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(November 13, 2025) Host of ‘How to Money’ Joel Larsgaard joins the show to discuss Trump’s proposed 50-year mortgage idea, $2,000 tariff checks, and a new Visa/Mastercard settlement changing how credit cards will be accepted. Feds allege ex-advisors for Gov. Newsom, Becerra schemed to fund luxuries. Trump asks Israel’s President to pardon Netanyahu from corruption charges.See omnystudio.com/listener for privacy information.
This week on the Financial Planner Life podcast, Sam Oakes speaks with James Westpfel, a financial planner at Foster Denovo, who shares his career journey from self-employed to employed and how going hyper-local helped him build a thriving client base from scratch.After 22 years working in a building society, James made the leap into self-employment. With no client book and no lead funnel, he turned to his local community for opportunity. His strategy? Show up in person, build trust and offer financial guidance where people needed it most.By setting up a weekly financial advice clinic in a local community library, James became a familiar, approachable presence. That hyper-local client strategy helped him win over 40 clients organically, through word of mouth and relationships built face-to-face.In this episode, James opens up about:✅ His transition from redundancy to retraining as a financial planner✅ The highs and lows of being a self-employed financial planner✅ How he used a hyper-local strategy to win clients and build trust✅ Why he moved to an employed role at Foster Denovo✅ How structure and support have helped him thrive, managing a book of 170 clients✅ What financial planners should consider when choosing between self-employed and employed pathsIf you're exploring a financial planner career, looking for new ways to connect with clients, or considering the realities of self-employed vs employed advice, this episode is packed with insight and real-world experience.00:00 – Intro: Why finding clients is the hardest part 00:30 – Redundancy after 22 years in banking 01:45 – From cashier to branch manager: James' early career 04:00 – The reality of high street banking and community connection 06:20 – Is banking still a good route into financial planning? 08:00 – Retraining at 42: Overcoming fears and starting again 09:40 – Finding opportunities after qualification 10:20 – Choosing the self-employed route in financial advice 11:30 – The biggest challenge: confidence and standing out 12:40 – The hyper-local idea that changed everything 14:00 – Setting up a financial advice clinic in a community library 16:00 – Becoming “The Library Guy” and winning 40+ clients 18:10 – Why James works with clients of all wealth levels 19:40 – Building a referral network with care and integrity 22:00 – Hyper-local visibility: how trust builds trust 24:00 – Connecting with local businesses and schools 26:30 – From library pop-ups to career opportunities 27:20 – Why James chose to join Foster Denovo 29:00 – Managing 170 clients: structure, support, and growth 30:30 – Balancing work, family, and purpose 32:00 – Keeping the community work alive at Foster Denovo 34:00 – Advice for planners considering employed vs self-employed 36:00 – Final thoughts: trust, career clarity, and client care Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning. Reach out to sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production. Want to appear on the Financial Planner Life podcast? Drop Sam a message.
Would you pay extra just to recline your seat—or are hidden fees quietly draining your retirement savings? Damon Roberts digs into the surprising world of investment fees, revealing how even “small” charges in your 401(k), mutual funds, or annuities can add up to thousands lost over time. Learn why understanding what you pay—and what you get in return—matters more than ever, and how to spot value versus waste in your portfolio. Plus, a few laughs about travel, family, and the price of convenience. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Amy King hosts your Tuesday Wake Up Call. ABC News national correspondent Steven Portnoy speaks on the Senate voting on the government funding bill that is expected to pass and end the shutdown. ABC News reporter Jim Ryan talks about Christmas in 2025 and it being a season on uncertainty. Bloomberg’s Denise Pellegrini updates us on the latest in business and Wall Street. The show closes with the host of ‘How to Money’ Joel Larsgaard talking about budgeting and spending for Christmas, tariff checks, and allocating beneficiaries.See omnystudio.com/listener for privacy information.
Amy talks with the host of ‘How to Money’ Joel Larsgaard talking about budgeting and spending for Christmas, tariff checks, and allocating beneficiariesSee omnystudio.com/listener for privacy information.
What happens when your retirement dreams collide with risky decisions inspired by social media? This episode dives into the challenges of making bold financial moves, the value of trusted advice, and how a portfolio x-ray can reveal hidden strengths and weaknesses in your retirement plan. Join Ethan for real stories, practical insights, and a candid look at balancing ambition with caution. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.
What if everything you thought about a stress-free retirement was wrong? This episode dives into the real stories behind retirement planning, from an 87-year-old who defies convention to the pitfalls of “safe” investments and the importance of adapting to today’s financial realities. Raj Shah and Rick Borek break down how to protect your wealth, avoid common mistakes, and build a plan that fits your life—not someone else’s. Discover why the fundamentals still matter and how a personalized approach can help you sleep easy, no matter what the market does. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.
Director of Educational Outreach at “Next Gen Personal Finance” Yanely Espinal gives tips on how to achieve the best financial quality of life. Also, Darius Rucker stops by to discuss his brand-new band that brings together three rock legends. Plus, the best gifts ahead of the holidays – all for under $50. And, forecasting travel and dining trends for 2026. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
You've probably wondered: what does financial advice actually cost in Ireland, and is it worth it? Indeed, many people are also probably wondering if they are actually paying for advice, who may or may not be getting any!? Many professionals in their 50s ask that question when they start thinking about retiring, reducing hours, or simply getting their finances in order. They may have accumulated assets through their careers, may or may not have had an advisor during that time, but are now considering the need as they plan their next chapter. At Informed Decisions, we believe clarity beats guesswork. So let's break down what you pay, what you get, and how to know if you're getting real value. What you'll learn: • Typical fees Irish advisors and providers charge • What clients (should) get for those fees • Whether advice adds measurable value to clients • How to tell if advice is independent and worth paying for • How to find a professional and transparent advisor
Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 7 November 2025. The topic for this week is: Is it time to take a closer look at your asset allocation risk? How much risk are you actually taking on? In this episode Luke explores how your super is […]
Small Talk! With Alec Cuenca - Motivation, Inspiration, Pinoy Podcast
In this special episode of Small Talk, we break down 30 years of financial lessons into a clear, practical, and honest conversation. No jargon. No hype. Just real wisdom you can apply today.This episode goes beyond earning and saving — it's about understanding how money affects identity, family, confidence, and the way you move through life. We talk about the mistakes most people don't realize they're making, how to build systems that protect your future, and why stability is more important than speed.If you've ever felt behind financially, unsure of where to start, or overwhelmed by the pressure to “have it all figured out,” this episode is made for you. You don't need to be perfect — you just need to begin.Start with what you have. Do what you can. Your future self will thank you. Hosted on Acast. See acast.com/privacy for more information.
Nicole Murray has story that ChatGPT will stop giving health, legal and financial advice to its consumers.
Tommy Corbett from Carey Corbett Financial Solutions was back in Clare FM to tell us everything you need to know on the auto-enrolment pension scheme in Ireland.
Amy talks with the host of ‘How to Money' Joel Larsgaard about renters having the upper hand, holiday budgeting, and new cars for $50k.See omnystudio.com/listener for privacy information.
What if your retirement income isn’t as secure as you think? Dive into the realities of Social Security, Cost of Living Adjustments or COLA, and the hidden pitfalls in retirement planning. Host Steve Anzuoni breaks down how to turn your savings into lasting income, avoid costly mistakes, and design a retirement plan that truly works for you. From guaranteed income strategies to the importance of splitting your nest egg into smart “buckets,” this episode is packed with practical advice for anyone approaching or living in retirement. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.
What happens when a rising Texas country star and a seasoned retirement planner swap stories about grit, legacy, and financial journeys? In this episode, Steve Hoyl sits down with Billie Jo Jones to explore her inspiring path from a tough upbringing to the country music stage, the power of family, and the real challenges of building both a career and a secure future. Discover how perseverance, planning, and honest conversations shape not just music careers, but retirement dreams—Texas style. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.
Is your retirement plan truly bulletproof, or are hidden risks lurking beneath the surface? In this episode from this past weekend’s radio show, Mike Douglas dives into the realities of market cycles, tax strategies, and the crucial decisions facing retirees. Hear real stories of families navigating income planning, annuities, and the complexities of protecting a lifetime of savings. Discover why success brings complexity—and how the right approach can bring peace of mind for your future. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.
From corporate executive to wealth and wellness visionary, Nancy Griffin's journey is a powerful example of what happens when women choose courage over comfort and clarity over perfection.In this episode, I sit down with Nancy, the founder of Women, Worth & Wellness®, to talk about the deep connection between health, wealth, and self-worth. Nancy's story began in the corporate world at Procter & Gamble, where she climbed the ranks but felt the pull toward something more meaningful. Her decision to leave corporate life and eventually create a space where women could lead, give, and grow with confidence has since impacted countless lives.What I love about Nancy's story is how honest she is about the turning points that shaped her. She speaks candidly about the advice that once held her back, the glass ceilings she pushed through, and the moment she realized that courage was the key to everything. From running for political office to stepping into entrepreneurship, Nancy shows us that reinvention is not just possible but essential for women who want to lead on their own terms.Throughout our conversation, Nancy shares practical wisdom that every woman should hear. She reminds us that wealth management is not simply about investments but about stewardship, confidence, and understanding the bigger picture of your life. Whether she's explaining how to build trust with advisors, start saving with whatever you have, or integrate health and wealth as one holistic journey, her insights are grounded, empowering, and deeply human.Nancy's perspective is a beautiful reminder that courage is the bridge between self-worth and success. This conversation will inspire you to step into your power, make bold financial decisions, and care for yourself as your greatest asset.Tune in to hear Nancy's incredible story and learn how to lead and live with more purpose, confidence, and joy.Chapters
Send us a textWhat To Do With Your Windfall: Insider Tips From A Money Manager#money #finance #moneymanagement #financialadvice #wealth From Marine to Benedictine monk to financial expert, Doug Lynam's unconventional journey reflects his unique perspective on wealth and purpose.After graduating top of his class from Marine Corps Officer Candidate School, Doug spent two decades as a monk while leading a prestigious school's math department. Transitioning to finance in 2017, he became a partner at an asset management firm, overseeing $250 millionin assets.His bestselling book, “From Monk To Money Manager: A Former Monk's Financial Guide To Becoming a Little Bit Wealthy—and Why That's Okay,” revolutionized the conversation around spirituality and wealth. In his latest work, “Taming Your Money Monster: Nine Paths To Money Mastery With The Enneagram,” Doug combines the Enneagram with practical financial tools to help individuals build wealth so they have options to live a life that makes their soul sing. Today, he is a sought-after speaker and coach who helps clients align money with their deepest values and purpose.Taming Your Money Monster on Amazon: https://amzn.to/47M6g7ZFrom Monk To Money Manager on Amazon: http://bit.ly/4o3CH7pWebsite: https://www.douglynam.com/Facebook: https://www.facebook.com/douglynam/Instagram: https://www.instagram.com/douglynam/Linkedin: https://www.linkedin.com/in/doug-lynam/Youtube: https://www.youtube.com/@douglynamThanks for tuning in, please be sure to click that subscribe button and give this a thumbs up!!Email: thevibesbroadcast@gmail.comInstagram: https://www.instagram.com/listen_to_the_vibes_/Facebook: https://www.facebook.com/thevibesbroadcastnetworkLinktree: https://linktr.ee/the_vibes_broadcastTikTok: https://vm.tiktok.com/ZMeuTVRv2/Twitter: https://twitter.com/TheVibesBrdcstTruth: https://truthsocial.com/@KoyoteFor all our social media and other links, go to: Linktree: https://linktr.ee/the_vibes_broadcastPlease subscribe, like, and share!
(October 30, 2025)Host of ‘How to Money' Joel Larsgaard joins the show to discuss whether the stock market is in a bubble, consumers feeling discount fatigue, and renters having an upper hand in the housing market these days. The battle over DEI is messier than ever for companies.
Host of ‘How to Money' Joel Larsgaard joins the show to discuss whether the stock market is in a bubble, consumers feeling discount fatigue, and renters having an upper hand in the housing market these days.
Ami Shah has one mission: to change the way families experience financial advice.In this episode of The Advisor Journey, Ami Shah, co-founder and CEO of Steward, shares how her path from McKinsey and Facebook led her to build a firm designed for first-generation wealth builders. She opens up about the personal story that sparked her calling, the operational systems that fueled Steward's $60M growth, and how her “CORE” framework (Confident, Organized, Relieved, Engaged) helps families feel in control of their money and their future.From developing a 60-point custodian evaluation matrix to using automation to enhance trust and empathy, Ami proves that modern advice can be both deeply human and highly efficient.Advisors will walk away with tactical insights on building scalable systems, fostering emotional connection, and serving clients who've worked hard to earn what they have—often for the first time.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...
Amy talks with the host of ‘How to Money' Joel Larsgaard about prescription vending machines, cost plus drugs, Walmart and Aldi Thanksgiving, and why you should TAKE YOUR VACATION DAYS!
Ever wondered how a secret hotel sleeper or a Lego sculptor could boost your retirement income? This episode dives into creative side gigs, the financial realities of working in retirement, and the crucial planning steps to avoid costly mistakes. Discover how tax implications, Social Security, and annuities can impact your future—and why having a solid plan is the key to lasting financial comfort. Tune in for real stories, expert insights, and practical advice for retirees and those planning ahead. SCHEDULE A MEETING OR PHONE CONSULTATION TODAY! Get a Copy of Steve's Book - Tee Up Your Retirement! Social Media: Facebook I LinkedIn I Instagram I YouTube See omnystudio.com/listener for privacy information.
Is your financial future ready for the unexpected? This episode kicks off with real-life stories of holiday travel and family hustle, then Mike Douglas dives into Warren Buffett’s market red flags and the risks facing today’s investors. Discover how to build a retirement income strategy that weathers market storms, tackles taxes, and keeps your lifestyle secure—no matter what the headlines say. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.
In this special episode, Travis is joined by his producer, Eric, for a fun break-down of the worst financial advice out there—reacting to viral clips and sorting the truly terrible from the merely misunderstood. They cover everything from “buy low, sell high” myths to the dangers of credit cards and the unpredictable path of moving to NYC for your dreams. On this episode we talk about: Listening (and laughing) through clips of supposed “awful” financial advice—from cash hacks to leveraging credit as a college student Why “buy low, sell high” sounds easy, but almost no one—except 1% of day traders—actually wins playing that game over time The power of environment and why moving to a “dream city” could either ignite your career or send you financially underwater When using credit can make sense for disciplined business owners—but why most people should stick to cash Travis's ranking of the worst, most misleading, and situational money advice people keep hearing Top 3 Takeaways “Buy low, sell high” is not a strategy—it's gambling, and 99% of would-be day traders lose money over time. Your environment shapes your success; place yourself where the most opportunity exists, but only with a concrete, disciplined plan. Cash keeps you disciplined, but leveraged credit can be a useful tool—if you treat it like investment capital and avoid consumer traps. Notable Quotes “You're not going to beat the S&P 500—over 96% of funds and day traders fail to outperform the market.” “Don't confuse play money with nest egg money—it's fun until you gamble away your future.” “Environment shapes you, but most people never shape their environment.” ✖️✖️✖️✖️
(October 23, 2025)Host of ‘How to Money' Joel Larsgaard joins the show to discuss extra rewards through credit cards, the more money you have the harder it is to manage, and AI entering the e-commerce space. LA County moves to limit license plate tracking. Cruise ships are flocking to Alaska to chase ice… but receding glaciers are leaving a new threat behind.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Investor Fuel Podcast, host Michelle Kesil interviews Rebekah Taylor, a seasoned real estate investor and lender. Rebekah shares her journey in real estate, discussing her transition from a tech career to full-time investing. She elaborates on the differences between active and passive investing, the importance of having the right team, and the challenges of scaling her business. The conversation also touches on the significance of networking, relationship building, and the lessons learned from failures in the industry. Rebekah emphasizes the need for diversification in investments and shares her ambitious goals for the future of her debt fund. 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 —--------------------
Host of ‘How to Money' Joel Larsgaard joins the Bill Handel Show to discuss extra rewards through credit cards, the more money you have the harder it is to manage, and AI entering the e-commerce space.
How AI gets simple finance wrong, and how to make it work for you, not mislead youTopics covered include:How AI ignores the time value of moneyA detailed example of ChatGPT misleading by making a simple math mistakeSome examples of opportunity costs and sunk costs when making financial decisionsUnderstanding how AI works can help us use it more effectivelySponsorsClaude.ai - Sign up for Claude today and get 50% off Claude ProMoney for the Rest of Us PlusInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterShow NotesWhat Kind of a “PhD-level Expert” Is ChatGPT 5.0? I Tested It. by Gary Smith—Mind MattersTop US Army General Says He's Letting ChatGPT Make Military Decisions by Joe Wilkins—FuturismWhy Language Models Hallucinate by Adam Tauman Kalai, Ofir Nachum, et al—ArxivAuto Loan Calculator—nerdwalletRelated Episodes538: Forests, Fakes, and the Fight for the Real457: AI's Fork in the Road: Societal Bliss or Existential Threat450: How Higher Interest Rates Alter Our Financial BlueprintSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week on the Oakley Podcast, Jeremy Kellett sits down with Mike and Tangy Nochta. Mike is an Owner-Operator at Oakley and he and his wife have unique backgrounds in trucking, postal work, and nursing. They share their personal stories, including their path to truck ownership, family life, handling major challenges, and the importance of living within one's means. Key topics include practical financial advice, managing health on the road, building strong relationships, and the value of a supportive community. Listeners will gain insight into the realities of transitioning from company driver to owner-operator, tips on sustaining both business and family through teamwork and smart planning, and so much more.Key topics in today's conversation include:Welcome to the Episode with Mike and Tangy (0:42)The Importance of Sponsor Feedback (3:10)Family Background and Grandkids Across States (6:02)Home Remodeling and Antique Collecting (9:04)Mike's Transition to Trucking and Career Path (12:01)Tangy's Truck Driving Experience and Industry Challenges (15:10)Coping with Family Loss and Taking Care of Tangy's Sister (18:14)Transitioning to Owner Operator and Financial Planning (21:14)Financial Advice and Smart Spending Tips (24:34)Truck Breakdowns and Adapting to Challenges (27:10)Health, Exercise, and Cooking on the Road (30:20)Safety Mindset and Daily Truck Checks (33:07)Final Thoughts, Advice, and Takeaways (36:44)Oakley Trucking is a family-owned and operated trucking company headquartered in North Little Rock, Arkansas. For more information, check out our show website: podcast.bruceoakley.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode of the Real Estate Pros podcast, host Q Edmonds interviews Matthew Victoria, a creative financial specialist with a wealth of knowledge in mortgages. Matthew shares his journey from being a mechanic to a mortgage expert, emphasizing the importance of creativity in financing. He discusses the significance of having good systems and processes in place to ensure smooth operations in the mortgage industry. The conversation also touches on the challenges faced in the path to success, the value of delegation and team building, and the power of relationships in business. Matthew provides valuable insights and practical advice for listeners looking to navigate the real estate landscape effectively. 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 —--------------------
Hi, and welcome to The Long View. I'm Christine Benz, director of personal finance and retirement planning for Morningstar. Today on the podcast we welcome back Carl Richards, who's the author of a new book called Your Money: Reimagining Wealth in 101 Simple Sketches. His previous books, The Behavior Gap and The One-Page Financial Plan, were both bestsellers. Carl started the Sketch Guide column in The New York Times and it ran weekly for a decade. Carl is a certified financial planner, and he started the Society of Advice, which is a community of financial planners dedicated to the craft of advice. In addition, Carl is active on the podcast circuit. He hosts Behavior Gap Radio, as well as a podcast called 50 Fires: Money and Meaning with Carl Richards. Carl also co-hosts a podcast with Michael Kitces called Kitces & Carl - Real Talk for Real Financial Advisors.BackgroundBioThe Society of AdviceBehavior Gap Radio50 Fires: A Podcast About Money and MeaningKitces & Carl – Real Talk for Real Financial Advisors“Carl Richards: ‘Less Focus on Being a Little Less Wrong Tomorrow,'” The Long View podcast, Morningstar.com, May 13, 2020.“Carl Richards: It Should Be OK to Relax Out Loud,” The Long View podcast, Morningstar.com, July 27, 2021.BooksYour Money: Reimagining Wealth in 101 Simple SketchesThe Behavior Gap: Simple Ways to Stop Doing Dumb Things With MoneyThe One-Page Financial Plan: A Simple Way to Be Smart About Your MoneySketches and PodcastsThe Magic Certainty Button“Visual Sketches as Conversation Starters to Help Clients Make Better Financial Decisions,” Kitces & Carl podcast, Episode 175, kitces.com, Oct. 16, 2025.Where to Place Your Focus“Is There a Future of Financial Planning in the AI Era?” Kitces & Carl podcast, Episode 169, kitces.com, July 24, 2025.Other“Brian Portnoy: Balancing Returns With Simplicity, Financial Independence, and Peace of Mind,” The Long View podcast, Morningstar.com, Sept. 29, 2020.“Why We Spend the Way We Do With Gretchen Rubin,” 50 Fires podcast with Carl Richards, 50fires.com, May 28, 2025.Paige Pritchard“Money, Family, and Meaningful Work With Jodi Kantor and Rob Lieber,” 50 Fires podcast with Carl Richards, 50fires.com, Sept. 18, 2024.Morgan HouselZero to One: Notes on Startups, or How to Build the Future, by Peter ThielVollebak Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Amy talks with the host of ‘How to Money' Joel Larsgaard about 5G home internet, accidental landlording, and car wash subscriptions.
The holiday season is coming fast—and so are new rules that could impact your retirement savings. From pricey Christmas trees to major changes in 401k catch-up contributions, Frank and Frankie Guida break down what you need to know about Roth requirements, tax planning, and strategies to keep more of your hard-earned money. Learn how smart moves today can help flatten your tax curve and make retirement more rewarding. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.
Are retirement fears keeping you up at night—even with a healthy nest egg? This episode explores why Gen Xers and others worry about outliving their savings, market crashes, and income gaps. Brandon Bowen breaks down the power of asset allocation, the difference between passive and active management, and how a portfolio “X-ray” can reveal hidden risks and costs. Discover strategies to align your investments with your retirement goals. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Real money talk - student loans, $600 car payments, and the trap of “saving” without investing. We react to YouTube advice about how simple choices (Roth IRA, index funds, and automatic contributions) turn $10k into real progress, why “always be buying” beats timing the market, and how to build a wealth force field that buys time, options, and peace of mind. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. NordVPN.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Scott Becker discusses two popular but risky financial ideas gaining traction online.
In this episode, Scott Becker discusses two popular but risky financial ideas gaining traction online.
Ever feel like the best financial advice sounds... boring and hard to stick to? Doug Hoyes and guest Licensed Insolvency Trustee Maureen Parent discuss why the most effective money habits are often the least exciting. From the myth of quick fixes to the power of slow, steady progress, they explore how consistency, not complexity, builds lasting financial stability. You'll also hear practical, realistic ways to start building better habits today (even when life gets in the way). (00:00) – Does money management have to be complicated? The myth of the quick fix (05:00) – Everyday challenges to managing money (11:00) – Discipline vs. intelligence: which matters more? (15:30) – The “first three months suck” mindset (17:00) – Why boring habits beat willpower (19:00) – Needs vs. wants and being realistic (21:30) – Starting with just one small habit (28:30) – Avoiding a financial hangover How To Find a Credible Financial Planner Personal Budgeting Help and Free Spreadsheet DIY Credit Repair Strategies and Free Course Sign Up for the Monthly Debt Free Digest Hoyes Michalos YouTube Channel Disclaimer: The information provided in the Debt Free in 30 Podcast is for entertainment and informational purposes only and is not intended as personal financial advice. Individual financial situations vary and may require personal guidance from a financial professional. The views expressed in this episode do not necessarily reflect the opinions of Hoyes, Michalos & Associates, or any other affiliated organizations. We do not endorse or guarantee the effectiveness of any specific financial institutions, strategies, or digital tools/apps discussed.
(October 16, 2025)Host of ‘How to Money' Joel Larsgaard joins the show to discuss attending a wedding now costing a fortune, only 1/3 Americans now think college is ‘very important,' and people willing to be paid less to work remotely. Grocery stores adopt digital price tags.. could your bill change? People are sneaking answers from AI… who can blame them?
This week on the Retirement Quick Tips Podcast, I'm talking about the most common ways rich people accidentally destroy their wealth, and how you can avoid falling into these traps. Another common way rich people lose everything is by following bad financial advice. You see this a lot with professional athletes or lottery winners—they invest heavily in a business that fails or take advice from friends or advisors who either don't know what they're doing or are acting in their own self-interest.
- Announcement of the AI Model Release (0:10) - Development and Training of the AI Model (3:08) - Details on Downloading and Using the AI Model (6:29) - Features and Capabilities of the AI Model (34:46) - Potential Impact and Future Developments (35:05) - Special Report on the Tennessee Munitions Plant Explosion (56:31) - China's Ban on Rare Earth Mineral Exports (1:04:46) - Preparation for Potential Conflicts and Financial Chaos (1:13:39) - Interview with John Jay Singleton on Crypto Taxation (1:15:50) - Unrealized Gains and Tax Implications (1:20:46) - Challenges with AI and Legal Advice (1:23:08) - Crypto Taxation and IRS Policing (1:25:01) - Legal Strategies for Crypto Taxation (1:27:09) - Structuring Financial Risk and Tax Avoidance (1:31:27) - Family Court and Financial Risk (1:59:32) - The Role of AI in Legal and Financial Strategies (2:07:29) - The Future of Crypto and Financial Systems (2:07:42) - The Importance of Legal Education and Self-Reliance (2:17:47) - The Role of Unas in Financial Planning (2:19:38) - Gold and Silver Price Trends (2:27:02) - Battalion Metals and Gold Backs (2:28:46) - Gold Backs and Legal Tender Recognition (2:30:01) - Financial Advice and Historical Context (2:33:59) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com
Are you worried it's too late to start building wealth? In this episode, financial expert Eric Mangold shares practical advice for late bloomers and anyone looking to secure their financial future. Learn why it's never too late to start investing, steps you can take no matter your age, and how customized strategies can maximize your wealth. Eric also covers tips for young investors and the importance of tax planning in a strong financial plan. Subscribe for more firsthand financial expertise and actionable advice!
- Announcement of Brighteon AI Engine and New Features (0:10) - Details of the Enoch Financial Coach (2:21) - Development and Future Plans for Brighteon AI (5:13) - Interview with Dr. Kirk Moore and Health Freedom (6:24) - Special Report and Video Demonstration of Enoch 2.0 (7:58) - Advantages of Unas and AI Wars (10:28) - Gold and Silver Market Analysis (37:54) - Predictions on Currency Collapse and Military Conflict (44:31) - Preparation for Economic Instability and Food Security (44:49) - Conclusion and Call to Action (45:06) - Gold and Silver Market Analysis (45:21) - Introduction to Gold Backs (1:24:40) - Investment Strategies and Financial Advice (1:28:27) - Economic Predictions and Market Trends (1:29:00) - Preparedness and Survival Strategies (1:34:17) - Interview with Dr. Kirk Moore (1:37:32) - Medical Freedom and Ethical Practices (1:56:06) - The Role of AI in Medicine (2:05:54) - The Future of Health and Medicine (2:20:55) - Conclusion and Final Thoughts (2:26:53) For more updates, visit: http://www.brighteon.com/channel/hrreport NaturalNews videos would not be possible without you, as always we remain passionately dedicated to our mission of educating people all over the world on the subject of natural healing remedies and personal liberty (food freedom, medical freedom, the freedom of speech, etc.). Together, we're helping create a better world, with more honest food labeling, reduced chemical contamination, the avoidance of toxic heavy metals and vastly increased scientific transparency. ▶️ Every dollar you spend at the Health Ranger Store goes toward helping us achieve important science and content goals for humanity: https://www.healthrangerstore.com/ ▶️ Sign Up For Our Newsletter: https://www.naturalnews.com/Readerregistration.html ▶️ Brighteon: https://www.brighteon.com/channels/hrreport ▶️ Join Our Social Network: https://brighteon.social/@HealthRanger ▶️ Check In Stock Products at: https://PrepWithMike.com
(October 09, 2025)Host of ‘How to Money' Joel Larsgaard joins the show to discuss consumers adopting BNPL into their lives, the rise in ‘accidental landlords,' and chatbots tapping into a goldmine of your personal information. Don't shoot the bride and groom: Crazy wedding traditions from around the world. Wild horses are trampling Mono Lake landscape; the feds plan a round up.
Not all financial advice online is created equal. We react to some of the internet's worst money tips, from shady down payment tricks to risky ‘never sell' borrowing strategies. Learn what NOT to do with your money and discover the smarter, safer path to building real wealth. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. NordVPN.com/MONEYGUY Learn more about your ad choices. Visit megaphone.fm/adchoices
On this episode of the BobbyCast, Bobby sits down with finance expert and CEO of Ramsey Solutions, Dave Ramsey. He shares his story of being $3 million in debt, filing for bankruptcy, and why his marriage was hanging by a thread. Dave shared his rule why he never offers to give listeners money and if he carries cash on him. Dave shares why mostly everything on TikTok is WRONG. He also talked about his coolest friend that is famous, why NFL players and professional athletes continue to go broke, and much more! Check out: RamseySolutions.com Follow on Instagram: @TheBobbyCast Follow on TikTok: @TheBobbyCast Watch this Episode on YoutubeSee omnystudio.com/listener for privacy information.
This episode delivers the best financial advice you'll ever hear. It will teach you the 5 money habits that can change your life. And it's your guide to taking control of your money: how to make it, save it, and invest it no matter where you're starting from. Whether you're trying to feel more confident with your finances, buried in debt, living paycheck-to-paycheck, or want to learn more about investing, this episode will shift the way you think about money, and what to do with it, for good. Mel is joined by Morgan Housel, the bestselling author of The Psychology of Money and one of the most trusted financial experts in the world. His insights have helped millions of people feel more in control of their money and now he's sharing them with you. Morgan breaks down:-The #1 mistake that's keeping you broke -The 5 habits that will transform your financial life -Why every dollar you spend comes down to two kinds of decisions -How to stop letting comparison control your spending -What to do every time you get paid -How to build wealth even if you're starting from zero -The exact investment strategy that beats virtually every single money manager Mel will also share her story of going from $800,000 in debt, with maxed-out credit cards, a lien on her house, and no idea how she'd make it out - to how she finally turned things around. You'll walk away with a smarter, more empowered approach to money. This is simple, practical, and research-backed financial advice that works. If you're ready to stop feeling overwhelmed and start taking control of your money, this episode is where it begins. For more resources, click here for the podcast episode page. Sign up here to get exclusive access to presale tickets for Mel's live tour, Let Them Tour 2026, before tickets go on sale to the public.If you liked the episode, check out this one next: 5 Rules of Money: How to Make It, Save It, & Be Smarter About ItConnect with Mel: Get Mel's #1 bestselling book, The Let Them TheoryWatch the episodes on YouTubeFollow Mel on Instagram The Mel Robbins Podcast InstagramMel's TikTok Sign up for Mel's personal newsletter Subscribe to SiriusXM Podcasts+ to listen to new episodes ad-freeDisclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.