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Behind on retirement savings or starting to invest later in life? Brian and Bo break down how to catch up on retirement in your 40s and 50s, including how much you should have saved by age, retirement savings rates, 401(k) and Roth IRA strategies, catch-up contributions, Social Security, and the power of working longer. You'll see how increasing your savings rate, reducing high-interest debt and fixed expenses, and growing your income can dramatically change your retirement trajectory. If you feel behind financially, learn the practical steps that can help you build wealth, invest for retirement, and create a realistic financial independence plan. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Alan and Patrick Davison share their journey in real estate, focusing on their new venture Coalition Capital and their established Springwell Properties. They discuss strategies for building a network, managing deals, and scaling their business in the competitive real estate market. Learn More in the Blog Article → https://investorfuel.com/blog/fix-and-flip-to-multifamily-syndication/ Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Ronald shares his journey from investment banking to real estate, focusing on helping first-time homebuyers build wealth through creative strategies and market insights. Discover how his experience and innovative approach can inspire your real estate investments. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Andrew breaks the entire plan down to four calculations you can run in about five minutes using numbers you already know: your monthly income and your monthly expenses. Each one gives you a specific target for your freedom number, your investing rate, your emergency fund, and your spending ceiling.
Investor Fuel Real Estate Investing Mastermind - Audio Version
TIn this episode, Cassondra Liles shares her journey in real estate, insights on building wealth through rentals, and tips for new agents. Discover how her diverse experience and book 'Real Life Monopoly' can guide your real estate success. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Join Me To Build Your Best Fall – https://buildyourbestfall.com/ Most of us were raised to be careful with money. Save it, stretch it, wait for the sale. Those habits matter, but nobody ever taught me the other half: how to make money grow while I sleep. In Part 2 of my money mindset series, I'm closing that gap with the four decisions wealthy women make with every dollar, and the one question that quietly changes how you spend. Not “can I afford this?” but “what kind of future does this build?” Because every dollar you spend is either building your future or buying you a nice moment. And wealthy women learn how to tell the difference. What You'll Learn in This Episode: The one question to ask before any purchase that instantly reveals whether you're building wealth or renting a moment Why buying back your time is the first decision wealthy women make (and the brutal math on "you can always make more money, but you'll never make more Wednesdays") How paying for speed, through coaching and masterminds, can collapse years of expensive mistakes into one honest conversation Why protecting your energy and health early is a wealth decision, not a luxury The patience play: how buying assets before upgrades quietly builds real wealth while the world thinks you're behind What wealthy women refuse to buy, including the guilt that follows women every time they spend on themselves Why a woman of faith builds wealth in the first place: freedom to be outrageously generous when God nudges Timestamps: (01:19) — The money skill nobody taught us: holding money vs. building it (02:05) — The question hiding inside every purchase: what future does this build? (02:23) — Decision 1: Buy back your best hours (and the "Wednesdays" math) (04:12) — Decision 2: Pay for speed, coaches, masterminds, and the fear underneath (06:21) — Decision 3: Protect your energy first, while you still feel good (07:41) — Decision 4: Buy assets before upgrades (08:51) — What wealthy women refuse to buy: approval and guilt (09:37) — Your one decision this week (10:31) — Why women of faith build wealth: freedom and generosity (12:12) — On the Wise Woman Method, plus this week's recommendation (13:39) — Redefining wealth: freedom and provision from the Lord Links to great things we discussed: The 7 Habits of Financially Healthy Women TV Recommendation - Widow's Bay Function Health - Use code AWORTHINGTON10 for a discount on comprehensive lab testing Wise Woman Method on Substack Join Me To Build Your Best Fall – https://buildyourbestfall.com/ Take the Secret Superpower Quiz Join the Uplift Community Follow me on Instagram Don't forget to watch me on YouTube! I hope you loved this episode!
Building wealth isn't about shortcuts—it's about strategy. Adam Coffey, bestselling author, private equity expert, and CEO, shares his proven strategy for buying and scaling companies the right way. In this episode of The Greatness Machine, Adam returns to break down why paying fair market value leads to bigger wins, the power of roll-ups, and why buying strong companies beats chasing distressed assets. With over 58 acquisitions under his belt, Adam's insights are a must-listen for business owners, investors, and anyone looking to scale with integrity. In this episode, Darius and Adam will discuss: (00:00) Introduction and Background of Adam Coffey (05:03) Transitioning from CEO to Consultant (09:59) Key Traits of Successful Entrepreneurs (15:03) Advice for Aspiring Entrepreneurs (19:53) The Impact of Technology and AI on Business (29:51) Navigating Change in a Rapidly Evolving Landscape (34:36) The Future of Autonomous Driving and Insurance (37:19) Navigating Private Equity: The Sparkle Process (39:06) Ethics in Private Equity Transactions (46:47) The Importance of Fair Market Value (51:01) Eliminating Risk for Entrepreneurs (56:18) Believing in Yourself: The Key to Greatness Adam Coffey is a visionary empire builder, CEO coach, and top 1% speaker with three #1 bestselling books. As a founding partner of CEO Advisory Guru, he provides expert consulting to PE portfolio companies, founders, family offices, and elite executives. With over two decades as a CEO, he led three national private equity-backed service companies, generating billions in value and averaging 5X MOIC at exit. A Forbes Business Council member since 2021, Coffey specializes in growth strategy, M&A, and exits. A proud U.S. Army veteran and pilot, he and his family reside in Texas. Listen: 228 | Adam Coffey | Empire Builder: Strategies for Thriving in the World of Private Equity Connect with Adam: Website: https://adamecoffey.com/ LinkedIn: https://www.linkedin.com/in/adamecoffey/ Twitter: https://x.com/AdamECoffey1 Books: https://www.amazon.com/stores/author/B07NLL55ZC Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.
Debt isn't automatically bad. But borrowing without understanding what that debt is supposed to accomplish can turn a financial opportunity into a financial burden.James Mendelsohn, founder and managing partner of Proximo Capital, brings a capital markets perspective to a question many consumers, entrepreneurs, and business owners face: When does borrowing become a smart financial decision?Corwyn J. Melette guides the conversation through the difference between productive and dangerous debt, what lenders actually look for beyond credit scores, how borrowing can support homeownership and business growth, and why "check your math" may be some of the best financial advice you'll ever receive.James also explains the difference between debt and equity, how business owners can prepare for an eventual exit, and why building the value of an asset can be a path toward financial freedom.Key Takeaways:04:00 — Why People Believe Debt Is Bad James explains the appeal of bootstrapping and why fear of debt can sometimes obscure productive opportunities.05:27 — When Debt Helps vs. Hurts A mortgage, business loan, or personal loan can have very different outcomes depending on whether the borrower can actually afford the obligation.06:46 — Using Other People's Money to Build Value James explains how borrowing for inventory can make sense when the resulting profit more than covers the cost of the loan.07:57 — What Lenders Look At Beyond Credit Scores Credit history measures willingness to pay, but lenders also examine ability to repay, cash flow, collateral, and how the debt will ultimately be paid off.12:17 — When Borrowing Is a Smart Financial Tool The key question is whether the transaction "pencils out" and leaves you better off than where you started.13:20 — Debt vs. Equity for Business Owners James explains why giving away ownership can ultimately be more expensive than borrowing.16:26 — What Financial Freedom Really MeansFinancial freedom means having income-producing assets that can meet your needs without relying entirely on a paycheck.19:10 — Preparing to Sell a Business James discusses succession planning, clean financials, transition periods, and maximizing the value of what may be a business owner's largest asset.22:55 — The Best Financial Advice James Ever Received "Check your math."Legacy Building Takeaway:"The math is going to tell you whether what you're about to do is a good or bad idea."Connect with James:Website: https://www.proximocapital.com/Linkedin: https://www.linkedin.com/in/james-mendelsohn-343195/Email Address: james@proximocapital.com Connect with Corwyn:Contact Number: 843-619-3005Instagram: https://www.instagram.com/exitstrategiesradioshow/FB Page: https://www.facebook.com/exitstrategiessc/Youtube: https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZAWebsite: https://www.exitstrategiesradioshow.comWebsite: https://www.exitlowcountry.com/Linkedin: https://www.linkedin.com/in/cmelette/Shoutout to our Sponsor: Mellifund Capital, LLCNeed funding for your next real estate flip or build? MelliFund Capital makes it fast, flexible, and investor-friendly. Visit MelliFundCapital.com and fund your future today. Again, that's MelliFundCapital.com, M-E-L-L-I-L-U-N-D, Capital.com.
Nobody teaches most coaches and entrepreneurs what to do once the money actually starts coming in.You learn how to get clients. You learn how to make sales. But then suddenly you're making more money, your taxes are bigger, your expenses are growing, and you're not entirely sure how much you should be saving, spending, or investing.In this episode, Kendra and financial coach Emily Bowie get into the practical side of building wealth as an entrepreneur. They talk about managing cash flow, preparing for taxes, investing, retirement, lifestyle creeping, and why making more money isn't the same thing as becoming wealthy.In This Episode:The #1 place your cash leaks first (hint: you look at it every day and still get it wrong)The "hidden" cost most people forget to price for that eats your entire marginWhy being an S-corp too soon can quietly kill your businessThe tax rule that lets you rent your own house to yourself, tax-free
Dental practice owners often overlook thousands in deductions and wealth-building opportunities. Discover twelve tax and profit strategies built specifically for dentists, and learn how personalized financial planning can transform your practice's bottom line and secure your long-term success. VIk Randhawa, CPA City: Newark Address: 35111 Newark Boulevard Website: https://www.vikprocpa.com/ Phone: +1 510 258 4495 Email: Info@vikprocpa.com
Discover what successful women should know beyond their financial advisor, why having an advisor and being financially educated are two very different things, and why successful women need both. You'll learn about some of the limitations financial firms may face, why certain investment opportunities may never be brought to your attention, and how becoming more knowledgeable can help you ask better questions, uncover new possibilities, and take a more active role in creating your financial future and becoming the CEO of your wealth. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters! INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring membership fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any additional recurring fees. Pay once and you're done! Invest with our successful community for years to come. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning. SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here. #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom. (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)
Can you really retire off Bitcoin — even if the price drops 50%? Mark Moss returns to Coin Stories to explain why he believes you can, what most people misunderstand about volatility, and why becoming a forced seller can be more dangerous than a falling market. He also opens up about what happened inside Satsuma, the Bitcoin treasury company that ultimately unraveled. In this episode: How to retire off Bitcoin without selling it What really happened inside Satsuma Whether the Coldcard exploit changes self-custody Why Mark doesn't expect another 2008-style crash soon What could finally bring money back into Bitcoin Follow Mark at https://x.com/1MarkMoss ---- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU ---- Borrow against your Bitcoin without selling it. Ledn offers Bitcoin-backed loans built for serious holders, with rates that get lower as your loan size increases. With Ledn's custodied loan product, your Bitcoin is held in custody and not lent out. Ledn has operated through multiple market cycles without a loss of client assets and publishes Proof of Reserves so you can verify what they hold. Get 0.25% off your first loan at ledn.io/natalie. Terms apply — see the site for details. ---- Bitdeer Technologies Group (NASDAQ: BTDR) powers AI and Bitcoin mining infrastructure with 3 GW of secured global energy — and owns the entire stack, from equipment manufacturing to data centers to proprietary orchestration software. Learn more at https://www.bitdeer.com. ---- Abundant Mines is a fully-managed Bitcoin mining in the U.S. You own the miners. You keep 100% of the Bitcoin. Voted #1 mining company by peers. Get 1 month of free hosting: AbundantMines.com/Natalie ---- Natalie's Bitcoin Product Partners: Speed is my go-to Bitcoin Lightning wallet! Send, receive, or swap stablecoins and digital gold into Bitcoin in one app. Run a business? Speed powers Bitcoin payments for Steak 'n Shake, and it can do the same for you. Download at https://speed.app/natalie and use code COINSTORIES10 for 5,000 free sats after your first transaction. Download Bitkey Today and use my promo code STORIES to get 10% off the new Bitkey. This episode has been sponsored by Bitkey: https://bitkey.world/STORIES Master Bitcoin self-custody and gain peace of mind with 1-on-1 training: https://www.thebitcoinway.com/natalie?utm_source=partner-natalie&utm_medium=podcast With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie Natalie's Upcoming Events: The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL Extra Services to Consider: One of the best decisions I made for both my heath and my bank account was joining CrowdHealth years ago. I never spend more than $200 on health coverage through my CrowdHealth plan and all my health events have been crowd-funded. Get started with a discounted plan at my link. : www.joincrowdhealth.com/natalie ---- Disclaimer: The News Block and Coin Stories are for educational and entertainment purposes only and do not constitute financial, investment, legal, or tax advice. Natalie Brunell is not a financial advisor. Some content may include sponsorships or paid partnerships, which are disclosed. Always do your own research and consult a licensed professional before making financial decisions. Bitcoin and digital assets are volatile — never invest more than you can afford to lose.
Bree Hartman reveals how self-storage investing, seller financing, and intentional wealth building can create cash flow, time freedom, and a simpler life while helping investors stop chasing complexity and start building on purpose with confidence.See article: https://www.unitedstatesrealestateinvestor.com/build-wealth-without-losing-your-life-and-happiness-with-bree-hartman/(00:00) - Introduction to Bree Hartman and Her Journey Into Self-Storage Investing(05:00) - Why Self-Storage Offers Simplicity, Scalability, and Lower Operating Expenses(10:00) - Finding Profitable Self-Storage Deals Through Off-Market Relationships(15:00) - The Market Rule of Fives for Identifying Undervalued Storage Facilities(20:00) - Turning Unsophisticated Mom-and-Pop Facilities Into Multiple Revenue Streams(25:00) - Why Boring Businesses Can Create Greater Freedom and Fewer Headaches(30:00) - Seller Financing, Value-Add Strategies, and Growing Property Value(35:00) - Creating Win-Win Deals With Retiring Owners and Creative Financing(40:00) - Building Wealth Through Refinancing, Exit Strategies, and Intentional Investing(45:00) - Redefining Success Through Time Freedom, Family, and Smarter Wealth Building(50:00) - Bree's Favorite Books, Self-Storage Resources, and Final Advice(52:08) - Closing The REI Agent Podcast and Living the Life You WantContact Bree Hartmanhttps://www.selfstorageschool.com/https://www.facebook.com/bdupliseahttps://www.instagram.com/bree.theinvestor/https://www.linkedin.com/in/breannadupliseahartman/https://www.youtube.com/@Bree.TheInvestorBree Hartman's journey is a powerful reminder that the goal isn't simply to own more, earn more, or build the biggest portfolio. The goal is to create assets that give you choices, protect your time, and help you build a life you don't need to escape from. Find the opportunity, build the relationship, take intelligent action, and never forget what you're building all of this for. For more conversations about creating wealth while living with purpose, visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl
Building wealth on one income comes with a different kind of pressure. In this episode, Anthony O'Neal breaks down the four financial pillars every single person should focus on: income, safety, retirement, and legacy. From building a second income stream and setting financial boundaries to creating emergency savings, investing for retirement, and putting an estate plan in place, Anthony shares a practical plan for building financial freedom without waiting for marriage or a second paycheck.KEY POINTS 08:52 – The 4 financial pillars every single person should build.09:16 – Your income is your entire financial engine.12:55 – Your income is not a group project.15:42 – Build financial safety when there's no second income to fall back on.22:39 – Build your retirement plan in the right order.24:48 – Don't enter marriage as a financial burden.27:32 – Legacy planning isn't only for married people with kids.32:04 – Your stewardship doesn't start when you get married.QUOTES “There's no spouse retirement account to fall back on later. Your account is the account.” – Anthony O'Neal “Your income is not a group project. This ain't dissing nobody. This ain't being different. This is what I call: love with structure. You cannot build your future while quietly funding everyone else's present.” – Anthony O'Neal “Stewardship is not just about what we do today. Stewardship is about what did we position to happen after we left.” – Anthony O'Neal “Legacy is a head start.” – Anthony O'Neal ABOUT ANTHONY ONEAL:Anthony O'Neal is a nationally bestselling author, speaker, and host of The Table with Anthony O'Neal. He holds a Bachelor of Science in Finance & Banking and is a professor of Consumer Economics at Virginia Union University. Since 2014, he's helped millions of people get out of debt, build wealth, and break generational poverty. His mission is to help you maximize your income, eliminate debt, and create a life of freedom and legacy.
Life insurance isn't just a way to protect your family. For the right business owner, it can also provide tax-efficient growth, access to capital, and long-term financial flexibility.In this episode, Mike and Matt explain how cash value life insurance works, including tax-deferred growth, policy loans, death benefits, and long-term care benefits. They also break down term, whole, and universal life insurance, who this strategy may benefit, and how to avoid choosing an expensive or poorly designed policy.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Marlon Matza shares over 35 years of real estate expertise, covering financing, acquisitions, development, and strategic insights to help investors navigate complex markets and maximize returns. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Christopher Hemmert shares his journey from traditional financial planning to founding the War Chest Principle, emphasizing the importance of principles, leverage, and serving others in wealth creation. Discover how he integrates biblical principles with business strategies to serve entrepreneurs and build sustainable wealth. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Having kids can change your borrowing power, your goals, and even your property strategy. This couple reveal how they balance building a portfolio with creating the life they actually want. n The Smart Property Investment Show, Liam Garman sits down with property investors Jason and Jami-Lee Titus to discuss the realities of growing a portfolio while starting and raising a family. The couple share why they regularly reset their financial and personal goals, and the difference between the properties they want to buy and the life those investments are actually designed to create. They also discuss the pressure to keep up with friends, social media, and other investors, and why constantly comparing your progress to someone else's can push you towards goals that were never yours. The conversation then turns to borrowing capacity and the financial reality of having children, including how a drop in household income can dramatically change what investors can borrow and how aggressively they can invest. Jason and Jami-Lee also reveal how communication has helped them navigate competing priorities, from investment decisions to lifestyle goals, and why building a property portfolio shouldn't come at the expense of the life you're trying to build. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.
What does it really take to build sustainable wealth through investing and funnel marketing? In this episode, Kiana Danial, founder and CEO of Invest Diva, reveals her groundbreaking 'Triple Compounding' framework that blends investing in mindset, business, and external assets — all while mastering the generate, automate, and accelerate actions. Kiana shares her personal journey from being fired on Wall Street and struggling with Forex losses to generating over $1 million in revenue using ClickFunnels and building a $20 million investment portfolio. Discover how attending Funnel Hacking Live 2018 and focusing on a single, simple webinar offer transformed her business and mindset. Hear why Kiana debunks the myth that funnels need to be complex, how high-income skills like marketing and sales are essential, and why perseverance and integrity are non-negotiable in building financial freedom. Subscribe for more insights on entrepreneurship, funnel strategies, and wealth-building. Follow Kiana and check the links below to dive deeper into her Triple Compounding method and coaching programs. Follow Kiana on Instagram at the verified @InvestDiva Learn Triple Compounding: https://triplecompounding.com
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Eric Mitchell shares his expertise in real estate financing, the importance of trust in client relationships, and how AI is transforming the mortgage industry. Discover practical insights on leveraging technology, building a team, and navigating market challenges. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Discover how Chris Long transformed one contractor's frustration into an entirely new investment niche, proving that solving overlooked problems, creating value, and taking courageous action can build extraordinary wealth, freedom, and lasting entrepreneurial success.See article: https://www.unitedstatesrealestateinvestor.com/self-storage-yards-transforms-empty-land-into-monthly-cash-flow-with-chris-long/(00:00) - Introduction to Chris Long and the Self-Storage Yard Model(05:00) - From Financial Collapse to Building the First Longyards Location(10:00) - Family Alignment, Fatherhood, and Pursuing a Bigger Vision(15:00) - Entering the United States and Finding Creative Ways to Fund Deals(20:00) - Overcoming Limiting Beliefs Through Conviction and Action(25:00) - Different Ways Investors Can Participate and Build Wealth(30:00) - Creating Value Through Problem Solving and Off-Market Opportunities(35:00) - Final Encouragement, Episode Closing, and DisclaimerContact Chris Longhttps://longyards.com/https://www.facebook.com/longyardshttps://www.instagram.com/chrislongyards/https://www.linkedin.com/in/christopher-long-152b3988/ Every great opportunity begins with someone willing to solve a problem that everyone else ignores. Let Chris Long's journey remind you that bold action, relentless value creation, and unwavering persistence can build a future far bigger than you ever imagined. For more inspiring conversations with today's top investors and entrepreneurs, visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl
Divas, Diamonds, & Dollars - About Women, Lifestyle & Financial Savvy!
For midlife women entrepreneurs, building a CEO Dashboard can transform overwhelm into strategic growth by creating the systems needed to lead with clarity, build wealth, and grow a sustainable multipreneur business. If you're tired ofjuggling ideas, projects, and endless to-do lists, this episode will help you build the operating system your business deserves.This week on Divas, Diamonds & Dollars, we're kicking off our Empire Building series by exploring how successful women leaders stop relying on memory and start relying on intentional systems. Inspired by the disciplined leadership of Mellody Hobson, you'll discover why a CEO Dashboard is more than a productivity tool—it's your second brain for making smarter decisions, tracking meaningful progress, organizing multiple income streams, and creating assets that continue working long after you've created them.Whether you're focused on entrepreneurship for women, midlife career growth, or expanding your business into books, speaking, consulting, or digital products, you'll learn practical strategies to organize your projects, create an asset library, and build an ecosystem designed for long-term success.Your business should support your vision—not consume your energy. Build the systems today that create financial independence for women tomorrow, so you can spendless time managing chaos and more time leading your empire with confidence.
What does it really take to rebuild your life after losing everything? In this inspiring episode of the Wealth on the Beach Club Podcast, Daniel Alonzo sits down with Yuliana Patel, a Ukrainian immigrant, entrepreneur, model, and People's Choice Award winner at Miss European Universe 2026. Yuliana shares her incredible journey from growing up in Ukraine to building a new life in America. She opens up about overcoming adversity, battling depression after immigrating, trusting her intuition despite criticism, and creating a future through resilience and self-belief. Together, Daniel and Yuliana discuss the mindset behind success, why immigrants often develop extraordinary resilience, the importance of authenticity in business and life, personal branding, confidence, entrepreneurship, leadership, and building wealth through discipline rather than comfort. Whether you're an entrepreneur, aspiring leader, or someone navigating life's challenges, this conversation is packed with practical lessons on perseverance, purpose, and creating opportunities regardless of your circumstances. In this episode, you'll discover: • How to develop an unstoppable mindset • Why resilience is your greatest competitive advantage • Lessons from entrepreneurship and personal branding • Building confidence through authenticity • Overcoming fear, rejection, and adversity • Why success starts with taking ownership of your future • The habits that help create lasting personal and financial growth If you enjoyed this episode, be sure to follow the Wealth on the Beach Club Podcast, leave a review, and share it with someone who needs this message.
The Wealthy Woman's Podcast | Save Money, Invest, Build Wealth, Manage Money, Overspending, Finances
If you want to build wealth but the thought of giving up everything you enjoy makes you want to avoid your money altogether, this episode is for you.For a long time, I thought getting serious with money meant living a boring, restricted, super frugal life.No more vacations.No more eating out.No more buying nice things.No more enjoying the money we worked hard for.And because that sounded miserable, I avoided dealing with my finances longer than I should have.That is why I created the Do Both Method.In this episode, I'm breaking down how you can build wealth and enjoy your life at the same time without using a strict budget or cutting out everything that makes life feel good.We'll get into:Why strict budgeting may not be the answer for you.Why building wealth does not mean you have to stop enjoying your money.How to stop spending on things that do not truly matter.What values-based spending actually looks like.Why the money you free up needs to be redirected toward savings, debt freedom, investing, and wealth.If you make good money but still feel like your finances are not where you want them to be, this episode will help you see a different way forward.Because the goal is not to stop living.The goal is to stop letting money slip through your life and start using it to create the life you actually want.Ready for support?If you're tired of feeling like you should be further along financially by now and you're ready to get to the root of what's keeping you stuck, I invite you to CLICK HERE to book a 1:1 Financial Clarity Consultation.This is for women who make good money but still struggle with overspending, debt, saving, or building wealth consistently.Together, we'll look at where you are, where you want to be, what's actually standing in the way, and whether money coaching would help you overcome your biggest financial challenges and reach your goals faster.Click Here to Schedule yours today
Leverage the Infinite Banking Concept to invest in passive income, build tax-advantaged wealth, and maximize cash flow on August 12, 2026 (1:00 – 4:00 PM CT). Learn from Anthony Faso & Cameron Christiansen, Dr. Axel Meierhoefer and Adam Kolojejchick-Kotch.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Nicole Becerra, founder of Mosaic Memory Care, shares her innovative approach to memory care, combining real estate development with holistic, person-centered care. Discover how her background in caregiving and real estate is shaping a new standard in senior living. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Today I sit down with one of clients, Desiree Eby to chat about the most common money issues that block financial wellness. We chat about Desiree's personal experience with overspending and people pleasing, and how she worked on overcoming these habits through self awareness and untangling her own money story from her parents'. Through understanding her money parts* and understanding how her emotions influence her spending patterns, Desiree was able to break the habit of reckless, emotional spending. And funny plot twist! Desiree's money work even improved her sex life! AND then she was able to manifest a crazy amount of money, which completely changed her money story. Listen to this awesome episode and let us know what resonated with you by leaving a 5 star review ⭐️⭐️⭐️⭐️⭐️Links mentioned in this episode:Empowered Spender is self paced course for emotional spending. Join on my website. * Money parts are inspired by Internal Family System by Dr Dick Schwartz, and Deborah Price from The Money Coaching Institute. ⭐️ Book Your Introductory SessionIf you're tired of wondering why money feels harder than it should, I invite you to book a 1:1 Financial Wellness Session.Together, we'll explore the emotional, behavioral, and nervous system patterns driving your financial decisions, identify what's getting in the way, and create a practical path forward that actually works for your real life.Because I BET you don't need more financial advice... you need help understanding why you're struggling to do what you already know would help.You can book your session here. ⭐️⭐️⭐️⭐️⭐️ If this episode made you think, gave you a new perspective, or helped you feel a little less alone, would you do me a favor?Leave a 5-star review on Spotify or Apple Podcasts and email me a screenshot. Reviews help this little podcast reach more go-getters who need it. And because I appreciate you, I'll send you a special thank-you gift in return ♥️~Podcast theme song by The Jilted Irony
Most investing advice is either too complicated or focused on chasing the next big thing. In this episode, James Blair and Michael Vincent break down the five investing principles they believe every Kiwi should know. So whether you're retiring in one year, five years or twenty years, these five golden rules will help you make the most of your retirement savings so you can build lasting wealth and enjoy the retirement you've worked so hard for. They cover why trying to time the market rarely works, why diversification beats prediction, how high fees quietly eat away at your returns, why staying in cash can cost you more than market volatility, and how to choose a financial adviser who puts your interests first. Next steps: If you're approaching retirement or want confidence that your investment strategy is built for the long term, get in touch with the Lighthouse Financial Wealth team. We've also created a free guide that expands on everything we discuss in this episode, including the graphs and research behind each investing principle. Read more nowFor more money tips follow us on:FacebookInstagramThe content in this podcast is the opinion of the hosts. It should not be treated as financial advice. It is important to take into consideration your own personal situation and goals before making any financial decisions.
On today's episode, Dr. Mark Costes sits down with Matt Mulcock, CFP and Managing Partner at Dentist Advisors, for a practical conversation on financial planning throughout the full arc of a dentist's career. Matt breaks down how new graduates should think about student debt, liquidity, retirement savings, and preparing for practice ownership without rushing the process. He and Mark also discuss mid-career priorities like emergency funds, maximizing retirement accounts, profit sharing, and building liquidity both personally and inside the practice. Later, they explore what late-career dentists should consider when preparing for an exit, including how much to rely on the sale of the practice, why rural practices can be harder to liquidate, and the importance of building assets outside the business. Matt emphasizes that intentional planning, organization, and smart investing early on can help dentists reduce financial stress and create more options for the future. Be sure to check out the full episode from the Dentalpreneur Podcast! EPISODE RESOURCES https://dentistadvisors.com/lp/book-free-consultation-dsi https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Bill Murphy shares his journey in real estate investing, focusing on short-term and mid-term rentals, market opportunities, and lessons learned along the way. Discover practical strategies and insights to elevate your real estate business. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Home affordability isn't going back to what it was, and waiting for the "perfect" time to buy could leave you even further behind. Morgan Stanley's latest housing report says the housing market has reset into a new normal, and it closely mirrors what we've been telling buyers for years. In this episode, we break down why buying a home has become more challenging, what this housing market reset means for first-time home buyers, and how to determine whether now is the right time to buy based on your financial situation, not the headlines.If you're wondering whether you should buy a house now or wait, this video walks through the latest housing market trends, mortgage rates, inventory, affordability, and the long-term financial impact of homeownership. We explain why experts believe affordability is unlikely to return to pre-2020 levels, how higher mortgage rates have changed the market, and why waiting for a major correction may not deliver the opportunity many buyers are hoping for.Whether you're a first-time home buyer, planning to purchase your first house, or simply trying to understand today's real estate market, you'll learn the strategies that can help you make a smarter decision with confidence. Our goal isn't to convince you to buy a home. It's to give you the information you need to decide if homeownership makes sense for your life and your finances.Start Here
Get the 200+ Page Optimal Living Daily Workbook (PDF) - Free. Want to turn today's episode into an actionable plan? Join the Optimal Living Weekly newsletter and I'll send you our 200-page digital workbook immediately. It's packed with the best takeaways from the show, formatted for easy reading and implementation at home. Get your free PDF workbook here: https://oldpodcast.eo.page/join Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3649: Steve Chou of My Wife Quit Her Job explains how building wealth depends as much on spending money wisely as on saving it. He shares the questions he asks before every purchase, along with practical ways to cut out temptation, from skipping recreational shopping to avoiding single-purpose products, so your money management keeps working toward what truly matters. Read along with the original article(s) here: https://mywifequitherjob.com/how-to-build-wealth-by-spending-money-wisely/ Quotes to ponder: "Spending wisely starts with looking deep into your life and figuring out what will bring you lasting happiness." "A good way to circumvent impulse buys is to impose a mandatory waiting period on all purchases." "The key to spending wisely is to cut out as much temptation as you can and evaluate what is truly important to you." Optimal Finance Daily is a daily personal finance podcast where we narrate the best articles on financial independence, investing, saving money, and money management, read to you by a professional narrator so you can grow your wealth a little more every day. Learn more about your ad choices. Visit megaphone.fm/adchoices
Get the 200+ Page Optimal Living Daily Workbook (PDF) - Free. Want to turn today's episode into an actionable plan? Join the Optimal Living Weekly newsletter and I'll send you our 200-page digital workbook immediately. It's packed with the best takeaways from the show, formatted for easy reading and implementation at home. Get your free PDF workbook here: https://oldpodcast.eo.page/join Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3649: Steve Chou of My Wife Quit Her Job explains how building wealth depends as much on spending money wisely as on saving it. He shares the questions he asks before every purchase, along with practical ways to cut out temptation, from skipping recreational shopping to avoiding single-purpose products, so your money management keeps working toward what truly matters. Read along with the original article(s) here: https://mywifequitherjob.com/how-to-build-wealth-by-spending-money-wisely/ Quotes to ponder: "Spending wisely starts with looking deep into your life and figuring out what will bring you lasting happiness." "A good way to circumvent impulse buys is to impose a mandatory waiting period on all purchases." "The key to spending wisely is to cut out as much temptation as you can and evaluate what is truly important to you." Optimal Finance Daily is a daily personal finance podcast where we narrate the best articles on financial independence, investing, saving money, and money management, read to you by a professional narrator so you can grow your wealth a little more every day. Learn more about your ad choices. Visit megaphone.fm/adchoices
Real Estate Investor Dad Podcast ( Investing / Investment in Canada )
Real estate investing doesn't happen in a perfect world. Sometimes life throws unexpected challenges your way—floods, repairs, tenant issues, family responsibilities, or financial setbacks. The key isn't avoiding adversity. It's learning how to keep moving forward despite it. In today's episode, Wayne and Gabby answer several real-world questions from listeners across Canada, including how to recover when a tenant backs out before moving in, what to do if you're approaching retirement with limited options, and how to build a rental portfolio that can adapt as markets change. Along the way, they also share an honest behind-the-scenes update on navigating one of the busiest and most challenging seasons they've faced as investors—and why growth requires continuing to move forward, even when life tries to slow you down.
Salvatore Buscemi reveals how disciplined investing, experienced operators, audited numbers, meaningful sponsor capital, and authentic relationships can help investors protect wealth, raise capital, identify stronger opportunities, and build a lasting financial legacy with confidence today.See article: https://www.unitedstatesrealestateinvestor.com/build-wealth-through-trust-discipline-and-courage-with-salvatore-buscemi/(00:00) - Introduction to Salvatore Buscemi and His Journey From Pre-Med to Goldman Sachs(05:00) - Passive Investing and Three Essential Rules for Evaluating Operators(10:00) - Multifamily Risks, Industrial Opportunities, and Understanding IRR(15:00) - Specialized Assets, Capital Calls, and the Power of Raising Capital(20:00) - Deal Fees, Investor Trust, and Building Authentic Relationships(25:00) - Cap Rate Mistakes, Investor Education, and Relationship Capital(30:00) - Essential Business Books, Investor Personalities, and Wealth-Building Networks(35:00) - Salvatore's Resources, Final Thoughts, and Closing DisclaimerContact Salvatore Buscemihttps://salvatorebuscemi.com/https://www.facebook.com/salvatore.buscemi.589https://www.instagram.com/salvatorembuscemi/https://www.linkedin.com/in/salvatore-buscemi/https://www.amazon.com/stores/author/B00O5IHPTC?ccs_id=52db1a23-52be-434d-9c47-b5b7e6db6d20The strongest investment is not always the deal offering the biggest projected return. It is often the reputation, knowledge, and relationships built long before the opportunity appears. Keep learning, protect your credibility, choose experienced partners, and never underestimate the wealth-building power of authentic human connection. To discover more conversations that can strengthen your investments, relationships, and quality of life, visit https://reiagent.comIs success destroying your peace? Most pros grind until they break. Download The Investor's Life Balance Sheet: A Holistic Wealth Audit to see if you are building a legacy or heading for burnout. Presented by The REI Agent Podcast & United States Real Estate Investor® https://sendfox.com/lp/m4jrl
Why do some people build wealth and financial stability—while others feel stuck or constantly starting over? It's not just about income—it's about habits, mindset, and behavior. In this listener-favorite episode, financial expert Jean Chatzky shares what financially successful people do differently, including the key habits, mindset shifts, and practical strategies you can use to build long-term stability and feel more in control of your financial future.Show NotesWeekly Newsletter Sign-Up: http://bit.ly/37hqtQWFollow Career Contessa: http://bit.ly/2TMH2QP HerMoney website: https://hermoney.com/ HerMoney podcast: https://podcasts.apple.com/us/podcast/hermoney-with-jean-chatzky/id1098802558SponsorsUnlock your best hair & skin with @iRestorelaser and HUGE savings on iRESTORE with code CONTESSA at irestore.com/CONTESSA! #irestorepodLimited Time Offer – Make healthy eating simple. Get Huel today with my exclusive offer of 15% OFF online with my code CAREER at huel.com/CAREER. New Customers Only. Thank you to Huel for partnering and supporting our show!Sign up for your one-dollar-per-month trial today at shopify.com/careercontessa. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Niall Dennehy's first bank account was opened in 1987, when his mother walked him ten metres from their front door to the credit union in Ballydesmond, Co. Cork — a branch named for Nora Herlihy, the local schoolteacher who helped found the Irish credit union movement. He still gets the statement every month. Nearly four decades on, having co-founded blockchain company AID:Tech and gone through Techstars, he's a father of four in Dublin building NestiFi: an AI-powered platform that lets whole families, wherever they've scattered, invest together in a child's future.In this conversation, we get into:The 1987 credit union account Niall still gets statements for, and how it became the blueprint for NestiFiWhy the cash-stuffed-envelope economy shortchanges kids, and how a tap in the family WhatsApp chat can put relatives anywhere in the world into a child's investment accountThe tax reliefs most Irish parents have never heard of, including the small gift exemption worth up to €108,000 per child over 18 years from parents aloneTrump accounts in the US, and Niall's lobbying push to get the Irish government to seed every newborn's account the same wayWhat 1–2% in annual fees quietly does to 30 years of compounding, and why credit unions are best placed to win back the next generation from Revolut and RobinhoodIf you're a parent, a grandparent, or anyone thinking about the next generation's financial future, this episode is a practical look at how families can start compounding early.$84 trillion is expected to change hands in the US over the next 20 years; roughly €3.5 trillion in Europe by 2030 (figures Niall cites on tape).$2,500 seeded at birth plus $75/month from the wider family ≈ $40,000 by age 18 and $106,871 by age 30 (NestiFi's illustration; assumes a 7.35% average annual return compounded monthly).Niall Dennehy is the CEO and co-founder of NestiFi. Originally from Ballydesmond, Co. Cork, he co-founded AID:Tech, the blockchain company that delivered international aid transparently through digital identity, and went through Techstars in 2016. His earlier career spanned publishing, education and fintech, including roles with HP, Ericsson, LG Mobile, AIB and Houghton Mifflin Harcourt. He lives in Dublin with his wife and four children — the original test users for NestiFi. [Confirm bio with Niall — drafted from the recording and public sources; no formal bio provided.]NestiFi is a Dublin-headquartered, AI-powered family wealth platform that financial institutions deploy under their own brand. It lets parents, grandparents and relatives anywhere in the world contribute to a child's investment account from a link in the messaging apps families already use, with an AI advisor (“Seb”) and gamified financial literacy built in. A B2B2C play targeting credit unions and community banks on both sides of the Atlantic, NestiFi is backed by Enterprise Ireland as a High Potential Start-Up, closed a 108% oversubscribed crowdfunding round on Spark Venture Funding in July 2026, and has announced a partnership with Vyrdia, a credit union service organization whose network spans more than 30 US credit unions with $6.5 billion in combined assets.Want to get in contact with the Digital Irish team? Email us at podcast@digitalirish.comKey StatsAbout Niall DennehyAbout NestiFi
THE IDEAL BALANCE SHOW: Real talk, tips & coaching on everything fitness, family & finance.
Curious? Watch Our Money Makeover Bootcamp!Ready? Buy Our Simplified Budget System Now!Budget besties, getting confident with money is not about magically knowing everything—it starts with building a strong foundation and giving ourselves permission to learn.In this episode, Shana and Vanessa sit down with financial planner Shari to talk about why so many women feel uncertain about spending, saving, investing, and making major financial decisions. Shari explains that what often looks like a “money problem” is really a lack of organization, education, and support. Before tackling investing, retirement rollovers, or long-term wealth building, we need clarity around our everyday spending, emergency savings, bank accounts, and future expenses.They also explore how women and men may think and communicate differently about money. While investment performance and percentages may motivate some people, many women want to understand what their money will make possible—like retiring comfortably, supporting their children, improving their homes, or creating more freedom.The conversation is a reminder that we are not bad with money just because our finances feel complicated. Modern life includes digital spending, subscriptions, family expenses, competing priorities, and constant pressure to spend. Getting organized through a personalized budget, group coaching, or longer-term financial coaching can help us replace stress and shame with clarity, calm, and confidence.Most importantly, Shari encourages women to stop delaying the decision to ask for help. We do not have to become wealthy before working with a financial professional, and we do not have to figure everything out alone. The right support can help us understand our choices, trust our decisions, and use money as a tool to build the lives we actually want.Let's Take Our Relationship To The Next Level:1️⃣ Facebook Group ➡︎ budgetbesties.com/facebook2️⃣ Be on the Podcast ➡︎ budgetbesties.com/livecall3️⃣ Private 1-on-1 Coaching. ➡︎ budgetbesties.com/coachingConnect with Shari:Check out her podcast!This podcast is for educational and informational purposes only and is not personal financial, legal, or tax advice.This description may contain affiliate links, meaning we may get a commission at no cost to you if you click & purchase.Click here to view our privacy policy.
Sharon Lechter is a globally recognized keynote speaker, bestselling author, and elite business strategist committed to advancing financial literacy and entrepreneurial success. A licensed CPA for over 35 years, she co-authored the international bestseller Rich Dad Poor Dad and more than a dozen titles in the Rich Dad series. As CEO, she helped grow the Rich Dad Company into a worldwide brand. Sharon also partnered with the Napoleon Hill Foundation to reintroduce timeless success principles through bestselling books including Think and Grow Rich: Three Feet from Gold, Outwitting the Devil, and Think and Grow Rich for Women. She is the founder and CEO of Pay Your Family First, a financial education organization focused on empowering families and business owners. Appointed to the first U.S. President's Advisory Council on Financial Literacy, she has advised national leaders while continuing her impact as a mentor, philanthropist, mother, and grandmother. During the show we discuss: Why financial literacy—not income—is the foundation of wealth The difference between active income vs. passive income (and why it matters) How the Cashflow game teaches real-world wealth-building principles Why most people make poor financial decisions—and how to avoid them How to think like an investor instead of an employee The real reason Rich Dad Poor Dad resonated globally—and what it teaches How to build scalable income streams through assets (real estate, business, investments) Why mindset and habits determine long-term financial success more than tactics Resources: https://sharonlechter.com/ https://success.sharonlechter.com/
Break through your keto or low-carb plateau with Robert Sikes: https://www.ketobodybuilding.com/callThe simple wealth-building formula most people miss can change how you earn, save, and invest.In episode 903 of the Savage Perspective Podcast, host Robert Sikes talks with money expert Garret Gunderson about why budgeting, Wall Street advice, compound interest, and diversification may hold you back. His simple path to financial freedom is to create value, keep more of what you make, invest in yourself, and master one asset class. They also cover an abundance mindset, entrepreneurship, cash flow, Bitcoin, AI, recessions, ethical investing, and teaching kids about wealth. For driven men and business owners, this episode shows how to grow income, protect money, and build wealth with purpose.Follow Garret on IG: https://www.instagram.com/garrettbgunderson/Get Keto Brick: https://www.ketobrick.com/Subscribe to the podcast: https://open.spotify.com/show/42cjJssghqD01bdWBxRYEg?si=1XYKmPXmR4eKw2O9gGCEuQChapters0:00 - How Does Garrett Gunderson Build Wealth Differently?2:42 - How an Abundance Mindset Increased His Income by $480K5:19 - What Nutrition Teaches Us About Financial Myths6:23 - Why Wall Street's Wealth-Building Advice Is Broken9:28 - How Schools Kill Critical Thinking and Entrepreneurship11:17 - Is College Worth It for Future Entrepreneurs?13:33 - How Health Experts and Big Brands Mislead You15:51 - How Financial Stress Damages Your Health16:40 - Why Garrett Gunderson Won't Invest in Coca-Cola19:03 - How to Build Wealth: Four Essential Steps21:13 - How to Find Your Investor DNA and Best Asset Class24:54 - Why Betting on Yourself Beats a 401(k)26:36 - What Are the Three Stages of Financial Freedom?29:21 - Should You Invest in Yourself Before the Stock Market?31:13 - Why Doing Everything Yourself Keeps You Broke32:52 - What Are the Best Books for Building Wealth?35:36 - Why Financial Gurus Don't Follow Their Own Advice38:12 - Is Garrett Gunderson Bullish on Bitcoin?40:31 - Is a Major Economic Depression Coming by 2030?43:45 - How to Win During a Recession: McDonald's vs. Burger King45:03 - Will AI Replace Your Job—or Make You Irreplaceable?48:32 - How Much Money Is Enough? Scarcity vs. Contentment51:18 - Why Cash Flow Matters More Than Net Worth54:39 - Where to Find Garrett Gunderson's Best Books55:40 - How Do You Teach Kids Wealth Without Entitlement?57:51 - What Is the Hierarchy of Human Optimization?
Welcome back to the Building Your Money Machine Show! Today, I'm flipping the old-school financial script and shining a spotlight on your 40s — and why this is actually your moment to crush it when it comes to building wealth (yep, even if you think you missed the boat in your 20s). Forget the doom and gloom advice that says it's too late. I'm here with some math, real stories, and a healthy dose of tough love to show you why your 40s can be the most powerful decade for stacking your cash and building your freedom.I'll break down exactly what makes this decade different — the compounding magic, why having more money a little later beats having less money early, and how to make moves that count instead of sitting on the sidelines. We even get into the big trap people fall into (guilty as charged), and how to ignore the hype to play a much smarter, simpler game that actually gets results.So, if you're ready to stop living by default and start living by design, this episode's for you—regardless of your age.IN THIS EPISODE, I COVER:How your 40s unlock both the financial fuel and remaining runway you need for serious compounding growthThe “messy middle” of your 30s, why you're not behind, and what to do about itReal math breakdowns and the $775,000 mistake most people make by waiting too longThe Wealth Priority Ladder: why simplifying (not complicating) your investments is keyThe exact step-by-step moves one couple used to go from $225K to over $2 million in just 8 years, starting at 40Don't let another decade pass you by — hit play, and let's build your money machine together. It's time to live a life that outlives you.RECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/When Does Investment Income Finally Beat Your Day JobI'm Politely Begging You To Get Good with MoneyEvery Financial Trap Middle Class People Fall Into ExplainedRich People Don't Buy Luxury...They Buy These 8 ThingsPsychology of Families Who Stay Rich For GenerationsRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:When Does Investment Income Finally Beat Your Day Job: https://youtu.be/bRyW3hxzRac I'm Politely Begging You To Get Good with Money: https://youtu.be/tEJ89xF2ZZ0 Every Financial Trap Middle Class People Fall Into Explained: https://youtu.be/kn5nCbd5FOU Rich People Don't Buy Luxury...They Buy These 8 Things: https://youtu.be/clc7oX7VJUQ Psychology of Families Who Stay Rich For Generations: https://youtu.be/phB_2VcYPbA ORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine-a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE CONSTRAINT SCORE DIAGNOSTIC™:Take the free Constraint Score Diagnostic and discover what's really holding you back. In less than two minutes, you'll identify your primary constraint and get a personalized roadmap to reclaim bandwidth, reduce overwhelm, and move forward with greater clarity at http://TheConstraintScore.com
Want to build wealth but don't know where to start? Brian and Bo walk through the complete personal finance roadmap—from budgeting, emergency funds, employer matches, Roth IRAs, HSAs, investing, debt payoff, and retirement planning to the Financial Order of Operations (The FOO!). Whether you're just starting your financial journey or trying to optimize your money decisions, this step-by-step guide shows you what to do with every dollar so you can build long-term wealth with confidence. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices
The rules were never designed to make everyone equally powerful.In this episode of High Level Conversations, 19Keys sits down with Dr. Boyce Watkins for an unfiltered discussion about economics, ownership, education, artificial intelligence, politics, family infrastructure, Black business, and the systems required to create real freedom.The conversation begins with a critical question: What matters more in the age of AI—credentials, experience, mastery, or the ability to build your own system?From there, they break down the difference between earning money and controlling an economy, why community leaders must have sustainable business models, what it truly means to be pro-Black, and why Black wealth cannot grow without intentional investment, mentorship, protection networks, family offices, and institution-building.They also examine:Why criticism and cancellation are unavoidable when your work has real impact.Why Black men remain one of the most under-mentored groups in America.How billionaires, celebrities, and athletes should think about community responsibility.Why investing in Black businesses is more powerful than treating the community like a charity case.Whether artificial intelligence and technology stocks are experiencing a bubble.How to invest during economic uncertainty without gambling on hype.Why systems create powerful individuals—not the other way around.How families can build banks, investment structures, and generational leverage.Donald Trump, the MAGA movement, political independence, reparations, and voting power.Why economic strength requires strategy, negotiation, coordination, and the willingness to think much bigger.This conversation challenges the idea that freedom will come from being accepted by existing institutions. It presents another pathway: understand the system, study how power operates, build your own infrastructure, and position the next generation to thrive instead of merely survive.WHY YOU SHOULD WATCHThis episode is for entrepreneurs, investors, parents, educators, community builders, creators, and leaders who want to understand the deeper relationship between money and power.You will learn:The difference between income, ownership, influence, and economic control.How to protect your mission from criticism, censorship, and outside interference.Why mentorship and sponsorship can change the trajectory of Black men.How family offices and family banks preserve wealth across generations.How to approach AI, technology, stocks, and long-term investing intelligently.Why political power must be negotiated before support is given.How communities can transform influence into infrastructure and economic force.BUILD YOUR NETWORK, COMMUNITY, AND DIGITAL ECONOMYVisit ZIION.IOFREE AI AND INCOME WEBINARFor access to the free webinar from 19Keys about artificial intelligence and using AI to create income, join the free webinar inside the Black Business School by visiting:19keys.com/bbsEPISODE TIMESTAMPS00:00 — Economics Is Warfare02:00 — Credentials, Artificial Intelligence and the Meaning of Mastery10:00 — Turning Your Greatest Weakness Into a Strength15:00 — Truth, Activism and the Cost of Going Against the Grain18:00 — Can Black America Still Build Economic Sovereignty?25:00 — Understanding Power, Criticism and Opposition28:00 — Separating Constructive Criticism From Distraction32:00 — “You Can't Cancel a Soldier”36:00 — Why Community Empowerment Needs a Sustainable Business Model40:00 — What Does Being Pro-Black Actually Mean?42:00 — Health, Wealth and Relationships52:00 — Systemic Racism and Systems Thinking54:00 — Manufacturing Black Privilege Through Ownership56:00 — Why Black Men Are Severely Under-Mentored01:00:00 — Building Mentorship, Sponsorship and Protection Networks01:07:00 — Black Unity, Michael Jordan and Intentional Employment01:08:00 — Do Black Billionaires Owe the Community?01:14:00 — Family Offices and Who Controls Black Wealth01:17:00 — Investment Versus Charity01:22:00 — Investing in Black AI, Technology and Venture Capital01:23:00 — Stop Thinking Small: Building Billion-Dollar Ideas01:27:00 — Creating Independent Media and Economic Systems01:29:00 — Why Real Power Moves Strategically01:31:00 — Economics Is Warfare: Prepare to Be Attacked01:32:00 — Building Outside the Matrix With ZIION01:39:00 — The Hidden History of Black Coalitions and Nation-Building01:43:00 — Is Artificial Intelligence an Economic Bubble?01:46:00 — How to Invest During Market Uncertainty01:49:00 — Elon Musk, Key-Man Risk and Technology Empires01:51:00 — Powerful Individuals Are Products of Powerful Systems01:54:00 — Quantum Computing and Undervalued Future Technologies01:59:00 — What Could the Next 10 to 20 Years Look Like?02:04:00 — Healthcare, Capitalism and the Incentive to Manage Disease02:09:00 — Money, Ethics and Financial Consciousness02:14:00 — Family Banks, Infrastructure and Generational Capital02:18:00 — Why Schools Teach Employment Instead of Ownership02:20:00 — Turning Your Family Name Into an Institution02:23:00 — Self-Worth, Asset Value and Building Your Own Name02:25:00 — The MAGA Question02:28:00 — Studying Power Without Worshipping Powerful People02:30:00 — How to Give Your Children a Financial Head Start02:37:00 — Stop Depending on Systems That Were Not Built for You02:43:00 — Power, Competition and Self-Preservation02:45:00 — Reparations, Negotiation and Leverage02:48:00 — Putting the Black Vote in Escrow02:50:00 — The New Political Classes02:55:00 — Leaders, Impact and Building Economic Infrastructure02:57:00 — Final Words and Closinghttps://youtu.be/_RBftcP3Gng Support this podcast at — https://redcircle.com/19keys/exclusive-contentAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In the first episode of our three-part series with AARP, Jean Chatzky brings together four women across four generations- Gen Z creator Hannah Williams, Zillennial entrepreneur Viviana Vazquez, Millennial journalist Ashley Parker, and Gen X financial expert Carly Roszkowski- for an honest, freewheeling roundtable on building wealth across every life stage. They cover why the old financial playbook (get a job, buy a house, retire comfortably) doesn't work the way it used to, why younger women are investing earlier than any generation before them, the real cost of homeownership today versus a generation ago, and what women of every age get wrong about Social Security. Topics include: Why Gen Z calls the 9-to-5 a horror movie The credit card mistakes nobody warns you about Walking away from a stable paycheck to build something of your own The truth about Social Security's future The financial habits each woman wishes she'd built earlier This conversation is part of a three-episode series, From First Paycheck to Forever Paycheck, in partnership with AARP, exploring women's financial lives across generations, from your first job to retirement and the legacy you leave behind. Jean's new book, The Forever Paycheck, is your guide to building a secure, steady income stream so you can age on your own terms and actually enjoy the retirement you've worked so hard for. Whether you're looking to save money, manage debt, or prepare for retirement, AARP has resources and tools to help you prepare for your financial future and reach your goals. Get started at aarp.org/buildwealth. Learn more about your ad choices. Visit megaphone.fm/adchoices
Allie Miller is the number one most-followed voice in AI business and an advisor to Fortune 500 companies , and she's on Money Rehab to tell us that most people are leaving serious money on the table by treating AI like a productivity tool. Today, Allie joins Nicole to break down exactly how to use AI as a wealth strategy in 2026 and beyond. Allie pulls back the curtain on her AI workforce (34 agents named after Friends characters) and explains why delegation is now a financial strategy, not just a productivity hack. She and Nicole dig into the most important question everyone has right now: what's safe to share with AI, and what isn't? From feeding Claude your insurance policy after a disaster, to connecting AI directly to your investment accounts, Allie lays out how to think about risk and leverage when it comes to your financial data. They also tackle the hard questions about kids and AI: AI companionship dangers, AI toys, age limits, whether college is even coming back, and why "AI scams are the new white vans." Finally, Allie shares her honest, unfiltered take on investing in AI companies, why she's long-term bullish, and the bold predictions people are calling her crazy for making today. Check out Nicole's financial literacy course The Money School Find a Financial Advisor or Financial Coach from Nicole's company Private Wealth Collective Watch video clips from the pod on Money Rehab's Instagram and Nicole Lapin's Instagram Follow Allie Miller on LinkedIn and Instagram Here's what Nicole covers with Allie: 00:00 Are You Ready for Some Money Rehab? 01:13 Allie's AI Workforce Explained 04:00 How to Build Your Own AI Workforce (No Coding Required) 06:40 What AI Still Can't Replace 10:00 Meet Simon, Rachel, Phoebe and the Rest of the Team 12:03 What to Always (and Never) Outsource to AI 18:30 AI Data Privacy 22:48 Customizing AI With Your Personal Context 31:43 Kids and AI: Raising a '90s Kid in 2026 38:10 What Age Should Kids Start Using ChatGPT or Claude? 44:52 How to Hack AI Sycophancy 47:25 Where Allie Draws the Line on AI Companionship 52:20 Using AI to Manage Investments 57:00 Will AI Replace Financial Advisors? 01:00:13 When Will We Be Working With Humanoids? 01:05:15 Investing in AI Companies and the Bubble Debate 01:09:45 Allie's Boldest Predictions 01:14:22 Allie Miller's Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.