We’re working tirelessly to help people get better at money, so they can live how they want.
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Going through a divorce? You can be broken up, but don't have to end up broke(n)! This podcast is for those considering divorce or in the midst of it, and will empower you to take control of your life and your finances throughout the entire process.
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Don’t Retire… Graduate! is the podcast that invites you to rethink what retirement really means. Hosted by Certified Financial Planner Practitioner Eric Brotman, we’re here to guide you in transforming the traditional concept of retirement into an exciting and enriching graduation—a time to embark on new adventures, embrace lifelong passions, and define what success and happiness look like in this new chapter of life. Retirement isn’t just about stepping away from a career; it’s about steppi ...
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Money Matters has been airing for over a decade, providing important money management education to the Houston community. Originally launching in 2013, the show has evolved to cover a wide range of financial topics beyond just budgeting and saving. From investing and retirement planning the show explores every aspect of personal finance. With an engaging interview format, host Christopher Hensley talks candidly with both financial experts and everyday community members about their experience ...
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One day I woke up and I was 50 years old. I don't know how it happened but it was pretty depressing. Especially since I had virtually no money saved for retirement and no clue what I wanted to be when I grew up. Now, I'm on a mission to create financial independence, financial FREEdom and - since I'm too old to retire early - a long, happy, healthy life! With the help of fascinating guests who are expert investors, holistic health practitioners, coaches and speakers, we tackle the tough ques ...
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"A Magical Life" by Magic Barclay is dedicated to helping you heal. This podcast is a wealth of wisdom from over a hundred health, spiritual, and wellness experts and medical practitioners. Magic always asks the same 3 questions of her guests and she always gets different answers:1. How can your expertise accelerate health, be it physical, emotional, or spiritual?2. What are your top 3 tips to creating wealth, be it personal, financial, or emotional?3. If you have battled your weight, what w ...
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We focused on figuring out how to retire and actually enjoying your retirement, the three keys for having a happy retirement, why bucket lists are overrated, how to find purpose beyond full-time employment, and how to get started, with Eric Brotman, CEO of BFG Financial Advisors, author and speaker. Listen to hear a difference-making tip on the imp…
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Financial Planning, Prenups, and Post-Divorce Recovery Strategies with Eric Brotman
33:37
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Jamie M. Lima welcomes Eric Brotman to discuss the multifaceted impacts of divorce. They delve into the emotional and financial repercussions, emphasizing the importance of financial planning and prenuptial agreements. The conversation covers prenups, title governance, and the role of financial literacy. They explore asset division, taxes, insuranc…
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High Net Worth Divorce: Litigation vs. Mediation, Cybersecurity, and Asset Division with Jonathan Steele
31:07
31:07
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Jamie M. Lima and Jonathan Steele dive into the complexities of high net worth divorce cases. Jonathan shares his expertise in family law, highlighting the challenges and considerations unique to these divorces. They discuss the decision-making process between litigation and mediation, and the intricacies of financial decisions and asset division, …
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Progress is Healthier than Perfection with Sheila Carroll
20:59
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Join the conversation! Send Magic a text here! Dive into an inspiring chat with pediatrician and weight coach Sheila Carroll. Learn why progress trumps perfection, how to cultivate wealth beyond finances, and the power of mindset in health and weight management—all in a refreshingly practical approach. • "Progress not perfection" in health • Real w…
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AI and the Stock Market with Andrew Einhorn
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24:47
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We focused on AI and the stock market, how AI can and is improving investing, investing in stocks versus indexes, understanding what moves stock prices and how to capitalize on opportunities, with Andrew Einhorn, Founder and CEO of LevelFields, an org using AI to improve investing. Listen to hear a difference-making tip on how to invest in covered …
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Legal Tax Hacks with Tatiana Tsoir, CPA, MBA
52:16
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Are you a small business owner or real estate investor whowants to save money on taxes?Do you resent having the IRS on your payroll? Do you want to pay less tax but fear getting audited? On this week’s episode of Get Your FILL – FinancialIndependence & Long Life, CPA and Tax Advisor, Tatiana Tsoir, explains how the tax law favors small business own…
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Money Matters 323- Avoiding Financial Pitfalls for New Widows W/ Alexandra Armstrong and Mary Donahue
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Description: In this insightful episode of Money Matters, host Chris Hensley sits down with financial experts and co-authors Alexandra Armstrong and Mary Donahue to discuss their book On Your Own: A Widow's Guide to Emotional and Financial Well-Being. Together, they share critical advice on how widows can navigate their financial futures while copi…
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Empowering Women's Financial Literacy and Long-Term Planning During Divorce with Dr. Barbara Provost and Maggie Nielsen
35:22
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Jamie M. Lima is joined by Dr. Barbara Provost and Maggie Nielsen to discuss financial empowerment for women facing divorce. They explore Purse Strings LLC's mission and the unique financial challenges women encounter. The conversation highlights the importance of selecting the right financial professional and understanding the roles of CDFA and CD…
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We focused on figuring out how to retire and actually enjoying your retirement, the three keys for having a happy retirement, why bucket lists are overrated, how to find purpose beyond full-time employment, and how to get started, with Jeffrey Panik, CFP , MSFS, CRPS, Principal with Balance Wealth Partners, and author. Listen to hear a difference-m…
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Develop a Wealthy Attitude with Travis Freeman
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What separates a wealthy person from the rest of us? Can you change your mindset to attract wealth?What steps can you take to find wealth early in life? In this week’s episode of Get Your FILL – Financial Independence & Long Life, Certified Financial Planner, Travis Freeman, shares his rags-to-riches story along with important lessons that he’s lea…
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Homeownership, Real Estate, and Financial Strategies During Divorce with Ed Parcaut
35:18
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Jamie M. Lima is joined by Ed Parcaut to delve into the intricacies of homeownership and real estate during a divorce. They explore the current real estate market outlook, addressing housing shortages and fluctuating interest rates. Ed shares financial strategies for navigating divorce, with a focus on credit and property division. The discussion i…
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Perfect is Boring, Movement is Everything with Fitz Koehler
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Join the conversation! Send Magic a text here! Today's guest is Fitz Koehler, a fitness professional, author of the Cancer Comeback series, and race announcer. Fitz discusses her role in major U.S. marathons, making fitness fun, and integrating physical, emotional, and spiritual health. She shares advice on wealth management, emphasizing debt avoid…
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Make Midlife Your Best Life with Kathy Batista
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Women – are you looking forward to your mid-life?Does the idea of aging fill you with excitement?It should! In this week’s episode of Get Your FILL – Financial Independence & Long Life, mood, mindfulness and mindset coach, Kathy Batista, shares strategies for making your mid-life your best life. Watch the video: https://youtu.be/rJiBf2mx4wA About K…
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Recovery from Addiction, Mental Health Through Coaching and Intervention with Tricia Parido
22:25
22:25
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Join the conversation! Send Magic a text here! Today I'll visit with Trisha Parado, a recovery lifestyle enthusiast and professional life interventionist, on her approach to helping individuals overcome life challenges through emotional intelligence and practical strategies. Trisha explains her role in assisting clients to manage their mental and e…
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Self Care, Setting Boundaries and Creating Balance with Kathryn Glendon
24:38
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Join the conversation! Send Magic a text here! Today I'm visiting with Kate Glendon, a Certified Professional Life Coach (CPC) who specializes in helping women overcome confidence issues. She specializes in turning around negative thoughts and actions from having it all... the best personal and professional life they desire. Her mission is to empow…
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The Sustainable Family Office with Scott Saslow
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We focused on building a sustainable office, the role impact investing can play in that process, why a focus on the social and emotional aspects of business can lead to greater success, and why so few family offices make it from one generation to the next, with Scott Saslow, Entrepreneur, Investor, and author. Listen to hear a difference-making tip…
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Hemp, CBD and the Truth Behind Toxicity with Inesa Ponomariovaite
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Join the conversation! Send Magic a text here! Today's guest is Inesa Ponomariovaite, the founder and CEO of Nesa's Hemp, about the transformative potential of CBDa oil. Inesa shares her personal journey that began with her mother's cancer diagnosis and led her to discover and develop a unique, full-spectrum CBDa oil that preserves all the healing …
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Discover Your Innate Strengths with Hugh Massie
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Do you believe that people have innate talents?Can you match employees with jobs to best effect?Does your attitude about money predict your success? In this week’s episode of Get Your FILL, Financial Independence & Long Life, Hugh Massie, Executive Chairman and Founder of DNA Behavior, shares how understanding our hard-wired patterns of thought inf…
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Money Matters Episode 322- Life Planning, Mindfulness, and the Future of Fiduciary Advice W/ George Kinder
26:46
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Unlocking Financial Freedom with George Kinder: Life Planning, Mindfulness, and the Future of Fiduciary Advice In this episode, we sit down with financial expert and visionary George Kinder, known for his revolutionary approach to financial advising through "Life Planning." George shares how aligning your finances with your deepest life goals can u…
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Navigating Divorce Stigma, Co-Parenting, and Financial Decisions with Julia Hoffman
41:29
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Jamie M. Lima introduces Julia Hoffman, who shares her personal experiences with divorce. They discuss the cultural stigma and personal challenges faced during divorce, focusing on co-parenting dynamics and societal expectations. The importance of collaborative divorce and post-decision work is highlighted, along with building a support system. The…
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A Better Alternative to Retirement with Eric Brotman
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Join the conversation! Send Magic a text here! Today I'm visiting with Eric Brotman, the CEO of BFG Financial Advisors and the host of the 'Don't Retire, Graduate' podcast. With over 25 years of experience in the financial sector, Brotman discusses the detrimental effects of traditional retirement on one's health and wellbeing, advocating instead f…
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We focused on how to stick to the plan, the reason why most people fail to reach their desired level of financial success, how the markets feel about elections, tactical versus by and hold investing, and how to overcome recency bias, with Adam Koós, CFP, CMT, CEPA, Founder and President of Veritas Wealth Management. Listen to hear a difference-maki…
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Don’t Retire, Graduate, with Eric D. Brotman, CFP®, AEP®, CPWA®
41:29
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Do you have a plan for your second chapter?What does retirement look like for you?Can you imagine life beyond your current 9-5 job? In today’s episode of Get Your FILL, Financial Independence & Long Life Podcast, Eric Brotman shares how retirement has changed for many people and how financial and retirement planning must evolve and adapt to these c…
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How To Calm the Nervous System to Alleviate Stress, Pain, Anxiety and Surgery with Dr. Amy Novotny
31:23
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Join the conversation! Send Magic a text here! Today I visit with Dr. Amy Novotny, founder of the PABR Institute, which aims to provide natural relief for pain, stress, and anxiety. Dr. Novotny shares insights from her extensive background in orthopedics, sports, geriatrics, and chronic pain, explaining her unique method that combines pain awarenes…
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Money Matters Episode 321- Outsmarting The Money Magicians W/ Chris Manske
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In Episode 321 of Money Matters, host Christopher Hensley is joined by Christopher Manske, founder of Manske Wealth Management. Christopher, a former U.S. Army captain and Merrill Lynch financial trainer, brings his extensive knowledge to the conversation, sharing key strategies for building wealth through disciplined saving. He emphasizes the impo…
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Conflict Resolution and Emotional Recovery During Divorce with Kat Newport
23:21
23:21
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Jamie M. Lima introduces Kat Newport, highlighting her journey into conflict resolution. They discuss understanding priorities and setting agendas with empathy, as well as strategies for minimizing conflicts and building a supportive network. Kat shares insights on dealing with emotional burnout, rebuilding relationships post-divorce, and preventin…
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Hemp for Healthy Bodies and a Healthy Planet with Dr. Emeka Aludogbu
22:05
22:05
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Join the conversation! Send Magic a text here! Today's guest is Dr. Emeka Aludogbu, a sports medicine doctor and entrepreneur with over a decade of experience working with elite athletes in the NFL, NBA, Olympics, and MLB. Dr. Emeka discusses his holistic approach to health, emphasizing the importance of addressing the root cause of physical, emoti…
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How To Fully Inhabit Yourself with Yogi Aaron
24:09
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Join the conversation! Send Magic a text here! Today's guest Yogi Aaron discusses his unorthodox approach to yoga which focuses on avoiding traditional stretching and prioritizing muscle activation to live pain-free. Aaron, a well-regarded yoga teacher and the creator of Applied Yoga Anatomy and Muscle Activation, shares insights on how chronic pai…
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We focused on the value of time, how to understand how much your time is worth, when to take calculated risks and when to avoid them, the danger of a steady paycheck, and how to deal with complexity, with Travis Freeman, CFP, Partner with Moneta, and author of The Fortune of Youth. Listen to hear a difference-making tip on the necessity of making p…
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Think Like the Rich with Timothy Clifford
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Can you think your way to wealth?Do rich people think differently?Can you learn the secret? On today’s episode of Get Your FILL, Financial Independence & Long Life, Timothy Clifford reveals what he’s learned from decades of working with individuals of high net worth. Listen in to learn those secrets for yourself. Connect with Tim: www.planassist.co…
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Money Matters Episode 320- Gen X Guide to Early Retirement W/ Dalene Higgins
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In this episode of the Money Matters Podcast, we sit down with Dalene Higgins, founder of Elevate Finances and host of the Wealthy After 40 podcast, to explore her journey to financial independence and early retirement at age 50. Dalene shares actionable insights on budgeting, debt management, and overcoming financial hurdles, especially for Gen Xe…
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Navigating Chaotic Marriages and Financial Implications with Larry Bilotta
34:51
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Jamie M. Lima is joined by Larry Bilotta to explore the complexities of relationships involving "chaos kids." They discuss the unique marital challenges and financial implications these individuals face. The conversation covers legal considerations, including mediation, and delves into issues like infidelity, narcissism, and midlife crises. Larry e…
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HAPPY (Healthy And Plant-Powered, Yay!) with Rachael Brown
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Join the conversation! Send Magic a text here! Today's guest Rachel Brown discusses her journey toward a whole food, plant-based, no-oil lifestyle after being diagnosed with high cholesterol in her late twenties. Rachel, certified in Plant Based Nutrition and Food and Sustainability from the T. Colin Campbell Centre, emphasizes the importance of ho…
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We focused on impact investing, making investing more accessible to women and first-time investors, the power you can have when paying attention to your spending and investing, and how to get started, with Tanaha Hairston, Founder of RISE the Movement. Listen to hear a difference-making tip on the power and impact of voting with your dollars! You c…
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Prepare for the Inevitable with Adam Zuckerman
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What happens to your family when you die?What happens to your business?What will the ceremony be like? What music will you play at the celebration of life? Adam Zuckerman has created a platform to help you make these decisions and more well before you’ll need to use them. About Adam: Adam Zuckerman is the Founder of Buried in Work, a leading eComme…
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AI and Personal Finance with Gabe Rissman
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We focused on AI and personal finance, the current uses of AI by financial advisors, where this exciting technology is headed, whether or not financial advisors will be replaced in the future, and what’s next, with Gabe Rissman, CoFounder and President of YourStake. Listen to hear a difference-making tip on why you shouldn’t take anyone’s advice! Y…
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Transforming Divorce into Growth: Mindset and Vision with Joey Drolshagen
25:17
25:17
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Jamie M. Lima introduces Joey A. Drolshagen, focusing on the critical role of mindset during divorce. They explore overcoming conditioning and emotional barriers, with a particular emphasis on the unique challenges and growth opportunities men face. Joey shares insights on creating a vision and managing finances post-divorce. They discuss the impor…
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We focused on understanding your money game, how and why staying focused is essential, the role greed and fear play, how our finances are like chess and checkers, and four important questions to ask yourself, with James Alexander, CFP and Partner with Edge Financial Advisors. Listen to hear a difference-making tip on why thinking about your financi…
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Criminologist to Real Estate Mogul with Amy Terry
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How does someone go from being a criminology major torockin’ the real estate world? How can you leverage one well-purchased condo into a real estate empire? Can a schedule make your life easier? In today’s episode of Get Your FILL – Financial Independence & Long Life, Amy Terry shares the incredible trajectory of her professional life and some tips…
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Mold Prevention and Treatment with Tim Swackhammer
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Join the conversation! Send Magic a text here! Today I welcome Tim Swackhammer, founder and CEO of Mold Medics and Mold Medics Franchising. Tim talks about how Mold Medics offers services like mold remediation, air duct cleaning, and radon mitigation to improve environmental quality. The discussion highlights the growing problem of mold in homes, p…
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We focused on business exit planning, all the variables to consider and plan for, how to ensure you take care of the financial aspects as well as personal, why 80% of business owners regret selling within one year, and how to have a happy and successful exit, with Joe LoPresti, President of Arlington Wealth Management and author. Listen to hear a d…
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Leveraging Adversity and Mindset for Growth During Divorce with Liam Naden
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Jamie M. Lima welcomes Liam Naden, who shares his journey through divorce and rebuilding his life. They discuss leveraging adversity for growth and success, emphasizing the crucial role of mindset in overcoming divorce challenges. Liam explains how embracing uncertainty can enhance resilience, and they delve into the brain's role in navigating toug…
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Faith, Family, Friends, Freedom with Danielle Bernock
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Join the conversation! Send Magic a text here! Today I visit with Danielle Bernock, founder of 4F Media and international award-winning author, speaker, podcast host, and self-love coach. Danielle discusses her journey through personal trauma and how it shaped her mission to help others achieve emotional, spiritual, and physical health. She outline…
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We focused on finding time freedom, how most anyone can find it over a 10 year period with the right plan, how technology has and continues to impact trading, why not everyone beats the market but some people do, and how to get started, with Mark Anderson, Hedge Fund Managing Partner with MBH Capital. Listen to hear a difference-making tip on why i…
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Smarten Up your Business with AI, with Helen Paas
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Wondering how AI can help your business? Know you need help but don’t want the stress of “making payroll”? Looking for that one thing that will take your business to the next level? In this week’s episode of Get Your FILL, Financial Independence & Long Life, Serial Entrepreneur, Helen Paas, shares growth strategies and AI hacks to give your busines…
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Tuning Into Your Happiness Through Music with Kevin Roth
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Join the conversation! Send Magic a text here! Today I welcome Kevin Roth, a renowned dulcimer player, singer, and songwriter with a rich musical career starting in 1974. Kevin shares his journey from being a successful yet unfulfilled musician to finding true happiness and purpose following a stage 3 melanoma diagnosis in 2015. This wake-up call l…
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Uplevelving Your Life and Money with Thomas Blottenberger
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We focused on upleveling your life and money, how to gain a sense of control amidst chaos, breaking free of patterns and programming, and how to get started, with Thomas Blottenberger, CFP, ChFC, ABFP, and CoFounder of Paradigm Shift Financial. Listen to hear a difference-making tip on a simple and effective method for getting your cash flow and sp…
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Financial Stability and Empowerment Post-Divorce with Angela Duncan
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Jamie M. Lima and Angela Duncan dive into the financial essentials for those navigating life post-divorce. Angela shares her background and provides practical advice on budgeting, building an emergency reserve, and avoiding debt. They discuss common financial mistakes, essential steps to achieve financial stability, and the importance of shifting y…
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Your True Life Purpose, How To Thrive with Bill Heinrich
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Join the conversation! Send Magic a text here! With me today is Bill Heinrich, who left a seemingly 'perfect' life 30 years ago to discover true fulfillment. Bill shares his journey from material success to spiritual happiness, emphasizing the importance of energy in achieving passion, purpose, and prosperity. Bill, who has worked with high-level e…
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We focused on the marriage of faith and finance, the benefits of doing it, how to find a purpose, mission and vision for your life, how to focus on your plan, and how to get started, with Ricky Grunden, President and CEO of Grunden Financial Advisory. Listen to hear a difference-making tip on how best to think about and organize your finances! You …
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