Podcasts about Financial literacy

Morningstar's Christine Benz and investing-history legend Dr. William Bernstein announces the Jonathan Clements "Getting Going on Savings" Initiative. In 2024, Jonathan was diagnosed with a terminal illness and decided to use the proceeds from a final book to kick-start a new program that will directly help fund Roth IRAs for young adults (especially from low-income households) to the tune of $1,000 each. The John C. Bogle Center for Financial Literacy, a 501(c)(3) non-profit, is assisting with the project and 'Catching Up to FI' is proud to spread the word by replaying this conversation that originally aired on the 'Bogleheads on Investing' podcast (5/27/25).   ===    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)  

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ashley Joi Boyd. A Grammy-nominated songwriter, music producer, real estate developer, and author of Financially Fly: Mastering Money and Wealth for Women. Ashley shares her journey from co-writing Justin Bieber’s hit “Yummy” to overcoming bankruptcy and becoming a financial literacy advocate. The conversation explores the music business, financial empowerment, generational wealth, and the importance of mindset and self-investment.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ashley Joi Boyd. A Grammy-nominated songwriter, music producer, real estate developer, and author of Financially Fly: Mastering Money and Wealth for Women. Ashley shares her journey from co-writing Justin Bieber’s hit “Yummy” to overcoming bankruptcy and becoming a financial literacy advocate. The conversation explores the music business, financial empowerment, generational wealth, and the importance of mindset and self-investment.

Join us for an inspiring conversation with Melissa Cox, a certified financial planner from Dallas, Texas, who shares her remarkable journey from financial chaos to expertise. Melissa opens up about her accidental entry into the financial industry and how her personal struggles with money motivated her to become a better planner. She passionately discusses the societal misconceptions women face regarding financial capabilities and emphasizes the importance of understanding one's financial beliefs. Melissa encourages women to start with small, manageable steps to build financial confidence and take control of their financial futures. By eliminating shame around financial choices, she empowers women to confidently navigate the world of finance. We also explore a holistic approach to financial planning with Melissa, focusing on the concept of building financial freedom at one's own pace. Through the analogy of constructing a financial "house," she highlights the significance of investments, insurance, and legal documents. The "wealth on purpose formulation" is introduced, emphasizing intentionality and balance in financial planning. Melissa shares insights into her personalized, one-on-one approach with clients, offering exclusive clarity sessions to tailor strategies to individual goals. As Melissa reflects on her journey of writing a book to empower readers in their financial journeys, she underscores the idea that finances are unique to each person and encourages embracing the messiness of it all. Listen in to gain valuable insights and motivation to redefine what it means to be an empowered woman in the financial world.   Connect with Melissa:Website: www.FutureFocusedWealth.com Facebook: Melissa Cox CFP Instagram: @melissacoxcfp   Let's keep the conversation going!Website: www.martaspirk.com Instagram: @martaspirk Facebook: Marta Spirk Want to be my next guest on The Empowered Woman Podcast?Apply here: www.martaspirk.com/podcastguest  Watch my TEDx talk: http://bit.ly/martatedx Every Day Magic teaches mindfulness through ritual and gratitude practices that can be done every day at any age. Purchase your copy today at https://www.amazon.com/dp/B0F2XGKRCN  

Welcome to another exciting episode of Good Morning Liberty! Hosts Nate Thurston and Charlie Thompson kick off the show by celebrating Milton Friedman's 113th birthday, sharing their favorite Friedman videos, and discussing the limited social media engagement on Thursdays. The episode features Part 1 of the popular 'Dumb Bleep of the Week' segment, where they critique various absurdities, including the sentencing for the Canadian Freedom Convoy leaders, California's minimum wage hikes, Elon Musk being termed a 'money hoarder,' and controversial gun control debates. They also touch on the Epstein files, human trafficking, and a new voting system for 'Dumb Bleep of the Week'. Tune in for an engaging conversation filled with humor and critical analysis! (00:00) Intro (00:43) Milton Friedman's Birthday (01:28) Dumb Bleep of the Week: Part 1 (02:56) Canadian Freedom Convoy (05:26) California's Minimum Wage Impact (10:10) Democrats' Outreach Strategy (14:41) Elon Musk and Wealth Distribution (19:39) Stock Market Dynamics and Wealth Valuation (20:48) Elon Musk's Wealth and Investments (22:10) Financial Literacy and Misconceptions (22:49) Debate on AR-15 Assault Rifles Ban (23:48) Gun Laws and Public Safety (31:12) Epstein Files and Political Controversies (36:53) Trump's Trade Policy and Palestine Links: https://gml.bio.link/ YOUTUBE: https://bit.ly/3UwsRiv Check out Martens Minute! https://martensminute.podbean.com/ Follow Josh Martens on X: https://twitter.com/joshmartens13 CB Distillery 25% off with promo code GML cbdistillery.com Join the Fed Haters Club! joingml.com

Have you ever asked yourself? Do I show my children, through my actions, how to maintain a healthy marriage and set high standards for future relationships? How do I intentionally teach my kids lessons about money, relationships, and mental health that they aren't learning in school? How do I respond when my kids come to me with emotional struggles? If you ever thought parenting was just about getting your kids to do their homework and behave, think again. The real curriculum happens at home, in the conversations we have with our children. Today, Larry and Ethan dive into the essential life lessons that high school just doesn't teach—think managing money, building real relationships, navigating mental health, and mastering communication beyond the digital world. Along the way, you'll hear personal stories about fatherhood, learning how to treat women with respect, and the power of leading by example at home. Larry and Ethan also shine a spotlight on the importance of old-school manners, effective boundary-setting, and even the art of saving and investing early. Plus, they get candid about handling rejection, repairing relationships, and the sometimes tough but necessary skill of saying “no.” As always, they keep things light and relatable, weaving in fun anecdotes and a dash of family banter Become the best husband you can: https://bit.ly/deamarriageyoutube In this vital conversation, we dig into: Relationship Skills Aren't Taught in School: Ethan shares how Larry modeled (not just talked about!) the importance of treating women with respect—from a proper handshake to introducing himself to his girlfriend's parents, and how these “old school manners” set him apart in today's world. Larry and Ethan agree: the best lessons are caught, not taught. Money Management Early On Makes a Difference: Larry reminisces about starting Ethan and his brothers on the envelope savings system and quarterly meetings with a financial advisor from a young age. It pays off: Ethan feels more confident with money than most of his peers, recognizing the power of starting early, setting goals, and understanding critical concepts like compound interest. Create a Safe Space for Mental Health: Ethan reflects on how being able to talk openly about tough situations—whether it's heartbreak, anxiety, or just a hard day—has helped him develop emotional resilience. Larry encourages parents to model vulnerability, listen, and share stories from their own journey (even the awkward ones). Saying “No” and People Pleasing: Larry and Ethan get honest about people pleasing, time management, and learning to filter commitments. Larry's golden rule: “If it's not a hell yes, it's a no.” They discuss real-life examples, from turning down extra work projects to standing strong against peer pressure. Repairing Relationships & Healthy Conflict: Ethan shares what works in his relationship: addressing conflict calmly, not going to bed angry if possible, but also not being afraid to sleep on things when emotions run high—with the agreement to circle back and resolve it the next day. Whether you're a dad, a son, or just someone looking to live more intentionally, this conversation is packed with relatable humor, honest reflections, and practical takeaways to help you. Here's what research and observation highlight about family communication: Research shows that 86% of adolescents identify parents as their primary model for relationship skills and values. Studies found that 49% of Americans say they frequently agree to things they don't want to do to avoid disappointing others. Studies found that over 80% of teens say the way their parents communicate with each other directly affects how they approach their own romantic relationships. Pre-order the 'The Pursuit of Legendary Fatherhood' book: thedadedge.com/legendarybook thedadedge.com/alliance  https://1stphorm.com/?a_aid=dadedge Level 1 Bars - https://1stphorm.com/products/level-1-bar/?a_aid=dadedge Phormula 1 -https://1stphorm.com/products/phormula-1/?a_aid=dadedge Join the #1 Mastermind for Legendary Fathers: https://www.thedadedge.com/

On this special Q&A episode—recorded July 29 2025—Paul Merriman gears up for his August 2 keynote at the Garrett Planning Network Retreat, where he will address more than 100 hourly financial advisors about the future of financial literacy. He invites listeners to email questions for the panel (paul@paulmerriman.com) and then dives into ten wide‑ranging listener questions that benefit investors of every age and stage.What you'll learnAdding QQQ to the 10‑Fund “Ultimate Buy‑and‑Hold” portfolio: upside vs. hidden downside.Toughest markets Paul has faced—from the 1966–1981 whipsaw to the 1987 crash—and the timeless lessons they teach.Global diversification in 2025: 50/50 vs. 70/30 U.S./international and why volatility, not return, drives the decision. Table B4, Table B3a and Table B3bSmall‑Cap Value vs. S&P 500 performance: 1975‑1999's 5 % premium, 2000‑2025's 2.6 % edge, and what it means going forward.Avantis + DFA split for deeper diversification (cost, holdings, tracking error).Risks of an all‑Small‑Cap‑Value portfolio and when a worldwide all‑value approach makes more sense.Using DFA International Small‑Cap Value (DFISX) inside a 403(b) for a Two‑Fund strategy.Vanguard STAR vs. Vanguard Wellington: balanced‑fund showdown and why Wellington's 60/40 mix wins in the long run.Rebalancing at age 62: tax‑smart moves, asset‑location tactics, and simplifying with target‑date or balanced funds.Anatomy of the Ultimate Buy‑and‑Hold strategy: 10 equity asset classes, why it started in 1994‑95, and how four‑ and two‑fund variations stack up. Sound Investing Portfolio Returns (1970-2024) 50/50  and  Sound Investing Portfolio Returns (1970-2024) 70/30Paul backs every takeaway with real‑world data—from DFA, Avantis, Vanguard, and Russell indexes—illustrating how disciplined asset allocation can tame the brutal drawdowns that crush performance when investors chase recent winners. You'll hear why trend‑following protected clients in 1987, how dividends rescued returns in the 1966–1981 “go‑nowhere” market, and why low‑cost indexing plus global value exposure remain his bedrock recommendations.Got a question for Paul's hourly‑advisor panel? Email it before July 31 and help shape the conversation on transparent, client‑first advice.Listen now to sharpen your strategy—whether you're building wealth, 20 years from retirement, or fine‑tuning a 50/50 portfolio in your 60s.

As retirement approaches, many people find themselves grappling with the reality of their financial plans – or lack thereof.   In the latest Retirement Reimagined episode, host Maya Fisher-French and Sizwe Nxedlana, CEO of FNB Private Segment explore the increasing trend of individuals pursuing second careers or side businesses as part of their retirement strategy. With many people finding themselves in a position where they need to maintain their lifestyle post-retirement, the idea of working longer or starting a new venture is becoming more appealing. Retirement Readiness and Challenges A staggering 90% of respondents indicated they feel unprepared for retirement. Maya and Sizwe discuss the implications of this statistic, examining the financial pressures that lead many to work longer, including lifestyle inflation and the need to maintain a certain standard of living. They emphasise that for affluent individuals, the challenge of retiring comfortably often stems from high expectations and insufficient savings. Second Careers and Side Businesses The conversation shifts to the growing importance of second careers and side businesses as integral components of retirement planning. Sizwe highlights how improved health outcomes and changing corporate norms are allowing people to remain in the workforce longer, while also exploring how entrepreneurship can provide an alternative path to financial security in retirement. Financial Literacy and Planning Maya and Sizwe stress the significance of financial literacy and proactive planning. They urge listeners to engage with their retirement benefits, understand their company's retirement policies, and seek professional advice early in their careers. The episode underscores that effective retirement planning is not merely about accumulating wealth but also about making informed decisions that align with long-term goals. For more information on the retirement survey, click this link. Don't miss the next episode, where Maya will discuss how much you truly need to retire comfortably.

Ready to break free from financial stress and step into true prosperity? Joel Salomon, former hedge fund manager turned purpose-driven prosperity coach, shares his journey and reveals what it really takes to thrive. He cuts through the noise of conflicting advice to debunk money myths, highlight the power of mindset and shows how aligning passion with career unlocks lasting abundance. Whether you're just starting out or ready to elevate your wealth journey, this conversation will shift how you think about money, success and purpose. Discover the mindset required to flourish financially and how this leads you towards infinite prosperity pathways.   KEY TAKEAWAY ‘If you're not prosperous, if you're living pay check to pay check, if you're barely surviving, then you're probably not reaching the numbers of people that you could be helping.'   BOOK RECOMMENDATIONS* Think and Grow Rich by Napoleon Hill - https://amzn.eu/d/hGHUhI3 The Millionaire Next Door by Thomas J. Stanley and William D. Danko - https://amzn.eu/d/hLK2nUd The Secret by Rhonda Byrne - https://amzn.eu/d/bE0R2VF Infinite Possibilities by Mike Dooley - https://amzn.eu/d/hakQkyV The 9 Money Rules Millionaires Use by Joel Salomon - https://amzn.eu/d/hCIuAwB Mindful Money Management by Joel Salomon - https://amzn.eu/d/5rip9Bz Infinite Love & Money by Mollie Singh and Joel Salomon - https://amzn.eu/d/hw8jzF2   ABOUT THE GUEST – JOEL SALOMON Joel is a Finance, Mindful Money Expert and Prosperity Coach who helps others overcome obstacles standing in the way of their financial freedom. He's an award-winning TEDx speaker, workshop facilitator and frequent television and podcast guest. As a former manager of a $700 million portfolio, the creator of his own successful hedge fund and the author of three best-selling books, he has learned that the true foundation of wealth is a mindset of gratitude, love and service.   CONNECT WITH JOEL https://www.linkedin.com/in/joel-salomon/ https://www.facebook.com/JoelProsperitySalomon https://www.facebook.com/thejoelsalomon https://www.instagram.com/joelprosperitysalomon/ https://www.tiktok.com/@joelprosperitysalomon   Link to Money Miracles Membership - https://www.salaurmor.com/money-miracles-membership/   ABOUT THE HOST - AMY ROWLINSON Amy is a purpose and fulfilment coach, author, podcast strategist and mastermind host who empowers purpose-driven leaders to boost productivity, engagement and meaning in life and work. Through transformational conversations, Amy helps individuals overcome overwhelm and live with clarity, building living legacies along the way.   WORK WITH AMY If you're interested in how purpose can help you and your business, please book a free 30 min call via https://calendly.com/amyrowlinson/call   KEEP IN TOUCH WITH AMY Sign up for the weekly Friday Focus - https://www.amyrowlinson.com/subscribe-to-weekly-newsletter   CONNECT WITH AMY https://linktr.ee/AmyRowlinson   BUY AMY'S BOOK (Shortlisted in the 2025 Business Book Awards) * Focus on Why by Amy Rowlinson with George F. Kerr – https://amzn.eu/d/6W02HWu   HOSTED BY: Amy Rowlinson   DISCLAIMER The views, thoughts and opinions expressed in this podcast belong solely to the host and guest speakers. Please conduct your own due diligence. *As an Amazon Associate, Amy earns from qualifying purchases.  

Wilson County Veterans Services Office will host a Financial Literacy Workshop on Thursday, Aug. 7. The event will take place from 9 a.m. to 3 p.m., at American Legion Post 38, located at 1412 Fourth St. in Floresville. This event is free and open to all. Guest speakers will cover topics such as access to capital, business loans, funding opportunities, and building up financial futures. For more information, call 830-393-7376 or email vso@wilsoncountytx.gov. To register, go to forms.gle/Ng8vfGyaQLeDVPTm6.Article Link

How can one woman's mission to stabilize families through homeownership ripple out to transform entire communities—and even the world? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Dana Johnson, a dynamic leader in real estate and economic empowerment. Dana shares her journey from aspiring fighter pilot to real estate mogul, highlighting how owning a home can offer not just wealth but stability, resilience, and generational impact. She delves into her work with the "She's Owning It" Home Buyers Club, a 10-module course that arms women with the tools to leverage real estate for financial growth. Dana also talks about graduating from Goldman Sachs' One Million Black Women program, revealing how it enhanced her business acumen and helped scale her mission to close the wealth gap. She opens up about mentoring agents, the power of RPAC, and how grit, education, and community are foundational for success in today's real estate climate. A must-listen for anyone ready to break ceilings and build legacy. Inspired by Dana's mission? Reach out, join the “She's Owning It” movement, and take that first step toward building generational wealth through real estate. Follow Dana Johnson on social media and get involved with your local real estate associations!   Highlights: 00:00 - 13:30 Foundations of Impact Dana's passion for real estate Power of homeownership for community stability Insights from Goldman Sachs 1MBB program Social impact and access to capital Transformational success stories 13:31 - 27:50 She's Owning It Movement Creation of She's Owning It Home Buyers Club 10-step homeownership and investing course Faith-based approach to financial empowerment Addressing the wealth gap for women Real-life results and community accountability 27:51 - 41:10 From IT to Real Estate Dana's journey from tech to real estate Lessons from buying her first home at 23 Passion for education and mentorship Surviving the 2008 market crash Grit and consistency as career anchors 41:11 - 54:10 Coaching and Connection Mentoring new agents with systems and strategy Identifying agent and client personas Importance of organic networking Leveraging technology for follow-up Staying visible and intentional 54:11 - 1:08:00 Advocacy and Mindset The power of mindset in down markets RPAC advocacy and agent involvement Collaborating with top producers Real estate as a service ministry Free resources and relationship building 1:08:01 - 1:21:40 Branding with Purpose Everyday branding and marketing tips Leveraging identity and visibility Practical networking scenarios Building consistency with community Final thoughts on service and impact   Quotes: "If you stabilize a family, you'll stabilize a community. If you stabilize a community, the world is going to be better." – Dana Johnson   "We don't just sell homes—we teach women how to emotionally and financially own them." – Dana Johnson   "I was my worst client. If someone takes longer than four years to buy a home, I'm retiring." – Dana Johnson   "I'm just a speck of dust with a shelf life, but the impact I help make can last generations." – Dana Johnson   To contact Dana Johnson, learn more about her business, and make him a part of your network, make sure to follow him on his website, Instagram, Facebook.   Connect with Dana Johnson! Website: https://provincerealtygroup.com Facebook: https://www.facebook.com/dana.o.johnson.2025 YouTube: https://www.youtube.com/@ProvinceRealtyGroup LinkedIn: https://www.linkedin.com/in/danaojohnson TikTok: https://www.tiktok.com/@danaojohnson   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #DanaJohnson #HomeBuyersClub #SheOwnsIt #WomenInRealEstate #GenerationalWealth #BlackWomenInBusiness #RealEstateMentor #RPAC #CommunityHousing #FaithAndFinance #WealthBuilding #JacksonvilleRealEstate #FirstTimeHomeBuyer #WomenInvestors #EconomicEmpowerment #LuxuryRealEstate #RealEstateEducation #RealEstateLeadership #MortgageMindset

Welcome back to The Power Lounge—where real talk meets real transformation. In this episode, “Monetize Your Niche,” host Amy Vaughan, Chief Empowerment Officer at Together Digital, is joined by the remarkable Ann McNeil: master strategist, transformational speaker, and founder of MCO Construction and Services—one of Florida's pioneering Black woman-owned construction firms.Ann brings decades of insight and unshakable mindset to the mic as she recounts her powerful journey from being “broken and broke” to building a legacy rooted in vision, discipline, and faith. With a deep commitment to helping others do the same, she breaks down how narrowing your focus and choosing your niche with intention can unlock purpose-driven success.This episode is a masterclass in self-belief, financial empowerment, and daily discipline—from the power of journaling to shifting scarcity mindsets. Whether you're just starting out or ready to level up, Ann offers timeless strategies to help you claim your value and monetize your mission. Tune in and get ready to step into alignment, abundance, and action.Chapters:00:00 - Introduction00:10 - "Power Lounge: Conversations with Trailblazers"04:02 - Pivotal Moment: Reading to Riches07:53 - Handmade Budgeting Realization10:48 - Avoiding Truth Limits Personal Growth13:44 - Craft Expertise and Business Operations17:55 - Choosing the Right Specialist Matters22:21 - Empowering Women in Micro-Investing24:17 - "Desire: The First Principle"27:23 - Embracing Diverse Career Paths32:12 - Aligning Purpose with Prosperity34:03 - Event Coordinator Plagiarizes Work39:22 - Mindset: Embrace Challenges Positively40:58 - Client-Centric Business Solutions43:24 - Focus on Finding Your Niche48:38 - "Investment Club Success Stories"50:38 - Generational Financial Empowerment53:07 - Family Finance Education Opportunities57:19 - Group Me Link for Accountability59:59 - Next Week's Talk: AI Empowerment01:00:28 - OutroQuotes:"To turn dreams into reality, cultivate a strong mindset, embrace hard work, and believe you deserve more."- Ann McNeil"Transformation begins within—face the truths, embrace your desires, and leap forward."- Amy VaughanKey TakeawaysYour Niche is Your Power MoveTransformation Starts with Clarity (and Honesty)Your Mindset is the Deciding FactorIntentionally Connect Purpose and ProfitMaster the Five Niches of BusinessMake Your Money Work For YouDaily Dates with Yourself = Lasting SuccessScarcity is a Mindset, Not a NumberCommunity and Collaboration Are MultipliersSuccess is Not Accidental—It is IntentionalConnect with Ann McNeil:LinkedIn: https://www.linkedin.com/in/annmcneillmasterbuilder/Website: https://annmcneill.com/Connect with the host Amy Vaughan:LinkedIn: http://linkedin.com/in/amypvaughanPodcast:Power Lounge Podcast  - Together DigitalLearn more about Together Digital and consider joining the movement by visiting Home - Together DigitalSupport the show

Whether you just signed a major deal, went viral, or hit a financial windfall, this blog breaks down exactly what to do when millions hit your account overnight. From building a financial dream team to protecting your peace and privacy, this is your playbook for preserving wealth, avoiding mistakes, and creating lasting freedom—not just flashy spending.Don't rush to spendProtect your privacyLearn how to make your money grow Avoid common traps that ruin new millionairesThe real win isn't luxury—it's peace of mind.Check us out - Instagram and Twitter: JeroldJax Facebook: Jerold Action Jackson and Zone Of Action JeroldJackson.com Happiness starts with you. Not with your relationship, not with your job, not with your money, but with you in the Zone of Action.

Right Thinking with Steve Coplon.This week's show called "Right Thinking Foundation – A State of the Union."  Tune in and hear Steve give a "State of the Union" message of Right Thinking's past, present and future as he explains its purpose and how the foundation is helping to change the lives of many in a positive way. Want to do something with your life? This show will help you know that you can.https://www.talknetworkradio.com/hosts/right-thinking

On this episode: Protecting your assets against the high cost of long-term care. Should you put your kids on the title of your home? You can’t handle work one more day, but you feel you are too young to retire. Will the market go up another 150% in the next 10 years? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

In this episode of Dave's Head Podcast, Dave reflects on the loss of Malcolm-Jamal Warner and shares personal moments from Phi Beta Sigmas Tampa Conclave. Guest Ivan Pavlovic, author of "Making Money on the Money Printer," joins to discuss the real-world effects of inflation, money-printing, and how to safeguard your finances. The GRIN segment reminds us to celebrate the people who matterwhile we still can.

Join us for an insightful and fun conversation with Dave Seymour, a former London firefighter who transformed into a successful real estate investor and A&E TV personality from “Flipping Boston”. This episode dives deep into his remarkable journey, offering valuable insights for both aspiring and experienced investors.Key takeaways from the discussion:Financial Literacy and Smart Investing: Dave emphasizes the crucial role of financial education in building wealth. He shares how understanding the market and asking the right questions are key to making smart investment decisions.Navigating the Real Estate Market: Learn about the challenges and opportunities in the ever-evolving real estate landscape. Dave provides practical advice on how to navigate the market and avoid common pitfalls.From TV Star to Private Equity: Discover how reality TV influenced his career and why he's now focusing on private equity and alternative investment strategies.The Future of Real Estate: Dave shares his expert predictions on the future of real estate investing and how to adapt to a changing economic climate.Whether you're new to the world of property or a seasoned pro, this conversation highlights the importance of becoming an educated investor and truly understanding where you're putting your money.Connect with Dave Seymour:https://legacyalliance.clubhttps://www.freedomventure.com/https://www.linkedin.com/in/daveseymour343/TakeawaysBurn your boats to get somewhere, but also build bridges.Financial literacy is crucial for success in investing.Real estate can be a gateway to understanding finance.Education is key to becoming a better investor.Investors should ask the right questions about their investments.The market is changing, and investors need to adapt.Building relationships is essential in real estate.Understanding the risks and rewards of investments is vital.The importance of stress testing investments cannot be overstated.Investing is about long-term strategies, not quick wins.Sound bites"I fell in love with America.""If it sits still, it stinks.""What if I do nothing?"ChaptersIntroduction and Setting the StageDave's Journey from London to AmericaTransitioning from Firefighter to Real Estate InvestorThe Impact of Financial IlliteracyThe Role of Education in InvestingNavigating the Real Estate MarketThe Importance of Understanding MoneyThe Shift to Private Equity and Multifamily InvestmentsReality TV and Its Influence on Real EstateChallenges in the Real Estate MarketThe Future of Real Estate InvestingKey Takeaways for InvestorsConclusion and Final ThoughtsKeywordsreal estate, investing, financial literacy, private equity, education, market trends, multifamily investments, reality TV, challenges, opportunities, Dave Seymour, Flipping Boston, Clark Lunt, David Shaw, Burn Your Boats Wealth, How to Invest in Real Estate, Investor Mindset, Wealth Creation, Financial Freedom, Hard Money lending, Investor Podcast#realestate #investing #financialliteracy #privateequity #education #markettrends #multifamilyinvestments #realityTV #challenges #opportunities #DaveSeymour #ClarkLunt #DavidShaw #BurnYourBoatsWealth #Podcast Hosted on Acast. See acast.com/privacy for more information.

We're discussing how to keep the kids entertained and productive this summer while giving them the confidence to build out their ideas and learn about business with Alex of House of Social and Charlotte DeSouza of Blah Blah Blah How are the summer holidays going for you? If you’re a parent, the hours the kids are at home are longer so it might mean too as: climbing the walls, more siblings fight. That’s apart from minding camps and extended family visiting. So how can you manage without getting drained this season? Principal Lisa is here to help And one recent US study found people who maintain clear boundaries report 60% higher life satisfaction, while researchers found the practice could also reduce anxiety by up to 40%. But, increasingly, experts fear the idea of protecting our own peace is also leaving us less able to handle tension, to compromise, or even to persevere in relationships. So, when is stepping away healthy and when does it become about disconnection? Jennifer is joined by Thrive Wellbeing Centre's Dr Sarah Rasmi to discuss.See omnystudio.com/listener for privacy information.

It's frustrating seeing so many young people leave school with no clue how to handle money, yet they can recite facts they'll never use again. The system pushes grades and degrees but skips over the stuff that actually shapes daily life—budgeting, credit, investing, taxes. Then they're thrown into adulthood expected to figure it all out on the fly, usually after making a bunch of costly mistakes. It's hard not to wonder why the basics of financial survival aren't considered essential education. Vince Shorb is the CEO of the National Financial Educators Council and a longtime advocate for real-world financial education. After leaving a career in finance, he focused on helping young people develop practical money skills and entrepreneurial thinking. Today, he talks about the urgent need to bring financial literacy into schools. He shares how early habits shape lifelong outcomes and why students need tools to manage money, plan careers, and avoid common financial pitfalls. His mission is to shift education toward long-term financial well-being. Stay tuned! Resources: National Financial Educators Council National Financial Educators Council Youtube Channel Follow Vince Shorb on Facebook Connect with Vince Shorb on LinkedIn

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you struggling to help your aging parents make smart financial decisions—without damaging trust or creating tension?Many mid-life wealth builders face a unique challenge: balancing their own financial growth while stepping in to guide a parent's conservative but tax-heavy investment portfolio. This episode unpacks one listener's real-world situation, offering ways to approach these delicate conversations and uncover better legacy planning solutions—without stepping on emotional landmines.Here's what you'll walk away with:A practical framework to open estate planning discussions without triggering resistanceTwo creative, real-life strategies—intergenerational lending and participating whole life insurance—that can benefit both generationsCoaching-style questions that build trust, surface financial fears, and clarify legacy goalsPress play to learn how to guide your loved ones—and your family's financial future—with confidence and care.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Navigating the path to financial independence in Canada requires more than just smart saving—it demands a holistic approach to estate planning, wealth optimization, and financial literacy. Whether you're managing parental finances, seeking financial coaching, or building intergenerational wealth, it's essential to align your goals with proven investment strategies and retirement planning tools. This includes everything from RRSP optimization, salary vs dividends decisions, and capital gains strategies, to more advanced moves like corporate wealth planning, tax-efficient investing, and corporate structure optimization. By setting a clear financial vision, using structured investment bucket stratReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Jeff Clark is a 27-year veteran of Vanguard Workplace Solutions, Head of Defined Contribution Research, and author of How America Saves 2025. We discuss trends in defined contribution plans and how auto-enrollment and target-date funds are changing the way Americans save and invest for retirement.    Rick Ferri, CFA, a long-time Boglehead and investment adviser, hosts the Bogleheads on Investing podcast. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance, and relevant information to other investors of all experience levels at no cost. The organization supports a free forum at Bogleheads.org, and the wiki site is Bogleheads® wiki.    Since 2000, the Bogleheads have held national conferences in major cities across the country. The 2025 conference will take place in San Antonio, Texas, from October 17 to 19. In addition, local Chapters and foreign Chapters meet regularly, and new Chapters form periodically. All Bogleheads activities are coordinated by volunteers who contribute their time and talent.   This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012. Your tax-deductible donation to the Bogle Center is appreciated.          

In this episode of the Sunlight Tax Podcast, I'm discussing the benefits of tax-advantaged savings for children, specifically focusing on a Roth IRA for kids. I explain how parents can open a custodial Roth IRA for their kids, the advantages of a Roth IRA, and the importance of teaching children about compound interest and financial literacy.  This episode also emphasizes the long-term benefits of starting early with investments and how this can empower the next generation financially. Also mentioned in today's episode: 00:00  Introduction to Tax-Advantaged Savings for Kids 05:42  Understanding Roth IRAs for Minors 10:32  Teaching Kids About Compound Interest and Financial Literacy   If you enjoyed this episode, please rate, review and share it!  Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: Roth vs Traditional IRA: Does it even matter? How to fund your IRA: Pay yourself first Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Link to pre-order my workbook, Taxes for Humans: The Workbook Get your free visual guide to tax deductions Check out my program, Money Bootcamp    

In this episode of SHE MD, host Mary Alice Haney welcomes Vivian Tu, the financial literacy expert behind "Your Rich BFF." Vivian shares her journey from Wall Street to social media stardom, offering invaluable insights on women's financial empowerment. The conversation covers everything from negotiating salaries to teaching children about money. Vivian introduces her "STRIP Method" for building wealth and offers practical advice on investing, avoiding lifestyle creep, and changing money mindsets.Access more information about the podcast and additional expert health tips by visiting SHE MD Podcast and Ovii. Sponsors: Timeline: Timeline is offering10% off your order of Mitopure. Go to timeline.com/SHEMD.Cymbiotika: Go to Cymbiotika.com/SHEMD for 20% off your order + free shipping today.Vionic: Use code SHEMD at checkout for 15% off your entire order at www.vionicshoes.com when you log into your account. 1 time use only.SleepMe: Visit www.sleep.me/SHEMD to get your Chilipad at 20% off with code SHEMD1MD: Visit 1MD.org, use code SHEMD, and enjoy 15% off your first order. Vivian Tu's 5 Key Takeaways:Secure Your Financial Foundation: Your Rich BFF, Vivian highlights that women should actively participate in their personal finances. The "STRIP Method" (Savings, Total debt, Retirement, Invest, Plan) provides a comprehensive approach to personal finance management. Smart Money Habits With Kids and Family: Involve teens in budgeting, investing basics, and college savings (e.g., 529 plans). Use allowances as teaching tools—split into Save/Spend/Give categories. Plan a "money date" with your partner to review finances together so you can establish your financial expectations as partners.Create Multiple Income Streams: Monetize skills (freelancing, consulting) or invest in rental properties/dividend stocks. Side hustles and passive income accelerate wealth and provide security.Invest Strategically for Long-Term Growth: Maximize retirement accounts (401(k), IRA) and invest in low-cost index funds or ETFs. Time is still on your side—compound growth works even in your 40s/50s.Plan Your Legacy Now: Draft a will, set up trusts, and discuss inheritance plans with family. Estate planning avoids legal battles and ensures your wealth benefits loved ones.In This Episode: (00:00) Introduction(01:24) Who is Your Rich BFF - Vivian Tu?(02:33) Vivian's journey from Wall Street to TikTok(05:33) Your Rich BFF Podcast: Networth and Chill(06:23) Women's underrepresentation in venture capital(09:20) Biggest financial lesson from Wall Street(11:35) Importance of choosing the right partner(19:46) Teaching children about financial literacy(24:09) Advice for women returning to the workforce(26:16) How to start investing with little money(27:45) The best thing Vivian learned from a guest on her podcast(28:30) The STRIP Method for financial success(36:30) Understanding and avoiding lifestyle creep(39:45) Rich people help each other succeedRESOURCES:Vivian Tu | Your Rich BFF Instagram: https://www.instagram.com/your.richbff/?hl=enVivian Tu | Your Rich BFF TikTok : https://www.tiktok.com/@yourrichbff?lang=enYour Rich BFF YouTube : https://www.youtube.com/yourrichbffNetworth and Chill Podcast : https://podcasts.apple.com/us/podcast/networth-and-chill-with-your-rich-bff/id1676999261GUEST BIOGRAPHY:Vivian Tu is a former Wall Street trader turned financial educator, NYT bestselling author, and CEO of Your Rich BFF. With 8M+ followers, she's a Forbes 30 Under 30 honoree making finance accessible through viral content, her chart-topping podcast Net Worth & Chill, and partnerships with brands like SoFi, Lululemon, and Adobe. Her debut book, RICH AF, was a 7-figure deal with Penguin Random House. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Will financial literacy content outperform comparison pages in 2025? Zak Ali from Finder weighs in on the future of content strategy for financial services websites. He predicts LLMs will handle most text-based financial education while comparison pages will maintain their value, and shares tactics for optimizing title tags and thumbnails to improve impression-to-click rates when competing with AI-generated answers.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Laura Levine - President & CEO - JumpStart Coalition for Personal Financial Literacy. This is episode 775 of Teaching Learning Leading K12, an audio podcast. Laura Levine has devoted her career to helping people of all ages better understand financial services through marketing and outreach, communications, and most recently, through education. In 2004, she became executive director of the Jump$tart Coalition for Personal Financial Literacy, a Washington DC-based nonprofit organization committed to “financial smarts for students,” and was named President and CEO in 2011.   Since taking over at Jump$tart, Laura has continued to raise awareness about the importance of financial literacy and the need for effective financial education. Under her leadership, Jump$tart launched the Jump$tart National Educator Conference, Jump$tart Financial Foundations for Educators and J$FFE Online, Project Groundswell/Check Your School and the Jump$tart Teen Teach-In, as well as the coalition's social media efforts. Laura guided the expansion of Financial Literacy for Youth Month to the broader Financial Literacy Month (sometimes called National Financial Capability Month) observed today. While growing the coalition at both the state and national levels, she led the enhancement of legacy programs including the Jump$tart Clearinghouse and National Standards for Personal Financial Education.   In 2008, Laura was appointed to the President's Advisory Council on Financial Literacy by President George W. Bush and chaired the Council's Youth Committee. She is currently a member of the Experian Consumer Council, the Forbes Nonprofit Council, CNBC Financial Wellness Council, the Community Advisory Forum for Fifth Third Bank, and has held many voluntary appointments, including having served on the Parent Cabinet for DCPS Chancellor Kaya Henderson. Laura speaks and writes on financial literacy topics, especially guidance for parents and family members, and the important role that classroom-based financial education can have in advancing financial equity and inclusion. Laura began her career in credit unions and was a credentialed, Capitol Hill correspondent before moving into the securities industry. She served as Director of Editorial Services for the National Association of Securities Dealers (now FINRA) and, later, as Director of Education and Information for the NASD Office of Individual Investor Services. From 1999-2004, Laura was Director of the NASDAQ Educational Foundation. A native of Los Angeles, Laura holds a degree in Broadcast Journalism from the University of Southern California. She does not consider herself a financial expert, but rather, a staunch advocate for financial education and information and – she hopes – she has raised a financially literate son. Our focus today is the need for financial education, the impact of financial education, and mobilizing passionate advocates nationwide. Awesome conversation! So much to learn! So much to do! Thanks for listening! Thanks for sharing! Before you go... You could help support this podcast by Buying Me A Coffee. Not really buying me something to drink but clicking on the link on my home page at https://stevenmiletto.com for Buy Me a Coffee or by going to this link Buy Me a Coffee. This would allow you to donate to help the show address the costs associated with producing the podcast from upgrading gear to the fees associated with producing the show. That would be cool. Thanks for thinking about it.  Hey, I've got another favor...could you share the podcast with one of your friends, colleagues, and family members? Hmmm? What do you think? Thank you! You are AWESOME! Connect & Learn More: laura.levine@jumpstart.org https://www.jumpstart.org https://x.com/JumpStart1995/ https://www.facebook.com/Jumpstart1995/ https://www.linkedin.com/company/jumpstart1995/ Length - 47:22

Why do so many people hate annuities—even when they solve the very problem retirees fear most? In this episode, the team at Better Way Financial breaks down the myths, fees, and facts around annuities. They explain why some annuities get a bad rap, how to spot the good from the bad, and when they can be a smart alternative to bonds. Plus, a real-life case study shows how one couple turned a potential shortfall into a secure income stream. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

The latest Dubai property market figures suggest an increasing number of residents are going from renting to buying. But what are the key challenges to renovating here – and why do so many struggle to keep costs down? Helen gets some expert advice. Meanwhile, do you know the true cost of university? Carol Glynn talks tactics when it comes to saving, while Unihawk’s Varun James has the scoop on which schools offer the best value. Plus, we get the lowdown on the link between artificial sweeteners and early puberty from Dr Nandu Thalange.See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Ashley Joy Boyd. A Grammy-nominated songwriter, music producer, real estate developer, and author of Financially Fly: Mastering Money and Wealth for Women. Ashley shares her journey from co-writing Justin Bieber’s hit “Yummy” to overcoming bankruptcy and becoming a financial literacy advocate. The conversation explores the music business, financial empowerment, generational wealth, and the importance of mindset and self-investment.

The Cash Flow Blueprint every business owner wishes they had sooner: coltivar.com/cashflow Shark Tank is entertaining—but it's also one of the best crash courses in real-world finance. This episode breaks down the biggest money mistakes founders make on the show (and in real life), what investors actually care about, and why revenue is not the same as wealth. If you're building a business, thinking about buying one, or just want to get smarter with money, this one's packed with takeaways that could save you from costly mistakes. Disclaimer:   BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.byfiq.com/terms-and-privacy-policy for additional important information. byfiq.com

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.

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/

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

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 

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  

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:

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?