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A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
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Inspiring empowering and transforming black women in the journey to wealth creation
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Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
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Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning profession. Our guests share their stories of success, failures, and learnings, as well as what to expect from a career in the financial planning profession! We host guests at various stages in their careers, as well as multiple roles, to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners, and back-o ...
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Listen to Johnson Brunetti's Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®. Whether you’re approaching retirement or recently retired, Money Wisdom offers key financial insights to help you make informed decisions for you and your family. In a world full of financial noise, Jake and Nick aim to provide clarity, peace of mind, and practical guidance on your journey toward a secure, fulfilling retirement. Tune in each week as they address your questions and shine a ...
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Having been a Financial Planner for over 15 years, I have seen first hand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast cuts through the jargon and provides practical, accessible financial education and empowerment - so you can build sustainable wealth and help achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and b ...
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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/
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
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The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at [email protected] with any ...
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Your Money, Your Rules | Financial Freedom, Money Management, Abundance Mindset, Budgeting, Financial Planning
Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner and CFO
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Ready to stop avoiding your money? Are you outwardly successful but secretly anxious about your money? Do you have wealth on paper, yet still feel scarcity in your nervous system? I am so excited you're here. This podcast is designed to help you through the process of building the confidence and knowledge to make empowered money decisions in your business and personal life. Hi, I’m Erin—a Spiritual Wealth Coach, former Certified Financial Planner and CFO who came to realize that money is abo ...
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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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Becoming The Wealthy You | How to Save Money, Budgeting, How to Get Out of Debt, Money Management, Build Wealth
Germaine Foley | Certified Life Coach
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Becoming the Wealthy You is the podcast for women who make good money, but aren’t building wealth the way they want to. Hosted by Germaine Foley, a certified life and money coach who paid off over $200,000 of debt using her signature Do Both Method (build wealth and enjoy life at the same time), this show helps you become the wealthier version of yourself, financially, mentally, and emotionally. If you’ve ever thought: “I make good money, so why don’t I have more to show for it?” “I know wha ...
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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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Accounting Insider is a podcast for masters of their own destiny to learn how to build wealth - from an expert who has done it for himself, and his clients. Kym Nitschke is a different kind of accountant - yes, he's a chartered accountant and financial planner, but he's also a property developer, licensed builder and investor. The Accounting Insider podcast not only reveals Kym's insights into business and wealth growth, but also puts a spotlight on his clients and other successful entrepren ...
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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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Work House Blues is my personal financial journey. At 40 years old, I have been very fiscally irresponsible. I have massive amounts of debt and no savings to speak of. Join me as I figure out the world of investing and work to grow my wealth. Please note, nothing in this pod cast is investing advice. I am not a financial advisor. This is merely my personal journey and my personal opinions. If you are interested in investing yourself, please consult a financial planner.
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Money Isn’t Scary - Money Mindset, Money Anxiety, Intentional Spending, Saving Money, Money Management
Meghan Dwyer - Financial Planner, Money Mindset Coach, Boy Mom
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Feel Confident and Secure in your Relationship With Money Are you sick of feeling overwhelmed whenever you open you bank account? Do you want to learn to spend money with intention instead of emotion? Do you want to stop staying small and have more confidence in your financial decisions? In this podcast, you will find actionable steps and emotional support to free yourself from shame and help you find peace around money. My mission is to remove the cultural stigma around money, so that you f ...
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The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
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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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Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
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Informed Decisions Independent Financial Planning & Money Podcast
Paddy Delaney (Parent, Educator, Qualified Planner & Executive Coach)
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Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
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Welcome to The Zen Desk Podcast. This podcast is for the woman who is done with the hot mess energy and stepping into a life and business that’s built on freedom, joy and the kind of wealth you can actually feel. I’m Laura, former corporate lawyer turned online entrepreneur, podcasting from the lush mountain tops of Greece. Here, we talk all things sustainable habits, mindset and proven online business strategies so you can work less, sell more and enjoy an incredibly full life while doing i ...
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Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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Bank on yourself, first lien HELOCs, and recovering from bankruptcy
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Dr. Dan & Emily discuss the "bank on yourself" strategy (also known as "infinite banking"), the risks with converting a traditional mortgage to a 1st lien HELOC, and how to recover from bankruptcy. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: http…
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132 | Your Thoughts Are Your Most Powerful Currency—Are You Spending or Investing Them?
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Got a question? Send me a text. What if your thoughts are sabotaging your money mindset and financial freedom? In this episode, we explore the concept of mental wealth and how our thoughts either drain our energy and creativity or lead to an abundance mindset. Just like unconscious spending leads to financial debt, mental habits such as overthinkin…
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2024 Books & Benchmarks Report Discussion with Nathan Hayes
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Welcome to this episode of 20/20 Money! My guest on today's show is Nathan Hayes. Nathan joins me on the show to do a deep dive into 2024's Books & Benchmark's annual report. He shares ranges of the numbers that practice owners should really care about and should be tracking: COGS, non-OD staff expense, Associate OD comp ranges, occupancy costs, an…
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109 “Signed a 50K client 🤑” Sure… over 6 months, with 37+ hours/week. Did you mention that in your content too?
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We’ve all seen the money win posts… 💸 “Just hit a 10K month!” 💸 “Signed a 50K client!” 💸 “My client hit 6 figures from one funnel!” And while those posts can be true… If the context is left out, they can be both misleading and violating the marketing legislation in your country. In this episode, I’m putting my lawyer hat on (ok, it never really com…
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From Remote Work to $1.5M Net Worth: How This Aussie Family Reached Mortgage Freedom
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In this episode of SugarMamma’s Fireplay, I sit down with an incredible mum from NT, who shares her real, raw and deeply relatable journey to financial independence. From living and working remotely for nearly a decade, to buying an investment property without much research (because everyone said “that’s what you should do”) — her story is filled w…
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What Does the Big Beautiful Bill Really Mean for Your Retirement?
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There’s been a lot of noise around the One Big Beautiful Bill, an 887-page piece of legislation that just reshaped key elements of the tax code. But what does it actually mean for your retirement? In this episode, Jake and Nick cut through the headlines to explain what’s changing, what’s staying the same, and why this bill may be the biggest planni…
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START HERE: How can I build wealth & retire early WITHOUT buying a property?
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In this Start Here episode of SugarMamma’s Fireplay, Canna answers a listener’s powerful question: Is it really possible to achieve Financial Independence and Retire Early (FIRE) without owning property? Whether you're renting by choice or circumstance, this episode will walk you through how to build long-term wealth and security using shares, supe…
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131 | 3 Ways to Rewire Your Scarcity Mindset and Feel Safe Receiving More
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Got a question? Send me a text. Are you in a cycle where you feel that there's just not enough—time, money, love, or energy? That if you let go or slow down, everything might fall apart? In this episode, I dive into the deeper roots of scarcity mindset—a survival pattern shaped by childhood experiences, generational money trauma, and cultural condi…
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Separate Accounts, Shared Future: Planning Retirement with Separate Finances
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A listener wrote in with a question that might hit closer to home than many couples realize: “How do we plan for retirement when we don’t share accounts and don’t even know each other’s spending habits?” In this episode, we’ll talk through how to get on the same page financially before you retire, and why open communication can be just as valuable …
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E268: How to Find Unclaimed Money – A Step‑by‑Step Guide to Reclaim What’s Yours
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Discover how to find and claim unclaimed money that may belong to you. Learn the steps to search state and federal databases for forgotten funds like old bank accounts, checks, and insurance payouts.By Michael Reynolds, CFP®
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I never thought someone like me could be a financial planner!
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Thinking about a career in financial planning? In this episode of Financial Planner Life, Miriam Murphy joins Sam Oakes to share her powerful career switch story, from Executive Assistant to qualified financial planner, with support from the St. James’s Place Academy. Miriam opens up about her early money mindset, paying off debt, buying a home, an…
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136. CLIENT STORY- How Shiela Created Money Boundaries Without Guilt
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Click Here to book your complimentary Financial Clarity Consultation. Ready to finally Stop Overspending? Start The Stop Overspending Course today → Click here to enroll. Grab the Free Training: How to Build Wealth WITHOUT Going On A Strict Budget → Click here to watch now. Click Here to open an Account with Ally Bank Using My Referral Link. Follow…
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Venture Capital and Private Market Investing with Rob and Scott
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In this episode of the Informed Decisions podcast, I chat with Rob Halligan and Scott Ashmore, co-founders of Shuttle, a platform aiming to democratise access to private equity and venture capital investments. The conversation dives into the fundamentals of private markets, how they differ from public equity investing, and why early-stage companies…
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Dr. Dan & Daniel discuss the minimum wage proposals in Longmont county and how similar proposals have had disastrous effects for the small business community in Niwot and Denver. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my…
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130 | Why Selling Might Feel Uncomfortable and How to Shift It
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Got a question? Send me a text. Ever feel that knot in your stomach when it’s time to talk about your prices or invite someone into your offer? In this episode, I'm sharing my perspective on what it means to sell, especially for heart-centered women in business. Because selling isn’t about pressure or persuasion. It’s about helping someone say yes …
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Are Opportunity Zones really an opportunity or is the tax tail wagging the investment dog with Peter Lazaroff, CFA, CFP®
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Welcome to this episode of 20/20 Money! My guest on today’s show is Peter Lazaroff, CFA, CFP®. Peter joins me to examine whether the much-touted tax benefits of opportunity zones (OZs) justify the risks required, or if investors are letting the “tax tail” wag the investment dog. We cover how OZs work, what the new One BBB Act means for the program’…
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Divorced, Widowed, and Wondering: How to Maximize Your Social Security Benefits
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Social Security can be a maze of rules and decisions to make if you’re widowed or divorced, which makes claiming a daunting task. Most claiming decisions are permanent and can make a difference of tens if not hundreds of thousands of dollars over the rest of your lifetime, so you want to get it right. In this episode, Cameron Valadez, CERTIFIED FIN…
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From Grants to Schemes: How to Actually Afford a Home RIGHT NOW!
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Buying a property can be overwhelming, even if you have bought before. In this episode of SugarMamma's Fireplay, I break down some of the various options and support that may be available to you, if you want to buy a home of your own. Let me know if there is one option that you want me to break down in more detail? Let me know what you think of thi…
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Unsure about social security? Check out our guide: Text “SOCIAL” to 800-757-0436 Social Security has been in the headlines, and for good reason. Estimates show the Social Security Trust Fund may be depleted by 2032–2034 if no changes are made, raising alarm bells for retirees and pre-retirees alike. In this episode, Jake and Nick explain what’s at …
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1105-Building a Billion-Dollar Nest Egg With a Roth IRA, Realistically
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www.RPFacademy.com
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START HERE: Should I pay off my mortgage OR invest in my superannuation first?
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I feel like this question is so relatable. The analysis paralysis of what to do. Pay more into super or pay more off the home loan. Regardless of this interest free loan, this is such a common question and scenario that so many of us face at one stage of our lives. Hopefully this general information provided in this episode creates some clarity and…
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How Much Money Do You Really Need to Buy a House?
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You've probably heard that you need a 5% deposit to buy your first home, but is that the whole story? In this episode, we're unpacking the reality behind that magic number and what it actually means for your home buying journey. We'll explore why banks aren't just looking for any 5% - they want to see "genuine savings" that demonstrate your financi…
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129 | How Hiding Behind Your Financial Security Can Sabotage Your Growth
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Got a question? Send me a text. Ever feel like the more financially secure you become, the more cautious you get? This feeling is not about being “responsible.” It’s a subtle, sneaky way our nervous system tries to protect us from change, uncertainty, and deeper levels of visibility and growth. In this episode, I'm exploring how our own financial c…
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Restricted or IFA? What is best for my Financial Planning Career - with Wayne Griffiths from One Financial Solutions.
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Wayne Griffiths | One Financial Solutions | Financial Planner Careers In this episode of the Financial Planner Life podcast, Sam Oakes sit down with Wayne Griffiths, Managing Partner at One Financial Solutions, to explore how he’s creating meaningful, supportive career paths for self-employed financial planners. We also dive into the ongoing debate…
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E267: Should You Invest in International Stocks?
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It’s easy to be attracted to U.S. stocks, especially after a long period of great performance. However, when we step back and look at the bigger picture, the case for international diversification becomes clearer and more compelling.By Michael Reynolds, CFP®
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The Role of Nostalgia and Memory in Spending Patterns
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Today's episode was so much fun - I'm talking about the cross-section of memory and money—delving into how nostalgia shapes our spending habits. I dig deeper into why nostalgia is such a powerful force in our emotional decisions and the science behind it, the emotional drivers that tug at our wallets, and quick tips for navigating nostalgia spendin…
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Rising from Divorce: A Journey to Entrepreneurship Success with Carolyn Dennis Johnson
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In this episode of Widow Wisdom and Wealth, meet Carolyn Dennis Johnson, a resilient entrepreneur who shares her journey from being a single parent to successfully starting her own business at 65. Carolyn discusses how she navigated financial independence after her divorce, leaned on her community for support, and continuously pursued education and…
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135. When You’re the “Successful One”: Setting Money Boundaries with Family & Friends
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When you’re the one who “has it together" -the career, the income, the house, people assume you can afford to help, to give, to cover. And sometimes, you feel obligated to. In this episode of Becoming the Wealthy You, we’re talking about the pressure, both internal and external, that comes with being the successful one in your circle. We’ll break d…
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Understanding Your Defined Benefit Pension Scheme
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If you’ve ever looked at your pension statement and thought, “What does this actually mean?” You’re not alone. In this episode, #338, we’re cutting through the jargon and making sense of Defined Benefit (DB) pension schemes, especially for Irish employees and retirees. These schemes can offer incredible long-term value, but many people don’t fully …
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Dr. Dan & Emily discuss Dan's experience after ten years of being a financial planner, what MY Wealth Planners is doing now, and what to expect over the next ten years. Link to the prior episode talking about the founding of MY Wealth Planners: https://open.spotify.com/episode/47tcXJdx5Ucwf1AcDOGPOn?si=c0c905b5e4654aa2 To learn more about financial…
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128 | Understanding Money Manifestation Through the Law of Gestation
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Got a question? Send me a text. Are your money goals and business dreams not manifesting as quickly as you'd like? In this episode, we explore the Law of Gestation—an essential principle for understanding manifestations. Everything has an incubation period, from seeds in the ground to the dreams you nurture. Learn how impatience disrupts your finan…
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Building my ideal "Frankenstein" practice discourse, 3 important practice metric numbers to focus on, and examples of AI use in practice with Dr. Dodge Perry, OD
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Welcome to this episode of 20/20 Money! My guest on today's show is Dr. Dodge Perry, OD. Dodge joins me on the show to have an open discussion after listening to my "Frankenstein" episode, which was inspired by him asking me the question "If I could create an ideal private practice, what would go into that decision making process?" We discuss the i…
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7 Questions to ask your partner before committing financially!
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The decision to combine funds and even invest is a big crossroad and should be taken slowly and carefully, but not before asking all the right questions. Transparency, honesty and respect are essential and a non-negotiable for both parties. So in this episode, I just through all the awkward chit chat and get down and dirty what what you need to ask…
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START HERE: Reclaiming Your Power After a Financial Setback
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You can outgrow this, it doesn't define you. My key message for anyone that carries a similar heavy heart like this listener has experienced over money. This listener is brave, honest and ready to continue on with her personal growth and financial journey. A powerful combination and it is an absolute honour to be able to share her story with her fu…
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Don’t Waste Your Most Valuable Resource: Time
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When it comes to planning for retirement, we often obsess over dollars and cents. But what if the most valuable resource isn’t money at all, but your time? In this episode, Lee shares two compelling client stories that illustrate just how differently people approach time and wealth. One couple clung tightly to their growing nest egg, postponing the…
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127 | Is Your Budgeting Software Preventing Wealth?
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Got a question? Send me a text. Your financial software is designed to track your past — not create your future. In this episode, we explore how tools like Monarch Money, QuickBooks, and your banking apps reflect where you've been, not where you're going. When you let old numbers dictate what’s possible, you unconsciously keep recreating the same f…
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Retirement Assassins: The Silent Killers of Your Financial Future
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📞✨ Get in touch with Chessman Wealth: https://www.chessmanwealth.com/ The thing about assassins in the real world is that they’re sneaky and you don’t see them coming. The same is true for retirement planning. It’s not always the obvious threats that do the most damage. It’s the ones that creep in quietly, unnoticed, and unplanned for. In this epis…
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E266: How Decluttering Your Finances Can Improve Your Life
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Feeling overwhelmed by your financial life? Learn how decluttering your finances can reduce stress, improve cash flow, and help you align your money with your values.By Michael Reynolds, CFP®
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Financial Anxiety and the “Emergency Mindset”
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This week on the pod, we talk about financial anxiety! I share my own experiences and also dig deeper into the emotional and psychological layers behind it - specifically the scarcity mindset, and the emergency mindset (where we’re constantly bracing for disaster and end up stuck in a cycle of fear and over-preparing). Things We’ll talk about: Why …
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134. 3 Money Beliefs That Will Transform Your Financial Life
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22:44
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Click Here to book your complimentary Financial Clarity Consultation. Ready to finally Stop Overspending? Start The Stop Overspending Course today → Click here to enroll. Grab the Free Training: How to Build Wealth WITHOUT Going On A Strict Budget → Click here to watch now. Click Here to open an Account with Ally Bank Using My Referral Link. Follow…
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Self-Employed Chartered Financial Planner with £10M AUM, By 26 - Lawrence Bearman from Westminster Wealth Management
48:58
48:58
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From Admin to Self-Employed Financial Planner with £10M AUM by 26! In this episode of the Financial Planner Life Podcast, Sam Oakes sits down with Lawrence Bearman, a 26-year-old Chartered Financial Planner at Westminster Wealth Management who's gone from admin assistant to managing £10 million in assets, all within his first year of self-employmen…
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Flashback to episode 296 - Risk of Ruin...Lifestyle & Default Investment Pension Strategies
21:30
21:30
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For the past 8 years, I’ve been making the case that most investors, particularly those who can tolerate volatility, should avoid Lifestyle investment strategies in pensions. It’s been a lonely stance, with little to no mainstream coverage, even though investor feedback on my analysis was consistently positive. Back in early 2024, I shared updated …
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1104-Friday Q&A: Investing in Tools of the Trade, Socialization for Children, Financial Support of Adult Children, etc.
1:58:45
1:58:45
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On today's Friday Q&A podcast we discuss: How much should I spend on equipment that makes me money? How do I help socialize my three-year-old child? Is financial support of adult children a good idea? After I'm doing all the basics of good investing, where do I go to find better investment ideas? I just moved to New York City...will I ever get used…
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108 I GOT ENGAGED!!! 💍🎉 And just 16 hours later… I was hacked 🤖😭 The full story + how to protect your business against digital crime
47:27
47:27
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In this episode, I’m taking you behind the scenes of the week I got hacked just 16 hours after I got engaged 🎉🤖😳 We’re talking about the exact steps I took to secure my online business, protect sensitive client data, and clean up the mess they made with zero financial damage. I’ll walk you through what most online entrepreneurs don’t realize about …
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One Big Beautiful Bill and the Taxes Within
55:17
55:17
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Dr. Dan & Daniel discuss the "One Big Beautiful Bill," specifically the tax impacts for individuals and business owners. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults…
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126 | What If Your Money Healing Journey is the Best Financial Education for Your Kids?
17:59
17:59
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Got a question? Send me a text. Ever feel torn between wanting to teach your kids healthy money habits while still figuring them out yourself? You’re not the only one. In this episode, I dive into the beautifully messy middle of breaking generational money patterns. What if your healing journey is actually the lesson your kids need most? They’re no…
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What the One Big Beautiful Bill Act means for optometry private practice owners & their financial planning
1:01:59
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In this episode of 20/20 Money, I break down some of the most impactful tax and planning changes introduced in the recently passed Big Beautiful Bill Act—Congress’s sweeping update to the tax code that makes many TCJA provisions permanent while adding new wrinkles that matter to private practice owners. Whether you’re thinking about how to reduce y…
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Can Artificial Intelligence really give you solid financial advice—or just a generic roadmap that ignores the potholes? In this episode of Retired·ish, we explore the growing trend of people turning to AI tools like ChatGPT for help with retirement planning, tax questions, and investment strategies. Sure, AI can be fast, cheap, and eerily accurate……
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