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We discuss how to live the best life possible with the time you have left from a lifestyle planning perspective.
Episodes
Tuesday Sep 26, 2023
Tuesday Sep 26, 2023
In this podcast episode, host Mike Proctor interviewed Dr. Paul Peloquin, the CTO and co-founder of ThumbScore, a company utilizing behavioral finance and AI to assist individuals in making benefits decisions. The conversation covered a range of topics:
Introduction to AI: Dr. Peloquin provided an overview of artificial intelligence and generative models, emphasizing that AI operates based on probabilities rather than absolute truths. He also touched upon the challenge of AI not being able to trace the sources of its knowledge.
ThumbScore: The podcast delved into ThumbScore's mission, which is to educate and guide people through personalized coaching during the benefits enrollment process, eliminating the need for physical advisors.
Wisdom from Experience: Dr. Peloquin shared insights gained from his 25+ years in technology and innovation. He stressed the importance of aligning with challenging partners, finding one's "area of genius," and dedicating time to continuous learning, even in unrelated areas, to boost efficiency.
Personal Journey: The interview explored Dr. Peloquin's personal struggles with mental health, including past suicidal thoughts, and how he found purpose and meaning through his Christian faith. He highlighted the significance of community and accountability partners, particularly for introverts facing isolation-related challenges.
Transformation and Faith: Towards the end, Dr. Peloquin discussed how he now views his life as an adventure rather than being defined by past struggles. He emphasized that with the help of faith, individuals can take up their crosses rather than merely dealing with them.
For more information on Dr. Paul Peloquin and his work, visit his website at www.paulpeloquinwichita.com.
Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey.
Stay Connected: Stay updated with insights and updates from Leading Edge Financial Planning, LLC on Facebook and LinkedIn. For more insights into holistic well-being, connect with Leading Edge Financial Planning, LLC: Website: www.leadingedgefp.com | Facebook: LeadingEdgeFP | LinkedIn: LeadingEdgeFinancialPlanningLLC. Ready to shape your financial future? Schedule a consultation using Calendly.
For further valuable insights into various aspects of life, don't forget to tune in to the Real Wealth Podcast's thought-provoking episodes at https://www.leadingedgefp.com/real-wealth-podcast to find it on your platform of choice.
Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
Tuesday Sep 12, 2023
Tuesday Sep 12, 2023
Join host Michael Proctor on the Real Wealth Podcast for an authentic conversation with Mary Jones, the President and CEO of the Mental Health Association of South Central Kansas. Dive into the realm of relatable mental health, where Mary sheds light on its impact on our day-to-day lives. Discover the wide array of services the association offers, spanning prevention, clinical support, housing initiatives, programs for seniors, and community-based services – all designed to make a difference in our everyday moments.
In their open dialogue, Mary and Michael tackle the real challenges within the mental health landscape, including workforce shortages, while unveiling practical strategies for overcoming these obstacles. Mary shares down-to-earth insights on cultivating relationships, finding solace in nature, and embracing simple therapeutic practices for holistic well-being. She highlights the significance of consistent therapy and the rejuvenating effect of quality sleep in nurturing mental wellness.
In this episode, we aim to spotlight the vital contributions of the Mental Health Association of South Central Kansas and emphasize how mental health relates to each of us, no matter our background. Tune in for an enlightening discussion that uncovers actionable insights, empowering us all to integrate mental health into our relatable, everyday lives.
Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey.
Stay Connected: Stay updated with insights and updates from Leading Edge Financial Planning, LLC on Facebook and LinkedIn. For more insights into holistic well-being, connect with Leading Edge Financial Planning, LLC: Website: www.leadingedgefp.com Facebook: LeadingEdgeFP LinkedIn: LeadingEdgeFinancialPlanningLLC Ready to shape your financial future? Schedule a consultation: Calendly
Discover more about the Mental Health Association of South Central Kansas on their official website: www.mhasck.org.
Connect with Mary Jones on LinkedIn.
For valuable insights on various aspects of life, tune in to the Real Wealth Podcast's thought-provoking episodes at www.realwealth.podbean.com.
Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
Monday Aug 28, 2023
Monday Aug 28, 2023
Embark on a journey of practical wisdom and ethical wealth management with Michael Proctor, the founder and guiding light behind Leading Edge Financial Planning, LLC. In this engaging episode titled "The #1 Problem with Estate Plans," Michael Proctor engages in a down-to-earth conversation with the experienced estate planning attorney, Tim O'Sullivan from Foulston Siefkin. Their discussion delves into the core challenges of estate planning, highlighting the pivotal themes of family unity and safeguarding assets from external uncertainties.
Episode Highlights:
A Balancing Act: Family Unity and Asset Preservation: Beyond legal intricacies, estate planning is about nurturing family bonds and securing your hard-earned assets. Michael Proctor and Tim O'Sullivan underscore the importance of addressing family dynamics in crafting a resilient estate plan. They offer insights into strategies that mitigate conflicts and protect assets, fostering unity and financial security.
Navigating Complex Family Dynamics: Blended Families Included: Tim O'Sullivan navigates the complexities of estate planning in blended families, a common yet intricate challenge. The episode delves into the potential complications and offers pragmatic strategies to reduce risks, ensuring the well-being of your family members and your legacy.
Strategic Asset Distribution: Timing and Trusts: The podcast delves into the delicate balance of timing when distributing assets to beneficiaries. Michael Proctor and Tim O'Sullivan discuss the potential pitfalls of premature inheritance and the benefits of utilizing trusts to prevent adverse behaviors. These strategies aim to safeguard your legacy and financial well-being.
Trustees: Professional Guidance for Seamless Transitions: The conversation explores the advantages of involving a professional trustee rather than a family member. Michael Proctor and Tim O'Sullivan highlight the expertise and neutrality a professional trustee provides, reducing potential conflicts of interest and ensuring the smooth administration of your estate plan.
Holistic Planning: Building a Resilient Legacy: Michael Proctor and Tim O'Sullivan emphasize the importance of comprehensive estate planning. The episode extends to advanced planning documents like powers of attorney, living wills, and well-structured trusts. By embracing a holistic approach, you can minimize conflicts and costs, ensuring a legacy that aligns with your values and wishes.
Crafting Your Legacy with Real Wealth: The Real Wealth Podcast encapsulates practical insights that resonate with everyday life. Tune in to the insightful conversation between Michael Proctor and Tim O'Sullivan to explore the depths of estate planning and retirement strategies, all while prioritizing family unity and asset protection.
Join the Discussion: Immerse yourself in the enlightening conversation between Michael Proctor and Tim O'Sullivan on the Real Wealth Podcast. Dive into the intricate world of estate planning, designed to secure family harmony and wealth. Engage with the episode at realwealth.podbean.com.
Your Financial Partner: Discover the power of well-rounded financial planning at www.leadingedgefp.com. Michael Proctor and the team at Leading Edge Financial Planning, LLC specialize in comprehensive estate planning and retirement strategies, supporting your financial journey with expertise and care.
Stay Connected: Stay up to date with insights and updates from Leading Edge Financial Planning, LLC on Facebook and LinkedIn.
https://www.foulston.com/who-we-are/timothy-p-osullivan
Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
Monday Jul 17, 2023
Monday Jul 17, 2023
John Oelze is the Executive Director of Hope Ranch for Women. Before that he has had an extensive career as a pastor, theologian and as a counselor. He has several degrees from Grace College and Seminary including his MDiv and MA in Biblical Counseling.
John shares with us the extent of the problem Hope Ranch is working to address, offers some perspective and insight as to what really matters in life and some of the ways we should be thankful.
The nature of this interview is quite heavy.
https://www.hoperanchforwomen.com/
Hope Ranch for Women is dedicated to empowering those who have been exploited and abused to rise above their circumstances. We believe that through the power of Jesus Christ, these survivors can become whole in mind, body, and soul. They can live their lives as their Creator intended.
We understand how vulnerable a woman is when she becomes homeless—when food, shelter, and safety are uncertain. Too often, such vulnerability makes her a prime target for human trafficking and other dangers.
Our approach—supporting women with mentoring and a residential home—touches on all aspects of a woman’s life: her belief system; her family ties; her physical, emotional, social, vocational, and financial needs; her intellectual and creative outlets.
Hope Ranch for Women offers whole-life, Christ-centered help where it is most needed. And we change lives, one life at a time.
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Real Wealth Podcast is sponsored by Leading Edge Financial Planning, LLC.
The host is Michael Proctor, who is passionate about living the best life possible with the time we have left and helping his clients make wise financial decisions.
Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526
https://www.leadingedgefp.com/
https://calendly.com/leading-edge/introductions
Thursday Nov 17, 2022
Thursday Nov 17, 2022
Welcome to another episode of the Real Wealth Podcast, where host Michael Proctor engages in an insightful dialogue with Jon Rolph, the innovative CEO of Thrive Restaurant Group headquartered in Wichita, KS. With a legacy spanning over 45 years, this family-founded venture has blossomed into an industry powerhouse.
Jon paints a vivid picture of Thrive's origins, tracing back to his father and uncle's pioneering efforts. Embarking on a journey that now spans 15 states, the group employs over 8000 dedicated individuals across its diverse portfolio of restaurants, including renowned names such as Applebee's, Carlos O'Kelley's, Homegrown, and their latest gem, Bakesale.
As of this year, Thrive Restaurant Group proudly holds the distinction of being the second-largest Applebee's franchisee – a testament to their unwavering commitment to growth and excellence.
A fascinating transformation occurred when the company, formerly known as Sasnak (Kansas spelled backward), underwent a visionary rebrand about five years ago. Embracing the name "Thrive," the group crystallized its mission to foster human thriving within the unique context of a restaurant group.
Jon's words resonate deeply as he underscores Thrive's dedication to being a human-centric organization. He shares how their endeavor extends beyond the workplace, creating an environment where employees' growth as individuals is paramount. A philosophy deeply entrenched in the idea that personal development is integral to professional success.
Join us for an inspiring conversation that transcends industries, as Jon shares how Thrive Restaurant Group has harnessed its heritage to become a beacon of empowerment and human flourishing.
For more insights on entrepreneurial success and holistic growth, connect with Leading Edge Financial Planning, LLC:
- Website: www.leadingedgefp.com
- Facebook: LeadingEdgeFP
- LinkedIn: LeadingEdgeFinancialPlanningLLC
- Ready to shape your financial future? Schedule a consultation: Calendly
Step into the vibrant world of Thrive Restaurant Group by visiting their official website: www.thriverestaurantgroup.com
To glean valuable entrepreneurial insights, tune in to the Real Wealth Podcast's thought-provoking episodes at realwealth.podbean.com
Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Listeners are encouraged to seek guidance from their financial and legal advisors before making investment or business decisions.
Thursday Nov 10, 2022
Thursday Nov 10, 2022
Welcome to the Real Wealth Podcast, Season 2, Episode 11! I'm your host, Mike Proctor, President of Leading Edge Financial Planning, LLC in Wichita, KS. In this captivating episode, we're thrilled to host a true entrepreneurial trailblazer, Jacob Wayman, as he shares his remarkable journey and the enduring lessons that have shaped his success.
Join us as we delve into the dynamic world of entrepreneurship and gain insights that are both inspiring and practical.
Jacob's entrepreneurial odyssey began in an environment where hard work and innovation were the norm. Growing up in an entrepreneurial family, he imbibed these values, setting the foundation for his future endeavors.
Today, Jacob stands as the proud owner of two Orange Theory fitness locations in Wichita, a testament to his dedication and drive. Hear him discuss the formidable challenges he confronted when acquiring his businesses, a venture that coincided with the onset of the COVID-19 pandemic. His resilience and strategic prowess during this period make for a compelling narrative of entrepreneurial endurance.
But that's not all—Jacob is deeply ingrained in his community. He serves on the leadership team of Wichita Downtown Rotary and is a board member of the Salvation Army, reflecting his commitment to making a positive impact. As an honorary commander at McConnell AFB, he continues to foster valuable connections and collaborations within the community.
In addition to his thriving fitness business and community involvement, Jacob is an expert in employee benefits brokerage, helping businesses make wise financial decisions for their employees.
As we navigate through Jacob's journey, he imparts invaluable advice to fellow entrepreneurs. His emphasis on maintaining a harmonious balance between business aspirations, family values, and faith resonates deeply. Additionally, he shares his insights into effective time management, a skill that's been instrumental in his multifaceted life.
Jacob's story is also a testament to the significance of mentorship. Over the years, he's garnered wisdom from a diverse group of community members in Wichita, reinforcing the belief that learning from others is a hallmark of entrepreneurial growth.
Tune in to Season 2, Episode 11 of the Real Wealth Podcast for an illuminating and motivational conversation with Jacob Wayman. Whether you're a seasoned entrepreneur or just embarking on your own journey, Jacob's experiences and enduring wisdom will leave you inspired and ready to conquer your entrepreneurial dreams.
And special thanks to Leading Edge Financial Planning for sponsoring this episode. At Leading Edge Financial Planning, we understand that making wise financial decisions is a crucial step in living the best life possible with the time we have left.
https://www.orangetheory.com/en-us/locations/kansas/wichita/1423-n-webb-road-suite-159/
https://www.linkedin.com/in/jacobwayman/
https://www.linkedin.com/in/mikeproctorlefp/
https://www.linkedin.com/company/leadingedgefinancialplanningllc/
https://www.facebook.com/LeadingEdgeFP/
Podbean episode on RWP:
https://realwealth.podbean.com/e/s2-jacob-wayman-entrepreneurial-endurance/
Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526
https://www.leadingedgefp.com/
https://calendly.com/leading-edge/introductions
Leading Edge Financial Planning, LLC (LEFP) is a Registered Investment Adviser in Kansas and Colorado and is registered or exempt in all other states where conducting business. For any questions or concerns, please contact Michael Proctor, CCO for LEFP at 316.768.7526 or mike@leadingedgefp.com .
Friday Nov 04, 2022
Friday Nov 04, 2022
Welcome to Season 2, Episode 10 of the "Real Wealth Podcast." In this captivating installment, we have the privilege of delving into the remarkable life and career of David Riffel, a distinguished partner at Alloy Architecture. David's architectural journey began in the 1980s when the firm was known as Howard and Hilmer Architecture, and he's been instrumental in shaping its evolution ever since.
But this episode isn't just about buildings and blueprints; it's about the profound transformation that life can bring. Seven years ago, David underwent open heart surgery—a life-altering event that, in his words, felt like meeting Jesus for the first time. This poignant experience led him to ask, "Why am I here?" and ignited a passion for mentorship that has reshaped his life's purpose.
David's transformative journey found its expression in his book, "Mentoring Warriors." This book is not only a guide but also a workbook for those looking to develop their mentoring skills while exploring their spiritual path. David's deep commitment to following the Lord through mentorship resonates throughout our conversation.
In this episode, we explore the key themes of "Mentoring Warriors," from self-management and life skills to faith, identity, and more. You'll discover how mentorship is a two-way street, benefiting both the mentor and mentee, and how it can be a powerful catalyst for personal growth and transformation.
But David's dedication to mentoring doesn't end with his book. He has also founded the non-profit organization, Mentoring Warriors, as a testament to his belief in the life-changing impact of mentorship. To learn more about this noble initiative, visit www.mentoring-warriors.com.
This episode is brought to you by our sponsor, Leading Edge Financial Planning, LLC. Your financial partner for comprehensive financial planning. Explore their expertise in estate planning, retirement strategies, and supporting your financial journey at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC, are committed to helping you shape your financial future.
Stay connected with Leading Edge Financial Planning, LLC, for valuable insights and updates on Facebook and LinkedIn. For more insights into holistic well-being, connect with Leading Edge Financial Planning, LLC, on their website, Facebook page (LeadingEdgeFP), and LinkedIn (LeadingEdgeFinancialPlanningLLC).
Ready to shape your financial future? Schedule a consultation with Leading Edge Financial Planning, LLC, through Calendly.
Join us for this inspiring conversation as we explore the architectural wonders of David's career and the profound personal transformation that has driven him to mentor and inspire others. To connect with David and gain further insights into his incredible journey, visit his LinkedIn profile at linkedin.com/in/david-riffel-5b31959.
Tune in to Season 2, Episode 10 of the "Real Wealth Podcast" and be inspired by David's story—a reminder that life's most enduring structures are built from the heart, and real wealth is found in the purposeful pursuit of making a difference in the lives of others.
For valuable insights on various aspects of life, tune in to the Real Wealth Podcast's thought-provoking episodes at https://www.leadingedgefp.com/real-wealth-podcast for your favorite podcast platform!
Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526
Thursday Oct 20, 2022
Thursday Oct 20, 2022
Welcome to Season 2, Episode 9 of the Real Wealth Podcast, proudly sponsored by Leading Edge Financial Planning. I'm your host, Mike Proctor, CFP®, RICP®, CVGA. In this engaging episode, we delve into the world of financial transformation. Michael Proctor hosts three of our seasoned advisors – Lyndon Zielke, CFP®, Jacob Swisher, and James Oswald – who have dedicated their careers to helping people make wise financial decisions using the Ramsey Solutions platform.
In this enlightening discussion, our advisors take you on a journey through the fundamental steps of the Ramsey Solutions financial roadmap. From the very first baby step of building an emergency fund to the art of effective budgeting, they share their personal experiences with these principles, both in their own lives and in guiding their clients.
Lyndon Zielke, CFP® opens up about his inspiring transformation, recounting how Ramsey's time-tested methods enabled him to become debt-free over six years ago. This pivotal moment empowered him to transition into a fulfilling career in financial planning. Lyndon also touches our hearts with a client success story, demonstrating how the application of Ramsey's principles not only eliminated overwhelming medical debt but also boosted the client's self-esteem along the way.
James Oswald shares how Ramsey's teachings, acquired through his upbringing and educational experiences, helped him avoid the pitfalls of debt. He vividly illustrates a client's journey, showcasing how Ramsey's principles led to the escape from payday loans and credit card debt, ultimately creating a solid financial foundation.
Jacob Swisher adds valuable insights into the journey from saving for retirement to the noble goal of giving generously. The advisors collectively explore the power of Dave Ramsey's focused, step-by-step approach to reshaping financial behaviors and mindsets, resulting in greater financial freedom and long-term stability for both clients and advisors alike.
To learn more about our advisors and their expertise, visit: Leading Edge Financial Planning Advisors
For more episodes of the Real Wealth Podcast, please visit: Real Wealth Podcast
Connect with Leading Edge Financial Planning, LLC:
Join us and discover how you can unlock your own path to financial success through the wisdom of Dave Ramsey and the expertise of Leading Edge Financial Planning in this Season 2, Episode 9 special!
Your Financial Partner: Explore comprehensive financial planning at www.leadingedgefp.com. Michael Proctor and the dedicated team at Leading Edge Financial Planning, LLC specialize in estate planning, retirement strategies, and supporting your financial journey.
Stay Connected: Stay updated with insights and updates from Leading Edge Financial Planning, LLC on Facebook and LinkedIn. For more insights into holistic well-being, connect with Leading Edge Financial Planning, LLC: Website: www.leadingedgefp.com Facebook: LeadingEdgeFP LinkedIn: LeadingEdgeFinancialPlanningLLC Ready to shape your financial future? Schedule a consultation: Calendly
For valuable insights on various aspects of life, tune in to the Real Wealth Podcast's thought-provoking episodes at your favorite podcast platforms listed here: https://www.leadingedgefp.com/real-wealth-podcast
Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526
Thursday Oct 13, 2022
Thursday Oct 13, 2022
Michael Proctor is the founder and President of Leading Edge Financial Planning. He was born and raised in Goddard, KS and is a Kansas State graduate with a degree in finance. He has 3 children and is a city council member for the city of Goddard.
Mike actually started school with the intention of being a law student, but he did finance as a backup because he felt it would be a good compliment to law.
Mike got his start with Northwestern Mutual out of college and worked for them for a little over 5 years. Mike felt he enjoyed the industry but wanted to run the business a little differently. After a short stint with a broker dealer he decided the only way to run the business the way he wanted was to open his own Registered Investment Advisor firm.
Enter Leading Edge Financial Planning. Mike started the firm a little over 6 years ago. He came into the firm with his Certified Financial Planning credentials. Mike had been thinking about making the jump into the entrepreneurial world of RIAs after about a year of consideration and prayer and hasn't looked back is since.
https://www.linkedin.com/in/mikeproctor1/
Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526
Friday Oct 07, 2022
Friday Oct 07, 2022
In this illuminating episode of the Real Wealth Podcast, your host Michael Proctor, founder of Leading Edge Financial Planning, LLC, introduces you to the multi-talented wellness practitioner, Brooke Genter. Brooke's mission is to enhance the quality of life for all she encounters, and her primary role is that of a compassionate listener, a guiding light for those seeking a path to better living.
Brooke's journey into the world of wellness began in massage therapy school, where a chance encounter on a hiking trail introduced her to the profound practice of breathwork. Recognizing its transformative power, she knew it was an essential tool for her own success and for helping others on their wellness journeys.
During our conversation, Brooke provides invaluable insights into the breathwork process, shedding light on what typically transpires during a 50-minute session. She unravels the fascinating chemical and physical effects of breathwork on the body and mind, along with the myriad health benefits it offers.
For those eager to explore more about Brooke's expertise and embark on their wellness journey, be sure to visit her website Amavi Breathwork, and connect with her on Facebook.
Join us in this enlightening episode as we delve deep into the world of breathwork and holistic wellness, offering you a glimpse into the transformative potential it holds for your life.
Sponsored Message: Your Financial Partner: Discover the power of lifestyle financial planning at Leading Edge Financial Planning. Michael Proctor and the team at Leading Edge Financial Planning, LLC specialize in comprehensive estate planning and retirement strategies, supporting your financial journey with expertise and care.
Stay Connected: Stay up to date with insights and updates from Leading Edge Financial Planning, LLC on Facebook and LinkedIn.
Disclaimer: The Real Wealth Podcast provides educational content; it is not a substitute for financial or legal advice. Consult with your financial and legal advisors before making any decisions.
https://www.thebreathhaus.com/
Instagram: _brooke_amber
https://www.instagram.com/_brooke__amber_/?hl=en
Leading Edge Financial Planning, LLC Address: 515 S Main St STE 103, Wichita, KS 67202 Phone: (316) 768-7526