Podcasts about family financial

  • 88PODCASTS
  • 101EPISODES
  • 30mAVG DURATION
  • 1EPISODE EVERY OTHER WEEK
  • Feb 10, 2024LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about family financial

Latest podcast episodes about family financial

The Mindset Show with Daksh Jindal
How To Deal With Family, Financial Problems And Lack of Productivity? (QnA Episode)

The Mindset Show with Daksh Jindal

Play Episode Listen Later Feb 10, 2024 15:35


In this qna episode I help people with their family, financial and productivity issues. This helped them become more focused in life and made them mentally strong. I hope this QnA helps you too.

Bottomless Nachos
S4:E3 - Review & Discuss: The Seven Guaranteed Steps to Spiritual, Family & Financial Success

Bottomless Nachos

Play Episode Listen Later Feb 9, 2024 60:20


Mike, Ivan, & Jake review and discuss the book: The Seven Guaranteed Steps to Spiritual, Family, & Financial Success by Jesse Lee Peterson They discuss how it relates to them, their businesses, work, family, and lives. Check out the book and buy it here The Seven Guaranteed Steps to Spiritual, Family, & Financial Success by Jesse Lee Peterson --- Support this podcast: https://podcasters.spotify.com/pod/show/michael-workman/support

Unlikely Housewives of JoCo: Cultivating Authentic Freedom & Wellness for Women
73. From Crayons to Pensions: Bryan Sarff's Solutions to Family Financial Planning

Unlikely Housewives of JoCo: Cultivating Authentic Freedom & Wellness for Women

Play Episode Listen Later Jan 30, 2024 36:06


Listen in as we sit down with Bryan Sarff of True Wealth Company, who brings his financial expertise back to the show, this time addressing the nerve-wracking topic of college preparation for our older kids. Grappling with the costs of higher education is no small feat, and with Bryan's guidance, we dissect the often-overlooked conversations between spouses about educational expectations, and the real-world tools available to estimate future college expenses. We discuss the benefits and drawbacks of different savings methods like 529 plans and brokerage accounts, helping us navigate these waters so our children can set sail towards success without capsizing our retirement plans.   Couples often find themselves at crossroads when it comes to aligning their financial goals, a situation made trickier with children's education in the mix. Sarff invites us to peel back the layers of our money mindsets and align our investment strategies with our life goals. Through a financial therapy session of sorts, we unravel the four levels of thinking that can propel couples from financial friction to fiscal synergy. We also tackle the bumpy paths of financial planning, providing insights on how to handle the education cost conversations every family needs to have.   As our children edge toward adulthood, the conversation shifts to the essential legal and financial scaffolding they require. We dissect the legal documents that become vital once the kids hit 18, like healthcare proxies and powers of attorney. Bryan also illuminates the often-overlooked benefits of starting out at a community college and reveals how recent changes in FAFSA can impact your financial aid strategy. Whether you're considering a 529 plan or a brokerage account, Bryan's expertise sheds light on the path to creating a solid financial foundation for your family's educational aspirations.  

Vandenack Weaver Truhlsen - Legal Visionaries
Navigating the Path to Family Financial Preservation

Vandenack Weaver Truhlsen - Legal Visionaries

Play Episode Listen Later Jan 23, 2024 34:54


Welcome to today's episode where estate planning takes center stage as the critical roadmap for preserving family wealth. Join our host, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, and Zac Ritchey, a Certified Financial Planner at Private Wealth Asset Management as they explore essential questions about legacy planning and wealth preservation. Together, they navigate the role of educating younger family members, the effectiveness of family meetings, and using philanthropy and social responsibility to craft a meaningful legacy plan. Tune in and empower yourself with the knowledge to safeguard your family's financial future.This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CONNECT with Conn Jackson
Bobbi Rebell - Family Financial Tips

CONNECT with Conn Jackson

Play Episode Listen Later Jan 22, 2024 5:23


New Year's Money Resolutions Are For All Ages, Including Younger GenerationsFinancial Literacy Advocate Offers Parents Tips for Teaching Kids & Teens Good Money Habits to Last a Lifetime Financial literacy advocate and journalist, Bobbi Rebell, shares with CONN advice for parents looking to start money talks and lessons with their kids (and even improve their own financial health in 2024!)  

Allworth Financial's Money Matters
A family financial review, a donor-advised fund question, advice on a stock transfer, and assistance on an annuity.

Allworth Financial's Money Matters

Play Episode Listen Later Jan 6, 2024 57:29


On this week's Money Matters, Scott and Pat explain why now is a good time for parents to do a financial analysis with adult children. A California man looks for guidance on a donor-advised fund. On Oregon caller with a high net worth asks whether he can minimize taxes on a stock transfer he wants to make to his brother. Finally, a Georgia man with an annuity wants to know why Scott and Pat are so critical of how financial products are sold.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Homeschooling Families by Teach Them Diligently
Raising Money-Smart Kids: Family Financial Socialization | 258

Homeschooling Families by Teach Them Diligently

Play Episode Listen Later Nov 16, 2023 39:34


Welcome to the Homeschooling Families Podcast, where we explore the intersection of home education and family life. In today's episode, we delve into a vital topic that impacts every household: financial literacy. We'll be discussing what financial literacy is, the consequences of not teaching money skills to your children, effective strategies to impart these skills, the significance of money scripts, and how family dynamics can shape your children's money management skills.  Our guest today, Dr. Linda Simpson, brings a wealth of knowledge with over three decades of experience in teaching financial literacy at the university level. She's here to guide us on the essential journey of empowering your children with the financial skills they need for a secure future.  Meet the Guest: With three decades of experience in teaching financial literacy at the university level, Dr. Linda Simpson has helped people of all ages and life stages to set goals and create simple financial plans that are sustainable to their lifestyle and spending behaviors. In these challenging times, individuals and families are facing uncertainty in their current financial situations, not to mention their financial future. Dr Simpson is dedicated to helping as many people as possible to overcome these challenges. Topics Covered In This Episode: What is financial literacy?  The importance of understanding basic financial concepts and skills.  Consequences of not teaching money skills to your children.  How a lack of financial education can affect your children's future.  Strategies for teaching children about money. Money scripts and their role in a child's money management skills. How our beliefs and attitudes about money influence our financial behavior. Impact of family dynamics on children's money skills. How the family environment shapes a child's understanding of finances.  Additional Resources: Get Dr. Simpson's book, Mindful and Intentional Money Management: An Unbeatable System to Calm the Chaos for FREE, just pay shipping. A free downloadable Companion Guide is available to allow you to apply what you learn using your personal financial situation. This is a $20+ value! Click HERE to find out more. Age-appropriate worksheets or activity guides are provided for parents to work through the curriculum with their child. A Parent Guide is included that offers strategies for parents to role model, use intentional instruction and teachable moments throughout the day, and incorporate conversation starters on a variety of financial literacy topics. These are on sale to you right now for only $19.97. The regular price is $49.99. Click HERE to find out more. Not confident in your own money management skills? Learn these skills with my 3-course bundle on sale for only $197. These courses will help you set financial goals, understand your spending behaviors, and assess your current financial situation. There are three additional bonus offers with the bundle that includes over 1000 strategies to slash your spending, a food budgeting course (the biggest flexible expense that can be reduced), and my exclusive interview with Tom Ziglar. The value for this package is over $2,000. Click HERE to find out more. Discover more Christian podcasts at lifeaudio.com and inquire about advertising opportunities at lifeaudio.com/contact-us.

Homeschooling Families by Teach Them Diligently
Raising Money-Smart Kids: Family Financial Socialization | 258

Homeschooling Families by Teach Them Diligently

Play Episode Listen Later Nov 16, 2023 39:34


Welcome to the Homeschooling Families Podcast, where we explore the intersection of home education and family life. In today's episode, we delve into a vital topic that impacts every household: financial literacy. We'll be discussing what financial literacy is, the consequences of not teaching money skills to your children, effective strategies to impart these skills, the significance of money scripts, and how family dynamics can shape your children's money management skills. Our guest today, Dr. Linda Simpson, brings a wealth of knowledge with over three decades of experience in teaching financial literacy at the university level. She's here to guide us on the essential journey of empowering your children with the financial skills they need for a secure future.  Meet the Guest:With three decades of experience in teaching financial literacy at the university level, Dr. Linda Simpson has helped people of all ages and life stages to set goals and create simple financial plans that are sustainable to their lifestyle and spending behaviors. In these challenging times, individuals and families are facing uncertainty in their current financial situations, not to mention their financial future. Dr Simpson is dedicated to helping as many people as possible to overcome these challenges.Topics Covered In This Episode:What is financial literacy? The importance of understanding basic financial concepts and skills. Consequences of not teaching money skills to your children. How a lack of financial education can affect your children's future. Strategies for teaching children about money.Money scripts and their role in a child's money management skills.How our beliefs and attitudes about money influence our financial behavior.Impact of family dynamics on children's money skills.How the family environment shapes a child's understanding of finances. Additional Resources:Get Dr. Simpson's book, Mindful and Intentional Money Management: An Unbeatable System to Calm the Chaos for FREE, just pay shipping. A free downloadable Companion Guide is available to allow you to apply what you learn using your personal financial situation. This is a $20+ value! Click HERE to find out more.Age-appropriate worksheets or activity guides are provided for parents to work through the curriculum with their child. A Parent Guide is included that offers strategies for parents to role model, use intentional instruction and teachable moments throughout the day, and incorporate conversation starters on a variety of financial literacy topics. These are on sale to you right now for only $19.97. The regular price is $49.99. Click HERE to find out more.Not confident in your own money management skills? Learn these skills with my 3-course bundle on sale for only $197. These courses will help you set financial goals, understand your spending behaviors, and assess your current financial situation. There are three additional bonus offers with the bundle that includes over 1000 strategies to slash your spending, a food budgeting course (the biggest flexible expense that can be reduced), and my exclusive interview with Tom Ziglar. The value for this package is over $2,000. Click HERE to find out more.

Divorce Doesn't Suck
Victoria Kirilloff, Family Financial Mediator

Divorce Doesn't Suck

Play Episode Listen Later Nov 7, 2023 34:40


Victoria Kirilloff is a Family Financial Mediator, Certified Divorce Specialist, Divorce Analyst & Consultant, and Holistic Wealth Engineer. She's the founder of DivorceAnalytics.com and MyWeatlhAnalytics.com. She learned the importance of financial knowledge from her father, who encouraged her to take an active role in managing the family finances when she was a very young girl. After successful careers in finance, she found herself desperately seeking a way out of a long-term relationship that had turned toxic. So, she leaned on her father's lessons, reeled in her fear, and assessed the situation objectively. That's when she created the first Divorce Impact Analysis Report—an objective and fact-based report that served as the data points in her property division negotiations. Now, she uses the same strategy to help divorcing people stay out of court and find financially-reasonable settlements that are fair to both parties. For advice and insight about how to do divorce better and replace financial fear with financial facts, connect with Victoria!Web: DivorceAnalytics.com Web: MyWealthAnalytics.com FB: Divorce Analytics.com IG: @VictoriaKirilloff LI: Wealth Analytics LLCThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/5507039/advertisement

Once BITten!
#Bitcoin Focused Family Financial Planning - @JimCriderTX . #387

Once BITten!

Play Episode Listen Later Nov 4, 2023 98:52


Move your family onto a #Bitcoin Savings Plan. $ BTC 34,677 Block Height 815,288 Today's guest on the show is @JimCriderTX who joins me to talk about his business Intentional Living. A Financial Planning service for families looking to save in #Bitcoin When did @JimCriderTX discover #bitcoin and why did that turn his worldview upside-down? How has @JimCriderTX managed to explain #bitcoin to families and help them onto a #bitcoin standard? What does @JimCriderTX think about the legacy financial advisory services out there and what will make them change? A huge thank you to @JimCriderTX for coming on the show and all of his work in the #bitcoin space! Find out more about Jim's service here: https://www.intentionallivingfp.com/ ALL LINKS HERE - FOR DISCOUNTS AND OFFERS -  https://vida.page/princey - https://linktr.ee/princey21m Pleb Service Announcements. @orangepillapp That's it, that's the announcement. Thank you: @swanbitcoin @relai_app @ShiftCryptoHQ @wasabiwallet @hodlhodl @mempool @KonsensusN for your trust and support.  Support the pods via @fountain_app  https://play.fountain.fm/show/2oJTnUm5VKs3xmSVdf5n   Shills and Mench's: ORANGE PILL APP - https://signup.theorangepillapp.com/opa/princey SWAN BITCOIN -  www.swan.com/bitten  RELAI - www.relai.me/Bitten Use Code BITTEN BITBOX - www.bitbox.swiss/bitten Use Code BITTEN HODL HODL - https://hodlhodl.com/join/BITTEN  WASABI WALLET - https://www.wasabiwallet.io/ MEMPOOL - https://mempool.space/ KONSENSUS NETWORK - Buy bitcoin books in different languages.  Use code BITTEN for 10% discount - bitcoinbook.shop/discount/BITTENSTACKING SAT http://stackinsat.com/signup/?r=Bitten SATSBACK - Shop online and earn back sats! https://satsback.com/register/5AxjyPRZV8PNJGlM  HEATBIT - Home Bitcoin mining - https://www.heatbit.com/?ref=DANIELPRINCE - Use code BITTEN. CONFERENCES: BITCOIN ATLANTIS - @BitcoinAtlantis - @FREEMadeiraOrg - 1st -3rd March 2024. Use code BITTEN for a 10% discount on all ticket purchases. https://bitcoinatlantis.com/

RetireMentorship
Family Financial Summit

RetireMentorship

Play Episode Listen Later Oct 19, 2023 17:49


Episode 136 | Today we are joined by a special guest, Taylor Haley, who has been conducting an annual financial summit with his family for years.See more at https://RetireMentorship.com/136 Join our FREE membership community to receive exclusive content at RetireMembership.com. The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)Find my financial planning firm at LaxFP.com.Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

InvestorKit Podcast
Breaking Down Family Financial Values - Should You Follow?

InvestorKit Podcast

Play Episode Listen Later Oct 17, 2023 12:54


We all love to share the wisdom and knowledge that our parents or grandparents offer but as we all know, markets change and therefore so do our strategies. With anything investing-related, it is important to evolve with the market. At its most basic, the strategies of previous generations are still applicable in today's market. Buy often, buy well but we need to take that advice and make sure that we also have a foundation of data to back up our investment decisions. That's what this episode is all about. We are going to learn to take on the advice that still makes sense in this current market climate but combine that with proven methods that are built for 2023 and beyond.   Connect with InvestorKit: Website: https://www.investorkit.com.au/Send your questions to: arjun@investorkit.com.auFollow us on Facebook: https://www.facebook.com/InvestorKit/Follow us on Instagram: https://www.instagram.com/investorkit.com.au/Subscribe to our YouTube Channel: https://www.youtube.com/@investorkit3615Connect with us on LinkedIn: https://www.linkedin.com/company/investorkit/See omnystudio.com/listener for privacy information.       Disclaimer: The information provided in this podcast is general in nature and should not be considered as personal financial advice. The podcast host, guests, and contributors are not licensed financial advisors. Please seek professional financial advice that is tailored to your situation and circumstances before making any financial decisions.      See omnystudio.com/listener for privacy information.

Healthy Love and Money
How Knowing Your Family Financial History Can Foster Financial Well-Being - Elana Feinsmith

Healthy Love and Money

Play Episode Listen Later Aug 31, 2023 44:44


“That's what money is. It's energy. And sometimes we blame money for things, too, which is interesting, and is it really money's fault? And what part is how people were wired in how all those things happened?” Today, our host Ed Coambs welcomes Elana Feinsmith, CFP and CFT of Oak Financial Coaching, to the Healthy Love and Money Podcast. Discover how Elana beautifully blends financial therapy and financial coaching, assisting her clients in exploring the emotional side of money and creating a spending plan. Elana begins her sessions with a grounding meditation and uses tools like the Kolbe A test to understand her clients' natural wiring, paving the way for more effective coaching. Be inspired by Elana's unique approach, including the use of genograms to uncover familial money dynamics. Join in as they tackle topics like leveraging strengths in personal finance, roles and mental health in financial well-being, and the complex dynamics of managing finances while raising a family and caring for aging parents. Learn how to navigate value differences between partners, the importance of reflection and contemplation in a busy world, and how marriage counseling and financial therapy can stimulate progress. They also shed light on the concept of decision fatigue and provide strategies to work around it for joyful financial decisions. Listen in to their exploration of finding joy and financial freedom. Elana shares her insights on understanding our inner money voices, uncovering the meaning behind our spending habits, and the power of genograms in gaining a deeper understanding of our relationship with money. Sit back and get ready for an insightful conversation that is sure to reshape your relationship with money. Key Topics: The Importance of Looking at The Numbers (02:28) In-Episode Experiment of Ed “Being a New Client of Elana's” (05:45) The Kolbe Assessment and How to Use It (12:42) Deciding Where to Put Your Money (14:51) Allocating Responsibilities Based on More than Just Gender-Based (17:22) How Parent Voices Affect Children in Money Roles (23:14) Understanding Our Subconscious Money Scripts and Values (25:05) What a Genogram is and How to Use it (34:32) What Was “Normal” for Your Family? (37:43) Wrap-Up and Contact (43:06) Resources: Oak Financial Coaching Connect With Healthy Love and Money: Schedule your free 30-Minute Discovery Call About Therapy-Informed Financial Planning™. Learn about your money and attachment style with this short Attachment Style Quiz. Buy the Double Award Winning Book: The Healthy Love and Money Way. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.

The Soldier For Life Podcast
S13E4 Military Family Financial Readiness

The Soldier For Life Podcast

Play Episode Listen Later Aug 22, 2023 27:35


Financial readiness. We all know this is vital, but how many of us can say that we - and our military families - are fully prepared? On this week's Soldier For Life Podcast, we have a fantastic discussion with Sarah Bumgardner, the Director of Partnerships and Member Engagement for the American Armed Forces Mutual Aid Association, about what it means to be financially ready, why this is so crucial for military families and military spouses, and (most importantly) the steps we need to take to ensure that our families are financially sound. Resources mentioned during the podcast:

Wake Up Legendary
8-17-23-Prioritizing Family & Financial Relief Through Digital Marketing-Wake Up Legendary with David Sharpe | Legendary Marketer

Wake Up Legendary

Play Episode Listen Later Aug 17, 2023 57:42


Andrea Sullivan is a homeschooling Mom of 4 who wanted to spend more time with her family and lessen her financial stress. Tune into this episode of Wake Up Legendary to hear how she is trading in her debt for a digital marketing business. Follow Andrea on Facebook & Instagram

The Alchemized Life
250 | Disentangling Family Financial Patterns with Judy Wilkins-Smith

The Alchemized Life

Play Episode Listen Later May 9, 2023 56:46


I have a feeling in today's episode you are going to hear about something that you have potentially never heard about before. Judy Wilkins-Smith is a world renowned family patterns, systemic work and constellations expert. She's a motivational speaker and author offering guidance to disentangling the financial patterns that aren't working and transforming your money DNA. This is a fresh perspective on the conversation around money, identifying what your money patterns are, and maybe some of the unconscious money habits that you've inherited from your family. Judy breaks down how impactful this work can be, its practical implementation, and how you can use it to identify your own patterns and subconscious limitations to your personal evolution. In this episode, Judy explains her process for making the invisible visible to have huge “Aha” moments that uncover subconscious patterns and gives you practical steps for rewiring your brain to tap into your ultimate potential. I've been diving into this work recently, and have a feeling you will really love this conversation. Judy has helped me start to identify patterns and events that potentially could have come from prior generations, and I can't wait to see what it will uncover for me. Judy is such a wonderful human being, I'm so grateful that she came on the podcast. I know you'll learn some new tools to incorporate into your personal development journey and relationship with money in this episode. “The minute that you do a systemic piece of work, it begins to do things to the system. It needs just one person to move one degree, and the whole system starts to react, so you have these big shifts. Now the other piece that's important is that you're immediately rewiring your brain. One new thought, one new feeling, one new action. You are rewiring the brain neuro scientifically, you are laying down new neural pathways. That's super important. Epigenetically, you're changing that epigenetic approach to what's happening in your system because the epigenetic imprint is a result of your thoughts, feelings, actions, reactions. So now you are really starting to change the system, and most importantly, you are no longer going to be living ancient history, which is what we do 90% of the time. You're fully present and you're creating a very new future.” - Judy Wilkins-SmithWhat we talk about:Figuring out your money DNAWhat is constellation & family systems workHow to reprogram inherited money DNA patternsHarnessing the “knowing” fieldEpigenetics and creating new neural pathwaysDoing this work if you don't know your familyStretching your money potential Creating future memoriesAdvice for online business entrepreneurs experiencing a “setback”How to grow your money DNADebt is not what you think it isThe importance of language we use when it comes to money“People say to me, ‘why do you teach money?' I made money a promise that I would show people that it is kind, wise, a friend, a mentor. It is not all the ugly things it's been made out to be.” - Judy Wilkins-SmithNew episodes of the Alchemized Life Podcast are live every Tuesday!

family dna financial fill patterns aha wilkins isthe disentangling family financial alchemized life podcast alchemized life judy wilkins smith
Parenting Impossible – The Special Needs Survival Podcast
Learning Family Financial Fitness with Children's Stories

Parenting Impossible – The Special Needs Survival Podcast

Play Episode Listen Later May 4, 2023 56:14


In this episode, Host Annette Hines has a great conversation with Anthony (Tony) Delauney about how to have family financial conversations and teach kids early about how to use money wisely. Anthony is a financial advisor, franchise business owner, and author of several financial education books, including three in the Owning the Dash series. His books include Applying the Mindset of a Fitness Master to the Art of Family Financial Planning (2019), The No-Regrets Retirement Roadmap (2021), and children's picture books Dash and Nikki and the Jellybean Game (2021), Lilly and May Learn Why Mom and Dad Work (2022) with more titles forthcoming. Passionate about supporting growing families, Anthony's children's books help families find ways to discuss topics about money management including important lessons such as being patient in your decisions, helping one another, risk vs. reward, and the importance of earning and budgeting. He and Annette discuss the concept of gambling in his 2023 book, Rohan and Nyra and Big Sister's Bet, and how he received comments from some readers about whether or not this subject is appropriate to introduce to children. However, the issues of greed, constantly wanting more, and allowing our emotions to guide our behaviors are essential for kids to reflect on as these elements impact our lives in more situations in which risk is involved.  Anthony asserts that it's essential to talk openly with children and help guide them early on about how to make thoughtful choices. You can find Anthony Delauney's books at Mascot Books, Amazon or Barnes & Noble. CONNECT WITH ANTHONY DELAUNEY Website: https://www.owningthedash.com Facebook: https://www.facebook.com/OwningtheDash/ Twitter: https://twitter.com/owningthedash Instagram: https://www.instagram.com/anthony.delauney/ LinkedIn: https://www.linkedin.com/in/anthony-delauney-cfp%C2%AE-chfc%C2%AE-crpc%C2%AE-ricp%C2%AE-bfa%C2%AE-b23477176

Fascinating Entrepreneurs
How Brandon Hatton infuses Conscious Wealth into his Family Financial Planning Advisory Ep. 117

Fascinating Entrepreneurs

Play Episode Listen Later Apr 26, 2023 24:27 Transcription Available


Brandon Hatton began his career in the financial services industry, working tirelessly for one of the world's largest investment and wealth management firms, Merrill Lynch. However, he soon realized that his fixation on creating wealth had destroyed his health, relationships and sense of self. He knew that, for many like him, in the quest to have ‘enough', people often fail to realize that they are enough. Brandon became determined to find a win-win approach to wealth management in order to help people thrive in the broader sense of the term. As such, he began to pivot from traditional wealth management to a more conscious approach. Brandon founded Conscious Wealth® to provide a framework around money that allows people to focus on what matters: a life of growth and fulfillment, rather than a life of endless desire and insecurity.Where to find Brandon HattonWebsite: https://brandonhatton.comInstagram: @brandonthattonTwitter: @brandonthattonLinkedIn: Brandon HattonSPONSORThis episode is sponsored by Entire Productions- Creating events (both in-person and virtual) that don't suck! and Entire Productions Marketing- carefully curated premium gifting and branded promo items. PLEASE RATE, REVIEW, & SUBSCRIBE on APPLE PODCASTS“I love Natasha and the Fascinating Entrepreneurs Podcast!”

Mama Knows
Family Financial Planning for Dummies w/Matt Krueger of KF Wealth Management

Mama Knows

Play Episode Listen Later Apr 18, 2023 37:16 Transcription Available


Let's talk MONEY. Ew. For real though, are you and your kiddos set financially or do you you not know?Mention BALKANINA when you email Matt to get $3,000 off aka a FREE financial life plan. Matthew.Krueger@nm.com Website: https://www.kfwealthmanagement.com/Matt lives in Janesville, WI. He is married to Carrie, who is his rock and he is also blessed to have 3 daughters, Riese -22, Addison, 17, and Gibsen, 16. Matt is PASSIONATE about serving people and his community and currently serves as the President of NAMI Rock County, which helps people with mental illness. He has been in the financial business for 20 years and is the founder and Wealth Management Advisor for kf. Wealth Management, which is part ofNorthwestern Mutual. He has a team of 10 people and works with professionals, people nearing retirement or in retirement and family business owners and works in 13 states across the country.Notables*Their team is in the top 1% of all Financial Advisors in the country.*He is a top 250 Forbes Top Financial Security Professional for 2022 which ranks advisors on wholistic financial planning, not just investments.________________________________________________________________Did you love this episode? BUY ME A COFFEE for support!Find me on Instagram@balkanina@mamaknowspodcastFind me on TikTokBalkaninaSubscribe to my NewsletterPrivate Facebook Motherhood-Podcast CommunityMama Knows FBDisclaimer: This podcast does not provide any medical advice, it is for informational purposes only!

Muhammad Salah
Fiqh Of Love Episode #21 Family Financial Rights 2

Muhammad Salah

Play Episode Listen Later Apr 5, 2023 27:23


Muhammad Salah
Fiqh Of Love Episode #20 Family Financial Rights

Muhammad Salah

Play Episode Listen Later Apr 5, 2023 26:11


Ben Ferguson Morning Update
Why did a Chinese-American bank 'willingly' provided Biden family financial records?

Ben Ferguson Morning Update

Play Episode Listen Later Apr 2, 2023 28:54


EpochTV
NTD Evening News (March 14): House GOP Reviews Biden Family Financial Documents; Ohio Sues Northfolk Southern Over Derailed Train

EpochTV

Play Episode Listen Later Mar 14, 2023 26:30


The Treasury Department allowed the Republican-led House Oversight Committee to review suspicious activity reports generated by the Biden family's dealings with a Chinese energy company. President Joe Biden announced new gun control measures while visiting California. The White House calls the executive order the most comprehensive policy Biden can enact without Congress. Ohio is suing Norfolk Southern over a train derailment that released toxic chemicals in East Palestine last month. A Russian fighter jet forces a U.S. military drone to crash into the Black Sea. ⭕️ Watch in-depth videos based on Truth & Tradition at Epoch TV

NTD Evening News
House GOP Reviews Biden Family Financial Documents; Ohio Sues Northfolk Southern Over Derailed Train | NTD Evening News

NTD Evening News

Play Episode Listen Later Mar 14, 2023 26:29


NTD Evening News—03/14/20231. Major Nor'easter Brings Heavy Snow, Winds2. Ohio Sues Norfolk Southern Over Derailment3. Biden Seeks More Gun Background Checks4. Treasury Lets GOP Review Biden Bank Records5. Federal Government Investigating SVB Crash

From Washington – FOX News Radio
Evening Edition: What A Pair Of Bank Failures Mean To Average Americans

From Washington – FOX News Radio

Play Episode Listen Later Mar 13, 2023 17:44


Two banks have been shut down by federal regulators in a matter of three days, Silicon Valley Bank in California and Signature Bank in New York. Now, federal regulators and President Biden are trying to ease the fears of everyday investors. FOX's Eben Brown spoke with Tammy Trenta, Founder and CEO of asset management firm Family Financial, about the failures, what led to them and why the average American should not panic.    Click Here To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit megaphone.fm/adchoices

Fox News Rundown Evening Edition
Evening Edition: What A Pair Of Bank Failures Mean To Average Americans

Fox News Rundown Evening Edition

Play Episode Listen Later Mar 13, 2023 17:44


Two banks have been shut down by federal regulators in a matter of three days, Silicon Valley Bank in California and Signature Bank in New York. Now, federal regulators and President Biden are trying to ease the fears of everyday investors. FOX's Eben Brown spoke with Tammy Trenta, Founder and CEO of asset management firm Family Financial, about the failures, what led to them and why the average American should not panic.    Click Here To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit megaphone.fm/adchoices

The FOX News Rundown
Evening Edition: What A Pair Of Bank Failures Mean To Average Americans

The FOX News Rundown

Play Episode Listen Later Mar 13, 2023 17:44


Two banks have been shut down by federal regulators in a matter of three days, Silicon Valley Bank in California and Signature Bank in New York. Now, federal regulators and President Biden are trying to ease the fears of everyday investors. FOX's Eben Brown spoke with Tammy Trenta, Founder and CEO of asset management firm Family Financial, about the failures, what led to them and why the average American should not panic.    Click Here To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit megaphone.fm/adchoices

East Booneville Baptist Church
Family Financial Freedom (Hebrews 13:5, 2 Timothy 6:7, 1 Timothy 6:10)

East Booneville Baptist Church

Play Episode Listen Later Feb 27, 2023 33:16


The Guided Retirement Show
081: Family Financial Planning with Matt Kasper

The Guided Retirement Show

Play Episode Listen Later Feb 14, 2023 47:04


When we're trying to find out what's most important to people in their retirement, one of the most common answers is spending time with family. Many of those people are also passionate about gifting money to the next generation(s) so that their loved ones are in good hands financially after they pass on. The ins and outs of estate planning are very important, but also quite complex. That's why we're having Matt Kasper, CFP® join Dean Barber to discuss Family Financial Planning. In this podcast interview, you'll learn: The four main components of a financial are all connected, and they impact not only yourself, but the next generation. Communication is critical with family financial planning. The differences between a will and a trust. Investments aren't the main focus with family financial planning. START PLANNING To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/81 Learn More about Retirement Planning Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

She Turned Entrepreneur
#138: Making Financial Planning Holistic for Business Owners with Tammy Trenta!

She Turned Entrepreneur

Play Episode Listen Later Jan 31, 2023 23:08


Need an understanding financial advisor for your business but need help finding someone fit? Our guest for today's episode, Tammy Trenta, noticed the lack of entrepreneur-focussed financial planners long ago; that's why, stepping on to what would be a 27-plus-year-long financial career, she made business owners her niche client base. Now, as the founder and CEO of Family Financial, she empowers business owners to keep more of what they earn by helping them smartly spend on taxes and adopt continual wealth generation practices. Having founded a retail business after careful thought years ago, Tammy understands the passion behind business ventures. Also, as someone who grew up in the 70s and 80s to entrepreneur-teacher parents who'd filed for bankruptcy, she feels what money could mean to families. She swears by the lessons from her journey to understand her clients! Through her personal stories of trials, errors, and successes, you'll learn powerful advice to make wins in yours. As someone who set foot into business building single-handedly while most of her peers worked full-time jobs, Tammy also expresses why a mentor would've made her journey much easier. Learning from someone with experience traveling your path makes the journey a whole lot easier, doesn't it? Tammy is doing her best to fill this gap for others by offering her best advice to people who need it. For more about her mentorship availability, hit her up on LinkedIn. And stay tuned for advice you've never heard before on filing taxes as a sole proprietor in the nascent stages of your business – these won't just help you grow but grow sustainably!Are you ready to find your true calling and walk away from your teaching job once and for all?It is your time to get a solid grasp on the potential opportunities available to you so you can get started on your entrepreneurial journey and change your life!Download your copy of this free, valuable PDF resource and access 20 different descriptive business ideas that are perfect for a teacher turning entrepreneur.The Teacher's Guide to Finding Your Perfect Business Idea (without going back to college)

Inspired Budget
#088: Ask Matt - Reluctant Spouses, Family Financial Involvement, & Supporting A Spender

Inspired Budget

Play Episode Listen Later Jan 12, 2023 36:13


Today, I put my husband Matt in the hot seat! He answered all your burning questions including:"How do I talk to my spouse about money if they don't like talking about money...EVER!""How involved are you in the family financial decisions?""How was your relationship during your debt free journey? Were there fights, tension, or did the experience draw you closer together?""How do you support Allison when she is feeling depressed or anxious and wants to shop" Follow Allison on Instagram! @inspiredbudget Read the full show notes here on the blog! Take my FREE class on How to Budget to Build wealth!

Discern
Episode 157: 3 Principles for Family Financial Planning in Uncertain Times

Discern

Play Episode Listen Later Jan 5, 2023 12:04


Written and Presented by David TreybigEconomic conditions around the world are making life more difficult for millions of people. What biblical steps can you take to protect yourself and your family?Read Online

Physician Family Financial Advisors Podcast
Why NOT Choose Physician Family Financial Advisors

Physician Family Financial Advisors Podcast

Play Episode Listen Later Jan 4, 2023 18:32


As we look forward to 2023, we also look back on 2022. We found many physician families who are so happy they've been with us for years, and decades even, while others move on after a brief engagement. This got us thinking about who is a match for us and who might be happier elsewhere. At Physician Family Financial Advisors, we hope our advice will help you live a more bountiful, less taxing life with more quality time to spend with your loved ones. But that's not what everybody wants from us. Tune in to hear the three reasons some doctors should NOT choose Physician Family, and one reason why many physician moms and dads really should.   ASK A QUESTION   Send your questions about taxes, investing, extra money, retirement, college, and financial parenting to podcast@physicianfamily.com or call the Physician Family Answer Line at (503) 308-8733.   IN THIS EPISODE   [2:10] Reason 1: If you want investments. [5:40] Reason 2: If you want to solve your tax issue. [11:18] Reason 3: If you just want to retire and are a young physician. [14:40] What do we do at Physician Family Financial Advisors Inc.     LINKS MENTIONED   Email podcast@physicianfamily.com if there is a question you'd like answered on our next show!    If you are strictly interested in information regarding taxes, check out our Overtaxed Doctors Guide to Retirement.   To sign up for our newsletter, go to physicianfamily.com/go and scroll to the bottom to enter your email address.   NOTICE   Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Two Girls and a Guy
2GG Podcast: Family Financial Drama

Two Girls and a Guy

Play Episode Listen Later Nov 29, 2022 7:13


2GG Podcast: Family Financial Drama by Two Girls and a Guy

Business RadioX ® Network
Season 3, Episode 3: Achieving Family, Financial, and Freedom Goals

Business RadioX ® Network

Play Episode Listen Later Nov 11, 2022


"What's the status of your life?" Ask yourself this question and dive into the "Status Life with Leta" podcast. Leta takes her millions of listeners on a journey to design their best life. No topic is off limits and she never shies away from using her own life as an example. Leta engages her audience […]

Her Money Matters
Making the Family Financial Planning Conversation Easier | HDM 329

Her Money Matters

Play Episode Listen Later Nov 10, 2022 35:37


Have you had a family financial planning conversation? The type of conversation where you discuss the things we don't want to think about or shy away from talking about. This can include from making decisions on how do we want to be cared for if we become incapacitated to how can we invest more in real estate as a family?   Money can be a difficult subject to talk about with your family even in our Latino community. Today, our community is betting on a future where we want to be more financially prepared and literate for what tomorrow brings, for us and our family. That's why our special guest for this episode, Lyanne Alfaro, is here to share with us about how she has approached financial planning with her family, what has worked for her, and some approaches that helped her have these family financial conversations.  Lyanne Alfaro is a first- gen Latina, NYC journalist turned multi-hyphenate, passionate about exploring the Latino influence in the world of business.  You will also hear the following in today's episode: The moment that started the financial planning conversation in her family and which family member actually initiated it . Some approaches that have made the family financial conversation easier. What she has observed over the past few years and her thoughts on what has led our community to take an interest in financial literacy. For a quick recap of this episode go to http://www.jenhemphill.com/329   NEW! Join our community on Facebook. Click Here!   Want to get social? Let's connect more on Instagram @jenhemphill   Grab your copy of My Daily Dinero Ritual and increase your money confidence here: https://jenhemphill.com/dinero   The post, Making the Family Financial Planning Conversation Easier | HDM 329 appeared first on the Her Dinero Matters Podcast.

Welcome To Eloma
Integrating Holistic Financial Planning with Tammy Trenta

Welcome To Eloma

Play Episode Listen Later Oct 26, 2022 40:42


“If you have a successful business, make sure that you find an advisor that understands you and gets you, that's a fiduciary,” explains Tammy Trenta, Founder and CEO of Family Financial. Tammy is a certified financial planner, tax coach, and exit planning advisor. Today, Tammy joins host Kiley Peters to talk about how to integrate holistic financial planning into your business and why it is so vital to work with a fiduciary.  Most certified financial planners are not also fiduciaries. A fiduciary is someone who has a legal obligation to put their client's needs ahead of their own. For example, anyone who works for a publicly traded company cannot be a fiduciary. It can be complicated to determine as your business grows what you should incorporate and what type of business you should file your taxes as. This can lead to complications with deductions and if you're not careful, you could end up owing a lot of money in back taxes to the government. The benefit of a holistic approach to financial planning is having someone who really understands your business needs and your overall financial goals.  When it comes to financial planning, it is important to do your homework and hire a certified financial planner that really understands your needs. It can be difficult to find a CFP that is also a fiduciary, but it is worth the extra work to find the right advisor.  Quotes “A fiduciary is somebody who has a legal obligation to put the client's needs ahead of their own. So if you work for any publicly traded company, are you advocating for the client? Is it even possible to advocate for the client when really you're accountable to the shareholders?” (5:53-6:14 | Tammy) “Many business owners are underserved primarily because even if you are a certified financial planner, many certified financial planners who are not self employed themselves, don't know what it's like to be a business owner. They don't understand the needs that a business owner has.” (7:19-7:39 | Tammy)  “You need to be careful with schedule C. Because they will take your company, whatever business it is, and they're going to compare it to other companies. And they're going to see what the average is and they're gonna make you prove all of these deductions as to whether you're legitimate.” (16:52-17:10 | Tammy) “When it comes to incorporating, we might need a lawyer to come into play. But, in my opinion, the lawyer is not going to be helpful, unless they have the context.” (32:01-32:17 | Tammy) “If you have a business and you have a successful business, make sure that you find an advisor that understands you and gets you, that's a fiduciary. Make sure that they're a certified financial planner, and that they do planning.” (35:34-35:52 | Tammy) Links Connect with Welcome to Eloma Instagram:https://www.instagram.com/welcometoeloma ( @welcometoeloma) Website:http://welcometoeloma.com/ ( WelcometoEloma.com) Weekly Email Newsletter:https://rayneix.us19.list-manage.com/subscribe?u=ef5b203d3a56f90cbd51c7a54&id=9db6f8746e ( bit.ly/RIXEmail ) Connect with Tammy Trenta Twitter: https://twitter.com/TammyTrenta (https://twitter.com/TammyTrenta) Instagram: https://www.instagram.com/tammytrenta/ (https://www.instagram.com/tammytrenta/)   Connect with Kiley Social:https://www.instagram.com/kileypeters/ ( @kileypeters) +https://www.linkedin.com/in/kileypeters ( Linkedin.com/in/kileypeters) Websites:https://rayneix.com/ ( RAYNEIX.com) ,https://brainchildstudios.com/ ( BrainchildStudios.com),https://kileypeters.com/ ( KileyPeters.com) Weekly Email Newsletter:https://rayneix.us19.list-manage.com/subscribe?u=ef5b203d3a56f90cbd51c7a54&id=9db6f8746e ( bit.ly/RIXEmail) Email: info@rayneix.com

Women Who Want More
Ep. 47 From a Family of Bankruptcy to Founding a Financial Firm with Tammy Trenta

Women Who Want More

Play Episode Listen Later Oct 13, 2022 46:53


Imagine your parents using your college savings to pay for their own divorce.And then your parents filing for bankruptcy.And then getting sued for more money because of your parents' money issues.This was the life of Tammy Trenta, who learned from the young age of 8 that she was on her own. She waited tables, did sales jobs then marketing and whatever it took to make her own money. After the trauma around money that unfolded for her early in her life, she decided to learn more about money. Over time, she came to love it.Tammy Trenta is now the founder and CEO of Family Financial. She empowers families and business owners to keep more of what they earn while preserving and growing their wealth in a holistic approach to achieve their financial goals.Tammy shares her story that led up to why she decided to study money and eventually open her own financial firm, plus:Going from partner at a firm to launching her own business (and why)The handbag line she launched that didn't take offDeciding if your dream is worth the riskand more!Tammy's story is truly one for the books. Click play and dive in!Connect with Tammy:WebsiteInstagramLinkedInI look forward to getting to know you better so please subscribe, rate and review, and connect with me on Instagram! (@adrikeefe)Head over to www.AdrianaKeefe.com for more information, free Human Design body chart, tools and tips, and more!Heartfül of Kerøsene - Jeff II https://youtu.be/ZbyFsGMjfRgCreative Commons AttributionFree Download / Stream: https://bit.ly/al-heartful-of-kerseneMusic promoted by Audio Library https://youtu.be/y-tbE2FIA1o

The Motherhood & Money Show
Being Married to Someone Financially Irresponsible with Tammy Trenta of Family Financial

The Motherhood & Money Show

Play Episode Listen Later Sep 20, 2022 46:09


What do you do when you are trying to be financially responsible and your spouse isn't interested? On today's episode, Bethany talks to Tammy Trenta, the founder and CEO of Family Financial (and former Apprentice contestant), on what it looks like when your spouse's financial values don't align with yours.In this episode, Tammy talks about her personal journey with financial literacy and being married to a finically irresponsible spouse. She also discusses what do you do if you are married to someone who is not financially responsible, how to navigate getting on the same page with your spouse, and how to protect yourself if they are unwilling to change. 

The Educated Mama
Camilla Jeffs: Family Financial Literacy and Investing

The Educated Mama

Play Episode Listen Later Sep 14, 2022 38:12


In today's episode, Ryan Jordan chats with Camilla Jeffs, CEO and Founder of Steady Stream Investments, about allowance, teaching financial literacy to children and investing. It's so important to give children the skills to manage, budget, and be comfortable with money. Listen and learn!Find us on Social Media!www.instagram.com/educatednanniesPlease snap a screenshot and tag us if you found this episode informative, inspirational, or educational. Hashtag #theeducatedmama and we can share your post too!

Change For Your Dollar with John Putnam
44-One Unique Family Financial Journey

Change For Your Dollar with John Putnam

Play Episode Listen Later Aug 16, 2022 17:19


 Don't you love an exciting journey? I am elaborating on one unique journey and the incredible adventure that awaits you, and your family and can impact those you love the most at home, and your neighbors in your community and around the world!

The Feldman Report
The Feldman Report - Family financial crisis -- childcare

The Feldman Report

Play Episode Listen Later Aug 3, 2022 1:04


WWJ's Murray Feldman - Family financial crisis -- childcare

Entrepreneur Money Stories
EP 57- Preserving and Growing your Wealth with Tammy Trenta

Entrepreneur Money Stories

Play Episode Listen Later Aug 2, 2022 32:49


Tammy Trenta is the founder and CEO of Family Financial, a woman-owned wealth management firm that provides financial support to entrepreneurs. Tammy has 26 years of industry experience as a certified exit planner and certified tax coach which helps her clients to devise tax strategies, navigate the sale of their businesses and reach their financial goals.   In this episode, Tammy talks about how you can increase your wealth as a business owner and the financial aspects you need in place in order to preserve your current wealth and keep more of what you earn.  In this episode, Tammy also discusses:    How you can prepare to work with a financial advisor 4:49 Why you should work with a fiduciary and how to find one 5:06 Why business owners should be working with a financial advisor 9:34 Mindset shifts entrepreneurs can make in their business to have better finances 13:25 Creating a retirement plan and exit planning and preparing financially 15:38 ESOP-what it is and the pros and cons 25:30 Strategies to help create wealth in your business 27:00 Connect with Tammy:  Website |  https://familyfinancial.biz/ LinkedIn | https://www.linkedin.com/company/family-financial/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today's Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02

The Wellness Mama Podcast
568: Ali Katz on Family Financial Planning + Freedom and Building Generational Wealth

The Wellness Mama Podcast

Play Episode Listen Later Aug 1, 2022 59:54


Today I'm here with Ali Katz who helped me with some of my own financial planning, and more importantly, the financial planning side related to my kids and guardianship. There is a lot more that goes into this than I had realized. And she's here today to talk about family financial planning and building generational …

The WEInvested Podcast
Family Financial: How To Reduce Taxes and Preserve Wealth Ft Tammy Trenta

The WEInvested Podcast

Play Episode Listen Later Jul 27, 2022 35:32


Tammy Trenta is the founder and CEO of Family Financial. She empowers families and business owners to keep more of what they earn, preserving and growing their wealth. She takes a holistic, 360 approach to wealth and financial management, integrating financial, tax, and legal guidance. Website: https://familyfinancial.biz FAMILY FINANCIAL: HOW TO REDUCE TAXES AND PRESERVE WEALTH FT TAMMY TRENTA --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Needed Conversations with Ryan & Viktoriya Cole
Building Wealth & A Family Financial Plan [Needed Conversations]

Needed Conversations with Ryan & Viktoriya Cole

Play Episode Listen Later Jul 11, 2022 49:13


In the final episode in the series, "As For Me & My House," we talk about MONEY! We packed tons of practical information on how you can build wealth for your family and fund your God-given dreams! We also discuss the current state of the economy and how to understand money from a Kingdom perspective. As we mentioned in the podcast, our daughter started her own candle company...and she's only 5! Check it out at https://www.viktoriyacole.com/mila Our newest book SPICY Sex is now available in paperback and e-book. Get the e-book now at https://www.ryancoleempowerment.com/store/spicysex Give to our ministry now at https://www.ryancoleempowerment.com/giving Get the physical book now at https://www.ryancoleempowerment.com/store/spicy-sex-turn-up-the-heat-in-your-marriage-paperback-book Find out more about our ministry at http://moremostforever.com/ TEXT US!!! • (864) 428-7131 ...with your questions on this topic and we will personally respond. Follow us on social media: https://www.instagram.com/moremostforever/ https://www.viktoriyacole.com/home https://www.facebook.com/ryancoleempowerment https://www.facebook.com/coleture https://www.instagram.com/ryancoleempowerment/ https://www.instagram.com/viktoriyacole/ #NeededConversations #marriagepodcast --- Send in a voice message: https://anchor.fm/neededconversations/message

Money Circle
Steps You Can Take To Lower Your Tax Burden Every Year

Money Circle

Play Episode Listen Later Jul 4, 2022 30:38


Related Links:www.familyfinancial.bizhttps://www.linkedin.com/in/tammytrenta/https://www.facebook.com/tammytrentahttps://www.instagram.com/tammytrenta/https://www.tiktok.com/@tammytrenta--As founder and CEO of Family Financial, I empower successful families and business owners to keep more of what they earn, preserving and growing their wealth. I take a holistic, 360°approach to wealth and financial management, integrating financial, tax, and legal guidance to deliver optimal outcomes and achieve my clients' financial goals while often saving them time and money.--To learn more about Maggie and her coaching and speaking services, visit www.maggiegermano.com.The theme music is called Escaping Light by Aaron Sprinkle. The podcast artwork design is by Maggie's dear husband, Dan Rader.

The Money Fit Show
Careers, Money, Relationships, and Recessions, with Tammy Trenta

The Money Fit Show

Play Episode Listen Later Jul 4, 2022 34:03


The Money Fit Show Season 2: Episode #23 Careers, Money, Relationships, and Recessions, Tammy Trenta of Family Financial As founder and CEO of Family Financial, Tammy Trenta empowers families and business owners to keep more of what they earn, preserving and growing their wealth. Using her decades of experience, she takes a holistic approach to financial management to help her clients achieve their financial goals. In addition to relentlessly advocating for her clients, she is also a strong proponent of mandating financial literacy curriculum in high schools and colleges across America. Discovering yourself after high school Losing college funding to her parents’ divorce was a gift in hindsight Deciding between law school and business school Learning to manage her own finances while working in the finance sector The questions she thought were the right questions when you get married How marriage and divorce made her a better advisor Aligning financial goals with your partner Having a shared bills account and separate spending accounts can help a marriage or partners Going through an IRS audit post-divorce and the dangers of ignoring IRS request CPAs and Tax attorneys Emotions and finances The fear we experience with money, investing, and recessions When the stock market is down, think of stocks as being on sale Tips for preventing credit card debt Links referred to in the episode, and how to connect with the guest, Tammy Trenta: Tammy on LinkedIn Family Financial Subscribe to the Money Fit Show today wherever you get your podcasts! You can also find us at moneyfit.org/podcast We would appreciate it if you would click the star or thumbs up to give us a like for today’s episode. Connect with the Money Fit Show: Twitter: @MoneyFitbyDRS Facebook: MoneyFitbyDRS Email: Podcast@MoneyFit.org

Thought Hustle
145. How To Manage Finances - W/ Tammy Trenta

Thought Hustle

Play Episode Listen Later Jun 30, 2022 55:10 Transcription Available


How Financial Advising Expertise Can Help YouTammy Trenta is a founder and CEO of Family Financial, where she empowers families and business owners to keep more of what they earn, preserving and growing their wealth. Tammy takes a holistic, 360°approach to wealth and financial management, integrating financial, tax, and legal guidance to deliver optimal outcomes and achieve my clients' financial goals while often saving them time and money.Follow up Family FinancialBooks Mentioned in the showThe Road Less Stupid

#AskPhillip
Tax strategies: Using private foundations in your family financial plan

#AskPhillip

Play Episode Listen Later Jun 9, 2022 10:48


Podcasters: Alison Reiff-Martin, CPA and Phillip Washington, Jr.    “Life's persistent and most urgent question is “What are you doing for others?” –Martin Luther King Jr.   Powered by Reiff Martin CPA and Stone Hill Wealth Management