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8 episodes with financial mistakes
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10 episodes with financial mistakes
4 episodes with financial mistakes
5 episodes with financial mistakes
6 episodes with financial mistakes
5 episodes with financial mistakes
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5 episodes with financial mistakes
2 episodes with financial mistakes
4 episodes with financial mistakes
4 episodes with financial mistakes
3 episodes with financial mistakes
3 episodes with financial mistakes
4 episodes with financial mistakes
3 episodes with financial mistakes
3 episodes with financial mistakes
In this episode of The Grow Your Wealthy Mindset, we demystify the world of options trading—a topic that often feels complex and intimidating, especially for busy professionals like physicians. Whether you've heard of puts, calls, or covered calls and want to finally understand what they mean, or you're simply curious about how options can fit into a diversified investment strategy, this episode is for you. Tune in to learn:What options are and how they workThe difference between calls and putsWhat it means to short a stock vs. buying a putCommon options strategies: covered calls, protective puts, bull call spreads, and bear put spreads Even if you never plan to trade options, understanding how they work will help you better grasp market behavior and protect your wealth from unnecessary risk. Tune in to learn how options trading can be used for speculation, hedging, and income generation—and why it may or may not be a fit for your personal financial plan. Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
Are financial mistakes draining your restaurant's profits? In this episode, we break down the top 10 restaurant financial mistakes—from tip reporting and payroll to sales tax and bookkeeping. Tax pro Cindy Montoya from KAC Consulting shares how to fix the leaks and boost your bottom line. Unlock all the Secrets to Running a Highly Profitable Restaurant. Follow the Restaurant Profit Fast Track: Master Finances, Boost Sales, Train Staff, and Multiply Your Revenue! Unlimited Staff Accounts. Join the Restaurant Academy: https://restaurantrockstars.com/joinacademy Connect with Restaurant Rockstars on Social Media: LinkedIn Roger: https://www.linkedin.com/in/roger-beaudoin-21590016 LinkedIn Restaurant Rockstars: https://www.linkedin.com/company/restaurant-rockstars Facebook: https://www.facebook.com/restaurantrockstars/ Instagram: https://www.instagram.com/restaurantrockstars X: https://x.com/RestaurantRock1 Connect with our guest: https://www.linkedin.com/company/kac-consulting-inc. https://www.facebook.com/kacconsulting https://www.instagram.com/kacconsulting Thank you to our sponsors: • Touch Bistro: Touch Bistro helps speed up service, reduce errors and turn tables faster while loyalty programs, online ordering and contactless payments boost your bottom line. Plus, real time analytics, inventory tracking and staff scheduling are game changers. Reach out to my friend Becky, tell her I sent you and she will take good care of you! Her email is btartick@touchbistro.com or call her at 647-360-3994. • The Birthday Club – Everyone celebrates their birthday! Get new and repeat business, fill your tables, and boost sales with Birthdays: https://jointhebirthdayclub.com/BirthdayRockstar/ • The Restaurant Academy: Everything you need to know to optimize profits, maximize sales and train your team in restaurant fundamentals! https://restaurantrockstars.com/joinacademy/ • Fora Financial: Money and funding for restaurant inventory, new equipment, or whatever you choose. Easy apply, fast decision and up to $1.5M funding. Funding subject to terms and conditions. Go to www.forafinancial.com/rockstar
Dave Ramsey has helped millions of people take control of their finances—but does his advice make sense for physicians? In this episode of The Grow Your Wealthy Mindset, I break down where Ramsey's principles work and where they fall short for doctors. With our unique financial journey—years of training, six-figure student loan debt, and sudden income jumps—physicians need a more nuanced approach than blanket debt-aversion.From student loans and investing, to credit cards and retirement planning, I'll explain why following Ramsey's 7 Baby Steps might actually hurt more than help, especially if you're a physician working toward financial freedom.What You'll Learn in This Episode:Why debt isn't always bad—especially when it's funding an income-producing asset like a medical degreeThe ROI of student loans and how to decide if borrowing for education makes senseWhy Ramsey's strict “no credit card” rule isn't practical—or always smart—for physiciansWhy delaying retirement investing for student loan payoff can cost youSocial Security data source:Tamborini, Christopher R., ChangHwan Kim, and Arthur Sakamoto. 2015. Education and Lifetime Earnings in the United States. Demography 52: 1383–1407. Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
Send us a textIf you've ever felt guilt around money decisions, or unsure of how to take control of your finances, this conversation is going to speak right to your soul.Bola Sokunbi is a Certified Financial Education Instructor (CFEI), finance expert, bestselling author of the books, "Choosing To Prosper", "My Wealth Plan Workbook", and the 3-part Clever Girl Finance Book Series, speaker, and founder of Clever Girl Finance, one of the largest personal finance media/education platforms for women in the U.S.She gets honest about her early savings journey (yes, while working a demanding consulting job), the “treat yourself” purchases that felt good until they didn't, and the moment she realized her closet was literally stacked with missed investment opportunities.We also talk about the quiet but powerful influence of her mother, a woman who paved the way by choosing courage, moving across the world, and starting over so Bola could have more opportunities. And now? She's helping women everywhere rewrite their own stories with real tools, zero shame, and an unapologetic reminder that you deserve to live life on your own terms.01:08 Meet Bola: Founder of Clever Girl Finance02:02 Inspiration from My Mother's Financial Journey05:35 Lessons Learned12:13 The Importance of Financial Knowledge and Consistency16:34 Creative Strategies for Saving Money at Work17:55 The Realities of Extreme Budgeting20:59 Reflecting on Financial Mistakes and Lessons22:48 Empowering Women with Financial ResourcesQuiet, consistent money moves are where the real power lives. Join us for Money Talks on July 24 and learn how to build wealth behind the scenes- no drama, just solid strategies that put your values and your future first. Click here to register for FREE and bring your questions!Got a unique financial story to share? We want to hear it! Or are you a professional who helps women with money? If you're a financial coach, attorney, CPA, or work in any area that empowers women financially, we'd love to hear from you too! Your story could inspire our community of women. Fill out our intake form here!Follow & connect with Bola:LinkedInWebsite Connect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey
Kevin Brucher discusses common financial mistakes that baby boomers make, particularly regarding Social Security, healthcare costs, and retirement planning. He emphasizes the importance of understanding Social Security benefits, the timing of claims, and the need for adequate healthcare coverage in retirement. Additionally, he addresses the impact of national debt on retirement security and suggests investing in digital currencies and gold as a hedge against economic uncertainty. The conversation also highlights the significance of starting retirement contributions early and utilizing Health Savings Accounts for tax-free medical expenses. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.
In this solo episode, Paul Jamison breaks down the biggest financial pitfalls lawn and landscape business owners face—from underpricing to tax troubles—and how to sidestep them for lasting success.
In this timely episode, Dr. Elisa Chiang breaks down the One Big Beautiful Bill Act, signed into law on July 4, 2025, and what it means for physicians. With over 800 pages of legislation, this sweeping law has far-reaching implications for taxes, healthcare funding, student loans, and energy incentives. Dr. Chiang highlights the key takeaways—both positive and negative—for physicians, medical students, practice owners, and anyone working in healthcare.What You'll Learn:How the bill permanently lowers marginal tax rates and benefits high-earning physiciansWhat the new 100% bonus depreciation rules mean for real estate investors and practice ownersHow the $50 billion Rural Health Fund could impact rural clinicians and hospitalsChanges to Medicare, Medicaid, and ACA coverage—and what they mean for your patient panels and uncompensated careWhy the reduction in the Medicaid provider tax will shrink state funding and affect reimbursementThe new caps on federal student loans and how they may worsen the physician shortageMajor changes to Public Service Loan Forgiveness (PSLF) and which repayment plans still qualifyA timeline of expiring clean energy credits for solar, EVs, and home efficiency upgradesKey Dates to Know:July 1, 2026: New cap on federal student loans beginsJuly 1, 2028: Deadline for existing borrowers to switch to RAP or IBR for PSLFSeptember 30, 2025: EV purchase credits expireDecember 31, 2025: Last day to claim credits for solar panels, energy-efficient windows, and heat pumpsJune 30, 2026: EV charger tax credit expires Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
Contact Dennis here: https://www.medicsmoney.co.uk/accountant/yellowtail-financial-planning/ In this episode of the Medics' Money Podcast, Dennis Hall from the Century Plan Podcast and Yellowtail Financial Planning joins the show to discuss financial planning for retirement beyond pensions. Dennis shares his journey from the Royal Marines to founding Yellowtail Financial Planning, emphasising the importance of developing a comprehensive financial plan. The discussion covers common financial mistakes, the necessity of having a clear retirement agenda, and how financial habits can significantly impact long-term financial independence. Dennis also talks about the psychological aspects of financial planning, and how understanding one's personal objectives can lead to better financial decisions. The episode aims to provide listeners, specifically medical professionals, with insights and actionable steps to secure a financially independent future. 00:00 Introduction to Retirement Planning 00:45 Meet Dennis Hall: Financial Expert 01:24 The Evolution of Financial Planning 02:26 Pensions and Retirement Strategies 06:04 Financial Mistakes and Missed Opportunities 09:17 The Importance of Personal Financial Goals 11:52 Frameworks for Retirement Planning 18:47 The Emotional Side of Financial Planning 24:16 Advice for Younger Professionals 26:58 The Importance of Active Financial Planning 27:35 The Cost of Inaction and High Fees 29:16 The Rush of Last-Minute Investments 29:42 Tailored Financial Advice for Medics 30:16 The Pitfalls of Uncoordinated Portfolios 30:55 The Simplicity of Effective Investing 31:20 The Influence of Online Financial Advice 31:39 The Dangers of Unregulated Investments 32:33 Procrastination in Financial Planning 35:11 Addressing Financial Blind Spots 37:53 Unexpected Life Events and Financial Planning 38:46 Over-Insuring in the Medical Profession 40:23 Engaging with Your Finances 44:01 The Value of Long-Term Planning 46:37 Final Thoughts and Contact Information
Financial educator Yanely Espinal shares her don'ts when it comes to money. Don't co-sign loans. Don't make hype-driven investments. Don't spend money you don't have. If you've been making these missteps, don't worry — Espinal has advice on how to create a path forward.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Financial educator Yanely Espinal shares her don'ts when it comes to money. Don't co-sign loans. Don't make hype-driven investments. Don't spend money you don't have. If you've been making these missteps, don't worry — Espinal has advice on how to create a path forward.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
The following article of the Finance & Fintech industry is: “Common Financial Mistakes in SMEs — and How to Avoid Them” by Manolo Atala, Co-Founder and CEO, Fairplay.
In this episode of Money Meets Medicine, the host Dr. Jimmy Turner discusses some of his worst financial mistakes and what he learned from each mistake so that others don't have to do the same. Specifically, he discusses mistakes with student loans, Jimmy's journey leaving the white coat investor network after becoming one of the four original partners, and more. If you are a physician looking for a financial advisor, check out Justin Harvey CFP by visiting https://apm-wealth.com/ Need disability insurance? Get a quote at https://moneymeetsmedicine.com/disability
In this episode of The Grow Your Wealthy Mindset, we explore the 7th happiness activity from The How of Happiness by Sonja Lyubomirsky: Learning to Forgive. Forgiveness isn't about condoning hurtful behavior or reconciling relationships—it's about freeing yourself from anger, resentment, and emotional weight. You'll learn what forgiveness truly means, why it's essential for your mental and emotional health, and practical strategies you can start using today to begin your own forgiveness journey.Whether you're holding onto past hurts or struggling to forgive yourself, this episode offers powerful insights and simple yet transformative exercises to help you move forward with peace and clarity. What You'll Learn in This Episode:What forgiveness is—and what it's notHow holding onto anger harms your well-beingThe science-backed benefits of forgivenessStep-by-step forgiveness exercises you can try todayWhy forgiving others helps you more than it helps themHow to develop empathy even in painful situations Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
Links & ResourcesFollow us on social media for updates: Instagram | YouTubeCheck out our recommended tool: Prop StreamThank you for tuning in! If you enjoyed this episode, please rate, follow, and review our podcast. Don't forget to share it with friends who might find it valuable. Stay connected for more insights in our next episode!
Did you know you could get a 22–37% discount on your childcare or dependent care expenses just by using pre-tax dollars? In today's episode, I dive into the often-overlooked but highly valuable Dependent Care Flexible Spending Account (FSA). While Health FSAs and HSAs get plenty of attention, Dependent Care FSAs can offer significant tax advantages—especially for dual-income families or single parents.I break down who qualifies, what kinds of care are eligible, how much you can contribute, and what special considerations apply if you're divorced, filing separately, or classified as a highly compensated employee.Whether you're a physician with young kids or caring for a dependent adult, understanding how to use this account effectively could save you thousands.In this episode, you'll learn:- How Dependent Care FSAs work and how they differ from Health FSAs- Who qualifies as a dependent for reimbursement- What expenses are eligible (and what's not)- Key contribution limits for 2025 and special rules for high-income earners- How divorce and custody arrangements affect eligibility- How to coordinate Dependent Care FSAs with the Child and Dependent Care Tax Credit- Common mistakes and nuances to watch out for Resources Mentioned:IRS Publication 503: https://www.irs.gov/publications/p503Episode 137: Flexible Spending and Healthcare Savings Accounts Disclaimer: I am not a CPA. Please consult your tax advisor for personalized guidance. Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
In this episode, we're diving into the three most common financial mistakes Australian business owners are making when it comes to building personal wealth and planning for retirement.If you're running a successful business but feel behind, unsure, or disconnected from your own financial future, this one's for you.These mistakes might be holding you back from growing wealth outside your business—and keeping you from the retirement freedom you deserve.It's time to put an end to:Not paying yourself a consistent salary or wage→ This limits your ability to access credit or invest outside the businessSkipping superannuation contributions→ Impacting your long-term wealth (and what to do instead)Blending personal and business finances→ The hidden costs and chaos this creates, and how to separate them strategicallyReady to secure your future financial freedom?Join me inside Retirement Ready—the strategic, step-by-step program designed for ambitious women who feel behind with retirement planning, and want to build wealth, freedom, and long-term financial security on their terms.Learn more + join us at → www.fundingthefuture.com.auHave questions or something you want to discuss? Send me a DM on Instagram https://www.instagram.com/_fundingthefuture_/Email: jessica@fundingthefuture.com.auHere's to your financial success and freedom, I'm cheering for you!
Want to see some of the artists/labels we've helped? Visit https://www.contrabrand.agencyFollow Jayo on IG:https://www.instagram.com/jayo/Timestamps:0:00 – How It All Started (First Viral Video) 0:40 – From Teacher to TikTok Star 1:26 – Rapid Growth and Inner Conflict 2:11 – First Successful Music-Comedy Hybrid 3:06 – Turning a Skit Into a Music Series 4:27 – Burnout and Mental Health Crash 5:19 – Ignoring Fan Engagement Early On 6:05 – Viral School Tour Moments 7:00 – Lost Brand Deals and TikTok Fear 8:13 – Reflections on Missed Growth Opportunities 9:01 – The Impact of a $100K Deal Falling Through 10:48 – Going Full-Time & Financial Mistakes 13:20 – Basketball + Music Series Takes Off 20:00 – Monetizing on Snapchat & YouTube Strategy30:00 – Live Singing Content and Mobile Mic Setup40:00 – Hooks, Watch Time & Series Strategy Explained45:00 – Emotional Hooks vs. Comedy Hooks48:00 – Returning to Authentic Music StorytellingThis channel is ran by the founders of No Labels Necessary, Sean "Brandman" Taylor and Jacorey "Kohrey" Barkley. No Labels Necessary is a music-first marketing agency that helps artists impact culture through digital content and marketing. Want to grow your music career . Join our community
Looking for a way to grow your income beyond your clinical job? In this episode, we're diving into debt funds—an often overlooked but powerful tool for generating cash flow. Whether you're curious about how they work, the risks involved, or how to get started, this episode breaks it all down in simple terms. If you've ever wondered how you can make your money work harder for you—without swinging for the fences—debt funds might be the steady engine your portfolio needs. In this episode, you'll learn:What debt funds are and how they generate incomeWhat kind of returns you can expect from debt fund investmentsTax considerations for debt fund incomeHow to evaluate a debt fund and what to look forCommon pitfalls to avoid when investing in these vehicles Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
Tripp Limehouse and Steve Sedahl discuss common financial mistakes that Baby Boomers make as they approach retirement. They emphasize the importance of understanding Social Security benefits, the underestimated costs of healthcare, and the need for effective risk management strategies. The discussion also highlights the significance of early retirement planning and the potential pitfalls in the first year of retirement. Tripp introduces the Green Line principle as a safe money strategy to help retirees navigate their financial journey successfully. The conversation highlights the significance of personalized financial strategies to ensure a successful retirement. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.
Kevin Brucher discusses common financial mistakes that baby boomers make, particularly regarding Social Security, healthcare costs, and retirement planning. He emphasizes the importance of understanding Social Security benefits, the timing of claims, and the need for adequate healthcare coverage in retirement. Additionally, he addresses the impact of national debt on retirement security and suggests investing in digital currencies and gold as a hedge against economic uncertainty. The conversation also highlights the significance of starting retirement contributions early and utilizing Health Savings Accounts for tax-free medical expenses. Call 800-975-6717. Visit Silver Leaf Financial to learn more.See omnystudio.com/listener for privacy information.
On this episode of The Capitalist Investor, Tony and Derek break down the 5 most common financial mistakes they see from DIY investors—and why avoiding professional guidance can cost you big time in the long run. From waiting too long to save, to misusing your 401(k), to failing to plan for taxes and estate issues, they walk through how each mistake impacts retirement.They also share real-world case studies, client stories, and practical strategies to help you avoid these traps. Whether you're just starting out or closing in on retirement, this episode will help you rethink your financial strategy with clarity and confidence.
When you're going through divorce, the emotional toll is heavy. And yet you're expected to make huge financial decisions that will impact your future. In this episode, I sit down with Laura Combs, CFP®, a nationally recognized financial advisor, to talk about how to stay smart and strategic when your world feels like it's unraveling. Laura and I explore the most common financial mistakes people make during divorce—not because they don't know better, but because they're overwhelmed, fearful, or desperate to just be done. We talk about how to build a strong support team, create a plan that protects your lifestyle, and keep your emotions from running your settlement. Whether you're knee-deep in negotiations or just starting to think about your next steps, this episode will help you move forward with clarity, confidence, and control. Connect with Laura: LinkedIn: https://www.linkedin.com/company/mercer-advisors/ Twitter/X: https://x.com/MercerAdvisors Website: https://www.merceradvisors.com/ Resources Mentioned in this episode: Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com Join the High Conflict Divorce Support Group: https://www.jbddivorcesupport.com/hcdsg
Ever looked back at a financial decision and thought: What was I thinking?In this episode, we count down the 9 most unhinged money mistakes made by real Kiwis – as told by you. From wedding blowouts to shady online “investment” courses, we unpack the jaw-dropping stories and share what you can learn from each.Whether you've made a money mistake before (who hasn't?) or just want to feel better about your own, this episode's for you.You'll learn:The wildest ways Kiwis have blown big moneyThe hidden psychology behind these financial failsThe No.1 thing to ask before you spend that inheritance Don't forget to create your free Opes+ account here.For more from Opes Partners:Sign up for the weekly Private Property newsletterInstagramTikTok
In this episode of The Grow Your Wealthy Mindset Podcast, we're diving into two primary strategies investors use to grow their wealth: investing for appreciation and investing for cashflow. Whether you're aiming to build long-term wealth or looking to create more immediate income from your investments, understanding the difference between these two approaches is essential to aligning your strategy with your financial goals.You'll learn:The difference between equity appreciation and investment cashflowHow payment structures can impact your total return and reinvestment opportunitiesWhy your financial phase (accumulation vs. decumulation) influences your preferred investment styleWhich types of assets typically favor appreciation (e.g., stocks, Class A real estate)Which investments are better known for cashflow (e.g., REITs, bonds, Class C real estate)The tax implications of appreciation vs. cashflow investingHow passive income vehicles like dividend stocks, CDs, and bonds can complement your investment strategyResources & Mentions:Episode 143: REITs: The Simplest Way to Invest in Real Estate – Released Feb 19, 2025Episode 34: Understanding Certificates of Deposit (CDs) – Released Jan 18, 2023Vanguard High Dividend Yield Index Fund – With a recent 30-day yield of 2.63%Dividend-Paying Stocks Mentioned:AGNC Investment (AGNC) – 17% yieldInternational Seaways Inc (INSW) – Up to 14% yieldAG Mortgage Investment Trust Inc (MITT) – Up to 12% yield Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
In this episode, Nathan Fort discusses the common financial mistakes people make and how to recover from them. He emphasizes the importance of proactive planning for retirement, including understanding social security benefits and the role of annuities in creating reliable income. The conversation highlights the need for a comprehensive financial strategy to avoid pitfalls and ensure a secure retirement. In this conversation, Nathan discusses various aspects of retirement planning, including personal stories from lifeguarding experiences, the importance of defining a successful retirement, understanding retirement plans, stress testing financial strategies, and making informed decisions about spending and investments. 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.
On this week's Money Matters, Scott and Pat kick things off with a provocative question: “Why work?” They unpack how retirement is shifting—from something we escape to something we choose. Then, they help a caller sort through a high-income life, business ventures, and costly financial products. You'll hear smart takes on 529 plans, when to fire your advisor, and how to build real wealth without falling for fee-heavy traps. Plus, simple advice on estate planning, powers of attorney, and making sense of annuities. Join Money Matters: Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
⚠️ How to Avoid Common Financial Mistakes After Divorce? | Los Angeles Divorce
This episode if a collaboration project with myself and Dr. Disha Spath where we talk about money and happiness. Tune in for a fun and insightful conversation. Dr. Disha Spath is a board-certified Internal Medicine Physician and the founder and CEO of The Frugal Physician, which has been recognized as a Plutus award nominee for excellence in financial media.In addition to leading her own initiative, Dr. Spath contributes as a personal finance columnist for Practice Link magazine and has served as a finance contributor to NBC Universal. She has also been a host on the White Coat Investor podcast. Her expertise has been featured in major media outlets such as CNBC, Business Insider, and Forbes. Dr. Spath is passionate about helping physicians manage their finances effectively, enabling them to define and pursue their ideal lives. You can learn more about Disha's podcast Finding Financial Freedom with The Frugal Physician at http://www.thefrugalphysician.com/podcast Website: www.thefrugalphysician.com Handles:Facebook Page: @thefrugalphysician Facebook Group: @The Frugal PhysiciansInstagram: @frugalphysicianX: @frugalphysician Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
⚠️ How to Avoid Common Financial Mistakes After Divorce? | Los Angeles Divorce
In this episode of The Grow Your Wealthy Mindset, we explore the 6th activity from The How of Happiness by Sonja Lyubomirsky, Developing Strategies for Coping. Whether you're facing burnout, personal loss, or the everyday emotional weight of your work, learning to cope effectively can be life-changing. This episode reviews different types of coping strategies, from problem-solving to emotional processing, and dive into practical tools like expressive writing, thought disputation, and finding meaning in painful experiences.What You'll Learn in This Episode:· The two primary types of coping: problem-focused and emotion-focused—and when each is most useful· How expressive writing can help you process trauma and distress· A three-step approach to finding personal growth and deeper meaning after loss· The ABCDE thought disputation technique to challenge negative beliefs and reduce anxiety· The thought model CTFAR by Brooke Castillo of The Life Coach School · The Work by Byron Katie· How working with a coach can help reframe your thoughts Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
Retirement is closer than you think—are you ready? Financial Advisor Abe Abich goes through five critical mistakes that could derail your retirement plans, including the dangers of not having a plan, underutilizing saving opportunities, and ignoring tax planning. He also highlights the importance of timing your job exit thoughtfully and preparing for unexpected healthcare costs that could drain your savings. Through real-life examples and practical strategies, Abe emphasizes the steps needed to create a comprehensive retirement plan as you approach the finish line of your working years. Don’t leave your future to chance—understand the key decisions that can set you up for a fulfilling life after work. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedIn See omnystudio.com/listener for privacy information.
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, John Harcar interviews Mark Willis, a certified financial planner, about his journey from a ministry degree to becoming a financial expert. They discuss various wealth strategies for real estate investors, the importance of financial planning for college funding and retirement, common mistakes made by investors, and the keys to success in the financial industry. Mark shares insights on how to avoid pitfalls in real estate investing and emphasizes the importance of understanding financial tools and strategies to achieve financial independence. 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 —--------------------
Are you tracking your spending—or just hoping it all works out? In this episode of The Grow Your Wealthy Mindset, I share how tracking your expenses can empower you to make intentional decisions, without the restrictions of a traditional "budget." I explain the difference between a spending plan and a budget, why I prefer the former, and exactly how my household tracks spending down to the category—from groceries and entertainment to travel and household maintenance.To kick off the 4th season of The Grow Your Wealthy Mindset Podcast, I'm embracing being open when talking about money. I also break down our real numbers from July 2023 to June 2024, so you can see how a personalized spending plan actually works in practice. I offer insights into tools, tracking systems, and the mindset shifts that can help you take control of your financial life.If you've ever felt overwhelmed by the idea of budgeting or confused about how much you should be spending, this episode will help demystify the process—and show you how tracking your spending can give you clarity, not constraint.What You'll Learn in This Episode: · The difference between a budget and a spending plan· Why awareness (not restriction) is the key to financial control· How we track expenses using spreadsheets—and why that works for us· A full breakdown of our actual household spending (including groceries, entertainment, utilities, travel, and more)· What it means to "pay yourself first" and how we invest 25%+ of our gross income· How to adjust your spending plan as life and priorities change· Tools and apps you can consider to help track your spending Consider checking out Episode 25: Tools to Help Track Your Net Worth and Spending (Nov 16, 2022) Connect With Me:If you're ready to get clarity around your money, feel confident managing your finances, and design a spending plan that supports your goals, I'm here to help. I work with physicians and high-income professionals 1:1 to build financial literacy, heal money shame, and create intentional wealth.
Common Financial Mistakes to Learn From. Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!
Last week, we explored the role of insurance in protecting your assets. This week, we're zooming in on a type of insurance that often flies under the radar: travel insurance. Whether you're climbing Mount Kilimanjaro, cruising to Antarctica, or simply flying cross-country, travel insurance can make or break your trip financially if something goes wrong. In this episode, I share:When travel insurance is actually worth buyingThe difference between credit card travel protection and comprehensive travel insuranceWhy I canceled my Chase Sapphire Preferred after a frustrating insurance claimHow to evaluate the real value of travel coverage, especially when traveling internationallyThe pros and cons of single-trip vs. annual travel insuranceWhich companies are most reputable and what to look for in a policy From missed connections to emergency evacuations, I'll help you decide when it makes sense to get coverage — and how to avoid wasting money on insurance that won't pay when you need it most. Key TakeawaysCredit card travel insurance can be helpful for minor issues, but often lacks the customer support or reimbursement success for larger claims.Comprehensive travel insurance offers coverage for emergencies, medical care, and trip cancellations — crucial for expensive or adventurous trips.Consider annual plans if you travel frequently.Always read the fine print and check what's truly covered before buying. Mentioned Travel Insurance CompaniesAllianz Travel Insurance World NomadsAIG Travel GuardIMGTravelex InsuranceAmerican Express Travel Insurance Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
When it comes to asset protection, your first line of defense is insurance against a potential financial disaster. You may purchase insurance to protect an asset, like homeowners' insurance protects your personal residence in the case of significant damage. As you build your wealth, you may drop some types of insurance since you can self-fund if a situation occurs where you would actually use that insurance. Once you have an emergency fund that covers 3-6 months of living expenses, then you can self-fund any short-term disability. Some insurances are only necessarily depending on your personal situation. Life insurance is really to protect your loved ones since when you buy life insurance for yourself, you aren't on this earth the benefit from the payout of life insurance. This episode reviews the different types of insurance products and breaks down who would benefit from each insurance product. Disclaimer: I am not an insurance broker, this is not personalized professional advice. Please subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
This month is going over probably my favorite happiness activity that comes out of The How of Happiness by Dr. Sonja Lyubomirsky and that's nurturing social relationships. I personally am an extravert and love being connected with people. However, I have found this harder to do as I've gotten older. We all get busy with our lives and time can seem to fly by. I'll notice it has been months since I chatted with a friend. Prepping this episode has prompted me to reach out to several people, as I mention in the episode. I hope it also prompts you to reach out to a friend or loved one you haven't connected with in a while. It's likely to boost your, and their, happiness. In this episode, we dive into:Why connection is a biological and emotional necessityHow small expressions of gratitude can transform your marriage or partnershipThe surprising truth about happy couples and the 5:1 ratioHow to shift your mindset when a loved one disappoints youThe Four Horsemen of unhappy relationships—and how to avoid themWays to celebrate good news with others and deepen connectionIf you're looking to feel more supported, loved, and joyful in your everyday life, this episode offers practical strategies backed by research—and delivered with compassion.Books Mentioned:The How of Happiness by Sonja LyubomirskyThe Seven Principles for Making Marriage Work by Dr. John GottmanPlease subscribe and leave a review on your favorite Podcasting platform. Get 12 Financial Mistakes that Keep Physicians from Building Wealth at https://www.growyourwealthymindset.com/12financialmistakes If you want to start your path to financial freedom, start with the Financial Freedom Workbook. Download your free copy today at https://www.GrowYourWealthyMindset.com/fiworkbook Dr. Elisa Chiang is a physician and money coach who helps other doctors reach their financial goals by mastering their money mindset through personalized 1:1 coaching . You can learn more about Elisa at her website or follow her on social media. Website: https://ww.GrowYourWealthyMindset.com Instagram https://www.instagram.com/GrowYourWealthyMindset Facebook https://www.facebook.com/ElisaChiang https://www.facebook.com/GrowYourWealthyMindset YouTube: https://www.youtube.com/c/WealthyMindsetMD Linked In: www.linkedin.com/in/ElisaChiang Disclaimer: The content provided in the Grow Your Wealthy Mind...
Everyone makes mistakes, even with their finances. In this episode, I share 6 common financial mistakes to avoid.
In this crucial episode, we sit down with the insightful Amanda Webster to uncover the top 5 financial mistakes real estate investors make. From inefficient accounting setups to risky legal structures, learn how to avoid these common pitfalls that can cripple your investments. Get insights from an expert at Acrruity, an accounting firm built by and for real estate investors. Discover why accurate financial statements and properly recorded transactions are crucial for understanding your cash flow and avoiding tax nightmares. Amanda also stresses the importance of smart legal entity structuring (think beyond basic LLCs!) and implementing key performance indicators to scale effectively. Don't let financial missteps derail your real estate dreams. Tune in for actionable advice on setting a solid financial foundation for your investment journey. Learn to treat each property like its own business and gain valuable tips on asset protection and efficient bookkeeping. Avoid costly errors and build lasting wealth! #RealEstateFinancialMistakes #InvestorAccountingTips #AvoidREIFinancialErrors #SmartRealEstateFinance #AccountingForRealEstate #LegalStructureForREI #REIAssetProtection #FinancialLiteracyForInvestors #RealEstatePodcastTips #InvestorGrowthHacks #AvoidInvestmentPitfalls #ScaleRealEstateSmart #AccurateRealEstateFinance #ProperLegalStructuring #REIInvestmentStrategy #FinancialPlanningForREI #RealEstateAccounting101 #LLCvsLandTrustREI #AvoidTaxIssuesREI #TrackYourREIKPIs #RealEstateCashFlowManagement #SmartInvestorDecisions #REIFinancialPlanning #LegalProtectionForREI #InvestmentAccounting #REIStrategyAndFinance #FinancialIntelligenceREI #StructuringYourREIBusiness #ProtectYourREIAssets #UnderstandREIFinance #BookkeepingForRealEstate #REIInvestmentGrowth #FinancialAwarenessREI #LegalGuidanceForInvestors #REIProfitabilityTips #SmartMoneyMovesREI #AccountingBestPracticesREI #REILegalEssentials #InvestmentFinanceStrategies #REIFinancialSuccess
In the episode 242 of IDEAS+LEADERS podcast we're diving into the world of entrepreneurship with Rohit Maini, Managing Director of the award-winning Apex Accountancy — named London's "Most Trusted Accountancy Practice" of 2023.In this inspiring conversation, Rohit shares his journey into entrepreneurship, insights into the evolving business landscape, and practical advice for small business owners navigating financial challenges and decision-making. From the keys to scaling a business successfully to balancing innovation with sustainability, Rohit offers real-world strategies for entrepreneurs ready to take their ventures to the next level.We explore:How small businesses can adapt to today's rapid changesThe biggest financial mistakes entrepreneurs make — and how to avoid themWhy leadership and strategic planning are critical for growthActionable steps you can take right now to move closer to your business goalsWhether you're an aspiring entrepreneur, a small business owner, or simply passionate about leadership, this episode is packed with valuable takeaways you won't want to miss!
Today we are talking with a doc who is celebrating getting back on track after some financial mistakes. He made the same mistake so many of us have and ended up with a bad financial advisor. His advisor sold him a disability policy that was overpriced and not a good product. Once he had his financial awakening he realized he could do this on his own. He fired his advisor and dropped the crappy policy. He took on his student loans in a new way and got rid of those too. He talked about the process of forgiving himself for his mistakes and celebrated the things he did do well. We love this story that shows us that making mistakes is part of the deal and you can always take control of your financial life and get back on track. After the interview we will be talking about career longevity for Finance 101. With Weatherby Healthcare, you choose your own healthcare career path. Our locums experts then support you every step of the way, helping you find the right opportunities at the right times. We understand your professional and personal goals, and are experts at helping you achieve them. Let's keep your career interesting with new locations and settings, and diverse patients and cases. And, just as importantly, let's make sure you get more free time for your hobbies… or to just relax. We'll help you find that balance. With more jobs in more locations, Weatherby gets you where you want to go. https://whitecoatinvestor.com/weatherby The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Be a Guest on The Milestones to Millionaire Podcast: https://www.whitecoatinvestor.com/milestones Main Website: https://www.whitecoatinvestor.com Student Loan Advice: https://studentloanadvice.com YouTube: https://www.whitecoatinvestor.com/youtube Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter
We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, host Dr. Allen Lomax speaks with financial expert Drew Boyer about the intersection of personal finance and music, particularly hip hop. Drew shares his journey from a young intern during the tech bubble burst to becoming a certified financial planner. The conversation covers common financial mistakes, the burden of student loans, and the importance of finding genuine financial advisors. Drew emphasizes the need for financial literacy, planning, and the importance of investing in oneself. He also discusses his book, 'HipHopxFinance,' which aims to make personal finance accessible and engaging through the lens of music.Main Points:Drew's journey into finance began during a challenging market.The influence of hip hop culture on financial ambition is significant.Common financial mistakes include excessive student loan debt and credit card misuse.Planning ahead is crucial to avoid debt traps.Financial literacy is essential for navigating modern financial challenges.Finding a genuine financial advisor is key to successful planning.Debt remediation can be achieved through negotiation and planning.Investing in knowledge is the best investment one can make.Personal finance should be engaging and relatable.Combining passions can lead to fulfilling career paths.Connect With Drew Boyer:drew@boyerfinancialgroup.comhttps://hiphopxfinance.com/https://www.facebook.com/hiphopxfinancehttps://www.instagram.com/hiphopxfinance/https://www.instagram.com/drewboyer78/
Business In His Image - Learn Business From The Bible | Christian Entrepreneurship Podcast
Send me a text! (I might answer you in an episode)Join my husband, John, and I as we spill our TOP FIVE biggest money mistakes!We're laying it all bare. We'll share how we overcame these challenges, the biblical wisdom that guided us, and practical tips to help YOU avoid the same pitfalls.Learn how to budget effectively, prioritize your financial goals, and make smart decisions – even when it means sacrificing short-term comfort. Don't miss this episode – it might just save you from future heartache with your money and relationships.
On this week's Money Matters, Scott and Pat discuss how strategic investing, guided by historical lessons, can help you master your financial decisions. Then, they take calls from listeners seeking advice on optimizing savings and investment plans. Scott and Pat share their expertise on managing large sums of money, such as deciding between annuitizing or taking a lump sum from pension plans. Plus, they discuss the potential pitfalls of certain financial products, like fixed index annuities, while highlighting strategies like direct indexing for more tax-efficient investing. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here. You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.
Jordan Sutlick is the founder of Flogoal, a fintech platform router. She helps individuals break free from financial stagnation, understand strategy, and experience the fulfillment of achieving goals faster with confidence and clarity. Top 3 Value Bombs 1. Mistakes are part of the learning curve but you have to understand which mistakes are avoidable and which one are providing the most valuable lesson. 2. Avoiding those mistakes comes down to having the right systems in place and by prioritizing financial planning in the early stage of start ups. 3. Automation your bestfriend. Its all about working smarter and not harder. Check out their website and join the wait list to get your resources - Flogoal Sponsors HubSpot Stop spreading yourself thin, and start making major moves with HubSpot. Visit Hubspot.com/marketers to learn more ThriveTime Show Attend the world's highest rated business growth workshop taught personally by Clay Clark and NOW featuring Rich Dad Poor Dad Author Robert Kiyosaki and Eric Trump at ThrivetimeShow.com/eofire
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