Podcasts about finance tips

  • 286PODCASTS
  • 534EPISODES
  • 24mAVG DURATION
  • 1WEEKLY EPISODE
  • May 20, 2025LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about finance tips

Show all podcasts related to finance tips

Latest podcast episodes about finance tips

I.E In Besties
Sacrificing Your Soul for Success + Money Saving Tips for the Ultimate Summer

I.E In Besties

Play Episode Listen Later May 20, 2025 62:09


Hello Besties! Just in time for summer, Isis and Steph are here to give you some tips on how to save your coin and have the best summer yet. They also discussed a controversial creator who's stirring up conversation about the differences between being lazy and being dirty, the tea on Tom Cruise's latest love interest, and what it would take to sacrifice your soul for success. Would you do it?

Yo Quiero Dinero: A Personal Finance Podcast For the Modern Latina
Personal Finance Tips for Gen X | Deborah Johnson Miranda | Bee Money Coaching

Yo Quiero Dinero: A Personal Finance Podcast For the Modern Latina

Play Episode Listen Later May 19, 2025 50:41


Episode 324 shares personal finance tips for Gen X,  featuring Deborah Johnson Miranda of Bee Money Coaching. Listen now!Deborah Johnson Miranda is a Latina money coach with ADHD who didn't take her finances seriously until she faced bankruptcy (twice) and the possibility of foreclosure.At her lowest point, she knew things had to change. She knows firsthand the challenges of overcoming financial trauma and the effects your physical and mental health have on your finances.Now, she guides people into believing in themselves and that no matter your age, it's never too late to start saving for the future to ensure long-term financial success.For full episode show notes, visit here.Watch the full interview on our YouTube channel! Subscribe here.My new book is officially available to buy! Order Financially Lit! Today!Want to join our signature programs? Click here to learn more!Check out this YQD™ Sponsor:BetterHelp—Professional support when you need it, at a fraction of the cost of in-person therapy. Get 10% off your first month with our sponsor: https://betterhelp.com/dinero. Become a member at https://plus.acast.com/s/YoQuieroDinero. Hosted on Acast. See acast.com/privacy for more information.

Investor Fuel Real Estate Investing Mastermind - Audio Version
5 Proven Personal Finance Tips to Boost Your Savings Strategy

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later May 19, 2025 28:33


In this conversation, John Harcar and Joshua Smith discuss the importance of financial education and strategies for taking control of one's financial future. Joshua shares his personal journey from financial illiteracy to becoming a wealth strategist, emphasizing the concept of infinite banking as a powerful savings strategy. They explore the benefits of this approach, including guaranteed lines of credit and the ability to structure policies for generational wealth. The discussion also highlights the need for financial literacy and the resources available for individuals and families to improve their financial knowledge. 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   —--------------------

Hustle in Faith
Ep. 316 Soft Life Finance Tips Every Woman Should Know w/ Tremaine Wills

Hustle in Faith

Play Episode Listen Later May 7, 2025 28:01


Send us a textEmpower your financial journey with financial tips to help you position yourself to experience the soft life! Learn how to grow your wealth and become financially literate to live a life of abundance and freedom with Tremaine Wills, MBA. Tremaine is a financial planner, speaker, and author dedicated to helping individuals, business owners, and employees take control of their finances and reduce overwhelm through her financial services and social enterprise, Mind Over Money. She offers services ranging from financial literacy and wellness solutions to taxes, accounting, and investment guidance, partnering with employers and event hosts to drive transformative financial change.  https://mindovermoney.net/HOW CAN YOU SUPPORT HUSTLE IN FAITH?If you enjoy listening to⁠⁠⁠⁠ Hustle in Faith⁠⁠⁠⁠ and would like to support the show, please consider doing one or more of the following:Leave a review about the HustleinFaith podcast:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ratethispodcast.com/hustleinfaith⁠⁠⁠⁠⁠⁠⁠⁠  ⁠Donate: https://www.buzzsprout.com/2461272/supporters/newCheck out our Shop:  ⁠https://starengucrew.com/⁠Support the showLET'S CONNECT! I'm @HustleinFaith on all social networks.

theREsource podcast
A Shifting Market Is Where Real Pros Eat

theREsource podcast

Play Episode Listen Later Apr 28, 2025 4:08


A Shifting Market Is Where Real Pros Eat - This isn't doom and gloom—it's an opportunity. The market isn't crashing—it's shifting. And if you're paying attention, this is the greatest opportunity we've seen in years. ⚡ Nearly half of all homes are closing with seller concessions. ⚡ 1 in 3 listings had a price cut in March. ⚡ Buyers and sellers need leadership—and that's where YOU come in. We break down the data, the strategy, and the messaging you need to win in today's real estate and mortgage market. This isn't the time to wait—it's the time to lead. Are you ready?

GFBS Grand Forks Best Source
Berkshire Hathaway HSFR – “Top personal finance tips”

GFBS Grand Forks Best Source

Play Episode Listen Later Apr 25, 2025 15:58


On your Berkshire Hathaway Home Services Family Realty Podcast, realty expert, Jon Broden, is in the studio talking about his top personal finance tips.   Show is recorded at Grand Forks Best Source. For studio information, visit www.gfbestsource.com Or message us at bit.ly/44meos1   #grandforksnd @grandforksnd @THECHAMBERGFEGF #realestate #market #equity #grandforksbestsource #grandcities @homesgrandforks #berkshirehathaway  

Entrepreneur Money Stories
The Finance Micro Habits Successful CEOs Use to Stay Ahead Year-Round – Ep. 219

Entrepreneur Money Stories

Play Episode Listen Later Apr 22, 2025 15:28 Transcription Available


When it comes to running a thriving business, it's not just the big moves that count—it's the small, consistent ones that truly build momentum.  In this episode, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., shares the financial micro habits that high-performing CEOs use to stay aligned with their goals, grow strategically, and stay empowered all year long without burning out or second-guessing every decision. Whether you're in a season of growth or a slower quarter, these habits can help you lead with clarity and confidence. Key Takeaways:  Automate for Success: Set up systems to automate your bookkeeping, savings, and financial analysis so you can focus on growth, not spreadsheets. Know Your Numbers Year-Round: Make tax planning a monthly habit, not a once-a-year panic. Know your estimates, and stash them away in a high-yield savings account. Pay Yourself Intentionally: Gradually increase your pay through sustainable salary and owner's draw strategies instead of inconsistent withdrawals. Consistency Over Trends: Stop pivoting your brand and offerings every quarter. Successful CEOs stay the course and master their strategy. They show up day after day, month after month, and put in the work.  Your Time Is Money: How long are you going to have to work to recoup the money spent on that new course of software? Knowing your hourly rate helps put a purchase into perspective and allows you to determine if that item is worth the price. Spend Strategically, Not for the Tax Write-Off: Only invest in tools, services, or experiences that actually move the needle for your business. If the value is not worth the price tag, then it's not worth the deduction.  Talk to Your Money Team: Your financial team is your secret weapon. Book those calls, ask questions, and use their insights to make confident decisions and future-focused strategies. Topics Discussed: The Importance of Goal-Based, Automated Savings  (00:45 – 03:51) How to Manage Monthly Tax Estimates Proactively (03:52 – 05:10) Growing How Much You Pay Yourself Over Time (05:10 - 06:03) Why Consistency Beats Trendy Business Strategies (06:03 – 08:28) The Importance of Knowing Your Hourly Rate (08:29 – 09:07) Spending Strategically, Not Only for the Tax Write-Off (09:08 – 09:53) Connecting with Your Full Money Team Regularly (09:55 – 14:23)   Resources: KSA Calculator | How Much to Pay Yourself as a Business Owner Build Your Money Team Episode | The 4 People You Want on Your Money Team All Our Episodes & Articles on Taxes | Tackle Your Taxes with Kickstart Accounting, Inc. KSA Tax Partners | https://ksataxpartners.com/    Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc  

Entrepreneur Money Stories
The Finance Micro Habits Successful CEOs Use to Stay Ahead Year-Round – Ep. 219

Entrepreneur Money Stories

Play Episode Listen Later Apr 22, 2025 15:28 Transcription Available


When it comes to running a thriving business, it's not just the big moves that count—it's the small, consistent ones that truly build momentum.  In this episode, Danielle Hayden, CEO and founder of Kickstart Accounting, Inc., shares the financial micro habits that high-performing CEOs use to stay aligned with their goals, grow strategically, and stay empowered all year long without burning out or second-guessing every decision. Whether you're in a season of growth or a slower quarter, these habits can help you lead with clarity and confidence. Key Takeaways:  Automate for Success: Set up systems to automate your bookkeeping, savings, and financial analysis so you can focus on growth, not spreadsheets. Know Your Numbers Year-Round: Make tax planning a monthly habit, not a once-a-year panic. Know your estimates, and stash them away in a high-yield savings account. Pay Yourself Intentionally: Gradually increase your pay through sustainable salary and owner's draw strategies instead of inconsistent withdrawals. Consistency Over Trends: Stop pivoting your brand and offerings every quarter. Successful CEOs stay the course and master their strategy. They show up day after day, month after month, and put in the work.  Your Time Is Money: How long are you going to have to work to recoup the money spent on that new course of software? Knowing your hourly rate helps put a purchase into perspective and allows you to determine if that item is worth the price. Spend Strategically, Not for the Tax Write-Off: Only invest in tools, services, or experiences that actually move the needle for your business. If the value is not worth the price tag, then it's not worth the deduction.  Talk to Your Money Team: Your financial team is your secret weapon. Book those calls, ask questions, and use their insights to make confident decisions and future-focused strategies. Topics Discussed: The Importance of Goal-Based, Automated Savings  (00:45 – 03:51) How to Manage Monthly Tax Estimates Proactively (03:52 – 05:10) Growing How Much You Pay Yourself Over Time (05:10 - 06:03) Why Consistency Beats Trendy Business Strategies (06:03 – 08:28) The Importance of Knowing Your Hourly Rate (08:29 – 09:07) Spending Strategically, Not Only for the Tax Write-Off (09:08 – 09:53) Connecting with Your Full Money Team Regularly (09:55 – 14:23)   Resources: KSA Calculator | How Much to Pay Yourself as a Business Owner Build Your Money Team Episode | The 4 People You Want on Your Money Team All Our Episodes & Articles on Taxes | Tackle Your Taxes with Kickstart Accounting, Inc. KSA Tax Partners | https://ksataxpartners.com/    Book a Call with Kickstart Accounting, Inc.: https://www.kickstartaccountinginc.com/book    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc  

Cortburg Speaks Retirement
Retirement Taxes Explained: How to Pay Less and Keep More of Your Savings!

Cortburg Speaks Retirement

Play Episode Listen Later Feb 26, 2025 6:28 Transcription Available


Understanding how your retirement income is taxed can help you avoid costly surprises and keep more of your hard-earned money. In this episode, Certified Retirement Counselor (CRC) Miguel Gonzalez breaks down tax strategies for 401(k)s, IRAs, Roth accounts, and Social Security.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Teach Me How To Adult
ICYMI: Set Up Your Income Funnel To Make More Money (Without Working Harder), with Nicole Victoria

Teach Me How To Adult

Play Episode Listen Later Feb 24, 2025 5:05


Welcome to this week's ICYMI, where we kick off the week with a quick game-changing tip from one of our guests that you might have missed. The economy feels more unstable than my high school experience, and we could all use some extra cash to battle inflation and prepare for the potential incoming tariffs. So we're throwing it back to the ultimate lesson in working smarter, not harder, from finance expert Nicole Victoria. Her top tip for making more money, without working harder? Negotiate your bills down and funnel the extra cash into passive income streams, so we can earn cash while we sleep. Nicole is a CEO, money coach and financial literacy advocate Nicole Victoria AKA No Budget Babe, who specializes in helping millennial and gen-z women effortlessly manage their money and build bank accounts that never stop growing.Listen to our full episode with Nicole Victoria of No Budget Babe here!Tune in every Monday for an expert dose of life advice in under 10 minutes.Follow Nicole:No Budget BabeInstagram: @NobudgetbabeTikTok: @nobudgetbabeFor advertising and sponsorship inquiries, please contact Frequency Podcast Network. Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

Cortburg Speaks Retirement
Helping Aging Parents with Finances: Smart Steps for Financial Security

Cortburg Speaks Retirement

Play Episode Listen Later Feb 19, 2025 4:56 Transcription Available


This week, Miguel Gonzalez, CRC, shares practical steps to help protect your aging relatives' finances—organizing accounts, preventing scams, and setting up a Power of Attorney. Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#RetirementPlanning #FinancialSecurity #AgingParents #ElderlyFinance #MoneyManagement #EstatePlanning #PowerOfAttorney #InvestmentTips #WealthManagement #ScamPrevention #IdentityTheft #Budgeting #FinancialFreedom #PersonalFinance #SmartInvesting #FinancialAdvisor #RetirementGoals #WealthProtection #MoneyTips #CortburgRetirementWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Cortburg Speaks Retirement
Post-Holiday Recovery: Smart Financial Tips to Rebuild Savings and Pay Off Debt

Cortburg Speaks Retirement

Play Episode Listen Later Feb 12, 2025 4:17 Transcription Available


Miguel Gonzalez, a Certified Retirement Counselor with 20+ years of experience, shares practical tips to help you get back on track after overspending during the holidays. Learn how to tackle debt, rebuild savings, and prepare for a stress-free holiday season next year.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#CortburgRetirementAdvisors #FinancialWellness #RetirementPlanning #PostHolidayRecovery #DebtManagement #SavingsChallenge #PayOffDebt #FinancialGoals #SmartSpending #SaveMoneyTips #MoneyMatters #DebtFreeJourney #PlanAhead #SmartFinance #MoneyManagement #HolidaySpending #BudgetingTips #SavingsGoals #RetirementCounselor #WealthManagement #FinancialFreedomWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

The Praiseworld Podcast
Music Ministry Drama, What It Means To Be A The Virtuous Woman, The Aso Ebi Craze - Finance Tips from Shatty Bello

The Praiseworld Podcast

Play Episode Listen Later Feb 10, 2025 55:44


Quote of The Day: "Do not worry about tomorrow, for tomorrow will have enough worries of its own" ~ Matthew 6:34 Hosts: TOLA Omoniyi, Kanyinsola Omojola

Cortburg Speaks Retirement
529 Plans Explained: Tax Benefits & Savings Strategies

Cortburg Speaks Retirement

Play Episode Listen Later Feb 5, 2025 6:53 Transcription Available


Discover everything you need to know about 529 plans—how they help fund education, provide tax benefits, and act as a wealth transfer tool. Join Miguel Gonzalez, CRC, for insights that can impact your family's future.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#529Plans #CollegeSavings #TaxFreeSavings #FinancialPlanning #RetirementPlanning #EducationSavings #WealthTransfer #TaxBenefits #ParentingFinance #GrandparentGifting #RothIRA #InvestmentPlanning #AffluentFamilies #SavingsStrategy #EducationFunding #TaxAdvantagedAccounts #FuturePlanning #MoneyManagement #FamilyWealth #CortburgAdvisorsWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Monday Money Tip
#342: Personal Finance Tips vs. Reality: What Actually Works and What Doesn't

Monday Money Tip

Play Episode Listen Later Jan 20, 2025 17:46


About the Episode:  Episode 342 of the Monday Money Tip Podcast tackles personal finance myths and truths, helping you uncover what actually works.

TODAY with Hoda & Jenna
January 2: Hoda & Jenna's Social Dilemmas | Mel Robbins Talks Her New Book | Finance Tips for 2025

TODAY with Hoda & Jenna

Play Episode Listen Later Jan 2, 2025 34:54


Hoda and Jenna share their opinions on listeners' tricky social situations. Also, Mel Robbins joins to discuss her new book, The Let Them Theory, and how it can help start the new year on the right foot. Plus, finance expert Farnoosh Torabi answers some of the biggest questions about financial goals heading into 2025.

The Dream Bigger Podcast
2025 Glow Up Series: Personal Finance Tips

The Dream Bigger Podcast

Play Episode Listen Later Dec 31, 2024 20:01


On today's solo episode, I am completing the 2025 Glow Up Series talking about all things personal finances. Whether you have goals surrounding money in the new year or looking for tips & resources, I bring everything that has helped me to this episode. I dive into books that I have read, how I budget my paychecks, mindset shift around finances, and much more. Enjoy!To connect with Siff on Instagram, click HERE.To connect with Siff on Tiktok, click HERE.To learn more about Arrae, click HERE. To check out Siff's LTK, click HERE.To check out Siff's Amazon StoreFront, click HERE. LINKS TO BOOKS MENTIONED IN EPISODEI Will Teach You To Be Rich, by Ramit Sethi, linked HEREPsychology of Money, by Morgan Howel, linked HERESecrets of the Millionaire Mind, by T. Harv Eker, linked HERERich as Fuck, by Amanda Frances, linked HEREMoney Master the Game, by Tony Robins, linked HEREThis episode may contain paid endorsements and advertisements for products and services. Individuals on the show may have a direct, or indirect financial interest in products, or services referred to in this episode.Listeners of Dream Bigger can claim an exclusive three-month free trial, with no credit card required at www.YNAB.com/dreambiggerProduced by Dear MediaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Limitless
Demetress Fairman's PROVEN Finance Tips to Become a Future Millionaire!

Limitless

Play Episode Listen Later Dec 27, 2024 76:06


Market MakeHer Podcast
67. Year-End Personal Finance Tips: Investing and Tax Deadlines, Reminders, and Planning

Market MakeHer Podcast

Play Episode Listen Later Dec 13, 2024 30:51


It's the end of the year...what are we supposed to be doing with our finances? Allow your finance-sis to tell you.

Texas Counselors Creating Badass Businesses
Navigating Taxes for a Private Practice Therapist: Year-End Finance Tips

Texas Counselors Creating Badass Businesses

Play Episode Listen Later Dec 13, 2024 26:35 Transcription Available


Ever wondered how to transform your financial chaos into order as a private practice counselor? Join me, Dr. Kate Walker, as I unravel the secrets to financial mastery, just in time for the year's end. From my own learning curves with the IRS to the surprising benefits of tax write-offs, discover how to correct financial missteps with grace and keep your business budget in check. Whether you're a newbie or a seasoned entrepreneur, I'll shed light on maintaining a dedicated business account, leveraging business credit cards wisely, and the pivotal role of tax professionals in your journey. Plus, for those navigating the complexities of LLC filings, I'll guide you through the essential BOIR report and FinCEN ID requirements.As we gear up for the fourth quarter, this episode promises actionable insights tailored for small business owners. Learn efficient strategies for setting aside funds for taxes, and explore the nuances of different business structures such as S-corporations and nonprofits. I'll also share why choosing the standard deduction might sometimes be the smartest move. Stay ahead with practical advice on organizing your IRS filings, and don't miss out on valuable resources like past webinars from experts like Dr. Olivia Waddell. Tune in next week as we shift focus to organizing Continuing Education credits, ensuring you remain compliant and on top of your practice game.Get your step by step guide to private practice. Because you are too important to lose to not knowing the rules, going broke, burning out, and giving up. #counselorsdontquit.

Heavy Metal Money: The Podcast
EPFS 033 - Finance Tips To Start Next Year Strong!

Heavy Metal Money: The Podcast

Play Episode Listen Later Dec 6, 2024 28:38


At the year's end it can be a good time to review our finances and see how things have been going with your money. It's also a wonderful time get ready for a strong start to the coming new year. In this episode Dan and Chris discuss how personal finance isn't just about saving money. It's also about planning, setting goals, and making smart decisions that will help you in the long run. Whether we want to save more, pay off debt, or invest in the future, here are some top financial moves to make as the year ends—and how to help set us up for success in the new year. Contact Chris: https://heavymetal.money ⁠https://www.facebook.com/MoneyHeavyMetal⁠ https://x.com/MoneyHeavyMetal ⁠https://www.instagram.com/chrisluger⁠ ⁠https://www.tiktok.com/@heavymetalmoney⁠ email: chris at heavymetal.money Contact Dan: email: dan at corepln.com https://www.corepln.com/dan-hine https://heavymetal.money/yearend/ Please Like, subscribe and share wherever you get your podcasts and on YouTube!  --- Support this podcast: https://podcasters.spotify.com/pod/show/heavymetalmoney/support

Boosting Your Financial IQ
142: Want to Learn Finance? Here's How to Get Started

Boosting Your Financial IQ

Play Episode Listen Later Dec 2, 2024 15:39 Transcription Available


Send us a textDiscover how Steve turned early struggles into a roadmap for financial mastery. From building multimillion-dollar businesses to creating over $1 billion in value, Steve shares the seven steps that transformed his financial IQ.Packed with personal stories, surprising lessons (including a hilarious twist involving a Spanish class), and practical insights, this episode will inspire you to take charge of your financial future.Your financial journey starts here—listen now and take the leap today!Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Register for the free Measure What Matters Webinar here: https://www.coltivar.com/measure-what-matters-webinar Support the show

Boosting Your Financial IQ
140: Finance, Business, and Life: Q&A with Steve

Boosting Your Financial IQ

Play Episode Listen Later Nov 18, 2024 32:24 Transcription Available


Send us a textIn this episode of Boosting Your Financial IQ, Steve dives into an engaging Q&A session fueled by real questions from listeners who took the Financial IQ Assessment at BYFIQ.com.From bootstrapping your business and mastering financial strategies to overcoming setbacks and seizing opportunities, Steve shares his personal journey, practical tips, and inspiring insights to help you level up your financial acumen, business savvy, and life strategies.Tune in to learn how to make smarter decisions and unlock your full potential in business and life.Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information.Register for the free Measure What Matters Webinar here: https://www.coltivar.com/measure-what-matters-webinar Support the show

Catching Up To FI
Space Telescopes, Sunflowers, and Financial Gardening | Jesse Cramer | 105

Catching Up To FI

Play Episode Listen Later Nov 10, 2024 60:42 Transcription Available


In this episode, Jesse Cramer discusses the essential considerations for pre and post-retirement planning and the major factors late starters should consider. Jesse is founder of the award winning 'The Best Interest' blog and podcast. He left a career as a mechanical and aerospace engineer to work with clients at a fiduciary, fee-only financial planning firm. Now, he uses those valuable engineering skills to simplify the most complex financial topics into fun explanations for his clients and his audience.   

The Invested Dads Podcast
The Ultimate Year-End Financial Planning Checklist + Big Announcement!

The Invested Dads Podcast

Play Episode Listen Later Nov 7, 2024 25:31 Transcription Available


Discover 10 year-end financial planning tips that can help you maximize savings, minimize taxes, and set yourself up for a successful new year! In this episode, the guys are back with an end-of-year financial planning checklist to make sure you're set for a strong financial start to the new year! They'll walk through ten key actions, like reviewing your budget, checking up on healthcare benefits, and maximizing your contributions to keep your finances on track. From tax-loss harvesting to charitable giving and making adjustments for the year ahead, Josh and Austin cover each step to help listeners optimize their financial wellness. And stay tuned—there's a special announcement about the podcast that you won't want to miss!For the show notes, transcript, and resources, visit theinvesteddads.com/225Have episode ideas? Have a question? Send us a text!Sign up for our exclusive newsletter here!The Invested Dads: Website | Instagram | Facebook | Spotify | Apple Podcasts

Morning Microdose
558. Finance Tips For Women

Morning Microdose

Play Episode Listen Later Oct 14, 2024 10:02


Are we all feeling good about our finances in here? Because listen: Money is not a man's game. It can be so empowering to take control of your finances – and while it may not be sexy, it doesn't have to be difficult either.You deserve the life you want, but for most of us, that means boosting our net worth a bit first. That's where Miss Independent herself comes in. Nicole Lapin, our favorite rich bitch, is back on the pod to enlighten and educate us all on the path to financial independence.We get into some of the nitty-gritty details like, hello, what is a brokerage? And why it's okay to play with NFTs – as long as it's with money you're prepared to lose.Morning Microdose is a podcast curated by Krista Williams and Lindsey Simcik, the hosts and founders of Almost 30, a global community, brand, and top rated podcast.With curated clips from the Almost 30 podcast, Morning Mircodose will set the tone for your day, so you can feel inspired through thought provoking conversations…all in digestible episodes that are less than 10 minutes.Wake up with Krista and Lindsey, both literally and spiritually, Monday-Friday.If you enjoyed this conversation, listen to the full episode on Spotify here and on Apple here.

Guts, Grit & Great Business
Capitalizing on Life

Guts, Grit & Great Business

Play Episode Listen Later Oct 1, 2024 61:28


With Christopher Panagiotu, a father, husband, author, podcast host, business owner, and CERTIFIED FINANCIAL PLANNER™ Professional, he discovered his love for guiding others to true financial success early on. Introduced to investing at the age of 10, Chris took his passion further by interning at UBS at 18 and later joining Morgan Stanley, only to realize his true calling was beyond the corporate world. In 2015, he started his journey to build CAPitalize Your Finances, LLC, focusing on providing clients with personalized, growth-driven financial planning services.Today, Chris runs his firm in Fircrest, WA, just minutes away from where his story began. Over nearly a decade, he has built CAPitalize Your Finances into a thriving business, known for its commitment to client success and community engagement. Chris is not only a CERTIFIED FINANCIAL PLANNER™ Professional but also a Chartered Retirement Plans Specialist℠ (CRPS®) and the proud host of the “CAPitalize Your Finances” podcast, where he shares his insights on financial well-being, life coaching, and more. As a keynote speaker, Chris inspires audiences on topics ranging from finance to health, offering down-to-earth, jargon-free guidance aimed at helping others CAPitalize on their potential.Join our conversation with Christopher as he emphasizes the power of investing in oneself and the importance of keeping financial planning simple. Chris reveals his unique approach to understanding client needs without resorting to overly complex strategies. He also reflects on his experience at Lucia Capital Group, where he built his practice from scratch to nearly $100 million, highlighting the role of financial literacy and efficient wealth management in achieving long-term stability and freedom. Tune in to this episode to gain valuable insights into creating a personalized, growth-driven financial path that leads to true financial success.To listen to the podcast and access the show notes and any other resources mentioned in this episode, visit us at www.legalwebsitewarrior.com/podcast.

Cortburg Speaks Retirement
Choosing the Right Retirement Contributions

Cortburg Speaks Retirement

Play Episode Listen Later Sep 25, 2024 9:22 Transcription Available


Miguel Gonzalez, CRC breaks down the differences between pre-tax, Roth, and non-Roth after-tax contributions for employer-sponsored retirement plans. Learn how to choose the best option based on your financial goals and tax situation.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.#cortburgspeaksretirement  #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #retirementmyths, #retirementplanning, #financialtips, #MiguelGonzalez, #CortburgRetirementAdvisors, #retirementadvice, #retirementsuccess, #retirementreality, #financialwellness, #retirementsavings, #retirementhealth, #postretirementplanning, #retirementsimplifiedWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Cortburg Speaks Retirement
Your 6-Step Retirement Check-up!

Cortburg Speaks Retirement

Play Episode Listen Later Sep 18, 2024 5:31 Transcription Available


Join Miguel Gonzalez, CRC, this week as he guides you through an easy annual checkup for your retirement plan. From optimizing contributions to reviewing investments, learn practical steps to keep your retirement strategy on track.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.#cortburgspeaksretirement  #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #retirementmyths, #retirementplanning, #financialtips, #MiguelGonzalez, #CortburgRetirementAdvisors, #retirementadvice, #retirementsuccess, #retirementreality, #financialwellness, #retirementsavings, #retirementhealth, #postretirementplanning, #retirementsimplifiedWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Work, Wealth & Travel - A Digital Nomad Podcast
248. Top Nomadic Finance Tips + Why Becoming Nomadic Was The Best Decision For His Health | Michael Kim

Work, Wealth & Travel - A Digital Nomad Podcast

Play Episode Listen Later Sep 12, 2024 39:10


Cortburg Speaks Retirement
Are You a Retirement Expert?

Cortburg Speaks Retirement

Play Episode Listen Later Sep 11, 2024 9:34 Transcription Available


In this week's podcast, Certified Retirement Counselor Miguel Gonzalez challenges your retirement savings knowledge with a True or False test. Tune in to see how much you know!Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Atomic Anesthesia
Hot finance tips with CRNA Jake Bevilacqua

Atomic Anesthesia

Play Episode Listen Later Sep 9, 2024 63:45


In this episode, Jake Bevilacqua, President of The Incomologists, a group of healthcare insurance providers, breaks down some excellent financial tips for those embarking on the journey of CRNA school. Whether you're applying and wondering how to prepare and save, or are in school trying to manage a budge, this episode is for you! The Incomologist Website Here CHECK OUT OUR PHARM COURSE HERE[FREE DOWNLOAD] FOR THE SRNA: GRAB YOUR FREE SEE/NCE STUDY PLAN HERE [FREE DOWNLOAD] FOR THE RN: GRAB YOUR FREE ICU DRUG CHART HEREFollow us on Instagram at: @Atomic_AnesthesiaCheck out our other free resources at AtomicAnesthesia.com

Cortburg Speaks Retirement
Don't Stress Over Your Retirement Goal!

Cortburg Speaks Retirement

Play Episode Listen Later Sep 4, 2024 9:48 Transcription Available


This episode with Miguel Gonzalez, Certified Retirement Counselor, dives into setting achievable retirement savings goals. Learn how to break down daunting numbers, navigate changing assumptions, and make your future self a priority to stay on track for a secure retirement.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.#cortburgspeaksretirement  #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #retirementmyths, #retirementplanning, #financialtips, #MiguelGonzalez, #CortburgRetirementAdvisors, #retirementadvice, #retirementsuccess, #retirementreality, #financialwellness, #retirementsavings, #retirementhealth, #postretirementplanning, #retirementsimplifiedWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Cortburg Speaks Retirement
Paving Your Road to Retirement

Cortburg Speaks Retirement

Play Episode Listen Later Aug 21, 2024 5:38 Transcription Available


Join Miguel Gonzalez, a Certified Retirement Counselor with over 20 years of experience, as he guides you through essential strategies to ensure a smooth and confident transition into retirement.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.#cortburgspeaksretirement  #retirement #retirementplanning #retirementtips #retirementincome #retirementincomeplanning #retirementgoals #retirementinvesting #retirementadvice #retirementgoals #stockmarket #moneymanagement #wealthmanagement #financetips #financialadvice #financialfreedom #financialeducation #insurance #CortburgSpeaksRetirement #MiguelXGonzalez #retirementmyths, #retirementplanning, #financialtips, #MiguelGonzalez, #CortburgRetirementAdvisors, #retirementadvice, #retirementsuccess, #retirementreality, #financialwellness, #retirementsavings, #retirementhealth, #postretirementplanning, #retirementsimplifiedWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Cortburg Speaks Retirement
10 Years and Counting....6 Tips for those Approaching Retirement!

Cortburg Speaks Retirement

Play Episode Listen Later Aug 21, 2024 11:15 Transcription Available


This week Miguel Gonzalez, CRC, shares practical tips for those 10 years away from retirement to help plan for a smooth and stress-free transition.About Cortburg Retirement Advisors, Inc. Join Miguel Gonzalez, CRC, this week as he tackles the crucial question of when to start receiving Social Security benefits. Tune in to learn how your decision impacts your financial future and get expert insights to help you make the best choice for your unique situation.About Cortburg Retirement Advisors, Inc.Cortburg Retirement Advisors is a full-service, boutique financial planning firm dedicated to guiding clients through both turbulent and calm economies. Our mission is to help you grow, protect, and preserve your assets from your first job through retirement. With comprehensive in-house capabilities, our experienced team assists with all financial needs, including wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.About Miguel Gonzalez, MBA, AIF®, CPFA®, PPC®, CRC®Miguel Gonzalez is a Retirement Specialist with over 20 years of experience in retirement income planning, investment management, and retirement plan design.Former Financial Advisor at JP Morgan Chase Bank, Merrill Lynch, and ING Financial Advisors.Consultant for Barbara Corcoran Inc. and the World Bank.MBA from Columbia Business School.Life and Health insurance licenses, Series 7 and 66 registrations held through LPL Financial.Fluent in English, Spanish, and Russian.Certifications: Certified Retirement Counselor®, Certified Plan Fiduciary Advisor®, Accredited Investment Fiduciary®, Professional Plan Consultant®.Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

Cortburg Speaks Retirement
Maximizing Your Retirement Income

Cortburg Speaks Retirement

Play Episode Listen Later Aug 14, 2024 5:29 Transcription Available


In this week's podcast with Miguel Gonzalez, CRC, learn how to maximize your retirement income through smart tax strategies and effective account management.Cortburg Speaks Retirement - episode #201Landing page:  https://www.cortburgretirement.com/audio-podcast About Cortburg Retirement Advisors, Inc. Cortburg Retirement Advisors is a full-service, boutique financial planning firm - helping guide clients through turbulent and calm economies. Their goal is to help grow, protect, and preserve their assets from their first job through retirement. Cortburg's “all in one house” capabilities mean that their experienced team can help with all financial needs - wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning.    Cortburg, retirement, retirement planning, retirement tips, retirement income, retirement income planning, retirement goals, retirement investing, retirement advice, retirement goals, stock market, money management, wealth management, finance tips, financial advice, financial freedom, financial education, insurance, Cortburg Speaks Retirement, MiguelXGonzalez Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

AFO|Wealth Management Forward
Global Market Sell-Off: Behavioral Finance Tips

AFO|Wealth Management Forward

Play Episode Listen Later Aug 8, 2024 23:49


In this episode, Rory discusses the Global Market sell off that occurred on Monday, August 5th, and essential strategies for navigating market fluctuations using behavioral finance insights. Listen as he covers some of the recent alarming headlines that can trigger impulsive decisions among investors. Rory introduces the 4 R's framework by Doug Lennick—Recognize, Reflect, Reframe, and Respond—which helps shift decision-making from emotional to rational responses. Additionally, he highlights Samantha Lamas' Morningstar article, emphasizing the importance of focusing on long-term goals and making thoughtful decisions during market volatility. Rory also explores Vanguard's Advisor Alpha decades-long study and their philosophy of the 3 P's—Planning, Proactivity, and Positivity—for managing your mindset during market fluctuations. How can you maintain a rational mindset during periods of market volatility? What role do financial advisors play in helping investors avoid impulsive decisions? Find out the answers to these questions and more in this Global Market episode. Vanguard Market Hindsight Tool: https://advisors.vanguard.com/financial-planning/market-hindsight/ Samantha Lamas Morningstar Article: https://www.morningstar.com/personal-finance/key-surviving-global-market-selloff-be-lazy This material contains opinions of the participants but not necessarily those of Arrowroot Family Office, its affiliated companies, directors, and employees. The opinions contained herein are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable but are not assured as to accuracy. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is not indicative of future results. Content should not be construed as investment, legal or tax advice. The information in this communication is for informational purposes only and is neither an offer to purchase, nor a solicitation of an offer to sell, subscribe for or buy any securities or the solicitation of any vote in any jurisdiction pursuant to the proposed transactions or otherwise, nor shall there be any sale, issuance, or transfer of securities in any jurisdiction in contravention of applicable law. No offer of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended.

theREsource podcast
The Moment We've All Been Waiting For: Huge Market Shift!

theREsource podcast

Play Episode Listen Later Aug 5, 2024 3:39 Transcription Available


Sons of CPAs
216 Market, Grow, Teach, and Lead with a $10M Mindset (feat. Alyssa J. Dillon)

Sons of CPAs

Play Episode Listen Later Jul 14, 2024 44:32


Episode 216 FACULTY: Alyssa J. Dillon CLASS: #SocialStudies In this episode, we explore the inspiring journey of Alyssa J. Dillon from an unwilling accounting student to a successful entrepreneur and profit strategist. Learn how Alyssa built her brand, established herself as a marketing expert, and how she now mentors accountants on leveraging social media and marketing strategies to grow their firms. This episode is packed with insights on overcoming imposter syndrome, harnessing the power of social media, scaling businesses, and much more. Tune in to discover the keys to taking your accounting practice to the next level!

Dreams In Drive
390: How To Build Wealth By Choice, Personal Finance Tips w/ Jason Blumstein

Dreams In Drive

Play Episode Listen Later Jun 10, 2024 66:10


Let's talk about money! CFA Jason Blumstein helps us debunk some finance myths and provides practicable, actionable advice that we can start implementing to start building wealth today. Hey Dream Drivers -  Today on the podcast we have Jason Blumstein, CFA®, CEO and Founder of Julius Wealth Advisors, LLC, a boutique wealth advisory providing concierge advantages. We are going to be talking about how you can BUILD WEALTH BY CHOICE. I know money, funding, financial independence, and wealth building are all topics that you all are dealing with on the daily - so I've brought in an expert to help us debunk some finance myths and provide practicable, actionable advice that we can start implementing ASAP. Jason is the Host of the podcast, "The Big Bo $how." He's knowledgeable and an engaging speaker and you all are going to enjoy not only his practical tips on building personal wealth but also his story. Growing up familiar with financial struggles and frustration, he's walked the walk that's been the journey of most of us Dream Drivers. I'm happy to have Jason share his teachings on financial literacy with us. His expertise snowballed at branded institutions like PricewaterhouseCoopers, Morgan Stanley, and J.P. Morgan.  If you enjoy this episode - the BEST thing you can do is share with a friend or your community!! SIGN UP FOR OUR WEEKLY NEWSLETTER – THE KEYS: https://www.dreamsindrive.com/join CONNECT WITH JASON:Email: jason@juliuswealth.com FIND RANA ON SOCIAL: Instagram: http://instagram.com/rainshineluv Twitter: http://twitter.com/rainshineluv FIND DREAMS IN DRIVE ON:Instagram: http://www.instagram.com/dreamsindrive Twitter: http://twitter.com/dreamsindrive Web: https://www.dreamsindrive.com

Market Mondays
MM #201: USA Sues Apple, Finance Tips, NVIDIA Healthcare Takeover, & Wyclef Jean on the Crisis in Haiti

Market Mondays

Play Episode Listen Later Mar 26, 2024 119:17


In this episode of Market Mondays, we explore the Department of Justice's lawsuit against Apple, pondering the strength of the case and questioning if Apple has seen its peak. We move on to equip you with five essential personal finance tips for 2024, ensuring your financial growth and stability.We then shift gears to recommend three compelling books to kickstart your new quarter with insightful reading. Our special guest, Wyclef Jean, discusses the complexities of Haiti's socio-economic challenges, its historical backdrop, and the influence of tech, music, and the African diaspora on the nation.Lastly, we dive into the healthcare sector's competitive landscape, assessing who might emerge victorious among giants like Amazon, Apple, and Nvidia. We also scrutinize Chipotle's 50-1 stock split decision, deliberating if it's the opportune moment to invest. Our "Date it or Dump it" segment offers a quick take on whether to hold or fold on stocks like AZO, LULU, SMCI, PEP, and ENB. Join us for an engaging and informative discussion on these topics!#MarketMondays #PersonalFinance #BookRecommendations #WyclefJean #Haiti #Tech #Music #AfricanDiaspora #Apple #Amazon #Nvidia #Chipotle #StockMarket #InvestingOur Sponsors:* Check out undefined and use my code MONDAYS for a great deal: undefinedSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy