Bill Bloom

Retire As You Desire

Business EN ↓ 120 episodes

Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for yo...

Be sure to visit the podcast's website and support the creator: www.bloomfinancialco.com

Author

Bill Bloom

Category

Business

Podcast website

www.bloomfinancialco.com

Latest episode

Nov 1, 2024

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Episodes

The Value of Your Time with Mark Fujiwara Part 2 16.03.2023

In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life.   Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, a...

The Value of Your Time with Mark Fujiwara Part 1 13.03.2023

In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life.   Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, a...

The Life of a Visionary Entrepreneur with Chris Ross Part 2 09.03.2023

In today’s episode, Bill chats with the Founder and CEO of Winject Studios, Chris Ross. They talk about what Chris has been up to these days, his business ventures, and how he keeps his business growing. He also shares how he focuses on the positive aspect of being a visionary entrepreneur despite the many challenges he faces and how he deals with having haters.   Creator of several top-rated show...

The Life of a Visionary Entrepreneur with Chris Ross Part 1 06.03.2023

In today’s episode, Bill chats with the Founder and CEO of Winject Studios, Chris Ross. They talk about what Chris has been up to these days, his business ventures, and how he keeps his business growing. He also shares how he focuses on the positive aspect of being a visionary entrepreneur despite the many challenges he faces and how he deals with having haters.   Creator of several top-rated show...

The Effect of Burnout with Manuel Astruc Part 2 02.03.2023

Burnout is a relatively new term for a fairly common experience. It’s more than just feeling a little “stressed out” because if left unchecked, it can show up as physical, mental, and emotional illness — and can have some pretty devastating impacts down the road. In this episode, Bill talks with a Psychiatrist and Coach, Dr. Manuel Astruc MD. They talk about how he started in his field and how he...

The Effect of Burnout with Manuel Astruc Part 1 27.02.2023

Burnout is a relatively new term for a fairly common experience. It’s more than just feeling a little “stressed out” because if left unchecked, it can show up as physical, mental, and emotional illness — and can have some pretty devastating impacts down the road. In this episode, Bill talks with a Psychiatrist and Coach, Dr. Manuel Astruc MD. They talk about how he started in his field and how he...

Fuel Your Company with Great Teamwork with Shannon Waller Part 2 23.02.2023

In today’s episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights about teamwork and the success that she’s gained from working with entrepreneurs and their teams over the years.   As a coa...

Fuel Your Company with Great Teamwork with Shannon Waller Part 1 20.02.2023

In today’s episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights about teamwork and the success that she’s gained from working with entrepreneurs and their teams over the years.   As a coa...

Why Is It Important To Find Collaborators with Dave Zumpano Part 2 16.02.2023

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price W...

Why Is It Important To Find Collaborators with Dave Zumpano Part 1 13.02.2023

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price W...

The WinBack Program with Dan Pfister Part 2 09.02.2023

In this episode, Bill talks with the Co-Founder of The Business Resource and Founder of WinBack Labs, Dan Pfister. They talk about Dan’s entrepreneurial journey of losing many clients in 2016, getting them back, and using that experience to help businesses get returns on their past clients.   Dan Pfister has been a marketer for over two decades and has spent thousands of hours testing and implemen...

The WinBack Program with Dan Pfister Part 1 06.02.2023

In this episode, Bill talks with the Co-Founder of The Business Resource and Founder of WinBack Labs, Dan Pfister. They talk about Dan’s entrepreneurial journey of losing many clients in 2016, getting them back, and using that experience to help businesses get returns on their past clients.   Dan Pfister has been a marketer for over two decades and has spent thousands of hours testing and implemen...

When Value Begets Value with Yakup Özkardes-Cheung Part 2 02.02.2023

In this episode, Bill invited Entrepreneur, Content Marketing Manager, and one of the pioneers in the Content Creation industry, Yakup Özkardes-Cheung. They talked about his journey in the industry, the projects he’s currently working on, and the importance of giving value to people so you can receive value as well.   Yakup started as a journalist and worked for different newspapers, TV stations,...

When Value Begets Value with Yakup Özkardes-Cheung Part 1 30.01.2023

In this episode, Bill invited Entrepreneur, Content Marketing Manager, and one of the pioneers in the Content Creation industry, Yakup Özkardes-Cheung. They talked about his journey in the industry, the projects he’s currently working on, and the importance of giving value to people so you can receive value as well.   Yakup started as a journalist and worked for different newspapers, TV stations,...

The Art of Improvisation with Erin Diehl Part 2 26.01.2023

When you find your voice, you don't find something new inside of you; instead, you find a little more of yourself. That’s what our guest for today helps her clients “get comfortable with the uncomfortable.” CEO and Founder of Improve It! Erin Diehl shares how she helped countless individuals find their voice through the art of improvisation.   Erin Diehl is a graduate of Clemson University and for...

The Art of Improvisation with Erin Diehl Part 1 23.01.2023

When you find your voice, you don't find something new inside of you; instead, you find a little more of yourself. That’s what our guest for today helps her clients “get comfortable with the uncomfortable.” CEO and Founder of Improve It! Erin Diehl shares how she helped countless individuals find their voice through the art of improvisation.   Erin Diehl is a graduate of Clemson University and for...

Become A Successful Startup with Jose Ochoa Part 2 19.01.2023

Today Bill is joined by the Co-Founder and CEO of Global Containers and Custom Packaging Inc. and the Founder of Reikoku Consulting, Jose Ochoa. They talk about Jose’s entrepreneurship journey and what made him start his businesses. He also shares some advice for people looking to start their businesses.   José Ochoa is an award-winning Mexican-American entrepreneur, engineer, and business innovat...

Become A Successful Startup with Jose Ochoa Part 1 16.01.2023

Today Bill is joined by the Co-Founder and CEO of Global Containers and Custom Packaging Inc. and the Founder of Reikoku Consulting, Jose Ochoa. They talk about Jose’s entrepreneurship journey and what made him start his businesses. He also shares some advice for people looking to start their businesses.   José Ochoa is an award-winning Mexican-American entrepreneur, engineer, and business innovat...

Successfully Overcoming ADHD with André Brisson Part 2 12.01.2023

Overcoming any diagnosis is difficult. Imagine doing that after living with undiagnosed symptoms all your life, much like Andre Brisson, who lived with undiagnosed ADHD for 40 years and a large part of his journey as an entrepreneur. Today host Bill Bloom lets Andre share how he overcame his diagnosis and changed his routine, habits, and life through thorough research. We need to spread the storie...

Successfully Overcoming ADHD with André Brisson Part 1 09.01.2023

Overcoming any diagnosis is difficult. Imagine doing that after living with undiagnosed symptoms all your life, much like Andre Brisson, who lived with undiagnosed ADHD for 40 years and a large part of his journey as an entrepreneur. Today host Bill Bloom lets Andre share how he overcame his diagnosis and changed his routine, habits, and life through thorough research. We need to spread the storie...

The Value of Small Incremental Changes with Ken Joslin Part 2 05.01.2023

In today's episode, Bill talks with the Coach, Author, and CEO of GROW STACK DRIVE brand, Ken Joslin. They dive deeper into the importance of having a strong network and how it evolved for him. He also talks about the Grow Stack Drive event.   CEO of the Ken Joslin Team & the GROW STACK DRIVE brand, Ken is a former Pastor turned Coach as well as a real estate professional. Ken Joslin is a driven l...

The Value of Small Incremental Changes with Ken Joslin Part 1 02.01.2023

Today, Bill talks with the Coach, Author, and CEO of GROW STACK DRIVE brand, Ken Joslin. They talk about how Ken has changed his life in 90 days, lost a lot of weight in 18 months, and grew his network. Ken also shares his core values and discipline about daily small incremental changes in his life.   CEO of the Ken Joslin Team & the GROW STACK DRIVE brand, Ken is a former Pastor turned Coach as w...

How Do You Grow Your Team Effectively with Damon Burton 29.12.2022

In today’s episode, Bill talks with Author and Founder of SEO National, Damon Burton. They talk about Damon’s entrepreneurial journey of 15 years and how he rapidly grew his employees from 15 to 60 in just a matter of months. When companies are now shifting everything online, his expertise is more important than ever in helping businesses thrive. If you are a brand-new entrepreneur or a seasoned,...

Do You Know What Your Unique Ability Is? with Julia Waller 26.12.2022

Today Bill is joined by Julia Waller, a Team Leader, and Unique Ability Coach at Strategic Coach. They talk about how people can find their own unique abilities and how Julia can help them with it through her coaching.   Julia Waller is a team leader and Unique Ability® coach with Strategic Coach®, an organization focused on helping highly successful entrepreneurs and their teams to expand their e...

How Core Values Affect Your Organization’s Health with Darius Mirshahzadeh Part 2 22.12.2022

Welcome back to part 2 of the Core Value Equation episode with Core Value Evangelist, Darius Mirshahzadeh. In this episode, he talks about his realization after publishing his book, the new project that he’s been working on, Scale M.A.P., and how he can help entrepreneurs scale their business through it.   Darius Mirshahzadeh is a high-growth CEO, serial entrepreneur, and culture-building mad scie...

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