Podcasts about financial goals

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

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

Bob talks about why it is important to reset your financial goals. 

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.

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

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.

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

What if the key to entrepreneurial success isn't just about making money, but about building confidence and aligning your finances with your personal values? This episode of The Angel Next Door Podcast dives into how shifting your mindset around money can transform not only your business but your whole approach to wealth and life.Our guest, Shari Rash, founder of GWA Wealth and host of “Everyone's Talking Money,” brings a wealth of experience in financial advising, with a special focus on empowering women to own their financial journeys. Her unique perspective comes from years in both corporate finance and building her own practice dedicated to closing the confidence gap women often feel around money.In this episode, Shari Rash and Marcia Dawood candidly discuss the obstacles women face around financial confidence, practical ways to get comfortable with both small and large money decisions, and the major wealth shift underway as more women take control of assets. If you're ready to rethink your approach to wealth and entrepreneurship, this conversation is packed with relatable stories and tangible advice you can put into action—making it an essential listen for driven, values-minded listeners. To get the latest from Shari Rash, you can follow her below!https://www.linkedin.com/in/shari-rash/https://www.gwawealth.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: 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

Join us as Pastor Aaron continues his message on the biblical truths regarding your finances!

God is calling us to flourish in every arena of life, including our finances!

God is calling us to flourish in every arena of life, including our finances!

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.

On this episode of CFO at Home, Vince wraps up his conversation with Albert Butler, CPA, MBA, and author of 'Life:, Truth, Love, Loss, Success, and Failure·. This time around Albert and Vince dive into practical budgeting tips, the value of using Net Worth as a primary measurement of financial success, student loans and education costs and more. Life:, Truth, Love, Loss, Success, and Failure is available now on Amazon. Key Topics: 00:40 Diving into Practical Budgeting Tips 01:52 Understanding Net Income and Financial Goals 03;38 The Power of Personal Financial Statements 05:32 The Importance of Net Worth 10:48 Rethinking Credit Scores and Financial Leverage 20:01 Navigating Student Loans and Education Costs 25:44 Final Thoughts and Resources Key Links: LIFE: Truth, Love, Loss, Success, & Failure @albertbutlercpa - Facebook @albertbutlercpa - Intagram @albertbutlercpa - YouTube 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

Financial security is about more than just building wealth: it's about resilience, preparation, and having the tools to weather whatever comes your way. And right now, with rising costs, market volatility, and evolving fraud risks, investors need that security more than ever.On this episode, FINRA Investor Education Foundation and Senior Vice President of Investor Education Gerri Walsh discusses what financial security really means in 2026, and how firms can help protect and empower their customers. This conversation that sits right at the heart of FINRA Forward, our commitment to evolving alongside the rapidly changing securities industry in support of our mission of protecting investors and market integrity.Resources mentioned in this episode:BrokerCheckMarket Data CenterFund AnalyzerFixed Income DataFINRA Investor Education FoundationProtecting Consumers from FraudFINRA ForwardBlog Post: FINRA Forward's Rule Modernization—An UpdateBlog Post: Vendors, Intelligence Sharing and FINRA's MissionBlog Post: FINRA Forward Initiatives to Support Members, Markets and the Investors They ServeEp. 168: Investing Wisely in 2025: Avoiding Scams and Achieving Your Financial GoalsEp. 183: Investors in the United States: Key Trends and Insights from the National Financial Capability Study Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

Why do your financial goals keep stalling every year — even when you're motivated, prayerful, and committed?   In this episode, we explore the real reason Christian women in business struggle to maintain momentum… and why it has nothing to do with discipline or strategy. You'll learn: The hidden beliefs shaping your financial decisions Why strategy can't fix a mindset rooted in fear How God, mindset, and strategy work together What the MIRROR framework reveals about your patterns How to finally break the cycle of stalled goals If you're ready to earn with peace, sell confidently, and steward your calling without guilt or striving, explore more at funmoneyhabits.com or click below. ✨ Free Quiz: Discover your money mindset type https://form.jotform.com/CoachRaina/quiz   If this episode encouraged you, share what resonated most by sending me a DM @christianmoneymindset. Your story may encourage another woman who's walking the same path

Send us a textMost women physicians don't need another goal-setting checklist.They need clarity, direction, and space to think.In this episode, Dr. Latifat shares why how you start the year matters more than how you end it especially when it comes to money, identity shifts, and long-term wealth.If you've ever:Rushed into January without a real resetSet financial goals that sounded good but didn't stickFelt quiet anxiety about money despite earning wellThis conversation is for you.You'll learn:Why unfinished financial thoughts create stressHow reflection creates momentum (not procrastination)What actually works for goal-setting as a busy physicianHow to step into 2026 grounded, clear, and ready to execute

On today's episode of Great Points, Matt talks about setting financial goals and how you can make those goals a reality.  There is value in big ambitious long-term goals, but how you handle medium and even short-term goals ultimately plays a significant role in attaining the big ones.  Whether financial goals or otherwise, Matt offers some practical tips for turning "resolutions" into actions and ultimately results.

Tell Us A Secret The first Wealth Wednesday of 2026 See omnystudio.com/listener for privacy information.

Hey Friend!   How many times have you set a goal only to forget about it, or push it off never actually achieving it? There are many reasons behind why this can happen. Maybe it wasn't truly important to you, maybe life got in the way and it had to take a backseat, maybe you feel like you don't make enough money so you don't even try.    That is why in today's episode we are going to talk about the 4 main reasons behind why goals fail and 4 steps you can take to change your narrative and start reaching your goals.    So go get your drink, open your heart to God and I'll see you inside!    Much Love    Molly    P.S. I want to invite you to grab some Budget Coaching. This is where I walk you through setting up your budget and coach you through sticking to it. To learn more, email me at mollybenell@gmail.com and let's get you out of the overwhelm and into confidence.  . . . Next Steps:  . Book a Call  . Join The Community  . Become an Insider . Questions? Email me at mollybenell@gmail.com . Resources:  61. Setting Financial Goals So You Can Stick To Your Budget as a Stay at Home Mom 96. Is Your Money Spread Thin So You Never Actually Reach Your Goals? How to Budget Your Goals for Success. 111. Tired of Sacrificing Your Goals? Set Goals You Can Reach on a Limited Income.

Send Jackie A Message!In this episode of the Studio CEO Podcast, Jackie Murphy explains the three financial goals every yoga and Pilates studio owner needs to set for 2026: profit, salary, and revenue. Learn how to work backwards from the life you want, track your numbers monthly, and build a studio business that is profitable, sustainable, and supportive — not draining.Key Takeaways✔ Profit creates sustainability ✔ Salary is non-negotiable ✔ Revenue funds growth ✔ Monthly tracking matters ✔ Goals should stretch your identityFAQsWhat financial goals should a studio owner set? Profit, salary, and revenue — in that order.How much profit should a yoga or Pilates studio make? 10–30% depending on the stage of business.Should studio owners pay themselves a salary? Yes. Consistently and intentionally.Work with Jackie Murphy Say Hi on Instagram @studioceoofficial Level up your Marketing Skills in the Free Marketing Training:https://www.jackiegmurphy.com/3-marketing-mistakes Learn more about The Studio CEO Program: https://www.jackiegmurphy.com/studioceo

We often fall into the trap of setting financial goals that are destined to fail, so we're exploring why some goal-setting attempts fail and how to pivot away from the common mistakes that turn well-intentioned plans into forgotten wishes. By shifting our focus, we can find the traction needed to make real progress. We dive into the psychology of "fresh starts," the power of accepting mediocrity to overcome perfectionism, and why your most successful financial year might actually involve a plan to spend more on the things you love.Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/144-financial-goals-that-dont-suck-7-traps-to-avoid/