In this episode of the Lifelong Learners Collective, host Ella Kidd speaks with Richard McWhorter, a seasoned wealth management advisor, about navigating the complexities of financial management in today's rapidly changing world. They discuss the impact of technological advancements, generational differences in financial perspectives, and the importance of curiosity and adaptability in wealth management. Richard shares insights on cryptocurrency investing, building multiple income streams, and understanding market dynamics amidst economic uncertainties.
Richard is the Managing Partner at SRM Private Wealth and was recently named to the Forbes 2024 Best-In-State Wealth Advisors List. With over 30 years in the industry, including executive roles at Smith Barney and Merrill Lynch, and $1.8 billion managed for ultra-high-net-worth individuals, athletes, and entertainers, he is a seasoned guide for those facing life’s big transitions. Richard is not just about numbers; he’s passionate about building lasting partnerships, having tough conversations, and helping families align their wealth with their core values.
Perry is a marketing automation specialist who’s been at it since 2002, from launching her first campaigns before most saw value in email, to beta testing HubSpot before it was a household name. Currently the Managing Partner at Duma Marketing, she’s worked with both Fortune 500 giants and rising e-commerce brands, always championing sophisticated automation, clean segmentation, and authentic customer journeys. Her approach blends empathy with rigorous data—the kind of balance your listeners appreciate—and her hands-on methods in CRM, deliverability, and regulatory compliance make her a go-to for complex challenges.
This conversation between Perry and Ella, explores the critical role of marketing automation and AI in processing consumer data and enhancing engagement for businesses, particularly for entrepreneurs and mid-sized companies. It emphasizes the necessity of these tools in creating tailored marketing strategies that resonate with diverse consumer segments.
Learn even more from Perry at www.perrysheraw.com
In this conversation, George Azar discusses the inherent fear surrounding taxes, emphasizing that this fear stems from a lack of understanding. He highlights the complexity of the tax code, which is designed to benefit the ultra wealthy, and the role of lobbying in maintaining this complexity. Azar's insights reveal how the tax system can be intimidating for individuals, particularly those who are not well-versed in its intricacies.
Summary
In this conversation, Neil Twa shares his journey from corporate life to becoming a successful entrepreneur in the e-commerce space. He discusses the importance of branding, the role of data and algorithms in online sales, and how AI is transforming the industry. Neil emphasizes the need for perseverance and ethical practices in business, encouraging listeners to seize opportunities and innovate in their ventures.
As a listener of LifeLong Learners Collective, you can claim a free copy of Neils book at:
https://www.voltagedm.com/freebook
then enter in the code "LIFELONG"
00:00 Introduction to E-commerce and Lifelong Learning
02:26 Neil's Journey: From Corporate to Entrepreneurship
06:27 Building a Brand: The Amazon Experience
09:46 The Importance of Branding and Product Ownership
14:32 Leveraging Data and Algorithms in E-commerce
17:12 The Role of AI in Modern Business
22:07 Navigating Product Life Cycles and Brand Strategy
27:55 Final Thoughts and the Future of E-commerce
Chapters
00:00 Introduction to E-commerce and Lifelong Learning
02:26 Neil's Journey: From Corporate to Entrepreneurship
06:27 Building a Brand: The Amazon Experience
09:46 The Importance of Branding and Product Ownership
14:32 Leveraging Data and Algorithms in E-commerce
17:12 The Role of AI in Modern Business
22:07 Navigating Product Life Cycles and Brand Strategy
27:55 Final Thoughts and the Future of E-commerce
Ian Freeman started his professional life in banking, but it was after some personal reevaluation—facing both challenges and unexpected lessons—that he made the leap into wealth management and insurance. He’s now the founder and lead wealth management advisor for The Freeman Group (part of Western Mutual), and has helped thousands secure their futures since 1987.
Ian’s journey is filled with stories of resilience, ethical leadership, and always putting people before profit—a mindset that’s guided him to sell nearly $2B in life insurance policies. He’s earned every one of his AEP, CASL, ChFC, and CLU designations by making authentic, long-lasting client relationships his highest priority. As an international speaker and author, Ian’s new book Life Beneath the Suit brings together real experiences from the financial world, showing how moments of uncertainty can inspire growth, emotional well-being, and a renewed sense of purpose.
Christian LeFer is the Founder and CEO of Instant Nonprofit, a company that makes it fast, easy, and affordable to start and grow a 501(c)(3) organization. With decades of experience in nonprofit strategy, entrepreneurship, and systems design, Christian has helped thousands of founders turn their missions into tax-exempt organizations that create real impact. He’s passionate about removing red tape so changemakers can focus on what truly matters, making the world a better place.
Bootcamp: https://instantnonprofit.com/podcasts-life-long-learners-emailbootcamp
In this conversation, Borja Cuan (CEO of Four15Digital) shares his extensive experience in marketing and entrepreneurship, discussing the importance of effective marketing strategies, the integration of AI in business, and the fundamental principles that remain constant despite evolving trends. He emphasizes the significance of tracking and data in marketing success, the mindset required for entrepreneurship, and the necessity of delegating tasks to focus on core competencies.
In this conversation, Ella Catherine speaks with Vince Tilford, the president and CEO of the Hannon Center, about the importance of supporting aging adults. They discuss the societal perceptions of aging, the significance of creative aging, and the challenges faced by older adults in accessing healthcare and community resources. Vince emphasizes the need for purpose, connection, and the role of community in enhancing the lives of seniors. He also addresses the impact of government policies on aging individuals and offers strategies for preparing for a healthy and fulfilling later life.
Keywords:
aging, community care, creative aging, healthcare, social security, elder support, aging challenges, purpose, connection, wellness
In this enlightening conversation, tax strategist Rondi Lambeth shares his extensive knowledge on tax strategies, credit repair, and asset multiplication. He explains the voluntary tax system in the U.S., how to maximize deductions, and the importance of credit cards in maintaining a healthy credit score.
Rondi also discusses his personal journey from poverty to wealth, emphasizing the significance of keeping more of what you earn. He provides practical advice for business owners on navigating tax codes and highlights the differences between CPAs and tax strategists. The episode concludes with valuable resources for listeners to further their financial literacy and tax knowledge.
Go to www.winningthetaxgame.com.
Use code "taxfree" to get 100% off.
Also check out www.creditrepair.ai to get ahead on your credit score.
Keywords
tax strategies, credit repair, asset multiplication, tax deductions, financial literacy, wealth building, IRS, personal finance, business taxes, tax evasion
Ella Catherine interviews the Budget Besties, Shana and Vanessa, who share their insights on budgeting, financial literacy, and how to manage money effectively. They discuss the stigma surrounding budgeting, the importance of creating a personalized budgeting system, and how to plan for expected expenses. The Budget Besties emphasize the significance of savings buckets, breaking free from credit card dependency, and empowering clients to take control of their finances. They also highlight the importance of teaching financial literacy to the next generation and finding a balance between spending and saving.
Keywords
budgeting, financial literacy, savings, debt management, personal finance, budgeting system, unexpected expenses, credit cards, family budgeting, financial coaching
Bill Goodwin has over 30 years of leadership experience in growing and building individuals and teams with proven leadership training and dynamic speaking for growth. As a Maxwell Leadership Executive Team Member, Bill is a speaker, leadership coach, and author. He is also the Founder of Priority Living Consulting Group.
His new book, Priority Living: 7 Pillars to Make Your Life Count derives from the backstory on November 23, 1999, when he experienced respiratory failure and died. Being given a second chance has changed his life and the full story could change yours too.
LinkedIn: https://www.linkedin.com/in/bill-goodwin-09549099/
FB: https://www.facebook.com/bill.goodwin.14289210
https://www.prioritylivingbook.com
https://www.prioritylivingcg.com
In this conversation, Ella Catherine and Nancy Griffin explore the interconnectedness of wellness and financial stability, particularly for women. They discuss the importance of understanding women's health issues, such as heart disease and menopause, and how these factors can impact financial planning and wealth management. Nancy shares her journey into wealth management, emphasizing the need for women to educate themselves about their financial health and the importance of self-advocacy. The discussion also highlights the growing financial power of women and the role of philanthropy in their financial strategies.
Learn more from Nancy at https://womenworthwellness.com/about-us/
Keywords:
wellness, financial stability, women's health, heart disease, wealth management, philanthropy, self-advocacy, insurance, financial planning, community involvement
In this heartfelt episode, Ella Catherine shares her personal journey of grief following the loss of her father, reflecting on the memories and legacy he left behind. She discusses the importance of self-care, the impact of music in processing emotions, and the significance of creating a positive legacy. Ella also celebrates the five-year anniversary of her podcast, expressing gratitude for her listeners and her desire to foster meaningful conversations in a polarized world.
In this conversation, Simon Calderbank shares his journey from an undertaker to a personal development consultant, emphasizing the importance of empathy and understanding in overcoming personal and societal barriers. He discusses the current gender dynamics in the workplace, the role of men as allies in supporting women, and the need for genuine listening and collaboration. Simon highlights the challenges women face, including competition among themselves, and advocates for a collective approach to create meaningful change in gender equality. His mission is to empower women and foster a more inclusive environment for future generations.
In this episode of the Lifelong Learners Collective, host Ella speaks with Michael McAdams about his book 'An Angel Told Me So' and his experiences with the spiritual realm. They discuss the role of spiritual teachers, the nature of death, and how to connect with one's spirit guides. Michael shares insights on overcoming skepticism and fear surrounding spirituality, emphasizing that we are all on a journey of personal growth and enlightenment. The conversation highlights practical steps for listeners to open their minds to spiritual guidance and the importance of faith in this process.
In this conversation, Rob Gallaher shares his journey into profit sharing, detailing how he transitioned from a struggling business owner to a successful entrepreneur by implementing a profit-sharing model. He discusses the challenges and misconceptions surrounding profit sharing, the positive impact it has on team dynamics, and the importance of financial wellness for employees. Rob emphasizes that profit sharing not only boosts business profits but also enhances employee engagement and satisfaction, creating a win-win situation for both owners and team members.
You can buy a copy of "Profit Sharing: The Power or Shared Success"
Connect with Rob Gallaher
Also, be on the lookout for his workshop launching in late July 2025.
In this engaging conversation, Anya Cheng, founder and CEO of Taelor.style, shares her journey from a tech career to launching a fashion startup that uses AI for personal styling. She discusses the importance of sustainability in fashion, offers practical style tips for men, and explains how Taylor's subscription model works. Anya emphasizes the role of confidence in dressing well and the need for a more sustainable approach to clothing consumption. The discussion also touches on her personal experiences and the challenges of entrepreneurship, providing valuable insights for aspiring business owners.
Keywords
Anya Cheng, Taelor.style, fashion, AI, entrepreneurship, sustainability, men's style, subscription service, personal styling, fast fashion
Check out https://taelor.style/ and use code Podcast25 for 25% off.
Carson Wagner is the founder of Lifetime of Love Nannies, a leading agency offering 24/7 customizable childcare, including backup care, sick care, and newborn support. Over the years, Carson has expanded the agency to multiple locations, growing its reach across the U.S. with corporate and event childcare services for major organizations. She is a passionate advocate for inclusive care and proudly partners with state programs to support families of children with special needs. Her mission is to provide flexible, high-quality care while empowering caregivers through ethical employment and professional growth.
(22) Carson Wagner | LinkedIn
Instagam: _Carsonwagner_
lifetimeoflovenanniesFacebook: (8) Facebook
In this episode of the Lifelong Learners Collective podcast, host Ella Catherine speaks with Becky Beach, a successful digital business selling coach. Becky shares her personal journey from a toxic job to becoming a million-dollar digital product seller. She discusses the various digital products she creates, including printables and courses, and offers valuable advice for aspiring entrepreneurs. The conversation also covers the importance of social media, email marketing, and automation in building a successful online business. Becky emphasizes the need for self-belief and perseverance in the face of challenges.
Connect with Becky and follow more of her journey at www.coachbeckybeach.com
Keywords
entrepreneurship, digital products, online business, social media marketing, email marketing, financial freedom, passive income, Canva, business automation, personal growth