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! joshholtzman@eosworldwide.com

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

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