Creating Life Success in Life
Takeaway: Be careful who you choose to surround yourself with.
Money Learnings: Jeremy’s father was an entrepreneur and he taught him a lot about business.
Bio: Jeremy Straub, CRPC, CFS® is the Founder and CEO of Coastal Wealth. With more than 20 years in executive level positions with fortune 500 companies, Jeremy is considered a financial industry thought leader who brings energy and passion to helping people preserve wealth. Jeremy couldn’t ignore his inherent entrepreneurial spirit and desire to create a financial services and wealth management firm of his own and in 2016 Coastal Wealth was created.
Originally from Bethlehem, Pennsylvania, Jeremy’s entrepreneurial nature was influenced by his father, who worked his way up in the auto industry from selling cars to owning dealerships. Jeremy’s top personal goal is to have a positive impact on his family, employees and community. He loves that his role at Coastal Wealth allows him to balance the “mind of a capitalist and heart of a social worker,” by helping clients reach their financial goals while living his personal dream as an entrepreneur.
Jeremy is on the board for YPO of Palm Beach and host of a podcast where he speaks with business owners and entrepreneurs.
Highlights from this episode:
COASTWEALTH.COM
Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!
Thanks for listening!
Show Sponsor: http://profitcomesfirst.com/
Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
If you like the show please leave a review on iTunes: http://bit.do/richersoul
https://www.facebook.com/richersoul
http://richersoul.com/
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Ep 223 Real Estate Syndications with Vinney Chopra
Ep 222 Katherine's Quest: One Woman's Journey to Elation with Pat Alva-Kraker
Ep 221 The Joychiever Journey: Evade Burnout, Surpass Your Goals and Out-Happy Everyone with Tracy LaLonde
Ep 220 You were Prewired for Greatness with Don Long
Ep 219 Paying Off $90,000 in Student Debt 1 Year After Graduation with Trevor Oldham
Ep 218 Building Your Personal Brand with John O'Connor
Ep 217 Emotionally Surviving in Current Times with Dr. Gary Salyer
Ep 216 How to Turn a Job Loss Into Your Greatest Achievement with Sandra Francisco
Ep 215 Define and Live Your Dream Life with Daniel Mangena
Ep 214 You're Making Other People Rich with Ryan Sterling
Ep 213 Full Spectrum Thinking with Futurist Bob Johansen
Ep 212 Building Wealth, a Bankers Perspective with Kevin Chittenden
Ep 211 Creating an Abundant Mindset with Matt Rodak
Ep 210 How to Start and Grow with Josh Lewis
Ep 209 Building a Successful Business With Tyler Ornstein
Ep 208 Stressless Success: The Surprising Secrets to a Life of Passion, Purpose and Prosperity!
Ep 207 The Power of Podcasting with Luis Diaz
Ep 206 Building the America Dream with Maricela Soberanes
Ep 205 Creating Abundance In Spite of Cancer with Dr. Shani Fox
Ep 204 48 Days to the Work and Life You Love with Dan Miller
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Organic Marketing Simplified: Effective podcasting strategy for growth and monetization
THE GO BIZ GUY
The Sigma Femme Podcast
The Prof G Pod with Scott Galloway
The Tim Ferriss Show