907 Financial Tip Friday

Welcome to the Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! In this week's episode I give you:1) U.S. markets update2) Alaska update & talk about 3) Escheatment & Missing moneyDid you know 12% of Delaware's state budget comes from escheatment? I did not. If you don't understand what escheatment is and how it affects you, you need to listen to this episode. This topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial) where I present the "Travis'Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! In this week's episode I feature in the 907 Spotlight Mr. Kyle Kaiser! Kyle shares with us his journey from a young college student to joining the US Army post 9-11. As with most service members trying to transition from military life to civilian life Kyle faced many tough decisions and he shares with us his story of joining the IBEW. During his work with the IBEW Kyle realized he had an opportunity to help other service members successfully make the transition from the military to the civilian world. That is how Kyle came to create the non-profit organization VIPER. Hear how VIPER helps service members find jobs when they exit the military and how other businesses can partner with VIPER. This topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial LLC) where I present the "Travis'Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! In this week's episode I give you:1) U.S. markets update2) Alaska update & talk about 3) The huge student loan debt carried in the US today and what steps you can take to battle it!This topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial) where I present the "Travis'Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! In this week's episode I give you:1) U.S. markets update2) Alaska update & talk about 3) Investing for Your Child's Future: I cover savings accounts, CD's (hint: not optional vehicles for your child's future needs), custodial brokerage accounts, 529 plans, ESA's, UGMA's & UTMA's. You know you're old when this is important to you!This topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial LLC) where I present the "Travis'Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! In this week's episode I give you:1) U.S. markets update2) Alaska update & talk about 3) What to do with your PFD (Lump Sum of money for you Non-Alaskans)This topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial LLC) where I present the "Travis'Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! In this week's episode I feature in the 907 Spotlight Mr. Robert Forto! Robert is a fellow podcaster and business owner. Robert is a serial entrepreneur and college student, he shares with us his dog training business, coffee business, kenneling business, and podcast business. Robert also shares what it's like to be a business owner during the COVID-19 pandemic, how it affected their income, and how he and his wife they pivoted to keep working during a global shutdown. This topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial LLC) where I present the "Travis'Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! In this week's episode I give you:1) U.S. markets update2) Alaska update & talk about 3) Timing the market vs Time IN the marketThis topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial LLC) where I present the "Travis'Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! In this week's episode I give you:1) U.S. markets update2) Alaska update & talk about 3) Dollar Cost Averaging - what it is, how to use it, and why its importantThis topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial LLC) where I present the "Travis'Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the 907 Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today!In this weeks episode I talk about the CARES Act, the historic $2 Trillion economic relief fund that was just signed into law last week by President Trump. I also share the 2 main provisions for individuals and provide information on how small businesses can access money now to help meet their short term obligations. I also get the perspective of what it is like for an 11 year old to live during quarantine time in America. Finally, my COVID Co-host and I recap episodes 3 & 4 of Tiger King: Murder, Mayhem & Madness!!!These are unprecedented times we are living in my friends, practice social distancing, wash your hands and enjoy Tiger King!! Email me at travis@907financial.com to share with me your favorite Tiger King character!

Welcome to the 907 Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today!In this weeks episode I talk about what our world is facing today with the COVID-19 pandemic. Not only do I publicly shame my mom for going out in public when she shouldn't be, I give you 3 steps you can take right now to help secure your financial future. Finally, we begin our recap of the most epic documentary, Tiger King; Murder, Mayhem, and Madness. I also feature a very special guest in the 907 Spotlight, resident union thug and my domestic life partner, Serena Green. Together Serena and I share valuable information and data regarding the COVID-19 virus shared to us by our friend Ethan Schutt. Ethan is one of the smartest people in Alaska, and Chief of Staff of Alaska Native Tribal Health Consortium. Folks, Ethan has gathered the important data and real numbers regarding the spread of COVID-19. A very important listen, if we fail to take action now, the effects will be devastating, and Ethan has compiled the data to prove it. These are unprecedented times we are living in my friends, practice social distancing, wash your hands and enjoy Tiger King!! Email me at travis@907financial.com to share with me your favorite Tiger King character!

Welcome to the 907 Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today!In this weeks episode I talk about what our world is facing today with the COVID-19 pandemic. You will also hear what steps you can take right now to take advantage of the discounted prices in the stock market. This is an incredible buying opportunity friends.I also feature a very special guest in the 907 Spotlight, resident union thug and my domestic life partner, Serena Green. Serena shares with us how she has helped create an HR policy manual that her organization has employed (and is the blue print for other organizations to use) in these unprecedented times we are facing. Serena goes on to talk about what steps you can take to protect you and your family from this virus. Finally, you will learn what Serena's favorite COVID-19 foods are. These are unprecedented times we are living in my friends, could this be the buying opportunity in the stock market we've been waiting for? I know some smart people who say it is. Learn what you can do to participate in the market rebound and grow your wealth. Give it a rip friends, wash your hands, stay away from each other, and email me at travis@907financial.com to share with me your COVID-19 stories!

Welcome to the 907 Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today!In this weeks episode I have a very special guest featured in the 907 Spotlight, Blaze Bell. Blaze has also graciously accepted to become co-host of the 907 Financial Tip Friday podcast! Blaze is a woman of many talents and incredible energy, her name says it all! Blaze is a musician performing locally here in Alaska, she has an incredible singing voice (I got her to sing on the podcast!), she's a DJ, and a music teacher. Blaze is full of BADASSERY (listen to learn what that means), a motivational speaker, and President of Victims for Justice. But most important of all Blaze is a wonderful mom with 2 amazing children with incredibly unique names. You will love listening to Blaze speak and sing. I also do give a tip on Modern Portfolio theory, the Nobel Prize winning research conducted in 1952 that has defined generations of investors. Modern Portfolio Theory is an incredible financial tool most traditional investment managers are using today. Take a listen to learn about MPT, and talk to your financial advisor about how they are using MPT in your investment accounts. If your advisor can't have an intelligent conversation about MPT, FIRE THEM! Then email me at travis@907financial.com immediately. Give it a rip and I hope you enjoy learning about Modern Portfolio Theory and listening to Blaze's story!

Welcome to the 907 Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today!In this weeks episode I have a very special guest featured in the 907 Spotlight. Megan Militello is the founder and owner of Elevated Oats. I had the privilege of seeing Megan speak at 1 Million Cups recently. Megan's story she told of taking Elevated Oats from an idea, to a functioning company, was so electric I wanted to share it with all my listeners. Listen to Megan's story from serving in Iraq, to being an Air Traffic Controller in Hawaii, to finding one single recipe on Pinterest and making it her own, to starting her company Elevated Oats. Join me in following Megan's journey as she builds her company, and learn the artistic ways she uses to create her own oat base recipes. You can follow Elevated Oats on Facebook & Instagram @elevatedoats. You will also be able to find Elevated Oats at numerous upcoming events in Anchorage and Fairbanks area this year. Give it a rip and I hope you enjoy listening to Megan's story!

Welcome to the Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! In this week's episode I give you:1) U.S. markets update2) Alaska update & talk about 3) Financial Prioritization - Knowing which income stream to turn on and when to use it!This topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial LLC) where I present the "Travis'Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the 907 Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! In this weeks episode I have a very special guest featured in the 907 Spotlight. Solveig Pedersen is a lifelong Alaskan and an incredibly insightful Life Coach. Solveig is also a program instructor teaching communication at UAA and founded her Sol+Heart Coaching practice years ago here in Alaska. In her practice, Solveig helps business owners, community leaders and change makers establish their personal and professional goals and identify the obstacles that may be holding them back from achieving those goals. Solveig's Mastermind Class, "Luminous & In Love" begins this February, that's NEXT WEEK people! This is a fantastic opportunity to work with an incredibly insightful coach and leader to take your life to the next level. This 4 month program is designed to work with you in private 1-on-1 coaching settings and includes community resources to meet other people traveling down the same path of personal mastery. Reach out to Solveig today to reserve your spot in the Sol+Heart Coaching Mastermind Class "Luminous & In Love." Visit her website at solandheart.com, email Solveig at sol@solandheart.com and find her on Facebook and Instagram @solandheart. Here's a link to access the free Trust Yourself Guided Visualization: http://bit.ly/trustyourselfvisualization Here's info about the Luminous & In Love Mastermind: http://bit.ly/luminousandinloveAnd - since we spoke about it on our call - here's a link to the P.S. Consulting site: https://www.pscurators.comThis topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! Want to hear how a dapper, young, handsome bank manager talked foreign students into a van to drive them across town? This episode is for you then! I also want to give a big shout out to The Alaska All Stars U14 Tier 1 Girls hockey team for winning the MLK tournament down in San Jose California last weekend! Big congratulations to Todd Bethard and the all the girls!Oh yeah, I give you 3 of the best retirement solutions you can use as a small business owner, I cover how to set S.M.A.R.T. goals, and financial prioritization. Because it only matters what you keep at the end of the day, so you better know which bucket of money to pull from when it's time. This topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial LLC) where I present the "Travis'Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Financial Tip Friday Podcast, where every Friday I share with you a nugget of financial knowledge that you can take and act on today! In this week's episode I give you:1) U.S. markets update2) Alaska update &3) Money Matters Seminar - Thursday January 23rd!!!This topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial LLC) where I present the "Travis'Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Financial Tip Friday Podcast, where every Monday I share with you a nugget of financial knowledge that you can take and act on today! In this week's episode I recap the U.S. market performance for 2019, and give an outlook of what's to come in 2020. This topic (as all my Financial Tip Friday topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Tuesday on my company's Facebook page (907 Financial LLC) where I present the "Travis's Tip Tuesday" video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Financial Tip Friday Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Dollars & $ense Podcast, where every Monday I share with you a nugget of financial knowledge that you can take and act on today! This week's episode I talk about the importance of financial planning and what financial anxiety is and what steps you can take to overcome it. This topic (as all my Dollars & $ense topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Friday on Facebook when I post my 907 Financial "Just the Tip" Friday video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Dollars & $ense Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Dollars & $ense Podcast, where every Monday I share with you a nugget of financial knowledge that you can take and act on today! This week's episode I give you 5 end of year financial moves to make now!!! This topic (as all my Dollars & $ense topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Friday on Facebook when I post my 907 Financial "Just the Tip" Friday video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Dollars & $ense Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to the Dollars & $ense Podcast, where every Monday I share with you a nugget of financial knowledge that you can take and act on today! This week's episode is on IRA solutions, more specifically Back Door Roth contributions explained. This topic (as all my Dollars & $ense topics are) was requested by a devoted listener. Check out my Facebook page 907 Financial LLC to get more information on this podcast and how I help educate people on financial topics. Also, tune in each Friday on Facebook when I post my 907 Financial "Just the Tip" Friday video. These are short clips of information I share with my viewers on whatever financial topic you request. These are great previews to the information I share right here on the Dollars & $ense Podcast. Give it a rip, I hope you enjoy and contact me if you have questions about your financial situation through my website www.907financial.com or email me directly at travis@907financial.com.

Welcome to Episode 2 of the Middle Aged Millionaire! In this episode I interview myself, and ask the set of questions I use to interview my guests. All the questions are geared towards learning about our relationship with money and finances. I share with you what I wish I could have learned about money, what the best piece of financial advice I ever received was, what the worst piece of financial advice I ever received, and what knowledge of money and finances I would like to pass on to the next generation. I'm a huge lover of music and I am ALWAYS on the search for new bands and exciting artists that I love to hear. In this episode I share a clip from the band Mini Mansions newest song, "Hey Lover" featuring Allison Mosshart from their latest album A Guy Walks Into a Bar. Finally, I review the 907 Financial Fitness Academy. I go into detail about what my Financial Fitness Academy looks like and I even provide you with each meetings agenda and a couple of the tools I use with clients, including the Time Traveler Interview and Personal Priorities worksheet. I hope you enjoy this episode of the Middle Aged Millionaire. You can contact me at www.907financial.com or email me directly at travis@907financial.com to inquire about enrolling in the 907 Financial Fitness Academy.

Greetings friends! Welcome to Episode 1 of the Middle Aged Millionaire. This is a very special episode for me, my first guest interviewed is my 10 year old son Thomas Gularte. In this episode Thomas learns how he got his name, I learned how a 10 year old mind thinks about money. I also learned as a parent I need to do a better job educating my own kids on money and finances. Which is why I began this podcast, let's talk about money and learn from each other. Visit my website 907financial.com or email me at travis@907financial.com to ask questions or share your stories about money with me. Please enjoy the listen and share with your friends. Stay tuned for our next episode with one of my favorite local business owners here in Alaska.

Welcome to the Middle Aged Millionaire Podcast, I am your host Travis Gularte and this is episode 0. My chance to share with you how this weekly podcast came to be, what I hope it will teach us all, and share with you my professional experience with managing money, finances, family, work, and all that other bullshit we deal with in our lives. For the full story and full picture of who I am, and how I serve the community, check out my website, www.907financial.com. Please feel free to contact me about any questions you would like answered on this podcast or, schedule a free consultation to speak with me 1-on-1 at travis@907financial.com.