Financial and retirement planning guidance from Sean Lee of Elevated Retirement Group in Salt Lake City, Utah.
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Financial and retirement planning guidance from Kansas City‘s Scott Dougan of Elevated Retirement Group. Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement. Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment ...
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Demetria Zinga is "your friendly content strategist" and has been a solopreneur for 20 years. On this show, she helps busy woman solopreneurs gain business clarity, build a soul-aligned brand and turn her "Profitable Passion into a Plan of Action"! She offers inspiration and encouragement for women to pursue her passions, elevate her business and monetize her message through content creation. Listen in as Demetria and her fabulous guests uncover practical business tips in a faith-inspired bu ...
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Podcast by Jamie and Larone
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A show for entrepreneurs who want to increase their profits. And since when did talking about money need to be boring?! The Profit First Podcast gets serious about money by having the most fun possible.
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The Elevated Coach is a weekly show for any coach who leads with their heart, is driven by impact and wants to play big. The episodes are a mix of solo episodes with your host Joel Burgess, interviews with coaches at the forefront of the industry and real-life coaching sessions around different areas of business, life and health. If you want to stake claim to your calling as a coach, and become more powerful and profitable, then tune into The Elevated Coach Podcast with Joel.
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Do you want to be a $50 million producer by this time next year?! Look no further than The Elevated Advisor Podcast, your ultimate resource for taking your financial advisory business to new heights! This dynamic podcast is packed with expert insights and proven strategies to help you boost your success, expand your client base, and stay ahead of the game in the fast-paced world of wealth management. Each episode delivers cutting-edge ideas and practical tips on topics like sales and marketi ...
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This Is Elevated Toes Podcast With Nigel and Mike Where We Discuss Mindfulness, Self-Improvement, Entrepreneurship, Culture and Music. We Learn As We Teach! Join Us In Our Quest For Growth!
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Stories about sex, love, and relationships, from an elevated view.
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We improve organisations’ performance by changing people's behaviour.
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The Elevated Entrepreneur Podcast is designed to help founders of B2B consulting & advisory businesses learn and implement habits, mindset and systems that help make the leap to successful CEO's of their businesses. With an episode every two weeks, you’ll also get to hear from experts, coaches and other entrepreneurs who have founded and scaled successful B2B consulting business around the world.
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On each episode we share the stories of people who've transformed their life to live in alignment with their true purpose. These stories are raw, real and remind you that you, too, can stop living for what everyone else thinks, and start living the life you were meant to live. Kay Cote is an up and coming as a professional speaker and entertainer who builds community based on mindfulness in action. After many years enduring chronic bullying as a child, Kay shares her story to inspire others ...
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To Inspire Growth and Effective Leadership development. Support this podcast: https://podcasters.spotify.com/pod/show/larry-green-jr/support
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Life could be like one giant video game, except instead of having the ability to acquire multiple lives, you only get one. Brandon at one point lived his life on the extreme edge, constantly flirting with a longer prison sentence or death. Everyone's story is unique and leads you to where you are today. Not a firm believer in coincidence, Brandon breaks down and shares some of the things he has encountered along the way. As well as the things that have helped him become what he is today. A h ...
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77. Content Creator Struggles: How to Keep Going When Motivation Fades
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17:41In this episode, I’m getting real about the ups and downs of content creation—because let’s be honest, consistency isn’t always easy! 🙃 I’m sharing my own struggles, lessons learned, and practical steps to stay on track without burning out. If you’ve ever felt stuck or overwhelmed, this one’s for you! Plus, I’ve got some actionable tips to help you…
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What Your Advisor CANNOT Do For You
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26:01Many people enter into a relationship with their financial advisor with unrealistic expectations, often believing they can control the uncontrollable. The reality is an advisor can provide great value, but they can’t help you with everything. Today it’s part two of our series on things your advisor can and can't do for you, and we’re going …
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Preparing for Life After a Career Change
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16:22It’s been a tumultuous start to 2025 in the job market as layoffs are happening across a number of different sectors. No matter how you feel about the state of things, it’s important to take the necessary steps to prepare if you’re worried about that possibility. We’re going to pull insights from the book Upgrade Your Path by Melissa Ceballos, PHR,…
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I Lost My Job… Then Built a Thriving Coaching Business in 6 Months
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16:54Connect with Ben here: https://www.linkedin.com/in/benjamin-debord-a5a40b137/ Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Ben DeBord is a leadership development coach based in Richmond, Virginia. He faced …
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76. How to Create a Customer Avatar That Transforms Your Marketing
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6:32In this episode, we're diving deep into how to identify your dream customer avatar so you can stop wasting time marketing to the wrong audience! I'll walk you through key strategies to understand exactly who your ideal customer is, what they need, and how to craft messaging that truly connects. Plus, I'll share real-world examples to help you refin…
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Coaching Demo: Separating The Two Selves
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30:04Connect with Alexandra: https://www.linkedin.com/in/alexandra-dodu/ Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Clarity on what holds you back can lead to empowerment. Self-sabotage often stems from deep-r…
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You’re Closer Than You Think—Here’s What to Do Next
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14:52Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: If you find yourself doing all the things, yet struggling, this video is for you. Many people experience a pattern of success followed by self-sabotage. Our nervou…
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The 3 Words That Will DOUBLE Your Coaching Revenue
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21:38Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Doubling revenue is possible with the right mindset. Control can hinder business progress if not managed. Balancing short-term and long-term goals is crucial. Work…
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Things Your Financial Advisor CAN Do For You
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28:42In the world of finance, the role of a financial advisor can often be misunderstood. Many individuals think that hiring a financial advisor is solely about investment management or picking stocks. However, the role of an advisor is multifaceted so understanding what they can and can't help you with will allow you to make more informed decisions. In…
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Dan Bolton: The Truth About 7-Figure Flow
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1:11:04Connect with Dan here: https://www.instagram.com/bolton/ Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Asking for help is a journey that requires vulnerability. Self-neglect can stem from a desire to help ot…
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FIRST £10K Month in 3.5 Weeks: The ONE Shift That Changed Everything
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12:40Connect with Avi here: https://www.instagram.com/a.visionnaire/ Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Avi Adroni helps creative entrepreneurs tap into an abundance mindset. Consistency in sales and s…
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75. The Ultimate Podcast Strategy to Grow Your Online Presence
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23:07In this episode of Her Business Elevated, I’m diving into the ultimate podcast strategy to help you grow your online presence with purpose and impact! I’ll walk you through the essential steps to crafting a strong content strategy for your podcast, from defining your goals and knowing your audience to creating content pillars and promoting your epi…
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What Do Proposed Trump Tariffs Mean For Your Portfolio?
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17:54The day President Trump took office, he announced plans to implement a 25 percent tariff on goods from Mexico and Canada. Additional tariff conversations have exploded since that day. What could these mean to your personal finances and the economy? Today, we’ll explain a bit of the backstory of tariffs and discuss the possible financial pros and co…
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Preparing for the Snowbird Lifestyle in Retirement
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16:33As winter approaches, many retirees are looking for ways to escape the cold, and snowbirding has become a popular solution. But what does it really entail? In this episode, Sean shares insights on the top destinations for snowbirds, including the sunny shores of Florida and the warm deserts of Arizona. Here’s what we discuss in this episode: 0:00 –…
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74. Creating Content Your Audience Will Love
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15:46Hey beautiful souls! In this episode of Her Business Elevated, I’m diving into how to create content your audience will love. I’ve been there—feeling like my content was all over the place and not really connecting with my audience. But once I got clear on who I was speaking to, everything changed. In this episode, I share my personal journey and g…
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The Five Love Languages of Financial Planning
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23:33In honor of Valentine’s Day, we’re going to talk about the five love languages made popular by author Gary Chapman. If you’re not familiar with them, they include acts of service, quality time, words of affirmation, gifts, and physical touch. Today we’ll tell you what those have to do with planning for retirement. You'll be surprised b…
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Why Amazing, Highly Qualified Coaches Who Deserve ALL The Success Struggle in Their Business… Clue
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12:43Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Many coaches struggle due to lack of business knowledge. Focusing on the wrong things can hinder success. Building a solid offer is crucial for growth. Investing i…
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How To Be So Good At Coaching Clients Stay With You For YEARS
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20:17Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Coaching success starts with self-awareness and inner work. Having a coach is essential for personal and professional growth. Seeing clients as their potential sel…
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You’re Not Authentic—You’re Just Scared to Sell
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16:43Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Authenticity is a skill that can be developed. Modeling others can help you find your unique voice. Embrace discomfort as part of the creative process. Volume in c…
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73. Too Shy To Network? Networking Tips & Strategies (for Introverts & Others!) with Melissa Snow
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19:26Networking doesn’t have to feel awkward or salesy—really! In this episode of Her Business Elevated, I chat with Melissa Snow, a business relationship strategist who’s on a mission to change the way we connect as entrepreneurs. She shares how to network like a human (not a salesy weirdo), tips for introverts, and how to create content that fosters r…
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What WATER Can Teach Us About Growing a Business and Living a Good Life ❤️
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16:13Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Humility is essential for personal and business growth. Laying low allows opportunities to come to you. Giving without expectation leads to abundance. Full immersi…
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Retirement Lessons from Andy Reid: Super Bowl-Worthy Financial Strategies
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16:08As we gear up for another Super Bowl featuring the Kansas City Chiefs, let's take a moment to appreciate one of the best coaches in the game, Andy Reid. Whether you’re planning the perfect play on the field or preparing for retirement, success comes down to strategy, discipline, and knowing when to adjust. Today, we’re breaking down some of Coach R…
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Baseball and retirement planning might have more in common than you think. Just as a solid batting average leads to a successful career, a steady financial plan can pave the way for a winning retirement. While it may be tempting to aim for high returns, a strategy focused on steady, incremental growth is often the key to lasting success. In this ep…
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The Secrets of a Successful CEO: Insights from Gregg Greenberg on Leadership and Growth
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31:28In this episode of The Elevated Advisor, we sit down with Gregg Greenberg to uncover the key traits and strategies that make a successful CEO. Gregg Greenberg shares the secrets he's learned from interviewing some of the most impactful leaders in business. This episode offers valuable insights for financial advisors who aspire to grow their own bus…
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If I Was to Build a Community From Scratch this is What I'd Do 👆 Ps If You Want the Magnetic
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31:37Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Building a community can drastically change your life. Sustainability and stability are crucial for coaching success. Selling the outcome is more effective than se…
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72. How To Pick the Perfect Content Type for Your Solopreneur Biz
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18:11🎙️ In this episode of Her Business Elevated, we’re diving into the world of content creation and tackling the question: What’s the right content type for your business? From blogging and podcasting to video, I’m breaking down how to choose a format that aligns with your passions, connects with your audience, and fits into your lifestyle. Plus, I’m …
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How I Manifested My Dream Life with These 8 Steps [ZERO Effort]
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42:37Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Manifestation is about who you are, not what you do. Trying too hard can push your desires away. Emptiness is crucial for effective manifestation. Aligning with co…
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Spending It All: Retirement Planning for the Ultimate Lifestyle Goal
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21:50Everyone views their retirement differently, and there’s a segment of the population that wants to live life to the fullest. If they could build the perfect plan, that last check they write would barely clear the bank. For those that don’t want to leave a large legacy and would rather spend down their assets over their lifetime, we’ll talk about ho…
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Compassion Creates Clients [Ask Yourself THIS Everyday]
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11:27Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Building a coaching business is fundamentally simple. Struggles often stem from forgetting the core purpose of coaching. Selfless service leads to fulfillment and …
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71. SEO Hacks to Elevate Your Business
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12:01In this episode of Her Business Elevated, I’m sharing powerful SEO tips that can transform your business by improving your website’s visibility and driving traffic. Whether you’re just starting out or looking to fine-tune your strategy, I’ll walk you through actionable steps like keyword research, optimizing your content, creating user-friendly URL…
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How Do You Find Your Retirement Number?
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11:52Chasing that magic number in retirement can be pretty anxiety-inducing. Many in the financial industry get fixated on saving and saving to reach this gigantic number, but there’s so much more detail that goes into figuring out what you will need to support your lifestyle. Today we’re going to tell you what goes into finding that financial independe…
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4 Budget Friendly Retirement Activities
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16:02Retirement doesn’t have to break the bank, but with the rising costs of living, it can be tough to stay within your budget. It’s essential to find affordable ways to live life so if you’re looking to cut back on expenses, we have four budget-friendly activities that will keep you entertained without breaking the bank. In this episode, we'll discuss…
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The Best of The Elevated Advisor: Top Insights and Strategies from Our Most Impactful Episodes
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20:50In this special episode of The Elevated Advisor, we’re bringing you the best moments from our most powerful episodes. Tune in to hear top insights, success stories, and actionable strategies from our expert guests—each one offering valuable lessons to elevate your financial advisory practice. Whether you're looking to boost your client relationship…
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The Snowbird Retirement: Is a Seasonal Move Right for You?
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17:12As the cold winds of winter sweep across the Midwest, many retirees find themselves yearning for a change of scenery—a warmer, sunnier place to call home during the colder months. Enter the snowbird lifestyle, a popular choice for those looking to escape the harsh winter climate and embrace a more temperate environment. In this show, we explore the…
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70. Boost Your Productivity as a Solopreneur
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11:45In this episode of Her Business Elevated, I’m diving into self-care and productivity for solopreneurs, sharing personal stories from my early days juggling homeschooling, business, and family life. I’ll walk you through practical strategies like prioritizing needle-moving tasks, creating a content calendar, using tools like Trello and Google Calend…
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69. Why I Don’t Copy Other Creators: The Secret to Authentic Success
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14:15In this episode of Her Business Elevated, I’m sharing why staying true to your unique voice is the key to standing out as a content creator. I’ll dive into why copying others isn’t sustainable, how to connect authentically with your audience, and the freedom that comes from embracing your individuality. Plus, I’ll share practical tips on building t…
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Retirement Crisis Sparks Unlikely Agreement Between Democrats and Republicans
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14:47Maybe the biggest news of the new year is that Democrats and Republicans actually agree on something. The stats show that around 80% of people on both sides believe that the nation is facing a retirement crisis. So what are the biggest problem areas and how do we correct them? This video will dive into results from a recent survey that reveal a vas…
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Maximize Your Social Security Benefits: A Real Life Case Study
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18:44Everyone wants to know how to maximize their Social Security benefits. It’s a question that comes up nearly every time we meet with someone. While the simple answer is to wait as long as possible to get the largest monthly benefit, the strategy that you should choose needs to take your entire financial picture into account. In this episode, we’re g…
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68. Facing the Fear of Putting Yourself Out There
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12:49In this episode, we're diving into the common fear that holds so many content creators back: the fear of putting yourself out there. Whether it’s fear of judgment, comparison, or perfectionism, it’s time to push past the anxiety and start creating. I’ll share practical tips on how to embrace imperfection, focus on providing value, and gain the conf…
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Will Social Security Benefits Be Slashed 40% For High-Income Earners?
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13:55In today’s episode, Scott breaks down a recent Social Security solvency proposal that suggests a 40% reduction in benefits for high-income earners. Proposed by the American Enterprise Institute, this plan targets wealthier individuals to bear the brunt of reductions, allowing lower-income retirees to face less drastic cuts. Scott weighs in on wheth…
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67. From Lonely to Thriving: Building Connections as a Solopreneur
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6:41Feeling isolated as a solopreneur? You’re not alone! In this episode, we explore the challenges of loneliness in solo business ventures and share actionable strategies to build meaningful connections. Learn how to expand your network, collaborate with like-minded professionals, and create a support system that helps you thrive personally and profes…
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From Strangers to Clients in Days: Cracking The Connection Code
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35:33Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Authenticity is key to successful coaching. Connection with clients starts with self-connection. The three levels of connection are heart, head, and hands. Empathy…
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5 Tax Strategies to Save You Money in Retirement
16:36
16:36
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16:36Retirement planning is more than just saving money; it's about making your savings last as long as you do. Today Scott is going to share five crucial tax strategies that can significantly impact your financial future. Here’s what we cover in this episode: 0:00 – Intro 1:19 – Why tax planning is critical to today’s retirement plan. 3:13 – Roth conve…
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66. Life (& Holiday) Balance Hacks for Busy Content Creators
14:39
14:39
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14:39In this episode of Her Business Elevated, I’m sharing my top three tips to help you stay consistent with your content creation, even when life gets busy. From dropping perfectionism to batching and scheduling like a pro, and repurposing your existing content, these strategies will keep your brand growing without the overwhelm. Plus, I’m excited to …
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$1 to $5 Million Saved – Should I Change Advisors?
17:24
17:24
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17:24In this show, we explore why people in this financial bracket often rethink their strategy and discuss key topics like tax planning, withdrawal strategies, and income guardrails. With more at stake and no room for mistakes, the importance of having a skilled team to guide you through retirement is greater than ever. Here’s what we cover in this epi…
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Five Steps To Improve Your Financial Success Score
12:07
12:07
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12:07How confident are you in your financial strategy? Are you feeling strong enough to rate it an 8, 9, or 10? This week, we're going to dive into what it takes to gain that confidence by sharing the five areas to help you improve your financial success. Here’s what we discuss in this episode: 0:00 – Intro 2:20 – You know where your money is going to c…
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65. Why Evergreen Content is the Key to Sustainable Business Growth
17:55
17:55
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17:55In this episode of Her Business Elevated, we dive deep into the power of Evergreen Content and how it can transform your content strategy.You’ll learn: What Evergreen Content is and why it’s the foundation of long-term content marketing success. The importance of Evergreen Content for driving consistent traffic, improving SEO, and building a strong…
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The #1 Mistake Coaches Make When Choosing Their Niche
13:25
13:25
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13:25Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: If you're struggling with messaging, this video is for you. Understanding what your audience truly wants is crucial. Many coaches project their own needs onto thei…
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Transform Your Business in 4 Weeks (The Art of Connection)
33:06
33:06
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33:06Connect with Joel here: https://www.instagram.com/coach.joel.burgess/ https://www.linkedin.com/in/coachjoelburgess/ https://www.youtube.com/@coach.joel.burgess Key takeaways: Many coaches struggle with marketing and feel misaligned. Authentic marketing is about sharing who you are. Connection is more important than numbers in coaching. …
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From Reflection to Action | Your Blueprint for Q4 and Vision for 2025
23:27
23:27
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23:27This episodes quote: "Success is not final, failure is not fatal: It is the courage to continue that counts." – Winston Churchill” I love this time of year where we get to reflect, refocus, and re strategize for the new year! This episode we talk about three main focus points: Main Focus 1: Reflect to Refocus Main Focus 2: Build Momentum to Finish …
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