show episodes
 
Before building a house or starting a company, we’d put a plan in place–a blueprint or an outline. But what about when we’re creating lives of excellence? It’s far too easy to “let life happen to us.” Join April and Eric Perry as we discuss Life Architecture, Productivity, Health, Family, and Spirituality. If you have an enthusiasm for learning and you’re ready to become something more than you are right now, this show is for you.
 
Life Meets Money exists to help you Plan to Fund the Life you Love and to sort out the signal from the noise. We are inundated with information and data every minute of every day. On this show we’ll cut through the chaos and serve up the wisdom of experience. I am Matt Miner, your guide as we talk with amazing people about life and money - as they connect to work, relationships, values and goals.
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, AIF® guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax manage ...
 
*Formally known at Worth It Podcast* Welcome to Wealth by Design, a financial planning podcast for successful, modern-day biz owners + creative entrepreneurs. Here, you'll get the tools you need to dream, design, and do what it takes to live life on your terms. Danielle & Dustin, a brother & sister CFP®️ duo, are devoted to educating modern-day entrepreneurs about life, biz, and financial planning so they can create a blueprint to real wealth. Together, they cover topics about the unique cha ...
 
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show series
 
Do you want to have the confidence to truly rock retirement? Are you within 5 years of retirement? If so, this is the series for you. Over the next 5 episodes, we’ll explore what you should be focused on in the years leading up to retirement. Today we’ll explore the opportunities and risks that come within this time frame. Next week, we’ll start se…
 
There is always one more task business owners can try and get done in a day, but this one task always becomes a never ending to-do list. The truth is, if you’re always focusing on the “What” of your business, you’ll never get caught up on that list. That’s why shifting your focus from your “What” to your “Why” can help you make time for the importa…
 
If you spend even a few moments with Austin and Esther Havens Mann, two professional photographers focused on capturing travel and humanitarian subjects, respectively, you’ll hear them talk about light. Whether it’s Esther helping people see themselves in “new light,” or Austin finding places where the light breaks through; through their lens, you’…
 
Over the past 3 episodes, we have been talking about different ways that you can improve your health in retirement. Today you’ll take action. Choose the habits you want to build and learn how to actually build these habits and set yourself up for success. Learning about health and nutrition is one thing, but taking action is something else entirely…
 
Does this sound familiar to you? You finish your medical training thinking your burnout and overwhelm will disappear once you are an attending physician and have a salary. It rarely works out that way does it? When we hit burnout, many of us start asking what are our options to leave medicine. With so many possibilities, it can be overwhelming to f…
 
Where did all the excitement, enthusiasm, and trust go? How is it replaced so quickly with this fear of complication? In this series, we are diving into the topic of fear and our response to fear. This week we conclude by discussing how fear can cause us to overcomplicate. When fear enters our thinking, we begin to listen to a number of voices that…
 
Do you WANT to be an avid reader, podcast listener, and general "learner," but you feel like a firehose is coming at you each day? Today's podcast will show you how to set yourself up for success—so you can absorb amazing information at a rapid pace, without feeling the least bit overwhelmed! Full Show Notes can be found at: https://LearnDoBecome.c…
 
If you are interested in living a healthy life you have to consider the food that you put into your body. The food you consume fuels your body and shapes your life. On this episode of Retirement Answer Man, you’ll learn 5 tips for ensuring excellent nutrition. You’ll also discover a few resources that can help you improve your thinking around nutri…
 
In today’s show I announce my new name, Work Pants Finance, and say goodbye to Life Meets Money. Please subscribe to the new show, Work Pants Finance wherever you play your podcasts and thanks for joining me on the Life Meets Money journey from June to October 2020. LMM RIP. Onward and upward at WorkPantsFinance.com, the show for MBAs, entrepreneur…
 
Financial freedom can be obtained by saving enough to retire, producing enough income to support your lifestyle, or a hybrid of both. Only 4 years out I’m financially free from medicine, and practice medicine now because I want to and not because I have to. For some people though, this financial independence may seem forever out of reach. We all wa…
 
The most compelling thing about you, is what you think about when you think about yourself. It will dictate what you do. It will describe how you love. And it will determine what you consider to be chiefly important in your life. What you think about yourself depends on the messages you’ve heard about yourself. Some messages are grounded in the tru…
 
To rock retirement, you have to have the right tools, and the most important tool you have is your body. To keep up your strength and mobility your body needs to be fine-tuned. On this episode of Retirement Answer Man, we continue discussing your physical health. You’ll learn what you can do to maintain your strength and mobility so that you can ro…
 
Our family has a FAVORITE tradition that we want you to adopt, as well. 🙂 It's a simple activity—complete with a little treasure map—and over the years, we've seen what an impact it has. Enjoy this guest podcast from our daughter, Alia! Full Show Notes can be found at: https://LearnDoBecome.com/Episode111 Have you attended our free training, "How t…
 
In this episode Emma Crossick talks to Alan Moran about how people can be prone to doing stupid thing with their money. This is not just about dropping some cash in the street or losing your purse. It's about not doing your homework when it comes to investments and not seeking the right advice before making decisions which affect your finances.…
 
Quite often, we get mad at others for reasons that are out of their control. In our minds the problem is that they didn’t meet our expectations. However, the source of the frustration isn't the reality of things happening or not. It's actually that reality doesn't match up with our expectations. This can cause unhealthy relationships both at work a…
 
“A decision driven by fear can be only a bad decision.” – Tom Paterson Fear-based decisions result in fear-based outcomes; while hope-based decisions result in hope-based outcomes. Fear clouds our mind and distorts the truth. It causes us to tense up, clench our fists, protect ourselves, and retreat. Hope, however, awakens possibility and opens us …
 
Good health is not something you can buy, but it can be an important savings account for your future. Over the course of the next 4 episodes, we will focus on how to stay healthy and fit in retirement. We’ll discuss exercise, mobility, and nutrition. In the final episode of the Let’s Get Physical series, you’ll learn how to create an action plan to…
 
Ready to learn five more incredible principles that can help you to create a breakthrough year? Continuing on from last week's podcast, these ideas will hopefully give you the focus and lift you've been looking for! Show Notes can be found here: https://LearnDoBecome.com/Episode110 Have you attended our free training, "How to Finally Stop Drowning …
 
Our past experiences with money may have determined what we think about money now but doesn't need to impact how we think about it later. As someone who is fascinated by the psychology of money, I can understand why many doctors I talk to have a scarcity mindset when it comes to money. However, I also know that this mindset negatively impacts incom…
 
Today, we embark on a new series with David and Stephen, exploring helpful suggestions when facing fear. In this first conversation, we investigate our freeze response, and consider ways to surrender and trust amidst confusion and uncertainty. As we recall the turbulence of 2020, David shares his own experience of entering an uncertain future: “I r…
 
This is it -- the last episode of Retirement Plan Live 2021! We have walked Trish through her unexpected retirement to see if she has what it takes to build the retirement of her dreams. Over the past 4 episodes, we have gotten to know Trish and her situation. We have taken an in-depth look at her goals, resources, and net worth to help her assess …
 
If you want this year to be different...and better...and build momentum that will carry you forward in a powerful way, we've put together some key ideas from Michael Hyatt's book, "Your Best Year Ever." We're already feeling the impact over here, and we're excited for you to apply these ideas to your life, as well! Full Show Notes can be found at h…
 
In this episode Emma Crossick has spoken to Alan Moran about a document even more important than your Will. Your Lasting Powers of Attorney is more important than your Will because your Will only applies when you are no longer here. However your LPA affects you personally while you are still alive.
 
It’s Nice to know that Wilt Chamberlain and I have at least one thing in common: we both got over our need to please people. I used to feel responsible for other people's feelings. It's taken so long for me to realize being authentic to who I am means saying no, no matter how disappointed someone else is. That's why I want to share with you these 4…
 
In this short guide Orry Henderson asks if your Will is as tax effective as it could be? In light of the recent inheritance tax changes you should consider reviewing your arrangements to make sure you are making full use of your nil rate bands, potentially saving your family thousands of pounds.By Alan Moran
 
Last week in Retirement Plan Live, Trish dreamed up big dreams for her retirement. In this episode, we are going to outline her resources to see if she has the ability to fund those dreams. Organizing your resources is an important step in retirement planning. Listen in to learn how important it is to plan what you want to use your resources for, a…
 
“You don’t get anywhere of significance on your own. You get somewhere significant beside others.” -Tom Paterson In this final episode in the Living Your LifePlan series, we explore Accountability. You can’t do life alone. This is especially true when pursuing the unique calling and purpose of our lives which can be so hard and challenging. What do…
 
If you have a huge project you're working on, we've put together five principles that can help you to keep your focus and momentum so you can get results quickly. You probably have a lot of projects on your radar at the start of this new year, and we hope that this podcast will provide some helpful motivation! Full Show Notes can be found at https:…
 
“Every action you take is a vote for the type of person you wish to become. No single instance will transform your beliefs, but as the votes build up, so does the evidence of your identity.” Our human brains are so interesting. So when it comes to our routines, it’s easy to fall back into them after wanting to enact change. You work on making inten…
 
This week we take a look at the Life Initiative Profile; the space where we consider the kind of life we are committed to living, and then put in place the action steps we need to take in order to get to where we want to go. This is where the LifePlan process gets really practical, looking at what it takes to manage our next steps so that we do wha…
 
Welcome to week 2 of Retirement Plan Live 2021! Last week, in episode 359, you got to meet Trish who was unexpectedly laid off last year. She had been hoping to retire within 5 years, but with this layoff, she is exploring the idea that maybe she can retire now. Over the next few episodes, we will walk her through the steps I take with clients to c…
 
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