Podcasts about financial guru

Sponsored by Count — a tool we recommend for better financial tracking and clarity Learn more: https://www.getcount.com/us/partners/SoundFinancialGroup Why do financial influencers keep predicting the next big market crash—and why do people keep listening? In this episode of More Than Commas, we break down the real incentive behind repeated crash predictions, how attention drives extreme forecasts, and why being "right once" can be more profitable than being consistently accurate. Then, in a completely unexpected turn, we follow through on a wild real-life experiment involving a Cybertruck and a boat ramp—highlighting how reality doesn't always go as planned. -- Timestamps: 00:00 – Financial influencers + Cybertruck teaser 00:11 – Why influencers benefit from predicting crashes 00:30 – Example: Kiyosaki and Michael Burry notoriety 01:51 – Cybertruck story setup near boat ramp 03:06 – Self-driving mistake near the lake #Cybertruck #investing #stockmarket #financialeducation #wealthbuilding #longterminvesting  Next Episode: Robert Kiyosaki changed how millions think about money—but what happens when the message shifts? We take a closer look at his evolution, his repeated market crash predictions, and what investors can learn from separating valuable principles from fear-driven narratives. -- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

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David McKnight focuses on three of the biggest names in personal finance – Dave Ramsey, Suze Orman, and Ken Fisher – and why you should be careful with following their advice. David emphasizes that anyone trying to wring the most efficiency out of their retirement savings should focus on advice that's backed by math… not soundbites. While David Ramsey is the right person for people who are making less than they are spending, the same can't be said for his retirement planning advice. For instance, he claims that 100% of cash value life insurance sucks 100% of the time.  For David, whenever someone gives you advice that claims it should be applied 100% of the time, you should run the other way! Remember: there's no financial strategy that works for everyone all the time. According to an Ernst & Young study, by contributing 30% of your retirement savings to an IUL, you'll dramatically increase your income in retirement over a stock market investing alone.  Citing E&Y, David explains an approach that shields you from the sequence of returns risk and that has a 95% chance of your money lasting as long as you do. David points out that most Americans don't have thousands of dollars lying around in savings accounts just to pay the taxes on a Roth conversion… David sees Dave Ramsey as someone who gives basic advice for people with basic problems and whose advice could potentially be catastrophic if you want to shield your retirement from higher taxes. When it comes to Suze Orman, David looks at her recent advice of keeping 3-5 years worth of living expenses in an emergency fund in retirement. While Orman is trying to safeguard against sequence of returns risk, she seems to be forgetting about inflation eating away at your purchasing power. As David shares his dislike of Orman's advice, he touches upon a resource that can double your sustainable withdrawal rate from 4 to as high as 8%. Ken Fisher, on the other hand, has become the face of the "anti-annuity crusade". The problem with Fisher's approach? He's primarily referring to variable annuities, completely disregarding fixed indexed annuities (which are a totally different animal). David discusses how replacing bonds with fixed annuities "can increase your returns, lower your risks, and give you a better outcome over time." Beware of financial gurus saying "I hate annuities", "100% of life insurance sucks 100% of the time", or "never pay taxes from your IRA"! In his latest book The Guru Gap, David takes a deep dive into the flawed logic of financial gurus, and gives the full story with the math, the context, and the strategies they conveniently leave out in their content and speeches.     Mentioned in this episode: David's new book, available now for pre-order: The Secret Order of Millionaires David's national bestselling book: The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track Tax-Free Income for Life: A Step-by-Step Plan for a Secure Retirement by David McKnight DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com Dave Ramsey Suze Orman Ken Fisher Ernst & Young

HR2 Financial Guru Erik Weir Reveals How Anyone Can Build Real Wealth. Sunny Kutcher - YAAS 8-7-25 by John Rush

We sit down with a true Financial Guru, James...a independent businessman that has a successful business aspect of his industry.He shows how to make Independent Wealth work for youFollow James on Xhttps://x.com/whitewlfz Avoid costly 401(k) mistakes.https://yourretirementguru.com/Topics covered include:Informing you today so future you can benefitAvoiding common mistakes todayUsing IRAs to help future youMaking the right decisions when switching jobsMaking the right decisions when nearing retirementWould you prefer a personal walkthrough of some of this information? Call us at (517) 375-9829.

Brian Belski of BMO Capital Markets joins Chad to talk about Trump's tariffs leading to huge losses in the stock market and why he believes it's still not time to panic about our economy.

Invest in Yourself: Your Business Can Outperform the Market: "Plus, if you're doing it correctly, the returns that people can get in their own business you know, the ten years that we've been in business, I have not seen any return outside of their of their own business that could beat it." - M.C. LaubscherAs a passionate entrepreneur and the founder of Producers Wealth, M.C. Laubsher has dedicated himself to sharing alternative wealth strategies that challenge the conventional norms of financial planning.We discover M.C.'s fascinating journey from growing up in Cape Town, South Africa, to becoming a key figure in innovative finance strategies. Discover how M.C.'s experiences at boarding school and his exposure to the dramatic changes in South African history sparked his interest in economics and wealth management.Here's a sneak peek at what you'll learn:M.C.'s Unique Background: From the rugby fields of South Africa to the boardrooms of Pennsylvania, M.C.'s story is a testament to resilience and curiosity. Hear how his upbringing in a military family and a passion for sports shaped his entrepreneurial spirit.Alternative Wealth Strategies: Explore M.C.'s "Get Wealthy For Sure" strategy, which addresses key missteps entrepreneurs often make in financial planning. Learn about the innovative use of life insurance contracts in building a robust financial foundation for your business.The Power of Storytelling: Discover why M.C. considers storytelling his superpower and how it plays a crucial role in educating and inspiring entrepreneurs to think differently about their finances.Building a Legacy: Gain insights into M.C.'s vision of living and leaving a legacy and how he's setting up his business to empower future generations.Plus, M.C. is offering our listeners a special opportunity to access his best-selling book, Get Wealthy For Sure, for free (just cover shipping). This is your chance to dive deeper into his groundbreaking strategies and transform your financial future.PureTax, LLC Don't miss this captivating episode that's packed with wisdom and practical advice. Whether you're just starting your entrepreneurial journey or looking to refine your financial strategy, M.C.s insights are sure to inspire and inform.P.S. Access M.C.'s exclusive offer and more resources at producerswealth.com/empowering today!Empowering Moments00:00 Financial Guru's Journey and Mission03:16 Chaos Sparks Curiosity and Growth09:06 "Balancing Sports and Education Passion"11:22 Foundational Defense in Martial Arts15:16 Stellenbosch: Historic College Town21:36 Early U.S. Rugby Career Aspirations24:03 Multifamily Real Estate Journey's Beginnings30:11 Bank Liabilities Are Assets30:53 "Becoming Your Own Bank"34:11 Opportunity in Problem-solving Alignment39:38 Invest in Your Own Business42:25 Diversify Business via Family Bank45:04 Investing in Team and Tax Strategy49:55 Living and Leaving a Legacy53:30 Free Financial Resources OfferRunning a business doesn't have to run your life.Without a business partner who holds you accountable, it's easy to be so busy ‘doing' business that you don't have the right strategy to grow your business.Stop letting your business run you. At Harper & Co CPA Plus, we know that you want to be empowered to build the lifestyle you envision. In order to do that you need a clear path to follow for successOur clients enjoy a proactive partnership with us.

Before Brandon Copeland was at the NFL, he was tackling a business education at Wharton. Now, he's back on his finance game and ready to nerd out with Nicole. Brandon tells Nicole how he bucked the trend and turned his NFL money into real wealth, how much he made his first year at the NFL, and what he thinks of the new NFL and private equity opportunities. Check out Brandon's new book here: YourMoneyPlaybook.com All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank.

This episode is part of David McKnight's guest interview with Kyle Solon. David talks about the importance of math when it comes to decisions related to using cash value, life insurance, and annuities. A recent Ernst & Young study showed a surprising stat about who had the highest income in retirement and passed the most money on to the next generation. David illustrates the concept of the volatility shield, also known as volatility buffer. The #1 concern of Americans all across the country is running out of money before they run out of life. David shares a key question people should ask themselves when listening to gurus such as Dave Ramsey: “Is there a mathematical justification to what I'm being told?”. David is a strong believer of leaning on the strategies that historically give you a much higher mathematical likelihood of increasing the life expectancy of your money. Dave Ramsey is someone who David really likes for some things, while he isn't a big fan of him for other matters. He sees Ramsey as good for getting people out of debt but not good at helping people have their money last through life expectancy. David gives a breakdown of a couple of sections of his new book – The Guru Gap – and what people should do to educate themselves about the financial industry.     Mentioned in this episode: David's new book: The Guru Gap: How America's Financial Gurus Are Leading You Astray, and How to Get Back on Track David's books: Power of Zero, Look Before You LIRP, The Volatility Shield, Tax-Free Income for Life and The Infinity Code DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free 3-part video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com Dave Ramsey Ernst & Young  Ken Fisher Suze Orman

From America's Matriarch of Money herself, Suze Orman's Women & Money podcast speaks directly to every mother, daughter, grandmother, sister, and wife — and the men who are smart enough to tune in. Join Suze Orman twice weekly for unmatched personal finance expertise, and receive powerful insights and actionable advice on investing, saving, and life. https://www.suzeorman.com/podcast And right now, literally millions of Americans definitely need those powerful insights and immediately actionable advice on money. So on this episode of Women of Impact with Lisa Bilyeu, Suze Orman details exactly what steps people need to take to gain control of their finances. She guides listeners on how to create new truths about money, how to deal with shame, anger and fear, and how to eventually reach the point where saving is more pleasurable than spending. [Original air date: 5/13/20]. SHOW NOTES: What do you do when you are confronted with the truth about your situation? [3:35] What is your truth right now? Are you fearful, ashamed or angry right now? [5:47] In order to overcome shame, you have to own the situation you find yourself in [7:15] The past is the past and it's over. It's only valuable as a tool to learn from. [10:30] Live below your means. Always ask, “is this a want or a need?” [13:00] How do you define the difference between a want and a need? [13:57] When do you buy what you need instead of what you can afford? [16:02] Suze explains how to get more pleasure out of saving than spending [17:37] Power attracts money. Powerlessness repels money. Never be a victim. [18:18] People spend more money than they realize they are spending [19:57] Ask yourself why you get more pleasure from spending than from saving? [22:35] Right now many people have an unprecedented opportunity to save money [24:32] Suze advocates not making big financial moves right now [27:31] Why don't you do what you know you should do? [30:05] Suze says her superpower is that she knows her own thoughts, her own motives [31:02] How do you deal with a spouse who has different financial goals and values? [34:28] The first step you need to take is to create a new truth [36:37] CHECK OUT OUR SPONSORS: Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/lisa Found Banking: Sign up for Found for FREE today at https://found.com/lisa. Caraway: Visit https://carawayhome.com/woi  or use code WOI at checkout and get 10% off your next purchase! Masterclass: 15% off any annual membership at https://masterclass.com/lisa FOLLOW SUZE: WEBSITE: https://www.suzeorman.com/podcast INSTAGRAM: https://bit.ly/2Wr3UX8 FACEBOOK: https://bit.ly/2LjHlNK TWITTER: https://bit.ly/2SWiHa0 FOLLOW LISA: Instagram: https://www.instagram.com/lisabilyeu/ Twitter: https://twitter.com/lisabilyeu YouTube: https://www.youtube.com/womenofimpact Tik Tok: https://www.tiktok.com/@lisa_bilyeu?lang=en LISTEN AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/womenofimpact Learn more about your ad choices. Visit megaphone.fm/adchoices

From America's Matriarch of Money herself, Suze Orman's Women & Money podcast speaks directly to every mother, daughter, grandmother, sister, and wife — and the men who are smart enough to tune in. Join Suze Orman twice weekly for unmatched personal finance expertise, and receive powerful insights and actionable advice on investing, saving, and life. https://www.suzeorman.com/podcast And right now, literally millions of Americans definitely need those powerful insights and immediately actionable advice on money. So on this episode of Women of Impact with Lisa Bilyeu, Suze Orman details exactly what steps people need to take to gain control of their finances. She guides listeners on how to create new truths about money, how to deal with shame, anger and fear, and how to eventually reach the point where saving is more pleasurable than spending. [Original air date: 5/13/20].SHOW NOTES: What do you do when you are confronted with the truth about your situation? [3:35] What is your truth right now? Are you fearful, ashamed or angry right now? [5:47] In order to overcome shame, you have to own the situation you find yourself in [7:15] The past is the past and it's over. It's only valuable as a tool to learn from. [10:30] Live below your means. Always ask, “is this a want or a need?” [13:00] How do you define the difference between a want and a need? [13:57] When do you buy what you need instead of what you can afford? [16:02] Suze explains how to get more pleasure out of saving than spending [17:37] Power attracts money. Powerlessness repels money. Never be a victim. [18:18] People spend more money than they realize they are spending [19:57] Ask yourself why you get more pleasure from spending than from saving? [22:35] Right now many people have an unprecedented opportunity to save money [24:32] Suze advocates not making big financial moves right now [27:31] Why don't you do what you know you should do? [30:05] Suze says her superpower is that she knows her own thoughts, her own motives [31:02] How do you deal with a spouse who has different financial goals and values? [34:28] The first step you need to take is to create a new truth [36:37] CHECK OUT OUR SPONSORS:Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/lisaFound Banking: Sign up for Found for FREE today at https://found.com/lisa.Caraway: Visit https://carawayhome.com/woi  or use code WOI at checkout and get 10% off your next purchase!Masterclass: 15% off any annual membership at https://masterclass.com/lisa FOLLOW SUZE: WEBSITE: https://www.suzeorman.com/podcast INSTAGRAM: https://bit.ly/2Wr3UX8 FACEBOOK: https://bit.ly/2LjHlNK TWITTER: https://bit.ly/2SWiHa0 FOLLOW LISA:Instagram: https://www.instagram.com/lisabilyeu/Twitter: https://twitter.com/lisabilyeuYouTube: https://www.youtube.com/womenofimpactTik Tok: https://www.tiktok.com/@lisa_bilyeu?lang=enLISTEN AD FREE + BONUS EPISODES on APPLE PODCASTS: apple.co/womenofimpact Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Paul and Evan talk about the unfortunate reality today that nothing on the internet may be as it seems and that professionals go to great lengths to delete bad reviews and engage in pay-to-play opportunities to create fake credibility. Listen along as the advisors talk about a Zweig article that calls out this practice titled, “Financial Guru, TV Star, Bestselling Author? Not So Fast,” and share some questions you can ask to better understand whether someone is credible or not.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.

Violin music courtesy of Dr Ming Wang, Amazing Grace, used with permission.According to America's favorite financial guru, Dave Ramsey, Christmas will be in December again this year….That means his Christmas Giveaway is back for November….To enter, simply visit Ramsey Solutions of the WWW, search for Christmas Giveaway — and fill out the required fields — you will be prompted to receive a daily reminder to your chosen e-mail…The next day, your reminder email will contain a direct link to the giveaway.Here's a helpful hint you might like to know — you may enter daily from each device, no need to use an alternate email, but you may…FYI/Dave Ramsey is a little like Apple — he may send you email offers, but he doesn't sell your data — He doesn't need that money…. He's already a media Giant….PS/You may also enter seven days a week…

Read the letter from Curtis Ray's legal team - https://bit.ly/DefamationLetter0:00 - Why He Threatened To Sue Me 10:47 - Reviewing the Letter From His Legal Team 32:48 - What I'm going to do next (My 3 options)______________________________________________ ✉️ Email BetterWealth: https://bttr.ly/infoWEBSITE: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

This week we discuss our fave housewives franchise Salt Lake City making it's return and WE ARE HERE FOR all of the chaos! Especially when it comes to imitating our fave, Lisa, and Meredith's transition to Moira Rose. Speaking of menty b's, Anna has one in the wrong kind of doctors office, Faith's journey through being sober (including a Bills game - yikes). We even have some warm fuzzy mom moments about the bittersweet feelings we have when your youngest kid hits milestones. Shout out to our sponsors: Roofs By Bryan, Rusty Nickel Brewing, and Nick Ludwa, Financial Guru!

Financial expert Jean Chatzky discusses the important connection between health and wealth, and how nurturing both can lead to a more balanced and fulfilling life.

Before Brandon Copeland was at the NFL, he was tackling a business education at Wharton. Now, he's back on his finance game and ready to nerd out with Nicole. Brandon tells Nicole how he bucked the trend and turned his NFL money into real wealth, how much he made his first year at the NFL, and what he thinks of the new NFL and private equity opportunities. Check out Brandon's new book here: YourMoneyPlaybook.com All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Brokerage services for treasury accounts offering 6-month T-Bills are offered by Jiko Securities, Inc., member FINRA & SIPC. Banking services are offered by Jiko Bank, a division of Mid-Central National Bank. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value. See public.com/#disclosures-main for more information.

Recently, on his popular show, a well-known, "financial expert" dismissed the common advice to withdraw only 4% of your retirement savings annually as "moronic," advocating instead for an 8% withdrawal rate. In this video, Peter Richon with Richon Planning and Erin Kennedy talk through whether and when an 8% withdrawal rate makes sense. Here's the answer: yes, it might make sense. But it all depends on the individual person. Finding the correct withdrawal rate will vary from person to person. To find that number, you need to account for life expectancy, spending habits, and market conditions. Finding that number will ensure your savings will last throughout your retirement while allowing you to maintain your desired lifestyle. If you'd like to find your own unique, personalized withdrawal rate (keeping in mind that the rate should be revisited annually), please give Peter a call at (919) 300 - 5886 or visit www.RichonPlanning.com #DaveRamsey #WithdrawalRate #Retirement #FinancialAdvisor

Anders Gustafson, Co-Founder of ShopLevers and former shop owner, breaks down technician compensation. He shares lessons learned from starting a new shop, including the importance of incentive plans, offering benefits like health insurance, and evaluating pay plans correctly. View the video podcast on YouTubeAbout Our Guest:Anders GustafsonCo-Founder, ShopLeversFollow Anders on LinkedInSponsor:Jasper Engines and TransmissionsAbout Our Host:Jay GoninenCo-Founder & President, WrenchWayjayg@wrenchway.com | 608.716.2122WrenchWay Resources:Technician Compensation Tool - See automotive, diesel, and collision technician compensation in your area at wrenchway.com/pay.Technicians & Students - Looking for the best shops to work at? Check out wrenchway.com/shops.Shops & Dealerships - Want to find quality technicians and support the industry? Learn about WrenchWay Shop Memberships.Instructors - Need help getting resources and connecting with industry? We have free resources for your program. Connect with us on social: Facebook Instagram Twitter LinkedIn YouTube TikTok

Jack McCullough sits down with financial guru Sean Brecker, who shares how he achieved success by putting his entrepreneurial spirit into action. He opens up about falling in love with global finance, his experiences working in investment banking, and the inception of his current company, ŌURA. Sean talks about what is like to work in the healthcare and wellness space, as well as why this is close to his heart. He also discusses his numerous volunteer work and how he was raised by his parents laser-focused on giving back in any way he can.To book a demo with Payhawk, click here.

In this episode, join me with David Podell, a seasoned expert in defined benefit plans with over 20 years of experience.Discover the exciting side of defined benefit plans—a powerful tool for high net worth entrepreneurs. David, a preferred vendor in Tax Plan IQ, breaks down the complexities, making it accessible and valuable.Explore real-life cases showcasing substantial tax savings through customized plan designs. Learn about front-loading contributions, combination plans, and the potential for six-figure tax savings. David emphasizes simplicity, efficiency, and customization for optimal results.What you'll hear in this episode:[03:16] Discusses about Defined Benefit Plan[06:11] Age Considerations and Contribution Opportunities in Defined Benefit Plans.[09:42] Contributing to Defined Benefit Plans at Different Ages.[13:33] Cost in efficient Sale[18:48] Explanation of the 401(h) component within the plan.[28:00] Secure Act and Funding Opportunities[30:30] Books and ResourcesReady to supercharge your retirement planning and discover innovative tax strategies? Tune in now! Connect with David Podell on LinkedIn at https://www.linkedin.com/in/bbconsultants/Visit David Podell's Website https://businessbenefitsconsultants.com/Connect with Jackie on Instagram @jackiemCPACheck out more of Jackie's work at https://www.jackiemeyercpa.com/

Join the conversation with Jodi Carter on the 'Living the Dream' podcast as she shares her revolutionary approach to financial well-being. Learn why your budget might be holding you back and how to create a financial plan that reflects your values and aspirations. Whether you're struggling with debt, looking to improve your financial communication with your partner, or simply seeking to understand your money mindset, Jodi's insights are a treasure trove of fiscal wisdom.www.financialinsighttraining.com

Don't strive to become rich. Instead, become a “quiet” millionaire like Tae Kim, the “Financial Tortoise.” You've seen the flashy cars, fancy champagne, and private jets of the online financial “gurus.” Then, like clockwork, you see these same people lose their wealth, go bankrupt, or disappear from the online world entirely. What happened to them, and where did all the “riches” go? In today's show, we talk to Tae about the slow, steady, unsexy way to build wealth and become a millionaire that most Americans will never understand. It's far less risky than gambling your money away, day trading, or going high-leverage on risky real estate. Instead, you can sleep like a baby every night, knowing you have hundreds of thousands in the bank, millions in investments, and enough money to chase your dreams IF you follow Tae's advice. Tae's path to wealth wasn't complicated, but he did make a handful of money mistakes you won't want to repeat. Afterpaying off over six figures in debt, Tae now serves as the financial hero we need but don't deserve, teaching EVERYONE why the slow, quiet way to wealth is the smartest, most sustainable way to truly become “rich.” If you want to quit your job, do what you love, and live every day on YOUR schedule, stick around! In This Episode We Cover The “quiet” millionaire and why you want to be wealthy, NOT rich Money mistakes that you should avoid at ALL costs when on the journey to financial independence How much money you should have in the bank BEFORE you quit your job Why so many financial “gurus” go broke within a few years of acquiring their wealth How to define your “enough” so you don't end up working your life away Tae's unbelievably simple investment advice for those just starting out And So Much More! Links from the Show BiggerPockets Money Facebook Group Network with Other Investors on The Path to FIRE Through the BiggerPockets Forums Finance Review Guest Onboarding Join BiggerPockets for FREE Mindy on BiggerPockets Scott on BiggerPockets Listen to All Your Favorite BiggerPockets Podcasts in One Place Apply to Be a Guest on The Money Show Podcast Talent Search! Money Moment 10 Life & Money Lessons From Broke Financial Gurus Click here to check the full show notes: https://www.biggerpockets.com/blog/money-479   Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email us: moneymoment@biggerpockets.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this enlightening episode, we sit down with Jason Lampert, a Certified Financial Planner™ and a financial coach with a unique journey from the corporate tech world to the realm of financial planning. Jason's passion for guiding individuals towards financial prosperity shines through as he shares his personal career transition, underscoring the importance of following one's heart and embracing life's unpredictable shifts. Dive into an engaging discussion on how being a part of the LGBTQIA+ community and the childfree movement influences financial planning. Explore the pivotal financial topics as Jason shares his expertise on saving for retirement, eliminating debt, investing for the future, and creating a financial plan that resonates with your life goals, especially catering to those traditionally underserved by the financial advising industry. Learn about the difference between a fee-only and a fee-based financial planner, and discover who really needs and can benefit from engaging a financial planner. Jason's natural storytelling ability makes financial concepts relatable, shedding light on how everyone, regardless of their background, can thrive financially. Whether you're from the LGBTQIA+ community, part of a childfree couple, or someone seeking to understand the financial planning realm better, this episode is packed with insights that could be your stepping stone towards financial success. To connect with Jason, visit his website: https://woodsonwm.com/team/jason-lampert/ Stay tuned and enjoy this riveting conversation filled with financial wisdom, personal experiences, and a hearty dose of geeky fun! Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence. Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd We couldn't do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd Venmo- https://account.venmo.com/u/Chris-Loo-4 Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx Thank you to our sponsor, CityVest: https://bit.ly/37AOgkp Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p Follow our YouTube channel: https://www.youtube.com/chL1357 Follow us on Twitter: https://www.twitter.com/drchrisloomdphd Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo Follow us on TikTok: https://www.tiktok.com/@drchrisloomddphd Follow the podcast on Spotify: https://podcasters.spotify.com/pod/show/christopher-loo Subscribe to our email newsletter: https://financial-freedom-for-physicians.ck.page/b4622e816d Thank you to our advertisers on Spotify. Financial Freedom for Physicians, Copyright 2023

David starts the conversation by describing how a financial guru, Derek Sall, allegedly lost $400k in an ill-advised Roth conversation. According to Sall, you're way more likely to have a lower income in retirement than you have today, so you'll likely be in a lower tax bracket in the future. But as we all know, tax rates must go up as early as 2026 to pay for unfunded government obligations.  David made 3 observations to counter Derek's claims: Your income in retirement is not likely to be way lower than it is today. This is one of the huge myths foisted on a generation of baby boomers. The single largest factor that should determine whether you do a Roth conversion is whether you believe the taxes you pay will be higher now than in the future. You're not necessarily guaranteed to be in a lower tax bracket in retirement. More and more experts are beginning to predict that tax rates in the future will have to rise dramatically to pay for unfunded obligations. David explains that Derek might have unknowingly made a wise financial decision by making a Roth conversation at the 22% tax bracket.  You should always consider doing a Roth conversion, especially when young. Chances are, you will make a lot of money in your later years, so it makes sense to pay taxes now since taxes will likely go up in the future. For David, Derek Sall did not make the wrong move by converting his 401K into a Roth.  In fact, he didn't go far enough. He should have taken advantage of the 24% tax bracket as well. David reveals whether there are certain times it doesn't make sense for some people to do a Roth conversation.     Mentioned in this episode: David's books: Power of Zero, Look Before You LIRP, The Volatility Shield, Tax-Free Income for Life and The Infinity Code DavidMcKnight.com DavidMcKnightBooks.com PowerOfZero.com (free 3-part video series) @mcknightandco on Twitter  @davidcmcknight on Instagram David McKnight on YouTube Get David's Tax-free Tool Kit at taxfreetoolkit.com

What if you had the power to transform your side hustle into a full-time business, bursting with potential and profit? With our latest chat with financial wizard, Hannah Chapman, CFP®, APMA®, CRPC® , this dream can become a reality.Hannah, a seasoned financial wealth coach and advisor and owner of X2 Wealth Planning, joins me, my co-hosts Kyle Stevie and Monica Tuck, for a deep exploration into the nexus of finance and entrepreneurship.We delve into the forgotten steps on the path to financial literacy, demystifying the world of investment strategies, and emphasizing the crucial role of mindset in achieving financial success. Hannah generously shares her expertise, arming listeners with tools to feel financially competent and ready to invest.Our conversation effortlessly flows from the challenges of entrepreneurship to the motivations behind it, never losing sight of the fears about job security. We dissect the critical transition point when a side hustle evolves into a full-time business, emphasizing the importance of reliable financial data to leap confidently into the unknown.Hannah offers a sneak peek into her journey to financial coaching, shedding light on how her family's money story influenced her career choice. We also dive into the average income for small businesses in America, and the clever strategies employed to minimize taxes.Lastly, we weigh in on the practical aspects of scaling a business and outsourcing tasks. Hannah, with her wealth of expertise, breaks down the incremental steps essential for financial growth, and the tipping point for going all-in with a side hustle. We also take a closer look at Hannah's CEO program and mastermind program, designed to assist entrepreneurs in mastering their money game. This episode is packed with enlightening conversation, anecdotes, and actionable guidance to help you navigate the complex world of entrepreneurship and finance. You don't want to miss it!As you're inspired to embark on your own side hustle journey after listening to this episode, you might wonder where to start or how to make your vision a reality. That's where our trusted partner, Reversed Out Creative comes in.Specializing in strategic branding and digital marketing, Reversed Out Creative is an advertising agency dedicated to helping you turn your side hustle into your main hustle. With a team of experienced professionals and a trackThe Highest Point PodcastOften only the end result is seen without knowing the sacrifice & that's what we reveal.Listen on: Apple Podcasts Spotify The Company ShowThe Company Show is a podcast about running a podcast for your business or company....Listen on: Apple Podcasts SpotifySupport the showSubscribe to Side Hustle City and join our Community on Facebook

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Suze Orman has spent the past few decades sharing her financial wisdom with the public. But before Suze became an investment maven, bestselling author, and host of her own show on CNBC, she was a 30-year-old waitress living paycheck to paycheck. In this episode, Suze Orman explains how she went from happily waiting tables at a local cafe, to losing all her money in the stock market, to becoming a personal finance guru. If you'd like to keep up with the most recent news from this and other Pushkin podcasts be sure to sign up for our email list at Pushkin.fm.See omnystudio.com/listener for privacy information.

Young dude perk up! Get your money ready! And Listen to some free advice from a Financial Guru....Money guy Dale! 

On this episode I am joined by financial guru and author Sal Buscemi to discuss the top reasons how most Americans are foolish with their money. He also dives into his books, how the middle class invests versus the rich and how people can expand their financial knowledge. This is a must listen episode.

Craig handles multi-million dollars of money for about 100 clients across the globe. He is a former point guard and basketball player for the University of Tennessee. Craig's late father, Ed Wiener, was a 2 time All-American at Tennessee in the 1950's. 

Today the Financial Guru of this generation, Graham Stephan joins the Business of Influence to breakdown how much money he's made, why he's always sad in his thumbnail, and how he got to where he is today!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Meet Diane Gilman who is a pro-age advocate, fashion designer, and creator of DG2 jeans for women. Her career ignited when Janis Joplin and Jimi Hendrix began wearing her customized jeans. She had her greatest success selling 19 million pairs of DG2 jeans at age 60 on QVC/HSN. Enjoy Part One of the origin story of David Lau, Founder and CEO of DPL Financial Partners. His work has received coverage in the Wall Street Journal, New York Times and other financial media. David shares the beginning of his stellar career at E Trade Bank and Telebank which was the nation's first internet bank. Then discover how someone who began selling watches in 1887 and hired a repair man to fix them in 1889 launched an iconic consumer shopping experience that lasted 132 years.

Our second highlight tract of the month features 3 minutes from financial self help authors. Past performance does not guarantee future results, your returns may vary

Our financial guru Leonard Raskin tells Nestor about a long weekend in Columbus at Michigan and Ohio State

On today's program we conclude the conversation with Aaron Sutter from Lansing Lawn Care and Ben Neyman from Ben Neyman Lawn Care. They also compare and contrast the financial guru's Dave Ramsey and Grant Cardone.  The Resource Center at GreenIndustryPodcast.com Price Increase Letter Template GetJobber.com/Paul Lawn and Landscape Society Event Powered by Kohler Registration Paul Jamison's Books Learn More About GPS Trackit Payroll Solutions: Roll by ADP Try Audible The Landscaping Bookkeeper CFP Sheila Chaplain's Email: screliabletax@gmail.com Quickbooks Online Kujo.com (Pauls10 Saves 10%) Paul's Recommended Landscaping Tools Paul's Audiobooks: Cut That Grass and Make That Cash 101 Proven Ways to Increase Efficiency and Make More Money in Lawn Care Best Business Practices for Landscapers Follow us on YouTube: Green Industry Podcast Paul Jamison Follow us on Instagram: @greenindustrypodcast @pauljamison Follow us on TikTok: @pauljamison Follow us on Facebook: @greenindustrypodcast

Real Estate Expert, Financial Guru, Content Creator, Coach, Family Man, Social Media Program Host, Entrepreneur Chadd Levine joins me. You want to learn how to move forward, faster? Do you want to learn from a wildly relatable business leader? I have the good fortune of knowing my friend, Chadd Levine, on many levels. It's important to pay attention to people who see things before you do... that have the vision and business savvy to push people past their fears. This guy has been an entrepreneur since being a kid- learning the pharmacy business before expanding into several business specialities. I find it amazing when someone calls themselves a "late starter" at 25! What I know, and you'll learn quickly, as you listen to my conversation with this "Superstar" is that he is certainly resourceful. While Chadd comes off as easy, with a great laugh and the ability to make anyone feel better... there is always strategy and learned expertise behind the motivation. Did you know that Chadd and I host a weekly Facebook Program called "Your Monday Motivation"? Well, you do now! Do you need a well- intentioned kick in the "arse" to get rolling? Then look no further than the man with the "Superstar Mentality" Chadd Levine... he's the real deal. When you want to know where to find Chadd Levine- here are a few places to start. Enjoy! https://www.facebook.com/profile.php?id=100084840769783 https://fb.me/e/22yUXv35P https://instagram.com/superstarlender?igshid=YmMyMTA2M2Y=

From advising two different United States Presidents in financial literacy to authoring 27 books, several of which were on the New York Times Bestselling list, Sharon Lechter is considered an expert in the finance world. She has spent more than 30 years as a CPA and is a successful entrepreneur. In this episode, Sharon recalls her journey of becoming a well-known, successful finance guru, writing the story of the best-selling Rich Dad, Poor Dad series, and what sparked her passion for financial literacy education. Tune in as Sharon gives advice to the next generation on financial education and shares her heart for helping entrepreneurs. IN THIS EPISODE:  [04:45] Sharon discusses the beginning of her accounting career. [11:21]  Sharon makes a questionable career move but meets her husband out of it. [13:47] Sharon shares an experience that sparked her life-long passion for financial literacy education. [15:46] The interesting origination of the best-selling book, Rich Dad, Poor Dad. [23:29] Sharon shares advice for the next generation in regards to learning about money. [26:34] Sharon's current happenings and how to contact her. KEY TAKEAWAYS:  Instead of trading time for money, learn how to invest in assets so you can make money while you sleep. Make your assets work for you. You have to do more than earn money. You have to learn what to do with that money in order to expand wealth and invest wisely. “Live your legacy.” If you are going to chase a dream, chase it all the way to its fullest potential. RESOURCE LINKS: Sharon Lechter Instagram Sharon Lechter Facebook Sharon Lechter LinkedIn Sharon Lechter Website Sharon Lechter e-mail The Play Big Movement Facebook Rich Dad, Poor Dad Book BIO: Sharon Lechter is internationally recognized as a financial literacy expert, keynote speaker, and business mentor.  She is a New York Times Bestselling author, successful entrepreneur, philanthropist, and has enjoyed a 35-year career as a licensed CPA. She has advised two US Presidents on the topic of financial literacy. Sharon co-authored the international bestseller Rich Dad, Poor Dad as well as 14 other books in the Rich Dad series. In 2008, when the economy crashed, she was asked by the Napoleon Hill Foundation to help re-energize the teachings of Napoleon Hill. Her best-selling books with the Foundation include Three Feet from Gold, Outwitting the Devil, Think and Grow Rich for Women, and Success and Something Greater. She is also featured in the movie Think and Grow Rich: The Legacy and on the national television series World's Greatest Motivators. Sharon's newest title, Exit Rich, supports entrepreneurs in building value and scalability in their businesses so they can be in the position of greatest potential

After escaping a cult and becoming a liquid millionaire by 26, Jerremy Newsome lost it all three times. Today, he's gained success and is here on The Prosperity Perspective to teach future world leaders how to create wealth using the stock market.Hear about “the three straws that broke the camel's back” for Jerremy including the painful realization that he lost all of his money (and borrowed money) in his 20s and the passing of his business partner during a crucial financial time period. Despite these devastating times, Jerremy used his failures to learn more about investment. He shares his hard earned wisdom with you today on why you shouldn't jump into an entirely new strategy without ample years of research and a clear understanding of margin before you use it. Also gain insight into your potential to create change in nations by listening to Jerremey's vision to help other countries gain greater financial literacy. He explains his 90-day program that will give people access to a hundred thousand dollars to trade with in the end. He plans to offer his program to Honduras, Haiti, parts of the US, and parts of other countries. His vision: “If you have the internet, you have income, and you're educated, the world starts changing.”3 Key TakeawaysPay yourself first. This will help you get started on the right foot financially and ensure you're prioritizing your long-term financial health.Invest in yourself; don't let past failures dictate your worth as an entrepreneur or human in general. For Jerremy, giving himself the credit he deserved was game-changing.Focus on being self-full, not selfish. Jerremy will explain how the two are not the same–and one is far more helpful than the other. ResourcesTwitter Instagram LinkedInWebsite: jerremynewsome.comReal Life Training: Jerremy's 90 day stock market training programYouTube About Jerremy NewsomeJerremy Alexander Newsome is on a mission to enrich lives with mentallyliberating education. Since the age of seven, he has been fascinated withinvesting and growth and even convinced his father to match his investmentdeposit for some Apple stock back in 1995, which would be worth $14,000,000.His passion for helping others enrich their lives through investing led himto found Real Life Trading in 2014. This starting point has allowed him toassist and enrich tens of thousands of lives while also growing the companyorganically to a seven figure business.

ON a recent Money Rehab podcast episode, financial commentator Nicole Lapin brought up some pretty explosive reactions to words said by talk show host Dave Ramsey. On today's show, we ask the basic question, "Do commentators attacking each other hinder their efforts to spread financial literacy?" But, we also zero in on exactly what language Ramsey used that Lapin objects to. We invited her on the show to explain, and we're delighted that she took us up on the offer! Today she dives into her sometimes very personal reasons why she objects to what Ramsey says. We question her about how we treat each other as humans, the usefulness of commentators checking each other, the role of religion in financial discussions, and more.But, that's not all. Bed, Bath and Beyond is in the news, and it's partly because of Gamestop! What's the connection? We'll share and also help you with some tips about individual stock trading. We also answer a Haven Life Line question from Jeremiah, who's wondering about buying a home vs renting.Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

ON a recent Money Rehab podcast episode, financial commentator Nicole Lapin brought up some pretty explosive reactions to words said by talk show host Dave Ramsey. On today's show, we ask the basic question, "Do commentators attacking each other hinder their efforts to spread financial literacy?" But, we also zero in on exactly what language Ramsey used that Lapin objects to. We invited her on the show to explain, and we're delighted that she took us up on the offer! Today she dives into her sometimes very personal reasons why she objects to what Ramsey says. We question her about how we treat each other as humans, the usefulness of commentators checking each other, the role of religion in financial discussions, and more. But, that's not all. Bed, Bath and Beyond is in the news, and it's partly because of Gamestop! What's the connection? We'll share and also help you with some tips about individual stock trading. We also answer a Haven Life Line question from Jeremiah, who's wondering about buying a home vs renting. Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this episode of Important Miscellaneous Talks your host Glassford Crossfield and his guests African Prince and Curtis Ray talk about the value of compound interest, the difference between compound and investment interest and Ray shares his stories of how his multi-million dollar company came to be. We all want to know what to do with money, I've now interviewed several people in this space, brining the value right to you. Make sure you check out his content down below and subscribe to my YouTube, thank you. God bless you. Follow the Host: Personal Instagram: https://instagram.com/real_l.a._glass... Podcast Instagram: https://instagram.com/miscellaneous_p... Personal TikTok: https://vm.tiktok.com/ZMJx77o6T/ Podcast YouTube Channel: https://www.youtube.com/channel/UCETs... Blogs on similar topics: https://link.medium.com/wpL2YRffwbb Personal Twitter: https://twitter.com/glassford41 Follow African Prince: Personal Instagram: https://instagram.com/african_prince_... Personal Snapchat: https://www.snapchat.com/add/africanp... Personal Podcast: https://anchor.fm/prince-kahilu Follow Curtis Ray: Instagram: https://www.instagram.com/iamcurtisray/ TikTok: https://www.tiktok.com/@curtisray?lang=en YouTube: https://www.youtube.com/c/curtisray --- Support this podcast: https://anchor.fm/glassford-crossfield/support

Today I interview Jordan "Doc G" Grumett who is the Hospice doctor turned Financial Guru and host of the Earn and Invest show. he has now taken his unique point of view and penned the new book Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life Focusrite: The Vocaster Series Made For Podcasters AutoGain - Easily set your levels with the click of a button, with more than enough gain on tap (70dB) – no booster needed Enhance - Four podcaster-approved voice presets bring out the best in any voice Mute - Silence the mic with the touch of a button - don't let unexpected interruptions get in the way of recording Connect your phone - Record phone calls, high quality music, or other audio from your device, seamlessly  Record to a camera - Plug in your camera and record directly to its memory card  Loopback - Stream calls or any other audio you can think of from your computer with two sets of stereo loopback Included software - Hindenburg Lite to record, three months of SquadCast Pro + Video to bring in your guests, and six months of Acast Influencer to publish, you're ready to get your show out there Learn more at: Focusrite.com/Vocaster  Jordan Grumet Interview Main TakeAways He started because wanted to have deep-dive discussions on finance and talk to experts. Jordan used the art of subtraction to identify what he really wanted to do. He found out that learning the financial spaces wasn't as hard as he thought it was going to be.  Because of His Podcast  He had people who signed up to help read different variations and help promote it. He landed an agent and experienced people who walked him through the job of writing a book proposal, getting an agent, and a publisher. As Jordan put it, "I had people."  He is also slotted and positioned to have TONS of exposure when it releases next week compared to his first two books. Find him at https://jordangrumet.com/and earnandinvest.com Get his book on Amazon (aff) QUESTION OF THE MONTH I need your answer by the end of August 2022 This month's question comes from Dave from Walking is Fitness which is a daily 10-minute podcast designed to help listeners find a little extra motivation to get out for a fitness walk every single day.  THE QUESTION: Most podcast hosts have a target listener. And I would imagine like most podcasts, there are certain themes and topics that I know that are of greater interest to my target listener.  How often do you return to these key topics? Go to www.schoolofpodcasting.com/question When you answer tell us about your show (including the WEBSITE ADDRESS). Ready To Start Your Podcast You may think nobody would listen to you, but I'm here to tell you they will. I have proven strategies to help you identify exactly what your audience wants. You will sound professional, and won't have to spend a million dollars to sound great. Learn through our online tutorials, live group coaching and a private Facebook Group filled with brilliant podcasters. Join worry-free with a 30-day money-back guarantee. See schoolofpodcasting.com/start Follow the Show and Never Miss an Episode on: Apple - Google - Spotify - Amazon Check out New Podcast Apps for apps to stream bitcoin to podcasters. Did You Get Value From This Episode? Enjoy the Show? Buy Dave a Coffee and give some of that value back.  Also Mentioned In This Episode Someday Is Today: 22 Simple, Actionable Ways to Propel Your Creative Life

Dean is joined by #1 Bestselling Author, Ric Edelman, and his new book “The Truth About Crypto”.  Dean and Ric discuss what cryptocurrency is and isn't, why you might consider investing, and how the future of money is playing out right now.  

Are you creating a financial mindset that is working for you? Listen in as Britt speaks about some money mindsets she has learned! Have a Big & Bold Day!

We all know that the economy has been a different animal recently. So, if you're one of those people who gets your financial statements and you just can't bring yourself to open them, this episode is for you. Listen in as Angela interviews her friend and mentor, Ashley Gilbert. 

Friends Talk Crypto & A New Upstart Coin with 10x+ Potential My buddy Steve who knows way more about the financial space than I do joins the show to discuss his investing in Real Estate and now his new jump into the world of Crypto. We break down a new coin he is all in on from a company he left his job to join their project. We also talk bitcoin, blockchain and so much more! Follow me on social media @ianshoover and come see me at Inman NYC in January! #financial #crypto #investment #investing #altcoin --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

In this episode, we bring on a real deal financial guru. This guy isn't messing around. You're gonna want to open up your ear holes for this one.

I interview Calgary's Mike Marshall about his family origins on Vancouver Island.  Mike and I talk about his family and career, his experience with COVID, and the funniest roundtable discussions we could host at 'Michael Marshall Con 2021'