Bill Bloom
Retire As You Desire
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
Podcast website
Latest episode
Nov 1, 2024
Where to listen?
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Episodes
The Power of Mastering Money with Scott Donnell (Part 1) 19.09.2022 14:48
Today Bill talks with Serial Entrepreneur and the Founder of GravyStack, Apex Leadership Co., and Hapbee, Scott Donnell. They talk about Scott’s journey from wanting to sell his company and sail into the sunset to changing his mind about it and starting a few more businesses with just his vision and passion. Scott Donnell is the CEO at Hapbee Technologies, Inc, and a business leader who has dedi...
Living Beyond Just Work with Lamarr Lark (Part 2) 15.09.2022 13:31
In today’s episode, Bill is joined by Entrepreneur Lamarr Lark to talk about what it’s like to live life on purpose and according to plan. They talk about how at the age of 25, Lamarr vowed that after age 50, he would no longer be part of corporate America. So at 48, he left that cushy corporate life to start his journey of starting his own business. They also talk about how his faith played a lar...
Living Beyond Just Work with Lamarr Lark (Part 1) 12.09.2022 29:46
In today’s episode, Bill is joined by Entrepreneur Lamarr Lark to talk about what it’s like to live life on purpose and according to plan. They talk about how at the age of 25, Lamarr vowed that after age 50, he would no longer be part of corporate America. So at 48, he left that cushy corporate life to start his journey of starting his own business. They also talk about how his faith played a lar...
How To Take A Month Worth Of Free Days With André Brisson 08.09.2022 35:18
In this episode, Bill talks with his dear friend, Podcaster, Engineer, and Entrepreneur André Brisson, about how he will go on a month-long sabbatical and why it’s important to do so. They also talk about André’s hobbies and passion and how he takes care of himself by taking time to do them. André also encourages everyone to take that break from work to do the things they love. André Brisson, P....
The Beginning of Greatness with Devon Harris 05.09.2022 12:15
In today’s episode, Bill talks with a good friend, three-time Olympian, Speaker, and Author, Devon Harris, about how and where he started, setting big goals, and developing the right mindset. Devon also shares how he accomplished goal after goal and still pushes for his dream to inspire others to reach for theirs by speaking about his life and journey on stage. Born on Christmas Day, 1964, Devon...
Turning Your Intellectual Property Into a Company with Keegan Caldwell 01.09.2022 37:15
In this part 2 episode, Bill is joined once again by the Founder and Managing Partner of Caldwell Intellectual Property Law, Keegan Caldwell. Today they talk more about intellectual property, creating and applying for patents, and how you can use them. Keegan also shares what keeps him motivated to take action daily. Dr. Caldwell has extensive and diverse experience with advising clients from in...
Family Business with Adrian Madero 29.08.2022 19:37
Bill welcomes Adrian Madero of Surmesur. They speak about Adrian growing up in the family business, starting his own business, and how he sets big goals. Not only that, but Adrian also shares his thoughts on using clothes to create lasting first impressions and how important it is to reward yourself after hitting your goals and reaching your milestones. Nowadays, innovation and competitive advan...
Your Thoughts Could Be Worth Millions with Keegan Caldwell 25.08.2022 44:19
Today Bill is joined by the Founder and Managing Partner of Caldwell Intellectual Property Law, Keegan Caldwell. They talk about intellectual property law, how Keegan started in the industry, and what made him get into it. He also shares his journey from childhood, the Marine corps, and finally making the first step to his success. Dr. Caldwell has extensive and diverse experience with advising...
How to Create Something from Nothing with Charlie Epstein 22.08.2022 43:12
Most of us reach a crossroads in our life and then feel the need to choose one path to follow or the other. Not for today’s guest, though! In today’s episode, host Bill Bloom sits down with Performer and Financial Professional Charlie Epstein to talk about his journey and evolution in life doing business and performance and creating a one-person show where he can be both. Charlie is a financia...
How to Get Unstuck with Owner Shift with Mike Malatesta 15.08.2022 39:07
Often, entrepreneurs hit success, and then it just stops there in that one success. They get stuck, and then they don’t know how else to move on from there. The same is true for Mike Malatesta. In this episode of The Retire As You Desire podcast, host Bill Bloom is joined by Entrepreneur, Investor, Author, Host & Creator of How'd it Happen Podcast to talk about Mike’s book Owner Shift and his next...
If They Don't Pay, They Won't Pay Attention with Steve Sims 08.08.2022 41:29
In today’s episode, Bill talks with Speaker, Author, Coach, and CEO of Bluefish, Steve Sims, about making things happen through pure passion. They also talk about how he started doing his speakeasies and how the pandemic changed his personal and entrepreneurial life. So if you’re looking for more motivation to do the things you are passionate about, this episode is it. Quoted as "The Real Life W...
Success Leaves Clues with Kelly Cardenas 04.08.2022 40:10
In today’s episode, Bill talks with his good friend, Author, Podcast Host, Speaker, and the Founder and CEO of Kellycardenas.com, Kelly Cardenas himself. They talk about Kelly’s audiobook, Success Leaves Clues, and what inspired him to write it. They also share how they met each other, what it’s been like to have each other as friends, and a peek at their personal lives. Kelly Cardenas is a For...
The Cornerman with Dr. Jeff Spencer 01.08.2022 26:57
Another excellent episode with Dr. Jeff Spencer. The Cornerman is for folks like Tiger Woods, Chris Voss, U2, Bono, and many others. They spoke about what it takes to get to the highest levels in life. About Dr. Jeff Spencer: At seven he committed to becoming an Olympic cyclist. At twenty-one, he competed in the Olympics. Soon after he realized that helping exceptional performers tap into their...
How Focusing On Small Improvements Creates HUGE Results With Kevin Palmieri 28.07.2022 31:30
In today’s episode, Bill is joined by the Founder, CFO, and Host of Next Level University, Kevin Palmieri. They talk about the importance of having a 1% improvement every day no matter what you do. Kevin also shares how he found his purpose in life and inside stories about his and Alan’s podcast, Next Level University. Kevin Palmieri is the Founder, CFO & Host of the Next Level University, a Glo...
Small Stakes Practices For Big Stakes Results with Chris Voss 25.07.2022 41:10
How can you win a negotiation? In today’s episode, we are with the author of "Never Split The Difference" and Black Swan Group owner, Chris Voss. Bill and Chris talk about the different small practices that can result in huge impacts. They also talk about what it takes to win a negotiation as Chris was the lead FBI negotiator and trainer for many years. Listen to this incredible interview today!...
Dare to Suck and Enjoy the Journey with Nick Nanton 21.07.2022 50:53
Creating value in life takes struggle and perseverance, and many bouts of trial and error. In this episode, Bill talks with Emmy Award-Winning Director and Host Nick Nanton about daring to fail yet still enjoying the process of failing and getting back up again. With all great works, we only see the final, perfect product. But there are always far more versions thrown in the trash. From the slum...
Marry the Home, Not the Mortgage with Tony Perri Jr. 18.07.2022 31:49
Buying a home is a massive part of the American Dream. However, choosing to buy or rent is a significant decision that affects your financial health, lifestyle, and personal goals. Today Bill talks to his good friend and Producing Branch Manager of HomeTown Lenders, Tony Perri Jr. They talk about buying houses and what’s happening in the mortgage world today. He also shares a piece of advice for p...
This is Why Less is More with Nic Peterson 14.07.2022 44:00
We live in a world that is driven by consumerism, where the message is always needing more but never having enough. Today, Bill is joined by the Co-Founder of Mastery Mode, Nic Peterson, as they talk about the concept of less is more. Nic shares why he thinks less is more, how he developed that mindset, and his thoughts on conventional wisdom. Nic Peterson is the co-founder of Mastery Mode, a co...
Should you be Rich, Wealthy or Strive for Status? 11.07.2022 9:08
All of us want to succeed no matter what our latest endeavor is. Is your measure of success being rich? Or is it status? Or wealth? In this episode, Bill talks about the three and shares which you should strive for in life. Show notes: [0:00] Intro [2:14] What is Status? [3:58] What does it mean to be rich? [4:58] What does having wealth mean? [8:58] Outro Connect with Bill Bloom Web: http...
How to Go From Boom to Bust in Your Personal Life with Dave Liu 07.07.2022 43:34
The boom and bust cycle describes capitalist economies that contract after a period of expansion and then expand again. Today Bill talks to an Author, Entrepreneur, Investor, Philanthropist, and the Founder and CEO of Liucrative Endeavors, Dave Liu. They talk about how Dave prepared for and avoided the boom and bust cycle in his financial and personal life. Dave also shares his story and heritage,...
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