Best Certified Financial Social Worker Podcasts (2024)

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From Battlefield to Business: Joseph Martinez and Chris Benson on Veteran Entrepreneurship and Franchise Opportunities 56:02

2d ago56:02

56:02

Send us a text Discover how two inspiring veterans, Joseph Martinez and Chris Benson, turned their military experience into a thriving business that empowers fellow servicemen and women. This episode takes you through their remarkable journey from the battlegrounds of Afghanistan to the competitive world of entrepreneurship with Troops Haul Junk. W…

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
From Combat Boots to Entrepreneurial Roots: Joey Laswell and Chris Benson on Veteran Empowerment and Financial Literacy 1:01:48

12d ago1:01:48

1:01:48

Send us a text Unlock the secrets to a successful transition from military life to entrepreneurship with insights from Air Force veteran Joey Laswell and Army veteran Chris Benson. Joey, a certified financial social worker, sheds light on the psychological facets of money management and the pivotal role of financial literacy for veterans stepping i…

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…

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From Military to Marketplace: Veteran Business Ventures and Economic Insights 1:00:13

1M ago1:00:13

1:00:13

Send us a text What if transitioning from military service to civilian life could be your gateway to financial success? Discover the hidden challenges and untapped opportunities of this journey as we shine a spotlight on veteran entrepreneurship. We'll navigate the psychological aspects of financial management and share my own experience of paying …

1
Decoding the Federal Reserve: Joey Laswell Discusses Interest Rates, Housing, and AI 59:59

1M ago59:59

59:59

Send us a text What do a certified financial social worker and an Air Force veteran have in common? Join us as Joey Laswell shares his incredible journey from tackling $20,000 in debt during active duty to becoming a financial expert. You'll gain valuable insights into trending financial topics like the Federal Reserve's recent interest rate cut an…

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Building a Lasting Business with Purpose: An Interview with Ron Welty of IntelliShop 24:19

2M ago24:19

24:19

In this episode, we sit down with Ron Welty, the founder and CEO of IntelliShop, a customer experience research company that has been in business for 25 years. Ron shares the inspiring story behind starting his own firm, the challenges and misconceptions he faced as an entrepreneur, and the importance of maintaining work-life balance and a strong c…

1
Digital Networking to Financial Independence: Ken Peeples on the Power of Financial Social Work and Innovative Coaching 59:59

1M ago59:59

59:59

Send us a text Unlock the secrets to financial independence with Ken Peoples, our special guest on the FIRE Social Worker Show. Ken shares his unexpected journey into financial social work, a field he discovered through LinkedIn Learning during the pandemic. The conversation reveals the power of digital networking and the growing interest in financ…

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…

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Veteran Financial Mastery: Dan Farnsworth on Infinite Banking, AI Innovation, and Building Wealth After Service 1:00:06

2M ago1:00:06

1:00:06

Send us a text Unlock the secrets of financial success with insights from our special guest, retired Navy lieutenant Dan Farnsworth, in this episode of "Money in the Military." Dan takes us on a compelling journey through his distinguished 23-year military career, from enlisting in 2002 to serving as a cryptologic specialist and later becoming a li…

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From Imposter Syndrome to Podcast Success: Amber Dietz on Veteran Challenges, Paranormal Encounters, and Financial Resilience 1:00:22

2M ago1:00:22

1:00:22

Send us a text Imagine feeling like an outsider among your own peers. Amber Dietz, co-host of the "Into the Weeds" podcast, experienced that firsthand after a severe injury led to her medical discharge from the Army. Join us as Amber opens up about her emotional journey from feeling like an imposter to finding her footing in civilian life. She shar…

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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
From Tornado to Transformation: Constance McConnell on Navigating Career Shifts and Financial Empowerment in Social Work 38:31

2M ago38:31

38:31

Send us a text Ever wondered how a natural disaster could redefine your career path? Join us for an eye-opening conversation with Constance McConnell, a Licensed Clinical Social Worker (LCSW) and Certified Financial Social Worker, (CFSW) whose journey into social work began after a tornado struck her town during her senior year of high school. Cons…

1
Transforming Pain into Purpose: Adam Peters and Mark Messina on Veteran Support and Suicide Prevention 56:00

2M ago56:00

56:00

Send us a text What happens when two veterans take their battle scars and transform them into a lifeline for others? In this gripping episode of "Money in the Military" on Military Broadcast Radio, we sit down with Adam Peters and Mark Messina, the dynamic duo behind QRF Up. Adam and Mark share their raw and inspiring journeys from military service…

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Navigating Entrepreneurship as a Married Couple: Lessons from the Dani and Flip - Founders of Freedom Family Investments 29:55

2M ago29:55

29:55

In this episode, we sit down with Dani and Flip Robinson, the co-founders and owners of the Freedom Family of companies. As a married entrepreneurial duo, they share their unique perspective on building a thriving business while navigating work-life balance, partnerships, and adapting to market changes. Hear their insights on overcoming misconcepti…

1
Building a Unique Financial Services Ecosystem: An Interview with Rob Herman of The 4100 Group Financial Services 23:43

2M ago23:43

23:43

In this episode, host Todd Eppert interviews Rob Herman, the Managing Principal of The 4100 Group Financial Services. Rob shares his entrepreneurial background and the unique approach of the 4100 Group, which operates as a permanent capital investor focused on long-term growth in the financial services industry. He discusses the firm's evolution fr…

1
Innovative Tools for Social Workers: A Closer Look at AI 59:56

2M ago59:56

59:56

Send us a text What if you could seamlessly blend AI into your daily work as a social worker? Join us as we welcome back Dr. Marina Badillo-Diaz, the pioneering AI Social Worker making waves online, who brings a wealth of experience from her recent endeavors, including her hands-on work with ChatGPT 4 Mini and the much-anticipated ChatGPT 5. Marina…

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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
Camaraderie and Mental Health in the Military Community 57:43

3M ago57:43

57:43

Send us a text Can the weight of financial burdens push our veterans to the brink? This episode confronts the harsh reality of veteran suicide and its strong ties to financial struggles. As a licensed mental health professional, I dive deep into the impact of financial strain on mental well-being and share the innovative efforts of organizations li…

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Embracing Risk and Adaptability: Lessons from Lisa Niekamp-Urwin’s 22-Year Entrepreneurial Journey 15:45

3M ago15:45

15:45

In this episode, we sit down with Lisa Niekamp-Urwin, the founder, president, and CEO of Tomorrow's Technology Today. Lisa shares her entrepreneurial journey, from being laid off in the corporate world to starting her own business in 2002. She discusses the misconceptions she had about running a business, the importance of work-life balance in a ra…

1
Restoring History: How John Chan’s Durable Restoration Company Preserves the Past 25:33

3M ago25:33

25:33

In this episode, we sit down with John Chan, the co-owner of Durable Restoration, a company specializing in historic roofing and restoration work. John shares the fascinating journey of how his company evolved from a small slate repair business to a renowned expert in preserving and restoring some of the most iconic and historic buildings around th…

1
From Failure to Family Business Success: Brian Bush’s Journey 22:41

3M ago22:41

22:41

In this episode, we sit down with Brian Bush, the owner of Elite Media Team, to discuss his entrepreneurial journey. Brian shares how he navigated business failure early on, the lessons he learned, and how that shaped his approach to building a successful media agency. He talks about the importance of work-life balance, adapting to industry changes…

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
Humor and Hardships: Military Money Lessons 57:58

3M ago57:58

57:58

Send us a text Ever wonder how an E3 in the Air Force managed to pay off $20,000 of debt in just three years? Join me, Joey, aka the Fire Social Worker, as I recount my financial journey and uncover the tools and strategies that transformed my financial life. This episode, "Money in the Military," is packed with insights into handling money while s…

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Advice from 22-Year-Old CEO Franco Kraiselburd: Balancing Innovation and Work-Life Balance 25:52

3M ago25:52

25:52

In this episode, we sit down with Franco Kraiselburd, the 22-year-old founder and CEO of Asclepii, a medical device startup. Franco shares his journey from a scientist background to becoming a young entrepreneur, the challenges he's faced, and the lessons he's learned about balancing technical expertise with business leadership. He offers advice fo…

1
Rising Above: Eddie Garcia’s Journey from Ranch Hand's Son to Army Leader and Financial Mentor 1:44:53

3M ago1:44:53

1:44:53

Send us a text How does a ranch hand's son from South Texas rise to become a pivotal figure in the U.S. Army and beyond? Join us as we unpack the incredible story of Eddie Garcia, whose path from the Army Reserves at 17 to serving under General Joe Votel at CENTCOM is nothing short of extraordinary. Eddie's journey is filled with personal anecdotes…

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A Small Business Owner's Journey: Jeffrey G. Meyers on Balancing Culture, Mental Health, and Succession Planning 21:33

3M ago21:33

21:33

In this episode, Todd sits down with Jeffrey G. Meyers, CEO and owner of DS Architecture, to discuss his entrepreneurial journey. Jeffrey shares his experiences transitioning from a large corporate firm to a small business, the importance of company culture and work-life balance, and his personal struggles with mental health. He also provides insig…

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Entrepreneurial Journey: How Kelly Settle Transformed from Social Worker to Successful Commercial Photographer 21:46

3M ago21:46

21:46

In this episode, we sit down with Kelly Settle, the owner of Kelly Ann Photography, to discuss her entrepreneurial journey. Kelly shares how she transitioned from a career in social work to becoming a successful commercial photographer, highlighting the lessons she's learned along the way. From adapting to industry changes like the shift from film …

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Uniting Forces: Financial Wisdom Meets Passion in Military and Social Work 1:05:03

3M ago1:05:03

1:05:03

Send us a text Are you ready to combine passion with financial wisdom? Join us for an exciting episode as we announce the consolidation of "FIRE Social Worker Show" and "Money in the Military" into a single time block on Thursdays from 7 to 9 PM on the MBR platform, with an upcoming debut on Roku TV. Our special guest, Army recruiter Reid Quatez, s…

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
Financial Freedom for Veterans: From Military Service to Million-Dollar Success 59:25

4M ago59:25

59:25

Send us a text Ready to unlock the secrets to financial success as a veteran? Join us as we sit down with David Pere, who takes us through his amazing journey from financial missteps to achieving a million-dollar net worth. Discover how his transformative experience with "Rich Dad, Poor Dad" reshaped his approach to finances and led him to build a …

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AI Social Worker Transformations: Embracing Technology in Social Work 1:22:19

4M ago1:22:19

1:22:19

Send us a text Ever wondered how artificial intelligence can revolutionize the field of social work? This episode promises an enlightening discussion with Dr. Marina Badillo-Diaz, affectionately known as the AI Social Worker. Dive into her rich tapestry of experiences, from being a professor and researcher to a consultant and entrepreneur. Dr. Badi…

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Private Equity Insights: Growing Small Businesses with Brendan Anderson 25:36

4M ago25:36

25:36

In this episode, we sit down with Brendan Anderson, founder of ScaleCo Capital, a private equity firm focused on micro-cap companies. Brendan shares his journey from commercial banker to business owner and investor, offering valuable insights on entrepreneurship, work-life balance, and strategies for business growth. He discusses Scale Capital's ap…

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From Tech to Teaching: Carrie Saunders' 20-Year Journey in E-Commerce 20:20

4M ago20:20

20:20

Join us as we sit down with Carrie Saunders, partner at BCS Engineering and host of the 'E-commerce Made Easy' podcast. With over 20 years of experience helping online businesses thrive, Carrie shares her journey from grad school entrepreneur to industry veteran. Learn about maintaining work-life balance, adapting to industry changes, and the impor…

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…

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From High School Dropout to Real Estate Mogul: Engelo Rumora’s Entrepreneurial Journey 24:01

4M ago24:01

24:01

In this episode, we sit down with Engelo Rumora, co-founder and CEO of Oz Realty. Engelo shares his inspiring journey from high school dropout to successful real estate investor and entrepreneur. He discusses his move from Australia to the US, his experiences flipping over 1000 properties, and the valuable lessons he's learned about perseverance, h…

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From Academia to Entrepreneurship: Building an Accounting Firm with Paul Pahoresky 16:34

4M ago16:34

16:34

In this episode, Todd interviews Paul Pahoresky, Managing Member of PRP & Associates. Paul shares his journey from academia to entrepreneurship, discussing the challenges of starting and running an accounting firm. He offers insights on building a strong team, maintaining work-life balance, and staying innovative in a traditional industry. Paul als…

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FIRE Social Worker Episode 3 FIRE Boot Camp Part 2 58:42

4M ago58:42

58:42

Send us a text Follow-up with Reid Quatez on the FIRE Boot Camp Key Highlights: 1. Guest Check-in: - Reid Quatez joins to discuss his financial progress over the past few weeks. - Reid shares challenges with rising utility costs and confusion over past student loan payments. 2. Financial Overview: - Reid outlines his assets, including savings and c…

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From Two Trucks to Multi-Facility Operations: Adam Oakerson's Journey in Logistics 19:47

4M ago19:47

19:47

This episode features an interview with Adam Oakerson, president of Extreme Express, a logistics company that has grown from two trucks to over 75 employees across multiple facilities. Adam shares his background in public health and what inspired him to take over a small transportation company in 2018. He discusses the challenges of growing the bus…

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A Conversation with John Rampe, President and CEO of Torque Transmission 16:13

4M ago16:13

16:13

In this episode, Todd interviews John Rampe, President and CEO of Torque Transmission, about his career journey in a small manufacturing business. John discusses how he worked his way up from sales and took on various roles, and shares insights into the opportunities and challenges of running a small business. He also offers advice on evaluating ne…

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Lessons from a Serial Entrepreneur: An Interview with Terrence McCarron of OpinionRoute 18:21

4M ago18:21

18:21

In this episode, host Todd Expert interviews Terrence McCarron, CEO and founder of OpinionRoute, a survey operations company and technology platform. Terrence shares the story of how he started his business after identifying problems in the market research industry. He discusses the challenges of scaling a business and building a leadership team. T…

1
FIRE Social Worker Episode 2 The Horizon and Beyond 38:19

4M ago38:19

38:19

Send us a text Today we discuss things on the horizon for the FIRE Social Worker Show. I provide updates for the FIRE Bootcamp segment with Reid Quatez, an Army recruiter who has agreed to be a part of a financial makeover that will continue for the foreseeable future. We also talk about upcoming interviews with Alnita Smiley, a Certified Financial…

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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…

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FIRE Social Worker Ep 1 The FIRE Boot Camp begins 1:59:20

5M ago1:59:20

1:59:20

Send us a text Welcome to the FIRE Social Worker Show, where personal finance meets social impact. I'm Joey Laswell, a Certified Financial Social Worker with a unique journey from the Air Force to financial expertise. I paid off $20K in debt while serving as an E3, inspired by my family's military background and financial struggles. Introducing our…

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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…

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An Entrepreneurial Journey: A Conversation with Peter Kubasek of ArkMalibu 25:46

5M ago25:46

25:46

This episode features an interview with Peter Kubasek, founder and managing partner of ArkMalibu, an investment bank focused on representing one-time sellers. Peter discusses his family history in entrepreneurship, the spark that led him to start his own business, and some of the challenges of growing a successful company over 33 years. He also sha…

1
A Story of Leadership Under Pressure: Greg Brown on Taking Over Malta Dynamics 20:02

5M ago20:02

20:02

This episode features an interview with Greg Brown, president of Malta Dynamics. Greg shares his story of unexpectedly taking over leadership of the company after the previous president passed away. He discusses the challenges of stepping into the role with little preparation but a strong belief in the company's vision. Greg also provides insights …

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 …

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Leading Through Change: Tim Pallay’s Journey 18:45

6M ago18:45

18:45

This episode features Tim Pallay, President of Duracote Corporation, a small coating and laminating company. Tim shares his career journey from intern to president, the challenges of leading through the pandemic, and his plans for future growth. Listeners will learn how Duracote has innovated its product offering, focused on aviation markets, and p…

Podcasts Worth a Listen

Certified Financial Social Worker Podcasts

Podcasts Worth a Listen

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