Designed for active people looking to be active throughout their lifetime. We break down complex financial topics into mile-sized bits of education to help you make decisions confidently.
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The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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Balancing Life and Sport with Lisa Bishop
39:07
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Lisa Bishop is a four-time qualifier for the Ironman 70.3 world championships and a two-time age-group winner for the 70.3 distances. She's also a wife, mom, full-time employee, and competitive athlete. Lisa tells us her story about how she got started in triathlon and shares how she manages her athletic hobby, as well as her work and home life bal…
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Top 5 Finance Books to Listen to While Training
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Those of us with families and an active lifestyle may find it challenging to find time to read. The opportunity to listen to audiobooks is one ancillary benefit of training. In this episode of Money Mile, you’ll hear 5 audiobook recommendations with valuable financial information. If you’re looking for your next read (or listen) you won’t want to m…
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Have you ever wondered what it would be like to become a pro triathlete? Laura “Sid” Siddall did just that. Laura has spent the past 10 years competing professionally all around the world. She joins me today to discuss her professional triathlon career, her involvement in various nonprofit organizations, and the key differences between men's and wo…
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Why the Best Triathletes Have a Coach with Parker Kerth
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As a sub-9 Ironman, Parker Kerth is hard to beat. This NVDM senior triathlon coach is a podcaster and all-around athlete. In this episode of Money Mile, you’ll hear how he got started coaching and how he uses data to up his game. Make sure to stick around until the end to hear today’s Question on Course: How do you factor in finances with a blended…
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Join David as he has a conversation with grief educator Brian D. Smith who shares his personal journey of finding hope and growth amid grief. Learn about the levels of grief, practical steps for coping, and the transformative power of supporting others while navigating loss and healing. Tune in for an inspiring discussion on navigating grief in tod…
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Are you tired of trying all kinds of different tech solutions to manage your cash flow? Or maybe you’re still burying your head in the sand and simply crossing your fingers that your expenses will be less than your income this month. The biggest challenge people have with their cashflow is their lack of spending awareness. This is because, for most…
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Shifting the Conversation: Legacy Planning with "Die With Zero"
4:16
4:16
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In this episode David talks about "Die With Zero" by Bill Perkins. The book explores an unconventional approach to wealth management and legacy planning that challenges the traditional beliefs about saving for retirement. So sit back, reflect on your relationship with money, and consider how to make each moment count. After listening, we encourage …
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Navigating Farm Family Dynamics: Strategies for Success and Harmony
37:43
37:43
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David has a conversation with family farm transition expert Elaine Froese about the intricacies of farm family dynamics and the crucial aspects of succession planning within agricultural businesses. Elaine shares her expertise on facilitating tough conversations between family members, specifically founders and the next generation, the episode emph…
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Many of you have heard of the famous 60-40 portfolio, but is it a realistic portfolio distribution? I recently had a listener ask this question. In this episode of Money Mile, we’ll explore what it means to save for retirement and how the accumulation and decumulation phases differ. Then we’ll dive into the nitty-gritty of portfolio distributions. …
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Listener Questions Answered: How to Secure Your Family's Future and Legacy
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6:42
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Are you ready to secure your family's future and protect your legacy? In this episode, David tackles some frequently asked listeners questions about wills, estate planning, and the impact on your loved ones. From heartbreaking stories to empowering examples, David talks about the importance of making a will, the consequences of not having one, and …
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The 4 Phases of Retirement and Life Legacy Planning
33:59
33:59
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David's guest is Dr. Riley Moynes who shares invaluable insights into the psychological challenges of retirement and the "4 phases of retirement" that can help retirees navigate this significant life transition. The discussion also touches on the importance of legacy and estate planning related to the phases of retirement, highlighting the signific…
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In today's episode of Money Mile, you’ll learn about my process for updating my clients' and my own retirement income projections to get a sense of the process I follow when helping clients. Are you ready for your mile-sized bit of financial education? Click play to get started. You will want to hear this episode if you are interested in... The pri…
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Breaking Barriers in Multi-Sport with Christina Dorrer
38:58
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Do you ever think about the future of triathlon? It lies with the next generation. Christina Dorrer is an inspirational triathlete who is breaking the barriers of multisport so that kids from all walks of life can participate. In this episode of Money Mile, you’ll hear a bit about Christina’s accomplishments, but also about those of the kids she ha…
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Surviving Loss: A Love Story of Redemption, Resilience, and Building a Legacy
26:10
26:10
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David talks with Kelly Kirk, a remarkable individual with an extraordinary love, loss, and resilience story. Kelly shares his journey from struggling with homelessness after business failure to finding hope through his deep connection with his late wife, Sophia. Their love story, filled with unwavering support and perseverance, is truly inspiring. …
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Embracing Joy in Grief: A Crash Course in Finding Your Hey
28:05
28:05
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David talks with Deborah Covell Fletcher, the author of Finding Your Hey, a crash course into braving grief and embracing Joy. Deborah believes in finding joy in the little things and living life. The book encourages others to change their outlook on life and embrace happiness. Deborah hopes to inspire readers to approach their lives more positivel…
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Unveiling the Secrets of Multi-Generational Wealth
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36:33
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David has a conversation with Tsitsi Mutendi, a family business expert and author of Raising The Baobab. Tsitsi shares her family's incredible entrepreneurship and generational wealth-building journey in Zimbabwe. Learn about her family's challenges and the crucial lessons learned about passing down businesses across generations. If you're curious …
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As triathletes, we are naturally competitive–we like to win! However, winning in a race is much different than winning with money. Finances can cause abundant stress in life, but there are ways that you can design your life so that you win with money. In this episode, you’ll learn five ways to win with money, so grab your earbuds and training shoes…
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From Funeral Director to Facing My Own Mortality: An Eye-Opening Journey
23:54
23:54
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In this episode, David has a conversation with Greg Barnsdale author of Do Not Ignore Your Mortality, who shares his experiences working in the death industry and his personal health scare. The conversation highlights the importance of proactive end-of-life planning, dispels misconceptions about wills and power of attorney, and stresses the need fo…
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Unveiling the Conversations at the Death Cafe
37:35
37:35
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David has a conversation with Allison Pilling about the impact of the Death Café Quinte on individuals seeking support and information surrounding death, grief, and end of life decisions. For David's book, other resources, and more visit www.davidedey.comBy David Edey
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Why You Should Listen to Your Body with Kathy Grady
47:16
47:16
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Kathy Grady has been involved with triathlons for more than 20 years. She won her age group at the Des Moines 70.3 and even finished 3rd in her age group at the Oregon 70.3–with an injury! This extraordinary athlete and high-performing coach is here to discuss her journey in triathlon, her experience with coaching, and how she is actively overcomin…
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The Business Owner's Guide to Creating a Successful Succession Plan
30:51
30:51
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Join David and guest Wayne Zell author of Your Multimillion Dollar Exit. Tune in as they explore the critical nuances of estate and succession planning for businesses. Drawing from Wayne Zell's wealth of experience in business succession planning, this episode provides real-life examples that underscore the importance of proactive planning to ensur…
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Going Beyond Your Comfort Zone with Jamie So
47:36
47:36
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Jamie So has participated in 19 Ironmans and over 70 half-Ironmans. She has even raced the Eagleman 70.3 for 18 consecutive years. Are curious to hear how Jamie has accomplished competing in all of these races? Click play to find out. You will want to hear this episode if you are interested in... How she got started in Ironman [2:22] How Jaime defi…
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The Power of Creativity in Estate and Legacy Planning
32:32
32:32
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Estate planning is fun! Said No One. Ever ! David has a conversation with Rich Lippman author of Bucket List. Tune in as Rich introduces the concept of "Missions of Meaning" in estate planning, where a portion of inheritance is dedicated to funding missions that create positive impact and lasting memories. From writing "forever letters" to the impo…
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The Art of Forgiveness: Letting Go and Moving Forward
37:06
37:06
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David is joined by the inspiring Katharine Giovanni, best-selling author of "The Ultimate Path to Unlocking Your Power." Together, they explore the transformative power of forgiveness, as Katharine introduces her concept of the Forgiveness Matrix. Through personal stories and insights, they delve into the complexities of forgiveness, navigating fam…
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Choosing Courage Over Fear with Dr. Denise Allen
48:54
48:54
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Science educator and health and wellness coach, Dr. Denise Allen joins me today to discuss her incredible healing journey back to becoming a top-tier triathlete. Not only has she had the opportunity to race at the 2023 World Triathlon Championships, but she also received the 2022 USAT Multisport Most Inspirational Comeback Award. Denise’s story wil…
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The Power of Regular Reviews and Important Family Conversations
21:51
21:51
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In this episode David continues his conversation with Certified Executor Advisor and estate planning expert Bruce Young. They delve deeper into the importance of ongoing conversations about estate planning within families. Bruce emphasizes the need for regular reviews of estate plans, especially when life circumstances change, and advocates for adv…
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Legacy planning in Motion: How to Build Family Unity
26:16
26:16
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26:16
Struggling with how to approach the challenging topic of estate planning with your family? In this episode of David has a conversation with Certified Executor Advisor and estate planning expert Bruce Young. Bruce shares invaluable insights on the importance of candid conversations and family harmony in creating purpose-driven estate plans. Join the…
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The Supportive Atmosphere of Women’s Triathlon with Rebecca McKee
1:03:53
1:03:53
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How can you perform at a top level in your triathlon? Learn from those who are doing their best! In this episode of Money Mile, we explore the intersection of triathlon and finance with Rebecca McKee. Rebecca has learned how to overcome obstacles to do her very best. She shares her journey by discussing her experiences and challenges in this open c…
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Managing Life's Unexpected Events: Carol Roth Shares Insights on the Future File
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43:18
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Listen in as David has a conversation with business and finance expert Carol Roth sharing her experience of creating the Future File System after facing the unexpected loss of loved ones, including her father. Carol emphasizes the profound impact of her father's proactive planning and how it inspired her to develop a product to help others navigate…
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Recognizing and Helping People with Compassion Fatigue Part 2
28:51
28:51
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In part 2 David continues his conversation with the inspiring Juliette Watt. They delve into the importance of recognizing and helping people with compassion fatigue, Juliette shares profound insights drawn from her personal experiences and expertise. She highlights the signs of compassion fatigue, effective coping strategies, and the necessity of …
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Family Dynamics and Compassion Fatigue: Juliette Watt's Insights for Overwhelmed Caregivers
40:12
40:12
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David's guest Juliette Watt, opens up about the challenges of caregiver fatigue and the impact of family dynamics on the caregiving process. Juliette shares her personal experiences with caring for a mentally ill and narcissistic mother, shedding light on the complexities of feeling duty-bound in such relationships. From her confrontation with Fran…
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Opening the Doors of Triathlon to Everyone with Mark and Bill from Total Body Fitness
35:39
35:39
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Total Body Fitness creates a positive impact on over 6000 athletes each year! However, Total Body Fitness doesn’t just put on races they also introduce and train new athletes in the sport of triathlon. On this episode, Mark Shaw and Bill Driskill join me to discuss how they have been spreading the sport of triathlon to the world for over 30 years. …
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Navigating the Uncomfortable: Madame Maven's Take on Conversations About Death
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34:47
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David's guest, Madame Maven developed a curiosity about death from an early age, influenced by her experiences of watching people's responses to death and working in a nursing home at 18. She began collecting clippings related to death and dying, including obituaries and alternative burial options. She also continued to explore the topic through he…
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In this episode, David answers some thought-provoking questions from the audience about settling estates and avoiding family conflicts. The questions cover a range of complex family dynamics, from dealing with estranged family members to setting boundaries with contentious beneficiaries. For David's book, other resources and more visit www.davidede…
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If you have listened to Money Mile lately, you have probably heard our financial training plan episodes. It’s finally time to wrap them up now that we have taken a dive through the main financial planning topics at the sprint, Olympic, and long course levels. In addition, we’ll discuss what’s coming next for the show, so listen in to hear what you …
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Love, Loss, and Wisdom: Lessons from 45 Years of Marriage
28:50
28:50
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28:50
Join David for a conversation with Dan Fogel as he shares his captivating story of love, loss, and the profound insights gained through grief. After the passing of his wife of 45 years, Dan found solace in processing his grief through writing, ultimately leading to the discovery of Sue's hidden thoughts and desires through her journals. For David's…
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Focusing on Gratitude and Beauty in Triathlon with Pam Coley
42:04
42:04
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42:04
Here at Money Mile, we love to shine the light on good people doing great things in the sport and our guest today is so positive that her own light shines through on this episode. Pam Coley is a successful small business owner, mother, grandmother, and an average person who enjoys triathlon. On this episode, you’ll hear how she got into the sport, …
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The Importance of Succession Planning in Business Ownership
25:05
25:05
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David has a conversation with Della Kirkman. Della shares her journey from being a single mom working at Cracker Barrel to becoming a successful entrepreneur, international speaker, and publisher of the Shifting Gears newsletter. She sheds light on the importance of being prepared for unexpected life events and the impact they can have on business …
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How to Live Authentically: Embrace Mortality and Find Clarity
41:38
41:38
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Are you avoiding tough conversations about death and dying? David has a conversation with death doula Jill C McClennen. Join them as Jill provides valuable insights on facing our mortality, living authentically, and finding clarity in life. Discover how embracing these discussions can lead to a more intentional and fulfilling life. For David's book…
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In today's episode, we will finish the tax planning portion of your financial training plan at the long-course level. We can compare this to the technique and efficiency work in your triathlon training plan. To help you keep more of your resources throughout your lifetime, we want to ensure your tax strategy is well-designed. My goal today is to gi…
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Estate Liquidation and Family Dynamics: Navigating the Challenges
40:18
40:18
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David is joined by Amanda Giustiniani, a seasoned auctioneer and expert in estate liquidation. Learn about her family's rich auctioneering legacy, her innovative resources like 'My Final Gift', and her advice on resolving family disputes, handling hidden assets, and much more. For David's book, other resources and more visit www.davidedey.com…
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In part 2 David continues his conversation with Joe Saul-Sehy they get into a lively and educational discussion about estate planning. The episode delves into the misconceptions surrounding estate planning, using humorous and relatable analogies to simplify the complex topic. Joe shares engaging anecdotes and practical insights from the book "Stack…
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How to Avoid Overpaying Your Taxes with Steven Jarvis
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34:15
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If you want to learn how to improve the amount you pay in taxes you won’t want to miss this episode. Steven is the CEO and Lead CPA at Retirement Tax Services, an active former triathlete turned OCR racer, host of the first annual Retirement Tax Services Tax Summit, host of The Least Boring Tax Podcast, and author of Don’t Get Killed by Taxes, so h…
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The Humor of Money: Joe Saul-Sehy's Take on Personal Finance and Goals
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40:00
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David begins Season 4 with a conversation with Joe Saul-Sehy, best known as the host of the popular "Stacking Benjamins" podcast and author of the financial management book "Stacked." Join them as they explore the power of addressing financial challenges and uncover the true value of long-term financial goals. For David's book, other resources and …
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Your investment portion of your financial training plan is similar to the strength training you do in your physical training plan. My goal is to ensure that your investments are strong enough to support you so that you can live your best life. In this episode of Money Mile, I’ll share two concepts that you can implement in your investment portfolio…
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Season 3 Finale: Fostering Family Love and Unity through Gratitude Letters
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31:50
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On this final episode of Season 3 David and guest Lynette M. Smith delve into the power of writing gratitude letters as part of an estate and legacy plan. They explore the delicate balance of addressing family issues, imparting wisdom, and fostering hope for a positive future. Lynette shares personal experiences and valuable insights about the last…
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Best of Siblings and Estates: Unraveling Family Dynamics
41:31
41:31
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In this best of episode, David dives into the emotional and financial complexities of family disputes and inheritance. Featuring estate planning expert Jeffrey Condon and legal expert Charles Ticker. David has conversations about the impact of unequal inheritance distribution on sibling relationships and the toll of costly legal battles. For David'…
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How Triathlon Fosters Community with Allison Trucillo
52:21
52:21
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On this episode of Money Mile, I had the opportunity to chat with Allison Trucillo–a mom, a physician, and a triathlete. In this episode, we discuss how Allison got started in the sport, what she considers her best investment in triathlon, her accomplishments, and so much more. Listen in to hear how this dedicated triathlete made it to the World Ch…
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This special episode recaps some of the best conversations David had from season 3. Mary (Kathy) McDaniel shares her incredible journey from a drug-induced coma to experiencing both hell and heaven during a near-death experience. Mariko Frederick, author of "Soul Priority," provides a fascinating account of her near-death experience and how it tran…
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The Struggle of Asking for Help: Insights From a Caregiver's Journey
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22:19
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David continues the conversation with guest Marika Humphreys, a caregiver coach. Join them as they delve into the challenges caregivers face when it comes to asking for help and finding a balance between caring for their loved ones and taking care of themselves. Marika shares her personal journey of overcoming guilt, and burnout, plus offering prac…
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