Our goal is to find out what your money is really for. We will be interviewing professionals from all stages of life to stimulate the mind and understand how your money is working for you. Start listening today!
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Discovering Libertyville: Unveiling the Stories and People That Make Libertyville, Il so Unique
David Woll
Discovering Libertyville: Unveiling the Stories and People That Make Libertyville, Il so Unique
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Dr. Aras Tijunelis - Lake County Plastic Surgery
1:00:31
1:00:31
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1:00:31Dr. Aras Tijunelis, a plastic surgeon who has been serving the Libertyville community since 2009. Dr. Aras Tijunelis shares his journey from his education and training to establishing his practice in Libertyville. He discusses his motivations for entering plastic surgery, inspired by the TV show "MAS*H," and his commitment to both cosmetic and reco…
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Looking for an exciting place to take the kids to blow off some steam? Today we learn about “The Hangout”. Hannah shares her story behind the idea and how the business has grown. Listen in to hear about yet another great business in our community.
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On February 2nd, join us at Mickey Finn's Brewery for a free event supporting the SEDOL Foundation and their impactful summer camps for children. Listen in to learn about a wonderful opportunity to give back and make a difference in our community. I hope to see you there!By David Woll
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Unlocking Financial Legacy: Rethinking Your Money’s Purpose
8:28
8:28
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8:28In this episode of the "What Is Your Money Really For?" podcast, Tyler Braun, Director of Financial Planning, explores innovative strategies for leaving a meaningful financial legacy. He shares a compelling client story that illustrates the complexities of required minimum distributions (RMDs) and how to help transform them into tax-free inheritanc…
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Join Jenna Bradford and Tyler Braun as they discuss how where you live could influence your financial strategy, covering key topics like taxes, cost of living, and long-term planning. Learn how the state you live in might affect your financial situation and explore factors that could impact your financial decisions and future planning.…
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Unlocking Wealth: Strategic Planning for Multi-Generational Impact
8:00
8:00
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8:00Tyler, the Director of Financial Planning at The Tranel Financial Group, to explore a transformative approach to financial planning. They delve into a real-life client story that illustrates the power of goals-based financial planning, particularly when it comes to leaving a legacy. Tyler shares how a couple in their 70s, with a strong financial fo…
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What Does It Mean to Work With a Financial Advisor?
12:15
12:15
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12:15In this episode of the "What Is Your Money Really For?" podcast, Tyler Braun, the Director of Financial Planning, discusses the essential aspects of working with a financial advisor. Tyler emphasizes the importance of education and goal-oriented planning, highlighting how advisors should communicate effectively to ensure clients understand their fi…
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Mindset Shifts of the Top 5%: Investing in Your Future
9:16
9:16
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9:16Tyler Braun, Director of Financial Planning Welcome to another episode with The Tranel Financial Group! Today, we have Tyler, the Director of Financial Planning, diving deep into the mindset and strategies of the top 5%. Discover how they view money, make decisions, and plan for a prosperous future. Learn practical tips to reframe your financial pe…
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In this episode Tyler Braun, Director of Financial Planning, talks about the benefits of compounding interest, maximizing 401k contributions, and utilizing Roth IRAs for tax-free growth. Tyler highlights the power of setting financial goals and creating a checklist to ensure effective wealth accumulation, ultimately leading to long-term financial s…
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Tyler Braun, Director of Financial Planning, explains how to maximize the benefits of life insurance—not just as a protective measure for you and your loved ones in the event of a death, but also as a means to access Tax-efficient income streams and unlock your nest egg. The Tranel Financial Group www.tranelfinancial.com 1509 N Milwaukee Ave, L…
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Jenna Bradford, President and Tyler Braun, Director of Financial Planning talk about having your assets work for you. Tyler goes through solutions driven by your goals and how to have your dollars work for you. He talks about how every dollar is not created equally. The Tranel Financial Group www.tranelfinancial.com 1509 N Milwaukee Ave, Libertyv…
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What Are Consumers Thinking About? June 2024
9:13
9:13
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9:13Jenna Bradford, President and Tyler Braun, Director of Financial Planning talk about what it means to consumers when the media talks about consumer price index. The Tranel Financial Group www.tranelfinancial.com 1509 N Milwaukee Ave, Libertyville, IL 60048 847-680-9050
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Allyson Cayce - Timothy Schmalz Art Gallery Pop Up
32:01
32:01
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32:01Allyson Cayce - Timothy Schmalz Art Gallery Pop Up. Allyson shares a very unique opportunity for the Libertyville community. Listen in to hear about the Matthew 25 exhibit that will be in Libertyville for the month of May. The story behind this will blow you away!By David Woll
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Roch Tranel - The Tranel Financial Group . Whether he’s on a motorcycle adventure, camping under the stars, or spending quality time with his family, Roch brings passion and dedication to everything he does. With a strong commitment to growing in faith, leadership, and community service, Roch has made his mark in financial planning. As he embarks o…
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The Tribal Connection - Building Community with Health, Love and Laughter
57:53
57:53
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57:53The Tribal Connection - Building Community with Health, Love and Laughter. Entertaining interview about overall wellness. These three women know how to have a good time while providing a variety of wellness services in Libertyville.By David Woll
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Dan Dugo - Joseph's Events Excited to share Daniel’s story of Joseph’s Events in Libertyville. He shares his love of community and the story of a the family business. Learn how hard work and dedication create the perfect event. Full Service custom event company in Lake County Illinois providing custom decor, furniture, lighting and floral…
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Jan Leasure - Diamond Residential Mortgage
49:31
49:31
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49:31Jan Leasure - Diamond Residential Mortgage Are you ready to hear from the Loan Goddess? This interview is fun and filled with excellent stories with a deep love of Libertyville. You have to hear it to believe it. This is a must listen!By David Woll
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Get ready to hear JR’s story of his start in the restaurant business and his extraordianary leadership skills. Also how Pizzeria Deville became what it is today. Welcome back to Pizzeria Deville, where the beloved flavors of our pizzas remain, baked to perfection in our wood-fired brick oven. Our dough, carefully prepared, takes its time to rise ov…
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Liz Turnbaugh - My Charcuterie, The Board Room and Realtor
54:15
54:15
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54:15Liz Turnbaugh - My Charcuterie, The Board Room and Realtor Learn about a hard working visionary with multiple businesses in Libertyville. Liz is dynamic and shares the stories of her 3 successful businesses.By David Woll
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Heather Fahrenkrog - Heather's Gym . In the latest episode of our podcast, we had the pleasure of chatting with Heather Fahrenkrog, the visionary behind three thriving wellness businesses, each designed to cater to a unique aspect of health and fitness. Here's a summary of what these businesses offer: 1. **Heather's Gym** is known for its dynamic g…
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Jimmy Connell - Community Ambassador
1:02:07
1:02:07
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1:02:07Jimmy Connell - Community Ambassador. This man has his hands in everything. Jimmy is a solid guy with a passion for building community through creativity. This is a must listen!By David Woll
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Brian Grano of Mickey Finn's shares his love for Libertyville and tells fun stories of Libertyville and the history of Finn's. Enjoy the first episode of Discovering Libertyville.By David Woll
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Hello and welcome to "Discovering Libertyville: Unveiling the Stories and People That Make Our Town Unique." I'm your host, David Woll, and I am thrilled to bring you this new podcast that explores the fascinating stories and experiences of local business owners and community leaders right here in Libertyville, Illinois. As a lifelong resident of L…
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Money Under the Mattress or Money in the Stock Market
14:50
14:50
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14:50Financial Advisor, Jeff Beck, and President, Cody Braun, talk through money under the mattress and money in the stock market. Learn about how people and some strategies to employ within the stock market.
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Benefits of Working with a Certified Divorce Financial Planner
17:51
17:51
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17:51Jennifer Merida, CDFA®, talks through what to look for when working with a divorce financial planner and how they can help you come out ahead in divorce. Divorce impacts approximately 50% of Americans and we can help.
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Restricted Stock Units & Deferred Compensation
22:09
22:09
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22:09Tyler Braun, Financial Advisor, and Cody Braun, President, go through restricted stock units and deferred compensation for high income earners. Tyler goes through the right and wrong thing to do with each strategy. Listen to learn more about how each strategy can impact your future and taxes.
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Jeff Beck, Financial Advisor, goes through diversification, and who knew there were so many ways to diversify! He gives some good insights on what to ask a potential financial advising firm that you would work with Very last, Jeff gives some good insight into Meme Stocks! An example of a Meme Stock is GameStop.…
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Divorce Financial Planning with a Certified Divorce Financial Analyst
16:52
16:52
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16:52Jennifer Merida, CDFA, with The Tranel Financial Group goes through why you would work with a CDFA and how they can help you. When going through a divorce, it's a very emotional time and decisions can be made with haste. Learn how working with a CDFA can help you come out ahead in a divorce.
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Learn about investment terminology, risk tolerance, ROTH vs Traditional IRAs.
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Cody Braun, President, and Tyler Braun, Financial Advisor, talk through the benefits of financial planning and what might be holding you back from doing working with a financial professional to help better your future.
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Money is a topic that crosses our minds daily. So much in our lives, we think about our money for bills/necessities, therefore we think we think once we get a paycheck, we need to spend on the monthly payments. Have you ever thought about how you spend, then save, then give whatever is left over? Cody Braun, President, goes into details on another …
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Divorce cannot be desrcibed without the word finace, which is why you need a Certified Divorce Financial Analyst to help you through a situation as complex as divorce. A CDFA is a calming presense and a strong resource to help you make the best decisions for your future.
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When seeking out a Financial Adivsor that is the best fit for you, a lot people don't know which questions are "right" or appropriate. A lot of the time, when working with a financial adivsor, the final decision is the relationship and trust. Tyler Braun, Financial Advisor, will go into some questions to make sure you ask your advisor to ensure you…
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To save or to spend your hard earned money? We go through case studies talking about different situations on when you should save or spend for the future. There is a balance to enjoying a wonderful life and still building for a successful future.
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Taxes, finance, investments, OH MY! Taxes are a complex subject and Tyler Braun, Financial Advisor (NOT A CPA), talks about taxes and what the ideal outcome you would want.
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What is your time horizon? This is based on your goals, retirement, social security and income. Tyler can help you stager smaller time horizon goals to help you achieve you bigger and better. We can help you establish what is truly important to you, and then we can help determine a time horizon for this goal.…
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8 Things I Wish I Knew Before Retirement is a book on the journey of retirement. In retirement, everyday is a Saturday, and what are you going to do with that day? Many people associate money -- how much money do I need to retire? Everyone will focus on money, but you don't work for 40+ years to have money and then not know what the next step in? Y…
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8 Things I Wish I Knew Before I Retired - Meet the Co-Author
12:54
12:54
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12:54Roch Tranel, CEO and Founder of The Tranel Financial Group, talks about his journey to developing 8 Things I wish I Knew Before I Retired. Roch has authored 3 books around Financial Advising, Retirement, and Investing. Roch's has a unique ability to help people retire.
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Do you know how much money you need to retire and stay comfortably retired?
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We are talking about the importance of cash flow, liquid assets, and interest rates. Tyler Braun, financial advisor, talks about paychecks in retirement.
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Qualified Plan Vs Non-Qualified Plan and how each plan plays into taxes. What is your money really for and how do (non)qualified plans relate to your retirement?
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The very first episode of What Is Your Money Really For?! Tyler Braun, Financial Advisor, gives insight to some of the 567 ways there are to take Social Security.
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