Hosted by Steve Stewart with other Financial Coaches public
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Financial Wellness Show - Improve the Health and Wealth of Your Money

Hosted by Steve Stewart with other Financial Coaches and Experts in Persona

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The Financial Wellness Show is here to help improve the health and wealth of your money. This show is for anyone wanting to take simple, actionable steps towards making their money go farther and to accumulate more wealth for their future. The most respected Financial Coaches and subject-matter guests discuss various topics from spending, saving, retirement, and making wise purchases. Oh, and we show you how to get out of debt too. To contact a coach visit http://FinancialWellnessShow.com/Fi ...
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Are you picking the RIGHT services for your wedding, ones that will help build memories and not regret? Coach Hal and I discuss spending money on the RIGHT things for a wedding, not things that don't really matter to the success of your big day (or your child's big day). For more details, including online wedding budget tools, visit http://Financia…
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Would you be better off earning interest than letting the bank hold your money? Today we speak with Financial Wellness Coach Bill to discuss: What is Escrow? Are escrow accounts mandatory? What are the advantages of having an escrow account through your mortgage lender? Is it more financially efficient to escrow my taxes and insurance than to not? …
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What is a TSP? Thrift Savings Plan, the Federal Government’s Retirement Plan available to Federal Employees and members of the military It consists of few options but has extremely low costs: G Fund = Government SecuritiesF Fund = Fixed IncomeC Fund = Common Stock S Fund = Small Capitalization StockI Fund = InternationalL Funds = Lifecycle Funds (a…
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Coach Kim recently encountered a situation that is no longer considered uncommon: Adult children who are dependent on their parents. In this conversation he shares: The parents level of frustration with the dependency of their adult childrenAre the adult children perceptive to the realization that they are dependent upon their parentsWhose fault is…
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Listen in on a real coaching conversation with Coach Christine. She is helping Coach Steve transition to the next stage: Living without a house payment! Jump into the conversation and ask the questions you want answered http://FinancialWellnessShow.com/31 Reach out to a Financial Wellness Coach at http://FinancialWellnessShow.com/coaches…
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Residential Liquidity: Everything you need to know before renting a house or apartmentwith Coach Jeremy Moving can be stressful, especially when you are moving into an apartment. There are a number of things you need to be aware of to make your move the smoothest transition possible. Things we need to know before renting a house or apartment: Weigh…
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To win with money you need to: Be born into a family where wealth abounds Be talented, beautiful, and live in a good neighborhood to get ahead in life Earn a 4-year degree in finance or you’ll never have financial wellness These statements, of course, are not true. One of our Financial Wellness Coaches came from a background of poverty. He knows we…
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Did you know the cheapest and safest insurance policy for your financial plan is not an actual insurance policy? In our previous episode we heard from Kisha. She was a listener who reached out to us for help. In just a few short months she paid off three payday loans and had money in savings. Two things I took away from her testimony: 1) She never …
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Kisha called us for help. We found the perfect coach for her, Coach Parkey, and she says without his help she would be a wreck right now. “I was drowning in debt for a very long time”“I wasn’t good at money management but wanted to get better” Kisha is now caught up on all her bills and working her plan. “I’m so grateful. I’ve paid off three pay-da…
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Last year, a survey from the non-profit Employee Benefit Research Institute showed 60 percent of working-age survey respondents reported having less than $25,000 saved. The numbers are similar among retirees surveyed: 58 percent have less than $25,000 on hand, and 29 percent have less than $1,000 saved. The topic of saving for retirement certainly …
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We take a different look at the #1 financial concern for working Americans, Retirement. We are going to speak with one of our Financial Coaches who Is on the verge of retiring, but in a different way than most - she's doing it single. While her situation may not be the same as the one you think you’ll be in when you decide to stop working and live …
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Our common language has many incorrect slang terms. One of those is "Giving back to the community". In this episode, Coach Greg turns the tables and becomes the host while Coach Steve becomes the interviewee. Coach Greg asks what's wrong with "Giving Back"? Find out in this episode of The Financial Wellness Show. Contact one of our world-class fina…
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Each circle in the wheelhouse focuses on one of the five major areas of our lives: Spiritual Family Personal Business/Career Financial These goals are on an annual basis, but you could base them on a 10-day goal as well. Write down your goals inside each circle. This helps to: Focus on what you truly want Stay the course What gets measured gets don…
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Many people make investment decisions with their money before sufficiently preparing. Coach Mary has been involved with the investment industry for many years. She now focuses on helping individuals get control of their money while looking forward to the future. Download the 13 Steps To Take Before Investing Your Money http://FinancialWellnessShow.…
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More and more adults are going back to school. It's a rising trend among professionals and those looking to expand their career field. Our very own Coach Julia is no stranger to going back to school as an adult. She shares her experience and wisdom on the subject. Take-aways from this episode: Coach Julia remembers wanting to quit many times. The r…
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Preparing a loved one for our eventual departure from this planet is never a pleasant conversation - but it is one of great importance. What will the household budget look like if we pass away? Is life insurance necessary and, if so, is it the right kind of insurance? Are the living arrangements condusive for physical disabilities? What about Long …
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How to drive and pay cash for a $15,000 car in 4 years. How rich would we be if we stopped driving? The concept was featured in a recent article on Wisebread.com and posed the question “What is a car really costing you?” A car is a necessity to get around on your own schedule instead of waiting for a bus or call Uber to pick you up. The cost of ope…
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Public school teachers are often paid twelve months out of the year by stretching out the paychecks. For example: You would get less during the working months but will receive pay during summer break. Others will be paid only for those weeks or months they actively teach. This can wreak havoc on a household budget. How can you be prepared? Coach Ju…
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Coach Jeremy tells us about the Dataman app, budget billing, and how to avoid getting caught short when the air conditioning bill skyrockets in July. For a full list of show notes or to schedule an initial consultation (free), visit http://FinancialWellnessShow.com/17 Schedule a free initial consultation http://FinancialWellnessShow.com/coaches…
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Coach Greg has found a correlation between what we observed as a child and how that translates to our behavior as an adult. One of the first questions Coach Greg asks of his clients is “What did you observe about how your parents handled money”? Just because mom or dad handled money one way or another doesn’t make what you are doing right or wrong,…
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Coach Ahmad hasn’t had it easy, but he certainly has it good now. It started 14 years ago when Coach Ahmad went through a divorce, chose to be homeless, and lived of ravioli and pinto beans for years. He made the decision to work his way out of debt, pay cash for everything, and turned his life around. Ahmad’s victories: Paid off all the consumer d…
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Tom Corley has written two book: Rich Habits and Rich Kids. Both are full of great information and can be found at his website: http://RichHabits.net Today he joins us to talk about teaching children the rich habit of saving and spending wisely - or learning from bad purchases. Get your finances in order while teaching your children how money reall…
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Most believe a big tax refund is a good thing, but what if you could use your refund during the year instead of getting it in April? A refund is simply this: Individuals sending more money to the government than they have to and the overage is returned in the form of a tax refund. While that money is sitting in government coffers, you are not able …
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Can a Financial Coach help you dump a timeshare? Coach Hal assisted his clients out of a timeshare they no longer wanted. This is just one of the ways a Financial Coach can help. It’s not just about budgeting and saving money - it’s helping you get through life’s financial challenges. If you want unbiased assistance from a trusted 3rd party who can…
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For a summary of this show and a link to James Kinson's "14 Steps to Your First Cash Car" visit http://FinancialWellnessShow.com/10 James Kinson is a Cash Car Convert - it even says so on his website. The reason James is so passionate about helping people buy used cars is because he understands the impact new cars have on an individual’s personal f…
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A budget does not restrict your spending - your income does. Whether you make $4k a month of $100k a month - you can only "spend" what you have or you will go into debt. Note: I consider putting money into savings or retirement another form of "spending" Coach Justin joins us to discuss the 4 Keys to successful budgeting: Updated our budget Balance…
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Mindset is important to the wellness of our money. Austin Netzley joins us to share what he learned by interviewing more than 70 experts in the financial industry - and he wrote a book around it. Tweetable: Your ability to build wealth isn’t a money problem, it’s a priority problem @AustinNetzley http://FinancialWellnessShow.com/08…
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Contact a coach to help you http://FinancialWellnessShow.com/FindACoach Are there any options when you fall behind on your bills? Coach Parkey joins us today to share ideas for dealing with collectors. When do you call your creditors? What can you negotiate with? Is there a moral responsibility to to pay the debt in full? Dealing with collectors is…
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To find out more contact a coach http://FinancialWellnessShow.com/FindACoach Buying in bulk can mean a number of things: You can buy more for less money You can buy more, less often. It is also wise to be aware of the costs involved with buying in bulk. In this episode Coach Dave and I discuss when it makes cents to buy in bulk. More importantly, w…
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How do you get a reluctant spouse on board? Coach Justin shares some startling statistics about money and marriage. 60 percent of married couples partially mix their money, 30 percent keep separate checking accounts, and only 10 percent keep everything together. Is there a correlation or is this causation? Listen to Coach Jeremy discuss the benefit…
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Coach Mary and her husband had a plan - even though they weren't sure exactly where that plan was taking them. They made the decision to forgo unnecessary vacations and spending their bonuses and lived on less than they earned. After a few years they paid off their last consumer debt and found financial freedom to do whatever they wanted. Listen to…
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The most efficient dollar spent is one that has been given a name. The best way to control your cash is to, well, spend with cash. Coach Greg shares how easy the cash envelope works and he even tells us where he stashes his. To contact Coach Greg or any of our Financial Coaches visit FinancialWellnessShow.com…
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Welcome to the Financial Wellness Show. We are here to help improve the health and wealth of your money. We bring you the most respected Financial Coaches to discuss various topics from spending, saving, retirement, and making wise purchases. Oh, and we show you how to get out of debt too. To contact a coach visit http://FinancialWellnessShow.com/c…
  continue reading
 
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