Podcasts about financial decisions

How do you prepare for life's biggest transitions —the moments when emotions collide with financial realities? In this empowering conversation, Dr. Felecia Froe sits down with Jennifer Lee, AIF®, AWMA®, founder of Modern Wealth and author of Squeeze the Juice: Live With Purpose, Then Leave a Legacy. With over 26 years of experience helping clients through divorce, loss, and retirement, Jennifer brings heart and strategy to the financial planning process. She shares why money is simply a tool, how to build trusted relationships with advisors before a crisis strikes, and why every family should write a "Love Letter," a simple yet powerful way to communicate values and ensure peace of mind for loved ones.   This episode serves as a reminder that true wealth isn't just about numbers; it's about clarity, connection, and living a life that feels as good as it looks.   00:00 Intro 07:10 Jennifer's Money Story and Early Influences 13:02 Transitioning to Modern Wealth 18:29 Navigating Financial Transitions 25:12 Writing a Family Love Letter 27:00 Money Management Roles in Families 27:24 Starting Conversations About Money 27:53 Personal Money Stories 29:15 Financial Education and Misconceptions 30:43 Advising Clients on Financial Decisions 42:09 How Financial Advisors Make Money 46:33 About the Book: Squeeze the Juice   Connect with Jennifer! Website: https://modern-wealth.com/ Book: https://squeezethejuicebook.com/ Facebook: Facebook.com/ModernWealthInvest LinkedIn:  https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56 Instagram:  Instagram.com/modernwealthloveletter/ YouTube:https://www.youtube.com/@modern-wealth7014  

How do you prepare for life's biggest transitions —the moments when emotions collide with financial realities? In this empowering conversation, Dr. Felecia Froe sits down with Jennifer Lee, AIF®, AWMA®, founder of Modern Wealth and author of Squeeze the Juice: Live With Purpose, Then Leave a Legacy. With over 26 years of experience helping clients through divorce, loss, and retirement, Jennifer brings heart and strategy to the financial planning process. She shares why money is simply a tool, how to build trusted relationships with advisors before a crisis strikes, and why every family should write a "Love Letter," a simple yet powerful way to communicate values and ensure peace of mind for loved ones.   This episode serves as a reminder that true wealth isn't just about numbers; it's about clarity, connection, and living a life that feels as good as it looks.   00:00 Intro 07:10 Jennifer's Money Story and Early Influences 13:02 Transitioning to Modern Wealth 18:29 Navigating Financial Transitions 25:12 Writing a Family Love Letter 27:00 Money Management Roles in Families 27:24 Starting Conversations About Money 27:53 Personal Money Stories 29:15 Financial Education and Misconceptions 30:43 Advising Clients on Financial Decisions 42:09 How Financial Advisors Make Money 46:33 About the Book: Squeeze the Juice   Connect with Jennifer! Website: https://modern-wealth.com/ Book: https://squeezethejuicebook.com/ Facebook: Facebook.com/ModernWealthInvest LinkedIn:  https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56 Instagram:  Instagram.com/modernwealthloveletter/ YouTube:https://www.youtube.com/@modern-wealth7014  

Summary In this episode, Doug Bennett interviews Steve Clout, who shares his 37-year journey of financial planning, retirement, and personal growth. Steve discusses his transition to retirement at age 60, the psychological shifts involved, and the importance of having a plan for income after work. He reflects on his career achievements, financial decisions, and the impact of life events on his goals. Additionally, Steve shares his advocacy for plant-based living and animal rights, emphasizing the importance of purpose and passion in life after retirement. The China Study Takeaways Retirement planning requires a thoughtful approach. The psychological shift from earning to spending can be challenging. Creating a regular income stream is crucial in retirement. Setting clear goals helps in achieving financial stability. Life events can significantly impact financial decisions. Transitioning to a plant-based diet can be life-changing. Advocacy for animal rights can become a new passion. It's important to maintain a sense of purpose after retirement. Financial decisions should align with long-term goals. Understanding the implications of pensions is essential. Sound Bites "I retired at 60 with a plan." "You need to create regular income." "I had a goal to stay alive." Chapters 00:00 Introduction to a 37-Year Journey 02:28 Transitioning to Retirement 05:20 Financial Planning and Pensions 08:09 Psychological Shifts in Retirement 10:52 Embracing Change and Goal Setting 13:42 Financial Decisions and Investments 24:34 Navigating Health Challenges and Insurance Claims 28:25 Setting Goals for Life and Health 29:40 Transitioning to a Plant-Based Lifestyle 35:18 The Ethics of Animal Consumption 38:39 Finding Purpose Beyond Work 41:20 Strategic Financial Planning and Goals VALUABLE RESOURCES Website: http://dougbennett.co.uk Email: doug@dougbennett.co.uk LinkedIn: https://www.linkedin.com/in/financialdoug Download Your "Ten-Step Guide To Financial Freedom" Here: https://bit.ly/Struggle-Success BOOKS: Goals Do Come True is available to buy on Amazon: https://amzn.to/3phcy6Z Think Simple, Win Big is available to buy on Amazon: https://www.amazon.co.uk/Think-Simple-Win-Big-Business Enjoy, and come back for the latest podcast each Wednesday. Thank you for listening.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Derek Hagen, author and Director of Education and Communication at Money Quotient, about the connection between life, psychology, and financial planning. Derek breaks down why money alone doesn't create fulfillment—and how aligning your financial strategy with purpose, values, and clear goals creates real impact.Key Takeaways:

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 

Mansi Zaveri, Founder of Kidsstoppress, chats with single parent Swati Chopra, Entertainment Editor, The Quint & Founder of the Single Parents Community. They talk about*The decision to separate*What got Swati Chopra through this tough phase of separation after marriage*Challenges of being a single parent*Her bond with her son*Financial advice to anyone separating or going through a rough patch*Her relationship with her ex-partnerand so much more. It's a conversation that gave us goosebumps & had us watching till the end. Don't miss it!Watch The Full Episode Here - https://youtu.be/B4Y10o51rdgSupport the show

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Send me a text! (I might answer you in an episode) Where is the line drawn between using "common sense" and trusting God completely? How can we know if we're doing too much of one or the other? That's what we're gonna talk about on this episode!Mentioned in the Episode:Money Anxiety & Your Thought Life: 5 Days to Peace 

In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how sketches can spark more meaningful money conversations. For full show notes, see kitces.com and thesocietyofadvice.com.

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.  One of the most common ways I see people lose their wealth is by letting their ego drive their financial decisions. They reach a certain level of success, start spending like everyone around them. Suddenly, it's not enough to fly first class—they're chartering private jets. They're buying exotic cars and massive homes, financed with debt.

Making financial decisions is an everyday task that all business owners and C-suite leaders must take on. Since this is usually an overwhelming and complicated task, the right professional assistance must be secured. Jack McCullough sits down with his third non-CFO guest who offers exactly that: the COO and co-founder of LiveFlow, Anita Koimur. Together, they discuss the immense help of financial automation platforms in managing your numbers way more easily. Anita also explains how making the right decisions regarding your money leads to better team management, a more cohesive work culture, and easier prioritization of your customers' needs.

In this week's WealthTalk, Christian Rodwell and founder Kevin Whelan tackle the growing anxiety among UK business owners and investors as the autumn budget looms and economic headlines fuel uncertainty. They explore why fear-driven, knee-jerk financial decisions can be so damaging—and how to reframe your approach to build lasting, recurring income streams. The conversation covers government policy changes, inheritance tax, business succession, and practical steps to regain control, supported by real-life member stories and actionable advice. Key Topics Covered1. Current Economic Uncertainty & Its ImpactHeadlines are driving fear: budget rumours, slow property sales, and pension changes.Small business owners and savers are reacting to speculation, sometimes making rushed decisions.Older generations are increasingly turning to “buy now, pay later”—a worrying trend.2. The Danger of Knee-Jerk ReactionsKevin and Christian discuss how fear leads to poor decisions: raiding pensions early, panic property sales, or taking on short-term debt.Government policy changes often create uncertainty, leading to hasty moves that can undermine years of planning.“You don't plan your pension in a vacuum—you plan for a lifetime and a legacy.”3. Tax & Inheritance Changes: What You Need to KnowUpcoming changes to business succession tax: from April 2026, only the first £1m passed to the next generation will be tax-free (down from unlimited).Inheritance tax allowance has been frozen since 2009, dragging more people into the tax net.Unmarried individuals and those without children face additional challenges.4. Why Building Wealth is About Long-Term PlanningThe WealthBuilders approach: focus on building assets and recurring income, not just reacting to market or policy shifts.“Certainty comes from recurring income streams, not from activity or fear.”Importance of running a “family wealth business” alongside your main business.5. Member Success Story: John's JourneyJohn, a business owner, shares how WealthBuilders helped him move from feeling trapped to seeing a clear path to financial security.Building wealth outside the business creates options and security, even if business income fluctuates.6. Practical Steps to Regain ControlTake stock of your assets—many are under-leveraged.Reduce taxes and fees: review income tax, corporation tax, CGT, inheritance tax, and hidden financial fees.Consolidate pensions, update your will, and collect all key documents.WealthBuilders is developing a secure digital vault for document and asset tracking.7. The Power of Community & Trusted GuidanceDon't make decisions in isolation—seek advice from trusted communities, mentors, or professionals.Avoid taking guidance from social media or generic AI responses; your situation is unique.WealthBuilders' supportive community and expert network are there to help.Actionable TakeawaysPause Before Acting: Give yourself time to research and seek advice before making big financial decisions.Focus on Recurring Income: Build multiple streams of recurring income to create true financial security.Plan for the Long Term: Don't let short-term headlines derail your wealth-building journey.Get Organised: Consolidate pensions, update your will, and keep records secure for your family's future.Join a Community: Leverage the support and experience of others—don't go it alone.Final ThoughtsDon't let fear or headlines dictate your financial future. Build a system of assets that funds your lifestyle, and you'll always have control—no matter what changes come your way. Stay tuned for our post-budget episode and more practical guides to help you on your journey.Resources & Next StepsBook a Call: Visit wealthbuilders.co.uk and click the big red button to schedule a chat with the team.Trustpilot Reviews: Read real member stories and see the impact of WealthBuilders' step-by-step approach.Upcoming Guides: Look out for the new Inheritance Tax Guide and post-budget analysis—join the waitlist via the website.Connect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

Tomi Lahren is joined by finance pro and co-host of PBD Podcast, Adam Sosnick, to break America's terrible financial habits. From the crumbling housing market to Gen Z's biggest money mistakes, no topic is off the table. Plus, the ultimate question… is it better to look rich or actually be wealthy? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3297: Daniella breaks down the key differences between banks and credit unions, highlighting how each serves customers differently in terms of fees, interest rates, accessibility, and customer service. By weighing the pros and cons, she helps you decide which type of financial institution aligns best with your lifestyle, whether you value personal connection, convenience, or digital tools. Read along with the original article(s) here: https://iliketodabble.com/credit-unions-vs-banks/ Quotes to ponder: “The biggest difference between a bank and a credit union is that banks are for-profit institutions and credit unions are not-for-profit institutions.” “You'll definitely get more bang for your buck when you choose a credit union.” “If you like checking your balance online or transferring money from your phone, a bank might be a better option than a credit union.” Episode references: FDIC: https://www.fdic.gov NCUA: https://ncua.gov Credit Union National Association: https://www.cuna.org Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3297: Daniella breaks down the key differences between banks and credit unions, highlighting how each serves customers differently in terms of fees, interest rates, accessibility, and customer service. By weighing the pros and cons, she helps you decide which type of financial institution aligns best with your lifestyle, whether you value personal connection, convenience, or digital tools. Read along with the original article(s) here: https://iliketodabble.com/credit-unions-vs-banks/ Quotes to ponder: “The biggest difference between a bank and a credit union is that banks are for-profit institutions and credit unions are not-for-profit institutions.” “You'll definitely get more bang for your buck when you choose a credit union.” “If you like checking your balance online or transferring money from your phone, a bank might be a better option than a credit union.” Episode references: FDIC: https://www.fdic.gov NCUA: https://ncua.gov Credit Union National Association: https://www.cuna.org Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3297: Daniella breaks down the key differences between banks and credit unions, highlighting how each serves customers differently in terms of fees, interest rates, accessibility, and customer service. By weighing the pros and cons, she helps you decide which type of financial institution aligns best with your lifestyle, whether you value personal connection, convenience, or digital tools. Read along with the original article(s) here: https://iliketodabble.com/credit-unions-vs-banks/ Quotes to ponder: “The biggest difference between a bank and a credit union is that banks are for-profit institutions and credit unions are not-for-profit institutions.” “You'll definitely get more bang for your buck when you choose a credit union.” “If you like checking your balance online or transferring money from your phone, a bank might be a better option than a credit union.” Episode references: FDIC: https://www.fdic.gov NCUA: https://ncua.gov Credit Union National Association: https://www.cuna.org Learn more about your ad choices. Visit megaphone.fm/adchoices

New research suggests a link between senior victims of financial crimes and their brain health. University of Southern California brain health researcher Duke Han discovered that poor financial decisions can be one of the earliest signs of dementia or Alzheimer’s disease. Han analyzed the brains of 18- to 94-year-olds and found a significant thinning in areas of the brain used for critical thinking in those 60 and older. “What’s interesting is that this is in older adults who are not showing significant signs of cognitive impairment or memory problems,” Han said. In this episode of “Muthaship,” Han explains the warning signs, risk factors, and exercises seniors can do to keep their brains healthy.

We’ve all heard HECS is a deal-breaker for your borrowing capacity… but is it really the villain it's made out to be? We’ve got the tea on how much your HECS actually matters when you’re trying to get a loan... and let’s just say, the maths might surprise you. And because Fridays love a little family drama, we’re also talking about the stress of parents making very questionable financial moves. Do you bite your tongue, or pull out the calculator and stage an intervention? We’ve got thoughts. Plus, the classics: money wins worth stealing, broke tips that actually deliver, and a sprinkle of financial chaos to make you feel seen. Ready for more laughs, lessons, and unhinged money chats? Check out our oh-so-bingeable Friday Drinks playlist. Listen here. Join our 300K+ She's on the Money community in our Facebook Group and on Instagram. Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements. The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.See omnystudio.com/listener for privacy information.

Masterclass on smarter financial decisions during economic pressures with Standard Bank Private Relebogile Mabotja speaks with Mothusi Dire, Senior Manager of National Internal Sales at Standard Bank, to unpack how rising interest rates, inflation, and a volatile rand are prompting many consumers to rethink their spending habits particularly when it comes to high-value purchases like vehicles. The conversation explores how South Africans are adapting and making smarter financial decisions in response to ongoing economic pressures. 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc 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/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3285: Jeff Rose outlines why life insurance can be a smart move for young adults, even those without dependents. With low premiums and future-proofing benefits, early coverage can protect your loved ones from financial burdens and lock in cheaper rates before age or health changes make it more costly. Read along with the original article(s) here: https://www.goodfinancialcents.com/life-insurance-for-young-adults/ Quotes to ponder: "Life insurance is very inexpensive, and even if you took out a small $50,000 to $100,000 policy, you would be paying less than 2 value meals at McDonald's a month for coverage." "If you want to save money on your monthly premiums, spend a couple months improving your health." "The younger you are, the lower your costs are going to be in paying for your life insurance." Episode references: Payable on Death (POD) Account Explanation: https://www.investopedia.com/terms/p/payableondeath.asp Learn more about your ad choices. Visit megaphone.fm/adchoices

Motheo Khoaripe speaks to Morne Wilken, CEO of Hyprop Properties, and Raj Nana, CFO of Attacq, about their respective REITs’ strong annual performances, driven by strategic growth in retail and flagship developments like Waterfall City. In other interviews, John Manyike, Head of Financial Education at Old Mutual, talks about the significance of customary marriages in South African heritage and explores their financial and legal implications. 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.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3285: Jeff Rose outlines why life insurance can be a smart move for young adults, even those without dependents. With low premiums and future-proofing benefits, early coverage can protect your loved ones from financial burdens and lock in cheaper rates before age or health changes make it more costly. Read along with the original article(s) here: https://www.goodfinancialcents.com/life-insurance-for-young-adults/ Quotes to ponder: "Life insurance is very inexpensive, and even if you took out a small $50,000 to $100,000 policy, you would be paying less than 2 value meals at McDonald's a month for coverage." "If you want to save money on your monthly premiums, spend a couple months improving your health." "The younger you are, the lower your costs are going to be in paying for your life insurance." Episode references: Payable on Death (POD) Account Explanation: https://www.investopedia.com/terms/p/payableondeath.asp Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3285: Jeff Rose outlines why life insurance can be a smart move for young adults, even those without dependents. With low premiums and future-proofing benefits, early coverage can protect your loved ones from financial burdens and lock in cheaper rates before age or health changes make it more costly. Read along with the original article(s) here: https://www.goodfinancialcents.com/life-insurance-for-young-adults/ Quotes to ponder: "Life insurance is very inexpensive, and even if you took out a small $50,000 to $100,000 policy, you would be paying less than 2 value meals at McDonald's a month for coverage." "If you want to save money on your monthly premiums, spend a couple months improving your health." "The younger you are, the lower your costs are going to be in paying for your life insurance." Episode references: Payable on Death (POD) Account Explanation: https://www.investopedia.com/terms/p/payableondeath.asp Learn more about your ad choices. Visit megaphone.fm/adchoices

Motheo Khoaripe speaks to John Manyike, Head of Financial Education at Old Mutual, about the significance of customary marriages in South African heritage, exploring their financial and legal implications. 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.

Why do so many of us struggle to follow through on the money habits we know are important? In this episode, Melissa Joy, CFP®, explores the psychology behind three common money behaviors:Overspending – from emotional triggers to lifestyle creep and comparison cultureUndersaving – how present bias and scarcity mindset can sabotage long-term planningFreezing – the shame and avoidance that keep us from making financial decisions at allMelissa shares relatable examples and practical strategies to break free from these cycles. From setting up automatic savings, to creating “fun money” categories in your budget, to celebrating small wins, she explains how incremental progress can rewire your money story.Resources & Mentions:The Geometry of Wealth by Brian PortnoyThe Psychology of Money by Morgan HouselThe Behavioral Investor by Daniel CrosbyIf you've ever felt stuck or ashamed about money, this episode will help you move forward with more self-compassion, awareness, and action.The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...

Stephen Grootes speaks to Warren Ingram, financial adviser and co-founder of Galileo Capital, about the reasons why so many high-income earners at times have no savings. 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/@CapeTalk567See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Warren Ingram, financial adviser and co-founder of Galileo Capital, about the reasons why so many high-income earners at times have no savings. 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/@CapeTalk567See omnystudio.com/listener for privacy information.

B”H This episode is brought to you by The Zionista Project. Check out the collection and join the community of proud zionistas at thezionistaproject.org. Get Yael's 10-Day Marriage Reset HERE. In this episode of Ask Yael, Jewish Money Matters Podcast Host, Yael Trusch answers a listener who's looking for her opinion on bitcoin. Also, a […] The post 448: Ask Yael — He wants her to work and make money, but not to have a say on financial decisions appeared first on Yael Trusch.

Welcome to Casual Fridays #3 with our guest today Matt from Slabnomics.Find out more about Slabnomics at: https://www.instagram.com/slabnomics/Great deals on Soccer Card boxes at https://soccercardsunited.com/You can find Soccer Cards United: On Instagram: https://www.instagram.com/soccercardsunited/On Twitter: https://twitter.com/SoccerCardsUTDAnd wherever you get podcasts: https://podfollow.com/soccer-cards-unitedYour questions, comments and suggestions could and probably will be featured on the show if you reach out to us! Please rate and review the podcast on Apple Podcasts or out loud on the street to passers-by. The music for the show is: Modern Jazz Samba by Kevin MacLeod Link: https://incompetech.filmmusic.io/song/4063-modern-jazz-samba License: http://creativecommons.org/licenses#soccercards #tradingcards #thehobby #soccercards

Stephen Grootes speaks to Sikonathi Mantshantsha, Journalist at News24 Investigations, about the suspension of GPAA CEO Kedibone Madiehe amid allegations of procurement misconduct and the appointment of Job Stadi Mngomezulu as acting CEO to ensure continuity and stability in the administration of government pensions. In other interviews, Warren Ingram, Co-Founder of Galileo Capital, talks about navigating the complexities of retirement planning, particularly the crucial decision of choosing between a variable income and a guaranteed income for life from retirement investments. 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, Co-Founder of Galileo Capital, about navigating the complexities of retirement planning, particularly the crucial decision of choosing between a variable income and a guaranteed income for life from retirement investments. 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 speaks to Warren Ingram, Co-Founder of Galileo Capital, about navigating the complexities of retirement planning, particularly the crucial decision of choosing between a variable income and a guaranteed income for life from retirement investments. 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 enlightening discussion, I sit down with Tim Jack Adams, the founder of Green X7, to explore the concept of personal well-being and the metaphorical "battery" that reflects our life's energy and purpose. Tim shares his compelling journey from a dive master to a wellness expert, motivated by personal tragedies and a passion for nature. They delve into the practical steps and philosophical shifts necessary to lead a life that is both fulfilling and sustainable. What You'll Learn: The Importance of Purpose: Discover why defining the 'why' behind your actions is crucial for long-term well-being and satisfaction. Personal Battery Concept: Learn how to gauge your life’s energy with Tim Jack Adams' personal battery check – a simple tool to measure well-being across eight areas of life. Practical Interventions for Well-being: Gain insights into 'Green X7', a framework combining movement, connection, and nature to boost mental and physical health. The Role of Ego: Understand how ego can be a barrier to true happiness and why letting go of materialistic pursuits can lead to a more meaningful life. Addressing Loneliness: Examine the critical impact of relationships and belonging on subjective well-being and overall life satisfaction. Empowerment Through Simplicity: Explore how small, intentional actions can lead to significant improvements in mental health. Key Takeaways: Understanding and living your purpose can redirect your life towards a path of genuine happiness and fulfillment. Wellness isn't just about relaxation; it’s about active recovery that rejuvenates both body and mind. Simplifying life by living within your means can provide the freedom and time necessary to pursue passions and family connections. Embracing vulnerability and sharing personal struggles can improve emotional health and build stronger relationships. Regular assessment of your well-being can proactively prevent burnout and sustain energy levels. Community and connection are vital for mental health; engaging with nature and others can significantly enhance well-being. Resources: Explore Green X7's comprehensive wellness tools on their website. Stay connected with Tim Jack Adams for more insights into fostering sustainable well-being and leadership. If you find these insights valuable, consider sharing this post to inspire and support others in their journey of personal growth and fulfillment. Instagram:Greenx7 Tim's Book: Energised Support the Podcast: If you found this episode valuable, please consider subscribing to our podcast and leaving a review. Your feedback helps us continue bringing important conversations like these to a wider audience. 00:48 Tim's Early Adventures and Career Beginnings 03:12 Tragic Loss and Emotional Awakening 04:11 The Birth of Water Sports Guru 04:34 Discovering the Power of Nature 06:02 The Concept of Personal Battery 07:38 Childhood and Emotional Resilience 09:48 The Importance of Wellbeing 14:20 Living Within Your Means 16:53 The Problem with Modern Life 19:05 The Benefits of Earthing 25:11 Finding Purpose and Recharging Your Battery 30:35 The Role of Money in Happiness 31:13 Living Within Your Means 32:07 The Importance of Purpose 32:28 Ego and Financial Decisions 33:29 Balancing Work and Personal Life 34:20 The Cost of Overworking 36:13 Quality of Relationships and Wellbeing 37:42 Men and Loneliness 39:04 Challenges Faced by Middle-Aged Men 40:33 The Importance of Talking About Problems 44:03 Teaching the Next Generation 44:40 Creating Value, Meaning, and Belonging 47:30 The Green X Seven Framework 51:58 Advice for Single Parents 52:15 The Power of Small IntentionsSee omnystudio.com/listener for privacy information.

Market swings don't just test your portfolio; they test your emotions. How you react can determine the difference between long-term success and costly mistakes.In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa discuss how emotions influence financial decision-making and why mastering them is crucial to achieving investment success. As human beings, we're wired to feel fear, excitement, greed, pride, and anxiety—but when those emotions drive market moves, they can sabotage even the best strategies.Paul and Jordan share lessons from 2025's market volatility, explain how to identify your emotional triggers, and outline ways to maintain a “state of prepared readiness.” From prepping yourself for downturns to distinguishing between self-worth and net worth, this conversation provides practical tools to keep your plan—and your mindset—on track. In this episode:●     Fear, greed, guilt, pride, and envy are natural—but dangerous—in investing.●     A resilient portfolio can help you stay calm during downturns.●     Preconditioning for volatility builds confidence and clarity.●     Your self-worth should never be tied to your net worth.●     A trusted financial advisor can act as a “referee” for emotionally charged decisions.If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970 Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970 The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

Americans say it takes more money to feel financiallycomfortable now than it did a year ago, according to a survey by Charles Schwaband The Globe and Mail. Nearly half (48%) of those surveyed reported that theyare either already financially comfortable or are on track to achieve thatstatus. A quarter (25%) believe that achieving financial comfort is possible,but it will require changes in their lifestyle. In terms of wealth, a third (35%) of Americans think theyare either on track to be wealthy or already are, while a quarter (26%) feelthat they can reach wealth but will need to make significant lifestyleadjustments. Overall, achieving financial comfort and wealth issignificantly more attainable for individuals who identify as savers,investors, and planners. Andrew Gold, Vice President of Wealth and Tax Strategyat Prestige Wealth Management in Southlake, TX, specializes in helpingindividuals take control of their finances, grow their wealth, and retain moreof what they earn through strategic tax planning, smart deductions, and realestate insights. One of the main reasons I entered this profession is due toan experience I had at a young age. After receiving an insurance check from ahit-and-run accident, I sought advice on how to manage the money responsiblyfor long-term wealth. To my surprise, no one wanted to work with me because Iwas too young and didn't have enough money. I faced two choices: work hard andblindly save until I had enough to earn someone's attention, or work hard,save, and learn from the ground up on my own. By age 24, as a husband and afather to a one-year-old, I took a leap of faith and left a comfortable job infinance, choosing to cut my pay in half to pursue a career sharingwealth-building strategies, trading techniques, and real estate tips that I hadlearned along the way. Today, with my third child on the way, I have experience ininvestments across businesses and real estate. I dedicate my time to helpingothers grow and diversify their wealth through proven strategies and thoughtfultax planning. Facebook: @PrestigeWealthMgmt - Andrew Gold  For more information: https://www.pwealthmgmt.com/  

Navigate the shifting landscape of today's economy in this episode of the Money Matters Podcast with Wes Moss and Jeff Lloyd. Get clear, timely conversations on the trends, policies, and market forces shaping your wallet, your investments, and your financial decisions—without the noise or jargon. • Examine how signs of a cooling job market could influence interest rates and financial planning considerations. • Review the ongoing reliability of Bureau of Labor Statistics (BLS) job reports, noting that while methodologies can evolve, the agency remains a trusted source for employment data. • Explore the rapid expansion of gig and part-time work and how it challenges long-standing measures of labor market health. • Track how labor market changes ripple through inflation, wage trends, and the Federal Reserve's approach to interest rates. • Unpack the implications of new global tariffs, including exemptions benefiting U.S.-based manufacturing, and why companies like Apple may be committing major investments domestically. • Discuss how a more balanced labor market could ease wage inflation pressures and influence future Fed decisions on rate adjustments. • Analyze the growing role of artificial intelligence and automation in reshaping entry-level job opportunities and long-term career paths. • Review recent shifts in mortgage rates, including recent declines, and how they may impact affordability for buyers and homeowners. • Compare unemployment rates between the broader workforce and recent college graduates entering the job market. • Highlight how college tuition growth continues to outpace general inflation, reinforcing the importance of planning ahead for education expenses. • Identify key financial milestones—such as paying off a mortgage or funding a child's education—that may signal greater financial readiness for retirement. • Reaffirm the value of multi-asset class income investing and how diversified, steadily growing income streams can possibly help maintain purchasing power over time. Press play and get the context you need to approach your financial journey with clarity. Listen and subscribe to the Money Matters Podcast today so you never miss a conversation that matters.

On Georgetown University's McDonough School of Business Week: Can algorithms be used to eliminate implicit biases in financial decisions? Francesco D'Acunto, Clark Chair in Global Real Estate and Provost Distinguished professor of finance, determines the possibilities. Francesco D'Acunto is the A. James Clark Chair in Global Real Estate and Provost Distinguished Associate Professor of Finance […]

In this episode of Breaking Math, Dr. Noah Giansiracusa discusses his book 'Robin Hood Math', emphasizing the importance of mathematical literacy in navigating an algorithm-driven world. He explores how math can empower everyday people, the writing process behind his book, and practical applications of math in daily life, including social media algorithms and financial decisions. The conversation highlights the simplicity of the math that truly matters and encourages listeners to reclaim agency through understanding mathematics.Takeaways Math is a powerful tool that can empower individuals. The concept of Robin Hood Math aims to redistribute mathematical knowledge. Mathematical literacy is becoming as essential as reading. Algorithms are deeply embedded in our daily lives, influencing decisions. Understanding expected value can improve decision-making. Averaging guesses can lead to better predictions. Social media algorithms prioritize engagement, affecting content visibility. Credit scores are calculated using weighted sums of various factors. Many important mathematical concepts are simpler than they appear. Mathematical literacy can help close equity gaps in society.Chapters 00:00 Monetizing Social Media for Educators 02:25 The Birth of Robin Hood Math 05:18 Empowering the Everyday Person with Math 08:01 The Writing Process and Surprising Discoveries 10:37 Practical Math Lessons for Everyday Life 13:22 Understanding Algorithms in Social Media 21:56 Understanding Engagement Algorithms 24:28 The Impact of Mathematics on Financial Decisions 29:54 Empowering Through Mathematical Literacy 32:23 Exploring Key Themes in MathematicsFollow Noah on Twitter, BlueSky, Instagram, LinkedIn and on his WebsiteSubscribe to Breaking Math wherever you get your podcasts.Become a patron of Breaking Math for as little as a buck a monthFollow Breaking Math on Twitter, Instagram, LinkedIn, Website, YouTube, TikTokFollow Autumn on Twitter and InstagramBecome a guest hereemail: breakingmathpodcast@gmail.com

Apparently, psychological influences and biases affect the financial behaviors of investors and markets, revealing that people often make irrational choices driven by emotion and mental shortcuts rather than strict logic and rationality. Today's Stocks & Topics: PRHSX - T Rowe Price Health Sciences Fund, CWT - California Water Service Group, Market Wrap, Understanding Behavioral Finance: How Psychology Shapes Financial Decisions, UNM - Unum Group, IAU - iShares Gold Trust, After Hours Trading, Gross Domestic Product (GDP), Reverse Stock Split, NOTE – Fiscal Note Holdings Inc., KNSL - Kinsale Capital Group Inc, US Companies Borrowing Cost, SNY - Sanofi ADR.Our Sponsors:* Check out Avocado Green Mattress: https://avocadogreenmattress.com* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Mint Mobile: https://mintmobile.com/INVESTTALK* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

Stephen Grootes speaks to Mpumi Zikalala, CEO of Kumba Iron Ore, about the company’s flat half-year profit despite a 3% rise in sales. She explains the impact of weaker iron ore prices, higher costs, and logistics challenges, and outlines Kumba’s strategy to maintain value in a tough market. In other interviews, Warren Ingram, Co-Founder of Galileo Capital, about how Trump’s new trade deals, rising US debt and shifting economic policies could impact your investment portfolio. 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.

In this episode of Money & Meaning, host Jeff Bernier welcomes Neil Bage, co-founder of Shaping Wealth, for a wide-ranging conversation on the human side of financial decision-making. They explore how neuroscience, behavioral science, and the pursuit of “funded contentment” intersect in personal finance. Neil shares his journey, the mission of Shaping Wealth, and frameworks like Ikigai to help individuals live more meaningful financial lives. A must-listen for advisors and investors alike addressing life's transitions.   Topics covered: Neil Bage's career path from sports science to behavioral finance The founding and mission of Shaping Wealth The concept of “funded contentment” and what it means in practice How neuroscience supports the pursuit of a meaningful life The Japanese concept of Ikigai and its application in discovering purpose Why the human brain is poorly equipped for modern financial decision-making Behavioral tendencies and the challenges of delayed gratification The dangers of overstimulation and decision overload Misconceptions about “irrational” investor behavior The powerful role of financial advisors in reducing cognitive stress Brain scan research that validates the benefits of quality advice The emotional and relational value of guidance in uncertain markets Useful Links: Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/ Neil Bage on LinkedIn: https://uk.linkedin.com/in/neilbage Shaping Wealth: https://www.shapingwealth.com/ TandemGrowth Financial Advisors: https://www.tandemgrowth.com/

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3214: Wanderer challenges the conventional wisdom of using debt to invest, especially when buying a home. Drawing on lessons from the 2008 financial crisis, he argues that paying cash for a modest house can safeguard your portfolio, protect you from forced asset sales during downturns, and help avoid overextending on housing costs. Read along with the original article(s) here: https://www.millennial-revolution.com/invest/workshop-invest/investment-workshop-39-investing-debt/ Quotes to ponder: "Home equity is dead money. And it will remain dead money that you can't access until you sell the damned house." "When financial companies run into trouble, it's entirely in their right to call whatever debt they have and force you to pay it off immediately." "That's why I'd pay with cash. It avoids debt which would force you to sell your portfolio at a loss if a crisis happens, and it keeps you from buying too much house." Episode references: Root of Good: https://rootofgood.com Learn more about your ad choices. Visit megaphone.fm/adchoices

One wrong turn can cost a marathon runner the race. And one wrong financial decision can cost you years of hard work. I've learned the sometimes the most valuable thing a financial planner can do is help you avoid the BIG mistake at a crucial decision point.

Are you unknowingly sabotaging your financial future? In this episode, Kris Krohn exposes the common money mistakes even smart people make—like being too cheap or spending too much in the wrong areas. Learn how to make smarter financial choices, build wealth faster, and stop letting poor money habits hold you back.

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