Daniel Blue | Be A Tactical Leader

“Rewards, cashback, that’s a game, right? These credit card companies, they use that as a marketing tactic to give them business… Use that to your advantage, we get a lot of free money, but don’t just turn around and give them that money back because you’re paying a bunch of interest on that debt.” – Daniel Blue

In this episode of Tactical Friday, Daniel Blue goes back for more tactics to apply in creating your financial plan, particularly towards establishing a solid retirement blueprint. He advises the proper way to use credit cards to our advantage and how to make the most out of the existing retirement accounts.

Daniel is a regular contributor to Forbes.com and the owner of Quest Education, a company that helps entrepreneurs obtain capital for their companies, pay off high-interest debt, and use self-directed retirement accounts to invest in alternative assets. With over 10 years of educating small business owners, Daniel has a knack for helping individuals get creative with their finances that lead to life-changing results. Under Daniel’s leadership, Quest Education has reached the 7-figure mark two years in a row with a thousand customers throughout the United States. His story is unique in the sense he had a daughter when he was 19 years old and overcame an addiction to Oxycontin at 20 years old. Those two life-changing moments helped shape Daniel into becoming the man he is today.

[00:01 – 00:39] Opening Segment

If you have a platform and you want to create content that DELIVERS, go over to knightly.productions!
For the first part of my interview with Daniel, tune in to last Monday’s episode

[00:40 – 07:18] Steps to Take in Crafting Your Retirement Plan

Blueprint for a sustainable retirement plan by focusing on the controllable
Looking into your existing retirement accounts
The caveat of taking in credit card debt

[07:19 – 10:52] Beware of High Taxes and Penalties

Playing around with your investments tax-free – going for solo 401k
Mitigating risk through fixed rate of return
Beware of high percentage taxes and early withdrawal penalties

[10:53 – 13:27] Closing Segment

Connect with Daniel (links below)
Closing words

Key Quote:

“Investments in the real estate space or the business lending space… A lot of the customers like these kinds of investments because, you know, they’re fixed investments, they don’t go up, they don’t go down. There’s just a fixed rate of return… [the] stock market is going up and down.” – Daniel Blue

Connect with Daniel

Check out his website to find out how he can help you access your retirement account penalty and tax-free.

Did you love the value that we are putting out in the show? LEAVE A REVIEW and tell us what you think about the episode so we can continue on putting out great content just for you! Share this episode and help someone who wants to expand their leadership capacity or click here to listen to our previous episodes.

Tactical Leadership is brought to you by Knight Protection Services. A veteran-owned and operated company, with extensive experience in risk assessment and crime prevention. Find out more by visiting https://knightprotectionllc.com/

If you want to learn how to build a better business check out my website at Beatacticalleader.com. You can connect with us on LinkedIn, Instagram, or join Our BATL Space and become part of the community.

“There’s a point in time where something has to trigger in your brain to take a different approach… We can get a ton of self-help out there. However, like, you have to really hit a certain point where it registers where you flip the switch.” – Daniel Blue

In today’s episode, Daniel Blue talks about his journey from suffering from drug addiction and dealing with a heartbreaking family divorce to being in the world of sales and eventually starting his own business. He emphasizes the virtue of being competitive and the ways to cultivate a mindset of success despite life taking its toll on us at times.

[00:01 – 07:23] Opening Segment

If you have a platform and you want to create content that DELIVERS, go over to knightly.productions!
Daniel Blue on having only one kidney and the origin of his entrepreneurship journey
Battling addiction and discovering the world of sales at 18

[07:24 – 14:48] The Leap from the W-2 to Entrepreneurship with Competitiveness

Harnessing the drive of being competitive
The transition from being a high-performing employee to being a business owner
Where we go wrong with our finances – a look into credit cards, 401k, and IRA

[14:49 – 29:02] Flipping the Switch to a Success Mindset

Utilizing and optimizing information for better financial status
From addiction to cultivating a success mindset
Figuring out the healthy outlets to get you into the zone

[29:03 – 35:32] Closing Segment

The legacy Daniel wants to create – do what you love and make an impact
Connect with Daniel (links below)
Join us for Tactical Friday!

Key Quotes:

“Okay, I’m done pouting for the last 30 minutes. Now I gotta move on. Like, where’s the positive spin in this? What’s good that’s gonna come out of this, right? And there’s always something good that’s gonna come out of it, right? And that’s up to you to find out.” – Daniel Blue

“It’s really easy to get caught up in our own feelings like you said, but you just got to, you know, make sure that you’re not sulking in that too much. And you figure out what makes you tick to get out of that zone.” – Daniel Blue

Connect with Daniel

Check out his website to find out how he can help you access your retirement account penalty and tax-free.

About the Host: Zack Knight

Zack sits down with CEO’s and experts to share tactical knowledge of how to become a better leader and create a more effective, safe environment for your team. Zack offers consulting and podcast coaching and runs Knight Protection Services, LLC, a company that helps busy executives build a winning culture through safety and security.

About the Host: Zack Knight

Related Articles