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Money Moment is a quick dose of the latest information on personal finance, investing, and finance tips to guide you on the path to financial confidence. Tune in for weekly topics and conversations! Hosted by Travis Gatzemeier, who is a CERTIFIED FINANCIAL PLANNER™ at Kinetix Financial Planning. Q…

Money Moment


    • Nov 20, 2020 LATEST EPISODE
    • infrequent NEW EPISODES
    • 2m AVG DURATION
    • 236 EPISODES


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    Latest episodes from Money Moment

    Year End Planning: Simplify, Review, and Get Ready! - Ep. 160

    Play Episode Listen Later Nov 20, 2020 2:39


    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I cover simplifying your finances, and reviewing goals to get ready for 2021! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Year End Planning: Bunching Tax Deductions - Ep. 159

    Play Episode Listen Later Nov 18, 2020 1:26


    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss the idea of bunching deductible expenses to potentially save money on your tax bill! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Year End Planning: Maximize Health Accounts - Ep. 158

    Play Episode Listen Later Nov 16, 2020 2:30


    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss two topics around health expenses. I breakdown how to maximize an HSA and then ideas for your FSA at the end of the year! Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Year End Planning: Tax Harvesting - Ep. 157

    Play Episode Listen Later Nov 13, 2020 2:20


    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss how taxable accounts can play a role in tax diversification with the use of tax harvesting. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Year End Planning: Maximize Tax Free Accounts - Ep. 156

    Play Episode Listen Later Nov 11, 2020 2:12


    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your tax free accounts before the year ends. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Year End Planning: Maximize Work Optional Plans - Ep. 155

    Play Episode Listen Later Nov 9, 2020 2:23


    As we close in on the end of 2020, this is a great time to do optimize your finances! The week I am covering some items from my year-end financial planning checklist. In this episode, I discuss maximizing your work optional plans before the year ends. Do you want a free PDF of my 14 point financial planning checklist? >> Send an email to travis@kinetixfp.com Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Open Enrollment: Life and Disability - Ep. 154

    Play Episode Listen Later Nov 6, 2020 3:09


    This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In the final episode this week, I am covering what to look for with life and disability insurance. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Open Enrollment: HSA or FSA - Ep. 153

    Play Episode Listen Later Nov 4, 2020 3:01


    This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In this episode, I explain the differences between an HSA (health savings account) and an FSA (flexible spending account). Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Open Enrollment: Health Insurance - Ep. 152

    Play Episode Listen Later Nov 2, 2020 2:52


    This week I am giving a few tips on what to look for during open enrollment. For most people, open enrollment runs from Nov.1 - Dec. 15. During this time you can make changes to your benefits plans. Its important to spend some time reviewing your coverage and how you utilized your coverage over the last year to determine any changes. In this episode, I am covering a few things to think about when it comes to health insurance. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    4 Ways To Get Free Money: Unclaimed Property - Ep. 151

    Play Episode Listen Later Oct 23, 2020 2:30


    This week I am talking about my 4 favorite ways to get free money! In the final episode this week, I discuss a little known way to find free money! Unclaimed property! This is simply money that has been lost. Tune in to find out what it is and how to track it down. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    4 Ways To Get Free Money: Your Employer - Ep. 150

    Play Episode Listen Later Oct 21, 2020 2:21


    This week I am talking about my 4 favorite ways to get free money! In this episode, I discuss 2 ways to get free money from your employer. The first, a health savings account or HSA. Some employers actually make contributions along with your contributions to an HSA. If your employer doesnt offer this benefit, it can still be worth utilizing an HSA! Tune in to find out why! And second, your 401k match. This is simple, but many people still miss out on free money by not participating in their employer plan. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    4 Ways To Get Free Money: ESPP - Ep. 149

    Play Episode Listen Later Oct 19, 2020 1:14


    This week I am talking about my 4 favorite ways to get free money! In this episode, I discuss an employee stock purchase plan or ESPP. The discount on employer shares is a great way to put free money in your pocket if you have to available cash flow! Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Investments and Elections: When To Make Moves - Ep. 148

    Play Episode Listen Later Oct 16, 2020 3:00


    The election is a hot topic right now. Many people are concerned about their investments and what the election means for their money. This week I am continuing the conversation from last week on how to think through the upcoming election and your investments. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Investments and Elections: Headline Advice - Ep. 147

    Play Episode Listen Later Oct 14, 2020 2:54


    The election is a hot topic right now. Many people are concerned about their investments and what the election means for their money. This week I am continuing the conversation from last week on how to think through the upcoming election and your investments. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Investments and Elections: Get Used To It - Ep. 146

    Play Episode Listen Later Oct 12, 2020 1:52


    The election is a hot topic right now. Many people are concerned about their investments and what the election means for their money. This week I am continuing the conversation from last week on how to think through the upcoming election and your investments. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Investments and Elections: In the Moment - Ep. 145

    Play Episode Listen Later Oct 9, 2020 3:43


    The election is a hot topic right now. For many people, the question is how to navigate their investments through all the noise and potential outcome of the election. This week I am taking a dive into how to think through elections, opinions, and predictions when it comes to managing your money through times like this. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Investments and Elections: Can You Navigate? - Ep. 144

    Play Episode Listen Later Oct 7, 2020 3:10


    The election is a hot topic right now. For many people, the question is how to navigate their investments through all the noise and potential outcome of the election. This week I am taking a dive into how to think through elections, opinions, and predictions when it comes to managing your money through times like this. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Investments and Elections: Nobody Knows - Ep. 143

    Play Episode Listen Later Oct 5, 2020 3:47


    The election is a hot topic right now. For many people, the question is how to navigate their investments through all the noise and potential outcome of the election. This week I am taking a dive into how to think through elections, opinions, and predictions when it comes to managing your money through times like this. Read my thoughts here: https://www.linkedin.com/pulse/heres-what-you-should-do-your-investments-upcoming-gatzemeier-cfp-/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook Disclosure: This is for educational purposes only and is not a recommendation of any kind. Please consult your financial professional for recommendations on your particular situation.

    Bad Financial Advice: Buy Gold To Hedge Inflation - Ep. 142

    Play Episode Listen Later Oct 2, 2020 2:49


    There is a lot of bad financial advice out there. Most of this comes from the gurus who use broad financial statements. Most of these statements provide little to no value to the public. This week on Money Moment, I talk about the most common pieces of bad financial advice I hear and what to think about when you hear this advice. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook

    Bad Financial Advice: Buying Is Better Than Renting - Ep. 141

    Play Episode Listen Later Sep 30, 2020 2:38


    There is a lot of bad financial advice out there. Most of this comes from the gurus who use broad financial statements. Most of these statements provide little to no value to the public. This week on Money Moment, I talk about the most common pieces of bad financial advice I hear and what to think about when you hear this advice. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook

    Bad Financial Advice: Don't Buy The Daily Latte - Ep. 140

    Play Episode Listen Later Sep 28, 2020 2:32


    There is a lot of bad financial advice out there. Most of this comes from the gurus who use broad financial statements. Most of these statements provide little to no value to the public. This week on Money Moment, I talk about the most common pieces of bad financial advice I hear and what to think about when you hear this advice. Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook

    ESPP Basics: Part 3 - Ep. 139

    Play Episode Listen Later Sep 25, 2020 3:58


    An employee stock purchase plan is a valuable part of a compensation plan. Its also just like free money! If your company offers an ESPP, it's worth understanding the mechanics before you decide whether to take part. In this 3 part series, I cover the basics of an ESPP to help maximize your opportunity. If you want to learn more, check out this ESPP intro blog post I wrote >> https://kinetixfp.com/employee-stock-purchase-plan/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook

    EPP Basics: Part 2 - Ep. 138

    Play Episode Listen Later Sep 23, 2020 3:06


    An employee stock purchase plan is a valuable part of a compensation plan. Its also just like free money! If your company offers an ESPP, it's worth understanding the mechanics before you decide whether to take part. In this 3 part series, I cover the basics of an ESPP to help maximize your opportunity. If you want to learn more, check out this ESPP intro blog post I wrote >> https://kinetixfp.com/employee-stock-purchase-plan/ Interested in working with me? Schedule a quick chat >> https://kinetixfp.com/lets-connect/ Join my weekly e-letter >> http://bit.ly/taxsavvybook

    ESPP Basics: Part 1 - Ep. 137

    Play Episode Listen Later Sep 21, 2020 3:00


    An employee stock purchase plan is a valuable part of a compensation plan. Its also just like free money! If your company offers an ESPP, it's worth understanding the mechanics before you decide whether to take part. In this 3 part series, I cover the basics of an ESPP to help maximize your opportunity. If you want to learn more, check out this ESPP intro blog post I wrote: https://kinetixfp.com/employee-stock-purchase-plan/ Interested in working with me? Schedule a quick chat: https://kinetixfp.com/lets-connect/ Join my weekly e-letter: http://bit.ly/taxsavvybook

    Stock Market Versus The Economy - Ep. 136

    Play Episode Listen Later Sep 11, 2020 3:40


    A few weeks ago I recorded a quick video on the stock market versus the economy. Lately, we have seen the stock market in full recovery mode, but the economy hasn't shown much improvement. In this episode, I am sharing the audio from that video with some ideas on why the stock market and the economy are out of whack in the short term.

    Financial Planning Versus Investing - Ep. 134

    Play Episode Listen Later Sep 9, 2020 3:41


    A few weeks ago I recorded a quick video on how financial planning is different than investment management. It's commonly misunderstood that financial planning is just investments. Investing is a piece of an overall financial plan. In this episode, I share the audio from that video and break down the differences!

    Labor Day Free Offer!

    Play Episode Listen Later Sep 7, 2020 1:31


    I hope you are enjoying the day off and holiday weekend! No topics today, but I do want to let you know about a free offer! Have you been thinking about getting a financial planner or want to know how a planner can help your situation? I have a solution for you. Right now I am doing a free video assessment. Just head on over to www.kinetixfp.com/freevideo. Answer a few quick questions and I will email you a video with actionable feedback! First come, first serve!

    Things To Avoid On The Path To Financial Freedom: Complacency - Ep. 133

    Play Episode Listen Later Sep 4, 2020 2:24


    This week I am covered the last few items on my list of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!

    Things To Avoid On The Path To Financial Freedom: The Joneses - Ep. 132

    Play Episode Listen Later Sep 2, 2020 2:00


    This week I am covered the last few items on my list of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!

    Things To Avoid On The Path To Financial Freedom: Financing Life - Ep. 131

    Play Episode Listen Later Aug 31, 2020 2:08


    This week I am covered the last few items on my list of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!

    Things To Avoid On The Path To Financial Freedom: No Plan - Ep. 130

    Play Episode Listen Later Aug 28, 2020 2:42


    This week I am continuing with the topic of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!

    Things To Avoid On The Path To Financial Freedom: Lifestyle Creep - Ep. 129

    Play Episode Listen Later Aug 26, 2020 2:15


    This week I am continuing with the topic of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!

    Things To Avoid On The Path To Financial Freedom: Overpaying Taxes! - Ep. 128

    Play Episode Listen Later Aug 24, 2020 3:04


    This week I am continuing with the topic of things to avoid on your path to financial freedom. Many things can get in the way on your path to creating wealth or reaching financial freedom. Tune in and be aware of things that can cause a negative long term impact on your wealth!

    Things To Avoid On The Path To Financial Freedom: Emotions - Ep. 127

    Play Episode Listen Later Aug 21, 2020 2:36


    Many things can get in the way on your path to creating wealth or reaching financial freedom. This week I am talking about things to avoid on your path to financial success and how to potentially minimize these things.

    Things To Avoid On The Path To Financial Freedom: High Fees - Ep. 126

    Play Episode Listen Later Aug 19, 2020 2:45


    Many things can get in the way on your path to creating wealth or reaching financial freedom. This week I am talking about things to avoid on your path to financial success and how to potentially minimize these things.

    Things To Avoid On The Path To Financial Freedom: Low Returns - Ep. 125

    Play Episode Listen Later Aug 17, 2020 3:16


    Many things can get in the way on your path to creating wealth or reaching financial freedom. This week I am talking about things to avoid on your path to financial success and how to potentially minimize these things.

    Why It's important to Unplug: Motivation - Ep. 124

    Play Episode Listen Later Aug 14, 2020 2:35


    A few weeks ago I spent some time in Wyoming and Montana. It's always nice to get away to unplug and relax. This week I'll be sharing the importance of unplugging, whether on vacation or your daily routine.

    Why It's important to Unplug: Live in the moment - Ep. 123

    Play Episode Listen Later Aug 12, 2020 2:05


    A few weeks ago I spent some time in Wyoming and Montana. It's always nice to get away to unplug and relax. This week I'll be sharing the importance of unplugging, whether on vacation or your daily routine.

    Why It's important to Unplug: Better Sleep - Ep. 122

    Play Episode Listen Later Aug 10, 2020 2:36


    A few weeks ago I spent some time in Wyoming and Montana. It's always nice to get away to unplug and relax. This week I'll be sharing the importance of unplugging, whether on vacation or your daily routine.

    Financial Advice for Oil & Gas Professionals: Risk and Estate Planning - Ep. 121

    Play Episode Listen Later Aug 7, 2020 3:16


    This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.

    Financial Advice for Oil & Gas Professionals: Tax Planning - Ep. 120

    Play Episode Listen Later Aug 5, 2020 3:41


    This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.

    Financial Advice for Oil & Gas Professionals: Retirement - Ep. 119

    Play Episode Listen Later Aug 3, 2020 5:34


    This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.

    Financial Advice for Oil & Gas Professionals: Investing - Ep. 118

    Play Episode Listen Later Jul 31, 2020 3:55


    This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.

    Financial Advice for Oil & Gas Professionals: Planning! - Ep. 117

    Play Episode Listen Later Jul 29, 2020 3:36


    This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.

    Financial Advice for Oil & Gas Professionals: Use Time! - Ep. 116

    Play Episode Listen Later Jul 27, 2020 1:46


    This episode is part of a series for oil & gas professionals. I will be breaking down tips and advice when it comes to getting more out of your money as a high earning professional. You don't have to be in the oil & gas field to get value out of this series.

    Under The Radar Ways to Save: Non Deductible IRA - Ep. 115

    Play Episode Listen Later Jul 24, 2020 3:15


    This week I am talking about under the radar ways to save! I'll share a few overlooked savings strategies and how you can potentially benefit. With a bit of good financial planning, you may be able to out these techniques into action and get more out of your money. In this episode, I talk about non deductible IRAs and how they can used for additional savings!

    Under The Radar Ways to Save: After Tax 401k Contributions - Ep. 114

    Play Episode Listen Later Jul 22, 2020 3:18


    This week I am talking about under the radar ways to save! I'll share a few overlooked savings strategies and how you can potentially benefit. With a bit of good financial planning, you may be able to out these techniques into action and get more out of your money. Todays topic is after tax 401k contributions! Thats right, you can make contributions to your 401k above the $19,500 annual pre tax limit!

    Under The Radar Ways to Save: HSA Accounts - Ep. 113

    Play Episode Listen Later Jul 20, 2020 3:16


    This week I am talking about under the radar ways to save! I'll share a few overlooked savings strategies and how you can potentially benefit. With a bit of good financial planning, you may be able to out these techniques into action and get more out of your money. First up, HSA accounts!

    This vs That: You and The World - Ep. 112

    Play Episode Listen Later Jul 17, 2020 2:38


    This week I am talking about this versus that. I'll be comparing two topics thats have to do with finance and planning. Today, I talk about you versus the world.

    This vs. That: Rich and Wealthy - Ep. 111

    Play Episode Listen Later Jul 15, 2020 3:58


    This week I am talking about this versus that. I'll be comparing two topics thats have to do with finance and planning. Today, I talk about the differences in being rich and being wealthy.

    This vs. That: Mutual Funds and ETFs - Ep. 110

    Play Episode Listen Later Jul 12, 2020 3:55


    This week I am talking about this versus that. I'll be comparing two topics thats have to do with finance and planning. Today, I start with something I have talked about before which is mutual funds versus ETFs.

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