show episodes
 
Artwork
 
This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for edu ...
  continue reading
 
Artwork

1
NerdWallet's Smart Money Podcast

NerdWallet Personal Finance

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
  continue reading
 
Artwork
 
Start your day with a sip of success, a quick, actionable tip to boost your financial knowledge and set yourself up for success. Hosted by Rosha from Roshed Coaching, with nearly two decades of experience in finance, an MBA in marketing, and certification as a business coach and consultant, each one-minute episode delivers bite-sized insights on money management, finance, marketing strategies, and mindset development. Perfect for enhancing your financial literacy, growing your business, and ...
  continue reading
 
Financially Speaking – Your Guide to Financial Freedom Join Greg and Rachel as we navigate the world of personal finance, investing, and wealth-building—one real conversation at a time. We’re on a mission to achieve financial freedom, and we’re bringing you along for the journey. From real estate and side hustles to smart money habits and the mindset shifts that make all the difference, we break down practical strategies to help you take control of your finances and build the life you want. ...
  continue reading
 
Artwork

1
Money with Monika

Mint - HT Smartcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Money with Monika is a weekly personal finance show that answers your queries on all investment matters. Monika Halan, Consulting Editor of Mint and author of Let’s Talk Money, takes you through the various avenues of savings open to you - deposits, stocks, bonds, mutual funds, insurance and pension funds. This is a Mint production, brought to you by HT Smartcast.
  continue reading
 
The Boosting Your Financial IQ podcast simplifies financial and accounting concepts to help you understand how money works and how to create more value. Hosted by Steve Coughran, founder of Coltivar and an expert in finance, strategy, and operations, this podcast provides real-world examples, stories, and tips to enhance your financial literacy. Whether you’re new to finance or an experienced business owner, Steve’s insights will help you identify value drivers and improve financial performa ...
  continue reading
 
Artwork

1
20/20 MONEY

Adam Cmejla

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
  continue reading
 
Artwork

1
The Mind Money Spectrum Podcast

Aaron Agte and Trishul Patel

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
  continue reading
 
Welcome to The T.I.M.E Blueprint with Frank Oliver of Oliver Asset Management. On this show, we break down Taxes, Income, Money, and Estate Planning, giving you the tools to make informed financial decisions and aim for better retirement outcomes. Your host is financial advisor Frank Oliver, the president and founder of Oliver Asset Management. He’s the author of “Your T.I.M.E is Now”, sharing the essentials you need to know to craft a comprehensive and customized retirement plan. Based in L ...
  continue reading
 
Artwork

1
Financially Free Physicians

Sim Terwilliger, CFP®, CSLP®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Join host Sim Terwilliger, CFP®, CSLP®, on a transformative journey for physicians ready to take charge of their financial futures—no prescription needed! Each episode tackles the unique challenges and opportunities of a medical career, offering actionable strategies to boost your financial well-being, all while being mindful of student loans (which can feel like a bad case of indigestion). From navigating student loans to making smart investments, we explore everything from PSLF to practice ...
  continue reading
 
Artwork

1
Find Your Balance

US Eagle Federal Credit Union

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Find Your Balance is a podcast about making smart money moves, hosted by US Eagle Federal Credit Union. We cover all topics that can contribute to better financial wellbeing.
  continue reading
 
Artwork

1
Friends With Money

Money Magazine

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
We all have questions about money; how to earn it, how to spend it, and the best ways to invest so we can watch it grow. The Friends With Money podcast, created by Money Magazine (Australia’s longest-running and most-read personal finance magazine), shares its extensive network of finance experts, in-depth knowledge of markets and timely advice to help you understand the world of money. Hosted by senior writer, Tom Watson, and editor-in-chief, Michelle Baltazar, Friends With Money is a weekl ...
  continue reading
 
On the House: The household management science insights podcast, is a podcast from LMSL all about helping you or a friend – talking about anyone really- with no skill to develop their skills and confidence to build a healthy home lifestyle! We talk about the freedom of living alone, how not to poison yourself. We even talk about laundry! Each topic addresses an element from the comprehensive framework of several domains and elements created by the Center for Household Management Science.
  continue reading
 
Pat Flynn from The Smart Passive Income Blog reveals all of his online business and blogging strategies, income sources and killer marketing tips and tricks so you can be ahead of the curve with your online business or blog. Discover how you can create multiple passive income streams that work for you so that you can have the time and freedom to do what you love, whether it's traveling the world, or just living comfortably at home. Since 2008, he's been supporting his family with his many on ...
  continue reading
 
Artwork

1
Entrepreneurs on Fire

John Lee Dumas of EOFire

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily
 
An award winning daily podcast, John Lee Dumas interviews the most successful and inspiring Entrepreneurs 7-days a week to bring you the top business strategies. Entrepreneurs On Fire has over 175 million listens and 4500+ episodes. JLD has turned Entrepreneurs On Fire into a media empire that has generated over 7-figures of NET annual revenue 12-years running. For all the resources, visit EOFire.com.
  continue reading
 
Beyond The Financial Matrix is here to help you be free by understanding the rules of the financial game so you can challenge conventional thinking, make smart financial decisions aligned with your values and manifest the life you desire. With engaging discussions, expert insights, and practical advice, this podcast will empower you to take control of your finances, break free from the status quo, and confidently navigate your unique path to a secure and fulfilling financial future. Embark o ...
  continue reading
 
Artwork

1
BT Money Hacks

The Business Times

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Every Monday, The Business Times breaks down useful personal financial tips with expert guests. Hosted by Howie Lim. Produced by BT Podcasts, The Business Times, SPH Media.
  continue reading
 
Artwork

1
If/Then

Stanford GSB

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
How do we lead with purpose, make better decisions, and navigate an uncertain future? On If/Then, Stanford GSB faculty break down cutting-edge research on leadership, strategy, and more, exploring enduring questions and the forces reshaping business and society today, from AI to geopolitics. Hosted by senior editor Kevin Cool.
  continue reading
 
This podcast gives you a smart, cool headed and down to earth wrap on the latest finance and investing news from Australia & around the world. Investing legends Scott Phillips and Andrew Page walk you through what’s really going on and what you need to know to make great financial decisions. Subscribe to get your regular fix of BS-free money advice. Sign up for the newsletter at fool.com.au/LiSTNR For more episodes download the free LiSTNR app
  continue reading
 
Artwork

1
Investing With IBD

Investor's Business Daily

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Welcome to Investing With IBD, a weekly podcast for investors who want to sharpen their trading skills, learn how to make more money and take control over their investment success. From insights into stock market trends, timeless investing tips and fundamental and technical analysis of top stocks using stock charts, this is where you’ll find the expert guidance you need to maximize your gains and minimize your losses. New episode every Thursday.
  continue reading
 
Artwork
 
If your family makes good money, but it just doesn’t feel like it, Debt Free Momentum for High Achievers is for you! In fact, 8 million people earning over 6-figures are living paycheck-to-paycheck and it’s time we changed that for you. This podcast is for you if are asking... > How to stop overspending > How high earners can get out of debt > How to do budgeting for high income earners Hi! I’m Shanalei, a budgeting coach who specializes in strategic money methods to break free from debt and ...
  continue reading
 
Are you a full-time mom and/or caregiver drowning in debt? Do you feel overwhelmed by paying bills on time, daily grocery shopping, and constantly running low on gas? Are you missing out on your life, continuing to drown in debt? Do you wish you had the step-by-step guidance to attain your desired financial stability? Would you like to invest more and spend less? Are you ready to start living your dream with peace and confidence, and do things that bring you joy while caring for your loved o ...
  continue reading
 
Artwork

1
Smart Friends

Eric Jorgenson

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
Casual conversations with founders, technologists, investors, and artists about building a brighter future, together. Welcome to our digital living room. With science, technology and entrepreneurship we can *continue* to create unfathomable leaps in quality of life. We show you how to find, apply, build, and invest in technologies to change your life and the world. When we have smart friends, we do smart things. When we do smart things, we save the world. No matter who, where, or when you ar ...
  continue reading
 
Artwork

1
Your Money. Your Mission.

Johnson Financial Group

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
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 ...
  continue reading
 
Artwork

1
Cortburg Speaks Retirement

Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
Tune in every Wednesday to "Cortburg Speaks Retirement," your go-to podcast for the latest insights on investing, financial planning, and retirement strategies! Join Certified Retirement Counselor, Miguel Gonzalez, as he delves into timely investment topics, offers expert advice on money management, and addresses common concerns about navigating the stock market.
  continue reading
 
Ahoy there, wealth seekers! I'm your captain on this thrilling voyage through the uncharted waters of wealth creation, personal finance mastery, and transformative investing – Derek, host of "Wealth Whisper." Forget confusing charts and dry financial lingo; this podcast is your treasure map to a future overflowing with gold. Each episode is a treasure chest brimming with: Budgeting booty: Uncover hidden treasure in your daily expenses and unleash the power of strategic saving. Wealth-buildin ...
  continue reading
 
Artwork

1
The Action Catalyst

Southwestern Family of Podcasts

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly+
 
The Action Catalyst interviews top leaders and achievers, sharing hard-earned tips and advice to help you uncover your inspiration and gain valuable insights to overcome setbacks, defeat mediocrity, and reach your goals in life, business, and beyond. Southwestern/Great American, Inc., dba Southwestern Family of Companies, for itself and its related entities and their assigns, reserves and retains all rights to their copyrighted materials and trademarks contained in this podcast.
  continue reading
 
Artwork
 
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
  continue reading
 
The FAM Podcast: Balancing Wealth and Wellness. Welcome to Finance and mental health podcast also known as "The FAM Podcast", where financial wisdom meets mental wellness! Join host Braimoh Umoru as he delves into the intricate world of personal finance, guiding you on a journey to financial freedom and well-being. In each episode, we unravel the secrets of smart money management, discuss practical tips for living a debt-free life, and explore wealth creation strategies that empower you to a ...
  continue reading
 
Artwork
 
ETFs (exchange-traded funds) are one of the fastest growing trends in investing and now ETF Edge has you covered. Each week, CNBC hosts top market participants offering educational and actionable advice to help you build your best portfolio. And, at the end of each episode, stick around for our 'Markets 102' segment where we round out the conversation with some thoughtful, in-depth analysis and perspective to help you better understand ETFs, and put it in the context of today's markets.
  continue reading
 
Discussing money can be emotionally charged, but not here on the Pete the Planner® Show where Personal Finance Expert, former comedian, and author Peter Dunn breaks down personal finance with humor, practical advice, and real-life scenarios to help you make smarter money moves. Pete and his co-hosts Kristen and Damian lead a guilt-free discussion of budgeting, investing, retirement planning, and any number of other topics meant to help you thrive in the present and future. Part of the IBJ Me ...
  continue reading
 
Artwork

1
A Wiser Retirement®

Wiser Wealth Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Weekly
 
From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
  continue reading
 
Artwork

1
The Policy Project

Mint - HT Smartcast

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly+
 
Policybazaar UAE invites you to be part of ‘The Policy Project’, a captivating podcast series that explores the influence of finance and insurance on our day-to-day lives. Our mission is to provide our listeners with the information they need to make educated decisions and remain abreast of the ever-evolving banking and insurance market. Whether you’re a student, a working professional, or someone who’s simply intrigued by the industry, there’s something here for everyone. Tune in to join ou ...
  continue reading
 
Artwork
 
Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments - empowering you to take control of your financial future.
  continue reading
 
Transform your family’s finances with the Beyond Budgets® podcast. Host Deb Meyer, CFP®, award-winning author of Redefining Family Wealth and mom of 3, empowers parents to save diligently, invest wisely, and contribute generously. We delve beyond budgeting tools into values-based financial planning, marriage and money, college saving plans, investment strategies, tax-saving secrets, insurance essentials, and more. Tune in biweekly on Thursdays for solo episodes and enlightening expert interv ...
  continue reading
 
Tune in to the Real Estate Investor Podcast for best in class investing practices from real estate experts! Your host, Gary Lipsky, has more than 30 years of operations and management experience and over 20 years in real estate investing worth over $1/4 Billion. He talks to leading experts to discuss a wide range of subjects to educate investors on how to build legacy wealth and positively impact communities.
  continue reading
 
Artwork
 
Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of ex ...
  continue reading
 
Artwork

1
Dr. Sev Talks Money

Severine Bryan, DBA, AFC®

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Monthly
 
The Dr. Sev Talks Money podcast's mission is to empower women to approach money confidently, reframe their financial habits, and build a future where their money is a tool for opportunity and security. Through Dr. Sev Talks Money YouTube channel and Podcast, I provide actionable advice and inspiration to help you achieve financial freedom. Website: https://www.sevtalksmoney.com/ YouTube: https://www.youtube.com/c/DrSeverineBryan--SevTalksMoney LinkedIn: https://www.linkedin.com/in/severinebryan/
  continue reading
 
Artwork

1
Here Comes The Money

SmartMoney Wealth Management

icon
Unsubscribe
icon
icon
Unsubscribe
icon
Daily+
 
We all want to be smarter with our money, but with all the noise and abundance of mixed information out there most people often become overwhelmed with where to start. As a result, most people choose to do… nothing! In this podcast, Peter and Hovig, share practical, no-BS tips and strategies to help you make smart decisions about your personal finance and investing in Australia. Each week we will explore current topics, answer our listeners questions, and guide you through how to confidently ...
  continue reading
 
Loading …
show series
 
This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market - Meet Paul S. Stanley Managing Partner At Granite Bay Wealth Management Guest: Paul S. Stanley, CFP®, CPM® Managing Partner At Granite Bay Wealth Management $450M AUM Website: https://granitebaywm.com/ Bio: Paul graduated from Bentley College with a Bachelor’s in Economic…
  continue reading
 
SHOW NOTES: In today’s episode, we’re breaking down five practical steps you can start using right now to create a powerful morning routine that sets the tone for a peaceful, productive, and intentional day. Whether you're managing a busy home, work schedule, or caregiving, these habits will help you move from chaos to clarity—one morning at a time…
  continue reading
 
Reset your vacation budget and learn about the real work it takes to manage a rental property as a new or aspiring landlord. How can you get back on budget after overspending on vacation? What should you know before turning a home into a rental property? Hosts Sean Pyles and Elizabeth Ayoola discuss navigating the financial aftermath of travel and …
  continue reading
 
Market volatility has a way of shaking confidence. It's easy to feel uncertain, but reacting without a plan could do more harm than the drop itself. In this special mailbag episode, Frank tackles timely listener questions about navigating today’s uncertain market. Here’s what we discuss in this episode: 🧭 Why “stay the course” only works if you hav…
  continue reading
 
May retail sales look stronger than headlines show After seeing headlines from several media outlets, I was worried May retail sales were slowing to a problem point, but I would say they actually looked quite strong. Compared to April, sales did fall 0.9%, which was larger than expectations for a 0.6% decline. It’s important to point out though tha…
  continue reading
 
Summer break is here—which means your kids are home, your fridge is empty, and your wallet is… nervous. In this episode, Pete, Kristen, and Dame explore whether the old rules of teaching kids about money still hold up, or if today’s world demands something new. From toddler toy budgets to teen summer job paychecks, we break down how to raise money-…
  continue reading
 
There are countless strategies to build wealth – but what if the key to lasting success lies in the energy behind those strategies? In this episode of The Agent of Wealth Podcast, host Marc Bautis sits down with Egle Aleknaviciute to explore how aligning mindset, emotion and energy can create meaningful financial transformation. Egle is a business …
  continue reading
 
Self-doubt isn’t a sign you’re not ready—it’s a sign you’re growing. Research shows imposter syndrome often shows up in high achievers who hold themselves to high standards. If you’re second-guessing your next step, it doesn’t mean you’re unqualified—it means you’re stretching beyond your comfort zone. Confidence doesn’t come first. Courage does. T…
  continue reading
 
From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Mark Davis is an American director at AbundanceInternational.org, a US non-profit, bring life-giving ai…
  continue reading
 
With rising debt, shifting prices, and mounting investor uncertainty, what’s really going on in the US economy? In this episode, real estate expert Kathy Fettke joins us to break down key trends shaping the housing and rental markets today. From the rise in multi-family loan delinquency to the surprising stability in home defaults, Kathy explains w…
  continue reading
 
In this episode of Multiple Perspectives, host David Lofgren speaks with Barbara Friedberg, an experienced portfolio manager and investment educator, about her personal strategies for building a resilient investment portfolio. Drawing on her decades of experience, Barbara outlines her preference for passive over active investing, advocates for low-…
  continue reading
 
Long-term change isn’t just about behavior—it’s about identity. Research shows that habits are more likely to stick when they align with how you see yourself. Instead of saying, “I want to get better at marketing,” say, “I’m someone who builds marketing mastery every day.” When your actions reinforce your identity, change becomes natural and lastin…
  continue reading
 
SHOW NOTES: In this milestone 100th episode, we’re celebrating YOU and the incredible journey we’ve been on together. I’m reflecting on how podcasting has not only changed my mindset but also helped me improve my own finances. Plus, I’m sharing some exciting news—a special 50% off discount on the course that’s designed to help you transform your li…
  continue reading
 
Trusts are often touted as smart estate planning tools, but could they actually reduce taxes for your heirs? In this listener mailbag episode, Frank responds to a question from Roger, who asks whether setting up a trust could help his children save on taxes when inheriting investment accounts. Here’s what we discuss in this episode: 🤔Why many trust…
  continue reading
 
Drew Davis has cerebral palsy, he turned his passion for hot sauce into Crippling Hot Sauce at just 16. What started as a school project became a thriving business, selling over 500,000 bottles in its first year. A portion of sales supports cerebral palsy research, we're proving that IMPOSSIBLE IS NOTHING. Top 3 Value Bombs 1. Humor and hustle are …
  continue reading
 
Learn whether you’re saving enough money in 2025. Then, learn where to keep conservatorship funds to safely earn interest. What is the average American saving in 2025? Where can you keep conservatorship funds to earn interest? Hosts Sean Pyles and Elizabeth Ayoola tackle a listener’s question about how to grow savings when managing a conservatorshi…
  continue reading
 
What does it look like to steward your business and family with intentionality, especially when it's time to plan an exit? Entrepreneur and author Justin Goodbread joins host Deb Meyer to talk candidly about sacrifice, scaling, and what too many business owners get wrong when it's time to let go. Whether you’re years away from selling or just start…
  continue reading
 
When a potential secular bull market seems here to stay, but headline risks abound, let experience be your guide. Ralph Acampora, CMT and co-founder of the CMT Association and Jay Woods, chief global strategist at Freedom Capital Markets, join a special double feature of Investor's Business Daily's “Investing with IBD” podcast. Learn more about you…
  continue reading
 
On this episode of The Dentist Money Show, dive in with Matt, Taylor, and Will as they break down the risks of applying general financial advice to highly specific situations–especially for dentists. Context matters when listening to advice, tips, and tricks given out on social media and playing the long game is especially important. Tune in to hea…
  continue reading
 
We don’t often think about what happens if illness or tragedy strikes—until it does. And understanding what people are actually claiming for when it comes to life and critical illness insurance? That’s where awareness turns into action. In the latest episode of The Policy Project Podcast, which features Atul Kathuria, Business Head, Life Insurance …
  continue reading
 
Think you’re behind on retirement savings in your 50s? It’s not too late. In this week’s episode, Miguel Gonzalez breaks down smart strategies to catch up and build a solid financial future—starting now. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your firs…
  continue reading
 
Your brain is wired to follow repetition. The more often you say something, the more your brain accepts it as truth. This isn’t mindset fluff—it’s neuroscience. Saying “I’m bad with money” reinforces that belief in your neural pathways. To change your behavior, start by changing your language. Try: “I’m learning to manage money well.” Your words sh…
  continue reading
 
Mindy Gibbins-Klein supports entrepreneurs to write great books and become thoughtful leaders. Author of 15 books, she’s delivered two TEDx talks and coached 50,000 plus leaders in 18 countries. Top 3 Value Bombs 1. True leadership requires not just thinking, but thoughtful thinking - with intention and care for the audience. 2. Time for reflection…
  continue reading
 
#875 Your first sale isn’t just about making money—it's about unlocking a whole new level of confidence. With proof that someone is willing to buy from you, everything changes! In this episode, I share something brand new at SPI. The First Dollar Formula is our streamlined method to help you start making sales fast. We’ve stripped away the noise, c…
  continue reading
 
From finding unclaimed money to benefiting from financial advice, there’s plenty of upside to taking a curious approach to super. On this episode of the Friends With Money podcast, Money’s Tom Watson is joined by Sarah Forman, chief retirement officer at Team Super, to discuss the benefits of taking an active interest in super (and how to get start…
  continue reading
 
Mental toughness isn’t about grinding nonstop—it’s about knowing when to step back and how to reset. Top performers protect their energy like a priceless asset. Your brain needs intentional recovery to stay sharp. So take the pause. Breathe. Walk. Recalibrate. Resilience is built in the reset. Send us a text…
  continue reading
 
The math behind how quickly savings and investments can achieve financial independence. Trishul re-creates the spreadsheet he used to calculate his pursuit of FIRE twenty years ago. He begins with simple time value of money calculations and walks through how increasing savings rates and different investment returns dramatically impact your path to …
  continue reading
 
Author, podcast/radio host, and Certified Financial Coach Rachel Cruze talks about putting 4-year-olds to work, teaching your kids about giving, paying for college without debt, and what contentment REALLY means. Mentioned in this episode: Search Crave by Raphael Cuomo on Amazon. Dr Raphael Cuomo / Crave Purchase the Monthly Bill Payment Checklist …
  continue reading
 
Danny Flood is a nomadic entrepreneur and founder of Nomad Basecamp Nepal - a summit and coliving experience that brings nomads, online workers, and entrepreneurs together to connect, grow, and create with purpose Top 3 Value Bombs 1. You get to define success. Don’t play by someone else’s rules - set your own game and win on your terms. 2. Great t…
  continue reading
 
Description: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value —…
  continue reading
 
The AI trade is getting increasingly crowded and it’s getting harder to sift out the next big winners. Well-known tech analyst Dan Ives, who just recently launched an ETF with his own name on the line, tells us how he’s approaching it. Plus, Todd Rosenbluth, Head of Research at Vettafi, discusses how the rest of the ETF industry is slicing AI.…
  continue reading
 
Do you know that emotions like anger or fear only last 90 seconds in the body? According to Harvard brain scientist Dr. Jill Bolte Taylor, the physical chemical response to an emotion passes in just a minute and a half. What keeps it going? The story we tell ourselves after. Next time you feel overwhelmed, don’t feed the flame—breathe, pause, and o…
  continue reading
 
In our new TL;DR series episode, Jordan reads his article where he explains how dentists often retire late due to lifestyle inflation, underestimating retirement needs, and poor financial planning. He offers some strategies, like the “30x Rule” and highlights how better spending habits can help dentists retire on time. Book a free consultation with…
  continue reading
 
SHOW NOTES: In this powerful and uplifting episode, we sit down with Danielle Shanks—a thriving mom, grandmother, and unstoppable investor who lives each day with cerebral palsy but refuses to let it define her limits. Danielle opens up about her journey of building wealth from the ground up, managing money with intention, and leaving a legacy that…
  continue reading
 
Why do so many businesses struggle with cash flow—and how can you avoid the same fate? In this episode, Steve reveals one of the biggest hurdles he sees business leaders face: a lack of financial literacy. But it’s not about complex accounting—it’s about understanding the story behind the numbers so you can take action. Steve shares his journey of …
  continue reading
 
Welcome to this episode of 20/20 Money! My guest on today's show is Mike Jorgenson from Carr Healthcare Realty. Mike joins me back on the show to talk about what goes into a demographics search when evaluating the location of a practice—and he does it from both a cold start as well as existing practice's point of view. We talk about the minimum OD:…
  continue reading
 
Rich Thomson, Founder and CEO of Dreamliner Luxury Coaches, expanded from 12 buses to the nation's largest entertainment logistics company, serving A-list artists like Taylor Swift, Beyonce, Drake, and more. Top 3 Value Bombs 1. You can find the right people by finding the right leader in each group and build trust with them. 2. Team is important s…
  continue reading
 
In this episode of A Wiser Retirement® Podcast, we discuss how the Free Application for Federal Student Aid (FAFSA) is crucial in determining eligibility for financial aid, including grants, loans, and work-study opportunities. Whether or not your family qualifies for aid, understanding the FAFSA’s purpose and process is essential for anyone naviga…
  continue reading
 
In this month’s Smart Planning segment, a financial advisor discusses how to build a smarter debt payoff plan without sacrificing long-term financial goals. What’s the smartest way to make progress on credit card debt when budgeting alone isn’t cutting it? When can debt consolidation tools actually make your situation worse? Hosts Sean Pyles and El…
  continue reading
 
After a shock bid pushed Santos shares up 27%, podcast host Michelle Baltazar chats with investment expert Dale Gilham on why investors may be turning their sights on the appeal of Whitehaven Coal and Woodside shares. Listen on Apple Podcasts Listen on Spotify Money Website YouTube Podcast Playlist Email Us: [email protected] Get stories like…
  continue reading
 
Think crypto’s just for tech bros and meme coin gamblers? Think again. In this episode of Money Hacks, Howie Lim digs into the surprisingly high crypto adoption rates in Singapore with Coinbase’s Hassan Ahmed and crypto communications professional Deborah Tan-Pink. From common misconceptions and beginner mistakes to why stablecoins might just be th…
  continue reading
 
Loading …

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play