Shot of Tequila

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A financial planning podcast with a kick.

Matthew Daniel

  • Jun 8, 2020 LATEST EPISODE
  • every other week NEW EPISODES
  • 34m AVG DURATION
  • 34 EPISODES


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Latest episodes from Shot of Tequila

Make income with stock you already own

Play Episode Listen Later Jun 8, 2020 32:05


Follow Shot of Tequila Podcast on facebook to see the video when host Matthew Daniel shares his screen. On today's episode Matt teaches us how to make money with the money you've got. Learn about covered calls, buying/selling puts, ETFs, and how to make money off the stock you're already sitting on. www.yahoofinance.com is used in reference in today's episode.

What Should I Do With My 6 Months Of Income?

Play Episode Listen Later May 22, 2020 27:11


In today's episode Host Matthew Daniel talks about what to do once you have that 6 months of income he's always told you to have. We look at Bond Ladders using ETFs or an Insurance plan as possible vehicles aside from just a regular savings account. Listen along and here are the links that Matt references in the show. https://finance.zacks.com/bond-ladders-vs-bond-etfs-1216.html https://www.fidelity.com/viewpoints/investing-ideas/bond-ladder-strategy https://www.insuranceandestates.com/limited-pay-whole-life-insurance/

Dr. Chris Moriarty

Play Episode Listen Later Apr 24, 2020 105:56


On another episode of the Shot of Tequila Podcast host Matthew Daniel sits down and talks on range of subjects from finances to how to learn better, jiujitsu, corona, quarantine, what jiujitsu may look like post quarantine and everything in between with long time friend and a fellow BJJ black belt teammate Dr. Chris Moriarty. Dr. Chris is a Sports Medicine Fellow at Kettering Sports Medicine. Be sure you're following along and Matt is sipping on an Old Fashion in the new formate of the show he's also been listening to Billy Strings (@bliiystrings on Instagram). Pull up chair pour a drink and listen along!

Alec Baulding

Play Episode Listen Later Apr 13, 2020 53:59


Alec Baulding trained at Robert Shaw’s academy. Shaw, also known as the “Bull” was Romero Cavalcanti “Jacaré” Cavalcanti’s first American black belt, and when his academy closed down 1 year into Alec’s training, Baulding decided to join the Alliance Jiu Jitsu Academy headquarters, also in Atlanta. Alec is long time friend of host Matt Daniel and a high level competitor on the BJJ circuit. with accomplishments like: 1st Place ADCC East Coast Trials (2018) 1st Place IBJJF London Fall Open (2017) 1st Place IBJJF Atlanta Winter Open (2016) 1st Place IBJJF Dallas Open (2015) 2nd Place IBJJF European Open (2017) 2nd Place IBJJF Asian Open (2016) 2nd Place IBJJF London Fall Open No-Gi (2017) 3rd Place UAEJJF Grand Slam, Las Vegas (2015) 3rd Place IBJJF Atlanta Summer Open (2015**) Alec and Matt talk about Jiujitsu, what training was like in the earlier days, jiujitsu as a business, and the current situation of the ways that Alec is finding to continue make his way in the Jiujitsu world.

Quarantined taking shots with Rick Guerrero

Play Episode Listen Later Apr 3, 2020 76:00


Host Matthew Daniel sits down on a zoom call with friend and fellow BJJ practitioner Rick Guerrero to chat about whats happening in the finance world, the real-estate world, the Jiujitsu world and they even break out their own bottles to have the first official "shots" on the show. Making the best of this situation connecting through modern technology using the time to educate themselves and anyone who's along for the ride! Find us on facebook for reference video.

Small Business in tough times with Kenny Kim

Play Episode Listen Later Mar 25, 2020 67:54


Kenny is a long time friend, entrepreneur, small business owner, and BJJ Black Belt. Host Matthew Daniel sits down to Chat with Kenny about business and planning for the good times and the bad. find Kenny online @kennykimbjj and his book/brand Mat Made www.mat-made.com

Investing in today's market

Play Episode Listen Later Mar 14, 2020 31:22


Amidst all the chaos and an interesting week in the market host Matthew Daniel sits dow to chat about the current market. Planning goes a very long way especially when things go sideways having someone in your corner to help "quarterback" can sometimes make a huge difference. Stay home and listen to Shot of Tequila find us on Facebook for the visuals.

Kakeibo

Play Episode Listen Later Mar 5, 2020 26:30


Created in 1904 by the Japanese journalist Hani Motoko as an accounting system for housewives, kakeibo is designed to give you control of your budget and make you aware of spending habits. Listen in as host Matthew Daniel talks about the importance of saving.

America Saves

Play Episode Listen Later Feb 24, 2020 19:43


As part of America Saves Week 2020, scheduled for February 24 – February 29, 2020 Shot ofTequila Podcast is spreading the message of saving successfully and urging its network to encourage people to make savings automatic.Since 2007 America Saves Week, coordinated by America Saves and its partners, has been an annual celebration as well as a call to action for everyday Americans to commit to saving successfully. Through the support of thousands of participating organizations, together we encourage our local communities to do a ‘gut-check’ on their finances and saving behaviors. The America Saves pledge is the framework that allows savers to set a goal, and make a plan to achieve better financial stability. Follow Shot Of Tequila Podcast on social media and join in the conversation.

Guest: Kathryn Evans on Social Selling

Play Episode Listen Later Jan 17, 2020 38:19


Host Matthew Daniel (Tequila) chats with long time friend Kathryn Evans about the art of Social Selling. Kathryn Evans helps mentor people in social selling and B2B lead generation. Enjoy Season 2 Episode 1 of Shot of Tequila Podcast be sure you're following along! Find Kathyrn: www.kathrynevans.net Instagram @therealkathyrnenunez

What are some ways you can educate yourself

Play Episode Listen Later Nov 8, 2019 33:15


Host Matthew Daniel talks about ways you can take a common sense approach to educating yourself about financial literacy.

There's a new top don't be on the wrong side of the market correction.

Play Episode Listen Later Nov 1, 2019 29:59


The S&P has never been higher! today''s episode is a follow up to last week 10/26/19 market update. As we said last week we're keeping a close eye on the market as it climbs even higher we look for the correction. Join in this episode as host Matthew Daniel discuss what the possibilities could be coming off the longest bull market this far. Let us know on our socials @shotoftequilapodcast any of your questions .

Market Update 10-25-19

Play Episode Listen Later Oct 26, 2019 35:01


Today's episode is a look at the current market through the lens of an article host Matthew Daniel came across by Maleeha Bengali from Real Money. Don't get caught on your heels with not paying attention to whats happening out in the market. Stay informed! Reference material: https://realmoney.thestreet.com/politics/the-fed-is-running-scared-15138687

The smarter you get the better you get.

Play Episode Listen Later Oct 19, 2019 48:31


On this episode producer Stackhouse has been reading a book "Who owns the future" by Jaron Lanier. Host Matthew Daniel and Stackhouse chat about what the future looks like. Reading is one of the many ways to you can expand your knowledge about certain subjects Matthew explores a conversation hinged around technology and finances. Let us know some of the books you're reading on our Instagram page @shotoftequilapodcast

Working with a financial planner: What is expected of you

Play Episode Listen Later Oct 12, 2019 26:48


Now that you've gotten your basics covered and you have someone in your corner here's an episode with host Matthew Daniel goes through some of the expectations there are once he is consulting for a client. Make sure you have someone helping you making you're executing according to plan. Follow Shot of Tequila on Instagram and Facebook be sure to reach out with any questions.

9 Things you should think about in finances when divorce is Imminent

Play Episode Listen Later Oct 4, 2019 25:38


When divorce is on the horizon here's an episode where we take a look at the 9 things you need to be paying attention to from a financial planning point of view.

Investing in your 50s

Play Episode Listen Later Sep 27, 2019 29:12


In the fifth and final part to our investing series we went decade by decade how your investing should look. This week we talk about what your investing should look like in your 50s.

Investing in your 40s

Play Episode Listen Later Sep 20, 2019 46:08


Continuing our series on what your investing habits should look like decade by decade. Today we discuss the 40s how to make the most of them and how to know what your worth and go get it.

Monday Mini #4: How to work a budget

Play Episode Listen Later Sep 9, 2019 7:06


Today's Monday mini host Matthew Daniel discusses the three tips he gives to successfully working a budget.

Investing In Your 30s

Play Episode Listen Later Sep 6, 2019 39:49


Host Matthew Daniel Continues his series on going decade by decade on what your financial habits should look like. Join in the conversation and find us as Shot of Tequila Podcast on all social media.

What does investing at my age look like? (Part One: Your 20s)

Play Episode Listen Later Aug 30, 2019 32:31


This is part one of a series where host Matthew Daniel answers "What does investing look like at my age?". On today's episode this is the first installment of a series discussing this issue by the decade. If you're in your 20s and you're already thinking about investing you're ahead!

Monday Mini #3: The questions you should ask a financial consultant

Play Episode Listen Later Aug 26, 2019 9:48


Your time is important, Monday Minis are a quick look at some of the thoughts from host and financial planner Matthew Daniel. This week we have some questions for you to have in mind when you're looking for a quarterback in your financial planning.

Episode 10: "I hear what Matt's saying but, how do I get started?"

Play Episode Listen Later Aug 23, 2019 40:50


Host Matthew Daniel has a honest candid conversation with Stackhouse about how to put into action some of what we've learned. The key to any good house is a good foundation. Find the building blocks for your financial planning foundation and dive into a conversation about planning and sticking to that plan.

Monday Mini #2: How do I plan for tomorrow, but live today

Play Episode Listen Later Aug 19, 2019 9:41


Monday Mini #2 is part of the new series from Shot of Tequila coming every Monday 10 minutes of wisdom from financial planner Matthew Daniel. How do you plan for tomorrow while living for today? Sit down today and learn how to get in a position to be able to invest in your tomorrow.

Episode #9: A market update and what to invest in when the market is down.

Play Episode Listen Later Aug 16, 2019 31:58


Host Matthew Daniel sits down this week to give a market update and talks about some smart options such as gold to invest in during a down market.

Monday Mini #1: Now you're in your first job.

Play Episode Listen Later Aug 12, 2019 9:14


Monday Minis is a Mini shot from Shot of Tequila every Monday diving into a subject in finances for 10 minutes. Today host Matthew Daniel sits down and talks about what's next once your at your first job.

Episode 8: Paying for College

Play Episode Listen Later Aug 8, 2019 26:30


Paying for college isn't cheap. Host Matthew Daniel talks tactics to plan for the expenses of college from both the student and the parent side. Find Shot of Tequila anywhere that you download Podcasts.

Episode 7: The Rule of 72

Play Episode Listen Later Jul 29, 2019 32:31


Learn the "Rule of 72" to know how long it will take for you to double your money on an investment. Host Matthew Daniel sits down to share his knowledge on a simple but useful tool to have in one's investment tool bag. Don't miss and episode and subscribe to get weekly podcast about finances and living a fulfilled life. Find us anywhere you download Podcasts and on social media Facebook/IG: @shotoftequilapodcast Twitter: @TheSOTpodcast *Produced by Blind Lincoln Productions a Turnkey Connections Group*

Episode 6: Restricted Property Trust + What's Matt Reading

Play Episode Listen Later Jul 15, 2019 32:03


Today we sit down to learn about a Restricted Property Trust which was designed for business owners and key employees. The main objective is long term tax favored cash growth. Follow us on Instagram and Facebook at @shotoftequilapodcast. You can also finds us on Twitter @TheSOTpodcast Find Shot of Tequila Podcast anywhere you download podcast! *a Turnkey Connections Group Production*

Episode 5: Know your Fees

Play Episode Listen Later Jul 1, 2019 25:04


On this episode host Matthew Daniel sits down to teach you about fees and not letting them become the drain on your accounts. Enjoy Shot of Tequila podcast anywhere you download podcasts! follow us on Instagram and Facebook. @shotoftequilapodcast

IRAs with Financial Planner Matthew Daniel: Ep 4

Play Episode Listen Later Jun 10, 2019 38:46


Episode Four we're talking about IRAs and the ways to use these investment vehicles to accomplish your financial goals. follow @shotoftequila podcast on Facebook, Instagram, Youtube and find us @TheTiquilaPod on Twitter *A Turnkey Connections Group Production

Insurance, the bedrock of a good financial plan: Ep3

Play Episode Listen Later Jun 10, 2019 33:44


In this episode three host Matthew Daniel talks about the bedrock of a good financial plan and that's insurance. We go over different ways you can become your own bank. follow @shotoftequila podcast on Facebook, Instagram, Youtube and find us @TheTiquilaPod on Twitter *A Turnkey Connections Group Production

What is it like for a first meeting with a financial planner: Ep 2

Play Episode Listen Later Jun 10, 2019 34:30


In Episode Two of Shot of Tequila Matt puts producer Isaac through a mock first meeting to show you some of the questions he might ask to help people get on the right track financially. follow @shotoftequila podcast on Facebook, Instagram, Youtube and find us @TheSOTpodcast on Twitter *A Turnkey connections Group production

Why you need a quarterback in your financial planning: Ep 1

Play Episode Listen Later Jun 10, 2019 30:04


Episode one Shot of Tequila, Financial planner Matt Daniel talks about how he helps his clients to accomplish their hopes and dreams. Shot of Tequila is a podcast with the goal to help you learn some of the techniques that Matt takes his clients through to make sure they're managing their money in the smartest way possible. follow @shotoftequila podcast on Facebook, Instagram, Youtube and find us @TheTiquilaPod on Twitter *A Turnkey Connections Group Production.

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