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In this episode, we ask:
- Would you like to read our new book, The Business Fortress?
- Have you ever watched a rocket takeoff?
- What are the tools that I use?
- Have you read Atomic Habits by James Clear?
- What did the study in the journal of Applied Psychology say?
- How do small changes lead to a big impact?
- Have you read Mindset by Carol Dweck?
- What could you do instead?
- What is an After Action Review (AAR)?
- What could you do for 5 minutes every day?
- What is the K.I.S.S. principle?
- What will you keep?
- What will you improve?
- What will you start?
- What will you stop?
- What about DayOne or Notion?
- Would you like to share your AAR on the Not Your Average Financial Community?
- Would you like to get a full focus planner (Michael Hyatt’s Full Focus Store | Amazon)?
- What about using the Pomodoro method technique?
- What about apps like the Headspace Meditation app?
- What is the ICE Matrix?
- What about impact? How much will the idea contribute to your goals?
- What about confidence? How sure are you that this will succeed?
- What about ease? How simple or complicated is this to implement?
- Does this goal align with your values?
- What are the action items and takeaways?



David C. Barnett is a small business transaction expert based in Canada who works with entrepreneurs across the globe. Through online consulting, training programs, and valuation services, David helps business owners buy, sell, finance, and improve their companies. With over two decades of experience, he’s facilitated dozens of business deals and advised hundreds of clients worldwide.
Adam Zuckerman (JD/MBA) is the founder of Buried in Work, a leading resource that helps individuals, families, and businesses simplify estate planning and end-of-life tasks.
Grant Thompson works with families and their businesses nationwide. The
Matthew Shanlian is the Vice President of Lending for Crosscountry Mortgage, LLC. the Largest independent mortgage bank in the United States. For the past 15 years, he has focused on educating and supporting the financial services industry and their clients. Matthew travels the country to train financial professionals on Strategic Equity Planning for their clients. He believes that the having a plan for your home is paramount to a building wealth.
Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST.
Terri Lea Gardner
Amanda Neely is a CFP® (CERTIFIED FINANCIAL PLANNER®) professional and CEO of Wealth Wisdom Financial. She makes financial planning more accessible through podcasting and through developing personalized financial strategies for individuals and couples, as well as profitability strategies for small businesses. She works virtually to help everyday Americans all over the United States to create smart, stable financial futures.