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NGPF Podcast

Next Gen Personal Finance

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Next Gen Personal Finance (NGPF) is a free blended-learning personal finance curriculum to engage and empower students to make informed financial decisions. In our podcasts we interview educators and other experts in the field of Personal Finance.
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As a PhD (in training), you face unique money challenges that stem from your low stipend/salary during your years of graduate school and postdoc training. Listen here for the hard-won financial wisdom of your fellow graduate students, postdocs, and PhDs with Real Jobs. From budgeting and frugality to investing and debt repayment, this podcast is your higher education in personal finance.
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Your Money Briefing is your personal-finance and career checklist, with the news that affects your money and what you do with it. From spending and saving to investing and taxes, the Wall Street Journal’s finance reporters and experts break down complicated money questions every weekday to help you make better decisions about managing your money. Hosted by J.R. Whalen.
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XYPN Radio

XY Planning Network

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XYPN Radio is dedicated to building a community of fee-only financial planners who are ready to make the dream of serving next-generation clients into a profitable and successful reality. With an honest and forward-thinking perspective, host Alan Moore, various guests, and occasional co-host Michael Kitces deliver insights and knowledge to advisors in the financial planning industry who want to build better businesses that serve Gen X and Gen Y clients. Through the expertise of leaders in th ...
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GenZ Entrepreneurs is a podcast hosted by two ambitious high school students, David and Lucas, passionate about entrepreneurship and the Gen Z perspective. Our mission is to delve into the vibrant realms of business and finance, offering insights, discussions, and practical advice tailored for young listeners navigating their career paths. As Gen Zers ourselves, we aim to bridge the gap between our generation's unique worldview and entrepreneurial aspirations. Whether you're drawn to busines ...
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Ready to ditch debt, retire sooner & live life on your own terms? Only 54% of Gen Xers feel prepared for retirement and 22% believe they will live a comfortable lifestyle – so if you’re feeling like your finances are a hot mess, you’re not alone! I’m Dalene Higgins, founder of Elevate Finances & Money Coach for GenXers. It’s time to stop avoiding your finances and start having CONFIDENT conversations about money. Join me every week to talk about personal budgeting, debt payoff, saving for re ...
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"This podcast will leave you feeling inspired to take a more proactive approach to your savings, earnings, & expenses." - BuzzFeed | Yo Quiero Dinero is an award-winning personal finance podcast that empowers listeners on topics like entrepreneurship, investing, financial independence & money mindset. Hosted by Jannese Torres, Latina money expert, author and entrepreneur. Known as “the swaggiest personal finance podcast", each week we drop episodes brimming with POC-friendly personal finance ...
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Welcome to Generation X Wealth, the ultimate destination for Gen Xers seeking financial wisdom and wealth-building strategies. Join us on a journey to unlock the secrets of smart investments, navigate the complexities of personal finance, and build a prosperous future. Whether you’re a seasoned investor or just getting started, our podcast is your go-to resource for practical tips, expert insights, and inspiring success stories tailored specifically for the Gen X generation. Get ready to tak ...
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Stress Test

The Globe and Mail

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You had your best-laid plans and then COVID-19 came along and hammered the entire economy. But you’ve got this – if you have the right information. Join The Globe and Mail’s personal finance team, columnist Rob Carrick and editor Roma Luciw, as they guide you through one of the biggest stress tests your finances will ever face. If you’re between 20 and 40, this financial advice is for you.
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This is an all inclusive podcast for Australian investors. Join Blue Wealth’s Senior Education Specialist, Owun Taylor in conversation with industry experts, leaders, and thinkers about what it takes to be a clever and more successful investor. A weekly podcast serving up the easiest-to-understand finance program. Delivered in bite-sized chunks, meaning no episode is ever more than 20 minutes.
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Girls Talk Money

Grace Lemire and Erin Confortini

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The life, money, and career podcast for 20-somethings. Hosted by Erin Confortini and Grace Lemire. New episodes every Monday. Erin Confortini is a Gen Z personal finance creator that built her audience around sharing transparent and relatable money content for women in their 20s. Grace Lemire is a Gen Z personal finance & lifestyle creator sharing the ins & outs of her financial life & her life as a FT biz owner. Join the community over on Instagram & TikTok! https://www.instagram.com/girlst ...
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Finance Client Acquisition - Simple Sales Systems for WOC Money Experts

Ro Shah | Sales Coach & Lead Generation Expert For WOC Finance Experts

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The Finance Client Acquisition Podcast helps women of color money coaches, bookkeepers, and accountants book out and hit 5-figure months, 6-figure months, and build 7-figure empires by mastering lead gen and sales calls to create repeatable (and simple) sales systems.I’m your host, Ro Shah. I was tired of seeing “finance bros” representing the financial industry with their outdated takes, and knew it needed to change. That’s why my mission is to show you simple strategies you can use as a WO ...
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THE BOGART EFFECT: A Wealthy Wisdom Podcast is the official podcast of Bogart Wealth, featuring founder and CEO James Bogart, CFP®, ChFC® and his team of financial advisors and special guests having candid conversations about everything related to personal finance. Each will share personal stories and experiences, with the goal of taking a fresh look at what saving and planning for the future looks like. Tune in for insightful takeaways that you can apply to your own financial life! The audi ...
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Welcome to Money Talks News: The Podcast, a podcast devoted to everything money: how to get it, how to grow it and how to keep it. From the creators of MoneyTalksNews.com, a leading source of personal finance news and advice since 1991.
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The Mental Wealth Show is about health, wellness, and healing. Join Health & Performance Coach and Masters track and field national champion, Rich Jones, for the journey to a holistically healthy life through honest reflection and candid conversations with diverse guests.
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Gen Z Green

Christopher Pratt

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Take control of your money and your life. Gen Z Green explores personal finance from the perspective of Gen Z’ers and Millennials. Listen in as we share the best strategies for getting out of debt, building wealth, and managing your personal finances all up. We also investigate plans from the likes of The Dave Ramsey Show and Planet Money. Learn more at genzgreenshow.com for all your personal finance needs. Support this podcast: https://podcasters.spotify.com/pod/show/genzgreen/support
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The ACCOUNTING ANSWERS PODCAST is hosted by Rob Brown, co-founder of the Accounting Influencers Roundtable (AIR). Join hundreds of others on our next virtual speed networking event for influential leaders and professionals in the accounting, finance and tech world: https://accountinginfluencers.com/events On this daily show with short, sharp episodes, Rob asks a range of experts and influencers the critical questions shaping the accounting profession. It keeps you informed of what's happenin ...
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Million Bazillion is a podcast from Marketplace that inspires families to talk about money. Described as “a godsend for anyone who knows a little kid with big questions about money,” by The New York Times, the podcast tackles questions from: “What is cryptocurrency?” to “How do I save money?” and “How does inflation work?” Hosts Ryan Perez and Bridget Bodnar take listeners on an awesome adventure to answer the awkward, complex and sometimes surprising money questions from real kids. Million ...
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Money Matters has been airing for over a decade, providing important money management education to the Houston community. Originally launching in 2013, the show has evolved to cover a wide range of financial topics beyond just budgeting and saving. From investing and retirement planning the show explores every aspect of personal finance. With an engaging interview format, host Christopher Hensley talks candidly with both financial experts and everyday community members about their experience ...
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On this show, Matt Sapaula will talk about personal finance, fitness, and fatherhood. Matt is the best selling author of Faith Made Millionaire. On this show he'll encourage the audience to start thinking bigger about making more money, strategize and become first generation millionaires.
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Do you want to go from being a slave to one on one work in your business to freely helping more people? This show will help you help more people while experiencing the lifestyle of time and location freedom through the online business model of a life-changing online course. Host Sophia Rising has 8 years of industry experience… Her first startup was an online course + consulting business. She started up 5 other businesses and faced an identity crisis when ventures were lucrative but lacked m ...
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Looking Ahead

The Globe and Mail

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Looking Ahead: The Retirementality is a personal look at the challenges of retirement planning by Globe and Mail personal finance columnist Rob Carrick. Rob tackles retirement from the point of view of millennials, Gen Xers and baby boomers using his own experiences and advice from financial planners. Tune in to find out how to get your retirement planning on track.
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com (https://moneyandme.pgimindiamf.com/) ) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their ...
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NoBS Wealth

Stoy Hall, CFP®

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NOBS Wealth Podcast: Unpacking the Realities of Wealth and Mindset Overview: Join Stoy Hall in the captivating NOBS Wealth Podcast, where transparent, engaging conversations about wealth and mindset are at the forefront. As a wealth advisor at Black Mammoth, Stoy delves into the financial world with honesty and insight, cutting through the industry jargon to offer clear and actionable advice. Highlights: Money Mindset Series: Explore the intersection of psychology, emotions, and wealth. This ...
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Smart Investing by PGIM India Mutual Fund

Smart Investing by PGIM India Mutual Fund

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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com) (https://moneyandme.pgimindiamf.com/) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their l ...
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Mostly Money

Preet Banerjee

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Why does coffee taste better when you pay with cash? How did a victim of human trafficking take her knowledge of how the money flows in that world to become a law enforcement consultant? How does an economist think about Bitcoin? There's so much more to money than just investment portfolios.Mostly Money not only teaches you how to take control of your finances, it explores the full world of all things money with expert interviews conducted by Preet Banerjee (former television host for Oprah ...
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Half Banked

Wise Publishing

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Welcome to Half Banked, the go-to podcast for young Canadians trying to navigate the complex world of personal finance. Join Cadeem Lalor and Bethan Moorcraft weekly as they ask the big money questions that matter to you. With fresh insights and relatable stories, we'll empower you to make savvy financial decisions you can bank on.
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Money On My Mind | Gen X & Y investment ideas

#1 Gen X & Y Finance Podcast in New and Noteworthy section

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Each episode cuts through all the BS and jargon, giving you the essential information you need to master your own finances! There is the old saying that “Money doesn’t buy happiness”, but it sure does buy freedom! Our Pledge: • You will be provided with high-level financial knowledge, broken down to be digestible and entertaining. • You will be taught to think for yourself! You will be given the information, how to apply it but more importantly, this will get you thinking about your own situ ...
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Emerging and future technologies and the trends that they are linked to will be covered on this podcast. From the more obvious tech like: AI, Robotics, Autonomous Vehicles, and The Metaverse. To less well known disruptors like: Brain-Machine Interfaces, CBDC’s, Internet of Bodies, Smart Dust, Animal Human Chimeras, 4D Printing, Under The Skin Surveillance, Bio Computers and much more. A vision of what the future may hold will be painted to alleviate some of our collective Future Shock so we ...
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BQ Bizdom by Bloomberg|Quint Brand Studio - is an amalgamation of stimulating conversations which offer deep insights on topics ranging from business strategies to stay competitive and win through an avalanche of rapidly evolving business models, technology trends – cybersecurity, machine learning, artificial intelligence, personal finance to achieve financial goals and more. In the past two decades, there has been a paradigm shift in the way companies must operate and strategize in order to ...
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“Steer Your Career with Kadima” is a podcast hosted by Alan Stein, Founder and CEO of Kadima Careers. Kadima helps underrepresented, underestimated, and underpaid professionals land high-paying jobs at the world's best tech companies. Join Alan each week as he interviews amazing professionals in the tech industry and beyond. They'll talk about their career journeys and what they've learned, including some SYCK Tricks to help you accelerate your career. Kadima was founded by Alan Stein to add ...
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Market MakeHer Podcast

Jessica Inskip and Jessie DeNuit

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Ready to dive into investing but feeling overwhelmed by financial jargon? Picture yourself learning alongside two friends: one a beginner investor like you and the other a 15-year finance expert. Meet Market MakeHer, your go-to self-directed investing education podcast. We ask the questions you are thinking and answer with fun analogies without the financial jargon. We share free tools and resources from your brokerage firm, so you not only know how it works, but how to actually invest. Get ...
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The Founder Series

The Founder Series Inc.

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This is a podcast run by students and for students. Founded at Yale University we interview founders, innovators, and world-changers to share the insights gained in developing, launching, and scaling avant-garde ideas to the student founder community. But think less podcast and more startup catalyst. We leverage our podcast to empower fellow college founders with service providers to outsource anything needed in building a startup - a one-stop-shop for venture success .
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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Gen Z Money $ense: A Personal Finance and Investing Guide (Ella Gupta) - Amazon US Store: https://www.amazon.com/dp/1636769438?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/Gen-Z-Money-ense-A-Personal-Finance-and-Investing-Guide-Ella-Gupta.html - eBay: https://www.ebay.com/sch/i.html?_nkw=Gen+Z+Money+ense+A+Personal+Finance+and…
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Send me a message! What do you want to see more of? In this episode, I discuss common reasons why many feel unprepared for retirement. The real culprit isn’t what you think it is. Learn the psychological and practical aspects of retirement as well as the steps needed to close the gap between your current financial situation and your retirement goal…
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A recent settlement by the National Association of Realtors means home buyers are now responsible for negotiating their agent’s commissions. Wall Street Journal personal finance reporter Veronica Dagher joins host J.R. Whalen to discuss what to know before reviewing contracts and reaching an agreement. Sign up for the WSJ's free Markets A.M. newsle…
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Mastering Energy Management for Entrepreneurs In this episode, I discuss the concept of context switching for entrepreneurs who juggle multiple roles and responsibilities, such as a day job, side hustle, family obligations, and team management. I shift the focus from traditional time management to energy management, emphasizing how switching betwee…
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In this episode of the Money Matters Podcast, we sit down with Dalene Higgins, founder of Elevate Finances and host of the Wealthy After 40 podcast, to explore her journey to financial independence and early retirement at age 50. Dalene shares actionable insights on budgeting, debt management, and overcoming financial hurdles, especially for Gen Xe…
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Message us, here for you! Alright, let's dive into some real talk about money, wealth, and breaking the cycle of financial illiteracy with Valerie Rivera, the badass behind First Gen Wealth. This episode is a wake-up call for anyone who's ever felt lost in the financial world, especially if you're a first-generation wealth builder. Valerie's story?…
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Presidential candidate Kamala Harris has proposed giving families of newborns a $6,000 bonus in the form of a tax credit – an approach that’s been used by a few other countries. With rising child-care costs, will it make a difference? Wall Street Journal reporter Dalvin Brown joins host J.R. Whalen to discuss. Sign up for the WSJ's free Markets A.M…
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What You Do Is Who You Are: How to Create Your Business Culture (Ben Horowitz) - Amazon US Store: https://www.amazon.com/dp/B07NVN4QCM?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/What-You-Do-Is-Who-You-Are-How-to-Create-Your-Business-Culture-Ben-Horowitz.html - eBay: https://www.ebay.com/sch/i.html?_nkw=What+You+Do+Is+Who+You…
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Subscribed (Tien Tzuo) - Amazon US Store: https://www.amazon.com/dp/B078GCWL9D?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/Subscribed-Tien-Tzuo.html - Apple Books: https://books.apple.com/us/audiobook/subscribed-why-the-subscription-model-will-be-your/id1418895581?itsct=books_box_link&itscg=30200&ls=1&at=1001l3bAw&ct=9natree …
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Tax-Free Wealth (Wheelwright Tom) - Amazon US Store: https://www.amazon.com/dp/B0CW1B6496?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/Tax-Free-Wealth-Wheelwright-Tom.html - Apple Books: https://books.apple.com/us/audiobook/rich-dad-advisors-tax-free-wealth/id1457007452?itsct=books_box_link&itscg=30200&ls=1&at=1001l3bAw&ct=9na…
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How to Get Rich (Felix Dennis) - Amazon US Store: https://www.amazon.com/dp/B0017SUYY6?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/How-to-Get-Rich-Felix-Dennis.html - Apple Books: https://books.apple.com/us/audiobook/how-to-get-rich-one-of-the-worlds-greatest/id1529044429?itsct=books_box_link&itscg=30200&ls=1&at=1001l3bAw&ct=…
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The Five Money Personalities (Taylor Kovar) - Amazon US Store: https://www.amazon.com/dp/B0C9WS8D85?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/The-Five-Money-Personalities-Taylor-Kovar.html - Apple Books: https://books.apple.com/us/audiobook/the-5-money-personalities/id1441485035?itsct=books_box_link&itscg=30200&ls=1&at=1001…
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More landlords are offering credit card-style incentives to tenants for making timely payments and signing or renewing leases. Wall Street Journal personal finance reporter Katherine Hamilton joins host J.R. Whalen to discuss companies and retailers that have partnered with landlords to offer rewards. Sign up for the WSJ's free Markets A.M. newslet…
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In this episode, Bruce Randall explores the AI-Human Paradox and the transformative potential of brain-computer interfaces, discussing the latest developments, ethical challenges, and strategies for integrating these technologies into our lives and work. About the episode: In this episode, we explore the intriguing intersection of AI and brain-comp…
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In this episode, we’re excited to welcome our special guest, Solmary, a resource manager at Berkeley Research Group. We dive into the day-to-day life of a Learning & Development Coordinator, explore the skills needed to thrive in a fast-paced consulting environment, and share some valuable college advice. As always, we wrap up with our updates. So,…
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Ep: 1 Top experts answer: "Will the next generation of accountants be any different from their predecessors?" The Accounting Influencers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask: Will the next generation of…
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In this episode, Emily interviews Dr. Scott Grissom, a full professor of computer science at Grand Valley State University and Certified Financial Planner with Socrates Financial Planning. Scott and Emily talk through the health insurance and retirement benefits options that may be available to PhDs in their first post-PhD jobs. Scott explains the …
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✈️ Reminder that the Girls Talk Money group trip is LIVE: https://groups.efultimatebreak.com/erinandgrace-gcprofile USE CODE GROUPS200 FOR $200 OFF. Have questions about the trip? DM us on Instagram @ girlstalkmoneypod! Or DM Erin or Grace directly. In today’s episode, we’re sharing all the things we wish we knew before living alone as girls in our…
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Many Americans in their 50s feel unprepared for retirement because they haven’t been able to put away enough money. Wall Street Journal reporter Hannah Miao joins host J.R. Whalen to discuss steps they can take now to boost the value of their portfolio. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megap…
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Episode 283 features Les Alfred of Balanced Black Girl. We're talking about how Les turned self-care into self employment. Listen now! Les Alfred is an award-winning podcast host, speaker, and content creator. For nearly a decade, Les has created inspiring, approachable wellness content leveraging her expertise as a personal trainer, nutrition coac…
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In this episode, Jim Martin, a financial advisor and founder of Martin Wealth Solutions, explores the intricacies of 401k investing. He shares his journey from landing his first job to becoming a financial advisor and emphasizes the importance of planning for retirement early. This comprehensive guide covers crucial topics such as employer matches,…
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Kristy Shen and Bryce Leung are the dynamic duo behind the Millennial Revolution blog and movement. In this insightful episode, Kristy and Bryce discuss their journey from house-hunting to achieving Financial Independence (FI) and retiring in their early 30s. They delve into why they chose to reject traditional housing and career advice, their inno…
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Learn how Gen Z is tackling their debt in the final episode of our three-part series "Gen Z & the Debt Trap." We’ll talk with 20-year old Michenzie Sommerville, who shares how after struggling to keep up with her auto loan, her car was repossessed. We’ll hear from Corebridge Financial on how Gen Zers are using social-media apps like TikTok to learn…
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How did stocks react to the latest comments from Jerome Powell? And how did Target get shoppers to stores more? Plus, why did investors worry about money manager Franklin Templeton? Host Jack Pitcher discusses the biggest stock moves of the week and the news that drove them. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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No Filter: The Inside Story of Instagram (Sarah Frier) - Amazon US Store: https://www.amazon.com/dp/B07Y3TJ163?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/No-Filter-The-Inside-Story-of-Instagram-Sarah-Frier.html - eBay: https://www.ebay.com/sch/i.html?_nkw=No+Filter+The+Inside+Story+of+Instagram+Sarah+Frier+&mkcid=1&mkrid=711…
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The YouTube Formula (Derral Eves) - Amazon US Store: https://www.amazon.com/dp/B09XY1HQ32?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/The-YouTube-Formula-Derral-Eves.html - Apple Books: https://books.apple.com/us/audiobook/the-youtube-formula-how-anyone-can-unlock-the/id1643356859?itsct=books_box_link&itscg=30200&ls=1&at=1001…
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500 Social Media Marketing Tips (Andrew Macarthy) - Amazon US Store: https://www.amazon.com/dp/179279603X?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/500-Social-Media-Marketing-Tips-Andrew-Macarthy.html - Apple Books: https://books.apple.com/us/audiobook/500-social-media-marketing-tips-essential-advice-hints/id1532434641?itsc…
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Continuing our "Better with my Finance-Sis" Mini-Series, in part 2 we talk all about Funds! But not just the different types of investment funds, also the difference between Passive and Active Funds. Passive Funds vs Active Funds What is a passive fund? Passive funds usually have lower expense ratios, with a more simplified investment strategy and …
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On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Misty Garza, CFP®, from Bogart Wealth's Houston, TX office to cover a few common retirement mistakes that retirees and future retirees can think about in their planning. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCL…
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Many Americans born between 1965 and 1980, often referred to as Gen X, are facing shortfalls in savings as they approach the traditional retirement age. Wall Street Journal reporter Hannah Miao joins host J.R. Whalen to discuss why they are in a worse position than the previous generation’s baby boomers were at the same age. Sign up for the WSJ's f…
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Mary Dyer discusses her role at the Finance Authority of Maine (FAME), focusing on financial literacy and student aid. She introduces 'Claim Your Future,' an educational tool that helps students explore the financial outcomes of different career and educational paths. Mary shares insights on integrating financial education into various learning env…
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Credit-card companies like Amex, Chase and Capital One are opening upscale lounges for their high-end customers. Wall Street Journal personal-finance reporter Imani Moise joins host J.R. Whalen to discuss other exclusive perks being offered. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adc…
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Ep: 110 Top experts answer: "What are your top 3 predictions for the accounting world in coming years?" The Accounting Answers Podcast, hosted by Rob Brown, asks critical questions of the experts, leaders and influencers who shape the decision-making of accountants, CPAs and finance professionals. Today we ask: What are your top 3 predictions for t…
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Americans owe more than $1.1 trillion in credit card debt—and a good portion of that is because too many of us are using plastic to pay for basic necessities like rent and food. But no matter where your debt comes from, one thing's for sure. It's stressful. According to one survey, more than half of U.S. adults with debt say they feel stressed beca…
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Gen Z’s debt won’t just affect them. It could be a problem for everyone. In the second episode of our three-part series “Gen Z & the Debt Trap,” we talk with TransUnion and Credit Karma experts to discuss potential consequences of Gen Z’s debt for past generations and those to come. We’ll also get to know 25-year-old Gaia Jacobs, who says she trade…
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On this episode of XYPN Radio, we welcome Jason Speciner, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to share exciting updates on his firm’s growth, the evolution of his team, and the…
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The Comfort Crisis (Michael Easter) - Amazon US Store: https://www.amazon.com/dp/B08LDX3TZ2?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/The-Comfort-Crisis-Michael-Easter.html - Apple Books: https://books.apple.com/us/audiobook/the-comfort-crisis-embrace-discomfort-to-reclaim-your/id1564848186?itsct=books_box_link&itscg=30200&…
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Message us, here for you! Alright, let's cut through the bullshit about financial planners being trust fund babies or money-obsessed sharks. In this episode, we're diving deep with John Henry, a math whiz turned financial advisor who's flipping the script on what it means to help people with their money. John's journey from professor to insurance a…
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More students are flocking to university “co-op” programs where they can receive paid full-time work experience. Wall Street Journal reporter Sanvi Bangalore joins host Ariana Aspuru to discuss how these career-oriented academic models are boosting students' chances of landing a job after graduation. Sign up for the WSJ's free Markets A.M. newslett…
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While most kids were busy kicking footballs, Stuart Wright was already diving into the world of real estate. Right after high school, he secured a job in property sales in his hometown of Sydney. Fast forward to today, at just 23 years old, Stuart owns two investment properties and has an incredible journey to share. His story proves that investing…
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The Pivot Year (Brianna Wiest) - Amazon US Store: https://www.amazon.com/dp/B0C3DJ7G72?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/The-Pivot-Year-Brianna-Wiest.html - Apple Books: https://books.apple.com/us/audiobook/the-pivot-year-365-days-to-become-the-person-you/id1726139418?itsct=books_box_link&itscg=30200&ls=1&at=1001l3b…
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The Power of Meaning (Emily Esfahani Smith) - Amazon US Store: https://www.amazon.com/dp/B01EE0CS9M?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/The-Power-of-Meaning-Emily-Esfahani-Smith.html - Apple Books: https://books.apple.com/us/audiobook/the-power-of-meaning-crafting-a-life/id1417087764?itsct=books_box_link&itscg=30200&l…
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In this episode of the Money Buddy podcast, brought to you by Money and Me, an investor education initiative by PGIM India Mutual Fund, host Ahalya is joined by Ajit Menon, CEO of PGIM India Mutual Fund. They discuss the often overlooked yet crucial factor in financial success: the savings rate. While many investors focus solely on portfolio return…
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A settlement reached by the National Association of Realtors over inflated commissions has changed the way real-estate agents collect payments. Wall Street Journal housing reporter Nicole Friedman joins host J.R. Whalen to discuss how the deal gives buyers more negotiating power. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about …
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Send me a message! What do you want to see more of? In this episode, I dive into the idea of retirement, addressing limiting beliefs and why others perceptions are holding you back. Personal beliefs and dreams about retirement are essential to making it happen. Key points include paying off debt, exploring part-time work, budgeting, and savings. Ul…
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In this episode, We explore how AI and Generative tools like ChatGPT are Revolutionizing Education and Workforce Training, From personalized learning to the future impact on jobs and the evolving role of technologies like PETE. About the Episode: Artificial Intelligence is rapidly transforming the landscape of Education and Workforce Training, offe…
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Delivered from Distraction (John J. Ratey Md) - Amazon US Store: https://www.amazon.com/dp/B000FCKLWK?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/Delivered-from-Distraction-John-J-Ratey-Md.html - Apple Books: https://books.apple.com/us/audiobook/delivered-from-distraction-getting-the-most-out-of/id1418928837?itsct=books_box_l…
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Irresistible (Adam Alter) - Amazon US Store: https://www.amazon.com/dp/B01HNJIK70?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/Irresistible-Adam-Alter.html - Apple Books: https://books.apple.com/us/audiobook/irresistible-the-rise-of-addictive-technology/id1417048275?itsct=books_box_link&itscg=30200&ls=1&at=1001l3bAw&ct=9natree…
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Influencer: Building Your Personal Brand in the Age of Social Media (Brittany Hennessy) - Amazon US Store: https://www.amazon.com/dp/B0776DNBP9?tag=9natree-20 - Amazon Worldwide Store: https://global.buys.trade/Influencer-Building-Your-Personal-Brand-in-the-Age-of-Social-Media-Brittany-Hennessy.html - Apple Books: https://books.apple.com/us/audiobo…
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Can You Oversave for Retirement? Finding the Perfect Balance In this episode, financial expert Jim Martin from Martin Wealth Solutions discusses the often-overlooked concept of 'oversaving' for a gen X retirement. He explores the potential pitfalls of saving too aggressively, such as sacrificing today’s joys for an uncertain tomorrow and the opport…
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