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In this episode, we ask:
- Are you ready?
- What are the risks you take, just to live your life?
- What am I interested in now?
- How do you reach your financial milestones without taking unnecessary risks?
- What happens when risk goes up?
- What about outcomes?
- Who is determined to fail?
- What about speculating?
- Who is Tim Austin?
- What are the 9 steps?
- Where are you today?
- Did you know you can reach your financial milestones?
- Will you take an inventory of what’s working and what’s not working?
- Are you ready to review the inventory? What are some proposed solutions?
- Can you forgive yourself for all past and future financial missteps?
- What will you decide?
- What solutions will you implement?
- What needs review and what adjustments are needed?
- Who else needs help?
- How about listening?
- What’s working? What’s not working?
- What are the biggest aha moments?
- What might happen if….?
- Do you believe you have a bigger future within you?
- What is the After Action Review?
- What’s helping? What’s hurting?
- How might a third-party perspective bring value?
- What’s possible?
- What about self-doubt and self-forgiveness?
- What about implementation?
- Who are we grateful for?
- What about solutions and ongoing adjustments?
- Is there such a thing as a permanent financial plan?
- What if you lose your job?
- What if you move across the country?
- Humbly, what adjustments are needed?
- Who do you know who you want to feel the same way?
- What’s it like to send a simple email introduction?
- What did William Arthur Ward say?
- Would you like to meet with Mark?
Elan Moas, a seasoned financial advisor with over fifteen years in the industry, leverages his extensive experience and regulatory acumen to navigate the intricate world of universal life insurance. Holding multiple licenses including Series 6, 7, 63, 65, 2-15, and 2-20, Elan is a recognized advocate for ethical practices in financial advisory.
Brian Claus
Nick Prefontaine is a 3x best selling author and was named a top motivational speaker of 2022 in Yahoo Finance. He’s a Speaker, Founder and CEO of Common Goal. 
David C. Barnett has been working with small businesses for over 20 years. He’s helped them grow, he’s helped entrepreneurs buy and sell them, he’s helped people finance them. David is the author of 8 books about small business transactions and local investing. He’s the host of a YouTube channel with hundreds of videos about buying, selling, financing and managing SMEs and can be found anytime at his blog site 
Tanisha Souza, J.D., is an author, patent-holder, professional speaker, wealth and passive income coach, and entrepreneur. She has a passion for teaching people how to live their dreams by quickly building passive income without risk. Tanisha quit the practice of law after replacing her income with passive income from real estate, and she launched Tardus Wealth Strategies, a full-service wealth and passive income coaching firm. Tanisha studied and obtained her bachelor’s degree at U.C. Berkeley and obtained her juris doctorate from the U.S.C. Law School.
Max Brusky is an attorney specializing in civil litigation, particularly insurance defense, coverage, and subrogation. He is currently an “in-house” and Claims Director for a national trucking company. He is a happy husband to a happy (and brilliant, and understanding) wife, and the proud father of two, one in college, one almost in college. He currently lives in Chicago’s far west suburbs, but still considers himself a Wisconsin expatriate.