Channel Title: Streamline Financial Channel Description: Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient withdrawal planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclosure-Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. <video> Burnout, Sabbatical, and Renewed Leadership with Kristen Welch Description: 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/episode/58RQO84V4ZCP4kT98zSKsD?si=H_9b0KQTTGC-raWpqsNSUw In this episode of Wealth Beyond Riches, Kristen Welch, CEO of Mercy House Global, shares her journey of navigating burnout, taking a transformative sabbatical, and emerging as a healthier, more inspired leader. ✨ What You’ll Learn in This Episode: How Kristen overcame post-COVID leadership burnout. The spiritual disciplines that helped her find clarity and renewal. Innovative policies Mercy House Global uses to support its team. The organization’s impactful mission to empower women in Kenya and the U.S. Practical ways to incorporate rest and spiritual growth into your life. Kristen’s insights remind us that true leadership requires stepping back, reflecting, and creating space for renewal. Whether you're a leader, entrepreneur, or someone seeking to align your life with purpose, this episode will leave you inspired. 👉 Don’t forget to subscribe for more conversations that challenge the way we think about wealth, purpose, and impact. 📌 Learn more about Mercy House Global and how you can support their mission: https://mercyhouseglobal.org/ 🎧 Listen to the full episode on your favorite podcast platform: https://tr.ee/2e9vPAOdmp 00:00 Introduction and Burnout 00:34 Welcome to Wealth Beyond Riches 02:11 Kristen's Sabbatical Journey 07:42 The Importance of Silence and Solitude 15:52 Implementing Sabbatical Policies 18:38 Spiritual Formation and Workplace Culture 26:53 Training for the Grand Canyon 30:12 Final Thoughts and Reflections 33:39 Closing Remarks Books mentioned: Kristen Welch Books: https://wearethatfamily.com/books/ Ruthless Elimination of Hurry by John Mark Comer Ruth Haley Barton: https://www.ruthhaleybarton.com/books Connect with Kristen Welch & Mercy House Global // Instagram: https://www.instagram.com/kristengwelch/ // LinkedIn: https://www.linkedin.com/in/kristen-welch-0b215a5/ Connect With Tim Meisenheimer ➡️ https://www.instagram.com/tim.meisy ➡️ https://www.linkedin.com/in/meisy ============================= 📱 Subscribe and Listen to the Wealth Beyond Riches Podcast HERE: ============================= Apple: https://podcasts.apple.com/us/podcast/wealth-beyond-riches/id1741606815 Spotify: https://open.spotify.com/show/2GCc767IJ5uFNxo7naWwGD?si=c9c632221e1b4e6c Our mission at Wealth Beyond Riches is for you to reclaim your relationship with work and money. This is not another personal finance show about how to hack your way to riches. We cover the deeper dimensions of finance. These guests have thought long and hard about their relationship with work and money, so they can leverage their purpose and calling to have a greater impact on the world. The goal is that you hear something that moves your life 1% closer to your true purpose. #Leadership #BurnoutRecovery #SpiritualGrowth #WealthBeyondRiches #KristenWelch #MercyHouseGlobal #Podcast #womeninleadership #nonprofitleadership #burnout #sabbatical </video> <video> 7 Money Goals Everyone Should Hit By 60 Description: 7 Money Goals Everyone Should Hit By 60 Dave Zoller, CFP® My Favorite Free Retirement Planner https://bit.ly/Retirement-Planner Apply For A Free Retirement Planning Session https://streamlineplanning.com/start-here ----------------------- ⭐️ POPULAR RETIREMENT VIDEOS ⭐️ 1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS https://www.youtube.com/watch?v=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 2️⃣ 5 BIG Retirement REGRETS https://www.youtube.com/watch?v=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates? https://www.youtube.com/watch?v=8is20zlIb38&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 4️⃣ How the RICH Invest Their Money https://www.youtube.com/watch?v=6JZ0R0zQalU&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://www.youtube.com/watch?v=Zyw9G_kFi64&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 ----------------------- Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. </video> <video> No Couples Talk About This When Retirement Planning Description: After 15 years of planning couple's retirement, we're surprised how often they've never thought about these important questions. Dave Zoller, CFP® 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤️ My Favorite Retirement Planning Software+Video Walkthrough❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- ⭐️ POPULAR RETIREMENT VIDEOS ⭐️ 1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS https://www.youtube.com/watch?v=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 2️⃣ 5 BIG Retirement REGRETS https://www.youtube.com/watch?v=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates? https://www.youtube.com/watch?v=8is20zlIb38&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 4️⃣ How the RICH Invest Their Money https://www.youtube.com/watch?v=6JZ0R0zQalU&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://www.youtube.com/watch?v=Zyw9G_kFi64&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 ----------------------- Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. </video> <video> How Trump's Presidency Impacts Your Financial Future Description: Let's look at how the next administration might impact markets, the economy, taxes, inflation & social security. Then we'll discuss practical steps to take. Dave Zoller, CFP® 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤️ My Favorite Retirement Planning Software+Video Walkthrough❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- ⭐️ POPULAR RETIREMENT VIDEOS ⭐️ 1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS https://www.youtube.com/watch?v=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 2️⃣ 5 BIG Retirement REGRETS https://www.youtube.com/watch?v=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates? https://www.youtube.com/watch?v=8is20zlIb38&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 4️⃣ How the RICH Invest Their Money https://www.youtube.com/watch?v=6JZ0R0zQalU&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://www.youtube.com/watch?v=Zyw9G_kFi64&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 ----------------------- Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. </video> <video> This Will Make Retirement Boring Description: Why Your Retirement Is So Boring Dave Zoller, CFP® My Favorite Free Retirement Planner https://bit.ly/Retirement-Planner 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- ⭐️ POPULAR RETIREMENT VIDEOS ⭐️ 1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS https://www.youtube.com/watch?v=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 2️⃣ 5 BIG Retirement REGRETS https://www.youtube.com/watch?v=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates? https://www.youtube.com/watch?v=8is20zlIb38&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 4️⃣ How the RICH Invest Their Money https://www.youtube.com/watch?v=6JZ0R0zQalU&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://www.youtube.com/watch?v=Zyw9G_kFi64&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 ----------------------- Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. </video> <video> You Don’t Need Permission: Pam Marmon on Entrepreneurship, Financial Wellness, and World Schooling Description: 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/show/2GCc767IJ5uFNxo7naWwGD?si=sqVfSbyYRnm0mhlBKHiCgw In this episode of Wealth Beyond Riches, we sit down with Pam Marmon—entrepreneur, bestselling author, and expert in organizational change—for an empowering conversation about taking control of your life and dreams. Pam shares her candid thoughts on why waiting for permission or an invitation won’t get you where you want to go. From starting your own business to creating unique opportunities for your family through world schooling, Pam reveals how the desire to succeed is the first step toward making it a reality. ✨ What You’ll Learn in This Episode: - Why taking ownership is key to achieving your goals. - The mindset shift required to succeed in entrepreneurship. - How Pam balances financial wellness with family life and education. Pam also opens up about her decision to embrace "world schooling" with her family—a transformative approach that uses travel and global experiences as a foundation for learning. She explains how this intentional choice has not only enriched her children’s education but also strengthened their family bond, instilling curiosity, adaptability, and a love for lifelong learning. 🎧 Tune in now to be inspired by Pam’s journey and practical advice for embracing your dreams. 👉 Don’t forget to subscribe for more conversations that challenge the way we think about wealth, purpose, and impact. 00:00 Introduction to Wealth Beyond Riches 00:35 Embracing Change with Pam Marmon 02:05 World Schooling: A Family's Journey 07:10 The Importance of Family Values 10:29 Pam's Entrepreneurial Journey 13:14 Balancing Corporate and Entrepreneurship 18:19 The No Longer Do List 20:33 Solopreneurship and Personal Fulfillment 22:23 Balancing ROI and People 23:05 The Ripple Effect of Leadership 24:17 Embracing Change 24:53 Mentoring the Next Generation 25:52 Tailored Organizational Change 29:31 The Value of Freedom and Time 33:04 Generosity and Giving Back 39:18 World Schooling and Parenting 41:47 Exciting New Ventures 42:44 Conclusion and Final Thoughts Connect with Pam Marmon // Marmon Consulting website: https://marmonconsulting.com // LinkedIn: https://www.linkedin.com/in/pammarmon-change-management-consultant/ // Pam's Books: - No One’s Listening and It’s Your Fault: https://geni.us/nooneslistening - Speak Up or Stay Stuck: https://geni.us/speakuporstaystuck Connect With Tim Meisenheimer ➡️ https://www.instagram.com/tim.meisy ➡️ https://www.linkedin.com/in/meisy Our mission at Wealth Beyond Riches is for you to reclaim your relationship with work and money. This is not another personal finance show about how to hack your way to riches. We cover the deeper dimensions of finance. These guests have thought long and hard about their relationship with work and money, so they can leverage their purpose and calling to have a greater impact on the world. The goal is that you hear something that moves your life 1% closer to your true purpose. #changemanagement #worldschooling #leadership #entrepreneurship #wealthbeyondriches #PamMarmon #PurposeDrivenLiving #financialwellness #podcast #worklifebalance </video> <video> The One Cost You Must Cut In Retirement Description: It's often overlooked but can make a big difference in retirement. Dave Zoller, CFP® My Favorite Free Retirement Planner https://bit.ly/Retirement-Planner 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ----------------------- ⭐️ POPULAR RETIREMENT VIDEOS ⭐️ 1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS https://www.youtube.com/watch?v=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 2️⃣ 5 BIG Retirement REGRETS https://www.youtube.com/watch?v=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates? https://www.youtube.com/watch?v=8is20zlIb38&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 4️⃣ How the RICH Invest Their Money https://www.youtube.com/watch?v=6JZ0R0zQalU&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://www.youtube.com/watch?v=Zyw9G_kFi64&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 ----------------------- Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. </video> <video> Psychology Expert: 5 Simple Steps To Retire With Confidence Description: Discover the surprising secrets to a happy and fulfilling retirement as psychologist and best-selling author Dr. Daniel Crosby reveals how to balance money and meaning. Learn how to avoid common retirement pitfalls and create a life you’ll love after work! Dave Zoller, CFP® Dr. Crosby’s new book: https://amzn.to/3Bginwe 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤️ My Favorite Retirement Planning Software+Video Walkthrough❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement 00:00 Happiness in Retirement 01:06 Insights from Dr. Daniel Crosby 01:52 Understanding Financial Decisions 03:33 The 5 Steps for Retirement w/ Confidence 07:47 Finding Your Unique Strengths in Retirement 11:29 Mental Models for Better Money Decisions 18:35 Preparing for the Worst-Case Scenario in Retirement 23:44 Buying Happiness: Practical Tips 29:31 Money and Meaning in Retirement ----------------------- ⭐️ POPULAR RETIREMENT VIDEOS ⭐️ 1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS https://www.youtube.com/watch?v=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 2️⃣ 5 BIG Retirement REGRETS https://www.youtube.com/watch?v=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates? https://www.youtube.com/watch?v=8is20zlIb38&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 4️⃣ How the RICH Invest Their Money https://www.youtube.com/watch?v=6JZ0R0zQalU&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://www.youtube.com/watch?v=Zyw9G_kFi64&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 ----------------------- Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. </video> <video> Stop Letting Phones Steal Your Days: Joey Odom on Digital Wellness, Time Freedom, and Leadership Description: 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/episode/0orDCRkckIul1TKXYkYgg9?si=cxn1x9xhSXy7zNFonqdD8A In this episode of Wealth Beyond Riches, Joey Odom, Co-Founder of Aro (@aro2794) shares his journey from commercial real estate to creating a purpose-driven business that helps families and communities reclaim time and attention in a distracted world. ✨ What You’ll Learn in This Episode: - Joey’s Career Pivot: How he transitioned from real estate to founding Aro and the lessons he learned along the way. - The Mission of Aro: Why Aro is committed to creating phone-free spaces that foster deeper connections. - Practical Steps for Phone-Free Living: Tangible ways to reduce screen time and embrace more intentional living. - Reclaiming Time and the Power of Shared Moments: How reducing phone use can create lasting memories with loved ones. - The Digital Fast Initiative: A new approach to helping individuals and families reset their digital habits. Joey’s story and strategies offer a refreshing perspective on how to take back control of your time, lead by example, and build stronger relationships through intentional living. 🎧 Don’t miss this transformative conversation—tune in now to learn how to live more fully and meaningfully in today’s digital world. 👉 Learn more about Aro and their mission: https://www.goaro.com 📱 Learn about the digital fast: https://www.digitalfast2025.com 🎙️ Listen to the full episode on your favorite podcast platform: https://linktr.ee/timmeisenheimer 00:00 Introduction 00:23 Welcome to Wealth Beyond Riches 00:44 Playing the Intro Game with Joey Odom 06:01 Joey Odom's Journey and Career 12:40 The Mission and Evolution of Aro 22:58 Practical Steps to Reclaim Time from Phones 33:57 Date Night Phone Swap 34:14 Family Time and Deep Work 35:11 Reclaiming Time with Aro 35:24 Screen-Free Quality Time 36:45 Celebrating Aro's Achievements 37:44 The Digital Fast Initiative 39:33 Collective Action and Faith 49:01 Personal Reflections on Presence 55:43 Financial Wisdom and Generosity 01:03:43 Closing Thoughts and Future Plans Connect with Joey Odom // Aro Website website: https://www.goaro.com/ // Follow Aro on Instagram: https://www.instagram.com/goaronow/ // LinkedIn: https://www.linkedin.com/in/joeyodom/ // Joey's Podcast: https://www.goaro.com/podcast Connect With Tim Meisenheimer ➡️ https://www.instagram.com/tim.meisy ➡️ https://www.linkedin.com/in/meisy Our mission at Wealth Beyond Riches is for you to reclaim your relationship with work and money. This is not another personal finance show about how to hack your way to riches. We cover the deeper dimensions of finance. These guests have thought long and hard about their relationship with work and money, so they can leverage their purpose and calling to have a greater impact on the world. The goal is that you hear something that moves your life 1% closer to your true purpose. #IntentionalLiving #DigitalWellness #WealthBeyondRiches #JoeyOdom #AroCoFounder #FaithAndBusiness #ScreenTimeHabits #Podcast </video> <video> IRS Releases New 2025 Tax Brackets + Tax Sunsets Description: The IRS just announced changes for 2025 tax brackets but there are also tax provisions expiring at the end of next year. So it’s good to start thinking about it now to see how it might impact you. Dave Zoller, CFP® 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤️ My Favorite Retirement Planning Software+Video Walkthrough❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- ⭐️ POPULAR RETIREMENT VIDEOS ⭐️ 1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS https://www.youtube.com/watch?v=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 2️⃣ 5 BIG Retirement REGRETS https://www.youtube.com/watch?v=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates? https://www.youtube.com/watch?v=8is20zlIb38&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 4️⃣ How the RICH Invest Their Money https://www.youtube.com/watch?v=6JZ0R0zQalU&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://www.youtube.com/watch?v=Zyw9G_kFi64&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 ----------------------- Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. </video> <video> 7 Things To Do Before 2024 Ends Description: 7 Things To Do Before 2024 Ends Dave Zoller, CFP® 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤️ My Favorite Retirement Planning Software+Video Walkthrough❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement 00:00 - Number 1 00:24 - Number 2 05:03 - Number 3 06:27 - Number 4 07:50 - Number 5 08:12 - Number 6 09:26 - Number 7 10:15 - 7 Essential Accounts ----------------------- ⭐️ POPULAR RETIREMENT VIDEOS ⭐️ 1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS https://www.youtube.com/watch?v=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 2️⃣ 5 BIG Retirement REGRETS https://www.youtube.com/watch?v=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates? https://www.youtube.com/watch?v=8is20zlIb38&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 4️⃣ How the RICH Invest Their Money https://www.youtube.com/watch?v=6JZ0R0zQalU&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://www.youtube.com/watch?v=Zyw9G_kFi64&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 ----------------------- Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. </video> <video> Saying 'Yes' to Change: Kristen Welch's Journey from Blogger to Global Nonprofit Leader Description: 🎧 Listen & Subscribe on Spotify: https://open.spotify.com/episode/1zmCGtwXq5xSEXMfaT2mky?si=7mle2AwSS22UB9rCaddKHw In this episode, Tim sits down with Kristen Welch, acclaimed storyteller and founder of Mercy House Global. Kristen shares her unorthodox career path that began with a passion for writing and led to the founding of a nonprofit organization. She discusses her early influences, the impact of blogging, and the pivotal moments that redirected her life's mission. Kristen reflects on the importance of gratitude, rest, and the small 'yeses' that have shaped her journey. Dive deep into Kristen's transformative experiences, including a life-changing trip to Kenya and the founding of Mercy House Global, which empowers women and fights poverty through sustainable practices. 0:00 Introduction and Welcoming Kristen 0:30 Kristen's Unorthodox Career Path 2:18 Discovering the Power of Blogging 4:30 Life-Changing Trip to Kenya 12:20 Founding Mercy House Global 17:48 The Importance of Gratitude 24:46 Practicing Rest and Balance 32:19 Conclusion and Final Thoughts Books mentioned: Kristen Welch Books: https://wearethatfamily.com/books/ Ruthless Elimination of Hurry by John Mark Comer https://www.amazon.com/Ruthless-Elimination-Hurry-Emotionally-Spiritually/dp/0525653090 Ruth Haley Barton: https://www.ruthhaleybarton.com/books Connect with Kristen Welch & Mercy House Global // Instagram: https://www.instagram.com/kristengwelch/ // LinkedIn: https://www.linkedin.com/in/kristen-welch-0b215a5/ // Mercy House Global Website: https://mercyhouseglobal.org/ Connect With Tim Meisenheimer ➡️ https://www.instagram.com/tim.meisy ➡️ https://www.linkedin.com/in/meisy ============================= 📱 Subscribe and Listen to the Wealth Beyond Riches Podcast HERE: ============================= Apple: https://podcasts.apple.com/us/podcast/wealth-beyond-riches/id1741606815 Spotify: https://open.spotify.com/show/2GCc767IJ5uFNxo7naWwGD?si=c9c632221e1b4e6c Our mission at Wealth Beyond Riches is for you to reclaim your relationship with work and money. This is not another personal finance show about how to hack your way to riches. We cover the deeper dimensions of finance. These guests have thought long and hard about their relationship with work and money, so they can leverage their purpose and calling to have a greater impact on the world. The goal is that you hear something that moves your life 1% closer to your true purpose. #leadership #burnoutrecovery #spiritualgrowth #wealthbeyondriches #KristenWelch #MercyHouseGlobal #podcast #womeninleadership #nonprofitleadership #burnout #sabbatical </video> <video> DON'T Retire Yet - There's Another Way Description: DON'T Retire Yet - There's Another Way Dave Zoller, CFP® 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤️ My Favorite Retirement Planning Software+Video Walkthrough❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- ⭐️ POPULAR RETIREMENT VIDEOS ⭐️ 1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS https://www.youtube.com/watch?v=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 2️⃣ 5 BIG Retirement REGRETS https://www.youtube.com/watch?v=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates? https://www.youtube.com/watch?v=8is20zlIb38&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 4️⃣ How the RICH Invest Their Money https://www.youtube.com/watch?v=6JZ0R0zQalU&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://www.youtube.com/watch?v=Zyw9G_kFi64&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 ----------------------- Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. </video> <video> Is Warren Buffett Warning Us About 2025? Description: This is why and what we should do about it. Dave Zoller, CFP® 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤️ My Favorite Retirement Planning Software+Video Walkthrough❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- ⭐️ POPULAR RETIREMENT VIDEOS ⭐️ 1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS https://www.youtube.com/watch?v=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 2️⃣ 5 BIG Retirement REGRETS https://www.youtube.com/watch?v=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates? https://www.youtube.com/watch?v=8is20zlIb38&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 4️⃣ How the RICH Invest Their Money https://www.youtube.com/watch?v=6JZ0R0zQalU&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://www.youtube.com/watch?v=Zyw9G_kFi64&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 ----------------------- Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. </video> <video> New 401K Rules Coming In 2025 Description: New 401K Rules Coming In 2025 Dave Zoller, CFP® 🎯 Get The 5-Minute Retirement For Free 🎯 https://streamlineplanning.com/retirement ✅ Apply For A Free Retirement Planning Session ✅ https://streamlineplanning.com/start-here ❤️ My Favorite Retirement Planning Software+Video Walkthrough❤️ Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://streamlineplanning.com/diy-retirement ----------------------- ⭐️ POPULAR RETIREMENT VIDEOS ⭐️ 1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS https://www.youtube.com/watch?v=AR5gBjLEMjI&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 2️⃣ 5 BIG Retirement REGRETS https://www.youtube.com/watch?v=bTDiedqCALE&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates? https://www.youtube.com/watch?v=8is20zlIb38&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 4️⃣ How the RICH Invest Their Money https://www.youtube.com/watch?v=6JZ0R0zQalU&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://www.youtube.com/watch?v=Zyw9G_kFi64&list=RDCMUCJ-_I3IYY-nPzvg_gT7BO0Q&index=1 ----------------------- Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient Withdrawal Planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. </video>

Contacts and Links

Description

Streamline Your Retirement by getting these 3 key parts right!
1) Tax-efficient withdrawal planning
2) Investment Planning
3) Tax Reduction Planning

My name is Dave Zoller and I own Streamline Financial along with our team of retirement specialists.
Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half.

We can only work with a select number of clients so we created this channel to share what's working well for the families we help.
We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET!

Disclosure-Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC.
Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor.
Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.

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