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Send us an email @ info@parentcoachesunleashed.com Alan Rosenthal leads the firm's Estate and Trust Administration group, offering empathetic guidance in lifetime planning and estate settlement, including tax matters. With over 20 years of experience in wealth preservation, he advises individuals, families, and advisors on estate planning and minimizing transfer taxes. AV-rated and admitted in Florida and New York, Mr. Rosenthal holds a law degree from the University of Buffalo School of Law (cum laude, editor of Buffalo Law Review) and a BS from Cornell University.The conversation covers everything from legal documents teens need when they turn 18, to navigating difficult conversations and planning with elderly parents. Alan provides practical advice, actionable steps, and plenty of reassurance for listeners navigating these multi-generational challenges.TakeawaysPrepare legal documents when your child turns 18Update and review estate planning regularlyCommunication and planning are essentialTimestamps00:00 Discussing Adulthood at 1806:16 Digitally Save Children's Medical Records10:08 Family Planning and Open Dialogue13:27 Update Legal Documents for State Compliance16:03 Elder Care: Legal Involvement Benefits20:01 Complex Family Dynamics in Florida21:55 Start Planning Conversations Early27:05 Beneficiaries Supersede Wills in Accounts29:57 Navigating Sandwich Generation Challenges32:59 Conversations About End-of-Life Wishes34:47 Raising Independent Young Adults
A question we've been hearing a lot at the All Things Sustainable podcast is: How do businesses sync their climate strategies with their financial decisions? In this episode, we bring you highlights from an event that dove into this question in detail: The inaugural S&P Global Sustainable1 Climate Summit hosted by the S&P Global Climate Center of Excellence. The center is home to world-class scientists dedicated to addressing the frontiers of long-term climate, environmental and nature research and methodology development. The June 5 Climate Summit in New York City convened many of those scientists alongside financial institutions and industry leaders to talk about translating climate science into actionable insights that inform investment and financial decision-making. In today's episode we talk to three speakers from the Summit: -Dr. Terence Thompson, the Chief Science Officer at the S&P Global Climate Center of Excellence; he explains the center's work and how it seeks to bridge gaps between stakeholders, including climate scientists, economists and financial institutions. -Sonja Gibbs, Managing Director and Head of Sustainable Finance at the Institute for International Finance, a global network of financial institutions; she explains how IIF members are thinking about climate risks and opportunities. -Aniket Shah, Managing Director and Global Head of the Sustainability and Transition Strategy team at Jefferies Group; he tells us why financial decision-makers need “data, not vibes” to drive their sustainability strategies. Listen to recent podcast interviews referenced in today's episode: Why businesses are going ‘back to basics' in sustainability strategies | S&P Global How HSBC is financing infrastructure for a low-carbon economy | S&P Global How EU proposals could change the sustainability reporting landscape | S&P Global Learn more about the Climate Center of Excellence | S&P Global This piece was published by S&P Global Sustainable1, a part of S&P Global. Copyright ©2025 by S&P Global DISCLAIMER By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
Summary: In this episode of the Be a Smarter Homeowner podcast, hosts Beth Dodson and John Bodrozic discuss the importance of financial visibility for homeowners through the use of Homeowner AI. They explore how homeowners can track their home value, equity, and expenses, emphasizing the need for ongoing financial awareness. The conversation includes a demonstration of the Homeowner AI platform, showcasing its features that help users make informed financial decisions regarding their homes. The hosts stress the significance of understanding both the emotional and financial aspects of homeownership, and how AI can empower homeowners to manage their properties more effectively. Takeaways Homeownership is both an asset and a lifestyle. Financial visibility is crucial for making informed decisions. Tracking home equity helps in understanding net worth. Home expenses can significantly impact lifestyle choices. AI tools can simplify financial tracking for homeowners. Investing in home projects can increase property value. Understanding market conditions is essential for homeowners. Regularly updating financial information is key to smart management. Homeowner AI provides valuable insights into property finances. Consulting with experts is important for accurate financial planning. Sound Bites "Your home is your largest financial asset." "Your home is both an asset and a lifestyle." "Understanding your equity is essential." "Stay on top of your home finances." "AI can help track your home value." "Use AI for smarter financial discussions." "Be a smarter homeowner with AI tools." Chapters 00:40 Introduction to Homeowner AI 03:29 Understanding Home Finances 07:19 The Importance of Financial Visibility 12:57 Tracking Home Equity and Expenses 14:51 Demonstrating Homeowner AI Features 20:38 Project Values and ROI 24:41 Using AI for Financial Analysis 31:32 Conclusion and Future Insights
Stephen Grootes speaks to Sipho Pityana about his ongoing legal battles with Absa, where Pityana is challenging his removal as a director and the South African Reserve Bank's Prudential Authority's objections to his nomination as Absa chair. In other interviews: Warren Ingram, Financial advisor and Co-Founder of Galileo Capital, talks about financial emergencies can happen at any time, are you prepared? The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
Stephen Grootes speaks with Warren Ingram, Financial advisor and Co-Founder of Galileo Capital, about financial emergencies that can happen at any time - are you prepared? The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
We talk with school district leaders about the budget and local cuts.
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This is a curated compilation of the best interviews from The Money Show this past week, featuring insightful discussions on business trends, personal finance, and leadership. Stephen spoke with Saki Macozoma, Chair of Vodacom and Safika Holdings, about his transformative journey, leadership principles, and impact on the private sector and civil society. Stephen had a discussion with Warren Ingram, financial advisor and Co-Founder of Galileo Capital, about the pros and cons of home ownership in today’s financial climate. In How I Make My Money, Stephen had a conversation with Tuanni Price, CEO of Zuri Wine Tasting, about her journey from humble beginnings to building a thriving business and championing diversity in the wine industry. On The Business Book Review, Bronwyn Williams, Partner at Flux Trends, shared insights from The End of Money by David Buckham, Robyn Wilkinson, and Chris Straeuli, discussing trust erosion in capitalist markets and the rise of the Chinese banking system. Thank you for listening to a podcast from The Money Show The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
This is a curated compilation of the best interviews from The Money Show this past week, featuring insightful discussions on business trends, personal finance, and leadership. Stephen spoke with Saki Macozoma, Chair of Vodacom and Safika Holdings, about his transformative journey, leadership principles, and impact on the private sector and civil society. Stephen had a discussion with Warren Ingram, financial advisor and Co-Founder of Galileo Capital, about the pros and cons of home ownership in today’s financial climate. In How I Make My Money, Stephen had a conversation with Tuanni Price, CEO of Zuri Wine Tasting, about her journey from humble beginnings to building a thriving business and championing diversity in the wine industry. On The Business Book Review, Bronwyn Williams, Partner at Flux Trends, shared insights from The End of Money by David Buckham, Robyn Wilkinson, and Chris Straeuli, discussing trust erosion in capitalist markets and the rise of the Chinese banking system. Thank you for listening to a podcast from The Money Show The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes discusses redefining South Africa's unemployment metric, considering the vast informal sector, with François Viviers, Marketing and communications at Capitec. In other interviews, Warren Ingram, financial advisor and Co-Founder of Galileo Capital, about the complexities of buying a home, exploring whether owning a property is always the best option, or if alternative choices might be more suitable in today's financial landscape. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Warren Ingram, financial advisor and Co-Founder of Galileo Capital, about the complexities of buying a home, exploring whether owning a property is always the best option, or if alternative choices might be more suitable in today's financial landscape. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
A Fine Balance: a podcast that explores how to find a work-life balance that works for you
In this episode of 'A Fine Balance Work-Life Balance Confessions', I'm joined by Victoria Mortimer, a finance director and life coach, to talk about the intricacies of work-life balance from the perspective of the accountancy profession. We explore the juggles of personal finance management, emotional well-being, and the importance of open communication in relationships. Victoria shares her journey from a demanding corporate job to finding fulfilment in a balanced life, emphasising the emotional aspects of money management and the significance of self-reliance. The conversation highlights the fluidity of balance and the need for intentionality in personal and professional choices.Takeaways:Work-life balance is deeply personal and varies for everyone.Emotional aspects of money management can impact decision-making.Open communication about finances is crucial in relationships.Finding a fulfilling job can enhance overall life satisfaction.Self-reliance is key to personal growth and stability.Awkward conversations often lead to better understanding and resolution.Flexibility in work arrangements can improve work-life balance.Meditation can help manage stress and clarify thoughts.Recognising when to seek help is important for mental health.Balance is not a fixed state but a fluid and evolving process.Chapters00:00 The Unlikely Accountant: Breaking Stereotypes02:54 Emotional Aspects of Finance03:29 Risk and Financial Decisions in Relationships04:52 Navigating Finances in Partnerships05:46 Work-Life Balance: Finding the Right Ratio06:16 The Importance of Sleep and Routine08:20 Personal Stories and Influences15:18 Navigating Language Barriers and Cultural Immersion17:17 The Fluidity of Work-Life Balance19:41 Redefining Balance: Beyond the Traditional Notion22:39 Intentionality and Individuality in Career Choices27:05 The Impact of Work Environment on Happiness33:23 Finding Meaning and Fulfilment in Work39:20 Healing from Heartbreak and Embracing Independence40:54 Shaping Identity Through Experiences41:49 The Power of Meditation for Mental Clarity43:55 Recognising Burnout and Making Changes46:59 Confronting Difficult Conversations48:16 Work-Life Balance and FlexibilityRELATED EPISODES/LINKS:On Working in Corporate Jobs: 25: On Marketing, Corporate Cultures, Having Fun, and Asking for Help: Dan Knowlton's Story: https://a-fine-balance.com/2024/05/22/on-marketing-corporate-cultures-having-fun-and-asking-for-help-new-podcast-episode-out-now-featuring-dan-knowlton/11: On Finding Balance as a Career-Driven Family Man, When Work Takes Priority - Gilles Dahan's Story: https://a-fine-balance.com/2023/04/02/a-fine-balance-the-podcast-season-2-episode-3-out-now/On Managing Personal Finances, Money & Debt: 37: On the Hidden Impact of Debt, Body Image Struggles, and Being “Replaceable” – Lorna McKenna's Story: https://a-fine-balance.com/2025/01/11/on-the-hidden-impact-of-debt-body-image-struggles-and-being-replaceable-on-work-life-balance-lornas-story-new-podcast-episode-out-now/
It is so hard to know.. are you doing the right thing with your life? Especially with the luxury of choice, it's hard to know what direction to go in and how that will impact your future. I hope this episode can bring some peace to that way of thinking.At OneUp we believe in being curious and taking a little bit of value from everyone, so welcome to the breadcrumb series. Where we get bite sized amounts of previous episodes and can hear a new perspective.Breadcrumb 118 is from the episode - "Am I Doing The "Right Thing" With My Life?"Listen to the full episode on Spotify or Apple Podcasts.Need help creating a CV? Here's one of the best FREE CV creators.Keen to learn more about personal growth, career and money? Find me on Instagram or Tik Tok Thank you for listening, it means so much to me. Please leave a rating or review if you're enjoying and we will chat in the next episode. Want to get in touch directly? sarah@theoneupproject.nz
Our guest on the podcast today is Ben Felix. Ben is chief investment officer for PWL Capital, a Canadian wealth management firm. He also co-hosts the Rational Reminder podcast and is the host of a YouTube channel that covers finance and investing-related topics. He joined PWL Capital in 2013 after completing a degree in mechanical engineering as well as an MBA. He is a CFA charter holder and a CFP professional. Ben, welcome to The Long View.BackgroundBioPWL CapitalRational Reminder podcastCanadian Market and Home-Country Bias“The Passive vs. Active Fund Monitor,” by Raymond Kerzerho, pwlcapital.com, Winter 2024.“Passive Beats Active Again in 2024,” by James Parkyn, capitaltopics.com, April 30, 2025.“Canadians Reducing Home Bias, Eh? Vanguard Research Finds That Investors Are Increasingly Going Global,” vanguard.ca, June 2024.Rational Reminder Podcast“Episode 169: Prof. John Cochrane: (Modern) Modern Portfolio Theory,” Rational Reminder Podcast, Sept. 30, 2021.“Understanding Crypto 14: Prof. John Cochrane: Money, (Fiscal) Inflation, and Political Freedom,” Rational Reminder Podcast, Sept. 2, 2022.“Episode 284: Prof. Scott Cederburg: Challenging the Status Quo on Lifecycle Asset Allocation,” Rational Reminder Podcast, Dec. 21, 2023.“Episode 350: Scott Cederburg: A Critical Assessment of Lifecycle Investment Advice,” Rational Reminder Podcast, March 27, 2025.“Episode 316: Andrew Chen: ‘Is Everything I Was Taught About Cross-Sectional Asset Pricing Wrong?!'” Rational Reminder Podcast, Aug. 1, 2024.“Episode 102: Dr. Brian Portnoy: Underwriting a Meaningful Life,” Rational Reminder Podcast, June 11, 2020.“Episode 171: Prof. Campbell R. Harvey: The Past and Future of Finance,” Rational Reminder Podcast, Oct. 14, 2021.Other“The Misguided Beliefs of Financial Advisors,” by Juhani T. Linnainmaa, Brian Melzer, and Alessandro Previtero, Journal of Finance, March 22, 2021.Rational Reminder Community“OneDigital Expands Into Canada With Investment in PWL Capital, Expanding Wealth Management Services Across Borders,” OneDigital.com, Jan. 23, 2025.“Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice,” by Scott Cederburg, Aizhan Anarkulova, and Michael S. O'Doherty, papers.ssrn.com, March 5, 2025.The Fiscal Theory of the Price Level, by John Cochrane
Stephen Grootes speaks with Warren Ingram, financial advisor and Co-Founder of Galileo Capital, about common money mistakes that can quietly erode our financial freedom over time. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
In this episode of our Beyond the Paycheck series, we're focusing on demystifying retirement plans and investment options so you can make confident, informed decisions about your financial future. Whether you're just starting out, changing jobs, or reentering the workforce, we unpack the differences between 401(k), 403(b), IRA, and Roth IRA accounts, and explore how tax status, life changes, and long-term goals shape the best strategy for you. You'll also learn how to sidestep common investing myths, adapt your plan over time, and take proactive steps to set your future self up for success.
This week on Beyond The Money, Jackie Campbell discusses the importance of being intentional about financial planning, especially in relation to family support and retirement. She explores the emotional aspects of financial decisions, the necessity of open communication between couples regarding finances, and the significance of organizing financial affairs. The conversation also delves into the challenges of planning for retirement income and the risks associated with early retirement. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.
In this episode, Professor T discusses something at the top of everyone's minds when going to CRNA school - how am I going to pay for this?! We break down the smart, intentional decisions that made this possible—from qualifying for Public Service Loan Forgiveness and maximizing a 401(k), to avoiding lifestyle inflation and strategically investing in a surgery center. We also touch on practical tips like using 0% interest loans for home repairs, maintaining excellent credit, and leveraging employer benefits like HSA and childcare accounts. If you're navigating your own financial future after CRNA school, this episode will give you both actionable steps and long-term strategies. Stick around until the end to learn how one savvy investment—without using a single dollar of personal savings—yielded over $180,000 annually.
In this episode of our Beyond the Paycheck series, we're focusing on Building Your Financial Foundation. If you're just starting your career or re-entering the workforce, this conversation is for you. We'll break down how to set short-, medium-, and long-term financial goals, how to balance debt with saving, and why starting now—no matter how small—can make a big difference. You'll learn how to make saving a habit, keep track of your spending, and use tools like compound interest to your advantage. Wherever you are on your journey, this episode will help you take confident steps toward a more secure financial future.
What happens when emotion and psychology creep into financial decisions? In this episode of Corporate Finance Explained on FinPod, we unpack the human side of finance through the lens of behavioral finance, exploring why even the most skilled professionals fall victim to biases like overconfidence, loss aversion, and anchoring.Real-world cases like HP's Autonomy acquisition and Boeing's 737 MAX rollout show how costly these blind spots can be. But it's not just billion-dollar boardrooms; these same patterns appear in budgeting, forecasting, and decision-making across corporate finance roles.We explore how risk perception is shaped by mood, memory, and team dynamics, and why tools like scenario planning and pre-mortem analysis help finance teams build resilience. This conversation is a must-listen for professionals looking to sharpen their judgment and avoid costly mistakes.Get practical tools, mindset shifts, and insights beyond spreadsheets because better decisions start with understanding how we make them.#BehavioralFinance #FinanceCareers #CorporateFinance #FinancialDecisions #BiasInFinance #DecisionMaking #FinanceStrategy #CFILearning #FinancePodcast
If you've been hearing rumblings about tax changes in 2026, you're not imagining things — we're heading toward one of the biggest tax shifts in decades. The Tax Cuts and Jobs Act of 2017, which shaped much of our current tax system, is set to expire unless Congress takes action. But right now, lawmakers are locked in a high-stakes budget battle, and no one knows exactly how it'll end. This episode breaks down why that matters not just politically — but for your wallet, your financial plan, and the decisions you might want to make before the rules change.
Stephen Grootes speaks with Warren Ingram, financial advisor and Co-Founder about cutting through financial jargon and complexity to reveal simple, effective principles for building sustainable wealth and achieving financial freedom. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
In this episode of Absolute Trust Talk, host Kirsten Howe and associate attorney Jessica Colbert discuss critical estate planning considerations during divorce proceedings. They explore what happens if someone becomes incapacitated or dies while their divorce is still pending, revealing potentially unwelcome consequences if proper planning isn't in place. The discussion highlights how existing estate plans typically name a spouse as the primary decision-maker and beneficiary—a designation most divorcing individuals would want to change immediately. Without written estate plans, the situation becomes even more complicated, potentially requiring expensive and contentious conservatorship proceedings for incapacity or following intestacy laws upon death that would likely favor the soon-to-be ex-spouse. This episode, part one of a two-part series, emphasizes that you remain legally married until a judge finalizes your divorce, meaning all existing estate planning designations remain in effect unless proactively changed. Time-stamped Show Notes: 0:00 Introduction 2:10 What happens if you become incapacitated during divorce with a written estate plan 2:52 The consequences of becoming incapacitated without a written estate plan during divorce 3:28 Brief explanation of the conservatorship process and why it should be avoided 5:03 What happens if you die before your divorce is finalized 5:12 Death without a written estate plan during divorce: intestacy and its complications 6:29 How existing written estate plans remain in effect until the divorce is finalized 6:48 The bottom line: You remain legally married until a judge says otherwise
We're back answering your questions about your important financial decisions. From a young couple considering house hacking to someone unemployed for almost a year to an in-law who might not have enough, we're covering it all in this jam-packed Q&A! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode is going to get technical — so if you're not ready to get lost in the math and mechanics of debt, investments, and balance sheet risk, you've been warned. But for high earners like ER docs, these seemingly small decisions — like whether to pay down a mortgage early or redirect that cash flow into investments — can have six- or even seven-figure implications over time. With today's higher mortgage rates and more volatile markets, the old rules don't necessarily apply, and what once was considered conservative might now be the riskiest choice of all. We're going to break down how to analyze these trade-offs, with real numbers and real behavioral considerations that go way beyond “just do what feels right.”
Motheo Khoaripe speaks with Warren Ingram, financial advisor and Co-Founder of Galileo Capital, about understanding your personal inflation rate — what it is, how it differs from the official inflation figure, and why it plays a crucial role in managing your finances. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.
In Episode 232 of The Business Development Podcast, Kelly Kennedy sits down with Jeremie L'Heureux, founder and CEO of L'Heureux Auto Group, to explore how everyday financial decisions shape our future. From vehicle financing to managing debt, Jeremie shares real-world insights on the traps that quietly erode financial stability — and how better choices can unlock long-term freedom. Together, they dig into why smart money management matters now more than ever, especially in a world of rising costs and economic uncertainty.Through a conversation rooted in real experience and practical advice, Kelly and Jeremie break down common mistakes people make with auto loans, leasing, and credit, and how small shifts in thinking can lead to major breakthroughs. Whether you're building a business, buying a home, or just trying to get ahead, this episode will change how you approach your next big financial move.Key Takeaways: 1. Success in entrepreneurship comes from saying yes to the right opportunities, not just having a perfect plan.2. Most financial mistakes happen because people lead with emotion instead of logic when making big purchases.3. Keeping and paying off your vehicle long-term is one of the smartest financial moves you can make.4. Negative equity quietly compounds over time, trapping people in debt with fewer and fewer options.5. Your total vehicle costs, including payment, insurance, and fuel, should stay under 10% of your monthly income.6. Strategic refinancing can lower your loan interest and free up critical cash flow when done right.7. Leasing is rarely the best move for individuals and often creates hidden costs and restrictions.8. Shifting your mindset from “what do I want” to “what can I comfortably afford” protects your future.9. Financial literacy isn't taught early enough, but it's never too late to start learning and changing.10. Every small financial decision you make today is either building your freedom or putting it further out of reach.
Got a big purchase ahead and don't know how to go about making a decision? Chad P. Wilson has some tips for you in this episode of Money Matters. This episode was recorded on April 22, 2025 by President Chad P. Wilson of Foundation Bank.
The College Football Experience (@TCEonSGPN) on the Sports Gambling Podcast Network reacts to the news of former Tennessee Volunteers starting QB Nico Iamaleava leaving Knoxville for the UCLA Bruins. Pick Dundee aka (@TheColbyD) & Ryan McIntyre (@Moneyline_Mac) break down what they think of the move for both schools. Did Nico miss a golden opportunity to make more cash? Could this hurt his NFL Draft stock?What will the Tennessee Volunteers do to compensate for this loss? Did DeShaun Foster and the Bruins make out as the biggest winner here and what should we expect from UCLA in year 2 of the Foster era? We talk it all and more on this Nico Iamaleava to UCLA edition of The College Football Experience. 01:09 Nico's Transfer to UCLA 02:23 Nico's Journey and Tennessee Fallout 02:46 Co-Host Introduction and Initial Reactions 05:00 Nico's Potential and UCLA's Future 06:07 Deshaun Foster's First Year at UCLA 07:57 Nico's NFL Prospects and UCLA's Schedule 13:54 Sponsorship Messages 17:33 Nico's Representation and Financial Decisions 20:20 UCLA's Upcoming Season and Expectations 25:40 Closing Remarks and Upcoming Episodes JOIN the SGPN community #DegensOnlyExclusive Merch, Contests and Bonus Episodes ONLY on Patreon - https://sg.pn/patreonDiscuss with fellow degens on Discord - https://sg.pn/discordDownload The Free SGPN App - https://sgpn.appCheck out the Sports Gambling Podcast on YouTube - https://sg.pn/YouTubeCheck out our website - http://sportsgamblingpodcast.comSUPPORT us by supporting our partnersUnderdog Fantasy code SGPN - Up to $1000 in BONUS CASH - https://play.underdogfantasy.com/p-sgpnRithmm - Player Props and Picks - Free 7 day trial! http://sportsgamblingpodcast.com/rithmmRebet - Social sportsbook - 100% deposit match promo code SGPN in your app store! ADVERTISE with SGPNInterested in advertising? Contact sales@sgpn.io Follow The College Experience & SGPN On Social MediaTwitter - https://twitter.com/TCEonSGPNInstagram - http://www.instagram.com/TCEonSGPNTikTok - https://www.tiktok.com/@TCEonSGPNYoutube - https://www.youtube.com/@TheCollegeExperienceFollow The Hosts On Social MediaColby Dant - http://www.twitter.com/thecolbydPatty C - https://twitter.com/PattyC831NC Nick - https://twitter.com/NC__NicK Gambling problem? Call 1-800-GAMBLER CO, DC, IL, IN, LA, MD, MS, NJ, OH, PA, TN, VA, WV, WY Call 877-8-HOPENY or text HOPENY (467369) (NY) Call 1-800-327-5050 (MA)21+ to wager. Please Gamble Responsibly. Call 1-800-NEXT-STEP (AZ), 1-800-522-4700 (KS, NV), 1-800 BETS-OFF (IA), 1-800-270-7117 for confidential help (MI)
The College Football Experience (@TCEonSGPN) on the Sports Gambling Podcast Network reacts to the news of former Tennessee Volunteers starting QB Nico Iamaleava leaving Knoxville for the UCLA Bruins. Pick Dundee aka (@TheColbyD) & Ryan McIntyre (@Moneyline_Mac) break down what they think of the move for both schools. Did Nico miss a golden opportunity to make more cash? Could this hurt his NFL Draft stock?What will the Tennessee Volunteers do to compensate for this loss? Did DeShaun Foster and the Bruins make out as the biggest winner here and what should we expect from UCLA in year 2 of the Foster era? We talk it all and more on this Nico Iamaleava to UCLA edition of The College Football Experience.01:09 Nico's Transfer to UCLA 02:23 Nico's Journey and Tennessee Fallout 02:46 Co-Host Introduction and Initial Reactions 05:00 Nico's Potential and UCLA's Future 06:07 Deshaun Foster's First Year at UCLA 07:57 Nico's NFL Prospects and UCLA's Schedule 13:54 Sponsorship Messages 17:33 Nico's Representation and Financial Decisions 20:20 UCLA's Upcoming Season and Expectations 25:40 Closing Remarks and Upcoming Episodes Exclusive SGPN Bonuses And Linkshttp://linktr.ee/sportsgamblingpodcastFollow The Sports Gambling Podcast X/Twitter - https://x.com/GamblingPodcastInstagram - https://www.instagram.com/sportsgamblingpodcastTikTok - https://www.tiktok.com/@gamblingpodcastFacebook - http://www.facebook.com/sportsgamblingpodcastFollow The Sports Gambling Podcast HostsSean Green - http://www.twitter.com/seantgreenRyan Kramer - http://www.twitter.com/kramercentricGambling problem? Call 1-800-GAMBLER CO, DC, IL, IN, LA, MD, MS, NJ, OH, PA, TN, VA, WV, WY Call 877-8-HOPENY or text HOPENY (467369) (NY) Call 1-800-327-5050 (MA)21+ to wager. Please Gamble Responsibly. Call 1-800-NEXT-STEP (AZ), 1-800-522-4700 (KS, NV), 1-800 BETS-OFF (IA), 1-800-270-7117 for confidential help (MI)
The College Football Experience (@TCEonSGPN) on the Sports Gambling Podcast Network reacts to the news of former Tennessee Volunteers starting QB Nico Iamaleava leaving Knoxville for the UCLA Bruins. Pick Dundee aka (@TheColbyD) & Ryan McIntyre (@Moneyline_Mac) break down what they think of the move for both schools. Did Nico miss a golden opportunity to make more cash? Could this hurt his NFL Draft stock?What will the Tennessee Volunteers do to compensate for this loss? Did DeShaun Foster and the Bruins make out as the biggest winner here and what should we expect from UCLA in year 2 of the Foster era? We talk it all and more on this Nico Iamaleava to UCLA edition of The College Football Experience. 01:09 Nico's Transfer to UCLA 02:23 Nico's Journey and Tennessee Fallout 02:46 Co-Host Introduction and Initial Reactions 05:00 Nico's Potential and UCLA's Future 06:07 Deshaun Foster's First Year at UCLA 07:57 Nico's NFL Prospects and UCLA's Schedule 13:54 Sponsorship Messages 17:33 Nico's Representation and Financial Decisions 20:20 UCLA's Upcoming Season and Expectations 25:40 Closing Remarks and Upcoming Episodes Exclusive SGPN Bonuses And Linkshttp://linktr.ee/sportsgamblingpodcastFollow The Sports Gambling Podcast X/Twitter - https://x.com/GamblingPodcastInstagram - https://www.instagram.com/sportsgamblingpodcastTikTok - https://www.tiktok.com/@gamblingpodcastFacebook - http://www.facebook.com/sportsgamblingpodcast Gambling problem? Call 1-800-GAMBLER CO, DC, IL, IN, LA, MD, MS, NJ, OH, PA, TN, VA, WV, WY Call 877-8-HOPENY or text HOPENY (467369) (NY) Call 1-800-327-5050 (MA)21+ to wager. Please Gamble Responsibly. Call 1-800-NEXT-STEP (AZ), 1-800-522-4700 (KS, NV), 1-800 BETS-OFF (IA), 1-800-270-7117 for confidential help (MI)
Financial decisions can bring extra stress to any farming operation. Knowing key strategies for making financially sound production decisions is a must. The Helena Credit Department and ProPartnersFinancial join this “FieldLink Podcast” episode to provide valuable insights to help your farming operation succeed. (00:49) Then, Jody Lawrence returns for another commodity market update. (29:28) Follow Helena Agri on social media to stay informed: Facebook: https://bit.ly/3pq8XVJ Instagram: https://bit.ly/347QAO8 X: https://bit.ly/3hwvWdG LinkedIn: https://bit.ly/3pwWLTh YouTube: https://bit.ly/35pLLQJ
Stephen Grootes speaks to Warren Ingram, financial advisor and Co-Founder of Galileo Capital, about how to make the right decisions to protect and grow your money in the midst of markets and politicians behaving badly The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.
After you listen:Listen to our episode "How Can You Build Your Pre-Retirement Checklist?"Read more on the topic in Rob Williams' article "The Most Important Ages of Retirement."Certain birthdays carry more financial weight than others. In this episode, Mark walks through the ages that matter most in retirement planning. From increased contribution limits to withdrawal requirements, he explains why these checkpoint dates are important and how they shape your options.Other resources mentioned in the episode: "Retirement topics—Required minimum distributions (RMDs)" from the IRS websiteSchwab Moneywise—Teaching KidsFinancial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve. Investing involves risk, including loss of principal. The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.0425-HKX0
In this episode of Retire with Style, Wade Pfau and Alex Murguia dive into the current market landscape and what it means for retirement planning. They highlight the importance of staying grounded during periods of volatility and how emotions can cloud financial judgment. Alex introduces the RAIN model—a practical framework to recognize and manage emotional responses—to help investors approach market uncertainty with mindfulness. Together, Wade and Alex unpack how psychological biases influence decision-making and why having a flexible, well-structured plan is key to weathering financial storms. The conversation also explores strategies for resetting your financial plan in response to market changes, including flexible spending approaches, safe withdrawal rates, and considerations around delaying Social Security. The takeaway? Long-term goals matter most—and with the right mindset and plan, you can navigate uncertainty with confidence. Takeaways Markets are currently down, prompting a need for better financial decisions. Emotional responses to market volatility can lead to poor decision-making. The RAIN model helps in recognizing and managing emotions during uncertainty. It's important to allow feelings of anxiety without acting on them. Investors should investigate their thoughts and biases during market downturns. Non-identification with emotions can lead to better decision-making. Market downturns can be beneficial for savers looking to buy at a discount. Resetting financial strategies is crucial during times of uncertainty. Long-term investment strategies should be prioritized over short-term reactions. Understanding one's retirement income style can impact decision-making during volatility. Maintaining flexibility in retirement spending is crucial. Market volatility can impact retirees differently based on their strategies. A diversified portfolio can help withstand market fluctuations. It's important to adapt your retirement strategy to your personal style. Delaying social security can lead to better long-term financial outcomes. Behavioral biases can hinder effective investing decisions. A financial plan provides a framework for making objective decisions. Backcasting helps in setting realistic financial goals. Understanding your future self can guide current financial decisions. Rules-based decision-making can mitigate emotional responses during market downturns. Chapters 00:00 Market Volatility and Its Implications 05:02 Understanding Emotional Responses to Market Changes 19:06 The RAIN Model: A Framework for Decision Making 22:54 Resetting Financial Strategies During Uncertainty 23:48 Navigating Market Volatility in Retirement 27:06 Preparing for Financial Decisions in Uncertain Times 28:30 Understanding Safe Withdrawal Rates 29:49 Addressing Behavioral Biases in Investing 32:41 The Importance of Financial Planning 39:16 Strategies for Delaying Social Security Links To continue today's conversation.. Join Retirement Researcher THIS Thursday 4/10/25 at 1PM ET for a timely webinar, hosted by Alex Murguia, Ph.D. called, "Making Smarter Financial Decisions in Volatile Markets". Register now at risaprofile.com/podcast If you haven't already, visit risaprofile.com/style to discover your Retirement Income Style by taking our RISA® questionnaire for free! The Retirement Planning Guidebook: 2nd Edition has just been updated for 2025! Visit your preferred book retailer or simply click here to order your copy today: https://www.wadepfau.com/books/ This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: In this episode of the 9innings Podcast, Kevin Thompson, founder of 9i Capital Group, and Joy Slabaugh MTax, MA, LACMH CFP®, explore the emotional and psychological dimensions of financial decision-making. Kevin shares a personal story about a client's emotional distress due to financial losses, emphasizing the importance of understanding clients' emotional experiences with money. Joy discusses her focus on the behavioral aspects of finance, highlighting how attitudes and beliefs about money impact happiness and financial decisions. The episode underscores the need for financial advisors to engage deeply with clients to foster better financial well-being. Joy's Background and Focus (00:03:34) Consumerism and Society (00:06:40) Client Case Study (00:08:29)Shifts in Client Behavior (00:11:12) Psychological Manipulation in Marketing (00:12:35) Approaching Financial Conversations (00:14:42) Emotional Responses in Decision-Making (00:16:28) Advisors' Growth Cycle (00:18:09) Importance of Emotional Relationships (00:22:02) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: https://www.facebook.com/MLB2CFP Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure
Stephen Grootes speaks to Andrew Davison, Head of Institutional Business at Old Mutual, about navigating pension challenges amidst economic uncertainty and market volatility. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.
"Can I set up a trust that incentivizes my heirs to make responsible financial decisions?" We're answering YOUR questions on this week's Get Ready For The Future Show! Can you tell me more about indexed universal life investments? Do we need a "spousal IRA" to keep our retirement savings on track? Why shouldn't I just simply pull from my 401(k) what I need to live on above my Social Security? And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com! Originally aired 4/2/2025 Disclosure: GenWealth Financial Advisors and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
Lisa Zeiderman is Managing Partner at Miller Zeiderman LLP, based in New York. A matrimonial attorney, CFL and Certified Divorce Financial Analyst, she regularly handles complex financial and custody divorce matters, litigation, as well as pre- and post-nuptial agreements for high-net-worth individuals.Lisa has received multiple awards recognizing outstanding client service and others that require peer review. She authors “Legal Matters: Understanding Mental Health Issues as They Apply to Divorce and Child Custody,” on Psychology Today, and co-hosts the Savvy Ladies podcast “The Power of the Ask.”Ashlynn, former cohost of the top 10 podcast "The Betrayed, The Addicted & The Expert," now host of "This Is Ashlynn," shares her journey and helps others find their path to healing. After navigating a public divorce that ended a 21-year marriage and impacted her business, she transformed her personal challenges into a mission to empower women. Through online groups and in-person retreats, she guides women in reclaiming their intuition, self-love, and personal power after experiencing self & relationship betrayal or divorce.As a mother of two teenage daughters and someone who has successfully rebuilt both her life and business, Ashlynn brings authentic experience to her work. She understands firsthand the journey of rediscovering self-trust and embracing one's full potential after years of dimming her light for others' acceptance. When she's not empowering women, you can find her hiking trails, roller skating, or dancing – activities that embody the joy and freedom she helps others rediscover. Find her at www.thisisashlynn.com & IG: @this.isAshlynn
On a scale of 1 to 10, how bad of a financial decision is it to buy a burrito with 'Buy Now, Pay Later'? In this fun episode, Art and Katie rate nine questionable financial decisions. Plus, they tackle a listener's question about whether to pay off debt before investing.Resources:8 Money MilestonesAsk a Money Question!
In this episode of the Sophisticatedly Ratchet Podcast, the Tribe dives headfirst into the tangled web of financial responsibility. Things heat up when listener Tasha writes about her financial drama, sparking a hilarious yet eye-opening debate on handling money in relationships. From breaking down whether your credit score says more about your wallet or your worth, to dissecting the eternal struggle between financial and emotional compatibility, the team leaves no stone unturned. Ever wondered if being financially savvy makes you sexier? Or if the breadwinner in a relationship should call the financial shots? These spicy conversations might just change how you see your bank account—and your boo. They don't stop there. Get ready for juicy personal stories, practical tips on navigating joint finances, and a deep dive into how gambling can wreck not just your savings but also your relationships. Add a few laugh-out-loud moments, relatable hypotheticals, and the Word of the Week segment, and you've got a packed episode full of gems. Tune in, get your money mindset right, and find out if love walks when money talks! We want to hear from you! Do you have a topic request, a question, or want to be a guest? Hit us up at SophisticatedlyRatchet(at)gmail.com LISTEN, FOLLOW, AND RATE
After you listen:Read Patrick's article, 7 Car Buying Mistakes That Could Cost YouIn this episode, Mark Riepe and Patrick Means explore the financial and behavioral aspects of car buying, including the biases that can cloud our judgment when making the decision. Their conversation covers practical advice on financing, maintenance, and the importance of research and preparation.Links mentioned in the episode: Kelley Blue BookEdmundsConsumer ReportsFinancial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Investing involves risk, including loss of principal.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.0325-C7C1
In this episode of the Personal Finance Podcast, we're going to talk about the seven most important financial decisions you will make in your lifetime. How Andrew Can Help You: Listen to The Business Show here. Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but realities. Enroll now and make this year count! Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Learn to invest by joining Index Fund Pro! This is Andrew's course teaching you how to invest! Watch The Master Money Youtube Channel! , Ask Andrew a question on Instagram or TikTok. Learn how to get out of Debt by joining our Free Course Leave Feedback or Episode Requests here. Car buying Calculator here Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast. Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at shopify.com/pfp Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn't affect your credit score. Get started at chime.com/ Thanks to Fundrise for Sponsoring the show! Invest in real estate going to fundrise.com/pfp Thanks to Policy Genius for Sponsoring the show! Go to policygenius.com to get your free life insurance quote. Go to joindeleteme.com/pfp20 for 20% off! Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance Turn your business dream into reality! Apply now at www.oneday.org/pfp Go to Acorns.com/pfp and start automating your investments and get a $5 bonus today! Delete Me: Use Promo Code PFP for 20% off! Links Mentioned in This Episode: 5 Personal Finance Conversations to Have Before Getting Married (And Why You Should Blow Money!) Retirement Account Loans, Strategies for Newlyweds, Accounts for Kids and More!- Rapid Fire Money Q&A The Ultimate Personal Finance Checklist for Newlyweds (and couples)! Connect With Andrew on Social Media: Instagram TikTok Twitter Master Money Website Master Money Youtube Channel Free Guides: The Stairway to Wealth: The Order of Operations for your Money How to Negotiate Your Salary The 75 Day Money Challenge Get out Of Debt Fast Take the Money Personality Quiz Learn more about your ad choices. Visit megaphone.fm/adchoices
Jeannie Dougherty is a money expert and mental fitness guide who can help you rewire your money brain and make your money work for you.In today's episode of Smashing the Plateau, you will learn how to break free from stressful money cycles and harness a positive money mindset.Jeannie and I discuss:The power of believing you are more than your money [00:00:24]Understanding the emotional aspects of financial decisions [00:03:03]The concept of the "money brain" and its impact on behavior [00:07:02]Practical steps to change your financial narrative [00:09:06]The importance of taking actionable steps to improve cash flow [00:10:28]Shattering your own glass ceiling in business [00:12:55]Building a supportive community for financial success [00:18:21]Jeannie's mission with the caregiver conference [00:20:43]Learn more about Jeannie at https://globalmoneycoach.com.Thank you to our sponsor:The Smashing the Plateau Community Subscribe today for insider access to focused strategy tips from our podcast guests – take the leap towards success with a simple click!
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How do you feel when it comes to the economy? On this episode, Suze responds to the fears you’ve been sharing with her and tells you what you need to do now, to prepare yourself for the future. Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.
What if the worst decision you ever made wasn't actually a mistake? The way we judge success is flawed—this episode unpacks why great leaders, from Napoleon to today's top entrepreneurs, make choices based on principle, not immediate results. If you've ever doubted yourself after a setback, this will change how you think about winning (and losing) forever.Enjoy the episode and check the links below for more info & ResourcesGet an inside look at how to get involved with The Wealthy Consultanthttps://wealthyconsultant.com/Our Monthly Printed Memos - Free Trialhttps://consultingmemo.com/optin-568134011666363883437See our Portfolio of Brands https://welchequities.com/OVERVIEW:(00:55) Napoleon's Bold Decisions(01:57) The Fear of Regression(03:34) Making Quality Choices(03:48) A Personal Story of Financial Decisions(05:24) Judging Choices by Their Quality, Not Outcomes
Have you ever faced a challenge and wondered—"Is this just a test to make me stronger, or is the universe telling me to back off?" It's not always easy to tell whether an obstacle is a growth opportunity or Spirit's way of redirecting you. In this episode, we're diving deep into how to trust your intuition and read the signs so you know whether to push through or pivot. But we're also bringing this into your money mindset. Sometimes, financial struggles are a sign to push past limiting beliefs, while other times, they're a signal to realign your energy. If you've been feeling blocked financially, this episode will help you tune into your intuition, shift your energy, and break free from scarcity thinking. Get your name on the Spiritual Life University Waitlist here so you can be the first to know when doors open! https://forms.gle/DHsUzpi9Z7NzEZ6T6 Become part of the VENTURE Here: subscribepage.io/freefridayreading Episode Takeaways: The FREE Spiritual AF Library is here (And you'll become part of our Venture!):The Spiritual AF Library (therealheatherdanielle.com) New link to my book, Anxiety to Angel here: https://amzn.to/4aNVL39 Be sure to SUBSCRIBE to this podcast so you don't miss out! Join us for Coffee & Cards for free mini readings every Sunday at 9AM EST. All readings and discussions presented in this podcast are for entertainment purposes only. The content shared does not serve as professional advice, and any predictions or insights provided should not be interpreted as factual, legal, or medical guidance. The opinions expressed are those of the host and guests and are not intended to diagnose, treat, or advise on any personal matters. By listening to this podcast, you agree to hold Heather Danielle and any associated parties harmless from any potential consequences related to the information shared. Please visit therealheatherdanielle.com for full disclaimers and further terms of use. Keep in touch! Connect With Heather Danielle Psychic Medium Website: https://therealheatherdanielle.com Facebook Page: https://www.facebook.com/riseintoyourpower Facebook Group: https://www.facebook.com/groups/riseintoyourpower Instagram: https://www.instagram.com/spiritual_af_heatherdanielle/ Email: info@therealheatherdanielle.com
In this episode of the Stuff About Money podcast, Erik and Xavier kick off this episode with a slightly humorous conversation about the unique way people from New Orleans speak—because if nothing else, in The Big Easy, they have their own way of doing things. But that same tendency to do things our way extends beyond language—it also applies to how we handle money. More specifically, how we don't handle it. That's right, this episode dives into the all-too-common habit of financial procrastination and why we keep telling ourselves, “I'll take care of it tomorrow.” Why do we put off saving for retirement, getting life insurance, or investing for the future? It turns out, human nature makes it easy to prioritize today's wants over tomorrow's needs. Erik and Xavier explore the psychology behind why we delay crucial financial decisions, touching on everything from marshmallow experiments to why our future selves feel like total strangers. They also break down practical ways to stop stalling and start acting—from automation to visualization and a little bit of accountability (actually, a lot of accountability). Lean into this conversation for a fresh perspective on making smarter financial choices—or at the very least, to expand your New Orleans vocabulary. Episode Highlights: Erik and Xavier discuss common New Orleans phrases and their connection to financial habits. (02:00) Xavier shares a powerful story about a client who delayed purchasing life insurance and faced devastating consequences. (04:32) Erik explains present bias, the tendency to prioritize immediate rewards over future financial security. (09:04) Xavier emphasizes the impact of procrastination on financial planning, especially for business owners. (10:05) Erik introduces the concept of future self-continuity, explaining how people struggle to identify with their future selves. (12:01) Xavier shares a story of a client who secured life insurance just in time, ensuring financial stability for their family. (19:09) Erik breaks down the cost of delaying financial decisions, from rising life insurance premiums to missed investment growth opportunities. (21:12) Xavier stresses the emotional impact of financial procrastination and how it leads to stress, shame, and regret. (27:01) Erik and Xavier outline strategies to overcome procrastination, including visualization, automation, simplification, and accountability. (31:06) Key Quotes: “We're paying for something today, robbing ourselves from the future for something that we consumed yesterday.” - Erik Garcia, CFP®, BFA “We all understand what we need to do, what we're not doing, what we know we need to do, and we're ashamed because we're not following through.” - Xavier Angel, CFP®, ChFC, CLTC “If we can connect our present self to our future self. That's going to help us make more intentional decisions for, uh, for tomorrow.” - Erik Garcia, CFP®, BFA Resources Mentioned: Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors