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Know what really pisses me off about podcasts guests and event speakers? When they show up and deliver nothing but fluff! As a podcast host and event organizer myself, I know how hard it is to find top-notch guests. People who show up to serve the audience and overdeliver by sharing the best of what they have to offer.

That’s my goal whenever I’m invited to someone’s show or event – OVERDELIVER. I’ve been a guest on dozens of podcasts. I’ve spoken at several high-level masterminds, like Brian Kurtz’s Titans Mastermind and Neil Patel and Eric Siu’s Growth Accelerator.

If I’m invited by you as a guest speaker, you’ll be very happy with the results. Believe me.

POTENTIAL TOPICS

  • My signature IP – Perfect Expert Model, Power Offers, and Mini Webinars

  • Living a semi-retired life as a 7-figure Solopreneur

  • How to make better marketing decisions based on cold, hard, data

  • Engineering your webinar sales presentation for massive conversions

  • Thinking outside the box as an entrepreneur and not following trends

SPEAKING & MEDIA

GUEST SPEAKING IS MY JAM

GOT A SHOW OR EVENT

COMING UP?

Know what really pisses me off about podcasts guests and event speakers? When they show up and deliver nothing but fluff! As a podcast host and event organizer myself, I know how hard it is to find top-notch guests. People who show up to serve the audience and overdeliver by sharing the best of what they have to offer.

That’s my goal whenever I’m invited to someone’s show or event – OVERDELIVER. I’ve been a guest on dozens of podcasts. I’ve spoken at several high-level masterminds, like Brian Kurtz’s Titans Mastermind and Neil Patel and Eric Siu’s Growth Accelerator.

If I’m invited by you as a guest speaker, you’ll be very happy with the results. Believe me.

POTENTIAL TOPICS

  • My signature IP – Perfect Expert Model, Power Offers, and Mini Webinars

  • Living a semi-retired life as a 7-figure Solopreneur

  • How to make better marketing decisions based on cold, hard, data

  • Engineering your webinar sales presentation for massive conversions

  • Thinking outside the box as an entrepreneur and not following trends

SPEAKING & MEDIA APPEARANCES

SPEAKING & MEDIA APPEARANCES

MEDIA APPEARANCE

MEDIA APPEARANCE

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PODCASTS

Experts Unleashed

Why 80% of Financial Planning Has Nothing to Do With Money | EU 141 with Sam Vande Weerd

May 18, 20261 min read
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In this episode of Experts Unleashed, I sit down with Sam Vande Weerd, managing partner and wealth advisor at Carson Wealth in Pella, Iowa, to dig into what financial planning actually looks like when it's done right. We talk about why 80% of what Sam does has nothing to do with money, his Ten-Ten-Eighty framework that he's never seen fail, the question most advisors never ask — "who do you want your money to bless?" — and why dying with the most money doesn't make you the winner. Sam also shares two client stories that completely redefine what a financial plan really is, including one that had a client coming up to him in tears at Christmas. Plus we get into needs, wants, and wishes, long-term care as a love letter to your children, and why there is only one way to retire — but multiple ways for your kids to pay for college.

YOU'LL DISCOVER:

➡️ Early Money Habits [04:18]

➡️ Retirement Mindset Shift [09:48]

➡️ Behavioral Coaching Edge [14:58]

➡️ Comprehensive Planning Funnel [26:03]

➡️ Discovery Questions That Matter [30:25]

...And much more!

WATCH INTERVIEW:

TRANSCRIPT:

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financial planningretirement planningbehavioral financefinancial plan for business ownerscomprehensive financial planretirement savingswealth management
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Joel Erway

I wrote and self-published a Kindle book teaching engineers how to pass the Fundamentals of Engineering certification exam. And while it was successful, I quickly realized selling ebooks wasn’t going to make enough money to feed my family. I started selling a course on career development for engineers. That didn’t go well either.

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