Podcasts about financial goals

In this episode of the Get Strong podcast, Jessie Mershon discusses the importance of setting intentions and creating a vision for the upcoming year, 2026. She emphasizes that simply making New Year's resolutions is not enough; one must understand the 'why' behind their goals and develop a clear action plan. Jessie shares insights on personal growth, strengthening relationships, financial planning, and overcoming self-doubt. She encourages listeners to be intentional about their actions and to focus on becoming their strongest selves, both physically and mentally, in the new year. takeaways 92% of Americans do not see their New Year's resolutions happen. You can't make your dreams happen if you don't even know what they are. You can make big changes in 2026 to really feel alive. What does it mean to have a better marriage? We only get to raise our kids once. You have to be on the same page with your spouse. No dream or goal is too big. You never reach an ending point with your health and fitness. Without a vision, you stop showing up for your life. We are here to get stronger together. 00:00 Setting Intentions for 2026 04:58 Creating a Vision for Personal Growth 09:44 Strengthening Relationships and Family Dynamics 14:45 Financial Goals and Intentional Living 19:31 Overcoming Self-Doubt and Building Confidence  

A new year is a natural reset button and a perfect time to get intentional about money. On this episode of the A Wiser Retirement® Podcast, we share how most Americans enter the year with at least one financial priority. The biggest themes are consistent: reducing debt, saving for major purchases, and planning for retirement. But turning those priorities into real progress takes more than vague resolutions. It takes clarity, structure, and a plan you can actually stick with.Related Podcast Episodes: Ep 238: Is Instant Gratification Ruining Your Financial Goals?Ep 200: Setting and Achieving Financial Goals in the New YearRelated Financial Education Video:How do I prioritize my financial goals?Learn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

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What should a great financial planning experience actually look like? For many investors, “financial planning” is reduced to product selection, performance chasing, or a one-time retirement projection that never gets revisited. In reality, a high-quality financial planning experience is far more comprehensive — and far more valuable. Richard Rosso breaks down the essential elements of effective financial planning. True financial planning is not about predicting markets or selling products. It is about building a durable framework that helps investors make better decisions through market cycles, life changes, and economic uncertainty. Whether you are working with an advisor or managing your finances independently, understanding what a great planning experience looks like can help you avoid costly mistakes and set more realistic expectations for long-term success. 0:00 - INTRO 0:20 - Financial Planning, PBS, & Benny Hill 4:08 - Comparisons of Big Box Brokerages' Financial Plans 7:52 - Financial Goals are Being Re-shuffled 12:54 - Financial Planners' Meaningless Titles 15:32 - Financial Advisors as Holistic Partners 23:00 - Maintaining Behavioral Balance 27:32 - Bad Gift-giving & Financial Swiffers 32:50 - Accumulation & De-cumulation Expertise Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=IhVoQc7adgU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Markets Oversold After Key Support Break," is here: https://www.youtube.com/watch?v=_ITeHTYtt1Q&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Is the 60/40 Portfolio Dead? Global Risks & Opportunities ," here: https://www.youtube.com/watch?v=5XBlkxO7lfI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialPlanning #WealthManagement #InvestorEducation #RetirementPlanning #PersonalFinance

What should a great financial planning experience actually look like? For many investors, "financial planning" is reduced to product selection, performance chasing, or a one-time retirement projection that never gets revisited. In reality, a high-quality financial planning experience is far more comprehensive — and far more valuable. Richard Rosso breaks down the essential elements of effective financial planning. True financial planning is not about predicting markets or selling products. It is about building a durable framework that helps investors make better decisions through market cycles, life changes, and economic uncertainty. Whether you are working with an advisor or managing your finances independently, understanding what a great planning experience looks like can help you avoid costly mistakes and set more realistic expectations for long-term success. 0:00 - INTRO 0:20 - Financial Planning, PBS, & Benny Hill 4:08 - Comparisons of Big Box Brokerages' Financial Plans 7:52 - Financial Goals are Being Re-shuffled 12:54 - Financial Planners' Meaningless Titles 15:32 - Financial Advisors as Holistic Partners 23:00 - Maintaining Behavioral Balance 27:32 - Bad Gift-giving & Financial Swiffers 32:50 - Accumulation & De-cumulation Expertise Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=IhVoQc7adgU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Markets Oversold After Key Support Break," is here: https://www.youtube.com/watch?v=_ITeHTYtt1Q&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Is the 60/40 Portfolio Dead? Global Risks & Opportunities ," here: https://www.youtube.com/watch?v=5XBlkxO7lfI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialPlanning #WealthManagement #InvestorEducation #RetirementPlanning #PersonalFinance

What if the biggest threats to your financial future are the ones you can’t see? In this episode, Christian McPherson unpacks the unseen risks lurking in retirement planning—from sequence‑of‑returns danger to hidden fees, tax traps, and Social Security uncertainty. Christian explains how mindset shifts, realistic goal‑setting, and smart income strategies can help retirees stay grounded as they move from saving to spending. With relatable stories and clear explanations, this conversation highlights why every financial plan needs flexibility, awareness, and annual check‑ups to stay on track. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the complexities of financial planning, emphasizing the importance of organization, prioritization, and clarity in achieving financial goals. They explore common misconceptions clients have about their financial situations and provide a structured framework for effective financial planning. The conversation highlights the need for income protection, cash flow organization, and the automation of financial decisions to ensure a smooth planning process. Additionally, they address common mistakes made in financial planning and the significance of reviewing and adjusting plans regularly. Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo   #financialplanning #incomeprotection #cashfloworganization #retirementplanning #financialgoals #clientmisconceptions #financialframework #automationinfinance #commonmistakesinfinance #clarityinfinancialplanning   Takeaways Clients often feel overwhelmed by their financial situation. Fear of not being on track can prevent clients from seeking help. The financial industry tends to complicate simple concepts. Income protection is the first priority in financial planning. Organizing cash flow is essential for effective planning. Not all clients have the same financial goals or timelines. Automating financial decisions can reduce stress and improve consistency. Regular reviews of financial plans are necessary due to life changes. Clarity in financial goals leads to better decision-making. Avoiding common mistakes can significantly improve financial outcomes. Chapters 00:00 Introduction to Financial Planning Challenges 02:57 Understanding Client Fears and Misconceptions 05:54 The Framework for Financial Prioritization 08:48 Clarifying Goals and Automating Decisions 12:02 Common Mistakes in Financial Planning 14:56 The Importance of Clarity in Financial Goals 18:00 Conclusion and Resources for Financial Planning    

Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In today's episode, we're talking about how to buy the perfect small business that sets you on the path to long-term financial success.Tim Delaney is an entrepreneur who believes everyone should explore the opportunities that business and real estate can provide on the path to financial freedom. He owns and operates a wine & liquor store, a software startup, a consulting company, and a growing portfolio of commercial and residential real estate.Tim's passion for independent business has led him to support dozens of other business owners. For over a decade, he has worked with businesses on strategy, processes, finances, and marketing. These experiences, along with analyzing dozens of other businesses for potential acquisition, have provided Tim with an immense knowledge base to pull from. He is now using that knowledge to help other aspiring entrepreneurs buy their own business.Connect with Tim Here: https://www.youtube.com/@powerofbizhttps://www.threads.com/@timtdelaneyhttps://www.instagram.com/timtdelaney/https://www.linkedin.com/in/timothytdelaney/https://www.facebook.com/timothytdelaneyhttps://podcasts.apple.com/us/podcast/business-buying-for-financial-independence/id1823816760https://www.powerofbiz.comGrab the freebie here: https://powerofbiz.com/digitaltrailblazer===================================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/

What if the way you're asking clients about their goals is actually making it harder for them to follow through?Most coaches ask what their client wants to accomplish, get an answer like "I want to get out of debt" or "I want to save more," and then move straight into strategy. Goal identified, check. Time to build the plan.But here's what's missing: connection. Not your connection to their goal, THEIR connection to it.People don't take action because they have a goal. They take action when that goal feels meaningful. When they can picture what shifts on the other side of it. When they understand why it matters right now, in this season of their life.In this episode, I'm walking you through the MeaningFirst Method™, a conversation framework that helps clients move from pressure-driven goals to goals rooted in personal truth and desire. This is the foundation that makes everything else easier: the follow-through, the consistency, the willingness to come back after a setback, the sense of ownership.You'll hear exactly how to guide this conversation, what questions to ask, when to pause and let silence do the work, and how to help clients uncover what they actually care about, not just what they think they should want.This isn't about adding more to your session checklist. It's about creating the clarity that makes every other conversation more effective. Because when meaning comes first, strategy has something real to build on.Links & Resources:Ultimate Growth GuideJoin the Facebook groupMeaning First Method Conversation Guide (one-page downloadable)Client Creator Challenge (90-day program starting January 8th)Key Takeaways:Your job isn't just to ask about goals; it's to help clients connect to them. People follow through when goals feel meaningful, not simply when they've been stated out loud.Sometimes the stated goal isn't the real thing that matters. It's the doorway to what actually drives them: more freedom, calm, choice, breathing room.The client's goal is both the North Star and the map. It shows you where you're going and informs every choice you recommend along the way.MeaningFirst helps clients shift from "I should fix this" to "I want to build a life that feels aligned." That's a fundamentally different, and far more sustainable, experience.Let silence work for you. After asking what makes a goal important right now, pause. Give them space to think and feel their way to the real answer.Connection comes before strategy, always. Only after meaning is clear do we start planning timelines, pacing, and tactics.This framework sustains motivation when things get hard. When clients understand what they actually care about, they can reconnect to that meaning every time they want to quit.

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You’re trying to save, plan, be responsible, do the grown-up things, but underneath it you’re tired in a way that a weekend off doesn’t quite fix. If that’s you, this week we’re talking about the moments where your financial goals start clashing with your wellbeing, and how to tell when you’re pushing yourself for a dream versus pushing yourself past your limits. Plus, what does progress look like when you’re burnt out, and how do you protect the version of you you’re building all this for? Then we're diving into leaving a job without burnining bridges... and still getting a good reference. Whether things are a bit tense or fully toxic, navigating an exit in a small industry is tricky at best. So we explore the smarter ways to manage references, timing, expectations, and how to leave a workplace with your dignity and your options intact.Need the team’s take on your money dilemma? Send us a voicemail here.Or if it's more of a spicy money drama and you want the communities verdict? Slide into our DMs here. Ready for more laughs, lessons, and unhinged money chats? Check out our oh-so-bingeable Friday Drinks playlist. Listen here. Join our 400K+ She's on the Money community in our Facebook Group and on Instagram. Acknowledgement of Country By Nartarsha Bamblett aka Queen Acknowledgements. The advice shared on She's On The Money is general in nature and does not consider your individual circumstances. She's On The Money exists purely for educational purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Victoria Devine and She's On The Money are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289.See omnystudio.com/listener for privacy information.

As we approach the end of the year, it's time to get honest about our money. In this episode, we sit down together to unpack what it really means to reflect on our finances, understand our numbers, and set intentional goals for 2026.Daniel, Bo, and Julia break down why most agents live closing to closing, how commingling business and personal funds keeps us blind to the truth, and why running a P&L on both sides of our financial lives matters. We explore the Profit First method, the power of setting up multiple buckets, and how to build discipline through structure—not willpower.We also talk tax strategy: year-end deductions, depreciation, charitable giving, and why your CPA's job (reducing taxable income) might conflict with your lender's job (qualifying you for a loan). And we dive into the hierarchy of goals—I Promise, I Know, I Think, I Hope, I Pray—and how tying emotion to your goals creates real momentum.Whether you're preparing for taxes, planning for growth, or simply trying to stop “living on swipe,” this conversation gives you the clarity, tools, and practical steps to make 2026 your strongest financial year yet.Resources:Learn more at The Color of MoneyRead Profit First by Mike MichalowiczBecome a real estate agent HEREConnect with Our HostsEmerick Peace:Instagram: @theemerickpeaceFacebook: facebook.com/emerickpeaceDaniel Dixon:Instagram: @dixonsolditFacebook: facebook.com/realdanieldixonLinkedIn: linkedin.com/in/dixonsolditYouTube: @dixongroupcompaniesJulia Lashay:Instagram: @iamjulialashayFacebook: facebook.com/growwithjuliaLinkedIn: linkedin.com/in/julialashay/YouTube: @JuliaLashayBo MenkitiInstagram: @bomenkitiFacebook: facebook.com/obiora.menkitiLinkedIn: linkedin.com/in/bomenkiti/Produced by NOVAThis podcast is for general informational purposes only. The views, thoughts, and opinions of the guest represent those of the guest and not  Keller Williams Realty, LLC and its affiliates, and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.

Happy Thanksgiving! In the spirit of the season, Art shares seven ways an attitude of gratitude can help you reach your next Money Milestone even faster. Plus, he answers three questions from the More Than Money family, including, “Should I stop my retirement contributions while rebuilding my emergency fund?”Resources:8 Money MilestonesChristian Money HelpAsk a Money Question!

In this episode of 'For the 23%', host Dielle engages in a deep conversation with Eduek Brooks about the experiences of women of color in entrepreneurship. The discussion covers personal debt stories, the importance of mindfulness in spending, the concept of lifestyle creep, and the necessity of having a financial surplus. The speakers emphasize the need for intentionality in financial decisions and the mindset shifts required to achieve financial abundance. In this conversation, the speakers discuss the mental barriers that prevent individuals from pursuing their financial goals and the importance of financial awareness. 00:00 — Introduction 02:42 — Debt Stories and Financial Mindfulness 05:55 — Lifestyle Creep and Financial Awareness 09:51 — Intentional Spending and Living Within Means 14:50 — Understanding Surplus and Financial Goals 18:08 — Mindset Shifts for Financial Abundance 21:45 — Overcoming Mental Barriers to Success 23:37 — The Importance of Financial Awareness 27:52 — Investing: A Path to Financial Freedom 35:57 — Transitioning from Employment to Entrepreneurship 39:34 — Empowerment as a Woman of Color Business Owner Connect With: Eduek Brooks Website: twosidesofadime.com Instagram: @twosidesofadime Email: eduek@twosidesofadime.com For the 23% is the women of color business and entrepreneurship podcast hosted by multi-million-dollar entrepreneur Dielle Charon. Each week you'll learn how to grow your sales, money, and freedom so we can increase the 23% of business owners who are women of color. Website: forthe23percent.com Instagram: @forthe23percent Membership: forthe23percent.com/membership

Summary In this conversation, Lisa Conway-Hughes discusses her ambitious vision for growing her company over the next seven years, emphasizing the importance of setting goals that are challenging yet achievable. She reflects on her initial feelings of doubt and how, over time, those goals have started to feel more attainable. Doug adds to the discussion by highlighting the unique perspective on goal achievability. Getting hold of Lisa Conway-Hughes LCH Health Instagram - misslollymoney https://misslolly.com/financial-diagnosis/ Takeaways I wanted to grow this company and work really, really hard. This target can only be a big, hairy, audacious goal. It just felt bonkers actually, what we wanted to do. Two years in, it's actually starting to feel a little bit achievable. I feel I'm getting a bit more comfortable with the uncomfortable. The goal should be only 20 % achievable. Ambitious goals can drive company growth. Setting achievable targets is crucial for motivation. Leadership involves navigating uncomfortable challenges. Reflecting on progress can shift perceptions of achievability. Chapters 00:00 Introduction to Financial Goals and Planning 00:34 The Importance of Meaningful Goals VALUABLE RESOURCES Website: http://dougbennett.co.uk Email: doug@dougbennett.co.uk LinkedIn: https://www.linkedin.com/in/financialdoug Download Your "Ten-Step Guide To Financial Freedom" Here: https://bit.ly/Struggle-Success BOOKS: Goals Do Come True is available to buy on Amazon: https://amzn.to/3phcy6Z Think Simple, Win Big is available to buy on Amazon: https://www.amazon.co.uk/Think-Simple-Win-Big-Business Enjoy, and come back for the latest podcast each Wednesday. Thank you for listening.

In the vast expanse of human understanding, there exists a peculiar phenomenon that has puzzled philosophers and scientists alike for millennia. Picture, if you will, a substrate of reality so fundamental, so pervasive, that it escapes detection precisely because it encompasses all detection itself.  The matrix—though we shall call it by this crude approximation of a name—is not unlike the electromagnetic field that surrounds a charged particle. Just as that field shapes the behavior of other particles in its vicinity, the matrix shapes the very fabric of perception and cognition. It is a self-reinforcing system of information patterns, probability cascades, and feedback loops that creates what we experience as the boundaries of the possible.  Consider the curious case of the laboratory mouse, raised from birth within walls of glass and steel. To this creature, the laboratory represents the totality of existence. The mouse develops elaborate theories about the nature of reality based entirely on the patterns it observes within its enclosure—the regular arrival of food pellets, the cycle of artificial day and night, the maze-like corridors it navigates. Yet beyond those walls lies an entirely different order of existence that the mouse cannot even conceive of, not due to lack of intelligence, but due to the systematic nature of its containment.  The matrix operates on similar principles, but with far greater sophistication. It is not a prison of walls and barriers, but rather a prison of assumptions, neural pathways, linguistic structures, and consensus reality. Each thought we think, each perception we process, each memory we form, operates within its parameters. The matrix is simultaneously the lens through which we see and the very act of seeing itself.  

Welcome to the Money Confidence Podcast with Bre — the space where grounded money strategy meets integrity-led energetics. In today's episode, we're diving into how to reach your financial goals 10x faster by shifting the energy behind the way you show up, spend, save, and move your money. This is not about restriction. This is not about hustling harder. This is about becoming the version of you who accelerates your goals naturally. 00:00 — Welcome to the Money Confidence Podcast 01:02 — Why chasing your goals slows your progress 04:18 — Loving the process vs. waiting for the destination 08:11 — How being present accelerates financial success 12:40 — The energetic cheat code for faster results 16:22 — Real-life example: Navigating $7K in car expenses 20:55 — Emotional regulation + money confidence 25:40 — Why the grind is part of your growth 29:13 — Strategy vs. energy: why you need both 33:50 — The power of community and support 37:45 — Sealing financial leaks & self-sabotage 42:12 — Becoming the woman who holds financial peace 46:03 — Final message & how to work with Bre If you're a woman, mom, or professional craving more confidence, clarity, and peace with money — this episode will activate something powerful in you. ✨ Book a discovery call: https://calendly.com/highvibeteaching/discoverycall Current Ways To Work Together: https://www.highvibeteaching.com/link-in-bio Subscribe for weekly episodes that help you transform your relationship with money from the inside out. #moneyconfidence #financialgoals #financialfreedomforwomen #moneymindsetcoach #energeticfinance #moneystrategy #manifestingmoney #financialpeace #womenandmoney #wealthmindset #abundancemindset #debtfreejourney #moneytips #moneycoachforwomen #integrityandfinance

Welcome to another game-changing episode of the Building Your Money Machine Show! Today, I'm pulling back the curtain on the secret sauce to actually achieving your financial goals — and let me tell you, it's not just about dreaming bigger or scribbling bold predictions into your journal. If you've ever set a money goal that fizzled faster than those New Year's resolutions, you're not alone. I've been there, too.In this episode, I walk you through my three powerful money systems that will take you from overwhelmed and paycheck-dependent to peaceful, confident, and wealthy.You'll hear the personal story that changed everything for me (spoiler: it involves a blue felt-tip pen, a stick figure, and my son Jeremy), and the curveball that forced me to test my financial systems when life threw cancer my way. Whether you're just starting your financial journey or looking to dial things up, I share actionable systems that move you from just hustle to lasting financial security and choice.I dive into the Money Flow System, the Investing System, and the Protection & Legacy System — plus a Financial Freedom Zone Quiz so you know exactly where to start.IN TODAY'S EPISODE, I DISCUSS:Why bold financial goals aren't enough if you don't have systemsThe Money Flow SystemThe Investing SystemThe Protection & Legacy SystemFinancial Freedom Zone Quiz to customize action steps for your journeyReal, relatable stories about the cost of poor systemsSimple, step-by-step actions you can start todayRECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/The ONLY Money Rule ALL Rich People UseIf You Don't Understand Fiat Currency, You Don't Understand Money7 Popular Finance Tips That Are Quietly Keeping You Broke12 Things I Don't Waste Money On (As a 64 Yr Old Millionaire)When You Get RICH, Tell NO ONE (Act Like You're Poor)RECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:The ONLY Money Rule ALL Rich People Use: https://youtu.be/njBdSToP6OYIf You Don't Understand Fiat Currency, You Don't Understand Money: https://youtu.be/d55yWZI6sbQ7 Popular Finance Tips That Are Quietly Keeping You Broke: https://youtu.be/ctwclEvqOyg12 Things I Don't Waste Money On (As a 64 Yr Old Millionaire): https://youtu.be/quh1Hdz7Wb8ORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine—a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com

After going at it hard for quite a while, can we begin to pull back on our retirement savings? Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

It's no secret that it's increasingly difficult to maintain a lifestyle, much less get ahead, and that is particularly true of young people who, despite doing the right things, can't achieve their financial goals. But it's not all bad news. A recent survey shows that financial planning and professional advice can improve confidence and feelings of control. We look at what it takes to achieve a sound financial footing today and more.

After you listen:Read more about the benefits of having a financial plan in the article "5 Ways Financial Planning Can Help."Explore Schwab's education and resources around financial planning.In this episode of Financial Decoder, Mark Riepe is joined by Stephanie Shadel, senior wealth advisor at Schwab, to discuss the essential elements of making a new financial plan, focusing on navigating key financial decisions. They explore the importance of setting personal goals, the barriers that prevent individuals from creating a financial plan, and the necessity of honest assessment of your priorities and present situation. Stephanie shares her experiences with past clients and highlights the emotional aspects of initial choices that start the planning process.Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder. If you enjoy the show, please leave us a rating or review on Apple Podcasts.Reach out to Mark on X @MarkRiepe with your thoughts on the show.Follow Financial Decoder on Spotify to comment on episodes.Important DisclosuresThis material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions.Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal.​Past performance is no guarantee of future results.All names and market data shown are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Schwab Wealth Advisory™ ("SWA") is a non‐discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.1125-7H1W Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ethan and Cody join us today to talking about our financial goals. Even if they seem far away and impossible to achieve, we may be closer than we think.

This week, we, together with Martin Rowan, reveal how private equity investment raises the stakes for companies to improve business performance. Martin explains why many SAP users underutilize their systems and offers practical steps and real case successes to unlock hidden value.

Achieve personal success and financial independence today. Chris Livezey is a living testament to the power of personal transformation. Despite facing significant challenges during his adolescence, Chris defied the odds and emerged as a remarkable success story. His life took a pivotal turn at the age of 16 when his father gifted him the book "See You at the Top" by Zig Ziglar, igniting a fire within him to achieve greatness. Motivated by the belief that he could conquer any challenge and prove his doubters wrong, Chris set ambitious goals for himself. Dedicated to personal development, Chris embarked on a self-education journey, prioritizing his own learning over traditional academia. Venturing into real estate investing, he pursued his entrepreneurial dreams while honing his skills as a public speaker. Now, Chris's highly anticipated book, "The Shortcut to Magnificence," has launched, receiving widespread acclaim for its transformative power. Seamlessly integrating into readers' lives, it weaves together powerful statements, actionable exercises, and captivating stories. The book's relatable style and profound insights leave an indelible mark on readers' perspective, guiding them through their personal transformation. With an impressive journey of overcoming obstacles and a wealth of knowledge, Chris Livezey empowers individuals to unlock their true potential and live magnificent lives. In episode 605 of the Fraternity Foodie Podcast, we find out what Chris learned from Zig Ziglar's book called "See You at the Top", what business lessons from the world of real estate still influences how he approaches personal success and financial independence today, what is one principle of success college students can apply today, how he defines the balance between personal ambition and making an impact on the community, one daily practice that has been a game-changer for him, What does he mean by "The Shortcut" to Magnificence, and what is his lasting legacy. Enjoy!

About Monica KaufmanMonica Kaufman, CFP®— founder of Harmony Wealth Academy.As a financial planner and behavioral strategist with deep roots in both Wall Street and real-world resilience, Monica believes that true wealth is built at the intersection of mindset, meaning, and money.Monica's work is shaped not just by decades in the industry—but by her personal story as a wife, caregiver, and mother navigating the challenges of severe mental illness in her family. She has learned that clarity isn't a luxury—it's a lifeline.Most people weren't taught how to lead financially. They're overwhelmed, ashamed, or stuck in patterns that no longer serve them. That's why Monica created The Aligned Horizon—a framework for helping people rise above fear, reclaim agency, and build a financial life that reflects who they truly are.Whether she's working with high-income professionals and entrepreneurs, purpose-driven parents, or first-generation wealth builders, her message is this:You are not behind.You are not broken.You're just ready for a new horizon.So the real question is:Are you ready to rise?SummaryIn this engaging conversation, Monica Kaufman, a certified financial planner, shares her journey into financial planning and the importance of understanding money scripts. She emphasizes the need for a mindset shift around money, the creation of systems for financial success, and the role of relationships in managing finances. Monica also discusses overcoming the fear of financial numbers, the importance of intentionality in financial giving, and the taboo surrounding discussions about money. Ultimately, she empowers individuals to take control of their financial futures and encourages them to be optimistic about their financial journeys.TakeawaysMonica's journey into financial planning began with a desire to help people solve their financial problems.Understanding money scripts is crucial for changing one's relationship with money.Mindset shifts are necessary for overcoming financial fears and achieving success.Creating systems is more effective than relying on willpower alone.Relationships play a significant role in financial management and communication.It's important to have open discussions about money within families to break the taboo.Intentionality in financial giving can create a positive impact on one's financial mindset.Financial organization is key to managing money effectively and avoiding chaos.Setting realistic financial goals requires understanding one's financial situation and capabilities.Empowering individuals to take control of their finances is essential for long-term success.Chapters00:00 Introduction to Financial Planning Journey03:18 Understanding Money Scripts and Their Impact06:08 Shifting Mindsets Around Money09:21 Practical Steps to Overcome Financial Fear12:25 Building Systems for Financial Success15:10 Navigating Couples' Finances18:22 Creating Trust in Financial Relationships20:59 Building Trust and Financial Goals in Relationships22:32 The Importance of Financial Organization24:31 Intentionality in Financial Giving25:57 Understanding Financial Health and Performance28:51 Setting Realistic Financial Goals31:38 Overcoming the Taboo of Money Conversations37:17 Empowerment Through Financial EducationPlease take a moment to subscribe to the podcast and to leave me a review! It's how you can invest in the show.Connecting with Monica:https://harmonywealthacademy.com/www.icandopodcast.com

Have a list of financial goals? Jill Schlesinger says it starts with choosing one and getting it done.

Episode #177: Join me, Kimberly Lovi, on an insightful journey as we explore the path to financial empowerment and personal growth in this episode of "In Studio." We'll begin by discussing the critical steps needed to expand your business and income. You'll discover the power of setting clear, specific financial goals rather than settling for vague desires. Together, we'll work backwards to assess where you currently stand and map out the steps needed to reach your desired financial future. By breaking down expenses and creating a concrete plan, we'll guide you towards achieving financial security. Next, we'll tackle the transformative shift from a scarcity mindset to one of abundance. It's essential to recognize money as a form of energy that fuels your ambitions and impacts the world around you. We'll talk about the importance of investing in your business and involving others in your vision to drive success. Letting go of limiting beliefs about money is key, and you'll learn how collaboration and financial investment in capable hands can elevate your endeavors. Finally, we'll highlight the significance of investing in personal growth and development. Drawing from my experiences with courses like Amy Porterfield's Digital Course Academy and a Harvard course on data science principles, I'll share how acquiring new skills can propel both your business and personal goals. We'll also emphasize the importance of setting ambitious goals, surrounding yourself with proactive individuals, and avoiding negativity. Plus, for those struggling with mindset barriers, I'll introduce my mindset course to help you gain clarity and overcome obstacles. As we wrap up, we'll reflect on the importance of accountability and invite you to connect and share your progress. Thank you for joining us, and we hope you leave inspired to take action toward your success. Chapters:  (00:00) Empowerment Through Action (09:48) Overcoming Scarcity Mindset for Success" (24:46) Investing in Personal Growth and Development (35:41) Taking Action for Success Follow Kimberly on Instagram and TikTok @kimberlylovi or @iconicnationmedia  WATCH us on YouTube and view our brand new studio! 

This episode originally aired in January 2025.Many of us view January as a time to make a fresh start, and as a time to bid farewell to bad habits. In thinking about your New Year's resolutions, have you considered whether you're making financially healthy decisions?On this episode, we sit down with Gerri Walsh, President of the FINRA Investor Education Foundation and Senior Vice President of Investor Education, to uncover the trends and tips investors need to get their finances in order for 2025. Resources mentioned in this episode:BrokerCheckMarket Data CenterFund AnalyzerFixed Income DataFINRA Investor Education FoundationProtecting Consumers from Fraud Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

What does financial freedom mean to you and how are you achieving it? This week's episode is all about breaking down how to set financial goals that align with your real desires for financial freedom.We share the personal moments that shifted our relationship with money and provide a concrete framework for working toward multiple financial goals at the same time.We challenge the stereotype that financial freedom means lounging on beaches forever. Instead, we explore what it can actually provide:the ability to walk away from jobs you hatepeace of mind during emergenciestime freedom for travel or familythe option to choose fulfilling work over high-stress, high-pay positions.This Episode is Perfect For:Anyone overwhelmed by competing financial prioritiesPeople who want financial freedom but aren't sure what that actually meansThose ready to move from financial stress to strategic financial planningAnyone looking for concrete examples of how to balance multiple money goalsPeople who want to save or invest moreIf you enjoyed this episode, please rate and review the podcast. We appreciate your support!

In this episode of the Sunlight Tax Podcast, I sit down with Joe Saul-Sehy, host of the Stacking Benjamins Show, for a deep dive into the world of personal finance and the emotional side of money management. Joe shares insights from his journey writing a personal finance book, and we explore topics like budgeting strategies, creating financial systems that work, and learning from our biggest money mistakes. We also discuss how mindset and emotions affect your money decisions, why community and accountability are essential for building wealth, and practical tips for artists and freelancers managing irregular income. Throughout the conversation, we highlight the importance of defining your financial goals, your core money values, and how having the right support network can help you actually achieve them.   Also mentioned in this episode: 06:23 Tools for Financial Management 07:22 Learning from Financial Mistakes 13:07 Navigating Financial Challenges 24:46 The Power of Timelines in Financial Planning 26:30 Defining 'Best' in Financial Goals 33:46 The Emotional Side of Money 44:41 Creating a Sustainable Income Strategy   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: The Stacking Benjamins Show The Book: Stacked Join my free class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Link to pre-order my workbook, Taxes for Humans: The Workbook Get your free visual guide to tax deductions

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 hereAre you doing “all the right things” financially, yet still wondering if it's enough—or what to do next?That's exactly where Victoria, a 40-year-old dentist, finds herself. She's saving aggressively, investing smartly, and has multiple wealth-building strategies in place—yet she's stuck in the fog of decision-making. Should she buy another property, expand her business, or simply enjoy what she's built? If you've ever felt paralyzed by options, unsure of whether you're on track or what your future should really look like, this conversation will hit home. It digs deep into why financial “optimization” isn't enough unless you first know your true vision for life and retirement.In this episode, you'll discover:Why defining your lifestyle vision is the missing first step in any wealth plan.How to identify your financial “floor” so you can make confident decisions without fear.The hidden risks of analysis paralysis—and how to finally move forward with clarity.Press play now to learn how to align your money moves with the life you truly want.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.Smart financial planning is about more than chasing returns—it's about aligning investment strategies with your life vision. In this case study, we explore how Canadian professionals can use corporate wealth planning, RRSP optimization, and tax-efficient investing to meet long-term financial goals. From real estate investing in Canada to deciding between salary vs dividends, the right mix of financial buckets creates a resilient wealth reservoir that supports both modest lifestyle wealth and ambitious early retirement strategies. With guidance from experienced financial advisors, entrepreneurs can Ready 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.

NBC News Senior Business Correspondent Christine Romans discusses fall financials and how to organize personal finances before the end of the year. Also, the cast of 'Law and Order' celebrates a major milestone in Studio 1A. Plus, Shop TODAY Editorial Director, Adrianna Brach walks through what's inside the 'Beauty New York' curated box. And, Peter Gros stops by to talk about his 3rd season of 'Mutuals of Omaha's Wild Kingdom Protecting the Wild' on NBC. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Beer and Money, Ryan Burklo discusses essential questions to ask when interviewing financial advisors. He emphasizes the importance of understanding personal goals and finding an advisor who aligns with those goals. The conversation covers key topics such as advisor compensation, services offered, and how to measure success in the client-advisor relationship. Ryan provides actionable insights to help listeners make informed decisions when selecting a financial advisor.   #financialadvisor #questionstoask #personalfinance #wealthmanagement #client-advisorrelationship #financialplanning #investmentstrategies #advisorcompensation #successmeasurement #financialgoals   Check out our website:  beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways A financial advisor should understand your personal goals. Ask about the advisor's ideal client and why. Understanding how an advisor is compensated is crucial. Inquire about the services the advisor provides. Clarify how the advisor measures success for clients. Regular meetings and communication are key to a good relationship. Look for an advisor who has experience with your specific needs. Success should be tracked against your personal goals. Transparency in fees and services is essential. These questions can guide you in finding the right advisor. Chapters 00:00 Introduction to Finding a Financial Advisor 00:59 Understanding Personal Goals and Advisor Fit 02:24 Key Questions to Ask Financial Advisors 04:44 Measuring Success with Your Advisor

QFF: Quick Fire Friday – Your 20-Minute Growth Powerhouse! Welcome to Quick Fire Friday, the Grow A Small Business podcast series that is designed to deliver simple, focused and actionable insights and key takeaways in less than 20 minutes a week. Every Friday, we bring you business owners and experts who share their top strategies for growing yourself, your team and your small business. Get ready for a dose of inspiration, one action you can implement and quotable quotes that will stick with you long after the episode ends! In this episode of Quick Fire Friday, host Rob Cameron speaks with Carla Titus, Founder & CEO of Wealth & Worth Within, to explore the power of fractional CFO services for growing businesses. Carla explains how small business owners can access big-company financial strategies without the high cost of a full-time CFO, helping them boost revenue, improve profitability, and manage cash flow more effectively. She shares common challenges entrepreneurs face, such as lack of financial planning, unclear margins, and struggles with scaling, while offering practical solutions to overcome them. Carla also highlights the importance of knowing your numbers, setting financial goals, and aligning operations with finance for sustainable growth. Listeners will learn how fractional CFOs can support funding efforts, clean up financials, and prepare businesses for future exits. This insightful conversation provides actionable advice for business owners ready to strengthen their financial foundation and drive long-term success. Key Takeaways for Small Business Owners: Think Big Without the Big Cost – A fractional CFO gives you Fortune 500-level financial strategy tailored for your small business. Plan or Pay the Price – Without clear goals, budgets, and projections, growth becomes chaos instead of strategy. Cash Flow is King – Revenue doesn't matter if money isn't in the bank; know where your margins leak. Our hero crafts outstanding reviews following the experience of listening to our special guests. Are you the one we've been waiting for? Clean Books = Growth Fuel – Investors and lenders say “yes” to businesses with accurate, transparent financials. Profit Drives Valuation – The more profitable you are, the higher your exit potential and business worth. Pay Yourself First – Don't just build your business; build your personal wealth and secure your financial future. One action small business owners can take: According to Carla Titus, one action small business owners can take is to build a clear 12-month financial forecast – mapping revenue, expenses, and profit goals—to gain clarity, avoid surprises, and make data-driven decisions for growth. Do you have 2 minutes every Friday? Sign up to the Weekly Leadership Email. It's free and we can help you to maximize your time. Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.

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 hereAre you accidentally draining the wealth-building power of your corporation by pulling out too much income?Many incorporated business owners follow the same personal finance rules as employees—maxing RRSPs, overpaying themselves, or rushing to pay down debt—without realizing they're giving away unnecessary dollars to taxes. This episode unpacks the story of a profitable Canadian business owner who thought she was “doing all the right things,” only to discover she was sabotaging her long-term wealth. If you've ever wondered how much to pay yourself, when to use RRSPs or TFSAs, or how to balance mortgage payments with investing, you'll see just how costly common mistakes can be.In this episode, you'll discover:How to use your corporation as a powerful tax-deferral machine to accelerate wealth.The smarter way to balance RRSP and TFSA contributions without triggering unnecessary taxes.How simple adjustments in how much you pull from your corporation can add millions to your net worth over time.Press play now to learn how to stop overpaying the taxman and start building lasting wealth through your corporation.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.For Canadian business owners, corporate wealth management goes far beyond simple tax planning—it's about aligning RRSP optimization, tax-free savings accounts, and smart investment strategies with long-term financial goals. Whether you're weighing salary vs. dividends in Canada, exploring corporate structure optimization, or building passive income through real estate investing Canada, the right wealth building strategies can accelerate your journey to financial freedom Canada and even support an early retirement strategy. By usinReady 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.

Money talk doesn't have to be awkward. In fact, it can change everything. In this episode, we're breaking the taboo around money conversations and sharing how opening up with friends has helped us grow in our careers, businesses, and personal lives.We dive into:✨ Why transparency with friends can close the knowledge gap on salaries, raises, and rates✨ How money chats can inspire confidence, accountability, and bigger financial goals✨ The importance of trusted circles when sharing (and when not to overshare)✨ Real-life stories of wins, lessons, and what we've learned from family, mentors, and each otherIf you've ever wondered how to start money conversations without the cringe (or you just need a reminder that you're not alone in figuring it all out) this one's for you. In between a big decision? Need advice? Drop a voice message and we'll answer it live on the podcast. Or submit a written question here if voice notes aren't your thing. //@inbetween.pod//@astridjohanaphoto//@alexisteichmiller

What you'll learn in this episodeHow to use self-directed IRAs for real estate and private dealsThe difference between recourse and non-recourse loansWhy 30% of Americans own their homes free and clear—and how that unlocks hidden capitalHow HELOCs can be powerful investment toolsWhy millionaires often drive F-150s, not LamborghinisHow to identify hidden wealth in your own network Strategies to create win-win opportunities and grow wealth together  To find out more about Dan Rochon and the CPI Community, you can check these links:Website: No Broke MonthsPodcast: No Broke Months for Salespeople PodcastInstagram: @donrochonxFacebook: Dan RochonLinkedIn: Dan RochonTeach to Sell Preorder: Teach to Sell: Why Top Performers Never Sell – And What They Do Instead

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 hereWhat if you reached retirement age with over $2 million in assets—yet still felt anxious and uncertain about your future?That's the dilemma Jasmine faced. Despite years of saving, investing, and “doing everything right,” she found herself chasing risky trades and second-guessing her decisions after an unexpected layoff just two years before retirement. Her story highlights a common struggle: financial freedom isn't just about the math—it's about clarity, vision, and emotional confidence. Without defining what “enough” really looks like, even wealth can feel shaky.In this episode, you'll discover:How to create personal guardrails that balance security with growth so you can stop second-guessing.Why defining your lifestyle vision matters more than hitting an arbitrary number.Practical ways to separate “need-to-have” assets from “nice-to-have” investments, giving you peace of mind while still leaving room to optimize.Press play now to hear Jasmine's story and learn how to align your money with your vision—not your fears.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.Retirement planning in Canada isn't just about saving—it's about building financial freedom through clarity, strategy, and structure. From managing retirement anxiety with emotional finance insights to applying tax-efficient investing and RRSP optimization, Canadian entrepreneurs and families can create a wealth management system that balances personal vs corporate tax planning, salary vs dividends, and corporate wealth planning. By setting clear financial goals and using retirement planning tools such as financial buckets, wealth reservoirs, and investment bucket strategies, you can align your financial vision with Ready 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.

Money mentor Rose Han went from $100K in debt to self-made millionaire—and today she breaks down the inner and outer shifts that made it possible. We dig into money identity, practical systems (budgets that don't feel punishing), and habits that expand wealth consciousness without burnout. In this episode: Why your money identity quietly dictates your results—and how to rewrite it Rose's “rock bottom to millionaire” turning point (and the shame she had to release) Budgeting that aligns with values (so it actually sticks) Monthly Money Dates: how to track net worth and stay motivated High-yield savings, emergency funds, and paying off high-interest debt Staying calm in volatile markets & making decisions you can live with NLP + belief work to close the gap between where you are and where you're going Featured Guest: Rose Han Website: https://rosehan.com/ Rose's book: Add a Zero Follow on Youtube Follow on Instagram Connect with us

In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa tackle the distraction and anxiety caused by sensational financial headlines. From tariff disputes to market drops, the media thrives on fear and urgency, often prompting investors to make emotional, short-term decisions that can derail long-term success.Paul and Jordan share examples from recent years, highlight the psychology behind headline-driven reactions, and explain why tuning out the noise is essential for protecting your portfolio. They also discuss how having a professional “referee” between you and your investments can help you stay disciplined when markets get volatile.In this episode:●     Headlines are designed to capture attention, not guide your financial plan.●     Media often plays on emotions like fear, greed, and urgency to drive clicks and sales.●     Successful investors focus on discipline and long-term strategy, not daily news cycles.●     Emotional decision-making can be reduced by working with a trusted financial advisor.●     Your financial success is built on sticking to your plan, not reacting to headlines. If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970 Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970 The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.

Ever cornered a financial advisor at a party with your burning money questions? In this episode, Travis Maus and Kerstin Driscoll-Witt unpack the hilariously awkward—and surprisingly insightful—moments when finance meets finger food. From retirement myths to crypto confusion, they tackle the big questions people should be asking (but usually don't). Kerstin shares how she found her way into the retirement planning world and why cookie-cutter advice just doesn't cut it. If you've ever wondered whether your retirement plan is actually a plan—or just a hope and a prayer—this one's for you. Tune in and learn how to stop winging it with your money.

⭐️ Mentioned on the show ⭐️Join My FREE 5 Day audio program: https://www.saveamillioncents.com/freecourseLearn more about my Money Mentorsip Program here: https://www.saveamillioncents.com/money-magicWelcome back to the show! In this episode, I walk you through 3 steps to help you achieve your money goals in a way that is nervous system friendly. We can set audacious money goals all day long, but if your nervous system is not onboard, nothing will be a reality. I hope you enjoy this episode, and don't forget to give me a follow on IG https://www.instagram.com/nadinezumot/⭐️Join my FREE Money Course- 5 Days of Money Magic here: https://www.saveamillioncents.com/freecourse ⭐️Check out my 1:1 Money Magic Mentorship Program here.

Join Nick Lamagna on The A Game Podcast with our guest Damian Tenanbaum, am entrepreneur, professional stuntman, actor, producer, real estate investor, owns multiple businesses and is a Brazilian Jiu Jitsu black belt under Carlson Gracie.  He received his black belt at 50 years old when gettin into BJJ to spend more time with his son.  He is fighting out of Kentucky by way or Maryland and Brooklyn and if that wasn't enough he owns Triple Crown Athletic, combining crossfit, striking and grappling.  He is a renaissance man bobbing and weaving through many verticals in life and business from his past life as a teller at Citibank giving him experience with business, people, systems and processes where he picked up the tricks to improve operations and inefficiency to improve bottom lines.  He was ahead of his time learning how to run a business remotely and he went all in and moved to the Philippines starting a call center from scratch which has left him with business experiences and connections across the world!  He helps small to midsize businesses optimize and improve operations and customer service and is now passionate about Neufit, a new hope regeneration, a direct current, pulsating e-stem device he dug into after having his own stem cell treatments.  Fun and informative episode with a very entertaining and successful guest! Topics for this episode include: ✅ What do you need to increase a value of your business.mp4 ✅ Why it's never too late to try new things in life and business ✅ How staying focused led to massive success in business ✅ A way to make new relationships while traveling ✅  A morning routine that helps you to stay active in life and training + more! Check the show notes to connect with all things Damian!   Connect with Damian: Damian Tanenbaum on Facebook Damian Tanenbaum on Instagram Damian Tanenbaum on Threads Damian Tanenbaum on Twitter Damian Tanenbaum on LinkedIn Damian Tanenbaum on TikTok Damian Tanenbaum on Youtube   Connect with Neufit: Neufit on Facebook Neufit on Instagram Neufit on Youtube Neufit on Twitter Neufit on TikTok  Neufit on LinkedIn   Connect with Triple Crown Athletic: www.triplecrownathletic.com Triple Crown Athletic on Facebook Triple Crown Athletic on Instagram Triple Crown Athletic on LinkedIn Triple Crown Athletic on Youtube     --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers  

On episode 184 of Ask The Compound, Ben Carlson and Duncan Hill discuss the best emergency funds, impulse purchases, preparing for a future home purchase, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/atc today. Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.advisorunlock.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠

Are you intimidated by your business numbers? You don't have to be!   Our next guest is Tana Kramer, a profitability strategist who empowers women entrepreneurs to embrace their financial data and transform it into a tool for success.   Join us as we explore: The importance of understanding your numbers as a CEO and how to feel empowered by them The concept of a "money story" and its impact on your mindset around profit and self-worth Practical steps to overcome the fear of looking at your financial data and how to view it simply as information The significance of aligning your business with your lifestyle goals for both financial and personal fulfillment Tips for creating a profitable business model that works for you, without sacrificing your well-being   If you've ever felt overwhelmed by your numbers or unsure about your financial goals, this episode is for you! Tana provides practical steps to help you get organized and empowered in your financial journey.   Resources mentioned in this episode: www.xero.com  www.quickbooks.com    Connect with Tana: Website: https://tanakramer.com/  LinkedIn: https://www.linkedin.com/in/tanakramer/    ✨ Join my Mompreneur Glow Up email list. It's your go-to source for all things life, leadHERship, and mindset.  

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

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  

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.