Podcasts about financial decisions

Send us Fan MailThis week we're sitting down with Bari Tessler, a Financial Therapist and a pioneer in the Financial Therapy field. She has a Masters degree in Somatic Psychology from Naropa University, 1998. She then ran a bookkeeping business for therapists and artists. In 2001, she merged all her training and created a somatic-based Financial Therapy methodology that she has been teaching for 24 years. She is also the founder of The Art of Money, a financial therapy program and a Mentor Program for therapists, coaches and financial professionals.Bari breaks down why 90% of our money decisions are based on emotions, not logic, and what to actually do about it. She shares her signature Body Check-In tool, why couples fight about money even when everything else is great, and how to start having real money conversations with your partner without it turning into World War III at the kitchen table.Bari's reminder is that the way you were raised to think about money shapes every financial decision you make today. Join us for next week's Money Talks, we're digging into money stories, emotional patterns around spending and saving, and how to rewrite the ones that aren't working for you. Click here to register for FREE and bring your questions!  Follow & connect with Bari Tessler:WebsiteInstagram LinkedIn Facebook Want to take this conversation one step further? Join us for our next Money Talks, a free 30 minute live session where we'll dig into a question we hear all the time from women business owners: Budgeting for Businesses to Offer Benefits. Click here to register for FREE and bring your questions! Follow & connect with us!Website Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeReddit ResourcesHave questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here!...

Most people assume investment returns are the biggest factor in building wealth, but the reality is often much different. In this episode, we explore the financial decisions that can have an even greater impact on long-term success, including saving habits, spending choices, tax planning, risk management, and retirement income strategies. You'll learn why strong financial outcomes are usually driven by consistent, repeatable decisions rather than finding the perfect investment. We also discuss how emotions and behavior can quietly undermine even the best portfolios, and what you can do to stay focused on what you can control. If you've ever wondered whether financial planning is about more than just investment performance, this conversation will help put returns in their proper perspective.

In this episode of Treasury Leaders, host Jan-Willem Attevelt, Co-founder of Automation Boutique, talks with Nikos Polymenakos, Director of Treasury at Delta Foods SA, about the evolving role of treasury in modern business, the lessons learned from Greece's financial crisis, and why treasury teams must move beyond operational tasks to become strategic business partners.Nikos shares how his unconventional path into finance shaped his perspective on treasury as a discipline rooted in business understanding, relationships, and creativity rather than pure mathematics. Drawing from his experience leading treasury and finance responsibilities across a decentralised FMCG group, he explains why cash flow visibility, liquidity management, and strategic forecasting are essential for sustainable growth.Whether you are focused on liquidity management, treasury transformation, forecasting, or the future of digital finance, this episode offers practical insights into how treasury leaders can create long-term strategic value for their organisations.What You'll Learn in This Episode• Why treasury teams must understand the full business, not just finance• How Greece's financial crisis reshaped treasury and liquidity management• The role of trade finance and cash flow forecasting in supporting growth• Why AI in treasury depends on strong data foundations and human judgement• How stablecoins and blockchain could reduce friction in global paymentsEpisode Breakdown with Timestamps[00:00] – Nikos' Journey into Treasury and Business Leadership[05:36] – Lessons from Greece's Financial Crisis and Liquidity Management[14:27] – Trade Finance and Unlocking Working Capital[19:14] – Implementing a Treasury Management System Across Subsidiaries[24:12] – Building a 13-Week Rolling Cash Flow Forecast[28:20] – AI in Treasury and the Importance of Clean Data[35:34] – Stablecoins, Blockchain, and the Future of Payments[48:56] – Why Treasurers Must Become Strategic LeadersFollow Our Guest Nikos Polymenakos:LinkedIn: https://www.linkedin.com/in/nikos-polymenakos-8993551b/Delta Foods: https://www.linkedin.com/company/delta-foods-sa/Follow Treasury Leaders:Website: https://corporate-treasury-101.com/LinkedIn: https://www.linkedin.com/company/treasury-leaders/Follow Our Hosts:Hussam Ali on LinkedIn: https://www.linkedin.com/in/hussam-r-ali/Guillaume Jouvencel on LinkedIn: https://www.linkedin.com/in/guillaume-jouvencel/Jan-Willem Attevelt on LinkedIn: https://www.linkedin.com/in/attevelt/Philip Costa Hibberd on LinkedIn: https://www.linkedin.com/in/philip-costa-hibberd/GHA Marketing Website: https://ghapodcast.com/Automation Boutique Website: https://automationboutique.com/ ----------------------------------------------------------------------- Get $100 off any AFP product, including their CTP Exam Prep Platform, using our discount code! Find this and More on our partner's pagehttps://corporate-treasury-101.com/partners-page/

In this episode of Real Money, Real Experts, hosts Rachael DeLeon and Brandy Baxter sit down with Jack Howard, Head of Money Wellness at Ally, to discuss the evolving landscape of financial wellness and the critical role that mindset, values, and personal experiences play in shaping financial behaviors.Drawing from both her personal and professional journey, Jack shares how her passion for financial education led her to develop innovative approaches that go beyond traditional financial literacy. The conversation explores the concept of "money roots"—the beliefs, experiences, and narratives that influence our financial decisions—as well as the impact of financial trauma, scarcity, and anxiety on long-term financial well-being.Listeners will gain insight into how understanding their money story, aligning financial decisions with personal values, and approaching money with greater self-awareness can lead to healthier financial habits and a more fulfilling relationship with money. The episode also examines how financial institutions and financial professionals are increasingly embracing a more human-centered approach to financial education and counseling.Show Notes:02:27 Jack Howard's personal finance journey: From student debt to money wellness leadership05:11 A day in the life of Ally's Head of Money Wellness06:40 Why financial success is about more than financial skills08:54 Overview of Ally's Money Roots program10:56 Understanding money mindset, money stories, and personal values12:33 How a trauma-informed approach changes financial conversations14:14 Addressing shame, judgment, and fear around money15:07 Common money mindset challenges: scarcity, anxiety, and avoidance18:13 Breaking down barriers: How financial professionals can build trust19:06 The power of vulnerability in financial education and counseling20:22 The future of financial wellness and human-centered banking21:51 Jack's 2 CentsShow Note Links:Connect with Jack on Instagram!Connect with Ally Bank on Instagram!Connect with Ally Bank on X!Connect with Ally Bank on Linkedin!Want to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today!Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

Are small financial decisions quietly turning into bigger problems over time? In this episode from this past weekend’s radio show, Mike Douglas discusses why retirement planning isn’t just about markets, but about life changes, priorities, and preparation. The conversation covers addressing issues early, building a plan for different “seasons” of retirement, and balancing saving with meaningful spending. Mike also highlights how fear can shape decisions and why having a structured, adaptable plan helps bring clarity to income, expenses, and long-term goals. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

In the opening episode of The Psychology of Money series, Erik Garcia, CFP®, ChFC®, BFA™ and Dr. Matt Morris, LMFT explore one of the most overlooked drivers of financial success: mindset. Long before people learn how to invest, budget, or build wealth, they develop internal “money scripts” — subconscious beliefs shaped by childhood experiences, family dynamics, culture, and personal history. Together, Erik and Matt unpack how these invisible beliefs influence everything from spending habits and lifestyle expectations to fear, scarcity, ambition, and financial anxiety. Through relatable stories, humor, and real-world examples, they explain why wealth-building is often less about intelligence and more about the mental filters through which we interpret money. The episode challenges listeners to begin identifying the stories they carry about money — and whether those stories are helping or hurting their future. Episode Highlights: Erik explains how mindset functions as a constant background filter for the way people think about and approach money. (03:00) Dr. Matt discusses how scarcity mindset surfaces in couples when partners feel they will never have enough or get ahead. (08:50) Building awareness and changing behavior are the keys to rewiring a money mindset. (14:40) Erik shares how the most valuable client conversations focus on mindset and behavior rather than technical financial advice. (16:50) Dr. Matt shares a starting point for exploring money scripts by reflecting on what a family communicated about money. (18:20) Key Quotes: "Building wealth, having financial success has as much to do with behavior, with managing emotions, all that psychology stuff than it does with the technical stuff about money" - Erik Garcia, CFP®, ChFC®, BFA™ "There's a script running in the background. We don't just act rationally with money. We are acting out a story about our beliefs about money." - Dr. Matt Morris, LMFT "We're using mindset and script synonymously, so take time to understand your money scripts. They probably came from your family of origin, so take some time. If you have a spouse, take some time to understand theirs also." - Dr. Matt Morris, LMFT Resources Mentioned: Dr. Matt Morris, LMFT Matt Morris & Associates Erik Garcia, CFP®, ChFC®, BFA™ Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

Every collector talks about value.But what happens when the card means more to you than the market says it should?In this flagship episode, Brett explores one of the hardest truths in collecting:Can collectors ever fully separate emotional attachment from financial decision making?This conversation digs into the tension between memory and money. Between identity and allocation. Between the card you want and the story you tell yourself about why you want it.Brett breaks down:• Why ownership changes how we value cards• The role identity plays in collecting• How emotional attachment impacts buying and selling• Why collectors blur the line between investment and personal collection• The danger of unexamined emotion• A system to help collectors make cleaner decisions without losing the passion that makes the hobby matterThis is not an episode about removing emotion from collecting.It's about understanding it before it controls you.If you've ever overpaid for a card because it felt important…Held onto something longer than you should have…Or convinced yourself a purchase was “smart” when it was really personal…Check out the awesome software that InfernoRed Technology can build for you.Check out the Northeast Sports Card Expo in Marlborough, Mass June 26-28, 2026Sign up for Hobby Jobs and The Weekly Rip for freeGet your free copy of Collecting For Keeps: Finding Meaning In A Hobby Built On HypeStart your 7 day free trial of Stacking Slabs Patreon Today[Distributed on Sunday] Sign up for the Stacking Slabs Weekly Rip Newsletter using this linkFollow Stacking Slabs: | Twitter | Instagram | Facebook | Tiktok ★ Support this podcast on Patreon ★

In this week's episode of Built For Life Not Just Wealth, Ryan Burklo delves into the intriguing concept of time risk in the realm of wealth building. He emphasizes that financial decisions are, at their core, decisions about time. Throughout the discussion, Ryan explores strategies to optimize control over one's time, highlighting the importance of proactive rather than reactive decision-making. He provides insights into aligning financial choices with personal goals, ultimately guiding listeners toward building a life that reflects their true aspirations and values.   Check out our website:  https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo   #BuiltForLifeNotJustWealth #wealth #timerisk #financialplanning #controlovertime #lifestyle #investmentstrategy #financialindependence   Key Topics Time risk in wealth building The true goal of money is control over time Common mistakes in financial decision-making The importance of flexibility and long-term thinking Building a life aligned with personal goals   Chapters 00:00 The Value of Time in Wealth Building 02:52 Understanding Time Risk and Financial Decisions 05:58 Building a Life of Freedom and Optionality

In 10 Years You Will Either Thank Yourself or Regret This MomentAre you making the most important financial decisions of your life right now without even realising it?Most millennials are. The choices you make this week, this month, this year are compounding quietly in the background. And in 10 years you are either going to thank yourself or be absolutely gutted.In this episode Myles gets personal. The flat that his friends thought was borderline insane. The Range Rover conversation that changed how he thinks about money. And why the uncomfortable choices he made in his late 20s are the reason he has the freedom he has now.In this episode:Why the people around you on Instagram, in your friendship group are quietly pulling you in the wrong financial direction without even meaning toA very personal story about the choices Miles and his wife made that looked wrong to everyone around them and what those choices look like 10 years laterThe mindset shift that separates people who build real freedom from people who wonder where the money went and where Bitcoin fits into thatIf you've got questions and don't really have anyone to talk to about Bitcoin...-- Book a free call: [LINK] -- Follow Myles on Instagram: [LINK] -- Check My Personal Website: [LINK]Most people around you - family, friends, colleagues - don't really get it yet. And the internet is full of hype merchants who just want your attention.Book a free call with Myles. It's a genuine conversation, not a sales pitch. No agenda, no pressure - just a calm 15 minutes to talk through where you are and how to think about this properly.You can a Book a call with Myles here with this link. No Sell. Totally free. Secure your Bitcoin properly I came across MicroSeed because I was looking for a simple way to back up a seed phrase properly. Something small, discreet, and durable without needing loads of extra kit. Most options felt overcomplicated or a bit clunky. This didn't.It's a solid, no-nonsense way to secure your Bitcoin and actually take self-custody seriously.If that's something you've been meaning to sort out, you can check out MicroSeed and use code MYLES for a discount from https://microseed.io/shop/Hit follow, so you never miss the latest in...

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WSU Financial Decisions & Budget Cuts bonus 1290 Wed, 06 May 2026 12:36:17 +0000 LzLXSotY1VdmddgyZVroorV41CBVK9MG sports Sports Daily sports WSU Financial Decisions & Budget Cuts Wichita's popular morning local sports talk radio show is Sports Daily with Jacob Albracht and Tommy Castor. Listen live M-F 7a-11a on KFH! 2024 © 2021 Audacy, Inc. Sports False https://player.amperwavepodcasting.com?feed-link=https

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit After working inside the financials of hundreds of businesses, Steve says the difference between the ones that grow and the ones that stay stuck almost never comes down to talent, market conditions, or even strategy.It comes down to habits. Specific, repeatable habits around how owners and their teams use financial information to make decisions.In this episode Steve walks through exactly what those habits are and why most business owners are missing at least one of them without even knowing it._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

Retirement rarely follows a straight line, and the biggest threats often arrive without warning. This episode explores common retirement disruptions, including health changes, loss of a spouse, market volatility, and rising healthcare costs. The conversation breaks down why planning for a single, best-case scenario can leave gaps and how stress testing different possibilities can reveal blind spots. The hosts also examine alternatives to traditional long‑term care insurance, the trade‑offs of hybrid solutions, and what the NFL Draft can teach us about avoiding small decisions that create long‑term consequences. It’s a wide-ranging discussion focused on preparing for change and understanding how retirement plans need to adapt as life evolves. About America's Retirement Headquarters: We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement so that you can enjoy financial confidence and peace of mind. Visit Us: 1700 Woodlands Drive, Maumee, OH 43537 Call Us: 419-794-3030See omnystudio.com/listener for privacy information.

In this engaging episode of the Uncommon Wealth Podcast, host Philip Ramsey delves into a deeply personal and often overlooked aspect of financial planning: the emotional weight of financial decisions. With his signature blend of insights and warmth, Philip unpacks why finances can feel so heavy and how a financial advisor's role is critical in alleviating that burden.Navigating financial decisions is not just about the numbers; it's an emotional journey fraught with fear, guilt, and familial pressures. Philip Ramsey explores how financial stress can distort decision-making by creating a scarcity mindset, which often overemphasizes worst-case scenarios. His approach at Uncommon Wealth Partners emphasizes clarity, community, and humility—the keys to overcoming the emotional stress tied to financial choices.The episode further shines a light on the empowering process of defining personal success. Philip discusses the importance of having a community to provide feedback on financial choices, aligning them with personal goals. He recounts his experiences, including an upcoming client meeting, where he addresses how defining and achieving unconventional success brings peace and clarity amidst financially heavy decisions. Philip wraps up by encouraging listeners to seek guidance and lean on supportive networks when facing daunting financial decisions.Key Takeaways: Financial decisions often carry significant emotional weight beyond just monetary concerns. A financial advisor can provide clarity and confidence by helping clients navigate their financial goals. Embracing a mindset of abundance over scarcity encourages healthier decision-making. Surrounding yourself with a supportive community can help maintain clarity and focus on personal success. Humility in seeking guidance and accepting that not all decisions will be perfect is essential.Notable Quotes: "Money decisions are rarely just about the money." "Financial stress can distort decision making." "Clarity, community, and humility to know that we're probably going to screw up." "Your financial decisions do carry a heavy emotional weight."

Episode SummaryWith Mother's Day right around the corner, this episode highlights an important—and often overlooked—reality in financial planning: too many women are still taking a back seat when it comes to managing their financial future.Drawing from real client experiences, this episode explores why financial planning works best when both partners are actively involved, and why it's especially critical for women to engage in the process.From differences in financial goals and investment behavior to the long-term impact of widowhood and divorce, this conversation makes a compelling case for shared financial decision-making—and the risks of sitting on the sidelines.What You'll LearnWhy financial planning is more effective when both partners participateCommon differences in how men and women approach investingHow misaligned goals (even in something like vacations) reflect deeper planning gapsThe financial realities women often face after divorce or widowhoodWhy women tend to outperform men as investorsThe risks of deferring financial decisions to a spouseKey TakeawaysFinancial planning is not a “set it and forget it” process—especially for couplesWomen are statistically more likely to experience the long-term outcomes of financial decisionsBeing uninvolved in financial planning can lead to costly consequencesWomen often bring discipline, patience, and better long-term behavior to investingShared planning leads to better alignment, better decisions, and better outcomesTips, Tricks & StrategiesWant to get more involved in your financial life? Start here:Attend financial meetingsBe present in conversations with your financial advisor. If you don't have one, consider working with a professional.Build your financial knowledgeListen to podcasts, watch videos, or read about personal finance. The basics are more approachable than you think.Run a “what if” scenarioIf you had to take over all financial responsibilities tomorrow, would you be ready? Know your accounts, contacts, and plan.Notable Stats from the EpisodeWomen often experience a larger drop in income after divorce than menWomen tend to live longer, making long-term planning even more criticalA significant percentage of women defer financial decisions to their spouseStudies show women often outperform men in investing due to more disciplined behaviorFinal ThoughtA better life is the result of better planning—and better planning requires participation. If you're not at the table, it's time to pull up a chair.ReferencesDo women live longer than men in the US? | USAFactsThe Economic Consequences of Gray Divorce for Women and MenWomen Are Strong Savers. So, Why Do Their Balances Often Lag Behind?Women Put Financial Security at Risk by Deferring Long-term Financial Decisions to Spouses

Troy Johnston brings deep operator experience to Stackeasy, shaped by building and exiting eCommerce and SaaS businesses. As co-founder of Seller Tools and an advisor with Carbon6, he understands where businesses lose time and how automation unlocks scale. At Stackeasy, Troy focuses on simplifying operations through practical AI solutions that improve efficiency, decision-making, and growth. His experience with Neon Pulse further strengthens his ability to identify meaningful applications of emerging technology. Rather than chasing hype, Troy emphasizes real-world impact—helping businesses implement automation that drives measurable results. Together, Troy and Stackeasy reflect a modern approach to building lean, scalable companies powered by AI. During the show we discuss: How to move beyond just getting funding and actually manage it for growth The biggest mistakes entrepreneurs make when handling multiple credit cards and 0% APR offers A breakdown of how to optimize credit lines, rewards, and balance transfers How automation and AI can help you track and manage funding without the chaos Strategies to increase cash flow and liquidity using existing credit How to turn funding into real investments and scalable opportunities Why most business owners lack systems—and how to build a smarter funding strategy A look at the future of business finance through automation-driven decision making Resources: https://www.stackeasy.ai/ 

In this episode, Travis is joined by his producer Eric for a candid and entertaining conversation about taxes, refunds, and the realities of earning more money. From the benefits of hiring a CPA to debates around flat taxes and government policy, they break down complex financial topics in a relatable way—while sharing personal experiences and insights that highlight how everyday earners can better navigate the system. On this episode we talk about: Why hiring a CPA becomes essential as your income streams grow How tax systems work (and why they feel overly complicated) The debate between flat tax vs. progressive tax structures Recent increases in average tax refunds and what's driving them How most people are using their tax refunds (and what they should do instead) Top 3 Takeaways As your income becomes more complex (side hustles, business income, 1099s), a CPA can save you significantly more than they cost. The tax system can unintentionally discourage earning more due to higher marginal rates and complexity—understanding how brackets actually work is key. Most people use tax refunds to pay off debt or save, but proactively managing taxes year-round is more powerful than relying on a refund. Notable Quotes "When you start making more money, a CPA is worth their weight in gold." "Anything that disincentivizes growth and betterment seems like a strange system." "Money only solves your money problems—but it's easier to solve the rest with money in the bank." Connect with Travis: - LinkedIN: https://www.linkedin.com/in/travischappell/- Instagram: https://instagram.com/travischappell- Website: https://travischappell.com  Travis Makes Money is made possible by High Level – the All-In-One Sales & Marketing Platform built for agencies, by an agency.  Capture leads, nurture them, and close more deals—all from one powerful platform.  Get an extended free trial at gohighlevel.com/travis Learn more about your ad choices. Visit megaphone.fm/adchoices

No advisor, no spreadsheet, no perfect plan can replace trusting yourself. With money, with risk, with the decisions that actually shape your life. And when things don't go as planned, the question is whether you'll still have your own back. Libby Clark has spent her career inside those moments. Strategic advisor, attorney, former COO, she's the person leaders call when the pressure is high and the path forward isn't clear. But before any of that, she was a kid watching her single mother stretch very little into something that felt like enough. And the money lesson that stuck wasn't about saving or investing. It was a question that became a filter for every decision she would ever make: what does my dollar mean to me? Not what looks right. Not what everyone else is doing. What does it mean to you. In this conversation with host Syama Bunten, Libby traces how that question followed her through a career built in high stakes rooms, through divorce, through real estate gambles she made on the spot, and through the moments where listening to herself turned out to be the only advice worth taking. She also names something most financial conversations skip entirely. It's not the bad investment that stops people. It's the voice that shows up afterward. How you talk to yourself on the day something doesn't go the way you planned is where financial confidence actually lives or dies. This episode is part of the larger conversation Syama is building at Wealth Catalyst, salons and summits where women speak candidly about money, risk, and the choices that shape a life. If that kind of room is calling you, find a salon near you or join the Wealth Catalyst Summit in New York on May 14.   Episode Breakdown: 00:00 High-Stakes Decisions, Money Questions, and Working With Advisors 05:06 Single Mom Money Lessons and Intentional Spending 08:23 Trusting Intuition and the First Full-Body Yes 11:50 Cancer, College Pivots, and Financial Resilience 15:38 New Zealand, Autonomy, and Leadership That Changed Everything 23:44 Why Libby Clark Chose Law and the Architecture of Power 36:54 Financial Autonomy, Intentional Spending, and Real Estate Investing 42:52 Self-Trust, Fear of Failure, and Confident Financial Decisions 50:38 Why Founders Need Integrated Advice in High-Pressure Moments 57:45 Loyalty to Yourself and Brave Money Decisions Connect with Libby Clark: Website: Visit the Libby Clark Law website LinkedIn: Connect with Libby on LinkedIn Find more from Syama Bunten: Attend a Salon near you: wealthcatalyst.com/salons Instagram: Follow Syama on Instagram Join Syama's Substack: Join Syama's Substack Website: Visit the Wealth Catalyst website Download Syama's Free Resources: Download Syama's Free Resources Learn About Wealth Catalyst Summit Events: Wealth Catalyst Summit Website: Visit Syama's website Big Delta Capital: Visit the Big Delta Capital website Podcast production and show notes provided by HiveCast.fm

Your 50s and early 60s are one of the most important financial transition periods.In this episode, Miguel Gonzalez highlights five key financial decisions to revisit before retirement — from evaluating your savings progress and maximizing catch-up contributions to reviewing your investment strategy, planning for healthcare costs, and refining your retirement timeline. Small adjustments during this stage can have a meaningful impact on your long-term financial future.Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.#RetirementPlanning #PreRetirement #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #RetirementPrepWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

Global events move fast—but financial reactions move faster. This episode with JoePat Roop examines how geopolitical headlines influence markets, emotions, and investor behavior. The conversation separates short-term noise from long-term fundamentals, unpacking why reacting to fear can create bigger problems than volatility itself. It’s a timely look at staying grounded when the news cycle feels overwhelming. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Switchfoot lead singer, Jon Foreman sits down with Bobby to talk about how close the band came to breaking up before “Meant to Live” became the song that changed everything. He opens up about the uncertain early years, the pressure of trying to keep the band together, and what it was like getting dropped when it felt like things were finally starting to move. Jon also shares some of the bad financial decisions they made along the way, what those mistakes taught him, and how those tough moments ended up shaping the future of the band. It’s a real conversation about setbacks, survival, and the twists that almost kept one of Switchfoot’s biggest songs from ever happening. Watch The BobbyCast on Netflix! Follow on Instagram: @TheBobbyCast Follow on TikTok: @TheBobbyCastSee omnystudio.com/listener for privacy information.

Most PT practice owners aren't struggling because they don't work hard… they're struggling because they're making the wrong financial decisions. In this episode, Brian sits down with Julie Harris from Green Oak Accounting to break down the 6 financial decisions that separate average practices from the top 10%. This isn't about complicated accounting talk. This is about how you actually manage your money as an owner — how you think about taxes, how you pay yourself, how you protect your business, and how you stop leaving money on the table. They dive into the difference between tax prep and tax planning, when an S-Corp actually makes sense, how to structure your income the right way, and why most owners wait too long to make financial decisions that could completely change their outcome. You'll also learn how to build real financial stability with cash reserves, lines of credit, and better cash flow systems — so you're not reacting when problems hit, you're prepared for them. If you want more control, more clarity, and more profit in your practice… this is where it starts. ⸻ Connect with Julie Harris & Green Oak Accounting If you want help getting your finances, taxes, and cash flow dialed in the right way, you can connect with Julie and her team here: Schedule a free consultation: https://www.greenoakaccounting.com/consultation Facebook: https://www.facebook.com/greenoakacct Instagram: https://instagram.com/greenoakacct

❓ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Have a money question? Ask Ramsey is here to help.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

In this episode of Built For Life Not Just Wealth, Ryan Burklo and Alex Collins explore the concept of the 'invisible guest' in decision-making, especially around finances, and how subconscious influences shape our financial behaviors. They discuss how to identify these influences, align your values, and create a financial plan that reflects your true desires.   Check out our website:  https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo #BuiltForLifeNotJustWealth #financialplanning #invisibleguesttheory #subconsciousinfluences #retirement #moneymindset #values #financialdecision-making #behavioralfinance #lifevision #emotionalinfluences  Takeaways Many high-net-worth individuals feel uneasy despite financial success Our childhood and experiences program our money beliefs Identifying the 'invisible guest' helps in making better financial decisions Aligning your financial plan with your core values reduces stress and increases satisfaction Understanding the emotional influences on money can lead to more freedom and flexibility in life Chapters 00:00 Understanding Financial Unease 05:45 Money Mindsets and Their Origins 11:49 Identifying the Invisible Guest 17:52 Taking Action: Steps to Financial Clarity    

Episode Summary Building wealth isn't just about choosing the right investment—it's about having the right framework for decision-making. In this episode, Gary Pinkerton and Jaden Zubal explore the financial operating system that helps investors align their money with their goals, avoid common cognitive biases, and build wealth with greater clarity and control. They dive into the Hierarchy of Wealth, a framework that balances control and risk across different asset types. By understanding how assets fit within this hierarchy—from highly controlled assets like cash and insurance to more speculative investments—investors can build a financial structure designed to last for decades. The conversation also addresses a surprising truth: even smart, educated people make poor financial decisions. Cognitive biases, social pressure, and increasingly AI-driven information can push investors toward choices that feel good in the moment but undermine long-term goals. By applying the 4-3-2-1 framework, investors can filter decisions through purpose, strategy, and systems thinking—creating a financial life that supports both security and freedom. Links & Resources Connect with Gary Pinkerton https://www.paradigmlife.net/  gpinkerton@paradigmlife.net https://garypinkerton.com/  https://clientportal.paradigmlife.net/WealthView360  Jaden is a colleague and fellow Wealth Strategist at Paradigm Life.  Find out more at: Jaden Zubal - Paradigm Life Home | Jaden Zubal jzubal@paradigmlife.net Keywords Financial framework Hierarchy of wealth Financial decision making Wealth strategy Passive income Real estate investing Financial independence Systems thinking Cognitive bias AI and investing Wealth building strategy Financial planning frameworks Purpose-driven wealth Asset allocation strategy Risk vs control investing Episode Highlights 00:32:39–33:02 - Frameworks help investors filter opportunities and avoid distractions 33:02–34:47 - Why financial advisors and clients often have conflicting goals 34:47–35:26 - The concept behind the "Die With Zero" philosophy 35:26–36:05 - The uncertainty of lifespan and why retirement planning is complex 36:05–36:31 - Introducing the Hierarchy of Wealth framework 36:31–37:15 - Why frameworks guide decisions but don't make decisions 37:15–38:12 - Control vs risk as the foundation of the hierarchy 38:12–39:08 - Using the framework to evaluate financial decisions 39:08–39:54 - Ideal allocations across different wealth tiers 39:54–40:34 - Direct ownership vs passive investments 40:34–41:11 - How the same asset can fall into different tiers 41:11–41:56 - Why direct real estate ownership offers greater control 41:56–42:46 - Real estate as a long-term wealth protection strategy 42:46–43:42 - Leveraging professionals and advisors when entering real estate 43:42–44:42 - Comparing wealth allocation strategies with family offices and institutions 44:42–45:46 - How banks structure assets and liquidity 45:46–46:23 - Why intelligent people still make poor financial decisions 46:23–47:17 - Cognitive bias and the role of AI in modern decision making 47:17–48:49 - How AI can reinforce personal bias 48:49–49:52 - Awareness of bias as the first step to avoiding mistakes 49:52–50:28 - Status quo bias and why people rarely adjust retirement accounts 50:28–51:13 - Overconfidence and its impact on investing 51:13–52:11 - Systems thinking and using the 4-3-2-1 framework to guide decisions

In this episode, Michael Haslam and Brian Edwards discuss why your legacy deserves the same level of professional coordination as a successful business or a championship sports team. For too long, families have suffered from a "fragmented team" approach, where CPAs, attorneys, and financial advisors operate in silos, leading to missed opportunities and millions in overpaid taxes. Michael and Brian explain that the family office model is no longer only for the ultra-wealthy; by combining all of your tax and financial information under one roof, you ensure every professional is working from the same playbook. That's why we introduced the Legacy Office—a strategy that has been very successful with our clients by providing the high-level synergy and CEO-style oversight needed to protect and grow a lasting legacy.

When land becomes available — whether for purchase or rent — farmers often have to make decisions quickly. But making the wrong decision on a parcel can cost years of profitability. In this What's Working in Ag segment, Tanner sits down with Daniel English, General Manager of FBN Financial, to talk about tools that help farmers evaluate land opportunities faster and make smarter financial decisions. Daniel has been with Farmers Business Network (FBN) for more than eight years and oversees the company's lending, brokerage, and risk management groups. We discuss AcreVision, a digital tool designed to help farmers evaluate potential farmland quickly by providing insights such as: • Cropping history • Percent of tillable acres • Soil types and productivity • Field-level data to support fast decision-making Instead of relying solely on coffee shop rumors or secondhand information, farmers can quickly verify whether a piece of land fits their operation and budget. We also talk about how FBN Finance helps streamline the lending process with: • Digital pre-qualification tools • Experienced loan advisors with 15+ years in ag finance • Faster approval timelines • Flexible loan structures tailored to farm operations The conversation also touches on current interest rate trends and how refinancing opportunities could help farmers reduce borrowing costs. With tighter margins across agriculture, lowering interest costs can be one of the few financial decisions that directly improves the bottom line without adding risk. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

PODCAST recorded 3/18/26 Investment Advisor, JB Bryan talks ... A structured approach to Financial Decisions. Key ways to make better choices. Let's talk about smart daily habits and identify any emotional triggers.  AfroEconomics LIVE! #JBBRYAN  To request a complimentary consultation call 1-844-JBBRYAN. Powered by JB Bryan Financial Group, Inc., A Registered Investment Advisory Firm - The Home of AfroEconomics. Established 1995. www.AfroEconomics.com  www.JBBRYAN.com Email: jb@jbbryan.com

Aubrey Masango hosts Dr Frank Magwegwe, Faculty Member at GIBS to discuss how you can make best financial decisions amid uncertainty. Tags: 702, Aubrey Masango show, Aubrey Masango, Bra Aubrey, Dr Frank Magwegwe, Inflation, Petrol price, Geopolitics The Aubrey Masango Show is presented by late night radio broadcaster Aubrey Masango. Aubrey hosts in-depth interviews on controversial political issues and chats to experts offering life advice and guidance in areas of psychology, personal finance and more. All Aubrey’s interviews are podcasted for you to catch-up and listen. Thank you for listening to this podcast from The Aubrey Masango Show. Listen live on weekdays between 20:00 and 24:00 (SA Time) to The Aubrey Masango Show broadcast on 702 https://buff.ly/gk3y0Kj and on CapeTalk between 20:00 and 21:00 (SA Time) https://buff.ly/NnFM3Nk Find out more about the show here https://buff.ly/lzyKCv0 and get all the catch-up podcasts https://buff.ly/rT6znsn Subscribe to the 702 and CapeTalk Daily and Weekly Newsletters https://buff.ly/v5mfet 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 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/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

In this episode of The Speed of Culture, recorded live at CES in Las Vegas, Matt Britton sits down with Natasha Madan, Head of Marketing at Intuit Credit Karma. Natasha shares how Credit Karma is evolving from a credit score provider into a personalized financial assistant powered by AI and 70,000+ data points. The conversation explores democratized creativity in the AI era, financial literacy in the age of “FinTok,” Gen Z acquisition strategy, and how trust, personalization, and human intelligence will define the next phase of financial services.Follow Suzy on Twitter: @AskSuzyBizFollow Natasha Madan on LinkedInSubscribe to The Speed of Culture on your favorite podcast platform.And if you have a question or suggestions for the show, send us an email at suzy@suzy.com Hosted on Acast. See acast.com/privacy for more information.

Mike Switzer interviews Gyles Laney Headley, a certified financial planner with Jeter Hrubala Wealth Strategies in Isle of Palms, SC.

In this episode, Rob and Jackson explore a Monograph from the CCPS - How Business Financial Decisions Impact Process Safety Performance.  They discuss the importance of senior executives using a proper approach to risk assessment when it comes to making financial decisions that could impact process safety, and why it is vital to consider not only the financial impact of a potential incident, but also the risk to reputation, the future of the company, and human life.Want to learn more about using bowties to manage risk? Check out episode 39 here!

With the Oscars just around the corner, Matt, Jake, and Christine borrow a page from Rotten Tomatoes to rate some of the most common financial decisions dentists make. From 401(k)s and brokerage accounts to the often-overlooked importance of bookkeeping and financial organization, they break down which strategies actually hold up over time. They also dive into big-picture business decisions facing practice owners today, including marketing investments, expansion opportunities, DSOs, and the pros and cons of owning your practice building. Which financial strategies are fresh and which ones do we think deserve a thumbs-down? Listen to find out! Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

Despite having a finance degree and achieving early success, Dave Ramsey experienced bankruptcy. Forced to rebuild from zero, he turned to timeless financial principles that not only restored his wealth but also helped him build a business that serves millions on their journey to financial freedom. Now on Spotify video! In this episode, Dave returns with some proven money management strategies to help high earners avoid costly financial mistakes, eliminate debt, and build lasting wealth. In this episode, Hala and Dave will discuss: (00:00) Introduction (02:40) From Bankruptcy to Personal Finance Principles  (07:30) Credit Cards and Spending Psychology (15:56) Is There Anything Like Good Debt? (18:28) Debt Snowball vs. Avalanche Strategy (20:17) Financial Planning for High Earners (30:11) Money Mistakes Young People Make (39:19) Ramsey Solutions' Business and Revenue Model (44:16) Creator Entrepreneurship and Succession Strategy (49:21) Recurring Revenue Built on Trust Dave Ramsey is a personal finance expert, radio personality, bestselling author, and founder and CEO of Ramsey Solutions. He is the host of The Ramsey Show with over 18 million listeners each week. Through decades of research on wealth-building and investing, Dave has helped millions achieve financial freedom using proven money management principles. Sponsored By: Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/profiting Shopify - Start your $1/month trial at Shopify.com/profiting. Spectrum Business - Keep your business connected seamlessly with fast, reliable Internet, Phone, TV, and Mobile services. Visit https://spectrum.com/Business to learn more. Northwest Registered Agent - Build your brand and get your complete business identity in just 10 clicks and 10 minutes at northwestregisteredagent.com/paidyap Framer - Publish beautiful and production-ready websites. Go to Framer.com/profiting and get 30% off their Framer Pro annual plan. Quo - Run your business communications the smart way. Try Quo for free, plus get 20% off your first 6 months when you go to quo.com/profiting Experian - Manage and cancel your unwanted subscriptions and reduce your bills. Get started now with the Experian App and let your Big Financial Friend do the work for you. See experian.com for details. Bitdefender - Start protecting your business today with Bitdefender Ultimate Small Business Security. Get 30% off your plan at bitdefender.com/profiting  Intuit - Start paying bills the smart way, not the hard way. Learn more at QuickBooks.com/billpay   Resources Mentioned: Dave's Website: ramseysolutions.com Dave's App, EveryDollar: everydollar.com  Dave's Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove  YAP E344 with Dave Ramsey: youngandprofiting.co/E344  Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap YouTube - youtube.com/c/YoungandProfiting Newsletter - youngandprofiting.co/newsletter  LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Startup, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Stock Market, Scalability, Investment, Risk Management, Business Coaching, Finance Podcast, Saving

Markets recently reacted to a provocative “left-tail” AI scenario making the rounds—a fictional 2028 research report suggesting that too much AI success could ultimately lead to significant white-collar job losses. We'll unpack why markets can be so sensitive to narrative shocks.Next, a circulating opinion piece raises concerns about whether Wall Street could legally seize customer securities in a future financial crisis. We'll separate rhetoric from regulation, clarify how custody actually works, explain the important differences between margin and cash accounts.Then, we answer a thoughtful listener question about leaving a legacy gift to a college fraternity. We'll explore charitable giving vehicles, distribution strategies, trustee considerations, and how the fraternity's tax status could significantly influence the best approach.Finally, with mortgage rates easing off their recent highs, we welcome Shanna Squires of Henssler Mortgage Advisors to discuss when refinancing truly makes sense. From AI-driven market volatility to custody risk, legacy planning, and refinancing strategy, we'll help you cut through the noise and focus on what really matters for long-term financial decision-making.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — February 28, 2026  |  Season 40, Episode 9Timestamps and Chapters8:51 Too Much AI? Markets React to a Fictional Scenario25:24: Brokerage Custody, Collateral, and Crisis39:28: Fraternity, Foundation, or Fund? Structuring the Right Legacy 50:26: Break-Even and Beyond: Refinancing Done RightFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Fluent Fiction - Hebrew: Snowy Conversations: A Family Cabin's Future Revived Find the full episode transcript, vocabulary words, and more:fluentfiction.com/he/episode/2026-02-22-23-34-02-he Story Transcript:He: המערבולות שבשמיים היו כמו ריקוד של צבעים שחורים ואפורים כשהן התפרקו לגשם קל כשלג.En: The whirlwinds in the sky were like a dance of black and gray colors as they broke into light snow-like rain.He: נועם ושירה עמדו במרפסת של הבקתה הישנה של המשפחה בגולן, מתבוננים בעמק המושלג והעצים הגבוהים המכוסים שלג מסביבם.En: Noam and Shira stood on the porch of the family's old cabin in the Golan, gazing at the snowy valley and the tall trees covered in snow around them.He: האווירה הייתה מתוחה מעט, כמו השקט לפני הסערה.En: The atmosphere was slightly tense, like the calm before the storm.He: נועם פנה לאחותו, "זוכרת איך היינו משחקים בבקתה הזאת כשהיינו קטנים?En: @Noam turned to his sister, "Do you remember how we used to play in this cabin when we were little?He: היום ההוא שאבינו בנה איתנו את איש השלג הראשון שלנו פה?En: That day our father helped us build our first snowman here?"He: ""אני זוכרת," השיבה שירה, מתחילה להתרכך מעט.En: "I remember," @Shira replied, beginning to soften a bit.He: אך עדיין, מחשבותיה היו ממוקדות בעניינים כלכליים.En: Yet still, her thoughts were focused on financial matters.He: "אבל זה היה מזמן.En: "But that was a long time ago.He: אנחנו צריכים לחשוב על העתיד.En: We need to think about the future.He: הבקתה הזאת היא עול כלכלי.En: This cabin is a financial burden."He: ""אנחנו יכולים לשמור את זה למשפחה שלנו," נועם המשיך, קולו מלא תקווה.En: "We can keep it for our family," @Noam continued, his voice full of hope.He: "להפוך את זה למקום שבו כולנו יכולים להיפגש בפורים ובחגים אחרים.En: "Make it a place where we can all meet on Purim and other holidays.He: זה חלק מהמורשת שלנו.En: It's part of our heritage."He: "אבל שירה התאפקה.En: But @Shira hesitated.He: היא ידעה עד כמה המקום יקר לנועם.En: She knew how much the place meant to @Noam.He: "ומה נעשה עם העלויות?En: "And what about the costs?He: זה יכול לעזור לנו, אם נמכור את זה.En: It could help us if we sell it."He: "פתאום, הרוח התגברה והשלג החל להתעבות, מתפרץ בכל חלונות הבקתה.En: Suddenly, the wind picked up, and the snow began to thicken, bursting against the cabin's windows.He: הם הבינו שהם עומדים להישאר בבקתה למשך הלילה.En: They realized they were going to stay in the cabin overnight.He: זה היה הזמן המושלם לשיחה האמיתית שהם דחו זמן רב.En: It was the perfect time for the real conversation they had been postponing for a long time.He: לאחר שנדלקה האש באח והחדר התמלא בחום, הם התיישבו לדבר באמת.En: After the fire was lit in the hearth, and the room was filled with warmth, they sat down to truly talk.He: השלג הפך לרקע לרחשי הכנות שלהם זה מול זה.En: The snow became a backdrop to the sounds of their sincerity with one another.He: נועם הציע רעיון - להשכיר את הבקתה כאשר הם לא משתמשים בה.En: @Noam proposed an idea—renting out the cabin when they're not using it.He: כך, הם יכולים לשמור על המורשת המשפחתית וגם להכניס כסף שיבלום את עלויות התחזוקה.En: This way, they could preserve the family heritage while also generating income to offset maintenance costs.He: שירה הנידה ראשה בהסכמה.En: @Shira nodded in agreement.He: "זה רעיון טוב, נועם.En: "That's a good idea, @Noam.He: אני רואה שלבקתה יש ערך מעבר לכסף.En: I see that the cabin has a value beyond money."He: "עם הבנתם המחודשת, הם נרדמו ליד האח, השלג מכסה את סביבתם.En: With their renewed understanding, they fell asleep by the fire, snow covering their surroundings.He: הגיעו לפשרה, בונים עתיד המבוסס על זיכרונות העבר ואחריות כלכלית של ההווה.En: They reached a compromise, building a future based on memories of the past and the financial responsibility of the present.He: בבוקר שלאחר מכן, עם הקרני שמש הראשונות שהחלו להפציע, שירה ונועם הביטו בנוף החדש המפואר, מושלג ורגוע.En: The next morning, with the first rays of sun beginning to emerge, @Shira and @Noam looked out at the magnificent, snowy, and serene new landscape.He: הם ידעו שעכשיו, הם יכולים לשמור על הבקתה ולהפוך אותה למשהו שישמר לדורות הבאים, מן מקום של חיבור וחום משפחתי.En: They knew that now, they could preserve the cabin and turn it into something that would be cherished by future generations—a place of connection and family warmth. Vocabulary Words:whirlwinds: מערבולותcabin: בקתהgazing: מתבונניםslightly: קצתheritage: מורשתfinancial: כלכליburden: עולmaintenance: תחזוקהhearth: אחpostponing: דחוsincerity: כנותoffset: יבלוםrenewed: מחודשתlandscape: נוףserene: רגועfuture generations: דורות הבאיםtall: גבוהיםatmosphere: אווירהtensed: מתוחהcalm: שקטstorm: סערהsoften: להתרכךcosts: עלויותthicken: להתעבותbursting: מתפרץconversation: שיחהcherished: ישמרsharing: להשכירconnection: חיבורresponsibility: אחריותBecome a supporter of this podcast: https://www.spreaker.com/podcast/fluent-fiction-hebrew--5818690/support.

Taxes can quietly shape some of the biggest financial decisions you'll ever make — from choosing how to take a pension to deciding how to leave money to your heirs. On this week's Money Matters, Scott and Pat take calls from listeners working through those exact issues. One caller is weighing a pension lump sum against monthly payments, and the tax consequences of that decision become central to the conversation. The guys also discuss how asset location affects tax efficiency, why different accounts are taxed differently, and how thoughtful planning can help reduce unnecessary taxes over time. They even explore ways to structure inheritances that protect beneficiaries while keeping taxes in mind. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Des and Chris are back this week hearing the worst thing they ever spent money on and how much they spent.  Get tickets to see Hannah on tour here. Get tickets to see Des on tour here.  

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereHave you ever felt pressured into a “sophisticated” financial strategy you didn't actually understand?As a Canadian incorporated business owner or high-net-worth professional, you're used to handling complexity — but financial decisions feel different when the stakes are personal and the explanations fall short. Too often, strategies like estate freezes, corporate insurance, or private investments are presented with urgency instead of clarity, leaving you overwhelmed, hesitant, or quietly unsure if you're making the right move. This episode challenges the idea that pressure equals progress and reframes what real sophistication in wealth planning actually looks like.In this episode, you'll discover:Why poor financial outcomes usually come from lack of understanding, not bad strategiesHow to spot pressure from financial advisors disguised as “best practices” or “what wealthy people do”What confident, flexible wealth planning looks like when every tool has clear purpose and contextPress play to learn how clarity — not urgency — becomes the foundation of a wealth plan you can trust and stand behind.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyleif you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…leReady to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Property expert and investment strategist Ravi Sharma joins James Smith to reveal the problem with the global housing market. This is no longer just a hurdle for first time buyers; it is a systemic time bomb that is stripping away financial agency and threatening the future of social mobility. The quiet crisis of skyrocketing prices is not an accident of the market, but the result of a rigged system that prioritizes corporate incentives over human survival. Ravi Sharma's YouTube Channel: https://www.youtube.com/c/PersonalFinancewithRaviSharma We cover: ⬛ Why Housing Affordability is a Global Crisis ⬛ Property, Pensions and the Rigged System ⬛ The Truth About Mortgages and Wealth Building ⬛ Renting for Freedom vs Buying for Status

Welcome to another conversation on The D Shift: Redefining Divorce and Beyond! Today, host Mardi Winder welcomes back her friend and nationally-recognized financial planner Leah Hadley. As the founder of Intentional Divorce Solutions and Intentional Wealth Partners, and the host of her own podcast Intentional Divorce Insights, Leah Hadley is no stranger to the emotional and financial turmoil that comes with divorce. In fact, she's not only helped hundreds navigate this transition, she's been through it herself.This episode is all about demystifying the financial side of divorce, a topic that can feel overwhelming, confusing, and, for many, downright scary. Leah and Mardi dig into the patterns and beliefs about money that often surface during divorce, from the scarcity mindset and fear of not having enough, to letting past experiences and family taboos shape our financial choices. They share the importance of understanding both the numbers and the “why” behind your settlement decisions, and how being proactive and intentional can set you up for long-term security instead of just short-term relief.You'll hear real-life examples of common pitfalls, like the temptation to rush through the process, take a quick lump sum without considering future needs, or avoid tough financial conversations altogether. The episode offers practical, compassionate advice for those feeling out of their depth, including why adding the right professionals to your team isn't a cost, but an investment in your future.Leah also shares a resource for listeners: her “Intentional Money Method Starter Kit” eBook, designed to help you bring clarity and confidence to your financial decisions, whether you're just beginning your divorce or looking ahead to financial independence.About the Guest:Leah Hadley is a nationally recognized financial planner and mediator who has spent more than a decade supporting individuals through the financial and emotional complexities of divorce. As the founder of Intentional Divorce Solutions and Intentional Wealth Partners, Leah combines financial expertise with a compassionate, practical approach that helps clients make confident decisions during one of life's most challenging transitions. Leah is also the host of the Intentional Divorce Insights podcast, where she explores the human side of divorce, money, and reinvention.For Leah's gift of the Intentional Money Method Starter Kit: https://www.watchherthrive.co/intentional-money-method-opt-inTo connect with Leah:Website: https://www.greatlakesdfs.com Website: https://www.watchherthrive.co Instagram: https://www.instagram.com/intentionaldivorcesolutions/ LinkedIn: https://www.linkedin.com/in/leahahadleyAbout the HostMardi Winder is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, Certified Divorce Specialist (CDS®) and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and leadership roles, navigating personal, life, and professional transitions. She is the founder of Positive Communication Systems, LLC, and host of Real Divorce Talks, a quarterly series designed to provide education and inspiration to women at all stages of divorce. Are you interested in learning more about your divorce priorities? Take the quiz "The Divorce Stress Test".Connect with Mardi on Social Media:Facebook - https://www.facebook.com/Divorcecoach4womenLinkedIn: https://www.linkedin.com/in/mardiwinderadams/Instagram: https://www.instagram.com/divorcecoach4women/Youtube: https://www.youtube.com/@divorcecoach4womenThanks for Listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this...

Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.At the center of Greg's philosophy is a simple belief: good planning isn't about money—it's about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he's not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.Learn more: https://www.advocatewealthsolutions.com/The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation. Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results. Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-making-informed-financial-decisions

Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.At the center of Greg's philosophy is a simple belief: good planning isn't about money—it's about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he's not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.Learn more: https://www.advocatewealthsolutions.com/The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation. Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results. Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-making-informed-financial-decisions

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereIs your financial freedom being hijacked by your emotions?We all like to think we're logical with money—crunching the numbers, weighing the odds, making the “smart” move. But the truth? Most of our financial behavior is driven by emotion, not math. In this episode, Jon Orr and Kyle Pearce unpack the hidden psychological tug-of-war that shapes our habits, investment choices, and long-term wealth strategies. Inspired by Freakonomics Radio and grounded in behavioral finance, they explore why knowing what to do isn't the same as doing it—and what actually makes the difference.You'll discover:A practical framework (elephant vs. rider) for understanding and overcoming self-sabotaging money habits.How to bridge the gap between financial theory and real-life action—even when fear or doubt creeps in.Smart ways to align your investments and financial systems with behavior you can actually sustain.If you've ever struggled to follow through on the “right” financial move to gain financial freedom, press play now—this episode could change how you think (and act) with money.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earReady to connect? Text us your comment including your phone number for a response!If you listen to podcasts like The Rational Reminder with Ben Felix & Cameron Passmore, The Canadian Investor, The Canadian Real Estate Investor, Build Wealth Canada with Kornel Szrejber, ChooseFI with Jonathan Mendonsa & Brad Barrett, Afford Anything with Paula Pant, The Ramsey Show with Dave Ramsey, BiggerPockets Money, The Money Guy Show with Brian Preston & Bo Hanson, Invest Like the Best with Patrick O'Shaughnessy, Masters in Business with Barry Ritholtz, The Wealthy Barber Podcast with David Chilton, Financial Audit with Caleb Hammer, In the Money with Amber Kanwar, The Loonie Hour with Steve Saretsky, or More Money Podcast with Jessica Moorhouse — we're confident you'll enjoy Canadian Wealth Secrets too.Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

On this Suze School, we’ll learn how fear sometimes drives many of our financial decisions, especially for those in or near retirement. Suze explains several steps we can take to overcome that fear and make better choices with our money. Watch Suze’s YouTube Channel 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/2KcAHbHCLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.