Shock Your Potential

Dream Bold - Start Smart - Tatiana Tsoir

“When it comes to money, numbers and taxes, face it and face it early so that you give yourself the best chance of success. “ Tatiana Tsoir
Long-term business success is not coincidental or based on luck. To increase the odds of success, a business has to be established within strong foundational structures. Tatiana Tsoir has been working with businesses to help them grow and thrive, and notes that the earlier the process begins, the sooner the business will become stable and productive.
Tatiana Tsoir, CPA, MBA, is a Transformative Business & Finance Expert, Certified Life Coach, Author, Speaker, and Podcast Host. A fervent believer that the key to freedom lies in entrepreneurship, Tatiana specializes in helping individuals prepare and transition from the antiquated 9-5, to starting and running their own companies. 
Over the last 16+ years, Tatiana has used her expertise in tax planning and price psychology to help hundreds of businesses become more profitable, stabilize cash flow, and pay less in taxes through a combination of tax strategies, operational planning, and commitment to excellence.
In her signature mastermind program, “Something That’s Yours,” she supports women in learning to color outside of the lines and go after their bold dreams so that they can be their own boss and make money doing what they love. 
Tatiana is a frequent speaker at conferences, is the author of "Dream Bold, Start Smart: Be Your Own Boss & Make Money Doing What You Love" and host of the podcast Talk to Tatiana in which she has conversations with world experts about their entrepreneurial journey. Tatiana has been featured in Forbes, US News & Report, Business Insider, GoBankingRates, Bankrate, CBS, The List, The Daily CPA, NTD, Thrive Insider, and National Speaker Association.
In this episode, Tatiana talks about the importance of starting a business with the right guidance, and how she helps businesses get their numbers right.
Listen in!
Media Links:
https://www.linkedin.com/in/tatiana-tsoir/
https://twitter.com/tatianaacct
https://web.facebook.com/tatianatsoir/?_rdc=1&_rdr
Book Link: https://amzn.to/35RZWuP
I focus on working primarily with the small businesses and small business owners, because I think business is personal.
I work with entrepreneurs in a number of ways including identifying the gaps in their management and their mindset, so that they can build businesses that are profitable.
I also advise them on different systems, and *9how to organize the operations of the company so that it's efficient and also yields the best results.
Tax planning comes as part of all of the advisory and coaching that I do with clients because it's an integral part of having a profitable business.
I have noticed that I can only work with a very limited number of clients so that I can have impact.
By writing my book, I realized that I can transform the lives of many more people than just working directly as an accountant.
Covid -19 hit everybody differently, but the response to that is what made a difference for everyone.
The sooner you realize that crises happen and passes, the more proactive you become in handling the situation, and that makes a difference.
With the crisis response curve, the idea is to know that with every crisis, you need an approach that will get you through the shock and desperate phase as quickly as possible.
Commercial break
The book process has been extremely involving, but also very rewarding, and my approach was to look at who the ideal reader is and the core message to them.
The book is for someone who has a business idea, and cannot afford to fail, and therefore needs that roadmap in plain English, on money, numbers and taxes.
Businesses do start with a vision, however, the problem is that some fail to make it over five years because their vision is not supported by numbers.
Part two of the book, I present specific steps to take when creating and pricing your product, and managing your cash flows.
When it comes to money, numbers and taxes, face it and face it early so that you give yourself the best chance of success
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Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.

Money Ripples - Chris Miles

“There's so many ways that you can leverage and use your money to create more and better types of returns.” Chris Miles
To enjoy a comfortable future, investing is absolutely essential for most people. While there are many investment options that are available to choose from, it is important that one considers the features of each of the options and how they align with personal financial goals. This is according to Chris Miles, who notes that with the right information, people can make better investment decisions that will push them closer towards their financial goals.
Chris Miles, the “Cash Flow Expert,” is a leading authority on how to quickly create cash flow and lasting wealth for thousands of his clients, entrepreneurs, and others internationally! He has been featured in US News, CNN Money, Bankrate.com, and has a high reputation for getting his clients life-altering financial results in his company, Money Ripples.
After working as a traditional financial advisor and stock coach for several years, Chris came to a stark realization that the financial advising industry was not showing anyone how to quickly and safely become financially prosperous today.
After leaving that industry, Chris was able to retire when he was 28, and has since worked to teach his effective, unique strategies, for companies like Freedom Fast Track and Garrett Gunderson, and now Money Ripples, while exposing the popular myths around money that have kept so many from enjoying financial freedom and peace of mind.
Chris consistently practices and teaches small business owners how to do what no other financial advisers can or will – achieve financial prosperity, now and in the future, spending time doing what they love most.
In this episode, Chris talks about some of the investment options that have attractive returns, and also highlights on the importance of information when making investment decisions.
Media Links
http://www.moneyripples.com/
https://www.linkedin.com/in/chriscmiles/
https://www.instagram.com/moneyripples/ 
https://www.facebook.com/moneyripples/
https://www.youtube.com/channel/UCJS6bPY8sm53pkjiCSuBKMA
We help people strategize and do things that are outside the Wall Street and more in the alternative space like real estate investing
We have been taught and trained to be savers, and never really taught to be wise stewards or investors.
One thing I noticed 20 years ago when I was a financial advisor is that most of my colleagues and clients were not financially free.
That opened my eyes and I started to see this whole new world that I was never taught as a financial advisor.
I realized that it wasn't about accumulating money, but was about cash flow.
Everyone talks about financial future but nobody talks about the financial present, yet if we can adjust the present now and create an actual present for you today, that will take care of the future for itself.
There's so many ways that you can leverage and use your money to create more and better types of returns.
Commercial break
We help people create a plan and connect them with actual vetted investments, which doesn't mean that they're risk free.
We also do have a wealth accelerator academy which is an online interactive training program that gives you all the education you need to improve your cash flow.
There never just one strategy that's going to get you to a financially secure future.
Infinite banking is a specific strategy that you can use to create this tax free, supercharged savings account.
Most people don’t have hope because they are ignorant to the possibilities that are available for them to invest in.
Look at the evidence that shows financial freedom and go with it.
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Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com

VeriStrat - Bharat Kanodia

“If you want to sell your business in future, focus on getting the business to have consistent cash flow, and having it to operate on autopilot.” Bharat Kanodia.
Understanding the business, and having an accurate valuation is essential for every business owner. This is especially true when they are assessing business opportunities and costs. In order to effectively plan for the growth and eventual transition of your businesses, you need to focus on the important factors, and valuation is at the heart of it all. This is according to Bharat Kanodia, who also notes that when it comes to valuation, getting accurate information is important for effective decision making.
Bharat Kanodia has valued over 4000 companies and assets worth $2.6 trillion. He has appraised unique assets including the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, the Brooklyn Bridge, and the Mirage Casino Las Vegas, among many others. Bharat is the Founder of Veristrat, a company that advises startup founders and venture capitalists on valuations.
Bharat lives in the San Francisco Bay area with his family and enjoys sailing, golfing, skiing, and horseback riding
In today’s episode, Bharat talks about the unique role he plays in valuing assets. He also talks about some of the key things that are required to successfully sell out your business.
Listen in!
Media Handles;
https://www.veristrat.com/ 
https://www.linkedin.com/in/bharat-kanodia-asa/
https://youtu.be/zicGCnM8Hag
https://www.inc.com/author/Bharat-Kanodia
All large assets like the Golden Gate Bridge or Atlanta airport or Empire State Building are insured by somebody.
After 9/11 happened, my company at that time, American appraisal, got a contract from Lloyds of London and their brokers to appraise a list of 200 assets around the world
I got some assets to appraise and it was a learning experience for me and my colleagues and my company also gained a lot of money.
I've since done many interesting projects and been privy to some very unique assets, and when other appraisers don't know how to do it, I get called to step in.
If you want to sell your business in future, you got to focus on two things which are first, that buyers of businesses are looking to buy businesses with consistent cash flow.
Second thing is that buyers or businesses don't want to do anything to enjoy that cash flow and therefore want a business that perform on autopilot to a great extent.
Commercial break
Strategy session is really where you're mixing practicality of what's happening on the ground with your higher level of thinking
At this point I get to pick the clients that I want to work with, and for me good clients are people who are open to listening.
Believe in the power of affirmation and meditations.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.

Marketing Boost - Marco Torres

“Find ways to plug additional value into your offers rather than discounting.” Marco Torres
While price is a primary consideration when customers make purchases, cutting prices may not always be the best strategy for your clients, and ultimately for your business to stay competitive. On the contrary, value addition can help you attract customers which will make you stay ahead of other businesses and remain competitive.  Marco Torres is in the business of marketing and encourages businesses to embrace value addition as a way to increase your client base and grow revenue.
Marco Torres is the Founder of MarketingBoost.com. He has helped thousands of business owners worldwide boost sales and scale their businesses by as much as 5-fold through the use of incentive-based marketing. He teaches entrepreneurs how to soar sales & marketing through the use of “Value-Add-Incentives” instead of discounts.
Marco Torres has been an entrepreneur since age 9 when he started his first business as a paperboy. By the age of 12, he had the biggest paper route in San Juan Puerto Rico where he grew up, and was featured on the front page of the newspaper for his accomplishment. Born in San Antonio Texas from Mexican heritage, Marco inherited the spirit of adventure from his parents. His dad Charlie was transferred with General Electric GECC , to San Juan Puerto Rico to take over the Caribbean market. His parents packed up and left their home and family to move across the sea to the small island of Puerto Rico in the 1960s. That set the stage for Marco to grow up with the spirit of adventure and entrepreneurship.
Marco aka “Capt. Marco” (the avid sailor) now spends most of his working time helping small and medium-sized businesses boost sales, and improve conversion rates without spending more money with the use of the Travel incentives his firm provides with a low-cost subscription model starting at only $37 a month.
He and his partners have revolutionized the incentive industry by making complimentary hotel stay certificates from 3 to 7 nights in over 125 worldwide destinations, plus hotel savings cards, and restaurant vouchers incredibly affordable, allowing the small business to stand out from the crowd and compete with the big boys.
In today’s episode, Marco talks about the importance of adding value to products and services as opposed to discounting, as well as how marketing boost can be an ideal option for businesses to offer greater value to their clients.
Listen in!
Media Handles
https://marketingboost.com/
https://www.linkedin.com/in/6101960marcotorres/
https://www.facebook.com/groups/1988225651450719/
Get a special offer from Marketing boost: www.marketingboost.com/podcast
One of the early lessons I learned from very early on is finding relationships with people better than I am and form partnerships.
By the time I was 23 years, partnering my older brother and my mother, we owned five restaurants and I owned a nightclub with another partner.
In my entire career, I've probably generated over a billion dollars in sales in one form or another for myself and my clients.
I've got a little bit of an idea on how to make those calls to action be a little more effective and generate more sales.
When we first launched marketing boost, it came about as an offshoot from another business of ours in the travel space.
We faced the challenge of having negative reviews in our travel site and started to look for ways to overcome this challenge.
To solicit positive reviews, we came up with an idea to generate positive video testimonials from our clients which we promised to reward with a complimentary hotel stay.
Today we have over 30,000 video testimonials for that one website alone, which we've leveraged into.
When we had to pay for the complimentary tours, we went back to our hotel partners, and we built what we have today, which is a win win win.
When we decided to do this, we decided we were going to revolutionize the travel incentive business.
We made our travel incentives super easy to use and made it super affordable for anybody to join our subscription program, and have access to these incentives.
Peak seasons and weekends record less availability, but we average about 32 weeks out of 52 weeks of availability at each of the destinations.
Commercial break
You join marketing boost for $37 and any business owner can do that.
One reason to avoid giving discounts is clients start to wait for you to offer your next promo cycle before they get involved in whatever your next sales cycle is.
Instead of discounting, you could add more value since psychological studies have proven that consumers are more likely to take action with an added value as opposed to discounts.
Business owners can use our travel incentives as added value to attract more interactions and action from clients.
When you pay $37 a month, that gives you access to give away an unlimited amount of all three of these incentives that we offer.
For the complimentary hotel stays, someone's has to pay the activation fee, and most of our members let the client pay for that.
Hotel savings cards are like a gift card, but they don't cover the entire room cost but essentially save between 10 and 50% off of the rooms.
You have to you have to use the incentives appropriately, otherwise, they may sound too good to be true and they won't help you at all.
Marketing boost is not the magic bullet that's going to solve everything especially if you don't already have a good business, product and service.
Find ways to plug additional value into your offers rather than discount and marketing boost can do that.
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Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.

Begin With The End In Mind - Joseph Templin

“When looking at success in whichever capacities, begin with the end in mind, and by doing that you can focus on making the best possible choice.” Joseph Templin
Every day you make decisions that either moves you forward or sets you back financially. Your beliefs about money, yourself and the world will inform every aspect of how you deal with money, and therefore is important to fully understand these held convictions. This is according to Joseph Templin, who helps his clients to understand why they make choices that they do around money matters, and why it is important to consider the bigger picture.
Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joseph Templin, often referred to as Joe, has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor and creator. 
Joe has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Four Under 40.  He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University.
Joe served as the President of the Castle Alpha Tau Foundation for Pi Kappa Phi Fraternity and as the Chapter Advisor, and is currently a Vice President of The Autism Society of the Greater Capital Region.  He has been a member of The Ancient Order of Hibernians for over 20 years, and is the Lieutenant of the Honor Guard.
Joe is the Managing Director of the Unique Minds Consulting Group, LLC, and is the author of “Every Day Excellence”, the Kindle #1 New Release in Professional Development.  Joe also co-authored “Do You Want To Make MDRT, Or Not?” with Dr. John Stolk as well as “Choices: Creating a Financial Services Career”. 
Joe is a Co-Founder and President of The Intro Machine, Inc. an organization dedicated to teaching professionals in a variety of fields how to build an Introduction Based Business.  He has spoken all across the US and Canada on ethical business development.
In his free time, Joe enjoys running Ragnars (200 ish mile team relay races), ultramarathons, and is a 4th Dan from the Kukkiwon in Seoul, Korea and former International Champion.  He lives in Gansevoort, New York, with his hooligan boys Danny, Liam, and Colin.  They are huge Yankees fans.
On today’s episode, Joe talks to me about setting money philosophies and how to plan for finances in advance.
Listen in!
Media Handles:
https://everyday-excellence.com/
https://www.linkedin.com/in/joe-templin/
I went to grad school for physics and my MBA, and I was working full time as a college intern with Northwestern Mutual.
After I graduated I maintained my student lifestyle because I knew that deferred compensation was the best model.
I never let my lifestyle grow as fast as my income which gave me a lot of flexibility long range.
One of the big differences among the financial classes in the United States is people who are truly rich buy tremendous value for things that can last for decades as opposed to the quick fix.
People don't realize that if you can save on one area, that allows you to have more output because you dedicate it to things that actually pay dividends.
One of the things is you can tell what class somebody is by their philosophy and attitude around money.
If you can trade time for money, that's work, and if you can change money for time, that's leisure.
Our understanding about money and our philosophies on money are carried forth and reflected in our decisions.
One of the questions that I ask my clients is to tell me about their earliest and or strongest memory of money from growing up, and how that has influenced you.
It is important to invest the time essentially on financial counseling to understand why you and your significant other make financial choices and come up with a unified family philosophy.
Having a unified philosophy is important and ensuring that it can pass on down to the next generation.
Commercial break
If you really understand why you want to do something, it makes the discussions around it a lot easier, because you're clear about what your value and concern is.
When you're looking at your financial philosophies, you want to make sure that your loved ones are inheriting the mindset around money that you desire.
When looking at success in whichever capacities, begin with the end in mind, and by doing that you can focus on making the best possible choice.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.

Mindful Money - Jonathan DeYoe

“When you think about your finances, stop predicting, start planning and stay mindful.” Jonathan DeYoe
Most people have free-floating anxiety about anything to do with money. However, embracing mindfulness in financial planning allows us to include personal experiences, emotions and thoughts when making financial decisions. This is according to Jonathan DeYoe, who notes that life can be less stressful when we stop trying to solve problems that have not happened yet, and focus on what presently have.
Jonathan DeYoe is a Lutheran Seminarian turned Buddhist academic turned financial advisor. He has been an investor for over 40 years and an advisor for almost 30. In 2021, he merged his wealth management practice into EP Wealth – a national fiduciary firm where he continues to work with his clients.
After losing his only sibling in 2021, he wanted to return to a vision that he and his brother shared. In 2006, they had cofounded a company, Worker’s Financial, to bring education, financial coaching, and tools to people who were either struggling to get started or recovering from some form of financial ruin.
Jonathan speaks and writes about personal finance, wealth & culture, and behavioral wealth for news outlets like businessinsider.com and MindBodyGreen.com. He is the author of the Amazon Bestseller Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend. He has been featured in the N.Y. Times and the Wall Street Journal and he speaks locally and nationally on the intersection of money and mindfulness.
Today, his company, Mindful Money, offers low-cost financial education, a DIY personal financial planning course, and group financial coaching that can enable people to put their money lives into the larger context of their total lives and build “True Wealth.”  Jonathan is passionate about spreading a goal-focused and planning-driven approach to money that helps people enjoy better financial outcomes AND live happier lives.
In today’s episode, Jonathan speaks about the concept of mindfulness in financial planning and how he helps his clients contextualize their plans.
Listen in!
Media Handles;
https://www.linkedin.com/in/jonathandeyoe/
https://www.linkedin.com/company/mindful-money-plan
https://twitter.com/MindfulMoney_Ed    
https://twitter.com/DeYoeWealth
https://www.instagram.com/mindfulmoneyplan/
https://www.facebook.com/JonathanDeYoe
https://facebook.com/MindfulMoneyPlan
https://www.youtube.com/c/mindfulmoney
Book link:https://amzn.to/3674dhr
I bring together non-judgmental awareness of the way things are, and knowledge about finance.
The happiness factors that determine well-being, are not unique to people with the money.
You can judge the choice of an expense, given the lack you see in other places, but you have to admit that you have no idea.
I have this background where I meditate a lot, and I really think about the meaning of life and what makes people happy.
I entered the financial world where I was an advisor and a broker on Wall Street and I realized that everyone was predicting things that are not predictable.
The concept of the application of mindfulness, the non-judgmental awareness of the present moment to finance sort of became natural.
I was scared and second guess myself but over time I became convinced and so it took me until I think 2019 to rename my firm Mindful Money.
The reality is, you can have better financial outcomes and happiness dividends if you do this the right way, which is separating it all out and focusing on the long term.  
People are not capable of planning for a future that they can't imagine, and so it is important to get people out of their current self and get them thinking about a lifetime.
Commercial break
Majority of people who come to me are looking for wisdom around the retirement plan.
The difference between us and most advisors is we tell clients right up front that because we can’t predict the future, we have to make decisions around different timeframes.
With regards to how or when mindfulness does come into play, we talk about ideas of mindfulness without naming mindfulness in the very beginning.
The value an advisor can provide is just how people can contextualize issues in a life that's complex and has lots of moving pieces.
When you think about your finances, stop predicting, start planning and stay mindful.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.

Next Level University - Alan Lazaros

“Aim high, keep it specific enough to give you direction, but open enough to make sure you're exploring and not pigeon holing yourself to where you will have regrets.” Alan Lazaros
In order to be more self-aware and get to maximize your potential, it is important to slow down and reflect on the substantial changes that happen to your life. This is according to Alan Lazaros, who notes that productivity and fulfillment are a byproduct of self-development, contribution to a larger cause, and living in the present.
Alan Lazaros is the Founder & Host of Next Level University, a Global Top 100 Self-Improvement podcast with more than 900 episodes reaching over half a million people in more than 100 countries. Alan believes in a heart-driven but NO BS approach to inspiring, motivating & educating others on what it really takes to get to the next level.
At age 2, Alan’s father passed away in a car accident. At age 26, getting into a nearly fatal car accident himself, he began to question everything, including who he was and the choices he was making. Now it's his mission to help others maximize their potential & design lives & businesses they love on their own terms.
In this episode, Alan talks about how people can achieve better life outcomes that are fulfilling to them and the people around them.
Connect with Alan;
Instagram: https://www.instagram.com/alazaros88/
Facebook: https://www.facebook.com/alan.lazaros
LinkedIn: https://www.linkedin.com/in/alanlazarosllc/
Website: https://nextleveluniverse.com/
I was raised by two women, my mother and my older sister who was three years older than me.
My mom sat me down when I was seven years old she gave me the best lesson I've ever heard which was to aim high, and I'll have choices.
Fast forward, I got into my dream school and became an electrical and computer engineering graduate with distinction.
I went back for my MBA and then I did a bunch of job hopping and eventually landed a company called Cognex.
I got into an accident that left me mentally, emotionally and spiritually messed up and I started questioning everything about my life.
Now I've got this North Star that I wear around my neck which is my guide.
As I reflected on my life, I saw two stars I'd never seen before, Tony Robbins’ TED Talk and Bronnie Ware’s book called ‘The Top Five Regrets of the Dying.’
Now I have a podcast, Next Level University and we have reached out to 120 plus countries, coaching people all over the world.
Learning about these individuals, I go to learn that we don't shine as bright as we could, because we're afraid of what people will think about us.
We try to stay small due to the insecurities of others, and it doesn't help the world the way that we need to help the world.
People say life is about the journey which I agree, but one thing that is important is that the destination you choose in advance dictates the journey.
I think life is a dance between exploration and refocus where you go out and you explore and you double down on the things you do like, and you eliminate the things you don't,
Regret is the soul's recognition of misalignment with its highest calling.
Aim high, keep it specific enough to give you direction, but open enough to make sure you're exploring and not pigeon holing yourself to where you're will have regrets.
Commercial break
I always check in with my clients with a simple maximization triad which is a simple triangle with three sides.
Number one is maximizing one's own unique potential, number two is how one is maximizing one's own unique greatest level of contribution
Number three is about money and profitability and is how one is maximizing their own unique quality of life.
Money should not be number one, in my opinion but it shouldn't be number five, either.
Life improves when we improve and when we improve we get better.
If you are a wonderful, good intentioned human being, who truly wants to improve the quality of their life, what is best for you should be best for others.
The world needs more fulfilled human beings, because hurt people, hurt people.
Ignorance and apathy are the two root causes of all human suffering, and knowledge and care is the cure.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.

Project Management For Your Money - Simon Brady

“Start to take saving and investing particularly seriously, and as early as possible.” Simon Brady
We know that we need to invest in our financial future, but tackling it can be so daunting and downright overwhelming. It however doesn’t have to be that hard, especially for young people who still have the time and potential to accomplish their financial goals. Simon Brady helps people to plan their personal finances, and insists that the only person in charge of taking care of your financial future is yourself.
Simon Brady grew up in London but came to Wall Street in the late 1980s as a trader. He worked there for over 20 years in both currencies and equities before turning to personal financial planning and setting up his own fee-only firm, Anglia Advisors, which is a personal finance and investment consultant that specializes in working with younger individuals, couples and families looking to secure their financial futures. 
In today’s episode, Simon talks about his practice and why it is important that people start to take investment matters seriously.
Listen in!
Connect with Simon;
https://www.angliaadvisors.com/
https://www.linkedin.com/in/simonbradyny/
https://www.instagram.com/angliaadvisors/
I originally grew up in London and came over here in a trading capacity in the late 1980s.
I got qualified as a certified financial planner and set up my own firm, Anglia advisors.
My compensation method is completely different where I work per hour basis and with that model, I was able to work with younger people who have a lot going on and need a lot of hand-holding.
I love it when people come to me at an early stage because there's so much we can do if you give me 40 years of time horizon.
The transactional commission based financial advisors are not really incentivized to talk to you about that they can't monetize.
I get paid the same regardless of what we are talking about, so I can have a very wide range of conversation topics with people.
Commercial break
When someone reaches out to me, I always want to try and establish in that first discussion why they are reaching out.
I establish what kind of agenda we're going to put together, and it really is up to the client to put the agenda together.
The pandemic reminded quite a few people about their mortality which sort of reinforced that very unexpected things can happen.
There has been an increase in the general awareness that you can plan your life out in the way that you want to.
Some people that come to me do so because they've got a plan and they want me to come back and endorse what they're doing.
The delegators outsource everything about their finances to me, and my model permits me to work with all these people.
The best time to start saving and investing is during your first week at your first job, the second best time is now.
Start to take saving and investing particularly seriously, as early as possible.
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Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com

Think Like A Banker - Mark Willis

“Applied knowledge is power, so take what you learn and do something about it.” Mark Willis
Financial literacy is important when it comes to our relationship with money. However, being financially literate is not enough to unlock generational financial success. As Mark Willis notes, applying the financial knowledge and skills effectively when making financial decisions is the key to growing wealth and achieving financial success.
Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.
 Mark is a Certified Financial Planner™, a three time #1 Best Selling Author, the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois and co-host of the Not Your Average Financial Podcast™. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!”
In today’s episode, mark talks about some of the strategies to use to protect yourself against financial losses, and get to live a financially secure life.
Listen in!
Connect with Mark using the links below:
https://lakegrowth.com/
https://www.linkedin.com/in/marklakegrowth/
https://twitter.com/LakeGrowth  
https://www.instagram.com/notyouraveragefinancial/ 
https://www.facebook.com/lakegrowth
https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ
The inflation conversation has quickly become a prevailing discussion that I have with my clients.
The mandate of the Federal Reserve has always been to keep inflation at about 2% to ensure that there is price stability and low unemployment.
They do that through a number of different tools, the most famous one being quantitative easing or money printing.
There are some strategies that you can use to help you get the wind of inflation at your back, rather than it being a headwind.
The wind is at your back if you've got strategies that actually do better in a higher inflation environment.
If we can help folks think like a bank, that helps them break free to a smart and stable financial future.
Our lives change when we start thinking categorically different and start to have a different conversation.
The lower your interest rate, the cheaper the money is to get access to, and the more stuff you can buy, and vice versa.
Commercial break
In the concept ‘Buy Borrow Die,’ the first step is to buy assets that go up in value.
The key here is you got to buy an asset that generally doesn't kick off any income because if you have no income, you pay no income tax.
The next step is to borrow against all those major inflated assets since loans are not considered income by the IRS.
The third and final step is to die, which means that when a billionaire passes away, their assets will get a step up in basis.
One of the challenges of buying stocks is that if the interest rate rises too high and there is too much inflation, the stock valuations go down.
Life insurance as a financial vehicle is a way to adopt the ‘Buy Borrow Die,’ strategy without the risk of going broke.
Applied knowledge is power, so take what you learn and do something about it.
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Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com

Reset Your Thermostat - Melissa Kirk

“It's that authenticity of stepping into who you really are that is attractive to everyone else, and which creates the easiest path of success.” Melissa Kirk
In order to achieve your desired purpose, it is important that you align your passion with your work. By following your passion, there is a greater likelihood that money and success will follow automatically. This is according to Melissa Kirk, who also notes that starting from a place of authenticity, and believing in yourself, really matters when pursuing success.
Melissa Kirk Consulting offers the comprehensive capabilities and deep industry knowledge necessary to help you solve the most complex issues of your inner blueprint. Since they opened their doors in 2008, each year they have had a bigger list of returning and new clients.
People hire Melissa Kirk, to get results they have sought after, explore her out of the box ideas, use her expertise to find and align with their passion and purpose, shift their mindset to be empowered and create the lifestyle they desire. She helps them find and purchase their dream home, attract the clients they want to work with, improve their relationships, systemize and grow their business, and improve their health. She helps them to get to the root of the issues going on in their lives and turn things around to match their dreams, goals and aspirations.
In today’s episode, Melissa talks about her consulting business and how she helps people align with their greatest purpose.
Listen in!
Connect with Melissa:
https://www.melissakirk.com/
https://facebook.com/melissakirkconsulting/
https://instagram.com/melissakirk_/
My journey has been about finding my place and my purpose, and helping awaken people and get them aligned with who they are.
When I'm working with my clients, it's about teaching them what they love to do, and who they are on a soul level so that they can just have that money come to them.
Everyone over the last couple years has really had to think about things differently, and find new ways of reinventing themselves.
One of the things for me was finding ways of working less and making more.
The point is to figure out how to set and maintain the level of income that I want going forward, and that's usually a mindset ceiling.
When we get so stressed out about money, our body releases cortisol which makes it not work right.
One thing that I've noticed is that when I start to get stressed about money, I pay attention and I head it off before it gets full blown.
The biggest problem that I find when I'm working with people is that they recognize there's a problem, but don't really have any idea or solution of how to get out of it.
The worst thing that we do to ourselves, is compare ourselves to other people.
One thing that I learned and help my clients with is, it doesn't matter what someone else is doing, we all have a unique proposition and a way that we help.
One thing that sometimes people miss is not realizing who they are is their formula, and they start to complicate it to be more.
It's that authenticity of stepping into who you really are that is attractive to everyone else, and which creates the easiest path of success.
A lot of times, it's just giving my client the permission by laying it all out for them and telling them that they can walk into this.
Commercial break
The key is doing the things that I'm good at because there's a big clarity and understanding why you're doing it.
One thing I realized when I was in my law of attraction coaching program was to really go with the flow of life.
Acceptance, and finding the natural way that you're designed to operate is very key in getting rid of the struggle and getting into our own bliss in the search for pleasure.
Get help for whatever hurdle you are working through it, because nobody out there that is successful did it on their own.
Live your life in authenticity and understanding your why on doing it.
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Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform, go to https://www.shockyourmediapotential.com