Archive for August 2018

163-Info From the Room

We discuss how the Jocko Willink podcast http://jockopodcast.com has had an influence on us recently. Cover and move, in business you need cover to have a backup. Decentralized command – we discussed this back on episode 125 with Trevor Parry – there has been an evolution of levels of command/management – having confidence in your…

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162-Acting as a Guide Through the Financial Plan Process

Today we are talking about being a guide in the investment world. History doesn’t always repeat, however, it often it rhymes.  With 30 years experience, you see some cycles.   How does this all fit?  What opportunities are out there?  What are your strengths? We discuss what a “diversified alternative” fund is.  “It doesn’t look…

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161 – Positive Accounting – with Joti

Today our guest is Joti from Positive Accounting. It is important to have a stable foundation for your bookkeeping.  A good first step, it is important to have an accounting database for managing your finances and setting yourself up for success.  As you grow, you can outsource this.  Having a cloud based system is ideal,…

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160 – National Service Dogs – with Danielle Forbes

Today our guest is Danielle Forbes from National Service Dogs. They work with children with autism, Veterans with PTSD, as well as first-responders.  They started as a program providing service dogs for autism 22 years.  They were the first program to develop this type of program for autism.  They found that the dogs would also…

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159 – Podcasts – with Alexander Maxwell

Today our guest is Alexander Maxwell, he was on the show in March with his father Robert Maxwell of TGT Solutions. Alexander is starting his own podcast, called the Future Curve, his guests will be business leaders and niche markets.  He is looking for people in niche industries to interview.   There are many different…

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