Podcasts about financial focus

On this episode of our continuing Topic, Financial Focus, we're looking at investing in times of uncertainty with Christian Sellier, a retired Registered Investment Advisor.  Host: Daniel Scholl HCC Financial Coach Guest: Christian Sellier Registered Investment Advisor (Retired) Web Links:  https://www.hccs.edu/applying-and-paying/financial-aid/financial-literacy-for-students/   #FinancialFocus #PersonalFinance #FinancialAdvice

You should always be able to ask as many questions as you'd like when working with your financial advisor. So, before you have your annual review, think carefully about what you'd like to ask.

Whether your children are in grade school or high school, they'll be leaving for college or trade school before you know it. With the cost of education rising, now is the time to prepare for that day.

Marriage is more than a ceremony — it's a union of families and finances. When you and your partner are honest with each other about money and financial goals, it can help build trust, leverage your strengths and help pave the way for a financial happily ever after.

Do you have a parent or other elderly relative who may soon need a caregiver? If so, be diligent when selecting the right person for the job — because choosing the wrong one could lead to big financial problems.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3132: Corey from The Fioneers emphasizes the importance of focusing on the "big three" expenses, housing, transportation, and food, to meaningfully boost savings without losing balance in life. By simplifying your financial focus, you gain more mental space to design a fulfilling life, rather than obsessively chasing financial independence at the cost of present-day happiness. Read along with the original article(s) here: https://thefioneers.com/reduce-household-expenses/ Quotes to ponder: "Instead of trying to optimize every aspect of your life, try starting with these three big categories." "Saving more money isn't just about expediting your journey to FI, but enhancing it." "Saving money is great in that it provides us freedom in the future, but also in the present." Episode references: Imperfect Foods: https://www.imperfectfoods.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3132: Corey from The Fioneers emphasizes the importance of focusing on the "big three" expenses, housing, transportation, and food, to meaningfully boost savings without losing balance in life. By simplifying your financial focus, you gain more mental space to design a fulfilling life, rather than obsessively chasing financial independence at the cost of present-day happiness. Read along with the original article(s) here: https://thefioneers.com/reduce-household-expenses/ Quotes to ponder: "Instead of trying to optimize every aspect of your life, try starting with these three big categories." "Saving more money isn't just about expediting your journey to FI, but enhancing it." "Saving money is great in that it provides us freedom in the future, but also in the present." Episode references: Imperfect Foods: https://www.imperfectfoods.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3132: Corey from The Fioneers emphasizes the importance of focusing on the "big three" expenses, housing, transportation, and food, to meaningfully boost savings without losing balance in life. By simplifying your financial focus, you gain more mental space to design a fulfilling life, rather than obsessively chasing financial independence at the cost of present-day happiness. Read along with the original article(s) here: https://thefioneers.com/reduce-household-expenses/ Quotes to ponder: "Instead of trying to optimize every aspect of your life, try starting with these three big categories." "Saving more money isn't just about expediting your journey to FI, but enhancing it." "Saving money is great in that it provides us freedom in the future, but also in the present." Episode references: Imperfect Foods: https://www.imperfectfoods.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

If you're adding a child to your family, it's an exciting time, and you have much to anticipate. Of course, this new addition will bring many changes in your life, so you'll want to be prepared — especially in terms of your finances.

What's SHE Up To Now Day 2650? FINANCIAL Focus, Your Definition, Supersize And Be A Better You!!! 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 #financialhealth #yourdefinition

Be A Better You Annual Challenge Day 121: Financial Focus! 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 #relationship #yourdefinition #financial #financialfocus #fianancialhealth #financialwellbeing

Using Financial Focus To Supersize Your Business? Drop in here every day for a dose of different business building perspective: https://facebook.com/supersizebusiness #supersizeyourbusiness #finacialfocus #yourdefinition #financialhealthandwellbeing

Using Financial Focus To Supersize Your Business? Drop in here every day for a dose of different business building perspective: https://facebook.com/supersizebusiness #supersizeyourbusiness #finacialfocus #yourdefinition #financialhealthandwellbeing

Achieving financial stability doesn't happen overnight — it takes a journey. And, as with every journey, you'll need to make some stops along the way. These stops, or milestones, can tell you how far you've gone — and where you need to go next.

Are you concerned about debt? It's important to recognize this, but, at the same time, you may have more ways of gaining control of your debt situation than you had realized.

Neil breaks down the latest in business and economic news, offering expert insights, practical advice, and a look at what's ahead for Ireland's financial landscape.

The financial markets always go through periods of instability. And we may see more of that now, given concerns about tariffs, inflation and the economy. As an investor, how can you deal with this volatility?

It might not be on your calendar, but America Saves Week is observed from April 7–11. Are you saving enough? If not, how can you save more?

Spring is here — which means it's once again time to wash the windows, organize your cabinets and steam your carpets. This year, in addition to tidying up around your house, why not also consider some financial spring cleaning?

For years, people save and invest in 401(k) plans, IRAs and other financial accounts. They wouldn't lose track of this money, would they?

In this episode, we examine the unique challenges women face with their finances, and resources to grow and protect your money. Host: Daniel Scholl, MA HCC Financial Coach Guests: Kelly Keith, LMSW Chief Program Officer The Women's Resource. Web Links: hccs.edu/applying-and-paying/financial-aid/financial-literacy-for-students/ https://thewomensresource.org/ #WomenandMoney #WomensFinances

Your Social Security benefits can be an important part of your retirement income — but when should you start collecting them? It's a big decision, so you'll want to consider your options carefully.

Once you and your spouse retire, you'll have some decisions to make — decisions that could affect your quality of life in your retirement years. What are these choices?

As you may know, some businesses pass along part of their profits to investors in the form of dividends. If you own shares of these companies, either directly in stocks or more indirectly through mutual funds, you may have a choice: Should you take the dividends as cash or reinvest them into the stocks or funds?

If you're just beginning your career, what are your financial priorities?

If you're just beginning your career, what are your financial priorities?

After working for decades, you may have been looking forward to retiring. But what if you decide to “reverse” your retirement?

Most of us probably don't enjoy preparing our taxes, but there's often a reward at the end — a tax refund. If you get a refund this year, how can you make the best use of it?

In this episode, Dr. Richard Simonds, Assistant Professor of Social Work and the Director of the Financial Coaching and Economic Stability Lab in the College of Public Service at the University of Houston-Downtown discusses how values, goals, and emotions play into financial health. Host: Daniel Scholl, MA HCC Financial Coach Guest: Richard Simonds, Ed.D Assistant Professor of Social Work University of Houston - Downtown Web Links: https://www.hccs.edu/applying-and-paying/financial-aid/financial-literacy-for-students/   https://www.uhd.edu/academics/public-service/center-public-service-community-research/financial-coaching-and-economic-stability-lab.aspx    #economics #behavioraleconomics #financialliteracy #budgets #values #moneygoals

Ever wondered how financial advisors can truly connect with niche markets? What if we told you the secret lies in a unique combination of athletics, education, and strategic branding? In this episode, Referral Coach Bill Cates interviews Jeff Durr from RU Financial Athletic Department, revealing how he's turning the world of financial planning on its … Continue reading #82 Financial Focus for College Athletes: A Winning Game Plan with Jeff Durr →

Once you retire, you'll likely need to draw on a variety of financial sources — and one of the most important ones may be your 401(k). And for 2025, you can put even more money into your plan than ever.

Are you changing jobs soon? If so, you'll obviously be interested in your new salary — but you'll also want to look at other financial considerations.

It's widely thought that home ownership is a key to building wealth — but is it? And should you consistently make sacrifices to buy your own home?

Climate-proofing our finances, saving money on groceries, and thinking about our habits and attitudes toward money, highlight K-State Research and Extension's Living Well Wednesday spring webinar series. The series, which begins February 12th, is hosted by Extension specialists and agents. Sharolyn Jackson, the family and consumer sciences specialist for the northeast region, previews the spring series and discusses how the series is helping people of all ages live better. Sound Living is a weekly public affairs program addressing issues related to families and consumers. It is hosted by Jeff Wichman. Each episode shares the expertise of K-State specialists in fields such as child nutrition, food safety, adult development and aging, youth development, family resource management, physical fitness and more. Send comments, questions or requests for copies of past programs to ksrenews@ksu.edu. K‑State Research and Extension is a short name for the Kansas State University Agricultural Experiment Station and Cooperative Extension Service, a program designed to generate and distribute useful knowledge for the well‑being of Kansans. Supported by county, state, federal and private funds, the program has county Extension offices, experiment fields, area Extension offices and regional research centers statewide. Its headquarters is on the K‑State campus in Manhattan.

Now that the calendar has flipped, it's time for some New Year's resolutions. You could decide you're going to exercise more, lose weight, learn a new skill, reconnect with old friends — the possibilities are almost limitless. This year, why not add a few financial resolutions to your list?

Have you ever thought about how much you have to protect? Between your family, your finances, your independence and your legacy, it can be quite a lot — and that's why it's important to have the right protection plan in place.

In the final installment of this four-part series, Kevin Salters and Paul Jamison dive deeper into the importance of starting investments early, staying disciplined to save for taxes, and their shared excitement for reconnecting at the upcoming Lawn Care Life Conference. Connect with Paul: Click Here Upcoming Events: Lawn Care Life Conference: Get Your Tickets Here (Coupon code: CHRISTMAS saves 30% off tickets) Save 50% off Equip Exposition Tickets Paul's Recommended Professionals: Try the CRM Jobber Get a Professional Website - Footbridge Media The Landscaping Bookkeeper Call Rail Paul's Books: How to Build a Thriving Lawn Care Business Cut That Grass and Make That Cash Paul's Business Building Resources: Price Increase Letter Template Contract Templates Know Your Numbers

FINANCIAL FOCUS: The habits that help us grow in generosity. || Matt Anderson by McDowell Mountain Community Church

  Curious about how one CEO transformed a modest franchise into an industry giant with 162 locations?  In this episode of the Legacy podcast Paul chats with Kim Gubera, the powerhouse CEO of Pirtek USA. She shares her incredible journey from corporate controller to leading an empire specializing in mobile hydraulic and industrial hose repair. Kim opens up about the strategic decisions and personal challenges she faced while transitioning from a financial role to overseeing all aspects of the business. Learn about the unique business model of Pirtek USA and how Kim's hands-on leadership style and commitment to addressing cultural issues contributed to their impressive growth across the US and Canada. Kim doesn't just stop at business insights; she dives into her personal philosophies about money and legacy, shaped by her experiences growing up in poverty. Discover how her frugal mindset and view of money as a tool, rather than a goal, have guided her career and leadership style. Kim also discusses the vital role of mentorship in her life and her unwavering commitment to honesty and advocacy for her employees and franchise owners. If you're looking for a heartfelt and informative conversation on leadership, growth, and the true meaning of success, this episode is a must-listen. Timestamps 00:00:01 - Introduction and Welcome to Business Legacy Podcast 00:00:37 - Kim Gubera's Transition from Corporate Controller to CEO 00:02:00 - Overview of Pirtek USA's Business Model and Services 00:03:25 - Growth of Pirtek USA to 162 Franchise Locations 00:04:15 - Kim's Leadership Style and Importance of Mentorship 00:05:30 - Cultural Challenges and Early Actions as CEO 00:07:10 - Personal Visits to Franchise Owners and Building Trust 00:09:00 - Success Stories of Franchise Owners 00:10:20 - Key Attributes of Successful Franchise Owners 00:11:40 - Training and Development for New Franchise Owners 00:13:05 - Maintaining Culture and Brand Standards Amidst Growth 00:14:30 - Delegating Financial Responsibilities to a Strong CFO 00:15:45 - Best Decision: Transitioning to Franchising 00:17:00 - Worst Decision: Staying in a Comfortable Role Too Long 00:18:15 - Kim's Evolving Beliefs About Money and Legacy 00:19:30 - Using Money as a Tool for Greater Impact 00:20:10 - Kim's Desired Legacy: Advocacy, Honesty, and Making a Difference 00:21:00 - Where to Follow Pirtek USA's Activities 00:21:45 - Closing Remarks and Final Thoughts from Kim Gubera Visit the website https://pirtekusafranchise.com/ to learn more about Pirtek and what they do. Legacy Podcast: For more information about the Legacy Podcast and its co-hosts, visit businesslegacypodcast.com. If you enjoyed this episode please leave a rating and review.  For more information: Visit businesslegacypodcast.com to access the shownotes and additional resources on the episode.  

In Episode 77 of our podcast, we tackle a crucial topic for aspiring entrepreneurs and young professionals: the high cost of losing money while chasing relationships. We'll delve into the importance of maintaining focus on your financial goals and the potential pitfalls of diverting too much energy into relationships, especially the wrong ones.

Austin welcomes Angie Carlson, a financial coach with over 20 years of experience in finance, including a decade as a financial aid director. Angie owns Carlson Financial Coaching and specializes in helping clients manage their finances through better money communication, particularly among couples. Angie shares her personal experience of overcoming financial struggles with her husband, emphasizing that their success came from improving their communication rather than simply following a budget. They paid off significant debt and managed financial crises by agreeing on priorities and refining their approach through experimentation. She believes in making incremental changes rather than overhauling everything at once, and stresses the importance of understanding each other's perspectives and motivations. Ready to take the next step in gaining control over your money?  1. Download the “6 Secrets to Healthy Money Conversations” guide  2. Register for my FREE masterclass “Financial Freedom Blueprint” here Or 3. Schedule a FREE Discovery Call to determine if you would benefit from 1:1 coaching

This week's show covers active vs. passive (now that we have 30 years of data), revenue sharing, ETF's 101, and Mid-Cap Stocks.

This week's show discusses options for your non-interest bearing deposits at the bank, active vs. passive investment management, and the main drivers of investment returns (per Vanguard).

This week's show includes the year in review (and the lessons we learned), dividend investing, turning your portfolio into a paycheck, and portfolio moves for 2024.

This week's show includes a market update and lots of best-of content.

This week's show covers our shame of the week (403B plans), why you probably need to rebalance, three big retirement account changes you haven't heard about, and lots of emails.

This week's show covers the latest market action, whether international diversification is actually worth it, and includes some best-of content.

This week's show covers financial conversations with family over the holidays, small caps and their discontents, the simple math of retirement, and donor advised funds.