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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Optimal Finance Daily - Financial Independence and Money Advice
Optimal Living Daily | Diania Merriam
2k
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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
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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 ...
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The Dentist Money Show | Financial Planning & Wealth Management
Dentist Advisors - Financial Planning and Investment Management
41650
Join thousands of dentists who are learning how to make smart financial decisions. You’ll be entertained while getting straightforward advice about investing, retirement planning, tax reduction, insurance, debt management, and personal finance.
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Ready to normalize talking about money? Then welcome to The Sugar Daddy Podcast. Every episode will get you one step closer to your financial goals. Whether that is learning how to invest, budget, save, retire early or simply make better money choices, Jess & Brandon have got you covered in a way that's easy to understand, and easy to implement. Tune in as they demystify the realm of dollars, so it all makes cents, while giving you a glimpse into their relationship with money and each other. ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Why is personal finance so complicated? The internet is flooded with personal finance “experts” sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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Tune in every Wednesday for quick and valuable financial tips, insights and strategies for every stage of life and business from WHZ Strategic Wealth Advisors. From strategic financial planning to investments, retirement planning, college planning, estate planning, wealth building, business growth and succession planning, and much more – tune in and turn up your understanding of how to maximize your money and make your financial goals a reality. WHZ Strategic Wealth Advisors is an independen ...
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Discover how to transform financial success into life-shaping experiences. Expert strategies to live more, work less & build lasting family legacies. In the Activate Your Wealth podcast, David Murdoch shares proven approaches to Wealth Activism—moving beyond traditional financial planning to help successful business owners, executives, and families align their resources with what truly matters. Each episode explores practical strategies for transitioning from work-centric to life-centric liv ...
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Hosted by Nishlen Govender | Featuring Citadel Experts At Citadel, we believe that true wealth is freedom, the freedom to shape your next chapter, the freedom to dream boldly, the freedom to live beyond the ordinary, and beyond expectation. From your first job to building a family, launching a business, or preparing for retirement, every chapter of life presents unique opportunities and financial decisions. Welcome to The Wealth Journey, a podcast series where we explore life’s milestones an ...
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The go-to podcast for Australians living abroad who want to take control of their finances and make the most of their expat experience. Hosted by Mitchell Kelsey, a Financial Adviser at Runway Wealth Management—one of the leading firms specializing in financial advice for Aussie expats—this podcast dives into expert insights, strategies, and real-life stories. Each episode features conversations with professionals from various industries, along with Mitchell’s own firsthand advice, helping y ...
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Listen as Randy and Jake Floyd share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Just click on any of the shows to listen on-demand,
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Money Stories by In Financial Services shares the real money journeys of everyday people—the wins, losses, and lessons learned. Each episode spotlights guests from all walks of life, diving into how their upbringings and early money choices shaped their financial paths. From budgeting tips to investment strategies, they offer practical advice and insights to help you build wealth and take control of your financial future. With a focus on Empowering Financial Dreams, Money Stories proves that ...
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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 ...
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Why did you spend so much money on… Couples have fights, disagreements, and misunderstandings about money all the time. This is normal, but is it healthy for your relationship? The solutions to money differences are not always as apparent as smart couples would think. Listen to incredible interviews with financial therapists, couples therapists, and financial planning experts to learn, heal, and grow your way through your most resentment-building financial differences. There is no need to ex ...
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At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to t ...
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🎓 Get free access to our 12-module Masterclass and start your journey today at TheWealthElevator.com/master. The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering: 🚀 Alternative investments to diversify your portfolio 💰 Tax income strategies for financial independence 🏦 Inf ...
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Financial Confidence for High-Achieving Women | Money Mindset and Wealth-Building Tips for WOC Entrepreneurs
Taryn T-Money$ Ferrer | Financial Wellness Coach
022
Are you overwhelmed by the constant juggle of scaling your business and managing your personal finances? Tired of the cycle of over-saving, splurging, and guilt after every big purchase? Or maybe you’re always second-guessing your financial decisions, wondering if you’re doing enough to build wealth and secure your future? Hey girl hey…welcome! The Financial Confidence for High-Achieving Women podcast is where we’ll dive deep into positive money mindset, wealth-building strategies, and inten ...
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From bankruptcy to Big Tech leadership, join David Kim on a journey through financial recovery and wealth building that goes beyond theory to real-world strategies that work. In "The Real Money Pathway," host David Kim shares his raw and transformative journey from Marine Corps service through corporate success, devastating bankruptcy, and ultimately to senior leadership at a major tech company. This isn't just another financial advice podcast—it's a comprehensive guide built from hard-won e ...
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Money can often feel like a mysterious, taboo subject that we're reluctant to discuss with our friends and family. It's often seen as rude or unsavoury to talk about finances openly, but I'm here to change that narrative. Money doesn't have to be complicated, though it's not necessarily easy either. It all comes down to making those small, consistent steps that can shape your financial future. With over 20 years in finance, five years as a mortgage broker, and running my own finance and mort ...
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Top 1% Loan Officer Nationwide, Broch Lassig, is bringing you his knowledge of the industry, business tips, and real estate strategies along side TJ Heidenreich and Ryan King from The Lassig Team. So whether you are buying your first home, a loan officer yourself, or looking for your 3rd investment property, we have something for all of you. Helping you create wealth through homeownership.
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Aligning Your Business with God's Plan for Cultivating Kingdom Wealth Through Biblical Entrepreneurship Principles
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You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
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Think differently about your wealth! Tired of feeling like you have to choose between enjoying today and saving for tomorrow? Why not have both? The LIVE WELLthy™ podcast is here to help you learn about comprehensive financial planning. Hosted by Dawn Dahlby, CFP®, BFA, and CEO of Relevé Financial Group. New episodes every other Tuesday.
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The First Time Homebuyer Podcast 🎙 Your Ultimate Guide to Buying Your First Home with Confidence! Are you tired of renting and ready to build wealth through homeownership? You’re in the right place! The First Time Homebuyer Podcast is your no-fluff, step-by-step guide to buying your first home without the confusion, overwhelm, or costly mistakes. Hosted by real estate pro Jerard Gibson and powered by The Gibson Team at Coldwell Banker, this podcast breaks down the home buying process in plai ...
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Welcome to the NoBS Wealth Podcast—where we ditch the BS, cut through the noise, and get real about what it takes to build wealth, especially for women, minority business owners, and those standing on the edge of their financial journey, ready to take that first bold step. We’re not here to sugarcoat it. I’m Stoy Hall, your host and Certified Financial Planner, and I’m bringing you conversations that go beyond the spreadsheets. We're talking about the emotional, psychological, and real-life ...
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How can Fintech contribute to building a better world? In Season 4 of Fintech Files, we’re turning our focus to where financial technology meets social impact. This season, we explore financial inclusion, sustainable investing, and decarbonization with some of the brightest minds in the industry. As financial services touch every aspect of our lives, the opportunity to drive positive change is enormous. About Fintech Files: Join us on Fintech Files from BCG Platinion as we explore the cuttin ...
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Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it’s about finding new strength, purpose, and balance for yourself and your family. ...
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Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis
Dale Gillham: Share Market Analyst, Share Market Educator, Professional Trader and Investor
501k
Thinking about wealth creation by trading or investing in the stock market? Learn all about the stock market and get started stock trading and investing with the Talking Wealth podcast. Hosted by the expert stock market analysts at Wealth Within, Dale Gillham and Janine Cox, the Talking Wealth podcast is a must-listen for all new and experienced traders and investors alike. The Wealth Within team provide you with a healthy dose of trading and investing education, wealth creation strategies, ...
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Teaching women financial literacy, and helping them be more confident investors, entrepreneurs or go further in their careers.
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Welcome to Critical Thinking Required, hosted by LBW Wealth Management. Our goal is simple: we want to challenge you to think differently about finance and business. Join us, and start the journey today!
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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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The Top 3% Global Show The High Voltage Business Builders Podcast is a show where we interview high voltage entrepreneurs on their way to their first or next million using e-commerce, real estate and other business models that generate wealth without Wall Street profits! Host Neil Twa has led a captivating conversation with at least one Founder of a company or brand each week since December 2021. This is your weekly five F's show - faith, family, friends, freedom and fun! The High Voltage Bu ...
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A podcast for Brits living in the US to learn about how to best navigate the American financial system so they can protect and grow their life's work, and securely and happily live their American dream.Across the Pond is hosted by Richard Taylor and Thomas Quinn, and produced by Plan First Wealth LLC.
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Everyone would love to start earning money in the most convenient and fulfilling ways possible. Of course, it would be nice to earn while still having enough time and energy to achieve a financially secure future. However, beginning your wealth-building journey is more complicated than it seems. What is the first step you must take? How can you deal with your debts properly? And how can you use your money to live the life you truly deserve? Welcome to Wealth Acceleration Podcast, the podcast ...
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In the spirit of Robert Kiyosaki’s Rich Dad Poor Dad and Gary Keller’s Millionaire Real Estate Investor, and as an alternate to the Dave Ramsey, Jim Cramer, Motley Fool and Suze Orman shows, Matt Theriault, real estate investor, entrepreneur and author will show you how to create wealth through conventional and creative real estate investing while improving your financial education so you will have the option to realistically retire in the next ten years, or less… and enjoy the good life whi ...
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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Money can turn your dreams into reality. Earn, save and live your life just the way you want it. Simple, isn't it? Or maybe not so simple? It takes time, expertise, experience and never-ending vigilance to make your hard-earned money do your bidding. Here is Lovaii Navlakhi who brings you all of those to make it simple for you. Among the first certified financial planners in India and the first financial transitionist in Asia, he is passionate about helping you grow your money through dips a ...
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The Prosperity Path potcast, where financial clarity meets actionable strategies. Hosted by André Steenkamp—Certified Financial Planner (CFP), fiduciary practitioner, and qualified COMENSA financial coach—this podcast is your trusted guide to building wealth, securing your legacy, and achieving financial freedom. Each episode offers expert insights, practical tips, and real-world advice tailored to help you navigate the complexities of financial planning, investment, retirement, and more. Wh ...
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Welcome to the 360 Money Matters podcast where Financial Planners, Billy Amiridis and Andrew Nicolaou talk all things Financial Planning. This podcast aims to increase your knowledge and confidence with all thing’s money. Each week we will cover topics such as investing, cashflow and budgeting, saving, passive income, debt management, and much more so you can live life on your terms without limits.
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🏡 Welcome to Home and Finance Insights – your go-to podcast for smart strategies on homeownership and financial success. Hosted by industry veteran Kevin Mathews, this show dives deep into home loans, insurance, real estate, tax planning, and building wealth through property ownership. Each episode features interviews with trusted experts who share real-world tips to help you make smarter decisions, avoid costly mistakes, and maximize your home’s value. 🎯 Whether you're buying your first hom ...
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Whether it's conversations with other business owners or a deep dive into specific financial planning topics, you can count on Not Financial Advice with Austin Preece to provide an insightful and entertaining look into the world of personal finance and entrepreneurship. Austin Preece, CFP®, EA owns Wealth Planning Advisors LLC, a Registered Investment Advisor serving clients under the DBA of Preece Financial Planning and Preece Accounting Services LLC. Podcast is for educational purposes onl ...
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Welcome to the OTs In Pelvic Health Podcast! This show is for occupational therapists who want to become, thrive and excel as pelvic health OTs. Learn from Lindsey Vestal, a Pelvic Health OT for over 10 years and founder the first NYC pelvic health OT practice - The Functional Pelvis. Inside each episode, Lindsey shares what it takes to succeed as a pelvic health OT. From lessons learned, to overcoming imposter syndrome, to continuing education, to treatment ideas, to different populations, ...
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Her Prosperous Journey - Building Wealth For Purpose Driven Women To Make An Impact
Melanie Bourbeau
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Hey Friend, How much longer can you afford to wait before stepping into the call God has for you? What kind of impact could you make with a passive income that you can build from anywhere and do in the pockets of your day? Want to know how to earn more, so you can serve more, give more and live more? In this podcast, you will find simple solutions to show you: * How to make money from home * Make mission drive impact * Grow closer to God * And know that you can make a difference My mission i ...
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Hello and welcome to the First Wealth Podcast! I'm Rob Schwarz and I'm Scott Millar and we are both Financial Planners at First Wealth. We'll be your hosts for series 2 of the podcast supporting your journey whilst you carve your own path, disrupt industries and build innovative companies. This podcast is for the trailblazers, the visionaries and the rebels - who are consistently taking risks to push both their careers and lives to the next level. We’ll be having discussions with the figures ...
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Retirement Answers Today is your go-to podcast for clear, actionable guidance to build your dream retirement. Hosted by experienced Dave Ramsey SmartVestor Pros, each episode simplifies the complexities of retirement planning and wealth management, giving you strategies you can confidently implement today. Whether you’re nearing retirement or already there, we’ll cover crucial topics such as creating sustainable retirement income, managing taxes strategically, making smart investment decisio ...
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Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of ...
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#648: Two Cents 5/24 - Credit Rating Downgrade; Child Costs; First-Time Buyer Housing Crisis
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Jake, and Taylor talk about what Moody's downgrade of the US credit score means and how it ties into the larger debt spend. They reevaluate how much it costs to raise a child (different from wh…
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3164: How Discovering Your Debt Triggers Can Set You Free From Debt by Jackie Beck on Money Freedom
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3164: Jackie Beck reveals how identifying your personal debt triggers can be the turning point to lasting financial freedom. By examining the emotional and habitual roots of your spending decis…
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Your Trading Potential: Do You Thrive or Burn Out?
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This week, Dale throws down the ultimate trading challenge: What separates the winners from the ones who just scrape by or worse, blow up and burn out? We all start with a dream but while some are content to sit back and hope, others chase it down with fire in their belly and purpose in their trades. The truth: if you're not where you want to be, s…
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3163: You, Too, Can Be Conned by JL Collins on Financial and Money Advice
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3163: J.L. Collins lays out a sharp and eye-opening warning about the seductive nature of financial scams and the psychological tricks that make them so effective, even on smart, well-intention…
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3162: P.S.: We All Struggle by J. Money on Feeling Overwhelmed and Anxious
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3162: J. Money reminds readers that everyone, even those who seem to have it all together, struggles sometimes. Through raw honesty and uplifting encouragement, this piece offers a comforting r…
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Game Over: The U.S. Dollar Can’t Be Saved Now (Off the Record) | 1493
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In this episode, we discuss the alarming financial situation of the US as it spends more on debt interest than on national defense, and the implications for the US dollar. We outline two possible futures for the dollar – a slow decline or an overnight collapse – and describe strategies for safeguarding and growing wealth during these uncertain time…
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#650: Two Cents 5/30 - Japan's impact on the Market; Buying a car right now; The American Dream
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money's Two Cents, Matt, Taylor, and Rabih talk about Japan and how it's declining population, debt levels, and interest rates create a unique situation for the global economy. They discuss Taylor's personal dilemma: w…
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3161: How Should I Invest a Lump Sum? By Chris Reining on Investing Advice
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3161: Chris Reining unpacks the psychological and strategic considerations behind investing a large lump sum, emphasizing the risks of loss aversion and market timing. By advocating for a slowe…
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Friday Flight - TACO Trading, Pointless Points, & Millionaire Renters #990
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Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…
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3160: The Yield Shield: Preferred Shares by Wanderer of Millenial Revolution on Investment Income
14:04
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3160: Wanderer explains how incorporating preferred shares into a retirement portfolio can mitigate sequence-of-return risk by boosting income during the vulnerable early years of retirement. B…
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How to Know If You're Cut Out for Entrepreneurship Before You Risk Everything, with Grant Sabatier
1:17:46
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Grant Sabatier never worked in retail, never worked in a bookstore, and had no idea what he was doing when he opened Clintonville Books in Columbus, Ohio. But that's exactly the point. The experiment required 1,200 hours of solo work — measuring spaces, moving 40,000 books, and navigating city regulations. But it taught him something crucial: even …
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Navigating your Australian Taxes as an Aussie Expat
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Mitchell Kelsey is joined by Tax Advisor Nathan Cosley from Costical Tax, to unpack the often confusing world of Australian taxes for expats. They dive into everything from determining your tax residency status to understanding obligations for non-residents, managing taxable income, and capital gains tax on property and shares. Plus, they break dow…
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1100-Investing Into People, Not Money: Patronage Roundtable with Greg Treat
1:40:24
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In today's podcast I share the audio from a recent roundtable discusion with attendees of RPF Family Camp. We have a two-week discussion going related to patronage networks and we decided it would be good to host a verbal Q&A discusion instead of just keeping everything in text...now you get to listen in!…
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Trump’s Fannie & Freddie Bombshell (And Homeowners Are On the Clock) | 1492
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In this episode, we discuss the impact of rising mortgage rates following Trump's consideration of privatizing Fannie Mae and Freddie Mac. Homeowners like Maria are caught in the crossfire in an unstable market, leading to increased rates and stricter lending standards. The episode also critiques the traditional real estate agent model, advocating …
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Why Do We Keep Dragging Each Other Down? | Let's Get Real Ep. 17
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WHY ARE WE THE WAY WE ARE? In this raw, unfiltered episode, Stoy rips the mask off society's toxic habit of tearing each other down instead of building each other up. The shit-talking ends NOW. No political agenda. No geopolitical crap. Just the brutal truth about why we attack each other online while celebrities and the wealthy elite keep getting …
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What to Do When the U.S. Gets Downgraded and Your Travel Credit Card Stops Paying Off
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Learn what a U.S. credit downgrade means for your portfolio, plus find out when it might be time to cancel your travel credit card. What does the U.S. credit rating downgrade mean for your investments? Should you cancel your travel credit card if the perks no longer justify the fee? Hosts Sean Pyles and Elizabeth Ayoola discuss the U.S. government’…
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3159: Luck, Credit, and the FIRE Movement by Sean Mullaney of FI Tax Guy on Financial Independence
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3159: Sean Mullaney offers a compelling defense of the FIRE movement by reframing it not as a claim to credit or privilege, but as a tool for improving financial outcomes through intentional de…
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Rate Cuts Return: What It Means for You Now
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This week, Filip and Pedro discuss the recent global trend in interest rate cuts, including Australia, and what that means for you and your investments. They dissect global central bank moves to reveal the hidden theme driving markets and why it could be the catalyst for the next big shift in world stock indices. Plus, they cover technical levels o…
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Episode 135: Would You Survive a Financial Crisis? Here’s Your Fire Drill
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Send us a text What if your income dropped by 50%… tomorrow? What if the banks froze your credit lines and you had no access to cash? Could you survive the financial storm? In this episode of Loans Elevated, we run a complete financial fire drill—inspired by our latest blog post—to help you simulate worst-case scenarios before they happen. We cover…
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Tax Residency, Domicile & Planning for Expats in Ireland with Stephanie Wickham (Part 1)
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Returning to Ireland or moving here for the first time? The tax implications can be complex but with the right guidance, they don’t have to be overwhelming. In this two-part conversation, Marc Westlake sits down with chartered accountant and Expat Taxes founder, Stephanie Wickham, to unpack the critical issues facing internationally mobile families…
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E39: Passive Investing Mastery - Interview with Patrick Grimes
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Summary In this conversation Roland and Sarah from Alt Investing Made Easy introduce Patrick Grimes, of Passive Investing Mastery, who discusses his journey into alternative investments, emphasizing the importance of capital preservation and recession resilience. Patrick shares a passion with Sarah and Roland for providing education about alternati…
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If you're a first home buyer feeling overwhelmed by deposit requirements in today's property market, this episode unpacks a potential solution you might not have fully understood - guarantor loans. We're talking about how this financial tool could help accelerate your path to homeownership, even in the current cost of living crisis. We'll explore h…
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#649: Where’s Your Money Going? How to Track, Cut, and Align Spending
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Is it time to spring clean your spending habits? On this episode of the Dentist Money Show, Jake, Will, and Taylor talk about how easy it is to accumulate unnecessary expenses and how those hidden expenses can throw off your financial plan. They discuss the importance of tracking spending, understanding the real impact of “big-ticket” items, and ma…
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90: Rewriting Your Money Story with Financial Therapist Wendy Wright
54:42
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Your money story isn’t just about numbers—it’s about emotions. In this powerful episode, financial therapist Wendy Wright unpacks why 80–90% of our financial decisions are emotionally driven—and how your earliest money memories are likely still shaping your current habits. You’ll learn: How to spot hidden money patterns rooted in childhood A simple…
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Ep. 129 - Stop Waiting to Be Perfect: Start Your Business Right Now
31:28
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Ever feel trapped in your own box? In this brutally honest episode, Mss Francois (the Multi-talented and Super Sexy powerhouse from Trinidad and Tobago) exposes the immigrant journey nobody talks about—being kicked to the curb with her belongings in garbage bags just months after arriving in America. She doesn't sugarcoat it: "It sucked. I hated it…
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Want to Go Viral on Amazon? It Starts with Your First 20 Reviews
34:10
34:10
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In This Episode, We Cover: ✅ Why your first 10–20 reviews are everything ✅ How to ethically boost reviews using funnels, inserts, and education ✅ What gets sellers flagged by Amazon’s Terms of Service ✅ The truth about Vine—and why it often backfires ✅ How review removals work (and what actually gets Amazon to take action) Chapters: [00:00] Intro: …
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- Subscribe to the You and Your Money podcast - Follow us on Facebook, Instagram, LinkedIn and YouTube - See how we can create a tailored financial strategy to help you live with Absolute Confidence, Unwavering Partnership, For Life: whzwealth.comBy WHZ Strategic Wealth Advisors
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Pharmacist to Full Time Real Estate Investor w/ Ryan Chaw #989
55:51
55:51
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Newer listeners may not realize how OBSESSED with investing in real estate we were back in the day. In fact, when we were batting around ideas for a podcast, we initially thought it might be focused only on real estate... Luckily we zoomed out enough to cover personal finance more broadly. And it’s not that we’re not excited about rentals anymore, …
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3158: How to Create "Tiny Advantages" and Crush Your Opponents by James Altucher on Investing Advice
9:15
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3158: James Altucher draws a powerful parallel between winning at chess and successful investing: both hinge on consistently building tiny advantages. From choosing debt-free companies with str…
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10 ASX Blue Chip Stocks to Buy on the Next Dip
1:08:32
1:08:32
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In tonight’s Australian Stock Market Show, Dale, Janine and Zoran discuss 10 ASX Blue Chip stocks to buy on the next dip.
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Casey Taylor: Put in the work and change your future
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From First Property to $8M+: Casey Taylor’s Journey to Financial Freedom This episode is for anyone who’s ever wondered, “Could I really build wealth through property?” In this episode of Money Stories, we’re chatting with Casey Taylor from Taylored Property Wealth – a buyers agent and business owner with a personal investment portfolio worth over …
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45| You Can Make A Difference - 5 Simple Tips
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Hey Friend,Have you ever walked into a room and felt tension and knew something had gone down in there? Or maybe you walked into a room that felt light and cheery but there was no one in there? I believe that when we carry the presence of God into everything we do, we can change the atmosphere of rooms or situations. But how do we carry the presenc…
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The Relationship Between Retirement And A Health Diagnosis
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53:57
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In this episode Randy, Jake, and Jeff discuss current events, the relationship between retirement and a health diagnosis, 5 key things retirees should be asking about their investment allocations, and 5 things to think about as you get closer to retirement.By Floyd Financial Group
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1099-Things Are OK...But I Have No Idea What To Invest In!
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Q&A: Is It REALLY Different This Time?
1:09:25
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#611: With the state of the world changing so rapidly, Lesley is struggling to accept that “this time isn’t different.” Does the past still reliably inform the present in the face of major decisions today? An anonymous caller and her husband want to achieve financial independence through real estate within 10 years. Is it better to pay off existing…
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Welcome back to another episode of the 360 Money Matters Podcast! In this episode, we explore the crucial topic of raising financially savvy children. We explore how our behaviors as parents shape our kids’ understanding of money and share practical strategies to teach financial literacy at various ages. We talk about the importance of modeling goo…
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You’re Losing 50% of Your Wealth Without This Plan (Estate Planning for Business Owners)
20:08
20:08
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🔗 Get a FREE Financial Assessment review here: https://relevefinancialgroup.com/complimentary-financial-assessment/Avoid the #1 mistake that costs entrepreneurs and small business owners up to half of their hard-earned wealth — not having a solid estate and legacy plan. In this episode, Dawn Dahlby, CFP® and Behavioral Financial Advisor, breaks dow…
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Rebuilding Credit - The Step-by-Step Approach
48:06
48:06
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In Episode 8 of "Real Money Pathway," host David Kim shares his remarkable credit rebuilding journey from post-bankruptcy scores in the low 400s to exceeding 800 across all bureaus. David reveals the exact moment he received his first credit card offer—a $300 limit card with a $200 annual fee already charged—and the strategic approach that transfor…
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Widowed Without the Title: Navigating Loss as an Ex-Spouse and Co-Parent
41:24
41:24
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In the last episode you met Jim, my co-host and husband. Now, Jim is sharing his unique experience of navigating the emotions and responsibilities after his ex-wife, who he had a child with, passed away. There is no “title” for this unique situation in life. A widower… but without the title. We discusses the complexities Jim faced as an ex-husband …
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3157: The 3 Most Important Words in Financial Planning by Erik Carter of Financial Finesse
10:37
10:37
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3157: Erik Carter underscores how embracing a margin of safety, a buffer against unpredictability, can transform your entire approach to financial planning, from investing and retirement to ins…
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1098-"A Model of Christian Charity" by Governor John Winthrop, 1630 On Board the Arbella
40:59
40:59
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This episode contains the audio recording of a famous sermon by Governor John Winthrop, delivered on board the ship Arbella, while sailing to America in 1630. The sermon contains key theological insights as to the duties that come with wealth; it will be of interest to Christians and history-lovers alike. The basic ideas and precepts of this sermon…
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The Great Distortion: The Hidden Impact of Passive Investing | Practical Lessons from Mike Green
52:36
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In this episode of Excess Returns, we explore the profound impact of passive investing with one of the most provocative thinkers in the space—Mike Green. Mike has developed a framework that challenges traditional market assumptions, shedding light on how seemingly "passive" investment flows might be actively reshaping markets, valuations, and even …
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The U.S. Is Failing. Trump’s Response? Gasoline. (And it's not over yet) | 1491
21:14
21:14
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The episode discusses Moody's recent downgrade of the US credit rating from AAA to AA1, outlining the potential impacts on rent, savings, and jobs. Matt explores the reasons behind the downgrade, previous downgrades by Standard & Poor's and Fitch, and the broader economic implications. It criticizes the US government's handling of its debt and high…
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Healing Trauma with Pelvic Health & Ketamine-Assisted OT
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Learn more about Level 1 Functional Pelvic Health Practitioner program Get certified in pelvic health from the OT lens here Grab your free AOTA approved Pelvic Health CEU course here. Learn more about my guest Facebook: https://www.facebook.com/doug.vestal.5 Website: https://www.freedomofpractice.com/ _______________________________________________…
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Are You Ready to Retire? Answer These 3 Questions First
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In this episode, financial advisors and retirement planning experts Jim Martin and Casey Bibb from Martin Wealth Solutions discuss the essential elements of retirement readiness, focusing on three critical questions that can help determine whether you're ready to retire. The episode covers important topics such as identifying where your retirement …
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Ask HTM - Buying a Used Mattress, Best Use of an Inheritance, & Disqualified from a Roth #988
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Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a question you’d like us to answer, toss your voice memo our way. It only takes about 90 seconds to record and you can find a step by step guide over at HowToMoney.com/ask . Regardless of how random or bizarre you …
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