Podcasts about Financial literacy

In the 100th episode of Boldin Your Money, host Steve Chen chats with community member Mark Eakle about his real-life money journey. Mark shares how he went from relying on pensions to taking charge with 401(k)s, paying off his house, and helping his daughters graduate debt-free. He talks about the lessons he learned along the way—like starting early, sticking with it, and letting compounding work its magic. Mark also explains how being part of a small group of Boldin users keeps him motivated, accountable, and confident about his financial future

In this episode of the Investor Fuel Podcast, host Skyler Byrd interviews Donald Hinton, a former inmate turned successful real estate investor. Donald shares his inspiring journey from prison to owning 19 properties, emphasizing the importance of changing one's environment and mindset. He discusses the challenges he faced, the lessons learned in real estate, and his vision to help others by opening group homes for those re-entering society. Donald's story is a testament to resilience and the transformative power of education and real estate investment.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Simple and Smart SEO Show, Crystal Waddell (me!) sits down with Jamie Trull for part 2 of our interview to dive deep into the concept of Hidden Profit. Jamie shares her journey of shifting focus from revenue to freedom, explaining how small optimizations can lead to big financial wins. They discuss the importance of aligning business goals with life priorities, overcoming perfectionism, and how data-driven decisions can create sustainable growth—without the hustle. If you're a business owner looking to work smarter, not harder, this episode is for you.Key Takeaways:Hidden Profit Exists: Your business likely has untapped financial potential—Jamie explains how to find and use it.Optimize for Life, Not Just Revenue: Align your business with your personal goals and desired lifestyle.Small Tweaks, Big Impact: A few 2% improvements can lead to 100%+ increases in profit.Use Data Like a Hack: SEO and financial data are tools to make informed decisions, not guesswork.Break Free from the Sunk Cost Fallacy: Letting go of what no longer serves your business is a sign of strength, not failure.Iterate and Adapt: Don't wait for perfection—launch, learn, and improve.Memorable Quotes from Jamie:“What life do I want to create? That's the bigger thing that has driven a lot of the decisions now.”“You can tweak things by 2% and see over 100% increase in profit—that's the power of math.”“The only mistake is not using your data to refine the vision.”Listener Action Items:Pre-Order Hidden Profit – Get over $300 in bonuses, including a companion guide and access to a live business planning event.Join Jamie's Facebook Group – Connect with other women entrepreneurs in the Financial Literacy for Women Business Owners Facebook group.Watch Text me your questions or comments!Does SEO feel confusing, overwhelming, or just plain impossible to figure out? You're not alone. That's why I created the AI SEO Foundations course, powered by Crystal GPT: your personal AI SEO coach designed for busy, creative business owners like you.Ditch the overwhelm and discover what SEO can do for your business! Head to SEOin7days.com (with the number 7!) and get started today—let's make your brand easy to find and impossible to ignore.Support the showWant to follow up on what you've heard? Search the podcast!Join the SEO SquadApply to be my podcast guest!

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.

Josh Darville shares his journey from the military into real estate, highlighting how education, financial literacy, and continuous learning shaped his success. He stresses the importance of understanding market cycles, developing the right mindset, and adapting to changes in the industry. Beyond property investments, Josh manages multiple ventures, including a wedding venue, and underscores the role of networking, mentorship, and relationship-building in long-term success."   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

When it comes to talking to kids about money it can seem very intimidating to people.  Maybe because as adults we are not real sure ourselves about how money works. Take time to think about how you learned about money. If you're interested in a one-on-one with David, visit westreet.org/wealth-management

In a culture that glorifies the hustle, choosing to rest can feel like a revolutionary act. Licensed therapist, founder of Burn Bright Consulting, and host of Black Girl Burnout podcast, and 2025 Savvy Ladies Female FinFluencer Achievement Award Kelley Bonner shares her journey from clinical burnout to building a life centered on joy. She offers a radical perspective on ambition, arguing that much of what we call drive is actually conditioning. Listen for practical tools to dismantle the systems that drain your energy and learn how to finally give yourself permission to just be.   In this episode, you'll learn about: Redefining Burnout: Why burnout is a systemic problem, not a personal failure. Being Present: How to stop performing for others and start living in alignment with your own needs.  Ambition vs. Conditioning: Why women of color often carry societal conditioning that is disguised as personal ambition. Restorative Tools: Practical, five-minute exercises you can use to regulate your nervous system and restore your sense of safety. Reclaiming Joy: Why reclaiming joy is a powerful way to honor yourself and the women who came before you.   Hear ways to give yourself the grace you deserve. Listen now.  Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInKelley Bonner's LinkedIn Important Links forBurn Bright Business Consulting About Kelley Bonner:Kelley Bonner is a transformational specialist and licensed therapist dedicated to helping women overcome burnout and reclaim their joy. As the founder of Burn Bright Consulting and host of the top-rated podcast Black Girl Burnout—which has surpassed 1 million downloads Kelley guides individuals on a journey to authenticity and empowerment. Drawing on her own experience of overcoming clinical burnout, Kelley combines her expertise in social work and criminal justice to create transformative spaces for growth. Anita Hill has described her work as “revolutionary,” and the Pentagon has called her “a benchmark in her field.”Kelley's mission is to help women opt out of struggle and into a life filled with purpose, joy, and resilience. Through Burn Bright Consulting, she provides individuals and organizations with the tools they need to thrive.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Role: Finance attorney, senior executive in the federal government, founder of Legacy Building LLCMission: To bridge the financial literacy gap for minority communities, emerging professionals, and small business owners, promoting lasting economic confidence and stability.

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Role: Finance attorney, senior executive in the federal government, founder of Legacy Building LLCMission: To bridge the financial literacy gap for minority communities, emerging professionals, and small business owners, promoting lasting economic confidence and stability.

In this episode of the Investor Fuel podcast, host Skyler Byrd interviews Brendon Davis, a successful real estate investor from central Illinois. Brendon shares his unique journey from a military career to becoming a prominent figure in real estate. He discusses his investment strategies, the importance of financial literacy, and his goals for the future, including acquiring 1,500 paid-off properties. Brendon emphasizes the significance of building a strong network and the innovative strategies he employs to increase cash flow from his properties. This conversation provides valuable insights for anyone interested in real estate investment and financial success.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Achieving Success with Olivia Atkin Episode 150 "IUL Revelation: Unlocking The 10% Tax-Free Strategy To Achieve Financial Freedom with Alijah Wood"Olivia talks personal and professional achievements with Alijah Wood. Alijah Wood is the owner of AD Wood Consulting, a firm dedicated to helping college athletes build generational wealth. As a former D1 collegiate athlete, Alijah understands firsthand the challenges athletes face when it comes to financial literacy and long-term planning. Through his consulting business, he simplifies complex financial concepts, ensuring his clients feel empowered to make informed decisions about their future. His mission is to provide today's college athlete with the generational wealth strategies they need to leave a legacy long after their playing days are over. Get ready to dive into an inspiring conversation about financial empowerment, education, and how Alijah is making a lasting impact in the lives of young athletes.Join Olivia every Tuesday as she brings on top notch guests to talk about how they are Achieving Success! Career Development Book and More at Achieving-success.comStay Connected With Us:Linkedin: https://www.linkedin.com/company/achieving-success-llcInstagram: @_achievingsuccessTwitter: @_achievesuccessFacebook: @Achieving SuccessYou can find Alijah Wood:Website: adwc.usEmail: info@adwc.usBecome a supporter of this podcast: https://www.spreaker.com/podcast/achieving-success-with-olivia-atkin--5743662/support.

Veterans and transitioning servicemembers often face challenges when seeking civilian careers. Former Army officer Kirby Atwell faced burnout in his first attempt at entrepreneurship post service. He stayed true to his calling, seeking a mission that would bring him freedom after his military service. Learn how he knew when to move on and how to make a pivot to unlock a more rewarding business that supports veterans in need in the real estate field. Tune in to the second episode of Veteran Entrepreneurs, a special four-part podcast series from The American Legion Tango Alpha Lima podcast. Special Guest: Kirby Atwell.

This is Part 1 of Steve Coughran's book Cash Flow. Steve lays the foundation of why so many businesses struggle with cash even when they look profitable on paper. He explains the stages of a hidden cash flow crisis, why free cash flow matters more than revenue or profit, and introduces the seven levers that determine a company's value.LinkedIn | YouTube coltivar.com

What do tariffs, taxes, and touchdowns have in common? In this episode, Art McPherson breaks down how economic shifts—from inflation and interest rates to the looming $86 trillion wealth transfer—are reshaping retirement planning. With real-life stories of procrastination pitfalls and financial windfalls, Art offers insights on how to avoid costly mistakes and build a resilient retirement strategy. Whether you're nearing retirement or just hit your first million, this episode delivers practical advice with a dose of humor and urgency. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

At age 18, we are put in a position to make financial decisions that most are not fully prepared for, and a few small mistakes can lead to long-term consequences. Today's special guest, Yanely Espinal, Director of Educational Outreach at Next Gen Personal Finance, has made it her mission to address this problem head on, working with students and educators to promote Financial Literacy in schools and throughout the community. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Special Guest: Yanely Espinal; Air Date: 9/5/2025; Original Air Date: 6/2/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.

Dubai is set to attract 9,800 new ultra-wealthy residents this year – more than any other country in the world. So what is life truly like for the rich families making the UAE their home - and what does their arrival mean for the wider community here? Helen asks Thea Kearse of Butterfly Social and finance coach Beth Clay. Meanwhile, with workers more fearful of job insecurity than ever before, Thenji Moyo is on hand with everything you need to know about redundancy in the UAE. And Dr Thoriya joins us to discuss new research into the happiness U-curve…See omnystudio.com/listener for privacy information.

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. 

In this episode of Just Keep Learning, Josh Spector joins Justin Nolan to talk about simplifying content creation, building an audience around your ideas, and turning your expertise into income. Whether you're just starting out or already building a creative business, Josh offers clear, practical insights that cut through the noise.From Comedy Clubs To Content StrategyJosh didn't set out to become a marketing expert. He started in the world of entertainment—working in comedy clubs, managing talent, and learning how to engage audiences. That hands-on experience led him to roles in digital strategy, where he helped brands and creators grow their platforms using content and community.Now, he runs multiple newsletters, consults creators and businesses, and continues to teach people how to grow an audience of buyers—not just followers.Focus On The Right PeopleOne of Josh's core principles is this: Stop chasing everyone. Start speaking to someone.He encourages creators to focus on their “ideal person”—a concept that goes beyond basic demographics and gets into mindset, problems, and dreams. Josh explains how this single shift can improve your writing, positioning, products, and overall business growth.The Simplest Funnel You'll Ever SeeJosh breaks down a content strategy that works for solo creators who don't want to spend every minute online. His system revolves around:Attracting the right people through value-driven contentOffering simple products or services that help those peopleRepeating what works while staying true to your voiceForget fancy funnels and endless ads. Josh proves that consistency, clarity, and simplicity still work.Lessons For Aspiring CreatorsWrite for one person. Always.Your content should be useful, entertaining, or both.Don't overcomplicate your offers. Make them easy to say yes to.Focus on transformation: What change are you helping people make?You don't need a huge audience. You need the right audience.Memorable Quotes“Your goal isn't to go viral. Your goal is to become valuable.”“The people who pay attention are telling you what they want—if you're listening.”“You can't scale chaos. So get clear, get simple, and then grow.”Final Advice For CreatorsDon't try to be everywhere. Don't try to do everything. Find the overlap between what you're great at, what your audience needs, and what you enjoy—and build from there.Connect With Josh Spectorjoshspector.comFor The Interested newsletterPodcast: I Want To KnowTwitter/X: @jspectorGuest BioJosh Spector is a content strategist, writer, and consultant who helps creative entrepreneurs grow their audience and income. He's the creator of the long-running newsletter For The Interested, host of the I Want To Know podcast, and a trusted advisor for creators and businesses who want to turn ideas into impact. With a background in entertainment and digital media, Josh brings practical, no-BS advice to the world of audience building. Click To JOIN! Just Keep Learning NewsletterI WILL HELP YOU GET CLARITY, BUILD YOUR GROWTH MINDSET AND OWN YOUR BIG DREAMSFOLLOW JustinInstagram – @JustKeepLearning.CaYouTube –@justkeeplearningpodcastTwitter – @JustinNolan_JKLTiktok – @justkeeplearning.caPinterest – JustKeepLearningcaFacebook – JustKeepLearningLinkedIn – Justin I'm so happy you found this podcast. I am here to serve you, the creative solopreneur & aspiring content creator to get clarity on how to create content, teaching, build a business and design the life of your dreams without burning out in the online learning, creator economy.Want to get every single secret, tip, or idea I learn about channelling our emotions into success in this new creator economy, be sure to subscribe to the newsletter: https://newsletter.justkeeplearning.ca/main

Right Thinking with Steve Coplon | Guest: Jim StovallThis week's show is called "Celebrating 200" with guest Jim Stovall. Tune in and hear Steve and Jim celebrate the 200th episode of Right Thinking with Steve Coplon by discussing Jim's bestselling book Ultimate Hindsight, Wisdom from 100 Super Achievers. You will be captivated while Steve picks up valuable pointers on how to be a better radio host.https://www.talknetworkradio.com/hosts/right-thinking

In this episode of Retire Fit Radio, Nathan Fort discusses the unique challenges and opportunities facing Generation X as they approach retirement. With many Gen Xers now nearing 60, the conversation focuses on the importance of transitioning from saving to strategic planning, understanding tax efficiency, and the significance of having a clear cash flow strategy. Nathan emphasizes that retirement is not just about reaching a certain age but about having the freedom to live life on one's own terms. The episode also explores the risks of having 'lazy money' and the need for income-producing assets to ensure financial stability in retirement. Real-life scenarios are presented to illustrate common retirement challenges and the importance of personalized planning. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.

In this podcast episode, host Karl Eggerss delves into the psychology and pitfalls of lottery winnings, sharing stories of past lottery winners who faced financial and personal challenges post-win. Furthermore, he highlights the need for better financial literacy to prevent economically disadvantaged individuals from relying on lotteries as a financial plan. Also, Karl gives un update on the weak jobs data and what lower interest rates mean for you and your portfolio.  01:58 Market Update and Interest Rates 06:44 Investment Strategies and Diversification 10:34 The Lottery Phenomenon 14:43 Real-Life Lottery Winner Stories 16:51 Financial Literacy and Education 18:30 Conclusion and Final Thoughts

#thePOZcast is proudly brought to you by Fountain - the leading enterprise platform for workforce management. Our platform enables companies to support their frontline workers from job application to departure. Fountain elevates the hiring, management, and retention of frontline workers at scale.To learn more, please visit: https://www.fountain.com/?utm_source=shrm-2024&utm_medium=event&utm_campaign=shrm-2024-podcast-adam-posner.Thanks for listening, and please follow us on Insta @NHPTalent and www.youtube.com/thePOZcastFor all episodes, please check out www.thePOZcast.com  Takeaways- Bitcoin IRA was the first platform to allow Bitcoin in retirement accounts.- Explaining crypto to older generations requires patience and clarity.- Bitcoin's scarcity is a key factor in its value.- People fear the unknown more than the known.- The retirement crisis necessitates alternative investment strategies.- Dollar cost averaging helps mitigate emotional trading decisions.- Security in crypto is paramount, with a focus on custody solutions.- Building a strong team culture is essential for company growth.- Success is defined by free time and presence with family.- The future of finance may involve strategic partnerships with traditional banks.Chapters 00:00 Introduction to Bitcoin IRA and Predictions02:46 Explaining Crypto to the Older Generation06:02 Understanding Bitcoin's Scarcity and Value08:47 The Fear of the Unknown vs. the Known11:44 Personal Journey into the Crypto World14:45 The Evolution of Bitcoin IRA17:56 The Future of Bitcoin and AI Integration20:48 Retirement Crisis and Alternative Investments23:48 Dollar Cost Averaging Explained26:49 Overcoming Hesitations in Crypto Adoption30:06 Security in Crypto: The Pentagon of Custody32:50 The Benefits of Using an IRA for Crypto Investments35:46 Building Teams and Company Culture38:47 Defining Success and Work-Life Balance41:50 Future Predictions and Closing Thoughts  

Too many people think financial planning is just about picking investments—but it's much more than that. A great plan is a living, breathing roadmap that evolves as your life changes.  Richard Rosso & Jonathan McCarty uncover what makes the perfect financial planning experience—from getting your head straight, to gathering the right documents, to partnering with a fiduciary advisor who looks beyond just returns. You'll learn:  • Why real planning goes far deeper than investments.  • The documents and data you need to start your journey.  • How advisors help with behavioral rebalancing—keeping emotions in check.  • The difference between accumulation and distribution strategies.  • Why a fiduciary, holistic advisor adds real value to your financial life. If you want your plan to stay relevant—and not just collect dust in a binder—this episode is for you. 1 - Why Financial Planning is a Loss-leader for most firms 2 - Focus on What You're Doing Right 3 - Coaching the Young 4 - Your Financial Documentary 5 - Trust Fund Baby's & Nepo's 6 - Taking off the Pressure for Your Family 7 - Smaller Estate Tax Exemptions are One President Away  8 - Financial Planning is a Partnership 9 - How AI is Changing FP 10 - When All Financial Plans Lead to Annuities 11 - The Health Metric in Financial Planning 12 - Aging in Place with Rosie the Robot 13 - Financial Plans Must Change with Your Environment 14 - hat is the Most Importance Part of a Financial Plan for You? (Poll) 15 - Financial Planning w Children & Dearth of Financial Literacy 16 - Financial Planning & Investment Management 17 - Stress-testing Your Financial Plan Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=6QSPJnekS6U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- The latest installment of our new feature, Before the Bell, "Markets' Bullish Trend Remains Intact" is here:  https://www.youtube.com/watch?v=OPN3UX4VjI8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our Previous Show, "Stock Market Bubble? Extreme Valuations & What Investors Should Know," is here: https://www.youtube.com/watch?v=QXgmAXNATeU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 ------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- Articles mentioned in this report: "Valuations Are Extreme: Navigating A Bubble" https://realinvestmentadvice.com/resources/blog/valuations-are-extreme-navigating-a-bubble/ "Portfolio Risk Management: Accepting The Hard Truth" https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/ "Meme Markets: Investing vs. Entertainment" https://realinvestmentadvice.com/resources/blog/meme-markets-investing-vs-entertainment/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialPlanning #WealthManagement #RetirementPlanning #BehavioralFinance #MoneyMatters#InvestingAdvice #Money #Investing

In this episode, we sit down with Max Britton, CEO of Sunder Energy, Army veteran, mentor, and one of the driving forces behind one of the largest solar sales organizations in the country. From his early days serving in Iraq, to a career pivot from lobbying to door-to-door solar sales, Max shares powerful lessons on leadership, resilience, and building long-term success in an often volatile industry. We cover his military background, the leap of faith that took him into solar, the importance of perspective, navigating honor in business, and the growth of Sunder Energy into a company with thousands of reps and hundreds of millions in commissions paid out. Max also opens up about leadership challenges, maintaining culture, financial literacy, and finding balance between ambition, family, and personal growth. If you're in sales, leadership, or simply looking for timeless lessons on perseverance and integrity, this conversation is a must-watch. Chapter Markers 00:00 – Meet Max Britton, CEO of Sunder Energy 01:00 – Army Service & Leadership Lessons 02:30 – From Lobbyist to Solar Entrepreneur 05:00 – Faith, Values & Life Reset 07:30 – Honor and Integrity in Business 11:00 – Sales Rep to CEO Journey 15:00 – Building Culture & Leadership at Sunder 22:00 – Gratitude, Growth & Long-Term Success 32:00 – Solar Industry Challenges & Future Opportunities 38:00 – Financial Literacy for Sales Professionals 45:00 – Work-Life Balance, Sacrifice & Family 49:00 – Paradigm Shifts & Social Media Strategy 55:00 – Advice to Younger Self Connect with Max Britton and Sunder Energy:  https://www.instagram.com/maxbritton19k/?hl=en https://sunderenergy.com/ If you enjoyed this conversation with Max Britton, make sure to like the video, subscribe for more powerful episodes on sales, leadership, and entrepreneurship, drop a comment with your biggest takeaway, and share this with someone who's chasing growth—and don't forget to hit the bell so you never miss an update. #MaxBritton #SunderEnergy #SolarEnergy #SalesLeadership #Entrepreneurship #BusinessGrowth #LeadershipLessons #SolarIndustry #FinancialLiteracy #CEOJourney

It's time to reset. No fluff, no filler, no long-winded bios. Just raw conversations about money and wealth that actually matter.The NoBS Wealth Collective is here. A vetted group of badass professionals ready to go deeper than the surface-level talk you're used to. We're cutting through the noise of media myths and bringing you the truth—straight from experts who work in the trenches every day.This isn't entertainment. This is education that forces you to think, challenges what you've been told, and gives you steps you can act on today.We're building a community that's real, transparent, and focused on making sure you're not alone on your wealth journey. Every episode, you'll walk away with clarity and action, not confusion and fluff.Watch on YouTube: https://youtu.be/0mktbXbnSmc Learn more: blackmammoth.comWelcome to the No BS Wealth Podcast with Stoy Hall, your candid guide to financial clarity. In our third year, we're spicing things up by enhancing community ties and bringing you straight, no-fluff financial insights. Connect with us on NoBSWealthPodcast.com, and follow Stoy on social media for the latest episodes and expert discussions. Tune in, join the conversation, and transform your financial journey with us—no BS!As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Money is more than math—it's mindset. In this episode of Laugh, Lend & Eat, Fobby sits down with Dana Georgiou, Brooke Lapides, and Dee Zimmerman, co-authors of Rethink Everything You Know About Financial Literacy for Teens. Together, they unpack how to make money simple, visual, and empowering for the next generation.The conversation explores the “bucket system” (savings, needs, wants, charity), the power of compound interest, and why confidence and curiosity are just as important as knowing the numbers. Along the way, the guests share their own mistakes, lessons learned, and practical tips that work for kids, teens, and adults alike.Whether you're a parent trying to teach your kids, a teen starting your financial journey, or an adult looking to finally “get it right,” this episode will change the way you think about money.What You'll Learn in This Episode:Why visual “buckets” make financial lessons easier for kids and teensHow compound interest can transform long-term financial healthThe role of confidence and curiosity in financial literacyHow instant gratification culture blurs the line between wants and needsReal-life mistakes (and lessons) from the authors' own money journeysPractical steps families can use to start financial conversations earlyGuest Highlights:Dana Georgiou – Author and advocate for simple, practical money lessonsBrooke Lapides – Award-winning author of Financial Fun from A to Z and co-creator of this new teen-focused bookDee Zimmerman – Financial literacy coach helping families and parents build confidence with money

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Charlene Cong, Peter Asare Nyarko and Robin Taub about financial literacy around the world. In this episode we discussed:Why financial literacy is a global issue.Financial literacy is a journey, not a destination. We need to incorporate our value with our money. Teaching your kids to be responsible, independent and money smart for life is the wisest investment (Robin).Always start with your goals, your values and why (Charlene). If we want to solve the global challenge that comes with financial literacy, we need to collaborate (Peter). Connect with Charlene Cong:WebsiteFinFit GmbH WebsiteLinkedInInstagramPodcastConnect with Peter Asare NyarkoWebsiteLinkedInInstagramFacebookConnect with Robin Taub:WebsiteLinkedInFacebookInstagramNewsletterBooks: Journey to Financial Freedom: Building a Strong Financial Foundation and Investment Basics by Peter Asare NyarkoThe Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life by Robin TaubResources: CharleneBudgeting and Spending Template (free): (here)Investment Masterclass: (here)Charlene H. Cong, CFA, is the founder of FinFit GmbH, a finance and investment educator, podcaster, and YouTuber. With over 10 years of experience in the banking industry, including a tenure at JPMorgan Asset Management, she is a Chartered Financial Analyst based in both Hong Kong and Switzerland. Charlene is an Executive Board Member of the Swiss Capital Market Forum. Robin Taub, CPA, is a keynote speaker and the award-winning author of The Wisest Investment, Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life (available in Canadian and US editions.). Robin began her career at KPMG, transitioned into real estate, and then landed in the complex world of derivatives marketing at Citibank. Robin lives in Toronto, where she and her husband have raised two mostly money-smart young adults. Peter Kwadwo Asare Nyarko is the Founding Executive Director for Center for Financial Literacy Education (CFLE Africa); a social organization that develops and promotes financial literacy skills in Africans especially young Africans. He is the Founder and Lead Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Right Thinking with Steve Coplon | Guest: Donna CoplonThis week's show is called "Do Not Become Weary" with guest Donna Coplon. Tune in and hear Donna and Steve talk about the journey they have shared together, offering words of encouragement on how to persevere and keep believing when life isn't always easy.https://www.talknetworkradio.com/hosts/right-thinking

In this episode of Retire Fit Radio, Nathan Fort discusses the evolving landscape of retirement planning, emphasizing the need for modern strategies that reflect today's economic realities. He critiques outdated methods like the 4% rule and highlights the importance of having a comprehensive financial plan. The conversation covers various topics, including income strategies for retirement, the pros and cons of Roth and traditional IRAs, and real-life scenarios that retirees face. Nathan encourages listeners to seek clarity and control over their financial futures by working with a fiduciary advisor. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ashley Lauren Elrod. Topic: Entrepreneurship, diversity in entertainment, safety in production, and personal resilience.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ashley Lauren Elrod. Topic: Entrepreneurship, diversity in entertainment, safety in production, and personal resilience.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ashley Lauren Elrod. Topic: Entrepreneurship, diversity in entertainment, safety in production, and personal resilience.

David Musto, Wharton Finance Professor and Director of the Stevens Center for Innovation in Finance, explores the importance of teaching financial literacy to students, the progress made in recent years, and why early education in personal finance is essential for preparing future citizens and voters. Hosted on Acast. See acast.com/privacy for more information.

Are your subconscious beliefs about money holding your business back? This week, Lisa and Precious welcome Ruchi Pinniger, a venture capital investor and the founder of Watch Her Prosper®. Ruchi shares her journey from a successful Wall Street career to becoming a financial mentor for women entrepreneurs. She explains why traditional financial advice often fails without addressing the underlying money mindset. Ruchi discusses her signature RIR Method™ for recognizing, interrupting, and reframing negative self-talk to cultivate a feeling of abundance. Listen in to learn how to connect your self-worth to your net worth and build a shame-free relationship with your finances for lasting profitability and growth. What You'll Hear: Heal Your Mindset, Grow Your Revenue: Learn why a healthy money story is the most critical asset for unlocking your financial success.  From Inspiration to Action: Hear how Ruchi was inspired by her immigrant single mother's journey and how that shaped her mission to empower other women financially. The Worthiness Equation: Learn how the price you put on your time and expertise, from project fees to your annual salary, is a mirror of your own feeling of worthiness. Find Your Magic Number: Hear the one question every entrepreneur should ask to align their business revenue with their personal financial goals to fund their ideal life. Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInRuchi Pinniger's LinkedIn Important Links for Ruchi: Watch Her Prosper Website About Ruchi Pinniger: Ruchi Pinniger, International Speaker, Venture Capital Investor, Founder and CEO of Watch Her Prosper®, is dedicated to providing financial mentorship, support and services that women-led service-based businesses need to succeed. Recently named one of the “Women Leading the Finance Industry,” Ruchi's signature approach fosters shame-free empowerment, enabling clients to achieve significant results in profitability and economic growth. Ruchi leverages her years of experience on Wall Street to provide expert advice on financial leadership, tax-time readiness, and small business finances.  She is dedicated to philanthropy, serving on the executive boards of Savvy Ladies and the Pajama Program. Recognized with the Entrepreneur Community Leadership Award 2024, she is committed to helping entrepreneurs thrive, and cherishes moments with her family exploring food and diverse cultures around the world.

This is Part 1 of Steve Coughran's book Cash Flow. In this section, Steve lays the foundation of why so many businesses struggle with cash even when they look profitable on paper. He explains the stages of a hidden cash flow crisis, why free cash flow matters more than revenue or profit, and introduces the seven levers that determine a company's value.LinkedIn | YouTube coltivar.com/byfiq

In this episode, I'm joined by Nate Coughran, founder of Cookie Finance, for a powerful conversation about money, entrepreneurship, and financial freedom. Nate shares how his own journey led him to create Cookie Finance, a company dedicated to helping people understand their money, build better financial habits, and take control of their futures. We talk about the importance of financial literacy, why so many entrepreneurs struggle with money management, and how simple, intentional steps can completely transform your financial health. Nate also breaks down practical strategies for managing cash flow, setting up systems, and creating confidence around your finances—so you can stop stressing about money and start focusing on growth. If you're ready to shift the way you think about money and finally feel empowered in your financial journey, this episode will inspire and equip you to take the next step. Liked this episode? Make sure to subscribe to our podcast and leave a review with your takeaways, this helps us create the exact content you want!  KEY POINTS:  00:47 Meet Nate from Cookie Finance 02:18 The Importance of Financial Literacy for Creators 05:11 Nate's Journey from Big Finance to Creator Support 06:55 Key Financial Strategies for Creators 11:51 Addressing Common Financial Myths and Misunderstandings 22:02 Understanding Financial Struggles and Seeking Help 22:34 Zones of Genius and Incompetence 23:45 Creative Tax Deductions for Content Creators 29:00 When to Bring in Professional Help 35:57 Introducing Creator Business Essentials 38:49 The Importance of Treating Content Creation as a Business 42:01 Final Thoughts and Resources QUOTABLES: “  We all come with our zones of genius, and then we also come with the areas, that I call our zones of incompetence. We have to know, like this is my genius, this is what I can help people with. But this is also the thing that I need help from other people's zones of genius because I need to make sure that this is good and clean and clear in my business.” - Julie Solomon  “  One of the biggest ways that people are missing out on money is they're too conservative when it comes to deductions. Now you never wanna push the edge and be like, oh my entire life is a write off like you're definitely gonna get in trouble if you do that. But what we find most of the time is people are too conservative.” - Nate Coughran  GUEST RESOURCES: Cookie Finance Cookie Finance Blog @cookiefinance RESOURCES: [JOIN MY VISIBILITY TRAINING] With just 1 hour a week, my proven content framework will help you refine your messaging and turn your offers into consistent, scalable sales. Click here to get access to my new training! [ORDER] my book or Audible, Get What You Want: How to Go From Unseen to Unstoppable so you can leverage the power of your own influence. Follow Julie on Instagram! MUST HAVES THIS MONTH: [MASTER YOUR MARKETING] Looking for an easy way to manage your email marketing, events, and social in one place? Constant Contact has you covered, with AI tools that make it even easier. Test it out free for 30 days and start growing your list the simple way. Try Constant Contact free for 30 days and start growing your list the simple way. [READY TO SELL SOMETHING?] Shopify takes care of the logistics so you can focus on what you do best. Set up shop today for just $1/month!

In this episode of the Jake & Gino How-To Series, Gino Barbaro shares his top five books for multifamily real estate investing. Whether you're just starting your journey or scaling your portfolio, these timeless reads will give you the mindset, financial intelligence, and negotiation skills needed to succeed in real estate investing. From classics like Rich Dad Poor Dad to powerful guides like Never Split the Difference, this list will help you build wealth and achieve financial freedom through multifamily real estate. Real estate investing is 80% mindset and 20% mechanics, and these books prove it. Gino breaks down why The Richest Man in Babylon lays the foundation of wealth-building, how The Psychology of Money shapes your relationship with finances, and why Think and Grow Rich still influences today's top entrepreneurs. He also covers negotiation strategies from Chris Voss's Never Split the Difference, creative deal structures in Creative Cash, and market analysis insights from Dave Lindahl's Multifamily Millions. Each recommendation gives you the tools to overcome limiting beliefs, understand the rules of money, and master multifamily real estate. If your goal is to create passive income, scale your portfolio, and achieve long-term financial freedom, these book recommendations are your roadmap to success.Connect with Gino Barbaro: gino@jakeandgino.comLearn more at: https://www.wheelbarrowprofits.com We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

In this episode of the Real Estate Pros podcast, Juan Grimaldo shares his inspiring journey from various jobs to becoming a successful real estate agent in Phoenix, Arizona. He discusses the pivotal moments that shaped his career, the challenges he faced during the market crash, and the importance of mindset and mentorship in achieving success. Juan emphasizes the value of community and financial literacy, and how he aims to educate others about home ownership and wealth creation.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

David Musto, Wharton Finance Professor and Director of the Stevens Center for Innovation in Finance, explores the importance of teaching financial literacy to students, the progress made in recent years, and why early education in personal finance is essential for preparing future citizens and voters. Hosted on Acast. See acast.com/privacy for more information.

Send Wilk a text with your feedback!From Rooftop to Roadwork: Faith, Dignity and the Walk Across America  Pastor Corey Brooks — known to many as the Rooftop Pastor — is back on Derate The Hate with a story that's nothing short of incredible. What began years ago with a bold stand on a rooftop has grown into Project Hood's 90,000-square-foot community center, now halfway complete on Chicago's South Side.This isn't just a building. It's a lifeline — with trade schools, culinary arts programs, restaurants, financial literacy training, and spaces where purpose and opportunity come alive.But Pastor Brooks isn't done yet. On September 1, 2025, he'll lace up his sneakers in Times Square and begin a Walk Across America — 3,000 miles in 365 days — to raise $25 million and finish the center debt-free.This conversation is about more than fundraising. It's about faith that moves mountains, the dignity of hard work, and the belief that every step we take can change lives.The world is a better place if we are better people. That begins with each of us as individuals. Be kind to one another. Be grateful for all you've got. Make every day the day that you want it to be! Please follow The Derate The Hate podcast on: Facebook, Instagram, Twitter(X) , YouTube Subscribe to us wherever you enjoy your audio or from our site. Please leave us a rating and feedback on Apple podcasts or other platforms. You can share your thoughts or request Wilk for a speaking engagement on our contact page: DerateTheHate.com/Contact The Derate The Hate podcast is proudly produced in collaboration with Braver Angels — America's largest grassroots, cross-partisan organization working toward civic renewal and bridging partisan divides. Learn more: BraverAngels.org Welcome to the Derate The Hate Podcast! *The views expressed by Wilk, his guest hosts &/or guests on the Derate The Hate podcast are their own and should not be attributed to any organization they may otherwise be affiliated with.

Mike Switzer continues his conversation about financial literacy and financial planning with Dave Turner, a certified financial planner in Greenville, SC.

Money isn't just about personal comfort—it's the foundation of sustainable social change. In this compelling conversation, attorney and business coach Courtney Teasley challenges conventional thinking about the relationship between financial power and justice work.Teasley introduces her concept of the "DAM community" (Disproportionately Affected Marginalized Minority), explaining how these communities face three critical knowledge gaps: criminal justice literacy, civics, and financial literacy. Without understanding these systems, meaningful change remains elusive. The consequences are devastating—marginalized individuals caught in the criminal justice system face impossible choices between unaffordable legal representation or accepting pleas that permanently damage their economic prospects.Traditional social justice approaches often fall short because they rely on external funding sources who may not understand community needs or may withdraw support when communities fight in ways donors disapprove of. As Teasley powerfully argues, "If we want to make change on a larger scale, we definitely need money in our pockets to do so." This reality demands new approaches to wealth-building beyond traditional homeownership, which remains inaccessible to most Americans under 50.The conversation explores practical pathways forward—monetizing expertise through business ownership, strategic investing with newly accessible platforms, and creating multiple income streams. Teasley emphasizes that business ownership allows marginalized individuals to create both profit and impact, similar to socially-conscious companies like Ben & Jerry's or TOMS. By charging their value while incorporating sliding scales and payment plans, business owners can serve their communities without sacrificing sustainability.For those skeptical of capitalism or concerned about ethical investing, Teasley offers pragmatic wisdom: "Not that we agree with how it is, but this is what it is. We must adapt and create in ways that feel authentic to ourselves." This balance of practical action and principled vision opens possibilities for lasting change that doesn't depend on external control.Ready to explore how financial power can transform social justice work? Follow Courtney Teasley on YouTube at Black Law Girl, LinkedIn, or Instagram @thecourtneyteasley to learn more about creating sustainable paths to both personal wealth and community empowerment.Send us a text Musis by Bitterlake, Used with Permission, all rights to BitterlakeSupport the showCrew:Host: C. Derick VarnIntro and Outro Music by Bitter Lake.Intro Video Design: Jason MylesArt Design: Corn and C. Derick VarnLinks and Social Media:twitter: @varnvlogblue sky: @varnvlog.bsky.socialYou can find the additional streams on YoutubeCurrent Patreon at the Sponsor Tier: Jordan Sheldon, Mark J. Matthews, Lindsay Kimbrough, RedWolf, DRV, Kenneth McKee, JY Chan, Matthew Monahan, Parzival, Adriel Mixon, Buddy Roark, Daniel Petrovic

Join hosts Clark and David in this special 100th episode of the Burn Your Boats podcast! They're sharing key takeaways from their journey, emphasizing the importance of financial freedom, the simplicity of investing, and the role of patience and emotional intelligence in making smart financial decisions. This milestone episode also marks the start of a new chapter for the podcast as they announce a temporary pause to focus on new projects. It's a bittersweet, but must-listen episode, full of gratitude for their team and listeners.Don't miss this one! Tune in to hear all of the invaluable lessons and find out what's next for Clark Lunt and David Shaw as they Burn Their Boats.TakeawaysAuthenticity has been the cornerstone of our podcast.We aimed to provide real value without a monetization plan.The journey to financial freedom is a marathon, not a sprint.Taking action is crucial for success in investing.The price of inaction can be detrimental to financial health.Leveraging debt can be a powerful tool for wealth creation.Compounding is essential for long-term financial growth.Emotional intelligence plays a key role in financial decisions.Staying safe and maintaining control over investments is vital.This is not a goodbye; it's a pause for reflection.Sound bites"You need to take action.""Debt is your biggest friend.""Control your impulses."Chapters00:00 Celebrating 100 Episodes: A Bittersweet Milestone03:29 Authenticity and Value: The Core of Burn Your Boats06:03 Personal Motivations: Why We Started This Journey12:16 The Importance of Financial Literacy and Action18:05 Understanding Wealth: The Marathon, Not a Sprint24:05 Leveraging Debt: A Key to Financial Freedom29:57 The Power of Compounding: Building Wealth Over Time40:42 The Impact of Day Trading on Life42:08 The Long Game in Investing44:45 Psychology of Investing and Emotional Intelligence48:40 The Marathon of Financial Freedom51:00 Staying Safe in Investment Strategies53:44 Investing in Yourself56:11 The Essence of Financial Freedom01:01:34 Reflecting on the Journey and Future Plans01:16:22 Outro Thumbnail The Grand Finale 100 EpisodesKeywordspodcast, financial freedom, investing, entrepreneurship, authenticity, wealth creation, personal growth, debt leverage, compounding, emotional intelligence#100thEpisode #Milestone #PodcastFinale #FinancialFreedom #Investing101 #FinancialLiteracy #MoneyMindset #WealthBuilding #EmotionalIntelligence #BurnYourBoatsWealth #Podcast #RealEstateInvesting #ClarkLunt #DavidShaw #InvestorMindset Hosted on Acast. See acast.com/privacy for more information.

Discover Your Inner Satisfaction with Cary Prejean | The Science of Self PodcastSee the full conversation at https://youtu.be/9Eva0A2oKRIIn this episode of 'The Science of Self,' we welcome Cary Prejean, an experienced business consultant and CPA, to talk about personal satisfaction and growth. Cary shares his journey from the financial world to coaching business owners on doubling profits and structuring successful businesses. However, this episode is not just about business; it's about discovering what truly satisfies you in life. Cary explains the importance of defining satisfaction, being your authentic self, valuing environments where you're appreciated, and distinguishing the narratives that shape you. He provides valuable insights on living a fulfilling life filled with joy, gratitude, and ambition. Learn how to cultivate a mindset that empowers you to achieve personal and professional growth. Tune in to redefine your life's satisfaction!00:00 Embrace Your True Self00:37 Introduction to Our Guest: Cary Prejean01:05 The Importance of Financial Literacy for Business Owners02:39 Connecting Business Strategies to Personal Growth02:56 Defining Satisfaction and Happiness06:16 The Role of Coaches in Personal and Professional Development09:37 Understanding Your Unique Value14:28 Habits for a Rewarding Life18:16 Final Thoughts and Farewell

In this thought-provoking conversation, Lisa Tamati sits down with Luke Kemeys, chartered accountant, financial educator, and host of the Keep the Change podcast, to unpack the pressing financial realities facing New Zealanders today. From inflation and the housing crisis to the broken monetary system and the concentration of wealth, they explore why Kiwis can no longer rely on government fixes or property alone to secure their financial futures. Lisa and Luke share their personal journeys toward financial literacy, their experiences with cryptocurrency, the importance of asset tracking, and why personal responsibility is the cornerstone of both health and wealth. They also discuss AI disruption, investment strategies that outpace inflation, and the dangers of consumer debt culture. If you want to understand where the NZ economy is headed, how to protect yourself from currency debasement, and why wealth building starts with mindset, this conversation is packed with real-world insights you can apply today. What You'll Learn in This Episode: Why inflation and the broken monetary system are squeezing NZ's middle class How to track your assets and liabilities to build lasting wealth The role of AI in disrupting industries — and how to adapt Strategies for investing to outpace inflation, even on a fixed income The parallels between health sovereignty and financial sovereignty Cryptocurrency risks, Bitcoin philosophy, and lessons learned Why minimalism and self-reliance are key to financial freedom How marketing manipulation fuels debt and consumerism Practical steps for creating emergency funds and diversifying assets About Luke: Luke Kemeys is a sought-after speaker in the business and financial world, known for his straight-talking, no-nonsense approach. A Fellow Chartered Accountant and award-winning business advisor at nextAdvisory, Luke speaks regularly to business owners about leveling up their finances and to teams about taking control of their financial future. Drawing from real-world insights, both from clients who succeed and those who fall short, he challenges conventional thinking and forces audiences to confront the financial realities they might be avoiding. As host of Keep The Change, one of New Zealand's top-rated financial literacy podcasts, Luke is on a mission to educate 100,000 everyday Kiwis about money in a way that's relevant, relatable, and refreshingly honest. Be prepared to have your financial beliefs tested. Be ready to walk away with real, actionable insights. And don't hold back in the Q&A, Luke never does.  

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Lisa Mulrain. Role: Finance attorney, senior executive in the federal government, founder of Legacy Building LLCMission: To bridge the financial literacy gap for minority communities, emerging professionals, and small business owners, promoting lasting economic confidence and stability.

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Charles Cofield. Thanks! The transcript from this episode of Money Making Conversations Masterclass features an inspiring and high-energy interview with CPA and financial educator Carter Cofield, co-founder of Melanin Money. Here's a breakdown of the key highlights and takeaways:

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Charles Cofield. Thanks! The transcript from this episode of Money Making Conversations Masterclass features an inspiring and high-energy interview with CPA and financial educator Carter Cofield, co-founder of Melanin Money. Here's a breakdown of the key highlights and takeaways: