Podcasts about Financial literacy

In this episode of the Tudor Dixon Podcast, Tudor sits down with OutKick founder Clay Travis for a wide-ranging conversation at the intersection of sports, politics, and culture. The discussion breaks down the latest Michigan football saga, the long-term consequences of Name, Image, and Likeness (NIL) deals in college athletics, and how shifting incentives are reshaping fan loyalty and competitive balance. Clay and Tudor also explore the growing demand for authenticity in media and politics, the role social media plays in amplifying controversy, and why financial literacy remains a major challenge for young athletes suddenly managing large sums of money. The episode further examines sports gambling regulations, cultural trust in institutions, and what current economic trends may signal for the upcoming midterm elections.See omnystudio.com/listener for privacy information.

In this rewind episode we chat with John Hope Bryant, the founder of Operation Hope, about his book Financial Literacy for All. We discuss about the problems of "bad capitalism" and how to bring everyone, no matter what color, creed, or gender, the badly needed financial education that is lacking in many communities. Learn more about your ad choices. Visit megaphone.fm/adchoices

Most people spend their lives working for money… but what if your money could work for you instead?   In today's show, Brett Warren, national Director of Property at Metropole, and I break down the 10 key lessons from Robert Kiyosaki's book Rich Dad Poor Dad—the book that changed the way millions of people think about wealth.   From the difference between assets and liabilities, to why paying yourself first is the golden rule of financial freedom—we show you how to apply these timeless lessons in today's world.   Our conversation highlights some timeless principles that could guide you  towards financial independence and success.   Takeaways  ·         Financial literacy is essential for wealth retention. ·         Understanding the difference between assets and liabilities is crucial. ·         Emotional intelligence plays a key role in investment decisions. ·         Learning from failure is a pathway to success. ·         Mentorship can accelerate your financial journey. ·         Defining your 'why' helps in making investment decisions. ·         Paying yourself first is a fundamental principle of wealth building. ·         Investing requires a disciplined approach and a strategic plan. ·         Successful investors surround themselves with knowledgeable teams.     Chapters    02:10 – How 'Rich Dad Poor Dad' Changed the Way We Think About Money  05:36 – Assets, Liabilities, and the Power of Financial Literacy  08:31 – Emotions, Risk and Why Most Investors Fail  11:40 – Learning from Mistakes and Building Real Wealth  15:14 – Mindset, Mentorship and the Business of Investing  18:49 – Finding Your Why and Paying Yourself First   Links and Resources:   Answer this week's trivia question here - http://www.propertytrivia.com.au/ ·        Win a hard copy of Michael Yardney's Guide to Investing Successfully ·        Everyone wins a copy of a fully updated property report – What's ahead for property for 2026 and beyond.   Get a bundle of eBooks and Reports at: www.PodcastBonus.com.au    Get the team at Metropole to help build your personal Strategic Property Plan. Click here and have a chat with us     Michael Yardney – Subscribe to my Property Update newsletter here.   Brett Warren - National Director of Property at Metropole   Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future. Or click here: https://demographicsdecoded.com.au/

In this episode of "Next Steps 4 Seniors: Conversations on Aging," host Wendy Jones is joined by Bill Feldmaier and Mike Laske from Greenleaf Trust to discuss achieving financial peace of mind in retirement. They highlight the importance of comprehensive financial planning, organizing scattered assets, involving family in financial literacy, and working with fiduciary advisors. The conversation emphasizes proactive planning, clear documentation, and professional guidance to reduce anxiety, ensure smooth wealth transfer, and protect seniors’ legacies. Greenleaf Trust’s client-first approach and community involvement are showcased, encouraging seniors to seek expert help for a secure and confident retirement. For more information on Next Steps 4 Seniors, contact us at 248-651-5010 or at www.nextsteps4seniors.com Learn more : https://nextsteps4seniors.com/See omnystudio.com/listener for privacy information.

NBC News Chief Consumer Investigative Correspondent Vicky Nguyen demonstrates some easy fixes that can make a big difference when it comes to organizing your finances. Also, actor Sam Heughan stops by to discuss his new book “The Cocktail Diaries”, a collection of recipes, stories, and global adventures. Plus, best-selling author and women's health expert Dr. Mindy Pelz discusses how to reframe the way we talk and think about menopause and share tools that can help women live authentically. And, just in time to finish your holiday shopping, some of the best gifts from NBC Select's 100 Best Gifts list. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

So as I've done for the last couple of years, I'm taking a break from publishing new episodes for the month of December. New episodes will resume on Monday, January 5th. In the meantime, check out the info below on top episodes from 2025 to catch up on. Also, listen to hear plans for the podcast in 2026! 2025 Highlights: Top Episodes Topics Money Mindset Wealth Building Investing Episodes on Money Mindset 191 | Navigating Finances with a CFO Mindset 193 | Hip Hop and Financial Literacy 195 | Improve Your Money Behavior Part 1: Understanding Procrastination and our Spending Habits 196 | Improve Your Money Behavior Part 2: Investing 197 | From Middle-Class to Millionaire 207 | Breaking Free from Paycheck to Paycheck Living Part 1 – Mindset, Gratitude, and Challenging Conventional Financial Wisdom 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth 222 | Love, Money, and Wealth in Relationships Part 1 223 | Love, Money, and Wealth in Relationships Part 2 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom Episodes on Wealth Building 185 | Child-Free Wealth: Rethinking Financial Independence 197 | From Middle-Class to Millionaire 208 | Breaking Free from Paycheck to Paycheck Living Part 2 – The Five-Step Savings Plan 210 | 7 Basic Wealth Strategies 211 | 7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow 212 | The Investor's Golden Playbook Part 1 – How a Financial Expert Built Wealth and a Legacy 219 | Lessons from Generational Wealth Part 1 220 | Lessons from Generational Wealth Part 2 – The Real Secrets of the Wealthy 222 | Love, Money, and Wealth in Relationships Part 1 225 | Level Up Your Finances Part 2 – Commitment, Momentum, and the Path to Financial Freedom Episodes on Investing 187 | For the Investment Curious 192 | Empowering Women: Investing with Confidence and Values 193 | Hip Hop and Financial Literacy 196 | Improve Your Money Behavior Part 2: Investing 200 | Financial Fees Explained: Navigating the Costs of Investment Advice 205 | Reviving Investment Clubs: Strategies for Young Investors 206 | Creating a Lasting Financial Legacy 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Generation Wealth 226 | Demystifying Money, Becoming Financially Empowered Top 5 Episodes based on Downloads 198 | Reverse Budgeting: Turning Your Finances on Their Head 211 |  7 Basic Wealth Strategies Part 2 – Navigating Debt and Cash Flow 213 | The Investor's Golden Playbook Part 2 – Mastering the Mindset for First Gen Wealth 199 | Layoff Preparedness: Building Resilience and Financial Security 214 | Navigating Elder Care Part 1 – Protecting Your Family's Wealth  

Welcome to today's ICYMI, where we kick off the week with a quick game-changing tip from one of our guests that you might have missed. Spending can be hella stressful heading into the holiday season, and if you're struggling with debt or with setting up realistic financial goals for the coming year, this is a must-listen reminder for overcoming financial stress and toxic money patterns.A healthy money mindset is the missing ingredient for a lot of people's financial security. So we're throwing it back to this sustainable financial advice from finance coach Nicole Stanley on dealing with debt, setting realistic money goals, and her own journey to get debt-free. Nicole Stanley is the Founder & Head Financial Coach of Arise Financial Coaching. After battling crippling financial anxiety in her early twenties, Nicole enrolled in her first personal finance course and made changes to go from 30K in debt to building over a quarter-million in net worth for her family at age  27. Arise Financial Coaching has now served over 600 clients and has been featured in TIME, Yahoo Finance, & CNET.Listen to our full episode with Nicole here.Tune in every Monday for an expert dose of life advice in under 10 minutes.Follow Nicole:On Instagram: @arise.financial.coachingArise Financial Coaching Sign up for our monthly adulting newsletter:teachmehowtoadult.ca/newsletter Follow us on the ‘gram:@teachmehowtoadultmedia@gillian.bernerFollow on TikTok: @teachmehowtoadultSubscribe on YouTube

This conversation, on today's show, explores the evolving concept of retirement, emphasizing the importance of planning beyond just financial aspects. Host Nathan Fort discusses the significance of relationships, the need for clarity and control in financial planning, and strategies to manage longevity risk and emotional investing. Nathan encourages listeners to rethink retirement as a fulfilling phase of life rather than just a cessation of work, highlighting the necessity of a comprehensive retirement plan that includes income strategies and personal goals. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.

Gugs Mhlungu chats to Resident Certified Financial Planner, Paul Roelofse about how financial systems and tax structures favour the wealthy, allowing them to grow and protect wealth, while everyday workers face higher taxes and fewer opportunities. 702 Weekend Breakfast with Gugs Mhlungu is broadcast on 702, a Johannesburg based talk radio station, on Saturdays and Sundays Gugs Mhlungu gets you ready for the weekend each Saturday and Sunday morning on 702. She is your weekend wake-up companion, with all you need to know for your weekend. The topics Gugs covers range from lifestyle, family, health, and fitness to books, motoring, cooking, culture, and what is happening on the weekend in 702land. Thank you for listening to a podcast from 702 Weekend Breakfast with Gugs Mhlungu. Listen live on Primedia+ on Saturdays and Sundays from 06:00 and 10:00 (SA Time) to Weekend Breakfast with Gugs Mhlungu broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/u3Sf7Zy or find all the catch-up podcasts here https://buff.ly/BIXS7AL Subscribe to the 702 daily and weekly newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

In the final segment, the hosts reflect on the enduring role of the church in the community—both its positive impact on academic achievement (honoring honor roll students) and its shortcomings in preparing youth for financial literacy. They share closing thoughts on how the Black community can foster a more supportive and aspirational environment for its youth, bridging the gap between education, community, and economic success.

Rosalie Daley, CFC, joins host Jeffrey Quamme to talk about the importance of basic financial literacy for those individuals returning home from incarceration. Evidence shows that basic financial management that takes into consideration the contexts in which a person lives reduces the risk of reincarceration. In short, financial literacy, even at its most basic levels, is certainly a protective factor as well as recovery capital.

Many of us will reinvent ourselves throughout our lives, but Brittny Button has mastered reinvention with intention. As an in-demand Los Angeles interior and product designer, Brittny's latest chapter follows careers as a model, primary parent, supportive spouse to a Formula 1 driver, real estate investor, and entrepreneur. In this episode, Kara and Brittny discuss why honoring the history of a space matters, the importance of protecting architectural diversity, and why pursuing your passion, no matter how accomplished you are, still requires courage. Brittny shares personal stories about navigating multiple careers, building a design practice rooted in integrity, and embracing vulnerability while stepping into her full creative power. This episode is perfect for aspiring designers, women in transition, and anyone drawn to intentional, meaningful living. CHAPTERS: 00:00 Introduction to the Powerful Ladies Podcast 00:34 Meet Brittny Button: A Multifaceted Career Journey 01:48 The Philosophy of Interior Design 03:00 The Importance of Preserving Architectural Diversity 04:44 Intentional Living and Design 07:14 Personal Reflections and Family Life 09:49 Brittny's Upbringing and Early Influences 12:11 Transitioning Careers and Finding Passion 13:33 Life with a Formula One Driver 18:47 Empowering Women and Building Confidence 21:29 Empowering Women to Shine 22:04 Financial Literacy and Generational Wealth 23:01 Pursuing Dreams Despite Setbacks 24:31 The Role of Coaches and Mentors 25:26 Motherhood and Entrepreneurship 28:53 Celebrating Success and Teamwork 30:06 Defining Powerful Ladies 34:25 Dream Clients and Historical Homes 39:49 Manifesting Dreams and Community Support 41:11 Conclusion and Farewell The Powerful Ladies podcast, hosted by business coach and strategist Kara Duffy features candid conversations with entrepreneurs, creatives, athletes, chefs, writers, scientists, and more. Every Wednesday, new episodes explore what it means to lead with purpose, create with intention, and define success on your own terms. Whether you're growing a business, changing careers, or asking bigger questions, these stories remind you: you're not alone, and you're more powerful than you think. Explore more at thepowerfulladies.com and karaduffy.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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 hereWhat happens when an investment made with leverage—whether through OPM, a HELOC, or a whole life policy—suddenly goes bad?Canadian business owners and families often worry about using leverage to build wealth, especially when markets turn or a deal underperforms. It's easy to feel uneasy when the value of an investment dips, your home equity stalls, or you're unsure how a leveraged move might affect your long-term financial security. This episode unpacks the emotional and financial realities behind these decisions, showing how to think clearly about risk, liquidity, and diversification—without letting fear shut down your wealth-building strategy.In this episode, you'll discover:Why the type of asset you leverage matters—and how different reservoirs (cash, home equity, whole life policies) behave when markets fall.How to structure your wealth reservoir so a single failed investment can't collapse your system.The mindset and mechanics behind maintaining liquidity, staying diversified, and making confident investment decisions even in volatile times.Press play to learn how to build a resilient wealth reservoir that keeps your financial system secure—no matter what your next investment does.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.Building long-term wealth in Canada starts with a clear Canadian wealth plan anchored in a strong wealth reservoir and smart investment strategies that balance growth with solid risk management. By integrating tools like a whole life policy, RRSP optimization, and tax-efficient investing, Canadian business owners can create an opportunity fund thReady 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.

In this episode of Talking-ish, Raya's food poisoning incident, Coretta's parenting challenges, Britt's exhausting work event, and Anthony's community engagement with Toys for Tots. The conversation flows into viewer comments, cultural reflections, and the importance of community support, all wrapped in humor and camaraderie. In this conversation, the speakers delve into various themes surrounding ignorance, literacy, and the role of media in shaping public perception. They discuss the origins of Project 2025, the consequences of illiteracy, and the importance of reading. The conversation also touches on the slippery slope of modern journalism and the accountability of public figures like Diddy and 50 Cent. Overall, the discussion emphasizes the need for critical thinking and the impact of words in society. In this episode, the hosts delve into the controversial Diddy documentary, discussing its implications and the allegations surrounding Sean Combs. They explore the narrative changes brought by 50 Cent's involvement, the scrutiny of Diddy's relationships with artists, and the broader questions of accountability within the music industry. The conversation reflects on Diddy's complex legacy and the uncertain future he faces amidst ongoing allegationsBecome a Habitual Ish Talker and follow us on The App Formally Known As Twitter: twitter.com/TalkinIsh_PodJoin in on the conversation! E-Mail us at ⁠talkinishpod@gmail.com⁠Listen to the audio version: https://linktr.ee/TalkinIshPod00:00 - Introduction 02:41 - Weekly Wellness Check: Raya's Food Poisoning Incident05:30 - Coretta's Week: Surprises and Work Mishaps16:08 - Navigating PTO Policies and Work Culture19:42 - Food Safety and Meat Quality Concerns22:42 - Family Dynamics and Holiday Plans25:48 - Toys for Tots and Community Involvement29:20 - Personal Highlights and Collectibles30:41 - Weekend Adventures and Car Troubles32:41 - Viewer Comments and International Love33:39 - Cultural References and Humor38:07 - Political Perspectives from Lafayette42:28 - Ignorance and Literacy in the Spotlight52:37 - The Impact of AI on Black Communities53:31 - Financial Literacy and Its Importance56:38 - The Evolution of Reading Rainbow and Its New Host59:31 - Controversies Surrounding Reading Rainbow01:03:37 - The Dangers of Ignorance and Hate01:07:28 - The Legal Battle of Megan Thee Stallion01:13:02 - The Legal Implications of Revenge Porn01:14:26 - Defamation and Freedom of Speech01:16:38 - The Role of Media in Celebrity Trials01:18:47 - The Slippery Slope of Journalism01:21:15 - The Consequences of Words01:25:05 - The Importance of Press Freedom01:26:59 - Diddy and the Reckoning Documentary01:37:26 - The Dark Side of Fame01:39:45 - The Untouchable Diddy01:43:43 - The Legacy of Bad Boy Records01:46:37 - The Impact of Diddy's Upbringing01:51:29 - The Documentary's Revelations01:59:01 - Family Ties and Controversies02:02:04 - The Diddy Debate02:03:13 - Political Theories and Allegations02:07:51 - Record Label Dilemmas02:14:03 - Final Thoughts and Goodbye

Can financial education turn athletes into powerful investors? In this episode of CPO PLAYBOOK, Danny Cortenraede shares his journey from entrepreneur to investor and mentor, helping athletes and early-stage startups build long-term wealth. Drawing from his background scaling multiple companies, Danny now leads initiatives that teach athletes how to make smart investment decisions, build their financial literacy, and take control of their legacy beyond the field. We explore how his work at LEAD is shaping a new generation of athlete-entrepreneurs—through hands-on learning, mentorship, and real-world exposure to capital strategy. You'll learn: • Why 80% of startups fail—and how to avoid it • How athletes can transition from endorsements to equity • What startup founders should know about scaling to Series A • Why real estate is a powerful entry point for investing • How LEAD is building an ecosystem of athlete-driven innovation Chapters 00:00 Introduction to Danny Cortenraede 01:16 Danny's Entrepreneurial Journey 04:28 Transitioning to Investment and Education 10:00 The Importance of Financial Literacy for Athletes 19:36 Building the Athlete Council and Educational Initiatives 26:51 Success Stories and Impact of Education 31:33 Changing Perspectives on Investment Among Athletes 34:14 Mindset for Lasting Legacy Whether you're a founder, investor, or someone looking to build lasting value, this episode is packed with strategy, insight, and inspiration. — Subscribe to CPO PLAYBOOK for more conversations at the intersection of leadership, innovation, and capital strategy: https://www.cpoplaybook.com/newsletter Need support scaling leadership or culture? Let's talk: https://www.cpoplaybook.com/contact-us

Financial literacy is not a passive activity. It's a strategic tool for liberation.That's because finances aren't just about budgeting or credit scores - it's a revolutionary act of self and collective liberation.In this episode, Adina breaks down how money knowledge becomes a weapon when paired with intention and action - especially for immigrants navigating oppressive systems.You'll learn why financial education is one of the most concrete, powerful ways immigrants and allies can reclaim power, build wealth, and change what's possible - not just for themselves, but for their families, communities, and generations to come.Whether you're the first in your family to invest or simply trying to understand where to begin, this episode is your call to rise.In This Episode:Why financial systems were never built for immigrants - and how to change thatHow to use financial literacy to collapse survival mode and build wealth from a place of powerWhy learning money is like learning a new language - one that lets you decode and redistribute powerThe ripple effect: how financial empowerment creates collective momentumHow to design your Liberation PlanIf this episode activated something in you, it's time to go deeper.Join Immigrant Finance School, our signature program designed to help immigrants and their families learn to build wealth, start investing, and grow financial power - regardless of immigration status.

Matt Sullivan sits down to talk with Aaron Kershaw, US Marine Desert Storm Veteran. They discuss the fundamentals of financial literacy, the development of real accessible financial education, and his work with the BrightPath Foundation.Learn more at TheBrightPathAcademy.com or BrightPathAccess.org (for Veterans)For those who wish to donate:BrightPath Foundation Inc (501c3)"Financial Literacy and Emotional Intelligence for Veterans"695 s Hillside rd., Wappingers Falls, NYEIN: 39-4913471Brightpathfunds.orgOr https://www.paypal.com/donate/?hosted_button_id=7SJRMH7RWX8FELike us on Facebook & Instagram: @lmcmediacenterVisit LMC media website: http://lmcmedia.org/

Right Thinking with Steve Coplon | Guest: Henry SmithThis week's show is called "Get Up Off the Couch!" with guest Henry Smith. Tune in and hear Steve and Henry provide powerful inspiration on why it is so important to believe in yourself so that you can set sail on your life's journey and not be stuck in someone else's vision for you. Steve and Henry will help you learn to apply yourself to live up your potential to give you the best chance to achieve your goals in life.In this episode of Right Thinking with Steve Coakland, I chat with young entrepreneur Henry Smith about the power of self-belief in achieving personal success. We discuss his journey from feeling lost to becoming proactive, emphasizing the importance of evaluating one's environment and relationships.Using Snoop Dogg's rubber band analogy, we highlight how the right connections can propel us forward. We also explore the values of integrity and self-discipline, the necessity of embracing failure, and the importance of adaptable goals. This episode serves as a powerful reminder that taking action is essential to shaping one's own destiny.https://www.talknetworkradio.com/hosts/right-thinking

Cody Garrett, CFP®, and Sean Mullaney, CPA, discuss year-end tax planning, tax moves in 2026, fear-based marketing, Roth conversions, asset tax location, and more in the 89th episode of the Bogleheads® on Investing podcast. • • • Jon Luskin, CFP®, a long-time Boglehead and financial planner, hosts this episode of the 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. 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.   Show Notes: Bogleheads® on Investing #87: Ed Slott, CPA 2026 Premium Tax Credit Update Bogleheads® YouTube Bogleheads® Live with Sean Mullaney: Episode 40 Bogleheads on Investing with Cody Garrett: Episode 61 • • • The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Jon and the Bogleheads® on Investing podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. 

Send us a textOn this episode, we welcome Lucretia Ryan back to the show! Raised by educators in NYC, Lucretia has a heart for teachers and providing her expertise and free resources.  With recent changes, SS is now on the table for ALL teachers, even if you don't pay into it as an educator. Have you paid into it in the past? Should you get your 40 quarters to get SOMETHING? Lucretia Ryan is the founder of FinancialFreedomforWomen.org. She is a financial writer, educator, and philanthropist. After graduating from Cornell University and spending her career at IBM, Lucretia is now helping women to gain financial independence. Her goal is to simplify complex saving and investment decisions to help women make financial decisions that are in their best interest.Because Lucretia does not accept any fees, commissions, advertising, or donations or sell any financial products, she is able to expose the hidden fees and financial traps and help women avoid being taken in by financial predators. She conducts pro-bono, one-on-one retirement optimization workshops for women so they can understand their retirement options and make educated financial decisions. She teaches “Financial Literacy” and “Medicare: What the Insurance Companies Won't Tell You”. https://www.financialfreedomforwomen.org/

In this episode of Retire Fit Radio, Nathan Fort discusses the importance of retirement savings and common missteps that can hinder financial security. He emphasizes the need for early planning, understanding cash flow, and the impact of unexpected windfalls on retirement strategies. The conversation also covers the significance of having a clear financial plan to navigate market volatility and the role of annuities in retirement income. Listeners are encouraged to seek professional guidance to enhance their financial clarity and confidence. If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.

Sir Keir Starmer started the week with not one but two speeches defending his party's Budget decisions in the wake of claims that chancellor Rachel Reeves had misled the public and fellow MPs about the state of the nation's finances. Was his sell convincing? The prime minister also brought up Brexit, but as panellist Robert Shrimsley points out, Starmer was characteristically unclear as to whether the Labour party was ultimately leaning into or out of the EU.Plus, host George Parker and the rest of the panel, Miranda Green and Jim Pickard, discuss the FT report that Nigel Farage told Reform UK donors he expects his party to do some sort of deal with the Tories in the run-up to the next general election — potentially helped by the single biggest donation any UK political party has had from a living donor. Follow George on Bluesky @georgewparker.bsky.social; Miranda @greenmirandahere.bsky.social; Jim @pickardje.bsky.social; Robert @robertshrimsley.bsky.social Want more? Free links: Nigel Farage tells donors he expects Reform UK will do an election deal with the ToriesHead of UK fiscal watchdog quits after Budget leak UK government orders review into rising diagnoses of mental health conditionsJanan Ganesh: The rise of unpopular populism UK envoy to Moscow enters race to be the next ambassador Political Fix will go live next week on Wednesday 10 December at 1.15pm. If you don't want to wait for it to drop in this feed on Friday, register here. Sign up to Stephen Bush's morning newsletter Inside Politics for straight-talking insight into the stories that matter. Get 30 days free at https://www.ft.com/InsidePoliticsOffer. For details about FLIC, the FT's Financial Literacy and Inclusion Campaign, read more about it here or click here and to donate, click here. Presented by George Parker, and produced by Lulu Smyth. The executive producer is Flo Phillips. Original music and mix by Breen Turner. The FT's acting co-head of audio is Manuela Saragosa. What did you think of this episode? Let us know at politicalfix@ft.com Hosted on Acast. See acast.com/privacy for more information.

EP 410 - Tax Without BS returns with a fiery but surprisingly hopeful breakdown of the November 2025 UK Budget. Andy, Jemma and Emma from Oury Clark sift the good, the bad, and the “are-you-kidding-me?” of Britain's latest fiscal planFrom scale-up salvation and EIS boosts, to SME heartbreak, Mansion Tax grumbles, pension puzzles, and the four-year foreign-income free-for-all.It's the only budget reaction that'll make you laugh and rethink your life insurance.*For Apple Podcast chapters, access them from the menu in the bottom right corner of your player*Spotify Video Chapters:00:00 Andy's Episode Synposis02:29 Business Tax Positives05:37 Funding Gaps and EIS14:18 Business Rates and SME Challenges18:16 Inheritance Tax and Business Property Relief23:58 Impact on SMEs and Entrepreneurs33:12 Understanding Business Rates34:04 Personal Taxes Overview34:16 Employee Ownership Trusts Explained37:54 Income Tax Threshold Freeze38:55 Salary Sacrifice and ISA Changes40:08 Financial Literacy and Investment Advice43:44 Mansion Tax and Property Levies48:42 Tax Avoidance vs. Tax Evasion55:48 Foreign Income and Gains Regime01:00:32 Final Thoughts and Budget ReflectionsWatch and subscribe to us on YouTubeFollow us:InstagramTikTokLinkedinTwitterFacebook

In this episode of Remodelers on the Rise, Kyle talks with Phil and Heather Oddo of Closer Look General Contracting about navigating the messy, painful seasons of business and choosing optimism through it all. They share how years of embezzlement knocked their business down, how Heather left her stable corporate job to join the company right as chaos hit, and what it looked like to rebuild piece by piece. You'll hear how they learned to understand their numbers, say no to the wrong clients, build systems for sales and project flow, and hire the right people for the right seats.   They also dive into how DISC and the Visionary/Integrator roles strengthened their communication and helped them work together as a married couple without letting the business consume the relationship. If you need encouragement to keep going and tools to make the journey smoother, this conversation is a reminder that growth often comes through hard things - and optimism can carry you forward. ----- If you and your spouse are ready to invest in your relationship and your remodeling business at the same time, join us February 10 to 12 in Franklin, TN for the Remodel Your Marriage Retreat. This is a getaway built for remodeling couples, with conversations that matter, vision work, time together, and space to reset and refocus. Sign up today!  ----- Takeaways The importance of a supportive partnership in business. Understanding financials is crucial for business success. Setting boundaries between work and personal life is essential. Celebrating small wins can boost morale and motivation. A growth mindset allows for personal and professional development. Utilizing DISC profiles can enhance communication and teamwork. Hiring the right people can transform a business. Visionary and integrator roles help clarify responsibilities. Gratitude can shift perspectives and improve relationships. Defining success is personal and varies for each individual. ----- Chapters 00:00 Introduction to the Oddos' Journey 03:37 Overcoming Challenges: Embezzlement and Recovery 06:27 Heather's Transition into the Business 09:26 The Importance of Financial Literacy 12:38 Finding Guidance and Building Confidence 15:38 Understanding Personalities: DISC Profiles 18:35 Visionary vs. Integrator Roles 21:31 Key Strategies for Business Improvement 24:39 Leveraging Team Strengths 27:31 Navigating Business Challenges 31:13 Balancing Marriage and Business 34:28 Celebrating Wins and Gratitude 41:01 Embracing a Growth Mindset 50:15 Defining Success and Freedom

The Mark Cox Morning Show covered a mix of national politics, finance, and human interest stories across its four hours. The show opened with local weather and commutes, viral pop culture moments, and discussions on the Trump administration, border security, and cultural licensing controversies. Attention then shifted to national defense and U.S. actions against narco-terrorist drug operations, highlighting Pete Hegseth's support for lethal action against drug traffickers, the sinking of drug boats, and the political and media responses to these operations, including debates over War Powers Act requirements. The program also tackled TSA enforcement and Real ID compliance, noting potential fees and logistical challenges for travelers. Later segments featured interviews with Jimmy Failla, who analyzed the Democratic Party's reactions to national security issues, political elections, and broader cultural trends, followed by Taylor Riggs breaking down the stock market, Federal Reserve policy, and the Dell family's $6.25 billion investment in children's accounts, emphasizing financial literacy, compound interest, and long-term wealth-building for young Americans. The show concluded with a heartwarming story of 88-year-old Army veteran Ed Bombas, whose GoFundMe raised over $1 million to secure his retirement after losing his pension, highlighting community generosity and the impact of collective action.

BIO: Edwin Endlich is the Chief Marketing Officer of Wysh and President of the National Alliance for Financial Literacy and Inclusion.STORY: Edwin's worst investment was buying Tilray stock at $143 during the early hype of legal cannabis investing. Swept up in the excitement of a “new frontier,” he held on as the price crashed—eventually selling at around 30 cents and losing over 99% of his investment.LEARNING: The fundamentals always apply, even in new or exciting industries. Don't let hype replace due diligence. “We're in this AI conversation, let's not forget the fundamentals of the market. Learn from what has happened in this space before. And don't get too cocky.”Edwin Endlich Guest profileEdwin Endlich is the Chief Marketing Officer of Wysh and President of the National Alliance for Financial Literacy and Inclusion. Edwin has spent his career at the intersection of marketing, fintech, and AI, helping financial institutions tell more human stories in an increasingly digital world. He's passionate about making financial protection simple, accessible, and even a little more fun — proving you don't need buzzwords or hype to make banking and technology relevant.Worst investment everThere's nothing quite like the rush of feeling early—early to a trend, early to a movement, early to a once-in-a-lifetime opportunity. That's precisely what Edwin felt in 2015–2016, when investing in legal cannabis became possible in parts of the United States.For the first time, regular people could invest in a newly legalized industry. It felt like history happening in real time, a frontier market ready to explode. Edwin and his friends didn't want to miss out, especially when companies were going public, and their share prices seemed destined to skyrocket.One of those stocks was Tilray. At $143 a share, Edwin was convinced he was buying the future. He imagined stock splits, booming demand, and a cannabis empire rising from the ground floor. Instead, he watched that $143 tumble month after month, until he finally sold it for around 30 cents. The emotional rollercoaster of hope, disappointment, and finally acceptance was a journey Edwin will never forget.A 99.3% loss.He now calls it his worst investment—not just because of the financial hit, but because of how powerfully excitement and hype clouded his judgment.Lessons learnedEvery investor thinks their situation is unique. But in reality, the same patterns repeat again and again.Markets take time to mature.Regulation can shift overnight.Early doesn't always mean right.Excitement is not a strategy.Andrew's takeawaysA portfolio isn't just about diversification by industry or geography; it's also about diversifying across stages of maturity.Stable, well-regulated companies like Coca-Cola or Pepsi behave very differently from early-stage, hype-driven industries, such as the cannabis sector.Even large companies, with teams of top analysts, often get it wrong.Actionable adviceIf Edwin could offer one piece of advice to anyone starry-eyed over the next big thing, it would be this:Do your due diligence. Seriously.Before you invest in anything—especially something exciting, futuristic, or rapidly trending—slow down and ask:Has this been done before?What can I learn from past bubbles?What does...

It's been a rollercoaster week for both UK politics and our personal finances, with chancellor Rachel Reeves setting out tens of billions of pounds of tax rises in the Budget. But how will these new taxes be applied and what could they cost you? In a Money Clinic podcast recorded live at the FT, host and consumer editor Claer Barrett is joined by Dan Neidle, the founder of Tax Policy Associates; Stuart Kirk, the FT's investment columnist; and Tej Parikh, the FT's economics leader writer, to field questions from readers and listeners. They cover everything from what the Budget means for people investing in UK markets, the new rules on pensions and salary sacrifice, how to stay under the £100,000 threshold for childcare support and much more.To find out how much the five-year freeze to tax thresholds could cost you, find a free link to the FT's Budget stealth tax calculator hereClaer's Budget column: A horrid Budget for ‘Henrys'Salary sacrifice shake-up: what it means for staff and employersFollow Claer on social media @Claerb This episode was made available with thanks to FLIC, the FT's Financial Literacy and Inclusion Campaign.For details about the campaign, read more about it here or click here and to donate, click here.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

"Creating safe spaces for people to talk about money is one of the most powerful things we can do right now to make the world better for change." -Meg Wheeler Our hosts Stephanie McCullough and Kevin Gaines sit down with Meg Wheeler, CPA and founder of the Equitable Money Project, who's on a mission to demolish the shame surrounding money conversations through accessible financial education. Her approach shows us that the path to financial confidence isn't about becoming an expert. It's about learning to simply talk about money without judgment. "Why should we know this when we've never been taught it in school?" Meg challenges the pervasive shame many people feel about their financial knowledge gaps. After all, we don't feel ashamed about not knowing brain surgery or environmental science because we were never taught those subjects either! The real problem isn't lack of knowledge, but the absence of safe spaces to discuss money openly. Meg's work centers on creating a community where people can share their financial stories without fear. She emphasizes that most people's situations aren't unique. Whether it's medical debt from our broken healthcare system or struggling with inconsistent business income, the factors contributing to financial challenges are systemic rather than personal failures. She suggests going for incremental progress rather than perfection. "Every quarter we want you to pick just one thing within one of those buckets to focus on," she explains, referring to her three-pillar framework: set up foundations, stabilize, and grow. This approach makes wealth-building feel achievable rather than overwhelming. Perhaps most powerfully, Meg advocates for teaching children about money early. Her eight-year-old has a debit card and checks his bank balance before purchases. Not because he's learning to become a financial professional, but because money should not be feared but normalized. Financial empowerment begins not with expertise, but with conversation, community, and compassion toward ourselves and others navigating the same challenges.   Key Topics ●      Meg's Path to Financial Education (02:26) ●      The Problem with "Financial Literacy" (04:28) ●      Why We Feel Shame About Money (05:21) ●      Information vs. Quality Education (05:56) ●      Creating Safe Spaces for Money Talk (14:07) ●      Teaching Kids About Money (16:13) ●      Learning the Language of Money (17:43) ●      The Three Pillars of Wealth Building (25:51) ●      Overcoming Emergency Fund Shame (26:54) ●      Business Owner Tips and Avoidance (33:00)   Resources: Equitable Money Project website   If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

Concentrating on Priorities | Episode #459This week's show is called "Concentrating on Priorities." Tune in and hear Steve share his heart on what keeps him going every day. For Steve, it all comes down to knowing what is important and a deep commitment to serving others. It all starts with being thankful for each and every day that the Lord has blessed him with.In this episode, I explore the theme of prioritizing what truly matters, focusing on gratitude after Thanksgiving and the personal significance of this holiday in my battle with multiple myeloma. I share my tradition of sending heartfelt cards to loved ones, fostering meaningful connections, and reflecting on life's purpose through mentoring.Citing Marcus Aurelius, I emphasize the role of daily habits in character building and the impactful message of unity from "We Are the World." My goal is to inspire listeners to embrace their worth, act kindly, and cultivate a sense of community and gratitude.https://www.talknetworkradio.com/hosts/right-thinking

Co-Owner, Bookkeeping Department Lead, AccountantAs founder of Busy Bee Advisors, Melissa Broughton brings a smile to every part of her work. Never one to miss the chance to laugh, she knows that a little humor can go a long way in educating and encouraging clients through complex, even frustrating, bookkeeping situations.Her background in corporate accounting and auditing complements her desire to serve as a financial translator, of sorts, to sole proprietors and small business owners so that they feel confident in their financial decisions.Melissa is a member of Business Network International, Rotary, FU Nights, Women in Consulting, and previously served as finance chair on the Sacramento Children's Receiving Home Board of Directors.She and her husband Eric enjoy working together and live in Sacramento with their youngest son and dog. Co-Owner, Tax Department Lead, Tax AdvisorEric Broughton is anything BUT your typical tax professional.A true extrovert, Eric enjoys connecting with his clients to genuinely understand them and their unique tax and financial situation. His goal for his clients is to pay their fair share in taxes and nothing more.He uses this insight to find ways to best apply the tax code and design a customized tax strategy to save as much as is legally allowable under the current tax code.Born in Northern California, Eric is an avid gamer at heart and a natural problem solver. He enjoys spending time with his family and working alongside his wife and business partner, Melissa. Eric and Melissa are proud parents of a U.S. Marine.  ______________________________________________________________________ The Edupreneur: Your Blueprint To Jumpstart And Scale Your Education BusinessYou've spent years in the classroom, leading PD, designing curriculum, and transforming how students learn. Now, it's time to leverage that experience and build something for yourself. The Edupreneur isn't just another book; it's the playbook for educators who want to take their knowledge beyond the school walls and into a thriving business.I wrote this book because I've been where you are. I know what it's like to have the skills, the passion, and the drive but not know where to start. I break it all down: the mindset shifts, the business models, the pricing strategies, and the branding moves that will help you position yourself as a leader in this space.Inside, you'll learn how to:✅ Turn your expertise into income streams, without feeling like a sellout✅ Build a personal brand that commands respect (and top dollar)✅ Market your work in a way that feels natural and impactful✅ Navigate the business side of edupreneurship, from pricing to partnershipsWhether you want to consult, create courses, write books, or launch a podcast, this book will help you get there. Stop waiting for permission. Start building your own table.Grab your copy today and take control of your future.Buy it from EduMatch Publishing https://edumatch-publishing.myshopify.com/collections/new-releases/products/the-edupreneur-by-dr-will

It's been a rollercoaster week for both UK politics and our personal finances, with chancellor Rachel Reeves setting out tens of billions of pounds of tax rises in the Budget. But how will these new taxes be applied and what could they cost you? In a podcast recorded live at the FT, host and consumer editor Claer Barrett is joined by Dan Neidle, the founder of Tax Policy Associates; Stuart Kirk, the FT's investment columnist; and Tej Parikh, the FT's economics leader writer, to field questions from readers and listeners. They cover everything from what the Budget means for people investing in UK markets, the new rules on pensions and salary sacrifice, how to stay under the £100,000 threshold for childcare support and much more.To find out how much the five-year freeze to tax thresholds could cost you, find a free link to the FT's Budget stealth tax calculator hereClaer's Budget column: A horrid Budget for ‘Henrys'Salary sacrifice shake-up: what it means for staff and employersFollow Claer on social media @Claerb This episode was made available with thanks to FLIC, the FT's Financial Literacy and Inclusion Campaign.Read more about FLIC here or click here, and to donate, click here. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

Antti Ilmanen, Ph.D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. He has published extensively in finance journals and has received numerous awards. Antti is the author of Expected Returns (Wiley, 2011) and Investing Amid Low Expected Returns (Wiley, 2022), which I discussed with him on Episode 49. Antti recently completed a series of 10 papers on "How Do Investors Form Long-Run Return Expectations?" The papers are free on the AQR website, and they are the subject of this podcast.   Rick Ferri, a long-time Boglehead and investment adviser, hosts this episode. 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. 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 Modern Man Podcast, host Ted Phaeton speaks with Sean Tepper, founder and CEO of Tykr, an investment platform designed to empower users in navigating the stock market. Sean shares his journey from corporate life to entrepreneurship, discussing the challenges and lessons learned along the way. The conversation explores the significance of financial literacy, the distinctions between investing and trading, and the innovative features of Tykr that aim to simplify investing for users. Sean emphasizes the importance of situational awareness in business and investing, and how leveraging technology, including AI, can enhance investment analysis. The episode concludes with insights on the future of Tykr and the importance of doing what you love while also generating revenue. Chapters 00:00 – Billionaire Investors, Not Traders 01:00 – Introduction to The Modern Man Podcast 03:09 – Sean Tepper's Journey into Investing 08:22 – The Transition from Corporate to Entrepreneurship 13:15 – Overcoming Fear and Embracing Risk 19:00 – The Aha Moment in Investing 24:49 – Building Ticker: The Education Piece 30:26 – Micro Learning and Financial Literacy 35:33 – Investing vs. Trading: The Key Differences 38:46 – Future Goals for Ticker and Growth Strategies 39:56 – Leveraging AI in Investment Analysis   Tepper’s Links Website:  tykr.com Facebook: tykrpro LinkedIn: seantepper Instagram: tykrinvest Free eBook Here: Mastering Self-Development: Strategies of the New Masculine: m2ebook   ⚔️JOIN THE NOBLE KNIGHTS MASTERMIND⚔️ https://themodernmanpodcast.com/thenobleknights  

#ThisMorning | Only Coordinated #Action Can Improve #FinancialLiteracy Outcomes | Tim Rouse, Snezana Zlatar and Michael Ellison, The SPARK Institute | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness @TheStreet ​

Send us a textIn this episode of ABC's Apparenting Adult Children podcast, host James Moffitt talks with John Hankins, a certified financial therapist and licensed social worker. They discuss the importance of financial literacy for young adults, the emotional connections to money, and the challenges parents face when supporting adult children financially. John shares insights on budgeting, saving, and managing credit, while James reflects on his own financial journey and the lessons learned from his parents.Keywordsfinancial literacy, adult children, budgeting, saving, credit management, financial therapy, emotional connections, retirement planning, financial stress, financial educationTakeawaysFinancial literacy is crucial for young adults to manage their future effectively.Parents should lead by example in teaching financial management to their children.Understanding emotional connections to money can improve financial decision-making.Budgeting and saving are foundational skills for financial stability.Credit management is essential to avoid long-term debt issues.Parents often face challenges when financially supporting adult children.Retirement planning requires careful consideration of long-term financial needs.Financial therapy can help individuals and couples manage financial stress.The financial markets' volatility requires a balanced and informed approach.Open communication about money can strengthen family relationships.Sound bites"Financial literacy is crucial for young adults.""Lead by example in financial management.""Emotional connections to money matter.""Budgeting is a foundational skill.""Credit management is essential.""Supporting adult children is challenging.""Plan carefully for retirement needs.""Financial therapy can ease stress.""Market volatility requires balance.""Communication strengthens family ties."Chapters00:00:00 Introduction and Guest Introduction00:00:00 Understanding Financial Therapy00:00:00 Financial Literacy for Young Adults00:00:00 Challenges of Supporting Adult Children00:00:01 Retirement Planning and Market Volatility00:00:01 Emotional Connections to MoneyWant to be a guest on ABCs of Parenting Adult Children? Send James Moffitt a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/parentingadultchildren Listen here for our sponsors list. Many thanks to them for helping to underwrite the costs of producing this podcast. Support the showSocial Media Links https://www.youtube.com/@JamesMoffitt https://www.instagram.com/parentingadultchildren125/ https://www.tiktok.com/@chiefpropellerhead ABC's of Parenting Adult Children Facebook Page https://www.facebook.com/profile.php?id=61581576308055 r/parentingadultchildren Feel free to subscribe to these channels and share the links with your social media portals.

In this special edition of The Balancing Act Podcast, Andy sends a message of gratitude and introduces listeners to his other podcast, Money Lessons with Andrew Temte, PhD, CFA.  Money Lessons replaces Andy's Saturday Morning Muse series and is a weekly show where he distills complex financial concepts through historical storytelling and practical examples. Each bite-sized episode builds on the last, creating a comprehensive foundation for smarter financial decisions. Whether you're just starting your career or planning for retirement, these lessons will change how you think about money. Subscribe to Money Lessons with Andrew Temte on your favorite podcast service. Join us next week on The Balancing Act when we return with regularly scheduled programming and a discussion on entrepreneurship with Chris Hallberg - an expert EOS implementer. andrewtemte.com

“Personal finance is personal.” — Anthony Weaver In this episode of Better Call Daddy, host Reena Friedman Watts and her dad, Wayne, welcome Anthony Weaver, a financial educator and podcast host, to dive deep into the fascinating world of personal finance and the stories our wallets tell. Anthony shares his journey from teaching mathematics to exploring the nuances of money management, discussing how his relationship with money has evolved over time. He reflects on the importance of understanding the psychology behind spending and saving, emphasizing that personal finance is not just about numbers, but about the choices we make based on our values and experiences. Understanding Money Mindsets Anthony explains how our upbringing shapes our financial habits, from couponing to hoarding, and how the mindset of scarcity can affect our ability to enjoy life. He encourages listeners to rethink their money narratives and to consider what truly brings joy in their lives. He shares valuable insights on: - The thrill of couponing and how it can lead to significant savings - The importance of enjoying experiences while being financially savvy - How to navigate insurance and healthcare costs effectively - Strategies for teaching financial literacy to younger generations Life Lessons & Future Aspirations As a member of the sandwich generation, Anthony discusses the realities of caring for aging parents while planning for his own future. He reveals his curiosity about the funeral industry and the importance of discussing end-of-life plans with loved ones, emphasizing that it's never too early to have these conversations. Wayne adds his wisdom, highlighting the balance between saving for the future and enjoying the present, reminding us that life is precious and should be lived fully. Keywords & Core Themes Personal Finance, Couponing, Financial Education, Money Mindset, Insurance, Healthcare Costs, Financial Literacy, Parenting, Saving, Spending, Life Lessons, Podcasting, End-of-Life Planning, Money Management Episode Highlights (00:00) Welcome to the Better Call Daddy Show (01:20) Meet Anthony Weaver: From Teacher to Financial Educator (05:45) The Evolution of Money Mindsets (12:30) The Thrill of Couponing: Tips & Tricks (20:15) Navigating Insurance and Healthcare Costs (30:00) Teaching Financial Literacy to Kids (40:50) Conversations About End-of-Life Planning (50:00) Wayne's Wisdom on Saving and Enjoying Life (55:30) Closing Thoughts and Reflections Connect with Anthony Weaver Podcast: About That Wallet  Connect with Reena Friedman Watts Better Call Daddy Website | LinkedIn | Instagram | YouTube Thank you for tuning in to Better Call Daddy—where wisdom, creativity, and heart meet!

We're diving deep into the world of math and financial literacy today, and trust me, you don't want to miss it! We're chatting with Akil Parker, who passionately explains how mastering math is the key to unlocking a treasure trove of opportunities, especially in STEM fields. He emphasizes that strong math skills aren't just about solving equations; they're the backbone of financial literacy, too! If we want our kids to be savvy with their money and not fall prey to financial traps, we've got to start teaching them math early and often. So grab a comfy seat, and get ready for some enlightening discussions on how we can empower the next generation to be financially confident and math-savvy!Takeaways: Understanding mathematical literacy is crucial for achieving financial literacy, so let's bridge that gap! Parents should take charge of their children's math education, as schools may not provide it adequately. Math is the gatekeeper to many career opportunities; embracing it opens doors to finance and STEM fields. Engaging children in discussions about money and math at home creates valuable teachable moments. Links referenced in this episode:allthismath.comFor more episodes and financial insights, visit https://aboutthatwallet.comDisclaimer:The information provided in this podcast is for educational purposes only and should not be considered financial advice. Please consult with a qualified financial advisor before making any decisions regarding reverse mortgages or other financial products.Episode 319

In this Episode: In this fourth installment of the "Refocus to Rise" series, Mark and Theron discuss the concept of Wealth—not strictly in financial terms, but through the lens of investing in yourself. They argue that self-improvement operates like compound interest: small, consistent investments in your skills and knowledge early on yield massive results over a 10-year period. Key Takeaways Compound Interest of the Self: Just like financial investing, you may not see immediate results from reading one book or taking one course. The magic happens through consistency over time. It's Never Too Late: While starting young is ideal, the hosts share the example of a student in his 60s who reinvented his career as a consultant, proving that reinvesting in your skills keeps you mentally fresh and purposeful at any age. Free vs. Paid: You don't need money to start. You can invest time (YouTube, podcasts, libraries) just as effectively as money (coaches, courses). The 3-Step Action Plan Step 1: Identify Your Current Capital (The Audit) Before you can invest, you need a balance sheet of what you already have. Audit Hard & Soft Skills: Write down your abilities. Identify High-Yield Assets: What are the 2-3 things you are naturally best at? These are your superpowers. Identify Liabilities: Be honest about your weaknesses. Knowing where you lack organization or skill allows you to either work on it or hire someone else to handle it. Step 2: Choose Your Next "High-Growth" Investment Decide where to allocate your time and resources based on your audit. Align with a 5-Year Goal: Ensure the skill you are learning bridges the gap to where you want to be. Be Specific: Avoid vague goals like "get smarter" or "make more money." Use concrete targets (e.g., "I will learn to read a balance sheet"). Prioritize "Compounding Skills": Invest in skills that make everything else easier. The hosts specifically recommend Communication, Financial Literacy, and Discipline. Mark's Example: He realized early on that to succeed in martial arts (teaching/sales), he had to invest heavily in overcoming his shyness to become a master communicator. Step 3: Make Your First "Micro-Deposit" Move from "I should" to "I am" by getting skin in the game immediately. Commit Time or Money Now: Don't just list it; schedule a study block on your calendar or buy the book/course immediately. Create an Investment Environment: Set yourself up for success (e.g., have the next book ready to read before you finish the current one). Social Accountability: Tell a friend your "investment thesis." Engaging in healthy competition (like sparring in martial arts) pushes both people to grow faster than they would alone. Conclusion The hosts encourage listeners to treat their personal growth with the same rigor as a financial portfolio. By auditing your skills, choosing high-value targets, and making immediate deposits of time and effort, you build a life of high value. ARN Suggested Reading: Blessings In the Bullshit: A Guided Journal for Finding the BEST In Every Day – by Mark Cardone & Theron Feidt https://www.amazon.com/Blessings-Bullshit-Guided-Journal-Finding/dp/B09FP35ZXX/ref=sr_1_1?dchild=1&keywords=blessings+in+the+bullshit&qid=1632233840&sr=8-1 Full List of Recommended Books: https://www.achieveresultsnow.com/readers-are-leaders Questions? 1.   Do you have a question you want answered in a future podcast? 2.   Go to www.AchieveResultsNow.com to submit. Connect with Us: Get access to some of the great resources that we use at: www.AchieveResultsNow.com/success-store www.AchieveResultsNow.com www.facebook.com/achieveresultsnow www.twitter.com/nowachieve Thank you for listening to the Achieve Results NOW! Podcast.  The podcast that gives you immediate actions you can take to start seeing life shifting results NOW!

Tired of feeling like your money controls you instead of the other way around?Morgan E. Nichols, CEO of Life Branch Wealth Partners and founder of Motivated by Morgan, is a nationally recognized speaker and financial educator who specializes in youth empowerment and values-driven financial planning for families.Morgan breaks down how parents and teens can build stronger money habits through mindset, responsibility, and intentional financial education. You'll learn simple, practical ways to introduce financial discipline, create healthy savings behaviors, and build long-term stability rooted in your family's core values.Get ready to transform your financial future, empower the next generation, and discover how financial literacy is about far more than just numbers—it's about dreaming bigger and reaching higher!Key Takeaways:1:51 Financial Literacy: More Than Just Numbers Morgan emphasizes that financial literacy is about empowering future generations to dream big and seize opportunities.5:14 Connecting Your Values to Your Finances Morgan highlights the importance of understanding your personal values and aligning them with your financial game plan for true success.8:19 Teaching Youth Financial Responsibility Learn practical advice on how to guide children towards financial ownership, using examples like paying for cell phones and discretionary expenses.13:43 The Importance of an Emergency Fund Morgan stresses the critical need for a cash reserve covering three to six months of essential expenses to provide peace of mind.15:43 The Power of Accountability Discover why working with a financial advisor is like having a personal trainer for your finances, providing the guidance and accountability needed for significant progress.17:48 Life Branch Wealth Partners: Your Full-Picture Financial Guide Morgan details how Life Branch Wealth Partners provides comprehensive financial planning, managing investments, and fostering generational impact.20:30 Legacy Starts Younger Than You Think Morgan challenges the traditional view of legacy, explaining that it begins in your 30s or even younger, encompassing not just money but also the lessons and values you impart.21:12 "Intentional Legacy" Book for Deeper Dive Morgan introduces her co-authored book, "Intentional Legacy," which offers stories and concepts for anyone looking to understand comprehensive financial advising.25:48 Financial Literacy Found Me Morgan shares her inspiring personal journey, illustrating how unexpected turns in life can lead to fulfilling passions and purpose.“Legacy isn't just measured in wealth — it's measured in the confidence and wisdom we equip our children with.”Connect with Morgan:Email Address: Morgan.Nichols@ampf.comWebsite: LifeBranchWealth.comContact Number: (817) 488-0905Linkedin: https://www.linkedin.com/in/morganenichols/Facebook: https://www.facebook.com/lifebranchwealthpartnersConnect with Corwyn:Contact Number: 843-619-3005Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠Website:⁠ https://www.exitstrategiesradioshow.com⁠Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠Shoutout to our Sponsor: Mellifund Capital, LLCNeed funding for your next real estate flip or build? MelliFund Capital makes it fast, flexible, and investor-friendly. Visit MelliFundCapital.com and fund your future today. Again, that's MelliFundCapital.com, M-E-L-L-I-L-U-N-D, Capital.com.

On this episode of Millennial Millionaire, Steven Cohen sits down with Arjun Dhingra — 20+ year mortgage veteran, founder of LFG Society, and two-time Taekwondo world champion. Arjun shares how the mindset he built in martial arts shaped his resilience in business, leadership, and financial discipline. He breaks down why losing is the ultimate teacher, how the 2008 crash forced him to rebuild, and why most people struggle with money due to insecurity and comparison—not income. Arjun also explains how to outlast competitors, use leverage responsibly, and create real financial stability through humility and self-awareness. From “training shape” mentality to navigating today's real estate market, this conversation is a powerful blueprint for anyone looking to build wealth, develop discipline, or break generational money patterns. Chapter Markers: 00:00 – Martial Arts, Mortgages & the Lessons of Losing 06:15 – Humility, Market Cycles & Outlasting the Competition 13:10 – When Failure Is the Teacher & How to Rebuild 21:20 – Financial Literacy, Money Patterns & Living Below Your Means 31:16 – Debt vs. Leverage, Real Estate, and Creating Wealth Today 40:13 – Knowing Yourself, Risk, and Building a Wealth Plan That Fits If this conversation inspired you, make sure to like, comment, and subscribe for more powerful conversations with top performers, entrepreneurs, and thinkers. Share this episode with someone who needs clarity, resilience, and a real plan for building wealth in any market. Connect with Arjun: Instagram: https://www.instagram.com/arjunmortgage/ #ArjunDhingra #MillennialMillionaire #FinancialLiteracy #WealthMindset #MortgageExpert #Entrepreneurship #Discipline #Resilience #RealEstateInvesting #MindsetMatters #StevenCohen

Join us for an enlightening exploration of purpose-driven leadership as we welcome Andrew Lo, President and CEO of Embark, to the Do Good to Lead Well podcast. Discover how Embark is transforming how families plan, save, and invest in their children's education through innovative initiatives like their new gifting program for Registered Education Savings Plans (RESPs). This program allows grandparents and others to contribute to a child's education fund during the holidays.Andrew also shares the intricacies of building a purpose-driven, collaborative environment. Discover how Embark measures success through customer satisfaction and trust, and how reinvesting their earnings into educational initiatives supports young entrepreneurs. Andrew's stories of experimentation, resilience, and mental well-being underscore the importance of nurturing a culture where innovation thrives and collective success is prioritized.As we explore the transformative journey of fostering a learning culture, Andrew shares strategies for encouraging lifelong learning and innovation within his organization. From participation in international conferences to hackathons, Embark promotes creativity and problem-solving across all levels. We also address the challenges of maintaining accountability while nurturing a positive organizational culture, emphasizing the importance of empowerment and open communication. With a focus on building resilience and mental well-being, this episode provides valuable insights for leaders navigating the complexities of the modern business landscape, especially in the AI era. Tune in for an inspiring conversation that highlights the human connection at the heart of leadership and innovation.What You'll Learn- The heart of purpose-driven leadership- The secrets to collaboration- How to foster a learning culture- Empowering accountability and growth- Why you want to lead with consensus when defining organizational success- Building resilience and mental well-being- Leadership in the digital and AI eraPodcast Timestamps(00:00) - Purpose-Driven Leadership in Education(08:45) – The Qualities of Great Leaders(17:15) – The Secrets to Effective Collaboration(25:49) - Empowering Accountability for Organizational Growth(32:10) - Building Resilience and Mental Well-Being(38:49) – The Motivational Power of a Truly Shared Definition of Success(52:27) - Leadership in the AI EraKEYWORDSPositive Leadership, Leading with Purpose, Purpose-Driven Leadership, Innovation, Financial Literacy, Social Impact, Collaboration, Customer Satisfaction, Trust, Corporate Scorecard, Young Entrepreneurs, Learning Culture, Lifelong Learning, Hackathons, Curiosity, Accountability, Empowerment, Organizational Growth, Mental Well-Being, Resilience, Fear of Failure, Burnout, Hybrid Work Environments, Strategic Planning, AI Era, Soft Skills, Emotional Intelligence, Human Connection, CEO Success

Earmark Media Presents a bonus episode of Earmark Podcast:Live from Boston on the final stop of the Advisory Amplified tour, Blake sits down with James Erving from Fathom and Chris Macksey from Prix Fixe Accounting to explore what advisory services really mean beyond bookkeeping and compliance. Chris shares how his firm requires advisory for all restaurant clients, using industry expertise and operational metrics to guide decisions on everything from menu pricing to expansion timing. The conversation covers the difference between delivering information versus being integral to decision-making, with insights on forecasting, benchmarking, and why visual KPIs help clients with low financial literacy understand their business performance.Meet Our GuestsJames ErvingLinkedIn: https://www.linkedin.com/in/jameserving/Learn more about FathomOfficial website: http://fathomhq.comChris MackseyLinkedIn: https://www.linkedin.com/in/cmacksey/Learn more about Prix Fixe AccountingOfficial website: https://prixfixe.accountants/Need CPE?Get CPE for this episode: https://earmark.app/c/2912Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

101 The Impact of AI and Labor Market Trends | Cary Sparrow, CEO of WageScape   The Entrepenudist Podcast  https://entreprenudist.com AI is transforming how companies hire, pay, and compete for talent and no one understands that shift better than Cary Sparrow, Founder and CEO of WageScape. In this episode of The Entreprenudist Podcast, Cary shares insights from decades of experience in engineering, the U.S. Navy, consulting, and technology leadership. He explains how data and artificial intelligence are reshaping recruiting, pay transparency, and the overall labor market. We dive into:

November is financial literacy month, and when it comes to finances, ignorance is certainly not bliss.With all the resources online, whether that be from TikToks or business blogs or even ChatGPT, it may seem intimidating to cut through all the noise to find out what works for you. But the reality is, educating yourself is easier than you think. All it takes is one conversation.Host Kris McCusker speaks to Gary Teelucksingh, co-founder of the Money Wise Institute and partner at Electric Mind. He's also the author of Roots of Prosperity: Building Legacies Beyond Wealth. The two discuss how to build financial habits that work for your personal lifestyle, and how the worst thing you could do for your money is NOT talk about it, regardless of how old you are. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstoryfpn on Twitter

In this episode of the HR Mixtape, host Shari Simpson welcomes Dr. Kevin Wright, a Senior Racial Equity Facilitator and Consultant at the Center for Equity and Inclusion. They dive into the critical topic of financial literacy in the workplace, discussing the significant gaps in access to financial education and the role employers can play in bridging these gaps. This conversation is timely as organizations increasingly recognize the importance of employee experience and well-being, especially in light of evolving financial systems and the need for inclusive leadership. Listener Takeaways: Learn how to assess your organization's current financial literacy offerings and identify gaps. Discover why expanding financial education resources can enhance employee retention and productivity. Explore strategies for leveraging existing partnerships to provide valuable financial literacy training. Hit “Play” to gain insights that can transform your workplace culture and empower your employees! Guest(s): Dr. Kevin Wright, Senior Racial Equity Facilitator and Consultant, Center for Equity and Inclusion

Unlock the secrets to mastering your financial future with our latest episode, where we promise you'll discover innovative solutions to financial burdens and career challenges alike. Join us as we chat with Peter Maher, a visionary FinTech executive leading the charge against outdated payday loan systems. We'll share insights from my new book, "Escaping the Drift," while Peter offers a candid look into his journey of overcoming credit pitfalls. Together, we explore Float's mission to bring financial flexibility and accessibility to those who need it most, and discuss the importance of educating the next generation on the principles of financial literacy.Explore a groundbreaking business model that's revolutionizing consumer loyalty in the fintech world. We delve into how transaction fees and AI-driven real-time transaction categorization are used to avoid the pitfalls of late fees and high-interest rates. Our conversation also covers how innovative budgeting tools could soon become a staple subscription service, supporting healthier financial habits for essential purchases. Adding to the excitement, get an insider's view into the world of Buy Now, Pay Later (BNPL) startups and their unique approaches to fraud prevention and strategic partnerships with major payment providers.Finally, we tackle the notion of career paths and personal growth with a fresh perspective on education and experience. Hear personal stories about triumphing over the insecurity of lacking a formal degree and the rewarding, albeit unconventional, career paths that followed. We dive into the value of having a clear personal vision and authentic identity beyond professional achievements, exploring the concept of betting on oneself and recognizing that true success lies in strong relationships and genuine connections. Whether you're aiming to disrupt an industry or redefine personal success, this episode offers practical wisdom and inspiration.CHAPTERS (00:00) - Escape the Drift(12:09) - Innovative Fintech Business Model(21:49) - Fight Against Fraud and Innovative Fintech(29:33) - Career Paths and Perspective Shifts(41:28) - Personal Vision and Authentic Identity

Here's a question: If everyone's buying annuities right now, does that mean you should too? Joe Saul-Sehy, OG, and Neighbor Doug tackle that exact question in this week's episode—but first, they're starting with the basics. Because before you can figure out complex financial products, you need to nail the fundamentals. And who better to teach them than Karen Holland, founder of Gifting Sense, who's made it her mission to help kids (and their parents) understand money in ways that actually stick. Karen breaks down how to teach the next generation about "need vs. want," why middle schoolers need to understand the real cost of "cool," and how financial literacy can be empowering instead of intimidating. Whether you've got kids or just want a refresher on the money basics you wish someone had taught you, this conversation is the reset button you didn't know you needed. Then things get timely: annuity sales are booming, and everyone's suddenly got an opinion. But are annuities the safe harbor they're marketed as, or just another way to lock up your money with fees you don't understand? Joe and OG cut through the sales pitch to help you figure out when annuities make sense—and when you're better off walking away. Plus: Doug delivers "life-changing" trivia (his words), there's an iHeart Music Festival giveaway tied to financial literacy, and you'll get your weekly dose of basement wisdom served with laughs. What You'll Walk Away With: • Karen Holland's framework for teaching kids financial literacy that actually changes behavior (not just lectures that go in one ear and out the other) • Why annuity sales are exploding right now—and the questions you MUST ask before signing anything • The difference between annuities that solve real problems and annuities that just create expensive ones • Financial habits that work at any age—whether you're teaching a 12-year-old or retraining yourself • How supporting financial education can score you iHeart Music Festival tickets (because doing good shouldn't be boring) This Episode Is For You If: • You want to teach kids about money but don't know where to start (or worry you'll mess it up) • Someone's pitched you an annuity and you're not sure if it's brilliant or a trap • You've heard annuities are "safe" but want to understand what you're actually giving up • You believe financial literacy is a gift worth giving—to your kids, your community, or yourself • You want money advice that doesn't talk down to you or assume you already know everything FULL SHOW NOTES: https://stackingbenjamins.com/raising-money-for-financial-literacy-1757 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

Two-time Emmy and three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Sonia Balfour-Fears.