Navigating the AI Revolution: Insights for Investors and Workers, Part Two

Creating Wealth

The Last Blockbuster documentary

36:51

Traditional banks often lack personalized service, and local businesses struggle to find true partnership in financial institutions. Meanwhile, higher education faces scrutiny over relevance and ROI in a world where information is nearly free. Harry Allen helped launch Studio Bank to blend technology with high-touch service, fueled by community investment. At Belmont, he's applying the same entrepreneurial mindset to modernize university operations and embed practical learning experiences, like a one-of-a-kind partnership with Dolly Parton, into academia. In this episode, Harry L. Allen, co-founder of Studio Bank and now CFO at Belmont University, unpacks the bold vision behind launching a community-first bank in a city dominated by financial giants. He shares the leadership lessons that shaped his journey, how to lead through crisis, and why mentorship is the key to filling today's leadership vacuum. Key Takeaways Leveraging both financial and social capital creates a unique, community-first banking model. High-tech doesn't mean low-touch, Studio Bank fused innovation with personal relationships. Leadership means showing up, especially during crisis. Universities must shift from being information hubs to delivering real-world experience. Succession and mentorship are vital to cultivating the next generation of leaders. Chapters 00:00 Introduction to Harry L. Allen 01:49 The Birth of Studio Bank 04:29 Leveraging Technology in Community Banking 07:25 The Courage to Start a New Venture 10:37 Leadership Challenges in High Growth 13:02 Leading Through Crisis: The COVID Experience 17:55 Transitioning from Banking to Education 21:16 The Role of Leadership in Higher Education 25:16 Adapting to Challenges in Higher Education 30:04 The Leadership Vacuum in Society 33:17 Advice for Emerging Leaders 35:21 The American Dream and Community Impact No Limit Leadership is the go-to podcast for growth-minded executives, middle managers, and team leaders who want more than surface-level leadership advice. Hosted by executive coach and former Special Forces commander Sean Patton, this show dives deep into modern leadership, self-leadership, and the real-world strategies that build high-performing teams. Whether you're focused on leadership development, building a coaching culture, improving leadership communication, or strengthening team accountability, each episode equips you with actionable insights to unlock leadership potential across your organization. From designing onboarding systems that retain talent to asking better questions that drive clarity and impact, No Limit Leadership helps you lead yourself first so you can lead others better. If you're ready to create a culture of ownership, resilience, and results, this leadership podcast is for you.…

about a year ago 14:59

MP3•Episode home

In April 2023, we discussed the rise of AI, our experiences with Chat GPT, and the profound changes AI is poised to bring to our world. We concluded that AI would transform nearly everything, with some changes foreseeable and others beyond our current understanding. Given the rapid advancements in AI, it’s time for an update.

In Part One, we explore the latest developments that have occurred in the AI space, what new technology is on the horizon, the potential risks and societal implications of increased AI adoption, and key insights for investors navigating the evolving AI landscape.

In Part Two, we continue the discussion to provide important information for workers to consider as they adapt to AI-driven changes in the job market.

Join us as we unpack these developments, providing valuable perspectives for both investors and workers to navigate the ongoing AI revolution with confidence and success.

For questions, comments, and topic suggestions, email us at askcreatingwealth@taberasset.com. Don’t miss out—subscribe now to stay informed on the latest investment trends and personal finance topics!

Resources:

The Precipice: Existential Risk and the Future of Humanity by Toby Ord

List of nuclear warhead accidents

Center for Humane Technology

137 episodes

Navigating the AI Revolution: Insights for Investors and Workers, Part Two

Creating Wealth

published about a year ago

MP3•Episode home

In Part Two, we continue the discussion to provide important information for workers to consider as they adapt to AI-driven changes in the job market.

Join us as we unpack these developments, providing valuable perspectives for both investors and workers to navigate the ongoing AI revolution with confidence and success.

Resources:

The Last Blockbuster documentary

The Precipice: Existential Risk and the Future of Humanity by Toby Ord

List of nuclear warhead accidents

Center for Humane Technology

137 episodes

All episodes

1
Your Financial Mindset: A Re-Release 20:07

9 days ago20:07

20:07

What if your biggest financial obstacle isn’t your income or expenses, but your mindset? In this re-released episode, we're revisiting one of our most popular conversations. Originally recorded in 2020 as a follow-up to our discussion on having an abundance mentality, this episode explores how your thoughts, beliefs, and emotions around money can directly shape your financial future. Bill and Anastasia break down the subtle (and not-so-subtle) ways negative beliefs about money can hold you back. You’ll hear practical strategies for identifying limiting thoughts, shifting into an abundance mindset, and staying positive. Whether you're working toward financial independence or simply trying to feel more confident with your money choices, this episode will help you reset your mindset and approach wealth creation with intention. Topics Covered: How negative beliefs about money develop (and how to reframe them) The impact of social media and news on financial confidence Why abundance thinking is essential for long-term success Simple mindset shifts that can change your financial trajectory Questions or feedback? Email us at askcreatingwealth@taberasset.com and don’t forget to subscribe and share if you find this helpful! Related Episodes: Having an Abundance Mentality 5 Reasons You Should Have an Abundance Mentality…

1
From Employee to Entrepreneur: Lessons from 25+ Years of Running a Business 32:12

23 days ago32:12

32:12

Ever thought about leaving your 9-to-5 and building a business of your own? In this episode, we sit down with co-host and seasoned entrepreneur Bill Taber to explore what it really takes to succeed as a small business owner. With over 25 years of experience running a successful Registered Investment Advisory (RIA) firm, Bill shares hard-earned lessons on shifting from employee to entrepreneur, the habits that helped him stay grounded, and the biggest mindset changes he's made along the way. We dive into questions aspiring business owners often wrestle with: How do you know if you're ready to launch? What financial basics should you have in place? What do people often misunderstand about being your own boss? And what's still exciting about business ownership even after two decades? Whether you're just starting to consider a career pivot or you're already building something of your own, this episode is packed with real-world insights and encouragement to help you stay the course. Topics covered: What inspired Bill to start his own firm The mindset shift from W2 employee to business owner Habits that have supported long-term success Signs someone may not be ready to start a business yet How to balance daily operations with long-term growth What's still exciting after 25+ years in business Have questions or ideas for future episodes? Email us at askcreatingwealth@taberasset.com Don’t forget to subscribe, leave a review, and share this episode with someone dreaming of starting their own business! Our previous episodes on small business and well-being: Starting Your Own Business Common Challenges of Small Business Owner What Really Makes Us Happy? From Theory to Practice: How to Increase Your Well-Being Every Day Resources: Man's Search for Meaning by Victor Frankl The E-Myth Revisited: Why Most Small Businesses Don't Work and What To Do About It by Michael Gerber Exponential Organizations: Why new organizations are ten times better, faster, and cheaper than yours (and what to do about it) by Salim Ismail Exponential Organizations 2.0 by Salim Ismail…

1
All About Roth: How It Works, When to Contribute, and Advanced Strategies 29:34

5 weeks ago29:34

29:34

Confused about Roth accounts? You’re not alone. In this episode, we’re breaking down one of the most important—and misunderstood—topics in retirement planning in the U.S. We’ll walk through the key differences between Roth and Traditional accounts, income limits for Roth contributions, and how Roth 401(k)s compare to Roth IRAs. You’ll also learn when it makes sense to contribute to a Roth, how the backdoor Roth strategy works, and when a Roth conversion might benefit your long-term plan. Plus, we’ll cover early withdrawal rules, required minimum distributions (RMDs), and how to incorporate Roth accounts into your overall retirement and tax diversification strategy. Whether you’re building your retirement roadmap or fine-tuning your portfolio, this conversation is packed with actionable insights to help you make the most of your money—now and in the future. We cover: The difference between Roth and Traditional accounts Roth IRA vs. Roth 401(k): Which one fits your goals Income limits for Roth contributions How and when to use a backdoor Roth What Roth conversions are and when they make sense Early withdrawal rules and how to avoid penalties How to include Roth accounts in a long-term retirement and tax diversification strategy Enjoy the show? Please subscribe, leave a review, or share this episode with a friend! Got questions or topics you'd like us to cover? Email us at askcreatingwealth@taberasset.com —we’d love to hear from you.…

1
AI in 2025: What’s New, What’s Next, and What It Means for You, Part Two 22:15

7 weeks ago22:15

22:15

Welcome to our annual AI update! A lot has changed in just a year, and in 2025, artificial intelligence is advancing faster than ever—impacting how we work, live, and interact with the world around us. In this two-part series, we break down the biggest developments in AI, how it’s becoming embedded in our everyday lives, and what you can do to stay ahead of the curve. In Part One, we focused on how AI has evolved over the past year, the most important trends to watch over the next 12–18 months, and what the average person should understand about the current pace of AI development. We also shared how we’ve personally been integrating AI tools into our daily lives—both professionally and at home. In Part Two, we’ll explore how AI is transforming the job market, which roles are being affected most (both positively and negatively), and the ethical concerns that are rising along with the technology. We’ll wrap with practical advice on how to stay informed and remain adaptable in a rapidly changing AI-driven world. For questions, comments, or feedback, email us at askcreatingwealth@taberasset.com . Be sure to subscribe and leave a review to stay updated on future episodes. Check out our previous episodes on AI: 2024 - Navigating the AI Revolution: Insights for Investors and Workers, Part One 2024 - Navigating the AI Revolution: Insights for Investors and Workers, Part Two 2023 - Are You Prepared for the AI Revolution?…

1
AI in 2025: What’s New, What’s Next, and What It Means for You, Part One 22:30

9 weeks ago22:30

22:30

Welcome to our annual AI update! A lot has changed in just a year, and in 2025, artificial intelligence is advancing faster than ever—impacting how we work, live, and interact with the world around us. In this two-part series, we break down the biggest developments in AI, how it’s becoming embedded in our everyday lives, and what you can do to stay ahead of the curve. In Part One, we focus on how AI has evolved over the past year, the most important trends to watch over the next 12–18 months, and what the average person should understand about the current pace of AI development. We also share how we’ve personally been integrating AI tools into our daily lives—both professionally and at home. In Part Two, we’ll explore how AI is transforming the job market, which roles are being affected most (both positively and negatively), and the ethical concerns that are rising along with the technology. We’ll wrap with practical advice on how to stay informed and remain adaptable in a rapidly changing AI-driven world. For questions, comments, or feedback, email us at askcreatingwealth@taberasset.com . Be sure to subscribe and leave a review to stay updated on future episodes. Check out our previous episodes on AI: 2024 - Navigating the AI Revolution: Insights for Investors and Workers, Part One 2024 - Navigating the AI Revolution: Insights for Investors and Workers, Part Two 2023 - Are You Prepared for the AI Revolution?…

1
What Now? Navigating Job Loss and Industry Disruption 31:54

11 weeks ago31:54

31:54

In this episode, we talk about how to take control after a job loss and make smart decisions for your financial future and career. We discuss what to do in the immediate aftermath, including addressing the emotional impact of job loss and what key financial steps to take. You’ll also hear practical advice on how to start planning your next move, especially if your industry is evolving or no longer viable. Whether you’ve just been laid off, are navigating a major career pivot, or you’re supporting someone who is, this episode is here to guide you through those uncertain moments. For questions, comments, or feedback, email us at askcreatingwealth@taberasset.com . Be sure to subscribe and leave a review to stay updated on future episodes.…

1
Should I Have Kids? Expert Insights on Emotional and Financial Preparedness – with Ann Davidman 32:29

13 weeks ago32:29

32:29

In this insightful episode, we tackle one of life’s most consequential decisions: "Should I Have Kids?" with the help of our special guest, Ann Davidman—a seasoned marriage and family therapist from the San Francisco Bay Area. Together, we delve into the process of choosing or not choosing parenthood, and the role of financial readiness. Whether you're on the fence about starting a family or simply curious about the balance of emotional and financial preparedness, this episode offers valuable guidance to help you make a thoughtful, informed decision. Ann Davidman is a seasoned expert who has spent years working with others on this very topic. Ann earned her graduate degree from San Francisco State University. She’s a member of the California Association of Marriage and Family Therapists (CAMFT) and maintains a successful private psychotherapy practice in the San Francisco Bay area. She’s been featured in numerous publications, including Vox, The Washington Post, The New York Times, Fatherly, Refinery 29, Baby Center, ABC Australia, +Lifehacker, The Daily Mail, and more. Have questions or comments? Reach out to us at askcreatingwealth@taberasset.com , and don't forget to subscribe and leave a review. Tune in now for an essential conversation that could shape your future. Resources: Ann Davidman's website Book - "Motherhood: Is it for Me?" Connect with us on LinkedIn: Bill Taber and Anastasia Taber…

1
Baby Finances 401 4:27

15 weeks ago4:27

4:27

Welcome to a very special episode of our podcast! We’re taking a break from our usual deep dives into personal finance to explore a fun, unconventional perspective—through the eyes of Anastasia's toddler daughter (and Bill's granddaughter). We'll skip over the advanced classes in baby finances and jump straight to Baby Finances 401, where we ask the hard and existential questions about money. For questions, comments, and topics, you can email us at askcreatingwealth@taberasset.com . Don't forget to subscribe and review us—your support helps us bring more joy and insightful conversations to our community!…

1
From Theory to Practice: How to Increase Your Well-Being Every Day, Part Two 39:18

15 weeks ago39:18

39:18

Welcome back to our March series on well-being, inspired by Yale’s renowned Science of Well-Being course by Professor Laurie Santos. In our last episode, we debunked common myths about happiness and explored how our brains sometimes lead us astray in our pursuit of joy. In Part Two, we’re making it practical by delving into research-backed strategies that can boost your happiness and well-being. We unpack the concept of “rewirements” and discuss how small, intentional habits like practicing kindness, savoring positive moments, and daily gratitude can counteract hedonic adaptation. We’ll explore the power of resetting your reference points, the benefits of meditation, and offer actionable tips to seamlessly integrate these happiness habits into your everyday life. Whether you’re seeking an abundance mindset or looking for practical ways to enhance your personal well-being, this episode is packed with insights to help you cultivate lasting happiness. Tune in now to discover the one key takeaway that could transform your approach to living a better life! For questions, comments, or topic suggestions, email us at askcreatingwealth@taberasset.com . Enjoy the episode! Resources: The Science of Well Being course (free) The New Era of Positive Psychology TED Talk by Martin Seligman (2004) The Surprising Science of Happiness TED Talk by Dan Gilbert Learn your character strengths Use your strengths to boost happiness Connect with us on LinkedIn: Bill Taber and Anastasia Taber…

1
What Really Makes Us Happy? Insights from Yale's Science of Well-Being, Part One 32:38

17 weeks ago32:38

32:38

Welcome to our March series on well-being, inspired by Yale’s renowned Science of Well-Being course by Professor Laurie Santos. In this first episode, we dive into the core misconceptions about happiness and explore how our minds can sometimes trick us into chasing the wrong goals—like believing that a promotion or more money will automatically bring joy. We break down the science behind what truly makes us happy, discussing what factors play critical roles in boosting our overall well-being. We also examine the impact of social media on our perceptions of happiness and share actionable mindset shifts that can help you adopt an abundance mentality. Given the wealth of information offered in this course, we are splitting this conversation into two episodes. Part One will focus on what are misconceptions about happiness, how our minds trick us, and what actually makes us happy. Part Two will focus on how to apply practical strategies to increase your well-being and happiness. Tune in and join us on this journey to rethink what truly brings joy and to set the stage for a more fulfilling year! For questions or comments, reach out to us at askcreatingwealth@taberasset.com . Enjoy the episode! The Science of Well Being course (free) The New Era of Positive Psychology TED Talk by Martin Seligman (2004) The Surprising Science of Happiness TED Talk by Dan Gilbert Learn your character strengths Use your strengths to boost happiness Connect with us on LinkedIn: Bill Taber and Anastasia Taber…

1
Regulating Emotions During Jumpy Markets: A Re-Release 19:37

19 weeks ago19:37

19:37

Welcome back to the podcast! In this re-released episode, we revisit one of our most popular discussions—"Regulating Emotions During Jumpy Markets"—with fresh context for 2025. With the U.S. stock market at all-time highs and investment returns in 2023 and 2024 rivaling those of the dot-com boom, our conversation on market volatility has never been more relevant. In this episode, Bill shared his personal insights on the turbulent market conditions of May 2022—when inflation began to surge. He even drew a compelling analogy between Mito Pereira’s 2022 PGA Championship loss and the resilience required to navigate challenging market conditions. We also discussed whether it was time for investors to adjust their strategies amid ongoing economic uncertainties. If you’re feeling the market jitters or simply seeking guidance on maintaining focus on your long-term financial goals, this episode provides practical strategies for regulating your emotions and staying on course. For any questions or comments, feel free to reach out at askcreatingwealth@taberasset.com . Tune in for timely insights that help you navigate the ups and downs of today’s market! Resources: Connect with us on LinkedIn: Bill Taber and Anastasia Taber…

1
Finances and Forever: Building a Strong Foundation for Marriage - with Rev. Dr. Scott Paczkowski 42:36

21 weeks ago42:36

42:36

Thinking about getting married? Before saying "I do," it’s crucial to have honest conversations about communication, finances, and long-term goals to build a strong foundation for your marriage. In this episode, Rev. Dr. Scott Paczkowski, senior pastor at Westminster Presbyterian Church in Des Moines, IA, joins us to share his insights from years of pre-marital counseling experience. We’ll discuss: - The most common areas of conflict in marriage and how to address them early - Key questions couples should ask each other before getting married - How to improve communication and navigate financial differences - Steps to grow together emotionally and spiritually as a couple If you’re engaged, newly married, or planning for the future, this episode will help you prepare for a successful marriage with practical tips and expert advice. Have thoughts on this episode or a question for us? We’d love to hear from you! Connect with us on LinkedIn or send us an email at askcreatingwealth@taberasset.com . Don’t forget to subscribe and leave a review—it helps others find the show! Resources: Connect with us on LinkedIn: Bill Taber and Anastasia Taber About Rev. Dr. Scott Paczkowski…

1
All About Tariffs: What They Are and Why They Matter to You 30:34

23 weeks ago30:34

30:34

Tariffs—what are they, and why do they matter to you? In this episode, we break down the basics of tariffs, explaining why governments use them and how they impact everything from the price of everyday goods to job opportunities. If you’re wondering whether certain products will get more expensive or how global trade policies affect your financial future, we’ve got you covered. We’ll also dive into real-world examples, exploring how tariffs on industries like steel and electronics have shaped markets and consumer prices. Plus, we’ll discuss what these policies mean specifically for Millennials and Gen Z, from the impact on jobs to the cost of living. If you’ve ever wanted to make sense of the headlines and understand how trade decisions impact your daily life, this episode is for you! Don't forget to subscribe or share this episode with a friend. Have questions, thoughts, or ideas for future episodes? We'd love to hear from you--reach out on social media or send us an email to askcreatingwealth@taberasset.com . Resources: Connect with us on LinkedIn: Bill Taber and Anastasia Taber AP: What are tariffs and how do they work? National Bureau of Economic Research paper NBC: Tariffs contribute to job losses in American manufacturing, Fed report shows Yahoo Finance: Tariffs could raise car prices quickly What is the Smoot-Hawley Tariff Act?…

1
10 Tiny Tweaks That Will Transform Your Budget in 2025 35:33

25 weeks ago35:33

35:33

Start your financial year off right! In this episode, we review how our budgets went in the last year, what we learned, and what we want to focus on in the next year. We’ll also explore why focusing on small tweaks—not massive overhauls—is the key to long-term success, and reveal ten simple adjustments you can make to improve your budget and save more money. From tracking hidden expenses to optimizing your subscriptions, we’ll break down practical tips that anyone can implement. We’ll tackle common challenges, like staying motivated when progress feels slow, and share strategies to bounce back if you fall off track. Whether you’re looking to take control of your finances for the first time or refine your current system, this episode is packed with insights to help you achieve your 2025 financial goals. Tune in and discover which tiny tweak could make the biggest difference in your budget this year! If there’s one tweak from today’s conversation that resonated with you, we’d love to hear about it! Share your thoughts, questions, or successes with us on social media or through email at askcreatingwealth@taberasset.com . And if you found this episode helpful, don’t forget to share it with a friend who might also be looking to level up their financial game in 2025. Resources: Connect with us on LinkedIn: Bill Taber and Anastasia Taber Check out our other annual budgeting episodes: 2024 2023 2022 2021 2020…

1
Understanding the 4 Levels of Wealth: Where Do You Stand and How Can You Level Up? 27:32

27 weeks ago27:32