Podcasts about financial education

Send us Fan MailSamuel lives in Fresno California and is the founder of The Academy of Financial Education. Samuel didn't start in the world of finance, but after seeing a family host a local car wash to raise funds for the funeral of a lost loved one, he became a financial advisor within a year. After five years, he knew he had a higher calling and started his non profit. In this episode we discuss how to build credit, how to raise your credit score, and the concept of financial therapy. The Academy of Financial Education https://taofe.org/How to Repair Your Credit DYIhttps://taofe.org/diy-credit-repairBe a guest on the show:https://www.financiallyindependentteachers.com/contact-8Check out our website:https://www.financiallyindependentteachers.com/Sign up for FIT coaching:https://www.financiallyindependentteachers.com/services-4

Men often say "I want her to love me for me, not for my money!". Girls often worry about being seen as a "gold-digger". This important show helps men see how wrong they are and helps women realize that financial fingerprints are an excellent guide to a man's character and values. This is life transforming for single people eager to build a marriage, a family and a legacy.   00:01 Marriage and Financial Intimacy02:39 The Role of Money in Marriage21:03 Understanding Financial Behavior21:26 The Importance of Financial Compatibility21:50 Financial Behavior as a Reflection of Character22:13 The Role of Money in Building a Life Together36:38 The Impact of Financial Behavior on Marriage37:44 The Role of Financial Education in Marriage38:09 The Importance of Financial Responsibility39:50 The Role of Financial Behavior in Building Trust Learn more about your ad choices. Visit megaphone.fm/adchoices

Clarence Ford speaks to Capitec’s Nick Harris, the Head of Financial Crime and Jean Rossouw, the Head of CSI and Financial Education regarding how investment scams like Morita Forestry have cost South Africans hundreds of millions of rands and how you can protect yourself from similar scams. Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour-long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30 am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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.

Clement Manyathela speaks to Capitec’s Nick Harris, the Head of Financial Crime and Jean Rossouw, the Head of CSI and Financial Education regarding how investment scams like Morita Forestry have cost South Africans hundreds of millions of rands and how you can protect yourself from similar scams. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE 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.

1. Why Life Planning Should Come Before Financial Planning Why you need to understand the life you want to create before deciding how your money should support it. Using a lifetime cash flow plan to identify future liabilities and the assets needed to fund them. 2. Looking Beyond Investments to Understand Total Wealth Why traditional financial planning can focus too heavily on regulated investments rather than the full picture of someone's wealth. Looking at property, pensions, savings, investments and future earnings as part of a wider wealth plan. 3. The Overlooked Value of Human Capital Understanding human capital as the skills, property, intellectual property, networks and other assets that can generate earnings. How leveraging human capital can create entrepreneurial opportunities, income and financial capital over time. 4. Taking Back Control Through Financial Agency What Steve means by financial agency and why people should have greater ownership of their financial decisions. How proportional planning can provide expert support during complexity, stress or major life changes without creating permanent dependency. 5. How AI Could Change Financial Planning Why AI is reducing the information gap between financial institutions and consumers. How individuals can use AI as a co-pilot to improve their financial capability and productivity while retaining human judgement. 6. Understanding Fees and Making Better Financial Decisions Why consumers should take a closer look at the charges attached to pensions, investments and financial products. How AI-powered tools could help people identify hidden terms, charges and potential red flags so they can make more informed decisions. 7. The Future of Financial Advice and Wealth Transfer How changing consumer expectations, technology and the Great Wealth Transfer could reshape the traditional financial advice model. Why greater financial capability, combined with professional support when genuinely needed, could give future generations more control over their wealth. Resources: The Academy of Life Planning - Navigate life with confidence WealthBuilders - Build, protect and transfer your wealth WealthBuilders Membership: Free access to guides, webinars, and community Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk, please leave us a review!

In this episode, Peter unpacks why almost no physician gets real financial education, backed by survey data showing most doctors never learned the basics before finishing training. He breaks down exactly where he personally learns this stuff, from AI tools and books to the community conversations that taught him more than any single resource could. If you've ever felt behind on your own numbers despite years of medical training, this episode makes the case that the information gap is closeable, starting today. Tune in! Interested in PIMDCON? Know more by clicking here. Are you looking for a community to encourage you as you begin, or want to accelerate your business to the next level? Then join thousands of physicians who share the same journey of creating their ideal lives through multiple streams of income by joining us in our Facebook communities such as Passive Income Docs and Passive Income MD.

After a short summer break, Pilot's Portfolio is back with a refreshed format and a new Season (4)!This next run of episodes is built around real questions Timothy P. Pope, CFP® receives from professional pilots and their families in planning conversations.This is a two-part deep-dive on one of the biggest questions professional pilots bring to the planning table: “How can we pay less in taxes?”Whether the number is six figures or simply higher than expected, the starting point is understanding what that number actually represents.In Part 1, Tim starts with the first step: understanding what the tax number actually means.Is it total tax liability, withholding, a large April payment, or income that changed unexpectedly?Tim discusses how W-2 income, spouse income, upgrades, premium flying, capital gains, property sales, inherited IRAs, and deductions can shape the tax picture, while explaining why a write-off should support a sound financial decision rather than drive one.Follow Pilot's Portfolio for Part 2, where the conversation moves into tax-efficient investing, tax-loss harvesting, and planning beyond one tax year.If you're enjoying Pilot's Portfolio and finding these conversations helpful, we'd really appreciate a 5-star review on your podcast platform of choice. It helps more professional pilots and their families discover the show:- Apple Podcasts: https://podcasts.apple.com/us/podcast/pilots-portfolio/id1718915375- Spotify: https://open.spotify.com/show/5p2Tkf16Q9lV693lHV4Zo9Have a question you'd like Tim to address, or want to explore how 360 Aviation Advisors helps professional pilots plan around taxes, retirement, investments, and life transitions? Schedule An AppointmentOur Practice's WebsiteContact Us: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity.We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

Could a former spouse’s Social Security record impact your retirement income options? In this episode, Abe Abich discusses Social Security benefits for divorced individuals, including who may qualify, key eligibility requirements, how claiming benefits affects an ex-spouse, and what happens if an ex-spouse has not yet filed. He also explores survivor benefits and common misconceptions that can lead people to overlook available options. Learn about the rules surrounding divorced spouse benefits and why understanding them can be an important part of retirement planning. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Gugs Mhlungu speaks to Gildah Tshukutswane, CEO of the Wells of Value Foundation and financial freedom facilitator and coach, about the foundation's work to empower communities through financial education, coaching, and economic inclusion. They discuss practical tools and initiatives that help people prevent, manage, and overcome debt while building long-term financial wellbeing. Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live on Primedia+ on Saturdays and Sundays from 06:00 and 10:00 (SA Time) to Weekend Breakfast with Gugs Mhlungu broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/u3Sf7Zy or find all the catch-up podcasts here https://buff.ly/BIXS7AL 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.

This month, Peter and Jeff dig into the AI question everyone's arguing about: Is this the internet in 1996 or the internet in 1999? They get into how the winners and losers may shake out, what AI could actually do to the broader economy and why oil prices are swinging. Plus, get their tip of the month. Twelve minutes, straight down the middle.  Hosted by Creative Planning's Director of Financial Planning, Jeff Stolper, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!   Important Legal Disclosure: creativeplanning.com/important-disclosure-information/   Have questions or topic suggestions?  Email us @ podcasts@creativeplanning.com

Still guessing your prices? If you're a freelance hairdresser or salon owner who feels guilty raising rates, this episode is your permission slip—and your plan. In this How To Cut It panel, Georgia Bell, Ruth Lundstrum (Freelance Suite), Samantha Toogood, and Samantha Blues reveal why hair pros undercharge and how to price with confidence. We strip emotion from money, swap rigid menus for bespoke, hair-type packages, and build pricing that covers wages, tax/VAT, profit, pensions, sick pay, education, and cancellations. Ruth busts the “clients can't afford it” myth—spending is a choice—and shares real numbers, including intentionally outpriced services that prove value sells. Learn when to raise prices, how to stay booked, and the differences between salon and solo realities, plus the financial gaps NVQs leave behind. CHAPTERS 0:05: Pricing Playbook Kickoff 7:47: VAT, Value, and Priorities 11:19: Real Rates, Real Services 18:10: Fear, Packages, and Price Hikes 20:31: Money, Greed, and Freedom 24:40: Educate, Earn, and Level Up 25:54: Business Basics and Profit 27:34: Comfortable Living Defined 28:36: Property, Branding, and Pensions 31:16: Financial Education for All RESOURCES REGISTER TO JOIN SPOTD HERE FREELANCER SUITE CLICK HERE SAMANTHA BLUES CSI CLICK HERE GEORGIA BELL EDUCATION CLICK HERE @georgiagracebell/ @ruth__lund @samanthabluescolourcoach @toogood_hair_well_being_

Stephen Grootes speaks to John Manyike, Head of Financial Education at Old Mutual, about the findings of the 2026 Old Mutual Savings & Investment Monitor, which reveals growing optimism among South Africans about their financial future. This even as debt, affordability pressures and widening financial inequality continue to challenge millions of households. 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.

Key Topics Covered: 1. Trading as a Wealth-Building Skill Why trading should be viewed as a skill rather than a shortcut to wealth. How education and consistency lay the foundations for long-term success. 2. Trading vs Investing Understanding the difference between trading and traditional buy-and-hold investing. Why both approaches can play complementary roles in a wealth-building strategy. 3. Managing Risk Before Chasing Returns How disciplined risk management helps protect trading capital. Why successful traders focus on controlling losses as much as generating profits. 4. Building Confidence Through Process How following a proven trading strategy removes emotion from decision-making. Why consistency often delivers better results than trying to predict the market. 5. Trading in Just 30 Minutes a Day How swing trading can fit around a busy lifestyle. Why effective trading isn't about constantly watching the markets. 6. The Importance of Trading Psychology Why emotional control, patience and discipline are essential for long-term success. How mindset influences every trading decision. 7. Using Trading to Accelerate Wealth Building How trading can generate capital that can be reinvested into other assets. Why diversification remains a key principle of building lasting wealth. 8. Passing on Financial Skills to the Next Generation Why teaching financial skills can be just as valuable as passing on financial assets. How developing knowledge today can create opportunities for future generations. Actionable Takeaways: Treat trading as a skill that requires education, practice and discipline. Focus on managing risk before thinking about potential returns. Develop a structured trading process and stick to it consistently. Avoid emotional decision-making by following proven rules and strategies. Consider how trading could complement your broader wealth-building plan alongside property, business and pensions. Invest in financial education that helps you build confidence before committing significant capital. Remember that long-term wealth is built through consistency, not speculation. Successful trading isn't about chasing quick wins. It's about following a proven process, controlling your emotions, managing risk, and using those skills to build wealth that lasts. Resources: WealthBuilders - Build, protect and transfer your wealth STARTrading - Trade safe. Invest smart. Grow together. The STARTrading Podcast Lewis Crompton's Instagram WealthBuilders Membership: Free access to guides, webinars, and community Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Clarence Ford speaks to Nick Harris, Head of Financial Crime at Capitec, and Jean Rossouw, Head of CSI and Financial Education at Capitec, to unpack how bank impersonators scam people, why they are so convincing, and the simple steps one can take to protect themselves. Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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/@CapeTalk567See omnystudio.com/listener for privacy information.

Clement Manyathela speaks to Nick Harris, Head of Financial Crime at Capitec, and Jean Rossouw, Head of CSI and Financial Education at Capitec, to unpack how bank impersonators scam people, why they are so convincing, and the simple steps one can take to protect themselves. The Clement Manyathela Show is broadcast on 702, a Johannesburg based talk radio station, weekdays from 09:00 to 12:00 (SA Time). Clement Manyathela starts his show each weekday on 702 at 9 am taking your calls and voice notes on his Open Line. In the second hour of his show, he unpacks, explains, and makes sense of the news of the day. Clement has several features in his third hour from 11 am that provide you with information to help and guide you through your daily life. As your morning friend, he tackles the serious as well as the light-hearted, on your behalf. Thank you for listening to a podcast from The Clement Manyathela Show. Listen live on Primedia+ weekdays from 09:00 and 12:00 (SA Time) to The Clement Manyathela Show broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/XijPLtJ or find all the catch-up podcasts here https://buff.ly/p0gWuPE 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.

We'd love to hear from you. What are your thoughts and questions?Hillary Seiler started her journey into finance while navigating the immense pressure of caring for a sick parent at nineteen. Today, she uses those hard-won lessons to guide elite athletes through the complex world of sudden, high-level wealth.High earnings do not guarantee financial freedom. Hillary Seiler and Dr. Allen discuss why income alone fails to create clarity and how professional athletes and high-achievers can shift from reactive habits to intentional financial strategy.Main Points:Build your financial house from the ground up by focusing on education rather than just accumulation.Recognize that money is emotional; successful management requires identifying personal values and setting firm boundaries.Adopt a consistent daily routine to track and manage money, moving away from overwhelming, infrequent financial check-ins.Use wealth as a tool for purpose and long-term impact rather than a reaction to social pressures or lifestyle expectations.Connect With Hillary Seiler:hillary@financialfootwork.comhttps://www.linkedin.com/in/hillary-seiler-89137920/https://www.facebook.com/financialfootworkhttps://www.instagram.com/financialfootwork@financialftwork@financialfootworkhttps://www.youtube.com/@FINANCIALFOOTWORK

For over 12 years, Carly Urban has been researching one question: does financial education actually work? As a Professor of Economics at Montana State University, she's co-authored the most comprehensive meta-analysis of financial education ever conducted, examining 76 randomized controlled trials. Her findings debunk decades of faulty research and confirm what teachers want to hear—financial education improves financial behaviors in cost-effective ways. But the devil is in the details. Her research shows that standalone semester-long courses improve credit scores and financial well-being, while embedded approaches don't show the same effects. In this session, Carly will share what actually works in financial education, why quality implementation matters more than just having requirements on paper, and what her database of high school course offerings across America reveals about the state of financial literacy education nationwide.

From serving in the military to building a $200M real estate portfolio, Vince Gethings proves that success isn't about having perfect circumstances—it's about having the right framework and taking action. While serving in the U.S. Air Force, Vince bought his first multifamily property while stationed overseas, using a repeatable system that allowed him to invest remotely. Today, he owns more than 800 apartment units, oversees more than $200 million in assets, and leads one of the largest multifamily investing communities in the country. In this episode, Gino Barbaro and Vince Gethings discuss why education, mentorship, discipline, and proven systems can dramatically accelerate your investing journey. They also break down the powerful "Conveyor Belt" strategy for creating long-term wealth and explain why today's market presents opportunities for prepared investors. Whether you're working a W-2 job, serving in the military, running a business, or simply looking to build financial freedom, this conversation is packed with practical lessons you can apply immediately.

#112: Want to know the exact difference between how a rookie analyzes a deal and how a seasoned pro spots an immediate "yes"? Most investors freeze before their first property because they lack one foundational skill.  Welcome to the Lenders playbook podcast Episode 112- we are your go to podcast for all things private lending, real estate and entrepreneurship, I am your host Matt Rosen In this episode, mortgage expert and real estate investor Gerard Mier shares his journey from high school roots to running a multi-project investment empire. We pull back the curtain on his exact process—from finding a deal to closing it and break down:The #1 skill you must master before buying your first property.The internal systems and key hires that allow him to scale projects while running a mortgage business.His $0 "start-over" blueprint and the habits driving his success.Ready to stop analyzing from the sidelines? Hit subscribe so you never miss an episode, and leave a 5-star review if this blueprint helped you plan your next deal!We would like to have you join us! Oct. 9-10 in Las Vegas at the Green Valley Ranch is the most anticipated private lending event of the year! Don't miss it! Go to https://www.americanlendingconference.com/

In this episode of Business Growth Talks, host Mark Hayward shifts the spotlight from guest interviews to a solo exploration of five transformative books that every business leader should read. This curated list includes The Psychology of Money, Rich Dad, Poor Dad, Legacy, The E-Myth Revisited, and Black Box Thinking. Throughout the episode, Mark provides insightful summaries and distills key lessons from each book, correlating their wisdom with practical business applications and strategic growth.In the first segment, Mark delves into The Psychology of Money, emphasizing the behavioral aspects of financial success and the importance of mastering one's psychological relationship with wealth. Transitioning into Rich Dad, Poor Dad, he underscores the value of financial literacy and the paradigm shift from employee to investor mindset. As Mark proceeds to discuss Legacy, he reflects on the pioneering culture of the All Blacks rugby team and its implications for long-term business leadership and culture-building. With The E-Myth Revisited, he articulates the crucial transformation needed for technicians to evolve into successful business owners. Finally, Mark wraps up with Black Box Thinking, advocating for a culture of learning from failure and the immense power of marginal gains in achieving sustained success.Key Takeaways:Financial success depends more on behavior and psychology than on intelligence or analytical skills.A true understanding of assets versus liabilities can transform financial strategy and enable wealth generation.Building a strong, values-driven culture can be a significant competitive advantage.Entrepreneurs must transition from working in their business to working on their business to achieve scalable growth.Embracing failure as a learning tool can drive innovation and improvement.Resources:The Psychology of Money by Morgan HouselRich Dad, Poor Dad by Robert KiyosakiLegacy by James KerrThe E-Myth Revisited by Michael E. GerberBlack Box Thinking by Matthew SyedDiscover the profound insights from these influential reads by listening to the full episode. Stay connected with Business Growth Talks for more thought-provoking content that pushes the boundaries of business leadership and personal development.Support the showIf you want to watch the full video of this episode go to:https://www.youtube.com/@markhayward-BizGrowthTalksDo you want to be a guest on multiple podcasts as a service go to:www.podcastintroduction.comFind more details about the podcast and my coaching business on:www.businessgrowthtalks.comFind me onLinkedIn - https://www.linkedin.com/in/mark-hayw...Tik Tok - https://www.tiktok.com/@mjh169183YouTube Shorts - https://www.youtube.com/@markhayward-BizGrowthTalks/shorts

Could the biggest blind spot in your retirement plan be the one you can’t see yourself? Jackie Campbell explores financial lessons from Carrie Underwood, Brad Paisley, and Keith Urban while discussing DIY investing, spending confidence, family legacy, and why retirement should be about more than just accumulating money. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Join us for a conversation with Christopher "Kit" Kauffman, NGPF Board Member and Adviser. He is a former attorney with a unique professional journey from corporate law to financial education advocacy. He will share insights on what motivates his passion for working with the NGPF Team on Mission2030 and why this is one of the top issues of concern to him in retirement. You'll gain perspective on how real-world financial experiences, whether in major court cases or everyday classrooms, can inspire students to think critically about saving, investing, and financial decision-making. Kit also offers advice for teachers seeking to connect personal finance to students' interests and real-world stories.

Saskia Falken speaks to John Manyike, Head of Financial Education at Old Mutual about how more young people are turning to credit just to survive, but if not managed properly, could become a trap. Lunch with Pippa Hudson is CapeTalk’s mid-afternoon show. This 2-hour respite from hard news encourages the audience to take the time to explore, taste, read and reflect. The show - presented by former journalist, baker and water sports enthusiast Pippa Hudson - is unashamedly lifestyle driven. Popular features include a daily profile interview #OnTheCouch at 1:10pm. Consumer issues are in the spotlight every Wednesday while the team also unpacks all things related to health, wealth & the environment. Thank you for listening to a podcast from Lunch with Pippa Hudson Listen live on Primedia+ weekdays between 13:00 and 15:00 (SA Time) to Lunch with Pippa Hudson broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/MdSlWEs or find all the catch-up podcasts here https://buff.ly/fDJWe69 Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: 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, Cole Phillips and guest Bryan Peters discuss practical and biblical principles for managing money, getting out of debt, and building a healthy financial future. They explore the impact of financial habits on relationships, the importance of a biblical perspective, and actionable steps for financial freedom.Keywordsfinances, debt-free, biblical money management, budgeting, financial peace, personal finance, wealth building, Christian finance, money tips, financial freedomKey topicsThe impact of childhood financial insecurityThe importance of a results-oriented mindsetThe snowball method for debt repaymentThe role of faith and biblical principles in money managementThe significance of a clear financial visionThe dangers of living paycheck to paycheck and instant gratification cultureThe importance of a budget and intentional spendingThe biblical perspective on giving and generosityPractical steps to start your debt-free journeyThe historical comparison of economic conditions and their lessonsAction itemsCreate a monthly budget and track all expensesStart an emergency fund with at least $1,000Use the snowball method to pay off debts from smallest to largestPractice giving cheerfully and generouslySeek biblical guidance on money managementSound bites"Stop the bleeding before you start healing.""Your decisions are a trade-off; choose wisely.""Give till it feels good, not till it hurts."Chapters00:00 The Importance of Money Conversations02:54 Personal Financial Backgrounds and Influences05:43 The Impact of Keeping Up with the Joneses09:05 Navigating Debt and Financial Education11:50 The Journey to Becoming Debt-Free15:11 Young Adults and Financial Mindsets17:58 Historical Context of Financial Challenges20:50 Comparing Financial Realities Across Decades27:35 Understanding Debt and Its Impact28:56 First Steps to Getting Out of Debt32:01 The Importance of Budgeting33:54 Navigating Credit Card Usage35:50 Identifying and Cutting Unnecessary Expenses39:37 Marriage and Financial Dynamics44:40 A Christian Perspective on Money52:45 Finding Hope in Financial StrugglesResourcesFinancial Peace University - https://www.ramseysolutions.com/ramseyplus/financial-peace-universityFormula 1/10 Book - https://www.amazon.com/Formula-10-Winning-Financial-Freedom-ebook/dp/B0D4WQQDQF/ref=sr_1_1?crid=1L1A6FEWAZFUW&dib=eyJ2IjoiMSJ9.dTkiRcW_La4qbWcp3LXTb3gYWKvLGQO1UopEqlaL4iWCLL-L5xad0EbkWRYxWhZKdvwnnVzyQM5NW0S2YHrGFFKyEzXIHzLXKCVBFFa0g-xjvv_okXSMgoBYG3Izq4efP1BTNRNJhb89NjOaITPkKCtvMPYpPAQy5dl4lZLIJpFL4CvtE129AJiaREKbTaAXkEOqWs-i4Gbq-5eGRb0X9ZM_p1mhbYXqLTsMOnVlP-M.jZKSj0e7PnuplQFfpuSo31yDnFm4IdvUq9ogudyYn0Q&dib_tag=se&keywords=formula+1%2F10+book&qid=1783047815&sprefix=formula+1%2F10+book%2Caps%2C200&sr=8-1

About Jimmy VreelandJimmy graduated from the United States Military Academy at West Point, spent 5 years as an Army Ranger, and deployed three times twice to Iraq and once to Afghanistan. On his last deployment, he read Rich Dad Poor Dad by Robert Kiyosaki which led him down the path of real estate investing. As his own portfolio grew, eventually he started a real estate investing business. Since 2018 his team at Vreeland Capital has supplied over 100 houses a year to high performing, passive investors who want to work with his team and his team is now managing over 800 houses.Get in touch with Jimmy and his team at www.jimmyvreeland.com/getstartedinrealestateMore about JimmyWebsite: www.jimmyvreeland.comLinkedin: www.linkedin.com/in/jimmy-vreelandInstagram: www.instagram.com/jimmyvreelandFacebook: www.facebook.com/JimmyVreelandYoutube: www.youtube.com/@JimmyVreelandC>>>>>>Get free access to the private Ranger Real Estate facebook group

What can a Navy SEAL commander teach retirees about financial planning? JoePat Roop and special guest Jocko Willink explore leadership, discipline, simplicity, personal responsibility, and the principles behind Extreme Ownership. The conversation connects battlefield lessons to retirement planning while also highlighting financial education, personal growth, and the values that shape success across generations. 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.

JD Sports are to honour over 5,000 expired vouchers worth almost €250,000 to Irish consumers. This is following CCPC intervention. We get the details from Grainne Griffin, Director of Communications, Consumer Information and Financial Education at the CCPC.

Want to learn more about systematic trading? Click here to watch the FREE Masterclass! An IT technician working for a private company, Stefano has been passionate about the financial markets for more than ten years, dedicating his spare time to trading.For many years, he traded discretionarily. The problem, however, was always the same: keeping up with the markets, following the news, and staying on top of constantly changing market conditions. Periods of gains were inevitably followed by more difficult phases and inconsistent results, making trading increasingly stressful and frustrating.Determined to improve and continue learning, he encountered another major challenge: figuring out who to trust. With so many unrealistic promises and self-proclaimed experts, finding someone with real experience and a serious methodology was far from easy.Things changed when he discovered Andrea Unger and learned about his four World Cup Trading Championships victories. From that point on, he decided to dig deeper and embarked on a journey based on education, methodology, and practical application. His goal wasn't to find shortcuts, but to build a more solid approach and achieve more consistent results over time.Today, Stefano approaches the markets with greater confidence and peace of mind. He continues to study and is further diversifying his portfolio, adding options strategies alongside his traditional approaches. In this interview, he talks about:

Pinar Ozcan is a Professor of Entrepreneurship and Innovation at Said Business School, University of Oxford, where she specializes in strategy, fintech, AI, and the emergence of new markets. A Stanford-trained researcher with a PhD from the Stanford Technology Ventures Program, she has built one of the most respected academic careers at the intersection of technology, finance, and business strategy. Pinar is the founder of Inspiring Female Founders, an Oxford-led global series championing women entrepreneurs, and serves on the World Economic Forum Council for Financial Education, working with world leaders to improve financial literacy for people of all ages.On The Menu:What the job market really needs from graduates now Where AI genuinely changes lives vs hype Is AI humanity's savior or its downfall? The one money concept that would change everything Why 2% of VC funding goes to women founders What makes a community last vs burn out fast The ugly truth about corporate short-sightedness

If you are a long-time listener to Experience by Design, you know that I work at a business university that has its foundations as a school for training in accounting and finance. Since its founding in 1917, not much has changed in terms of that focus. We are still primarily known for our education in accounting and finance. When I first started there (almost 27 years ago now), I really had no idea what finance was or what was involved in it. I'm sorry to say that I'm only slightly more informed today. I still find finance a bit of a black box despite my years of service and conversations with my Finance department colleagues. I'm definitely not alone in this. As we have discussed in other episodes of Experience by Design, financial literacy is pretty low overall. Repeated surveys have shown that around half of US adults are financially literate. That number drops further when the topic focuses on financial risk. When comparing different generations, not surprisingly younger generations suffer from a lack of financial literacy. We all could use some extra help in terms of financial literacy, financial planning, and fiscal responsibility. Today on Experience by Design, I welcome Mike Milligan to the show. Mike grew up being fascinated by money. Today, he runs 1 Oak  Financial, which stands for “one of a kind”. Along with his work with clients, he also has created a financial planning online course which is offered through Old Dominion University (where he also teaches). He also wrote the book “The One of a Kind Financial Plan.” What is really great about Mike's approach is that he tailors his planning and strategy to his client, creating a client-centric experience that helps them break free from the traditional approaches that can take advantage of clients. We talk about generational divides in financial literacy and planning, looking at spending and saving trends among Gen Z and even Gen Alpha. Mike emphasizes the need for a holistic approach to understanding markets, trends, and financial risk with changing job markets and emerging technology. He shares how he tailors client education to generational characteristics, trying to meet clients where they are in order to have the maximum learning impact. Toward this end, we also talk about his new book project “Amplify”, which explores how podcasting and social media have become resources for financial literacy. As he emphasizes, the microphone is the most powerful tool in the financial industry. Finally, we also talk about his favorite mermaid in Norfolk, Virginia where he lives. He discusses the upcoming 250th anniversary of the United States, especially in locations of colonial heritage and extensive US history like Boston, Philadelphia, and Norfolk. Plus we share how great sociology is.  Mike Milligan Website: https://www.mikemilligan.com/ Mike Milligan on LinkedIn: https://www.linkedin.com/in/mikemilligancfp/ 1.oak Financial: https://1oakfinancial.com/ Ideas by Mike Podcast: https://ideas-by-mike.blubrry.net/ The One of a Kind Financial Plan: https://www.amazon.com/One-Kind-Financial-Plan-Actually/dp/1967587027/

Most physicians have the majority of their wealth tied up in their practices, retirement accounts, or traditional investments. But what if there were ways to diversify using technology-driven strategies that don't require watching charts all day or reacting emotionally to market swings?  In this episode of Bootstrap MD, Dr. Mike Woo-Ming sits down with Jeff Sekinger, to discuss algorithmic trading and how physicians can gain exposure to alternative investment strategies while maintaining control over their assets. Jeff explains the fundamentals of algorithmic trading, the importance of diversification, and how automated systems can remove emotion and time constraints from trading decisions.  The conversation explores why most retail traders struggle, how algorithmic systems are developed and tested, and why physicians should approach any investment opportunity with education and due diligence first. Jeff also introduces NURP's Midas gold trading strategy and shares why offering a risk-free demo account can help investors understand the process before committing capital.  Whether you're a physician entrepreneur looking to diversify beyond your practice and retirement accounts or simply curious about alternative investment opportunities, this episode provides a practical introduction to algorithmic trading and portfolio diversification.  Three Actionable Takeaways: Reduce Concentration Risk: Physicians often accumulate wealth primarily through their medical practices and retirement accounts. Diversifying into alternative investments may help reduce exposure to a single asset class. Use Technology to Remove Emotion: Algorithmic trading systems follow predefined rules, allowing investors to avoid emotional decision-making and time-intensive manual trading. Always Test Before You Invest: Before allocating capital to any investment strategy, understand how it works, review independently verified data, and consider using demo accounts to gain familiarity with the process. About the Show: Bootstrap MD is the ultimate podcast for physician entrepreneurs looking to escape traditional healthcare and control their financial futures. Hosted by Dr. Mike Woo-Ming, a successful physician, entrepreneur, and investor, the show delivers actionable insights on starting businesses, creating passive income, and navigating healthcare entrepreneurship. Featuring interviews with industry leaders, physicians, and experts in telemedicine and digital health, it's your guide to building a profitable, fulfilling career.  Tune in weekly at  http://bootstrapmd.com About the Guest: Jeff Sekinger is a finance entrepreneur and investor who has founded three companies focused on financial education, alternative investments, and algorithmic trading. He is the founder of ZeroPercent, a company specializing in financial education and funding solutions; Orca Capital, a digital asset hedge fund serving accredited investors; and NURP, a software and financial education platform that provides individuals access to algorithmic trading strategies while allowing them to maintain control of their own brokerage accounts. Jeff began investing at a young age and previously worked in asset management at one of the largest banking institutions in the United States before launching his entrepreneurial ventures. Through NURP, he aims to make institutional-grade quantitative trading tools more accessible to individual investors, helping busy professionals explore alternative investment strategies without the need to actively manage trades themselves. Website:  https://www.start.nurp.com/doctors   About the Host: Dr. Mike Woo-Ming has over 20 years of experience as a physician entrepreneur. He's built and sold multiple seven-figure companies and now leads Executive Medical, a group of clinics specializing in age management and aesthetics. Through BootstrapMD, he mentors physicians in business, content creation, and autonomy. Let's Connect: https://www.bootstrapmd.com Want to start a podcast? Check out the Doctor Podcast Network! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ask Rachel anythingSeven in ten teenagers say they're very or extremely interested in investing. Not just curious, genuinely, actively interested. The problem is that most of us parents didn't become aware of investing until we were young adults or older, and half of parents say they wish they'd started sooner. That's a regret a lot of us are carrying around quietly, and without realising it, some of us are passing that same late start on to our kids.Teenagers today aren't waiting. They're already getting an education, just not necessarily the right one. They're watching creators on TikTok and YouTube who make it sound like picking the right crypto coin at the right moment is basically a personality trait. They're seeing posts about teens who turned a hundred pounds into ten thousand, and almost nothing about the ones who lost everything trying. It's exciting, it's fast, and it's completely untethered from the basics that actually build long-term wealth.That's why I invited Sonia Beardsmore, mum, former professional, institutional trader, and author of the book Raise a Mini Investor to talk to us about how we can discuss investing with our kids, how to start them young, and what a difference the deep financial literacy they can build while they're young and curious could really make in the long term. Sonia BeardsmorePrevious episode about pocket moneySupport the showPlease hit the follow button if you like the podcast, and share it with anyone who might benefit. You can review us on Apple podcasts by going to the show page, scrolling down to the bottom where you can click on a star then you can leave your message. Please don't hesitate to seek the advice of a specialist if you're not coping. There's no shame in reaching out for support. When you look after yourself your entire family benefits.Find all the tips from the episdoe on Substack: My emailMy website has a blog, searchable episodes, and ways to contact meInstagramFacebookYou can reach Susie at www.amindful-life.co.uk

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Anne Lester.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Anne Lester.

In Episode 191 of The Investor Professor Podcast, Ryan and Cameron break down one of the biggest stories in the market: the highly anticipated SpaceX IPO. They discuss the stock's explosive debut, investor sentiment, valuation concerns, employee selling restrictions, and what SpaceX's future could look like through Starlink, private aviation, and global connectivity. The conversation also explores how market narratives, social media, and retail investors are influencing stock prices in today's environment.The episode also examines the growing divide between hardware and software stocks, including the emerging "SaaSpocalypse" impacting software companies such as Salesforce while AI infrastructure, data center, and semiconductor-related businesses continue to attract capital. We also discuss the new Federal Reserve leadership, interest rate expectations, inflation, oil prices, and what investors should watch in the second half of the year. Whether you're interested in SpaceX, AI, market psychology, or the future direction of the economy, this episode delivers timely insights to help you stay informed and invest with confidence.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances.  Past performance is no guarantee of future results.

What if the rules you were taught about money were never the whole game? That's where this conversation starts. Dr. Felecia sits down with Erica Neal, co-founder of Infinity Investment Strategies, wealth strategist, authorized IBC practitioner, investor, and bestselling author of Mind of Gold: A Girlfriend's Guide to Financial Freedom. Erica shares how her early money lessons came from seeing what not to do, why she moved from pre-med into finance, and how working inside traditional financial planning opened her eyes to what many people are never taught about cash flow, retirement income, and true financial control. They talk about the limits of traditional financial advice, the moment Erica realized account balances don't always translate into income, and why she eventually let go of hard-earned licenses to build something more aligned. Dr. Felecia also asks the practical questions many listeners may be wondering: What is infinite banking? How does it work? What are the tax benefits? How much does it take to start? And how can women begin learning a money language they were never taught? This conversation is about cash flow, control, protection, abundance, and understanding the rules so your money can work for you. 00:00 – Erica's Money Story 07:36 – From Pre-Med to Finance 11:36 – What Happened After Graduation 14:15 – The Question That Changed How Erica Saw Retirement 17:41 – Why Cash Flow Became the Focus 19:42 – Letting Go of Licenses and Old Identity 23:15 – Who Supported Erica Through the Pivot? 28:01 – From Scarcity to Abundance 33:26 – Surrounding Yourself With Higher-Level Conversations 35:56 – Why Erica Focuses on Women and Financial Education 40:14 – Finding the Hands Reaching Back to Help You 45:08 – Infinite Banking Explained 50:38 – Do You Have to Pay the Policy Loan Back? 52:08 – The Tax Benefits of Infinite Banking 55:26 – How Much Does It Cost to Start? 58:10 – Protecting Cash From Lawsuits and Market Risk 01:02:55 – Defense Is Just as Important as Offense     You've worked hard to build your career. Now let's build wealth that outlives it. You were born to build more than just wealth. You were born to lead, inspire, and rise. At Wealth B-Hers, we're redefining what it means to be financially fearless. Join a movement of bold women investing with intention, building legacies, and writing their own money rules.   Ready to take the first step? Visit our website - moneywithmission.com/wealth-b-hers/    Connect with Erica! Book:  Mind of Gold: A Girlfriend's Guide to Financial Freedom Website: infinityinvestmentstrategies.com LinkedIn: https://www.linkedin.com/in/theericaneal/ Instagram: https://www.instagram.com/theericaneal/ Facebook: https://www.facebook.com/TheEricaNeal/ YouTube: Real Money Talk    Key Quotes: "I still make decisions for me, and nobody can ever take that away." - Erica Neal   "If you don't know the rules to the game, you can't win." - Erica Neal

Money Memo #15 Financial Education Before Financial FreedomJim Rohn said that if you received a million dollars, you better learn how to be a millionaire, so you can keep the money. Financial education is so important and is at the front end of becoming your own banker. Infinite Banking begins with addressing our own human problems. ⚔️ LIVE & LEAVE A LASTING LEGACY

Francesco is a commercial director for a multinational energy company and, above all, an engineer accustomed to making decisions in complex and uncertain environments. For years, he maintained a strong interest in the financial markets, approaching trading mainly through discretionary investing and focusing primarily on stocks. At some point, however, he realized that something essential was missing: a method.How could he turn his interest in the markets, his research, and his analysis into a structured and repeatable process? That question eventually led him to Unger Academy:to learn a rules-based approach built on clear processesto understand why risk management comes before profit seekingto approach the markets with a methodology aligned with his engineering mindsetIn the interview, Francesco explains what attracted him to systematic trading, which aspects of the Unger Academy approach resonated most with him, and why he believes risk management is the true foundation of a professional approach to the markets. Enjoy the interview and happy trading!Want to learn more about systematic trading? Click here to watch the FREE Masterclass! 

What if building wealth was exactly like building a house? In this episode of The How To Show, Gino Barbaro breaks down the five stages of building a financial house and explains why most people fail to create lasting wealth. Many people jump straight into investing, crypto, real estate, or business opportunities without first building a strong financial foundation. The result? Their financial house eventually crumbles. Using a simple yet powerful framework, Gino explains how true wealth is created through a step-by-step process that prioritizes stability, education, protection, cash flow, and legacy. Whether you're just beginning your financial journey or looking to strengthen your existing strategy, this episode provides a roadmap for building wealth that lasts. What You'll Learn • The difference between being rich and being wealthy • Why financial foundations matter more than investments • How to build financial stability before taking risks • The role of cash flow, investing, and asset protection • How to create long-term and generational wealth • The 5 stages of building a financial house Timestamps 00:00 Introduction: Rich vs Wealthy 01:30 Why Most People Build Wealth Wrong 04:20 Stage 1: Financial Foundation 10:05 Stage 2: Building Your Financial Framework 16:15 Stage 3: Protecting Your Wealth 19:20 Stage 4: Creating Cash Flow & Assets 26:50 The Maserati Mike Story 30:15 Stage 5: Legacy & Estate Planning 35:00 Financial House Assessment Exercise 39:15 Identify Your Weakest Wealth Stage 41:30 Wealth Building Action Steps 44:15 How to Build Generational Wealth 46:00 Final Takeaways & Closing Thoughts What to lear more about multifamily? Go to: https://wheelbarrowprofits.com/ We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 leverage really the risky part of wealth building — or is the bigger risk misunderstanding how, when, and why to use it?Many Canadian business owners and investors already use leverage every day through mortgages, vehicle financing, business debt, or lines of credit — yet borrowing to invest often feels like a completely different level of risk. In this episode, Kyle and Jon unpack why some forms of debt feel “normal” while others feel dangerous, and how education, experience, asset choice, and the right support can dramatically change how risk is perceived. If you've ever wondered whether leveraged investing is smart strategy or unnecessary danger, this conversation will help you think more clearly about the difference.You'll walk away with:A clearer way to compare “acceptable” debt, like mortgages, with investment leverage that may create income or tax advantages.A practical lens for understanding objective risk versus perceived risk — and why your experience with an asset class matters.A better sense of when leverage may be an opportunity, when it may be a red flag, and why guidance or deeper education can help reduce costly mistakes.Press play now to rethink leverage, risk, and opportunity through a more strategic wealth-building lens.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 if you've been……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 earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.For Canadian entrepreneurs and investors, building long-term wealth Canada starts with a clear Canadian wealth plan that connects leverage, risk management, investment strategies, financial education, and tax optimization into one intentional system. Whether you are comparing real estate investing Canada with real estate vs renting, exploring passive income planning, optimizing RRSP room, or weighing salary vs dividends Canada, the goal is to use smart financial planning, personal vs corporate tax planning, and corporation investment strategies to reduce investment risk while creating more financial freedom Canada. A strong plan may include RRSP optimization, tax-efficient investing, Canadian tax strategies, capital gains strategy, corporate wealth planning, business owner tax savings, corporate structure optimization, and financial systems for entrepreneurs, all supported by retirement planning tools, financial buckets, an investment bucket strategy, and financial vision setting. By focusing on financial diversification Canada, modest lifestyle wealth, early retirement strategy, passive income, estate planning Canada, legacy planning Canada, and financial independence Canada, Canadians can create wealth building strategies Canada that balance real estate, corporate assets, tax planning, and long-term investment risk management.Ready 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.

What if financial success has less to do with math and more to do with psychology? In this episode of Everything Is Personal, Len May sits down with Doug Lynam, whose life journey is anything but conventional. After serving in the Marines, Doug spent years as a Benedictine monk before becoming a successful financial advisor and author. Along the way, he discovered that our relationship with money is often driven by emotions, beliefs, and experiences we rarely recognize. Doug explains why financial decisions are rarely logical, how childhood experiences shape our money habits, and why many people unknowingly sabotage their own financial success. He explores the connection between wealth, identity, fear, purpose, and personal growth, offering a fresh perspective on what it truly means to build financial security. Whether you're an entrepreneur, investor, business owner, or simply trying to make better financial decisions, this conversation will challenge what you think you know about money. In this episode:

Every investor faces the same challenge: distinguishing excitement from opportunity, learning lessons from your mistakes, and separating short-term impulses from long-term strategy. In this episode, we tackle all three as we examine the next wave of mega-IPOs, share financial lessons learned firsthand, and discuss why sticking to a plan can be harder—and more important—than it sounds.Companies like SpaceX, OpenAI, and Anthropic are expected to pursue public offerings at valuations that could rival or exceed the largest companies in history. We'll examine what trillion-dollar IPOs could mean for investors, why valuation still matters even when the business is extraordinary, and whether public investors will be participating in future growth—or paying for it upfront.Next, we shift from market theory to personal experience. The team shares some of the financial lessons learned firsthand—from debt that lingered longer than expected to missed opportunities created by saving too little, too late. It's a candid conversation about the mistakes, miscalculations, and course corrections that helped shape a healthier approach to money.Finally, we discuss one of the most important and often overlooked aspects of the adviser-client relationship: staying aligned with the plan. We'll explore the procedures designed to help protect investment accounts, the roles advisers and custodians play in account oversight, and why even well-intentioned portfolio changes can sometimes work against long-term goals when made without coordination.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 — June 6, 2026  |  Season 40, Episode 23Timestamps and Chapters6:22: The Most Expensive IPOs Ever37:52: Lessons Learned the Hard Way54:51: Trust the Plan—or Tinker With It?Follow 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

What if the blueprint for building wealth hasn't changed in over 5,000 years? In this episode, Gino Barbaro breaks down the timeless principles from one of the most influential personal finance books ever written: The Richest Man in Babylon. While most people believe wealth creation is complicated, involving stock picking, market timing, economic cycles, and advanced investing strategies, the truth is much simpler. The foundation of wealth starts with habits. In this episode, Gino walks through the famous "Seven Cures for a Lean Purse" and explains how they apply to modern investing, entrepreneurship, real estate, financial planning, retirement, and creating long-term generational wealth. Whether you're just beginning your financial journey or looking to strengthen your wealth-building foundation, this episode provides timeless principles that still work today. Timestamps 00:00 – The Wealth Blueprint That Has Worked for 5,000 Years 01:28 – The First Cure: Pay Yourself First 05:54 – The Second Cure: Control Your Spending 07:40 – The Third Cure: Make Your Money Multiply 10:33 – The Fourth Cure: Protect Your Wealth 12:23 – The Fifth Cure: Make Your Home a Profitable Investment 16:06 – The Sixth Cure: Ensure Future Income 17:40 – The Seventh Cure: Increase Your Ability to Earn 19:17 – Practical Wealth-Building Exercises 20:00 – Create a Budget and Track Your Spending 22:30 – Finding the Right Investment Vehicle 24:12 – Avoiding Lifestyle Inflation 26:10 – Open Your First Investment Account 28:00 – Why Financial Education Matters 29:05 – The Importance of Tracking Net Worth 30:05 – Final Thoughts on The Richest Man in Babylon This episode is brought to you by Wheelbarrow Profits. Want to learn how successful investors create passive income, build financial freedom, and scale their wealth through multifamily real estate? Visit Wheelbarrow Profits to access educational resources, training, coaching, and tools designed to help investors take control of their financial future. We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Key Topics Covered: 1. Defining True Wealth Wealth is about creating predictable income and financial security. The goal is freedom, experiences, and a low-stress lifestyle. 2. From Corporate Career to Property Entrepreneur Transitioning from employment to financial independence through property. Recognising when a traditional career path no longer aligns with personal goals. 3. The Impact of Rich Dad Poor Dad How financial education can change perspectives on wealth building. The importance of developing an investor mindset. 4. Learning Through Failure Early mistakes in serviced accommodation created valuable lessons. Setbacks can become turning points for future success. 5. The Demand-Led Investment Approach Find the demand before choosing the property. Reverse-engineering investments around proven market needs. 6. Understanding Serviced Accommodation The opportunities and risks of short-term rental strategies. Why demand is critical for long-term profitability. 7. Building Multiple Income Streams Combining trading, investment, and coaching businesses. Creating diversified sources of recurring income. 8. Wealth, Family, and Lifestyle Using wealth as a tool to create time, experiences, and flexibility. Balancing financial success with family, health, and personal fulfilment. Actionable Takeaways Focus on building assets that generate predictable, recurring income rather than chasing quick wins. Identify genuine market demand before investing in a property or launching a new venture. Treat mistakes as learning opportunities and use them to improve future decision-making. Invest in your financial education to develop a stronger wealth-building mindset. Build multiple income streams to reduce risk and increase financial resilience. Align your wealth-building activities with your personal values, family goals, and desired lifestyle. Review your current investments and ask whether they are driven by demand or by assumptions. Prioritise long-term consistency over short-term excitement when creating wealth. Resources & Next Steps WealthBuilders Membership: Free access to guides, webinars, and community Download our FREE Pensions and Inheritance Tax Guide Devenir Plus - Become more in every area of your life Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms. Next Steps On Your WealthBuilding Journey:   Join the WealthBuilders Facebook Community Schedule a 1:1 call with one of our team Become a member of WealthBuilders If you have been enjoying listening to WealthTalk - Please Leave Us A Review!

Paul Merriman — nationally recognized authority on index investing and one of the most trusted voices in evidence-based investing — joins Steve Chen to share what nearly six decades in financial services taught him about how the industry really works. Paul opens up about why he walked away from Wall Street in his 20s, how he accidentally built a $1.6 billion advisory firm, and why he gave it all up to focus on financial education. He breaks down the simple investing framework he's spent his career refining, makes the case for going beyond the S&P 500, and explains why the most powerful portfolio move most investors never make might also be the simplest.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Leketa Hawkins. Also known as the Pocketbook Strategist. She is a financial literacy advocate and business consultant based in North Carolina, offering tools and resources to help individuals and small business owners take control of their financial futures.

This episode of The Road to Retirement focuses on the growing influence of “FinTalk” — financial advice shared through TikTok and social media platforms — and the impact it’s having on investors and retirees. Tripp Limehouse and Steve Sedahl discuss why more people are turning to influencers for financial guidance, the dangers of oversimplified online advice, and how emotional reactions to headlines can derail long-term retirement plans. They also highlight the positive side of social media, including increased awareness around investing, Roth IRAs, ETFs, and retirement planning for younger generations. Throughout the conversation, Tripp emphasizes the importance of personalized financial planning, fiduciary guidance, and having a written retirement plan tailored to each individual’s goals and risk tolerance. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

What if some of the most common retirement “truths” don’t hold up anymore? Damon Roberts and Matt Deaton continue their myths-and-misconceptions series by unpacking assumptions around Social Security, withdrawal rules, healthcare costs, and retirement planning shortcuts. They explore how income, taxes, and risk intersect later in life, and why a written plan matters as retirement approaches. The conversation highlights how outdated rules of thumb can miss today’s realities—and why flexibility and clarity have become essential parts of the retirement conversation. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Nikki & Brie sit down with financial powerhouse Vivian Tu, aka @YourRichBFF, for an eye-opening conversation about money, independence, and building real wealth. From surviving the intense world of Wall Street and making six figures at BuzzFeed to becoming one of the internet's most trusted financial voices, Vivian opens up about her journey, the lessons that shaped her, and why financial literacy is especially important for women today. The trio dives into relationships, debt, budgeting, investing, and the emotional side of money, while Vivian shares practical advice that actually feels doable. Plus, they play an insightful round of “Rich BFF Boot Camp,” tackling chaotic money habits, luxury trips, credit card debt, and holiday overspending with tough love and smart solutions. It's empowering, honest, and full of gems you'll want to take notes on. Go ahead and press play. Call Nikki & Brie at 833-GARCIA2 and leave a voicemail! Follow Nikki & Brie on Instagram, follow the show on Instagram and TikTok and send Nikki & Brie a message on Threads! Follow Bonita Bonita on Instagram Book a reservation at the Bonita Bonita Speakeasy To watch exclusive videos of this week's episode, follow The Nikki & Brie Show on YouTube, Facebook, and TikTok! You can also catch The Nikki & Brie Show on SiriusXM Stars 109! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.