Podcasts about financial goals

Get AudioBooks for Free Best Self-improvement Motivation Smart Financial Goals | Nicole Lapin & Jim Kwik Learn practical money strategies from Nicole Lapin and Jim Kwik to set smart financial goals, build wealth, and create lasting financial confidence. ⁠We Need Your Love & Support ❤️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Get 3 Audiobooks Free -

How to find the best businesses, Financial Goals to have in your life, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth Advisors

On this solo episode of the Profit First for Real Estate Investors podcast, the host tackles a counterintuitive trap that catches growing real estate investors and entrepreneurs: scaling yourself right out of business. Drawing on Keith Cunningham's line from The Road Less Stupid that scaling cancer only grows the tumor, he lays out why pouring more marketing money into a business you don't fully understand is like putting fuel in a plane that's already going down.The episode is a practical walkthrough of how to scale profitably using the Profit First cash flow system. You'll learn how to set up and name your bank accounts, how to run your business by percentages instead of lump sums, and how target allocation percentages shift as you grow from startup to a quarter million and beyond. If you've ever felt like there's somehow less cash the bigger you get, this one gives you the roadmap to grow without going broke.Timeline Highlights[0:26] Why it's actually possible to scale yourself out of business, and how to spot if it's happening to you[0:46] The Road Less Stupid by Keith Cunningham and the "scale cancer, the tumor grows" principle[1:03] How Keith Cunningham connects to the Rich Dad character in Robert Kiyosaki's famous book[1:46] The spray and pray marketing mistake that keeps investors from ever paying themselves[2:24] The real game every entrepreneur is playing is the game of money, not their industry's game[3:07] What winning actually looks like: a business that serves you on the way up, not one that drains you[3:27] Step one to scaling profitably: set up a Profit First system so you know where every dollar goes[4:13] Splitting income by percentages across profit, owner's comp, owner's tax, and operating expense accounts[5:20] Target allocation percentages explained, and the goal percentages for a healthy business[5:41] The startup percentages from zero to $250K and why so much flows toward the owner early on[6:54] How the percentages shift from $250K to $500K to reinvest in opex without losing profit[7:50] Why "reinvesting every dollar" is code for scaling yourself out of business[8:39] Where to find the specific target percentages for buying, holding, and selling property[9:58] Scale with intentionality, and how to grab the book or cheat sheet to build your own roadmapKey TakeawaysYou can absolutely scale yourself out of business. Adding more fuel, usually marketing spend, to a business whose numbers aren't healthy doesn't fix the problem, it just makes you crash faster.Every entrepreneur is playing the game of money, not the game of their industry. Whether you're in real estate, run a salon, or own a brick and mortar shop, you have to know the money game to actually win it.Set up a system so you know where every dollar is going. Profit First works like the envelope method for businesses: separate, named bank accounts for profit, owner's comp, owner's tax, and operating expenses.Run your business by percentages, not lump sums. When income comes in, split it out of an income account into your other accounts by percentage so your money is intentional and spread out from the start.Target allocation percentages are your goal numbers for a healthy business. Early on, a bigger share flows to the owner because you carry less payroll and overhead, and those percentages are designed to keep you profitable at every stage.Scaling profitably just means your percentages change as you grow. Moving from zero to $250K to $500K, you shift some of owner's pay toward opex so you can reinvest in the business while still protecting profit, pay, and taxes.Protect your profitability or you become an accidental nonprofit. Reinvesting every last dollar without paying yourself or building a profit buffer is a recipe for crashing the plane.Links & ResourcesProfit First for Real Estate Investing by David Richter (book with target allocation percentages for buying, holding, and selling): https://profitrei.com Profit First cheat sheet and free book offer: https://simplecfo.com/gift ClosingIf this episode gave you clarity or a new way to think about growth, remember the core message: stop scaling in a way that hurts you and start scaling with intention, protecting your profit at every stage instead of pouring every dollar back into the fire. Be sure to like, subscribe, and comment, and if you're ready to apply this with real guidance and accountability, visit profitrei.com to schedule a free discovery call and build your path to financial clarity and freedom.

How to find the best businesses, Financial Goals to have in your life, Next Pints and Portfolios will be in Sunnyvale from 11:30am to 1:30pm on July 18th with EP Wealth AdvisorsSee omnystudio.com/listener for privacy information.

Is your investment portfolio still aligned with your financial goals?In this investor awareness episode, we discuss why a mid-year portfolio review matters, how changing market conditions may impact your investments, and why asset allocation, risk profile, and goal-based investing should be reviewed periodically.From underperforming investments to overexposure in one asset class, small portfolio gaps can affect long-term financial planning if ignored. This episode helps investors understand how regular reviews can support better financial awareness and goal alignment.Tune in to learn about portfolio review, asset allocation, risk assessment, investment planning, goal-based investing, and smart money management.Regular portfolio reviews can help investors stay aligned with changing financial objectives.Portfolio Review, Mid-Year Portfolio Review, Investment Planning, Financial Goals, Goal Based Investing, Asset Allocation, Risk Profile, Risk Management, Investor Awareness, Personal Finance India, Smart Investing, Money Management, Financial Planning

Is your investment portfolio still aligned with your financial goals?In this investor awareness episode, we discuss why a mid-year portfolio review matters, how changing market conditions may impact your investments, and why asset allocation, risk profile, and goal-based investing should be reviewed periodically.From underperforming investments to overexposure in one asset class, small portfolio gaps can affect long-term financial planning if ignored. This episode helps investors understand how regular reviews can support better financial awareness and goal alignment.Tune in to learn about portfolio review, asset allocation, risk assessment, investment planning, goal-based investing, and smart money management.Regular portfolio reviews can help investors stay aligned with changing financial objectives.Portfolio Review, Mid-Year Portfolio Review, Investment Planning, Financial Goals, Goal Based Investing, Asset Allocation, Risk Profile, Risk Management, Investor Awareness, Personal Finance India, Smart Investing, Money Management, Financial Planning

Is your investment portfolio still aligned with your financial goals?In this investor awareness episode, we discuss why a mid-year portfolio review matters, how changing market conditions may impact your investments, and why asset allocation, risk profile, and goal-based investing should be reviewed periodically.From underperforming investments to overexposure in one asset class, small portfolio gaps can affect long-term financial planning if ignored. This episode helps investors understand how regular reviews can support better financial awareness and goal alignment.Tune in to learn about portfolio review, asset allocation, risk assessment, investment planning, goal-based investing, and smart money management.Regular portfolio reviews can help investors stay aligned with changing financial objectives.Portfolio Review, Mid-Year Portfolio Review, Investment Planning, Financial Goals, Goal Based Investing, Asset Allocation, Risk Profile, Risk Management, Investor Awareness, Personal Finance India, Smart Investing, Money Management, Financial Planning

Today, we're joined by Chad Taylor, founder of Seapoint Wealth Advisors and an eight-time 5-star Wealth Manager. With over 20 years of experience navigating complex market cycles, Chad helps high-net-worth families and business owners focus on what they can control: their plan. He joins us to share how he brings predictability to financial futures.Chad Taylor began his financial services career in 1997, soon after graduating from Texas State with a finance degree. For most of his career, he has worked with large brokerage firms, most recently with UBS Financial Services, where he was Sr. Vice President of Wealth Management.In 2021, after considering what was best for his clients, he decided to launch his independent financial services firm and founded Seapoint Wealth Advisors. Chad works with high-net-worth families and small businesses on wealth creation and preservation strategies. In his 20+ years of experience, his investment process has helped guide his clients through some incredibly challenging market cycles. Chad's job is to convey predictability to the things we can control. We cannot control the markets, but we can control how we plan. Personal attention, open communication, and quality service stand as the fundamentals of his service commitment, a commitment outlined at the beginning of every relationship. This dedication and experience helped him to be voted an eight-time 5-star Wealth Manager by San Diego Magazine* and recognized as one of San Diego's 500 Most Influential People for 2025 by the San Diego Business Journal.Chad earned his CERTIFIED FINANCIAL PLANNER TM designation in 2006. He earned his Personalized Financial Planning degree from San Diego State University in 2005 and his BBA specializing in Finance from Texas State University in 1997. Business: Seapoint Wealth Website: www.seapointwealth.comSocial Media: LinkedIN - https://www.linkedin.com/in/chadtaylorwealthmanagement/Facebook - https://www.facebook.com/chad.taylor.3720/Instagram - ctaylor1451  Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment on my Google Business Page. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing. Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.  

The first meeting can shape your entire financial future—if it’s done right. Christian McPherson explains how understanding goals, risk, and income needs builds a stronger plan. The episode also explores retirement risks, market volatility, and staying engaged in your financial strategy. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Stand-up comedian and writer Josh Johnson returns to Money Rehab nearly two years after his first time on the show. Since then, he has become a hosting correspondent on The Daily Show, reached millions of followers on socials and continued to post a new stand up set to YouTube (he's done this for 156 consecutive weeks). He talks about how he's avoided lifestyle creep as his career has flourished, the best money advice he's received, and why being broke is like drowning in a swimming pool.     Then, Nicole gets Josh's take on some of the strangest recent money headlines, including a woman who reportedly saved $15,000 on groceries by going on dates, Victoria's Secret stock jumping 48% after changing its ticker to “VSXY,” and why taxes are apparently making Gen Z cry. Check out Nicole's financial literacy course The Money School Find a Financial Advisor or Financial Coach from Nicole's company Private Wealth Collective Watch video clips from the pod on Money Rehab's Instagram and Nicole Lapin's Instagram Follow Josh Johnson's incredible work and see him live! Listen to Josh's first interview on Money Rehab Here's what Nicole covers with Josh: 00:00 Are You Ready for Some Money Rehab? 01:46 What's Changed Since Last Time 04:10 The Ownership Illusion 06:28 Why Even Billionaires Never Feel Safe 08:00 How to Stop Moving the Goalpost on Financial Safety 09:18 Lifestyle Creep 12:00 Selling Shoes on eBay and Wikifeet 14:03 The Poisoned Pizza Story 15:18 Why Being Broke Is Like Drowning 19:00 Money-Saving Extremes 24:40 The Culture of Greed and “Good Business” 26:39 Food Insecurity in America 32:17 Cheap Corruption and Political Money 33:03 Structured Notes 37:38 Are We Doing NFTs Again? 40:37 Why Josh Is Skipping AI IPOs He Doesn't Understand 43:00 Funny Money 43:12 The Guy Who Asked His Date for a Venmo Refund 44:53 The Woman Who Saved $15K in Groceries by Going on Dates 46:22 Victoria's Secret's 48% Stock Surge From a Ticker Change 49:00 The $80K AI Deepfake Soap Opera Scam 51:39 Have Taxes Ever Made You Cry? 55:31 Trump's Face on a $250 Bill 59:23 Josh Johnson's Tip You Can Take Straight to the Bank All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Ryan Burklo delves into the essential elements of building wealth, emphasizing the importance of alignment, environment, and mindset. Through engaging personal stories and practical strategies, he illustrates how these factors can significantly shift your financial life. By aligning your goals with your values, creating a supportive environment, and cultivating a positive mindset, Ryan provides a comprehensive guide to transforming your financial journey.   Check out our website:  https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo   #BuiltForLifeNotJustWealth #wealthbuilding #financialalignment #mindset #environment #personalfinance #financialplanning #habits #identity #systems #discipline   Key Topics The role of environment in financial behavior The importance of mindset and beliefs in wealth building Practical steps to create financial systems that remove decision fatigue Chapters 00:00 The Misconception of Wealth Building 02:59 The Role of Environment in Financial Success 05:55 The Importance of Alignment in Financial Goals 09:09 Identity and Accountability in Wealth Building 12:07 Defining Your Financial Future  

Markets keep changing due to interest rates, inflation, global cues, corporate earnings, and investor sentiment. In such times, understanding diversification becomes important for every investor.In this investor awareness episode, we explain the meaning of diversification, basics of asset allocation, and the role of equity, debt, gold, and liquid assets in a balanced portfolio. We also discuss how a diversified approach may help investors manage market volatility, reduce overdependence on a single asset class, and stay aligned with long-term financial goals.This episode is ideal for investors who want to understand portfolio diversification, risk management, balanced investing, and the importance of a disciplined long-term investment approach.A diversified approach may help align investments with financial goals.Diversification, Portfolio Diversification, Asset Allocation, Investor Awareness, Risk Management, Balanced Portfolio, Equity Investment, Debt Investment, Gold Investment, Liquid Funds, Market Volatility, Long Term Investing, Financial Goals, Investment Planning, Wealth Management, Mutual Funds, Personal Finance India, Stock Market India, Smart Investing, Financial Education

Markets keep changing due to interest rates, inflation, global cues, corporate earnings, and investor sentiment. In such times, understanding diversification becomes important for every investor.In this investor awareness episode, we explain the meaning of diversification, basics of asset allocation, and the role of equity, debt, gold, and liquid assets in a balanced portfolio. We also discuss how a diversified approach may help investors manage market volatility, reduce overdependence on a single asset class, and stay aligned with long-term financial goals.This episode is ideal for investors who want to understand portfolio diversification, risk management, balanced investing, and the importance of a disciplined long-term investment approach.A diversified approach may help align investments with financial goals.Diversification, Portfolio Diversification, Asset Allocation, Investor Awareness, Risk Management, Balanced Portfolio, Equity Investment, Debt Investment, Gold Investment, Liquid Funds, Market Volatility, Long Term Investing, Financial Goals, Investment Planning, Wealth Management, Mutual Funds, Personal Finance India, Stock Market India, Smart Investing, Financial Education

Markets keep changing due to interest rates, inflation, global cues, corporate earnings, and investor sentiment. In such times, understanding diversification becomes important for every investor.In this investor awareness episode, we explain the meaning of diversification, basics of asset allocation, and the role of equity, debt, gold, and liquid assets in a balanced portfolio. We also discuss how a diversified approach may help investors manage market volatility, reduce overdependence on a single asset class, and stay aligned with long-term financial goals.This episode is ideal for investors who want to understand portfolio diversification, risk management, balanced investing, and the importance of a disciplined long-term investment approach.A diversified approach may help align investments with financial goals.Diversification, Portfolio Diversification, Asset Allocation, Investor Awareness, Risk Management, Balanced Portfolio, Equity Investment, Debt Investment, Gold Investment, Liquid Funds, Market Volatility, Long Term Investing, Financial Goals, Investment Planning, Wealth Management, Mutual Funds, Personal Finance India, Stock Market India, Smart Investing, Financial Education

Setting financial goals is important—but reviewing them regularly can be just as valuable.In this episode, Miguel Gonzalez discusses why financial goals should evolve as life changes. Learn how career shifts, family priorities, changing expenses, market conditions, and personal milestones can all influence your financial direction. Periodic reviews can help ensure your goals remain aligned with what matters most to you.Miguel Gonzalez is a Certified Retirement Counselor (CRC) with over 25 years of experience helping individuals and families design retirement income strategies and long-term financial plans. He is the Managing Partner of Cortburg Retirement Advisors, a boutique firm focused on retirement planning, investment management, and financial clarity.#FinancialGoals #FinancialPlanning #CortburgSpeaksRetirement #MiguelXGonzalez #FinancialWellness #MoneyGoalsWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORSFacebook-> https://m.facebook.com/CortburgIncTwitter-> https://twitter.com/CortburgIncLinkedIn->https://www.linkedin.com/in/miguelxgonzalez/Website: www.CortburgRetirement.comEmail:     Miguel@CortburgRetirement.com

In this special episode, we're sharing Jess's conversation with Laura Henshaw on KICPod.Laura and Jess chat about the beliefs that shape our relationship with money, how to align your spending with your values, setting short-term and long-term financial goals, building wealth for the future and why financial freedom looks different for everyone.Whether you're just getting started or looking to level up your money habits, this conversation is packed with practical insights to help you feel more confident and intentional with your finances.Check out KICPod here: @kicpod on InstagramListen to the episode here: https://podcasts.apple.com/au/podcast/kicpod/id1457667995Buy Jess's new book 'Get Growing: A No-Nonsense Guide to Cultivating Wealth and Financial Freedom' in the link below: click here.To organise a Clarity Call chat with Jess, or to check out either The Evergreen Money Growing Club, or The Greenhouse Money Growing Program, click here.Any advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs. Jessica Brady is a money educator, former financial adviser and an authorised representative (No. 1259972) of MoneySherpa Pty Ltd – AFSL 451289 | ABN 32 164 927 708 | Corporate Authorised Representative No. 1305567. Hosted on Acast. See acast.com/privacy for more information.

It's Month 6 of our 2026 Financial Planning Challenge! In this installment, Fools Robert Brokamp and Stephanie Marini suggest ways to prioritize and quantify your financial goals, and highlight some tools that will help you crunch the numbers. Also in this episode:-A recent study finds that taxes can take more than a third of your investment over the long term-According to a Wall Street Journal analysis, the five largest home insurers didn't pay out on more than 44% of claims last year, up from 36% a decade earlier-The share of national income attributable to corporate profits is at an all-time high-Visit Fool.com/calculators, Dinkytown.net, or Calculator.net to find tools that can quantify and solve just about any financial conundrum Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Everyone has financial goals. Pay off your mortgage.Retire early.Get an 850 credit score.Pay cash for everything. But what if some of the most celebrated financial goals in America are actually overrated? This week, Pete, Dame, and Kristen debate the financial goals people chase that may not deserve the hype. From perfect credit scores to early retirement, they explore whether some money milestones are helping people build better lives—or simply giving them something to obsess over. Because sometimes the smartest financial move isn't reaching a goal. It's choosing a better one.

Are you struggling to hit your social and cash flow goals? In this episode, I'm sharing the top three mistakes you need to avoid to make the most out of your growth. Learn how to set realistic goals and use content strategies that top online entrepreneurs use to reach consistent growth. Discover how I use simple processes to stay consistent with my content, even while traveling!Download my free ChatGPT Content Buddy tutorial to learn how you can create 8 pieces of content from one piece of longer-form content in under 90 minutes: fastforwardamy.com/contentbuddy.This episode was originally published in October 2024 so references of dates and seasons might be outdated, but the content and strategies are not.If you're already doing multi-six figures and ready to scale with high-level coaching, this is for you. Apply via  forwardamy.com/applicationformeng and let's see if we're the right fit to grow your business to the next level. You want to make money on Instagram, but you're not sure what needs to be in place to make that happen. In the Instagram Income Map, a PDF workbook, you discover the 8 building blocks that determine whether you can sell online products on Instagram, from offer to conversion to content, including a self-scan that shows you exactly what you need first. Go to fastforwardamy.com/incomemap and you'll receive it instantly.Follow me on Instagram for more business and mindset tips: instagram.com/fastforwardamyDiscover my free trainings and ebooks: fastforwardamy.com/freeresources

Leave an Amazon Rating or Review for my New York Times Bestselling book, Make Money Easy! Check out the full episode: https://greatness.lnk.to/1415DM Dave Ramsey shares insights on how to attract wealth into your life. He emphasizes the importance of financial discipline, smart money management, and setting clear financial goals. Ramsey discusses practical strategies for budgeting, saving, and investing wisely to build wealth over time. His advice provides a roadmap for listeners looking to improve their financial well-being, make informed decisions, and take steps towards achieving financial security and prosperity. Sign up for the Greatness newsletter! Topics Dave Ramsey, financial discipline, wealth building, budgeting strategies, smart money management, saving and investing, financial goals, financial security, debt-free living, personal finance advice Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A spring cleaning mindset might belong in your financial life more than your closet. This episode explores how cluttered accounts, forgotten 401(k)s, and outdated plans can impact retirement readiness. Jackie Campbell discusses simplifying your financial picture, coordinating investments, and focusing on income strategies that align with your goals. She also touches on tax awareness, long-term care considerations, and how shifting priorities shape retirement planning over time. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

What happens if you “retire your risk” at the exact moment you need a strategy the most? This episode explores whether pulling back from the market in retirement actually creates new risks, like falling behind inflation or misaligning your goals. Katherine Groce & Lawrence Kiely break down how separating income from growth assets can help shape a more flexible approach, with “buckets” designed for income, lifestyle, and legacy. They also discuss how risk tolerance can evolve over time, why performance comparisons can be misleading, and how a plan—not headlines or market trends—drives better decisions. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

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 3571: Andrea Joy explores how a “financial reset” can go beyond a temporary no-spend challenge and become a complete lifestyle shift toward healthier habits, smarter budgeting, and more intentional family living. By combining reduced spending with meal planning, organization, fitness goals, and long-term accountability, the article offers practical inspiration for anyone looking to regain control of their finances without feeling deprived. Read along with the original article(s) here: https://savingjoyfully.com/financial-reset-setting-new-financial-goals/ Quotes to ponder: "A personal financial reset is a re-evaluation of our financial lives and our overall spending." "We need to set some goals during that month that we carry forward." "The most important part is not spending nothing, it is decreasing spending overall." Episode references: Panera Rewards: https://www.panerabread.com/en-us/mypanera.html Starbucks Rewards: https://www.starbucks.com/rewards Lemon Blessings: https://lemonblessings.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 3571: Andrea Joy explores how a “financial reset” can go beyond a temporary no-spend challenge and become a complete lifestyle shift toward healthier habits, smarter budgeting, and more intentional family living. By combining reduced spending with meal planning, organization, fitness goals, and long-term accountability, the article offers practical inspiration for anyone looking to regain control of their finances without feeling deprived. Read along with the original article(s) here: https://savingjoyfully.com/financial-reset-setting-new-financial-goals/ Quotes to ponder: "A personal financial reset is a re-evaluation of our financial lives and our overall spending." "We need to set some goals during that month that we carry forward." "The most important part is not spending nothing, it is decreasing spending overall." Episode references: Panera Rewards: https://www.panerabread.com/en-us/mypanera.html Starbucks Rewards: https://www.starbucks.com/rewards Lemon Blessings: https://lemonblessings.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 3571: Andrea Joy explores how a “financial reset” can go beyond a temporary no-spend challenge and become a complete lifestyle shift toward healthier habits, smarter budgeting, and more intentional family living. By combining reduced spending with meal planning, organization, fitness goals, and long-term accountability, the article offers practical inspiration for anyone looking to regain control of their finances without feeling deprived. Read along with the original article(s) here: https://savingjoyfully.com/financial-reset-setting-new-financial-goals/ Quotes to ponder: "A personal financial reset is a re-evaluation of our financial lives and our overall spending." "We need to set some goals during that month that we carry forward." "The most important part is not spending nothing, it is decreasing spending overall." Episode references: Panera Rewards: https://www.panerabread.com/en-us/mypanera.html Starbucks Rewards: https://www.starbucks.com/rewards Lemon Blessings: https://lemonblessings.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Hey lady! Are you ready to get your ish together once and for all? Then bust that notebook out, sis, because this week Dr. Dom and Terri have a powerhouse guest join them to drop gems on how to get your financial house in order so you can welcome great wealth and prosperity in your life for good!Rachel Rodgers is the founder and owner of Hello Seven, a multi-million dollar company that teaches diverse entrepreneurs how to earn more money and build wealth. She's written several books on how simple mindset shifts can generate long-lasting gains and she's here to offer more wisdom from her latest offering Future Millionaire: A Young Person's Step-by-Step Guide to Making Wealth Inevitable. Don't let the title fool you lady, this book is for all ages. In this episode Rachel offers a framework to help you get to the root of your financial ethos so that you can make decisions from a grounded and abundant place.Sometimes it's as simple as changing the internal dialogue from one of being broke to about to be rich. Making that shift can transform your financial life and put you in a position to build the life of your dreams.Rachel highlights the importance of community in building your best financial life. If you're looking for like-minded women to discuss the book and other issues that help you grow to your best self then head to Patreon where we gather for additional insights and resources. See you there! Quote of the Day:"No matter what your life or bank account looks like today, you can be wealthy."– Rachel Rodgers  Goal Map Like a Pro WorkbookCultivating H.E.R. Space Sanctuary  Where to find Rachel Rodgers:Website: Hello SevenBook: Future Millionaire: A Young Person's Step-by-Step Guide to Making Wealth InevitableInstagram: @rachrodgersesqLinkedIn: Rachel RodgersTwitter (X): @RachRodgersEsqFacebook: Rachel Rodgers  Resources:Dr. Dom's Therapy PracticeBranding with TerriMelanin and Mental HealthTherapy for Black Girls Psychology TodayTherapy for QPOC  Where to find us:Twitter: @HERspacepodcastInstagram: @herspacepodcastFacebook:See omnystudio.com/listener for privacy information.

Is diversification really working the way you think or is it missing the bigger picture in retirement? This episode explores why some retirement-focused portfolios outperformed growth models, and what that reveals about strategy versus simple asset allocation. The conversation breaks down how traditional diversification has evolved, why risk management matters differently in retirement, and how income, taxes, and distribution planning fit into the equation. You’ll also hear why chasing returns can lead to unintended consequences, and how aligning investments with specific goals may change the approach. It’s a practical look at shifting from accumulation to a more balanced, income-aware mindset. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights:

Relebogile Mabotja speaks to Stian De Witt an Executive Head of Financial Planning at NMG Benefits unpacking a powerful shift in personal finance goal-based investing and why experts say most money mistakes don’t come from picking the wrong investment, but from losing sight of what we are actually saving for.See omnystudio.com/listener for privacy information.

They lived in a 26sqm tiny house for 8 years… then sold it for double what it cost to build.In this Case Study Sunday, Hilde and Michel return to share what's happened since – from selling their tiny home to building a 3-property portfolio, all while keeping their long-term goal of flexibility and sabbaticals front of mind. You'll learn:How living in a tiny house helped them accelerate their investing journeyWhat it's really like living in 26sqm – and whether it was worth it How they built 3 houses in just 3 years.Main idea? It's not about doing exactly what they did, it's about designing a life that supports your financial goals. For more from Opes Partners:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the weekly Private Property newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠

US Bank has published new research and the results may surprise you. Derik Farrar - Head of Everyday Banking and Borrowing at U.S. Bank had the details for Vineeta on the WCCO Morning News.

Everyone talks about setting financial goals, but not everyone stops to ask if those goals actually make sense. Mark walks through how to define what really matters and build a plan around it. Because the goal isn't just dreaming big, it's making sure those goals hold up in the real world. A solid plan gives you clarity, confidence, and a path forward no matter what happens. Here's what we discuss in today's show: ⏳ Time Matters: You have a limited window to make goals happen

From Motivation to Incentivization: How PPFG Changes Everything Most practice owners try to motivate their teams, but motivation is unreliable and short-lived. Incentivization, on the other hand, is structural and drives consistent behavior. When incentives are unclear or misaligned, teams default to average effort instead of tapping into discretionary energy.   Dr. Pete and Dr. Stephen break down how to intentionally connect outcomes, behaviors, and rewards so that performance becomes predictable and scalable. By aligning incentives with what truly matters and using the PPFG (Personal, Professional, Financial Goals) framework to uncover what drives each team member, leaders can create an environment where people are fully engaged, retention improves, and growth becomes inevitable. In This Episode You Will: Understand why incentivization drives performance more than motivation.  Learn how to connect behaviors to outcomes through clear KPIs.  Discover how discretionary energy separates good teams from great ones.  Clarify how alignment unlocks higher performance and fulfillment.  See how personal, professional, and financial goals fuel retention and growth. Episode Highlights 02:23 - Explore how alignment between purpose, performance, and profitability unlocks sustained energy and engagement. 03:43 - Discover how discretionary energy represents the hidden performance multiplier inside every team member. 04:50 - Examine the structured process of linking outcomes to behaviors as the foundation for effective incentivization. 06:26 - Differentiate alignment as the true driver of success beyond effort or activity alone. 09:02 - Uncover how removing judgment allows leaders to better understand what truly motivates individual team members. 11:05 - Identify the importance of creating mechanisms that ensure consistent and meaningful incentivization conversations. 14:15 - Reveal how lack of clarity around personal, professional, and financial goals leads to disengagement and eventual turnover. 17:26 - Clarify how a humble, relationship-first approach strengthens trust and opens the door for deeper alignment. 21:31 - Understand that helping people achieve their goals becomes the strongest driver of long-term retention. 22:41 - Recognize that failure to grow is the most expensive outcome, reinforcing the necessity of aligned incentives and performance systems. 25:06 - Dr. Chris is joined by Success Partner, Dr. David Fletcher of CLA to explore how neurocentric scanning technology transforms chiropractic communication and practice growth. They discuss using objective nervous system data to improve retention, scale with team leverage, increase PVA, and strengthen certainty in care planning. CLA's technology enhances attraction, conversion, collections, and long-term scalability.   Resources Mentioned Download your copy of the PPFG Worksheet here:  https://go.theremarkablepractice.com/remceo-ep355-ppfg  To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceo For more information about CLA please visit: https://insightcla.com/ Book a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPC Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1 To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In today's episode, we're talking about how to finally figure out where your money is actually going and how to reach your financial goals. Kim Pike Walters is a CPA turned financial coach who specializes in helping small business owners feel more financially secure. She helps her clients navigate the world of budgeting with irregular income, paying themselves, paying off debt, and proactively saving for taxes and other purchases.Connect with Kim Here: https://www.instagram.com/moneycoachkim/https://www.linkedin.com/in/kim-pike-walters/https://www.facebook.com/KPWFinancialCoaching/https://www.kpwfinancialcoaching.com/Grab the freebie here: https://www.kpwfinancialcoaching.com/free-money-guide===================================If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends.Thanks for watching the Financial Freedom & Wealth  Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com.Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-applicationDIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

In this crossover episode, Dr. Jay Zigmont, CFP® sat down with Dr. Bill Yount, host and founder of the Catching Up to FI podcast, for a conversation that starts where most financial conversations never go. Bill recently hit financial independence and found himself in what he calls the fog of FI -- that disorienting stretch after you reach the number and realize the number was never really the point. He and Dr. Jay compare notes on what it actually feels like to arrive at a goal you spent years building toward, what it takes to build a meaningful second chapter, and what legacy really means when you are not leaving it to children.In This Episode, You'll Learn:Reaching your goals is an identity shift, not a finish line. Dr. Bill calls it the "fog of FI." For Childfree people, legacy is not about lineage. Dr. Jay's second-line obituary exercise cuts to it: after your name and date, what does your life actually say?Lowercase p purpose is what keeps you from wandering. It's not a grand mission, it's knowing who you want to serve and how.Most retirement readiness has nothing to do with money. Fritz Gilbert's framework puts roughly 15 of 20 steps in the "soft" category: relationships, creativity, identity, and giving.The right financial planner is a thought partner. Both Dr. Jay and Dr. Bill make the case for flat-fee planners who focus on life and behavior, not portfolio management.Episode Host:Dr. Jay Zigmont, PhD, MBA, CFP® is the Founder of Childfree Wealth®, a life and financial planning firm dedicated to helping Childfree and Permanently Childless people, and Childfree Trust®. He is also the author of The Childfree Guide to Life and Money.Episode Guest:Dr. Bill Yount is a practicing Emergency Physician and the host and founder of Catching Up to FI, a podcast for late starters at any age on the journey to financial independence. A self-described late starter himself, his mission is to help others begin where they are. Learn more on the Catching Up to FI Website: https://catchinguptofi.com/And find him on Catching up to FI: https://www.facebook.com/groups/catchinguptofi/ And the Financial Literacy Project: https://www.facebook.com/groups/371081386982173/ About Childfree InsightsChildfree Insights is a trusted resource for life planning without children. It explores financial planning, estate planning, relationships, and long-term decisions for adults building a future without kids. Home of Childfree Wealth® and Childfree Trust®.Connect with Us:Ready to work on building better financial habits? Connect with our financial planning team at childfreewealth.com or learn more about estate planning at childfreetrust.com.Follow Childfree Life by Design on your favorite podcast platform and join the conversation on social media:Instagram: https://www.instagram.com/childfreeinsightsFacebook: https://www.facebook.com/ChildfreeInsights/LinkedIn: https://www.linkedin.com/company/childfreeinsightsYouTube: https://www.youtube.com/@ChildfreeInsightsDisclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.

Segment 1: Derik Farrar, head of Everyday Banking and Borrowing at U.S. Bank, tells John about new data that shows two in three Americans say they're currently delaying at least one major financial milestone, but still are finding ways to adapt their plans to stay focused on long-term goals. Derik explains why consumer confidence remains […]

Knowledge is power, and it's Financial Literacy Month. Jack Nick, Director of Marketing & eCommerce for Republic Bank of Chicago, joins Jon Hansen on Your Money Matters to talk about working towards your financial goals. Plus, the importance of giving yourself grace and how we can all learn something by starting small. For more info, visit […]

Money isn't just a financial issue in marriage. It's a unity issue. In Episode 292 of The Family Meeting Podcast, Thomas and Lysandra talk about the importance of creating shared financial goals, and why so many couples struggle to get on the same page when it comes to money. Different spending habits, priorities, and expectations can quietly create tension, conflict, and distance. But when couples align financially, they build trust, clarity, and long-term stability. In this episode, you'll learn: Why couples often struggle with money conversations. The difference between individual vs shared financial goals. How misaligned priorities create conflict in marriage. Practical steps to create a unified financial vision. How to communicate about money without arguments. Biblical principles for stewardship, contentment, and planning. Financial unity doesn't happen by accident. It happens through intentional conversations and shared direction. If you want less stress and more alignment in your marriage, this episode will help you build a financial plan you both believe in. Subscribe for weekly conversations on marriage, parenting, and faith. Bonus Resource: Send an email to info@familymeeting.org for our Couples Financial Alignment Worksheet. For more information: https://linktr.ee/familymeeting

Get AudioBooks for Free Best Self-improvement Motivation Smart Financial Goals | Nicole Lapin & Jim Kwik Discover Nicole Lapin & Jim Kwik's simple strategies to set smart financial goals. Build wealth, boost clarity, and take control of your money today! ⁠We Need Your Love & Support ❤️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Get 3 Audiobooks Free -

Lauren is a financial coach. She knows exactly what she'd tell a client who was juggling competing financial goals with limited margin. She'd say: pick one. Prioritize. Stop trying to do everything at once.And yet, when it came to her own money (her IVF goal, her emergency fund, her coaching business, her serving job she was ready to leave) everything felt jumbled.In this Client Seat episode, I coach Lauren through what happens when you stop trying to figure out all the things and start choosing. You'll hear the exact moment her energy shifts from heavy and overwhelmed to clear and motivated. And I share something about my own coaching in this session that I would have done differently — because knowing a client well can be a gift, and it can also lead you to steer when you should be listening.This is Part 1 of a two-part session. Part 1 covers the goals and priorities conversation. Part 2 goes into Lauren's income picture and what it would actually take for her to leave her serving job behind.Get access to Part 2 here. Want to be a guest on a future Client Seat episode? Apply here.In this episode:Why seeing income as separate buckets keeps clients stuck in scarcityWhat happens when you stop trying to fund everything at onceHow Lauren's gut gave her the answer before her logic caught upThe chicken-or-egg loop that keeps big goals permanently on holdWhat I'd do differently in my own coaching — and why naming it mattersResources MentionedMoney Made Human Peer Advisory GroupYNAB

Dr. Donnie bought his dental practice just 6 months ago, and he's already facing the challenges every new owner hits. In this raw and honest "MyStory" episode, Craig and Peter sit down with Dr. Donnie to unpack the real problems he's navigating as a first-time practice owner: arbitrary revenue goals with no math to back them up, two part-time associates who aren't pulling their weight, a rocky practice management software switch mid-transition, a team that says everything's fine but clearly isn't, and a leadership style that's more people-pleasing than people-leading.  The guys break it all down, from reverse-engineering his $3M dream with actual operatory data, to why his bonus system could quietly be killing his margins, to the hard truth about what it means to lead vs. manage a team you inherited. Case Study:  Dr. Donnie Wiggins Single Practice Owner Based in New Jersey (commuting from Brooklyn, NY) Purchased Practice: September 2025 Experience: 6 months into ownership DESCRIPTION The Bulletproof Dental Podcast Episode 432 HOSTS: Dr. Peter Boulden,  Dr. Craig Spodak &  Ian de Jongh GUEST:  Dr.Donnie Wiggins "MyStory" is a new Bulletproof series where real dentists share their real story: what's working, what's not, and the questions they can't get answered anywhere else. Each episode is a one-hour Master Class. Peter, Craig and Ian give practical advice, just like they do inside our Mastermind Program and at the Bulletproof Summit.  The point is simple: you'll hear your own challenges in someone else's story, and leave with clear steps you can use right away to shift your mindset, strengthen your practice, and avoid the mistakes that make growth harder than it needs to be. Contact Us Want to be on MyStory? Email MyStory@bulletproofdentalpractice.com. If your story is selected, you'll join Peter, Craig  ans Ian on the podcast. We also launched the Bulletproof Hotline. Call anytime and leave a message to share your story, ask a question, tell a joke, or leave a note for Peter, Craig and Ian. We'll listen and respond with real-world feedback. Hotline: (561) 933-5575 Chapters 00:00 Introduction and Dr. Donnie's Background 01:15 Dr. Donnie's Path to Practice Ownership 02:22 Why Dr. Donnie Chose Practice Ownership 04:14 Current Challenges in Practice Management 05:00 Vision for the Next Three Years 06:07 Financial Goals and Profit Margins 08:20 Building Out the Practice and Capacity 09:08 Analyzing Practice Performance and Capacity 10:14 Forecasting Future Production and Growth 13:28 Staffing, Culture, and Buy-In 15:10 Understanding Practice Revenue and Data 18:00 Staffing Strategies and Efficiency 22:50 Leadership and Influence in Practice 30:09 Overcoming Staff and Culture Challenges 36:20 Financial Metrics and Bonus Systems 40:43 Patience and Long-Term Growth Mindset 42:52 Self-Leadership and Continuous Learning 44:55 Effective Communication and Influence 45:36 Embracing Change and Problem Solving 46:29 Encouragement and Final Advice REFERENCES Bulletproof Summit Bulletproof Mastermind

Summary In this episode, Adrian Nicholson and RoshanLoungani explore the importance of financial literacy, its current state in the US, and practical steps for all ages to improve financial understanding and decision-making. They discuss the impact of education, social media, and personal goals on financial success.Keywords Financial Literacy, Personal Finance,Investing, Risk Management, Financial Education, Retirement Planning, Money Management, Financial Goals, Youth Finance, Financial Literacy MonthSocial Media Description: Tax season may be over, butFinancial Literacy Month is still going. Do you really understand how your money decisions impact your financial future? Our latest episode breaks it all down — listen now!Chapters00:00 Introduction to Financial Literacy Month02:37 Understanding Financial Literacy and Its Importance09:12 The Role of Education in Financial Literacy13:53 Teaching Financial Concepts to Youth18:52 Financial Literacy for College Students23:18 Advanced Financial Topics for Adults28:09 Creating a Financial Plan32:06 Conclusion and Call to ActionAll opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional

Most people have financial goals... but no real plan to reach them. In this episode, Josh breaks down why working harder with your money isn't enough without structure, and how the “financial junk drawer” mindset keeps people stuck. You'll learn how to prioritize your goals, build a strong financial foundation, and create a strategy that actually moves you forward. Can't get enough of The Financial Quarterback? Click ‘Subscribe' so you never miss a play. If you're enjoying the show, leave a 5-star rating and drop a review—it helps keep the game going!

Most dreams don't fall apart because they're too big, they just never get started. In this episode, Austin, Josh, and Jess talk about why so many goals stay stuck in the “someday I'll do it” category and what it actually looks like to take that first step. Jess shares a story about a weeping willow tree and how it quickly turned into a bigger conversation about taking action and making progress. Tune in!For the video version, show notes, and resources, visit thewealthmindsetshow.com/s2e34Send in LISTENTER QUESTIONS via text➡️Download Free Resource: 8 Timeless Principles to Investing!

Running your practice with no tangible goals and plan will only get you so far. Jeff breaks down how to connect your income, goals, and timeline so that your efforts lead to financial independence.    The MGE Power Program - https://www.mgeonline.com/power-program  DDS Success (coupon code RX269) - https://ddssuccess.com/  Overhead Worksheet - https://www.mgeonline.com/overhead-materials/  Free Fees & Plans Analysis - https://www.mgeonline.com/fees-and-plans 

How do the beliefs we inherit about money shape our approach to wealth—and what happens when we finally decide to examine and rewrite those patterns? The Angel Next Door Podcast's latest solo episode invites listeners to reflect on the roots of their financial behaviors and unpack how history, culture, and family influence their relationship with money. Host Marcia Dawood draws on her new book, "Unapologetic Wealth: Rewrite Your Money Story from Any Beginning." She shares personal insights, scientific studies, and actionable tools that help listeners understand why so many women feel hesitant or guilty around money, and how these feelings are often passed down across generations without question. In exploring the importance of financial awareness and intentional decision-making, Marcia demonstrates how changing our money story not only builds confidence and clarity for today, but also models healthier financial patterns for the next generation. This episode is a must-listen for anyone seeking to shift their financial perspective, break free from inherited limitations, and start conversations that can spark lasting change.   Get the Unapologetic Wealth e-book for 99 cents on Amazon! Get the Unapologetic Wealth e-book for 99 cents at Barnes & Noble!   Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing! Website: www.marciadawood.com Unapologetic Wealth Do Good While Doing Well Learn more about the documentary Show Her the Money: www.showherthemoneymovie.com And don't forget to follow us wherever you are! Apple Podcasts: https://pod.link/1586445642.apple Spotify: https://pod.link/1586445642.spotify LinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/ Instagram: https://www.instagram.com/theangelnextdoorpodcast/ Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/ TikTok: https://www.tiktok.com/@marciadawood

Today we give you five tips to help you achieve and maintain your fitness and financial goals.  Enjoy the show.  www.mikedaciuk.com

Most founders assume scaling means hiring. Jesse Hanley built a 7-figure SaaS and refused to. From Japan, Jesse runs Bento — a profitable email marketing platform — almost entirely on his own. In this episode, he explains why he turned down a ~$10M acquisition offer and the frameworks that make a one-person company possible today. Topics include: ● The “Main Quest vs Side Quest” framework for staying focused in an AI-everything world ● Why Jesse refuses to hire full-time employees (and his “cockroach business” philosophy) ● Turning down a ~$10M acquisition offer to protect his lifestyle ● How AI agents now handle support, bugs, and development tasks ● Building a new product in 5 days with AI that now generates ~$10K MRR ● The Max MRR framework that explains why SaaS companies plateau ● The revenue milestone that finally made him feel financially secure Tropical MBA is a podcast for entrepreneurs building location-independent businesses. Subscribe for weekly episodes on business, money, and the entrepreneurial lifestyle. Hang out exclusively with 7+ figure founders in DC BLACK Our sponsor, Bento - Email marketing for bootstrapped founders CHAPTERS (00:00:00) Solo Founder Lifestyle & Intro (00:03:16) Meet Jesse & Bento + Why Build Email SaaS (00:04:53) AI Models, Tooling & Product Direction (00:07:32) Work Grind, Family & Financial Goals (00:11:12) No Hiring, Contractors & AI Leverage (00:17:48) Main Quest vs Side Quest (Core Strategy) (00:22:13) Getting Customers, Self-Serve & Churn Limits (00:26:44) MRR, Pricing & Positioning (00:34:45) AI Workflows, Agentic Tools & Discipline (00:40:24) Revenue Goals, Daily Routine & 4-Hour Vision CONNECT: Dan@tropicalmba.com Ian@tropicalmba.com Past guests on TMBA include Cal Newport, David Heinemeier Hannson, Seth Godin, Ricardo Semler, Noah Kagan, Rob Walling, Jay Clouse, Einar Vollset, Sam Dogan, Gino Wickam, James Clear, Jodie Cook, Mark Webster, Steph Smith, Taylor Pearson, Justin Tan, Matt Gartland, Ayman Al-Abdullah, Lucy Bella. PLAYLIST: The $10K Projects You Never Do (AI Just Changed That) How to Build a 6-Figure Digital Business with Claude Code 4 Ways to Start a Business From Scratch in 2026

Get AudioBooks for Free Best Self-improvement Motivation Smart Financial Goals with Nicole Lapin Discover practical money and mindset strategies from Nicole Lapin and Jim Kwik. Learn how to set simple, powerful financial goals that drive real results. Get AudioBooks for Free ⁠We Need Your Love & Support ❤️ https://buymeacoffee.com/myinspiration #Motivational_Speech #motivation #inspirational_quotes #motivationalspeech Get AudioBooks for Free Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Most real estate agents set financial goals. Very few set financial goals that actually produce income. In today's episode, we break down the right way to reverse-engineer your income target so you know exactly: • How many listings you need • How many conversations that requires • What your real activity standard must be • Why transaction goals alone don't work • The math behind predictable income If your income still feels inconsistent, the issue probably isn't the market. It's the structure behind your goals. This episode is for full-time agents who want predictable, listing-based income — not hype.