The Moneywise Guys

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“The Moneywise Guys” podcast is all things funny, finance + economics. Utilizing national hot topics of the day as talking points, this show is dedicated to breaking down dense financial concepts with humor and experience while providing practical financial advice for everyday people and all pocketbook sizes. With years of collective experience and unique insights as fiduciary financial advisors, this show and its rotating cast of hosts offers a fresh + humorous hour for any listener that is interested in improving their financial health.

Moneywise Guys


    • May 20, 2026 LATEST EPISODE
    • weekdays NEW EPISODES
    • 50m AVG DURATION
    • 2,698 EPISODES


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    Latest episodes from The Moneywise Guys

    5/20/26 Bubble Trouble? AI, Auto Leases & Credit Cards

    Play Episode Listen Later May 20, 2026 47:25


    The Moneywise Radio Show and Podcast Wednesday, May 20th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

    5/19/26 Doctor Shortages, AI Advances and Preparing for Retirement

    Play Episode Listen Later May 19, 2026 48:43


    The Moneywise Radio Show and Podcast Tuesday, May 19th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Bernard Maristany, M.D., Radiologist at Kern Radiology  website: https://www.radnet.com/kern-radiology/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Bernard Maristany, M.D. & Kern Radiology are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    5/15/26 Gold Bars, Roth Strategies & the Story Behind Happy Whole You

    Play Episode Listen Later May 18, 2026 47:29


    The Moneywise Radio Show and Podcast Friday, May 15th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Anna Marie Frank, Keynote Speaker, THE MINDSET DOCTOR™ & Owner of Happy Whole You websites: https://drannamarie.com/ https://happywholeyou.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dr. Anna Marie Frank & Happy Whole You are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    5/14/26 Before You Sell: Financial Habits and Exit Strategies

    Play Episode Listen Later May 14, 2026 44:00


    The Moneywise Radio Show and Podcast Thursday, May 14th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Patrick Collins, Business Broker & Advisor for Collins Advisory  https://collinsadvisory.biz/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Patrick Collins & Collins Advisory are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    5/13/26 Inside The Basement Venue: Music, Events & Community in Downtown Bakersfield

    Play Episode Listen Later May 13, 2026 49:39


    The Moneywise Radio Show and Podcast Wednesday, May 13th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Augie Petaja, General Manager of The Basement at Woolworth's instagram website The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Augie Petaja & The Basement are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    5/12/26 Inflation, Lending Risks & California's Record Gas Prices

    Play Episode Listen Later May 12, 2026 47:20


    The Moneywise Radio Show and Podcast Tuesday, May 12th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

    5/11/26 The New Energy Crisis? Chad Hathaway Breaks Down Oil in 2026

    Play Episode Listen Later May 11, 2026 46:18


    The Moneywise Radio Show and Podcast Monday, May 11th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Chad Hathaway, President/CEO of Hathaway LLC.  website: https://www.hathawayllc.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Chad Hathway & Hathaway LLC are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    5/8/26 Moneywise in the Age of AI + Getting Down to Business Friday

    Play Episode Listen Later May 10, 2026 44:34


    The Moneywise Radio Show and Podcast Friday, May 8th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guests: Scarlett Sabin, House Manager of the Ronald McDonald House of Bakersfield & Misty Sanders, Co-Owner of American Offroad  websites: https://rmhcsc.org/bakersfield http://www.americanoffroad661.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Scarlett Sabin, Misty Sanders, Ronald McDonald House & American Offroad are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    5/7/26 Markets in Conflict: Risk, Retirement & Business Succession

    Play Episode Listen Later May 7, 2026 44:09


    The Moneywise Radio Show and Podcast Thursday, May 7th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management phone: 661-809-6508 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.  

    5/6/26 Taxes, Trump IRAs & Creative Lending in Today's Housing Market

    Play Episode Listen Later May 6, 2026 49:42


    The Moneywise Radio Show and Podcast Wednesday, May 6th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Ashley Weaver, Mortgage Broker & Owner of Esteem Lending Group website: https://elglending.com/ phone: 661-809-6508 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Nick Gonzalez & The Bakersfield Symphony Orchestra are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    5/5/26 Smarter 401(k)s, Surprising Money Truths & a Bakersfield Symphony Spotlight

    Play Episode Listen Later May 6, 2026 45:36


    The Moneywise Radio Show and Podcast Tuesday, May 5th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Nick Gonzalez, Executive Director Bakersfield Symphony Orchestra website: https://www.bsonow.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Nick Gonzalez & The Bakersfield Symphony Orchestra are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    5/4/26 Understanding Trump IRAs, HSA Tax Advantages & Today's Debt Trends

    Play Episode Listen Later May 4, 2026 47:31


    The Moneywise Radio Show and Podcast Monday, May 4th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allyn Medeiros, Retail Branch Manager  website: https://allynmedeiros.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allyn Medeiros & Agape Mortgage are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    5/1/26 Money, Meaning & Giving: Markets, Buffett & Give Big Kern

    Play Episode Listen Later May 4, 2026 44:16


    The Moneywise Radio Show and Podcast Friday, May 1st  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Fatima "Teems" Tulfo, Interim CEO of the Kern Community Foundation websites: https://www.kernfoundation.org/ https://www.givebigkern.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Teems Tulfo & The Kern Community Foundation are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/30/26 From Wall Street to Camp Okihi: Markets, Mistakes & a Mission

    Play Episode Listen Later May 4, 2026 47:10


    The Moneywise Radio Show and Podcast Thursday, April 30th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Stephen Winters, CEO of the White Wolf Wellness Foundation  website: https://whitewolfwellness.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Stephen Winters & The White Wolf Wellness Foundation are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/29/26 Hard Money Loans + Checklist When Selling Your Business with Patrick Collins

    Play Episode Listen Later Apr 29, 2026 43:50


    The Moneywise Radio Show and Podcast Wednesday, April 29th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Patrick Collins, Business Broker and Advisor for Collins Business  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Patrick Collins & Collins Business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/28/26 Risk, Reward & a Side of Local History

    Play Episode Listen Later Apr 28, 2026 44:13


    The Moneywise Radio Show and Podcast Tuesday, April 28th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Mike McCoy, Executive Director for the Kern County Museum  website: https://kerncountymuseum.org/ phone: 661-437-3330 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Mike McCoy & The Kern County Museum are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/27/26 Budgeting in a Buy Now, Pay Later World + Student Leadership in Kern County

    Play Episode Listen Later Apr 27, 2026 44:57


    The Moneywise Radio Show and Podcast Monday, April 27th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guests: Cherese Grell, CEO & President of Positive Results Unlimited and Director of CityServe Kern & Doug Carter, Broker Associate with Watson Realty & Chairman Kern County Student Leadership facebook The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Cherese Grell, Doug Carter & The Kern County Student Leadership Program are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/24/26 California Soul Food: A Conversation with Kadar of Bentley Bowl

    Play Episode Listen Later Apr 25, 2026 43:53


    The Moneywise Radio Show and Podcast Friday, April 24th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kadar Waller, CEO & Founder of Bentley Bowl website: https://www.bentleybowl.com/ Facebook Instagram The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kadar Waller & Bentley Bowl are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/23/26 The Secret to Happy Retirements & the Risks Lurking in Loans and Crypto

    Play Episode Listen Later Apr 23, 2026 44:13


    The Moneywise Radio Show and Podcast Thursday, April 23rd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

    4/22/26 Will the Kern River Flow Again? Taxes, AI & Valley Water Talk

    Play Episode Listen Later Apr 22, 2026 49:54


    The Moneywise Radio Show and Podcast Wednesday, April 22nd  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Lois Henry, CEO/Editor for SJV Water website: https://sjvwater.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Lois Henry & SJV Water are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/21/26 New Tax Rules, Old Mistakes: What to Avoid This Year

    Play Episode Listen Later Apr 21, 2026 43:32


    The Moneywise Radio Show and Podcast Tuesday, April 21st  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guests: John Duffield CPA/MST website: https://www.bakersfieldaccountants.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Duffield & Integra Acccountancy Corporation  are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/20/26 From Free Money to Financial Security: 401(k)s, Trusts & Market Uncertainty

    Play Episode Listen Later Apr 20, 2026 44:14


    The Moneywise Radio Show and Podcast Monday, April 20th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guests: Catherine Anspach, Director of Development for CAPK & Savannah Oates, Advocacy & Public Relations Manager for CAPK website: https://www.capk.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Savannah Oates, Catherine Anspach & The Community Action Partnership of Kern are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/17/26 Retirement Planning 101: How to Maximize Your 401(k)

    Play Episode Listen Later Apr 18, 2026 44:17


    The Moneywise Radio Show and Podcast Friday, April 17th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

    4/16/26 Mangos, Money & Machine Speed: Today's Unexpected Mix

    Play Episode Listen Later Apr 16, 2026 46:45


    The Moneywise Radio Show and Podcast Thursday, April 16th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Cox, Business Editor for The Bakersfield Californian website: www.Bakersfield.com The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Cox & The Bakersfield Californian are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/15/26 Exit Smarter: Business Strategy with Patrick Collins + Listener Q&A

    Play Episode Listen Later Apr 15, 2026 47:10


    The Moneywise Radio Show and Podcast Wednesday, April 15th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Patrick Collins, Business Broker and Advisor for Collins Business  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Patrick Collins & Collins Business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/14/26 More Than Money: Debt Freedom & Donor Impact with JJ's Legacy

    Play Episode Listen Later Apr 15, 2026 44:32


    The Moneywise Radio Show and Podcast Tuesday, April 14th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Lori Malkin, Founder/Chairperson of JJ's Legacy website: https://www.jjslegacy.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Lori Malkin & JJ's Legacy are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/13/26 Fix Your Finances: Budgeting, Mistakes & a Look at Agilitech

    Play Episode Listen Later Apr 14, 2026 45:26


    The Moneywise Radio Show and Podcast Monday, April 13th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Bo Jones, Lead Renewables Developer/Business Development Leader for Agilitech  website: https://www.agilitechgroup.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Bo Jones & Agilitech are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/10/26 Getting Down to Business with Nicholas Ortiz of Tejon Ranch

    Play Episode Listen Later Apr 13, 2026 43:38


    The Moneywise Radio Show and Podcast Friday, April 10th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Nicholas Ortiz, SVP, Corporate Communications & Public Affairs at Tejon Ranch website: https://tejonranch.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Nicholas Ortiz & Tejon Ranch are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/9/26 Local Banks, Big Decisions & a Big Milestone for Kern Asian Chamber

    Play Episode Listen Later Apr 9, 2026 42:03


    The Moneywise Radio Show and Podcast Thursday, April 9th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guests: Vivian Cao, President of the Kern Asian Chamber of Commerce & Jamila Ha, Secretary of the Kern Asian Chamber of Commerce and is with the KC District Attorneys office  website: https://kernasianchamber.com/ facebook instagram The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. The Kern County Asian Chamber of Commerce are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    4/8/26 Moneywise Returns: Avoiding Debt Traps & The Story of Kern Oil with Rickey Bird

    Play Episode Listen Later Apr 8, 2026 48:23


    The Moneywise Radio Show and Podcast Wednesday, April 8th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Rickey Bird Jr., Director, Actor, Writer & Producer  websites: https://rickeybird.com/ https://kernoilmovie.com/ instagram The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Rickey Bird and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/31/26 Borrowing, Budgeting & Building the Future with Bakersfield College

    Play Episode Listen Later Mar 31, 2026 50:45


    The Moneywise Radio Show and Podcast Tuesday, March 31st  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Stacy Pfluger, Interim President at Bakersfield College website: https://www.bakersfieldcollege.edu/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dr. Stacey Pfluger and Bakersfield College are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/30/26 Banking on Business: A Conversation with AJ Antongiovanni

    Play Episode Listen Later Mar 31, 2026 48:30


    The Moneywise Radio Show and Podcast Monday, March 30th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: A.J. Antongiovanni, President and CEO of Mission Bank  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. AJ Antongiovanni and Mission Bank is not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/27/26 401(k) Game Plan: Contribution Limits, Roth vs Traditional & Smart Allocations

    Play Episode Listen Later Mar 28, 2026 46:25


    The Moneywise Radio Show and Podcast Friday, March 27th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.  

    3/24/26 From the Fed to the Pump: Understanding Today's Economy

    Play Episode Listen Later Mar 28, 2026 54:37


    The Moneywise Radio Show and Podcast Tuesday, March 24th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Dr. Richard Gearhart, Ph. D, Professor of Economics for CSU-Bakersfield  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Dr. Richard Gearhart is not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/23/26 New Vision for BMoA, Plus Tipping Culture & Flight Prices

    Play Episode Listen Later Mar 23, 2026 45:17


    The Moneywise Radio Show and Podcast Monday, March 23rd  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Gilbert Vicario, Executive Director and Chief Curator at the Bakersfield Museum of Art  website: https://www.bmoa.org/ facebook instagram The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Gilbert Vicario and The Bakersfield Museum of Art are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/18/26 Market Uncertainty, Inflation Curiosities & the Heart Behind Bakersfield Angels

    Play Episode Listen Later Mar 18, 2026 52:42


    The Moneywise Radio Show and Podcast Wednesday, March 18th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allison McClain, Co-ED Finance & Development for the Bakersfield Angels  website: https://www.bakersfieldangels.org/ facebook instagram The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allison McClain and The Bakersfield Angels are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/17/26 Your Right to a Lawyer at Risk? Inside California's New Ballot Fight

    Play Episode Listen Later Mar 17, 2026 48:03


    The Moneywise Radio Show and Podcast Tuesday, March 17th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Matt Clark, Attorney + Managing Partner at Chain Cohn Clark Law Firm   website: https://www.chainlaw.com/ Event Details: Date: March 25, 2026 Time: 3:00 p.m. – 6:00 p.m. Location: Chain Cohn Clark 1731 Chester Ave. Bakersfield, CA 93301 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Matt Clark and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/16/26 Water, Agriculture and Energy: The Issues Shaping Kern County

    Play Episode Listen Later Mar 16, 2026 48:14


    The Moneywise Radio Show and Podcast Monday, March 16th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Cox, Business Editor for The Bakersfield Californian  website: www.Bakersfield.com The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Cox and The Bakersfield Californian are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/13/26 Kat Clowes of March Consulting: Cracking College Admissions in the Age of AI

    Play Episode Listen Later Mar 14, 2026 50:16


    The Moneywise Radio Show and Podcast Friday, March 13th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kat Clowes, Founder/CEO of March Consulting  website: https://mymarchconsulting.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kat Clowes and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/12/26 Stocks, Strategy, and Coffee: The Story Behind Reverb Coffee

    Play Episode Listen Later Mar 14, 2026 47:25


    The Moneywise Radio Show and Podcast Thursday, March 12th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Keith Villalovos, Owner of Reverb Coffee  website: https://reverb.coffee/ instagram: @reverbcoffee The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Keith Villalovos and Reverb Coffee are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/11/26 Preview of the Bakersfield Tennis Open, Updated Emergency Fund and What is a Taco Trade?

    Play Episode Listen Later Mar 11, 2026 50:03


    The Moneywise Radio Show and Podcast Wednesday, March 11th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Mark Frederikcz, Bakersfield Racquet Club website: https://btopen.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Mark Frederikcz and The Bakersfield Racquet Club are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/10/26 Bees, Bitcoin & the Business of Farming

    Play Episode Listen Later Mar 11, 2026 52:08


    The Moneywise Radio Show and Podcast Tuesday, March 10th  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Steve Murray, Owner of Murray Family Farms website: https://www.murrayfamilyfarms.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Steve Murray and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/9/26 Rage Bait, Rate Hikes & Robots: What's Really Driving Business Today?

    Play Episode Listen Later Mar 10, 2026 51:55


    The Moneywise Radio Show and Podcast Monday, March 9th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

    3/6/26 Riding Donkeys, Blue Cheese and Fighting the Good Fight

    Play Episode Listen Later Mar 9, 2026 44:54


    The Moneywise Radio Show and Podcast Friday, March 6th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Ashley Voorhees, Executive Director for CASA of Kern County website: https://kerncasa.org/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Ashley Voorhees and CASA of Kern County are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/3/26 Financial Trainers, Mortgage Rates & California's Paper Bag Problem

    Play Episode Listen Later Mar 3, 2026 52:51


    The Moneywise Radio Show and Podcast Tuesday, March 3rd  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Allyn Medeiros, Agape Mortgage   website: https://allynmedeiros.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Allyn Medeiros and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    3/2/26 Downtown Reimagined: A Conversation with Sage Equities

    Play Episode Listen Later Mar 3, 2026 48:13


    The Moneywise Radio Show and Podcast Monday, March 2nd BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Anna & Austin Smith, Sage Equities  website: https://sagebakersfield.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Anna & Austin Smith and their business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    2/26/26 Building a Beauty Brand in Bakersfield: The Mi Wellness Story

    Play Episode Listen Later Feb 27, 2026 49:18


    The Moneywise Radio Show and Podcast Thursday, February 26th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Sonia Dhillion & Su Ra, Co-Owners of Mi Wellness & Aesthetics  website: https://mi-spa.com/ Instagram Facebook The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Sonia & Su and their business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    2/25/26 From Probate Court to Golden Spoon: A Conversation with Kyle Jones

    Play Episode Listen Later Feb 25, 2026 53:13


    The Moneywise Radio Show and Podcast Wednesday, February 25th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kyle Jones, Law Offices of Kyle Jones  website: https://www.kwjoneslaw.com/ phone: 661-833-1090 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kyle Jones and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    2/24/26 Trades, Tariffs & Taxes: What It Means for Your Money

    Play Episode Listen Later Feb 25, 2026 50:55


    The Moneywise Radio Show and Podcast Tuesday, February 24th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: John Duffield, CPA/MST website: https://www.bakersfieldaccountants.com/ address: 3850 Riverlakes Dr Suite E, Bakersfield, CA 93312 phone: 661-488-7000 The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. John Duffield and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    2/23/26 A Conversation with Tomas delToro-Diaz: Risk, Capital & Growth

    Play Episode Listen Later Feb 24, 2026 45:39


    The Moneywise Radio Show and Podcast Monday, February 23rd  BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Tomas delToro-Diaz, EDFP Music Produced by Tomas The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Tomas delToro-Diaz and his business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

    2/20/26 Roth IRA Know-How & Cracking College Admissions in the Age of AI

    Play Episode Listen Later Feb 23, 2026 50:16


    The Moneywise Radio Show and Podcast Friday, February 20th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Radio Show & Podcast" call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management Guest: Kat Clowes, Founder/CEO of March Consulting  website: https://mymarchconsulting.com/ The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Kat Clowes and her business are not affiliated with nor endorsed by LPL Financial or Moneywise Wealth Management].

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