Podcasts about financial goals

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Best podcasts about financial goals

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Latest podcast episodes about financial goals

The Wellness Inspired Podcast
True Prosperity for High Performers: Redefining Success Beyond Financial Goals with Keveney Avila

The Wellness Inspired Podcast

Play Episode Listen Later Aug 5, 2025 62:55 Transcription Available


Send us a textIn this episode of the Wellness Inspired Podcast, I sit down with Keveney Avila, a former attorney turned prosperity mentor for high performers, to explore what it really means to achieve true prosperity—beyond financial success.Keveney shares how leaving a thriving legal career led her to energy work, spiritual alignment, and building a life that integrates health, relationships, and inner fulfillment.If you're a high-achieving professional feeling burned out, stuck, or craving deeper meaning, this conversation will help you rethink success through the lens of clarity, creativity, and soul alignment.In this episode, you'll discover:Why prosperity is more than money: redefining success holisticallyKeveney's journey from law to spiritual mentorship and energy clearingHow to identify and release energy blocks that hinder personal and professional growthThe concept of “soul esteem” and why it's more powerful than self-esteemInsights into Keveney's P-Suite Mentorship for high performers ready to scale with ease and alignment

Canadian Wealth Secrets
Smith Manoeuvre, RRSPs, HELOCs, and Spousal Income: Where Many Canadians Get Wealth Structuring Wrong

Canadian Wealth Secrets

Play Episode Listen Later Aug 1, 2025 24:34


Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereIs using the Smith Manoeuvre actually the smartest strategy for your family's financial future—or just a well-known tactic that needs deeper thought?If you're earning a strong income, filling up your RRSPs, and asking “now what?”, you're not alone. Many high earners in Canada hit a ceiling when it comes to traditional tax-advantaged accounts—and they're left wondering how to structure their wealth more efficiently. In this episode, Kyle Pearce and Jon Orr walk through a real listener case study that exposes the blind spots, tax traps, and strategic decisions facing Canadian professionals trying to hit their retirement goals without losing half their income to taxes.You'll discover:Why simply maximizing your RRSP isn't enough—and how to think beyond the basicsThe real pros and cons of using the Smith Manoeuvre in your name vs. your spouse'sHow to balance today's tax savings with tomorrow's income-splitting strategy for retirementReady to move from tax confusion to tax confidence? Hit play and learn how to make smarter wealth-building moves with the income you've already got.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Unlocking financial freedom in Canada starts with more than just saving—it demands a strategic blend of wealth optimization, tax-efficient investing, and a clear financial vision setting that aligns with your lifestyle and goals. Whether you're a high-income earner, entrepreneur, or family focused on building long-term wealth in Canada, understanding tools like the Smith Maneuver, RRSP optimization, and capital gains strategies is essential. This episode explores how smart investment structures, corporate wealth planning, and personal vs corporate tax planning cReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Optimal Finance Daily
3231: 6 Ways to Turbocharge Your Savings by J. Money of Budgets Are Sexy on Money Mindset and Financial Goals

Optimal Finance Daily

Play Episode Listen Later Jul 31, 2025 10:38


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 3231: J. Money shares six unconventional yet powerful ways to supercharge your savings by tweaking everyday habits, like rounding up payments, banking “spavings,” and doing no-spend challenges. These bite-sized strategies not only build wealth steadily but also help reshape your mindset around money, time, and self-discipline. Read along with the original article(s) here: https://budgetsaresexy.com/6-ways-to-turbocharge-your-savings/ Quotes to ponder: "Whatever your monthly payment is, just round up to the nearest $10th and kill off a little extra debt without even noticing it!" "You might not have paid full price for the item, but you're still very much spending money vs saving since nothing actually went INTO your savings account!" "The idea is to spend only on the necessities of life for a month, and then resist from spending money on the 'wants.'" Episode references: 75 Hard Challenge: https://andyfrisella.com/pages/75hard-info Acorns App: https://www.acorns.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Associates on Fire: A Financial Podcast for the Associate Dentist
112: Dental Financial Planning: Turning Chaos into Financial Freedom - Part 2

Associates on Fire: A Financial Podcast for the Associate Dentist

Play Episode Listen Later Jul 31, 2025 88:01


Welcome back to The Dental Boardroom Podcast! In this episode, we continue our deep-dive series on financial planning for dental practice owners — turning financial chaos into true financial freedom.Today, host Wes Read, CPA and CFP, explores Phase Two of the financial planning journey: Developing a Personal Plan for Financial Independence. Wes shares his unique approach, combining technical expertise and life planning philosophy, to help dentists create a personalized roadmap toward their ideal lifestyle — whether it's a simple, peaceful life or one filled with travel and luxury.This episode emphasizes that every dentist has two financial clients: the current you and the future you. And balancing both is key to achieving long-term independence.

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY
3231: 6 Ways to Turbocharge Your Savings by J. Money of Budgets Are Sexy on Money Mindset and Financial Goals

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Jul 31, 2025 9:38


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 3231: J. Money shares six unconventional yet powerful ways to supercharge your savings by tweaking everyday habits, like rounding up payments, banking “spavings,” and doing no-spend challenges. These bite-sized strategies not only build wealth steadily but also help reshape your mindset around money, time, and self-discipline. Read along with the original article(s) here: https://budgetsaresexy.com/6-ways-to-turbocharge-your-savings/ Quotes to ponder: "Whatever your monthly payment is, just round up to the nearest $10th and kill off a little extra debt without even noticing it!" "You might not have paid full price for the item, but you're still very much spending money vs saving since nothing actually went INTO your savings account!" "The idea is to spend only on the necessities of life for a month, and then resist from spending money on the 'wants.'" Episode references: 75 Hard Challenge: https://andyfrisella.com/pages/75hard-info Acorns App: https://www.acorns.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Medics Money podcast
Ep 282: Financial Goals for 2025: Spend More on You – A Chat with Be Money Savvy

Medics Money podcast

Play Episode Listen Later Jul 29, 2025 31:00


In this episode, Cyra from Medics' Money interviews Emma, the founder of Bee Money Savvy. Emma shares her journey of starting a money-saving blog inspired by her parents' financial struggles and her own experiences living on a part-time income. She discusses essential money-saving tips, budgeting tools, and the benefits of diversifying income streams. Emma also highlights the importance of convenience and consistency in building good financial habits and reveals her personal goal for 2025: to spend more on herself after years of stringent saving. Tune in for practical advice on managing finances better and leveraging tools to maximise savings. 00:00 Introduction and Guest Introduction 00:22 Emma's Journey into Money Blogging 04:03 Mindset and Habits for Financial Success 05:30 Saving Strategies and Tools 08:25 Favourite Budgeting Tools and Techniques 11:40 Money Saving Apps and Cashback Tips 1 9:00 Diversifying Income Streams 24:02 Building a Website for Income 27:56 Financial Goals for 2025 30:50 Conclusion and Final Thoughts

The Tactical Empire
Midyear Reset: Reflect and Adjust Your Goals for Success

The Tactical Empire

Play Episode Listen Later Jul 24, 2025 5:29


In this episode of Tactical Empire, Sean talks about the Midyear Reset series, where goals are reevaluated across family, fitness, finances, and freedom. Discover how reflecting and adjusting your goals can get you back on track to success.

Optimal Relationships Daily
2664: How Having a Baby Changed My Financial Goals by Logan Allec with Marriage, Kids and Money on Children and Finances

Optimal Relationships Daily

Play Episode Listen Later Jul 20, 2025 12:07


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 2664: Logan Allec shares how becoming a parent radically reshaped his financial mindset - from early retirement dreams to prioritizing his child's future. His story highlights the emotional and practical shifts that come with parenthood, including relaxing personal savings goals, focusing on time over money, and investing early in his child's education and financial literacy. Read along with the original article(s) here: https://marriagekidsandmoney.com/having-a-baby-changed-financial-goals Quotes to ponder: "Money is still important, of course, but spending time with my family is now my top priority." "I'm no longer worried about hitting a specific savings target at the end of each month, and I've relaxed my budget significantly since my child was born." "You don't need to worry about a new baby's retirement fund for a while, but you can get their financial life off to a great start by helping them create a Roth IRA as soon as possible." Episode references: 529 College Savings Plan Overview: https://www.savingforcollege.com/intro-to-529s/what-is-a-529-plan Roth IRA: https://www.irs.gov/retirement-plans/roth-iras Learn more about your ad choices. Visit megaphone.fm/adchoices

The Catholic Coaching Podcast
253. How to Set Financial Goals Without Guilt or Fear | Catholic Money Mindset

The Catholic Coaching Podcast

Play Episode Listen Later Jul 16, 2025 64:32


Do you ever feel torn between your desire for wealth and your desire for holiness?Are you afraid your financial goals might pull you away from God's will?In this powerful episode, we tackle the hard questions faithful Catholics face about money, wealth, and stewardship, and how to pursue financial goals without falling into fear, greed, or vanity.At Metanoia Catholic, we believe money is a tool, not a treasure. Used well, it serves your mission, strengthens your family, and glorifies God. In this conversation with Amanda and Jonathan Teixeira from WalletWin, you'll learn how to: • Set financial goals with clarity and confidence • Pursue wealth without guilt or shame • Discern God's will for your money, business, and mission • Break free from anxiety and fear around money decisionsWhether you're a business owner, parent, or simply someone wrestling with the desire for more, this episode will show you how to align your Catholic money mindset with God's plan for your life.Send us a textSupport the show____________________ ► Make sure to SUBSCRIBE to the Metanoia Catholic YouTube Channel!► Find out your temperament: Take the Free Quiz► Take the Quiz: WHAT TYPE OF COACH ARE YOU?► GET THE DAILY SEVEN JOURNAL!This interactive journal will help you transform your life from the inside out by teaching you how to grow in gratitude, set healthy goals, and gain mastery over your thoughts.► JOIN THE ACADEMY!Your online resource of classes, tools, and community to ramp up your growth and really change your life. Learn from the Metanoia Catholic coaches in webinars, live coaching calls, Lectio Divina, and more with your monthly membership.____________________ ► SUBSCRIBE TO THE CATHOLIC COACHING PODCASTApple PodcastsSpotifyYouTubeAmazon MusicCastboxStitcher____________________ ...

The New Money Habits Podcast
Mid-Year Money Check-In: Reset Your Financial Goals Today! | Ep. 181

The New Money Habits Podcast

Play Episode Listen Later Jul 16, 2025 29:31


Perth Property Insider Podcast
How Much Wealth Is Enough? With Stuart Wemyss

Perth Property Insider Podcast

Play Episode Listen Later Jul 16, 2025 37:15


How much is enough? It’s a question I’ve been wrestling with—not just personally, but in so many chats with friends and clients lately. Today, I’m joined by Stuart Wemyss to unpack this exact topic. We talk about the tension between growing your wealth and enjoying it, how guilt can sneak in when we spend, and why creating balance isn’t a luxury—it’s a strategy. We dig into the psychology behind money habits, especially for property investors in different phases—whether you're in acquisition, consolidation, or nearing retirement. Stuart shares some powerful insights on using property, super, and tax strategies for long-term financial independence. He also breaks down why holding onto property too long might hurt your retirement income, and what to consider instead. If you’ve ever wondered whether you’re investing enough (or maybe investing too much), this episode will help you zoom out and get clear on what you're working toward. Let’s go inside. Resource Links: Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Get email updates about suburb intelligence reports and exclusive invites to our webinars, events, and workshops. Join (investorsedge.com.au/join) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) Episode Highlights: Intro [00:00] Balancing Wealth and Lifestyle [01:20] Personal Choices and Financial Goals [03:22] Impact of Past Financial Experiences [07:15] Property Investment and Retirement [09:25] Tax Effectiveness and Asset Allocation [13:58] Balancing Property and Superannuation [16:26] Timing and Flexibility in Financial Planning [21:27] Enjoying Life While Achieving Financial Goals [32:00] Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. About the Guest: Stuart Wemyss is a qualified chartered accountant, independent financial adviser, and mortgage broker with over 20 years of experience in financial services. He is the founder of ProSolution Private Clients, an award-winning boutique financial advisory firm established in 2002 that specializes in property investment advice and mortgage broking. Stuart is a successful property investor and author of two books on property investment, including the bestseller Investopoly. He is known for providing holistic, trustworthy, and independent advice, regularly sharing his expertise through media appearances, podcasts, and educational content to help clients achieve successful property investment outcomes. Based in Melbourne, Stuart combines his professional expertise with a commitment to empowering investors with unbiased information Connect with Stuart: LinkedIn: https://www.linkedin.com/in/stuartwemyss/ X: https://x.com/stuartwemyss?lang=en Connect with Perth Property Insider: Subscribe on YouTube: https://www.youtube.com/@InvestorsedgeAu Like us on Facebook: https://www.facebook.com/investorsedge See omnystudio.com/listener for privacy information.

The Investor Professor Podcast
Ep. 169 - 2025 Halftime Report

The Investor Professor Podcast

Play Episode Listen Later Jul 13, 2025 34:52


In Episode 169 of The Investor Professor Podcast, Dr. Ryan Peckham and co-host Cameron take stock of the wild ride that was the first half of 2025. From a market nose-dive in April to a remarkable recovery and new all-time highs, the duo unpacks the key events that shaped investor sentiment, including political shakeups, tariff turbulence, anchoring bias, and the velocity of market swings. With the S&P 500 now up over 5% year-to-date, they examine how investor psychology and retail participation continue to drive volatility—and how disciplined strategies like dollar-cost averaging remain the antidote to reactive behavior.The episode also touches on Amazon Prime Day, new IPO momentum (including Figma's blockbuster numbers), the return of SPACs, and the looming impact of interest rates and political appointments on the back half of 2025. Beyond markets, Cameron shares personal updates—including his upcoming MBA journey—while Ryan reflects on goals, growth, and the importance of making the most of the year's second half. Whether you're chasing gains or chasing purpose, this episode is a timely reminder: don't mistake activity for achievement.*This podcast contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this podcast will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Rydar Equities, Inc. does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.  Past performance is no guarantee of future results.

Rutherford Issues Podcast
Edward Jones financial advisor Lee Colvin | The Importance of Setting Strong Financial Goals

Rutherford Issues Podcast

Play Episode Listen Later Jul 8, 2025 14:10


Bryan Barrett talks with Edward Jones financial advisor Lee Colvin about the importance of setting strong financial goals.

Social Entrepreneur with Nathan A Webster
EP 265 - The Simple Path for Building Wealth

Social Entrepreneur with Nathan A Webster

Play Episode Listen Later Jul 7, 2025 37:29


Nathan (aka, NDUB) invites Chris Magaña back on the show to discuss the steps to building wealth for beginners. Chris, the money nerd, talks on the importance of assessing one's current financial situation, understanding spending habits, and the significance of discipline in wealth building. He also touches on the need to embrace struggles and the evolving definition of wealth over time.  #wealthbuilding #financialliteracy #investmentstrategies #marketing #marketing #budgeting #financialgoals

Mental Wealth
Essential Questions Before Marriage and Parenthood | Mental Wealth 37

Mental Wealth

Play Episode Listen Later Jul 4, 2025 28:06


In this episode, we discuss the adjustments and intentional time management required as we prepare to live together and juggle their social lives and individual work commitments. We dive into our financial goals, approaches to budgeting and large purchases, and our perspectives on prenups. The conversation also covers planning for children, including adoption and parenting styles, the impact of children on our relationship, and the importance of continuing to nurture our marriage. Join us as we explore our values and plans for the future together.00:00 Adjusting to Living Together00:58 Balancing Social Life and Relationships03:22 Financial Goals and Aspirations06:33 Approach to Budgeting and Spending09:42 Views on Prenups and Financial Security14:32 Sacrifice in Relationships14:40 Prenups: To Sign or Not to Sign?14:56 Discussing Parenthood15:09 Adoption and Family Building15:38 Co-Parenting After Separation17:08 Parenting Styles and Discipline20:12 Dividing Parenting Responsibilities21:33 Importance of Education24:36 Impact of Kids on Relationships26:38 Conclusion and Final Thoughts

The Moneywise Guys
6/30/25 Your Money-Saving Guide: Credit Cleanup + Solar Changes in California

The Moneywise Guys

Play Episode Listen Later Jul 1, 2025 45:28


The Moneywise Radio Show and Podcast Monday, June 30th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management Guest: David Castro, Next Phase Electric website: https://nextphaseelect.com/  

Revitalized Womanhood
EP122 | Empowering Your Money Mindset with Angela Duncan

Revitalized Womanhood

Play Episode Listen Later Jul 1, 2025 45:39


Hey ladies! Welcome back to another episode of the Revitalized Womanhood podcast! I'm beyond excited to introduce Angela Duncan, who dropped so much wisdom on empowering our money mindset. Angela shares her journey from a childhood filled with financial struggles to becoming a beacon of financial empowerment for women. We chat about practical budgeting tips (the red, yellow, green highlighter method is a game-changer!), and creating fun financial goals. Plus, she dishes out a 7-day challenge to get us all started on the right foot. Trust me, you don't want to miss this episode!  00:00 Welcome and Guest Introduction 00:26 Angela's Journey with Money 02:51 Empower Her Money Podcast and Book 05:34 Defining Empowered Money 08:41 Mindset Shifts and Financial Habits 11:26 Couples and Financial Goals 17:15 Practical Steps to Financial Control 20:57 Budgeting Tips and Visualization 22:18 Overlapping Guests and Personal Stories 23:00 Financial Goals and Sacrifices 25:35 Visual Triggers and Unsubscribing 28:45 Money Habits for Women 32:26 Interest Rates and Debt 36:04 Insurance and Professional Advice 40:10 Seven-Day Challenge for Financial Empowerment 41:48 Conclusion and Book Promotion   Connect with Angela Duncan online: https://www.instagram.com/empowerhermoneypodcast/   Connect with the Revitalized Womanhood online! https://revitalizedwomanhood.com/   Join other like-minded women in the Revitalized Sisterhood online community today! https://revitalizedwomanhood.mn.co/feed   Follow Revitalized Womanhood online! https://www.instagram.com/revitalizedwomanhood/  

Your Money Matters with Jon Hansen
Mesirow Monday: Now is the time to revisit your financial goals

Your Money Matters with Jon Hansen

Play Episode Listen Later Jul 1, 2025


Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different topic surrounding finances. In this episode, Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow, joins Your Money Matters to talk about a mid-year financial check-in. Tiffany discusses budget changes, understanding where your money is going, and investing your money after […]

The Greatness Academy Podcast
Is Owning a Home Still the American Dream? | 7th Cents Podcast

The Greatness Academy Podcast

Play Episode Listen Later Jun 23, 2025 33:03


In this episode of The 7th Cents Podcast, Mike Macklin and Coach R.L. Simmons get real about one of the biggest financial questions today: Is homeownership still the American Dream—or just an expensive illusion?They unpack: 

The Money Nerds
Competing Financial Goals - How to Prioritize, Sprint, and Stay Focused

The Money Nerds

Play Episode Listen Later Jun 19, 2025 23:54


Get social with me: Instagram: @whitney_hansen_co Tiktok: @whitneyhansen10 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Money On My Mind
Ep 64: Why You Sabotage Your Own Financial Goals (And How to Stop)

Money On My Mind

Play Episode Listen Later Jun 17, 2025 44:32


Welcome back to Money on My Mind! Today's episode is one of the most personal and powerful I've ever recorded. Despite battling a heavy heart and a tough cold, I felt compelled to sit down and share something deeply important: why we so often sabotage our own financial goals—and more importantly, how to break the cycle.   I open up about recent personal loss and the emotional struggles that come with it, tying it all back to how our mindset and subconscious beliefs can quietly but forcefully derail our money journey. We dive deep into childhood money scripts, upper limit beliefs, fear of success, and the psychological traps that keep us stuck. If you've ever wondered why it feels so hard to follow through with your financial plans, this episode is for you.   Timeline Summary [0:00] - Introduction [0:41] - Why we set goals but never follow through—and why I still showed up to record today [2:15] - How self-sabotage and upper limit beliefs shape your financial ceiling [4:39] - The impact of childhood money scripts and subconscious programming [8:27] - Personal story: learning money lessons the hard way as a kid [13:05] - Fear of success and how our past can create hidden resistance [16:58] - The tribal psychology of money and fear of outgrowing your circle [21:07] - Stockholm Syndrome and why staying broke sometimes feels safer [25:01] - Signs you're sabotaging your success—spending sprees, over-research, and distractions [29:31] - Tools to interrupt self-sabotage and shift your financial identity [39:13] - Journal prompts to help rewire your beliefs and unlock new success   Quoteables “Until people see themselves as someone who handles money well, they'll keep proving the opposite.” “Sometimes we're not afraid to fail—we're afraid to succeed and lose it all.” “Money is energy. Money is value. Money is not time spent.” “If I had money already, what would I be doing differently?” “You don't need to be great to start, but you need to start to become great.”   Links & Resources   https://bookwithbudgetdog.com/ped   If this episode spoke to you, I'd be grateful if you rated and reviewed the show! Don't forget to follow Money on My Mind and share it with someone else who might need to hear it. Your financial freedom starts with your mindset—let's rewire it together.

Your Life Your Wealth Network
Your Flexible Financial Goals # 495

Your Life Your Wealth Network

Play Episode Listen Later Jun 17, 2025 23:56


Having measurable achievable goals is an integral part of wealth planning. Many savers believe those goals should be immovable and remain unchanged. Should they? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the importance and value of being flexible with your financial goals. Listening Time: 24 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

The Greatness Academy Podcast
Do Emergency Funds Create a Scarcity Mindset? | 7th Cents Podcast

The Greatness Academy Podcast

Play Episode Listen Later Jun 16, 2025 25:25


In this thought-provoking episode of The 7th Cents Podcast, Mike Macklin and Coach R.L. Simmons challenge one of the most widely accepted personal finance rules: Do emergency funds actually help—or do they keep us stuck in a scarcity mindset?They dig into: 

The Greatness Academy Podcast
This is Why A Students Work for C Students | 7th Cents Podcast

The Greatness Academy Podcast

Play Episode Listen Later Jun 9, 2025 27:25


In this eye-opening episode of The 7th Cents Podcast, Mike Macklin and Coach R.L. Simmons break down a hard truth: why A students often end up working for C students—and what it says about our education system, mindset, and definitions of success.They explore: 

Millennial Money
Why You Overspend, Procrastinate, and Compare: 6 Money Biases That Are Sabotaging Your Financial Goals

Millennial Money

Play Episode Listen Later Jun 7, 2025 32:45


You've got the budget app. You're reading the personal finance books. You know what you should be doing with your money—so why does it still feel so hard to follow through? In this episode of Everyone's Talkin' Money, Shari breaks down six sneaky psychological biases that shape your money decisions without you even realizing it. From anchoring to optimism bias, these aren't personal flaws—they're predictable brain glitches. But once you spot them, you can stop them. You'll walk away understanding: What anchoring bias is and why it makes that $100 dress feel like a steal (when it's not) Why the fear of losing money feels worse than actually losing it—and how that keeps you stuck How your brain protects old money stories through confirmation bias Why instant gratification keeps winning, even when your future self is begging you to chill How optimism bias tricks you into thinking “next month” will magically fix everything Why social proof bias is fueling lifestyle creep—and what to do instead This is the episode that will make you pause mid-scroll, mid-spend, or mid-self-doubt and say, “Ohhhh, that's what's going on.” If any of these biases hit home, share the episode with a friend and DM Shari @everyonestalkinmoney to keep the conversation going Learn more about your ad choices. Visit megaphone.fm/adchoices

The Greatness Academy Podcast
Supporting Black Businesses. Is It Worth It? | 7th Cents Podcast

The Greatness Academy Podcast

Play Episode Listen Later Jun 7, 2025 27:46


In this episode of The 7th Cents Podcast, Mike Macklin and Coach R.L. Simmons dive deep into the conversation around supporting Black-owned businesses. Is buying Black a revolutionary act or just a trendy phrase?They explore: ✔️ The real economic impact of circulating the dollar in Black communities ✔️ Common misconceptions and barriers to supporting Black businesses ✔️ The difference between support, loyalty, and accountability ✔️ How quality, pricing, and service factor into the conversation ✔️ What it really means to build wealth through collective economicsWhether you're passionate about Black entrepreneurship or curious about where your dollars go, this episode challenges the norm and breaks down what “support” really looks like in today's economy.

The Retirement Learning Lab, with Van Richards, ChFC®
Creating Your Financial Inventory: The Difference Between Guessing and Knowing Your True Worth

The Retirement Learning Lab, with Van Richards, ChFC®

Play Episode Listen Later Jun 6, 2025 29:45


Send us a textWelcome back to the Retirement Learning Lab! In this episode, Van Richards continues the "Getting Your Financial House in Order" series by showing you how to transform your organized documents into a crystal-clear picture of your true financial position.What You'll Learn:The critical difference between having organized documents and actually knowing what you're worthWhy even intelligent professionals struggle with financial planning (featuring real client stories)The three essential components of a complete financial inventoryHow to avoid the costly mistakes that could derail your retirementReal Stories That Will Open Your Eyes: Van shares two powerful client stories: Bob and Susan, who discovered they had $750,000 MORE than they thought (and could have retired years earlier), and Tom, who thought he had $900,000 but actually had only $525,000 (avoiding a retirement disaster).Key Topics Covered:Assets, liabilities, and net worth calculationSpecial considerations for retirement planningTax implications of different asset typesLiquidity considerations and growth vs. income assetsHow high debt can block access to reverse mortgagesThe emotional side of financial discoveryYour Free Tool: Download the Retirement Life Workbook Module 1 at forms.richardsfinancialplanning.com - the same organizational system Van uses with paying clients, now available free to help you create your comprehensive financial inventory.Action Steps for This Week:Gather all financial statementsList every asset with current valuesDocument all liabilities and debtsCalculate your net worth and liquid net worthReview everything with your spouseRemember: You can't solve problems you don't know you have, and you can't take advantage of opportunities you don't know exist. Your journey from insecure to in control starts with knowing exactly where you stand today.Next Week: Understanding what your financial inventory means for your retirement goals and tax-sensitive account strategies.Educational content only - not investment advice

Order of Man
Regain Momentum, Be a Manly Man, and Overcome Your Heart at War | ASK ME ANYTHING

Order of Man

Play Episode Listen Later Jun 4, 2025 75:01


In this Ask Me Anything episode, Ryan Michler and Kipp Sorensen tackle questions around forgiveness, grief, confidence, and masculine responsibility. They explore how to regain momentum after major life setbacks, navigate strained relationships with parents, and balance humility with confidence.  The hosts also discuss toxic masculinity, fatherhood, and the importance of modeling strength and integrity. This episode is a call to rise above a “heart at war” and live as a man of purpose—even in the face of fear, trauma, and adversity. SHOW HIGHLIGHTS 00:00 – Opening & News Headlines 03:50 – Forgiving Parents Without Reconnecting 17:18 – Confidence and Humility in One Hand 24:35 – Facing Mortality & Leading Your Family 35:42 – Regaining Momentum After Loss 40:59 – Prioritizing Fitness vs. Financial Goals 48:37 – Why Most Men Stay Stuck 59:05 – Toxic Masculinity, Feminism & Prevention   Battle Planners: Pick yours up today! Order Ryan's new book, The Masculinity Manifesto. For more information on the Iron Council brotherhood. Want maximum health, wealth, relationships, and abundance in your life? Sign up for our free course, 30 Days to Battle Ready  

The Skin Real
Is Your Skincare Budget Sabotaging Your Financial Goals?

The Skin Real

Play Episode Listen Later Jun 2, 2025 35:23


Get Dr. Mina's Ultimate (Affordable) Skincare Guide here. In this episode, Dr. Mina talks with Dr. Bonnie Koo, a physician-turned-financial coach, about what it really means to take control of your finances—and why it matters, especially for women. They explore how money, identity, aging, and beauty intersect, and why financial literacy is a powerful tool for self-care and empowerment. Dr. Bonnie shares her own journey of leaving medicine to help women build wealth, shift their money mindset, and challenge outdated beliefs about retirement and success. Expect honest reflections, practical tips for financial growth, and a refreshing take on what it means to feel confident—in your finances and yourself!   Key Takeaways: - Shared experiences among women create a comfortable space for discussing money. - Women often feel pressured by societal beauty standards, impacting financial choices. - Financial wellness is a crucial aspect of self-care. - Many women prioritize others over themselves, affecting their financial health. - The traditional retirement model is outdated and needs reevaluation. - Financial freedom is achieved through asset accumulation, not just debt repayment. - Work-life balance should be redefined as work-life integration. - Understanding personal values and goals is essential for financial planning. - Conversations about financial goals should be ongoing in relationships. You can create value and income in various ways. - Courage is essential for making financial changes. - Mindset plays a crucial role in financial growth. - Spending habits reflect personal values and priorities. - Investing in personal development is key to success. - Understanding money management is a learnable skill. - High income does not guarantee financial security. - Diversifying income streams is important for stability. - Women should feel empowered to want more money. - Financial education is crucial for long-term success.   Bonnie Koo, MD is master certified life coach, physician and founder of Wealthy Mom MD. She is the money coach for women physicians. She is a proud graduate of Barnard College and Columbia University's College of Physicians & Surgeons. She is the host of the Wealthy Mom MD Podcast and author of Defining Wealth for Women: (n.) Peace, Purpose, and Plenty of Cash!  She currently resides in Tampa, Florida.   Follow Dr. Bonnie Koo here: wealthymommd.com  https://www.instagram.com/wealthymommd/?hl=en https://podcasts.apple.com/in/podcast/wealthy-mom-md-podcast/id1507420814 Follow Dr. Mina here:-  https://instagram.com/drminaskin https://www.facebook.com/drminaskin https://www.youtube.com/@drminaskin https://www.linkedin.com/in/drminaskin/ For more great skin care tips, subscribe to The Skin Real Podcast or visit www.theskinreal.com Baucom & Mina Derm Surgery, LLC Website- https://www.atlantadermsurgery.com/ Email - scheduling@atlantadermsurgery.com Contact - (404) 844-0496 Instagram - https://www.instagram.com/baucomminamd/ Thanks for listening! The content of this podcast is for entertainment, educational, and informational purposes and does not constitute formal medical advice.

SeedTime Living
This Study of $25M+ Families Will Make You Rethink Your Financial Goals with Dr. Shane Enete

SeedTime Living

Play Episode Listen Later May 31, 2025 32:35


I sat down with Dr. Shane Enete—professor at Biola University, PhD in personal financial planning, total Jesus-loving money nerd, and author of Whole Heart Finances: A Jesus Centered Guide to Managing Money with Joy.  We dug into a fascinating study of ultra-wealthy families (yes, $25M+ net worth) and uncovered a surprising truth.  We talk about hedonic adaptation, generosity as a spiritual thermostat, and what your savings account might be saying about your heart.    In this episode, you'll learn: The biological and spiritual reasons why wealth never satisfies How to spot when your heart is starting to trust money more than God Why generosity is the fastest way back to peace What $25M families regret (hint: it's not about the stock market) A brilliant money framework: acquisition, use, and management—and which one dominates your life Why savings isn't evil, but hoarding might be How to know when you've moved from stewardship into idolatry   Mentioned Resources: Whole Heart Finances by Dr. Shane Enete - http://wholeheartfinances.com 2 Corinthians 9 – Biblical metaphor of seed (consume vs. plant) Dr. Eileen Gallo's Money Dimensions Framework: Acquisition, Use, Management Book: Communicating for a Change by Andy Stanley - http://amzn.to/3JF0L0R   BONUS: Ever dreamt of hanging out with us for 6 weeks in your small group or church? Head to https://seedtime.com/true for details or shoot us a DM on Instagram (http://instagram.com/seedtime).   Watch this episode on our SeedTime Money Podcast YouTube channel (https://youtu.be/_iwhObTFD7I)!   If you haven't checked out our best-selling book Simple Money, Rich Life (https://seedtime.com/smrl/), we think you'll love it. It was named the 2022 Book of the Year by ICFH and has over 900 5-star reviews on Amazon, and is best described as “a money book for people who don't read money books.”  You can take it for a test drive for FREE at https://SeedTime.com/sample where you can download chapter 1 of the audiobook, grab the 1st 2 chapters of the ebook version, and even get the 5-week book study companion guide.

Divorce Master Radio
How to Set New Financial Goals After Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later May 30, 2025 1:57


The Dad Edge Podcast (formerly The Good Dad Project Podcast)
Stop Making These Money Mistakes Your Family Can't Afford ft. Sophia Yudkowsky

The Dad Edge Podcast (formerly The Good Dad Project Podcast)

Play Episode Listen Later May 26, 2025 57:05


Have you ever asked yourself: "Is money a constant source of stress in our family?" "How do we teach our kids financial smarts without being preachy?" "Are we making the right financial moves for our family's future?" If these questions hit home, today's conversation offers practical wisdom for navigating your family's financial journey. Larry Hagner sits down with Sophia Yudkowsky, a seasoned financial planner, who dives into the emotional side of money, the importance of a shared financial vision, and how to create individualized approaches to money management that work for your unique family. Sophia Yudkowsky also shares her personal journey, including her upcoming transition into motherhood and how her late mother, Abby, profoundly influenced her balanced approach to career and family. Become the best husband and leader you can: bit.ly/deamarriageyoutube In this essential episode, we dig into: Navigating Financial Emotions: How to stay steady during market ups and downs by having clear goals and open communication. Tailored Financial Education: Understanding each child's personality to teach them about money in a way that truly resonates. Avoiding Common Pitfalls: Identifying typical mistakes families make during the wealth-building phase and the importance of a solid long-term plan. Social Media's Financial Impact: How online trends can both inform and mislead your financial decisions. Future-Proofing Education: Debating the value of traditional college versus trade schools and how to prepare for future expenses while instilling financial responsibility. Sophia Yudkowsky's insights are crucial for any family looking to build a healthy relationship with money and secure their financial legacy. This episode is packed with practical advice to make informed decisions that align with your family's unique values and goals. www.thedadedge.com/528 www.thedadedge.com/alliance www.mesirow.com/bio/sophia-yudkowsky www.linkedin.com/in/sophia-yudkowsky

ThimbleberryU
What Makes a Financial Plan Work - And What Gets In The Way

ThimbleberryU

Play Episode Listen Later May 26, 2025 18:20


In this episode of ThimbleberryU, we step behind the curtain of financial planning to unpack what makes a financial plan succeed—and just as importantly—what can derail it. We kick things off with a discussion about structure and intentionality. Amy Walls explains how her team at Thimbleberry Financial organizes their schedules to be proactive and client-focused. By setting clear availability and reserving space for strategic planning and internal work, they're able to show up fully prepared for client meetings and respond effectively in between.We then explore how life events, especially the big and unexpected ones, impact planning. Medical diagnoses, large expenses, home changes, or receiving an inheritance—all of these can affect a financial strategy. We emphasize the importance of timely communication: the sooner we know, the better we can adjust the plan. Amy also reminds us that “big” is subjective. Our financial mindset and values shape how we define major changes, and that's part of the data that matters, too.Speaking of data, we clarify that every document request serves a purpose. Whether it's retirement summaries or tax returns, we ask only for what might improve the accuracy and depth of our advice. Sometimes, those pieces of information reveal benefits or pitfalls that clients weren't even aware of, significantly shifting their trajectory. Taxes, in particular, often catch people off guard, and without returns in hand, it's tough to diagnose the real issue.As we dig deeper, we confront ambition versus reality. When clients want to retire early but aren't on track for a more standard goal, we stress the importance of honest evaluation. If you're not ready to make the changes needed to hit the baseline, it's not useful to explore stretch goals. It's not about being harsh—it's about using everyone's time wisely and avoiding decision fatigue.We close by highlighting what a successful client-advisor relationship looks like. Clear communication, timely data, and realism about trade-offs are essential. When clients are engaged, responsive, and honest about what's possible, we can offer not just sound advice, but advice that truly improves lives. Financial planning works best when both advisor and client show up ready to collaborate with transparency and intention. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

Women Talk Money
EP 072 How to Balance Multiple Financial Goals Without Losing Momentum

Women Talk Money

Play Episode Listen Later May 15, 2025 29:30


In this episode, Aqura gives 5 tips on how to balance multiple financial goals without losing momentum. If you're someone who wants to pay off debt, and build an emergency fund, and buy a home, all in the same timeframe this episode is for you. You will learn the most important thing you can when it comes to achieving any financial goal and what to do when you're limited in terms of money and time. To learn more about 1:1 money coaching with Aqura ⁠⁠⁠⁠click ⁠here⁠⁠⁠⁠⁠. You will find all the details about money coaching, who it's for, what you will achieve and how to book a sales call to start working together.Subscribe to Surplus Living to have financial peace that outlasts payday. Make surplus living your new normal, so you can have up to $5,000 left over every month and keep it long after payday.Follow Aqura on Instagram ⁠⁠⁠⁠⁠@aquranicholson⁠⁠⁠⁠⁠. 

Divorce Master Radio
How to Plan for Future Financial Goals After Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later May 14, 2025 1:58


Millennial Money
Breaking Free from Golden Handcuffs: How to Align Your Career with Your Values and Financial Goals with Eliana Goldstein

Millennial Money

Play Episode Listen Later May 13, 2025 44:26


Are you trapped in a career that pays well but leaves you feeling unfulfilled? In this episode, career coach Eliana Goldstein reveals why so many ambitious professionals find themselves in the 'golden handcuffs'—high-paying jobs that don't align with their values—and how to break free without sacrificing financial security. You'll hear: Why the 'golden handcuffs' trap so many high achievers The common financial and emotional patterns Eliana sees in her clients How to identify your career values and align them with your financial goals The importance of strategic career pivots and side hustles How to quantify your 'enough' number and avoid the endless money chase You'll Walk Away Learning:  Many high achievers feel trapped in unfulfilling careers. The 'golden handcuffs' create financial and emotional conflict. Societal expectations can lead to career dissatisfaction. Mindset shifts are crucial for career fulfillment. The Career Upgrade Framework helps align values with career choices. Financial stress often impacts career decisions. People often assume they must take a pay cut for fulfillment. Comparison with peers can lead to dissatisfaction. Side hustles can provide purpose and confidence. Self-auditing is essential for understanding career engagement. Follow Eliana on Instagram for daily career tips, and check out her Career Upgrade Framework at ElianaGoldsteinCoaching.com and use the code TALKIN on the checkout page to get $150 off! Here is the link to the course. And don't forget to follow us @everyonestalkinmoney for more money mindset insights and behind-the-scenes content. Learn more about your ad choices. Visit megaphone.fm/adchoices

Your Investment Partners With Paul & Garrett
EP.56 - When Should You Change Your Financial Goals?


Your Investment Partners With Paul & Garrett

Play Episode Listen Later May 13, 2025 18:33


In this episode of Your Investment Partners, hosts Paul and Garrett explore when and why it might be time to revise your financial goals. They discuss the importance of flexibility in financial planning and identify key moments that could prompt change—such as life transitions, shifting values, or changes in market conditions. They also stress the importance of avoiding knee-jerk reactions, regularly reassessing your goals, and focusing on one priority at a time. Whether you're ahead of schedule or facing unexpected obstacles, Paul and Garrett provide guidance on how to thoughtfully adapt your financial plan.Key Points From This Episode ● Recognizing life events that may trigger financial goal adjustments.● The importance of setting flexible goals from the outset.● Real-world examples of goals evolving with career and family changes.● How shifting values can impact long-term financial planning.● The role of external factors like job loss, tax policy, and market changes.● Avoiding overreactions to short-term events or “false alarms.”● Regularly revisiting goals to assess progress and course-correct.● Differentiating between short-, medium-, and long-term goals.● Looking backward to refine future goal-setting.● Focusing on one priority at a time to reduce overwhelm.Want to learn more? Contact us hereUseful Links Garrett on LinkedInPaul on LinkedInAscend Investment Partners

Divorce Master Radio
How to Plan for Future Financial Goals After Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later May 11, 2025 1:12


The Comic Book Kaiju
Thunderbolts* (New Avengers) Review

The Comic Book Kaiju

Play Episode Listen Later May 8, 2025 46:53


In this episode, Vactor and SuperTim dive deep into Marvel's Thunderbolts, discussing their initial thoughts on the film, character introductions, and how it compares to other Marvel movies. They explore themes of misfits and team dynamics, the future of the MCU, and the marketing strategies that may have influenced audience expectations. The conversation also touches on the director's vision and execution, as well as the significance of post-credit scenes in setting up future storylines. Ultimately, they share their final thoughts on the film and its place within the Marvel Cinematic Universe.What did you think of the Thunderbolts team? Chapters:00:00 Introduction to Thunderbolts03:00 Character Dynamics and Team Composition06:01 Themes of Misfits and Teamwork09:01 Narrative Structure and Pacing11:50 Comparisons to Other Teams15:01 Character Development and Arcs18:00 Future of the MCU and Building Blocks21:00 Post-Credits and Russo Brothers Influence26:23 The Shift from Communism to Capitalism in Characters28:02 Setting Up the New Avengers29:33 The Dynamics of Avengers vs. Doom30:54 The Role of Black Panther and Fantastic Four32:21 Theories on Dr. Doom's Introduction34:21 The Future of the Avengers and Team Dynamics36:39 Excitement for the MCU's Direction38:24 Reflections on Recent MCU Films40:53 The Importance of Established Franchises42:19 Marvel's Strategy and Audience Manipulation49:20 The Confusion of Movie Titles51:38 Balancing Audience Expectations and Financial Goals

The NewRetirement Podcast
Millionaire Milestones: Building Wealth on Your Terms with Sam Dogen

The NewRetirement Podcast

Play Episode Listen Later May 8, 2025 52:39


In this episode of Boldin Your Money, host Steve Chen welcomes back Sam Dogen, the Financial Samurai, to discuss his journey from Wall Street to financial independence, and his latest book, Millionaire Milestones. Sam shares hard-earned insights from his early career in finance, the emotional and financial toll of market downturns, and how he transformed a cathartic blog into a thriving income source and community. The conversation explores the power of compounding, the value of real estate in wealth-building, risk tolerance, money mindset, and why aligning financial goals with personal values is crucial. Sam also dives into how AI is shaping the future of content creation and wealth strategy, both as a tool and a hedge. Whether you're starting your financial journey or refining your path to early retirement, this episode offers rich takeaways on how to invest with intention, build passive income, and live a life of purpose and autonomy.

WealthTalk
Unlocking Exclusive Deals for Landlords: Anthony Bailey-Grice on LNPG's Secret to Saving Thousands

WealthTalk

Play Episode Listen Later May 7, 2025 38:50


In this episode of WealthTalk, Christian Rodwell is joined by Anthony Bailey-Grice, Managing Director of LNPG, the UK's largest buying group exclusively for private landlords. Anthony shares the origin story of LNPG, born from the challenges private landlords face when trying to secure fair pricing and high-quality products, and how the company has grown into a powerful resource for landlords seeking better margins and stronger supplier relationships.Anthony explains how LNPG leverages contract pricing to unlock exclusive savings, why a tiered membership model supports landlords at every stage, and the importance of recurring income in building a sustainable business. He also highlights how onboarding and education—through monthly webinars and a thriving Facebook community—play a crucial role in helping members maximise the value of their membership.Whether you're a seasoned landlord or just starting out, this episode offers a behind-the-scenes look at how LNPG empowers its members with access, knowledge, and a supportive community—ultimately helping landlords save money, improve their properties, and grow their portfolios with confidence.Tune in to discover how LNPG is reshaping the landlord experience through collaboration, quality, and smarter buying power.Resources Mentioned In This Episode: >> LNPG [WEBSITE]>> LNPG [FACEBOOK GROUP]>> LNPG's monthly Non-Members Webinar>> Recommended PaintNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

Financial Pathway
176. How to Create Financial Goals That Actually Work

Financial Pathway

Play Episode Listen Later May 6, 2025 7:18


Tired of setting financial goals that fizzle out? Learn how to use the SMART framework to turn your aspirations into clear, achievable goals that actually move you forward.

THE IDEAL BALANCE SHOW: Real talk, tips & coaching on everything fitness, family & finance.
403 | Bank Features That Make Budgeting Easier — and How to Choose the Best Bank or Credit Union for Your Financial Goals

THE IDEAL BALANCE SHOW: Real talk, tips & coaching on everything fitness, family & finance.

Play Episode Listen Later May 5, 2025 13:02


Snag Our Simplified Budget System!Hey there, budget besties!

Money Rehab with Nicole Lapin
How to Use Your Budget Now to Meet Your Future Financial Goals

Money Rehab with Nicole Lapin

Play Episode Listen Later Apr 29, 2025 37:39


How do you work towards multiple financial goals at once? The answer isn't some money move that your future self will need to make… the answer lies within the money moves you are making now. Right now. And we'll show you how to make those money moves, with help from Bank of America, who Nicole partnered with for this episode. Whatever goals you're working towards, long-term or short-term, Bank of America Corporation has  tools to help you get there at http://bofa.com/FinancialNextSteps.

Wake Up to Wealth
Wealth Strategies with Mark Evans

Wake Up to Wealth

Play Episode Listen Later Apr 23, 2025 35:45


In episode 37 of Wake Up to Wealth, Brandon Brittingham interviews Mark Evans, a real estate investor and business consultant, as he discusses the importance of relationship capital, the transition from being a boss to a leader, and the critical lessons learned from near bankruptcy. Tune in for insights on wealth-building and the power of community in achieving financial goals.SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Mark EvansInstagram: https://www.instagram.com/markevansdmFacebook: https://www.facebook.com/markevansdmWEBSITESBrandon Brittingham: https://www.brandonsbrain.org/homeMark Evans: https://www.markevansdm.com/ 

ChooseFI
Breaking the Mold: How Lexi Redefined Her Financial Goals with ChooseFI | Episode 540

ChooseFI

Play Episode Listen Later Mar 31, 2025 43:33


Episode 13: Episode 279: Episode Summary: Lexi, a first-grade teacher from Las Vegas, shares her journey into personal finance, revealing how finding ChooseFI empowered her financial goals. Initially focused on homeownership, her perspective shifted during the COVID housing market boom, leading her to invest in her skills and explore high-yield savings accounts. The support of the local ChooseFI community helped optimize her retirement accounts and reshape her views on wealth and financial independence. Timestamps: 00:02:01 - Lexi's beginnings in personal finance and saving 00:04:51 - Discovering high-yield savings accounts 00:10:50 - The value of community support through ChooseFI 00:11:53 - Discussion on investing in retirement accounts 00:30:50 - The transformation in Lexi's approach to saving 00:35:07 - Lexi's reflections on passion for teaching and financial freedom 00:42:48 - Conclusion and call to action for joining local groups Key Takeaways: Homeownership Pressure: Lexi reveals how society's pressure on homeownership impacted her financial journey and how she reevaluated her goals. (00:02:45) High-Yield Savings Accounts: Discovering these accounts changed Lexi's savings approach, showcasing how money can work for her instead of just sitting idle. (00:04:51) Community Impact: Engagement with the ChooseFI local community provided valuable insights for optimizing retirement accounts and support from like-minded individuals. (00:10:50) Investment Strategies: Lexi shares her investment strategies including discussing Roth IRAs, 403(b)s, and 457 plans, stressing the importance of tax advantages. (00:11:53) Financial Awareness: Lexi emphasizes the importance of understanding fees in retirement accounts and the potential savings strategies available. (00:14:21) Pursuing Passion: Through smart financial planning, Lexi expresses her desire to remain a passionate teacher, without the burden of financial constraint. (00:35:07) Actionable Takeaways: Explore high-yield savings as a strategy to grow your savings more effectively. (00:04:51) Engage with local community resources to access valuable financial education and support. (00:10:50) Broaden financial goals beyond homeownership to include savings and investment strategies. (00:02:45) Key Quotes: “Rethinking my single aim of homeownership shifted my perspective on financial success.” (00:06:40) “My money is now working harder than I ever imagined!” (00:06:40) “If you are in public service sector, do some research; many might hold undiscovered advantages.” (00:14:21) Featured Resources: Books Discussed:  Quit Like a Millionaire book: (00:19:17) Just Keep Buying by Nick Maggiulli (00:19:39) Discussion Questions: How can community support enhance individual financial journeys? (00:10:50) What are the downsides of homeownership versus renting? (00:39:05) What alternative financial goals could one consider instead of simply owning a home? (00:02:45) Join the Community: If you haven't yet, join a local ChooseFI group to expand your financial education and network with others on similar paths. Visit ChooseFI.com/local for more information.