03/04/2023
It is fairly common when talking about retirement for words like equity, bond, 401k, and Roth IRA to all be a part of the conversation. However, when the idea of insurance as one of the assets that can be used in planning, we often see a “skip in the record” in the client's mind. Inevitably, the next words that come out typically start with something like, “But I heard . . . . “. For whatever reason, insurance as an asset and a tool tends to come with a fair number of myths and half truths. In the next three episodes, we are going to walk through and debunk some of the most common myths about life insurance.
LINK TO THE EPISODE: https://podcasts.apple.com/us/podcast/episode-196-myths-about-life-insurance/id1551046548?i=1000602626815
‣ And if you have not taken the enneagram assessment, check out the IEQ9 Assessment.
‣ There is one for individuals - https://typologyinstitute.com/assessment
‣ And one for couples - https://iancron.ieq9.com/BuyCouple/en/default/
‣ Be sure to use promo code BENCHMARK for 20% off!
02/23/2023
In our final conversation with Ian Cron about Enneagram and Wealth we explore a topic that is often a "box check" in the planning process, but one that deserves serious time.
This is the topic of risk.
When risk is avoided, ignored, marginalized or misunderstood, the result can be disastrous.
Join us as we talk with Ian Cron about how each type views risk and the best ways to get on the same page with your partner.
LINK TO THE EPISODE: https://podcasts.apple.com/us/podcast/episode-195-enneagram-episode-8-risk-uncertainty/id1551046548?i=1000601087813
And if you have not taken the enneagram assessment, check out the IEQ9 Assessment.
There is one for individuals - https://typologyinstitute.com/assessment
And one for couples - https://iancron.ieq9.com/BuyCouple/en/default/
Be sure to use promo code BENCHMARK for 20% off!
02/16/2023
At the top of Maslow's hierarchy of needs is this idea of self actualization or becoming your
best self. I believe this same progression exists in the hierarchy of wealth. At the bottom of
that hierarchy of wealth is putting food on the table, being a responsible adult, and not
living under a bridge with a bunch of cats when you are 80. At the top of that pyramid is a
very deep, existential question.
Join us as we talk with Ian Cron about one of the most critical and transformational
questions you can answer. What will your legacy look like? What makes you fulfilled, what
is your purpose beyond survival, and what do you hope to leave to the next generation. As
each type is able to articulate what that looks like, it can provide tremendous clarity when it
comes to how to build and structure wealth.
LINK TO THE EPISODE: https://podcasts.apple.com/us/podcast/episode-194-enneagram-episode-7-what-is-my-legacy/id1551046548?i=1000599734201
And if you have not taken the enneagram assessment, check out the IEQ9 Assessment.
There is one for individuals - https://typologyinstitute.com/assessment
And one for couples - https://iancron.ieq9.com/BuyCouple/en/default/
Be sure to use promo code BENCHMARK for 20% off!
02/09/2023
What is the purpose of money, why do we work.
It is very easy to get lost in the ex*****on and logistics of life. Fighter pilots call this target fixation. Where you are so focused on a target, you lose sight of what is going on around you and crash. Unaddressed, finances and building wealth are two areas ripe for target fixation. Join us as we talk with Ian Cron about how each type answers the bigger picture questions about money. Why do we work, what is the purpose of money, and how does each type view wealth creation?
LINK TO THE EPISODE: https://podcasts.apple.com/us/podcast/episode-193-enneagram-episode-6-what-is-the-purpose/id1551046548?i=1000598633676
And if you have not taken the enneagram assessment, check out the IEQ9 Assessment.
There is one for individuals - https://typologyinstitute.com/assessment
And one for couples - https://iancron.ieq9.com/BuyCouple/en/default/
Be sure to use promo code BENCHMARK for 20% off!
02/02/2023
How do I show up for healthy dialogue with my partner?
In my short time on this planet I have come across a few universal truths. One of the more painful truths . . . the one common denominator in all my tense conversations . . . is me.
Last week we talked about how to approach your partner when it comes to making
big life and money choices. This week we flip the script and talk about the best way to "show up" for those same conversations so you get more accomplished.
LINK TO THE EPISODE: https://podcasts.apple.com/us/podcast/episode-192-enneagram-episode-5-how-do-i-show-up-for/id1551046548?i=1000597546700
And if you have not taken the enneagram assessment, check out the IEQ9 Assessment.
There is one for individuals - https://typologyinstitute.com/assessment
And one for couples - https://iancron.ieq9.com/BuyCouple/en/default/
Be sure to use promo code BENCHMARK for 20% off!
01/27/2023
How to Approach my spouse in dialogue about money.
Understanding and managing your motivations, drives, and fears during the process of building wealth can be a challenge. Throw a partner or spouse into that process with their own range of emotions and the process might feel downright overwhelming.
Join us for week four as we talk with Ian Morgan Cron about how to approach other
enneagram types during wealth building conversations. We talk about how to make those discussions more productive and avoid challenges that can arise.
LINK TO THE EPISODE: https://podcasts.apple.com/us/podcast/episode-191-enneagram-episode-4-how-to-approach-my/id1551046548?i=1000596495457
And if you have not taken the enneagram assessment, check out the IEQ9 Assessment.
There is one for individuals - https://typologyinstitute.com/assessment
And one for couples - https://iancron.ieq9.com/BuyCouple/en/default/
Be sure to use promo code BENCHMARK for 20% off!
01/25/2023
In the last two weeks we have been walking through a primer on the Enneagram system.
Today we get into the meat of it and start walking through how our personality effects our
ability to create wealth.
Today's episode is about motivation. What drives us and how do those motivations effect
our appetite for risk, safety, growth, and a host of other key aspects of building wealth.
https://podcasts.apple.com/us/podcast/episode-190-enneagram-episode-3-core-motivations-and/id1551046548?i=1000595198761
And if you have not taken the enneagram assessment, check out the IEQ9 Assessment.
There is one for individuals - https://typologyinstitute.com/assessment
And one for couples - https://iancron.ieq9.com/BuyCouple/en/default/
Be sure to use promo code BENCHMARK for 20% off!
01/06/2023
There is a very simple idea that our strengths, motivations, and fears can have a tremendous impact on your ability to build wealth. However that conversation tends to get overlooked. We in the industry love our charts, our data, and let's face it, we all believe we are steely eyed when it comes to money. The truth is our motivation and fears play a massive part in building wealth.
Today we want to invite you into a deeper conversation about wealth building that goes beyond the math. We got to sit at the feet of the enneagram master, Ian Morgan Cron. We cover everything from what is enneagram, to how those fears and motivations drive decision making, the blind spots we can have and so much more. We hope you will join us as we dive in deep!
https://podcasts.apple.com/us/podcast/the-big-wealth-podcast/id1551046548?i=1000592354747
Also, if you have never taken the enneagram assessment, check out the IEQ9 Assessment.
There is one for individuals - https://typologyinstitute.com/assessment
And one for couples - https://iancron.ieq9.com/BuyCouple/en/default/
Be sure to use promo code BENCHMARK for 20% off!
Ian Morgan Cron Typology Podcast Benchmark Income Group Wealth Woman
The BIG Wealth Podcast: Episode 188- Enneagram Overview on Apple Podcasts
Show The BIG Wealth Podcast, Ep Episode 188- Enneagram Overview - Jan 4, 2023
08/03/2022
In this week’s episode, Mary Lyons, Wealth Woman, and I discuss finding your zone of genius.
The BIG Wealth Podcast: Episode 169 - Zone of Genius on Apple Podcasts
Show The BIG Wealth Podcast, Ep Episode 169 - Zone of Genius - Aug 3, 2022
07/27/2022
In this week’s episode, Mary Lyons, the Wealth Woman, and I discuss the upper limit problem. What is it, and what does it mean for you? Tune in to find out.
Wealth Woman
The BIG Wealth Podcast: Episode 168 - Upper Limit Problem on Apple Podcasts
Show The BIG Wealth Podcast, Ep Episode 168 - Upper Limit Problem - Jul 27, 2022
07/21/2022
In this week's episode, Mary Lyons, the Wealth Woman, and I discuss a recent Forbes article that we feel could have been better and why. https://podcasts.apple.com/us/podcast/episode-167-forbes-article/id1551046548?i=1000570620594
The BIG Wealth Podcast: Episode 167 - Forbes Article on Apple Podcasts
Show The BIG Wealth Podcast, Ep Episode 167 - Forbes Article - Jul 20, 2022
07/13/2022
In this week’s episode, Mary Lyons, the Wealth Woman and I discuss the profitability of long-term rentals with Casey Franchini from . https://www.podbean.com/media/share/pb-2hbhe-1271c66