Latest Youtube Videos
3.35% Fully FDIC Insured!!!
Looking for a place to put cash, at a higher yield?! @blackmammoth will help, contact us today!
Read MoreNO B$ Wealth Podcast: Benefits Month (Part 2)
15% of VIP Day for the month of October!
Follow us on social media!
Instagram, TikTok, Twitter: @nobswealth
Blackmammoth.com
NO B$ Wealth Podcast: Benefits Month (Part 1)
15% of VIP Day for the month of October!
Follow us on social media!
Instagram, TikTok, Twitter: @nobswealth
Blackmammoth.com
Stagerie will tell you everything you need to do or purchase, to get top dollar for your home!
It’s really THAT easy! Stagerie will tell you everything you need to do or purchase (links included) to get top dollar for your home! Check them out at stagerie.com! As always, tune in to our podcast every Wednesday at 6pm CST! #realestate #staging #onthemarket
Read MoreNora Crosthwaithe is dropping knowledge you need to stage and sell your home quickly with Stagerie!
Nora Crosthwaithe is our guest this week and is dropping all the knowledge you need to stage and sell your home quickly with Stagerie! Check out this week’s podcast on Youtube or where ever you get your podcasts! #staging #realestate #home
Read MoreNO B$ Wealth Podcast: Money Mindset Series: VIP Day with Stagerie!
Promo Code: MAMMOTH
Featured Guest: Nora Crosthwaite
www.stagerie.com
Instagram: @stagerie_com
Facebook: @stagerie
Follow us on social media!
Instagram, TikTok, Twitter: @nobswealth
Blackmammoth.com
NO B$ Wealth Podcast: Money Mindset Series: D.I.Y. Day with Mountain High Coffee!
Featured Guest: Walter Juarez
www.mountainhighjzcoffee.com
Instagram: @mountainhighjzcoffee
Facebook: @MountainHighJzCoffee
Follow us on social media!
Instagram, TikTok, Twitter: @nobswealth
Blackmammoth.com
No BS Wealth 08 08 22
Dealing with your own money can be emotional. Having a CFP® who is able to help manage those emotions is helpful to keep you on track! #finances #financialplanning #financialjourney
Read MoreNo BS Wealth 08/08/22
Building a financial plan isn’t a one time event. It needs tune ups and oil changes, just like taking care of your car! #financialplanning #wealthbuilding #budget
Read MoreNo BS Wealth: Dr. Preston Cherry
Catch Dr. Preston Cherry, CFP® on our latest episode of NoBSWealth. Out now! #wealth #wealthbuilding #moneymindset
https://www.instagram.com/nobswealth/
Read MoreNo BS Wealth Preston Cherry
Each week at 6pm, catch the latest episode of our podcast NoBSWealth! Available on youtube, spotify and our website. #wealthbuilding #wealthmindset
Read MoreNew website!
Are you ready to get down to business and have your money work for you? Check us out a Blackmammoth.com and schedule a meeting with us! #Blackmammoth #Finances #CFP
Read MoreEpisode 13: Who Sets Gas Prices? + Planning Around Inflation
Opening: How are gas prices set?
4:10 – How global economics factors in to price
7:35 – How does it affect my budget?
13:00 – Doing research/asking experts is important!
14:30 – Don’t blindside your planner
18:30 What do you want to know about?
Fireside Chat: Trusting a Planner, Transparency, Going At It Alone.
The team has a fireside chat to discuss some pertinent topics that come up as financial planners.
How does one come to trust a planner? What does it mean to each of the No BS Wealth team? If someone were to do this on their own, what would like that look like? What are daily struggles as planners?
Bonus Episode: War Effects On the Market With Guest MrJSpence
This is a side conversation from a longer episode series out next month on the Ukraine Russia War and how it effects the market, how trading can predict certain disruptions and more.
Read MoreEpisode 12: A CPA Breaks Down Everything You Need to Know About Taxes
2:35 What is Brian’s goal as a CPA?
4:30 What do people miss on taxes
8:25 Tax code constantly changes
15:30 What our tax code encourages
23:10 Are audits that scary?
24:25 Child tax credit
26:40 Children in your business
29:35 Commercial Real Estate Tax Breaks
30:40 Depreciation
33:55 Switching Roths
38: Augusta tax hack
44:20 Summary of Advice
Episode 11: Introduction To Taxes
There are layers of complexity to doing your taxes. A lot of money is at stake when it comes to doing them correctly, not to mention the legality behind it. The NoBS Wealth team is here to simplify, break down what you should and shouldn’t be doing, and clarify any confusion you may have around taxes.
Some topics include: Should you get a refund? How do you lower your refund amount and get more back each month? What your CPA should be doing, what the IRS will and won’t do, and how to deal with them.
Read MoreBlack Mammoth: Your Wealth Journey Explained
On this episode we explain Black Mammoth, our wealth management entity, in its entirety.
We go over budget reconciliation, cashflow optimization, debt analysis, employee benefits, our costs, and much more.
We both explain things you can do now to help build your wealth, and things we can do if you were to work with us. Reach out for more information!
The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Read MoreNoBS Wealth: Individual Retirement Accounts (IRA’s) Explained
How much do you know about Individual Retirement Accounts? How do you contribute? How much can you contribute? What’s the difference between traditional and roth? How do Self-Directed’s work? What are ways to pull money out without getting penalized? There’s a lot of complicated in’s and outs when it comes to it and your wealth is at stake. That’s where we come in.
Follow us on socials: @NoBSWealth
Read MoreNoBS Wealth Introduction: Lyndsey Monahan
Hear from our third guest and Black Mammoth’s newest member of the team, Lyndsey Monahan.
In this podcast episode you’ll get know her through her humble beginnings on a Turkey farm in Illinois, eight years of experience as a licensed financial professional, and how what she learned in the computer programming world led her to where she is today.
The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Read MoreEpisode 8: Derren Burrell, President and Founder of Veteran Ventures Capital
Derren Burrell, Lieutenant Colonel (Retired) has over 27 years as a professional financial manager in both public and private sectors. He is the Founder & President of Veteran Ventures Capital, an investment and consulting firm focused on scaling veteran-owned businesses. In this capacity he oversees all aspects of the company operations and fund management.
Time stamps:
2:25: Background on Derren, childhood and military experience
6:00: Managing money in the military, Air Force lessons
8:30: Starting a second career in the private finance industry
13:10: Going full time, what he’s learned
16:00 :What is Venture Capital? Who do they work with?
19:30 Bridging the gap for veterans – what they do
23:50 How do people invest? How do you get the returns you’re looking for?
NoB$ Wealth Step Series: 5 Steps To Start Budgeting
Do you budget? How do you feel about it? Do you have any goals around budgeting in 2022?
Join us as we discuss all the in’s and out’s of budgeting. This includes:
-The definition of budgeting
-Where do you start?
-What’s coming in?
-How do you trim?
-How do you earn more?
All of that and more is discussed in this episode. Thank you for listening!
NoB$ Wealth Step Series – 5 Steps to Start the New Year Right Financially
New year resolutions done right. We discuss:
Hiring a financial planner
Listening to a previous episode
Gathering necessary information to understand your finances
Comparing 2021 to 2020
Making adjustments
Hiring a financial planner!!!
True Stories – A NoB$ Wealth Series: Episode 1
These are short snippets of true stories from our NoBSwealth team that they have experienced over the years in the financial industry. These are meant to enlighten, inform, and entertain. Feel free to comment yours!
Follow us @nobswealth on Insta/TikTok/Twitter
NoB$ Wealth Podcast Episode 5: End of the Year Things to Consider
Join us as we discuss things to consider at the end of the year to help build wealth into the new year.
00:00 intro
2:50 How to close out the end of the year
7:00 Remaining happy, fun accounts, living in the now
8:30 Keeping an eye on interest rates, good vs bad debt
12:20 Employee benefits
13:20 Taking time to reflect
25:40 Where the market is at
29:40 Should you invest now?
33:00 Inflation concerns
40:00 Trinity, commercial real estate
48:00 Advice going into the new year
49:00 Money mindset 2022 and beyond
NoB$ Wealth Podcast Episode 4: Sheryl Hickerson – CEO of Females and Finance
Join us as we have our first guest, Sheryl Hickerson: CEO of Females and Finance.
We discuss her background, what Females and Finance was born out of, abundance vs scarcity, inclusivity, empathy, why people have been avoiding hiring professionals and much more!
https://femalesandfinance.com/
https://femalesandfinance.com/basic-membership-registration
code: NOBSWEALTH – first ten to sign up get a free community+ membership!
More information about Females and Finance below:
Females and Finance™ provides a vetted ecosystem for our members, sponsors, partners, and pledged firms who are committed to our mission of mentoring, training, hiring, and advance women in our profession through our Fearless Pledge™. These like-minded professionals present across different companies, states, and financial sectors and bring access to training and education on a variety of topics, as well as exposure to financial organizations who are dedicated to moving the needle on feminine and diverse talent and their success, too.
Founded in 2018, Females and Finance™ started as a special interest group around the idea of recruiting, training, and advancing women in financial services and financial technology. Today, it now serves more than 3,100 professionals by providing the most user-friendly and professional platform to host networking, training, and educational events focused on business development, practice enhancement, and entrepreneurship support.
Read MoreNoB$ Wealth Podcast Episode 3: Legacy Fiduciary Services
How important are wills and trusts? What are common misconceptions around them? Why should you use a CFP? We also discuss industry bullies, self directives, HSA’s, IRA self directed concepts, and much, much more.
The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Read MoreNoB$ Wealth Podcast Episode 2: Trinity Investment Firm
What is Trinity Investment Firm? Why commercial real estate? What’s our secret sauce? What is a cap rate and how do we adjust it? How has COVID-19 affected the industry? All of that and more will be discussed in this episode.
The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Read MoreNoB$ Wealth Podcast Episode 1: Black Mammoth
What is Black Mammoth? What services do we offer? Take the journey with us in this episode as we walk through how we talk to clients about budgeting, investing, business planning, portfolios, and much, much more.
The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Follow us on social media:
@NobsWealth
@blackmammoth_
@trinityif_
NoBS Wealth Introduction: Lisa Grefe
Get to know Lisa Grefe. a Wealth Management Advisor at Black Mammoth. She talks about her college experience which includes her journey to becoming a professional soccer player. In this episode she will dive into her 15+ years of experience in the education, sports business, HR sectors and how she landed at Black Mammoth.
The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Read MoreNoBS Wealth Introduction: Ryan Hall
Get to know Ryan Hall, Wealth Management Associate at Black Mammoth. He talks about his upbringing, his experience as a college athlete and how it shaped him. He also dives into his philosophy of helping people manage their money and how he came into this position at Black Mammoth.
The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k’s, benefits and much, much more with a No BS approach.
Read More
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