Podcasts about Financial literacy

Bogleheads favorite Jon Luskin, CFP® drops in for part 2 of his masterclass on embracing simplicity. He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this second part he shares with us:   Simple Investor Policy Statement (IPS) All-in-One Funds: target date and balanced/life-strategy funds as "default simple" solutions  Disability, life, and (if appropriate) long-term care insurance    This is the second part of a 2 part episode. Click here to listen to part 1.   ===    VOTE FOR US: PLUTUS AWARDS  === We need your vote for the 2025 Plutus Awards! You can now vote for your hosts behind "Catching Up to FI” - Bill Yount & Jackie Cummings Koski.   ✅ WHAT IS THE PLUTUS AWARDS? The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.     ✅ VOTE  If you've gotten value from our content and think we are worthy of recognition,  please support by casting your votes here > >>  https://plutus.awardsplatform.com/. There's a short registration needed to vote and you'll be in and out in just a few minutes.    ✅ DEADLINE The deadline to vote is August 30th, 2025. Winners will be announced in October.   ✅ CATEGORIES Below are the categories we have been nominated for and we'd love your vote in each of them.  Catching Up to FI Best New Personal Finance Content Creator - Audio Content Creator of the Year: Audio People's Choice: Audio Best Financial Advisor Content/Jackie Cummings Koski, CFP Plutus Storyteller Award Best Traditional Retirement Content Best Personal Finance Content for Underserved Communities Best Personal Finance Content for Women   Other categories  Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies) Best New Personal Finance Book (F.I.R.E. for Dummies) Plutus Resilience Award (Jackie Cummings Koski) Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)    

In this episode of Remodelers On The Rise, we're sharing a recent conversation where Kyle joined Curtis Lawson on the Your Project Shepherd podcast. Together, they dig into understanding financials, improving sales, building strong teams, and why coaching and peer groups can make all the difference. Curtis also shares some of his own hard-earned lessons as a remodeler and business owner. ----- Ready to connect, learn, and grow alongside other remodelers? Join us at the Rise Conference on August 5–6 for two days of practical insight, real conversations, and proven strategies to build a better remodeling business. Sign up here: https://remodelersontherise.com/rise/ ----- Explore the vast array of tools, training courses, a podcast, and a supportive community of over 2,000 remodelers. Visit Remodelersontherise.com today and take your remodeling business to new heights! ----- Takeaways The RISE Conference is designed to energize and inspire remodelers. Kyle Hunt has a rich background in remodeling and business coaching. Many remodelers excel in their craft but struggle with business skills. Peer groups provide invaluable support and accountability. Financial literacy is crucial for business success in remodeling. Coaching can significantly speed up the learning curve for remodelers. Leadership skills are essential as businesses grow and evolve. Marketing is a necessary investment for business growth. Identifying the next right step is key for business improvement. Community support can help overcome common struggles in the industry. ----- Chapters 00:00 Introduction to Remodelers on the Rise 02:52 Kyle's Journey in the Remodeling Industry 05:26 The Importance of Business Skills for Remodelers 08:43 Upcoming RISE Conference and Its Benefits 11:25 Understanding Different Types of Business Owners 14:30 The Value of Coaching and Peer Groups 17:44 Financial Literacy for Business Success 21:46 Personal Experiences and Lessons Learned 24:38 Resources and Support for Remodelers 27:43 The Impact of Coaching on Performance 31:28 Understanding Financial Struggles in Remodeling 34:17 Sales Process Improvements for Success 35:41 The Importance of Marketing in Business Growth 39:43 Leadership Challenges in Business 46:47 Advice for Established and New Business Owners

Episode 306 showcases our hosts Dr Jake Sloane & David Segal. In our 'What's trending in Aesthetics?' episodes we discuss popular topics doing the rounds on social media, issues being debated in injector forums or items showcased on the news. We'll cover controversies, big stories and themes that have got injectors and our industry talking. In Chapter 13 our hosts Dr Jake and David first catch up after a month out of the IA studio. They explain what's been happening behind the scenes, share exciting plans for the podcast and their upcoming live appearances at two international conferences (ICCE & Canadian Aesthetic Expo) They then dive into a controversial study about using bacteriostatic saline for reversing Botox-induced brow ptosis, examining its efficacy and implications. They also touch on the importance of understanding business essentials in the face of regulatory changes in the aesthetic industry. Emphasis is made on the need for business owners to grasp their financial health and future-proof their practices through potential consolidation and better financial management.  00:00 Introduction 00:46 Stem Cell Treatment Experience 05:35 Podcast Updates and Future Plans 08:32 Upcoming Conferences and Competitions 11:16 Trending Topics in Aesthetics 31:34 Addressing Overdone Treatments in Clinics 33:29 Cultural Trends and Aesthetic Norms 34:59 The Impact of Social Media on Beauty Standards 37:19 Exploring a New Study on Botox Reversal 40:18 Critiquing the Study's Methodology and Findings 52:49 Business Trends and Regulatory Challenges in Aesthetics 56:52 Financial Literacy for Aesthetic Practitioners 01:01:53 Final Thoughts   CLICK HERE TO JOIN OUR PATREON FOR ON DEMAND EDUCATION & SUPPORT CLICK HERE TO BROWSE OUR IA OFFERS FOR DISCOUNTS & SPECIALS CLICK HERE IF YOU'RE A BRAND OR COMPANY & WANT TO WORK WITH US CLICK HERE TO APPLY TO BE A GUEST ON OUR PODCAST JOIN OUR LISTENER WHATSAPP GROUP & SEND US YOUR COMMENTS, SUGGESTIONS OR JUST SAY HI! CONTACT US

In this episode of Money Tales, our guest is Brenda Campbell. Imagine receiving a hysterical phone call from your college-bound daughter: five small purchases under $5 each have just triggered $195 in overdraft fees—$39 per transaction for what seemed like innocent mistakes. For Brenda, this became an opportunity to calmly help her daughter learn an invaluable financial lesson. Brenda takes us from her childhood in a family of seven where mac and cheese was stretched into soup to feed everyone, through her journey as the first in her family to attend college, to becoming Wisconsin's leading advocate for teen financial literacy. Her story reveals how well-timed money conversations paired with financial literacy can transform someone's entire financial future. Brenda Campbell is the President and CEO of SecureFutures, a nonprofit she has led since its inception in 2006. Under her leadership, the organization has grown into a leading force for teen financial empowerment, impacting more than 126,000 teens and young adults through innovative programs and community partnerships. Brenda drives SecureFutures' strategic vision while overseeing daily operations, program development, board engagement, and fundraising. She also serves as the organization's spokesperson, sharing her insights widely as a writer and speaker. With a professional background spanning financial education, workforce development, and child welfare, Brenda brings decades of experience in program design, management, and evaluation. She was appointed to the Governor's Council on Financial Literacy and Capability in 2021 and currently serves as Chairperson. A passionate advocate for women in leadership, she also serves on the boards of Milwaukee Women Inc. and TEMPO Milwaukee. Brenda was named a Milwaukee Business Journal Woman of Influence in 2010 and received the Governor's Financial Literacy Award in 2017.

In this episode of the Real Estate Pro Show, host Erika speaks with Mike Gebhardt, a seasoned real estate agent with a unique background in finance and mortgages. Mike shares his journey from Wall Street to real estate, emphasizing the importance of financial literacy for both first-time home buyers and those looking to downsize. He discusses the impact of personal experiences on his career, including health challenges and the NAR settlement, which has changed how agents communicate with clients. Mike highlights the significance of building relationships over transactions in the real estate industry.  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   —--------------------

  Woke By Accident- Sambaza Podcast Collaboration Episode Details Guest Co-host: Anthony Weaver (Financial Coach & Host, About That Wallet Podcast) Anthony Weaver's Content  https://www.youtube.com/@ABOUTTHATWALLET Podcast Information Website: www.wokebyaccident.net Streaming Platforms: Available on all your favorite streaming platforms Sponsors Poddecks: https://www.poddecks.com?sca_ref=1435240.q14fIixEGL Affiliates Buddys Pet Referral Link: 30% discount https://buddyspet.net/?ref=JENSBUDDY Opus Clips: https://www.opus.pro/?via=79b446 StreamYard: https://streamyard.com/pal/d/5989489347657728 Curtsy: Use code JEND87 for $10 off first order of $20 or more https://heycurtsy.com/BLN7Be4kUzb Whatnot: https://whatnot.com/invite/jendub Poshmark: https://posh.mk/bDYu5ZMwbTb (Receive $10 to shop using this code) Music Soul Searching · Causmic Last Night's Dream — Tryezz Funkadelic Euphony- Monz  

On today's Annie Frey Show, Gerri Willis explains Trump's new $1,000 investment accounts for newborns born between 2024-2028, designed to grow tax-deferred and encourage financial literacy, with potential to reach $200,000 by age 18. The conversation moves to the WNBA's rising entertainment value, Caitlin Clark's impact, and highlights from the ESPYs featuring Shane Gillis' hosting. Missouri Governor Mike Kehoe joins to discuss the new statewide cell phone ban in K-12 schools aimed at reducing distractions, the opening of a USDA food safety lab in St. Louis, and Missouri's disaster relief efforts supporting tornado recovery and Texas flood aid. The episode wraps with political insights on trust in government, the two-tiered justice system, and reflections on Trump's second term.

July 17, 2025 ~ Tim Payne, senior financial planner at Sentinel Benefits & Financial Group, talks with Kevin, Lloyd, and Jamie about financial struggles lacking in America, leading to financial struggles and dependence on each paycheck.

On this episode of Banking on KC, Kindra Sheridan, Assistant Vice President of CRA and Fair Lending at Country Club Bank, joins host Kelly Scanlon to discuss how the Finance Makes Sense program meets participants where they are, providing practical financial education that empowers individuals and strengthens communities. Tune in to discover: 1. Why understanding banking fundamentals is key to breaking cycles of financial instability. 2. How Finance Makes Cents customizes its curriculum to fit the unique needs of diverse community partners—from high schools to funeral homes. 3. The broader economic and community benefits of widespread financial literacy, and how CRA efforts support inclusive growth. Country Club Bank – Member FDIC

Cameron is joined by Andrea Liebross, business coach and podcast host, and they discuss the journey to becoming a coach, the mindset blocks that hold entrepreneurs back, the importance of delegation, and how to visualize future success. Andrea emphasizes the need for a growth mindset, the power of a 'believe list', and the necessity of investing in business knowledge. They also touch on overcoming guilt in delegation and establishing non-negotiable habits for success.Listen In!Thank you for listening to this episode of Medical Millionaire!Takeaways:You have to go through the journey to become a coach.Mindset blocks can prevent entrepreneurs from scaling their practices.Delegation is crucial for freeing up time to focus on growth.Comfort zones can hinder business expansion.Visualizing your future self can guide your current actions.Creating a 'believe list' can shift your mindset.Guilt in delegation is a common barrier that can be overcome.Understanding the difference between costs and investments is key.Investing in business knowledge is essential for practice owners.Establishing non-negotiable habits can lead to success.Unlock the Secrets to Success in Medical Aesthetics & Wellness with "Medical Millionaire"Welcome to "Medical Millionaire," the essential podcast for owners and entrepreneurs inMedspas, Plastic Surgery, Dermatology, Cosmetic Dental, and Elective Wellness Practices! Dive deep into marketing strategies, scaling your medical practice, attracting high-end clients, and staying ahead with the latest industry trends. Our episodes are packed with insights from industry leaders to boost revenue, enhance patient satisfaction, and master marketing techniques.Our Host, Cameron Hemphill, has been in Aesthetics for over 10 years and has supported over 1,000 Practices, including 2,300 providers. He has worked with some of the industry's most well-recognized brands, practice owners, and key opinion leaders.Tune in every week to transform your practice into a thriving, profitable venture with expert guidance on the following categories...-Marketing-CRM-Patient Bookings-Industry Trends Backed By Data-EMR's-Finance-Sales-Mindset-Workflow Automation-Technology-Tech Stack-Patient RetentionLearn how to take your Medical Aesthetics Practice from the following stages....-Startup-Growth-Optimize-Exit Inquire Here:http://get.growth99.com/mm/

Last episode, we talked about Instant Pot's failure via financial engineering that most product teams may never see coming.In this episode, we explore why financial literacy should be a core competency for product teams, not something left to the "adults in the room." We break down why reading basic financial statements, understanding customer lifetime value, and making data-driven decisions that actually consider the cost of building features are essential and how you can start moving toward a future where you have more transparency into financial matters.Key topics covered:• Why whoever controls the budget is the real product manager• How financial complexity hides exploitation and manipulation • The curriculum gap in product management education• Practical metrics every product team should track• How to bring finance people into your product discussionsThis isn't about becoming accountants - it's about understanding the financial impact of your product decisions and building something that lasts.#ProductManagement #FinancialLiteracy #AgileLeadershipREFERENCES----------------AA219 - How Private Equity Killed Instant Pot (And Why Your Product Could Be Next),AA217 - Extreme Ownership: Military Leadership Lessons for Professionals,AA201 - Mastering Stakeholder Communication & Management,KIRO 7 News Seattle: https://www.kiro7.com/news/trending/instant-pot-pyrex-parent-company-instant-brands-files-bankruptcy/VLWFB4OF75FHLERB7B5KCMXUFI/,LINKSYouTube: https://youtu.be/Xbub7ZKTMKoSpotify: https://open.spotify.com/show/362QvYORmtZRKAeTAE57v3Apple: https://podcasts.apple.com/us/podcast/agile-podcast/id1568557596Website: http://arguingagile.com= = = = = = = = = = = =Toronto Is My Beat (Music Sample)By Whitewolf (Source: https://ccmixter.org/files/whitewolf225/60181)CC BY 4.0 DEED (https://creativecommons.org/licenses/by/4.0/deed.en)

How can interventional radiologists turn their unique capabilities into revenue? Dr. Matt Hawkins, interventional radiologist and Health Policy and Economics councilor at the Society of Interventional Radiology (SIR), joins host Dr. Ally Baheti to discuss how interventional radiologists can prove (and get paid for) the value that they bring to hospitals. --- This podcast is supported by: Medtronic Emprinthttps://www.medtronic.com/emprint RADPAD® Radiation Protectionhttps://www.radpad.com/ --- SYNPOSIS The doctors discuss key physician reimbursement models, including the Hospital Outpatient Prospective Payment System (HOPPS) for hospital outpatient and Diagnosis-Related Groups (DRGs) for hospital inpatient, as well as strategies for negotiating subsidies. Dr. Hawkins covers key strategies for proving the value of IR to hospitals, emphasizing the importance of moving beyond work RVUs and focusing on the technical revenue generated for hospitals. The discussion underscores the critical role that IR plays in trauma, transplant, and cancer care. Lastly, Dr. Hawkins highlights SIR's economic initiative emphasizing the importance of accurate documentation and coding in order to turn our clinical impact into measurable value. --- TIMESTAMPS 00:00 - Introduction01:58 - Understanding Professional and Technical Reimbursement04:49 - Hospital Reimbursement Structures07:59 - Quantifying Value and Negotiating Contracts15:55 - Economic Arguments for IR in Trauma, Transplant, and Cancer23:01 - The Importance of IR Leadership in Mixed IRDR Groups25:13 - Challenges and Strategies for Independent IR Practices28:41 - Maximizing Revenue Through Evaluation and Management (E&M)36:40 - Navigating Coding and Documentation for Better Negotiation38:54 - Financial Literacy and Business Strategies

Money doesn't have to be confusing, restrictive, or overwhelming – it can be a powerful tool for freedom when aligned with your values.In this episode of KnowThyBrand, host Giulia Iannucci welcomes Jessica Cooke, founder of DEFINANCE and financial coach dedicated to helping women - and anyone excluded from traditional financial spaces - rewrite their money story.Jessica shares how societal narratives have historically left women out of financial conversations, and why reclaiming financial independence isn't just about numbers - it's about agency, alignment, and bold life choices. From unlearning limiting beliefs to building personalized financial safety nets, this episode is a roadmap to turning money into a tool for freedom, not fear.Whether you're managing debt, dreaming of early retirement, or simply want to feel more in control of your finances, Jessica offers practical strategies, mindset shifts, and a warm reminder: you can do this - and you don't have to be a finance expert to start.Click here for show notes and resources mentioned in this episode. 

What does it really take to build wealth that lasts? It starts with mastering the fundamentals.Using a football analogy to break down the path to financial success, David explains how everyone—regardless of where they start—can move the ball forward. David Flores Wilson is a Certified Exit Planning Advisor (CEPA), financial planner, and founder of a New York-based advisory firm that supports entrepreneurs, business owners, and families in crafting and executing personalized financial strategies. With over 25 years in the financial services industry, David breaks down the five essential pillars of financial literacy—and how applying them can significantly increase your net worth over time.David shares practical strategies for saving, investing, managing debt, protecting assets, and minimizing taxes—whether you're at the beginning of your financial journey or preparing to exit a successful business. He also covers various investment strategies, the significance of real estate, and the advantages of personalized giving. David elaborates on exit planning for business owners, aligning their financial activities with their values and long-term goals. Key Takeaways:5:03  Why financial literacy is the true foundation of wealth 4:45 How to determine the right time to work with a financial planner 5:09 Real-life applications of the 5 pillars: save, invest, protect, manage debt, and reduce taxes8:22 What stocks, real estate, and entrepreneurship have in common—and how to choose your path15:46 The strategic value of philanthropic giving and impact investing 19:12 What business owners need to know about exit planning 

Tiffany Pearson-Kilgore and Ashley Rutland are cousins and co-founders of 'Planned To a T,' a financial education nonprofit. Discover how the duo transitioned from education to founding their organization aimed at teaching financial literacy to underserved communities. They share the skills they've transferred from teaching to running their nonprofit and impactful advice on financial wellness. Learn about their innovative workshops, the importance of needs vs. wants, and their mission to close the wealth gap among young people. Come for the inspiration; stay for the personal anecdotes and invaluable insights into classroom management, resourcefulness, and the significance of good debt.▬▬▬▬▬ Resources ▬▬▬▬▬Tiffany Pearson-Kilgore: https://www.linkedin.com/in/tiffanykilgore27/Ashley Rutland: https://www.linkedin.com/in/ashley-rutland-73a22915/Ari Stein: https://www.linkedin.com/in/aristein/Trey Roth: https://www.linkedin.com/in/treyroth/Darrell Booker: https://www.linkedin.com/in/darrellbooker/Planned to a T: https://www.plannedtoat.org/Guy Raz, the one word: https://www.linkedin.com/posts/guyrazpodcasts_the-one-word-every-entrepreneur-must-learn-activity-7336025450290323458-wn6G/Howard Schultz on Acquired: https://open.spotify.com/episode/4c0HfHEdkcaHLXyyM5KFAF?si=b0077fd126fd4cd7Instagram: https://www.instagram.com/cacklemedia/TikTok: https://www.tiktok.com/@cacklemediaX: https://x.com/CackleMediaLLCYouTube: https://www.youtube.com/@CackleMediaLinkedIn: https://www.linkedin.com/company/cacklemedia/Support the pod when signing up for Descript / SquadCast: https://get.descript.com/transferableskillSign up for our newsletter: https://shorturl.at/WDrfTWant to be a guest on the show?: https://shorturl.at/umZ2l▬▬▬▬▬ Timestamps ▬▬▬▬▬00:00 Introduction and Guest Welcome00:56 Guests' Backgrounds and Career Paths04:28 Founding "Planned To a T"05:49 Financial Literacy and Education09:03 Challenges and Strategies in Financial Management19:00 Teaching Skills and Classroom Management23:24 The Importance of Presentation Style23:53 Classroom Management and Relationship Building28:09 Resourcefulness and Assertiveness in Business33:16 Financial Literacy: Personal Experiences and Lessons40:27 The Value of Good Debt43:47 Reflecting on Past Jobs and Future Goals46:43 Conclusion and Final Thoughts

Right Thinking with Steve Coplon.This week's show is called "The Light at the End of the Tunnel." Tune in and hear Steve share thoughts on a recent road trip that has provided clarity and confirmation that the path he is traveling through life on is the right path.  This show will give hope and encouragement to all who listen.In this episode, I recount a transformative road trip titled "The Light at the End of the Tunnel" with my friend Jack. Our journey through several states sparked reflections on friendship, adventure, and personal growth. A highlight was a hike through the Blue Ridge Tunnel, symbolizing the clarity found amidst challenges.We visited the Napoleon Hill Foundation, where discussions on applied faith inspired me to emphasize the importance of belief and action. I conclude by celebrating family connections, reminding listeners that love and support guide us through life's tunnels.https://www.talknetworkradio.com/hosts/right-thinking

Vince Shorb is the founder of the National Financial Educators Council (NFEC), a social enterprise built from the ground up without external funding or institutional backing. Driven by a passion for financial literacy, Vince turned his vision into a nationally recognized organization, reaching a 2025 run rate of over $1 million and reinvesting more than $10 million into financial education initiatives. His journey is a testament to entrepreneurial hustle, mission-driven leadership, and the power of equipping others with life-changing knowledge. On this episode we talk about: Vince's entrepreneurial roots—hustling cans, running a black-market amphibian business, and learning from family role models The influence of his entrepreneurial grandfather and risk-managing relatives on his approach to business and life Early real estate investments: buying his first rental at 19 and a Huntington Beach condo at 20, and the creative strategies he used to get started The realities of financial services: 15 years in mortgages, funding, and trading, and the turning point that led him to financial education The founding of NFEC and the mission to proactively empower people with financial knowledge—before they hit crisis points The gaps in traditional education: why schools still don't teach the basics of money, entrepreneurship, or career readiness The critical need for financial literacy, entrepreneurship, and real-world skills for today's youth The importance of normalizing conversations about money, value creation, and the realities of work and business ownership How NFEC helps parents, teachers, and communities build local financial wellness initiatives Top 3 Takeaways Financial Literacy is Essential: Everyone needs to understand how to earn, manage, and grow money—because schools aren't teaching it, and life is unforgiving without it. Entrepreneurial Mindset Matters: Even if you don't start a business, thinking like an entrepreneur—solving problems, creating value, and taking initiative—will set you apart in any career. Empowerment Over Entitlement: Success comes from adding value, not expecting it; learning financial and business fundamentals helps you take control of your future, regardless of the economic climate. Notable Quotes “You need to know how to earn money and manage money. Those are the two things you need for survival—and they're completely ignored by our education system.” “I felt like I was putting a Band-Aid on people's problems. I wanted to solve the root issue—empowering people with knowledge before they hit crisis.” “Every working person is a product of entrepreneurship. You either start a business or you work for one—there's no other way to make money.” Connect with Vince Shorb & NFEC: Website: financialeducatorscouncil.org

Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves “so dull they sparkle.” He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this episode he shares with us: Why every late-starter's to-do list should begin with an emergency fund and Social Security game plan before touching their asset mix How low fees—not “sexy” alts—make numbers grow His soup-to-nuts review (including insurance gaps, estate docs and Investor Policy Statement) How simplicity wins  

From Compliance to Strategy: How Smart Business Owners Build Long-Term Success | Christopher Papin The Entreprenudist Podcast https://entreprenudist.com Episode with Christopher Papin, Owner of Papin CPA In this insightful interview, Christopher Papin breaks down how business owners can shift from basic compliance to strategic, long-term planning by leveraging the power of advisory services, financial insight, and legal integration.

Skip Wilson: The Secret to Scalable Advertising Execution Without Tech Overload The Entreprenudist Podcast https://entreprenudist.com On this episode of The Entreprenudist Podcast, we sit down with Skip Wilson, CEO of DRAFT Media Partners, to discuss why empathy and operational excellence—not just technology—are the real engines of sustainable success in advertising. With 100+ clients across four locations, Skip shares exactly how his team builds systems that scale, deliver measurable results, and keep humans—not just tools—at the center of every campaign.

Tripp Limehouse discusses the critical differences between saving and investing, emphasizing the importance of liquidity and emergency funds. He explores the balance between saving for short-term needs and investing for long-term growth, while also introducing the concept of phased retirement as a strategy to ease into retirement. The Green Line Principle is presented as a safe money strategy that protects against market losses while providing growth potential. Listeners are encouraged to evaluate their financial strategies and consider personalized retirement planning. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Join Lisa Zeiderman and Precious Williams as they welcome Erika Wasserman, one of only 100 certified financial therapists in the United States and founder of Your Financial Therapist, to the Power of the Ask podcast. Drawing from her personal journey through divorce and reinvention, Erika shares her signature Money Mindset Method and reveals how our backgrounds, cultural influences, and past experiences shape our relationship with money. In this eye-opening conversation, Erika demonstrates how to move beyond financial shame and fear to create healthier money conversations in every area of life. Whether you're navigating a breakup, planning for retirement, or simply want to feel more confident about your financial decisions, this episode offers practical tools and compassionate guidance. You'll discover: The Foundation of Financial Therapy: Learn what financial therapy really means and why talking about money feels so uncomfortable for most people The Money Mindset Method: Erika's five-step framework (M.O.N.E.Y.) for having productive financial conversations in any situation Breaking Generational Patterns: How family background, culture, and personal experiences create our money stories and how to rewrite them Practical Conversation Starters: Real strategies for discussing finances with partners, family members, and even yourself Financial Trauma Recovery: Compassionate approaches to healing from past financial wounds and building trust in new relationships  Important Links:Savvy LadiesPrecious Williams' LinkedInLisa Zeiderman's LinkedInImportant Links for Erika:Erika Wasserman's LinkedIn Your Financial Therapist Website About Erika Wasserman: Erika Wasserman, the visionary CEO and founder of Your Financial Therapist, established the company in 2019 with a mission to transform how people view and manage their financial lives. As a Certified Financial Therapist (CFT-I™)—a prestigious certification held by fewer than 70 professionals worldwide—Erika blends her expertise in finance and international economics with her passion for empowering individuals, couples, and organizations to rethink their relationship with money.She is also the creator of the innovative Let's Talk Finances: Financial Wellness Conversation Cards. This unique tool features 50 thought-provoking questions designed to spark meaningful conversations about money, fostering financial clarity and emotional connection.Erika's academic credentials include a Bachelor of Business Administration (BBA) from the University of Florida and a Graduate Certificate in Financial Therapy from Kansas State University. Her work reflects a deep commitment to financial well-being, making her a trusted expert in financial therapy. 

Common college debt traps are avoidable! Emilie Chowdhury was lucky to learn smart money habits early on, but after nearly a decade in the corporate world, she realized most of my friends—brilliant, educated women—had never been taught how to manage their finances. And the truth is, we shouldn't have to rely on luck to learn this. Financial education should be accessible to all of us. That's what sparked this community: no MLMs, no get-rich-quick schemes, no clickbait. Just honest, approachable, and supportive guidance. Inspired by the power of strong female friendships, Emily's mission is to give you the tools to take control of your money so you can thrive, not just survive. In episode 585 of the Fraternity Foodie Podcast, we find out why Emilie decided on Northwestern University, what was special about Alpha Chi Omega, her journey from the corporate world to financial literacy education, what inspired her, how you can flip the "I'm a broke college student" mindset, what are some budgeting strategies for college students, tips to improve chapter-wide financial literacy for treasurers, how to avoid common college debt traps, how to get started with investing, and small steps you can take to own your first home. Enjoy!

At just 16 years old, young author Jia Rastogi blends storytelling with financial wisdom in her debut book 'Class Clown to Wealth Wizard'. She has also been a finalist for the 'Teen Entrepreneur of the Year 2024'. Speaking with SBS Hindi, she shares the challenges of writing and offers practical guidance on mastering the art of saving and managing money.

In this episode of Boldin Your Money, Steve Chen talks with Andy Hill, creator of Marriage, Kids and Money, about Andy's journey from having a negative net worth to achieving financial independence through intentional saving, living on one income, and aligning money decisions with family goals. Andy shares how reaching “Coast FI” allowed his family to work less and enjoy life more, the importance of early financial conversations with a partner, and his strategies for teaching kids about money by making it a regular, open topic. He also reflects on how purposeful time use can lead to a happier, healthier life and discusses his upcoming book Own Your Time, which helps parents build financial security while prioritizing family.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Teri Williams. Thanks! The transcript from this episode of Money Making Conversations Masterclass features a powerful and informative interview with Teri Williams, President, COO, and owner of OneUnited Bank, the largest Black-owned bank in the United States. 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 Teri Williams. Thanks! The transcript from this episode of Money Making Conversations Masterclass features a powerful and informative interview with Teri Williams, President, COO, and owner of OneUnited Bank, the largest Black-owned bank in the United States. 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 Teri Williams. Thanks! The transcript from this episode of Money Making Conversations Masterclass features a powerful and informative interview with Teri Williams, President, COO, and owner of OneUnited Bank, the largest Black-owned bank in the United States. Here's a breakdown of the key highlights and takeaways:

Join Corey Quinn and Chris Martinez, CEO & Founder of Bloom, to hear how he transformed a turbulent past into a thriving agency career. Chris opens up about the power of financial literacy, why “Facts Not Feelings” drives every major decision, and what it really takes to build an agency that can grow (and sell). From pricing strategy to personal therapy, Chris shares bold insights every agency owner needs to hear. Episode Highlights: - From Trouble to Triumph — How Chris turned personal adversity into entrepreneurial drive. - Facts Not Feelings — Why this philosophy is key to smart, emotion-free decision-making. - Financial Literacy for Founders — The metrics every agency owner must master to grow and sell. - Building a Sellable Agency — What makes a business attractive to buyers (and what doesn't). - Therapy and Leadership — How self-work translates into stronger leadership and better business. - Team Over Everything — Why assembling the right people boosts value and scalability. - Market-Rate Mindset — Why paying yourself properly reveals your agency's true worth. - Plan It, Prove It — The importance of documenting strategy before making big moves. - Profit with Purpose — Why Chris plans to donate the majority of his wealth to charity. The resources mentioned in this episode are: - Check out Bloom: https://bloompartners.io - Buy “Facts Not Feelings” by Chris Martinez: https://www.amazon.com/Facts-Not-Feelings-Mastering-Marketing/dp/B0DPCRHY87 - Connect with Chris Martinez on LinkedIn: https://www.linkedin.com/in/chrismartinez13 - Follow Chris on Instagram: https://www.instagram.com/chrisfrombloom - Listen to Operation Agency Freedom Podcast: https://bloompartners.io/our-podcast

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Attorney Ken Harris: Former NBA and NFL agent, attorney based in Charlotte, NC, and author of the novel Dark Trades. The novel explores an alternate history: What if the South had won the Civil War?

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Attorney Ken Harris: Former NBA and NFL agent, attorney based in Charlotte, NC, and author of the novel Dark Trades. The novel explores an alternate history: What if the South had won the Civil War?

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Attorney Ken Harris: Former NBA and NFL agent, attorney based in Charlotte, NC, and author of the novel Dark Trades. The novel explores an alternate history: What if the South had won the Civil War?

Michelle Taylor is the founder of the Women and Wealth Initiative, a transformative platform aimed at empowering women to take control of their financial futures. With over a decade of experience in financial services, Michelle is committed to closing the wealth gap by providing financial education and a supportive community for women from all walks of life. From business owners preparing for exit strategies to stay-at-home moms managing household budgets, Michelle's initiative helps women define and achieve their version of financial success with confidence and clarity. Michelle also hosts the podcast, Talk Wealthy to Me.

In this episode of About That Wallet, host Anthony Weaver speaks with Wanda Belle, a financial wellness coach and founder of Bell Financial Services. They discuss the challenges of the Sandwich Generation, who financially support both children and aging parents. Wanda shares her journey from financial struggle to empowerment, emphasizing planning and discipline.The conversation covers practical strategies for budgeting, debt elimination, and building financial confidence. Wanda highlights the importance of monthly financial check-ins with her son to foster open communication about money.Wanda reflects on her past experiences and the lessons learned, reminding listeners that anyone can transform their financial situation. She also stresses the value of continuous education in navigating the financial landscape.

In this episode of Beyond The Money, Jackie Campbell interviews Mary Beth Franklin, a seasoned expert in Social Security and retirement planning. They discuss the critical importance of understanding Social Security benefits, the impact of claiming age on lifetime income, and the political challenges facing the program. Mary Beth emphasizes the need for strategic planning, especially for married couples, and highlights recent legislative changes that could benefit many individuals. The conversation also touches on the importance of tax planning in retirement and the role of financial advisors in navigating these complex decisions. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

"You know what every single personal injury lawyer can tell you that every single one of their clients all have in common without one single exception? None of them expected to get in a car wreck the morning they woke up, left the house, and got in the car wreck. Life just happens." – RJon Robins In this episode of the Profit First for Lawyers podcast, we look at what happens to your business and family if you get hit by a bus tomorrow. It sounds dramatic, but this sobering question matters more than almost anything else we've talked about so far. For a topic this important, RJon delivers some real talk about the difference between having a business versus having a job where you work for yourself. Here's a hint: If your business cannot run without you, you don't really have a business. RJon in the Studio and on the Stage In a clip from the audiobook recording session, which has since become cutting room floor content, RJon breaks down what it really means to build a sustainable business. The reality is no logical person would invest in a business without understanding how it is expected to generate revenue and profit. So why would you ask your family to invest in a business that does not have clear systems for continuing on without you? A second clip from a 2023 How To MANAGE a Small Law Firm Live Quarterly Meeting brings to light the three choices we all make when it comes to financial literacy. Choice one: become financially literate and be in control of your future. Choice two: remain financially illiterate and settle for life's leftovers. Choice three: be financially literate but ignore your financials. The question both clips bring to the surface: Are you making the right financial literacy decisions? Resource: Profit Leak Assessment The Profit Leak Assessment is a practical, on-demand course to help law firm owners find thousands of dollars in potential profit leaks. Karli teamed up with Evelyn Aucoin, Financial Literacy and Strategy Expert with How To Manage A Small Law Firm to create this resource for law firm owners. Click the button below to start plugging the profit leaks in your firm. Your future self will thank you for it! Tea Time with Karli Karli shares a recent conversation with RJon that left her silent and stunned. It started with a simple question and ended with a reality check so powerful it sent her into immediate action. The scenario RJon painted will make you rethink everything you know about protecting the people you love. Key Takeaways Life happens without warning so build systems that ensure your business can run without you Financial literacy is a choice Stop waiting for the "right time" to take action This episode is a reality check about taking responsibility for both your business and your family's future. Whether it's building systems that allow your law firm to generate revenue without your constant presence Or creating legal documents that protect your loved ones, the message is clear: if you love them, plan like you won't be here tomorrow. Connect and Engage Subscribe to the Profit First for Lawyers podcast Watch episodes on YouTube Follow Profit First For Lawyers on social media: LinkedIn | Instagram | Facebook And most importantly, order your copy of Profit First for Lawyers today!

In this episode of The Tactical Empire, Jeff Smith introduces his new book, Operation Wealth, a playbook for achieving financial freedom through cash flow strategies and smart asset investments. He dives into the importance of financial literacy and escaping traditional financial systems that trap individuals in a cycle of working for money. Jeff shares actionable insights on generating cash flow, building wealth through investments, and the value of community support in achieving financial goals. Tune in to learn how to take control of your financial future with practical, proven strategies.00:00Introduction to Operation Wealth02:53The Importance of Financial Freedom06:01Implementing Cash Flow Strategies08:51The Seven Levels of Financial Freedom

In this engaging conversation, Stephen Schmidt interviews James Jones, a seasoned real estate entrepreneur with over 20 years of experience. James shares his journey from a challenging childhood experience with a bad landlord to becoming a successful property manager. He discusses his approach to managing properties across multiple states, his commitment to community impact, and the importance of mentorship and financial literacy. The conversation also touches on balancing family life with business, future aspirations, and the significance of perspective and faith in achieving 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   —--------------------

Micheal Ledo, CEO of Rise Sports Advisor, Malik Hooker of the Cowboys, Jaylon Smith of the Raiders, Sam Williams of the Cowboys, D'Ante Smith of the Bengals, and 17 year NBA Vet, Thaddeus Young, sit down to chat about life outside their sport at the Rise Symposium. Try Huel with 15% OFF for New Customers today using my code ATHLETESANDASSETS at https://huel.com/ATHLETESANDASSETS. Fuel your best performance with Huel today!

Nathan (aka, NDUB) invites Chris Magaña back on the show to discuss the steps to building wealth for beginners. Chris, the money nerd, talks on the importance of assessing one's current financial situation, understanding spending habits, and the significance of discipline in wealth building. He also touches on the need to embrace struggles and the evolving definition of wealth over time.  #wealthbuilding #financialliteracy #investmentstrategies #marketing #marketing #budgeting #financialgoals

Today, we're sitting down with Doug Lynam - Marine, monk, money coach, and author of Taming Your Money Monster. Doug doesn't just help people build better budgets. He helps them untangle the deep wounds, attachment patterns, and spiritual beliefs that shape how we handle money. We talk about money not as a neutral tool, but as something we carry stories about - stories that often go back to childhood, shaped by shame, fear, or control. Doug shares how the Enneagram and attachment theory can help us make sense of our financial habits and, more importantly, heal them. He offers a vision of financial health that's rooted in authenticity, generosity, and service to a broken world. If you've ever felt anxious around money, avoided looking at your bank account, or struggled to align your finances with your deepest values join us. Doug Lynam graduated at the top of his class from Marine Corps Officer Candidate School in 1995, then turned down his commission to become a Benedictine monk. During his 20-year monastic journey, he headed the mathematics department at a prestigious private school while helping his community recover from bankruptcy. After leaving the monastery in 2017, he joined LongView Asset Management in Santa Fe, New Mexico—a sustainability-focused B Corp—where he helped manage over a quarter-billion in assets. A sought-after authority on conscious wealth creation, Doug is the author of From Monk to Money Manager and Taming Your Money Monster: Nine Paths to Money Mastery with the Enneagram.Doug's Book:Taming Your Money MonsterDoug's Recommendation:12 Rules for LifeSubscribe to Our Substack: Shifting CultureConnect with Joshua: jjohnson@allnations.usGo to www.shiftingculturepodcast.com to interact and donate. Every donation helps to produce more podcasts for you to enjoy.Follow on Facebook, Instagram, Twitter, Threads, Bluesky or YouTubeConsider Giving to the podcast and to the ministry that my wife and I do around the world. Just click on the support the show link belowSubscribe on Substack for Early, Ad-Free Episodes and More Support the show

In this powerful episode of Mindset Mastery Moments, Dr. Alisa Whyte is joined by Certified Financial Planner™, author, and life coach Misty Lynch for a deep dive into the beliefs and behaviors that shape our financial lives. Together, they unpack the often-overlooked difference between financial literacy and money mindset, revealing why mastering both is key to lasting wealth and success.The conversation covers:The impact of financial trauma and childhood experiences on adult money behaviorWhy mindset is the operating system behind every financial tool or strategyHow women have been historically excluded from financial conversations—and how to change that narrativeCultural scripts around women and wealth and the importance of reshaping financial identityThe shift from scarcity to abundance, and how that shift starts internallyHow to build a values-based budget that aligns spending with joy and purposeAccessible paths to investing and wealth building for people at all income levelsMisty shares her own journey from corporate career to entrepreneurship, her early experiences with investing, and practical, approachable insights for anyone looking to break through money blocks and take control of their financial future.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Leketa Hawkins Also known as the Pocketbook Strategist. She is a financial literacy advocate and business consultant based in North Carolina, offering tools and resources to help individuals and small business owners take control of their financial futures.

In this captivating episode of On the Brink with Andi Simon, I welcomes an unstoppable force in the world of finance, Victoria Woods—entrepreneur, wealth advisor, speaker, author, and the renowned Financial Diva. What makes Victoria's story so compelling isn't just her success in managing money for millionaires and billionaires—it's how she got there, and what she's teaching women everywhere about stepping into financial power. Victoria's journey began in humble, even challenging circumstances. Growing up poor, abandoned by her father at 11, she learned early how to hustle, survive, and eventually thrive. From organizing games for neighborhood kids to modeling for Montgomery Ward in exchange for school clothes, she was a born entrepreneur. But it was her uncanny ability to see opportunity where others saw limits that ultimately launched her into success. Women, It is Time To Master Your Money Her first “real” pivot came while working in retail. Rather than taking a promotion, she pitched a new concierge buying service to her boss—a bold move that soon had executives handing her their credit cards and letting her shop for their wardrobes. That fearless innovation caught the attention of a financial executive who saw something unique in Victoria: resilience, determination, and an uncanny knack for follow-through. He recruited her into the world of financial advising. Seven months later, Victoria took the leap—and never looked back. Now the founder and CEO of ChappelWood Financial Services in Edmond, Oklahoma, Victoria advises high-net-worth individuals, particularly women who are often underserved or underrepresented in wealth management. But her mission is broader: to educate and empower women about their finances, especially business owners who need to understand, not fear, their numbers. Watch our podcast video on YouTube here: Key Lessons from Victoria Woods on Women, Money and Mastering Your Future 1. Your Gut Is Your Superpower—But So Are Your Numbers. Victoria reminds listeners that while your instincts matter, success demands fluency in your financials. “If you're not comfortable with the numbers, you've got to get comfortable,” she says. “You should be able to read your profit and loss statements, understand your balance sheet, and question your accountant.” Her practical advice: take an accounting class—even if you're already running a company. Know your numbers or risk being run by them. 2. Don't Outsource What You Don't Understand. Too many women assume someone else—often a spouse—will handle their finances. Victoria pushes back. “90% of women will manage their own money at some point in their life,” she says. “You must know what you own, owe, spend, and invest.” Whether you're growing a business, selling one, or inheriting one, financial literacy is not optional. 3. Exit on Your Own Terms. One of Victoria's most powerful messages is about preparing for what's next. Succession planning, business exits, and legacy planning all require strategic thought before there's a crisis. “Don't plan in the middle of a tornado,” she says. “Start when the sun is shining.” She shares how she's guided women through inheriting family businesses, navigating complex buyouts, and staying strong in boardrooms full of skeptics. 4. Build Your Team with Intention. When hiring financial advisors, accountants, or legal professionals, Victoria encourages women to trust both their head and their heart. “Would you want to have dinner with this person every month?” she asks. Chemistry and clarity matter. Her book, It's All About the Money, Honey!, includes practical questions women should ask potential advisors—plus the answers they should expect to hear. 5. Serve First, Sell Second. At the heart of her success is a simple philosophy: be the easy button. Whether solving a client's complex tax issue or finding an international attorney for a property dispute, her focus is always service. That's how she built a practice with 100% retention and a global clientele. “Clients don't want more work,” she says. “They want someone who makes their lives easier.” You can read more in her book, "It's All About the Money, Honey," on Amazon. Why This Conversation about Money and Women Matters Now Women control more wealth today than at any time in history, and the number of women-owned businesses is soaring. Yet many still feel unprepared to manage that wealth with confidence. This episode is a powerful reminder that financial empowerment is about knowledge, confidence, and the courage to ask questions. As Victoria says, “Don't take advice from broke people—physically, financially, or spiritually.” Whether you're launching a startup, scaling a company, or planning a graceful exit, take time to get financially fluent. The future is female—and she should be well-funded. Learn More To learn more about Victoria Woods, visit ChappelWood.com or search for The Financial Diva online. You can also find her book It's All About the Money on Amazon and listen to selected chapters she's recorded to hear her passion and humor come alive. Ready to get off the brink? Follow the podcast for more stories of women transforming business and life—with purpose, power, and yes, profit.  Listen to these other podcasts or read the blogs about them: 438: How Nicole Loftus Is Disrupting Venture Capital 437: Erika Baez Grimes: Purpose-Driven Business Transitions 436: Women, #WorkSchoolHours Can Transform Your Life Connect with me: Website: www.simonassociates.net Email: info@simonassociates.net Books:  Learn more about our books here: Rethink: Smashing the Myths of Women in Business Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success On the Brink: A Fresh Lens to Take Your Business to New Heights Listen + Subscribe: Available wherever you get your podcasts—Apple, Spotify, Stitcher, YouTube, and more. If you enjoyed this episode, leave a review and share with someone navigating their own leadership journey. Reach out and contact us if you want to see how a little anthropology can help your business grow.  Let's Talk! From Observation to Innovation, CEO | Corporate Anthropologist | Author Simonassociates.net Info@simonassociates.net @simonandi LinkedIn  

Building strong financial foundations isn't just about numbers, it's about nurturing relationships and leaving a legacy. How can financial advisors inspire trust and empower the next generation? What role does education play in creating lasting client relationships? In this episode, Referral Coach Bill Cates interviews Jeff Panik, CFP®, MSFS, CRPS, Principal of Balanced Wealth Partners, … Continue reading #92 Connecting Generations Through Financial Literacy with Jeff Panik, CFP®, MSFS, CRPS →

Send us a textListen. If you think this episode is just for parents of teenagers, I need you to hold up. Because what Shannon Simmons and I dig into here isn't just about managing your kid's allowance—it's about navigating a totally different financial universe than the one we grew up in.I invited Shannon back on the pod because her last episode was a fan fave, and now she's got a new book that I devoured in 24 hours. It's called Making Bank: Money Skills for Real Life and it's basically financial literacy for teens—but don't get it twisted. This is not some dry “save your pennies” snoozefest. It's about understanding the real financial landscape your kids (and let's be real, you) are living in.We talk about how today's teens have never even touched money—like, cash—because everything is tap, tap, tap on a phone. Combine that with Finfluencers on TikTok, access to investment platforms at 18, and insane social pressure from the Sephora skincare aisle, and you've got a perfect storm of confusion, shame, and money mistakes waiting to happen. Shannon breaks down how to actually talk to your kids about money, how to let go of control without losing your mind, and how to set boundaries that don't involve micromanaging their bank account like a total psycho (guilty ✋).And hey—if you don't have teens? You still need to hear this. Because we're all unlearning money shame and trying to build a better financial foundation. This episode is warm, smart, and a little spicy (as always). You're gonna want to listen twice.What's Inside: • Why money is a whole different ballgame for Gen Z (and how their brains are wired for danger) • How Finfluencers are actually shaping teen money habits (not always a bad thing!) • The emotional side of money—shame, fear, and passing down your own baggage • Why buying lunch at the cafeteria might be a non-negotiable life skill (no, really)Let's be real—What does “financially thriving” look like to you? Is it your kid building a bomb-proof money mindset? Is it not flinching when they ask for $20 for TikTok face serum? Is it you not spiraling every time they blow it all on sushi and bubble tea? Look, it's possible. That kind of emotional and financial peace? That's rich.I brought Shannon back on the pod because I want that for you—and for your teens. So tell me: what's your biggest WTF when it comes to kids and money? Come chat with me on Instagram. I need to know I'm not the only one who's been Oliver's dad.

The largest wealth transfer in human history is already underway - and women are positioned to inherit the majority of it. But most women aren't prepared for what's coming, and the implications extend far beyond individual bank accounts. In this transformative episode, I sit down with Chelsea Williams, fractional CFO and self-proclaimed "money whisperer," who reveals the shocking truth about women's exclusion from the financial system and why the next 20 years will reshape society itself. Chelsea accidentally discovered accounting in college when everyone told her to avoid it. That "mistake" led to a career revelation: she had a natural gift for numbers, but more importantly, she understood that money conversations needed a completely different approach - especially for women. Episode Highlights: The Historical Context Most Women Don't Know Chelsea breaks down the "financial algorithm" - how the financial system was built by and for white male property owners for 99% of its existence. Women couldn't even get credit cards without male co-signers until 50 years ago. We were literally listed as assets on men's financial applications. The Coming Wealth Revolution, as baby boomers pass away over the next two decades, trillions of dollars will transfer to their heirs - with the majority going to women. This represents the first time in history that women will control this level of wealth, but it also threatens to dramatically widen the wealth gap. Why Women Handle Money Differently Research shows that when women control financial resources, entire communities benefit. We're natural multipliers - whatever you give us, we make it grow and share it. But we've been taught to negotiate and invest using masculine strategies that don't align with our strengths. A Revolutionary Social Impact Vision Chelsea shares her groundbreaking project: converting vacant nursing homes (left empty as boomers pass away) into supportive community living spaces for single mothers, complete with financial literacy programs, childcare, and mentorship. It's a perfect example of how women can use inherited wealth to create systemic change. The Skills We Need Now Financial literacy isn't optional anymore - it's essential preparation for this generational shift. But Chelsea emphasizes we don't need to become masculine to succeed. We need to lean into our natural strengths while building competency in negotiation, investment strategy, and wealth management. What You'll Learn: Why the wage gap is partially about skills we were never taught (and how to close it) The generational patterns embedded in women's DNA around money How to prepare yourself and your business for unprecedented economic change Why supporting other women isn't just nice - it's strategically essential The balance needed as men navigate their changing role in this new paradigm   This conversation will fundamentally shift how you think about money, opportunity, and your role in the largest wealth transfer in human history. The future truly is feminine - but only if we step into it with intention and preparation. Guest Bio: Chelsea Williams is a fractional CFO, money strategist, and founder of Money Mastery. With over a decade of experience working with entrepreneurs and individuals on their finances, she's discovered that money conversations are "always and never about the money." Her mission is to splash color on the traditionally black-and-white topic of finance, especially for women preparing for unprecedented economic opportunity. Resources Mentioned: "The Soul of Money" by Lynn Twist Money Mastery website: https://www.moneymastery.work/  Financial literacy resources for women Domestic violence support organizations   Connect with Chelsea: Website: https://www.moneymastery.work/. Sign up for her newsletter to stay updated on the nursing home conversion project and receive wealth transfer insights. Connect with Sarah Walton: Website: https://sarahwalton.com/  Abundance Academy: https://sarahwalton.com/abundance-academy/  Social Media: https://www.instagram.com/thesarahwalton/  You can check out our podcast interviews on YouTube, too! http://bit.ly/YouTubeSWalton  Thank you so much for listening. I'm honored that you're here and would be grateful if you could leave a quick review on Apple Podcasts by clicking here, scrolling to the bottom, and clicking "Write a review." Then, we'll get to inspire even more people! (If you're not sure how to leave a review, you can watch this quick tutorial.)

In this episode of the Real Estate Pros Podcast, host Stephen Schmidt welcomes Guy Barretta, a seasoned real estate professional with over 25 years of experience. They discuss Guy's journey in the real estate industry, the challenges faced by brokerages, and the importance of operational improvement. The conversation delves into the significance of empathy in real estate transactions, current market trends, and investment opportunities. Guy shares valuable lessons learned from his experiences, including mistakes that cost him time and money. The episode concludes with reflections on the importance of financial literacy and the need to connect with nature in today's synthetic reality. 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   —--------------------

Welcome to another powerful episode of the Building Your Money Machine Show! Today, we're cutting through the jargon and the shame to talk straight about financial literacy—everything they didn't teach you in school but absolutely should have. If you've ever sat in a classroom wondering when you'd use all that stuff in real life, I've been there too. The truth is, nobody handed us a rulebook for money—they just tossed us in the deep end and figured we'd swim.I'm bringing you practical, action-oriented steps to master your money—no PhD or complicated spreadsheets required. We're breaking down the real lessons, the habits, the mindset shifts, and yes, a few dad jokes along the way. Let's demystify credit scores, debt, savings, investing, and protecting what you've built, so you can take control of your financial future.Remember, financial freedom isn't about being a math genius; it's about choices and the freedom those choices bring.IN TODAY'S EPISODE, I COVER:Why financial literacy is your ultimate superpower—and the one school should have started withThe truth about money mindset: how your early money beliefs shape your habits and outcomes, and how to start rewriting those stories nowThe step-by-step pillars to building your money machineA 30-Day Money Makeover PlanThe critical importance of habits, behaviors, and making tiny but consistent changes for big, lifelong resultsRECOMMENDED EPISODES FOR YOUIf you liked this episode, click here to enjoy these and more:https://melabraham.com/show/The One Choice That Will Determine Your Financial FutureIf You Knew This About Banks, You Would Think Twice Before Giving Them Your MoneyAccountant Explains: The 4 Money Personalities - Which one are you?6 Things I'd Tell My 20-Year-Old Self (as a 63-Year-Old Multimillionaire)Financial Literacy is The Lowest it's Ever Been This is SadRECOMMENDED VIDEOS FOR YOU If you liked this video, you'll love these ones:The One Choice That Will Determine Your Financial Future: https://youtu.be/RquD90vfEvsIf You Knew This About Banks, You Would Think Twice Before Giving Them Your Money: https://youtu.be/S3LY1rBDIe4Accountant Explains: The 4 Money Personalities - Which one are you?: https://youtu.be/H6-F2EEn-Ps6 Things I'd Tell My 20-Year-Old Self (as a 63-Year-Old Multimillionaire): https://youtu.be/aqTn3Us9q5oORDER MY NEW USA TODAY BESTSELLING BOOK:Building Your Money Machine: How to Get Your Money to Work Harder For You Than You Did For It!The key to building the life you desire and deserve is to build your Money Machine—a powerful system designed to generate income that's no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.Part money philosophy, part money mindset, part strategy, and part tactical action, these powerful frameworks will show you how to build your money machine.When you do you'll also get over $1100 in wealth resources & bonuses for FREE! TAKE THE FINANCIAL FREEDOM QUIZ:Take this free quiz to see where you are on the path to financial freedom and what your next steps are to move you to a new financial destiny at http://www.YourFinancialFreedomQuiz.com

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: