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Financial Life Planning for Busy Parents

Mike Morton, CFP®, RLP®, ChFC®

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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Under the Iceberg

Alan Rhode, CFP®, CPWA®, CEPA®, RLP®

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Under the Iceberg is hosted by Alan Rhode, a seasoned Private Wealth Advisor and CEO of Modern Wealth. It is your go-to podcast for diving deep into the world of Financial Planning and Wealth Management for Entrepreneurship and Small Business Ownership. Join us as we explore these crucial topics in a format that’s both educational and engaging, tailored for Entrepreneurs and Small Business Owners looking to navigate the complexities of modern finance. Disclaimer: “Under the Iceberg” is for i ...
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Research Like a Pro is a podcast about genealogy research methodology. Diana Elder and Nicole Dyer of FamilyLocket.com discuss how to take your family history research to the next level and uncover more of your family tree. Learn about research objectives, analysis, locality research, research planning, source citations, report writing, case studies, and more. Diana and Nicole are the mother-daughter team at FamilyLocket.com and the creators of the Amazon bestselling book, Research Like a Pr ...
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Practical Wisdom from ACP Financial Advisors

Alliance of Comprehensive Planners (ACP)

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In Practical Wisdom from ACP Financial Advisors, host Ken Robinson, CFP®, talks with Certified ACP advisors as they share their stories of how they became successful, fee-only, comprehensive financial advisors. Through these conversations, Practical Wisdom reveals the strategies, tips, and tools these advisors employed to get where they are today. Practical Wisdom also explores the common denominator among all of these advisors—the ACP methodology.
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In this episode of the Research Like a Pro Genealogy podcast, Diana and Nicole explore using AI to find research questions and write objectives. They discuss how AI can analyze your family tree data and suggest potential research questions. Diana shares her experience using a GEDCOM file with a custom GPT to analyze her pedigree for the Isabella We…
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Welcome to the final episode of "Rising with RLP" for this season. I'm your host, Tammie, the founder and owner of RLP Holistic Wellness. Today, we are joined by Courtnie from Tucked in Tarot for an enlightening conversation about life, business, and the often unspoken challenges we face. In this episode, we dive deep into the importance of mindful…
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In this episode, Matt Robison and Mike Morton consider the potential expiration of the Tax Cuts and Jobs Act (TCJA) in 2025 and what it could mean for your finances. They focus on three key areas: the possible reduction of the lifetime gifting exemption from $13 million to $6 million; the likely increase in tax rates due to a decrease in the standa…
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In this episode, Matt Robison and Mike Morton dive into the world of investment fees and the truth behind the "no free lunch" adage. They explore how Wall Street packages seemingly attractive investment products with hidden fees that can erode returns. From Health Savings Accounts (HSAs) with unexpected management fees to interval funds with layers…
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In this episode of the Research Like a Pro Genealogy Podcast, Nicole and Diana interview Steve Little, the National Genealogical Society Artificial Intelligence Program Director. Steve explains what Large Language Models are and their strengths, including summarization, extraction, generation, and translation. He discusses how AI can be used in gen…
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In this episode, Matt Robison and Mike Morton go back-to-basics with a focus on Roth Conversions—a financial strategy that could potentially save you millions of dollars in retirement. Whether you've amassed significant savings in tax-deferred accounts like Traditional IRAs and 401(k)s or you're just starting to think about how to optimize your ret…
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In this episode of the Research Like a Pro podcast, Diana and Nicole interview Mark Thompson, a professional genealogist specializing in digitizing and archiving family memorabilia and genetic genealogy. Mark shares his expertise on using artificial intelligence (AI) tools to analyze family photographs. Here are some key points from the interview: …
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Are you tired of being told to just "go with the flow"? Well, not today. In this episode, Matt Robison and I delve into why focusing on your net worth is more important than worrying about your cash flow. Have you ever scrambled to cover monthly expenses, or dipped into your investments for an unexpected charge, and felt the stress afterward? You'r…
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In this episode, Diana and Nicole discuss the advancements in AI tools for transcribing handwritten text. They highlight FamilySearch's new full-text search feature that uses AI to transcribe deed and probate images, and they demonstrate how ChatGPT and Claude can quickly transcribe uploaded images, significantly reducing the time needed for such t…
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In this episode, Diana and Nicole discuss Diana's research identifying Clemsy (Cline) Weatherford’s origins despite record loss in northeastern Arkansas. She began with extensive documentary research, identifying Clemsy's likely family: father John C. Cline, siblings Jacob, John, and Mahala, and half-siblings Jesse, Abner, Ann, and Amanda. She then…
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In this week's episode, I’m joined by financial coach Adam Koren, an expert in helping people overcome their money anxieties, to discuss the elephant in the room: your finances. No one likes to talk money, but it is monumentally important to pay attention to your finances, regardless of your income level. Stop feeling like you “should” know how and…
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Today's episode of Research Like a Pro, Diana and Nicole discuss the challenges of genealogical research in areas with severe record loss, using northeastern Arkansas counties as a case study. They offer five tips to help researchers make progress despite such setbacks. They advise starting by understanding the extent of the record loss, suggesting…
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Welcome to a candid episode of "Who the Fuck is in the Mirror?" featuring a spontaneous and unfiltered conversation between Tammie owner of RLP Holistic Wellness and Angela from Unabashedly You. In this episode, they dive into the messy reality of personal growth, the importance of authenticity, and the lessons learned from so-called mistakes. Expe…
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In this episode, Mike Morton and Matt Robison discuss the incredible benefits of Health Savings Accounts (HSAs), which offer a unique way to save money without losing any to taxes. Learn how HSAs provide a "triple whammy" of tax advantages: contributions are tax-deductible, funds grow tax-free, and withdrawals for qualified medical expenses are tax…
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Diana and Nicole discuss BanyanDNA, a tool for analyzing complex family relationships in genetic genealogy. Leah Larkin introduced BanyanDNA in December 2023, highlighting its unique ability to identify unknown ancestors and alert users to discrepancies in family trees. Diana shares her experience with her own family tree, where her great-grandpare…
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Welcome to a special episode of "Rising with RLP," hosted by Tammie, the owner and founder of RLP Holistic Wellness. This one-off podcast is designed to help you reset and reconnect your mind and body through a soothing body scan and breath work session. In this episode, Tammie guides you into a comfortable position, inviting you to bring awareness…
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Dreaming of establishing your own dynasty? While you may not control a nation, you can create a long-lasting educational legacy with a 529 plan! Join Matt Robison and me, Mike Morton, on this week’s podcast as we delve into funding education for your children, grandchildren, and even beyond. We'll explore how 529 plans, tax-advantaged savings accou…
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In this episode, Diana and Nicole discuss finding immigration records for ancestors arriving in the United States after 1906. They provide a timeline of important immigration laws and their impacts, such as the 1906 establishment of the Bureau of Immigration and Naturalization, the 1917 Immigration Act, the 1921 Emergency Quota Act, the 1924 Nation…
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Welcome to Episode 8 of Rising with RLP, where Tammie, owner of RLP Holistic Wellness, invites Courtnie from Tucked in Tarot for an enriching conversation. Courtnie has collaborated with Tammie on numerous projects, and today they discuss the importance of setting boundaries and taking time for oneself. Both Tammie and Courtnie share their personal…
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In this week's podcast episode, "10 Financial Hot Topics for 2024: Boring and Painful," join me and Matt Robison as we delve into Allan Roth's latest financial insights for 2024. We cover critical topics my clients often ask about, from understanding the difference between real and nominal returns,and managing cash to avoid inflation's eroding effe…
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In this episode of Research Like a Pro, Diana and Nicole explore the use of mitochondrial DNA (mtDNA) and WikiTree in genealogical research. They explain that mtDNA is inherited from our mothers, with only females passing it on, and how it differs from autosomal DNA by coming from a distant maternal ancestor. They discuss how mtDNA testing reveals …
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Welcome to the latest episode of Rising with RLP. In this captivating installment, our host Tammie, the founder of RLP Holistic Wellness, introduces us to the multifaceted Taylor Moon. Taylor, a professional astro tarot reader with a background in clinical mental health counseling, shares her journey of self-liberation and the profound influence of…
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In this episode of Modern Wealth Insights, we explore the intricacies of Qualified Small Business Stock (QSBS) and its powerful tax advantages. Learn about the eligibility requirements for both companies and investors, the significant benefits, and the potential challenges of QSBS. Discover how strategic investment in QSBS can lead to substantial t…
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In this podcast episode, Diana and Nicole discuss the use of Generative AI in scholarly and genealogical writing, emphasizing the importance of transparency in disclosing AI assistance. They talk about editorial guidelines from scholarly journals and the Association of Computational Linguistics, which suggest clear declarations of AI's involvement …
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Welcome to Episode 6 of "Rising with RLP," hosted by Tammie, the founder of RLP Holistic Wellness. This episode brings together four incredible women: Courtnie from TuckedIn Tarot, Laura from L&M Dreams and Tarot Interpretations, and Taylor Marie, from Black Moon Taylor. Join us as we delve into the world of spiritual entrepreneurship and the uniqu…
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For decades, concerns have circulated that the U.S. The Social Security system would run out of money. While headlines continue to warn of imminent depletion, the political implications, especially during election years, fuel much of this fear. Join Matt Robison and Mike Morton this week as they discuss the efforts currently underway to ensure the …
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In this podcast episode, Diana and Nicole discuss the evolving role of AI chatbots in various writing contexts, particularly in academia and genealogy. They highlight the changing policies around the use of large language models (LLMs) in academic writing, noting how organizations like the International Conference on Machine Learning have shifted f…
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Welcome to episode five of "Rising with RLP," hosted by Tammie, the founder of RLP Holistic Wellness. In this episode, Tammie introduces us to Angela, a resilient single mom of three high-needs children. Angela shares her incredible story of overcoming 15 years of trauma, including mental and emotional abuse, to become the strong, confident woman s…
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In this episode of "Research Like a Pro," guests Elaine Martzen and Emmaline MacBeath join hosts Diana and Nicole to discuss various WikiTree projects. Projects on WikiTree are groups organized around topics or activities to facilitate collaboration among members. They include top-level projects with unique tags and badges, sub-projects using highe…
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Recorded on location at ACP's Annual Conference held November 2023 in Spokane, Washington, this special episode is a collage of ideas from a sampling of ACP financial planners. Sharing best ideas from the last year and what they started doing in 2023 that they think would help other advisors in 2024, ACP advisors were asked to provide their top tip…
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Welcome to episode 4 of Rising with RLP, hosted by Tammie, the founder of RLP Holistic Wellness. In this heartfelt episode, Tammie introduces a very special guest – her mother. Together, they delve into a profound and emotional conversation about life's challenges and the resilience it takes to overcome them. Discover the inspiring story of Tammie'…
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This episode of Research Like a Pro focuses on the DNA features available on Wikitree, with guest Emmaline MacBeath, a genetic genealogist, explaining them. Diana and Nicole, discuss with Emmaline the various DNA tools and functionalities on Wikitree. One key feature is the ability to mark relationships as "DNA confirmed" by providing evidence from…
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Join us this week as Matt Robison and I discuss the strategies for minimizing capital gains taxes in today’s profitable housing market. We'll share a real-life client story that highlights how a couple saved thousands in tax liability by leveraging home improvement receipts and the primary residence exclusion. Discover how meticulous record-keeping…
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Meet Courtnie, owner and founder of Tuckedin Tarot. Courtnie not only does Tarot readings,she also has a mentorship program that helps people in their spiritual practice. She has built an online community focused on spiritual education, practice, & unity. Along with welcoming everyone with open arms To get in touch with Courtnie, click the link bel…
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In the podcast episode of "Research Like Pro," Betsy Ko, a mentor and leader of the WikiTree Events Committee, discusses her background and role at WikiTree. Betsy began her genealogy journey influenced by a family belief related to historical ties and deepened her commitment by studying genealogical principles. She participates in projects focused…
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To-do or not to-do? Take a calendar approach Ever feel like your to-do list never ends? Constantly moving unfinished tasks to the next day? In this episode, Matt Robison and I explore a game-changing productivity hack: scheduling tasks directly on your calendar. Forget the overwhelming to-do list that grows endlessly. Instead, allocate specific tim…
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Introducing Laura Meleney, a mother, writer, dream analyst, and certified Tarot practitioner with over two decades of expertise in interpreting dreams. Laura has devoted years to delving into the realm of dreams, viewing Tarot readings and dream analysis as potent tools for personal growth and intuition. Her exploration commenced as a personal jour…
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Join Matt Robison and me as we delve into the intricate world of inherited IRAs. In the first quarter of 2023, Americans held over $12 trillion in IRAs, and if you've inherited some of that wealth, there's a lot you need to know. We'll clarify who qualifies as an Eligible Designated Beneficiary (EDB), the impact of the Secure Act 1.0's 10-year rule…
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In this podcast episode, Diana and Nicole introduce Cyndi Ingle, the creator of CyndisList.com, a renowned resource for genealogical research. Cyndi, with over 44 years of experience in genealogy, is currently serving as the Executive Director for the Institute of Genealogy and Historical Research (IGHR). They discuss the distinctiveness of genealo…
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Join us in the inspiring Rising with RLP podcast where our host, Tammie recounts her intimate journey of self-discovery and healing. This heartfelt series sets the stage for Season One's theme: 'We are the Divine Femme'. Come along to witness candid storytelling and delve into the lives of eleven courageous women ready to bare their truths and vuln…
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In this week’s podcast, Matt Robison and I delve into the world of "home hacking," a trend that's gaining traction in the realm of real estate. But forget about the usual DIY tricks to boost your home's value – we're talking about doubling your net worth through unconventional living arrangements. Imagine living with your mom as the key to unlockin…
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In this podcast episode, Diana and Nicole talk with guest Michelle Mickelson, AG, about the significance of the Homestead Act of 1862 in spurring westward expansion and its implications for genealogy. They explore how this act allowed people to claim and cultivate land in states like Arizona, California, Colorado, Nevada, New Mexico, and Utah, and …
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In this podcast episode, hosts Diana, Nicole, talk with Michelle Mickelson, AG, and discuss the crucial role of church, cemetery, Native American, and Spanish language records in Southwestern genealogy. They emphasize that these records, often predating government documentation, are indispensable for exploring family relationships, migration patter…
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In this week's episode, Matt Robison and I delve into the essential lesson from renowned economist Robert Shiller: don't get swept away by stock market hype. Join us as we explore the implications of the Shiller PE ratio, currently standing at a lofty "34," we unpack Shiller's groundbreaking research and its practical applications for investors. Wi…
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In this episode, Diana and Nicole welcome guest Michelle Mickelson, AG, to discuss key records and repositories for researching ancestors in the Southwestern United States. They explore the differences between federal, state, and local records, highlighting the importance of each for uncovering vital information. Michelle guide listeners through na…
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In this week's podcast, Matt Robison and I, Mike Morton, delve into the world of charitable giving and the benefits of using a Donor Advised Fund (DAF) into your philanthropic strategy. A DAF functions like a personal account where you can deposit various assets, such as cash, stocks, or cryptocurrencies, which then become charitable donations. We …
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