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Entrepreneurship

Winning the Retirement Game: How to Avoid Uncertainty and Boredom with Joe Casey [Video]

Winning the Retirement Game: How to Avoid Uncertainty and Boredom with Joe Casey

Today, I’m thrilled to welcome Joe Casey back to the podcast. Joe is an Executive Coach at PEC and a Managing Partner at Retirement Wisdom, who helps people design their lives following their corporate careers to successfully navigate their transition to retirement.

In this new book titled, Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy, he walks retirees through the obstacles they’re most likely to face in the next chapter of their lives. Tackling issues such as boredom, uncertainty, and drifting by helping them craft specific strategies to tackle these problems head-on.

In today’s episode, we dig into what Joe’s learned from working with people from all walks of life. We talk about the difference between left-brain financial planning and right-brain life planning and why so many advisors end up having to unwind what should have been “perfect” retirement plans.

We’ll also talk about how to cast off pre-retirement mindsets that won’t serve you once you’ve transitioned out of your primary career and much more!

GET A FREE COPY OF JOE’S BOOK, WIN THE RETIREMENT GAME: HOW TO OUTSMART THE 9 FORCES TRYING TO STEAL YOUR JOY

Here’s all you have to do…

● Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
● Step 2.) Text BOOK, that’s B-O-O-K to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

PS: If you’d like a free copy of Joe’s book, all you need to do is leave us an honest review over on Apple Podcasts, then send your email and your username to info@howardbailey.com, and we’ll get it out to you!

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To get access to today’s show notes, including transcript, audio, and links to resources mentioned, visit http://retirewithpurpose.com/339

📅 SCHEDULE A CONSULTATION:
Book a 15-minute call with a Howard Bailey Advisor to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw

📧 WEEKEND READING FOR RETIREES:
Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu

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ABOUT YOUR HOST CASEY WEADE:

Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor’s degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance; and, is also Long-Term Care Certified. When he isn’t helping others find financial freedom, Casey enjoys spending time with his wife and three children, as well as hunting, fishing and golfing.

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ABOUT HOWARD BAILEY FINANCIAL:

Our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today.

Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures.

And while we can’t work with everyone, our goal is to provide value to everyone we meet. Our Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today’s most successful retirees and experts in the field of finance. You can see those resources here:

http://www.retirewithpurpose.com

We are a fee-based independent advisory firm. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here:

https://howardbailey.com/our-process

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http://www.instagram.com/

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DISCLOSURE: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19. For more information on professional designations, visit www.finra.org/investors/professional-designations.

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Categories
Entrepreneurship

How I organize my YouTube video content

How I organize my YouTube Video Content // When it comes to YouTube there are a lot of moving pieces, so how do you keep your video content organized? Well, my favourite way to organize all my video content for YouTube is with a project management system called Asana. In this video, I walk you through how I keep track of my video content, how I know the tasks I need to complete for each video and how I know what video to post and when. Want to get organized with Asana for your social media content and YouTube? Get my step-by-step Asana for YouTube templates here: https://wandermintcreative.thrivecart.com/asana-for-youtube/If you want to learn more about YouTube and how to generate consistent leads through YouTube, make sure to sign up for my free masterclass here:How to generate consistent leads through YouTube without spending hours creating endless content that doesn’t convert (FREE WEBINAR):https://bit.ly/3j7beTD__________OTHER VIDEOS:“How to grow your email list for free”https://youtu.be/5pO0KWfK6TM“How to Make Money Online Using YouTube”https://youtu.be/nlN3VZLWYLU“Is endless content creation all you need?”https://youtu.be/88PN48EnzA0“Drive Traffic to YouTube from Instagram”https://youtu.be/XiBWtt64CI8__________OTHER HELPFUL TOOLS:*Some of these are affiliate links, and I will be paid a small commission for you signing up. This is a great way to support me and the content that I create. Thank you for being a part of this community. ASANA: https://asana.grsm.io/uawp0npsnqf0Later: https://later.grsm.io/0axyqk1k7roz Canva: https://partner.canva.com/YgxGAKActive Campaign: https://www.activecampaign.com/?_r=337G1V1TLead Pages: https://try.leadpages.com/yc64s6g88r7cThinkific:https://try.thinkific.com/melissamitchell9726ViDIQhttps://vidiq.com/#_l_3ooTubebuddy:https://www.tubebuddy.com/wandermintcreativeVideoask: https://typeform.grsm.io/melissamitchell9726. (DISCOUNT CODE 10% OFF =WANDER10)Repurpose.io:https://repurpose.io/?aff=21206__________CONNECT WITH ME:Facebook:https://www.facebook.com/wandermintcreative/Instagram:https://www.instagram.com/wandermintcreative/TikTok:https://www.tiktok.com/@wandermintcreativeJoin my Facebook group - YouTube Organic Lead Machinehttps://www.facebook.com/groups/youtubeorganicleadmachine#wandermintcreative #youtubecontent #organizeyourvideos

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Entrepreneurship

Zoho CRM Dashboard & Reports Overview [Video]

Zoho CRM Tutorial Video #43 Today, we'll be discussing the Zoho CRM dashboard and reports overview.You could use the Reports module in Zoho CRM for tracking your company activity. There’s a list of system default reports available in this module, but you could also create custom reports. This is an example of the report pipeline by stages; you could see all deals pipeline groups by the stage, every account, every deal, closing date, probability, and total sum of amount. It is also possible to create a chart for some reports. When you build your report, you could select multiple modules; you could select a parent module, then additional child module, and even more. For example, you could see a report for all accounts with all invoices and all meetings inclusive or exclusive. An additional module in Zoho CRM is the analytics module. Here you could also check the system default dashboards, but also create your custom dashboard with different components. This is an example of lead conversion to the deal. So you could build a component where you could see the total number of leads, total number of leads converted into clients, number of deals created, deals won, and total conversion rate. It is also possible to create different kinds of analytics here. Charts, lists, and some other. That's it for today's Zoho CRM setup guide.______ BONUS !!! Open a free Zoho One trial account and get a free demo from Zoho.Follow this link to open Zoho One Free Trial: https://rebrand.ly/8lq6o6h______ BONUS !!! Upgrade your free Zoho account to paid within 25 days and get a free consultation from our expert. Book your consult: https://rebrand.ly/bth0yk9______OUR SERVICESFully utilizing ZOHO’s potential requires specific expertise. Our team can quickly handle any implementation – from the simplest to the most complex – from speedy CRM configuration to integration with your ERP system and data migration, to effective training and user adoption.Quick Start CRMA functioning Zoho CRM up and running in just two weeks.Full Business PlatformAll Zoho applications and modules, 3rd party software tools integrations, data migrationsManaged ServicesOngoing support – multi-month SLA agreements or bank of hoursRequest more info at knowhow@customerization.ca training and user adoption.______ Important linksTag Customerization as your Zoho Partner: https://rebrand.ly/283zhcb______ Connect with us on Social Media: LinkedIn: https://www.linkedin.com/company/cust...Personal LinkedIn: https://www.linkedin.com/in/kiratcher...______ CONTACT USWebsite: https://customerization.ca/Email: knowhow@customerization.ca See you soon!

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Entrepreneurship

Is It RIGHT TIME To Buy A House Right Now | Housing Market [Video]

With all that is going on with this housing market is it right time to buy a house right now or should you wait longer before you buy a home. In this video, I'll discuss the current housing market and what the near future might hold for home buyers and home sellers. Learn More About Foreclosure.Com - https://bit.ly/RBFindForeclosures▶ VISIT MY VIDEO PLAYLISTS Click on the link to learn more - https://www.youtube.com/c/RicBender/playlists▶ MOOMOO Stock Trading Platform - Get 10 Free Stocks Up To $2,000Commission-Free Professional Trading AppClick the link to learn more - https://bit.ly/RBUSMARKET▶ HARD ASSETS ALLIANCE The Best Way to Invest in Gold & Silver Standard Account - Precious Metals IRA and MoreClick on the link to learn more - https://bit.ly/RBHardAssets▶ GROUNDFLOORReal Estate Investing For Everyonehttps://bit.ly/RBGroundFloor▶ FIND FORECLOSURES & PRE-FORECLOSURES EASYGet the best real estate deals first, with one simple searchClick on the link to learn more - https://bit.ly/RBFindForeclosures▶ INVEST IN YOU WITH SKILLSHAREGet One Free Month of SkillshareExplore thousands of hands-on creative classes.Click the link to learn more - https://bit.ly/RBSkillShareOffer▶ IPEC Accredited Coaching Programs Become a certified Life Coach, Executive Coach, or Business Coachwith an iPEC Coach Certification.Click the link to learn more - https://bit.ly/BecomeiPecCoach▶ ABOUT THE CHANNEL Subscribe to reach your financial goals and build better money habits.Subscribe today - https://www.youtube.com/c/RicBender▶ CONNECT WITH ME Twitter: https://www.twitter.com/ricbenderWebsite: https://www.ricbender.comRumble: https://rumble.com/user/RicBender▶ JOIN MY NEWSLETTEREmail Newsletter: http://eepurl.com/hSKhnT▶ VIDEO NOTESBuyers Gaining Time and Options as Housing Market Rebalances (July Market Report)U.S. home values fell 0.1% from June to July, the first decline in the raw Zillow Home Value Index since 2012. Home values fell last month in 30 of the 50 largest metro areas, but are still up 16% from a year ago. Rising inventory is being driven by homes lingering on the market and new listings trailing pre-pandemic levels. It took 10 days for a listing to go pending in July, two days longer than in June.Rent appreciation is slowing, but the growth rate remains much higher than pre-pandemic levelsAfter two years of unprecedented growth, national home values fell slightly month-over-month for the first time since 2012, the year home values hit a trough after the housing bubble and bust of the aughts. While July’s housing market data update is big news, and could get first-time buyers’ hopes up, the future is unlikely to bring meaningful improvement to housing affordability.Click on the link to read Zillow article - https://www.zillow.com/research/july-2022-market-report-31345/▶ D I S C L A I M E R S + D I S C L O S U R E S This content is for educational and entertainment purposes only. This description contains affiliate links that allow you to find suggested resources. When you purchase items from these affiliate links Ric Bender may receive compensation. Thank you for your support of this channelKEYWORDS Is It RIGHT TIME To Buy A House Right Now, right time to buy a house, is it time to buy a house, should i buy a house in 2022, buy a house now or wait, buy a house right now or wait, should i buy a house right now, housing market, housing market crash, housing market 2022 forecast, is now the time to buy a house, Ric Bender, i want to buy a house, is it right time to buy a house, is it good time to buy house right now, housing market 2022, is it a right time to buy a house now,#housingmarket #buyahouse #realestatemarket ▶ TAGS#ricbender, Ric Bender, personal finance, financial wellness, real estate market, housing market, personal finance 101, finance, financial education, investing, financial well-being, Financial Wellness, personal finance coach, building wealth, wealth building, wealth-building, investing for beginners, financial wellness strategies, wealth building strategies, money, money tips, personal finance tips