))
A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
…
continue reading
Ever wonder what financial advisors have to say about money related topics? Join us every other Tuesday for a sneak peek into our internal conversations at Financial Design Studio. If you want to better understand the whys behind the complex designs of taxes, insurance, planning, retirement, or investments, then subscribe! … because this podcast is for you! Hosted by Michelle Smalenberger. Co-Hosts featuring members of the Financial Design Studio team. Recorded, Edited, and Produced by Anna ...
…
continue reading
Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
…
continue reading
Inspiring empowering and transforming black women in the journey to wealth creation
…
continue reading
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
…
continue reading
Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
…
continue reading
Handling your finances can be stressful, but that doesn’t need to be the case! Sunday’s at 9 a.m. on 107.7 the Bronc, Kurtis Baker, CFP®, AIF® will teach you how to Master Your Finances. Kurt is a certified financial planner professional with Certified Wealth Management & Investment. Listen to it live on app via Apple or Google Play app Store. Search WRRC1.
…
continue reading
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at hello@theretirementcafe.co.uk with any ...
…
continue reading
Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast, where talking about money isn't taboo, and you can leave your past money mistakes at the door! Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or simply make better money choices, Jess & Brandon have got you covered in a way that's easy to understand. Tune in as they demystify the realm of dollars, so it all makes cents, while ...
…
continue reading
1
Everyone's Talkin' Money: Personal Finance, Financial Freedom, Mental Health
Shannah Game, Money Podcast for Women, Personal Finance, Relationships & Mental Health & Glassbox Media.
Ever feel like no matter what you do, you'll never have “enough” money? Join the club! On Everyone’s Talkin' Money, we know it’s not just about the dollars—it’s the sleepless nights, the 3 a.m. “Can I afford that?” panic, and the fear of never hitting your goals. I'm here to change all that. Hosted by Shannah Game, Certified Financial Planner, Certified Trauma of Money Specialist, and soon-to-be author of Unraveling Your Relationship with Money (coming Feb 2025), this show skips the BS and d ...
…
continue reading
Having been a Financial Planner for over 15 years, I have seen first hand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast cuts through the jargon and provides practical, accessible financial education and empowerment - so you can build sustainable wealth and help achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and b ...
…
continue reading
This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
…
continue reading
Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
…
continue reading
My Comprehensive Planner is the ONLY WAY for people to manage their finances.
…
continue reading
The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
…
continue reading
Everyone would love to start earning money in the most convenient and fulfilling ways possible. Of course, it would be nice to earn while still having enough time and energy to achieve a financially secure future. However, beginning your wealth-building journey is more complicated than it seems. What is the first step you must take? How can you deal with your debts properly? And how can you use your money to live the life you truly deserve? Welcome to Wealth Acceleration Podcast, the podcast ...
…
continue reading
1
Generate a Life Well Lived: Empowering Women to Thrive in Wealth, Business, and Wellbeing
Erin Gray | Financial Mentor and Guide
I'm a former Certified Financial Planner® turned Human Design financial mentor and guide to female entrepreneurs. I believe our money and our business can only thrive at the level of our emotional well-being. I empower female entrepreneurs to feel confident with their money and in their business so they can have fun now and in the future. On this podcast we will explore all things money, business and self-development (including Human Design). I hope you enjoy the journey where I share everyt ...
…
continue reading
Accounting Insider is a podcast for masters of their own destiny to learn how to build wealth - from an expert who has done it for himself, and his clients. Kym Nitschke is a different kind of accountant - yes, he's a chartered accountant and financial planner, but he's also a property developer, licensed builder and investor. The Accounting Insider podcast not only reveals Kym's insights into business and wealth growth, but also puts a spotlight on his clients and other successful entrepren ...
…
continue reading
Work House Blues is my personal financial journey. At 40 years old, I have been very fiscally irresponsible. I have massive amounts of debt and no savings to speak of. Join me as I figure out the world of investing and work to grow my wealth. Please note, nothing in this pod cast is investing advice. I am not a financial advisor. This is merely my personal journey and my personal opinions. If you are interested in investing yourself, please consult a financial planner.
…
continue reading
Len Hayduchok is a Certified Financial Planner™ with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton Schoo ...
…
continue reading
Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
…
continue reading
1
Money Isn’t Scary - Money Mindset, Money Anxiety, Intentional Spending, Saving Money, Money Management
Meghan Dwyer - Financial Planner, Money Mindset Coach, Boy Mom
Feel Confident and Secure in your Relationship With Money Are you sick of feeling overwhelmed whenever you open you bank account? Do you want to learn to spend money with intention instead of emotion? Do you want to stop staying small and have more confidence in your financial decisions? In this podcast, you will find actionable steps and emotional support to free yourself from shame and help you find peace around money. My mission is to remove the cultural stigma around money, so that you f ...
…
continue reading
1
Physician Family Financial Advisors Podcast; Personal Finance for Doctors with Children
W. Ben Utley and Nate Reineke
Are you a dedicated physician mom or dad, striving to balance your practice and family while securing your financial future? With the demands of work and family life, navigating the complexities of investment options, tax laws, and retirement planning can be overwhelming. Join W. Ben Utley and Nate Reineke, seasoned Certified Financial Planner™ professionals, on a mission to empower physician parents like you with the knowledge and tools needed to achieve long-term financial security. Throug ...
…
continue reading
Financial awareness and money issues are often pushed to the bottom of our to-do lists. In The Australian Financial Focus we talk to financial experts and everyday people who share ideas and tips for making your finances a focus - and moving you closer to your financial goals. Barry Wilkinson is the Director/Principal Broker Mortgage Broker at SW Brokerage- https://swbrokerage.com.au/ and has been a successful and motivated Mortgage Broker since 2004. A strong lateral thinker, Barry values p ...
…
continue reading
Step into the dynamic world of the wedding industry with Wedding Empires, your indispensable podcast companion crafted exclusively for ambitious wedding professionals eager to elevate their businesses to unprecedented heights. Led by Jac Bowie, the forward-thinking CEO of The Wedding Academy, and Ben Connolly, a distinguished award-winning wedding photographer and esteemed educator, this podcast is your gateway to a wealth of invaluable insights, expert interviews, and actionable strategies ...
…
continue reading
Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
…
continue reading
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 ...
…
continue reading
1
Ep. 72 Estate Planning Tailored to Your Family's Dynamics (with special guest Wendi Lester Efflandt)
53:50
53:50
Play later
Play later
Lists
Like
Liked
53:50
Have a question? Send me a text message. Join me as I sit down with Wendi Lester Efflandt, a seasoned estate attorney from Texas, who shares her expertise on crafting tailored estate plans that truly resonate with personal and familial goals. Wendi explains why a one-size-fits-all approach won't suffice. Together, we explore the necessity of choosi…
…
continue reading
1
#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management
1:33:01
1:33:01
Play later
Play later
Lists
Like
Liked
1:33:01
Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what…
…
continue reading
1
Financial storytelling, sensitive financial topics, and side hustles
37:26
37:26
Play later
Play later
Lists
Like
Liked
37:26
Dan and Emily discuss how storytelling helps with understanding financial concepts, which leads them to discuss how to approach sensitive financial topics. They wrap up on the subject of side hustles and starting small businesses. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a compli…
…
continue reading
1
65: Financial Independence for Women with Nicole Stanley
53:47
53:47
Play later
Play later
Lists
Like
Liked
53:47
Get ready to transform your financial life with insights from Nicole Stanley, founder of Arise Financial Coaching. Discover how understanding and managing money can shift your perspective from anxiety to empowerment, particularly for women. Nicole opens up about her personal journey from debt to financial success, revealing how her parents' contras…
…
continue reading
1
Do I Need to Own a Business to Get Rich? (E15)
22:20
22:20
Play later
Play later
Lists
Like
Liked
22:20
The Wealth Acceleration Podcast explores the idea that financial success doesn’t have to rely on owning a business or real estate. Is wealth truly about what you own, or could it be built through creating value, personal growth, and following your passions? Wade Reed will discuss this on this podcast, sharing insights from studies and personal expe…
…
continue reading
1
Should physicians pay off their mortgage or invest more before retiring ?
28:31
28:31
Play later
Play later
Lists
Like
Liked
28:31
In this episode, Nate and Ben tackle the important question of whether physicians should prioritize paying off their mortgage or investing additional resources as they approach retirement. The discussion highlights the balance between managing debt and maximizing investment opportunities while addressing the unique financial challenges faced by phy…
…
continue reading
1
Healing with Kindness: The Power of Self-Compassion - Replaying My Conversation with Dr. Kristin Neff
55:42
55:42
Play later
Play later
Lists
Like
Liked
55:42
Today, I'm re-sharing my conversation from 2023 with Dr. Kristen Neff on the power of self-compassion. Particularly during stressful and heavy times, self-compassion is such an important concept to practice - it provides relief to those of us who feel like we're going through it alone, and it also helps us feel validated and seen - which is so much…
…
continue reading
1
Black Friday Insider Secrets: Shop Like a Pro, Save Like a Boss with Trae Bodge
42:38
42:38
Play later
Play later
Lists
Like
Liked
42:38
In this episode, I sit down with shopping expert Trae Bodge to spill the top Black Friday secrets you need to know. Get insider tips on timing your purchases, using deal alerts and browser extensions, and maximizing savings. Trae shares expert hacks for scoring deeper discounts than the standard Black Friday prices, plus the best days to buy tech, …
…
continue reading
1
Investing In Real Estate or An S&P 500 Index Fund... Which One Will Make You Rich
35:57
35:57
Play later
Play later
Lists
Like
Liked
35:57
Welcome to a high-energy, no-holds-barred showdown between two of the most popular wealth-building strategies: real estate and investing in an S&P 500 index fund. Ever wondered if your money is better off in bricks and mortar or riding the stock market wave? In this episode, I break down the pros, cons, and real-life examples of each approach to he…
…
continue reading
1
What the Election Results Mean for Your Money
1:13:23
1:13:23
Play later
Play later
Lists
Like
Liked
1:13:23
The 2024 presidential election results are in. Whichever candidate you voted for, we want to look at the next four years from a purely financial standpoint. In this episode, we talk though the market's historical trends, how potential initiatives will impact the economy, and what changes we might see to financial policies. We are Financial Design S…
…
continue reading
1
Want to retire on $105,000 P.A.? Plus leave $1,000,000 behind?
26:20
26:20
Play later
Play later
Lists
Like
Liked
26:20
In order to retire on $105,000 p.a. in today's dollars, ensuring that this income keeps up with inflation and lasts 30 years, you really need to think about having $1,850,000 in super. Yes. It is a lot. But not unachievable. If you want these funds to last further, plus leave $1,000,000 to your loved ones, you only need another $350,000 more. This …
…
continue reading
1
Season 16 Episode 27: Healthcare, Space and Biotech…Oh My!
50:56
50:56
Play later
Play later
Lists
Like
Liked
50:56
Get ready to explore the future of healthcare and innovation with Nach Dave, a healthcare executive and regulatory affairs expert, and Junaid Mian, a pharmacist, entrepreneur, and investor. With over 23 years of experience in the pharmaceutical and medical devices industry, Nach has been instrumental to medtech startups. Junaid sees the space econo…
…
continue reading
1
Financial Freedom Secrets: Hint, It Starts With Your Emotions with Brad Nelson
47:30
47:30
Play later
Play later
Lists
Like
Liked
47:30
Ever thought, “I’m doing everything right with my money, so why am I still stuck?” You’re not alone. Many of us carry hidden emotional baggage with money, creating roadblocks to the wealth we want. In this episode, I’m joined by Dr. Bradley Nelson, best-selling author of The Emotion Code, to uncover how trapped emotions keep you financially stuck a…
…
continue reading
1
#124 - The basics of taxes and tax planning in retirement
1:00:28
1:00:28
Play later
Play later
Lists
Like
Liked
1:00:28
Andy talks about the basics of what to know regarding taxes and tax planning in retirement. Topics discussed include: What sources of income are taxable vs non-taxable Required Minimum Distributions ("RMDs") from both your own accounts and inherited accounts How to pay taxes in retirement: withholdings vs making estimated payments Gifting tax-effic…
…
continue reading
1
Ep. 71 The Federal Reserve and the book "The Creature from Jekyll Island"
17:05
17:05
Play later
Play later
Lists
Like
Liked
17:05
Have a question? Send me a text message. On the podcast today, I share my insights from the book "The Creature from Jekyll Island" by G. Edward Griffin. The author sheds light on the controversial creation and role of the Federal Reserve in our economy. By understanding the concept of fiat money and the Federal Reserve's significant influence, you'…
…
continue reading
Thinking about a career switch from the classroom to corporate? In this episode, Jess and Brandon explore the roadmap to making that change. Tune in as Jessica recounts her journey from teaching in the Carolinas to securing a role with a Fortune 100 tech giant, highlighting how often-overlooked skills can become your greatest asset. Learn how to ne…
…
continue reading
1
How should physicians adjust their investments right before retirement
23:23
23:23
Play later
Play later
Lists
Like
Liked
23:23
In this episode, Nate and Ben focus on the critical topic of investment adjustments that physicians should consider as they approach retirement. They explore how these adjustments can impact financial stability and long-term goals, addressing questions commonly faced by physician families. Through personal anecdotes and professional insights, the h…
…
continue reading
1
Enhancing Your Financial Strategies (E14)
30:11
30:11
Play later
Play later
Lists
Like
Liked
30:11
Wade Reed shares powerful insights on creating a purposeful approach to wealth. He discusses the importance of treating finances as a stewardship, battling lifestyle creep, setting achievable short-term goals, and the impact of avoiding instant gratification. With engaging stories and practical advice, Wade highlights how accountability and intenti…
…
continue reading
1
The Magic 8 Ball’s Guide to Retirement Planning
22:24
22:24
Play later
Play later
Lists
Like
Liked
22:24
Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we’re turning to the Magic 8 Ball for advice on something much more important: your r…
…
continue reading
1
Ep #251 - We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks?
33:27
33:27
Play later
Play later
Lists
Like
Liked
33:27
This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio. We also review an article about market efficiency / inefficiency, and provide an update on mortgage and long term bond rates. RESOURCES: Mob Rule humbledollar.com/2024/10/mob-rule/ Principles fo…
…
continue reading
1
Bridging the Gap from Scarcity to Abundance (and Why We Need to Wear our Patience Pants) with Jen Piala
42:38
42:38
Play later
Play later
Lists
Like
Liked
42:38
This week, I'm so excited to have my friend Jen Piala back on the show. Jen is a Financial Abundance coach and a Certified Mindset Coach. Jen helps women create a simple plan to help them stop worrying about money. Having come from a place of lack, she recognized she wanted more from life and wanted a life of abundance. Jen took the time to create …
…
continue reading
1
Food Waste Is Killing Your Budget (Learn the Tricks to Save Big) with Teralyn Pilgrim
43:45
43:45
Play later
Play later
Lists
Like
Liked
43:45
Let’s be real: food waste is costing you—big time. If you’re tossing leftovers or ignoring those limp veggies in the back of the fridge, you’re practically throwing money in the trash. In this episode, I sit down with Teralyn Pilgrim, a zero food waste wizard, to uncover how we can all save serious cash and do something good for the planet. We’re g…
…
continue reading
1
Jacqueline (Jacquie) Doucette: Beyond Retirement: Reinventing Your Next Chapter
40:25
40:25
Play later
Play later
Lists
Like
Liked
40:25
Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Retirement is not the end, but a new beginning. Discover how Jacqueline Doucette, founder of Beyond Retiremen…
…
continue reading
1
Money Stress Survival Kit: Your 5-Step Plan to Chill the Bill
38:02
38:02
Play later
Play later
Lists
Like
Liked
38:02
Are your money worries keeping you up at night? In today’s episode, we’re diving headfirst into the stress and anxiety that so many of us feel when it comes to money. Whether it’s an unexpected bill, debt overload, or the nagging feeling of not having enough saved, financial anxiety can feel overwhelming—but it doesn’t have to control your life. Jo…
…
continue reading
1
192: The Soul of Wealth, with Daniel Crosby
33:28
33:28
Play later
Play later
Lists
Like
Liked
33:28
Dr. Daniel Crosby is a psychologist, behavioural finance expert, and New York Times bestselling author, who joins me to discuss his latest book, The Soul of Wealth. Dr. Crosby, known for his groundbreaking insights into how psychological factors influence financial decisions, shares how his book explores the balance between monetary wealth and what…
…
continue reading
1
Spending more, tipping, and price versus value
34:41
34:41
Play later
Play later
Lists
Like
Liked
34:41
Dan and Daniel discuss when and how people should decide to spend more, then debate modern trends in tipping, and finally the issues of price versus value.By MY Wealth Planners
…
continue reading
1
Investors Are Missing Out on Nearly 16% of Investment Returns
21:38
21:38
Play later
Play later
Lists
Like
Liked
21:38
In a recent study published by the investment research company Morningstar, they estimate that the average dollar invested in funds by individual investors over the 10 years ending December 31st, 2023 earned a 1.1% lower rate of return per year than the actual investments they were invested in. This resulted in individual investors out on nearly 16…
…
continue reading
1
$1,850,000 - GROW YOUR WEALTH FOR RETIREMENT (10 IDEAS)
28:38
28:38
Play later
Play later
Lists
Like
Liked
28:38
In last week's episode I spoke about working out how much money you need in super in order to retire rich. I really focused on my worries when people use other people's averages as their own benchmark, as those averages are dangerously low. How much you need depends on how much you want to retire on, when you want to retire and how long you want th…
…
continue reading
1
Season 16 Episode 26: Embracing Diversity in Children’s Literature
50:22
50:22
Play later
Play later
Lists
Like
Liked
50:22
Ready to delve into the world of children’s literature and educational innovation? Meet Yobe Qiu, an esteemed educator and author dedicated to transforming early childhood learning. As the founder of “byyobeqiu”, Yobe created a tech platform to provide impactful literacy experiences to children. With a passion for creating diverse and multicultural…
…
continue reading
1
The Election, the Constitution, and Your Duty: How to Secure Real Wealth for Generations
8:23
8:23
Play later
Play later
Lists
Like
Liked
8:23
Summary In this episode of the Wealth Acceleration Podcast, Wade Reed emphasizes the critical importance of voting and civic duty in the context of the upcoming presidential election. He reflects on the freedoms granted by the Constitution and the responsibility that comes with them. Drawing inspiration from Victor Frankl's experiences during the H…
…
continue reading
1
#123 - My thoughts on 12 common financial and retirement planning rules of thumb
51:13
51:13
Play later
Play later
Lists
Like
Liked
51:13
Special edition episode in which Andy shares his views on whether the below 12 rules of thumb are accurate or not: You should always contribute at least enough to your employer plan (like a 401(k)) to get the full employer match You shouldn't help your kids pay for college if it means shorting your own financial security in retirement You need at l…
…
continue reading
1
Scary Money Decisions to Avoid (Halloween Edition)
37:21
37:21
Play later
Play later
Lists
Like
Liked
37:21
Ready to face your financial fears? In today’s Halloween-themed episode, I take you on a haunted tour through the spine-chilling world of scary money decisions you do not want to make. From scary impulse buys to zombie retirement plans, these terrifying mistakes are lurking around every financial corner—and we’re here to keep your wallet safe from …
…
continue reading
1
50% Outrun Savings in Retirement? Here's Why They're Wrong...
5:04
5:04
Play later
Play later
Lists
Like
Liked
5:04
I came across a retirement finance article recently that really sent me loopy. The title was: Almost 50% of US households will outrun their savings in retirement — but this 1 money move could sustain your nest egg The article quotes a study from the Morningstar Center for Retirement & Policy Studies. Once I got past how misleading and malicious the…
…
continue reading
1
REWIND: Empowering Healthcare Advocacy with Jessica Baladad
1:05:01
1:05:01
Play later
Play later
Lists
Like
Liked
1:05:01
In honor of Breast Cancer Awareness Month, we’re bringing back this powerful episode with Jessica Baladad, a breast cancer survivor and advocate for healthcare transparency. After facing misdiagnosis, Jessica's experience inspired her to create the "Feel For Your Life" app, promoting self-breast exams and early detection. Her advocacy extends beyon…
…
continue reading
1
Should we push hard now and slow down in our 50's
23:49
23:49
Play later
Play later
Lists
Like
Liked
23:49
In this episode, Nate and Ben tackle the critical question of whether physicians should prioritize intense work and savings during their early career to achieve the goal of slowing down in their 50s. They delve into the financial implications of this strategy, discuss various listener questions about managing student loans, and emphasize the import…
…
continue reading
1
Ep. 70 Wise lessons from an HR and employment law attorney (with special guest Jacquiline Wagner)
52:52
52:52
Play later
Play later
Lists
Like
Liked
52:52
Have a question? Send me a text message. We’re joined by Jacquiline Wagner, a human resource and employment law attorney, who brings her unique perspective to the table. Together, we dissect how understanding both employee and employer perspectives can cultivate win-win situations and foster a supportive work culture. On this podcast we discuss: Th…
…
continue reading
1
The Productivity Trap: How to Break the Cycle and Find More Balance in our Every Day
19:06
19:06
Play later
Play later
Lists
Like
Liked
19:06
Today, I thought it would be helpful re-air an episode that I did over 2 years ago on our struggles with productivity. In it, I talk about the internal and external pressures that so many of us feel and how we can form an identity around getting things done. I talk about where we learned this, how it might be serving us (because it does serve a pur…
…
continue reading
1
Secrets to Saving on Car Insurance: What No One Tells You
41:35
41:35
Play later
Play later
Lists
Like
Liked
41:35
Ready to fuel up your wallet with cash savings? This episode is all about slashing your car insurance costs—and trust me, it’s juicier than it sounds! You know how I’m obsessed with finding travel deals on sites like Kayak, Expedia, or Tripadvisor? Well, car insurance deserves the same treatment! This episode is like getting a money-saving power-up…
…
continue reading
1
Financial Do-Overs: What I Did Differently in My Second Marriage
38:09
38:09
Play later
Play later
Lists
Like
Liked
38:09
In today’s episode, we dive into the critical steps to protect your finances in a second marriage. After my own divorce, I knew I needed a different approach to build a strong financial foundation in a new relationship. This episode is filled with real, actionable advice for anyone navigating a breakup or a fresh start in love and finances. We’ll c…
…
continue reading
What do you need to know before taking a hobby full time or launching a start up? In this episode, we break down the financial side of how to start a business. From finding funding, to deductions and distributions, and tax implications, we share our expertise as planners and experience as business owners. We are Financial Design Studio: Michelle, S…
…
continue reading
1
The value of trust and client experience, and investing in precious metals
29:09
29:09
Play later
Play later
Lists
Like
Liked
29:09
Dan and Emily discuss the value of building trust as a financial planner and with a financial planner. They then go on to discuss client experience (in all forms fo business) and the importance of building an experience that exceeds the expectation of the client. Finally, they touch on precious metal investing and what it can and cannot accomplish.…
…
continue reading
One of my biggest fears is that people will take a sense of complacency in average advice provided by "financial experts". Seeing numbers thrown around about how much you need to retire are often fraught with dangers as these numbers appear to be extremely low and don't create a future of financial freedom but frightening financial poverty. To take…
…
continue reading
1
Launching a Financial Planning Practice & Celebrating a Firmaversary
1:12:40
1:12:40
Play later
Play later
Lists
Like
Liked
1:12:40
Dan tells the story of launching the practice that became MY Wealth Planners, and shares the many struggles and challenges that come not only with entrepreneurship, but the work of doing financial planning. TW: Mental health. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimenta…
…
continue reading
1
"Should I Break Up Over Money Or Stay Together"
36:17
36:17
Play later
Play later
Lists
Like
Liked
36:17
In this Vault Ask Shannah episode, we dive into a raw and relatable question from listener Nicole, who struggles with money fights that threaten her relationship. After 5 years together and therapy sessions that feel like they’re going nowhere, Nicole and her partner are still sneaking purchases and letting money issues take the driver's seat in th…
…
continue reading
1
#122 - Q&A edition...tracking Roth IRA contributions, what to do with leftover RMD money, using total bond market funds and MORE!
39:45
39:45
Play later
Play later
Lists
Like
Liked
39:45
Listener Q&A where Andy talks about: How to keep track of Roth IRA contributions ( 6:45 ) Considering getting employer-sponsored health insurance to supplement Medicare ( 12:15 ) What to do with money from an RMD that you don't actually need ( 16:48 ) Understanding the capital gain exclusion on selling your primary residence ( 19:58 ) How to determ…
…
continue reading
1
Financial Strategies for a Secure Retirement (E13)
32:29
32:29
Play later
Play later
Lists
Like
Liked
32:29
Do you worry about running out of money in retirement? Many people don’t fully understand how long their savings need to last or how systems like Social Security work. In this episode, we dive deep into how to plan for retirement, manage your income, and make sure you don't outlive your savings. We’ll also explore why the traditional retirement age…
…
continue reading
