We sit down with Adam Kus, President and Portfolio Manager at Libertas Wealth Management Group Inc. Adam shares his inspiring journey from aspiring doctor to leading a successful financial advisory firm. He discusses the lessons learned from guiding clients through market crashes and the importance of resilience in investing. Join us as we explore Adam's unique investment strategies and insights on achieving financial freedom in today's unpredictable economy.

You can hear the full episode on Thursday, October 9th

In this enlightening episode, we welcome Kevin Gutman, a senior mortgage broker and reverse mortgage specialist with over 21 years of experience in the industry. Kevin shares his journey from a nonprofit career to the mortgage sector, emphasizing the importance of understanding home financing options for seniors. He provides valuable insights on common mortgage pitfalls, the advantages of working with mortgage brokers, and practical strategies to save money and pay off loans faster. Dive into the world of reverse mortgages, learn how they can benefit seniors, and discover the myths surrounding them. This episode is a treasure trove of actionable advice for homeowners looking to secure their financial future!

Chapters:

(04:35) Working with a mortgage broker can save money on your mortgage

(08:30) Reverse mortgages have been around since 1961

(15:33) What is a reverse mortgage, and how does it work

(27:08) compound interest when it comes to mortgages

(36:06) A Reverse Mortgage Changed My Life about senior homeowners

Sponsored by:

BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgP

Kevin Guttman bio:

Kevin is a senior mortgage broker, reverse mortgage specialist, and four-time Amazon best-selling author, including the book A Reverse Mortgage Changed My Life.

He brings a wealth of knowledge, integrity, and a people-first approach to senior home financing. With a deep commitment to helping senior homeowners understand their options. Kevin focuses on simplifying the home loan process while prioritizing transparency and convenience.

With over 21 years of experience in mortgages, reverse mortgages, and real estate investments, Kevin offers actionable insights and relatable stories that resonate well with seniors and their families.

As one of only 218 certified reverse mortgage professionals in the country, Kevin has over 1,005 five-star reviews and an A rating from the Better Business Bureau. He's a proud member of the National Association of Mortgage Brokers and the National Reverse Mortgage Lenders Association.

His background includes growing up in a real estate family, earning three master's degrees, and a strong track record of client referrals and repeat business, which comprise 85% of his work

Connect with Kevin:

https://reversemortgagerevolution.com

Kevin Gutman, a senior mortgage broker and reverse mortgage specialist with over 21 years of experience in the industry. Kevin shares his journey from a nonprofit career to the mortgage sector, emphasizing the importance of understanding home financing options for seniors. He provides valuable insights on common mortgage pitfalls, the advantages of working with mortgage brokers, and practical strategies to save money and pay off loans faster. Dive into the world of reverse mortgages, learn how they can benefit seniors, and discover the myths surrounding them. This episode is a treasure trove of actionable advice for homeowners looking to secure their financial future!

You can hear the full episode on Thursday, october 2nd

In this episode, we are joined by Isilay Cabuk, an inspiring executive leader and personal growth coach. Isilay shares her remarkable journey from being a nurse practitioner in Istanbul to navigating the fast-paced world of Wall Street and ultimately finding her passion in coaching. We explore her challenges along the way, her insights on overcoming mindset blocks, and the importance of being present in our lives. Discover how Isilay's unique experiences shaped her coaching philosophy and how you can apply her lessons to your journey!

Chapters:

(04:17) Who is Isilay

(15:09) The greatest lessons

(16:30) Adapting to New York culture while retaining Turkish roots

(21:09) The biggest mindset blocks and challenges people face

(31:19) Immigration from Turkey to America

(41:47) coaching

Sponsored by:

BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgP

Isilay Cabuk bio:

Isilay Cabuk is an executive leadership and personal growth coach based in New York, dedicated to empowering individuals to transform their dreams into reality through courage and determination. With a passion for helping people unlock their potential, Isilay partners with leaders and business executives to align their lives with their core values and achieve meaningful success.

Before founding her coaching practice, Isilay built a diverse career as a Registered Nurse in Istanbul, Turkey, and later in the finance sector. This multidisciplinary background gives her a unique perspective, enabling her to approach challenges with insight and versatility. Her holistic approach and commitment to fostering growth make her a trusted guide for those seeking to live boldly and purposefully.

Connect with Isilay:

https://www.isilaycabuk.com

In this episode, we are joined by Isilay Cabuk, an inspiring executive leader and personal growth coach. Isilay shares her remarkable journey from being a nurse practitioner in Istanbul to navigating the fast-paced world of Wall Street and ultimately finding her passion in coaching. We explore her challenges along the way, her insights on overcoming mindset blocks, and the importance of being present in our lives. Discover how Isilay's unique experiences shaped her coaching philosophy and how you can apply her lessons to your journey!

You can hear the full episode on Thursday, September 25th

In this episode, we welcome Janna Scott, the visionary founder of Defy Tax, a pioneering platform that simplifies cryptocurrency tax reporting. Janna shares her journey from Germany to the U.S., highlighting her commitment to improving the accuracy and reliability of crypto tax solutions.

With insights from her extensive research and collaboration with regulatory bodies, she discusses the challenges faced by crypto traders and the importance of accurate reporting. Discover how Defy Tax is setting new standards in the industry and empowering users to navigate the complexities of cryptocurrency taxes confidently.

Chapters:

(01:26) Who is Janna Scott?

(03:23) Cetera Box helps people understand their financials before tax season.

(10:01) Chainalysis helping IRS trace crypto.

(16:15) Features on blockchain are what are causing the IRS to refuse to use cryptocurrency.

(28:36) The future of cryptocurrency

(39:06) Cryptocurrency taxes and auditing

Sponsored by:

BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgP

Janna Scott bio:

Janna Scott is the founder and visionary behind DeFi Tax, a groundbreaking platform designed to bring clarity and compliance to the complex world of cryptocurrency tax reporting. With a career rooted in precision and innovation, Janna’s journey began in December 2021 when her accounting clients raised concerns about the accuracy and reliability of existing crypto tax solutions. Driven by her commitment to excellence, she embarked on a rigorous two-year research initiative, collaborating with leading institutions like the SEC, IRS, and prominent universities to uncover and address gaps in crypto tax compliance.

Janna’s work has set a new standard in the industry, earning recognition from regulatory bodies and academic experts alike. DeFi Tax is now celebrated for its audit-ready reporting, direct blockchain data integration, and user-centric approach. By combining her expertise with a deep understanding of the

evolving financial landscape, Janna has made it her mission to empower individuals, businesses, and institutions to navigate cryptocurrency taxes confidently. Her dedication to precision, transparency, and client protection continues to shape the future of crypto tax compliance.

Connect with Janna:

https://www.linkedin.com/company/defitax/posts/?feedView=all

In this episode, we welcome Janna Scott, the visionary founder of Defy Tax, a pioneering platform that simplifies cryptocurrency tax reporting. Janna shares her journey from Germany to the U.S., highlighting her commitment to improving the accuracy and reliability of crypto tax solutions.

You can hear the full episode on Thursday, September 18th

In this episode, we welcome Anmol Singh, founder of Live Traders and author of "Prepping for Success." Anmol shares his incredible journey from a shy college student in London to a successful trader in New York City. He discusses the emotional challenges of trading, the importance of discipline, and how to create a successful trading plan. Anmol also dives into the world of cryptocurrency, the future of investing, and the essence of the American dream. Don't miss this insightful conversation filled with valuable lessons for aspiring traders and investors!

Chapters:

(13:21) What is the average person's biggest challenge in the stock market?

(17:57) Find a mentor to help you with the basics.

(20:14) Cryptocurrency and trading in crypto.

(28:43) 90% of cryptocurrencies will eventually go to zero.

(32:59) What is your idea of the American dream? And what does it entail?

Sponsored by:

BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgP

Peter Murphy Lewis bio:

Anmol is the founder of Live Traders, a collaboration of professional traders. As a trader, investor, and author of Prepping for Success, Anmol Singh knows all about riding the emotional roller coaster of the stock market.

The difference between profit and loss often comes down to understanding how to make logical, fast decisions based on constantly changing data. Anil and his team at Live Traders show people how to execute trades, review different scenarios, and, most importantly, keep their emotions in check when the stakes are high. Anmol has been trading since his college dorm days when he saved enough money to start multiple franchises legally and move to America.

By age 22, he was well-established as a successful trader. He has been featured in major media outlets, including Business Insider, Forbes, and International Business Times.

Connect with Peter:

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

https://x.com/deltaninety

https://www.facebook.com/anmolsc

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

https://www.livetraders.com