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Dawn talks with Melissa Hoyer, a CERTIFIED FINANCIAL PLANNER™ and a Life/Wealth Coach at The Wealth Conservancy, a company that works with inheritors who have complex financial circumstances and are fed up with being overwhelmed or unsure of what they actually have. Her mission is to empower clients to manage their wealth wisely in a way that matters most to them. Dawn and Melissa talk about the critical importance of planning for succession, the emotional and financial impact of business inheritance, and how thoughtful estate planning goes beyond simply writing a will.

Who is Melissa Hoyer and whom does she serve? (0:47)

Planning for Business Succession (0:18)

Understanding Inheritances and Estate Planning (2:09)

Preparing for a Smooth Transition (3:18)

The Importance of Early Planning (9:05)

Challenges of Inheriting a Business (13:19)

Empowering the Next Generation (19:36)

Conclusion and Contact Information (23:59)

Melissa Hoyer’s Information.

LinkedIn: https://www.linkedin.com/in/melissahoyer/

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Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies- https://dawnkkennedy.com/free/

In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/

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Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books

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Dawn talks with Damien Lupo, an entrepreneur who has founded over 70 companies and seeks to liberate a million people from financial bondage. Dawn and Damien talk about the concept of 'wishes and delicious delusions' and the dangers of living in a delusional state about business success and financial freedom. Key topics covered include the importance of distinguishing between passion and mission, the necessity of honesty with oneself, and the critical role of mentors and masterminds in personal and business growth.

Who is Damien Lupo and whom does he serve? (0:38)

Wishes and Delicious Delusions (1:43)

The Reality of Entrepreneurship (03:10)

How to find your North Star mission and align your actions with it. (5:02)

The Importance of Mentors and Masterminds (09:07)

Empowering Financial Freedom (10:38)

The Psychology of Judgment (13:11)

Starting Fresh: The Power of a Blank Slate (16:55)

Using zero-based thinking to rethink your life and business. (17:30)

The Three Cs: Credit Cards, Cash, and Calendar (18:22)

Breaking the Cycle of Stagnation (19:16)

Personal Accountability: Owning Your Actions (21:50)

Being honest about money and aligning your beliefs with your behavior. (26:49)

28:19 The Power of Commitment and Mentorship

28:56 Resources and Final Thoughts

Damien Lupo’s Information.

Website: https://damionlupo.com/

LinkedIn: https://www.linkedin.com/in/damionlupo

Facebook: https://www.facebook.com/damionlupoofficial/

Instagram: https://www.instagram.com/damion.lupo/

YouTube: https://www.youtube.com/c/damionlupo

Support the show

SUPPORT THE SHOW

Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies- https://dawnkkennedy.com/free/

In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/

Thanks for listening. If you liked what you heard and want more, please like us on Facebook https://www.facebook.com/dawnkkennedymentor

Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP

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Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books

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Dawn talks with Anmol Singh, a Stock Market Trader & Investor Based out of New York, Author of the Book Prepping For Success. Anmol is renowned for his expertise in the financial markets. He has a deep understanding of various trading strategies and techniques that have helped him achieve consistent success. Anmol has been featured in major financial news publications, including CNBC and Fox Business. Dawn and Anmol talk about different types of investors, including angel investors, seed investors, and active investors, and highlight the benefits and challenges of having an external investor in your business.

In this episode…

Who is Anmol Singh and whom does he serve? (00:45).

Understanding the different types of investors and what sets them apart. (1:22)

Key benefits of bringing in outside investors to help scale your business. (3:18)

Finding the Right Investor for Your Business (5:09)

What investors are really looking for when they evaluate a business. (8:04)

Common Misconceptions About Investors (17:56)

Final Advice and Conclusion (25:19)

Anmol Singh’s Information.

Website: https://anmol.net/

LinkedIn: https://www.linkedin.com/in/anmolsc/

Instagram:https://www.instagram.com/deltaninety/

Facebook:

https://www.facebook.com/DeltaNinety/

https://www.facebook.com/anmolsc/

Support the show

SUPPORT THE SHOW

Dawn’s Website: https://dawnkkennedy.com/

Links and Freebies- https://dawnkkennedy.com/free/

In-Depth Information, Tips, and Strategies- https://dawnkkennedy.com/blog/

Thanks for listening. If you liked what you heard and want more, please like us on Facebook https://www.facebook.com/dawnkkennedymentor

Subscribe to our Youtube Channel: https://youtube.com/@dawnkkennedyxo?si=DcRcjv7H0KN5_vFP

Follow us on Instagram https://www.instagram.com/dawnkkennedyxo

Order Dawn’s book, The Profit Accelerator for Small Business The Profit Accelerator for Small Business: Kennedy, Dawn: 9781736208601: Amazon.com: Books