Financial Dads

In this episode, I talk to Ben Hockema. Ben founded Illuminate Wealth Management on January 1st, 2020. Prior to Illuminate, Ben spent over a decade at another independent financial firm in the Chicago area. Ben is a Certified Financial Planner and has been featured in The Wall Street Journal, The New York Times, and Financial Planning Magazine, among others. When not running Illuminate and serving clients, Ben spends time with his wife and two kids, cooking new recipes, as well as golfing and playing volleyball.Website: https://www.illuminatewm.com/LinkedIn: https://www.linkedin.com/in/benhockemailluminate/Facebook: https://www.facebook.com/illuminatewealthmanagementInstagram: https://www.instagram.com/benhockemaYouTube: https://youtube.com/@illuminatewealthmanagement9958Twitter: https://twitter.com/IlluminateWM#financialdads#firemovement#benhockemaFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikTok: http://tiktok.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

In this episode, I talk to Chris Miles. Chris is a Cash Flow Expert and Anti-Financial Advisor, who is a leading authority teaching entrepreneurs and professionals how to get their money working for them today. Chris has used his knowledge, not once, but twice, to become financially independent where his passive income exceeded his expenses, not to mention paid off his $1 Million in debt after the last recession without filing bankruptcy. He has been featured in US News, CNN Money, Entrepreneurs on Fire, Bigger Pockets, and has a proven reputation with his company, Money Ripples getting his clients fast, financial results. In fact, his personal clients have increased their cash flow by almost $300 Million in the last 12 years.Website: https://moneyripples.com/LinkedIn: https://www.linkedin.com/in/chriscmiles/Facebook: https://moneyripples.com/Instagram: https://www.instagram.com/moneyripples/YouTube: http://youtube.com/@moneyrippleswithchrismilesTwitter: https://twitter.com/moneyripplesTikTok: https://www.tiktok.com/@moneyripples#financialdads#moneyripples#chrismiles#cashflow#passiveincome#wealthcreation#realestateinvesting#alternativeinvestmentsFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikTok: http://tiktok.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

In this episode, I talk to Julia Barbaro. Julia is a mother of 6 and wife to Gino Barbaro, an entrepreneur and cofounder of Jake and Gino. Together they host the Julia and Gino podcast where they focus on raising a family and running a business. Julia is the author of "The cannolis exploded" and "A Gelato Blast" books for all ages encouraging responsibility, creativity and decision making. Julia and her family live in St. Augustine, Florida where they enjoy the old city and the simple beach life. Today, we will dive into how to successfully balance a career and the home from a personal finance perspectiveWebsite: https://jakeandgino.comLinkedIn: https://www.linkedin.com/in/julia-barbaro/ Facebook: https://www.facebook.com/julia.barbaro.9Instagram: https://www.instagram.com/julia_barbaro_/Facebook: https://www.facebook.com/jakeandginoInstagram: https://www.instagram.com/jakeandgino/LinkedIn: https://www.linkedin.com/company/jake-and-ginoYouTube: https://www.youtube.com/jakeandginoTwitter: https://twitter.com/JakeandGino#financialdads#juliabarbaro#thecannolisexploded#agelatoblast#jakeandgino#homeeconomics#Familygoals#familyislove#familymatters#familyroom#familyfoodFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikTok: http://tiktok.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

In this episode, I talk to Tony Bradshaw. Tony is an author and alternative investments expert. He is the Founder, Author, and President at The Millionaire Choice. Tony believes there should only be 2 types of people in the world: millionaires and future millionaires. He helps move his future millionaires from a scarcity to abundance mindset and lifestyle. Tony grew up in a lower-income neighborhood in Nashville, TN, and in his early 20's, he realized he was mis-managing his money and knew something needed to change. That's when he set out to learn how to handle money better. After learning how to handle money at age 25, Tony made his millionaire choice and created his millionaire plan. He accomplished his goal of becoming a millionaire by age 40. Now he's helping everyone he can make the choice and create their own millionaire plan. Tony also has years of financial experience by running business development for Dave Ramsey. When he's not building future millionaires, he enjoys spending time with his wife, 6 kids and relaxing with his backyard chickens.Website: https://www.themillionairechoice.comBook: https://www.amazon.com/Millionaire-Choice-Not-You-Choose/dp/1683509439LinkedIn: https://www.linkedin.com/in/tonybradshaw/Twitter: https://twitter.com/TonybradshawFacebook: https://www.facebook.com/TonyBradshawFanInstagram: https://www.instagram.com/tonybradshaw.millionairechoice/#financialdads#tonybradshaw#millionairechoice#millioniare#buildwealthFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikTok: http://tiktok.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

In this episode, I talk to Fred Moskowitz. Fred is an author and alternative investments expert. Fred helps busy professionals to build wealth through alternative investments such as real estate and mortgage notes. He is the author of the The Little Green Book Of Note Investing: A Practical Guide for Getting Started with Investing in Mortgage Notes. He is also an experienced speaker and educator.

In this episode, I talk to John Crane. John Crane, Author and financial advisor with Crane Financial. John is a financial advisor with more than two-decades of experience in the financial services industry. He has devoted his career to providing financial guidance to business professionals, corporate executives of small and mid-sized businesses, and medical specialists. John believes cash flow management is the dominant determinant of long-term financial failure or success. All roads lead back to how you manage your cash flow. He is the author of The One-Number Budget, why traditional budgets fail and what to do about it. He teaches how to SIMPLIFY your budget process and how a LIFETIME PERSPECTIVE can enable to you build a funded retirement.Twitter: https://twitter.com/onenumberbudgetWebsite: https://www.cranefinancial.comFacebook: https://www.facebook.com/CraneFinancialAlexandriaLinkedIn: https://www.linkedin.com/in/johncraneLink to book on Amazon: https://geni.us/TheOne-NumberBudgetBook website: https://www.onenumberbudget.com/E-Mail: john.crane@cranefinancial.com#johncrane#onenumberbudget#financialdadsFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikTok: http://tiktok.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!This podcast is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. FinancialDad$ podcast is not affiliated with or endorsed by PAS, Guardian, or Crane Financial and opinions stated are their own.John W. Crane, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 11350 McCormick Road, Executive Plaza III, Suite 202, Hunt Valley, MD, 21031, 667-318-0801. Securities products and advisory services offered through PAS, member FINRA, SIPC.Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Crane Financial LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0G79065. Compliance #2023-149596 Exp 03/2024

In this episode, I talk to Vance Lowe. Vance is the CEO of Private Banking Strategies. With 40 years in the financial industry, Vance has extensive knowledge in the financial arena, extending far beyond his numerous accreditations, honors, and accolades. For over two decades, Vance owned and operated a successful money management firm. He now funds millions into private banking entities every year. Vance has established himself as a “go to person” in the industry because of his extensive knowledge and understanding of the Infinite Banking Strategies. As a husband and father, Vance has a passion to help other families establish their own private banking strategies and become financially independent and free.Twitter: https://twitter.com/youbethebank1YouTube: https://www.youtube.com/channel/UCUUs3bvLrOrxwisBcrDct4gWebsite: https://privatebankingstrategies.com/Instagram: https://www.instagram.com/privatebankingstrategies/Facebook: https://www.facebook.com/PrivateBankingStrategiesLinkedIn: https://www.linkedin.com/in/vancedlowe-rfc-chfc-351479100/#privatebankingstrategies#infinitebankingconcept#banks#cash#money#passiveincome#financialadvice#savingmoney#sustainablefinance#vancelowe#financialdadsFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikTok: http://tiktok.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

In this episode, I talk to Josh Rhodes. Josh Rhodes, Founder of Crypto Y'all to the show. He is a full time crypto investor, enthusiast, and business owner. Josh got his start as a real estate investor and marketing agency owner before discovering the power of crypto as a wealth building asset. Now, he helps the crypto curious safely understand how they can invest in the greatest financial technology in history.LinkedIn: https://www.linkedin.com/in/josherhodes/YouTube: http://youtube.com/@cryptoyallWebsite: https://www.cryptoyall.com/Instagram: https://www.instagram.com/jrhodesbiz/Facebook: https://www.facebook.com/groups/462368032171181Crypto Farming: https://www.cryptoyall.co/cryptofarming#cryptoyalll#crypto#bitcoin#joshrhodes#financialdadsFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikTok: http://tiktok.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

In this episode, I talk to Eric Miller. Eric is the Co-Owner of Econologics Financial Advisors and the Chief Financial Advisor. He takes pride in helping practice owners become the financial heroes of their own stories and has taken this passion to over 600 families in the past decade. During this time, he's had over 15,000 conversations with practice owners regarding money, investing, practice expansion, practice transitions, taxes, asset protection, estate planning, and helping them shape their financial attitude toward abundance. Econologics Financial Advisors is an Inc. 5000 honoree for 2019 as one of the fastest growing companies in the US.LinkedIn - https://www.linkedin.com/in/ericisyourbfff/YouTube - https://www.youtube.com/@FinancialBeast/Website - https://econologicsfinancialadvisors.com/meet-our-team/Instagram - https://www.instagram.com/financialbeastmode/Facebook - https://www.facebook.com/econologicsfinancial/#ericmiller#econologics#financialbeast#financialbeastmode#financialdadsFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikTok: http://tiktok.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

In this episode, we talk to Mark Willis. Mark is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNER, a THREE TIME #1 Best Selling Author, the Owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois and co-host of the Not Your Average Financial Podcast. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions unknown to most financial gurus. He has become known as “Not Your Average Financial Planner!”LinkedIn - https://www.linkedin.com/in/marklakegrowth/Podcast - http://nyafinancialpodcast.com/Website - https://lakegrowth.com/Twitter - https://twitter.com/LakeGrowthFacebook - https://www.facebook.com/lakegrowth/#markwillis#notyouraveragefinancialpodcast#lakegrowth#financialdadsFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikToc: http://tiktoc.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

In this episode, we talk to Jerry Fetta is the owner and founder of Wealth DynamX. WealthDynamX is a Financial Firm that helps thousands of clients across the U.S. build wealth. Jerry has a passion for providing financial education for families so they can become solvent and achieve greater financial freedom in life. Jerry is married to his wife and business partner, Lexy, and together they have achieved Financial Independence in their own lives before the age of 30 and want to help as many families as they can to do the same!Twitter - twitter.com/jerryfettaFacebook - www.facebook.com/WealthDynamXInstagram - www.instagram.com/jerryfettaFor a free book from Jerry!jerryfetta.com/B2FPromo#dynamx#jerrryfetta#buildwealth#financialfreedom#financialdadsFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikToc: http://tiktoc.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

In this episode, we talk to Paul Zweben about navigating the real estate market in major cities, in particular, in the New York City Market. Paul is a successful Sales agent at Douglas Elliman Real Estate. Paul started his career in the restaurant industry. With the goal of “making every guest in his restaurants happy”, Paul formed a restaurant partnership in 1993 which made him a major part of fine dining establishments such as RAIN, CALLE OCHO, BLT PRIME AND DJANGO. In 1993, Paul found his second passion, real estate, and bought his first apartment building in what was then the unknown Windsor Terrace section of Brooklyn. He continued to accumulate ownership of deeds and managed multiple residences throughout Brooklyn and Manhattan. Today, an extreme “whatever it takes attitude” in both fields is what makes Paul Zweben your ideal real estate agent for either side of the transaction. Whether it is buying or selling a home, Paul and his Partner, Carolyn Zweben, Vice President of Douglas Elliman, serve up the best residences for their customers, while catering to the needs of their owners.pzweben@elliman.comhttps://www.linkedin.com/in/paulzwebenakahungrydomaine/http://www.thezwebenteam.comhttps://www.youtube.com/@PaulZweben#nycrealestate#paulzweben#carolynzweben#douglaseliman#realestate#realestateexperts#realestateadvice#homeforsale#homeforsalenyc#luxuryrealestate#condoliving#housegoals#househunting#financialdadsFinancial Dads Information!Facebook: http://www.facebook.com/financialdadsTwitter: http://www.twitter.com/financialdadsInstagram: http://www.instagram.com/financialdadsTikToc: http://tiktoc.com/@financialdadsYouTube: http://youtube.com/@financialdadsWebsite: http://www.financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

Curtis May is the host of The Practical Wealth Show Podcast and the creator and owner of Practical Wealth Advisors. Curtis has been planning for individuals for more than 35 years, and he is passionate about helping his clients save money and live the very best life they can right now. The primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world.curtmay@gmail.compracticalwealthadvisors.comhttps://www.linkedin.com/in/curtismay/#financialdads #practicalwealthshowFinancial Dads Info:Facebook: facebook.com/financialdadsTwitter: @financialdadsInstagram: @financialdadsTikToc: @financialdadsYouTube: https://www.youtube.com/channel/UC1IRE-8T9CXtyvLgIUxjbUwWebsite: financialdads.comE-Mail: financialdads@gmail.comThe Financial Dads Podcast is available on many platforms!Audible: https://www.audible.com/pd/Financial-Dads-Podcast/B08K57767T?action_code=ASSGB149080119000H&share_location=pdp&shareTest=TestShareApple: https://podcasts.apple.com/us/podcast/financial-dads/id1464624758RedCircle: https://redcircle.com/shows/financial-dadsSpotify: https://open.spotify.com/show/4rLZoshYUhsOd9ZmC3C7moOr wherever you listen to your favorite podcasts!

André Stewart is the founder and CEO of InvestFar Capital, Residual Roads Business Institute, and InvestFar, the first mobile app that lets you purchase, renovate, sell, or manage an investment property remotely globally. Previously a commercial banker at Wells Fargo, Silicon Valley Bank and a private bank named OneWest Bank as an advisor to CEOs of startups, major tech companies, and high net worth individuals, everything changed when at the age of thirty-three, his doctor ordered him to quit. André then discovered the knowledge of real estate investing and was able to achieve financial independence in less than seven months in that industry. André is also the author of The Real Estate Investing Diet.#financialdads #investfar #realestate #realestateinvestingdiet

Deanna is a highly respected thought leader, who has spent almost 20 years researching, designing, and building asset-based solutions to complex social and business challenges. Today, she travels the world inspiring and educating audiences through poignant storytelling. Deanna works tirelessly to help people find their purpose, which in turn helps their companies and organizations thrive. This is why brands like GE Healthcare, Harvard, Ascension, Northwestern Mutual, Women Lead Global Change, Rockwell, Kohl's, Associated Bank, Manpower, and many more have asked her to engage their teams. Deanna helps her clients create more equitable and inclusive work environments and engage more authentically within their internal and external communitieshttps://www.deannasingh.com/https://www.facebook.com/purposefulhustlehttps://www.instagram.com/Deannasingh1/https://www.linkedin.com/in/deannasingh/#financialdads #dei #diversity

Patrick Yip serves as the Director of Business Development at APMEX and OneGold. APMEX is one of the largest retailers of physical gold, silver, platinum and palladium, and has sold over $15 billion in product over its 20+ year history. OneGold is a fast growing online precious metals platform that has processed over $750 million in transactions during its first three years in business. Mr. Yip joined APMEX in 2011 and has held roles in Merchandising, Sales, Project Management and Business Development. He played a key role in the company's 250%+ growth on marketplaces such as eBay, Amazon and Walmart.Patrick YipOneGold / APMEXPatrick's Email: patrick.yip@apmex.comwww.onegold.comLinkedIn: https://www.linkedin.com/company/apmex-incFacebook: https://www.facebook.com/onegoldinc/Twitter: https://twitter.com/OneGold_?s=20&t=PaDp1fzkrqvqEcre2OrXTgInstagram:https://www.instagram.com/_onegold/?hl=en#financialdads

Howie Zales is an Emmy Award winning Camera Operator who turned his passion for television broadcasting into several entrepreneurial endeavors.Howie created HJZ Productions, Inc in 2000 to address the need for professional level sports crewing/staffing in the New York market. Under his leadership, HJZ Productions grew to a multi-million dollar nationwide provider of top talent in the broadcasting field. In 2019, Howie and his team founded Viridity Entertainment Services, Inc. (VES) which initially focused on staffing in non-union markets.With the onset of the COVID-19 pandemic in early 2020, they quickly pivoted to offering best in class, broadcast quality livestreams of professional sports shows and interviews, corporate interviews and meetings, and religious services. In addition, Howie took his love of the television production business and created The TV Sports Course, a hands-on training boot camp for the next generation of television crew professionals.Howie is a graduate of the State University of New York at Plattsburgh's Mass Communication program.#financialdads #howiezales

Sean has been training, mentoring, and educating all his life. An exceptionally well- regarded conference speaker and author, Sean has delivered talks for Fortune 50 companies and top tier conferences. He has also been the author of several books on technical as well as business topics.Sean has also been a professional services firm owner for over 20 years. His professional services work has spanned consulting engagements with the Fortune 50 and startups you've heard of, the sale of his first professional services company, and the growth of delivery, sales, marketing, and operational practices inside professional services firms.In short, Sean brings a wealth of knowledge when it comes to surviving and thriving as a service firm owner or the leader of a practice area inside a larger services firm.#financialdads #seancampbell

This episode is A Millennial's Guide to Financial Planning. David has 35+ years in business and investing and 2 published books on finance and retirement. David's inspiration and zest for life have been shaped by a lifetime of international adventures. With a current tally of more than 75 countries on six different continents, his quest for extreme travel has included hitchhiking from Nairobi to Cape Town, Africa and climbing the infamous peaks of the Nepalese Himalayas. Topics include ETF vs. Mutual Funds and the most important investment lesson from the world's greatest mountaineer.#financialdads #etfs #mutualfunds

We talk to Brad about College planning; advice on how to combat misinformation around college planning. Brad has worked with thousands of families to plan and save for college using strategies that have been proven to be smart and effective. He hosts Taming the High Cost of College, a top-charting podcast in the Education space. He had recently appeared in many esteemed parenting podcasts such as Power Your Parenting: Moms with Teens, Moms of Tweens and Teens, Finding Your Village, Dad Up Podcast, and others. Brad focuses on helping families navigate their way towards financial aid, scholarships, student loans, and many other strategies.#financialdads #collegeplanning #costofcollege

We welcome back to the podcast Maryann Keith. She is a financial advisor working with single, divorced, and widowed women specializing in holistic financial planning. We talk to her about charitable giving and financial planning. We cover topics including Donor Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and the tax advantages of charitable giving.#financialdads #financialplanning #QCDs #charitablegiving

One of the Pauls talks to his daughter Julia about thrifting and other bargain hunting adventures. Topics include shopping at thrift stores, tag sales, how to find great bargains, and great thrifting tips.#financialdads #thrifting #tagsales #thriftingtips

One of the Pauls recently brought his son to college and wanted to unload a number of thoughts and topics that are top of mind related to 529 plans, qualified 529 expenses, 592 withdrawals, tips and recommendations, and overall sentiments.#financialdads #529plans

We talk to Drew about buying buying and selling cars in 2022. Drew just went through this real world experience and has a ton of knowledge to convey. He lives in the North Carolina and has three daughters. We talk about buying a new car, selling a lease, the art of negotiation, as well as doing your research when buying a new car!#financialdad #carbuying #sellingalease

We talk to Joe about his book; Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Joe is an executive coach, Managing Partner of Retirement Wisdom, and host of The Retirement Wisdom Podcast, inspiring people to create meaningful lives in retirement. Before he designed his own second act career as a catalyst for positive change and growth, Casey worked for 26 years at Merrill Lynch as Senior Vice President, Head of HR for Global Markets and Investment Banking. Joe's new book, Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy, he presents a proactive and refreshing guide on how to bring your whole brain to retirement and outsmart nine obstacles people face when they retire.#financialdad #retirement #joecaseyhttps://www.linkedin.com/in/joecasey21/https://www.retirementwisdom.comhttps://www.facebook.com/retirementwisdom1https://www.linkedin.com/company/retirement-wisdom-llc/

We talk to Aaron about smart investments for people who don't have an advisor, and financial secrets he wishes everyone knew about! We will also talk about an interesting topic, Pre-IPO and Financial Planning. As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron published his first book “Financial Adulting'' as a guide to help young professionals navigate tax, investment, and estate planning. He lives in the San Francisco Bay Area with his wife, three daughters, two goldendoodles, and five chickens.#financialdads, #RSUs, #IPOs, #financialadultingAaron Rubin, JD, CPA, CFPPartnerwww.wrpwealth.comWerba Rubin Papier Wealth Management, LLCSkype: Stock Options WhispererLinkedIn: www.linkedin.com/in/stockoptionswhispererFacebook: https://www.facebook.com/WRPWealthTwitter: @WRPWEalth

We will talk to Chris about closing on distressed properties; share his strategies that are helping real estate investors and agents increase their revenue by reviving dead leads and turning them into cash.Chris gives us some interesting insight into how he finds his property deal, again another good episode where we learn something new.#ChrisCraddock, #FinancialDads, #RealEstateInvesting, #RealEstateDeals

In this in interview we explore the 831b plans to help keep your business running in rough times. Understand how an 831(b) is like a 401k but for your business. Ed explains why COVID-19 was a hard lesson, insurance carriers denied business interruption claims citing indirect losses and language that limited coverage.  Listen and learn if a tax deferred 831(b) could help your business.Yet another possible financial tool to help support and protect your business.https://www.831b.com#FinancialDads, #831b, #831(b), #TaxDeferedBusiness, #ProtectYourBusiness

We discuss how he "retired" at age 38 after 18 years in the medical device industry. Chris then started Next Level Income where he dedicates his time to helping others become financially independent through education and investment opportunities. https://www.nextlevelincome.com#FinancialDads, #RetireInMy30's, #RetireEarly, #FinancialIndependence, #NextLevelIncome, #RaiseYourIncome

During our interview with Alejandro Szita we discuss things you can do to obtain a mortgage while being self employed. Most of the mortgage environment has been designed for those who are employees and not self employed. We get into some great nuances and the different mindset of the self employed.#FinancialDads, #self-employed, #Selfemployed, #self-employedMortgage, #BetterMortageRatehttps://prosperity-lending.com

Henry Daas is a serial entrepreneur, business coach, screenwriter, and self-described 'ordinary guy', and now personal finance coach! Born in Brooklyn at the tail end of the Eisenhower years, he has lived his entire life in and around NYC. He has lived his life in and around money, as well - from cutting lawns as a kid to managing a stock portfolio as an adult. And everything in between. His debut book,FQ: Financial Intelligence is the culmination of his six decades of financial knowledge and experience.#FinancialDads, #FQ, #FinancialIntelligencehttps://henrydaas.com/https://www.linkedin.com/in/henrydaas

Vince Shorb is the CEO of the National Financial Educators' Council and leads the NFEC's Subject Matter Experts board. Before becoming one of the council's original founders, Shorb spoke with over 20,000 people about their financial situations and reviewed the personal financial statements of more than 10,000 clients across the country. Shorb has over 28 years of investing and financial industry experience and has spent 15 years directly involved in financial education.The National Financial Educators Council is a leading provider of independent financial wellness resources that empowers a global team of financial wellness champions with the resources and training they need to effectively support others in their communities to work toward greater financial security. financialeducatorscouncil.org#FinancialDads #NFEC #FinancialEducation

We revisit all things Crypto Currency in this episode with Shai Perednik, A follow up to our first Crypto Currency episode, but this time with a true subject matter expert in the space. Shai is the global head of blockchain for Amazon Web Services. In this episode, we dive deeper into all things Crypto; understanding what crypto currencies are and learn about blockchain technology, which underpins Crypto Currency. These technologies are intertwined and will have a profound impact on our world. While we are only at the early stages of blockchain and crypto currencies Shai helps to give us a foundation to really begin to understand this topic.#cryptocurrency #cryptocurrencynews #cryptocurrencytrading #cryptocurrencyinviestments #cryptocurrencymining #cryptocurrencycommunity #cryptocurrencyinvestments #CryptocurrencyLifeInvest #cryptocurrencytop10 #cryptocurrencyexchange #cryptocurrencyisthefuture #cryptocurrencymarket #cryptocurrencys #CryptocurrencyOpportunity #cryptocurrencymalaysia #cryptocurrencyshopping #cryptocurrencyrevolution #cryptocurrencysignals #cryptocurrencyTakingover #cryptocurrencyminingmachines #cryptocurrencyTradingPlatform #cryptocurrencymillionaire #cryptocurrencymessenger #Cryptocurrencylife #Cryptocurrencyholdings #cryptocurrencyheadlines #cryptocurrencyeducation #blockchain #blockchaintechnology #blockchains #blockchaindomains #BlockchainFund #blockchainrevolution #blockchainwallet #blockchainnews #blockchainmining #blockchainclub #blockchaine #blockchaintech #blockchainfashion #blockchainlife #blockchainentrepreneur #blockchainconsortium #blockchainmovement #blockchainrenaissance #blockchainsochi #blockchainmemes #blockchainadvocate #blockchainboys #blockchainforlife #blockchainfan #defi LinkedIn: https://www.linkedin.com/in/shaiperednik/https://medium.com/@shaisshttp://shaiperednik.comhttps://www.youtube.com/channel/UCeMcJRSUZIEENZkAmXxUoeQ

We interview attorney Jonathan Rosenfeld and he opens about the behind the scenes of building a small business. How he gets clients, how much time he spends running his business, and how they generate website content. He shares the ratio of time he spends running the business versus servicing clients is interesting. He also explains how to find what keywords to use, claiming your business and so much more.#buildsmallbusiness #smallbusiness #developcontent #financialdads https://www.rosenfeldinjurylawyers.com/https://support.google.com/business/answer/2911778?hl=en&co=GENIE.Platform%3DDesktop

Bernard Reisz (CPA) takes us on a journey on how to leverage your 401k or IRA utilizing a little known IRS area called ROBS (Rollover as Business Start-up.)This can get complicated so listen and don't try this without a proper financial expert that understands the complexity of this financial tool.Bernard is a Principal at ReSure Financial.Prior to founding ReSure Financial, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence.https://www.resurefinancial.comhttps://members.resurefinancial.com/events/retirement-account-rollovers-strategies-fails?instance_index=20210705T200000Zhttps://www.irs.gov/retirement-plans/rollovers-as-business-start-ups-compliance-projecthttps://fitsmallbusiness.com/rollover-business-startups-robs/#401kToStartABusiness #FinancialDads #ReSureFinancial #ROBS #StartAFranchise #IRSROBS #SelfDirected401k #SelfDirectedRetirement

David dabbled in Real Estate investing with just one home. Then a couple of years ago he went all in and now has 13 properties in three markets and looking to grow more. He gives us some real food for thought and practical advice for getting started. Using the passive income he is generating, he is now looking to retire very early.#RealEstateInvesting #FinancialDads #RetireEarly #PassiveIncome #RentalVsFlip #Interview

The Financial Dads interview the dynamic personality, Brad Sugars. Brad has written 17 books, is CEO of 11 companies, and has a unique talent of breaking down complex thoughts and ideas in a way we can all understand. One of his best and most successful books is the Billionaire In Training. This powerful episode might have even changed one of the hosts point of view on owning versus renting. Brad even shares the best advice he has received and one the the biggest financial lessons he has learned.#OwningVsRenting #BradSugars #FinancialDads #LeadsVsConnections #BusinessLeadership #Coaching #ProfessionalDevelopmenthttps://www.amazon.com/Billionaire-Training-Instant-Success-Bradley/dp/0071466614https://bradsugars.com

We interview co-author Gene Rice and discuss his unique self-help book that offers a roadmap to kickstart your future. Rags-to-riches author and CEO Gene Rice and his high school English teacher daughter Courtney Bejgrowicz demystify adulthood by sharing critical information alongside professional and personal successes and failures.Gene is a leading executive retained recruiter, chairman of Rice Cohen International, and co-founder of the Plant a Seed Inspire a Dream Foundation, which helps children pursue their passions. He brings a desire to help others to all he does.https://www.gradtogrownup.comhttps://www.amazon.com/Grad-Grown-Up-Excel-Personal-Professional/dp/1637581920https://plantaseedfoundation.org#FinancialDads #RoadmaptoSuccess #RagsToRiches #PlantASeed #Interview #LifeAdvice #GetTheJob

In this interview we discuss the concept of Owning the Dash. Developing the mindset necessary to own the dash between your start and your end dates. We get into a good deal of topics during this Interview.Owning the Dash financial planning mindset was inspired by the passing of Anthony's cousin Greg Plitt.On April 12, Anthony will release his new book Owning the Dash: The No-Regrets Retirement Roadmaphttps://owningthedash.comWe also discuss his children books. Dash and Nikki and The Jellybean GameChildren's book Dash-Nikki-Jellybean-Anthony-Delauney#FinancialDads #OwningtheDash #OwntheDash #KidsFinance

Is college worth it? What does college cost? How much in loans will I end up with after college? The Financial Dads tackle the value of college. What is the average amount students say they spend over the course of a degree? Insights from one of the biggest lenders funding college at Sallie Mae.#FinancialDads #CostofCollege #AverageCostofCollege #IsCollegeWorthIt #ManagingFinances #PersonalFinance #ValueofMBA #HSBCValueofEducationhttps://salliemae.withfrank.org/college-search/Most over rated degree according to Mark Cuban:https://www.goalcast.com/most-overrated-college-degree-mark-cuban/https://www.thebalance.com/college-graduate-salaries-expectations-vs-reality-4142305HSBC college costing fact sheet: https://www.us.hsbc.com/content/dam/hsbc/us/en_us/value-of-education/HSBC_VOE5_USA_FactSheet_508r2.pdf

We interview Joe DiSanto. He is the owner of Play Louder!, Fractional CFO, Consultant, and Authority Blogger. Joe helps individuals and business owners increase their net worth and plan better for their future. You have career coaching, workout coaching, Dr's, but to you have a financial coach? We discuss how having a financial coach can help you plan better and smarter. Joe discusses his three pillars. Financially prudent, business minded, investing focused. Treat you personal finances like business finances. https://www.playlouder.com#FinancialDads #FinancialCoach #PlayLouder #BangOnTheDrumsAllDay #FractionalCFO #FreeFinancialTools #FreeFinancialPlanningTool #HopeIsNotAPlanhttps://www.linkedin.com/in/josephdisanto/https://www.facebook.com/playlouderblog/https://www.youtube.com/c/PlayLouderCheck out some of Play Louder's most popular content…The Financial Planning Process: Your Route to Financial Independence!How to Incorporate Yourself to Save Money (and Protect Your Assets)How to Make Your Money Work for You: 7 Modern Methods for Investing in “The Market”Top 5 Personal Bookkeeping Software Options: Personal Capital vs Mint vs Quicken vs Money Dance vs CountaboutFundrise vs DiversyFund vs CrowdStreet: The Best Sites for Crowdfunded Real Estate InvestingAcorns vs Robinhood vs Webull vs M1 Finance: Which One is the Best?

Maryann shares with us her experience and advice working with single, divorced, and widowed women specializing in holistic financial planning. With extensive expertise in Social Security, she talks to us about many aspects of this valuable benefit including tax implications and planning, when to start taking your benefits, and common misconceptions and mistakes people often make. When to take Social Security is a critically important decision. Maryann is a Certified Financial Planner (CFP) as well a a Certified Investment Management Analyst (CIMA)#financialdads #socialsecurity #financialplanning #whentotakesocialsecurity #bedenwealth #interview #CFP #CIMAhttps://www.bedenwealth.com/maryann-keithhttps://www.bedenwealth.com

The financial dads take on one of the most emotional financial topics. Your daughter's wedding. We invite back our special guest Tony Johncola to share the details from a dad's perspective with the wedding just weeks away. Tony, Paul, and Paul have a friendly and honest discussion in regards to wedding planning. We cover a number of topics including wedding costs, guests, logistics, and planning. #financialdads #weddings #weddingplanning #Fatherofthebride #costofwedding #weddingbudget

Peter shares with us his life experiences as they relate to a minimalist lifestyle. When you live as a minimalist, you strive to only use things that serve a purpose. It's about living simply and having only what you need to go about your daily life. We explore topics such a needs vs. wants, decluttering, and frugality. He also shares some great decision making advice. #financialdads #needsvswants #frugality #minimalistlifestyle

Money is emotional, Jonathan shares how his training as seminarian and Buddhist academic to a financial advisor has helped his clients. Jonathan also shares how a fiduciary advisor is different than a broker and why this matter to you as an investor. We discuss emotional intelligence and how that should be part of your investing strategy, but is often times overlooked. #financialdads #mindfulmoney #MoneyIsEmotional #FiduciaryvsBroker #AtPeaceWithMoney #JonathanDeYoehttps://mindful.moneyhttps://www.epwealth.comhttps://www.epwealth.com/our-team/jonathan-deyoe?hsLang=enhttps://mindful.money/mindful-money-podcastBook Mindful Moneyhttps://mindful.money/services/financial-education

The do's and dont's of buying and selling a home. Tony Johncola answers some of the hard questions. Why use a broker to sell your home? The pitfalls of FSBO (For Sale By Owner). Have Zillow and Redfin changed the market? What are common buyer and seller mistakes? This is a can't miss episode for anyone even thinking of buying or selling residential real estate. #NearIsHere #FLRealestate #Buyinghotmarket #financialdads

Drew is a Screen-free education ambassador, Marketing Director, Entrepreneur and fellow Podcast Host.Drew not only has wonderful insights into childhood development, but also some great practical advice about starting a business revolving around a cause you believe in, with some excellent entrepreneurial tips & tricks for the listeners to take away. We also discuss the #tonies product.#FinancialDads #ChildhoodDevelopment #ScreenFreeEducationhttps://us.tonies.com

Bequest Funds Martin Saenz discusses his passive income Investing strategy while touching on his 5 books. #passiveincome #Fundingyourfamilyforlife #evergreenfund #financialdads #Interviewhttps://www.bqfunds.comhttps://www.amazon.com/Note-Investing-Made-Easier-Distressed/dp/1546664319/ref=tmm_pap_swatch_0?https://www.bqfunds.com/about-bequest-fundshttps://www.linkedin.com/company/bequest-funds/https://www.youtube.com/channel/UC8CjKHmnXxICejaiLMGPe6w

The New Year is a great time to review your financial health.

Discussion with the author of the book - The Money Nerve: Navigating the Emotions of Money, helps you uncover and understand your financial habits, limiting beliefs and emotional blocks around your finances to create a healthier relationship with money.

For our 100th Episode, we have as our guest Jody Fisher to come back on the show to give us an update on his life, as well as chat about our financial successes and mistakes.