Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD

Christopher H. Loo, MD-PhD
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Nov 5, 2023 • 25min

#587 - Unveiling Creative Potential: The Operational Backbone with Kara Barnes (Backstage Ops)

In today’s episode, we sit down with Kara Barnes, a seasoned Certified Director of Operations whose mission is to unshackle the creative genius within artists and visionaries by streamlining their operational workflow. Over the past ten years, Kara has employed tools like Strategic Mapping™️, Fractional Leadership, and EOS Integration to metamorphose the backstage operations of several ventures, allowing the creative frontrunners to soar higher without the anchor of administrative hassles. We delve into what it means to have an effective operations leader steering the administrative helm, allowing the visionaries to navigate the waters of creativity freely. Kara sheds light on the tangible and intangible returns on investment (ROI) when investing in solid operations. She also shares three indispensable phrases that can catalyze a process-minded ethos within your team, setting the stage for a self-sustaining operational rhythm. Navigating the delicate balance between visionary and integrator roles often stirs the pot of tension; Kara shares her insights on harmonizing this crucial relationship for a seamless workflow. The concept of Fractional Leadership is dissected to unravel how it can be a game-changer in harnessing the full potential of a creative venture. The conversation steers towards avoiding the dreaded burnout, keeping the spark of creativity alight, and why a solid operational foundation is paramount to sustaining the inspirational momentum. Kara’s passion for operations is palpable as she articulates the joy derived from seeing creative individuals thrive in a well-oiled operational environment. Our discussion is not just an eye-opener to the uninitiated but a reservoir of practical tips for the seasoned professionals looking to refine their operational strategies. Join us in this enlightening conversation and discover how you can keep the creative juices flowing unhindered by administrative quagmires. Tune in, get inspired, and take control of your operational realm to let your creative vision fly high! Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: ⁠https://podcasters.spotify.com/pod/show/christopher-loo⁠ Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Nov 4, 2023 • 20min

#586 - Navigating Financial Freedom: A Deep Dive with Bronson Hill (Bronson Equity)

In this enriching episode, we sit down with Bronson Hill, the financial maestro behind Bronson Equity and the author of “Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less.” As a seasoned real estate investor, Bronson is a general partner in multifamily units and has a knack for orchestrating alternative investment avenues that resonate with the beat of modern economic trends. Our conversation takes a scenic route through the realms of passive investing, exploring the nooks and crannies of vetting deals as a passive investor. We delve into the heart of Mainstreet investments and how they pose a clever counter-narrative to the traditional Wall Street investments. Bronson shares his unconventional wisdom on utilizing inflation as a financial ally rather than an economic foe, which he elaborates in this podcast episode. Bronson unfolds his journey of dialogues with over 1500 high net worth investors, shedding light on the gems of insights he acquired. He dissects the notion of saving money in contemporary economic landscapes and why he regards it as a less prudent financial move. The discussion also steers towards the shores of real estate investing for those wary of the landlord tag, offering a fresh perspective on stepping into the real estate arena without the customary hassles. This episode is a treasure trove for anyone looking to rewrite their financial narrative and pivot towards a landscape of passive income and wise investment strategies. The candid anecdotes and seasoned advice from Bronson Hill make this a must-listen for aspiring investors and individuals yearning for financial liberation outside the conventional pathways. To connect with Bronson, visit his website: https://bronsonequity.com/ Your roadmap to firing yourself from the 9 to 5 routine and embracing a horizon of passive income begins here! Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: ⁠https://podcasters.spotify.com/pod/show/christopher-loo⁠ Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Nov 3, 2023 • 25min

#585 - Unveiling the Alpha: An Unfiltered Dialogue with Nico Lagan

Embark on a journey of self-discovery and unfiltered dialogue in this riveting episode as we sit down with the audacious Nico Lagan, an entrepreneur, men’s coach, and the voice behind the provocative podcast, The Nico Lagan Show. With a life story that reads like a screenplay of redemption, Nico’s transition to a mentor for men embodies the essence of resilience and self-actualization. As a staunch advocate for reinvigorating traditional masculinity, Nico’s narrative challenges the modern-day discourse that often misconstrues the core values of manhood. Our conversation dives deep into the realms of Purpose, Leadership, Accountability, Health & Fitness, and Faith, reflecting on how these pillars shape the identity and aspirations of today’s man. With a candidness that’s as refreshing as it is controversial, we explore Nico's take on the societal narratives that have overshadowed the quintessential virtues of a good man. His compelling insights into the existential quagmire faced by many during the midlife phase underscore the urgency for a paradigm shift, one that reinstates the honor, responsibility, and authenticity inherent in true masculinity. But Nico’s story doesn’t end with men’s coaching. His innovative foray into the confluence of artificial intelligence and content creation unveils a whole new frontier for digital creators. We delve into his trailblazing Alpha Creator Blueprint, demystifying how modern creators can harness the prowess of AI to redefine the landscape of content creation, and in turn, influence. In a society where masculinity is often a topic of contention, Nico’s unapologetic stance serves as a clarion call for men to embrace their intrinsic virtues and lead with conviction. His ethos, encapsulated in his riveting book “Purpose”, challenges the status quo and beckons a return to the foundational tenets that once defined a man’s place in the world. Join us in this unbridled conversation that promises to challenge, inspire, and evoke a deeper contemplation on the essence of masculinity and the transformative power of self-realization. To connect with Nico, visit his website: ⁠http://nicolagan.com/⁠ This episode is more than just a conversation; it’s a gateway to a discourse that holds the promise of redefining modern manhood. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: ⁠https://podcasters.spotify.com/pod/show/christopher-loo⁠ Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Nov 2, 2023 • 28min

#584 - From Biochemistry to Boardroom: The Grit and Grind of an Underdog Entrepreneur with Tyler Uriah Copenhaver-Heath

In this riveting episode, we sit down with Tyler Uriah Copenhaver-Heath, a biochemist turned entrepreneurial powerhouse, whose life story is a stirring narrative of resilience, grit, and transformative success. From grappling with a challenging childhood to establishing APEX Customs, a garage startup that blossomed into an enterprise, Tyler's journey is nothing short of inspirational. Join us as we delve into the indelible impact of small businesses in community development and the essence of Tyler’s ‘Content for Good’ initiative. We take a deep dive into how his background in biochemistry intricately weaves into his business acumen, shedding light on the pivotal role of understanding systems and processes in entrepreneurship. The conversation takes a poignant turn as we explore Tyler's 'Redefining Heroes' docuseries, a platform spotlighting unsung champions making significant impacts in their communities. We also unravel the ethos behind Glaive, Tyler’s latest venture aimed at leveling the playing field for budding entrepreneurs and small businesses in today’s digital landscape. Tyler opens up about his passion project, the 'Underdogs Podcast', and shares heart-wrenching stories of resilience and heroism that have left a lasting imprint on him. With a heart that beats for the underdog, Tyler’s altruistic endeavors, including mentoring over 100 struggling entrepreneurs for free, offer a beacon of hope and a roadmap for anyone looking to carve a niche in their field. As we navigate through Tyler's diverse interests outside the business realm, from being an international MMA connoisseur to a long sword practitioner, we unveil how these experiences have shaped his entrepreneurial mindset and fueled his mission to champion the underdog. This episode is a treasure trove of insights for every bootstrapper, game changer and aspiring entrepreneur. Tyler’s narrative isn’t just a success story; it’s a testament to the boundless potential that lies in every challenge, ready to be harnessed with the right mindset and guidance. Dive into this enlightening discussion and discover how the spirit of perseverance, coupled with a purpose-driven approach, can spur transformative change in both business and life. Tune in, get inspired, and be part of a narrative that propels not just individual success, but communal growth and positive societal change. To connect with Tyler, visit his website: http://tyler@tyleruriah.com/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: ⁠https://podcasters.spotify.com/pod/show/christopher-loo⁠ Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Nov 1, 2023 • 21min

#583 - Visionaries Unleashed: The Karrington Warfield Story

Embark on a journey of visionaries unleashed, mastery, and motivation in this inspiring episode where we sit down with the incomparable Karrington Warfield. Karrington is not just an entrepreneur; she's a visionary, an author, a strategist, and a beacon for those looking to make their mark in the business world. In our dialogue, we'll delve into the artistry behind building a personal brand that echoes with authenticity and influence. Karrington shares her sage advice for aligning your professional persona with your deepest values and vision. The conversation pivots to the intricate dance of managing entrepreneurship with a personal life. How does one maintain a successful business without losing sight of life's pleasures? Karrington offers her top strategies for achieving harmony and fulfillment on both fronts. We tackle the silent enemy of progress—procrastination. "Running the play," a concept Karrington champions, becomes our focus as she provides actionable tactics to keep the entrepreneurial spirit immune to the stagnation procrastination brings. A profound segment of our discussion highlights the empowerment of entrepreneurial women of color. Karrington addresses the unique challenges they face and ignites a conversation on how to create a support system that fosters success and innovation. Lastly, we break down the steps to acquiring business funding. With Karrington's guidance, new entrepreneurs can navigate the often-daunting financial landscape to find the resources they need to launch and grow. This episode is an essential listen for anyone eager to elevate their entrepreneurial journey. Join us as we uncover the keys to success with Karrington Warfield, and don't miss the opportunity to transform insight into action. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: ⁠https://podcasters.spotify.com/pod/show/christopher-loo⁠ Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Nov 1, 2023 • 20min

#582 - Navigating Life's Curveballs: From SIBO Struggles to Menopause Mastery with Caroline Balinska (Life on Purpose Over 40)

In this eye-opening episode, we engages in a candid conversation with the indomitable Caroline Balinska, a woman whose life narrative is a testament to overcoming personal health hurdles while carving out a successful entrepreneurial path. Unravel Caroline’s 25-year odyssey with Small Intestinal Bacterial Overgrowth (SIBO) as she unveils the lesser-known cure that brought her relief and the newfound understanding that came at the age of 38. The episode takes a tender turn as Caroline shares her early menopause journey post a cherished rainbow baby and the trials of attempting pregnancy again. Her eloquence in recounting these experiences brings a wealth of knowledge to women facing similar health battles. Diving into the realm of aesthetics and self-expression, Caroline, with her 25 years of prowess as a hair, makeup, and fashion stylist, imparts invaluable tips on maintaining a youthful appearance sans surgery, and what women over 40 need to comprehend about evolving beauty. Transitioning from personal to professional, Caroline reflects on her impressive 15-year marketing tenure, her engaging e-commerce podcast, and her role as a Shopify trainer. Her sage advice on embarking on a business venture post 40, especially for women, is laden with encouragement and practical insights. As a globe-trotter who has explored over 35 countries and a nurturing stepmother to four, Caroline’s rich tapestry of life experiences is both motivating and enlightening. Her advocacy for a holistic approach to well-being, underscored by nutrition, lifestyle, and community, rings through as a motivating force for women over 40 to pursue a life laden with purpose, self-care, and boundless exploration. Embark on this heartfelt voyage with Caroline and glean empowering strategies to triumph over health adversities and age with elegance and confidence. To connect with Caroline, visit her website: https://lifeonpurposeover40.com/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: ⁠https://podcasters.spotify.com/pod/show/christopher-loo⁠ Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Oct 31, 2023 • 23min

#581 - Navigating the Dual Lanes of Leadership and Parenthood: Uncovering Wisdom with Dr. Anne Welsh

Embark on a thought-provoking journey, navigating the dual lanes of leadership and parenthood, in this episode as we engage with Dr. Anne Welsh, a distinguished executive coach with a profound affinity for supporting women in STEM and healthcare sectors, and aiding working parents across diverse career landscapes. Beginning her academic odyssey at Harvard, Dr. Welsh has since pivoted, dedicating her life to unraveling the interplay between career aspirations, personal fulfillment, and the transition to parenthood. Our discourse unfolds as Dr. Welsh shares her intriguing narrative of delving into the realms of research as a young, childless graduate, a voyage that has since blossomed into a fulfilling mission of guiding numerous individuals through the multifaceted aspects of parenthood and career advancements. With a blend of research and lived experiences, her coaching philosophy accentuates the cultivation of leadership acumen, emotional intelligence, and the harmonization of work and personal life realms. In a world where the tugs between professional growth and home life are ever-present, Dr. Welsh sheds light on the quintessential tools that ease the transition back to work post parental leave, and the strategies to mitigate burnout, a commonplace adversary for working parents. Our conversation ventures into the heart of battling imposter syndrome and perfectionism, two formidable foes in the quest for authentic leadership and self-assurance, especially for women navigating the male-dominated fields of STEM and law. Dr. Welsh also articulates her belief in the enriching essence of parenthood, and how it can be a catalyst rather than a barrier to our professional lives. She also unveils actionable steps for organizations to foster a culture that values, supports, and retains working parents, thereby creating a conducive ecosystem for growth, connectivity, and shared values. Dive into a reservoir of actionable insights on how to vanquish self-doubt, lead with authenticity, and thrive in the interwoven paths of career and parenthood. Explore more about Dr. Welsh's transformative coaching paradigm by visiting https://www.drannewelsh.com/executive-coaching and take a step towards reshaping your journey into one of fulfillment, impact, and balanced living. Join us in this enriching dialogue that endeavors to redefine the narratives surrounding working parents and women in STEM, and pave the path towards a more inclusive and supportive professional landscape. Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: ⁠https://podcasters.spotify.com/pod/show/christopher-loo⁠ Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Oct 30, 2023 • 21min

#580 - Empowering Transitions: Navigating Life’s Financial Chapters with Lena M. Nebel (BFGFA)

In this compelling episode, we are honored to host Lena M. Nebel, CFP®, MSFS, a distinguished Principal and Chief Operating Officer at BFG Financial Advisors. With her vast reservoir of financial advisory experience, Lena epitomizes the blend of empathy, meticulousness, and strategic foresight required in the realm of financial planning. Our conversation kicks off with an engaging discourse on Financial Planning for Emptynesters. Lena elucidates the subtle yet profound shifts in financial dynamics as the nest empties, and shares pragmatic strategies to realign financial objectives towards fulfilling personal goals and dreams. The narrative segues into Navigating Finances as a Couple, where Lena offers invaluable insights on the quintessential conversations couples should engage in before tying the knot and throughout their journey together. Her anecdotes shed light on the common financial pitfalls couples may encounter and how a proactive, transparent dialogue can foster a harmonious financial relationship. A significant highlight of our discussion is Thriving as a Woman in a Male-Dominated Industry. Lena’s narrative is a riveting tale of tenacity, resilience, and the relentless pursuit of excellence amidst stereotypes and preconceived notions. Her experiences pave the way for a broader dialogue on the imperative of diversity, equity, and inclusion in the finance industry. Through a series of thoughtful questions, Lena articulates actionable advice on altering financial behavior post children's independence, thriving as a woman in a patriarchal industry landscape, and initiating crucial financial dialogues before marital vows. Lena’s journey is not just an inspiring narrative, but a beacon of pragmatic financial wisdom and a testament to the indomitable spirit of women in finance. This episode is a confluence of life lessons, financial acumen, and the essence of empowerment that resonates with anyone looking to navigate life’s financial chapters with sagacity and grace. Episode Highlights: Tailoring financial strategies for empty nesters. Initiating financial dialogues: A couple’s guide to financial synergy. Breaking the mold: Lena’s inspirational journey in a male-dominated realm. And much more! Immerse in a wealth of financial wisdom as Lena M. Nebel unveils the roadmap to navigating life’s evolving financial scenarios with adeptness and vision. To connect with Lena, visit her website: https://bfgfa.com/ Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: ⁠https://podcasters.spotify.com/pod/show/christopher-loo⁠ Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Oct 28, 2023 • 30min

#579 - Sowing Seeds of Success: Unearthing Organizational Culture Wisdom with Dan Bredeson

Embark on a thought-provoking journey unearthing organizational culture wisdom in this episode as we sit down with Dan Bredeson, a revered organizational culture and leadership consultant with a rich legacy of over two decades. The mind behind the Amazon Bestseller, "Seeds of Culture," Dan unveils the essence of cultivating a robust organizational culture and the leadership tenets that fuel success in both Fortune 500 realms and nonprofit landscapes. With a blend of captivating stories and hard-earned insights, Dan elucidates how the cyclical narrative of organizational failure often roots back to misinterpreted cultural dynamics. He dissects the oft-quoted adage, “culture eats strategy for breakfast,” providing a fresh perspective on the symbiosis between culture and strategy. Our discourse traverses the common cultural pitfalls leaders stumble upon, and the transformative power of the "Seeds of Culture" in rewriting the organizational success story. We delve into the heart of the Great Resignation, exploring its underpinnings and the leadership responses that can either quell or fuel this modern-day exodus. The conversation also navigates the uncharted waters of remote work, as Dan sheds light on its impact on organizational culture and the new leadership narrative unfolding in the digital workspace. Dan's profound expertise extends beyond the boardroom into a holistic realm where leadership synergizes with culture to propel organizations forward amidst evolving challenges. To connect with Dan, visit Amazon to check out his book, "Seeds of Success" - https://amzn.to/3SAviQb Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: ⁠https://podcasters.spotify.com/pod/show/christopher-loo⁠ Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1 Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphd Subscribe to our email newsletter: ⁠https://financial-freedom-for-physicians.ck.page/b4622e816d⁠ Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023
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Oct 28, 2023 • 20min

#578 - Navigating Financial Success with Jason Lampert, CFP®: From Tech Geek to Financial Guru

In this enlightening episode, we sit down with Jason Lampert, a Certified Financial Planner™ and a financial coach with a unique journey from the corporate tech world to the realm of financial planning. Jason’s passion for guiding individuals towards financial prosperity shines through as he shares his personal career transition, underscoring the importance of following one's heart and embracing life's unpredictable shifts. Dive into an engaging discussion on how being a part of the LGBTQIA+ community and the childfree movement influences financial planning. Explore the pivotal financial topics as Jason shares his expertise on saving for retirement, eliminating debt, investing for the future, and creating a financial plan that resonates with your life goals, especially catering to those traditionally underserved by the financial advising industry. Learn about the difference between a fee-only and a fee-based financial planner, and discover who really needs and can benefit from engaging a financial planner. Jason’s natural storytelling ability makes financial concepts relatable, shedding light on how everyone, regardless of their background, can thrive financially. Whether you’re from the LGBTQIA+ community, part of a childfree couple, or someone seeking to understand the financial planning realm better, this episode is packed with insights that could be your stepping stone towards financial success. To connect with Jason, visit his website: https://woodsonwm.com/team/jason-lampert/ Stay tuned and enjoy this riveting conversation filled with financial wisdom, personal experiences, and a hearty dose of geeky fun! Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Subscribe to our email newsletter: https://financial-freedom-for-physicians.ck.page/b4622e816d Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023

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