
Hosted by Dr. Travis Parry · EN

Travis Parry interviews John Nebeker, a financial advisor and founder of TFB Strategies LLC, about the Family Bank system. John discusses his journey from working with his father to founding TFB Strategies and writing "The Family Bank: The Key to Generational Wealth." He explains how the Family Bank uses trusts, life insurance, and real estate to manage and grow wealth across generations, emphasizing the importance of financial education and accountability. John contrasts successful families like the Rockefellers with the Vanderbilts, highlighting the benefits of structured financial planning. He also shares personal anecdotes on teaching financial responsibility to his children. Important Disclosure John Nebeker is a financial advisor with Eagle Strategies LLC, a registered investment advisor. John's comments today are for information purposes only. He and Eagle Strategies LLC and its affiliates do not provide tax, legal, or accounting advice. Listeners to this podcast should consult their own professional advisor before making any planning related decisions

In this episode, Dr. Travis Parry interviews Chris Dufresne, a seasoned expert in digital marketing and consumer experience. Chris shares his journey from working at Target and Alina Health to founding Vital Way Digital, a digital experience agency focused on helping purpose-driven organizations. The conversation explores the importance of supportive relationships in business, the need for authenticity in marketing, and the role of storytelling in connecting with clients. Chris emphasizes the significance of building genuine relationships, using social media positively, and integrating work and life in a post-COVID world.

In this conversation, Dr. Travis Parry interviews Dan Metcalfe, a performance coach and author, who shares his incredible journey from being a professional athlete to a performer and ultimately a coach. Dan discusses the pivotal moments in his life, including overcoming paralysis and brain injury, and how these experiences shaped his understanding of resilience and the brain's potential. He emphasizes the importance of addressing limiting beliefs, making decisive choices, and creating a supportive environment for personal growth. Dan provides actionable steps for listeners to transform their lives and tap into their full potential.

Carol Chiarito, a financial advisor, transitioned from pension planning to senior planning after her mother moved in with her. She emphasized the importance of early planning for senior care, noting that 87% of seniors need long-term care. Carol discussed various financial tools like long-term care group policies, annuities with long-term care riders, and life insurance with long-term care riders. She highlighted the need for family discussions and planning, especially for business owners, to avoid disruptions. Join us as we discuss how helping your senior parents in one of the missing pieces of your financial plan!

Cory Carlson is a Coach, Speaker, and Author. His first book released in June 2019 titled, Win at Home First, and is an inspirational guide for work-life balance. His book was Amazon's #1 New Release in 3 Categories and listed in FORBES as ‘7 Books Everyone On Your Team Should Read’. Cory just released his second book, Rise and Go. This book is a resource to help leaders get back up quicker after getting knocked down from the challenges of leadership and life. He hosts the leadership podcast, Win at Home First, a Top 1.5% global podcast per ListenNotes. Cory Carlson and Travis Parry discuss their similar business models and personal experiences. Cory shares his transition from corporate to entrepreneurship, emphasizing the importance of balance and family. He highlights his books "Winning at Home First" and "Rise and Go," focusing on identity, marriage, parenting, and work. Cory and Travis discuss the significance of involving spouses in business and financial decisions, using prayer and open communication to align their goals. They also touch on the benefits of ClickFunnels for business operations and the challenges of maintaining community engagement. Both stress the importance of taking small, actionable steps towards achieving balance and success.

The Conclusion Chapter to "Marry and Grow Rich" Audiobook. In this chapter I summarize the entire book, including the Balanced Growth Method and the steps to 10X your business while keeping your balance!

The most important part of getting on the same page financially is setting shared financial goals. This is the step-by-step process to set up your goals together as a couple. Once you have this set up you are on the fastrack to achieving your financial goals together.

Most couples don't set goals: if they do they set them incorrectly! Couples need to connect their individual and shared values to create SMART and shared goals. This chapter will focus on how to turn your shared values into SMART values-based goals for your relationship and your money that you both agree on.

The key to making Couple Development work is having shared values. Shared values are at the root of couples thoughts and ideas about their marriage and their money. Before you set shared goals about money it's vital to know what your spouse thinks and feels about it. This chapter dives deep into how couples can discover their shared values so they can begin to take action toward achieving their goals together!

This chapter focuses on the vital concept of teamwork for both at work and with your spouse. I explain the concept of "Getting off the field" and how becoming a Thought Leader will catapult your business growth. I also detail the concept of Dedication to your marriage and how this concept is the key to growing while keeping your balance!