The Breakthrough Factor with Jess Bost

Jess Bost

Welcome, and thank you for joining us on The Breakthrough Factor. On this show, Jess Bost interviews entrepreneurs, athletes, and financial professionals to find out just what it takes to break through barriers to health, wealth and taking ownership of your life. If you’re feeling stuck in your career or seeking advice on how to overcome obstacles to building your fitness & finances, this is the show for you! This show can also be found on YouTube: https://youtube.com/playlist?list=PL-1wKV9oxTWn3We4FcLEymCVWWFSIx6QVListen Notes read less
ビジネス・経済ビジネス・経済
教育教育
健康・フィットネス健康・フィットネス

エピソード

Book Club Series: Bob DePasquale on the Secrets to Utilizing Tech for Good and Being Radically Generous
21-12-2022
Book Club Series: Bob DePasquale on the Secrets to Utilizing Tech for Good and Being Radically Generous
Hello friends. I am absolutely delighted - and I use that word intentionally today - DELIGHTED for you to meet my next podcast guest. Bob DePasquale, also known as “The Generosity Guy” reached out to me many moons ago when he was crafting together this book that we are going to talk about today. At the time, he knew way more about me than I knew about him, which was super intimidating…but as you’re about to find out when you listen to him, it only took about fifteen seconds for me to feel like we’d been friends our entire lives. He has such a cool positive energy about him, and so when he and I met for the first time in Atlanta this past November and he shared his personal story of facing cancer and 9/11 as a freshman athlete in a school thousands of miles away from home…I was once again reminded that breaking points don’t always have to break people. His story is one of encouragement and hope, and the impact of a specific part of his story is the reason behind his way of living what he’ll refer to as “radical generosity.”Go for a walk, or grab a cup of tea and find a place to settle into for the next 45 mins with me and Bob. Here’s my promise that you won’t regret it.Where to find Bob:On Twitter: @BDePa On IG: @BDePaOn LinkedIn: Bob DePasqualeOn Amazon: Personal Finance in a Public WorldCheck out the YouTube video of this episode here!For full disclosure statement, visit www.alphaarchitect.com/disclosures/
A Relentless Pursuit of Better with Mark Newfield Pt. 2
23-06-2022
A Relentless Pursuit of Better with Mark Newfield Pt. 2
Two things are given to you without your choice: your family and your biology. These things do not have to define you...but they CAN inform you. In this episode, Mark and I talk about how his formative years and his ADHD diagnosis could have (and maybe should have) put him on a path toward destruction. Instead, with the generosity and care of a few people early in life, he chose to make one small change every day and relentlessly pursued better. Get to Know Mark:Mark started his professional work life as a consultant with Accenture, where he helped clients for 14 years. He founded The Bleakley Financial Group of Virginia in 2005, and for the last 16 years he has been the coach/lead advisor for the firm as well as its CEO. Prior to graduating from university, he was an auto mechanic, was in the auto parts industry, and spent time as a retail store manager. Mark’s focus has always been either providing advice or fixing things. What drives Mark is helping others reach their goals.Mark’s role is primarily as lead advisor and client strategist. Mark’s passion is ensuring that the Counselor team is completely focused on properly caring for you, that you enjoy working with us, and that you receive value from everything the team does for Counselor’s clients.Mark believes both financial freedom and fun can occur concurrently. You will find that he has an active (sometimes too active!) sense of humor. He’s quite proud that his teammates, Angela and Melissa, have been with Counselor for 14 and 12 years and will do everything possible to make sure Danielle stays “forever”, as well. He’s a little nutty about college basketball, golf, and several other sports. In addition, he loves taking beach and golf trips with his family and is an avid reader.Mark holds an Accounting degree from Virginia Commonwealth University as well as the CFP® and RICP® designations. He is life and health licensed in Virginia, has the 7 registration held through LPL Financial and the 66 registration held through both LPL Financial and Private Advisor Group.Connect with Mark:Twitter: @bleakleyvaMark@BleakleyVa.comwww.bleakleyva.comFor full disclosure statement, visit www.alphaarchitect.com/disclosures/
A Relentless Pursuit of Better with Mark Newfield Pt 1
23-06-2022
A Relentless Pursuit of Better with Mark Newfield Pt 1
Two things are given to you without your choice: your family and your biology. These things do not have to define you...but they CAN inform you. In this episode, Mark and I talk about how his formative years and his ADHD diagnosis could have (and maybe should have) put him on a path toward destruction. Instead, with the generosity and care of a few people early in life, he chose to make one small change every day and relentlessly pursued better. Get to Know Mark:Mark started his professional work life as a consultant with Accenture, where he helped clients for 14 years. He founded The Bleakley Financial Group of Virginia in 2005, and for the last 16 years he has been the coach/lead advisor for the firm as well as its CEO. Prior to graduating from university, he was an auto mechanic, was in the auto parts industry, and spent time as a retail store manager. Mark’s focus has always been either providing advice or fixing things. What drives Mark is helping others reach their goals.Mark’s role is primarily as lead advisor and client strategist. Mark’s passion is ensuring that the Counselor team is completely focused on properly caring for you, that you enjoy working with us, and that you receive value from everything the team does for Counselor’s clients.Mark believes both financial freedom and fun can occur concurrently. You will find that he has an active (sometimes too active!) sense of humor. He’s quite proud that his teammates, Angela and Melissa, have been with Counselor for 14 and 12 years and will do everything possible to make sure Danielle stays “forever”, as well. He’s a little nutty about college basketball, golf, and several other sports. In addition, he loves taking beach and golf trips with his family and is an avid reader.Mark holds an Accounting degree from Virginia Commonwealth University as well as the CFP® and RICP® designations. He is life and health licensed in Virginia, has the 7 registration held through LPL Financial and the 66 registration held through both LPL Financial and Private Advisor Group.Connect with Mark:Twitter: @bleakleyvaMark@BleakleyVa.comwww.bleakleyva.comFor full disclosure statement, visit www.alphaarchitect.com/disclosures/
Finding Your Tribe with Ramona Maior pt. 2
10-06-2022
Finding Your Tribe with Ramona Maior pt. 2
Ramona has an incredible skillset for working through obstacles. On one side of the coin, this has been borne through many moments of struggle beginning in childhood. On the other side of the coin, Ramona chose to own her experience and became determined to continue to evolve into the person who has the space and freedom to bring her skills and passions to this world. "Life is not about waiting for the storm to pass... it is learning to dance in the rain."- Pema ChodronRamona Maior has always been passionate about serving others and making a positive impact on her community. From her service in the United States Navy, to her service as a financial advisor, Ramona advocates for financial literacy and good stewardship of wealth within all communities including women, minorities and LGBTQ+.With more than 10 years of financial services experience, Ramona seeks to build authentic relationships while implementing personalized investment plans, managing portfolios, and offering guidance on comprehensive financial planning topics.Ramona provides a holistic approach to life planning and financial coaching while uncovering her client’s ideal life goals, navigating their values and money beliefs, and evolving their behavior to pursue those dreams. Additionally, her skills include Sales Leadership, Change Management, and Emotional Intelligence.Her academic credentials include both a Bachelor’s degree in Business and a Master’s degree in Leadership from Grand Canyon University. She is a CERTIFIED FINANCIAL PLANNER™ Professional and holds Series 7, and 63 with LPL Financial, Series 65 with WCG Wealth Advisors, LLC, as well as her Arizona, California, Oregon and Washington State Life Insurance licenses.Ramona is a dedicated volunteer with Project Homeless Connect; Human Rights Campaign; United Way; Junior Achievement of Arizona and Southwest Behavioral & Health Services. In her spare time, she enjoys being in nature, meditation, traveling abroad, and reading.- CERTIFIED FINANCIAL PLANNER™ Professional- Personal CFO- Financial Coach- LGBTQ+, Financial, and Social Advocate- Veteran Affiliate- Mental Health Advocate- Special Needs Consultant- Holistic Wellness CoachTwitter: @ramonacfpwebsite: www.familywmg.comFor full disclosure statement, visit www.alphaarchitect.com/disclosures/
Finding Your Tribe with Ramona Maior
10-06-2022
Finding Your Tribe with Ramona Maior
Ramona has an incredible skillset for working through obstacles. On one side of the coin, this has been borne through many moments of struggle beginning in childhood. On the other side of the coin, Ramona chose to own her experience and became determined to continue to evolve into the person who has the space and freedom to bring her skills and passions to this world. "Life is not about waiting for the storm to pass... it is learning to dance in the rain."- Pema ChodronRamona Maior has always been passionate about serving others and making a positive impact on her community. From her service in the United States Navy, to her service as a financial advisor, Ramona advocates for financial literacy and good stewardship of wealth within all communities including women, minorities and LGBTQ+.With more than 10 years of financial services experience, Ramona seeks to build authentic relationships while implementing personalized investment plans, managing portfolios, and offering guidance on comprehensive financial planning topics.Ramona provides a holistic approach to life planning and financial coaching while uncovering her client’s ideal life goals, navigating their values and money beliefs, and evolving their behavior to pursue those dreams. Additionally, her skills include Sales Leadership, Change Management, and Emotional Intelligence.Her academic credentials include both a Bachelor’s degree in Business and a Master’s degree in Leadership from Grand Canyon University. She is a CERTIFIED FINANCIAL PLANNER™ Professional and holds Series 7, and 63 with LPL Financial, Series 65 with WCG Wealth Advisors, LLC, as well as her Arizona, California, Oregon and Washington State Life Insurance licenses.Ramona is a dedicated volunteer with Project Homeless Connect; Human Rights Campaign; United Way; Junior Achievement of Arizona and Southwest Behavioral & Health Services. In her spare time, she enjoys being in nature, meditation, traveling abroad, and reading.- CERTIFIED FINANCIAL PLANNER™ Professional- Personal CFO- Financial Coach- LGBTQ+, Financial, and Social Advocate- Veteran Affiliate- Mental Health Advocate- Special Needs Consultant- Holistic Wellness CoachTwitter: @ramonacfpwebsite: www.familywmg.comFor full disclosure statement, visit www.alphaarchitect.com/disclosures/
Welcoming Imposter Syndrome with Carl Richards pt 2
21-05-2022
Welcoming Imposter Syndrome with Carl Richards pt 2
This is pt. 2 of a 2 part series, so make sure you listen to part 1 as well! As crazy as it seems, the best way to deal with imposter syndrome may be to welcome it. Listen in as Carl Richards shares how the imposter nearly wrecked, but then ultimately catalyzed his career as a creator, speaker, author and influencer in the world of finance. Here's a little about my guest today: Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin).His sketches have appeared in a solo show at the Kimball Art Center in Park City, Utah as well as other showings at Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the globe.Find Carl on social media here:https://www.linkedin.com/in/thinkingcarlhttps://twitter.com/behaviorgapFor full disclosure statement, visit www.alphaarchitect.com/disclosures/
Welcoming Imposter Syndrome with Carl Richards pt 1
21-05-2022
Welcoming Imposter Syndrome with Carl Richards pt 1
As crazy as it seems, the best way to deal with imposter syndrome may be to welcome it. Listen in as Carl Richards shares how the imposter nearly wrecked, but then ultimately catalyzed his career as a creator, speaker, author and influencer in the world of finance. A little about my guest today! Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin).His sketches have appeared in a solo show at the Kimball Art Center in Park City, Utah as well as other showings at Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the globe.Find Carl on social media here:https://www.linkedin.com/in/thinkingcarlhttps://twitter.com/behaviorgapFor full disclosure statement, visit www.alphaarchitect.com/disclosures/
Trusting Yourself To Do The Damn Thing With Danika Waddell
06-05-2022
Trusting Yourself To Do The Damn Thing With Danika Waddell
In this episode, I talked with Danika Waddell, a Certified Financial Planner who focuses her time on helping women step into their power and build confidence in managing money. Danika’s venture into finance, though it seems fated, had many moments of frustration that eventually led to her deciding that the career risk of entrepreneurship was actually far less than the career risk of working for someone else.Show Notes:1) "The Investor's Paradox" by Brian Portnoyhttps://www.amazon.com/Investors-Paradox-Simplicity-Overwhelming-Choice/dp/113727848X2) XY Planning Networkhttps://www.xyplanningnetwork.com/From early on, Danika's family set the tone for having money conversations, even with our closest family and friends.After receiving a BA in Mathematics and spending 15 years in various accounting roles, Danika realized that, although she was good with the technical side of money, she was longing for more of those money conversations. So she decided to pursue the CFP® designation and change careers, and after a few years of working for someone else, founded Xena Financial Planning in the middle of the 2020 pandemic. Danika focuses her practice on women and especially loves to help her clients develop plans around unique lifestyles, business development, and equity compensation.She and her husband and two daughters love traveling, skiing, mountains, pets, and anything else that comes with an adventure. www.xenafp.comhttps://www.morningstar.com/articles/1063164/articleTwitter - @danikawLinkedIn - Danika B Waddell, CFP, RLP, CLSPFor full disclosure statement, visit www.alphaarchitect.com/disclosures/
Successes Happen When You Just Keep Showing Up With Treyton DeVore
29-04-2022
Successes Happen When You Just Keep Showing Up With Treyton DeVore
Treyton has persisted through difficult moments (like having his car stolen) in the quest to build a financial planning business. He may be one of the best "creators" in the financial services space, but listen to his story and you'll find out that none of that would've been possible without an incredible work ethic and willingness to just keep showing up. Links from the show:https://www.amazon.com/SPEED-TRUST-Thing-Changes-Everything/dp/1416549005https://www.artofmanliness.com/career-wealth/career/so-you-want-my-job-financial-planner/https://www.kitces.com/blog/setting-up-an-ria-and-starting-a-new-financial-planning-practice-on-less-than-10000/https://www.kitces.com/blog/category/17-nerds-eye-view/https://www.justincastelli.io/blog/the-genesis-of-allstreet-wealthhttps://www.treytondevore.com/post/introducing-the-crypto-guidehttps://www.certifieddigital.org/Treyton is a financial planner, writer, creator, and the co-founder of AllStreet Wealth.?After earning a Business Finance & Marketing degree while playing baseball at McPherson College, Treyton has spent all of his time throughout his young career in the financial services industry. With a passion for helping others, he made his way into financial planning with one mission:Make financial advice more accessible for our generationWhen he's not trying to change the perception of the financial industry, you can find him at a local skatepark, trying new restaurants, writing, or snapping pictures in Kansas City.www.treytondevore.com www.allstreetwealth.comTwitter - @treytonwritesInstagram - @treytondevoreLinkedIn - Treyton DeVore, CDAAFor full disclosure statement, visit www.alphaarchitect.com/disclosures/
Successes Happen When You Just Keep Showing Up With Treyton DeVore Part One
29-04-2022
Successes Happen When You Just Keep Showing Up With Treyton DeVore Part One
Treyton has persisted through difficult moments (like having his car stolen) in the quest to build a financial planning business. He may be one of the best "creators" in the financial services space, but listen to his story and you'll find out that none of that would've been possible without an incredible work ethic and willingness to just keep showing up. Links from the show:https://www.amazon.com/SPEED-TRUST-Thing-Changes-Everything/dp/1416549005https://www.artofmanliness.com/career-wealth/career/so-you-want-my-job-financial-planner/https://www.kitces.com/blog/setting-up-an-ria-and-starting-a-new-financial-planning-practice-on-less-than-10000/https://www.kitces.com/blog/category/17-nerds-eye-view/https://www.justincastelli.io/blog/the-genesis-of-allstreet-wealthhttps://www.treytondevore.com/post/introducing-the-crypto-guidehttps://www.certifieddigital.org/Treyton is a financial planner, writer, creator, and the co-founder of AllStreet Wealth.?After earning a Business Finance & Marketing degree while playing baseball at McPherson College, Treyton has spent all of his time throughout his young career in the financial services industry. With a passion for helping others, he made his way into financial planning with one mission:Make financial advice more accessible for our generationWhen he's not trying to change the perception of the financial industry, you can find him at a local skatepark, trying new restaurants, writing, or snapping pictures in Kansas City.www.treytondevore.com www.allstreetwealth.comTwitter - @treytonwritesInstagram - @treytondevoreLinkedIn - Treyton DeVore, CDAAFor full disclosure statement, visit www.alphaarchitect.com/disclosures/
Making Money Matter with Ryan Krueger
26-04-2022
Making Money Matter with Ryan Krueger
Ryan is one of those people that improves your life a little more every time you meet him. So, this podcast was partly a chance for me to do just that.There are SO many moments in this conversation where I paused and tried to tuck his wisdom away in a place I'd never forget it. Through family and life and business, Ryan has relentlessly pursued this idea of staying curious. And I'm absolutely certain that that quality has given him more opportunities than most people will have in an entire lifetime. It applies to the whole spectrum of life - the good moments AND the hard moments. Miss this episode and you'll miss a gift, no doubt.Ryan is the Co-Founder and CEO of Freedom Day Solutions, a private wealth management firm in Houston, Texas centered around the idea of determining and preparing for their client's "freedom day" - AKA the day when multiple streams of income exceed all expenses (needs and wants), and can last until the age of 100+. Last year, Ryan further developed this concept into a publicly traded ETF.Ryan describes himself on Twitter as a portfolio manager, a Wall St. escapee, a "Smuggler of Goods," and a dad of 5 in the memory making business.As an extension of his firm's culture, Ryan and his team developed the "GRIN-dex" - an index for peace of mind, which he believes is found when you finally know the answer to exactly “How Much is Enough?”www.freedomdaysolutions.comFor full disclosure statement, visit www.alphaarchitect.com/disclosures/