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Money Mile

Justin Waller

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Designed for active people looking to be active throughout their lifetime. We break down complex financial topics into mile-sized bits of education to help you make decisions confidently.
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The podcast is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside. No one likes talking about death and inheritances before they absolutely have to, but as I have learned from personal experience, having these conversations earlier, rather than later, will save a lot of ti ...
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show series
 
As a sub-9 Ironman, Parker Kerth is hard to beat. This NVDM senior triathlon coach is a podcaster and all-around athlete. In this episode of Money Mile, you’ll hear how he got started coaching and how he uses data to up his game. Make sure to stick around until the end to hear today’s Question on Course: How do you factor in finances with a blended…
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Join David as he has a conversation with grief educator Brian D. Smith who shares his personal journey of finding hope and growth amid grief. Learn about the levels of grief, practical steps for coping, and the transformative power of supporting others while navigating loss and healing. Tune in for an inspiring discussion on navigating grief in tod…
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Are you tired of trying all kinds of different tech solutions to manage your cash flow? Or maybe you’re still burying your head in the sand and simply crossing your fingers that your expenses will be less than your income this month. The biggest challenge people have with their cashflow is their lack of spending awareness. This is because, for most…
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In this episode David talks about "Die With Zero" by Bill Perkins. The book explores an unconventional approach to wealth management and legacy planning that challenges the traditional beliefs about saving for retirement. So sit back, reflect on your relationship with money, and consider how to make each moment count. After listening, we encourage …
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David has a conversation with family farm transition expert Elaine Froese about the intricacies of farm family dynamics and the crucial aspects of succession planning within agricultural businesses. Elaine shares her expertise on facilitating tough conversations between family members, specifically founders and the next generation, the episode emph…
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Many of you have heard of the famous 60-40 portfolio, but is it a realistic portfolio distribution? I recently had a listener ask this question. In this episode of Money Mile, we’ll explore what it means to save for retirement and how the accumulation and decumulation phases differ. Then we’ll dive into the nitty-gritty of portfolio distributions. …
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Are you ready to secure your family's future and protect your legacy? In this episode, David tackles some frequently asked listeners questions about wills, estate planning, and the impact on your loved ones. From heartbreaking stories to empowering examples, David talks about the importance of making a will, the consequences of not having one, and …
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David's guest is Dr. Riley Moynes who shares invaluable insights into the psychological challenges of retirement and the "4 phases of retirement" that can help retirees navigate this significant life transition. The discussion also touches on the importance of legacy and estate planning related to the phases of retirement, highlighting the signific…
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In today's episode of Money Mile, you’ll learn about my process for updating my clients' and my own retirement income projections to get a sense of the process I follow when helping clients. Are you ready for your mile-sized bit of financial education? Click play to get started. You will want to hear this episode if you are interested in... The pri…
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David talks with Kelly Kirk, a remarkable individual with an extraordinary love, loss, and resilience story. Kelly shares his journey from struggling with homelessness after business failure to finding hope through his deep connection with his late wife, Sophia. Their love story, filled with unwavering support and perseverance, is truly inspiring. …
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Do you ever think about the future of triathlon? It lies with the next generation. Christina Dorrer is an inspirational triathlete who is breaking the barriers of multisport so that kids from all walks of life can participate. In this episode of Money Mile, you’ll hear a bit about Christina’s accomplishments, but also about those of the kids she ha…
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David talks with Deborah Covell Fletcher, the author of Finding Your Hey, a crash course into braving grief and embracing Joy. Deborah believes in finding joy in the little things and living life. The book encourages others to change their outlook on life and embrace happiness. Deborah hopes to inspire readers to approach their lives more positivel…
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David has a conversation with Tsitsi Mutendi, a family business expert and author of Raising The Baobab. Tsitsi shares her family's incredible entrepreneurship and generational wealth-building journey in Zimbabwe. Learn about her family's challenges and the crucial lessons learned about passing down businesses across generations. If you're curious …
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As triathletes, we are naturally competitive–we like to win! However, winning in a race is much different than winning with money. Finances can cause abundant stress in life, but there are ways that you can design your life so that you win with money. In this episode, you’ll learn five ways to win with money, so grab your earbuds and training shoes…
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In this episode, David has a conversation with Greg Barnsdale author of Do Not Ignore Your Mortality, who shares his experiences working in the death industry and his personal health scare. The conversation highlights the importance of proactive end-of-life planning, dispels misconceptions about wills and power of attorney, and stresses the need fo…
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Kathy Grady has been involved with triathlons for more than 20 years. She won her age group at the Des Moines 70.3 and even finished 3rd in her age group at the Oregon 70.3–with an injury! This extraordinary athlete and high-performing coach is here to discuss her journey in triathlon, her experience with coaching, and how she is actively overcomin…
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Join David and guest Wayne Zell author of Your Multimillion Dollar Exit. Tune in as they explore the critical nuances of estate and succession planning for businesses. Drawing from Wayne Zell's wealth of experience in business succession planning, this episode provides real-life examples that underscore the importance of proactive planning to ensur…
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Estate planning is fun! Said No One. Ever ! David has a conversation with Rich Lippman author of Bucket List. Tune in as Rich introduces the concept of "Missions of Meaning" in estate planning, where a portion of inheritance is dedicated to funding missions that create positive impact and lasting memories. From writing "forever letters" to the impo…
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Jamie So has participated in 19 Ironmans and over 70 half-Ironmans. She has even raced the Eagleman 70.3 for 18 consecutive years. Are curious to hear how Jamie has accomplished competing in all of these races? Click play to find out. You will want to hear this episode if you are interested in... How she got started in Ironman [2:22] How Jaime defi…
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David is joined by the inspiring Katharine Giovanni, best-selling author of "The Ultimate Path to Unlocking Your Power." Together, they explore the transformative power of forgiveness, as Katharine introduces her concept of the Forgiveness Matrix. Through personal stories and insights, they delve into the complexities of forgiveness, navigating fam…
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In this episode David continues his conversation with Certified Executor Advisor and estate planning expert Bruce Young. They delve deeper into the importance of ongoing conversations about estate planning within families. Bruce emphasizes the need for regular reviews of estate plans, especially when life circumstances change, and advocates for adv…
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Science educator and health and wellness coach, Dr. Denise Allen joins me today to discuss her incredible healing journey back to becoming a top-tier triathlete. Not only has she had the opportunity to race at the 2023 World Triathlon Championships, but she also received the 2022 USAT Multisport Most Inspirational Comeback Award. Denise’s story wil…
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Struggling with how to approach the challenging topic of estate planning with your family? In this episode of David has a conversation with Certified Executor Advisor and estate planning expert Bruce Young. Bruce shares invaluable insights on the importance of candid conversations and family harmony in creating purpose-driven estate plans. Join the…
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How can you perform at a top level in your triathlon? Learn from those who are doing their best! In this episode of Money Mile, we explore the intersection of triathlon and finance with Rebecca McKee. Rebecca has learned how to overcome obstacles to do her very best. She shares her journey by discussing her experiences and challenges in this open c…
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Listen in as David has a conversation with business and finance expert Carol Roth sharing her experience of creating the Future File System after facing the unexpected loss of loved ones, including her father. Carol emphasizes the profound impact of her father's proactive planning and how it inspired her to develop a product to help others navigate…
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In part 2 David continues his conversation with the inspiring Juliette Watt. They delve into the importance of recognizing and helping people with compassion fatigue, Juliette shares profound insights drawn from her personal experiences and expertise. She highlights the signs of compassion fatigue, effective coping strategies, and the necessity of …
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David's guest Juliette Watt, opens up about the challenges of caregiver fatigue and the impact of family dynamics on the caregiving process. Juliette shares her personal experiences with caring for a mentally ill and narcissistic mother, shedding light on the complexities of feeling duty-bound in such relationships. From her confrontation with Fran…
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Total Body Fitness creates a positive impact on over 6000 athletes each year! However, Total Body Fitness doesn’t just put on races they also introduce and train new athletes in the sport of triathlon. On this episode, Mark Shaw and Bill Driskill join me to discuss how they have been spreading the sport of triathlon to the world for over 30 years. …
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David's guest, Madame Maven developed a curiosity about death from an early age, influenced by her experiences of watching people's responses to death and working in a nursing home at 18. She began collecting clippings related to death and dying, including obituaries and alternative burial options. She also continued to explore the topic through he…
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In this episode, David answers some thought-provoking questions from the audience about settling estates and avoiding family conflicts. The questions cover a range of complex family dynamics, from dealing with estranged family members to setting boundaries with contentious beneficiaries. For David's book, other resources and more visit www.davidede…
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If you have listened to Money Mile lately, you have probably heard our financial training plan episodes. It’s finally time to wrap them up now that we have taken a dive through the main financial planning topics at the sprint, Olympic, and long course levels. In addition, we’ll discuss what’s coming next for the show, so listen in to hear what you …
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Join David for a conversation with Dan Fogel as he shares his captivating story of love, loss, and the profound insights gained through grief. After the passing of his wife of 45 years, Dan found solace in processing his grief through writing, ultimately leading to the discovery of Sue's hidden thoughts and desires through her journals. For David's…
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Here at Money Mile, we love to shine the light on good people doing great things in the sport and our guest today is so positive that her own light shines through on this episode. Pam Coley is a successful small business owner, mother, grandmother, and an average person who enjoys triathlon. On this episode, you’ll hear how she got into the sport, …
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David has a conversation with Della Kirkman. Della shares her journey from being a single mom working at Cracker Barrel to becoming a successful entrepreneur, international speaker, and publisher of the Shifting Gears newsletter. She sheds light on the importance of being prepared for unexpected life events and the impact they can have on business …
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Are you avoiding tough conversations about death and dying? David has a conversation with death doula Jill C McClennen. Join them as Jill provides valuable insights on facing our mortality, living authentically, and finding clarity in life. Discover how embracing these discussions can lead to a more intentional and fulfilling life. For David's book…
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In today's episode, we will finish the tax planning portion of your financial training plan at the long-course level. We can compare this to the technique and efficiency work in your triathlon training plan. To help you keep more of your resources throughout your lifetime, we want to ensure your tax strategy is well-designed. My goal today is to gi…
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David is joined by Amanda Giustiniani, a seasoned auctioneer and expert in estate liquidation. Learn about her family's rich auctioneering legacy, her innovative resources like 'My Final Gift', and her advice on resolving family disputes, handling hidden assets, and much more. For David's book, other resources and more visit www.davidedey.com…
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In part 2 David continues his conversation with Joe Saul-Sehy they get into a lively and educational discussion about estate planning. The episode delves into the misconceptions surrounding estate planning, using humorous and relatable analogies to simplify the complex topic. Joe shares engaging anecdotes and practical insights from the book "Stack…
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If you want to learn how to improve the amount you pay in taxes you won’t want to miss this episode. Steven is the CEO and Lead CPA at Retirement Tax Services, an active former triathlete turned OCR racer, host of the first annual Retirement Tax Services Tax Summit, host of The Least Boring Tax Podcast, and author of Don’t Get Killed by Taxes, so h…
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David begins Season 4 with a conversation with Joe Saul-Sehy, best known as the host of the popular "Stacking Benjamins" podcast and author of the financial management book "Stacked." Join them as they explore the power of addressing financial challenges and uncover the true value of long-term financial goals. For David's book, other resources and …
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Your investment portion of your financial training plan is similar to the strength training you do in your physical training plan. My goal is to ensure that your investments are strong enough to support you so that you can live your best life. In this episode of Money Mile, I’ll share two concepts that you can implement in your investment portfolio…
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On this final episode of Season 3 David and guest Lynette M. Smith delve into the power of writing gratitude letters as part of an estate and legacy plan. They explore the delicate balance of addressing family issues, imparting wisdom, and fostering hope for a positive future. Lynette shares personal experiences and valuable insights about the last…
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In this best of episode, David dives into the emotional and financial complexities of family disputes and inheritance. Featuring estate planning expert Jeffrey Condon and legal expert Charles Ticker. David has conversations about the impact of unequal inheritance distribution on sibling relationships and the toll of costly legal battles. For David'…
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On this episode of Money Mile, I had the opportunity to chat with Allison Trucillo–a mom, a physician, and a triathlete. In this episode, we discuss how Allison got started in the sport, what she considers her best investment in triathlon, her accomplishments, and so much more. Listen in to hear how this dedicated triathlete made it to the World Ch…
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This special episode recaps some of the best conversations David had from season 3. Mary (Kathy) McDaniel shares her incredible journey from a drug-induced coma to experiencing both hell and heaven during a near-death experience. Mariko Frederick, author of "Soul Priority," provides a fascinating account of her near-death experience and how it tran…
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David continues the conversation with guest Marika Humphreys, a caregiver coach. Join them as they delve into the challenges caregivers face when it comes to asking for help and finding a balance between caring for their loved ones and taking care of themselves. Marika shares her personal journey of overcoming guilt, and burnout, plus offering prac…
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On this episode of Money Mile, we are wrapping up your financial training plan by looking at retirement income at the long-course level. I equate a retirement income strategy with the nutrition and hydration component of triathlon training. Many of us have experienced a nutrition-related “bonk” in a race or a long training session. My goal with thi…
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Are you a caregiver or know someone who is? In this episode of The Executor Help Podcast, I have a special guest, Marika Humphreys, who shares her powerful journey as a caregiver for her husband during his battle with cancer. From the importance of building a support network to finding balance and resilience, Marika's story will inspire and empower…
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On this episode, David tackles the common issue of estate procrastination. Through a compelling story and practical advice, he addresses the fears and challenges that lead to procrastination and offers actionable steps to overcome them. Listeners will gain valuable insights into estate planning, the peace of mind it brings, and the importance of in…
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