finances and can help you plan for the best situation should the worst happen. They are not predicting the worst will happen, but rather planning for it. By working with a financial planner, you can ensure that you stay within certain boundaries and avoid making costly mistakes. Stoy encourages listeners to interview financial planners and find the right mix for their needs. Overall, working with a financial planner can provide valuable insight and guidance to help you achieve your financial goals.

Shehara emphasize the importance of talking about money and not viewing it as a taboo subject. They point out that people often share personal information about their legal and health issues on social media, but they tend to keep their financial matters private. However, money is an emotionally driven topic, and people often overspend or make poor financial decisions due to their emotions. Therefore, it’s essential to educate oneself about money and talk about it with family, friends, and financial planners. Shehara also mention that many people feel ashamed or paralyzed when it comes to their finances, and seeking the help of a financial planner can alleviate those feelings. They encourage listeners to change their negative relationship with money and understand why it’s important to them. Overall, the show emphasizes that talking about money and seeking financial advice is crucial for achieving financial stability and success.

The episode highlights that money mindset and psychology are crucial aspects of financial planning. The guest, who is a life-centered financial planner, believes that understanding her clients’ stories and their relationship with money is essential to creating a successful financial plan. Money is an emotionally driven subject, and people often overspend or feel paralyzed and ashamed about their financial situation. Therefore, financial planners need to educate their clients and help them change their negative mindset about money. Shehara also highlights that investment returns are not the only important factor in financial planning. Instead, financial planners should focus on their clients’ goals and why money is important to them.

In summary, the episode suggests that financial planning is not just about numbers and calculations but also about understanding clients’ psychology and mindset towards money.

Timestamp:

[00:03:23] Wanting to retire by 30.
[00:05:34] Becoming a financial advisor.
[00:07:57] Fee-Only Financial Planning.
[00:12:03] Passing the CFP exam.
[00:19:05] Money mindset and relationship.
[00:20:10] Money mindset in financial planning.
[00:24:29] Investment returns.
[00:29:22] Heavy emotional financial planning.
[00:32:44] The black wealth gap.
[00:35:59] Learning about different cultures.
[00:39:57] Minority Access to Financial Planners.
[00:44:50] Talking about money taboo.
[00:49:22] Building Wealth and Legacy.

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Small Business Series – Elizabeth Erin Designs

Welcome to the Small Business Series with a twist of design flair, featuring Elizabeth Erin Designs! In this episode, co-hosts Stoy Hall, CFP® and Lisa Gr have the pleasure of sitting down with Jodi Peterman, the mastermind behind Elizabeth Erin Designs and Stoy’s longest-tenured client. Jodi shares her journey of how she turned her passion for design into a thriving business in New Jersey, all while balancing the challenges of being a new mother to twin baby girls.

But as Jodi shares, no great success story is without its hurdles. Jodi opens up about the struggles she faced with a difficult business partner and how she ultimately bought out the company to pave her own path. Fast forward to today, and Jodi has made a name for herself in the design industry with her unique approach and keen eye for detail.

Join in on the conversation as Jodi dives into the common pitfalls homeowners face when embarking on a home renovation project without a clear plan. From the importance of detailed design documents to selecting the right contractor and materials that fit within your budget, Jodi shares her insider tips and tricks for creating a space that truly feels like home.

So whether you’re looking to revamp your living room or planning a major renovation, this podcast is your ultimate guide to turning your dream home into a reality. Tune in now and get ready to be inspired by Jodi’s infectious passion for design!

@ElizabethErinDesigns
@elizabetherindesigns8297
elizabetherindesigns.com
https://twitter.com/eedesigns
https://www.instagram.com/elizabetherindesigns/
https://www.facebook.com/ElizabethErinDesigns

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What is the EED Process?

Hear @ElizabethErinDesigns process on Interior Designing!

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Black CFP® Series – Dominique Henderson Episode 2

Welcome to the Black CFP Series, episode 2, featuring Dominique Henderson, CFP®. Stoy Hall, CFP® welcomes Henderson back to the show to discuss getting more advisors and planners into the financial industry. Henderson shares that he has been retooling and focusing on scaling up, while also being a part of multiple masterminds. He emphasizes the importance of slowing down to achieve personal and professional growth. In addition, Henderson shares his personal experience of becoming an empty nester and how he is enjoying life at the moment.

Tune in to hear more about the Black CFP Series and the financial industry.

Go download this episode https://www.buzzsprout.com/1896105/12649577

You can find Dominique :

https://www.domhendersonsr.com/

Twitter: @DomHendersonSr
FB: https://www.facebook.com/dominiquehendersonsr
Insta: @domhendersonsr
Youtube: @domhendersonsr
LinkedIn: https://www.linkedin.com/in/domhendersonsr/

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Small Business Series – Helps Homestead

In this episode of the podcast, Eva Helps, founder of Helps Homestead, joins Stoy Hall and Lisa Grefe to discuss their business and what it’s like to live on a homestead. Eva talks about the wide range of custom decor and wooden products they offer, including signs, and macramé, a knot-tying art. They also discuss their homesteading lifestyle, which includes horses, chickens, a garden, bees, and a bobcat. Eva shares her passion for creating and designing, whether it’s fulfilling someone else’s vision or bringing her own ideas to life. The conversation concludes with a discussion of how customers can order custom products from Helps Homestead and purchase their existing inventory. Tune in to learn more about this unique homestead business and the creative process behind it.

https://www.helpshomestead.com/

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.

We appreciate you tuning in, want to learn more about us!?

Subscribe to our youtube channel
Follow us on Tiktok, Instagram, Twitter

Follow Stoy:
Twitter, FaceBook, Instagram, Tiktok

Research our companies or partners:

blackmammoth.com

Read More

Black CFP® Series w/ Jason Howell, CFP® of Jason Howell Company

The Black CFP® Series with Jason Howell is a podcast that highlights the importance of having a financial planner, particularly for minorities and women.

The podcast features a discussion between Stoy Hall, CFP® and special guest Jason Howell, CFP®, who shares his story and background as an immigrant from the Caribbean islands who grew up alongside significant economic changes in the US. They also discuss Howell’s firm’s philosophy, which includes ESG SRI, sustainable investing impact, and how this type of investing has been around for centuries.

The podcast aims to provide listeners with valuable information and simplify financial topics to help them make informed decisions about their money.

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Black CFP Series with Lazetta Braxton, CFP® of 2050 Wealth Partners

Join Stoy Hall, CFP® and Lazetta Rainey Braxton, CFP® in this insightful episode of the Black CFP series, where they discuss the importance of financial planning and how everyone can be a part of the industry. Lazetta shares her inspiring journey of founding Financial Fountains in 2008 and partnering with Rianka Dorsainvil to launch 2050 Wealth Partners in 2020.

As co-CEO of the firm, Lazetta discusses their unique model and the importance of holistic wealth that encompasses mental and spiritual health. The name 2050 Wealth Partners reflects their belief in the transfer of wealth and the country’s shift towards becoming a racial mosaic by 2050. Tune in to this engaging conversation about the power of financial planning and creating a more inclusive industry.

https://www.2050wealthpartners.com/

https://www.linkedin.com/in/lazettabraxton/

https://www.instagram.com/lazettabraxton/

https://twitter.com/lazettabraxton

https://www.facebook.com/lazettaraineybraxton/

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.

We appreciate you tuning in, want to learn more about us!?

Subscribe to our youtube channel
Follow us on Tiktok, Instagram, Twitter

Follow Stoy:
Twitter, FaceBook, Instagram, Tiktok

Research our companies or partners:

blackmammoth.com

Read More

Why do Alternative Investments get a bad Wrap?

@QueenofAlts discuss how important Alternatives are and why they get a bad wrap.

Check them out, banrioncapital.com

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Uncover the Secrets of Alternative Investments with Shana Orczyk Sissel from Banrion Capital!

Welcome to the Alternative Investments Series, where we explore the world of alternative investments with experts from various industries. Our guests come from all walks of life, from forex and commodities to real estate, offering insights and stories that will help you better understand the diverse universe of alternative investments. In this series, we aim to provide advisors and individual investors with the knowledge and tools they need to navigate the complex world of alternatives.

Our first guest, Shana Orczyk Sissel, is the founder, CEO, and president of Banrion Capital Management. As a recognized expert in the field, she shares her passion for alternatives and helps us understand what they are and why they are important. We discuss the definition of “alts,” which encompasses all investments that are not traditional long-only stocks and bonds, and explore the diverse range of options available, including private equity, private credit, hedge fund strategies, real estate, art, and more.

This podcast features Shana Orczyk Sissel discussing alternative investments. Shana shares that only 0.1% of all alts make headlines, either for a high percentage gain or a loss. She explains that the 24-hour news cycle contributes to the perception that alts are risky and highlights the importance of education on this subject. Shana also explains that a small allocation to alternatives can help diversify and reduce risk in a portfolio, and shares data that supports this claim. She also emphasizes the need to build alternative portfolios the same way one builds equity and fixed income portfolios, and not to chase returns. Finally, Shana discusses Bitwise, a crypto company that focuses on education and is one of the best in the business.

Join us as we dive into the world of alternative investments and learn from the experts about how to identify and access these investments, and how they can fit into your investment portfolio.

You can Find Shana everywhere

Twitter https://twitter.com/shanas621
Facebook https://www.facebook.com/moneyhoney30
Instagram https://www.instagram.com/finance_queen2020/
LinkedIn https://www.linkedin.com/in/shsissel/

Look up Banrion Capital

LinkedIn https://www.linkedin.com/company/banron-capital-management/
Twitter https://twitter.com/Banrion_Capital
Facebook https://www.facebook.com/BanrionCapital
Instagram https://www.instagram.com/banrioncapital/

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Money Mindset – Joshua Barbin, CFP®

In this episode of the “Money Mindset” series, host Stoy Hall welcomes Joshua Barbin, CFP®, from Alternative FP to discuss a variety of topics related to money and mindset. They start with a discussion on the Twitterverse and how it led to their conversation. The episode covers Barbin’s background, where he’s from, and why he moved to Wyoming. The hosts also dive into Ashley, Barbin’s wife, and their working relationship at Alternative FP, and how they navigate their strong personalities. Barbin enlightens the listeners on XRP community and why his firm is named Alternative FP. Join Stoy and Barbin as they share their insights on personal finance and mindset.

Joshua Barbin speaks with Stoy Hall about de-risking a portfolio through alternative investments. Stoy shares his views on how the industry has deemed alternatives as super risky when in reality, there are a ton of alternatives that are less risky than the stock market. Stoy explains that his firm is heavy in real estate and preferred debt, and there are a handful of banking instruments in the private sector that are fully collateralized by someone else’s, like by the bank, making them less risky. However, Stoy argues that the current system is tied to a dollar amount, which should not be the case. They also discuss prudence, which is the standard that all investors operate under, and the difficulties of getting disclosure and choosing when opening up the accredited investor role to everybody. Finally, Joshua mentions that many companies are staying private longer, and they end the podcast with their thoughts on the limitations of regulations in the alternative investment space.

Joshua Barbin, CFP®
https://twitter.com/joshuabarbin1
https://www.alternativefp.com/

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.

We appreciate you tuning in, want to learn more about us!?

Subscribe to our youtube channel
Follow us on Tiktok, Instagram, Twitter

Follow Stoy:
Twitter, FaceBook, Instagram, Tiktok

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Tax Strategies Ep1. W/Brian Maro, CPA

Brian Maro and Stoy Hall discuss some tax strategies for business owners. They start by discussing how kids can be involved in a business and the tax benefits that come with it. According to Brian, most people don’t know that their kids can help in the business and be paid a reasonable amount per hour for the work they do. This can serve as a tax write-off for the business owner and also provide a good opportunity for parents to teach their kids about the importance of work.

Stoy Hall then provides a personal example of how he involves his boys in the business by having them stack boxes or fill orders. He also mentions that the money earned from their work can be put into an investment account, which serves as a teaching moment for the kids on how to work, save, and understand the ups and downs of the stock market.

The video then moves on to discussing board retreats, where Brian and Stoy dispel the myth that a board meeting has to be in a stuffy boardroom with 12 people. According to Brian, there are other things that can be done, and the concept of a board can be approached in a different way.

Overall, the video provides some valuable insights and strategies for business owners to consider when it comes to tax planning. It highlights the importance of involving kids in the business and taking advantage of board retreats to create new opportunities for growth and success.

Check out Brian, emdsm.com

Black Mammoth
We believe everyone deserves the opportunity to build, protect and enjoy their wealth.

We appreciate you tuning in, want to learn more about us!?

Subscribe to our youtube channel
Follow us on Tiktok, Instagram, Twitter

Follow Stoy:
Twitter, FaceBook, Instagram, Tiktok

Research our companies or partners:

blackmammoth.com, emdsm.com

-Time Stamps-

00:00:08 – Q&A with a CPA
00:14:23 – When to get a CPA?
00:18:36 – Tax Strategies for Business Owners

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Use Your Money…DO NOT SPEND DOWN

#moneymindset #smallbusiness #taxdeductions #taxgaming #financialfreedom #financialeducation #financialliteracy #financialplanning

emdsm.com

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Don’t Let your Taxes Own You

#taxdeductions #smallbusiness #moneymindset #taxdeductions #taxgaming

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Do you want to owe 40% on taxes?!

#moneymindset #smallbusiness #taxdeductions #taxgaming #alternativefinance #financialfreedom #financialplanning

Podcast out now!

https://www.buzzsprout.com/1896105/12217690

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E&M’s Tax Process – Brian Maro, CPA

#moneymindset #smallbusiness #taxdeductions #alternativefinance #taxes

emdsm.com

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Taxes…What You Can Do NOW

#taxdeductions #taxes #taxreduction #moneymindset #smallbusiness

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Black CFP® Series – Romy Pickron Ep. 2

Join Stoy Hall as he discusses the psychology behind money and finance with Romy Pickron, the CEO of Asset Achievers and Reducify. In this episode, they discuss the concerns of millennials and first-generation wealth builders about their 401ks and retirement accounts due to the possible upcoming recession and inflation. Romy emphasizes the importance of continuing to contribute to a 401k even during a down market and taking advantage of the volatility. Stoy also shares the significance of financial education and the money mindset in building and keeping wealth. Romy explains some of the points she tries to drive home to her clients such as dollar averaging, diversification, and the long-term benefits of investing. Tune in to this episode to learn more about the mindset behind building wealth and achieving financial freedom.

The discussion then focuses on student loans and the issues within our educational system. Romy is an advocate for student loan forgiveness and cancellation, and they are currently waiting for a big date, February 28th, when the Supreme Court will hear the case on student loan forgiveness. Romy believes that the Biden administration has done a good job being progressive on this issue, and they hope to celebrate student loan forgiveness and cancellation up to $20,000 in federal student loans. However, the topic of student loan cancellation and forgiveness is controversial, and Stoy and Romy discuss both sides of the argument.

Check out Romy, https://assetachievers.com/

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NoB$ Wealth – Season 2 Opener!

Welcome to No BS Wealth, a podcast where we bring you loud and insightful discussions on money, mindset, and alternative finance.
Our mission is to cut through the noise in the financial industry and provide you with a variety of perspectives, from licensed professionals to everyday people. Join us as we share strategies and ideas to help simplify your finances.

We kick off with our Money Mindset series, where we delve into the psychology, emotions, and spirituality behind building wealth. Our Black CFP series highlights the stories of Black Certified Financial Planners, giving a voice to minorities and women in the industry.

So come hang out with us and join the conversation every Wednesday morning at 5 AM and Sunday evening at 6 PM on YouTube. Make it a family event and learn about your finances over dinner!

-Timestamps-

00:01:48 – Why Do a NOB$ Wealth Podcast?
00:04:12 – Money Mindset Series
00:07:30 – Black CFP® Series
00:08:36 – Love& Money Wealth Series
00:10:39 – One Tidbit for 2023

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Black CFP® Series Intro

Join us in our black CFP series as we continue into season two. The goal of this series is to shine a light on black Certified Financial Planners and their unique stories and experiences in the industry. Despite being underrepresented in finance, there are many black CFPs making a big impact and providing valuable services to their communities. This series aims to amplify their voices and provide a source of inspiration for minorities and women seeking financial advice from someone who understands their experiences. You won’t want to miss our interviews with big names in the field and exciting updates on alternative investing and FinTech in this space. Stay tuned!

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Love & Money Series Introduction

Join us as we delve into the world of love and money in our latest series. Lisa Grefe and Stoy Hall will be interviewing couples and exploring the relationship between love and money.

From budgeting to changing careers and everything in between, we’ll be discussing the real life challenges and triumphs of balancing love and finances. Whether one partner likes to spend and the other likes to save, we’ll be talking to couples who have found a way to work together and make it work.

So, stay tuned for an exciting and enlightening series on love and money.

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Season 2 – NOB$ Wealth Is Here!

“Attention all money enthusiasts! 💰 Introducing No BS Wealth, a podcast that brings you loud and insightful discussions on money, mindset, and alternative finance. 💬 Our mission is to cut through the noise in the financial industry and provide you with a variety of perspectives, from licensed professionals to everyday people. 💡 Join us as we share strategies and ideas to help simplify your finances and build wealth. 💰

Kicking off with our Money Mindset series, we delve into the psychology, emotions, and spirituality behind building wealth. 💭 And for our Black CFP series, we are giving a voice to minorities and women in the industry by highlighting the stories of Black Certified Financial Planners. 💥

So gather the family and join the conversation every Wednesday morning at 5 AM and Sunday evening at 6 PM on YouTube. 💻 Make it a dinner time event and learn about your finances while you enjoy a meal. Don’t miss out! 🎙️ #NoBSWealth #MoneyMindset #AlternativeFinance”

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