When celebrities, musicians, and the ultra-wealthy want toget their time back and become more productive, they call Tarra Stubbins. Tarra made a career providing concierge services and assistance to artists like the Rolling Stones, Lady Gaga, Kiss, and Drake–and now supports a wide range of business owners at the highest level at Take It Easy Personal Concierge.

In our conversation, Tarra and I dig into how her pursuit of success as an artist helped her find her lane behind the scenes and what she’s learned about time management and routines from her time around the world’s biggest superstars.

You’ll also hear how the most successful people in the world are laser-focused on their goals, projects, and pursuits and how having the right people in executive assistant roles make huge contributions to the success of both CEOs and rock stars, even remotely or virtually.

Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/91

Key Takeaways:

• How Tarra launched her career by hopping on a tour bus with Kenny Rogers and doing the behind-the-scenes work that needed to be done.
• Tarra’s approach is to build trust and credibility with VIP clients and ultra-high-net-worth individuals.
• Why is no celebrity or CEO’s daily routine going to be the single thing that makes you as successful as they are, and how can you meaningfully start taking back your time?
• The power of controlling your schedule, building discipline in your practice, and simply showing up.
• How remote, hybrid and virtual executive assistants can continue to add value without being in the same place as their clients.

Interview Resources:

• Tarra Stubbins
• Tarra Stubbins on LinkedIn | X/Twitter
• Take It Easy Personal Concierge Inc. on LinkedIn
• The Rolling Stones
• Lady Gaga
• Kenny Rogers
• Mick Jagger
• Drake
• Keith Richards
• Jack Daniel’s
• Jerry Seinfeld
• Tim Ferris

Today's guest is none other than Bayntree's Director of Corporate Development, Brian Hartstein. If you're a business owner looking for advice and strategies on tax planning or creating pensions, Roth IRAs and 401(k) plans, you've come to the right place.

In our conversation, Brian and I are exploring different ways business owners can start preparing–especially with our pretax dollars–to create the best possible financial outcomes not just for themselves but also for their employees.

We'll cover some of the big mistakes business owners make when it comes to pretax spending, how Brian analyzes a prospective client's business to recommend solutions, and why it's so important for entrepreneurs to have a solid financial education of their own.

Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/90

Key takeaways

• The common issues business owners face when it comes to paying themselves out, creating a great company culture, and avoiding tax pitfalls.
• Why so many business owners lack the proper guidance when it comes to financial planning and especially taxes.
• How a third-party administrator can fit into your business structure to help meet your financial goals.
• The ABCs of employee benefits and contribution matching and how to find the sweet spot that works best for you and your employees.
• Why tax planning is only going to get more important over the next 10-15 years–and why there’s no better time to get started than right now.

Interview Resources

• Bayntree Wealth Advisors
• Bayntree Wealth Advisors on YouTube | LinkedIn | Instagram | X/Twitter
• Brian Hartstein, MSFS, CLU, ChFC on LinkedIn

Life as a business owner doesn't come without daily challenges to overcome. The marketplace is constantly changing with new competition and technology, in addition to managing your team, inbox, and voicemail.

So, today's episode is all about the obstacles that most entrepreneurs face in 2024 and the strategies I've used to overcome them.

I'll focus on navigating the relentless bombardment of information overload, overcoming perfectionism, and preventing the fear of failure from limiting growth in your business and stunting progress. You'll learn how confronting challenges and being adaptable and resilient are critical to entrepreneurial success in today's fast-paced economy.

Key takeaways

• Stay focused and organized when dealing with information overload with emails and social media. Overcome perfectionism and embrace progress.
• Waiting for perfection limits business growth.
• Resist the temptation to chase new technologies like AI and ensure new tech is a fit for your business.
• Never be afraid to fail. Embrace failures as learning opportunities.
• Adapting to economic uncertainty and focus on the things within your control.
• Comparison is the thief of joy.
• Creating a great culture will retain top talent.

Interview Resources

• Entrepreneur's Organization
• Slack
• Blackberry
• Apple

Today, I’m talking to my good friend and serial entrepreneur Aaron Chamberlin. Aaron is a well known chef here in the Phoenix area who has owned a number of restaurants, including Saint Francis, Taco Chelo, and Phoenix Public Market, diversified across industries, and achieved success in a field notorious for its extraordinary challenges.

In our conversation, Aaron shares lessons from his 37 years in the restaurant business. You’ll hear the story of how he honed his skills under Jean-Georges Vongerichten, why it’s so common for “successful” restaurants to barely turn a profit, and the hard lessons he learned that helped him experience remarkable growth, personally and professionally, since 2018.

Key takeaways:

• How Aaron discovered his passion for cooking and survived 70+ hour weeks while earning very little money in New York City.
• What inspired Aaron to open Saint Francis in his home state of Arizona, why the business was an immediate public success, and what drove him to sell it.
• How Aaron shifted his mindset as he opened Taco Chelo and the Phoenix Public Market to improve his profit margins and his growth.
• What Aaron has done to diversify his investing, share his passion with his family, and weather the storms along the way.

More interview resources can be found on the episode page: https://www.bayntree.com/87

Interview Resources:

• Watch Episode on YouTube
• Aaron Chamberlin on LinkedIn | Instagram | Facebook
• Taco Chelo
• Taco Chelo on Instagram | Facebook
• Phoenix Public Market Cafe
• Tempe Public Market Cafe
• Ghost Ranch
• Michel Richard
• Jean-Georges Vongerichten
• Daniel Boulud
• Restaurant DANIEL
• La Grande Orange Grocery
• Robert Lynn
• Craig DeMarco
• Postino
• Chelsea's Kitchen
• Radio Milano
• Gennaro Garcia
• Fife Symington
• Scott Barker
• Copperstate Farms

Today, I’m talking to Ryan Madrid, co-founder of Bison Ventures and host of the Into The Storm Podcast.

After leaving corporate America, he joined VIP Mortgage as the Director of Business Development. Before long he was bringing in one billion in mortgage loan sales on his way to being in the area's top 1% of mortgage lending.

In this conversation, Ryan talks about his entrepreneurial journey with deep family roots, how Bison Ventures’ corporate culture has helped them become one of Phoenix’s leading mortgage companies, and the power of building a culture to create great client experiences.

Key takeaways:

• Why incredible customer service is key to weathering tough times in any industry.
• The advice Ryan’s uncle gave him to help him leave corporate America and find his true calling.
• How Ryan survived tough personal times, left the corporate world, found his business partner, and got on a new track to success.
• What differentiates Bison Ventures from other mortgage firms.
• The humbling business challenges Ryan has faced in the last several years–and how he got through them.

Interview Resources

• Bison Ventures
• Bison Ventures on LinkedIn | Instagram | Facebook
• Ryan Madrid on LinkedIn | Facebook | Instagram
• Into the Storm Podcast on YouTube | Apple Podcasts | Spotify | Instagram
• Abbott
• Johnson & Johnson
• VIP Mortgage
• Fantasy
• Stuart M. Crawford
• Breanna Burton
• Jeremy West
• Jay Barbour
• Keith Teegardin
• Anthem
• Brian Moore
• Liz Kleven
• Trisha Madrid
• Lana Ambrose

If you’re growing a business and a family, you’re probably more than a little familiar with moments of chaos. And if you’re listening to this podcast, you probably know how it feels to have too much on your plate and perhaps wondered how to make positive, powerful shifts in the face of big challenges.

Today, I’m excited to introduce you to my friend and mentor Elizabeth Winkler. Elizabeth is a Licensed Marriage and Family Therapist and Certified Meditation Teacher, and her work has helped thousands of people all over the world.

In today’s episode, we dig into the power of mindfulness, how to start (and stick to) a meditation practice of your own, and how to use these incredible tools to declutter your mind, tap into your superpowers, and approach everything in your life in flow.

Key takeaways:

• What it means to practice mindfulness and live with intention.
• What stops people from having a meditation practice.
• How to help unwind the Type-A mind to harness your energy more effectively.
• Why fear is at the root of your perfectionism–and what to do about it.
• Why there’s never been a better time to start meditating than right now.
  

Interview Resources

• Elizabeth Winkler
• Elizabeth Winkler on Facebook | LinkedIn | Instagram | TikTok
• The Shadow & the Light Podcast
• davidji.com
• Calm
• Insight Timer
• Dr. Andrew Huberman
• Michael Singer
• The Untethered Soul: The Journey Beyond Yourself by Michael A. Singer
• The Surrender Experiment: My Journey into Life's Perfection by Michael A. Singer
• Jamar Rogers
• The Voice

For many people, election years bring a lot of stress. That’s especially true in the most recent elections. Media coverage is 24/7, and there are new polls and promises in the headlines, which can cause uncertainty among investors.

So today, I’m jumping on the mic with John Gengle, a Financial Advisor at Bayntree Wealth, to discuss what history has taught us about previous election years and what to expect from this one.

In our conversation, you’ll hear how changes to which party is in power rarely lead to a significant impact on the economy, how fixed-income investments have been undervalued, and how Congress plays a more critical role in our tax laws and economy than a new President.

Key takeaways:

• What to expect if a Democrat or Republican President is elected.
• Why campaign promises don’t always lead to sweeping economic changes.
• The benefits that a divided congress has on economic policy.
• How fixed income investments have been undervalued in recent years.

🎯 Are You on Track for Retirement? Take Our Free Quiz to Find Out https://www.bayntree.com/quiz

🚀 Download Your Free Dream Plan Retire Toolkit https://www.bayntree.com/dpr-toolkit/

📞 Schedule a 15-Minute Call & Start Planning for the Retirement of Your Dreams https://calendly.com/bayntreeteam/dream-plan-retire

Music: The Whole World Crashes Down – Astral Orange