The Money, Balance, Joy Podcast

Nov 04 2024 9 ep. 26 mins
The Money, Balance, Joy Podcast artwork

Our podcast was created because most non-financial and financial people don't have the fulfilling lives that they want and deserve.  We have great guests thanks to the professional praise for my book on Amazon, "Money, Balance, Joy - Improving Your Life Story".  Our guests can help you with one of three categories: 1. Money and Work; 2. Work/Life Balance; and 3. Joy and Happiness.

  Business  Health & Fitness
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Beating Presidential election & other emotions-based investment & life challenges.

Nov 04 2024 29 mins  
Michael Sakraida's guest is John Coyne, who is Chair of Ategenos Capital. This podcast is for individuals and financial advisors. Both will have a greater understanding of your journey for a Total Wealth life that Mike covered in his book, Money, Balance, Joy - Improving Your Life Story (Amazon). And both will feeling calmer and more optimistic about their lives than they've probab

Free help finding the right financial advisor for you

Aug 07 2024 46 mins  
Our guest, Pam Kreuger, is an expert at evaluating financial advisors and recommending the right one for each individual or couple. She is the founder and CEO of Wealthramp. For years she had her own financial news show, and currently hosts a critically acclaimed total wealth podcast for women. + It is difficult for individuals to evaluate financial advisors+ It is important to kno

You Can Have a 4-Day Workweek

Jun 07 2024 29 mins  
Our host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story, on Amazon. Charles Alexander, our guest, is THE top facilitator for helping professionals reduce their hours worked, while delighting their clients even more. And, yes, some of you can have a 4-day workweek! You are a key part of our conversation, where: 1. You'll learn the si

Advisors transitioning to the right firm

Jun 07 2024 22 mins  
Our host, Mike Sakraida, wrote the highly acclaimed Money, Balance, Joy - Improving Your Life Story book on Amazon. Mark Elzweig, our guest, is one of the best independent financial advisor recruiters in the United States. You are a key part of our conversation, where: 1. You'll learn the four proven steps to join the right firm for you; 2. You'll be able to capitalize on the "spor

Easy client referrals that work

Jun 07 2024 36 mins  
Our host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story on Amazon. Bill Cates, our guest, is THE expert on helping financial advisors and other professionals obtain a strong and steady stream of quality client referrals. You'll be the key part of an enjoyable conversation, where: 1. You will hear how you can be successful with clien

Business owners and advisors benefiting from outsourced CFO - Ryan Page & Backpocket CPA

Apr 19 2024 14 mins  
Our host, Mike Sakraida is the author of the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story on Amazon.This is a continuation of Michael Sakraida helping individuals, business owners, and financial advisors have more fulfilling and meaningful lives of money, balance, and joy. Our Guest, Ryan Page, is the owner of Backpocket CFO. He helps business owners have

Advisors Benefit significantly from best recruiters - Mark Elzweig

Apr 19 2024 21 mins  
(<22 mins) Your Host, Mike Sakraida wrote the highly acclaimed - by many advisors - book, Money, Balance, Joy - Improving Your Life Story on Amazon. This podcast episode's focus only is for financial advisors. Our Guest, Mark Elzweig helps advisors have their own fulfilling life of money, balance, and joy. This is the reason for today's podcast, with Mark. Mark is by far the bes

Overcoming Fear of Change for individuals and financial advisors - Mark Elzweig

Apr 19 2024 21 mins  
Our host, Mike Sakraida, is the author of the acclaimed book, Money, Balance, Joy - Improving Your Life Story on Amazon. Our guest, Mark Elzweig, will discuss a remarkably simple and effective way we can overcome our fear of change. This is for our personal as well as our work lives. And, best of all, Mark will help us get to effectively implementing that change.Podcast ResourcesMa

Volunteering In Your Community for Fulfillment with Michael Drennan

Apr 19 2024 18 mins  
Your host, Mike Sakraida, wrote the highly acclaimed book, Money, Balance, Joy - Improving Your Life Story on Amazon. Most people who are happy and fulfilled have some connection with their local or some other community. Volunteering is a great way to make such a connection, and bring more joy in your life. Our guest, Michael Drennan, was fortunate to learn this lesson early in his