Best Connor Bauserman Podcasts (2024)

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Ep.53- Protecting Your Wealth with Josh Cary (JC Insurance) 24:01

1M ago24:01

24:01

Wealthy HOMES Podcast Show Notes Episode 53: Protecting Your Wealth with Josh Cary from JC Insurance Welcome back to another episode of the Wealthy HOMES Podcast! I'm your host, Connor Bauserman, financial advisor with Preferred Financial Group. In this episode, we’re diving into the often overlooked but crucial aspect of wealth management: protect…

1
Ep.52- Planning for Tomorrow: Understanding Social Security Today 32:07

2M ago32:07

32:07

In this episode of the Wealthy Homes Podcast, we're diving deep into a topic that might not always be top of mind for our age group: Social Security. Join me as we explore the origins, evolution, and future of this vital component of retirement planning. Social Security isn't just a safety net; it's a cornerstone of retirement income for many, cons…

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Ep.51- Q&A with James Gilbert 24:09

3M ago24:09

24:09

Welcome back to another episode of the Wealthy Homes Podcast! I'm your host, Conor Bauserman, joined by James Gilbert, another financial advisor here at PFG. Today, we're diving into some anonymous questions submitted by our listeners. First up, we discussed a couple considering having one parent stay at home with their kids. With a solid financial…

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Ep.50- What It Means To Be Wealthy 25:06

3M ago25:06

25:06

In this episode, Connor, your friendly host at the Wealthy HOMES Podcast, embarks on a captivating exploration of what it truly means to be wealthy. Beyond the conventional notion of financial riches, Connor reveals the five foundational pillars of genuine wealth: Money, Time, Relationships/Love, Physical Health, and Spiritual Health. Highlights: M…

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Ep.49- Circle Talk 2.0 19:46

4M ago19:46

19:46

Welcome back to another insightful episode of the Wealthy Homes Podcast! I'm Connor Bauserman, your friendly neighborhood financial advisor from Preferred Financial Group, and today, we're revisiting one of our foundational discussions: the Circle Talk 2.0. Now, if there's one episode, I'd recommend to anyone seeking financial wisdom, it's this one…

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Ep.48- Money Myths 35:37

5M ago35:37

35:37

Remember those MythBusters days? I sure do! 📺 Watching entire episodes just to get that satisfying "Plausible," "Busted," or "Confirmed." 🤯 So, in the spirit of channeling my inner Adam and Jamie, I present to you a spin-off episode: Money Myths! 💸🔍 Here are 8 common financial myths being put to the test: Buying a Home is Always Better Than Renting…

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Ep.47- Should You Stay,Or Should You Go? 26:13

6M ago26:13

26:13

Having guided countless young minds through career shifts, I've gained a unique perspective on the age-old dilemma: Should I stay or should I go? 🤷‍♂️ In the aftermath of the Great Resignation spurred by COVID-19, a whopping 40% of Americans embraced change. Fast forward to 2023, and job movements hit an unexpected low. 📉 What's the deal – a post-r…

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Ep.46- Lookin Back on 2023 - All of the Guests! 24:35

6M ago24:35

24:35

Reflecting on an incredible year of The Wealthy HOMES Podcast with a huge shoutout to the amazing 20+ guests who joined me on this financial adventure in 2023. 🌟 Building a network of dedicated individuals, all on a mission to empower young families in their financial journeys. Here's to the memories we've made and the wisdom we've shared. Excited …

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Ep.45- Home Sweet Loan with Kyle McGann 34:16

6M ago34:16

34:16

🏠✨ Navigating the Mortgage Rollercoaster? Buckle up for some tips on taming those volatile interest rates! 🎢💰 On the latest episode-"Home Sweet Loan," Kyle and I spill the beans on steps smart homebuyers take to stay on top in the ever-changing mortgage market. 📈 Discover the secrets to riding the waves of interest rate fluctuations with finesse. F…

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Ep.44- Navigating Financial Crossroads with Pat & Rob 24:06

6M ago24:06

24:06

🎙️ Episode 44: Navigating Financial Crossroads with Connor, Pat, and Rob Welcome back, Wealthy HOMES family! In this enlightening episode, Connor, Pat, and Rob dive into five thought-provoking questions submitted by our engaged audience. From the intricacies of Social Security and car loan dilemmas to navigating the landscape of cryptocurrency and …

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Ep.43- Dollars and Sense: 4 Main Investment Accounts 18:16

7M ago18:16

18:16

Welcome back, Wealthy Homes Podcast family! It's your friendly financial guru, Connor Bauserman, coming to you from Preferred Financial Group. Before we dive into today's topic, don't forget to hit that subscribe button and show some love on our socials – whether it's Facebook, LinkedIn, or your favorite podcast platform. And hey, leave a review, i…

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Ep.42- Navigating the Chaos: Financial Balance for Busy Parents 30:04

7M ago30:04

30:04

In this episode of the Wealthy HOMES Podcast, Connor takes you on a journey through the tumultuous yet rewarding world of balancing work, family, and finances as a busy parent. Join him as he shares personal anecdotes, practical tips, and budgeting strategies to help you navigate the chaos and achieve financial wellness. Segment 1: Juggling Act – T…

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Ep.41- Don’t Wake the Bear! 19:57

7M ago19:57

19:57

Unlocking Financial Secrets: The Bull and Bear Odyssey 🎙️📈 Dive deep into the financial jungle with the latest episode of the Wealthy HOMES Podcast! 🏡 In this riveting installment, your guide, Connor, takes you on a journey through the captivating history and dynamics of bull and bear markets. 🐂📉 Discover the Untold Origins: Uncover the intriguing …

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Ep.40- Are You on Track? 25:18

8M ago25:18

25:18

🚗 Are you on track for the ultimate retirement road trip? 🌐 A retirement plan can look a lot like a GPS. Let me draw you the analogy. 🗺️ Retirement Age: It's like setting your destination on a GPS. When do you want to arrive, and how much time until then? The clock is ticking – 35, 20, 10, 5 years? 📊 Budget and Income: Your cash flow statement is t…

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Ep.39- The YOLO Effect on Millennials’ Finances 23:38

8M ago23:38

23:38

In this episode of the Wealthy HOMES Podcast, join Connor as he delves into the intriguing world of the "You Only Live Once (YOLO)" mentality and its profound impact on the financial lives of millennials. Over the course of the show, we'll explore three crucial steps where this mindset might be steering us off course. Step 1: Drowning in Debt and S…

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Ep.38- Unlocking the Financial Playbook: From Fantasy Football to Investing 23:16

8M ago23:16

23:16

When it comes to fantasy football and building an investment portfolio, you may not think they have much in common. But, in reality they have a lot more in common than you think! 🏈💰 Just like you draft a diverse team in fantasy football with QBs, RBs, WRs, and more, diversifying your investments is key. Spread your risk across different investment …

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Ep.37- From Cow to Cone: The MOO-ville Creamery Success Story (Part 5- Business Mini-Series) 26:04

9M ago26:04

26:04

🐄🍦 Get ready for a "MOO"-velous episode on the Wealthy HOMES Podcast! 🎙️ Andrew and Tina Benkovsky, from MOO-ville Creamery, join me on the show to share their family’s story🌟 No bull here, folks! 🐮 We'll be spilling the "moo"-stery beans 🥛 on how Mooville went from a small dairy farm to a beacon in their community with multiple dairy stores! 🏞️🏬 H…

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Ep.36- Unlocking a Wealthy Retirement: The 5 Golden Keys 17:57

9M ago17:57

17:57

At PFG, we have over 1,000 clients. Want to know the 5 characteristics of our most successful clients? They’re really quite simple! 🔑#1. Work Smart, Work Long You don't need to be a workaholic, but working till 65? That's the golden ticket! Let your money grow and save on insurance costs. Consider part-time gigs later on. 💼 🔑 #2. Debt Is Your Ball …

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Ep.35- Building An Emergency Fund 11:20

9M ago11:20

11:20

🚨 EMERGENCY FUND 101 🚨 Did you know that a whopping 51% of Americans have less than 3 months of savings (Bankrate)? 😱 That's like trying to navigate a financial minefield without a map! 🧭 Rule of thumb: Your emergency fund should be 3-6 months of EXPENSES, not income! 🧾 So, if pizza night is part of your budget (of course it is 🍕), that goes in the…

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Ep.34- Soaring to New Heights with Patman Droneography 32:23

9M ago32:23

32:23

🎙️ Just dropped anchor and reeling in more than just fish! 🎣 There’s nothing like being out on the water, enjoying a relaxing evening of fishing. But guess what? I've got something to reel you in too – our latest podcast episode featuring the one and only Patman Droneography! 🚁📸, while we were literally on a boat and fishing 🌊. We had a blast chatt…

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Ep.33- Mini Series Halftime: Small Business Retirement Plans Demystified 20:43

10M ago20:43

20:43

🚀 Ready for some halftime financial fireworks? 🎆 🎉🚀 It's Halftime in our epic mini-series on Entrepreneurship vs. Business Ownership Mini-Series, let's dive into a game-changer: Small Business Retirement Plans! 🌟 It's not just about the hustle; it's about securing your future too! 💼 Did you know that small biz retirement plans offer a goldmine of b…

1
Ep.32 Roasting Beans and Brewing Dreams with Café Rica☕(Part 3 Business Mini-Series) 31:41

10M ago31:41

31:41

☕ Don't Miss Out! Our latest episode of the 5-part mini-series celebrating entrepreneurship and business ownership is brewing now! ☕🎙️ In this captivating pod, we sit down with Tristan and Jackson Bredehoft, the dynamic duo behind Cafe Rica, a coffee shop that's become a beacon of downtown Battle Creek, MI 🌟 From humble beginnings in online coffee …

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Ep.31-From Fighter to Entrepreneur: Caleb Grummet’s Unstoppable Journey!🥊 32:59

10M ago32:59

32:59

From Fighter to Entrepreneur: Caleb Grummet's Unstoppable Journey! 🥊 👊 Once a fighter, always a fighter! Join us on the latest episode 5-part Business Mini-series as we dive into the incredible journey of Caleb Grummet. 🎖️ From serving in the Marine Corps to stepping into the ring as a professional MMA fighter, Caleb's determination and grit have b…

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Ep.30- Scaling Painted Arrow Outdoors with Nate Hicks 30:38

10M ago30:38

30:38

🎬 Exciting News! Introducing our brand-new 5-part mini-series on entrepreneurship and business ownership 🚀📈 In this episode, we're thrilled to feature Nate Hicks, the co-founder of Painted Arrow Outdoors! 🎯 Join us as we dive into the incredible journey of Nate and Devin, the masterminds behind Painted Arrow 🏹🎥 Learn how they transformed their pass…

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Ep. 29- Entrepreneurship Edge & New Mini Series Announcement 22:55

10M ago22:55

22:55

🎧 Elevate your wealth-building journey with the latest episode of the Wealthy HOMES podcast! 🌟 Uncover the profound impact of entrepreneurship and small business ownership. Did you know that 95% of companies and businesses in the U.S. are owned by individuals, and that on average self-employed individuals are wealthier than non-self employed? In th…

1
Ep.28- Life & Family Insurance 30:22

11M ago30:22

30:22

🛡️ Protecting Your Family: The Overlooked Necessity 🛡️ Life insurance – a topic often sidelined, yet incredibly important. Many of us are dangerously underinsured, leaving our loved ones vulnerable to financial hardships in what are probably the worst days of their lives. Did you know, your life insurance coverage should ideally be 10-20 times your…

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Ep.27- The Power of Compound Interest (8th Wonder of the World) 23:52

11M ago23:52

23:52

📈🔐 Unlocking the Power of Compound Interest! 💡📈 Have you seen any of the 7 wonders of the world? What about the 8th? Let's explore the fascinating concept of compound interest, famously referred to as the "eighth wonder of the world" by Albert Einstein. Yet, there's more to this story. Most don’t know the second half of the quote- "He who understan…

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Ep.26- What Happens To My Family & My Estate Without A Will with Jessica Brandow 24:20

11M ago24:20

24:20

🎙️🏠 Let's be honest, the vast majority of handling your finances isn’t “fun.” Especially when you’re covering topics like taxes, insurance, and even estate planning. But, Jessica Brandow said “not on my watch.” Jessica is an estate planning attorney who came on the Wealthy HOMES podcast to breakdown wills, trusts, and everything you need to know to…

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Ep.25- Protecting Your Home & Investing in Real Estate with Kyle Frizzell 31:32

11M ago31:32

31:32

📣🎙We had an incredible interview with the one and only Kyle Frizzell, the rockstar agent who took his Kyle Frizzell Agency to the TOP in Michigan! 🚀 In this episode, we explored: 🏆 Kyle's Success Story: Learn how Kyle grew his agency to become the cream of the crop among all Farm Bureau agencies in Michigan. His journey will inspire you and show yo…

1
Ep.24- Budgets That Stick 25:55

12M ago25:55

25:55

💼 In the world of personal finance, budgets are the backbone of financial success! 💰📊 Did you know that individuals who explicitly set goals are 10x more likely to achieve them? 📈 That’s right, folks! Budgets aren’t just numbers on a spreadsheet; they are the secret sauce to unlocking your financial potential. 🗝️✨ Join me on the latest episode of “…

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Ep. 23- Raising Money-Smart Kids 22:11

12M ago22:11

22:11

📣 Attention, fellow parents! It's time for some money-smart kid Chronicles! 💰😄 👩‍👧‍👦 Raising money-smart kids can be a wild adventure! 🚀💸 Just yesterday, my little one asked where my credit card was at. Should I be worried or impressed? Maybe both! 🏦 Forget piggy banks, my child wants to open a full-scale "Bank of Mom and Dad" with personalized int…

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Ep.22- Managing Investment Portfolios with Nate Baumann from LVZ, Inc. 29:26

12M ago29:26

29:26

Join me for a captivating interview with Nate Baumann, from LVZ Investment Management. We delve into LVZ's impressive growth journey, shedding light on their remarkable journey to the top 10% of all RIA’s. 📈 Learn firsthand the collaborative synergy between an advisor and portfolio manager, as we uncover how Nate and I work together to give top-not…

1
Ep.21- Maximizing A Home Sale with The Leonard Group 28:56

1y ago28:56

28:56

🎙️ Are you looking to maximize the value of your home and dive into the world of real estate investing? 🔑🏠 Our latest podcast episode is here to help you do just that! Join us as we chat with Esther & Ryan from The Leonard Group with EXP realty, specialists in maximizing home sales and running successful Airbnb’s. In this episode, we delve into: 💰 …

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Ep.20- Battling the IRS with Chris Micklatcher 25:14

1y ago25:14

25:14

Nobody likes receiving bills in the mail, but nothing would be worse than a letter from the IRS! Join us as we dive into an exclusive interview with Chris Micklatcher, a lawyer, CPA, and President of Fresh Start Tax Solutions, who shares invaluable insights on tax resolution for individuals and small businesses. In this episode, we explore: 🔍 Who’s…

1
Ep.19- How To Invest Your 401(k) 28:12

1y ago28:12

28:12

📢 Invest in Your Future: Maximize Your 401(k) Potential! 💼💰 Did you know that your 401(k) is one of the most powerful tools for building wealth? Here's why you should make the most of it: 🌱 Start Early, Reap Rewards: The sooner you begin contributing to your 401(k), the longer your investments have to grow. Time is your best friend when it comes to…

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Ep.18- Crushing Debt: Techniques for Paying Off Debt and Achieving Financial Freedom 27:39

1y ago27:39

27:39

Are you tired of the burden of debt weighing you down? Ready to take charge of your financial future? This episode is a must-listen! 🎧 Join me as I explore proven strategies, practical tips, and powerful techniques to tackle debt head-on and pave your way to financial freedom. 💸✨ In this episode, we'll cover: 🔸 The snowball and avalanche methods: T…

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Ep.17- The Heart of Giving 23:44

1y ago23:44

23:44

In this episode, I delve into the incredible impact of giving and explore the profound happiness it brings. But what makes this episode truly special is the personal story I'll be sharing about my son's journey through open-heart surgery. ❤️‍🩹 Through his story, I uncover the incredible resilience and strength that can emerge from adversity, inspir…

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Ep.16- Saving For College 21:35

1y ago21:35

21:35

Are you a parent or guardian concerned about the rising cost of higher education? 📚🎓 We've got you covered! The latest episode of the Wealthy HOMES Podcast dives into the crucial topic of saving for college. 💰✏️ Join me as I discuss the importance of early planning and how saving for college can open doors of opportunity for your child's future. He…

1
Ep.15- Saving Is A Mindset 24:13

1y ago24:13

24:13

Saving money is not just about having a high income, it's also about developing the right mindset and discipline to pay yourself first. Instead of spending all of your money on things that you don't really need, set aside a portion of your income for savings. This could be as little as 10% of your income, or as much as you can afford. By paying you…

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Ep.14- Financial Advisor Mini Series: Part 3- When should you hire a financial advisor? 24:24

1y ago24:24

24:24

Are you looking to gain more insight into the importance of financial advisors and when you should have one? Look no further than the latest episode of the Wealthy HOMES podcast! Tune in to discover why having a financial advisor is important and when it’s the right time to take the plunge. Get ready to learn more about financial planning and the v…

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Ep.13- Financial Advisor Mini Series: Part 2- How does a financial advisor get paid? 28:39

1y ago28:39

28:39

How much you make is a touchy subject. You don’t go around your workplace asking how much you make or how much you’re paid per hour. Or, ask how much your car salesman is making on the car they're selling. The financial industry is different. We have to disclose fees, charges, expenses, revenue sharing, kickbacks, and even different ways we can be …

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Ep.12- Financial Advisor Mini Series: Part 1- What does a Financial Advisor do? 32:28

1y ago32:28

32:28

The financial planning industry can be confusing and often misunderstood. All “financial advisors” are different in how they work, the services they provide, and even how they are compensated. I decided to pull the curtain back and explain the ins and outs of what the day in the life of a financial advisor actually looks like. To do this I put toge…

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Ep.11- Your Credit Matters with Marie Davis (CPCU) 35:03

1y ago35:03

35:03

Your credit score can be a touchy subject. It doesn’t indicate if you’re wealthy, or if you have a high income. A credit score was developed by lenders to assess how risky someone is to lend money to. We all know someone that we wouldn’t lend money to. Whether they haven’t paid you back or you have seen how badly they handle money. Your credit scor…

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Ep.10- Your Estate Plan in 7-Steps with Sandy Derby 31:55

1y ago31:55

31:55

“Estate Planning” is often associated with people who are older in age and people who have significant wealth. But, in reality it should be something on everyone’s radar, especially young families. Sandy Derby, from Preferred Financial Group, joins us in this episode to talk about estate planning and the order you should take when it comes to your …

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Ep.9- Is Your Cash Safe? 11:57

1y ago11:57

11:57

One of the greatest investors of all time has a great quote: “When the tide goes out, you find out who is swimming naked”-Warren Buffet. Well the tide has gone out and Silicon Valley Bank and some others are now naked. The question that a lot of people are wondering is: what happened and is my bank next? To fully understand what happened to SVB, yo…

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Ep.8- New Home Construction with Gavin Homer 22:42

1+ y ago22:42

22:42

Financial advisors are often looked at as the “Quarterback” of someone's financial life. We help create a game plan and then help our clients execute their plan to achieve their goals, whether that’s from a financial perspective, or their life goals. Our job as a quarterback can sometimes be as easy as “passing” a client to a CPA to help them with …

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Ep.7- Retirement Account Progression 21:42

1+ y ago21:42

21:42

One of the most common questions I get as an advisor is “What retirement account(s) should I contribute to?” Walking into a candy store as a kid with a couple dollars was overwhelming. So many options from candy bars to suckers, to gummy candy, to the candy only our parents ate, and even the gumbo jawbreaker. You know nobody made it to the center o…

1
Ep.6- Investing 101 with Pat & James Gilbert 28:47

1+ y ago28:47

28:47

Does understanding retirement make your head spin just from saying “Roth IRA?” Retirement and investments can sometimes be about as clear as mud. That is where we come in! In this episode of the Wealthy HOMES podcast, Pat and James join us to talk about investments and retirement. We break down the differences of IRA’s, having a workplace retiremen…

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Ep.5- Mortgages For Beginners With Kyle McGann 41:38

1+ y ago41:38

41:38

What are odds that you have a podcast about financial planning and get to have your best friend on the show? Or even better yet, he works in financial services and provides a ton of value for the listeners of the Wealthy HOMES podcast. You can say we are lucky to have Kyle McGann from Supreme Lending on the show! We dive deep into mortgages and wha…

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Ep.4- Insurance for Young Families with Ryan Underhill (Farmers Insurance) 24:39

1+ y ago24:39

24:39

In this week’s episode we welcome Ryan Underhill to the show. Ryan's a Farmers Insurance Agent from Marshall, Michigan. I have known Ryan for a couple years now and when I was putting this podcast together I knew Ryan would be great to have on. Not only is he an insurance business owner, but he also prioritizes his family and community. In this wee…

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