Interview

1071: Senior Living Solutions: Planning for Comfortable Aging in Place with President of Care Right Inc. Annalee Kruger

March 22, 2024

What do you think your golden years will look like, or how will you manage if your loved ones need more care than you can provide? It's a reality we all face but often push to the back of our minds, preferring to deal with it "someday." Yet, the truth is that aging and caregiving are parts of life that deserve our attention now, not when we're overwhelmed by the demands they bring.

Annalee Kruger is an Elder Planning Specialist and the author of "The Invisible Patient." She has over 35 years of experience working in the senior living industry, including as a social worker and executive director in Continuing Care Retirement Communities (CCRCs). Annalee is the founder of Care Right Inc., a company that helps families navigate the complex world of senior care and caregiving through facilitated family meetings, aging planning, and education. Today, Annalee discusses the challenges of caregiver burnout and the importance of creating an aging plan to ensure the best possible outcomes for families and their elderly loved ones. She shares her personal experiences and the importance of having essential documents like a living will and power of attorney readily available in case of emergencies.

Quotes

“If you want to have a say in your care and what happens to you, you need to think about it and get clarity on what quality of life means to you. It's ideal to document it and have an attorney write up these documents.” – Annalee Kruger

“Aging doesn't make us younger; we need to stay ahead by keeping our documents in order and having family meetings. Understand what care options are available, how to pay for care, and the cost of care, so you can make informed decisions now instead of during a crisis. This helps prevent feeling overwhelmed when the time comes.” – Annalee Kruger

“Caregiving, aging, and dementia progression can be more positive with an aging plan. It helps when you work together as a family, understand the disease process your loved one has, and recognize that everyone is doing their best.”– Annalee Kruger

Takeaways

09:08 Dealing with a crisis situation is much more overwhelming when you don't have a plan in place. Planning ahead and getting your affairs in order can help ensure the best possible outcomes for you and your family.

13:44 Having a comprehensive "Grab and Go" binder with important documents and information can be a lifesaver in an emergency situation.

20:26 Seeking expert guidance and support is crucial when navigating complex issues like elder care and estate planning. Relying solely on online resources may not be enough to make informed decisions.

31:18 Having an aging plan in place can turn the caregiving experience into a more positive one, as it allows families to work together, understand the disease process, and make informed decisions about care options and finances.

Resources

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1070: Your Startup’s Future: Building and Scaling High-Impact Businesses with Feras Alhlou

March 22, 2024

Have you ever been unsure about your career, thinking about starting your own business? It's a tough path, full of unknowns and difficulties that many avoid. But it's the struggles that shape you, the failures that fortify you, and ultimately, it's your vision and perseverance that will carve out your success.

Feras Alhlou is an entrepreneur who has founded, grown, and sold multiple businesses in Silicon Valley and abroad, scaling them from zero revenue to seven and eight figures. In this episode, Feras discusses his entrepreneurial journey, including the challenges he faced when starting his first business after being laid off, the importance of planning and preparation before taking the entrepreneurial leap, and the keys to building a successful and sellable business. He also shares insights on the mindset and skills required for entrepreneurship, as well as the rewards and difficulties of the entrepreneurial path.

Quotes

“One mistake I see almost all business owners make, and in a way they're proud of it, is that they don't learn from others. They think they can do it all on their own.” – Feras Alhlou

“Life is not just about being happy. It's about being honorable, useful, and compassionate.” – Feras Alhlou

“Share your wealth and knowledge. Be there for others. We need it in our families, society, and country. Living with purpose and a life of service can benefit everyone.”– Feras Alhlou

Takeaways

03:01 Plan ahead and do thorough research before starting a new business. The best time to launch a business is when you have the stability of an existing job, not when you're forced to due to a layoff or major life event.

11:18 Entrepreneurship requires resilience, hard work, and a willingness to learn new skills beyond your technical expertise, such as sales, marketing, and communication.

12:42 Pivoting and learning from mistakes are crucial to the entrepreneurial journey. Successful entrepreneurs are often those who are willing to adapt and try new approaches.

15:12 Building a solid business with consistent year-over-year growth in revenue and profits is key to maximizing the value when selling a company.

21:42 Entrepreneurship is not for everyone, but for those willing to put in the effort, it can be a highly rewarding path, both financially and personally.

Resources

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1069: Thrive as a Dental Entrepreneur through Teamwork and Faith with Bestselling Author Tim McNeely

March 21, 2024

Having a clear vision for your life goals is essential for navigating the journey toward fulfillment. It provides direction, motivation, and a sense of purpose in daily actions and decisions. With a defined vision, anyone can pursue their aspirations with confidence and resilience, paving the way for meaningful achievements.

Tim McNeely is a dental marketing expert and personal CFO to dental entrepreneurs who want to maximize their net worth. As someone who is married to a dentist, McNeely has a unique understanding of the challenges dentists face in building and exiting their practices. Today, McNeely discusses his passion for helping seven and eight-figure dental entrepreneurs build lives of significance by focusing on smart money choices, tax mitigation, asset transfer, protection, and supporting the causes they care about.

Quotes

“Dentistry as a whole has grown and matured into a great industry.” – Tim McNeely

“A very small percentage of people have taken the time to craft a vivid vision. The beauty is that it's a living document—you can adjust and work on it. You need something guiding you to where you want to go.” – Tim McNeely

“One of the phrases that has become powerful in my prayers is, ‘Lord, I give everyone and everything to you.’ At the end of the day, I work as hard as I can, but I must leave the results up to God.”– Tim McNeely

Takeaways

00:51 Effective financial planning for dental practices requires a holistic, stress-testing approach that addresses key concerns around taxes, asset protection, and wealth transfer to the next generation.

02:45 Clarity and vision are essential for dental entrepreneurs to achieve their goals and build a thriving legacy.

06:00 Navigating personal and professional challenges, such as a career-threatening disability, can be overcome through strategic planning and a strong support system.

11:02 Dentists looking to exit their practices within 10 years can benefit from working with an expert who provides advanced planning strategies to minimize taxes and maximize the value of the business.

25:39 Faith and a willingness to surrender control can be powerful guiding principles for dental entrepreneurs as they navigate the complexities of running a successful practice.

Resources

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1068: Embrace Ordinary People through Extraordinary Experiences with Podcast Host Brian McCoach

March 21, 2024

Valuing ordinary people with extraordinary experiences broadens our perspectives and reminds us of the remarkable resilience within everyone. Their narratives offer insights into empathy, perseverance, and the impact of human connections. Recognizing and honoring these individuals nurtures a culture of inclusivity, where every story is acknowledged and cherished for its unique contribution to our collective journey.

Brian McCoach is the host of the weekly podcast "Wild, Weird, and Sometimes Normal," where he shares the unique experiences and perspectives of a diverse array of guests. As a family man and self-published author, Brian has a passion for creativity, exploring the extraordinary in the ordinary, and giving a voice to those with captivating personal stories. Today, Brian discusses his journey into podcasting, sharing how the pandemic provided an opportunity for him to start sharing the stories of people with firsthand experiences in areas like the paranormal, UFOs, and overcoming health challenges.

Quotes

“The pandemic provided a great opportunity for me to stop making excuses and to not let technology seem so intimidating.” – Brian McCoach

“I don't want to be in an echo chamber of everybody just thinking like I do. I want to hear the nonsense of ‘Why does Bigfoot exist?’” – Brian McCoach

“I found myself self-censoring more if I'm not sure about the crowd I'm around. It's nice to eavesdrop and hear differing opinions that you might not hear on the news.”– Brian McCoach

Takeaways

12:17 Blending fact and fiction, or drawing inspiration from real-world events and technologies, can lead to engaging and thought-provoking creative works, whether in writing, podcasting, or other mediums.

14:20 Embracing the nostalgia and camaraderie of casual conversations, like those had during high school lunch periods, can provide a sense of connection and community that may be lacking in adulthood.

21:55 Balancing structure and rules with a sense of fun and randomness can make creative pursuits more rewarding, as it allows for both the satisfaction of accomplishing goals and the excitement of unexpected outcomes.

Resources

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1067: Declutter Your Way to Happiness with Organizing and Efficiency Expert Kristin MacRae

March 20, 2024

Getting organized is key to reducing stress and improving productivity. Decluttering spaces and prioritizing tasks can help anyone create a sense of order and control in their lives. This allows for better focus, efficiency, and ultimately, a more balanced lifestyle.

Kristin MacRae is an award-winning organizing and efficiency expert who has been helping people declutter their homes and businesses for over 12 years. As the founder of kristinmacrae.com, she specializes in guiding clients through customized organizing systems that not only transform physical spaces, but also streamline routines and boost productivity. Today, Kristin discusses her unique approach to tackling disorganization, from emptying out entire rooms to testing new storage solutions, all with the goal of helping her clients save time, money, and reduce stress.

Quotes

“I want to discuss how you want to function going forward. It's much easier to do that once we declutter and look at your empty space. Then, you can have a very clear picture of how you want to function in that space.” – Kristin MacRae

“I like my clients to work with the systems we create for three months and tweak them to work better for you. If they're not working, let's switch it up. Maybe that wasn't the right spot for it.” – Kristin MacRae

“I help people get organized in their homes and businesses, save time and money, decrease stress levels, and become more efficient and productive.”– Kristin MacRae

Takeaways

03:28 Understanding the client's current pain points and how they want to function in their space is crucial for an effective organizing solution.

06:46 Maintaining organization requires ongoing adjustment and revisiting systems, not just a one-time fix.

13:35 Overcoming mental blocks and self-sabotaging behaviors is as important as the physical organizing process.

19:20 Successful organizing can have unexpected benefits, like improved mood and overall wellbeing.

24:06 Decluttering and organizing can lead to significant time and cost savings for the client.

Resources

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1066: Stop Overcomplicating PR with Veracity Founder and Author Amy Rosenberg

March 20, 2024

Building meaningful relationships and increasing visibility requires cutting through PR complexity. By prioritizing authenticity and genuine connections, individuals can forge lasting bonds and resonate with their audience. Simplifying communication and focusing on transparency enable individuals to establish trust and stand out in a crowded landscape.

Amy Rosenberg is the founder and president of Veracity Agency, a PR firm based in Portland, Oregon that specializes in B2B SEO, e-commerce PR, and corporate responsibility initiatives. With over 15 years of experience in the industry, she has established herself as an expert in simplifying the often-complex world of public relations. Today, Amy discusses her unique approach to PR, emphasizing the importance of making it more accessible and actionable for businesses of all sizes. She shares strategies for creating a 12-month PR plan, leveraging content to build authority and relationships, and prioritizing efforts to achieve maximum impact.

Quotes

“Many people can do PR, and there are various ways to integrate it into marketing. I want to make it simpler.” – Amy Rosenberg

“Less is more. Even when making plans, if I have a blank month, that's actually okay.” – Amy Rosenberg

“Many newer people in the industry, or those with a new company, often think about where they can be. But you're exactly where you need to be right now, and this moment will get you where you want to be in the future.”– Amy Rosenberg

Takeaways

07:19 Understanding the difference between experience and expertise is crucial in demonstrating thought leadership online.

11:30 Creating a content plan and calendar is essential for executing an effective PR strategy. Mapping out key events, announcements, and topics 12 months in advance provides structure and focus.

15:39 Prioritizing and limiting the number of ideas or initiatives is important to avoid getting overwhelmed. Focusing on 1-3 key topics per month and creating systems around content creation and promotion can help maintain consistency.

25:45 Embracing where you are in your PR and marketing journey, rather than constantly striving for the next level, can be a valuable mindset. The progress you make in the present will propel you forward.

Resources

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1065: Master Legal Writing and Leverage Through Storytelling with Legal Writing Expert Brendan Kenny

March 19, 2024

Is unexpected legal writing overwhelming your law practice? As a solo lawyer, have you ever found yourself stressed by a last-minute motion or brief that takes away from client focus? Making legal topics enjoyable and turning them into convincing arguments can be challenging. But with the proper writing process and storytelling methods, you can overcome this obstacle and succeed.

Brendan Kenny is a seasoned litigator with over 17 years of experience navigating complex cases in state, federal, and appellate courts. As a sought-after speaker and writer on legal persuasion, he brings a unique perspective to the art of legal writing. Today, Brendan shares his insights on embracing failure as a path to growth, leveraging storytelling techniques to engage readers, and navigating the challenges and opportunities presented by AI tools like ChatGPT. He also discusses the importance of overcoming challenges and viewing failure as a valuable learning experience.

Quotes

“There's no such thing as failure; there are only failed strategies.” – Brendan Kenny

“Ideals are inherently motivating and energizing, and the highest ideal is building bonds with others.” – Brendan Kenny

“I've always experienced having real challenges, and as a result, they create something to overcome.”– Brendan Kenny

Takeaways

01:06 Embracing failure as a valuable learning experience can be a powerful engine for growth and improvement, especially in the context of legal writing.

07:13 Incorporating ethos, pathos, and logos into legal writing is crucial for creating compelling arguments that engage the reader and maintain credibility.

12:05 Following a structured writing process, even if it feels unnatural, can help overcome obstacles and produce high-quality work, especially when combined with the strategic use of AI tools.

22:41 Providing legal writing services to small and solo law firms can be a valuable solution for overworked attorneys who need to address unexpected writing tasks without disrupting their workflow.

29:42 Focusing on building connections and bonds with others can be the most motivating and fulfilling aspect of one's work, regardless of the field.

Resources

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1064: Solve Problems, Help People, And Increase Your Sales with Author & Consultant Luis Báez

March 19, 2024

Are you frustrated by your sales performance but like you've tried everything? Growing your revenue consistently is challenging for any business owner. But there's good news! You can break through your current limitations and leave average results behind. Discover a proven method to turn challenges into triumphs and convert even the toughest leads into loyal customers. Say goodbye to excuses and hello to sustainable growth and financial freedom.

Luis Báez is a global "revenue enablement" leader, author, speaker, and consultant who specializes in helping individuals and organizations reach their highest potential. With a background as an elite enterprise sales rep, Luis now leverages his record-breaking experience to diagnose and transform the sales operations of his clients. Today, Luis discusses his holistic approach to sales coaching, which goes beyond just tactics and techniques. He shares insights on developing the right mindsets, inspiring self-motivation, and building sustainable sales cultures.

Quotes

“Let go of the attachment that every conversation must result in a sale. Instead, step in as a consultant and help the person.” – Luis Báez

“You're too smart to use excuses. So, ask questions, get help, hire resources—do whatever it takes to make a smarter decision.” – Luis Báez

“You don't need to sell someone on everything. Just offer the two or three problems you can immediately solve. Let that person enjoy the delightful surprise and have longevity in their investment.”– Luis Báez

Takeaways

07:33 Stop selling and instead step in as a consultant to help the customer make an informed decision.

10:28 Balance the pressure to hit metrics with a methodical, buyer-focused approach.

14:06 Slowing down to thoroughly understand the customer's buying process, decision-making criteria, and any psychological hurdles they may have is essential to closing deals successfully. Leaving nothing to assumption is key.

18:40 Avoiding overselling and instead focusing on the 2-3 key problems you can immediately solve for the customer is crucial. Overwhelming them with technical details or features they don't care about will only push them away.

24:23 Eliminate excuses and take action to make smarter decisions.

Resources

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1063: Introverted Entrepreneurial Success with Speaker & Author Matthew Pollard

March 18, 2024

Are you an introverted entrepreneur finding it hard to reach out to clients in this noisy online world? Don't worry. Many others doubt themselves, too, especially in challenging fields like sales and management. But with determination and creativity, you can break through these barriers and start growing your business quickly.

Matthew Pollard is the “Rapid Growth Guy” and founder of Introvert U. As a successful entrepreneur responsible for building five multimillion-dollar businesses, Matthew has a unique understanding of the challenges introverts face in marketing, sales, and networking. Through his bestselling books, online training programs, and high-energy presentations, he empowers introverted business owners to leverage their natural strengths and achieve rapid, meaningful growth. Today, Matthew discusses the power of introversion in entrepreneurship and business. He shares his personal journey from struggling student to serial entrepreneur and reveals the strategies he developed to overcome self-doubt and build a thriving career.

Quotes

“If it doesn't exist, create it for yourself. Live in ‘what if,’ have a willingness to do the work, and, more importantly, take responsibility.” – Matthew Pollard

“Our path to success is just different from that of an extrovert, and let's face it, extroverts have their own burdens to bear.” – Matthew Pollard

“There's nothing wrong with being an introvert. Many people say, ‘Oh, I'm a recovering introvert’ or ‘I was an introvert, but don't worry, I'm not anymore.’ You can't change who you are.” – Matthew Pollard

Takeaways

03:12 Introverts can absolutely succeed in sales, networking, and entrepreneurship, but their path may look different than extroverts. The key is to leverage your natural strengths rather than trying to become someone you're not.

14:02 Taking responsibility for your own growth and development, rather than making excuses, is crucial for overcoming self-doubt and achieving success as an introvert. This includes being willing to do the necessary work, even if it's uncomfortable.

18:57 Crafting an authentic, compelling personal brand and message is essential for introverted entrepreneurs to stand out in a noisy, digital world.

26:37 Introverts should embrace their personality type and stop thinking there is something wrong with them. Many of the most successful people in business and entrepreneurship are introverts who have learned to leverage their unique strengths.

Resources

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1062: Boost Your Brand with Audio: Market Audio Content with Media Entrepreneur David Wolf

March 18, 2024

Perhaps you've considered sharing your thoughts via audiobooks or podcasts but hesitated due to uncertainties or resource constraints. However, your distinctive voice is crucial in a world that values authenticity. A consistent marketing strategy across various platforms can help promote your audio content and garner the recognition it deserves.

David Wolf is the founder of Audivita Studios, a company that specializes in audiobook and podcast production. With a background as a longtime music composer and producer, David has transitioned into the world of media entrepreneurship, helping clients bring their message to market through high-quality audio content. Today, David discusses the process of remote audiobook recording, highlighting the importance of coaching authors to bring out their authentic voice and connect with their audience. He also shares insights into Audivita's podcast production services, which focus on customization and production quality to meet the diverse needs of their clients.

Quotes

“The process of doing the recording is as important, or more so, than the final product. Because out of that, something magical happens.” – David Wolf

“Find joy in the work you do. Discover what you love and integrate those things.” – David Wolf

“You just have to step back. I practice meditation, and when I started about seven years ago, it gave me perspective on these sorts of things.” – David Wolf

Takeaways

01:16 The unintended impact of Audivita's work on their own employees and the world is just as important as the impact on their external clients. Wolfe didn't anticipate how rewarding it would be to build a team and scale a business.

06:40 The process of recording audiobooks is as important, if not more so, than the final product. Coaching authors to deliver an authentic, connective performance is crucial for serving their audience and growing their brand.

08:43 Audivita offers several options to address price sensitivity for audiobook production, including recording linearly, pricing by the word, cloning the author's voice, and using abridged versions - each with its own tradeoffs.

16:33 While Audivita focuses on high-quality audio and video production for podcasts, they've found it's best to leave the marketing and promotion to their clients, as that's not their core expertise.

18:12 Consistent, multi-channel promotion is essential for the success of both audiobooks and podcasts. Authors and podcasters may need to spend as much on marketing as they did on the content creation itself.

Resources

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