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Aug 24, 2020

Meet my financial advisor Buddy Thomas. I don’t make any big financial moves without him. And today, I asked Buddy to share some of his incredible wisdom on the IMPACT Show. The key topic we are talking about today is “wealth.” Not just money, but that’s a big part of the discussion. We are also talking about body, mind, spirit, and relational wealth as well.

 

Regardless of who you are, what you do, and where you are in life, this episode is packed with incredible wisdom, advice, and tips on how NOT to kill your family wealth.  

We will go deep on how you spend money, investments, purpose in life, taxes, bad advice, and avoiding distractions & burnout.  Heck, I even give away some of my top tips and secrets that the “Director of my family office” has coached me on and I share why having a “B.A.I.L.” team is essential to your wealth. So get ready to take notes and get ready to get “wealthy.”

 

Enjoy the show and please share it on your social media and be sure to tag us. IG/Twitter:  @ToddDurkin 

Facebook:  @ToddDurkinFQ10 

#ToddDurkinMastermind #ToddDurkin #IMPACTShow #Episode109 

 

More on the episode:

:10  - It’s All About Wealth

4:42 - Where are Your Finances at Right Now? 

7:10 - The Blended Cocktail of Family Wealth

10:34 - The 6 Killers of Family Wealth

21:13 - How to Generate More Revenue

28:07 - Invest in yourself

29:40 - What’s in Your Buckets - Some of Todd’s Secrets

39:03  - Opportunities Exist in Today’s Market

43:17  - Deepen Your Purpose

47:33  - Overpaying Taxes

52:56 - Coordinate Your B.A.I.L. Team

57:09  -  Real Talk on Burnout and Distractions

1:04:00 - Rapid Fire Questions for Buddy

1:06:32 - Financial Advice for Kids

1:08:56 - 80% of the Time the Husbands Die First!

 

Be sure to go back to Episode #28 “Million Dollar Mentor” and Episode #29 “Hell & Back” with my man Wayne Cotton for more financial wisdom!

 

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About Buddy Thomas:

James F. Thomas, Jr. (Buddy) CFP, AEP 

President, Chief Planning Officer, Superior Planning

 

Buddy Thomas founded Superior Planning in 1982 to assist family leaders in protecting and growing their family wealth. Over the years, he has personally guided hundreds of families on their paths to realizing their vision and achieving their goals.

 

He is the creator of the Superplan, pioneering family wealth and relationship management system that presents all the information necessary for family leaders to make crucial decisions in one, up to date, easy to use format. 

As Chief Planning Officer of Superior Planning, Inc., a Registered Investment Advisor, Buddy is responsible for the strategic planning and implementation progress of each client’s family, as well as the firm’s operations and business development efforts. 

 

Visit the website for more on Buddy and Superior Planning:

www.superplan.com and to get Buddy’s book “The Coming Widow Boom” visit www.superplan.com/books

 

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If you are a Trainer, Coach, or Fitness PRO looking for more guidance, coaching, accountability, feedback, and wisdom, I invite you to enroll in the Todd Durkin Mastermind program. The Mastermind is designed for anyone who wants even more success and wants to experience the best coaching in business, leadership, training, and personal growth.  

 

There is a special NOW that you can sign-up NOW and get the rest of August and September for FREE. Take advantage of this opportunity, and you are guaranteed to get results in your business right away.

www.ToddDurkinMastermind.com

 

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Attention Leaders, Executives, and HIgh-Performers (Non-Fit Pros):

Would you like even more Passion, Purpose & IMPACT in Your Life? If so, check out The IMPACT Coaching program that Todd Durkin and expert life-coach Kelli Watson run. This is as comprehensive and deep as it gets: https://todddurkin.com/impact-coaching/.  

 

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If you enjoy the Todd Durkin IMPACT Show, can you please do a few things:

  1. Give us a 5-star rating on iTunes.
  2. Provide a great review of what you love about the show.
  3. Please SHARE the episode on your Social Media or in a newsletter.

 

For more information on Todd’s new book, GET YOUR MIND RIGHT, go to:www.todddurkin.com/getyourmindright.

 

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We LOVE your questions for the podcast!!

To ask Todd a question for the podcast, please go to www.todddurkin.com/podcast and ask anything on your mind!

 

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Follow Todd…

→ Instagram & Twitter: @ToddDurkin

→ Youtube: https://www.youtube.com/user/ToddDurkinFQ10
→ FB: @ToddDurkinFQ10

 

→ If you are a fitness pro or trainer and want to be coached by Todd, visit https://todddurkinmastermind.com/

 

ABOUT:

Todd Durkin is one of the leading coaches, trainers, and motivators in the world. It’s no secret why some of the world’s top athletes have trained with him for nearly two decades. He’s a best-selling author, a motivational speaker, and owns the legendary Fitness Quest 10 in San Diego, CA, where he leads a fantastic team of 42 teammates.

 

Todd is a coach on the Netflix show “STRONG” that is must-watch TV. He is a previous Jack LaLanne Award winner, a 2-time Trainer of the Year, and he runs his Todd Durkin Mastermind group of top trainers and fitness pros around the globe, coaching them with business, leadership, marketing, training, and personal growth mentorship.

 

Todd and his wife Melanie head up the Durkin IMPACT Foundation (501-c-3) that has raised over $250,000 since it started in 2013. 100% of all proceeds go back to kids and families in need.

To learn more about Todd, visit www.ToddDurkin.com and www.FitnessQuest10.com.

 

Join his fire-breathing dragons’ community and receive regular motivational and inspirational emails, visit www.ToddDurkin.com, and opt-in to receive his value-rich content.

 

Connect with Todd online in the following places:

You can listen to Todd’s podcast, The IMPACT Show by going to www.todddurkin.com/podcast.

Itunes: https://podcasts.apple.com/us/podcast/todd-durkin-impact-show/id