Best Bill Taber and Anastasia Taber Podcasts (2024)

1
Hope Beyond the Headlines: Why the U.S. Economy is Stronger Than You Think 29:09

5d ago29:09

29:09

Previously, we discussed market volatility leading up to the U.S. election. Today, we're diving into the first part of a two-part series aimed at reversing some of the doom and gloom that seems so prevalent in American discourse today. Recent polls show that only 25% of Americans are satisfied with how things are going, but is the outlook really so…

1
Why Social Security Matters for Millennials and Gen Z 30:08

19d ago30:08

30:08

In this episode, we're diving into a topic that often seems distant for younger generations: Social Security. Many millennials and Gen Zers might think Social Security won't impact them for decades, but it's crucial to start understanding it now. We begin with a brief history of Social Security and explain how it works in the U.S. We'll explore why…

1
Finance and Romance: Managing Money When One Partner is the CFO - with Dean Ensley 38:53

1M ago38:53

38:53

In today's episode, Anastasia is joined by a special guest--her husband Dean--to explore the intersection of finance and romance. Managing finances in a relationship has its challenges, especially when one partner takes on the role of the "CFO" while the other is more hands-off. We share our personal experiences of navigating money management toget…

1
Three Mistakes Investors Make During Election Years 24:26

2M ago24:26

24:26

How do U.S. elections impact the stock market? In this episode, we dive into "election anxiety" and how it affects your investment decisions. We'll explore the historical data on market performance during election years, whether it matters which political party controls the government, and the three common mistakes investors often make during the e…

1
Fraud-Proof Your Finances: How to Keep Your Wealth Safe 42:44

2M ago42:44

42:44

In today's digital age, fraudsters are becoming more sophisticated, targeting individuals through online scams, phishing emails, and identity theft. In this episode, we dive deep into how you can protect yourself from falling victim to fraud. We'll cover key strategies to recognize suspicious emails, phone calls, and messages, and how to verify the…

1
The Reality Behind Recent Market Dips: A Long-Term Investment Outlook 26:13

3M ago26:13

26:13

In this episode, we dive into the recent market volatility that has left many investors concerned. If you've noticed your investment account balances dropping or seen chatter online about market dips, we're here to provide clarity and context. We'll discuss what's been happening in the markets lately, explore the key factors contributing to increas…

1
Understanding Influences on Your Money Habits: Experience, Luck, and Risk 29:00

3M ago29:00

29:00

In this episode, we revisit one of our favorite personal finance books, "The Psychology of Money" by Morgan Housel to understand how our individual experiences and the elements of luck and risk influence our financial decisions. Building on key insights, we explore why personal history plays such a significant role in shaping how we view money and …

1
How to Cultivate Financial Discipline to Meet Your Goals 36:57

4M ago36:57

36:57

A 2023 survey conducted by payroll.org found that 78% of Americans live paycheck to paycheck and are struggling to save or invest after covering monthly expenses. Despite markets reaching all-time highs, recent years of inflation have driven significant stress and concern over the current economic state. Roughly half of 4,000 respondents in a June …

1
Tax Strategies for Young Investors 33:12

4M ago33:12

33:12

In this episode, we dive into essential tax strategies tailored for young investors. Discover the key differences between Roth and traditional IRAs and understand how these choices impact your tax strategy. We'll explain the concept of tax diversification and its importance for building a resilient financial future. Learn how to prioritize contribu…

1
Navigating the AI Revolution: Insights for Investors and Workers, Part Two 14:59

5M ago14:59

14:59

In April 2023, we discussed the rise of AI, our experiences with Chat GPT, and the profound changes AI is poised to bring to our world. We concluded that AI would transform nearly everything, with some changes foreseeable and others beyond our current understanding. Given the rapid advancements in AI, it’s time for an update. In Part One, we explor…

1
Navigating the AI Revolution: Insights for Investors and Workers, Part One 28:21

5M ago28:21

28:21

In April 2023, we discussed the transformative rise of AI, predicting that AI would revolutionize nearly every aspect of our lives. Now, a year later, it's time for an update on this rapidly evolving technology. In this episode, we explore the latest AI developments and what they mean for the future. Join us as we delve into: The newest advancement…

1
Understanding FIRE: How the Financial Independence Retire Early Movement Applies to You 32:24

5M ago32:24

32:24

In today's episode, we delve into the FIRE movement—Financial Independence Retire Early. Whether you're new to FIRE or looking to refine your approach, this episode covers what you need to know about applying the FIRE approach to your life. We explore the evolution of FIRE, break down its various types (Lean FIRE, Fat FIRE, Barista FIRE, and Coast …

1
Timing Matters: When to Merge Finances with Your Partner 24:20

6M ago24:20

24:20

Lately, Anastasia has received questions from several couples who are considering merging their finances. When and how should couples start involving each other in their financial information? What kind of approach should each partner take before initiating discussions around money habits? How do you prompt these kinds of conversations? Are there s…

1
Demystifying Diworsification: Navigating the Debate Between Active and Passive Investing 39:23

6M ago39:23

39:23

What is Diworsification? Why are index funds so popular? Today we jump into the debate of passive versus active investing and consider what investors should understand about these different investing styles. What should investors understand before purchasing an index fund? What are reasons to have an active investment strategy? What should you ask …

1
5 Reasons Why You Should Have an Abundance Mentality 34:31

7M ago34:31

34:31

We revisit one of the core principles of Creating Wealth that is fundamental to wealth building: an abundance mentality. We discuss five reasons why you should have an abundance mentality and share our recent thoughts and advice in implementing this within your financial life. For any questions, comments, and to suggest topics for the podcast, you …

1
Finance 401 3:19

7M ago3:19

3:19

Today, we cover the four different forms of finance that are essential to understand in your wealth building journey. For any questions, comments, and to suggest topics for the podcast, you can email us at askcreatingwealth@taberasset.com.By Bill Taber and Anastasia Taber

1
Beware of the Magic Bullet: The Fundamentals to Creating Wealth 34:05

7M ago34:05

34:05

What are the signs you are considering a magic bullet? We discuss why people are drawn to magic bullets when it comes to personal finance and share stories of how to identify them and understand them. What really matters when it comes to creating wealth? We share practical tips on how to implement the fundamentals to wealth building. For any questi…

1
Elevate Your Career: Navigating Job Changes in Today's Market 33:14

8M ago33:14

33:14

In today's rapidly evolving job market, navigating job transitions and career changes is becoming increasingly common. Whether you're contemplating a new career path, facing unexpected layoffs, or striving for advancement, managing these transitions effectively is crucial. We'll clarify how to identify new job opportunities, enhance your resume and…

1
Our 100th Episode: Why Creating Wealth Exists 32:35

8M ago32:35

32:35

Creating Wealth has made it to 100 episodes! In this podcast, we're diving into the personal side of things--we'll discuss our podcasting journey over the last almost four years, what we've learned through this process, and what we hope for the next 100 episodes. We talk about how we were drawn to the financial services industry and how we learned …

1
Social Comparison: A Roadblock to Building Wealth 23:24

9M ago23:24

23:24

Social comparison is everywhere, but how does it affect your finances? Today we're diving into the topic of comparison--how common is it for millennials and Gen Z to compare their financial situations? What are some potential negative effects of comparing your finances to others? What are strategies to avoid overuse of comparision? Are there benefi…

1
What’s the Deal With Annuities? 24:40

9M ago24:40

24:40

Annuities are not the simplest of investments to understand—yet they are definitely worth understanding! So today we’re going to discuss annuities, how they work, in what cases they make sense to buy—and when they don't. We’ll also discuss the questions you should ask before buying an annuity: How do I buy one? How are they taxed? We hope this epis…

1
Reach Your 2024 Goals by Budgeting 27:36

10M ago27:36

27:36

January is typically the time when people are thinking about goals for the year ahead. And a key component to accomplishing those goals is budgeting—one of our favorite topics! Join us as we discuss what we found interesting as we reviewed our 2023 budgets, and how we’re thinking about our budgets in 2024. We’ll also touch on the demise of Mint as …

1
A Brief Break 3:15

12M ago3:15

3:15

Anastasia announces an unanticipated quick break in the podcast after sad family news. For questions and comments, you can email us at askcreatingwealth@taberasset.com.By Bill Taber and Anastasia Taber

1
The Seduction of Pessimism and the Power of Optimism 27:18

12M ago27:18

27:18

Why is it that negative headlines get way more attention than positive headlines? Join us as we revisit The Psychology of Money by Morgan Housel to discuss the chapter titled “The Seduction of Pessimism” and share our thoughts on the recent market downturn. We’ll also cover a recent Barron’s article titled “The Economic Cost of Unhappiness,” which …

1
Raise Kids Without Breaking the Bank: Where Finances Meet Family 29:04

1y ago29:04

29:04

Raising kids is one of the most rewarding experiences in life. But it also comes with financial responsibilities and challenges—from diapers to daycare, and from college savings to family vacations. In this episode, we discuss the financial considerations that accompany starting a family. We explore budgeting, saving and investing for your children…

1
Getting Wealthy vs. Staying Wealthy: The Psychology of Money 34:05

1y ago34:05

34:05

Why does getting wealthy and staying wealthy involve two different skill sets? Author of The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, Morgan Housel says, "There are a million ways to get wealth, but only one way to stay wealthy." Join us today as we focus on a few particularly enlightening chapters from Housel's book, …

1
Inflation on the Rise: How the Fed Battles Rising Costs 33:14

1y ago33:14

33:14

Join us today as we provide an update on the progress of the Federal Reserve's journey to reduce inflation. We'll explore the implications of recent union strikes, the transformative role of artificial intelligence in the job landscape, and share savvy tips to navigate these soaring prices. As always, please consider sharing this episode with a fri…

1
You Received an Inheritance. Now What? 25:20

1y ago25:20

25:20

Younger generations are estimated to inherit as much as $70 trillion worth in wealth over the next 20 years. The questions are, what do you do with this money? How do you best honor the legacy of the inheritance while applying it in a way that aligns with your goals and values? Bill discusses what he's seen over his career of the five categories of…

1
5 Ways to Limit Lifestyle Creep 37:23

1y ago37:23

37:23

What is lifestyle creep and what are five ways to limit its impact on your financial journey? Anastasia and Bill explain the concept behind lifestyle inflation, describe its negative impact on personal finances when left unchecked, and provide actionable strategies for how to guard against it. For questions, comments, or topics, you can email us at…

1
Paying Off Your Mortgage Early and Teaching Your Kids About Money - with Adam Carroll 49:00

1y ago49:00

49:00

Bill and Anastasia discuss The Shred Method with Adam Carroll, who used this technique to pay off his mortgage quickly and save his family over $180,000 in interest. He is sharing this method to help others achieve more financial freedom within their lives. Adam also discusses strategies he used to successfully teach his children about personal fin…

1
Your Health and Wealth 20:28

1y ago20:28

20:28

Bill and Anastasia continue their conversation on retirement to discuss what listeners should know about health care in this life stage. What is the difference between your healthspan and lifespan? How has health care in retirement changed and what are the challenges U.S. individuals face? Why is this important to know even when you are decades cha…

1
The End of Retirement 35:00

1+ y ago35:00

35:00

Will the current working generations retire the word "retirement"? What might that look like? How will retirement look different for Gen X, millennials, and Gen Z compared to Boomers? Bill and Anastasia discuss how increasing longevity will impact retirement and provide practical strategies for how to prepare yourself for this evolution. Bill gives…

1
Millennial Imposter Syndrome 32:51

1+ y ago32:51

32:51

What is imposter syndrome and how does it impact personal finance? Anastasia discusses factors that have contributed to imposter syndrome in millennials and how they have created a lack of financial and professional confidence. Bill provides thoughts on how common this psychological phenomenon can be across generations. They discuss how the pandemi…

1
Beyond Fear and Greed: Decoding Your Risk Tolerance 27:02

1+ y ago27:02

27:02

Risk tolerance isn't the most exciting topic, but it's absolutely fundamental to your investment strategy. Bill and Anastasia revisit this subject to explain why it's so important to understand your risk tolerance. Bill gives his thoughts on the current markets and provides multiple examples from his career for why misunderstanding your risk tolera…

1
Are You Experiencing Burnout? 28:04

1+ y ago28:04

28:04

How can you tell if you are suffering from burnout? What are the symptoms and how do you address burnout and resolve it? Anastasia and Bill explain how burnout impacts your professional, financial, and personal life and share times in their lives when they experienced burnout. They also provide practical tips for how to recover from burnout. For a …

1
How Well Do You Know Your Money? 28:54

1+ y ago28:54

28:54

To create wealth, you must have a fundamental understanding of your financial situation. Bill and Anastasia discuss many important questions to get you thinking about your money. Do you know how much money is coming in vs. going out? If your water heater died, how panicked are you? How much money would you get if you sold your house today? What's t…

1
How to Increase Your Income 34:57

1+ y ago34:57

34:57

Here's your Motivation Friday! Bill and Anastasia discuss what it takes to increase your income, including tips on how to negotiate salary, networking, how to determine what skills and education are needed, navigating career transitions, and how to stay motivated to work towards your income and career goals. Anastasia describes how financial planne…

1
Are You Prepared for the AI Revolution? 28:35

1+ y ago28:35

28:35

The Artificial Intelligence revolution is here. Bill and Anastasia discuss the AI change, how fast this change is happening, and how to future-proof your career. They describe their interactions with ChatGPT and whether AI capabilities are something to fear, or something to figure out. They cover the open letter by the Future of Life Institute to h…

1
Should You Be Concerned About the Banking Crisis? 33:24

1+ y ago33:24

33:24

Bill breaks down the timeline of events of the banking crisis that began in March 2023 and explains what happened. How big of a deal were the bank failures? Why did this happen? How much does this matter for you and the average investor? Bill gives his thoughts on whether we are heading for a recession while Anastasia manages to break down the very…

1
Bear Markets 7:56

1+ y ago7:56

7:56

Bill and Anastasia discuss the different species of bear markets. For questions and comments, you can email Bill and Anastasia at askcreatingwealth@taberasset.com.By Bill Taber and Anastasia Taber

1
Are You Prepared For Financial Hardship? 26:50

1+ y ago26:50

26:50

Bill and Anastasia discuss how you can prepare financially for traumatic events, such as a job loss, injury, or the death of a spouse. Do single people need life insurance? Is disability insurance necessary? How do you decide who to choose for legal guardianship of your children? What are estate planning tools you need to consider? For questions an…

1
The 4 Money Beliefs That May Rule Your Life 29:44

1+ y ago29:44

29:44

Bill and Anastasia continue discussing emotion-based money topics by covering the four money beliefs that may form during childhood and how they can affect your approach towards money in adulthood, and ultimately your ability to build wealth. They discuss each money script using examples from Netflix shows and Bill's career. They then provide insig…

1
How to Build Wealth With Your Partner 26:27

1+ y ago26:27

26:27

Bill and Anastasia revisit a topic covered in one of Creating Wealth's first episodes "Discussing Finances with a Life Partner" to discuss the advantages that couples have in building wealth and how to end up on the same financial page with your partner. Why do spenders end up with savers and vice versa? How have macroeconomic trends affected mille…

1
How Rising U.S. Debt Affects You 24:59

1+ y ago24:59

24:59

Since Creating Wealth's National Debt episode in 2020, the total U.S. national debt has increased from $24 trillion to $31.5 trillion. Bill describes what caused the increase and how this will affect the U.S.'s standing in the world, using examples from Britain and China to compare and contrast. Bill explains what may happen to entitlements and wha…

1
How to Prioritize Your Spending 29:45

2y ago29:45

29:45

Bill and Anastasia continue their January topic on budgeting (a key component of creating wealth) to discuss how their respective family budgeting and goal setting processes went this year. Anastasia mentions the spending category that took her by surprise and compares the practice to getting back into workouts. She shares responses from others on …

1
Planning a Vacation 27:30

2y ago27:30

27:30

When it comes to vacations, do you pay first, budget later? Bill and Anastasia discuss their favorite vacations (which happen to be their most expensive vacations) and their least favorite unexpected vacation expenses before diving into Bill's process in budgeting for a vacation. What are some ways to save money while traveling? How do you factor i…

1
Why We Are Grateful in 2022 26:02

2y ago26:02

26:02

In practice of having an abundance mindset, Bill and Anastasia return to their end of year tradition (for the third year in a row!) to take stock of what they and others are grateful for in the past year. A special thanks to those who shared their messages of gratitude with Creating Wealth, and to healthcare workers who made sacrifices and risked t…

1
Mergers 101 24:21

2y ago24:21

24:21

You've heard of them in the news - what is a merger and why do they matter? Are mergers good for shareholders, managers, employees, or society? What is important to understand about mergers as an investor? Bill and Anastasia discuss Penguin Random House's bid to merge with Simon & Schuster, Elon Musk's takeover of Twitter, and DuPont and Pioneer's …

1
Buying a Car 32:01

2y ago32:01

32:01

How do you buy a car? Is it better to buy a new car or a used car? How much should you spend? In what cases should someone lease a car instead of buying? How do you negotiate with a car salesperson? What fees are attached to the car aside from the sticker price? Should you consider electric? Bill talks about his recent and past car purchases. Anast…

1
Why Should You Hire a Financial Advisor? 26:59

2y ago26:59

26:59

What type of investor should hire a financial advisor and what can you expect from that relationship? Bill and Anastasia turn the spotlight on TABER Asset Management to discuss what services the firm offers and how they differ from other financial advisors. Anastasia asks whether investing in index funds is useful advice and Bill explains his activ…

Podcasts Worth a Listen

Bill Taber And Anastasia Taber Podcasts

Podcasts Worth a Listen

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