In this episode, I talk to Ben Hockema. Ben founded Illuminate Wealth Management on January 1st, 2020. Prior to Illuminate, Ben spent over a decade at another independent financial firm in the Chicago area. Ben is a Certified Financial Planner and has been featured in The Wall Street Journal, The New York Times, and Financial Planning Magazine, amo…

In this episode, I talk to Chris Miles. Chris is a Cash Flow Expert and Anti-Financial Advisor, who is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. Chris has used his knowledge, not once, but twice, to become financially independent where his passive income exceeded his expenses, not to…

In this episode, I talk to Julia Barbaro. Julia is a mother of 6 and wife to Gino Barbaro, an entrepreneur and cofounder of Jake and Gino. Together they host the Julia and Gino podcast where they focus on raising a family and running a business. Julia is the author of "The cannolis exploded" and "A Gelato Blast" books for all ages encouraging respo…

In this episode, I talk to Tony Bradshaw. Tony is an author and alternative investments expert. He is the Founder, Author, and President at The Millionaire Choice. Tony believes there should only be 2 types of people in the world: millionaires and future millionaires. He helps move his future millionaires from a scarcity to abundance mindset and li…

In this episode, I talk to Fred Moskowitz. Fred is an author and alternative investments expert. Fred helps busy professionals to build wealth through alternative investments such as real estate and mortgage notes. He is the author of the The Little Green Book Of Note Investing: A Practical Guide for Getting Started with Investing in Mortgage Notes…

In this episode, I talk to John Crane. John Crane, Author and financial advisor with Crane Financial. John is a financial advisor with more than two-decades of experience in the financial services industry. He has devoted his career to providing financial guidance to business professionals, corporate executives of small and mid-sized businesses, an…

In this episode, I talk to Vance Lowe. Vance is the CEO of Private Banking Strategies. With 40 years in the financial industry, Vance has extensive knowledge in the financial arena, extending far beyond his numerous accreditations, honors, and accolades. For over two decades, Vance owned and operated a successful money management firm. He now funds…

In this episode, I talk to Josh Rhodes. Josh Rhodes, Founder of Crypto Y’all to the show. He is a full time crypto investor, enthusiast, and business owner. Josh got his start as a real estate investor and marketing agency owner before discovering the power of crypto as a wealth building asset. Now, he helps the crypto curious safely understand how…

In this episode, I talk to Eric Miller. Eric is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he’s had over 15,000 conversations with pract…

In this episode, we talk to Mark Willis. Mark is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that h…

In this episode, we talk to Jerry Fetta is the owner and founder of Wealth DynamX. WealthDynamX is a Financial Firm that helps thousands of clients across the U.S. build wealth. Jerry has a passion for providing financial education for families so they can become solvent and achieve greater financial freedom in life. Jerry is married to his wife an…

In this episode, we talk to Paul Zweben about navigating the real estate market in major cities, in particular, in the New York City Market. Paul is a successful Sales agent at Douglas Elliman Real Estate. Paul started his career in the restaurant industry. With the goal of “making every guest in his restaurants happy”, Paul formed a restaurant par…

Curtis May is the host of The Practical Wealth Show Podcast and the creator and owner of Practical Wealth Advisors. Curtis has been planning for individuals for more than 35 years, and he is passionate about helping his clients save money and live the very best life they can right now. The primary focus of his financial planning firm is to help ind…

André Stewart is the founder and CEO of InvestFar Capital, Residual Roads Business Institute, and InvestFar, the first mobile app that lets you purchase, renovate, sell, or manage an investment property remotely globally. Previously a commercial banker at Wells Fargo, Silicon Valley Bank and a private bank named OneWest Bank as an advisor to CEOs o…

Deanna is a highly respected thought leader, who has spent almost 20 years researching, designing, and building asset-based solutions to complex social and business challenges. Today, she travels the world inspiring and educating audiences through poignant storytelling. Deanna works tirelessly to help people find their purpose, which in turn helps …

Patrick Yip serves as the Director of Business Development at APMEX and OneGold. APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. OneGold is a fast growing online precious metals platform that has processed over $750 million in transactions du…

Howie Zales is an Emmy Award winning Camera Operator who turned his passion for television broadcasting into several entrepreneurial endeavors. Howie created HJZ Productions, Inc in 2000 to address the need for professional level sports crewing/staffing in the New York market. Under his leadership, HJZ Productions grew to a multi-million dollar nat…

Sean has been training, mentoring, and educating all his life. An exceptionally well- regarded conference speaker and author, Sean has delivered talks for Fortune 50 companies and top tier conferences. He has also been the author of several books on technical as well as business topics. Sean has also been a professional services firm owner for over…

This episode is A Millennial’s Guide to Financial Planning. David has 35+ years in business and investing and 2 published books on finance and retirement. David’s inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme…

We talk to Brad about College planning; advice on how to combat misinformation around college planning. Brad has worked with thousands of families to plan and save for college using strategies that have been proven to be smart and effective. He hosts Taming the High Cost of College, a top-charting podcast in the Education space. He had recently app…

We welcome back to the podcast Maryann Keith. She is a financial advisor working with single, divorced, and widowed women specializing in holistic financial planning. We talk to her about charitable giving and financial planning. We cover topics including Donor Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and the tax advantages …

One of the Pauls talks to his daughter Julia about thrifting and other bargain hunting adventures. Topics include shopping at thrift stores, tag sales, how to find great bargains, and great thrifting tips. #financialdads #thrifting #tagsales #thriftingtipsBy Paul Fagan

One of the Pauls recently brought his son to college and wanted to unload a number of thoughts and topics that are top of mind related to 529 plans, qualified 529 expenses, 592 withdrawals, tips and recommendations, and overall sentiments. #financialdads #529plansBy Paul Fagan

We talk to Drew about buying buying and selling cars in 2022. Drew just went through this real world experience and has a ton of knowledge to convey. He lives in the North Carolina and has three daughters. We talk about buying a new car, selling a lease, the art of negotiation, as well as doing your research when buying a new car! #financialdad #ca…

We talk to Joe about his book; Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Joe is an executive coach, Managing Partner of Retirement Wisdom, and host of The Retirement Wisdom Podcast, inspiring people to create meaningful lives in retirement. Before he designed his own second act career as a catalyst for positive…

We talk to Aaron about smart investments for people who don't have an advisor, and financial secrets he wishes everyone knew about! We will also talk about an interesting topic, Pre-IPO and Financial Planning. As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron publ…

We will talk to Chris about closing on distressed properties; share his strategies that are helping real estate investors and agents increase their revenue by reviving dead leads and turning them into cash. Chris gives us some interesting insight into how he finds his property deal, again another good episode where we learn something new. #ChrisCra…

In this in interview we explore the 831b plans to help keep your business running in rough times. Understand how an 831(b) is like a 401k but for your business. Ed explains why COVID-19 was a hard lesson, insurance carriers denied business interruption claims citing indirect losses and language that limited coverage. Listen and learn if a tax defer…

We discuss how he "retired" at age 38 after 18 years in the medical device industry. Chris then started Next Level Income where he dedicates his time to helping others become financially independent through education and investment opportunities. https://www.nextlevelincome.com #FinancialDads, #RetireInMy30's, #RetireEarly, #FinancialIndependence, …

During our interview with Alejandro Szita we discuss things you can do to obtain a mortgage while being self employed. Most of the mortgage environment has been designed for those who are employees and not self employed. We get into some great nuances and the different mindset of the self employed. #FinancialDads, #self-employed, #Selfemployed, #se…

Henry Daas is a serial entrepreneur, business coach, screenwriter, and self-described 'ordinary guy', and now personal finance coach! Born in Brooklyn at the tail end of the Eisenhower years, he has lived his entire life in and around NYC. He has lived his life in and around money, as well - from cutting lawns as a kid to managing a stock portfolio…

Vince Shorb is the CEO of the National Financial Educators’ Council and leads the NFEC’s Subject Matter Experts board. Before becoming one of the council’s original founders, Shorb spoke with over 20,000 people about their financial situations and reviewed the personal financial statements of more than 10,000 clients across the country. Shorb has o…

We revisit all things Crypto Currency in this episode with Shai Perednik, A follow up to our first Crypto Currency episode, but this time with a true subject matter expert in the space. Shai is the global head of blockchain for Amazon Web Services. In this episode, we dive deeper into all things Crypto; understanding what crypto currencies are and …

We interview attorney Jonathan Rosenfeld and he opens about the behind the scenes of building a small business. How he gets clients, how much time he spends running his business, and how they generate website content. He shares the ratio of time he spends running the business versus servicing clients is interesting. He also explains how to find wha…

Bernard Reisz (CPA) takes us on a journey on how to leverage your 401k or IRA utilizing a little known IRS area called ROBS (Rollover as Business Start-up.) This can get complicated so listen and don't try this without a proper financial expert that understands the complexity of this financial tool. Bernard is a Principal at ReSure Financial. Prior…

David dabbled in Real Estate investing with just one home. Then a couple of years ago he went all in and now has 13 properties in three markets and looking to grow more. He gives us some real food for thought and practical advice for getting started. Using the passive income he is generating, he is now looking to retire very early. #RealEstateInves…

The Financial Dads interview the dynamic personality, Brad Sugars. Brad has written 17 books, is CEO of 11 companies, and has a unique talent of breaking down complex thoughts and ideas in a way we can all understand. One of his best and most successful books is the Billionaire In Training. This powerful episode might have even changed one of the h…

We interview co-author Gene Rice and discuss his unique self-help book that offers a roadmap to kickstart your future. Rags-to-riches author and CEO Gene Rice and his high school English teacher daughter Courtney Bejgrowicz demystify adulthood by sharing critical information alongside professional and personal successes and failures. Gene is a lead…

In this interview we discuss the concept of Owning the Dash. Developing the mindset necessary to own the dash between your start and your end dates. We get into a good deal of topics during this Interview. Owning the Dash financial planning mindset was inspired by the passing of Anthony's cousin Greg Plitt. On April 12, Anthony will release his new…

Is college worth it? What does college cost? How much in loans will I end up with after college? The Financial Dads tackle the value of college. What is the average amount students say they spend over the course of a degree? Insights from one of the biggest lenders funding college at Sallie Mae. #FinancialDads #CostofCollege #AverageCostofCollege #…

We interview Joe DiSanto. He is the owner of Play Louder!, Fractional CFO, Consultant, and Authority Blogger. Joe helps individuals and business owners increase their net worth and plan better for their future. You have career coaching, workout coaching, Dr's, but to you have a financial coach? We discuss how having a financial coach can help you p…

Maryann shares with us her experience and advice working with single, divorced, and widowed women specializing in holistic financial planning. With extensive expertise in Social Security, she talks to us about many aspects of this valuable benefit including tax implications and planning, when to start taking your benefits, and common misconceptions…

The financial dads take on one of the most emotional financial topics. Your daughter’s wedding. We invite back our special guest Tony Johncola to share the details from a dad’s perspective with the wedding just weeks away. Tony, Paul, and Paul have a friendly and honest discussion in regards to wedding planning. We cover a number of topics includin…

Peter shares with us his life experiences as they relate to a minimalist lifestyle. When you live as a minimalist, you strive to only use things that serve a purpose. It's about living simply and having only what you need to go about your daily life. We explore topics such a needs vs. wants, decluttering, and frugality. He also shares some great de…

Money is emotional, Jonathan shares how his training as seminarian and Buddhist academic to a financial advisor has helped his clients. Jonathan also shares how a fiduciary advisor is different than a broker and why this matter to you as an investor. We discuss emotional intelligence and how that should be part of your investing strategy, but is of…

The do's and dont's of buying and selling a home. Tony Johncola answers some of the hard questions. Why use a broker to sell your home? The pitfalls of FSBO (For Sale By Owner). Have Zillow and Redfin changed the market? What are common buyer and seller mistakes? This is a can't miss episode for anyone even thinking of buying or selling residential…

Drew is a Screen-free education ambassador, Marketing Director, Entrepreneur and fellow Podcast Host. Drew not only has wonderful insights into childhood development, but also some great practical advice about starting a business revolving around a cause you believe in, with some excellent entrepreneurial tips & tricks for the listeners to take awa…

Bequest Funds Martin Saenz discusses his passive income Investing strategy while touching on his 5 books. #passiveincome #Fundingyourfamilyforlife #evergreenfund #financialdads #Interview https://www.bqfunds.com https://www.amazon.com/Note-Investing-Made-Easier-Distressed/dp/1546664319/ref=tmm_pap_swatch_0? https://www.bqfunds.com/about-bequest-fun…

The New Year is a great time to review your financial health.By Paul Fagan

Discussion with the author of the book - The Money Nerve: Navigating the Emotions of Money, helps you uncover and understand your financial habits, limiting beliefs and emotional blocks around your finances to create a healthier relationship with money.By Paul Fagan