show episodes
 
This personal finance podcast is for women, including female entrepreneurs to learn personal finance, money mindset & practical money management tips to be financially confident and build wealth. To get in control of money, to budget, gain financial confidence, learn how to invest, save money & manage money mindset and behaviours. Hosted by a multi- award winning qualified financial planner and financial coach.
 
Joan Sotkin, from ProsperityPlace.com and author of Build Your Money Muscles, presents a holistic approach to business success and financial health. Discover Joan's unusual approach that developed over 25 years of helping people build a business, fix their finances, be their authentic selves, and find peace of mind. Joan is known from her intuitive insights and clear understanding of how a person's internal environment affects their external results. The Prosperity Show provides you with bot ...
 
In today's global economy, understanding investment options can be an extremely challenging task. Investors are continually bombarded with hearsay opinions and ever-changing financial data. So, to prevail, serious investors need the benefit of market education and unbiased guidance. This realization is why a fast-growing number of listeners choose to make KPP Financial's 'InvestTalk' radio program and podcast a must have element of their investing strategy. InvestTalk is a weekday program th ...
 
Retirement talk - Redefining Wealth and Your Money with Laura Stover is a podcast that educates, entertains, and helps prepare our listeners for retirement. It's a show designed for those looking to maximize their financial efficiency and fulfill their lifestyle. It is also geared toward those needing to transition from accumulation to preservation and the necessary shift in how money is managed. Based on Laura’s two decades of experience with financial coaching and consultation to hundreds ...
 
Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
 
Every week Jake Rivas, Financial Advisor To Millennials, will hit the streets, coffee shops, and restaurants to get raw feedback from YOU about the real financial obstacles you are facing today. Jake will help you take the guesswork out of managing your money choices while curating and sharing the best advice and insights into making smart money choices. Jakes Two Cents will help you navigate credit, financial debt, saving for the future, student loans, mortgages, travel, money, lifestyle, a ...
 
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show series
 
Some investors tend to disregard the energy sector because it makes up only about 3% of the entire market for stocks above a $25 million market cap. Today's Stocks & Topics: FSM - Fortuna Silver Mines Inc., BIO - Bio-Rad Laboratories Inc. Cl A, ETRN – Equitrans Midstream Corp., Average Price of a Stock, PINS - Pinterest Inc., Mortgages Rates, Self-…
 
The stock market has been soaring, but investors may still have plenty to worry about when it comes to the threat of inflation. Today's Stocks & Topics: SWIM - Latham Group Inc., POOL - Pool Corp., KHC - Kraft Heinz Co., Value vs. Growth, USO - U.S. Oil Fund LP, PTON - Peloton Interactive Inc., HCA - HCA Healthcare Inc., Personal Loans, XLB - Mater…
 
After paying over $10 billion to acquire some of its high-profile properties, Verizon will sell its media group to private equity firm Apollo Global Management for close to $5 billion. Today's Stocks & Topics: VIAC – Viacom CBS Inc. Cl B, ABT - Abbott Laboratories, Debt, KMX - CarMax Inc., C - Citigroup Inc., WRK - WestRock Co., Bitcoin & Ethereum,…
 
Today we are talking to Maike Currie, the Investment Director for Fidelity International, a company working hard to help build better financial futures. By the time a woman reaches her 50’s, it is expected that the gap in her pension pot versus that of her male counterpart will be around £100,000. Maike has been researching the impact of Covid-19 o…
 
Financial experts recommend estate planning strategies to avoid a surprise tax bill. Today's Stocks & Topics: SHW - Sherwin-Williams Co., CLX - Clorox Co., SDIV - Global X SuperDividend ETF, Pros and Cons of a Trust, PCRFY - Panasonic Corp. ADR, Earnings, RHHBY - Roche Holding AG ADR, WMT - Walmart Inc. TRIVIA QUESTION: "How much did the LIST of th…
 
In states with community property laws, including California, Nevada, and Texas, both partners equally share the responsibility for the repayment of previous debts. Today's Stocks & Topics: Portfolio Management, NVDA - NVIDIA Corp., Roth Conversion, Ponzi Scheme, Price vs. Value, BSX - Boston Scientific Corp., Mutual Funds, ETFs, RX - BioSyent Inc.…
 
Your investments into retirement are a valuable and irreplaceable commodity that will impact the rest of your life—do you know the person you’re leaving that responsibility with? Understanding which financial advisor is right for you is one thing that most investors don’t realize they need to do. If your financial advisor isn’t getting to know you …
 
On this episode Jake and Kirk discuss some tips and considerations for this important question. Many people think that simply due to the low interest rates they must refinance their homes. You may be right. However, there are some things to keep in mind while you are doing your shopping (for instance you can do too much shopping and this can be ver…
 
The IRS Has Set May 17th as Tax Deadline but before you file make sure your return is not "asking for an audit". Today's Stocks & Topics: JEF - Jefferies Financial Group Inc., AAPL - Apple Inc., BABA - Alibaba Group Holding Ltd. ADR, WFG - West Fraser Timber Co. Ltd., AMD - Advanced Micro Devices Inc., CTT - CatchMark Timber Trust Inc., Options, UP…
 
Getting started without a lot of capital is risky but knowing what to avoid is helpful. Today's Stocks & Topics: XLE - Energy Select Sector SPDR ETF, XT - iShares Exponential Technologies ETF, Farm Stocks, Portfolio Management, Z - Zillow Group Inc. Cl C, MHLD - Maiden Holdings Ltd., CURLF - Curaleaf Holdings Inc., IAT - iShares U.S. Regional Banks…
 
Shares of Warren Buffett's Berkshire Hathaway company recently hit an all-time high and he says his strategies for smart investing are not too complicated. Today's Stocks & Topics: ELY - Callaway Golf Co., RDFN - Redfin Corp., Durable Goods, IBM - International Business Machines Corp., PSFE - Paysafe Ltd., MVIS - MicroVision Inc., ADM - Archer Dani…
 
This week we are exploring money tips for parents with Laura Weston of Savvy Peacocks. With a background of 20 years in the banking and finance industry, Laura’s mission is to now breakdown the taboo subject of money, helping parents to display the right money habits to help children’s financial education. With only 67% of financial literacy in the…
 
In March alone, special purpose acquisition companies celebrated a milestone by breaking their 2020 issuance record but in April SPACs have stalled. Today's Stocks & Topics: SUBZ - Roundhill Streaming Services & Technology ETF, Mortgages, Growth Stocks vs. Value Stocks, ABNB - Airbnb Inc. Cl A, NOG - Northern Oil & Gas Inc., WOOD - iShares Global T…
 
Following a challenging year, 2021 seems to be off to an encouraging start for local economies. Today's Stocks & Topics: GTBIF - Green Thumb Industries Inc., CHMI - Cherry Hill Mortgage Investment Corp., EOG - EOG Resources Inc., KALA - Kala Pharmaceuticals Inc., Portfolio Management, AWAY - ETFMG Travel Tech ETF, Fibonacci Retracement, DMTK - Derm…
 
In this episode Kirk discusses a new financial situation where he is in a position to consider hiring a CFP. Jake discusses the ins and outs of hiring a CFP as well as when you should and when you should not hire a CFP. He also discusses various aspects of financial advisors that are important for people at various parts of their career. When does …
 
In 2020, the labor market shed 20.5 million jobs but with signs pointing toward recovery in many economic sectors, 1 in 4 workers may be planning to job-hop once the threat of the pandemic has subsided. Today's Stocks & Topics: SZNE - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF, F - Ford Motor Co., GM - General Motors Co., SIMO - Silicon …
 
Do you understand what taxes you’ll be required to pay in retirement? Under new tax plans, you’ll likely be paying more than you anticipated. In today’s episode, our team talks through the changes in taxes that have happened over the last year, what this means for you, and how you can plan for them and protect your retirement. Review the article me…
 
While Morgan Stanley was the biggest prime broker to Archegos, other banks suffered larger losses-- how could this happen? Today's Stocks & Topics: SLVO - Credit Suisse X-Links Silver Shares Covered Call ETN, NXPI - NXP Semiconductors N.V., Gold, SQ - Square Inc. Cl A, MO - Altria Group Inc., SWKS - Skyworks Solutions Inc., Sears, Voting for Board …
 
In this episode, I will share with you some of the common challenges that I see business owners, sole traders and self-employed clients dealing with. This includes understanding what money in their business is their own personal money to spend or take out as a salary, what money needs to be kept in the business to cover business expenses and how mu…
 
After the pandemic cost millions of Americans their jobs and left as many as 1 in 5 renters unable to keep up with their housing payments, Congress allocated more than $45 billion in rental assistance. Today's Stocks & Topics: WING - Wingstop Inc., Viable Sources, CNC - Centene Corp., PENN - Penn National Gaming Inc., Cryptocurrency, TSLA - Tesla I…
 
This week we are joined by Julie Flynn of Ebb and Flow Coaching, and graduate of our Certified Financial Coaching Training programme. Julie shares with us how gaining her certification enabled her to increase her financial planning fees with ease, and the personal transformation she went through during her certification training. In this episode: H…
 
Following strong earnings from key companies and a March surge in retail sales, Bank of America, for example, has reported its Q1 earnings doubled year-over-year. Today's Stocks & Topics: CLOV - Clover Health Investments Corp. Cl A, PLYA - Playa Hotels & Resorts N.V., Retirement Value, AMWL - American Well Corp., ZSAN - Zosano Pharma Corp., Preciou…
 
SEC commissioners are likely to call for action on the GameStop fallout, payment-for-order flow, fiduciary obligations, regulations around securities in the crypto space, and more. Today's Stocks & Topics: CANG - Cango Inc. ADR, SPGI - S&P Global Inc., HON - Honeywell International Inc., TYO - Direxion Daily 7-10 Year Treasury Bear 3X Shares, Mortg…
 
President Joe Biden has made his proposed tax hike. What is in his proposal? How much of it will likely pass? What could this mean for your wallet? Jake and Kirk will take a look at each proposal and discuss its implications for those directly and indirectly impacted by the tax change. *“Tax preparation, planning, IRS representation, and business v…
 
The Labor Department says consumer prices shot higher in March and they were given a boost by a strong recovery and year-over-year comparisons to a pre-COVID economy. Today's Stocks & Topics: JNJ - Johnson & Johnson, GRBK - Green Brick Partners Inc., PLBY - PLBY Group Inc., OKTA - Okta Inc. Cl A, High Yields, LRCX - Lam Research Corp., Retirement M…
 
If you’re investing in an IRA, a 403b, a traditional 401(k), etc., it’s important that you understand the taxation on your savings vehicles, as well as develop a tax diversification plan. Listen into this episode as we discuss how your taxes could be impacted under the current proposed tax plan, what an Index Universal Life insurance plan offers in…
 
Having a 401(k) is good-- if you make the most of your employer-sponsored plan. Today's Stocks & Topics: SPXL - Direxion Daily S&P 500 Bull 3X Shares, Parallel Investing, XCEM - Columbia EM Core ex-China ETF, TSM - Taiwan Semiconductor Manufacturing Co. Ltd. ADR, XOM - Exxon Mobil Corp., WDC - Western Digital Corp., NHI - National Health Investors …
 
In Europe, Uber has been forced to reclassify 70,000 of its British drivers as workers and with a shortage of drivers in the U.S., Uber recently announced a $250 million driver stimulus. Today's Stocks & Topics: OGZPY - Gazprom PJSC ADR, MSFT - Microsoft Corp., Bitcoin, PFE - Pfizer Inc., Earnings Season, Junk Bonds, GEO - GEO Group Inc., Recession…
 
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