EPISODE SUMMARY Marek Omilian is the Managing Director at Value Prism Consulting, a professional services company based out of Seattle, Washington that values company’s assets and does business case consulting. Marek has been in this field of work for over 25 years and in part two of this two part interview, we talk about the assets he invests in, life …
Accept That Your Relationship with Money Has Changed
Now that you’re on the journey of saving for that dream lifestyle, it’s time to accept that your relationship with money is different than it was when you were hustling to grow the business. We’ve gone down the road of separating business spending from personal spending, but now it’s time to realize that the way you spend and save has …
Podcast Episode 74: Building and Assessing Value While Creating Autonomy Part 1
EPISODE SUMMARY Marek Omilian is the Managing Director at Value Prism Consulting, a professional services company based out of Seattle, Washington that values companies assets and does business case consulting. Marek has been in this field of work for over 25 years and in part one of this two part interview, we talk about valuations and he gives us some …
Podcast Episode 73: Bombings, Leadership, and Cultural Capability
EPISODE SUMMARY Kari Granger teaches leadership around the globe and consults with executives and organizations on performance. She has a Masters Degree in Leadership and taught leadership at the Airforce Academy. In 2005 she took on a leadership role in Iraq where she helped turn around an ineffective culture in record time and set mission ready records that left her …
When $22.5 Million Is Not Enough
Have you ever considered what it would be like to be considered “rich”? Don’t be fooled by those who appear rich. All too often, those you see as rich are not balance sheet wealthy, or to put it plainly, they’re broke. Watch the video below that demonstrates why, in some cases, $22.5 million dollars may not be enough to sustain …
Where Entrepreneurs Fail: They Have No Idea How to Spend Money
This might sound laughable, but far too many entrepreneurs and business leaders have no idea how to spend money. Here’s what I mean: you’re used to spending large amounts on your business, signing off on international flights and new equipment for your staff. Four digits, five digits, six digits … so long as it’s helping the business produce more, you’re …
Podcast Episode 72: Getting It Right Before It All Goes Wrong with Cory Shepherd, Author of Cape Not Required
EPISODE SUMMARY In this episode I sit down with Cory Shepherd, author of, Cape Not Required, and President of Sound Financial Group to talk about the importance of the different ways to protect yourself and your assets in the event of an unforeseen life changing event. For more information visit: cape.sfgwa.com WHAT WAS COVERED 02:35 – His new book, Cape …
Basics of Finance: Rebalancing
Here is part 7 in our Basics of Finance Video Series on Rebalancing Your Portfolio. Why would you need to rebalance your portfolio? Is risk tolerance a consideration? How should you set up your asset allocation model? Sound Financial Group President (now CEO) Paul Adams shares the answers to some frequently asked questions about rebalancing your investment portfolio.
Understand What You Know (and what you don’t)
Once you’ve taken stock in what it takes to get to your dream lifestyle, you need to take account of your own personal strengths and weaknesses. You’ve gotten to where you are by emphasizing your strengths, often glossing over your weaknesses. If you’re finally ready to accept the fact that you do not know everything, it’s time to move forward. …
Podcast Episode 71: Culture, Values, and Leadership with Becu CEO, Benson Porter
EPISODE SUMMARY The first loan at Boeing Employees Credit Union (BECU) was a $2.50 tool loan funded by its 18 members in order to help new employees of the Boeing organization acquire the tools they needed to do their job. That was 85 years ago. Today, BECU is the fourth largest credit union in the country, has over one million …