Podcasts about financial

Certified financial planners Michael Lynch and Alisa Olsen discuss their article "Create your own financial vision for independence," an excerpt from their book Taking Care of Your Future: Your Simple System for a Big Retirement. Michael and Alisa explain why your financial plan must be driven by your personal vision, not someone else's. They share a critical concept for planning: your income drives your working life, but your expenses drive your retired life. This single shift in perspective determines how much you need to save and what your financial independence will look like. This episode explores how to set a clear vision (like the nurse who just wanted to avoid nor'easters), how financial goals for housing and education are interrelated, and why the two most important elements in any plan are time and money. Learn how to define your own vision and make the decisions that will turn it into your reality. Our presenting sponsor is Microsoft Dragon Copilot. Want to streamline your clinical documentation and take advantage of customizations that put you in control? What about the ability to surface information right at the point of care or automate tasks with just a click? Now, you can. Microsoft Dragon Copilot, your AI assistant for clinical workflow, is transforming how clinicians work. Offering an extensible AI workspace and a single, integrated platform, Dragon Copilot can help you unlock new levels of efficiency. Plus, it's backed by a proven track record and decades of clinical expertise, and it's part of Microsoft Cloud for Healthcare, built on a foundation of trust. Ease your administrative burdens and stay focused on what matters most with Dragon Copilot, your AI assistant for clinical workflow. VISIT SPONSOR → https://aka.ms/kevinmd SUBSCRIBE TO THE PODCAST → https://www.kevinmd.com/podcast RECOMMENDED BY KEVINMD → https://www.kevinmd.com/recommended

Nov 14, 2025 – Chris Hennessey shares tips on maximizing deductions, managing SALT limits, and estate planning essentials before 2026 tax law changes. Don't miss his expert advice for investors and high earners...

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Sharise Nance. Purpose of the Interview To showcase Sharise Nance’s mission in mental health advocacy, entrepreneurship, and workplace wellness. To discuss her companies: Hand in Hand Counseling Services – addressing mental health disparities in Black communities. Vitamin C Healing – building trauma-sensitive, wellness-centered workplace cultures. To educate on stress, burnout, compassion fatigue, and financial equity in the mental health field. Key Takeaways Hand in Hand Counseling Services Founded with college roommate Tess Kenny in Pittsburgh. Created a safe space for mental health support in underserved communities. Celebrating 12 years in operation. Breaking Mental Health Stigma Built trust through community presence and transparency. Advocated therapy as normal: “I’m a therapist who has a therapist.” Education on what therapy is and isn’t. Understanding Stress Eustress (positive stress) vs. Distress (overwhelming stress). Physical signs: sweating, rapid heartbeat, tense shoulders, jaw clenching. Stress can lead to depression and anxiety—seek professional help. Impact of COVID-19 Isolation amplified mental health issues. Introduced concept of co-regulation—healing through community and connection. Vitamin C Healing Originated from her book Vitamin C Healing for the Mind, Body. Evolved into a brand offering workshops, consultations, and burnout assessments. Focused on helping professionals and leaders prevent compassion fatigue. Financial Equity in Mental Health Advocates for fair pay: “We can care deeply and earn abundantly.” Challenges the mindset that passion work means low income. Encourages professionals to set boundaries and value their expertise. Burnout & Organizational Cost Unaddressed burnout costs companies millions annually. Leads to quiet quitting, low productivity, and high turnover. Investing in wellness saves money and improves culture. Personal Journey Biggest bet: leaving full-time job in 2017 to pursue entrepreneurship. Therapy helped her navigate fear and grief (especially after losing her father). Quote: “Feel the fear and do it anyway.” Notable Quotes “We can care deeply and earn abundantly.” “I’m a therapist who has a therapist.” “Feel the fear and do it anyway.” “We heal when we are in community—it’s hard to heal in isolation.” “Compassion fatigue isn’t just a feel-good topic; it costs companies millions.” “Betting on myself was the best investment I ever made.” #SHMS #STRAW #BESTSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Pattie Ehsaei's life may look picture-perfect now—she's a financial exec, lawyer, and author—but it's been shaped by unimaginable tragedy. Pattie grew up watching her mom depend entirely on her dad financially, a dynamic that turned toxic and ended in unimaginable tragedy. Later, Pattie found herself in a financially abusive relationship of her own, repeating painful patterns until she broke the cycle.  Today, she shares the lessons she's learned about love, money, and power—wisdom she's also laid out in her book, Never Date a Broke Dude. Nicole and Pattie talk about why who you choose as a partner is the biggest financial decision you'll ever make, how stay-at-home parents can protect their financial autonomy, and how to spot the money red flags that don't always look like red flags. And yes—they also get into why Pattie says you should never date a broke dude. Today's episode contains descriptions of intimate partner violence and suicide. Please take care while listening. If you or someone you know is in an abusive relationship, or is struggling with their mental health, here are some resources: Relationship Abuse Hotline: 800.799.SAFE National Suicide Prevention Hotline: 800-273-TALK (8255)

Discover what extreme fear is and why it is important. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)

If you want us to build a MOONSHOT Summit, email my team: moonshots@diamandis.com  Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends   Dave Blundin is the founder & GP of Link Ventures Salim Ismail is the founder of OpenExO Dr. Alexander Wissner-Gross is a computer scientist and founder of Reified – My companies: Apply to Dave's and my new fund: https://qr.diamandis.com/linkventureslanding      Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy   _ Grab dinner with MOONSHOT listeners: ⁠https://moonshots.dnnr.io/⁠ Connect with Peter: X Instagram Connect with Dave: X LinkedIn Connect with Salim: X Join Salim's Workshop to build your ExO  Connect with Alex Website LinkedIn X Email Listen to MOONSHOTS: Apple YouTube This week's outro song: https://suno.com/song/c9e369d0-b182-4114-9dae-9b8861164c52  – *Recorded on November 15th, 2025 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's episode is one for the books. Jannese sits down with The legendary María Elena Salinas — award-winning journalist, storyteller, trailblazer, and one of the most influential voices in Latino media. For over four decades, María Elena has informed, empowered, and represented nuestra comunidad on the world stage. And now, she's keeping it real about career, identity, retirement, money, motherhood, and the power of telling our own stories. If you've ever questioned your path, your voice, or the value of your cultura in your career… this conversation is going to recharge your spirit.TakeawaysTu cultura is your power — not something to tone down.Financial preparation gives you freedom.Never be the first person to say no to your dreams.Representation isn't enough — our stories need to be told by US.

WAIT WAIT WAIT- after the application to be on the show (the documents we used) now *SHE HAS BUILT UP SEPARATE DEBT* This is insane, I need to punch something: Watch here: ➡️ https://bit.ly/chpostshow

The Energy Of Money: Unlocking The Spiritual Science Of Success with Dr. Maria Nemeth.What if money isn't just a resource to manage, but a mirror for your consciousness, and a vehicle for awakening to your life's true purpose?In this deeply moving and practical episode of the Sacred Changemakers Podcast, I'm joined by Dr. Maria Nemeth, a renowned psychologist, master certified coach, and author whose groundbreaking work bridges the worlds of spirituality, psychology, and financial empowerment.Maria is the Founder and Director of the Academy for Coaching Excellence, an internationally accredited training program that has transformed the lives of thousands worldwide. Featured on The Oprah Winfrey Show and in Inc. Magazine, she's best known for her seminal book The Energy of Money: A Spiritual Guide to Financial and Personal Fulfillment, a timeless guide that continues to help purpose-driven people live and lead with clarity, focus, ease, and grace.Together, we explore Maria's personal journey from a painful financial loss to a life of profound purpose and service. She shares how a devastating experience in a Ponzi scheme became the catalyst for her mission to help others transform their relationship with money, from fear and scarcity to empowerment and meaning.Throughout our conversation, Maria reveals that money acts as a form of energy, reflecting our beliefs, values, and level of consciousness. We talk about the difference between honesty and truth, how our relationship with money evolves through life's stages, and the powerful concept of generativity: using our energy, time, and resources to give life to what truly matters. This isn't a conversation about financial tactics, it's about sacred exchange: the flow of energy that allows us to create, serve, and live without regret.Maria's humility, humor, and deep wisdom remind us that success isn't measured by accumulation, but by our ability to channel energy toward what gives our life meaning. Whether you're navigating financial uncertainty, seeking alignment between purpose and prosperity, or curious about how consciousness shapes your experience of abundance, this episode will invite you to rethink your relationship with money, and rediscover what it means to live a life fully energized by purpose.Key TakeawaysHow money mirrors our consciousness and reveals our deepest beliefs.The profound difference between honesty and truth in creating authentic success.Why financial challenges often hold the key to our spiritual growth.How to move from scarcity and fear into clarity, focus, ease, and grace.The role of generativity in creating a meaningful, regret-free life.Practical ways to transform your relationship with money into a force for good.Guest BioDr. Maria Nemeth, PhD, MCC, is a leading expert in leadership excellence, personal and professional development, and financial empowerment. She is the Founder and Director of the Academy for Coaching Excellence, an internationally accredited training organization serving thousands worldwide across the nonprofit, for-profit, and governmental sectors.A Master Certified Coach, Ph.D. in Psychology, and lifelong advocate for social change, Maria's work has been featured on The Oprah Winfrey Show and in Inc. Magazine. She is the author of two acclaimed books, The Energy of Money and Mastering Life's Energies, both of which have inspired generations to bring timeless wisdom into daily life and work with grace and integrity.Listen NowThis conversation invites you to see money, and yourself, in a completely new light.Tune in wherever you listen to podcasts and discover The Energy...

When life feels unpredictable and money worries weigh on your mind, this short guided meditation helps you pause, breathe, and find calm within the uncertainty. Through gentle mindfulness and awareness, release what's beyond your control and focus on what's steady: your breath, your presence, and your ability to respond with clarity and peace.

Everyone needs an exit strategy — and today we're breaking down what it actually takes to retire well at any age.Financial adviser Dylan Pargiter-Green returns with three case studies:the FIRE retiree aiming to quit at 40the “early mark” retiree planning to stop work in their 50sand the classic retiree looking to finish in their 60sWe unpack the numbers, the lifestyle trade-offs, how much you really need, and how super vs outside-super assets should work together. We also dig into housing decisions, longevity risk, and the small tweaks that make a massive difference in your final decade before retirement.If you want to go deeper or speak with Dylan or another adviser from our network, head to equitymates.com/advice or complete this form for Dylan's retirement case studies.Timestamps 5.30 - Fire Retirers (40s)15.00 Early Mark (50s)25.30 Standard (60s)31.00 Closing Question's———Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis Points· Listen to the podcast (Apple | Spotify)· Watch on YouTube· Read the monthly email———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ———Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697 Hosted on Acast. See acast.com/privacy for more information.

Bankrate data analyst Alex Gailey joins Megan Lynch, answering whether it is better to rent or buy in the current real estate market.

Hey friends, welcome to I'll Have Another with Lindsey Hein. If you ran the Indianapolis Monumental Marathon, Half Marathon, or 5K this past weekend, congratulations. It was incredible to see so many familiar faces out there, and it was an honor to be the race emcee again this year. Between the energy at the start ... more »

In this episode of 5 Fresh Tips, financial divorce advocate and certified divorce financial analyst Rhonda Noordyk shares her expert guidance on preparing for divorce with clarity and confidence. With years of experience helping women navigate financial overwhelm, Rhonda breaks down the essential steps required to build a strong foundation during the early stages of separation. Listeners will learn key divorce recovery tips, including how to select the right professional team, reduce stress around financial paperwork, and begin the process of organizing critical documents.Rhonda provides actionable, step-by-step strategies for reviewing financials, identifying missing information, and understanding where gaps in transparency, income, or documentation may create challenges later. Her method empowers women to protect themselves through informed decision-making, setting the stage for stronger negotiations and more accurate support calculations. Whether you're managing emotional resilience, co-parenting concerns, or the logistics of starting over after divorce, Rhonda's insights help clarify what truly matters.By the end of the episode, listeners will understand how to dial in their data, prepare for negotiations, and finish the divorce process strong—with fewer surprises and more control. Rhonda emphasizes the importance of building confidence, advocating for your needs, and creating systems that support both your immediate decisions and your long-term financial well-being. These expert-backed tools offer a practical roadmap for anyone seeking stability, organization, and emotional resilience during divorce.Learn more about Rhonda Noordyk: https://www.freshstartsregistry.com/resourceguide/financial-divorce-advocate

Financial planning can feel stressful for any parent. When it comes to saving for your child's future, knowing your options helps make informed decisions. And teaching your kid healthy money habits can be part of the process. - 子どもの将来のためにお金の計画を立てるのは、親にとってプレッシャーになることもあります。しかし利用できる選択肢を知っておくことで、より安心して判断することができます。子どもに健全なお金の使い方を教えることも、大切なステップのひとつです。

Financial planning can feel stressful for any parent. When it comes to saving for your child's future, knowing your options helps make informed decisions. And teaching your kid healthy money habits can be part of the process. - Qorshe-samaynta maaliyadeed waxay waalidka ugu muuqan kartaa mid adag. Marka aad ilmahaaga u samaynayso dhigaal dhaqaale, waxaad u baahan tahay inaad ogaato fursadaha kala duwan ee kuu furan si aad u qaadato go'aanka kuugu habboon.

Most Australians are now sitting on a GOLD MINE. They have huge EQUITY reserves lying dormant in their home.

Nov 14, 2025 – Are the days of tech dominance numbered? In this wide-ranging discussion, Jim Puplava and Greg Weldon warn that the so-called Mag 7 tech stocks are faltering, jeopardizing narrow market leadership and exposing investors to...

Before anyone hires you, partners with you, or invests in you, they look you up. That search either builds trust or kills it. Your personal brand is no longer optional. It is your digital resume, your virtual business card, and your competitive edge. In a world where attention is currency, how you show up online determines the opportunities that show up in your life. In this episode, we break down how sharing your story can open doors you do not even see yet. One post can reach the right person at the right moment. Credibility online leads to real conversations, real partnerships, and real wealth. We also walk you through the exact tools and workflows we use to create and distribute content consistently while running multiple businesses. From recording and editing, to organizing your content pipeline, to converting followers into community and clients, we show you how to build a system that works even when you are offline. This is not about going viral. It is about becoming impossible to ignore to the right people. If you know you are doing meaningful work and want more people to feel it, see it, and believe in it, this conversation gives you the blueprint. Book your mentorship discovery call with Cory RESOURCES

How to Prepare Your Home Services Business for a Successful Sale: Expert Insights from Joe Bergin of Commonwealth M&AIn this episode, host Josh Elledge interviews Joe Bergin, Co-founder of Commonwealth M&A, about how home services business owners—such as those in HVAC, plumbing, electrical, roofing, or landscaping—can prepare their companies for a successful sale. With his blend of blue-collar roots and M&A expertise, Joe shares how to transform years of hard work into a legacy-defining exit. He provides straightforward, actionable advice to help business owners position their companies for maximum value and long-term success.Preparing for the “Deal of a Lifetime”Joe explains that selling a home services business isn't something to rush—it's a process that ideally begins three to five years before you plan to exit. Investors are drawn to these companies for their recurring revenue, resilience, and workforce stability, but only if the business can operate independently of its owner. To increase your company's value, Joe recommends shifting from an owner-operator mindset to that of an asset manager—documenting systems, empowering leaders, and ensuring your business thrives without daily oversight.Financial clarity is equally vital. Moving from cash-based to accrual accounting and cleaning up your financial records gives buyers confidence and accurately reflects your company's true performance. Joe emphasizes the power of predictable, recurring revenue through maintenance contracts and service plans, which not only stabilize cash flow but also make your business more attractive to investors seeking long-term value.Ultimately, Joe's message is about intentional preparation. By treating your company as a scalable asset, investing in your people, and planning early, you'll attract premium buyers and secure better terms. With experienced advisors like Commonwealth M&A guiding the process, home services business owners can navigate the complexities of selling while protecting the legacy they've built.About Joe BerginJoe Bergin is the Co-founder of Commonwealth M&A, a boutique mergers and acquisitions firm that helps home services business owners plan and execute profitable exits. Combining blue-collar experience with corporate M&A strategy, Joe specializes in helping entrepreneurs turn their businesses into sellable assets that deliver maximum value and freedom.About Commonwealth M&ACommonwealth M&A is a boutique advisory firm serving small to mid-sized home services companies. By limiting the number of clients each year, they provide high-touch, customized support through every stage of the M&A process—from readiness assessment and valuation to negotiation, due diligence, and closing. Their mission: helping business owners achieve their “deal of a lifetime.”Links Mentioned in This EpisodeCommonwealth M&A WebsiteJoe Bergin LinkedIn ProfileKey Episode HighlightsWhy home services companies are in high demand among investorsFour key steps to prepare for a successful saleHow accrual accounting boosts credibility and valuationThe importance of recurring revenue and team empowermentWhy early preparation leads to stronger deals and smoother transitionsConclusionSelling your business is one of the most impactful financial decisions you'll ever make. Joe Bergin's advice underscores the importance of early preparation, strong systems, and a clear exit...

 Chris Murkowski discusses the importance of financial freedom and accountability in leadership. He introduces the Greek concept of 'philotimo' as a guiding principle in his life and work. The conversation reflects on personal responsibility, the role of wisdom in financial decisions, and critiques the current political landscape. Murkowski also addresses the implications of the Epstein files, the significance of Warren Buffett's investment philosophy, and the risks associated with private equity and zombie companies.

Featured on WGN Radio's “Home Sweet Home Chicago” on Nov. 15, 2025: Mr. Floor himself, Igor Murokh, joins the program to share his top tips on getting your floors holiday-ready before the party starts, and more importantly, getting them back to life after the night ends. Igor is here to help make sure your floors […]

Featured on WGN Radio's “Home Sweet Home Chicago” on Nov. 15, 2025: Bob Schmitt of The Junkluggers joins the show to inform WGN Radio listeners about the success and pitfalls of estate sales. To learn more about what The Junkluggers can do for you, go to www.junkluggers.com or give them a call at 1-800-LUG-JUNK (1-800-584-5865).

Featured on WGN Radio's “Home Sweet Home Chicago” on Nov. 15, 2025: IRS tax attorney Steven A. Leahy of the Law Office of Steven A. Leahy, PC, with Opem Tax Advocates, joins the program to discuss what taxpayers can expect after the IRS shutdown and the Illinois Amnesty Program, which ends on Nov. 17. To […]

We kicked off this week's show with Igor Murokh of Mr. Floor, who shared his expert advice on getting your floors holiday-ready and how to bring them back to life once the celebrations wind down. Next, Bob Schmitt of The Junkluggers broke down the successes and pitfalls of estate sales expansion and what homeowners should […]

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3352: J.D. Roth exposes the two-headed beast of financial trolls, those external voices that discourage your progress, and the internal ones that sabotage it from within. By naming these voices and providing clear strategies to silence them, he empowers readers to protect their mindset, build confidence, and finally start using money as the tool it's meant to be. Read along with the original article(s) here: https://www.getrichslowly.org/facing-and-fighting-financial-trolls/ Quotes to ponder: "A financial troll is a close cousin to the forum troll, except that financial trolls strive to sabotage your financial pursuits." "Money is more about mind than it is about math." "Complainers are poisonous." Episode references: FIRE the Haters by Jillian Johnsrud: https://www.amazon.com/Fire-Haters-Finding-Courage-Critical/dp/1736549820 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover why the AI boom widens the wealth gap. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, "You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!" Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)

Ken Rosato fills in for Mark Simone. An ICE suspect opened fire at their workplace in San Antonio, Texas, last week. Is this situation a reflection of the ongoing consequences of the Biden Administration's immigration policies and the impact of increased illegal immigration? Ken takes your calls. Ken interviews Financial strategist and policy expert Steve Cotton. Steve discusses solutions for the housing crisis in NYC and nationwide. Steve also shares his outlook on the economy for the coming months.

Ken Rosato fills in for Mark Simone. An ICE suspect opened fire at their workplace in San Antonio, Texas, last week. Is this situation a reflection of the ongoing consequences of the Biden Administration's immigration policies and the impact of increased illegal immigration? Ken interviews Financial strategist and policy expert Steve Cotton. Steve discusses solutions for the housing crisis in NYC and nationwide. Steve also shares his outlook on the economy for the coming months. Mayor-elect Zohran Mamdani is facing challenges with his plans getting passed that he campaigned on. Is there potential fraud in the SNAP program? Ken interviews brand and digital specialist Fisher. Fisher explains how you may soon carry your driver's license and passport digitally on your phone, and how other countries are piloting digital identification as an alternative to physical documents.

Ken Rosato fills in for Mark Simone. An ICE suspect opened fire at their workplace in San Antonio, Texas, last week. Is this situation a reflection of the ongoing consequences of the Biden Administration's immigration policies and the impact of increased illegal immigration? Ken takes your calls. Ken interviews Financial strategist and policy expert Steve Cotton. Steve discusses solutions for the housing crisis in NYC and nationwide. Steve also shares his outlook on the economy for the coming months.See omnystudio.com/listener for privacy information.

Ken Rosato fills in for Mark Simone. An ICE suspect opened fire at their workplace in San Antonio, Texas, last week. Is this situation a reflection of the ongoing consequences of the Biden Administration's immigration policies and the impact of increased illegal immigration? Ken interviews Financial strategist and policy expert Steve Cotton. Steve discusses solutions for the housing crisis in NYC and nationwide. Steve also shares his outlook on the economy for the coming months. Mayor-elect Zohran Mamdani is facing challenges with his plans getting passed that he campaigned on. Is there potential fraud in the SNAP program? Ken interviews brand and digital specialist Fisher. Fisher explains how you may soon carry your driver's license and passport digitally on your phone, and how other countries are piloting digital identification as an alternative to physical documents.See omnystudio.com/listener for privacy information.

Nov 14, 2025 – Are the Magnificent 7 tech stocks losing their crown? In this timely interview, Jim Puplava sits down with Market Gauge's Mish Schneider to decode the major rotations shaking the markets...

Nov 14, 2025 – Amid mounting concerns about market liquidity, Financial Sense's Chris Puplava explains why the Federal Reserve may soon intervene to stabilize short-term funding. As the Fed shrinks its balance sheet, reserves risk falling from “ample” to...

In this episode of the HVAC Know It All Business Edition Podcast, co-hosts Gary McCreadie and Furman Haynes discuss a foundational question for aspiring HVAC entrepreneurs: Why start your own business? This episode sets the tone for an ongoing series designed specifically for small business owners and those on the cusp of taking the leap into HVAC entrepreneurship. Whether you're still moonlighting or already running jobs solo, this episode is your first step into making the right decisions from day one. Furman and Gary bring a wealth of experience. Gary is a seasoned HVAC professional and founder of HVAC Know-It-All and McCreadie HVAC, while Furman works with contractors across the country on their financials, operations, and technology as co-founder of WorkHero.Together, they blend on-the-ground expertise with startup strategy to guide future entrepreneurs.   Expect to Learn Why freedom, impact, and financial independence drive many HVAC pros to start their own businesses The mental and technical readiness needed before going solo Smart strategies to avoid burnout as a one-man show Financial planning tips before making the leap (including the pros and cons of "rage quitting") The role of community networking and how it can support solo operators   Episode Breakdown with Timestamps [00:00:00] – Introduction & Vision for the Podcast [00:02:26] – Why Start Your Own HVAC Business? [00:03:32] – The Freedom Factor [00:06:24] – The Real Demands of Business Ownership [00:08:13] – Networking as a Survival Strategy [00:08:52] – Moonlighting vs. Full Commitment [00:11:19] – Financial Opportunity vs. Income Stability [00:16:17] – Readiness Checklist: Technical, Mental, Financial [00:23:42] – The Three Roles of an HVAC Business Owner [00:27:15] – A Family Decision [00:38:25] – What's Next: Finding Your First Customer   Learn how to build a business that runs without you:

Whooaaaa, she breaks the f*ck down in the post show... like full breakdown... this is wild. Watch here: ➡️ https://bit.ly/chpostshow ⚡️ Download the DollarWise Budgeting App today:➡️ https://bit.ly/dollarwiseapp ⚡️ Get your FREE Hammer Financial Score:➡️ https://bit.ly/calebhammer

In this episode, I dive into the practical ways service members and veterans can prepare for — and thrive through — a government shutdown. I share my own experiences as an enlisted Marine and financial specialist to help others avoid financial stress during uncertain times. From leveraging credit responsibly to building an emergency fund, I break down what it really takes to stay afloat when paychecks pause. I also address common pushback from my viral Instagram post and clarify why taking responsibility for your finances is empowering, not shameful. This conversation is about ownership, preparation, and financial freedom, even when things get tough.   Timestamps (00:00) - Intro (01:22) - Building credit smartly (03:08) - Avoid payday loans (04:06) - Emergency fund basics (05:59) - Budgeting for resilience (06:38) - Why TSP loans matter (07:23) - Power of house hacking (09:00) - Use base resources wisely (10:55) - Stop playing the victim (12:59) - Financial mindset shift (20:25) - Take ownership + move forward   About the Show On the Military Millionaire Podcast, I share real conversations with service members, veterans, and their families. Each week, we explore how to build wealth through personal finance, entrepreneurship, and real estate investing. Resources & Links Download a free copy of my book: https://www.frommilitarytomillionaire.com/free-book Sign up for free webinar trainings: https://www.frommilitarytomillionaire.com/register Join our investor list: https://www.frommilitarytomillionaire.com/investors Apply for The War Room Mastermind: https://www.frommilitarytomillionaire.com/mastermind-application Get an intro to recommended VA agents/lenders: https://www.frommilitarytomillionaire.com/va-realtor Guide to raising capital: https://www.frommilitarytomillionaire.com/capital-raising-guide   Connect with David Pere Facebook Group: https://www.facebook.com/groups/militarymillionaire YouTube Channel: https://www.youtube.com/@Frommilitarytomillionaire?sub_confirmation=1 Instagram: https://www.instagram.com/frommilitarytomillionaire/ LinkedIn: https://www.linkedin.com/in/david-pere/ X (Twitter): https://x.com/militaryrei TikTok: https://www.tiktok.com/@militarymillionaire

In this episode, Jason Keeler, President of ReloShare Medical Respite and former COO at UCMC, discusses how early lung nodule detection and collaborative leadership between clinical and administrative teams can improve patient outcomes, streamline care pathways, and strengthen the financial health of healthcare organizations.This episode is sponsored by Noah Medical.

In this episode of More Than Commas, Paul is joined by the SFG team for a lively roundtable on a Wall Street Journal article about an 80-year-old couple debating a multi-million dollar Roth conversion. The team dives deep into what the article doesn't say, from tax realities to financial leadership within marriages. Paul highlights the importance of both spouses understanding their family finances, while Cory and Lance warn about the dangers of financial illiteracy in later life. Together, they discuss legacy planning, donor-advised funds, and how generational wealth can be built through intentional Roth strategies and charitable giving. With humor and practical insight, the team reminds listeners that real financial planning isn't about products, it's about stewardship, education, and empowering your loved ones to make wise choices long after you're gone.   -- Timestamps: 02:30 – The 80-year-old couple and the Roth conversion dilemma 05:00 – What "estate planning" really means for most families 07:30 – Financial leadership inside a marriage 10:00 – The risks of financial illiteracy in later years 13:00 – Charitable giving and donor-advised fund strategies 15:30 – Building generational wealth through Roth contributions 18:00 – Closing reflections: teaching stewardship across generations   -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial LLC dba Sound Financial Group is a registered investment adviser. 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. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial LLC dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial LLC dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

In this episode of the Walk 2 Wealth Podcast, host John Mendez interviews Darius Lester, the owner of Mammoth Money Mindset. Darius shares his journey from a humble upbringing with limited financial education to becoming a financial manager in the Air Force and eventually an entrepreneur focused on teaching financial literacy to teens and their parents. The conversation explores Darius's evolving definition of wealth, the importance of financial literacy, and the gaps in knowledge among young people today. Darius emphasizes the significance of teaching financial principles early to ensure a better future for the next generation.TakeawaysWealth is defined by the ability to pass on assets to future generations.Financial literacy is crucial for young people to navigate money management.Experiences in the military shaped Darius's understanding of finance.Darius transitioned from music to finance unexpectedly.Helping teens before they incur debt is a priority for Darius.Parents play a significant role in their children's financial education.Darius aims to create a community for financial learning.Understanding banking and financial systems is essential for youth.Darius emphasizes the importance of generational wealth education.The journey of entrepreneurship requires continuous learning and adaptation.Support the show

Send us a textBill Bartholomew welcomes Tim Draper, Senior Vice President, Navigant Credit Union Charitable Foundation to discuss their Season of Giving initiative.Support the show

Most people spend their lives working harder, saving longer, and praying Wall Street will take care of them. Anthony Faso and Cameron Christiansen—co-founders of Infinite Wealth Consultants—have lived that lie, seen it crumble, and replaced it with something far better. Today, they expose how conventional financial advice keeps professionals dependent and uncertain—and how the Infinite Banking Concept flips the entire system. Through tax-free growth, liquidity, and self-directed leverage, this approach lets you become your own banker and build assets that serve your timeline, not someone else's. If you like this episode, here are more episodes we think you'll enjoy: Ep #521 - Should I Self-Direct My IRAs? – Alternatives to the 401K and Traditional Investments – Mat Sorensen Ep #560 – The End of Cheap Money – 5 Rules To Thrive In The Next Decade – David's Monopodcast Check out the show notes for more information!   P.S. Whenever you're ready, here are some other ways I can help fast track you to your Freedom goal (you're closer than you think): 1. Schedule a Call with My Team: If you're tired of running on the hamster wheel, and are looking for a proven blueprint to create more freedom and reduce dependency on your practice income, schedule a call with my team to learn more. 2. Get Your Dentist Retirement Survival Guide: The winds of economic change are here, and now is the time to move to higher ground. This guide gives you the steps to protect your retirement, your family, and your peace of mind. Get the 25-point checklist here. 3. Get Your Free Retirement Scorecard: Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Click here to take the 3 minute assessment and get your scorecard.

Investing only feels hard because the industry makes it confusing on purpose.In this episode, I break down the smoke-and-mirrors that keep women overwhelmed and show you the ridiculously simple strategy that actually builds wealth.You'll learn the 3 ingredients every powerful portfolio needs, and how to grow a multi 7 Fig. net worth without overthinking.Tune in to learn:Why the industry profits from keeping you confusedHow to spot “experts” who sound smart but consistently underperformThe 3 ingredients of a simple, high-performing portfolioHow to build long-term wealth in just a few hours a year

Welcome to a special 4dFi podcast exploring the latest trends and technologies reshaping finance. I'm Zack Miller, Tearsheet's Editor in Chief. Today, we're unpacking the rise of AI agents and their potential to transform how consumers interact with financial services. I'm joined by my partners Russell Weiss, an AI expert and startup builder, and Josh Liggett, a seasoned fintech investor. Together, we'll bring a multidimensional view to this complex space. We'll dive into real-world examples like Capital One's Chat Concierge, which has driven a 55% boost in customer engagement by automating key tasks across thousands of auto dealer sites. Looking ahead, we'll consider the implications for traditional banks. Will they invest billions in proprietary AI models, or cede ground to big tech and infrastructure players increasingly embedding financial services? We don't have all the answers but want to open up with good questions and thinking about where things are headed. We'll also explore how the evolution of AI agents could intersect with web3, crypto, and asset tokenization to enable digital transactions. Russell and Josh will weigh in on which players are poised to thrive in this new era of AI-powered finance. There's a lot to cover, but one thing is clear: AI is no longer a far-off possibility for banks. It's a present-day reality redefining what's possible. Stay tuned for a thought-provoking discussion of the opportunities and challenges ahead.

CFOs are abandoning quarterly planning cycles for week-by-week assessments as trade tensions, tariff uncertainty, and supplier volatility force a new short-term reality onto financial leadership. Seamus Smith, EVP and Group President of Automated Finance at FIS, and Chrissy Wagner, SVP of GTM at FIS, break down how finance leaders can balance urgent risk management with strategic growth positioning through data quality, automation, and AI. Smith and Wagner reveal that cybersecurity tops the list of CFO concerns, but inefficient processes and lack of visibility into money flows are the real operational killers, particularly as organizations grow through M&A. They explain how FIS helped clients navigate recent tariff disruptions through better data visibility, why paper checks remain one of the biggest fraud vectors in modern finance, how supply chain finance is underutilized in the US compared to Europe, and why AI is already delivering $3.70 in returns for every dollar invested in credit underwriting and collections.

Most people neglect their taxes until it's too late, leaving money on the table. In this episode, I share strategies for managing your taxes before April, including:Understanding your projected income and quarterly paymentsMaximizing contributions to 401(k)s, HSAs, and 529 plansUtilizing tax loss harvesting and Roth conversionsThe impact of charitable giving and new AGI rulesReviewing your business entity structure for optimal tax benefits----✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

Send us a textOne of the top reasons businesses fail? Growing too fast without the right infrastructure.In this final episode of our three-part scaling series, I'm breaking down Pillar 3: Systems & Scale Infrastructure—the operational systems, financial clarity, time management strategies, and team building approach you need to scale sustainably.You'll learn about:Building operational systems that deliver consistent qualityUnderstanding your financesDesign your CEO schedule and know when to hireCreate a high-performing team cultureBuild a business that runs without youI also share my personal burnout story and the "Swiss clock team" I built that operated seamlessly—giving me the freedom to leave corporate and go full-time in my business eventually.The result? A sellable business that scales without burning you out.Book a complimentary consultation at stairwaytoleadership.comKey TakeawaysSustainable growth beats fast growth - Scaling too quickly without infrastructure can destroy your businessThree components of scale infrastructure - Operations, financials, and team/time managementRevenue ≠ Profit - Track your profit margins, cash flow, and break-even pointDocument everything - SOPs, client journey maps, and continuous improvement processesHire strategically - Know when you're too busy, optimize first, then hireBuild team culture - Mission, values, and vision should be felt daily, not just writtenDesign your CEO time - Reduce client-facing hours, focus on high-impact activitiesThe compound effect - Small, strategic weekly steps create massive transformationBusiness that runs without you - The ultimate goal for freedom and sellabilityPeace of mind matters - Financial clarity + capable team = less stress and anxietyTimestamps (Optional - Add if Desired)00:00 - Introduction & Series Recap01:00 - Why Fast Growth Can Kill Your Business03:00 - Pillar 3: Systems & Scale Infrastructure Overview06:00 - My Personal Burnout Story07:00 - Operational Systems: Client Journey & SOPs10:00 - KPIs That Matter12:00 - Financial Systems: Beyond Revenue to Profit16:00 - Time Management & When to Hire20:00 - Team Building, Delegation & Leadership24:00 - Energy Management & Work-Life Boundaries28:00 - The Swiss Clock Team Story31:00 - What High Performance Looks Like34:00 - Final Thoughts & Next Week's PreviewResources MentionedEpisode 225: The Three Pillars Every Service Business Needs to Scale to Six Figures and BeyondEpisode 226: From Feast or Famine to Predictable Revenue: The Client Acquisition EngineBook a Complimentary Consultation: htts://stairwaytoleadership.comConnect with MaggieWebsite: https://stairwaytoleadership.com

Government Shutdown Context The shutdown lasted over 40 days, beginning October 1 and ending after a Senate vote (60–40) and subsequent House approval. A stopgap funding measure was passed to keep the government operating until January 30, while negotiations for a long-term appropriations bill continue. Political Narrative Democrats are responsible for the shutdown, accusing them of: Blocking votes to fund programs like SNAP (food stamps). Intentionally prolonging the shutdown to harm Americans and blame Trump. Republicans are portrayed as consistently voting for “clean” funding extensions. Impact of Shutdown Economic and social harm cited: Missed paychecks for over 1 million federal workers. 20,000 flight cancellations/delays due to air traffic controller shortages. Disruption of SNAP benefits for 42 million Americans. Financial strain on contractors and small businesses. President Trump’s Remarks Trump’s speech during the signing of the bill includes: Accusations of Democratic “extortion” and prioritizing illegal immigrants. Calls to terminate the filibuster to prevent future shutdowns. Celebration of economic achievements: record stock market highs, lower gas prices, and tax cuts. Criticism of Obamacare, proposing direct payments to citizens for healthcare instead of insurance companies. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the The Ben Ferguson Show Podcast and Verdict with Ted Cruz Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They'll discuss everything from the reopening rally to precious metals to energy markets. https://bit.ly/49SQx89  

In-home elder care costs are rising more than three times faster than inflation. AARP estimates that caregivers in the U.S. spend an average of $7,242 out of pocket each year.Cuts to federal spending have gutted programs that support them. And amidst the longest government shutdown in history, what little help was left is quickly drying up.Why is the cost of care going up? What can be done to combat those costs?Find more of our programs online. Listen to 1A sponsor-free by signing up for 1A+ at plus.npr.org/the1a.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy

In this conversation, Ben Wolff shares his journey from nightclub promoter to a successful entrepreneur in the hospitality industry. He discusses the unique concept of tree house hotels under the Onera brand, the evolution of the Hill Country market, and his innovative marketing strategies that leverage social media and influencer partnerships. Ben also introduces his new project, Baya Hotels, which aims to create a tropical landscape resort in Florida, blending outdoor experiences with agritourism. Ultimate Show Note: 00:00:00 - Introduction to the podcast and guest introduction 00:02:30 – Ben Wolff 's background in hospitality and transition to boutique hotels 00:04:44 - Explanation of Treehouse Hotels and the meaning behind Onera 00:06:17 - Current market trends in the Hill Country and Austin's growth 00:08:16 - Impact of new luxury resorts on the Airbnb market 00:09:35 - Architectural design and construction challenges of unique hotel units 00:12:28 - Marketing strategies and the role of social media in driving traffic 00:20:01 - Overview of the new Baya Hotels project and its unique concept Connect with Ben on Social: Insider Secrets Helping You Navigate the Future of Hospitality https://www.linkedin.com/in/ben-wolff/ Instagram (@undefined) Visit Us:https://accountableequity.com/https://accountableequity.com/case-study/ Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify