Podcasts about financial habits

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Jamal Harrison Bryant.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Jamal Harrison Bryant.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Jamal Harrison Bryant.

In this episode of Beer and Money, Ryan Burklo discusses the contrast between small thinking and big thinking in financial planning. He emphasizes the importance of focusing on larger financial goals rather than getting caught up in minor savings habits, such as cutting out small luxuries like Starbucks. By analyzing the impact of lifestyle choices on savings and the power of incremental changes, Ryan illustrates how a small adjustment in spending can lead to significant wealth accumulation over time. He encourages listeners to adopt a big picture mindset to enhance their financial well-being. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Small thinking focuses on minor savings, like cutting out Starbucks. Big thinking involves understanding the larger financial picture. Saving $50 a week may not significantly impact long-term wealth. A household income of $300,000 can lead to substantial savings if managed well. Incremental changes in lifestyle can have a dramatic effect on savings. A 1% difference in lifestyle spending can lead to millions in savings over time. It's essential to capture savings automatically to build wealth. The wealth building account can help manage finances effectively. Small adjustments can lead to significant financial outcomes. Thinking differently about money can change your financial future. Chapters 00:00 Small Thinking vs. Big Thinking 03:01 The Impact of Lifestyle Choices on Savings 06:03 The Power of Incremental Changes in Financial Planning  

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 3737: Colin Wright explores the subtle ways our financial habits shape our choices, opportunities, and sense of freedom. He reveals how aligning money with personal values, not just accumulation, creates a more intentional, fulfilling life. Read along with the original article(s) here: https://exilelifestyle.com/dollars-sense/ Quotes to ponder: "Money is not inherently good or bad, but the way we earn and spend it has repercussions." "When our dollars align with our values, they amplify the kind of life we want to live." "Freedom doesn't come from how much we make, but from how wisely we use what we have." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3737: Colin Wright explores the subtle ways our financial habits shape our choices, opportunities, and sense of freedom. He reveals how aligning money with personal values, not just accumulation, creates a more intentional, fulfilling life. Read along with the original article(s) here: https://exilelifestyle.com/dollars-sense/ Quotes to ponder: "Money is not inherently good or bad, but the way we earn and spend it has repercussions." "When our dollars align with our values, they amplify the kind of life we want to live." "Freedom doesn't come from how much we make, but from how wisely we use what we have." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3737: Colin Wright explores the subtle ways our financial habits shape our choices, opportunities, and sense of freedom. He reveals how aligning money with personal values, not just accumulation, creates a more intentional, fulfilling life. Read along with the original article(s) here: https://exilelifestyle.com/dollars-sense/ Quotes to ponder: "Money is not inherently good or bad, but the way we earn and spend it has repercussions." "When our dollars align with our values, they amplify the kind of life we want to live." "Freedom doesn't come from how much we make, but from how wisely we use what we have." Learn more about your ad choices. Visit megaphone.fm/adchoices

Nathan brings Crystal back on to discuss the importance of financial literacy and the role of a fractional CFO in helping businesses understand their financial health. The conversation emphasizes the need for business owners to be proactive in managing their finances and the value of coaching in achieving business success. Guest Name: Crystal Haight |  @CrystalHaight  Title: Fractional CFO Company: NW Book Pros Expertise: she helps business owners produce positive recurring revenue. Website: https://nwbookpros.com/ Workshops: https://www.skool.com/profitcurator   Watch the episode on YouTube. 

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 3263: Luke Smith explores how poor financial habits and money stress can undermine work performance, leading to reduced productivity, strained workplace relationships, and even burnout. He offers practical strategies, like budgeting, building an emergency fund, and using proven debt repayment methods, to reduce financial anxiety and reclaim focus and energy for the work that matters most. Read along with the original article(s) here: https://www.carlpullein.com/blog/how-financial-habits-and-situations-can-affect-productivity/21/10/2020 Quotes to ponder: "Individuals living paycheck-to-paycheck are existing on the edge of financial ruin." "From paying down your debt in the most efficient way possible to saving an emergency fund, establishing good financial habits will decrease your stress levels and allow you to focus your energy on important tasks." "Having a plan to manage your finances will boost your confidence in other areas of your life." Episode references: U.S. Bureau of Labor Statistics: https://www.bls.gov The Simple Path to Wealth: https://www.amazon.com/Simple-Path-Wealth-financial-independence/dp/1533667926 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3263: Luke Smith explores how poor financial habits and money stress can undermine work performance, leading to reduced productivity, strained workplace relationships, and even burnout. He offers practical strategies, like budgeting, building an emergency fund, and using proven debt repayment methods, to reduce financial anxiety and reclaim focus and energy for the work that matters most. Read along with the original article(s) here: https://www.carlpullein.com/blog/how-financial-habits-and-situations-can-affect-productivity/21/10/2020 Quotes to ponder: "Individuals living paycheck-to-paycheck are existing on the edge of financial ruin." "From paying down your debt in the most efficient way possible to saving an emergency fund, establishing good financial habits will decrease your stress levels and allow you to focus your energy on important tasks." "Having a plan to manage your finances will boost your confidence in other areas of your life." Episode references: U.S. Bureau of Labor Statistics: https://www.bls.gov The Simple Path to Wealth: https://www.amazon.com/Simple-Path-Wealth-financial-independence/dp/1533667926 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3263: Luke Smith explores how poor financial habits and money stress can undermine work performance, leading to reduced productivity, strained workplace relationships, and even burnout. He offers practical strategies, like budgeting, building an emergency fund, and using proven debt repayment methods, to reduce financial anxiety and reclaim focus and energy for the work that matters most. Read along with the original article(s) here: https://www.carlpullein.com/blog/how-financial-habits-and-situations-can-affect-productivity/21/10/2020 Quotes to ponder: "Individuals living paycheck-to-paycheck are existing on the edge of financial ruin." "From paying down your debt in the most efficient way possible to saving an emergency fund, establishing good financial habits will decrease your stress levels and allow you to focus your energy on important tasks." "Having a plan to manage your finances will boost your confidence in other areas of your life." Episode references: U.S. Bureau of Labor Statistics: https://www.bls.gov The Simple Path to Wealth: https://www.amazon.com/Simple-Path-Wealth-financial-independence/dp/1533667926 Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your investment strategy is built on a risk tolerance you can’t afford? In this episode of Unleash Your Wealth Podcast, Raj Shah and Rick Borek break down the emotional vs. financial sides of risk, explore the new “Trump accounts” for kids, and tackle the myth of the magic retirement number. Whether you're nearing retirement or just starting to save, this episode offers a reality check on aligning your portfolio with your true financial capacity. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

In this episode, we bust the biggest myths about millionaires and wealthy individuals. You'll discover why most millionaires are first-generation wealth builders, how their real habits differ from the flashy social media image, and what it truly takes to achieve financial success. From disciplined spending to long-term thinking, this conversation gives you practical insights and mindset shifts to help you start building wealth today.Check us out - Instagram and Twitter: JeroldJax Facebook: Jerold Action Jackson and Zone Of Action JeroldJackson.com Happiness starts with you. Not with your relationship, not with your job, not with your money, but with you in the Zone of Action.

Growth and profitability all starts with having solid financial data. Without it, you're basically flying blind.Financial expert Jessica Nunn shares the top five best and worst things aesthetic practices can do when it comes to their bottom line. When you understand your finances, you can actually be profitable instead of just hoping for the best.Jessica breaks down some of the most common mistakes she sees from her work with hundreds of aesthetic professionals of all sizes and stages of growth. About Jessica NunnJessica Nunn founded Maven Financial with a vision to make strategic financial advice accessible to every small business owner. She understands that her clients carry the responsibility of maintaining a business, meeting their goals, paying their employees, paying themselves, and providing for their families. Her job is to make the complex world of revenue, profitability, and key performance indicators clear and simple. Learn more about Maven Financial PartnersFollow Maven Financial Partners on Instagram @mavenfinancialGuestJessica Nunn, Founder & CEOMaven Financial PartnersHostRobin Ntoh, VP of AestheticsNextechPresented by Nextech, Aesthetically Speaking delves into the world of aesthetic practices, where art meets science, and innovation transforms beauty.With our team of experts we bring you unparalleled insights gained from years of collaborating with thousands of practices ranging from plastic surgery and dermatology to medical spas. Whether you're a seasoned professional or a budding entrepreneur, this podcast is tailored for you.Each episode is a deep dive into the trends, challenges, and triumphs that shape the aesthetic landscape. We'll explore the latest advancements in technology, share success stories, and provide invaluable perspectives that empower you to make informed decisions.Expect candid conversations with industry leaders, trailblazers and visionaries who are redefining the standards of excellence. From innovative treatments to business strategies, we cover it all.Our mission is to be your go-to resource for staying ahead in this ever-evolving field. So if you're passionate about aesthetics, eager to stay ahead of the curve and determined to elevate your practice, subscribe to the Aesthetically Speaking podcast.Let's embark on this transformative journey together where beauty meets business.About NextechIndustry-leading software for dermatology, medical spas, ophthalmology, orthopedics, and plastic surgery at https://www.nextech.com/ Follow Nextech on Instagram @nextechglowAesthetically Speaking is a production of The Axis: theaxis.io Theme music: I've Had Enough, Snake City

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What if the real obstacle to entrepreneurship isn't your skill set or background, but the beliefs you hold about money? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Barbara Huson—a celebrated financial expert and the author of seven books—to challenge the limiting money stories that hold women back from investing, building wealth, and stepping fully into their power.Barbara shares her personal journey from financial intimidation and crisis to empowerment, offering relatable anecdotes and the wisdom she's gained from interviewing hundreds of financially successful women. Her expertise shines as she uncovers the neuroscience behind changing your money mindset, and how simple, purposeful steps can transform your financial trajectory.This episode is packed with actionable strategies, including Barbara's “recognize, reframe, and respond” method for rewiring your thinking, and her approachable daily, weekly, and monthly habits for getting smart about money. If you've ever felt daunted by investing or unsure if building wealth is for you, this conversation will leave you inspired and ready to take control—making it a must-listen for anyone seeking confidence in their financial journey. To get the latest from Barbara Huson, you can follow her below!https://www.linkedin.com/in/barbarahuson/https://www.barbara-huson.com/https://www.instagram.com/thebarbarahuson/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Is your self-worth tied to your spending habits?Meet Linda Grizley!Linda is a CFP, Financial Empowerment Coach who helps you unpack the deep-rooted connection between self-worth and money mindset. She is sharing practical strategies to break free from financial stress.She helps her clients prioritize themselves in order to create a healthy relationship with their finances.On this episode, Linda shares:- the influence childhood experiences, societal pressures and limiting beliefs- why your self-worth and net worth often get entangled- common money blocks that hold people back- how to shift from scarcity to abundance- what happens when you are financially stuck- strategies to build financial confidence- why mindset is the key to financial freedom- how to redefine your value beyond income...and much more!Connect with Linda:Website: https://www.lindagriz.comListen to the Podcast, subscribe, leave a rating and a review:Apple: https://podcasts.apple.com/us/podcast/money-matters-is-your-self-worth-tied-to-money-w-linda/id1614151066?i=1000720576143Spotify: https://open.spotify.com/episode/0xqTD77vS3lHT5W6CHwJdO?si=MYWNTlFpTPGFtrQQzJaB6gYouTube: https://youtu.be/pDCkDA7P5vs

“A joyful heart is good medicine, but a crushed spirit dries up the bones.” - Proverbs 17:22As we wrap up our series on the temperaments and how they impact our financial decisions, we're turning the tables a bit. Today, Kathleen Edelman—who's been our guide through this journey—is taking the host seat to interview Rob West about the Yellow temperament.Kathleen Edelman is the author of I Said This, You Heard That: How Your Wiring Colors Your Communication. She is certified in Biblical Studies and Christian Counseling Psychology and has spent over 30 years coaching clients in the art of effective communication.What Is the Yellow Temperament?The yellow temperament, known as sanguine, is characterized by high energy, optimism, and a deep desire for connection. Yellows are extroverted and people-oriented, speaking the language of fun and relationships. They often bring joy, inspiration, and laughter into every environment they enter. However, they also face challenges, particularly in areas such as focus, follow-through, and impulse control.Historically rooted in the work of Hippocrates, the four temperaments offer a timeless framework for understanding how people are wired to think, speak, and listen. The yellow temperament is one of four:Red (Choleric): Task-oriented extroverts, driven by power and control.Blue (Melancholic): Task-oriented introverts, focused on perfection and order.Green (Phlegmatic): People-oriented introverts, seeking calm and harmony.Yellow (Sanguine): People-oriented extroverts, motivated by fun and connection.How Yellows Communicate and RelateYellows are often described as the life of the party—fun, inspiring, and full of energy. They thrive on being liked, included, and appreciated. They tend to wear their hearts on their sleeves and use charm, humor, and emotional connection to relate to others.Their innate needs include:Approval – being accepted for who they are.Acceptance – feeling included and invited.Attention – being given full focus and eye contact.Affection – being acknowledged and appreciated.When these needs are met, yellows radiate joy and creativity. But when unmet, they may seek attention in unhealthy ways or rely on charm to mask insecurity. Understanding these tendencies can help others relate to yellows with empathy and intention—and help yellows themselves pursue healthy, life-giving connections.Financial Habits of the Yellow TemperamentWhen it comes to money, yellows tend to view finances through the lens of spontaneity and enjoyment. They view money as a means to create experiences, give generously, and make memories with others. However, their optimism and impulsiveness can lead to overspending or a lack of strategic planning.Some common financial tendencies of yellows include:Generosity is driven by emotion rather than strategy.Difficulty sticking to strict budgets or long-term plans.A tendency to avoid hard money conversations, especially if there's potential for conflict or disapproval.Using money to strengthen relationships and bring joy.To thrive financially, yellows benefit from tools that provide structure without feeling restrictive, such as flexible budgeting systems, automated savings, or labeled cash envelopes tied to experiences (e.g., “Dinner with Friends”). Framing financial stewardship in terms of purpose, joy, and relational impact helps them stay engaged and motivated.Communication and StewardshipIn conversations—especially around finances—yellows respond best to positive framing and shared vision. They may avoid spreadsheets or conflict, but they are quick to dream, encourage, and cast vision. When invited into planning that includes moments of celebration or generosity, they are more likely to stay committed.In leadership or ministry settings, yellows often bring energy and hope to conversations. They are natural encouragers and communicators, able to uplift others with genuine warmth and presence. However, they may need accountability partners or systems to help with follow-through and details.Understanding their own temperament also enables yellows to listen more intentionally. With tools like Edelman's workbook, they can better identify the temperaments of others and respond in ways that build connection and clarity, both at work and at home.The yellow temperament is a vibrant and life-giving expression of God's creative design. While yellows may struggle with structure and impulse, they bring essential gifts of joy, vision, and generosity. With the right tools and a deeper self-awareness, they can become faithful stewards who reflect the heart of Christ, not just in their relationships, but also in how they give, plan, and lead.For a deeper dive into all four temperaments and how they relate to stewardship, relationships, and communication, explore Kathleen Edelman's featured article in our Faithful Steward magazine. To receive a copy each quarter, become a FaithFi Partner by giving $35 a month or $400 a year at FaithFi.com/Give.On Today's Program, Rob Answers Listener Questions:I'm about three and a half years away from retirement and currently have more saved in traditional IRAs than Roth IRAs. Would it be wise to start converting some of those traditional funds into Roth now—even if it means taking a tax hit—to avoid higher taxes in retirement?I'm 40 years old and have several 401(k) accounts from former employers. I've received mixed advice—some financial advisors say I can't consolidate them into a single account, while another is recommending I move them into a hedge fund that claims to offer a 15–17% return. What should I do?A few years ago, we loaned our son and his wife money to build a tiny home. They're now selling it at a loss to a third party. Are there any sales tax or personal tax consequences we—or our son—should be aware of in this situation?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)I Said This, You Heard That: How Your Wiring Colors Your Communication by Kathleen EdelmanWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

You can start improving how you treat money in about 2 minutes. Overcomplicated spreadsheets and spending rules often leave people feeling like they've failed. That's why I love what I call micro-dosing your financial habits. Microdosing financial habits means taking small, consistent, low-lift actions that support your financial well-being.

Episode 89: In today's episode, we talk about the small things that have made a big impact in our relationship. From being each other's biggest cheerleaders to learning how to navigate conflict with care, we dive into the basics that have become the foundation of a strong relationship. We get into love languages, shared definitions of fun, emotional support, money habits, and the importance of being aligned on future plans. These things might sound simple, but they've been necessary for us. Whether you're in a relationship or reflecting on what you want in one, this episode is full of the things that have worked really well for us! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textFive Essential Habits for High-Income Earners: Maximize Your Financial SuccessIn this episode of the Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner and owner of Palm Valley Wealth Management, discusses five critical habits that high-income earners should adopt to achieve financial freedom and reduce stress. He emphasizes leveraging income to accelerate savings, making intentional lifestyle decisions, maintaining strong financial communication with a spouse, minimizing consumer debt, and surrounding oneself with financial experts. Current tax legislation and its implications are also briefly touched upon. Hunter provides actionable insights on automating savings, budgeting effectively, and building a solid financial plan to enable early retirement and financial independence.00:00 Introduction to Financial Freedom01:31 Current Events: Tax Bill Updates02:51 Habit 1: Leveraging Income for Savings07:54 Habit 2: Intentional Lifestyle Decisions11:10 Habit 3: Communication with Spouse14:14 Habit 4: Minimizing Consumer Debt16:39 Habit 5: Surrounding Yourself with Experts18:32 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

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

On this episode of Your Retirement Radio Podcast, Kevin discusses the essential aspects of retirement planning, addressing common concerns such as whether individuals have saved enough for retirement and how to create a personalized retirement plan. He emphasizes the importance of understanding one's financial habits, planning for longevity, and ensuring a steady income stream throughout retirement. Kevin also highlights the unique approach of Madden Wealth Advisors in helping clients achieve their retirement goals through education and tailored strategies. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

Ep.293 Gabriel ShahinJoin Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, as he dives into Chapter Two of his book How Rich People Build Healthy Financial Habits in this episode of More Knowledge, More Wealth.Here's what you'll learn:→ The most common financial habits that separate the wealthy from the rest→ Why “saving first” is more powerful than budgeting→ How discipline and consistent investing drive long-term growth→ The importance of sacrifice and patience in achieving financial goals→ How clear communication around money can strengthen relationshipsGabriel also shares personal stories and actionable strategies to help you build lasting financial habits and create long-term prosperity.

They say that crisis reveals character, and for a brief moment, the pandemic revealed surprising financial resilience.Many Americans experienced a rare financial reset during that season, as savings rose and debt declined. But five years later, much of that progress has unraveled. Dr. Shane Enete joins us to unpack what changed—and how believers can respond faithfully in a culture gripped by renewed financial anxiety.Dr. Shane Enete is an Associate Professor of Finance at Biola University and founded the Biola Center for Financial Planning. He is also the author of the book Whole Heart Finances: A Jesus-Centered Guide to Managing Your Money with Joy.The Unexpected Silver Lining of the PandemicWhen the COVID-19 pandemic brought life to a standstill, something surprising happened with our money. Instead of overspending, many Americans buckled down.Research from the Federal Reserve Bank of Boston and the U.S. Government Accountability Office showed that people used pandemic stimulus checks to reduce credit card balances and cut spending. Simultaneously, emergency fund levels rose to 20-year highs.With fewer opportunities to spend and greater economic vulnerability, people embraced margin, paid down debt, and began saving like never before. It was a rare moment of collective financial wisdom.The Return to Old HabitsBut that moment didn't last.Fast-forward to today, and the picture looks far less encouraging. Credit card debt has now surpassed $1 trillion, and six in ten Americans are uncomfortable with their emergency savings, up from just 37% before the pandemic.The decline in financial well-being is measurable. According to the CFPB's 2024 Making Ends Meet survey, the average financial well-being score dropped from 55 to 49. This score reflects how confident households feel about meeting basic expenses, like paying bills and putting food on the table.Even more concerning: over one in three Americans now carry more credit card debt than they have saved. And 42% say they couldn't go even one month without income before falling behind.Why It Matters for ChristiansSo, what's going on? Why the backslide? The answer lies not just in behavior but also in belief.Fear takes over when Jesus isn't present in our financial decisions. We start believing that we have to carry the full weight of financial responsibility. But Scripture reminds us that we have a good Father and a faithful Shepherd who provides for His children.As believers, we're called to live differently—to manage God's resources with wisdom, margin, and generosity. This begins with a mindset shift from ownership to stewardship.Many people dread the word “budget”, but we should really see this through a new lens. If budgeting is about tracking God's provision—your daily bread, your shelter, your gas money—then it becomes an act of gratitude. It's a moment to declare God's goodness.”By embracing this spiritual practice, we open a line of communication with the Lord about our finances. Budgeting isn't just math. It's discipleship.Your Next Step Toward StewardshipWhere do you begin if you want to live this way?Start simple and track your spending. Shine a light on your habits without judgment. What you illuminate can be transformed. Ephesians 5:13 says, “But everything exposed by the light becomes visible—and everything that is illuminated becomes a light.”Using tools like the FaithFi app can help you begin this journey. And remember, you don't have to walk it alone.Living within your means, avoiding debt, and giving generously stand out in a culture of consumption. They testify to the Spirit's work in our lives, especially the fruit of self-control.When believers manage money wisely, they display a beautiful trait of the Holy Spirit. They model a life that's free, sustainable, and others-focused—the kind of financial light the world desperately needs.To read Dr. Enete's full article in the latest issue of our quarterly magazine, Faithful Steward, become a FaithFi Partner today with a gift of $35 a month or $400 a year. Just visit FaithFi.com/Partner to join.On Today's Program, Rob Answers Listener Questions:My mother, who's in her 90s, is going to be selling my house, which I've owned for over 30 years. It looks like the sale may exceed the $250,000 capital gains exemption. If the profit goes over by, say, $20,000, what happens? How is that taxed, and how soon would she have to address it after the sale?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Heart for LebanonWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

During the pandemic, many Americans experienced a rare financial reset, as savings rose and debt declined. But five years later, much of that progress has unraveled. On today's Faith & Finance Live, Dr. Shane Enete will join Rob West to unpack what changed—and how believers can respond faithfully in a culture gripped by renewed financial anxiety. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3149: Brian Tracy breaks down the five core reasons most people fail to achieve financial independence, from never realizing wealth is possible for them to lacking long-term perspective. He explains how procrastination, poor financial habits, and indecisiveness prevent many from building real wealth, offering actionable mindset shifts for anyone ready to break the cycle. Read along with the original article(s) here: https://www.briantracy.com/blog/general/5-reasons-why-most-dont-become-wealthy/ Quotes to ponder: "If it never occurs to them, then they never take any of the steps necessary to make it a reality." "The primary reason for underachievement and failure is that the great majority of people don't decide to be successful." "If you cannot delay gratification, and discipline yourself to refrain from spending everything you make, you cannot become wealthy." Episode references: The Millionaire Next Door: https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474 Learn more about your ad choices. Visit megaphone.fm/adchoices

Brandon here. Look — I get it. Financial episodes don't usually light people's hair on fire. But this one? This one's different. Chris and I sat down with Jim Emerich and Melissa Zinni from Backbone CFO — and I walked away with real answers to questions I've been wrestling with in my own business. This convo was way more than spreadsheets and P&Ls. We got into the real mindset traps that keep us stuck — and the strategic moves that can unlock margin and cash flow. Why you should listen: (34:42) Why business owners freeze — and how to break through indecision. (41:42) Controller vs. CFO — know the difference, save your business. (13:40) Expanding locations? Avoid the cash flow sucker punch. (47:43) What 20% profit actually looks like — and how to get there. (57:52) How one company saved $50K by ditching a bloated setup. (51:15) Self-insurance and group captives — the financial hacks nobody's using. This one's loaded with takeaways. If you're trying to scale smart and stop leaving money on the table, don't skip it. Thank you sponsors! Liftify is for restorers who are looking to accelerate their online reviews. Consistent and fresh Google Reviews are critical to growing your online presence and establishing trust with your brand. Don't leave it to chance; partner with Liftify and let them capture the feedback your team has earned. https://www.liftify.com/floodlight AnswerForce transforms the restoration industry by providing round-the-clock answering solutions. Their skilled team ensures no call goes unanswered, capturing and qualifying leads, scheduling appointments, and enhancing customer satisfaction. Benefit from industry expertise, scalability, and customized scripting while saving costs compared to in-house solutions. With AnswerForce, your business growth potential becomes limitless. https://www.answerforce.com/floodlight C&R Magazine is the industry's oldest and longest-running media outlet. The team brings restorers all the current news, developments, education and resources that impact our business and the teams we lead. From print media to podcasts, C&R ensures the industry news you need is accessible from anywhere. https://candrmagazine.com Actionable Insights. The Actionable Xactimate Profile by Actionable Insights offers live guidance for more accurate and complete estimates in Xactimate, preventing costly errors and improving your team's workflow. It's an essential upgrade for enhanced estimating accuracy and efficiency. https://getinsights.org/floodlight Did you know... Only 30% of businesses listed for sale actually find a buyer? Even more striking, just 10% of those sell for the price their owners anticipated or higher, meaning only 3% of all business owners achieve their desired sale price. By focusing on understanding and enhancing your enterprise value, you can significantly boost your chances of joining that successful 3%. Business Health & Value Assessment Start AssessmentKnow Your Enterprise Value. See Your Potential Gaps. Complete this assessment in less than 15 minutes and receive a free assessment for your business that includes: A Lite Valuation Of Your Business Your Value Multiplier Per Your Industry Health Assessment Per Our PYB Methodology Business Value & Growth Roadmap Tailored For You Value Acceleration Strategies

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 3149: Brian Tracy breaks down the five core reasons most people fail to achieve financial independence, from never realizing wealth is possible for them to lacking long-term perspective. He explains how procrastination, poor financial habits, and indecisiveness prevent many from building real wealth, offering actionable mindset shifts for anyone ready to break the cycle. Read along with the original article(s) here: https://www.briantracy.com/blog/general/5-reasons-why-most-dont-become-wealthy/ Quotes to ponder: "If it never occurs to them, then they never take any of the steps necessary to make it a reality." "The primary reason for underachievement and failure is that the great majority of people don't decide to be successful." "If you cannot delay gratification, and discipline yourself to refrain from spending everything you make, you cannot become wealthy." Episode references: The Millionaire Next Door: https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3149: Brian Tracy breaks down the five core reasons most people fail to achieve financial independence, from never realizing wealth is possible for them to lacking long-term perspective. He explains how procrastination, poor financial habits, and indecisiveness prevent many from building real wealth, offering actionable mindset shifts for anyone ready to break the cycle. Read along with the original article(s) here: https://www.briantracy.com/blog/general/5-reasons-why-most-dont-become-wealthy/ Quotes to ponder: "If it never occurs to them, then they never take any of the steps necessary to make it a reality." "The primary reason for underachievement and failure is that the great majority of people don't decide to be successful." "If you cannot delay gratification, and discipline yourself to refrain from spending everything you make, you cannot become wealthy." Episode references: The Millionaire Next Door: https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474 Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3128: Mark Dennis shares practical strategies for building financial habits that actually last, emphasizing the importance of values-based goals, small wins, and systems over willpower. Learn how to align your money behavior with your long-term vision through habit science and simple, repeatable actions. Read along with the original article(s) here: https://www.financialfinesse.com/2018/03/16/how-to-adopt-financial-habits-that-stick/ Quotes to ponder: "One of the most important steps in adopting better financial habits is identifying a strong, personal motivation behind the behavior." "Motivation gets you started, but systems are what keep you going." "If the habit is too big or too drastic a change from your current behavior, it's likely to fail." Episode references: BJ Fogg's Behavior Model: https://www.behaviormodel.org/ Tiny Habits by BJ Fogg: https://www.amazon.com/Tiny-Habits-Changes-Everything/dp/0358003326 Betterment (automated investing): https://www.betterment.com/ You Need a Budget (YNAB): https://www.youneedabudget.com/ The Power of Habit: https://www.amazon.com/Power-Habit-What-Life-Business/dp/081298160X Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3128: Mark Dennis shares practical strategies for building financial habits that actually last, emphasizing the importance of values-based goals, small wins, and systems over willpower. Learn how to align your money behavior with your long-term vision through habit science and simple, repeatable actions. Read along with the original article(s) here: https://www.financialfinesse.com/2018/03/16/how-to-adopt-financial-habits-that-stick/ Quotes to ponder: "One of the most important steps in adopting better financial habits is identifying a strong, personal motivation behind the behavior." "Motivation gets you started, but systems are what keep you going." "If the habit is too big or too drastic a change from your current behavior, it's likely to fail." Episode references: BJ Fogg's Behavior Model: https://www.behaviormodel.org/ Tiny Habits by BJ Fogg: https://www.amazon.com/Tiny-Habits-Changes-Everything/dp/0358003326 Betterment (automated investing): https://www.betterment.com/ You Need a Budget (YNAB): https://www.youneedabudget.com/ The Power of Habit: https://www.amazon.com/Power-Habit-What-Life-Business/dp/081298160X Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3128: Mark Dennis shares practical strategies for building financial habits that actually last, emphasizing the importance of values-based goals, small wins, and systems over willpower. Learn how to align your money behavior with your long-term vision through habit science and simple, repeatable actions. Read along with the original article(s) here: https://www.financialfinesse.com/2018/03/16/how-to-adopt-financial-habits-that-stick/ Quotes to ponder: "One of the most important steps in adopting better financial habits is identifying a strong, personal motivation behind the behavior." "Motivation gets you started, but systems are what keep you going." "If the habit is too big or too drastic a change from your current behavior, it's likely to fail." Episode references: BJ Fogg's Behavior Model: https://www.behaviormodel.org/ Tiny Habits by BJ Fogg: https://www.amazon.com/Tiny-Habits-Changes-Everything/dp/0358003326 Betterment (automated investing): https://www.betterment.com/ You Need a Budget (YNAB): https://www.youneedabudget.com/ The Power of Habit: https://www.amazon.com/Power-Habit-What-Life-Business/dp/081298160X Learn more about your ad choices. Visit megaphone.fm/adchoices

Feeling stuck or overwhelmed by your finances? You're not alone—and you're not out of options. In this episode of Ask Gregory, Gregory Ricks helps you reconnect with your financial goals by making them personal, achievable, and even enjoyable. From shifting your mindset about emergency funds (hello, “reserve accounts”) to choosing the best debt payoff strategy, Gregory lays out realistic, motivating steps anyone can take and ways to make financial goal setting fun! Whether you're ready to start saving, stop stressing over credit cards, or just want to feel more in control, this episode gives you the motivation and tools to make it happen.For more episodes like this head over to www.gregoryricks.com/podcastFor the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?CLICK HERE to Book a Consultation The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.

Money stress is everywhere right now — rising interest rates, the cost of living crisis, inflation, layoffs, and a looming recession — we're all feeling it. But the truth is, even in financially prosperous times, money can be a point of shame, anxiety, guilt, and avoidance for a lot of us. Your money history and money story shape your financial security throughout your life — but you can rewrite that story and heal your money mindset.In this episode, we dive deep into the psychology of money and how to heal your relationship with it, so you can stop toxic financial habits, rewire your mindset, and *actually* build long-term wealth.We called back returning guest, Jessica Moorhouse—Accredited Financial Counsellor, bestselling author of Everything but Money, host of the More Money Podcast, and a leading voice on personal finance and emotional literacy in financial wellness.This isn't just another budgeting or investing 101 episode… it's a mindset shift that can set you up for success in your personal finances and your close relationships. Whether you're  struggling with debt or making $250K, this conversation will help you stop self-sabotage, understand your unconscious toxic beliefs, and make an actionable plan toward financial security.Tune in to hear more about:The emotional roots of money anxiety, guilt, shame, envy, and fearUnderstanding the 3 toxic money patterns that keep you stuck (avoidance, money worship, and relationship codependence)The impact of shame and judgment in your financial journey — and how to break that shame cycleHow ADHD and neurodivergence can affect spending, saving, and money organizationHow your attachment style impacts your financial behaviour and the way you deal with money in relationshipsThe #1 mistake most people are making with moneyActionable advice for building wealth if you're in debt or low incomeHow to manage setting up an emergency fund VS paying off debt VS investingHow to recession-proof your financial plan right nowCheck out Jessica's book, Everything but Money.Follow Jessica on Instagram, YouTube, and her website.For advertising and sponsorship inquiries, please contact Frequency Podcast Network. Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

In this conversation, Kevin discusses the evolving landscape of retirement planning, emphasizing the importance of diversification and understanding modern asset allocation strategies. He highlights the complexities of retirement today compared to previous generations, the necessity of personalized financial planning, and the significance of adopting good financial habits. Madden also stresses the importance of planning for longevity and the value of professional guidance in achieving a successful retirement. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

In this episode, I share the key financial habits that helped me go from stressed and disorganized to running a profitable, debt-free business with real margin.

People have specific things they do with their money that may not always be the best for them. Pat takes a look at what you might want to change regarding your situation. He also goes over the experience of being a client with a financial professional, as well as looking at ways to stay active in retirement.

Life's big moments, like marriage and having children, are exciting milestones. These milestones do require thoughtful financial planning. In this episode of Purposeful Planning, we explore essential financial moves for newly married couples and first-time parents. From budgeting and emergency funds to insurance and estate planning, discover how establishing good habits now can create security for decades to come. Sources: https://www.aspenwealthmgmt.com/resource-center/blog/different-stages-of-the-financial-journey https://www.aspenwealthmgmt.com/resource-center/financial-planning/good-financial-habits-for-young-couples https://www.investopedia.com/terms/1/529plan.asp The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. This recorded posting utilizes AI generated voiceovers. While the Firm strictly prohibits the use of AI for advisory activities constituting investment advice, financial plans, portfolio analysis and management, and reporting, the use of AI for other purposes, such as voiceovers, is permitted and utilized for the firm's recordings. Hosted on Acast. See acast.com/privacy for more information.

Book your complimentary financial consultation sessionhttps://calendly.com/wamalawellness/n...Say hi on social:Instagram:  / jacentwamala  YouTube Video URL: *Affiliate Disclaimer:Note information shared is for educational purposes only. Thank you for your support!#JacentsWamala #moneymindset #moneycoach

The Bulletproof Dental Podcast Episode 387 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak GUEST: Randy Smith DESCRIPTION Financial expert Randy joins Craig and Peter to discuss wealth management essentials, covering investment mindsets, asset allocation, and market differences. They emphasize developing saving habits, overcoming investment fears, and the importance of financial education. The conversation explores diversification strategies, economic forecasts, and emotional aspects of investing, which are particularly relevant for dental professionals seeking long-term financial success. TAKEAWAYS Investing like the rich is about knowledge. Don't lose your capital; that's rule number one. The wealthy invest in multiple asset classes. Cash can be a good investment in a downturn. Diversification is key to financial stability. Private equity often outperforms public markets. The habit of saving is crucial for financial success. Investing is not just about stocks; it's broader. Fear keeps many from investing at all. Most people struggle with financial habits and savings. Recessions are a normal part of the economic cycle. Investing should be approached with a long-term mindset. Emotional drivers can negatively impact investment decisions. Every dollar invested works like an employee for you. Building wealth requires consistent and disciplined investing. Having a clear financial roadmap is essential for success. CHAPTERS 00:00 Introduction to Financial Wisdom 02:50 Understanding the Investment Strategies of the Wealthy 06:08 The Importance of Specific Knowledge in Investing 08:57 Asset Allocation and Diversification Explained 11:48 Private Equity vs. Public Markets 15:02 The Role of Cash and Risk Management 18:06 Overcoming Investment Fears 25:35 The Importance of Financial Habits 30:06 Investing Basics and Diversification 35:33 Market Trends and Predictions 40:04 Building Wealth Through Consistent Investing REFERENCES Bulletproof Summit Bulletproof Mastermind  

If you're a founder doing at least $3M/year in sales, check out Hampton: https://www.joinhampton.com/.Vinay Hiremath co-founded Loom and sold it for nearly $1 billion… then walked away from $60 million, gave most of his early money to his parents, and now he's looking for internships.Here's what we talk about:How Vinay went from broke stoner to $50–70 million exitWhy he voluntarily left tens of millions on the table—and doesn't regret itThe emotional crash that came after the deal closedWhat happens when your ego, identity, and wealth all collideThe moment he paid off his parents' mortgage—and why it meant more than the moneyHis portfolio breakdown (hint: half of it's just sitting in cash)Why he's now learning physics and applying for internships in roboticsThe surprising amount of money he thinks you actually need to be freeCool Links:Hampton https://www.joinhampton.com/Lower Street https://www.lowerstreet.co/Vinay's Blog Post: I'm Rich and Have No Idea What To Do With My Life vinay.sh/i-am-rich-and-have-no-idea-what-to-do-with-my-lifeKubera – Net Worth Tracker https://www.kubera.com/Monarch Money https://www.monarchmoney.com/Chapters:(00:00) Introduction and Personal Struggles(06:24) Vinay's Early Life and Education(08:43) Starting Loom and Early Challenges(12:40) Loom's Growth and Success(17:18) Vinay's Personal Finance Journey(22:25) Reflecting on Wealth and Identity(26:40) The Viral Blog Post(29:15) Overcoming Childhood Challenges(30:10) Selling the Company: Mixed Emotions(32:37) Post-Exit Life: Investments and Strategies(34:49) Embracing Chaos and Self-Discovery(42:41) Financial Habits and Spending(48:00) Pursuing New Passions and Learning(53:21) Calculating Financial FreedomThis podcast is a ridiculous concept: high-net-worth people reveal their personal finances.Inspired by real conversations happening in the Hampton community.Your Host:Sam ParrFounder of Hampton, a private community for CEOs.Sold his last company, The Hustle, for tens of millions.

If you're a founder doing at least $3M/year in sales, check out Hampton: https://www.joinhampton.com/. Vinay Hiremath co-founded Loom and sold it for nearly $1 billion… then walked away from $60 million, gave most of his early money to his parents, and now he's looking for internships. Here's what we talk about: How Vinay went from broke stoner to $50–70 million exit Why he voluntarily left tens of millions on the table—and doesn't regret it The emotional crash that came after the deal closed What happens when your ego, identity, and wealth all collide The moment he paid off his parents' mortgage—and why it meant more than the money His portfolio breakdown (hint: half of it's just sitting in cash) Why he's now learning physics and applying for internships in robotics The surprising amount of money he thinks you actually need to be free Cool Links: Hampton https://www.joinhampton.com/ Lower Street https://www.lowerstreet.co/ Vinay's Blog Post: I'm Rich and Have No Idea What To Do With My Life vinay.sh/i-am-rich-and-have-no-idea-what-to-do-with-my-life Kubera – Net Worth Tracker https://www.kubera.com/ Monarch Money https://www.monarchmoney.com/ Chapters: (00:00) Introduction and Personal Struggles (06:24) Vinay's Early Life and Education (08:43) Starting Loom and Early Challenges (12:40) Loom's Growth and Success (17:18) Vinay's Personal Finance Journey (22:25) Reflecting on Wealth and Identity (26:40) The Viral Blog Post (29:15) Overcoming Childhood Challenges (30:10) Selling the Company: Mixed Emotions (32:37) Post-Exit Life: Investments and Strategies (34:49) Embracing Chaos and Self-Discovery (42:41) Financial Habits and Spending (48:00) Pursuing New Passions and Learning (53:21) Calculating Financial Freedom This podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community. Your Host: Sam Parr Founder of Hampton, a private community for CEOs. Sold his last company, The Hustle, for tens of millions.

In this episode of "The Free Lawyer," host Gary converses with Emil Abedian, a CPA specializing in accounting and tax services for solo and small law firms. Emil shares his journey from Sweden to California and emphasizes the importance of understanding financial management in legal practices. He discusses common financial challenges, such as cash flow issues and inefficient billing practices, and offers solutions like regular financial reviews and prompt invoicing. Emil also highlights the significance of viewing a law practice as a business, embracing technology, and engaging in effective tax planning to ensure sustainable growth and success.Emil Abedian is the CEO and Founder of Counsel CPAs, an accounting firm dedicated exclusively to supporting solo and small law firms across the United States. With 20 years of experience, beginning in Sweden and advancing in Los Angeles, Emil has gained an in-depth understanding of the distinct financial challenges that law firms face—challenges that extend beyond conventional accounting solutions. Emil identified a gap in the industry early on, realizing that many law firms were missing out on valuable billable hours and strategic financial guidance due to traditional compliance-only accounting approaches. He established Counsel CPAs to fill that gap, offering not just tax services but a proactive, year-round advisory model tailored specifically to the law firm sector.Counsel CPAs is designed to relieve law firm owners of the financial burdens that can stifle growth and profitability. Emil and his team provide comprehensive services, including tax planning, CFO-level financial guidance, and operational insights, enabling their clients to focus on delivering legal expertise rather than managing financial complexities. Emil's approach emphasizes the role of the CPA as a strategic business ally, committed to understanding each client's unique goals and partnering with them to achieve sustainable success. This collaborative, hands-on model underscores Emil's dedication to fostering long-term client relationships and delivering value that extends beyond annual tax returns.Mindset Shift for Lawyers (00:04:13)Common Financial Pitfalls (00:05:31)Billing Practices (00:07:48)Engagement with Clients (00:08:56)Breaking the Overwhelm (00:09:58)Key Financial Metrics (00:11:06)Partner-Like Relationship (00:12:42)Financial Blind Spots (00:13:58)Improving Cash Flow Systems (00:16:22)Financial Habits of Successful Firms (00:17:48)Starting a Law Practice (00:19:15)Understanding Investment in Systems (00:20:52)Seeing Your Firm as a Business (00:21:55)The Importance of Investing (00:22:14)Technology and Automation Benefits (00:24:45)Utilizing Practice Management Software (00:25:06)Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free Would you like to schedule a complimentary discovery call? You can do so here: https://calendly.com/garymiles-successcoach/one-one-discovery-call

BONUS Episode: Let's talk about money—because let's be real, balancing student loans, saving for the future, and actually enjoying life can feel overwhelming. That's why we're bringing you a special finance episode with Certified Financial Planner® Mike Quattrochi, a millennial leader who's helping young professionals build financial wellness without the stress.In this episode, Mike breaks down the biggest financial mistakes young professionals make (and how to avoid them), why employer benefits are your secret weapon, and how to start small with savings and investing without feeling like you're sacrificing everything fun. Key Takeaways:// Learn how to balance saving, spending, and investing so you can enjoy life and build wealth.// Discover common mistakes people make when managing debt and how to tackle yours strategically.// Mike explains why you should never leave matching contributions on the table and what other workplace perks you should be taking advantage of.// Whether it's savings, investing, or debt repayment, learn simple ways to start now and build momentum over time.// Mike shares key financial and career strategies to help you level up in both money and leadership.Connect with Mike: LinkedInLearn more about Mike's firm: WebsiteSpecial thanks to Marlon Gordon and NxtGen Network for the studio space____Say hi! DM me on Instagram and let us know what content you want to hear on the show - I can't wait to hear from you! Please also consider rating the show and leaving a review, as that helps us tremendously as we move forward in this Marketing Happy Hour journey and create more content for all of you. ⁠Join our FREE Open Jobs group on LinkedIn:⁠Join now⁠Get the latest from MHH, straight to your inbox: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our email list!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow MHH on Social: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

From shifting deep-seated money beliefs to mastering the art of financial empowerment, these episodes are packed with wisdom to help you take bold steps forward. Whether you're navigating entrepreneurship, striving for abundance, or just looking to build a better financial future, this series is your roadmap. Season 7, Episode 175Unlocking Financial Abundance: 10 Common Money Mindset Blocks (and How to Overcome Them)https://www.allisonwalshconsulting.com/podcast/episode/cbd10025/unlocking-financial-abundance-10-common-money-mindset-blocks-and-how-to-overcome-themSeason 7, Episode 172How To Unlock Wealth Consciousness with Shamina Taylorhttps://www.allisonwalshconsulting.com/podcast/episode/2699d127/how-to-unlock-wealth-consciousness-with-shamina-taylorSeason 7, Episode 169How To Minimize Your Taxable Income As A Business Owner with Barbara Schreihanshttps://www.allisonwalshconsulting.com/podcast/episode/3a79472e/how-to-minimize-your-taxable-income-as-a-business-owner-with-barbara-schreihansSeason 7, Episode 160How To Create Financial Freedom with Chelsey Diazhttps://www.allisonwalshconsulting.com/podcast/episode/2f51c516/how-to-create-financial-freedom-with-chelsey-diazSeason 2, Episode 27How to Transform Your Money Mindset with Paige Pritchardhttps://www.allisonwalshconsulting.com/podcast/episode/1de926c2/how-to-transform-your-money-mindset-with-paige-pritchardSeason 3, Episode 72How To Keep What You Earn with Shannon Weinsteinhttps://www.allisonwalshconsulting.com/podcast/episode/303bc4b3/how-to-keep-what-you-earn-with-shannon-weinsteinSeason 5, Episode 115How To Attract Your Ideal Client with Robyn Cranehttps://www.allisonwalshconsulting.com/podcast/episode/1f84e863/how-to-attract-your-ideal-client-with-robyn-craneSpotify Playlist:https://open.spotify.com/playlist/7vZp5I6UIw6LoQvuMXwRJN Connect with AllisonInterested in working together? Fill out this form.www.instagram.com/allisonwalshwww.shebelievedbook.comwww.allisonwalshconsulting.comwww.abundantsuccesss.co

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 3015: Daneika of Learning2Fly.org shares five essential financial habits every powerful woman should cultivate to create financial freedom and stability. From paying yourself first and living below your means to eliminating debt and building an opportunity fund, these habits empower women to take control of their financial future. By mastering these principles, you'll have the flexibility to embrace opportunities and navigate life's uncertainties with confidence. Read along with the original article(s) here: https://learning2fly.org/5-financial-habits-every-powerful-woman-needs/ Quotes to ponder: "Your biggest financial obligation is to yourself first." "The more of a gap you can create between what you earn and what you spend, the easier it will be to navigate a sudden job loss, an unexpected medical condition, or major car repair." "Whatever long-term goals you may have, deciding to create an opportunity fund for yourself will give you the ability to say yes to your deepest desires and dreams in the future." Learn more about your ad choices. Visit megaphone.fm/adchoices

Hey there, fellow investor! Ready to learn from the best? Today, we're joined by Rizwan Memon, a seasoned trader with over 17 years of experience and over $10.5 million in verified trading profits. Rizwan shares his insights on building wealth through trading, from overcoming fear to developing winning strategies. Whether you're just starting or looking to refine your approach, this conversation is packed with valuable wisdom. ✅ Stay Connected With SEP:

Welcome to another transformative episode of the Building Your Money Machine Show. Today, we're going to identify and dismantle the nine financial habits holding you back in your 40s — wisdom that's not bound by age. Whether you're in your 20s, 30s, 40s, or beyond, this episode is laden with timeless advice to elevate your financial journey.In your 40s, you're at a crucial juncture where every financial decision holds more weight. From rising incomes to escalating expenses with kids, mortgages, and aging parents, the stakes are high. Are your habits setting you up for financial freedom or potential devastation? That's what we'll uncover today.In this episode, I break down the nine must-adopt financial habits by your 40s to regain control, build wealth, and secure the financial future you deserve. These aren't quick fixes but methodology-backed steps that have transformed the lives of my clients and can do the same for you.We'll talk about building an emergency fund, consistent investing, prioritizing value-aligned spending, and expanding your financial literacy. I'll also urge you to plan for health expenses and align your financial strategies with your bigger life goals.IN TODAY'S EPISODE, I DISCUSS:Creating a clear and intentional financial planUsing cash, not credit, for lifestyle expensesBuilding a fully-funded emergency fundSpending aligned with your values, not social expectationsInvesting in your financial educationPlanning for rising health expenses and securing your financial futureRECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/The Real Reason Why You Feel Behind FinanciallyHow to Stay Ahead as the Middle Class ShrinksWhy Your Retirement Budget Is Most Likely WRONGLife Advice From A 63 Year Old Self Made MillionaireMy Copy-Paste Strategy To Become Wealthy The Lazy WayRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:The Real Reason Why You Feel Behind Financially: https://youtu.be/sKEzMGS_S-UHow to Stay Ahead as the Middle Class Shrinks: https://youtu.be/p-UYDsS879YWhy Your Retirement Budget Is Most Likely WRONG: https://youtu.be/vrNcnIJxg1cLife Advice From A 63 Year Old Self Made Millionaire: https://youtu.be/tNhWvaddcjoORDER 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

As we say goodbye to 2024, let's also bid farewell to some less than ideal money habits — like unnecessary impulse purchases, credit card debt getting out of hand and the trap of lifestyle creep. This episode will give helpful tips on how to start the new year on good financial footing. Sign up for Life Kit's Guide to Dry January, our special newsletter series: http://npr.org/dryjanuaryLearn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy