Podcasts about financial expert

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.

Enjoying the podcast? Tell us what you think below and give us a review or rating. As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com.   Building a £1 million pension pot may be more achievable than you think. But how much money will that £1 million give you in retirement?  Join our host, Philippa Lamb, and our expert panel as they discuss what it takes to build £1 million in your pension from the monthly contributions needed depending on your age, to the role that compound interest and employer contributions can play.   Financial Expert and Founder of Much More with Less, Faith Archer; Founder of Money to the Masses, Damien Fahy; and VP Personal Finance at PensionBee, Maike Currie.   Episode Breakdown: 01:06 How many pension millionaires are there? 02:55 Monthly payments needed to grow a £1 million pension 04:50 How can parents help their kids to become a millionaire? 08:20 How much retirement income can you take from a £1 million pension? 09:13 The 4% withdrawal rule 09:54 Is £40,000 per year enough in retirement? 11:03 The State Pension 12:22 Inflation and the impact on savings and pensions 13:42 How can you save £1 million? 14:34 Pension tax relief and employer contributions 19:42 Junior pensions and Inheritance Tax 20:48 Workplace pensions and Auto-Enrolment 22:44 How can self-employed people start a pension? 23:38 £4 on a coffee vs. £4 in your pension 27:36 How much can £5,000, £10,000 and £20,000 grow in 40 years? 28:16 The annual allowance on pension contributions   Further reading, listening and watching: Episode 43 transcript (Blog) How to build a £1 million pension pot (Blog) What is the 4% rule for withdrawals in retirement? (Blog) What is the State Pension? (Blog) Employer matched contributions (Blog) What is a SIPP (Self-Invested Personal Pension)? (Blog) Pension contribution limits (Blog) Inheritance Tax guide (Blog) 7 of the best ways of giving money to grandchildren (Blog) What is Auto-Enrolment (Blog) Do you know what pension plan you're in? (Blog) Are high charges eroding the value of your pension? (Blog) Other useful resources: Pension Calculator (PensionBee) Inflation Calculator (PensionBee) Pension Tax Relief Calculator (PensionBee) A simple strategy to help your child become a millionaire (Money to the Masses) Retirement Living Standards (Pensions UK) Claim tax relief on your private pension payments (GOV.UK) How to make your child a millionaire - for just £51,840 (The Times) Compound Interest Calculator (The Calculator Site) The Millionaire Next Door (Dr. Thomas J. Stanley) Warren Buffett (Forbes)  Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast The Pension Confident Podcast on YouTube Follow PensionBee (@PensionBee) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads. Follow Faith Archer (@MuchMoreWithLess) on LinkedIn, Facebook and X. Follow Money to the Masses (@moneytothemasses) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads.

10-22-2025 Michael Neuenschwander Learn more about the interview and get additional links here: https://usabusinessradio.com/financial-expert-on-why-now-is-the-time-to-prepare-for-2026/ Subscribe to the best of our content here: https://priceofbusiness.substack.com/ Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCywgbHv7dpiBG2Qswr_ceEQ

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

How to make a budget, stick to it and grow wealth for the long term

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

Podcast: HawkeTalk (LS 45 · TOP 1% what is this?)Episode: 150. Chad Willardson: The Financial Expert Who Left Wall Street to Lead $1.4 Billion in AssetsPub date: 2025-08-26Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this episode of HawkeTalk, I sit down with Chad Willardson, founder and CEO of Pacific Capital, to hear how he went from a young Merrill Lynch trainee during the tech bubble to building a premier boutique wealth management firm for entrepreneurs.Chad shares how growing up in Orange County shaped his values, why basketball and Michael Jordan fueled his competitive spirit, and what it really took to survive in a “shark tank” Wall Street training program where only three of 140 made it through. After nine years at Merrill Lynch and a front-row seat to the chaos of the 2008 financial crisis, Chad walked away from a seven-figure salary, lucrative offers from Goldman Sachs and Morgan Stanley, and even a multimillion-dollar signing bonus. Instead, he chose freedom, authenticity, and the chance to start over from zero.We dive into the struggles and triumphs of launching Pacific Capital in 2011, from fighting off frivolous lawsuits to learning the nuts and bolts of leases, payroll, and leadership. Chad opens up about finding his niche serving growth-minded entrepreneurs, scaling his firm to $25M+ minimums, and why taking care of clients above all else has been the key to long-term success.Through it all, Chad's story is a reminder that persistence, integrity, and the courage to leave comfort for calling can transform both a career and a life.In this episode: (00:00) The best advice Chad ever got: take care of clients first(04:34) Surviving Merrill Lynch's “boiler room” training days(10:24) Walking away from Merrill Lynch despite seven-figure earnings(15:54) Building a boutique family office model(22:15) Expanding services like tax strategy and travel concierge(23:20) Why entrepreneurs are underserved in wealth management(24:58) Advice on persistence and always putting clients firstHawke Mediahttps://www.linkedin.com/company/hawkemedia/https://www.instagram.com/hawkemedia/?hl=en https://hawkemedia.com/https://twitter.com/hawkemediahttps://www.facebook.com/hawkemedia/ About Our Guest Chad Willardson is the founder and CEO of Pacific Capital, a boutique fiduciary wealth advisory firm in Southern California serving entrepreneurs and families with $25M+ in investable assets. Chad began his career at Merrill Lynch, where he rose to become one of the top advisors in his region before leaving in 2011 to launch his own firm.At Pacific Capital, he and his team provide a true family office experience, from tax strategy and investment management to travel concierge and executive hiring support. He is also the author of Wealth Wired Differently, bridging the gap between entrepreneurs and financial professionals. Chad's mission is simple: help entrepreneurs protect, grow, and enjoy their wealth while living life on their terms.Chad WillardsonPacific Capital WebsiteChad Willardson on LinkedIn Hosted on Acast. See acast.com/privacy for more information.The podcast and artwork embedded on this page are from Erik Huberman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

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

THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 John Bolton got raided 16:57 SEG 2 Johnny Tabacco, host of Wise Guys on Newsmax | TOPIC: Top financial headlines of the day | Stock market | Jobs numbers | Trump being pro-crypto | An appeals court has thrown out the massive civil fraud penalty against Trump, accusing him of exaggerating his wealth. | Target CEO stepping downhttps://x.com/JohnnyTabacco 37:27 SEG 3 Trump knows more about grass than anyone else on the planet Chris Corner features phrases the Democrats need to stop saying https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.

THE TIM JONES AND CHRIS ARPS SHOW 0:00 SEG 1 John Bolton got raided 16:57 SEG 2 Johnny Tabacco, host of Wise Guys on Newsmax | TOPIC: Top financial headlines of the day | Stock market | Jobs numbers | Trump being pro-crypto | An appeals court has thrown out the massive civil fraud penalty against Trump, accusing him of exaggerating his wealth. | Target CEO stepping downhttps://x.com/JohnnyTabacco 37:27 SEG 3 Trump knows more about grass than anyone else on the planet Chris Corner features phrases the Democrats need to stop saying https://newstalkstl.com/ FOLLOW TIM - https://twitter.com/SpeakerTimJones FOLLOW CHRIS - https://twitter.com/chris_arps 24/7 LIVESTREAM - http://bit.ly/NEWSTALKSTLSTREAMS RUMBLE - https://rumble.com/NewsTalkSTL See omnystudio.com/listener for privacy information.

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

Text us a review. Ep#241: Join hosts, Helen Edwards and January Liddell for a vulnerable episode as Helen decides to take a break for the rest of the year and January will be taking over to keep Sexy Freedom Media Podcast going. Witness two hosts and friends helping each other carry on through difficult times. Plus, hear Helen read from her first book, Nothing Sexier Than Freedom for the first time.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: 988Helen 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

Text us a review. Ep#240: Join hosts, Helen Edwards and January Liddell as they discuss some of their personal experiences in saying “Yes” to themselves and why it's important to have the courage to move forward in what will serve you best in your life. 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

Text us a review. Ep#239: Join hosts, Helen Edwards and January Liddell as they catch up after weeks of being busy little bees and how they are upgrading their habits and creating new ones to have a healthier and more peaceful filled life. 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

Choose Right Financial Experts To Supersize Your Business! Check in here every day for a dose of different business building perspective: https://facebook.com/supersizebusiness #supersizeyourbusiness #financial #financialexperts #selectioncriteria #whentoseekhelp

What's SHE Up To Now Day 2669? Financial Experts, Supersize Business, Help, And Be A Better You Challenge! Drop in to get the real scoop--the good, the bad, the ugly, the truth (well my truth anyway). https://facebook.com/beme2thrive #beabetteryouannualchallenge #supersizebusiness #finances #financialhelp #financialexpert #howtochoose #whentogethelp

Be A Better You Annual Challenge Day 140: Financial Help...Coaches, Managers, And Advisors! Do one thing every day to be a better you! Join us every day in 2025 for a quick challenge that is all about you improving and creating the life you want! https://www.facebook.com/ThrivingSharon Ask your questions and share your wisdom! #beabetteryouannualchallenge #finances #financehelp #financialexpert #pickyourhelp

In this episode of A Penny or Two for Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg sit down with Dr. Jennifer A. Davidson—Associate Professor of Practice in Economics at the University of Nebraska–Lincoln and President of the Nebraska Council on Economic Education—to unpack the current economic landscape. Dr. Davidson describes the 2025 economy as “depressing,” citing declining GDP, volatile markets, and wavering consumer confidence. Despite the gloom, she offers practical advice on budgeting, saving, and maintaining mental wellness during uncertain times. From grocery hacks and subscription cuts to the “barbell approach” of balancing optimism with preparation, this episode delivers actionable insights for anyone navigating financial stress. When it comes to all things financial, there are often a lot of questions. Being two marketers and moms on a budget, we certainly have all the questions. That's why we're bringing in the subject matter experts to help educate us on all things financial and get their thoughts to help improve our financial wellness and the financial well-being of our communities. Join us for a few laughs, some great insights, and hopefully, a few tips you can take on your path to financial success. Visit us at our website: https://www.centrisfcu.org/a-penny-or... Listen to our Podcast on: Spotify: https://open.spotify.com/show/6Lf8gGY... Apple Podcasts: https://podcasts.apple.com/us/podcast... You can listen to the "Econ is Life" podcast on the following platforms: Apple Podcasts: https://podcasts.apple.com/us/podcast/econ-is-life/id1790066490 Spotify: https://open.spotify.com/show/5toHYz2k2fAC1ebEAvGpfd Buzzsprout: https://www.buzzsprout.com/2440742/episodes If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

➡️ 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.

Schedule a Meeting with Joshua TODAY!Worried about how your outdoor living business will survive in a flat economy with rising wages and uncertain market conditions? In this episode, Joshua Gillow and financial expert Greg Crabtree break down what business owners need to know to stay profitable, stable, and strategic in 2025's challenging landscape. If you're depending on revenue growth alone, you might be missing the bigger picture.You will:Discover why two months of cash reserves can be the difference between survival and shutdown.Learn how to adjust your labor strategy—without overextending on payroll.Understand how to capture more market share and build financial resilience through smart capital management. Tune in now to hear how contractors like you can thrive—not just survive—in a tightening economy.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.

Will R Young joins the Leadership Lounge to discuss financial planning in this volatile market. Will uses Stoicism and accurate forecast modeling to provide a differentiation for his clients. Give a listen on how to eliminate emotional decision making around your finances.

Text us a review. Ep#238: Join hosts, Helen Edwards and January Liddell live from Hawaii with besties, Jessica Voss and Sharett Miller. This is a short episode filled with laughter and fun with friends. A good boost of positive energy and sharing of stories.  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

Text us a review. Ep#237: Join hosts, Helen Edwards and January Liddell with returning guest, Dr. Gretchen Gavero. In this episode, we are all together in person for the very first time in Hawaii. This is a short fun episode of your hosts and guest sharing their personal passions and mental health tips. 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: 988Helen 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/About Guest: Dr. Gretchen Gavero is an Entrepreneur, Podcaster, and a board-certified Psychiatrist and Psychotherapist based in Honolulu, Hawai'i. She shares mental health tips and education online at The Mental Path. For more information visit: https://www.thementalpath.com/  Support the show "Buy us a coffee" https://www.buymeacoffee.com/Helofajourney https://www.buymeacoffee.com/januarylidl Support the show

Think you're making money just because the bank account isn't empty? Hate to break it to you…but that's not how business works. In this episode of The Liquid Lunch Project, Matt and Luigi sit down with Teresa Wagonseller, founder of HigherUp CFO Services, to rip the lid off a big misconception: small businesses don't need a CFO. Spoiler alert—they do.  Teresa explains the difference between CPAs and CFOs (hint: one is stuck in the past, the other helps you build a future), breaks down what cash flow actually is (and why you probably suck at managing it), and gives real-world examples of turning hot messes into money-makers. Episode Highlights: CFOs focus on growth; CPAs focus on compliance—know the difference. You don't need to be a Fortune 500 company to afford a CFO. Fractional CFOs give small biz owners expert support without breaking the bank. Cash flow problems? Look at who owes you, who you owe, and fix your damn terms. Contractors, SaaS founders, and even doctors are all flying blind without financial leadership. Stop “hiding profits” for tax purposes if you ever want to sell your business. Liquidity > Cash. Plan like a boss, not like you're dodging Uncle Sam. Favorite Quote: “The main difference between the two is a CPA is focused on the past… the CFO is focused on the future.”   Who is Teresa? Teresa Wagonseller is a CPA-turned-fractional CFO who's worked with everything from mom-and-pop shops to billion-dollar companies. Her firm, HigherUp CFO Services, helps business owners stop winging it with their money and start making strategic decisions that lead to growth, profit, and actual peace of mind. Take Action: If you've ever wondered where the hell your money is going, this episode is your wake-up call. Hit play. Then hit up a CFO.   Connect With Teresa: Facebook LinkedIn  Website Like what you heard? Don't forget to subscribe, rate, and review!

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

Interview recorded - 14th of March, 2025On this episode of the WTFinance podcast I have the pleasure of welcoming on Alex Krainer. Alex is 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 the geopolitical overview, why the world order is shifting, whether the US is different to the West, restructuring of the economy, the uniparty, impacts on the market and more. I hope you enjoy!0:00 - Introduction1:39 - Geopolitical overview3:47 - Why is world order shift being ignored?5:44 - When did shift begin?9:17 - US different to the rest of the West13:26 - Corporate colonialism17:07 - Restructuring of the economy18:47 - Can the West rise again?24:07 - Uniparty 27:57 - How does this impact markets?34:42 - One message to takeaway from conversation?Alex 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

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© 2025 All Rights Reserved© 2025 BuildingAbundantSuccess!!Join Me on ~ iHeart Media @ https://tinyurl.com/iHeartBASSpot Me on Spotify: https://tinyurl.com/yxuy23baAmazon Music ~ https://tinyurl.com/AmzBAS 

Text us a review. Ep#235: Join hosts, Helen Edwards and January Liddell with returning guest, Dr. Gretchen Gavero. In this episode, Dr. Gavero shares valuable insights on why there is jealousy amongst women in the entrepreneurship arena and helpful tips to overcome this to gain more confidence, empowerment, and success in your business. 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: 988Helen 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/About Guest: Dr. Gretchen Gavero is an Entrepreneur, Podcaster, and a board-certified Psychiatrist and Psychotherapist based in Honolulu, Hawai'i. She shares mental health tips and education online at The Mental Path. For more information visit: https://www.thementalpath.com/  Support the show "Buy us a coffee" https://www.buymeacoffee.com/Helofajourney https://www.buymeacoffee.com/januarylidl Support the show

SJ Show NotesBlake Smith Obituary: https://alhartfuneralhome.com/book-of-memories/5561079/Smith-Blake/index.phpThis show is sponsored by Colonial Metals Group! Get your gold and silver today! https://colonialmetalsgroup.com/joyGet your tickets for the Summit for Truth on March 29 HERE:https://summitfortruth.comPlease support Shannon's independent network with your donation HERE:https://www.paypal.com/donate/?hosted_button_id=MHSMPXEBSLVT6Please Support Our Sponsors:SJ Collagen SPECIAL DEAL!! Get your Native Path collagen 45% OFF with a stock up special for the SJ audience! www.getnativepathcollagen.com/joyPlease give a BIG SJ welcome to our new sponsors at All Family Pharmacy! Be ready before you need it! Stock up now and protect your family. Go to allfamilypharmacy.com/JOY and use code JOY10 for 10% off your order.Colonial Metals Group is the company Shannon trusts for all her metals purchases! Set up a SAFE & Secure IRA or 401k with a company who shares your values! Learn more HERE: https://colonialmetalsgroup.com/joyLightly prepped and READY to go. Always be prepared for ANY emergency with The Satellite Phone Store! Everything you need when the POWER goes OUT. Use the promo code JOY for 10% off your entire order TODAY! www.SAT123.com/JoyIf you are invested in the markets and need financial advice you can TRUST. Please consider Dom Pullano of PCM & Associates! He has been Shannon's advisor for over a decade and would love to help you grow!Call his toll free number today: 1-800-536-1368Or visit his website at https://www.pcmpullano.com Back Up Your LIFE Savings With The Gold Company Shannon TRUSTS. Learn More: https://colonialmetalsgroup.com/joyLightly prepped and READY to go. Always be prepared for ANY emergency with The Satellite Phone Store! Everything you need when the POWER goes OUT. Use the promo code JOY for 10% off your entire order TODAY! www.SAT123.com/Joy Watch Shannon's show, Live and on Demand on Spreely TV on the web, Roku, FireTV, AppleTV and Android TVCheck out Shannon's Patriot TV landing page! www.patriot.tv/joy If you are invested in the markets and need financial advice you can TRUST. Please consider Dom Pullano of PCM & Associates! He has been Shannon's advisor for over a decade and would love to help you grow!Call his toll free number today: 1-800-536-1368Or visit his website at https://www.pcmpullano.com

SJ Show NotesBlake Smith Obituary: https://alhartfuneralhome.com/book-of-memories/5561079/Smith-Blake/index.phpThis show is sponsored by Colonial Metals Group! Get your gold and silver today! https://colonialmetalsgroup.com/joyGet your tickets for the Summit for Truth on March 29 HERE:https://summitfortruth.comPlease support Shannon's independent network with your donation HERE:https://www.paypal.com/donate/?hosted_button_id=MHSMPXEBSLVT6Please Support Our Sponsors:SJ Collagen SPECIAL DEAL!! Get your Native Path collagen 45% OFF with a stock up special for the SJ audience! www.getnativepathcollagen.com/joyPlease give a BIG SJ welcome to our new sponsors at All Family Pharmacy! Be ready before you need it! Stock up now and protect your family. Go to allfamilypharmacy.com/JOY and use code JOY10 for 10% off your order.Colonial Metals Group is the company Shannon trusts for all her metals purchases! Set up a SAFE & Secure IRA or 401k with a company who shares your values! Learn more HERE: https://colonialmetalsgroup.com/joyLightly prepped and READY to go. Always be prepared for ANY emergency with The Satellite Phone Store! Everything you need when the POWER goes OUT. Use the promo code JOY for 10% off your entire order TODAY! www.SAT123.com/JoyIf you are invested in the markets and need financial advice you can TRUST. Please consider Dom Pullano of PCM & Associates! He has been Shannon's advisor for over a decade and would love to help you grow!Call his toll free number today: 1-800-536-1368Or visit his website at https://www.pcmpullano.com Back Up Your LIFE Savings With The Gold Company Shannon TRUSTS. Learn More: https://colonialmetalsgroup.com/joyLightly prepped and READY to go. Always be prepared for ANY emergency with The Satellite Phone Store! Everything you need when the POWER goes OUT. Use the promo code JOY for 10% off your entire order TODAY! www.SAT123.com/Joy Watch Shannon's show, Live and on Demand on Spreely TV on the web, Roku, FireTV, AppleTV and Android TVCheck out Shannon's Patriot TV landing page! www.patriot.tv/joy If you are invested in the markets and need financial advice you can TRUST. Please consider Dom Pullano of PCM & Associates! He has been Shannon's advisor for over a decade and would love to help you grow!Call his toll free number today: 1-800-536-1368Or visit his website at https://www.pcmpullano.com

Text us a review. Ep#234: Join hosts, Helen Edwards and January Liddell as they share business lessons and tips they wish they had known earlier in their entrepreneurship journey.  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

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!**

Let's be honest—grocery prices are out of control. If you feel like you're spending WAY too much on food, you're not alone. In this episode, we break down 10 practical, no-nonsense ways to slash your grocery bill—without sacrificing the food you love.  

Bob Wheeler is a financial expert, author of The Money Nerve, and host of the Money You Should Ask podcast. With a blend of humor and insight, he helps others navigate the emotional side of money. A certified somatic therapist and CFO of The World Famous Comedy Store, Bob integrates holistic growth with his accounting expertise and has climbed some of the world’s highest peaks. Today, Bob shares his journey towards understanding the emotional connections with money, how financial literacy can be transformative, and the importance of finding balance between financial planning and self-awareness. Takeaways: Money is just a doorway to relationships, beliefs, and the way we parent Know your money triggers Embrace discomfort for growth Sound Bites: "You have a right to have your financial security, and take the chance." "What do I want? Why do I want it? Why don't I have it? What am I willing to do to invite that into my life?" Connect and Discover LinkedIn: https://www.linkedin.com/in/bob-wheeler-88029512 Instagram: https://www.instagram.com/moneyyoushouldask https://www.instagram.com/bobwheelerr https://www.instagram.com/awkwardmoneytalk Website: https://www.themoneynerve.com Podcast: @Money You Should Ask Tik Tok: https://www.tiktok.com/@bob.wheeler Hero Basics: https://herobasics.com/

Top FINANCIAL Expert Reveals Netflix's Secret to Success  | Wallstreet Trapper (Trappin Tuesday's)BEST OPTIONS COURSE EVER: https://www.optionswithtrap.com/

Recapping the year's top episodes covering the science of building wealth - proven ways to earn more and have a healthier relationship with money.For more listening, check out the full episodes with our guests:Charles Duhigg, Author of SupercommunicatorsDaniel Crosby, Author of The Soul of WealthCaroline Adams Miller, Author of Big GoalsCarl Richards, Host of 50 Fires podcastScott Rick, Author of Tightwads and SpendthriftsKate Northrup, Financial Expert and Author