Noah Rosenfarb is the founder of Freedom Family Office, a “comprehensive financial firm offering personalized wealth advice for entrepreneurs.” Noah is a seasoned wealth coach, with over two decades of experience in the industry. He’s also a serial entrepreneur that has built, sold, and invested in more than 50 real estate acquisitions valuing nearly $1 billion. Listen in as Kalika and Noah talk all about what it really means to achieve financial freedom. Noah covers actionable strategies in building passive income, managing taxes, and maintaining a healthy personal life. Tune in!

Timestamps:

02:20 Financial Freedom and Time Freedom

04:49 Lifestyle Creep

07:51 Setting Personal Goals

11:00 Tax Strategies

22:11 Life Insurance

26:51 Longevity and Financial Planning

28:19 Teamwork Makes the Dream Work

28:45 Noah’s Daily Life

30:05 EOS and Business Systems

32:46 Estate Planning

35:42 Proactive Planning

38:51 Financial Advice

43:22 The Role of Technology

Links:

Freedom Family Office: https://freedomfamilyoffice.com/

Wealththrive: https://www.wealthrive.com/

Talk About Tax: https://talktofreedom.com/talkabouttax/

Matt Dusig is an artist, entrepreneur, and publisher. Matt, a former tech CEO turned fine art photographer, has had quite an entrepreneurial journey. Having successfully built and sold multiple businesses like GoZing and Innovate MR, the latter of which sold for $150 million, Matt brings a unique blend of creativity and strategic insight to his works as an artist. In this episode,  Matt shares his story. His fine art photography work has led him to many beautiful locations, capturing the majesty of wild horses, the grandeur of Hawaii’s landscapes, and the dynamic cityscapes of Los Angeles. Listen in!

Timestamps:

03:11 Matt’s Origin Story

07:44 The Birth of GoZing

16:48 Building and Selling InnovateMR

19:57 InnovateMR's Unique Approach and Success

27:21 Exit Strategies

29:36 Facilitating Company Growth

32:18 Facing Challenges

38:36 Transition to Fine Art Photography

42:35 Adventures in Horse Photography

51:44 Advice for Aspiring Entrepreneurs

54:31 Looking to the Future

Links:

Matt’s Website: https://www.dusig.com/

Instagram: https://www.instagram.com/mattdusig/

LinkedIn: https://www.linkedin.com/in/mattdusig/

Josh Holtzman is a fourth-generation entrepreneur who knew at an early age that he wanted to become a leader in business. A successful entrepreneur and a seasoned business coach, Josh is also an Expert Entrepreneurial Operating System (EOS) Implementer. Having had multiple successful exits under his belt, Josh is quite the serial entrepreneur. Though already successful, the real shift came when Josh adopted EOS. Wanting to share his experience with the world, Josh spends his time nowadays focused on helping others strengthen their business using EOS. Listen in! 

Timestamps:

01:21 Origin Story

02:41 Impact on LA Businesses

08:42 Leadership Alignment

10:14 EOS Implementation

17:04 Navigating Business Partnerships

21:30 Vision Traction Organizer (VTO)

25:48 Discovering the EOS Life

29:10 Vulnerability

39:12 Video Marketing

43:22 Personal Habits

Links:

Reach out to Josh! [email protected]

Josh’s Page: https://www.eosworldwide.com/josh-holtzman

Josh’s LinkedIn: https://www.linkedin.com/in/josh-holtzman-33916a/

Amanda Ma is the founder and CEO of Innovate Marketing Group, an award-winning corporate event agency based in Los Angeles. With over 20 years of experience, Amanda has worked with top brands like Google, TikTok, and East West Bank. Amanda is devoted to community leadership, serving on multiple boards and advisory councils. Listen in as she shares insight about what goes into corporate event hosting, how she managed her company through the pandemic, and how to find a work-life balance. 

Timestamps:

01:32 Intro to Amanda

03:19 How It All Started

05:18 Creating Impactful and Intentional Events

07:29 Building Trust

10:04 Innovative Ideas and Trends

16:07 Balancing Work and Family Life

20:09 Advice for Aspiring Entrepreneurs

22:52 Overcoming Business Challenges

25:12 Pandemic Pivoting

27:58 Looking Forward

Links:

Innovate Marketing Group: https://innovatemkg.com/

Amanda’s LinkedIn: https://www.linkedin.com/in/amandamaimg/

Amanda’s Website: https://amandama.co/

Catie Chase is a purpose-driven educator with over two decades of experience. An ICF-certified life and leadership coach, Catie shares her passion for empowering students and how to provide them with a positive framework for their future. Listen in as she shares how she navigated her business through the pandemic, how to educate with purpose, and how an environment rooted in advocacy and empathy help lead to entrepreneurial growth.

Timestamps:

01:12 Introduction to Catie

01:28 Challenges Faced by Modern Parents

02:26 The Importance of Life Coaching

06:15 Tools for Entrepreneurial Parents

10:22 Clarity, Focus, Ease, and Grace

13:44 Understanding Self-Efficacy and Neurodiversity

16:35 Supporting Neurodivergent Individuals

20:25 Modern Toolbox for Success

26:20 Pillars of Success

28:21 The Role of Parents in Student Success

30:01 Grace and Gratitude

33:01 The Importance of Peer Tutoring

38:01 Finding the Right College Fit

Links:

Catie’s Website: https://www.catiechase.com/

Catie’s LinkedIn: https://www.linkedin.com/in/catierchase/

David Aferiat is the founder of Avid Vines, an organic wine importer based out of Atlanta. Avid Wines specializes in high-quality, certified organic champagnes. In this episode, listen in as David shares his journey and shares insights into fostering business growth and community through shared values and experiences. David talks about his experiences with starting Avid Vines, the challenges of business partnerships, wellness, and even myths about champagne. 

Timestamps:

01:14 - EO connections

04:05 - Avid Vines

09:41 - Myths about champagne

13:31 - Personal growth

20:54 - Perseverance and Purpose

32:20 - The Hero's Journey

34:31 - Framework for Personal Growth

36:07 - Daily disciplines

45:36 - Looking Forward

48:33 - Exploring champagne and avid vines

Links:

Avid Vines: https://avidvines.com/

David’s Instagram: https://www.instagram.com/david_aferiat/

David’s Linkedin: https://www.linkedin.com/in/david-aferiat/

Gabriella Santaniello is the CEO of A Line Partners, which specializes in retail consulting through their multi-pronged approach that incorporates qualitative and quantitative data in their research process. Gabriella has an extensive background in sales strategy, having worked with renowned brands such as Ralph Lauren, Nautica, Neiman Marcus, and Nordstrom. She also served as an independent consultant specializing in brand distribution and wholesale sales strategy for department stores and specialty chain retailers. Listen in as Gabriella shares her insights and expertise!

Timestamps:

01:32 About Gabriella

02:30 Independent research provider

03:43 Brick-and-mortar

05:44 Gabriela's career journey

09:18 Helping international brands enter the U.S. Market

17:01 Retail strategies and consumer behavior insights

25:11 Trends and predictions for 2024

28:15 Social media and tiktok

33:36 AI in retail

34:36 Secret shoppers

38:37 Global fashion trends

43:41 Advice for aspiring entrepreneurs

Links:

A Line Partners: https://www.alinepartners.com/

Gabriella’s LinkedIn: https://www.linkedin.com/in/gabriellasantaniello/

Rob Dube is the co-founder and co-CEO of ImageOne and co-author of “Shine: How Looking Inward is the Key to Unlocking True Entrepreneurial Freedom.” He speaks about his journey and talks about the duality of mindfulness and meditation in leadership. In this episode, Rob shares how to build a solid foundation in entrepreneurship, manage the inner and outer journeys, and what the 10 Disciplines mean in realizing real freedom and peace. Learn how structure and discipline with intentional practices like meditation can lead to heightened creativity, clearer decision-making, and impactful leadership.

Timestamps:

01:23 Intro to Rob Dube

04:02 Inner and Outer Journey

10:46 Love or Fear

17:25 Peace and Balance

34:31 Meditation and other mindfulness practices

38:45 Understanding Mindfulness

44:50 Authenticity

52:12 Work-life Balance

56:13 Saying No

59:57 Simple Pleasures

Links:

Rob’s Website: https://robdube.com/

Shine: https://the10disciplines.com/shine/

The 10 Disciplines: https://the10disciplines.com/

Since 2013, Katy Gala has helped individuals and teams achieve personal and professional breakthroughs through her Harmony Method. The Harmony Method, which Katy created in 2013, is a holistic approach to achieving work-life harmony. Katy’s coaching journey began after a series of car accidents led her to exploring holistic healing practices. She has since become a certified health counselor, yoga instructor, executive coach, and NLP trainer, integrating ancient healing traditions into her coaching. Listen in as she shares her story in overcoming chronic pain, discovering holistic practices, and how she founded the Aura Center, a “unique and immersive experience for guests seeking tranquility and connection with nature, with breathtaking views of the majestic Mount Shasta.”

Timestamps:

01:14 Meet Katy

04:40 Life-altering accidents

07:57 Deciding to heal

12:06 Building a Holistic Coaching Practice

19:06 Creating curriculum

25:36 Mission

26:07 Adventures

27:07 Aura Center

35:00 Communication is key

37:13 Preventing burnout

38:01 Advice for Entrepreneurs

Links:

Katy’s Website: https://katygala.com/

Aura Center: https://aurashasta.com/

Shirley Wiliani is the founder of A La C.A.R.T.E. Solutions (ALC for short) and has over 20 years of experience in accounting and finance. ALC aims to provide owners of small and mid-sized businesses with accounting services on par with that of larger enterprises. Shirley’s experience makes her a frequent speaker, having recently spoken at EO Los Angeles’s Forum about The Predictive Index. This episode also talks about how Shirley created a thriving business with a strong focus on employee well-being and cultural fit. She also opens up about overcoming personal hardships, such as her battle with breast cancer and its profound impact on her life and business philosophy. 

Timestamps:

01:44 Meet Shirley

04:04 Discovering the Predictive Index

05:50 Personal Strengths

08:06 Employee Engagement

15:13 Difficult Clients

19:52 Boundaries for Success

21:27 Top and Bottom 1%

22:29 Overcoming Breast Cancer

23:31 Marriage Counseling Date Nights

26:29 The Predictive Index vs. Other Personality Tests

38:29 The Power of Vulnerability

Christy Moody is the founder of Soleil Sunwear, a California-made but French-inspired sunwear clothing and apparel brand. Wanting to protect her skin from harmful sun exposure, Christy set out to create a brand that was both stylish and comfortable while also being effective. From her initial prototypes on her living room floor to creating a hugely successful brand, Christy’s journey has been one of grit and determination. Listen in as Christy shares insights on navigating sales, marketing, and the importance of word of mouth. As Christy says, “ It doesn't matter how good your product is if people don't know about it.”

Timestamps:

01:21 About Christy

02:19 Inspiration for Soleil Sunwear

05:55 Challenges

08:20 Building the Brand

15:41 Strategies and Collaborations

20:06 Customer Feedback

24:41 Embracing Creativity and Taking the First Step

26:10 Balancing Business Growth and Financial Stability

27:44 The Power of Persistence

30:56 Community and Collaboration

33:47 Exciting Plans and Future Collaborations

39:20 Learning from Mistakes and Moving Forward

Links:

Soleil Sunwear: https://soleilsunwear.com/

Christy Moody: https://www.instagram.com/christy_moody/