Podcasts about financial life

Estate planning isn't a separate "legal chore" you do once and forget — it's a core part of financial planning that helps your money decisions work the way you intend, both during your lifetime and after. In this episode of Something More with Chris Boyd, Chris Boyd and Russ Ball explain why estate planning belongs in the same conversation as retirement planning, tax strategy, investment design, and risk management. They break down the foundational documents (wills, trusts, powers of attorney, and healthcare directives), but the bigger point is how these tools coordinate with everything else you're doing financially. Your account titling, beneficiary designations, cash flow plan, tax planning, and long-term projections can all be impacted by what your estate documents say — and by whether your plan is properly implemented and kept up to date. The episode also highlights a common gap: people often have an attorney, an investment account, and a tax preparer operating in silos. Chris and Russ discuss why integrated planning helps "connect the dots," so your investments and planning strategies align with your estate goals, family dynamics, and potential tax exposure over time. If you've ever wondered "Do I really need a trust?" or "Is my plan still accurate after life changes?" this conversation reframes estate planning as a practical, living part of your overall financial strategy — designed to reduce confusion, improve outcomes, and support the life you want to live (and the legacy you want to leave). #EstatePlanning #FinancialPlanning #WealthStrategy #TaxStrategy #RetirementPlanning #LegacyPlanning #SomethingMoreWithChrisBoyd

When Beth Kobliner published Get a Financial Life nearly 30 years ago, the average first-time homebuyer in America was 28 years old.Today? It's 40.That one number captures just how dramatically the financial landscape has changed for young adults. The rules many of us grew up with—go to college, get a good job, buy a home, build wealth—don't seem to work quite the same way anymore.And yet, Beth isn't here to tell us the system is hopeless.In fact, after spending years talking with high school students, college graduates, and young workers across the country, she says she sees something surprising: Gen Z may be one of the most financially aware generations we've ever seen.Today, Beth joins me to discuss the newly updated edition of her classic book, Get a Financial Life, and what young people really need to know about money in 2026. We talk about student debt, housing affordability, retirement, investing, financial influencers, and why some of the most powerful financial advice is also the most boring.If you've ever wondered whether the old money rules still apply—or what new rules have replaced them—this conversation is for you.Learn more about Farnoosh's upcoming literary workshop Book to Brand. Early bird registration is now open! Hosted on Acast. See acast.com/privacy for more information.

Be intentional. Design Your New Life in Retirement. Our next groups start in September. The very early registration discount ends June 21st. Learn more. What if everything you've been told about retirement is quietly working against you? John Coleman has spent his career around money and purpose, which makes his message all the more striking: money is a tool, not the point. In his new book, Good Money: Six Steps to Building a Financial Life with Purpose, he rethinks personal finance around human flourishing, and one of his steps reframes retirement itself: save for freedom, not retirement. We explore why the conventional retirement script, a withdrawl into pure leisure, carries real costs to meaning, community, and health; how continued, self-directed work changes both the math and the meaning of your plan; why your worth is never your net worth; and how to design your next chapter deliberately. It's a conversation that bridges the financial and non-financial sides of retirement, looks at retirement and purpose, and gives you a fresh way to think about what comes next. John Coleman joins us from Atlanta. ________________________ Bio John Coleman is the author of Good Money: Six Steps to Building a Financial Life with Purpose and The HBR Guide to Crafting Your Purpose. He is Co-CEO of Sovereign's Capital. He has prior professional experience at McKinsey Company, Invesco, and Bridgewater Associates, among others. He's active in his community, with current or prior experience on the boards of Teneo, the Heritage Foundation, Berry College, the DeKalb County School System, the Georgia Student Finance Commission, the Georgia Charter Schools Association, and the Georgia Independent College Association. He's been recognized as a Term Member at the Council on Foreign Relations, a Presidential Leadership Scholar, and as one of both Georgia Trend's and the Atlanta Business Chronicle's “40 Under 40.” A frequent contributor to Harvard Business Review, John and his work has been featured in Forbes, the Washington Post, the New York Times, the Financial Times, and the LA Times among other publications. He's previously published Passion & Purpose and How to Argue Like Jesus. John is an MBA graduate with High Distinction from the Harvard Business School, where he was Class Day Speaker and a Dean's Award Winner for leadership and service. And he's an MPA graduate of the Harvard Kennedy School, where he was a George Fellow and a Zuckerman Fellow. John lives in Atlanta with his wife Jackie, their four young children. _______________________ For More on John Coleman Good Money: Six Steps to Building a Financial Life with Purpose _______________________ Retirement Podcast Conversations You’ll Also Love How to Flourish…in Retirement – Daniel Coyle Mattering…in Retirement – Jennifer Breheny Wallace The Good Life – Marc Schulz, PhD How to Live a Meaningful Life – Dave Evans ______________________ Wise Quotes On Retirement “In general, I'm opposed to the idea of retirement…People are made for meaning, they're made to deploy their talents in productive ways…The frame I encourage people to take is that they're saving, not so that they have enough that they can withdraw from the world, but saving so that they have the buffer to engage the world in the way that they want to at the pace that they want to.” On Money “Breaking the hold that money has on us, making sure it's a tool, not a totem, is one of the very first mindsets that people need to adopt…Money isn't intrinsically good. Money is good only in so much as you use it for things that build flourishing in your lives and the lives of others.”  On Identity “Too often we fall into making our identity the things that are easiest to measure rather than things that are most important.” On Purpose “I believe purpose is a thing that's built, not found. It's crafted, it's not found.” __________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 2 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.  

In this episode of Built For Life Not Just Wealth, Ryan Burklo delves into the art of reframing your financial plan to prioritize gaining control over your time and life. He emphasizes the importance of cash flow management, protective strategies, and creating optionality in your financial decisions. By implementing effective decision-making filters, Ryan guides listeners on how to align their financial goals with their personal values, ultimately leading to a more fulfilling and balanced life.   Check out our website:  https://www.builtforlifenotjustwealth.com/ Find us on YouTube: https://www.youtube.com/@builtforlifenotjustwealth/ Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Episode 186 link: https://beerandmoney.libsyn.com/episode-186-do-you-have-a-wealth-building-account   #BuiltForLifeNotJustWealth #financialplanning #controlovertime #cashflow #insurance #optionality #decisionfilters #lifedesign #wealthmanagement   Key Topics Cash flow as control over your life Protection through insurance and estate planning Building assets for optionality and flexibility Decision filters to align financial choices with life goals   Chapters 00:00 The Real Risk in Financial Life 02:49 Reversing the Loss of Time 05:50 Four-Part Framework for Financial Control 09:03 Building Optionality and Flexibility 12:00 Actionable Steps for Financial Freedom  

Most people learn about money the hard way. In this episode, I sit down with Beth Kobliner, personal finance journalist and New York Times bestselling author of Get a Financial Life: Personal Finance in Your 20s and 30s and Make Your Kid a Money Genius (Even If You're Not), to talk about how to build a strong financial foundation before the real world hits. Beth shares her journey from ghostwriting for pioneering personal finance columnist Sylvia Porter to writing for Money magazine, and why the core principles she has taught for decades still hold up today. From avoiding credit card debt to grabbing your 401k match, the fundamentals matter more than ever. She also breaks down the new threats facing young people, from buy now pay later traps to online gambling and social media money influencers, and shares her current passion project bringing a free financial literacy curriculum to New York City public schools. In this episode, Beth Kobliner shares: Foundational money moves for young adults, including high-yield savings accounts, index funds, and 401k matching The biggest updates in the new edition of Get a Financial Life and why the basics still win How to protect yourself from modern financial traps like gambling apps, buy now pay later schemes, and crypto hype Why financial literacy education in high schools is more urgent than ever and how to bring it to your school for free + more! What's New in the Paperback Edition of Your Journey to Financial Freedom: A bonus chapter: When Life Happens: Staying on the Path to Financial Freedom Through Setbacks, Shifts, and Uncertainty A book club and discussion guide with prompts, exercises, and action steps Updated corrections from the original hardcover Exclusive bonuses when you The Fire Starter Course The Find Your FIRE Number Worksheet Other related blog posts/links mentioned in this episode: Get a Get a Financial Life: Personal Finance in Your 20s and 30s and Make Your Kid a Money Genius (Even If You're Not) Get a Financial Life NYC curriculum: getafinanciallifenyc.com Student Loan Simulator: studentaid.gov High-Yield Savings Account Comparison: bankrate.com NerdWallet: nerdwallet.com Check out the FIRE Calc Get your paperback edition of Your Journey To Financial Freedom if you haven't already. Apply to Share Your Journeyer Story, here. Join the Journey to Launch Book Club to dive deeper into financial freedom with guided discussions and resources here! Join The Weekly Newsletter List to get updates, deals & more! Leave Your Journey To Financial Freedom a review! Get The Budget Bootcamp Check out my personal website here. Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here! Connect with Beth: Website: bethkobliner.com Instagram: @BKobliner Facebook: @BethKobliner Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide

In this episode of 5 Minute Friday, we cover three timely topics:• Why markets can feel uncertain even when underlying conditions are relatively stable• A simple mid-year approach to reducing financial complexity• How to rethink productivity and purpose in retirementThis episode is designed for individuals approaching retirement or already retired who want a more structured, long-term perspective.Follow the show for weekly conversations focused on clarity, simplicity, and confidence.#RetirementPodcast #FinancialPlanning #PreRetirement #WealthStrategy #FinancialClarity #5MinuteFridayThis podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Please consult a qualified professional for guidance specific to your situation.

Today we're sharing a snippet of our recent chat with ⁠Beth Kobliner⁠, author, financial journalist, and advocate. For three decades and counting, Beth's bestseller Get a Financial Life: Personal Finance in Your Twenties and Thirties has been the leading financial guide for young people. Want more of Jill and Beth? Subscribe to ⁠Jill on Money LIVE⁠ to watch the full chat. Have a money question? Email us ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money LIVE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jill on Money Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@jillonmoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ "Jill on Money" theme music is by Joel Goodman, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.joelgoodman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

OpenAI is now allowing some ChatGPT users to connect their bank accounts and financial data directly to the platform. In this episode, we discuss the technology behind the feature, the convenience it promises, and the serious privacy and security questions it raises. From AI-generated budgeting advice to the risks of centralized financial profiling, we examine what happens when conversational AI gains visibility into your spending habits, debts, subscriptions, and financial goals. Special thanks to Guardsquare for sponsoring this episode! Guardsquare is the leader in mobile application security, with multi-layered protection for your Android and iOS apps. Learn more at Guardsquare.com. ** Links mentioned on the show ** ChatGPT Can Now Connect to Your Bank Account and See All Your Transactions https://gizmodo.com/chatgpt-can-now-connect-to-your-bank-account-and-see-all-your-transactions-2000759306 ** Watch this episode on YouTube ** ** Become a Shared Security Supporter ** Get exclusive access to bonus episodes, listen to new episodes before they are released, receive a monthly shout-out on the show, and get a discount code for 15% off merch at the Shared Security store. Become a supporter today by going to our YouTube channel's membership section: https://www.youtube.com/channel/UCg9CCDIYkDDqwEZ3UYaxjnA/join ** Thank you to our sponsors! ** SLNT Visit slnt.com to check out SLNT's amazing line of Faraday bags and other products built to protect your privacy. As a listener of this podcast you receive 10% off your order at checkout using discount code “sharedsecurity”. ** Subscribe and follow the podcast ** Subscribe on YouTube: https://www.youtube.com/c/SharedSecurityPodcast Follow us on Bluesky: https://bsky.app/profile/sharedsecurity.bsky.social Follow us on Mastodon: https://infosec.exchange/@sharedsecurity Join us on Reddit: https://www.reddit.com/r/SharedSecurityShow/ Visit our website: https://sharedsecurity.net Subscribe on your favorite podcast app: https://sharedsecurity.net/subscribe Sign-up for our email newsletter to receive updates about the podcast, contest announcements, and special offers from our sponsors: https://shared-security.beehiiv.com/subscribe Leave us a rating and review: https://ratethispodcast.com/sharedsecurity Contact us: https://sharedsecurity.net/contact The post Should AI Have Access to Your Financial Life? appeared first on Shared Security Podcast.

Thirty years ago Beth Kobliner wrote the book that a generation of financial planners handed to their clients' kids. The core advice still holds. But the world around it has changed dramatically -- frictionless spending, gambling apps disguised as investment platforms, and a housing market where the average first-time buyer is now 40. Beth comes back to the basement with an updated edition of Get a Financial Life and a clear-eyed take on what's harder now, what's easier, and what was always just common sense.What You'll Walk Away WithWhy the shift to invisible, frictionless money has made spending harder to track -- and the two-week experiment that fixes it without turning into a second jobThe yours, mine, and ours account system for couples where one person saves and one person spends -- and why autonomy is the key to avoiding money resentmentWhy putting a price tag on your goals changes your spending behavior more than any budget ever willThe biggest mistake first-time home buyers make right now -- and the math on why a 10% down payment often beats waiting for 20%Used versus new car: the $20,000 gap that makes the decision simple -- and the negotiation script that puts you in control at the dealershipStudent loan reality check for 2026 -- what's changing by July, where to run the numbers, and who qualifies for public service loan forgiveness now that it's actually workingWhy paying off a 22% credit card is mathematically equivalent to earning 22% guaranteed -- and what that means for how you prioritize your moneyThe gambling platform statistic that should alarm every parent of a 20-something: 25% of Gen Z and millennials consider online gambling an investmentThe annuity conversation most advisors won't have honestly -- what they're actually selling, what the fees really cover, and the two use cases where they might actually make senseWhy an annuity inside an IRA is, in OG's words, an abomination -- and the three questions to ask before signing anythingWhy This Matters NowWhether you're in your 40s and wishing you'd read this at 22, or you're handing it to someone who just graduated, the fundamentals Beth laid out three decades ago are still the fastest path to financial stability. What's changed is the noise around them -- and the sophistication of the products and platforms designed to get in the way.From the BasementBeth Kobliner joins Joe and OG to walk through the 30th anniversary edition of Get a Financial Life -- covering homes, cars, student loans, debt, and the new financial traps that didn't exist in 1996. The headline segment digs into a CNBC piece on why retirees are thinking about annuities wrong, which turns into one of the more honest annuity conversations the basement has had. Doug arrives with Spice Girls trivia that everyone over 35 finds embarrassingly easy. The meatloaf debate breaks out at the end and resolves nothing.Resources MentionedGet a Financial Life by Beth Kobliner -- 30th anniversary edition available wherever books are soldBeth Kobliner -- bethkobliner.comstudentaid.gov -- loan simulator and repayment plan optionsEdmunds and Kelley Blue Book -- invoice price research before car negotiations; edmunds.com, kbb.comCARFAX -- used car history reports; carfax.comCarvana, Autotrader, CarGurus -- used car shopping platformsCNBC annuities article by Greg Iacurci -- linked at stackingbenjamins.comJP Morgan Guide to the Markets -- referenced in discussion; search "JP Morgan Guide to the Markets"Stacking Benjamins Newsletter (The 201) -- stackingbenjamins.com/201Stacking Benjamins Vault -- stackingbenjamins.com/vaultStacking Benjamins Meetups -- stackingbenjamins.com/meetupStacking Benjamins Community -- stackingbenjamins.com/basementSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Author John Coleman spent his early years in a single-wide mobile home in the USA. When it rained in Florida, the family would buy movie tickets, and wait out the storm safely in the theatre. Today he is Co-CEO of Sovereign's Capital which invests in public equities, private equities and venture capital. Michelle Martin finds out how John's six-step framework in his book "Good Money, Six Steps to Building a Financial Life with Purpose" can help us change our relationship with money, so we can design a richer life across dimensions that we know, map to living well.See omnystudio.com/listener for privacy information.

On this episode of Your Financial Choices, Laurie Siebert explains the elements of financial planning and why doing so is important. Listener questions are also accepted.

Boortz reflects on lessons from his long radio career, emphasizing personal responsibility and how financial decisions shape life outcomes. He critiques common consumer habits around buying new cars and long-term financing, warning that they can lead to lasting debt. He encourages listeners to avoid unnecessary payments, live within their means, and think long-term when making financial choices.See omnystudio.com/listener for privacy information.

Boortz reflects on lessons from his long radio career, emphasizing personal responsibility and how financial decisions shape life outcomes. He critiques common consumer habits around buying new cars and long-term financing, warning that they can lead to lasting debt. He encourages listeners to avoid unnecessary payments, live within their means, and think long-term when making financial choices.Atlanta's ONLY All Conservative News & Talk Station.: https://www.xtra1063.com/See omnystudio.com/listener for privacy information.

Dave Sekera, chief U.S. market strategist at Morningstar, says that the beating that technology stocks have taken has made the sector ideal for patient investors hunting bargains. He says technology as a sector is now trading at a 20% discount to the firm's composite of fair values, and there have only been two other times since 2010 when tech has been that undervalued. As a result, he's looking at some big-name companies — including a few Magnificent Seven stocks and some beaten-down software names — as buys now. Author John Coleman discusses his new book, "Good Money: Six Steps to Building a Financial Life with Purpose," which goes beyond just the money aspects to look at the work and social elements that will help make people happier and healthier, particularly as they transition more towards the retirement and slow-down phases of life. Also, Chip Lupo, analyst at WalletHub, goes "Off The News" discussing Federal Reserve data released earlier this month which showed that total consumer credit increased at a 2.2% annual rate in February. WalletHub's analysis showed that, if the numbers are not adjusted for inflation, credit card debt as of February 2026 was at a new record high, topping last February by 3%. (Without the inflation adjustment, total credit card debt in February 2026 was effectively flat year over year.)

Send us Fan MailOn today's PoM Podcast I sat down with John Coleman, co-CEO of Sovereign's Capital, author, and faith-driven business leader who's asking a deceptively simple but deeply pastoral question in his new book, "Good Money: Six Steps to Building a Financial Life with Purpose - what if the problem isn't money itself, but what we believe about it?"Good Money challenges Christians to rethink money not as a moral neutral or a necessary evil, but as a spiritual tool that quietly forms our loves, habits and priorities. As John puts it, “Money is meant to serve us, not rule us.” When placed in its proper role, it can become one of God's most powerful instruments for good — for families, communities and the Kingdom.To learn more visit: https://www.johnwilliamcoleman.com/Learn more about The Pursuit of Manliness: https://www.thepursuitofmanliness.com/ Secure your spot in Tribe XVIII https://www.thepursuitofmanliness.com/gear/p/tribe-xviiiSubscribe to Recalibrate, the daily podcast from The Pursuit of Manliness: https://podcasts.apple.com/us/podcast/recalibrate/id1797551549Join The Herd:  https://www.thepursuitofmanliness.com/join-the-herdRegister for our 2026 Fall Men's Retreat: https://www.thepursuitofmanliness.com/gear/p/2026-mens-retreatSupport the show

Send us Fan MailOne year post-divorce. Paycheck to paycheck. No idea where the money was going.That's where Dr. Tricia was when she hunted down Dr. Latifat after a speech at a non-financial conference and said three words: "I just need help." A year and a half later? She's building consulting income, funding her own travel account, and already thinking about her first investment property.This episode is the real, unfiltered story of what it actually looks like to go from financial chaos to financial clarity and why community made all the difference.In this episode:What divorce forced her to face and why she chose to see it as an opportunity, not a burdenWhy "I don't need support" was the most expensive belief she held What it actually feels like inside the Wealth Village from someone who's lived itThe next level she's not quite ready to say out loud yet (but Dr. Latifat already knows) "I just said, I'm going to do it. And if at the end of the year I don't feel it's valuable — I tried something."Want to be in a room like this? The Wealth Village is our 12-month inner circle for women physicians building wealth beyond money. Link below to apply.Follow Dr. Latifat @MoneyFitMD on Instagram and Facebook Learn more at moneyfitmd.comYou're making six or even seven figures—and still asking, “Where did all my money go?” The problem isn't your income—it's that you haven't learned how to have money left.The Money Left Over program gives women physicians the tools to uncover 4–5 figures in extra monthly cash and finally let your money start working for you.

What does Star Wars have to do with building wealth? More than you'd think. In this episode, Anastasia introduces Bill to the core framework from James Clear's bestselling Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones. This wide-ranging conversation connects several threads like Daoism, Newton's First Law, and what Yoda would say, to help you establish your best financial habits.  Bill shares three real patterns he has seen across 40+ years of working with clients and the small mistakes that can quietly derail wealth building over time. Why "I am someone who builds wealth" is fundamentally different from "I want to save more money" and the ancient philosophy behind it. Anastasia and Bill disagree on what they have seen when it comes to money beliefs. The specific moment when people damage the compounding curve without fully understanding what they've lost. The single financial habit Bill recommends above almost everything else and the small salary move Anastasia says will compound your wealth. Why starting is the hardest part, what a gym story about 100 lbs has to do with your savings account, and what Social Security and AI have to do with urgency right now. Listen in to learn how Atomic Habits by James Clear applies to your financial life.  Creating Wealth is hosted by Anastasia Taber, CFP®, and her father Bill Taber, a 40-year investment advisor. New episodes every other Friday.

Here at MinistryWatch, I read a lot of books about money, stewardship, philanthropy, and related topics. That's probably not a surprise. After all, that's what we do here. These topics are our “beat.” But I don't often run across a book like John Coleman's new book Good Money: Six Steps to Building a Financial Life with Purpose. I can honestly say that this is the best book I've read on this topic in a very long time. That's why I'm excited to have John on the program today. What makes this book different is that it starts by talking about such ideas as purpose, calling, happiness, and flourishing – both individual flourishing and human flourishing generally. How can money, and our approach to money, contribute to what God is doing in the world? Along the way, John takes a hard look at work and retirement. Why do we work, and is retirement even a biblical category? We'll discuss these questions and more in today's podcast. John Coleman is an investor, writer, and speaker. He is the co-CEO of Sovereign's Capital, which invests in public equities, private equity, and venture capital. He has prior experience at McKinsey & Company, Invesco, and Bridgewater Associates. As I mentioned in today's program, we are offering John's book Good Money as our thank you gift for the month of April. If you'd like to receive your own copy so you can explore the ideas we discussed today more deeply, just go to MinistryWatch.com and hit the DONATE button at the top of the page. The producer for today's program is Jeff McIntosh. I'm Warren Smith. Until next time, may God bless you.

You just graduated, landed a $52,000 job, and moved to Des Moines. You've got $35,000 in student loans… and suddenly, real life is very real. This week, Pete, Kristen, and Dame break down what life actually looks like on that salary—from take-home pay to rent, groceries, debt, and everything in between. But instead of just talking about it, they turn it into a game: can each of them build a working monthly plan… without wrecking the future? Along the way, they uncover the real tension every new grad faces: how do you balance survival, stability, and actually enjoying your life? If you've ever wondered, “Am I doing okay… or already behind?”—this episode is for you.

John Coleman, co-CEO of Sovereign's Capital, is out with a new book titled Good Money: Six Steps to Building a Financial Life with Purpose and published by Harvard Business Review Press. The premise is straightforward but surprisingly under-discussed in financial circles: By most objective measures, we're wealthier than prior generations, yet greater wealth has not translated into greater well-being — especially when money becomes intertwined with status and identity. (03/2026) 

Your biggest money problem may not be your income.It may be the wound behind your habits.In this episode, we talk about the hidden money wound that silently controls your financial life. Many people struggle with saving, spending, stress, and self-sabotage not because they do not know enough, but because painful money experiences shaped their beliefs early on.This episode is for anyone who feels stuck in unhealthy money patterns. You will understand where money wounds come from, how they affect your behavior, and why the cycle keeps repeating even when your income grows. Most of all, you will learn why healing your relationship with money matters.• What a money wound is and how it starts• How painful money experiences shape your beliefs• Why bad money habits are often emotional• Why the cycle repeats until the root is healedFollow and subscribe to Chink Positive for more simple lessons on money, mindset, and financial literacy. Share this episode with someone who needs this message. And please leave a review to help more people grow and heal.#ChinkPositive #FinancialFreedom #MoneyMindset #FinancialLiteracy #MoneyHealing #WealthBuilding #PersonalGrowth #SavingMoney Hosted on Acast. See acast.com/privacy for more information.

What does Passover cleaning have to do with your financial life? As we prepare for Pesach, we spend time scrubbing, organizing, and clearing out what we don't need. But for many people, their financial lives could use the exact same process. In this episode, I talk about why most financial struggles aren't about intelligence or lack of information. They're about life getting in the way, expenses creeping up, investments accumulating without a plan, and goals getting lost over time. Just like cleaning your home for Passover, financial clarity requires stepping back, taking inventory, and getting intentional about what matters. From defining clear goals to reviewing your investments and expenses, this episode is about creating a system that actually works. To learn how to reset your financial life and reduce stress, tune in now. ________________________________________________________________ SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ________________________________________________________________ SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ________________________________________________________________ VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ________________________________________________________________ CONTACT ME: Email me: aaron@lighthousecapital.co.il ________________________________________________________________ DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.

Every year we sit at the Seder and read the same words... חייב אדם לראות את עצמו כאילו הוא יצא ממצרים Most people read right past it. But this one line holds the answer to everything. In this Pesach special episode of Git Gelt, I'm sharing the formula that has helped the people I work with finally break out of their financial Mitzrayim — and it's not what most people expect. Emunah alone is not enough. Action alone is not enough. But together? Nothing can stop you. In this episode: ✅ Why Hashem is not asking you to remember the Exodus — He's asking you to LIVE it ✅ The real enemy that keeps you stuck (and it's not the economy) ✅ What leaving Egypt actually looks like in practical, daily decisions ✅ The story of a friend who couldn't see a way forward — and what changed ✅ What the people who transformed their income all had in common This episode is for the father who wants to provide more for his family. For the person who has tried before and is scared to try again. For anyone who is ready to stop waiting — and start walking.

In this episode, our host Timothy Pope looks at automation in financial planning and investing. For many pilots, automation helped build the emergency fund, grow the 401(k), and create strong saving habits early in the career. But as income rises, taxes increase, and decisions become more complex, automation by itself usually is not sufficient.Tim explains the shift from simple accumulation to financial coordination. He walks through where automation still shines, where it can quietly create blind spots, and how to recognize when your financial life needs more strategy, judgment, and oversight than financial autopilot can provide.What You'll Learn from This EpisodeWhy automation works so well early on, especially for emergency savings, 401(k) contributions, and habit building.How your financial life changes as income, assets, taxes, and goals become more complex.The difference between accumulation and coordination, and why they require different thinking.Why automation executes instructions well, but does not evaluate multi-year tradeoffs like Roth conversions, retirement timing, or where and when to raise cash.How backdoor Roths, tax withholding reviews, and large purchase decisions often require more than a set-it-and-forget-it system.Why target date funds can be useful, but may also involve tradeoffs in control, customization, and tax efficiency.How to tell if you have outgrown automation-only, including the kinds of questions that signal you are in the coordination phase.Why taking back control does not mean doing everything yourself, it means making sure the right strategy is in place.Resources:Schedule An AppointmentOur Practice's WebsiteSend Us Your Questions: info@pilotsportfolio.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity.We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements.Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information.Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer. 

What if one of the most important financial decisions you ever make isn't about investing, saving, or budgeting... but about who you choose as your partner?In this episode, I'm joined by Vivian Tu, also known as Your Rich BFF, 2x New York Times bestselling author, and host of the podcast Networth and Chill. We discuss why money is not just about survival but about power, choice, and freedom. Vivian explains why women are often socialized to over compromise financially in relationships, how to adjust your mindset about money as a shared partnership decision, and why financial literacy is essential for protecting your future.Get full show notes, transcript, and more information here: schoolofnewfeministthought.com/474Follow along on Instagram: instagram.com/karaloewentheil/Learn more about Vivian Tu and her work here: yourrichbff.com and on Instagram instagram.com/your.richbffMentioned in this episode:Join me for 30 Days of Coaching Myself Through Everyday BSTo follow along, all you need to do is head on over to Instagram, @karaloewentheil, and click follow!

In this conversation, John Coleman shares his journey from a small-town upbringing to becoming a successful author and investment manager. He discusses the concept of human flourishing, emphasizing its importance in both personal and professional life. Coleman introduces the idea of 'Good Money,' which connects financial stability with the pursuit of a meaningful life. He outlines a framework for understanding human flourishing, including the roles of character, virtue, and relationships. The discussion also touches on the significance of family values and the impact of wealth on personal fulfillment. Ultimate Show Notes: 00:00:58 - Introducing John Coleman 00:02:06 - John's Backstory 00:03:30 - The Journey into Business and Writing 00:05:31 - Understanding Human Flourishing 00:10:00 - Defining Human Flourishing 00:14:02 - The Six Components of Flourishing 00:19:31 - The Importance of Character and Virtue 00:22:08 - The Rise of Spiritual Seeking 00:25:46 - Family Mission, Vision, and Values 00:29:20 - Overview of "Good Money" 00:31:56 - Target Audience for the Book 00:36:18 - Staying Connected with John Coleman  Connect with John: John Coleman On Purpose | John Coleman | Substack Good Money: Six Steps to Building a Financial Life with Purpose Learn More About Accountable Equity:  Visit Us: http://www.accountableequity.com/  Access eBook: https://accountableequity.com/case-study/#register Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify

You may be surprised to learn that millionaires still worry about money. Having more money doesn't automatically mean you won't have problems. In fact, it often creates more problems. Once you have money, how do you keep it? How do you invest it? How do you spend it? How do you pass it to your heirs? Still, there is one thing we consistently see millionaires do that others don't. They create systems to stay organized. In this episode, we share the 6 step system to financial life organization that millionaires swear by.

Money isn't just numbers on a spreadsheet. It's shaped by childhood experiences, family dynamics, stress, habits, and the stories we've carried with us for years. And when two adults build a life together, those money stories don't disappear, they merge.In this episode of Mitten Money, Will and Kevin explore what our relationship with money looks like in adulthood and how it impacts couples. From different spending triggers to navigating joint versus separate accounts, they unpack why financial tension is common and completely normal.Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.

What does financial freedom actually mean? In this episode, I'm sitting down with one of my 1:1 Money Coaching clients, Eva — a life coach who once identified as a “YOLO spender” and had a negative net worth of -$32,000We talk about what it really looks like to go from financial chaos and shame… to calm, grounded confidence with money. And why it isn't about becoming cheap or restrictive and instead, redefining freedom. She share her story of building safety, and learning how to trust herself with your finances & well as pass on better money lessons to her son.In this episode, you'll learn:✅ How Eva paid off $52,000 in debt and went from negative net worth to +$48,000 in one year✅ Why “abundance” without a grounded plan can keep you stuck in financial stress✅ How redefining freedom (from “I can buy whatever I want” to “I know I'm covered”) changes your entire relationship with money...Let's stay connected:Website: www.buildinggenwealth.comInstagram: @building.gen.wealthLearn more about 1:1 Money Coaching: www.buildinggenwealth.com/moneycoaching

I had the honor of being apart of the The Art of Nervous System Care Summit!To listen to the whole video, check out Sandra's channel: https://www.youtube.com/watch?v=d9IDHWk91OgWhat if your relationship with money is really a relationship with safety? Examine how scarcity, stress, and early money patterns live in the body and why financial growth often stalls when the nervous system is in survival mode.Discover the power of a heart-centered approach! Join my free workshop where you'll share your challenges and gain valuable insights to move forward. Sign up for the workshop here: https://www.impactyourlifenow.com/impact-workshop-registration-evergreen-socialsGet my audio book! https://www.impactyourlifenow.com/ayw-book-order-pageThe Four Spiritual Laws of Money: https://www.impactyourlifenow.com/the-4-spiritual-laws-of-moneyJoin Julie on her mission to heal the world financially.Julie Murphy CLU, ChFC, CFP®, is an independent CERTIFIED FINANCIAL PLANNER™, author, and media expert who wants you to heal your emotions to prosper financially and in life.To Schedule Julie on Your YouTube or Podcast Show... Please email Julie at Julie@JulieMurphy.comhttps://juliemurphy.com/Join our community on social media!http://facebook.com/AwakenWithJuliehttps://www.tiktok.com/@awakenwithjuliehttp://Instagram.com/AwakenWithJuliehttps://www.youtube.com/c/JulieMurphyhttps://anchor.fm/juliemurphyhttp://Twitter.com/AwakenWithJuliehttps://www.linkedin.com/in/juliemariemurphyTOO MANY PEOPLE HAVE FEARS AND OTHER UNHEALTHY EMOTIONS AROUND MONEY. Whether you were born rich, poor, or somewhere in between, money has always been an integral part of your life. However, too many people have fears and other unhealthy emotions around money. These debilitating beliefs are often subconscious, shaped by a lifetime of early experiences seen through other people—not based on objective reality. So can you break free from these restrictive beliefs and emotions, be able to “dream big,”—and actually accomplish your hopes and dreams? The answer is yes: Now, there is a way to harness the powerful energy around money and build real wealth.Beyond Your Wildest Dreams, LLC has no affiliation with LPL Financial, Sequoia Wealth Management, or JMC Wealth Management, Inc.

"Be One of a Kind." That's the mission driving Mike Milligan, Founder of 1.oak Financial, a dynamic virtual financial planning firm. Mike believes most people are unprepared to navigate Wall Street, insurance companies, and financial markets. As a result, they fall into one-size-fits-all solutions that lead to missed opportunities and lost wealth, a pattern he calls the Paralysis Penalty. While corporations profit, individuals are left with less wealth and more confusion. In response, Mike built 1.oak Financial— short for One of a Kind, to prioritize each client's individuality. His truly unique approach has earned national attention (featured on CNBC, Fox, ABC, NBC), and it started with a deeply memorable story involving his Granny selling collard sandwiches in small- town America. He later honed his method through a specialized degree (unique in the industry) and sharpened it further during his time inside big banks and insurance firms, where he witnessed firsthand how rigid systems failed real people. Mike has over 30 years of academic and professional experience; he is a Certified Financial Planner, current adjunct professor at Old Dominion University, host of the Ideas by Mike podcast and The One of a Kind Financial Show, and author of two books: The One of a Kind Financial Plan and Retirement Déjà Vu. An award-winning coach in both finance and sports, Mike has been recognized by the Million Dollar Roundtable, received multiple Impact Awards, and is working toward making 1.oak Financial a certified B Corp. The firm is on track to be recognized by the Inc. 5000 in 2026. Today, Mike lives in San Juan, Puerto Rico, leveraging ACT 60 to grow a widely respected business while paying no federal income tax. Outside the office, he's a father to three thriving adult children, husband to a top realtor, and dog dad to three pampered dachshunds.

In this episode, I'm joined again by Ben Lake to talk through one of the most common real-world challenges we see with clients: needing liquidity, fast. Whether it's a house that suddenly comes on the market, a business opportunity, or a life event that wasn't neatly planned for, most people eventually face the question, “How do I actually get dollars out of my balance sheet?”We dig into borrowing strategies. HELOCs, margin loans, pledged asset lines, and when each one makes sense. We also spend time on box spread loans, how they work, why they're becoming more common for high-net-worth households, and how they can dramatically change the after-tax cost of borrowing.

College today can easily cost six figures — even at public universities — and yet so many families still feel completely in the dark about how to prepare for it without sacrificing their own financial future.My guest today knows this stress intimately.Patricia Roberts grew up in a low-income household and nearly didn't attend college at all. A guidance counselor once suggested she stick with her waitressing job instead. But she pushed forward, working multiple jobs, sending money home, earning not just one degree, but eventually a law degree. That education changed her family's life… but it also came with over $100,000 in student loan debt that took two decades to repay.That lived experience is what fuels Patricia's passion today. She's spent more than 25 years working with 529 college savings plans — from helping launch some of the earliest plans at Citigroup to advising families and employers on how to use them smarter, earlier, and with far less fear.In this episode, we break down what 529 plans really are — and what they're not. We tackle the biggest myths, from “What if my kid doesn't go to college?” to “Will this hurt financial aid?” to “Is college even worth it anymore?” We also dig into major new changes that make 529s far more flexible than most people realize — including using them for trade schools, certifications, student loan repayment, K-12 expenses, and even rolling unused funds into a Roth IRA.More about Patricia: She is Chief Operating Officer of Gift of College, Inc., where she helps employers improve employees' financial well-being by offering student loan repayment assistance and matching contributions to 529 college savings and ABLE (disability savings) accounts.Patricia is also the author of Route 529: A Parent's Guide to Saving for College and Career Training with 529 Plans, a book she wrote with some extra time on her hands during the pandemic to help educate and inspire even more parents. Hosted on Acast. See acast.com/privacy for more information.

In this episode, ⁠Adam Torres⁠ and ⁠Jeff Panik⁠, Managing Director at Balance Wealth Partners, about building a Financial Life Inventory Plan (FLIP), avoiding one-size-fits-all retirement advice, and preparing for risks like debt, healthcare costs, and sequence of returns risk before retiring. About ⁠Jeff Panik⁠ After 25 years of experience as a financial advising professional, Jeff knows his job is to help clients strike a balance between living well today and planning for the future. In fact, Jeff founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living. During his career, Jeff has worked with hundreds of families, individuals and small businesses to help them set goals, strategically manage their assets and work towards achieving their dreams. About ⁠Balance Wealth Partners⁠ Balance Wealth Partners offers wealth management designed to make life easier and more rewarding. The firm breaks retirement down step-by-step and helps clients take the uncertainty out of planning for the future. Now more than ever, Balance Wealth Partners believes individuals need experienced professionals who act in their best interest and help plan for both short-term and long-term goals. While many practices focus primarily on investments, insurance, and banking requirements, Balance Wealth Partners takes a broader, more comprehensive view of finances. The process begins with a personalized conversation covering retirement needs, essential expenses, lifestyle considerations, preparation for the unexpected, and legacy planning. Founded by Jeff Panik, CFP®, MSFS, CLTC, Balance Wealth Partners strives to empower successful people to envision their dreams, define their goals, and live intentionally toward their financial future. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Adam Torres and Jeff Panik, Managing Director at Balance Wealth Partners, about building a Financial Life Inventory Plan (FLIP), avoiding one-size-fits-all retirement advice, and preparing for risks like debt, healthcare costs, and sequence of returns risk before retiring. About Jeff Panik After 25 years of experience as a financial advising professional, Jeff knows his job is to help clients strike a balance between living well today and planning for the future. In fact, Jeff founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living. During his career, Jeff has worked with hundreds of families, individuals and small businesses to help them set goals, strategically manage their assets and work towards achieving their dreams. About Balance Wealth Partners Balance Wealth Partners offers wealth management designed to make life easier and more rewarding. The firm breaks retirement down step-by-step and helps clients take the uncertainty out of planning for the future. Now more than ever, Balance Wealth Partners believes individuals need experienced professionals who act in their best interest and help plan for both short-term and long-term goals. While many practices focus primarily on investments, insurance, and banking requirements, Balance Wealth Partners takes a broader, more comprehensive view of finances. The process begins with a personalized conversation covering retirement needs, essential expenses, lifestyle considerations, preparation for the unexpected, and legacy planning. Founded by Jeff Panik, CFP®, MSFS, CLTC, Balance Wealth Partners strives to empower successful people to envision their dreams, define their goals, and live intentionally toward their financial future. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

As wealth grows, life rarely gets simpler. More accounts, more advisors, more decisions… and eventually, even successful families start to wonder whether everything is actually working together.In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith unpack a modern family office–style approach to wealth management, designed for families who want clarity, coordination, and confidence without needing a $50 million balance sheet.They explore why financial complexity often comes from too many advisors working in silos, not from a lack of expertise—and why the real solution isn't adding more people, but improving alignment among the professionals you already trust.Jeff and Lauren walk through the five pillars of a modern family office blueprint, including:Consolidating your financial world into one coordinated systemBuilding a true “board of advisors” who communicate with one anotherPlanning proactively for after-tax growthInvesting with purpose, not market noisePreparing the next generation through thoughtful legacy planning and communicationAlong the way, they discuss why families shouldn't be forced into the role of project manager for their own wealth—and how a family office mindset can help reduce decision fatigue, uncover missed opportunities, and bring everything back to what matters most.If you're looking for a clearer, more coordinated way to manage your financial life, this episode is a must-listen.Connect With Winstone Wealth Partners:jeff@WinstoneWP.com(713) 244-3030Schedule A Call With Jeff or LaurenWinstone Wealth PartnersLinkedIn: Jeff GreenLinkedIn: Lauren Smith  

Subscribe to Simplify My Money: https://www.debtfreedad.com/newsletters/simplify-my-money In this episode of the Debt Free Dad podcast, Brad Nelson discusses the importance of having a small emergency fund and how it can significantly change the way you handle money, reduce stress, and help you feel more prepared. Brad explains why an emergency fund is a crucial step towards financial stability and debt-free living. He also shares tips on how to start building an emergency fund, even if you're living paycheck to paycheck. Tune in to learn how creating a small buffer can provide peace of mind and lead to better money management. Support the showThe Totally Awesome Debt Freedom Planner https://www.debtfreedad.com/planner Connect With Brad Website- https://www.debtfreedad.com Facebook - https://www.facebook.com/thedebtfreedad Private Facebook Group - https://www.facebook.com/groups/debtfreedad Instagram - https://www.instagram.com/debtfreedad/ TikTok - https://www.tiktok.com/@debt_free_dad YouTube - https://www.youtube.com/@bradnelson-debtfreedad2751/featured Thanks For Listening Like what you hear? Please, subscribe on the platform you listen to most: Apple Podcasts, iHeartRadio, Spotify, Tune-In, Stitcher, YouTube Music, YouTube We LOVE feedback, and also helps us grow our podcast! Please leave us an honest review in Apple Podcasts, we read every single one. Is there someone that you think would benefit from the Debt Free Dad podcast? Please, share this episode with them on your favorite social network!

A study of Proverbs 3:9-10; Matthew 25:14-30Subscribe to Grace on Youtube

How to Simplify Your Financial Life | Ep. 63 by Divine Mercy Radio

Elisabeth Embry opens up the show with the importance of goal setting. It's crucial that you know what you want to achieve, and have metrics that show whether or not you're on the right path. She also looks at what types of goals you should set, and which types of goals you should avoid. Later she talks with Nancy Doyle, author of Manage Your Financial Life: A Thoughtful, Organized Approach for Women and Founder of The Doyle Group. Nancy had three decades of experience in investing, corporate finance, and consulting. The two discuss how to start planning your financial future, financial spring cleaning, emergency funds, and more. Key Takeaways: [1:33] Most people are setting goals with no way to achieve them [4:18] The book that changed Elisabeth's life [10:00] The target audience for Nancy's book [12:16] Nancy's 4 steps to achieve your financial goals [15:27] Nancy's thoughts on real estate, and the impact supply and demand has on the market [18:47] Financial spring cleaning and important recommendations on keeping documentation [22:19] How to create a Current Year File Folder [24:31] How much should we be keeping in an emergency fund? [28:32] Managing your financial life starts with getting organized Websites: www.ManageYourFinancialLife.com Manage Your Financial Life: A Thoughtful, Organized Approach for Women www.twitter.com/NancyFinance The Goal: A Process of Ongoing Improvement www.Mint.com   Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Register for the Wealth Masterclass: ⁠https://ginaknox.co/masterclass⁠Register for my FREE debt class for entrepreneurs: ⁠⁠⁠⁠https://ginaknox.co/free-training⁠⁠⁠⁠ Join Small Business Money School: ⁠⁠⁠⁠https://ginaknox.co/school⁠⁠⁠⁠ Episode SynopsisSummaryIn this episode of Small Business Big Money, Gina Knox discusses the common mindset of entrepreneurs who settle for mediocrity in their financial goals. She emphasizes that business owners often accept just being 'fine': covering bills and being debt-free, when they could aim for greater financial success. Gina explores the importance of mindset and strategy in overcoming financial limitations, encouraging listeners to recognize their potential for wealth building through assets and cash flow. She provides insights into the skills necessary for financial growth and empowerment, urging entrepreneurs to seek more than just survival in their business ventures.Keywords: millionaire mindset, wealth, mindset, debt, savings, investing, small business, financial coaching, entrepreneurship, wealth building, mindset, financial strategy, passive income, cashflow, assets, financial security

Happy New Year! As we roll into 2026, organizing money becomes top of mind and one of the most common New Year's resolutions. So today on the show we have an expert with the leading money management app- Monarch Money, Rachel Lawrence. She is a Certified Financial Planner and fintech leader who works at the intersection of personal finance, behavior, technology, and artificial intelligence (AI). She also runs her own fee-only financial planning firm called Reverie Wealth. In this episode Rachel gives us a masterclass on how to organize your financial life with Monarch's modern way to manage money that goes beyond the basics of budgeting. Plus, we'll get a peek into what changes they have coming in 2026!     DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS:   MONARCH MONEY The modern way to manage money! Monarch will change the way you organize your financial life. Track, budget, plan, and do more with your money – together. Get 50% off the first year using this link and entering code: CATCHINGUP50   ALLOY The Alloy Market offers a seamless and efficient way to sell your gold, silver, and platinum jewelry, regardless of its condition. They are committed to transparency and fairness, ensuring you get the best possible value for your items. Use this special Link and enter code CUTOFI15 to get a $15 bonus when you sell items over $199 (limited time offer).    For a full list of current deals and discounts from our partners, sponsors and affiliates, click here: catchinguptofi.com/our-partners     

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Noah St. John is known worldwide as "The Father of AFFORMATIONS" and "The Mental Health Coach to The Stars." Working with Hollywood celebrities, 8-figure company CEOs, professional athletes, top executives and elite entrepreneurs, he is famous for helping his coaching clients make more in 12 weeks than they did in the past 12 months, while gaining 1-3 hours per day and 4-8 weeks per year. Top 3 Value Bombs 1. By virtue of the embedded presupposition factor, which is already there in the brain, you ask better questions, get better answers, and get better results. That's how you change your habits, your results, and your life. 2. There are 2 reasons why most people do not use the Afformations Method. They are not aware; and most people are asking really lousy or disempowering questions. 3. Highly successful people are asking really empowering questions. Check out Noah's book and get over 500 dollars in FREE bonus gifts - Millionaire Afformations Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more.

Support this podcast. Help me reach others by supporting this podcast.Support the show#FULLTANKwithBrotherBo

In this episode, we ask: Where is the problem? Who are Amanda and Brandon Neely? What is going on behind the curtain with business owners? What is the “average system” designed for? What do most financial advisors do? What could fix the stress? If the conventional system wasn't designed for entrepreneurs, what alternatives exist? How...

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On this Ask Suze & KT Anything episode, KT asks Suze your questions about the best way for couples to split bills, honoring the final wishes of a parent, paying off debt and so much more. Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

Join Wes Moss and Christa DiBiase on the Retire Sooner Podcast, where real-life financial questions meet clear, grounded discussions about retirement planning, investing, and financial wellbeing. This episode explores practical ways individuals can make informed decisions, manage uncertainty, and approach retirement with more clarity and confidence. • Review how the current bull market compares to past market cycles and what history may suggest about long-term investment behavior. • Reflect on the difference between being financially “set” and emotionally “settled” when preparing for retirement. • Evaluate potential considerations when choosing to pay down a mortgage or allocate extra cash toward long-term financial goals. • Understand how 401(k) providers record traditional and Roth contributions and maintain accurate tax reporting for participants. • Compare UGMA/UTMA custodial accounts and 529 plans as common education savings options, each with unique features and limitations. • Recognize that effective financial planning includes lifestyle, estate, tax, withdrawal, and healthcare considerations—not just investment management. • Discuss common causes of retirement-related anxiety and explore approaches that can help promote greater financial peace of mind. • Clarify how management fees appear in fund performance and why transparency matters when reviewing investment options. • Comprehend the pros and cons of financial planners who communicate clearly, align with your comfort level, and structure their services to support your individual needs. • Consider how consistent investing through dollar cost averaging has sometimes reduced emotional reactions to short-term market volatility. Listen and subscribe to the Retire Sooner Podcast for thoughtful conversations about retirement planning, financial confidence, and long-term investing strategies that can help you navigate your own financial journey with purpose. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nedra Glover Tawwab, licensed therapist, New York Times bestselling author, and relationship expert, joins the podcast to discuss what boundaries are and how to cultivate healthy ones in our own lives. We chat about her social media stardom, with her over 1M followers, her entrepreneur path, and how boundaries give you the freedom you're looking for in your personal, professional, and financial life.  In this episode we discuss: Navigating codependency + toxic cultural expectations What boundaries are and why you need to practice setting them The power of saying no + when it's appropriate to give an explanation How Nedra's 1M+ social media following allowed her to pivot to authorship The importance of identifying your values so you can more easily identify what your boundaries need to be + more Other related blog posts/links mentioned in this episode: Nedratawwab.com/set-boundaries-find-peace Apply to Share Your Journeyer Story here. Join the Journey to Launch Book Club to dive deeper into financial freedom with guided discussions and resources here!  Get your copy of my book: Your Journey To Financial Freedom! Join The Weekly Newsletter List to get updates, deals & more! Leave Your Journey To Financial Freedom a review! Get The Budget Bootcamp Check out my personal website here. Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here. Connect with Nedra: Website Instagram:@NedraTawwab Twitter:@NedraTawwab Facebook: @NedraTawwab Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide