Join Jonathan Krueger and Mark Ralfs as they interview Eric Munson & Michael Block. Eric Munson co-founded Adit Ventures in 2014 at the request of family offices seeking to obtain shares in select late-stage venture-backed growth companies. His 35 years of experience include work in alternative asset management, corporate finance, mutual funds, and private equity and venture capital. He has developed and managed 18 different funds while raising assets of more than $20 billion. Michael Block is a Managing Director and Special Advisor at Adit Ventures and chairs the firm’s Advisory Board.  He is also a member of the firm’s Investment and Research Committees, and serves on the board of education technology company Esme Learning Solutions. He is a well-known authority and practitioner on macroeconomics, the public and private markets, and alternative investments.  He often appears as an expert panelist on Fox Business, CNBC, Bloomberg TV, and CNN, and is cited in publications like CNNMoney, Barron's, the Wall Street Journal, and the Washington Post.

LIving a Richer Life by Design

The Prospect of Considering Late-stage Venture Capital in a Portfolio

We all want to succeed and grow in a few key areas of life: our relationships, our careers, and our finances. There is so much potential in each one of us, yet sometimes we fall prey to thinking “if only I had ___, then I could be more successful!” Jonathan Kruger shares some wisdom on how to grow in prosperity right where you are by getting the most out of your relationships, how you spend your time, and how you spend your money. Christian Biz Owners On Fire: Leveraging Your Current Life for Higher Prosperity: https://www.christianbizownersonfire.com/leveraging-your-current-life-for-higher-prosperity/ Christian Biz Owners On Fire podcast: https://www.christianbizownersonfire.com/podcast/

Christian Biz Owners On Fire: Leveraging Your Current Life for Higher Prosperity

Jonathan guests on the Richer Soul podcast, hosted by Rocky Lalvani. Jonathan shares how to live life holistically and build a financial team to help you achieve wealth. Jonathan’s parents taught him to give and save. They instilled the value of setting and achieving goals.

The Richer Soul Podcast featuring Jonathan Krueger

Join Jonathan Krueger and Mark Ralfs as they interview Bj Kittredge, a former health care professional and educator. Her new book, with Thelma Reese, is titled: How Seniors Are Saving the World:  Retirement Activism to the Rescue.  In their new book, they share inspiring true stories of seniors working with vigor and purpose. They argue that instead of thinking of the 60s – 90s as the twilight years, this is when many come into their power. From social activism to returning to careers to fighting the COVID-19 pandemic, seniors offer wisdom, experience, and energy.

How Seniors Are Saving the World: Retirement Activism To The Rescue!

Join Mark Ralfs as he interviews Dr. Jim Grubman and Dr. Dennis Jaffe. Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues that arise around wealth. He helps families establish healthy patterns of communication, governance, estate planning, and parenting for succeeding generations. He is the and co-author (with Dennis T. Jaffe, PhD) of Cross Cultures: How Global Families Navigate Change Across Generations, and has a new book, Strangers in Paradise: How Families Adapt to Wealth Across Generations. Dr. Dennis Jaffe is a leading architect of the field of family enterprise consulting and an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research, a Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel.

The Journey Across Wealth-Global Cross-Cultural Intelligence

Join Mark Ralfs as he interviews Dr. Jim Grubman and Dr. Dennis Jaffe. Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues that arise around wealth. He helps families establish healthy patterns of communication, governance, estate planning, and parenting for succeeding generations. He is the and co-author (with Dennis T. Jaffe, PhD) of Cross Cultures: How Global Families Navigate Change Across Generations, and has a new book, Strangers in Paradise: How Families Adapt to Wealth Across Generations. Dr. Dennis Jaffe is a leading architect of the field of family enterprise consulting and an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research, a Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel. For show notes and more: https://lionsgateadvisors.com/podcasts/

The Journey Up: Rising Economic Culture

Join Mark Ralfs as he interviews David Markowski. For thirty years David Markowski has been actively involved in capital investment for private and public start-ups. Throughout the 80s and early 90s David Markowski worked with and later built an independent Wall Street broker dealer that specialized in start-up IPOs. After a decade and the experience of generating $500 million in funding for early stage companies David left Wall Street to form a consulting organization focused on supporting early-stage first mover and disruptor companies.  He is experienced in Private Equity, Public IPOs, Venture Capital and Crowd Funding.  For show notes visit: https://lionsgateadvisors.com/2020/11/creating-generational-wealth/

Creating Generational Wealth

On today’s show we will be talking to our guest Martin Bamford.  Martin has been a Financial Planner for more than 17 years, working with a wide range of clients to help build, manage, and protect their wealth. He’s a Chartered Financial Planner, Fellow of the Personal Finance Society, and published personal finance author, hosting the Informed Choice Radio podcast and a digital marketing specialist and professional photographer.

Making Informed Choices in Your Financial Planning

On today’s show we will be talking to our guest Thayer Willis is an internationally recognized author and expert in the area of wealth counseling.  Since 1990, she has specialized in helping people of all ages handle the psychological challenges of wealth.  A member of the founding family of the multi-billion-dollar Georgia-Pacific Corporation, Thayer offers an insider’s perspective on the privileges and tragedies that wealthy families face on a regular basis. Thayer has an MA from the University of Oregon, an MSW from Portland State University and is a licenses clinical social work.  She is a very popular speaker, facilitator and counselor and is famous for her caring, no-nonsense, practical approach to resolving conflict.

The Next Generation of You

 What was Jesus's point in talking about money so much in the scriptures? Does Jesus actually want us to become wealthy? In this episode, Ellis sits down with Jonathan Krueger, who has helped high net worth clients build, grow, and protect their wealth for the last two decades. We take a deep dive on what the bible says about the blessing of wealth and how we can truly be KINGDOM capitalists. Other topics discussed:  What was Jesus's point in talking about money How to get out of a poverty mindset- You must give your way out NOT earn your way out Why we should test God with our finances The difference between a tithe and an offering  https://the-kingdom-capitalist-show.simplecast.com/ 

Does Jesus Want Me To Be Wealthy? The Kingdom REI Podcast Podcast

Jonathan Kruger was recently interviewed on the Get Invested Podcast. Get Invested is dedicated to time poor professionals who want to work less and live more. Host, Bushy Martin, and his influential guests share know-how on the ways investing in property can unlock the life you always dreamed about and secure your financial future. Listen in for discussions on: the right way to look at money, the potential for a global depression and what investment opportunities this presents, and the future opportunity of crowdfunding and cryptocurrency. Show notes and more:  https://lionsgateadvisors.com/2020/09/discussing-livin…invested-podcast/ Get Invested Podcast: https://bushymartin.com.au

Discussing Living a Richer Life By Design on the Get Invested Podcast

The COVID-19 pandemic has turned the whole world upside-down. Almost everyone in any industry has been feeling its effects to varying degrees. Traci DeForge and Eric Brotman discuss with guest, Jonathan Krueger, how COVID-19 has impacted the business of being a financial advisor. As the CEO and Investment Advisor of Lionsgate Advisors, Jonathan is dealing and leading through the changes brought on by the pandemic in their company. He shares with us the things they were inevitably forced to put into place and gets into the current struggles many financial advisors face now as well as the families and individuals who are bearing the brunt of the pressing financial challenges. Listen in on this conversation to learn more from Jonathan how financial advisors can navigate the changes we see now into the future while also keeping the mental and business health in check.

The Impacts Of COVID-19 To The Business Of Financial Advisors

How can you become a better steward of your money? In this conversation, Martin Bamford, host of Informed Choice Radio, and Jonathan Krueger talk about the ‘slight edge’ that disciplined people enjoy when it comes to their money and their life. We also get into a conversation about why we are witnessing the perfect recipe to bankrupt the global economy – and what investors should do about it. Episode from episode #508 of Informed Choice Radio.  Lionsgate: https://lionsgateadvisors.com/podcasts/ Informed Choice Radio: https://icradio.co.uk/

Informed Choice Radio Personal Finance Podcast with Jonathan Krueger

On today’s show, we will be talking to Janet McKee, speaker, bestselling author, high-performance consultant, and CEO of SanaView. She is one of only 200 elite coaches in the world Certified in High Performance by the High-Performance Institute and has been inducted as a member of the National Association of Experts, Writers, and Speakers. She is the author of the new book, Stressless Success: The Surprising Secrets to a Life of Passion, Purpose, and Prosperity. Janet created the acclaimed Accelerated High-Performance Program and the emPower3 Leadership + Lifestyle Retreats to empower others to break negative patterns and achieve greater success. During this episode you’ll hear: Learn about the phrase "stressless success" What inspired Janet to write the book and how she discovered the ideas she shares What happens to us when we experience stress The impact that our reaction to stress has on our lives Ways to shift from stress to success Learn what Janet means by negative thoughts can actually be a positive thing. take everything you have been taught about peak performance and set it aside Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.   Resources: Janet McKee, speaker, bestselling author, high performance consultant and CEO of SanaView. She is one of only 200 elite coaches in the world Certified in High Performance by the High-Performance Institute and has been inducted as a member of the National Association of Experts, Writers and Speakers. She is author of the new book, Stressless Success: The Surprising Secrets to a Life of Passion, Purpose, and Prosperity. Janet created the acclaimed Accelerated High-Performance Program and the emPower3 Leadership + Lifestyle Retreats to empower others to break negative patterns and achieve greater success. LinkedIn    janetmckee.com lionsgateadvisors.com/podcast

Choose to Recalibrate Your Energy During the Pandemic

On today’s show we will be talking to Dr. Dennis Jaffe, a leading architect of the field of family enterprise consulting and an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research and leads their 100-Year Family Enterprise Research Program. He is also Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel reporting on cross-generational family businesses and wealth. His new book is Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises. During this episode you’ll hear  The importance of studying long-term family businesses and why they are so special His experience in studying 100 large global family businesses that had been together for more than three generations What “generative” - value-creating means for these types of family businesses What shirtsleeves to shirtsleeves means and how families sell or lose their business, and other negative stories about family business How to build innovation into family culture over generations, rather than just feeling comfortable with their considerable wealth How did families in his study manage to develop successful leadership and commitment for several generations Stories from one of the most memorable families in his study 

What Successful Family Businesses Do to Survive Beyond the “Three Generation Curse”/Expert Tips

At LionsGate Advisors, we believe a truly rich life entails much more than financial prosperity. It means crafting a life with purpose and intention. Our guests come from a variety of backgrounds with diverse professional expertise, yet they all have one thing in common: an aspiration to live a richer life by design. Join us for the Living a Richer Life by Design podcast as we discuss a variety of subjects including fulfilling relationships, vibrant health, community engagement, social impact and of course, stewardship of your finances.

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LIving a Richer Life by Design

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