Podcasts about financial expert

Triggernometry is proudly independent. Thanks to the sponsors below for making that possible: - MassZymes by BIOptimizers: digestive enzyme formula. CLICK https://bioptimizers.com/trigger. Use code TRIGGERNOMTERY to get 15% off your order and a free $20 bottle of MassZymes - Füm: Head to https://www.tryfum.com/Trig and use promo code TRIG to get your free gift with purchase, and start The Good Habit today! - Figure: Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan. Unlock your crypto's potential today at Figure! https://figuremarkets.co/triggernometry - Claim $50 when you Deposit $500. Disclosures Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Join our exclusive TRIGGERnometry community on Substack! https://triggernometry.substack.com/ OR Support TRIGGERnometry Here: Bitcoin: bc1qm6vvhduc6s3rvy8u76sllmrfpynfv94qw8p8d5 Shop Merch here - https://shop.triggerpod.co.uk/ Advertise on Triggernometry: https://trigger-brands.com | or enquire at marketing@triggerpod.co.uk Find TRIGGERnometry on Social Media: https://twitter.com/triggerpod https://www.facebook.com/triggerpod/ https://www.instagram.com/triggerpod/ About TRIGGERnometry: Stand-up comedians Konstantin Kisin (@konstantinkisin) and Francis Foster (@francisjfoster) make sense of politics, economics, free speech, AI, drug policy and WW3 with the help of presidential advisors, renowned economists, award-winning journalists, controversial writers, leading scientists and notorious comedians. 00:00 - Trailer 00:47 - Why Everything Is Getting More Expensive 06:43 - Debt, Inflation & The Bill From Lockdowns 15:42 - Ad: BiOptimizers 17:39 - The Housing Crisis & Why Young People Can't Afford Homes 24:32 - Why Britain Is Getting Poorer 32:45 - Ad: FÜM 34:11 - Tax, Rent Control & The Policies Making Things Worse 40:08 - The Iran Conflict, Oil Prices & Global Supply Shocks 46:55 - Ad: Figure 48:23 - Fertiliser, Food Prices & Why Inflation Isn't Going Away 54:30 - How Britain Can Fix Its Economy 01:03:28 - What's The One Thing We're Not Talking About? 01:06:54 - Substack Learn more about your ad choices. Visit megaphone.fm/adchoices

TexEx, VoyageATL, Amazon,, Author,From Homeless to Millions, Bestselling Author & Financial Entrepreneur Will Roundtreehas established himself as a staple in the real-estate investment sector. His expertise has garnered him recognition amongst his peers and those in his community, equally. As the Founder and top-grossing Principal at WE Management, Roundtree has helped over 1500 small to medium sized businesses get access to over 300 million dollars in funding during a two year period.He's authored two best-selling books about credit and finance : they are:“Credit Is King (Transforming Your Credit to Royalty)” and“The Full-Time CEO: The S--t They Don't Tell You.”He'll visit select cities to deliver his message regarding leveraging credit, money and finance. “Cocktails & Credit is about really meeting people where they are,” says Roundtree, “where people can attend, listen and network. That's when I discuss credit, restructuring your field and building generational wealth.” Roundtree has held successful Money Investment Seminar  through Atlanta, Milwaukee (his hometown), Houston and Chicago. He'll be in each city for at least two days – the first for the Cocktails & Credit meetings, then for private mastermind events the following day.Also, Roundtree's podcast series air's on the Sister 2 Sister 2.0 platform.When asked what he hopes his living legacy will be after helping others understand credit, money and finance, Will offers, “I don't care what they say about me because I'm solely focused on what they learn. I am concerned about the takeaway. What were they able to get from their time with me? That's what matters to me. That is really the impact I want to leave.” CocktailsandCredit.com© 2026 All Rights Reserved© 2026 BuildingAbundantSuccess!!Join Me on ~ iHeart Media @ https://tinyurl.com/iHeartBASSpot Me on Spotify: https://tinyurl.com/yxuy23baAmazon Music ~ https://tinyurl.com/AmzBAS 

What if the biggest barrier to client action is not the quality of the financial plan, but the lack of purpose behind it? In this episode, Cary Sinnett sits down with Andrea Millar to explore how life planning helps financial planners move beyond technical recommendations and uncover what truly matters most to clients. Andrea shares how deeper conversations around purpose, relationships, fulfillment, and meaning can lead to stronger engagement, clearer decision-making, and more intentional financial behavior. Together, Cary and Andrea discuss how CPA financial planners can integrate life planning concepts into existing client relationships without abandoning technical precision. Questions Answered Why do some clients fail to follow through on financial advice?  How can planners uncover what truly matters most to clients?  Why do "soft skills" often improve technical planning outcomes?  How can advisors begin incorporating life planning concepts into their existing process?  Key Takeaways Clients are more likely to act on recommendations when financial advice connects to personal meaning and purpose.  Technical expertise becomes more powerful when paired with deeper discovery conversations.  Human-centered guidance may become even more valuable as AI advances in technical planning. Resources: The why, what, and how behind legacy planning for your clients Kinder Institute of Life Planning Financial Gratitude: The Behavioral Advantage Every CPA Planner Should Leverage Guide to Practical Retirement Planning This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search "AICPA Personal Financial Planning" on your favorite podcast app.

Tired of trying to pay off debt and feeling like you're going nowhere? In this video, I'm breaking down the 5 worst ways people try to pay off debt — and why they keep you stuck. Then I'm giving you the one method that actually works: the Debt Snowball. This isn't about math. It's about behavior, momentum, and freedom.ABOUT ANTHONY ONEAL:Anthony O'Neal is a nationally bestselling author, speaker, and host of The Table with Anthony O'Neal. He holds a Bachelor of Science in Finance & Banking and is a professor of Consumer Economics at Virginia Union University. Since 2014, he's helped millions of people get out of debt, build wealth, and break generational poverty. His mission is to help you maximize your income, eliminate debt, and create a life of freedom and legacy.

Connect with the Investor Mama Tribe With over 25 years of experience managing the full spectrum of her clients' financial lives – everything from accounting and bill payment to coordinating with wealth managers, estate attorneys, and insurance agents – Tari K. Vickery brings an unmatched, real-world perspective to the emotional side of money. Her sociology degree from Stanford and lived experience through dramatic personal financial shifts give her a rare blend of academic insight and deep empathy. Her authenticity and hands-on expertise resonate with readers across generations, making her voice both trustworthy and transformational. Key Takeaways: Your money story starts in childhood — and it’s not your fault. Most money struggles are rooted in what we watched, heard, and felt as kids. Recognizing those patterns is the first step to breaking them. “We can’t afford it” can do more harm than good. Teaching kids the value behind financial choices (“we choose to spend our money differently”) builds healthier money mindsets than using scarcity language. Even wealthy people stress about money — and here’s why. Unexamined money triggers don’t disappear when the bank balance grows. Awareness of why money triggers you is what creates real peace. Avoidance is the enemy of financial freedom. Whether it’s unopened mail or unfiled taxes, avoidance creates a vicious cycle. The antidote? Start small, track your spending, and build on tiny wins. Start money conversations early — and make them normal. Talking to kids about money casually (at the grocery store, toy store, or dinner table) is far more powerful than one big, scary “money talk.” Have the hard conversations with aging parents and your partner. Not knowing where your parents stand financially — or being misaligned with your spouse on money values — creates silent stress that compounds over time. Compassion is the gateway to change. When you start examining your money wounds, be gentle with yourself and your parents. No one intentionally passed down financial trauma. Additional Resources and Help Support the Show Check out the Intern Strategy Course created by Christina from Smart Influencer Learn How to Make Extra Money with a Side Hustle or Get a High Paying Salary with Time Flexibility Episode #30:The #1 Side Hustle for the On the Go Busy Mom with Mike Yanda and Bobby Hoyt Episode #52: Millionaire by 31 and How to Start An ETSY Side Hustle Business with Julie Berninger from Gold City Ventures Check out Julia’s Sidehustle course to get started today The Legacy Binder to help you organize all of your estate documents and plans in case of an emergency Show Me How To Fix My Pelvic Floor from Tighten Your Tinkler Use Coupon Code: INVESTORMAMA to save $50 off this signature program High-income earner, needing an amazing accountant? Check out the TaxGoddess Connect with Tari The Emotional Side of Money: A Roadmap to Finanical Wellness Tarikvickeryauthor.com Instagram Facebook LinkedIn

CNN~ This weeks topic is Financial Literacy. This is wake up challenge for all entrepreneurs & for our own personal present & future growth. You may have see my guest recently featured on CNN, Rob Wilson. He is a financial advisor at an independent financial and investment advisory firm based in Pittsburgh (a.k.a SixBurgh – The City Of Champions). He feels that we all should be focused in Financial Independence. Rob says: "The corporation's reason for existence is not to keep you employed. Its job is to maximize profit for its shareholders." Rob has been dubbed “Hip Hop's Financial Advisor” because he is a trusted advisor to professional athletes & entertainers; Rob believes that we can all learn from their success. However, Rob states: "I realized that as a financial advisor, I have also come into contact with, and have as clients, a plethora of doctors, lawyers, accountants, architects, business people and entrepreneurs that are living fabulous lives. In fact, many of these individuals live lives that are far more enriching than a number of these celebrities, because of the fact that, due to their inability to manage their money, the average celebrity's “high life” is short lived. However, the stories of these wildly successful “non-celebrities” has largely gone untold…" Rob is originally from Pittsburgh. He received his bachelors degree in Industrial Engineering from the University of Pittsburgh and his Masters in Business Administration from the Tepper School of Business at Carnegie Mellon University.~ RobWilsonTV.com © 2026 Building Abundant Success!! 2026 All Rights Reserved Join Me on ~ iHeart Media @ https://tinyurl.com/iHeartBASJoin me on Spotify: https://tinyurl.com/yxuy23baAmazon Music ~ https://tinyurl.com/AmzBASAudacy:  https://tinyurl.com/BASAud

Schedule a Meeting with Joshua TODAY!Are you building your landscaping or hardscaping business for growth while your profits quietly disappear? Right now, many outdoor living pros are facing a confusing market where demand feels steady but profits are getting squeezed. Costs are rising, competition is shifting, and the strategies that worked during the boom years are no longer reliable. If you're still operating like the market is growing fast, you could be setting your business up for serious financial pressure.You will: Learn how to stay profitable even when the economy is flat or slowing  Understand how to win market share without cutting your prices  Discover the financial habits that separate stable businesses from those that fail  Hit play now to learn how to protect your profits, outlast competitors, and position your business to win in today's changing market.Ready to get your copy of The CORE 10 Sales Playbook? Check it out HERE!Connect with Joshua at:The WebsiteThe Facebook GroupSales Master ClassesHow to work with Joshua - https://yes.express/apply/Tune into this podcast where a seasoned craftsman shares expert communication skills, strategies for overcoming stress and overwhelm, and insights on building a profitable business in landscaping and hardscaping, with tips on how to sell, close more deals, and achieve financial freedom to retire early as a successful business owner in the design/build and outdoor living industry. Music from #Uppbeat:https://uppbeat.io/t/abbynoise/puncherLicense code: AWUDIYK15E3NWYPK

 **Blending Charity and Commerce**Jenkin estimated the couple's potential earnings this week: $2 million from speaking engagements, $3.5 million from sponsorships, and $4.5 million from media content value.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Schedule a Meeting with Joshua TODAY!Are you accidentally leaving profit on the table as a landscaper or hardscaper heading into 2026? With rising costs, flat demand, and increased competition, outdoor living pros can't rely on old strategies anymore. This episode breaks down what's actually happening in the economy and how it directly impacts your pricing, scheduling, and profitability so you can stay ahead while others fall behind.You will: Learn why 2026 is the year the best outdoor living pros will dominate their markets  Discover how to price based on market value instead of undercharging with outdated methods  Understand how to optimize scheduling and job selection to increase profit without increasing workload  Hit play now to learn how to position your landscaping or hardscaping business to outperform the competition and maximize profit in 2026.Ready to get your copy of The CORE 10 Sales Playbook? Check it out HERE!Connect with Joshua at:The WebsiteThe Facebook GroupSales Master ClassesHow to work with Joshua - https://yes.express/apply/Tune into this podcast where a seasoned craftsman shares expert communication skills, strategies for overcoming stress and overwhelm, and insights on building a profitable business in landscaping and hardscaping, with tips on how to sell, close more deals, and achieve financial freedom to retire early as a successful business owner in the design/build and outdoor living industry. Music from #Uppbeat:https://uppbeat.io/t/abbynoise/puncherLicense code: AWUDIYK15E3NWYPK

It's tax season, and this week taxes are due. We talked to a member of the Ramsey team, George Kamel, all about how to get your taxes in order.

Alex Krainer is a Croatian-born market analyst, author, and former hedge fund manager based in Monaco. Coming of age in socialist Yugoslavia, Krainer's unconventional path took him from serving in Croatia's war of independence to becoming one of the few fund managers to generate positive returns (+27-percent) during the 2008 financial crisis. He founded his own investment management firm in 2007 and later joined Altana Wealth, where he developed systematic portfolio allocation strategies bridging technology and finance. Krainer is the author of Mastering Uncertainty in Commodities Trading"(ranked #1 by Financial-Expert.co.uk), The Grand Deception, and Alex Krainer's Trend Following Bible. A sought-after voice on geopolitics, commodities markets, and global finance, he publishes regular market analysis through TrendCompass and his Substack, offering sharp, unconventional insights shaped by his unique background navigating both socialist regimes and Western financial markets. The KunstlerCast theme music is the beautiful Two Rivers Waltz written and performed by Larry Unger

Thousands of business owners unknowingly trust unqualified preparers with sensitive financial data. This episode reveals the credentials that actually matter, red flags that signal trouble, and protection steps worth taking before audit notices arrive at your door.Learn more: https://www.vikprocpa.com/taxservices.php VIk Randhawa, CPA City: Newark Address: 35111 Newark Boulevard Website: https://www.vikprocpa.com/ Phone: +1 510 258 4495 Email: Info@vikprocpa.com

Get 15% off your License to Glow with promo code AMELIAPLEASE at https://www.licensedtoglow.com/ Financial Expert, author of Future Rich Person and host of Financial Tea podcast, Haley Sacks (aka  @mrsdowjones ) joins Evan and Amelia for finance talk that's actually for the girls. We break down the wildly confusing money realities of Girls and Broad City, from Hannah Horvath's unpaid internship era to Abbi grinding through minimum-wage jobs and Marnie insisting she's “fine” (she's not). Evan and Amelia share their own financial flops, and Haley proves that getting financially literate is easier than learning the Dyson Airwrap and takes fewer steps than your skincare routine. She also explains how twentysomething TV shows blur the line between real life and TV magic. It's finance, but for girls' girls. Future Rich Person: The New Rules for Building Wealth (Even if You're Stuck, Broke, and that Billionaire Won't Text You Back...) is available for pre-order now and out May 12! Financial Tea podcast is available everywhere you listen to podcasts! Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on Half Past Chai, we sit down with TikTok finance creator DollarsWithDrew as he reviews our income, spending habits, money mistakes, and how we actually manage life as creators and business owners.If you've ever wondered how creators make money, what financial transparency really looks like, or how to think smarter about your own finances this episode is for you.Now settle in, get cozy, and grab your chai.

Financial Expert Explains Rise In US stocks full 297 Tue, 06 Jan 2026 14:01:29 +0000 XKwXrSpaSGfS4cajOdt1TpcwbX3qMlet news The Big K Morning Show news Financial Expert Explains Rise In US stocks The Big K Morning Show 2024 © 2021 Audacy, Inc. News False https://player.amperwavepodcasting.com?feed-link=

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Laura Finney. A seasoned financial literacy educator and coach. Laura shares her deeply personal journey into financial education, sparked by a lack of preparedness in her own life and a family experience that resulted in the loss of generational wealth. Through candid storytelling and practical advice, she empowers listeners to take control of their financial futures with strategic planning, budgeting, and mindset shifts.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Laura Finney. A seasoned financial literacy educator and coach. Laura shares her deeply personal journey into financial education, sparked by a lack of preparedness in her own life and a family experience that resulted in the loss of generational wealth. Through candid storytelling and practical advice, she empowers listeners to take control of their financial futures with strategic planning, budgeting, and mindset shifts.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Laura Finney. A seasoned financial literacy educator and coach. Laura shares her deeply personal journey into financial education, sparked by a lack of preparedness in her own life and a family experience that resulted in the loss of generational wealth. Through candid storytelling and practical advice, she empowers listeners to take control of their financial futures with strategic planning, budgeting, and mindset shifts.

Schedule a Meeting with Joshua TODAY!Are you busy—but still struggling to make real profit as a contractor heading into 2026?With demand uneven, winter approaching, and economic growth slowing, many contractors are stuck chasing work just to cover overhead. In this episode, Greg Crabtree breaks down how the best contractors are adapting—by pricing smarter, staying lean, and using scheduling and soft skills to win high-margin jobs even in a tough market.You will:Learn how to protect cash flow without destroying your capacity during slow seasonsDiscover why pricing, scheduling, and customer interaction determine profitability more than volumeUnderstand how premium contractors are taking market share while others struggleIf you want to stay profitable, resilient, and positioned to win as the market shifts, press play and learn how to prepare your contracting business for the next 3–6 months and beyond.Interested in being the first to know when The CORE 10 drops? Sign up HERE: https://yes.express/core-10/Connect with Joshua at:The WebsiteThe Facebook GroupSales Master ClassesHow to work with Joshua - https://yes.express/apply/Tune into this podcast where a seasoned craftsman shares expert communication skills, strategies for overcoming stress and overwhelm, and insights on building a profitable business in landscaping and hardscaping, with tips on how to sell, close more deals, and achieve financial freedom to retire early as a successful business owner in the design/build and outdoor living industry.

Schedule a Meeting with Joshua TODAY!Is your outdoor living business actually profitable—or just busy?As the economy softens and demand tightens, outdoor living pros, landscapers, and hardscapers are entering a market that will quickly separate strong operators from struggling ones. In this episode, Joshua Gillow sits down with financial expert Greg Crabtree to break down what contractors should really be watching—and why margin, not revenue, will decide who wins heading into 2026.Listeners will learn: • What the current economic signals really mean for contractors • Why gross margin matters more than top-line revenue • How to optimize staffing, pricing, and operations for a slower marketHit play now to learn how to protect your margins, stay profitable, and position your outdoor living business to win—no matter what the economy does next.Interested in being the first to know when The CORE 10 drops? Sign up HERE: https://yes.express/core-10/Connect with Joshua at:The WebsiteThe Facebook GroupSales Master ClassesHow to work with Joshua - https://yes.express/apply/Tune into this podcast where a seasoned craftsman shares expert communication skills, strategies for overcoming stress and overwhelm, and insights on building a profitable business in landscaping and hardscaping, with tips on how to sell, close more deals, and achieve financial freedom to retire early as a successful business owner in the design/build and outdoor living industry.

If you won a $1 billion lottery jackpot tomorrow, would you know what to do?In this episode, Powerball winner and host Timothy Schultz sits down with financial advisor and sudden-wealth expert Robert Pagliarini to break down the exact steps to take before you cash your winning ticket.They discuss how to protect yourself, who to call first, how to choose between lump sum and annuity, and the emotional roller coaster that comes with life-changing money.In this episode:What to do in the first 24–72 hours after realizing you've wonHow to protect your ticket and keep your win privateWho should be on your sudden-wealth “team” (attorney, tax pro, financial advisor)Lump sum vs. annuity for a billion-dollar jackpotWhere to put the money and how to think about investingHow to handle people asking for moneyThe psychological side of sudden wealth and how to stay groundedTimothy Schultz won the Powerball jackpot in 1999 and regularly interviews other lottery winners, experts, and people with extraordinary stories on his show Lottery, Dreams & Fortune. This conversation is essential listening for anyone who plays the lottery — or anyone who's ever imagined what they'd do if they won big.Connect with Timothy:Website: https://www.timothy-schultz.com/YouTube: https://www.youtube.com/timothyschultzInstagram: https://www.instagram.com/officialtimothyschultzTikTok: https://www.tiktok.com/@TimothySchultzIf you play the lottery, always play responsibly.Mentioned in this episode:Youtube: LOTTERY, DREAMS AND FORTUNE Podcast

1st Annual Global HIV Awareness Podcast Hosted by Dr. Gigi Sabbat and Jacqueline Goodwin Hosted by Dr. Gigi Sabbat - Motivational Keynote Speaker, 5x Bestselling Author, Life Coach, First generation Haitian American, the host of Walk With Me Podcast on JRQTV, Financial Expert, and CEO and Founder of Life Service Center of America, LLC. Endorsed by Les Brown. Co-Host Jacqueline Goodwin is an ordained pastor and prophetess whose ministry focus is deliverance and healing. She has a passion and heart for the youth, leading her to various positions within the ministry and career field. Guest speakers- Dr. Tanya Gold -Holistic medical doctor and the author of 7 habits of extremely happy people   Michelle “Diamond” Nelson- Michelle “Diamond” Nelson-Searcy is a visionary public relations executive and community advocate whose passion for elevating voices led to the creation of NxtLevel Promotion and Infinite Perspectives Brand. Linda Boston- Linda Boston is an award-winning performing and literary artist, advocate, and community leader whose creative and humanitarian work has empowered audiences nationwide. Mara Lynne - Powerhouse and an amazing speaker. https://www.clubhouse.com/@mara.lynne

Interview recorded - 20th of November, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Alex Krainer. Alex has worked as a market analyst, researcher, trader and hedge fund manager since 1996. He is the founder Krainer Analytics and creator of I-System Trend following. During our conversation we spoke about Alex's outlook on the current geopolitical landscape, potential for a peace agreement between Russia & Ukraine, the forgotten Europe, risk of WW3 and more. I hope you enjoy!0:00 – Introduction1:20 – Geopolitics overview9:18 – Peace agreement?15:02 – Europe forgotten?21:00 – Middle East & Asia35:40 – Risk of WW3?39:36 – One message to takeawayAlex is the founder of Krainer Analytics and creator of I-System Trend Following. He has worked as a market analyst, researcher, trader and hedge fund manager since 1996. Alex was born and raised in a socialist regime of former Yugoslavia, under one-party communist rule. As a 17-year old he joined a student exchange program and took up his university studies there, ultimately transferring to Switzerland on a scholarship where he completed a degree in Business and Economics.From Switzerland his path led him to Venezuela where he lived for a year and experienced his first banking crisis in 1994 when 9 of Venezuela's 16 largest banks failed and brought the country's economy to a grinding halt. The same year he returned to Croatia and joined the military where he served through 1995 during the last phases of Croatia's war of independence. In 1996, upon discharge from the military, Alex took employment at an oil trading company in Monaco. In 1998 he became the head of risk and CEO in 2000. Alex had originated the firm's research and development program in market analysis and application of neural networks and artificial intelligence in trading of financial and commodities markets. By 2007 Alex launched his own investment management business and was among the small minority of managers who generated positive investment returns (+27%) during the 2008 financial crisis. Over the following six years, his fund outperformed the Dow Jones Credit Suisse index of Blue Chip commodity futures trading funds. In 2011 Alex Joined Lee Robinson's Altana Wealth to manage the firm's inflation hedging strategy. In 2019 Alex created Altana Wealth's systematic portfolio allocation strategy designed to bridge the gap between technology and finance. In more recent years, Alex also busied himself as an author. He published his first book “Mastering Uncertainty in Commodities Trading” in 2015. In 2021 this book was selected as #1 on Financial-Expert.co.uk's list of “The 5 Best Commodities Books for Investors and Traders.” In 2017 he published “The Grand Deception” which is available exclusively from the RedPill Press. In 2021 he published “Alex Krainer's Trend Following Bible.”Alex Krainer - X - https://x.com/NakedHedgieI-System - https://isystem-tf.com/Substack - https://alexkrainer.substack.com/Trend Compass - https://isystem-tf.com/trendcompass/WTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

In this powerful episode, financial strategist and bestselling author Lance Mays joins us to reveal the real secrets behind wealth preservation, zero-tax retirement planning, and protecting your financial future.

The money talk heats up as financial expert Jini Thornton joins to break down smart holiday spending: setting budgets, avoiding impulse buys, and aligning finances with one’s personal values. Her insights help listeners prepare for the season without stress. See omnystudio.com/listener for privacy information.

Entrepreneur Magazine, The Grio, Black Enterprise, Author Recently Rahkim wrote in Entrepreneur Magazine""I Went Viral for Quitting My Job Because It Was Impacting My Mental Health. Here Are the 4 Things I Did to Prepare for Full-Time Entrepreneurship.Want to 'fire' your boss? You'll need to be prepared."Rahkim Sabree Mission is.............. "To inspire multi-generational growth; spiritually, mentally, and physically through the lens of my words and experiences."From Section 8 to Owning Multiple Homes, Rahkim has grown from being raised in humble dwellings to reaping the benefits of owning his investments.As a speaker Rahkim has graced stages, classrooms, work spaces, and board rooms serving on panels and delivering workshops, seminars, and keynotes. Most notable of which was the TEDx stage in Hartford, CT. Rahkim is always looking for opportunities to spread his message.On the heels of his new book entitled Financially Irresponsible, author Rahkim Sabree says that closing the financial literacy gap can be done with the establishment of a team.Rahkim is a millennial /Gen Z African American man who's accomplished financial goals like attaining the coveted 800 FICO credit score, to purchasing his first home under 30. He mentions, “These were not things discussed growing up in Mount Vernon, NY.”His hope is to inspire others like him to not only become financially literate, but to share what they know with others.Rahkim's book is packed full of advice, tips, guides, and powerful insights that many people are going to find useful and empowering. For more information about the book, please visit here.He can be reached on Instagram @UnlimitedInvestmentInquiries and is looking to connect with celebrities and influencers who share in his passion to spread Financial Literacy awareness.For more information visit his official web site at rahkimsabree.com© 2025 All Rights Reserved© 2025 BuildingAbundantSuccess!!Join Me on ~ iHeart Media @ https://tinyurl.com/iHeartBASJoin Me @ Spot Me on Spotify: https://tinyurl.com/yxuy23baAmazon Music ~ https://tinyurl.com/AmzBASAudacy: https://tinyurl.com/BASAud 

Ready to make the smartest Social Security decisions for your retirement? Financial expert Catherine Scrivano explains key choices every woman needs to know before filing. "You really have to be thoughtful and strategic about it, and understand what all the choices are," says Catherine Scrivano, Financial Planner and President of CASCO Financial Group in Phoenix, AZ

Get The 5 Stocks Listed + FREE $1,000 in NVIDIA Stock: Open your account today → https://www.anthonyoneal.com/moomooAre you missing out on the next Nvidia? Financial expert Courtney Hale reveals 5 up-and-coming stocks under $100 that have MASSIVE growth potential by 2030.

The Diary Of A CEO with Steven Bartlett: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Morgan Housel, global expert on personal finance, shares powerful lessons on Warren Buffett's hidden struggles, Elon Musk's sacrifices, money trauma and financial habits, how to invest wisely, and the psychology behind saving, spending, and success.  Morgan Housel is a partner at Collaborative Fund, former columnist for The Wall Street Journal, and a speaker on investing, saving, spending, and financial independence. He is also the bestselling author of books, such as: ‘The Psychology of Money' and ‘The Art of Spending Money'. He explains: ◼️ Why more money rarely solves unhappiness ◼️ How envy and social comparison drive overspending ◼️ Why extreme wealth often comes at the cost of health and relationships ◼️ How inflated definitions of “wealth” fuel endless consumerism ◼️ Why true happiness comes from family, friends, and health - not luxury (00:00) Intro (02:33) The Importance of Spending Money (04:43) Why Will This Podcast Make My Life Better? (07:54) Is There Something Wrong With Chasing Status? (10:26) What's the Evolutionary Basis for This Stuff? (15:43) There's Always a Trade-Off (17:55) Saving Addiction (19:41) Can Money Make You Happy? (25:08) Are We All Stuck in a Status Game? (29:14) Is the "Freedom" Culture Actually Making People Unhappy? (31:12) Your Favorite Form of Saving Is Spending (33:17) Jealousy of Other People's Wealth (35:17) The Spectrum of Financial Independence (38:57) How Do People Achieve Financial Independence? (41:32) How Does Dopamine Factor Into All of This? (49:07) We're Wired to Want More (54:51) People Retiring Early Tend to Wish They Hadn't (55:52) Passive Income Myths (58:06) Ads (59:07) Do I Need to Know About Economics for This? (1:05:01) What's Going On in the World? (1:08:55) How Wealth Inequality Is Dividing People (1:10:50) The Charlie Kirk Shooting (1:19:04) Is There a Way Back From This Divide? (1:23:39) What Should We Be Doing to Help? (1:25:28) Are You Optimistic About the Western Economy? (1:27:23) Favorite Chapter From the Book (1:32:34) Ads (1:34:42) Why You Should Try New Things (1:37:29) Are You Chasing a Lifestyle That's Not Right for You? (1:40:48) Does Jack Think Steven Is Happy? (1:49:37) Should We Feel Guilty About the Lack of Contentment? (1:52:49) The Relationship Between Money and Kids (1:55:42) The Exact Formula for Spending (2:02:05) Humble Bubble (2:04:07) Do You Have Major Regrets in Life? Follow Morgan: Instagram - https://bit.ly/3KllnvJ X - https://bit.ly/4pJf4lT You can purchase Morgan's book, ‘The Art of Spending Money', here: https://amzn.to/46F9JTO The Diary Of A CEO: ◼️Join DOAC circle here - https://doaccircle.com/  ◼️Buy The Diary Of A CEO book here - https://smarturl.it/DOACbook  ◼️The 1% Diary is back - limited time only: https://bit.ly/3YFbJbt  ◼️The Diary Of A CEO Conversation Cards (Second Edition): https://g2ul0.app.link/f31dsUttKKb  ◼️Get email updates - https://bit.ly/diary-of-a-ceo-yt  ◼️Follow Steven - https://g2ul0.app.link/gnGqL4IsKKb  Sponsors: Linkedin Jobs - https://www.linkedin.com/doac  Vanta - https://vanta.com/steven   Replit - http://replit.com with code STEVEN

The Diary Of A CEO with Steven Bartlett Key Takeaways  Saving too much is just as bad as spending too much, from a psychological perspective; being too far on either end of this spectrum means that money is controlling you  Money amplifies who you already are: It will not cure anxiety or depression, but if you're already happy, it will enhance your life Saving money is the equivalent of purchasing independence A reasonable savings goal: enough that if you lost your job, your car broke down, or your roof needed replacing, you could handle it without losing sleepYour feeling of wealth is what you have minus what you want – and it is so easy to ignore the latter There are two ways to get wealthier: (1) Sacrifice more or (2) Want less There is an optimal level of intelligence for being successful as an investor: The beginner and the Wall Street veteran both invest in index funds; only the midwit tries to beat the market Be smart enough to understand the basics, but not so smart that they become boring to you The biggest risk is always unknowable: The worst economic story that happens in the next ten years will be something that no one is talking about today If no one could see how you are living, how would you choose to live? Read the full notes @ podcastnotes.orgMorgan Housel, global expert on personal finance, shares powerful lessons on Warren Buffett's hidden struggles, Elon Musk's sacrifices, money trauma and financial habits, how to invest wisely, and the psychology behind saving, spending, and success.  Morgan Housel is a partner at Collaborative Fund, former columnist for The Wall Street Journal, and a speaker on investing, saving, spending, and financial independence. He is also the bestselling author of books, such as: ‘The Psychology of Money' and ‘The Art of Spending Money'. He explains: ◼️ Why more money rarely solves unhappiness ◼️ How envy and social comparison drive overspending ◼️ Why extreme wealth often comes at the cost of health and relationships ◼️ How inflated definitions of “wealth” fuel endless consumerism ◼️ Why true happiness comes from family, friends, and health - not luxury (00:00) Intro (02:33) The Importance of Spending Money (04:43) Why Will This Podcast Make My Life Better? (07:54) Is There Something Wrong With Chasing Status? (10:26) What's the Evolutionary Basis for This Stuff? (15:43) There's Always a Trade-Off (17:55) Saving Addiction (19:41) Can Money Make You Happy? (25:08) Are We All Stuck in a Status Game? (29:14) Is the "Freedom" Culture Actually Making People Unhappy? (31:12) Your Favorite Form of Saving Is Spending (33:17) Jealousy of Other People's Wealth (35:17) The Spectrum of Financial Independence (38:57) How Do People Achieve Financial Independence? (41:32) How Does Dopamine Factor Into All of This? (49:07) We're Wired to Want More (54:51) People Retiring Early Tend to Wish They Hadn't (55:52) Passive Income Myths (58:06) Ads (59:07) Do I Need to Know About Economics for This? (1:05:01) What's Going On in the World? (1:08:55) How Wealth Inequality Is Dividing People (1:10:50) The Charlie Kirk Shooting (1:19:04) Is There a Way Back From This Divide? (1:23:39) What Should We Be Doing to Help? (1:25:28) Are You Optimistic About the Western Economy? (1:27:23) Favorite Chapter From the Book (1:32:34) Ads (1:34:42) Why You Should Try New Things (1:37:29) Are You Chasing a Lifestyle That's Not Right for You? (1:40:48) Does Jack Think Steven Is Happy? (1:49:37) Should We Feel Guilty About the Lack of Contentment? (1:52:49) The Relationship Between Money and Kids (1:55:42) The Exact Formula for Spending (2:02:05) Humble Bubble (2:04:07) Do You Have Major Regrets in Life? Follow Morgan: Instagram - https://bit.ly/3KllnvJ X - https://bit.ly/4pJf4lT You can purchase Morgan's book, ‘The Art of Spending Money', here: https://amzn.to/46F9JTO The Diary Of A CEO: ◼️Join DOAC circle here - https://doaccircle.com/  ◼️Buy The Diary Of A CEO book here - https://smarturl.it/DOACbook  ◼️The 1% Diary is back - limited time only: https://bit.ly/3YFbJbt  ◼️The Diary Of A CEO Conversation Cards (Second Edition): https://g2ul0.app.link/f31dsUttKKb  ◼️Get email updates - https://bit.ly/diary-of-a-ceo-yt  ◼️Follow Steven - https://g2ul0.app.link/gnGqL4IsKKb  Sponsors: Linkedin Jobs - https://www.linkedin.com/doac  Vanta - https://vanta.com/steven   Replit - http://replit.com with code STEVEN

Budgeting often feels more restrictive than empowering--what if that changed? In this session, Rachel Coons shares her journey from scarcity and overwhelm to abundance and empowerment—revealing why most money advice misses the mark for moms. Discover the surprising mindset shifts, real-life stories, and practical tips that helped Rachel (and countless others) save money, reduce stress, and finally feel good about their finances. This session is for you if you are ready to rethink your relationship with money. FREEBIE for all: How To Save $600 Next Month On Groceries With My 4-Step Proven Method online training BONUS raffled off to All-Access Pass Holders: Money Mindset Audio Course Get the Basic Pass to watch and/or read each speaker session for free through Sunday, October 12th. Upgrade to the All-Access Pass for ad-free listening on a private podcast feed, + lifetime access to all content visual, audio, and written.    Rachel Coons is the founder of Money Mom Club and host of The Money Mom Podcast. She helps stay-at-home moms feel confident with money, ditch the paycheck-to-paycheck cycle, and create financial freedom—without giving up takeout or Target runs. Through practical systems, mindset shifts, and real-life budgeting strategies, Rachel makes finances feel simple, empowering, and even fun. FOLLOW ON IG WEBSITE Learn more about your ad choices. Visit megaphone.fm/adchoices

Morgan Housel, global expert on personal finance, shares powerful lessons on Warren Buffett's hidden struggles, Elon Musk's sacrifices, money trauma and financial habits, how to invest wisely, and the psychology behind saving, spending, and success.  Morgan Housel is a partner at Collaborative Fund, former columnist for The Wall Street Journal, and a speaker on investing, saving, spending, and financial independence. He is also the bestselling author of books, such as: ‘The Psychology of Money' and ‘The Art of Spending Money'. He explains: ◼️ Why more money rarely solves unhappiness ◼️ How envy and social comparison drive overspending ◼️ Why extreme wealth often comes at the cost of health and relationships ◼️ How inflated definitions of “wealth” fuel endless consumerism ◼️ Why true happiness comes from family, friends, and health - not luxury (00:00) Intro (02:33) The Importance of Spending Money (04:43) Why Will This Podcast Make My Life Better? (07:54) Is There Something Wrong With Chasing Status? (10:26) What's the Evolutionary Basis for This Stuff? (15:43) There's Always a Trade-Off (17:55) Saving Addiction (19:41) Can Money Make You Happy? (25:08) Are We All Stuck in a Status Game? (29:14) Is the "Freedom" Culture Actually Making People Unhappy? (31:12) Your Favorite Form of Saving Is Spending (33:17) Jealousy of Other People's Wealth (35:17) The Spectrum of Financial Independence (38:57) How Do People Achieve Financial Independence? (41:32) How Does Dopamine Factor Into All of This? (49:07) We're Wired to Want More (54:51) People Retiring Early Tend to Wish They Hadn't (55:52) Passive Income Myths (58:06) Ads (59:07) Do I Need to Know About Economics for This? (1:05:01) What's Going On in the World? (1:08:55) How Wealth Inequality Is Dividing People (1:10:50) The Charlie Kirk Shooting (1:19:04) Is There a Way Back From This Divide? (1:23:39) What Should We Be Doing to Help? (1:25:28) Are You Optimistic About the Western Economy? (1:27:23) Favorite Chapter From the Book (1:32:34) Ads (1:34:42) Why You Should Try New Things (1:37:29) Are You Chasing a Lifestyle That's Not Right for You? (1:40:48) Does Jack Think Steven Is Happy? (1:49:37) Should We Feel Guilty About the Lack of Contentment? (1:52:49) The Relationship Between Money and Kids (1:55:42) The Exact Formula for Spending (2:02:05) Humble Bubble (2:04:07) Do You Have Major Regrets in Life? Follow Morgan: Instagram - https://bit.ly/3KllnvJ X - https://bit.ly/4pJf4lT You can purchase Morgan's book, ‘The Art of Spending Money', here: https://amzn.to/46F9JTO The Diary Of A CEO: ◼️Join DOAC circle here - https://doaccircle.com/  ◼️Buy The Diary Of A CEO book here - https://smarturl.it/DOACbook  ◼️The 1% Diary is back - limited time only: https://bit.ly/3YFbJbt  ◼️The Diary Of A CEO Conversation Cards (Second Edition): https://g2ul0.app.link/f31dsUttKKb  ◼️Get email updates - https://bit.ly/diary-of-a-ceo-yt  ◼️Follow Steven - https://g2ul0.app.link/gnGqL4IsKKb  Sponsors: Linkedin Jobs - https://www.linkedin.com/doac  Vanta - https://vanta.com/steven   Replit - http://replit.com with code STEVEN

Wyatt O'Rourke is the founder of Basilic Financial and author of "The Bitcoinization of Finance." He offers a unique perspective combining financial expertise with a deep belief in Bitcoin, conservative values, and responsible wealth stewardship.› https://x.com/wyattorourke_PARTNERS

If you want to achieve significance and success in life, you have to be intentional! In this episode, John C. Maxwell teaches a lesson on how you can embrace intentional living and make a difference in the lives of others.  After his lesson, Mark Cole and Chris Robinson sit down to talk about what John has shared and offer practical advice that will help you apply what you've learned to your life and leadership.  Key takeaways:  Intentional living is the bridge that will lead you to a life that matters.  Choose a life that matters by becoming an intentional person.  Make a difference with others wherever you are, with whatever you have, day by day.  Our BONUS resource for this episode is the How to Embrace Intentional Living Worksheet, which includes fill-in-the-blank notes from John's teaching. You can download the worksheet by visiting MaxwellPodcast.com/IntentionalLiving and clicking “Download the Bonus Resource.”  This episode is sponsored by BELAY:  Leaders, stop trying to do it all yourself. The best leaders know their limits, operate out of their strengths, and set others up for success. Find freedom with BELAY — pairing you with vetted U.S. virtual assistants so you can focus on what matters.     To help you get started, BELAY is offering Maxwell Leadership listeners a free download of their resource, The Cost of Not Hiring a Financial Expert. Just text MAXWELL to 55123 for FREE access.  References:  Watch this episode on YouTube! Enroll in the High Road Leadership online course for $199 (reg. $299) What You Focus On Expands (Part 2) Podcast Episode Significance and Selfishness Podcast Episode Are you a young leader? Take our Next Generation Leader survey and receive The Mentor's Guide to Everyday Challenges for FREE! Learn more about the 5 Levels of Leadership Workshop for your teams! Join the Maxwell Leadership Certified Team Shop the Maxwell Leadership Online Store Check out this episode's featured books...  Chris Robinson's From Drift to Drive John Maxwell's Everyone Communicates, Few Connect John Maxwell's 25 Ways to Win With People John Maxwell's Good Leaders Ask Great Questions

Ever wondered how wealthy investors legally pay little—or even zero—taxes? In this episode of The Jack Bosch Show, Jack sits down with tax strategist Carlotta Thompson, creator of the Pathway to Zero. Carlotta shares insider strategies from her time at the IRS and explains why documentation is everything. From the Augusta Rule and hiring your kids, to Opportunity Zones, empowerment zones, and even private foundations, you'll learn real, actionable ways to protect your wealth and cut your tax bill. Register for Carlotta's free Live training "Pathway to Zero" here

Send us a textIn episode 272 of Beyond The Story, Sebastian Rusk interviews Stan Sukhinin, Financial Expert and Fractional CFO for medical clinic owners. Stan shares his journey from corporate lending and investment banking to launching his own hedge fund, as well as the lessons that have shaped his career.Tune in to discover how these formative experiences shaped his career and led him to where he is today.TIMESTAMPS[00:01:02] Business inspiration from childhood.[00:05:39] Financial mismanagement in entrepreneurship.[00:08:49] Fractional CFO for medical clinics.[00:12:11] Fractional CFO benefits for businesses.QUOTES "My mission is to help entrepreneurs never be out of the game because of their financial mismanagement." -Stan Sukhinin"The most important thing is to explain to you where you're wrong and deliver this message in a proper way so that you get it." -Stan Sukhinin"If your best method to manage your finances is just logging in your bank account and checking if it's higher or lower, it's also a symptom, probably at least like, so then just schedule one or two strategic sessions with anyone." -Stan Sukhinin==========================Need help launching your podcast?Schedule a Free Podcast Strategy Call TODAY!PodcastLaunchLabNow.com==========================SOCIAL MEDIA LINKSSebastian RuskInstagram:https://www.instagram.com/podcastlaunchlab/Facebook: Facebook.com/sruskLinkedIn: LinkedIn.com/in/sebastianrusk/YouTube: Youtube.com/@PodcastLaunchLabStan SukhininLinkedIn: https://www.linkedin.com/in/stan-sukhinin/ Facebook: https://www.facebook.com/stan.sukhinin/ WEBSITEStan Sukhinin: https://www.sukhinin.org/ ==========================Take the quiz now! https://podcastquiz.online/==========================Need Money For Your Business? Our Friends at Closer Capital can help! Click here for more info: PodcastsSUCK.com/money==========================PAYING RENT? Earn airlines when you do with the Bilt Rewards MastercardAPPLY HERE: https://bilt.page/r/2H93-5474

Join Doug Bennett as he sits down with Financial Expert and Business Coach Monica Garcia Duggal. For 30 years she has been helping people, in particular, entrepreneurs to build wealth without burnout. Monica explains how the 80/20 rule, breath-work, meditation, a commitment to self-care and doing what she loves, including becoming an Ironman athlete, have helped her achieve big, audacious goals to create the life she loves. KEY TAKEAWAYS Monica has always used written goals to stretch herself and achieve more than anyone would think is possible. Use the 80/20 rule in all aspects of your life. Including when deciding how to spend your personal time. Focus in on the things that bring you the most joy, the things that nurture and re-energise you the most. Self-care is essential. Protect and feed your curiosity. That is where your most successful ideas come from. Curiosity also provides fuel to keep you motivated, growing and moving forward. Breath work is incredibly, incredibly powerful. Even 10 minutes a day will change your physiology and brain. For Monica, it has played a big role in helping her succeed. Companies that do not require the founder to run and remain profitable are easy to sell for a big profit. Focus on building self-managing companies. BEST MOMENTS "Goals, that's everything. You just have to figure out what you want, set the goal, and then just move forward on it. " "The 80/20 rule - 20% of whatever you do is giving you 80% of the results." "With goals, just show up. Everything will work itself out. Just show up, don´t judge. Show up and you will reach all your dreams." "Pay attention to your breathing three times per day. Even 10 breaths that's gonna start changing the neurons in your brain.." "To get the best price for your business, you've got to be superfluous to it." ABOUT THE GUEST Monica Garcia Duggal Unlock Financial Clarity and Freedom: Your Financial BITES Blueprint™ - by using this link - https://www.monicagarciaduggal.com/opt-in Website: www.monicagarciaduggal.com LinkedIn : https://www.linkedin.com/in/monicagduggal VALUABLE RESOURCES Website: http://dougbennett.co.uk Email: doug@dougbennett.co.uk LinkedIn: https://www.linkedin.com/in/financialdoug Twitter: https://twitter.com/FinancialDoug Facebook Wealth Tribe: https://join.dougbennett.co.uk Download Your "Ten-Step Guide To Financial Freedom" Here: https://bit.ly/Struggle-Success BOOKS: Goals Do Come True is now live and available to buy on Amazon: https://amzn.to/3phcy6Z Think Simple, Win Big is now live and available to buy on Amazon: https://www.amazon.co.uk/Think-Simple-Win-Big-Business Enjoy, and come back for the latest podcast each Wednesday. Thank you for listening. This Podcast has been brought to you by Disruptive Media https://disruptivemedia.co.uk

Forbes, Wall Street Journal, New York Times, CNNForbes, Wall Street Journal, New York Times, CNN~ It's time for Lessons in Building Wealth & Keeping It! America's Wealth Expert!! CEO of Live Out Loud~ Loral is a highly sought-after money management expert, she has appeared in USA Today, The Wall Street Journal and The New York Times, on television at and on the web at ABCNews.com, Forbes.com, and BusinessWeek.com.Loral Langemeier did not start out life with money or connections. connections.She grew up in rural American and while in high school at age 17, Loral built her first business, a health-training company. Loral rose to a senior-level position with Fortune 500 Company Chevron in San Francisco and spent five years in corporate America. While continuing her own businesses on the side, Loral developed her secret formula of the wealthy: to manage and build a portfolio to create even greater wealth. Pursuing her life-long plan to be millionaire by age 35, Loral reached that goal two weeks shy of her 34th birthday, while getting ready to be a single mom.Her portfolio at that time contained Real Estate properties, businesses, gas/oil, and notes. Loral grew Live Out Loud into a multi-million company in only five years. LiveOutLoud.com© 2025 Building Abundant Success!!2025 All Rights ReservedJoin Me on ~ iHeart Media @ https://tinyurl.com/iHeartBASSpot Me on Spotify: https://tinyurl.com/yxuy23baAmazon ~ https://tinyurl.com/AmzBAS

On this episode of CFO at Home, Vince's guest is Frank Buchholz, a seasoned financial expert with over 40 years of experience, and the author of The Investor's Golden Playbook, 12 Rules for Achieving Real Wealth. Frank shares his personal financial journey, building an impressive retirement savings of over $8 million, beginning with modest contributions to his 401(k) in the early 1980s. He discusses the importance of maxing out contributions, the critical decisions he made during market downturns, and the lessons learned from navigating the Great Recession. Frank also emphasizes the significance of understanding investment strategies and the need for guidance in today's investment landscape. For more about Frank and The Investor's Golden Playbook, visit investorsgoldenplaybook.com Key Topics: Frank's Journey: From $2,000 Contributions to $8 Million in Savings The Importance of Maxing Out Your 401(k) Navigating Market Downturns: Lessons from the Great Recession The Shift from Pensions to 401(k)s: A New Era of Retirement Planning Building a Legacy: Passing Wealth and Knowledge to the Next Generation Understanding the Need for Investment Guidance Key Links: Investors Golden Playbook Contact - Investors Golden Playbook Contact the Host - vince@thecfoathome.com  Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

Text us a review. Ep#243: Host, January Liddell and co-host, Sharett Miller with guest, Nick Hool, P.h.D. Founder and CEO of Hoolest Performance Technologies, Inc. You can now ‘Text Us a Review.' Or leave us a review on any of our audio and video platforms. Thank you for listening. If you would like to support our show, click the links below.  Disclaimer:  The hosts of this show are not doctors, therapists, psychologists, lawyers, or medical professionals of any kind. Although some of our guests are professionals in these areas, be advised if you have any life-threatening medical conditions or mental health, please see your doctor. National Suicide Hotline: 988 Helen Edwards is the International Author of Nothing Sexier Than Freedom and Host to the Sexy Freedom Media Podcast and Your Morning Sauce. For more information click here: https://linktr.ee/sexyfreedommedia January Liddell is a Financial Expert, author, and military wife. More info click here: https://januaryliddell.com/ Sharett Miller is a Board-Certified Hypnotherapist, owner of The Divine Expansive, fabulous mother and wife. https://www.youtube.com/@thedivineexpansiveAbout Guest: Nicholas Hool, Ph.D. Founder and CEO of Hoolest Performance Technologies, Inc. Creator of the VeRelief Prime High Strength Drug-Free Stress Recovery Tool. https://hoolest.com/Support the show

In this episode of Your Daily Chocolate, Patty interviews Shari Rash, a nationally recognized financial advisor and money mindset expert. Shari shares insights on making finance enjoyable, understanding money personalities, and the importance of setting guardrails instead of rigid budgets. She also highlights the differences between men and women in financial planning and offers valuable tips for parents teaching kids about money. Learn how to view money positively and discover practical strategies for better financial management.Find more about Shari below:www.everyonestalkinmoneypodcast.comhttps://www.facebook.com/everyonestalkinmoney   Instagram @everyonestalkinmoneyShari Rash is a nationally recognized financial advisor, money mindset expert, and the host of Everyone's Talkin' Money—named a Top 4 money podcast by The New York Times, with over 24 million downloads. She's also the founder of GWA Wealth, a virtual advisory firm helping women navigate money with confidence, clarity, and zero shame.With 17 years of experience and a no-nonsense style, Shari breaks down complex financial topics into real-life conversations that empower women to own their worth and build lasting wealth. She's been named a 2024 Best Wealth Manager and Advisor Under 40 by InvestmentNewsand holds an Advisor For Women Certificate from Willow.When she's not talking money, she's a mom of four, Goldendoodle wrangler, and unapologetic lover of Grandmillennial decor.Episode Highlights:00:17 Meet Sherry Rash: Financial Advisor Extraordinaire01:05 Making Finance Fun02:35 Understanding Money Personalities07:50 Women and Financial Services12:42 Teaching Financial Literacy to the Next Generation18:29 Budgeting Woes and Guardrails19:14 Defining Needs vs. Wants20:00 Spending Strategies and Guardrails22:05 Retirement Planning Insights26:23 The Importance of Financial Advisors28:40 Podcast and Personal Insights30:08 Rapid Fire Questions33:33 Conclusion and Key Takeaways

In this exclusive episode of Paisa Vaisa, we host Sanjay Dutt, MD & CEO of Tata Realty & Infrastructure Ltd. A true industry veteran, Dutt unpacks the dramatic evolution of the Indian real estate sector. He traces the market's growth from the pre-liberalization era of the 80s, where office space was a mere 20-30 lakh sq ft, to today's staggering 750 million sq ft of Grade-A space. The conversation covers key trends driving the market today, including the phenomenal growth of various sub-sectors like data centers, senior living, student housing, and industrial warehousing. Sanjay Dutt also shares his expert opinion on the future trajectory of the sector, the influx of global capital, and the crucial impact of regulatory reforms like RERA and the Insolvency and Bankruptcy Code. Pointers: ✔ Historical context: A look back at real estate before liberalization and its explosive growth since the 90s. ✔ Market segmentation: The expansion of the industry into diverse segments like co-living, data centers, and senior living. ✔ Geographic growth: Insights into how tier-1 cities are creating their own "tier-2" sub-markets and the potential for a more balanced growth across India. ✔ Investment vs. speculation: The difference between wealth creation and trading, and where to spot a potential bubble. ✔ Navigating the market: A detailed guide on what to look for when buying property, from freehold titles to developer reputation. ✔ Regulatory impact: The positive, life-changing influence of RERA and insolvency codes on transparency and investor confidence.From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations. Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana & more Watch full episodes right here on YouTube Explore more at ivmpodcasts.comConnect with Anupam Gupta: Twitter: @b50 Instagram: @b_50 LinkedIn: Anupam Gupta Follow IVM Podcasts We’re @ivmpodcasts on Facebook, Twitter & InstagramSee omnystudio.com/listener for privacy information.

 In this episode, Ken Coleman sits down with bestselling author and personal finance expert George Kamel. Learn why some of the most common money habits in America actually wind up keeping you broke, and how President Trump's Big Beautiful Bill will impact your wallet.   Next Steps: ·     

The Greatest Leadership Myth in the world today: INDIVIDUALSaccomplish great things.Nothing of SIGNIFICANCE has ever been achieved by an INDIVIDUALacting alone.Below the surface, what seem like SOLO ACTS, are always TEAMEFFORTS.MYTH: INDIVIDUALS accomplish great things.TRUTH: TEAMS accomplish great things.“It takes 10 hands to score a basket.”—John WoodenYou can't accomplish anything of SIGNIFICANCE without a TEAM.Luke 6:12-13 One of those days Jesus went out to a mountainside to pray, andspent the night praying to God.   When morning came, he called his disciples tohim and chose twelve of them, whom he also designated apostles:3 Leadership Lessons From Jesus On Teamwork1. Very few things are as IMPORTANT as the TEAM you SURROUNDYOURSELF with.Vision Caster, Theologian, Teacher/Communicator, Manager, Teambuilder,Creative, Writer, Recruiter, Conflict Arbitrator, Musician, Counselor, FinancialExpert, Construction, Real Estate, Audio/Visual, Graphic Design, (knoweverything about) Kids, Students, College, Adults, Special Needs, Seniors, FoodService, Funerals, Weddings, Social Media, Marketing, Crisis Management,Human Resources, Legal, Web Design, Development, SecurityGod's DREAM for you will be determined by the STRENGTH of the TEAMaround you.2. When choosing a team, prioritize TEAMWORK over TALENT every time.Luke 6:14-16 Simon (whom he named Peter), his brother Andrew, James, John,Philip, Bartholomew, Matthew, Thomas, James son of Alphaeus, Simon who wascalled the Zealot, Judas son of James, and Judas Iscariot, who became a traitor.Acts 4:13   When they saw the courage of Peter and John and realized that theywere unschooled, ordinary men…“Talent wins games, teamwork wins championships.”—Michael JordanActs 4:13 When they saw the courage of Peter and John and realized that they wereunschooled, ordinary men, they were astonished and they took note that these menhad been with Jesus.3. Jesus prioritized INVESTING IN and EMPOWERING His team.Matthew 10:1 Jesus called his twelve disciples together and gave them authorityto cast out evil spirits and to heal every kind of disease and illness.AUTHORITY—the power or right to make decisions.If you want things done RIGHT, you have to do it YOURSELF“It is amazing what you can accomplish if you don't care who gets thecredit.”—Harry TrumanYou can't accomplish anything of significance without a TEAM.Do you have the RIGHT TEAM around you?

Text us a review. Ep#242: Host, January Liddell discusses the significance of BIPOC Mental Health Awareness Month, which was established by BB Campbell to raise awareness about mental health issues within the BIPOC community. She emphasized the need for increased support and understanding of these mental health challenges.  You can now ‘Text Us a Review.' Or leave us a review on any of our audio and video platforms. Thank you for listening. If you would like to support our show, click the links below.  Disclaimer:  The hosts of this show are not doctors, therapists, psychologists, lawyers, or medical professionals of any kind. Although some of our guests are professionals in these areas, be advised if you have any life-threatening medical conditions or mental health, please see your doctor. National Suicide Hotline: 988 Helen Edwards is the International Author of Nothing Sexier Than Freedom and Host to the Sexy Freedom Media Podcast and Your Morning Sauce. For more information click here: https://linktr.ee/sexyfreedommedia January Liddell is a Financial Expert, author, and military wife. More info click here: https://januaryliddell.com/  Support the show "Buy us a coffee" https://www.buymeacoffee.com/Helofajourney https://www.buymeacoffee.com/januarylidl Support the show

➡️ Like The Podcast? Leave A Rating: https://ratethispodcast.com/successstory In this “Lessons” episode, Vivian Tu breaks down the STRIP framework—Savings, Total debt, Retirement, Investing, and Planning—as a clear and actionable method to help anyone escape financial stress and begin building lasting wealth. Learn how building an emergency fund, paying down high-interest debt strategically, and using tax-advantaged accounts can create stability, why investing in low-cost index funds or using robo-advisors outperforms DIY speculation, and how calculating your personal FU number gives you the clarity and confidence to take control of your financial future.➡️ Show Linkshttps://successstorypodcast.com YouTube: https://youtu.be/rSJaFhnu5AY Apple: https://podcasts.apple.com/us/podcast/vivian-tu-investing-expert-founder-of-your-rich-bff/id1484783544 Spotify: https://open.spotify.com/episode/2UB0rdjMIT9QiIqUKWMiRr ➡️ Watch the Podcast on YouTubehttps://www.youtube.com/c/scottdclary See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As businesses emerge from tax season, many ask: How can I maximize profits and minimize taxes for next year? John Scott, an Anders CPAs + Advisors partner, sits down to enlighten us. John has been working with Anders since 1992, leading the firm's legal industry efforts for the Virtual CFO team. He effectively uses key performance metrics to offer dedicated resources, financial insight, and critical thinking to help law firms address complex issues. John is on a mission to help his clients understand what's going to happen based on current data. How does he achieve this? By accessing financial records and reconciling cash flows on a weekly basis… In this episode, we cover: How to make data-driven decisions. How to stay in sync with your cash flow curve. Ways to determine your “working capital”, and how to build cash reserves. Key factors that every business owner should know. To learn more about John and his work with Anders CPAs + Advisors, click here now! Episode also available on Apple Podcasts: http://apple.co/30PvU9

On this episode of The Table with Anthony ONeal, we're making retirement planning simple and easy to understand. Too many people feel stuck because they don't know where to start, but that ends today! We're breaking down the basics of retirement plans, explaining key terms, and giving you practical steps to start building your future. Whether you're just getting started or need to get back on track, this episode will help you move forward with confidence. Don't let confusion hold you back from securing your financial future, tune in and take control of your retirement today!Mentioned On Today's Show:**This video is kindly sponsored by Ethos!**