Making Your Money matter explores the journey to discovering what personal values you’d like to see your money serve. Weekly we discuss real life financial planning needs and considerations with your host Kyle Hart, the Founder and Lead Financial Planner of Coastal Wealth Planners.
On today's episode of Making Your Money Matter we are excited to discuss retirement and college savings considerations. We will also talk about how you can save or invest towards paying for college. As always, send any episode questions or suggestions to info@coastal-wp.com, feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
On today's episode of Making Your Money Matter we are excited to welcome our guest Joshua Zirilli CPA (https://joshua-zirilli-cpa.business.site/) to discuss tax hacks you can use around retirement savings. We will also talk about how this applies to small business owners and the options that you have as a small business or solo entrepreneur. Click here for the related blog post. Josh can be contacted directly at (609)467-4111 or joshuazirillicpa@gmail.com . As always, send any episode questions or suggestions to info@coastal-wp.com, feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
In today's episode of Making Your Money Matter we are going to talk about 3 ways to improve your interest rates. For the related blogs please visit: https://coastal-wp.com/blog . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com . --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
On today's episode of Making Your Money Matter we discuss the 5 bad habits that kill your ability to become wealthy. For the related blog please visit: https://coastal-wp.com/5-bad-habits-that-kill-your-ability-to-become-wealthy/ . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com . For access to our FREE client portal registration Please Register HERE --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
In today's episode of Making Your Money Matter we are going to talk about the basics of Roth and Traditional retirement account basics. For the related blog please visit: https://coastal-wp.com/the-top-6-things-you-forgot-to-consider-while-planning-for-retirement/ . As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com . --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
In today's episode of Making Your Money Matter we are going to talk about the basics of Roth and Traditional retirement account basics. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com . --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
In today's episode of Making Your Money Matter we are going to talk about the 12 habits of self-made millionaires. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com . --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
On this episode of Making Your Money Matter we cover the one piece of advice you need to hear now. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com . --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
On today's episode of Making Your Money Matter we will discuss two different types of FOMO for investors and how they can lead to killing you ability to generate wealth. We will also talk about how this applies to Mike Tyson's famous quote that "Everyone has a plan until they are hit in the face". As always, send any episode questions or suggestions to info@coastal-wp.com, feel free to visit our website at www.coastal-wp.com and should you want to book a free consultation call please follow this link: https://calendly.com/khart-coastalwp/introductory-phone --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
In this episode of Making Your Money Matter we are going to cover what your savings milestones should look like as you approach retirement. As always, should you have any questions or need to discuss your individual situation you can set up a FREE consultation here: https://calendly.com/khart-coastalwp/introductory-phone . For more information you can visit our website at www.coastal-wp.com and for any show suggestions you can email us at info@coastal-wp.com . --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
On this episode of Making your Money Matter we talk about why to work with a financial planner even if you manage your own accounts or are a PRO. For more information visit: https://coastal-wp.com/why-you-should-partner-with-a-financial-planner-even-if-youre-a-pro/. For questions or topic suggestions email info@coastal-wp.com and to schedule a FREE consultation call please visit https://calendly.com/khart-coastalwp/introductory-phone --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
On today’s BONUS Episode of Making Your Money Matter we cover the 4 questions to ask your current or prospective Advisor. Join our Facebook Group! As always, if you have questions or suggestions email info@coastal-wp.com or book a free consultation here: https://calendly.com/khart-coastalwp/introductory-phone --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
In today’s BONUS Episode of Making Your Money Matter we will cover investor behavior: are you buying when the store marks up the price? Also, who do you trust for your guidance? For more topics please visit www.coastal-wp.com or send us your questions/topics of interest to info@coastal-wp.com. To schedule a free consultation please visit https://calendly.com/khart-coastalwp/introductory-phone --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
In today’s episode of Making Your Money Matter we discuss 5 Simple Things You Can Do To Save More for the full article click here: https://coastal-wp.com/5-simple-things-you-can-do-to-save-more/. To schedule a Free consultation call please use the following link: https://calendly.com/khart-coastalwp/introductory-phone. And for any questions, topics you’d like to hear about or general inquiries please email info@coastal-wp.com **NOTE** the free client portal requires registration one-time and can be accessed here: https://www.moneyguidepro.com/ifa/Guests.aspx?gst=6A6081E6CE461EC34616ADA6E6F8A1293918EA03A059A0E324E0012C50E3D9E9 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
In today's episode of Making Your Money Matter we review why your progress to goals are the only thing that you should be using to determine your investment “performance”. For the associated blog post please visit https://coastal-wp.com/why-your-goals-are-the-only-index-to-measure-against/ to schedule a FREE Consultation Strategy Call please visit this link: https://calendly.com/khart-coastalwp/introductory-phone and to reach us directly please email info@cosatal-wp.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
On today’s episode of Making Your Money Matter we cover the SECURE Act and it’s changes to: RMDs, Savings Expansion, Small-Business Impacts, Estate Planning Considerations as well as 529 Fund uses and exemptions for Birth or Adoption of a child. To read more visit the blog section on www.coastal-wp.com feel free to schedule a FREE strategy consultation call here: https://calendly.com/khart-coastalwp/introductory-phone or send me an email at info@coastal-wp.com --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/coastal-wp/message
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