The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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McGuireWoods is thrilled to announce the launch of a new podcast hosted by Steve Murphy, chair of the firm’s private wealth services practice group. “Legacy Planning, Once Removed” explores estate planning and provides steps for the management of wealth throughout life and upon death. Steve showcases meaningful ways to pass wealth on to others and accomplish donors’ financial short- and long-term goals. Over the next 25 years, baby boomers will pass an unprecedented $68 trillion to beneficia ...
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Welcome to Wealth Beyond Riches with Abbey Henderson, CFP®, CEO, Wealth Advisor and Coach at Abaris Financial Group. In this podcast, we help generous, fun, and passionate professionals overcome their biggest financial concerns while leveling up their lifestyles based on their values and vision. We do this by exploring 'The Five Levers,' which represent the diverse resources each person possesses throughout their lifetime. These levers encompass finances, health, mindset, relationships, and ...
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Generating multi-6 and multi-7 figures in revenue doesn’t matter if it’s not creating the lifestyle and legacy you want for yourself and your family. On Harmonious Wealth, your host Iyanna Vaughn, fractional CFO and owner of the Lovely Financials Group bookkeeping agency, is breaking online business owners free from chasing every next revenue milestone and instead prioritizing your lifestyle and legacy goals so you can finally have the personal wealth to show for your business success. This ...
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Join me weekly for discussions about Retirement Tax Planning, Guaranteed Lifetime Income plans, ZERO-LOSS Growth Strategies, Legacy Planning, Long Term Care, Roth Conversions, and more. Hosted by Certified Financial Fiduciary®, member of Ed Slott's Elite IRA Advisor Group℠, Founder of Safe Money Retirement®, and the #1 Bestselling Author of Safe Money Retirement: Your Game Plan for Success, Tim Wood. You can get more info and a FREE copy of my book at www.SafeMoneyRetirement.com.
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For most aspiring online entrepreneurs, “making it” means achieving success in your business. But what exactly is business success anyway? And how do outwardly successful online entrepreneurs define "making it"? Here at Mirasee FM, we wanted to find out, so we asked a group of diverse online business owners what success means to them. Their answers and insights surprised, moved, and inspired us. In this podcast, accomplished online entrepreneurs discuss what making it means to them, provide ...
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13X Award Winning show featuring the world’s most impressive emerging and established Wickedly Smart Women, this is the show where we interview women who have left high power corporate jobs or exited their companies because they felt a stronger calling. We love to share the journey of transformation and elevate, celebrate & spotlight the Wickedly Smart Women who are making a massive difference in the world! Listeners who are Wickedly Smart Women "in the making" tune IN to be well fed with dy ...
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Going Rogue Money Ministry | Learn More About Finances, Retire Early, Travel Frequently
Melissa Myers- CFP* Professional & Producer- Holleigh Urbanik
Does thinking about money cause unnecessary stress in your life? Are you tired of feeling anxious, guilty or embarrassed about your financial situation? Has fear of being judged, or perhaps, being taken advantage of, ever held you back from sharing your financial accomplishments? Do you struggle with impostor syndrome and feel like you should know more, do more, or be better with money? Have your financial responsibilities trapped you in your career? Speaking of work, how would it feel to wo ...
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Exit Strategies Radio Show is our way of giving back to the community. We're here to empower you through financial literacy and real estate education. So, if you're out there hustling to make things happen for your family, if you're striving to secure a better future for your children and their children, then this podcast is tailor-made for you. Our host is Corwyn J. Melette, Broker/Owner of EXIT Realty Lowcountry Group in North Charleston, South Carolina. He is passionate about sharing insi ...
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Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all income levels. As a lifelong resident of the Texas Panhandle, Steve has a unique insight into the passions, motivations and concerns of his client. It’s this connection with community — alongside more than three decades of industry experience — that allows Steve and Derrik to create retirement strategies that are as unique as the clients they serve ...
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Hosted by Money Healer, Breakthrough Coach, Group Practice owner, and CEO, Melisa Alaba, “Rich and Worthy” is a podcast for the woman who truly desire to own their lives, be confident in their abilities to create wealth, earn more money, create a business that she loves and create a lasting legacy. Through spiritual, energetic, psychological, and practical solutions Melisa helps women live the life they have always wanted at home, in business, and in relationships. This is the place to be fo ...
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What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date? This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world. For more information visit our website at polarisgreystone.com or reach out to us at podcast@polarisgreystone.com. Disclosu ...
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Looking to finally get your finances in order? Join the others in the Kurrency with Katherine group who are building their financial literacy to in turn increase their financial capability. Hosted by Katherine Chatmon, a paraplanner and financial educator, each episode deep dives into various money and financial literacy topics. Our goal is to educate and empower our listeners to make sound, financial decisions to build generational wealth while on the path to financial peace.
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Why does working together in a family business have to be so darn difficult? Get answers to this and other relevant questions when host, Greg Lewis, interviews prominent local and national family leaders about the challenges of working together in a family business. We'll also talk to top family business experts about relevant topics including business transition and succession planning, communications, family relationships, business culture as well as conflict resolution. For more informati ...
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Join Stanley T. Funches, Certified Financial Planner host of Dads 'N Dollars as he discusses his experiences as both a father and a financial planner. Stanley is the founder of INTELUS Advisory Group, a registered investment adviser firm, dedicated to helping families create and build wealth. With over 20 years as a financial planner Stanley has assisted many clients prepare financially to get to and through retirement. And, as a father of three young adults, Stanley has discussed with clien ...
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Watch now at youtube.com/@LightsCameraConversation or listen on iHeartRadio or your favorite podcast platform! ★ Join entertainment entrepreneurs Walid Chaya and Kavita Raj over a drink on "Lights Camera Conversation," the ultimate Hollywood insider podcast. Discover the glamorous-yet-authentic sides of show business, experience Hollywood special guests, and find inspiration for music, film lovers, and creative professionals alike. Walid Chaya, actor, director, and writer based in Los Angele ...
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What if you decided that mediocre was no longer an option? What if you decided that TODAY is your day to stop waiting for permission to pursue the life of your dreams? This IS your wake-up call to disrupt your default life & get you on the path to Greatness! It is often said that you should be working ON your business, not IN your business. Your money must serve you, not the other way around. If you're enjoying significant success in your current ventures, how about bringing it to the next l ...
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Breaking Chains and Building Dreams (Sandra Johnson)
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From humble beginnings, Sandra Johnson sees education as the pathway out of adversity. With a belief in breaking cycles and aiding others, she, alongside her partner, started a university, embodying her convictions about lifelong learning and community empowerment. In this Part 2 episode (with Part 1 featuring her husband and business partner, Marc…
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My RISA® (Retirement Income Style Awareness®) results and what they mean and how to get yours
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In this week's episode, we'll explore the RISA® (Retirement Income Style Awareness®) assessment and what my results were. What is a Safety-First retirement versus a Probability-Based retirement and which is right for you? Should your retirement income be front-loaded or back-loaded? Should you continue to accumulate in retirement or concentrate on …
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Choosing a Financial Advisor: The Must-Haves and Considerations (Ep. 11)
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Choosing an advisor who not only understands your financial goals but also resonates with your personal values is extremely important. In order to achieve that we need to know what qualities a financial advisor should possess in order for us to fully benefit from their services. This time on the Wealth Beyond Riches Podcast, Abbey Henderson, CFP® ,…
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5: From 30% to 72% Profit with 6-Figure Owner’s Pay and Maxed Out Retirement with Nagina Abdullah
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Have you been unable to pay yourself well and consistently, and now you're feeling a little bit resentful of your business? Nagina, one of our longtime bookkeeping clients, was experiencing this too. Before working with us, she was frantic about money and making over 6-figures but only taking home 30%. As an online health coach, wife, mother of two…
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15. How to Release & Let Go, to Grow w/ the Authentic, Unapologetic, Dr. Lisa Campbell®
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Have you read Atomic Habits? How has that book impacted your finances? Do you use Sunny Day Funds? Would you like to learn more about finances? Join is in Passport to Financial Freedom, Group Course launching SOON Email: sunkissedandblessed@gmail.com with the subject line: Passport to get more information! Skip the email & connect with Melissa and …
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Marketing Your Business Through Quality Delivery—with Joanna Lindenbaum- EP270
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Are you spending more time than you’d like marketing your business? As entrepreneurs, it’s easy to get caught up in learning the latest marketing strategies and lose sight of why we started our venture in the first place. But if your clients aren’t re-signing or sending referrals your way, your marketing efforts are unsustainable. Joanna Lindenbaum…
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Passing Down the “Family Cottage” or Other Legacy Property
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As we have discussed on this podcast, legacy planning is not just about transferring money. It’s also about transferring values and relationships. And often the transfer of specific property goes hand-in-hand with the fostering of those values and relationships. To this end, many clients hope to pass along a family vacation home, farm or other gath…
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Retire Texas Style: Building Your Financial Legacy
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In this episode, Steve and Derrick delve into the importance of meticulous planning, tax strategies, and risk assessment to ensure a smooth transition into retirement. Learn how to create a sturdy income plan that lasts through retirement and discover strategies for managing financial risks effectively. From navigating Social Security to mitigating…
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EP 136: Overcome Real Estate Misinformation with Clarice Brown
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Are you feeling overwhelmed by misinformation in the real estate market? Join us as we dive into navigating the challenges facing buyers and agents in today's dynamic real estate market for our second Resident Expert Episode. Meet Clarice Brown, a new agent with Exit Realty Lowcountry Group as she shares the ever-changing nature of interest rates, …
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What can you do to get to the MAGIC NUMBER for retirement today?
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In this week's episode, we'll discuss what the "magic number" is for 2024 to retire comfortably. What do you NEED for income? Where does happiness come from in retirement? How can you plan for what your 401(k) or IRA will "buy" for you in retirement? How is it possible to offset inflation in the future? Isn't it time to get answers to the tough ret…
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4: How to Increase Profit Margins as a Coach or Service Provider
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Do you keep seeing dwindling profits in your business, even though you're growing in revenue every single year? Increasing your profit is not only about creating a healthy and stable business, but it's through your profit margins that you’re able to pay yourself more and support your immediate lifestyle goals and your long-term legacy. In this epis…
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14. #1 Way to Choose the Best Medication for You. Dr. Ina Liko, Director of Clinical Pharmacogenomics Operations at RxGenomix Writes the Script on: Pharmacogenomics
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Ready to feel financially confident? Let's have a conversation: https://calendly.com/melissamyers/welcome What's your favorite pizza!? What does that have to do with Dr. Ina Liko? Dive deep with us as she dishes out the deets for us. Welcome! Dr. Ina Liko received her Doctor of Pharmacy degree at the University of Illinois at Chicago where she was …
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Build Better Relationships with Unshakable Boundaries—with Stephanie Jordan- EP269
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Do you have trouble setting boundaries? Stephanie Jordan likens boundaries to building a backyard fence around your heart. And you get to choose who has access and at what level. So, how do you establish healthy boundaries and communicate them to the people in your life? Stephanie is a teacher, speaker and author of Believing in Boundaries and The …
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Don't Delay Your Dreams: Plan for Retirement Today!
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Are you approaching retirement and feeling overwhelmed by the financial planning process? On todays episode we will discuss... The importance of acknowledging and managing your emotions when planning for retirement. How to create a realistic budget that considers future expenses, including potential assistance for your children. Why having a consis…
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EP 135: Unlock the Secrets to Real Estate Wealth with Brett Riggins
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Ever wondered how to sprinkle a little magic fairy dust over your real estate investments? Join us on Exit Strategies Radio Show as host Corwyn J. Melette unveils the secrets of wealth building with special guest Brett Riggins. Brett Riggins, founder of Physician Wealth Systems, a seasoned expert in construction, design, and real estate shares his …
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Saving Lives and Sharing Knowledge (Marco Johnson)
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Welcome to Making It! This weekly show explores the lives and stories of entrepreneurs as they share their unique perspectives on their success and the path to making it. Marco Johnson is a former NFL player, former Los Angeles firefighter and paramedic, co-founder of The University of Antelope Valley, and co-founder of Accreditation Advisors Group…
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Building a Better World: Philanthropy in Action with Jay Kim (Ep. 10)
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Are you ready to explore the world of philanthropy and make a positive impact on your community? In this episode of Wealth Beyond Riches, Abbey Henderson, CFP®, CEO Wealth Advisor & Coach, dives into the power of philanthropy with Jay Kim, Executive Director at the Community Foundation for MetroWest. Discover how you can align your values with your…
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The 4 steps to take to "Spring Clean" your retirement plan
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In this week's episode, we'll explore what steps to take annually to give your accounts a good "Spring Cleaning." What does a big-picture view of retirement look like? How much of your retirement accounts should be protected from market events depending on your age? Do you know what your fees are? Are you sure your estate plan and beneficiary elect…
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3: Why You Know How to Make Money but Can’t Keep It
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As a successful online business owner, you might have imagined that once you started making 6-figures, multiple 6-figures, or even 7-figures in your business, you would simply know how to manage your money. But here you are, with a multi-6 or even 7-figure business and you still feel like you have just enough to get by. That’s because making more m…
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13.Break Out of Your Comfort Zone with Massage Therapist, Goddess Wendy Coon
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Let's Chat! https://calendly.com/melissamyers/welcome Hop on our email list: sunkissedandblessed@gmail.com Tips & Tricks: https://linktr.ee/melissamyersgroup Goddess Wendy, a renegade in the massage world, joins us today! With over 28 years of experience, Wendy brings a unique blend of massage therapy, holistic healing, and a passion for financial …
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Stepping Into Your WILD—with Dr. Jenny Nuccio- EP268
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What is your WILD? Are you honoring it? It can be challenging to get out of the boxes the world puts us in, but what if we could? What if we pushed into our WILD and started radiating everything we are meant to be? Dr. Jenny Nuccio is Founder and CEO of Imani Collective, an organization that combines the dual power of a social enterprise with a non…
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Our guest today is Trudy Cathy White. Trudy is the youngest child and only daughter of Chick-fil-A founder Truett and Jeannette Cathy. Like her father, she is a beloved leader, communicator, and entrepreneur. Trudy and her husband, John, served in international missions for 20 years with the International Mission Board (IMB). Upon completing their …
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Maximizing Wealth: The Power of Deferred Tax Strategies with Shawn O'Keefe
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Steve is joined with special guest Shawn O'Keefe, and they explore a crucial tax strategy for maximizing wealth. Discover how this unique approach allows sellers of highly appreciated assets to defer capital gains taxes, keeping more money working for them. Whether you're a small business owner, entrepreneur, or investor, this strategy offers a gam…
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Many clients like the idea of helping a child, grandchild or other beneficiary with the purchase of a home to give the person a “head start” and a sense of independence. But this kind of transfer can have unanticipated, adverse consequences. This episode explores options and best practices for structuring transfers from a tax and non-tax perspectiv…
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EP 134: Empowering Landlords and Tenants through Rent App Solution with Andrew Borovsky
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Are you struggling to efficiently collect rent payments or build your credit as a tenant? Andrew Borovsky, CEO at Visible, Rent App, joined the show to discuss how his company is streamlining the rental process. With over 20 years of experience in technology and a track record of success in fintech, Andrew brings expertise and innovation to the tab…
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How can you KNOW that you will have enough income in retirement? For as long as your retirement lasts...
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In this week's episode, we'll discuss a few do's and don'ts for making a solid income plan in retirement. When should you start to take your Social Security payments? How can you combat inflation? How can you plan for the tax implications for the income you will take in the future? Should RMDs be a part of the plan? Isn't it time to get answers to …
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2: Three Reasons You Don't Have Cash on Hand Even Though You Have a Multi-6 Figure Business
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Are you currently making multi-six figures in your business but seem to never have the cash in your business bank account to show for it? You realize you’re great making money, but you seem to know even better how to spend it. But, now that you’re scaling, can’t tell what money coming in is truly “spendable” and what you need to save for taxes, wha…
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12. Ask Dr. Pamela (Wong) Wiltfang: Can minimalist living truly lead to a better financial wellbeing?
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Let's have a conversation: https://calendly.com/melissamyers/welcome Pop in to our email list: sunkissedandblessed@gmail.com Purchase Going Rogue! https://goingrogue.askmelissamyers.com/ Dr. Pamela (Wong) Wiltfang graduated with a Doctor of Pharmacy and Masters in Public Health from the University of Iowa in 2012. She's been in clinical pharmacy pr…
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Speaking What You Want Into Reality—with Yun Rhee- EP267
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Most of us understand the concept of speaking what we want into reality. But if we don’t take the next steps of believing that it’s possible for us, knowing we deserve it, and embodying our power as conscious creators, the law of attraction simply won’t work. So, how do we embrace the idea that our dreams are within reach and take action to make th…
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Mastering Retirement: Navigating Taxes & Strategic Financial Planning
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Discover the importance of having a solid tax strategy in retirement, as Steve and Derrick discuss the significant impact taxes can have on your retirement income. Learn why merely having financial assets isn't enough and how a comprehensive tax plan can optimize your financial future. Delve into practical steps to develop a customized tax plan tai…
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EP133: The Key to Making More Money and Become Worth More with Zach Oehlman
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Have you ever considered that the key to wealth might not just be about making money, but also about learning how to become worth more? This week’s guest is Zach Oehlman, founder of Learn and Grow Rich discusses the importance of financial literacy, real estate education, and personal development. Zach shares his transformative journey from growing…
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From Blueprint to Reality: The Construction Financing Process
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Are you interested in learning more about building your dream home and all that it entails? On this episode, host Kelly Mould is joined by Lauren Fellows, Vice President and Construction Financing Specialist, and Zach Knudsen, Managing Partner of Next Generation, a leading builder and general contractor. They delve into the differences between buil…
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Letting Go of “Egometrics” (Tanya Alvarez)
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Welcome to Making It! This weekly show explores the lives and stories of entrepreneurs as they share their unique perspectives on their success and the path to making it. Tanya Alvarez is the founder of OwnersUP, a highly select community of small business owners who want to optimize their business for profit and impact. “Early on, in my twenties, …
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How can you KNOW you have the best advisor for your specific situation
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In this week's episode, we'll explore how someone can KNOW they have the best advisor for them. Can another advisor show you things that your current advisor can't? Is your current advisor a specialist in your specific situation? Are all those professional designations really important? Isn't it time to get answers to the tough retirement questions…
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Building a Financially Resilient Family by Preparing for the Unexpected (Ep. 9)
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How can you prepare your partner for financial crises before it's too late? Learn the most crucial aspects today! This week, Abbey Henderson, CEO, Wealth Advisor & Coach, shares key insights on preparing your partner and family for financial challenges. It is important for each member of a family to know what is expected of them if the unexpected s…
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1: Revenue Generated Doesn't Matter Without the Personal Wealth or Legacy to Show For It
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Hitting 6- or 7-figure revenue goals means nothing if you don’t have the personal wealth and legacy to show for it. There’s way too much emphasis on revenue in the online business world and it leaves us chasing ever next revenue milestone, burning out to try to make more money, when really what you need is for your revenue to meet your lifestyle an…
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11. Mel & Holl: Shut out the noise; Keep the faith; He provides! What is God teaching you in this season?
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AMPLIFY Mastermind Program *NOW Open! Hosted by Melissa Myers email: sunkissedandblessed@gmail.com Subject: AMP Let's chat about joining our Exclusive Mastermind Program for High Caliber Women! Phil 4:6-7 In everything, seek God first. Melissa Myers and Holleigh Urbanik go rogue and chat about their faith. They both value Faith as one of their core…
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Grief Education for the Workplace—with Suzanne Jabour- EP266
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When Suzanne Jabour’s 22-year-old son lost his battle with depression, she became a student of grief. She wanted to understand the process well enough to grieve healthfully herself and support others who were grieving Ben’s loss as well. Suzanne eventually became a certified Grief Educator and Transformational Coach, leveraging her decades of exper…
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Learn why understanding your retirement income potential is crucial for living your best life post-retirement. Explore heartwarming stories of clients who have embraced their golden years with joy and fulfillment, debunking the myth of dwindling opportunities in retirement. Gain valuable tips on crafting a retirement plan that aligns with your goal…
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The Step-Transaction Doctrine and the Case of Smaldino
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Because each donor is treated as a separate party for tax and other purposes, donors often involve others in making gifts. For example, a donor might transfer assets to his or her spouse, so the spouse actually makes the gift for tax purposes. These transfers might be especially important, given the possible “sunset” of current gift, estate and GST…
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EP 132: Unlock Homeownership with the 2024 Palmetto Heroes Program with Claude Spurlock
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Are you ready to turn your dream of owning a home in South Carolina into a reality? Discover how SC Housing's Homebuyer Program can make it happen! Host Corwyn J. Melette welcomes back recurring guest Claude Spurlock, the Business Development Manager for SC Housing to discuss the many homebuyer programs and downpayment assistance options available …
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10. Must Love Tonya: Certified Pet Food Nutrition Specialist, Owner of Must Love Dogs Boutique, Dishes Out How to Help Dogs Live THEIR Ideal Lifestyle
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*Starting SOON* Amplify Mastermind Program: Melissa developed and created this program uniquely for those that are curious to brainstorm ideas, collaborate, and celebrate together to learn how to better lead in your purpose. Email sunkissedandblessed@gmail.com Subject: AMP Ready to feel good about your finances? Let's chat! https://calendly.com/mel…
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The Blueprint for a Happy, Healthy Relationship—with Christina Morelli- EP265
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According to the Harvard Study of Adult Development, there is a strong correlation between healthy relationships and happiness. But what if your current relationships aren’t making you happy? How do you know when a relationship can be repaired and when to walk away? Christina Morelli is the Relationship Communication Coach behind Christina Morelli …
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Our guest today is Dr. Julia DiGangi. Dr. DiGangi is a Neuropsychologist, author, speaker, and Founder of NeuroHealth Partners. On today’s podcast she will show us how to harness the power of the brain to lead more satisfying and emotionally intelligent lives at home and in our family business. In this episode of Family Business Today, you will lea…
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Jeff Bezos Tax Strategy: Navigating Retirement Taxes & Inflation
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Discover actionable insights to safeguard your wealth against inflationary pressures and market uncertainties, as Steve and Derrick provide expert guidance on building a comprehensive retirement income plan. From Roth conversions to diversification strategies, learn how to maximize income streams and mitigate risks in an evolving financial landscap…
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EP 131: Unveiling the Secrets of Tax Lien Investing with Cynthia Spirlin
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Curious about how tax lien investing can pave the way to financial freedom while minimizing risks? Cynthia Spirlin, hailing from sunny Southern California, shares her journey from early exposure to real estate to her transition into tax lien investing. With a background in law and a passion for creative real estate, Cynthia found her niche in tax l…
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Welcome to Making It! This weekly show explores the lives and stories of entrepreneurs as they share their unique perspectives on their success and the path to making it. Dr. Irena O'Brien is the founder of Neuroscience School, which helps coaches and care professionals achieve better results for their clients through neuroscience. Early in life, D…
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When does -30=+42? What is the PURPOSE of your retirement savings?
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In this week's episode, we'll discuss how taking withdrawals from your 401(k) before you get to retirement will affect you. When does minus 30 equal plus 42? What are you going to do with the money you've saved for retirement? What is the PURPOSE of that money? Isn't it time to get answers to the tough retirement questions now? Join Certified Finan…
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Teaching Kids About Money and Financial Responsibility (Ep. 8)
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Financial literacy is a crucial skill that empowers individuals to make informed and effective decisions with their financial resources. Instilling this knowledge from a young age not only prepares children for the complexities of economic life but also lays the foundation for a future of financial independence and security. In this episode, Abbey …
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9. Trailblazer, Donna Cates, CDFA® CRPC® Dives Deep into Divorce Done Right. "A Man is Not a Financial Plan"
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Let's Have a Conversation: https://calendly.com/melissamyers/welcome Send Us An Email: sunkissedandblessed@gmail.com Tools & Resources: https://linktr.ee/melissamyersgroup Grab a Copy of Going Rogue! https://goingrogue.askmelissamyers.com/ We are all about collaboration over competition on the Going Rogue Money Ministry Podcast. Did you know that M…
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