Podcasts about financial moves

Turning 40 is not a financial deadline, but it can be a meaningful checkpoint. In this episode of Clear Money Talk, Tim Clairmont and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, discuss several financial moves worth considering before age 40, including building cash reserves, managing high-interest debt, saving with more intention, protecting income, reviewing workplace benefits, and making sure basic estate planning documents are in place. They also talk about how early financial decisions can affect flexibility later in life. From retirement savings to insurance coverage and goal-setting, the conversation focuses on practical ways to bring more structure and clarity to your financial plan. Whether you are approaching 40, already past it, or thinking through these decisions for your family, this episode offers a helpful reminder that small choices made today can play an important role over time. Download the companion checklist for this episode to review the financial moves worth considering before age 40: https://clearfp.com/financial-moves-to-consider-before-40-checklist/

Turning 40 is not a financial deadline, but it can be a meaningful checkpoint. In this episode of Clear Money Talk, Tim Clairmont and Tyler Andrews, CFP®, NSSA®, Wealth Advisor, discuss several financial moves worth considering before age 40, including building cash reserves, managing high-interest debt, saving with more intention, protecting income, reviewing workplace benefits, and making sure basic estate planning documents are in place. They also talk about how early financial decisions can affect flexibility later in life. From retirement savings to insurance coverage and goal-setting, the conversation focuses on practical ways to bring more structure and clarity to your financial plan. Whether you are approaching 40, already past it, or thinking through these decisions for your family, this episode offers a helpful reminder that small choices made today can play an important role over time. Download the companion checklist for this episode to review the financial moves worth considering before age 40: https://clearfp.com/financial-moves-to-consider-before-40-checklist/

In this episode of Dollars & Sense, Kristin Kalley and Christina Lamb tackle two important financial topics that can have a big impact on your family's future. First, they break down which accounts parents should prioritize when they have a baby, including 529 plans, custodial accounts, and newer savings opportunities that could help build long-term, tax-advantaged wealth for children. Then, they shift gears and unpack some of the most commonly misunderstood federal income tax rules—covering tax brackets, write-offs, refunds, Roth conversions, capital gains, and more.If you've ever wondered how to start saving for your child, or if you've heard tax advice that sounded a little too simple to be true, this episode will help you think more strategically and avoid costly mistakes.

Bay area high school history teacher and financial educator, Matt Raleigh, is back to talk about an upcoming fin lit for teachers webinar that his union is sponsoring. San Ramon Valley Unified 403(b)/457(b) Vendor List University of the Pacific class Matt's Book for California Teachers Article: Spend Half Save Half Matt's first pod appearance Matt's second pod appearance 457bwiser.org Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management 403bwise & 457bwiser Facebook Group

In this episode, we explore the uncanny valley of financial moves within the AI landscape. Analyze how OpenAI and Anthropic's deals could reflect future trends.Chapters00:00 Introduction to AI Deals01:59 Greg Brockman's AI Insights04:19 Launch of Humane's AI System07:20 Morgan Stanley's Spending Forecast12:41 OpenAI and Anthropic's Strategies16:38 Conclusion and Future Predictions Show LinksGet the top 80+ AI Models for $8.99 at AI Box: ⁠⁠https://aibox.aiHow I Grow and Scale My Business with AI: https://www.skool.com/aihustleShow Articles Read more on AI Chat Daily: Brockman Says AI Wrote 80% of OpenAI Code by Month's End, Up from 20%Saudi-Backed Humane Launches Enterprise AI Operating System on AWSMorgan Stanley Lifts 2026 Hyperscaler Capex Forecast to $805 BillionOpenAI and Anthropic Pay Private Equity to Reach the Mid-Market Before IPO See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This episode covers the financial and emotional impact of divorce, recent market updates, and strategies for financial recovery post-divorce. Host Jon Sanchez shares vital statistics, practical advice, and the importance of planning for this life-changing event.Chapters00:00 Market Overview and Current Events00:47 The Reality of Divorce Statistics11:03 Understanding Divorce and Its Financial Impact18:19 Challenges Faced by Divorcees27:01 Financial Moves for DivorceesResources & LinksSanchez Gaunt Wealth ManagementConnect with Jon SanchezLinkedInFacebookInstagramYouTube• • Blog

You've done the hard part. The debt is gone, the systems are running, the savings are building, and your financial life is finally stable. But once the question of “Am I okay?” quiets down, a new one tends to show up in its place: What do I actually want my life to look like now? In the final episode of the After the Hustle series, Shari walks you through how to move from simply managing money to intentionally aiming it. Because optimizing your finances without a direction just creates sophisticated anxiety. The real power of financial stability is the options it creates. Download the Now What? Money Reset - If you're finally good with money but still wondering what comes next, this guide is for you. You'll learn how to identify the next chapter you're building toward, translate that direction into real financial strategy, and match your money to the timeline that makes your goals possible. Shari breaks down five common next-chapter paths women often find themselves drawn to—career flexibility, lifestyle expansion, work-optional timelines, security and peace, and building capacity for something new—and explains the financial moves that support each one. You'll also walk through a simple three-sentence exercise designed to help you shift your money from automatic habits into intentional direction so your next dollars actually support the life you're building. This episode closes the After the Hustle series by helping you move from surviving money, to stabilizing it, to directing it toward the future you want. You'll hear: How to identify the next chapter you want your money to support The five most common directions women take in the post-chaos money phase The financial strategies that match each path How to align your money with short-, medium-, and long-term timelines A simple exercise to intentionally redirect your next dollars You'll walk away with: Clarity on the direction you want your money to support next A framework for turning life goals into financial strategy A practical first move you can make to start funding your next chapter If you're ready for personalized, judgment-free financial guidance, learn more about working with Shari. Shari Rash is the founder of GWA Wealth, a virtual advisory firm helping women make confident, values-aligned decisions with their money. Visit GWA Wealth to explore your next step. Talkin' Points → where your money gets smarter. Real talk, practical tips, zero guilt straight to your inbox. Sign up here.  Be sure to like and follow the show on your favorite podcast app! Keep the conversation going on Instagram @everyonestalkinmoney Shari Rash is a financial planner and Investment Adviser Representative of GWA Wealth, a Registered Investment Adviser. The information provided in this podcast is for educational and informational purposes only and should not be construed as personalized investment, tax, or legal advice. Listening to this podcast does not create an advisory relationship with Shari Rash or GWA Wealth. All investments involve risk, including the potential loss of principal. Any references to specific investments, strategies, or securities are for illustrative purposes only and are not recommendations. You should consult your own financial advisor, tax professional, or attorney regarding your individual situation before making any financial decisions. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this candid solo episode, Jesse walks through a series of financial decisions that look "wrong" on paper but make complete sense when viewed through the lens of real life, values, and tradeoffs. Using personal examples, he challenges the idea that optimal spreadsheets should always dictate behavior, arguing instead that financial planning exists to support a life well lived—not to win theoretical efficiency contests. Jesse explains why holding excess cash even when expected returns favor investing, and prioritizing flexibility and simplicity over marginal tax optimization. Throughout the episode, he dismantles the myth that good planning means eliminating all inefficiency, emphasizing that peace of mind, optionality, and behavioral alignment often outweigh incremental gains. By reframing "dumb" financial moves as intentional choices made with eyes wide open, Jesse encourages listeners to separate true financial mistakes from decisions that are simply mismatched to someone else's values or risk tolerance—and to give themselves permission to choose what actually works for their lives. Key Takeaways: • Not all financially "inefficient" decisions are mistakes. Optimization often ignores behavioral and emotional realities. • Taking care of a low interest loan can offer peace of mind—despit better returns often being found in investments. • Leasing a car or renting a home may be the right move—depending on the situation. • Using an HSA early may seem like a bad idea, but it could help reduce stress elsewhere in our financial lives. • Being a "lazy investor" is often better than being a complicated investor. • Spreadsheets cannot fully capture human behavior. A "good" decision can look bad to outsiders and still be right. Key Timestamps: (00:46) – Sandbox Investing Accounts (04:48) – Paying Off Low-Interest Loans (09:37) – Leasing a Car: Pros and Cons (13:05) – Emergency Funds and Cash Allocation (19:56) – Balancing Emotions and Math in Social Security Decisions (22:17) – Owning Company Stock: Risks and Rewards (23:33) – Taxable Brokerage Accounts vs. Qualified Retirement Accounts (27:55) – Using HSA Accounts for Medical Expenses (29:51) – Renting vs. Buying: A Balanced Perspective (34:52) – The Concept of Lazy Investing (39:59) – Continuous Learning in Personal Finance Key Topics Discussed:The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ Personal Finance for Long-Term Investors is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

Drew shares about his recent cancer diagnosis, and explains what financial moves you need to make when you hear those dreaded words, "you have cancer."See the show notes here!Subscribe to "Life in the Markets" PodcastBuy our new book: The Good StewardWealth Management from a Biblical WorldviewStewardship Seminars from a Biblical WorldviewLearn more at: StewardologyPodcast.comSchedule a Personal Stewardship Review at: StewardologyPodcast.com/ReviewGet in touch with us at: Contact@StewardologyPodcast.comor call us at: (800) 688-5800Send us episode ideas! StewardologyPodcast.com/ideaSubscribe to get episodes delivered to your inbox every week.Follow along: Facebook, InstagramA ministry of Life Financial Group & Life Institute.Securities and Advisory Services offered through GENEOS WEALTH MANAGEMENT, INC. Member FINRA and SIPC

If you are already behind on your taxes in January, there are four tax tasks you cannot skip.In this episode, we break down the four financial tasks every business owner needs to complete in January to start 2026 clean and organized. Mike explains why unfinished bookkeeping leads to missed deductions and unnecessary stress, how to properly review your financials, and why most tax issues begin long before filing season.We also cover the importance of creating a simple financial summary document, meeting the January 31 1099 deadline, and building a proactive tax plan early in the year instead of scrambling in December.If you want 2026 to be more profitable and less stressful, this episode shows you exactly where to start.

In this episode of The Smart Property Investment Show, host Phil Tarrant is joined by Finni Mortgages principal Eva Loisance, along with brokers Costa Arvanitopoulos and Rebecca Carlson, to unpack standout property deals from 2025 and the strategies behind them. The discussion highlights how transparency, strategic planning, and creative financing can transform client outcomes, from first home buyers using the 5 per cent deposit scheme to investors leveraging self-managed super funds (SMSFs) to expand their portfolios. Loisance emphasises the importance of trust, warning against "financial infidelity" where undisclosed debts or hidden expenses can derail applications. Carlson shares examples of clients achieving ambitious property goals, while Arvanitopoulos illustrates how innovative solutions, such as debt consolidation and lenders mortgage insurance (LMI) waivers, can improve cash flow and unlock additional investment opportunities. The brokers stress the value of aligning with a knowledgeable professional who can navigate complex lending landscapes and maintain pre-approvals, particularly during high-opportunity periods like the holidays. The team demonstrates how brokers do more than facilitate loans; they provide strategic guidance, uncover opportunities, and help investors achieve meaningful, long-term success in the property market. If you like this episode, show your support by rating us or leaving a review on Apple Podcasts and by following Smart Property Investment on social media: Facebook, X (formerly Twitter) and LinkedIn. If you would like to get in touch with our team, email editor@smartpropertyinvestment.com.au for more insights, or hear your voice on the show by recording a question below.

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I discuss my financial moves for 2026 It's all about dividend growth investing! Be ready to invest in 2026: https://www.dividendstocksrock.com/2026 2026 investment themes Investing strategies Protect your portfolio Favorite stocks for 2026! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I discuss my worst financial moves of 2025 It's all about dividend growth investing! Be ready to invest in 2026: https://www.dividendstocksrock.com/2026 2026 investment themes Investing strategies Protect your portfolio Favorite stocks for 2026! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap

In this episode of Think Smart with TMFG, Mike Connon and John Iaconetti, Financial Advisors at The McClelland Financial Group of Assante Capital Management, discuss when it makes sense for Canadian business owners to incorporate and what factors should drive that decision. They explain why there is no single income level that automatically signals incorporation, and why future growth, cash flow needs, and long-term goals matter more than a fixed dollar threshold. They walk through 5 key considerations for growing businesses, including tax-efficient compensation strategies using salary versus dividends, managing risk through proper corporate structuring, and protecting the business with insurance. The discussion also covers investing excess cash inside a corporation, how Capital Dividend Accounts work, and how passive income can impact the small business deduction. Finally, they emphasize the importance of maintaining accurate records, maximizing legitimate deductions, and planning for long-term corporate wealth and eventual exit strategies. Whether transitioning a business to family, selling it, or winding it down, they emphasize that early planning and professional advice are essential to building value and avoiding costly mistakes. If you would like guidance on corporate planning or are considering incorporation for your situation, please schedule a meeting here: Schedule your meeting here. Follow us on our social channels: LinkedIn: The McClelland Financial Group Facebook: https://www.facebook.com/tmfg.ca Instagram: https://www.instagram.com/themcclellandfinancialgroup_/

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I discuss my best financial moves of 2025 It's all about dividend growth investing! Be ready to invest in 2026: https://www.dividendstocksrock.com/2026 2026 investment themes Investing strategies Protect your portfolio Favorite stocks for 2026! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap

Tim Ulbrich, PharmD covers 10 practical year-end financial moves to reduce tax burden, build clarity, and start 2026 with confidence—plus a bonus step most people overlook. Episode Summary As 2025 winds down, it's tempting to push financial decisions into January. But some of the most impactful moves you can make happen before the calendar turns. In this episode, YFP Co-Founder & CEO Tim Ulbrich, PharmD walks through 10 practical, foundational financial moves to make before 2026 to help you reduce tax burden, invest with intention, organize your financial life, and enter the new year with clarity and momentum.  The episode wraps with a bonus step that isn't on most year-end checklists but may be one of the most leveraged decisions you can make heading into 2026: evaluating whether it's time to hire a financial planner or reassess your current advisory relationship. This is your financial "closing shift" for 2025—simple, intentional moves that quietly build confidence and long-term wealth. What you'll learn in this episode: How to perform a year-end financial inventory and why tracking net worth is one of the most powerful planning habits. Which tax-advantaged accounts need attention before December 31 and how to prioritize last-minute contributions. The importance of rebalancing your investment portfolio and prepare for paycheck changes heading into a new year. Why organizing estate documents, beneficiaries, and a "legacy folder" creates clarity and peace of mind. How to set meaningful financial goals for 2026 and evaluate whether it's time to hire (or reassess) a financial planner. Mentioned on the Show YFP Legacy Folder Checklist

As the year winds down, most of us feel the crunch of holiday travel, family gatherings, and a calendar that fills up faster than we expect. But this season also offers something incredibly valuable: a natural pause. A moment to look back, look ahead, and make sure our financial lives still reflect the things—and the people—we care about most.To help us think through this year-end reset, we sat down with Cole Pearson, President of Investment Solutions at OneAscent, a family of companies committed to helping believers invest in alignment with biblical values. Cole shares practical, hope-filled steps to set your finances on a firm footing as you head into a new year.Start With What Matters Most: Your ValuesBefore crunching numbers or updating accounts, Cole suggests beginning with the why behind your financial decisions.“As the year winds down,” he says, “it's the perfect time to pause and make sure our financial life still reflects our actual life—our goals and values.”This is the heart of wise stewardship. Money isn't the goal; it's a tool. And when our tools aren't aligned with what matters most, our decisions can drift.Cole encourages families to sit down—whether with a spouse, children, or even a financial advisor—and ask a simple but powerful question:“What is most important for us to reflect through our financial life?”These conversations reconnect us with the things God has entrusted to us: people, opportunities, relationships, and resources. When your values are clear, your financial decisions begin to tell a consistent story.The Three Lenses for a Year-End CheckupTo help families gain clarity, OneAscent uses three helpful “lenses” that offer a holistic view of stewardship. Each one enables you to assess where you are and where God may be inviting you to grow.1. Perspectives: How You Think and Feel About MoneyEvery financial decision begins with a mindset. Do you naturally want to give? Save? Spend? Invest?None of these instincts is wrong—money is simply a tool. But understanding how God has wired you helps you use that tool intentionally rather than reactively.2. Priorities: What Matters Most to Your FamilyOnce your perspectives are clear, it's time to identify your priorities.Is this season about legacy?Providing stability for your family?Creating margin for relationships?Leaning more fully into generosity?“When you know your top priorities,” Cole says, “you can give every dollar a job. It brings focus and direction to your plan.”3. Milestones: What's Changing in Your Life?The end of the year is a great time to reflect on transitions:A new jobA retirementA new child or grandchildA loss in the familyA health changeLife transitions always put money in motion. Recognizing them early allows you to adjust your financial plan before drifting off course.Together, perspectives, priorities, and milestones provide a complete picture of your financial health—and help ensure your plans align with your values.Preparing for the Year Ahead Through Intentional GenerosityFor many families, generosity naturally comes up during year-end reflections. The holidays remind us that giving is both worship and witness—an expression of God's grace through us.Cole encourages families to approach generosity as intentionally as investing.“Whether you're investing or giving,” he says, “we think of both as investing God's resources. We want all of it moving in the same direction—reflecting the same values.”Talking about generosity as a family:Fosters unityClarifies your shared purposeCreates a legacy of open-handed livingThis is a season when many families give. But it's also the perfect time to ask: “How can our giving reflect what we believe most deeply?”Considering Faith-Based Investing in 2026Some listeners may be feeling a nudge toward Faith-Based Investing in the coming year. If so, Cole suggests an easy first step: screen your current portfolio.“Start by asking what you're invested in that may not align with your faith,” he says. Screening helps identify areas where your dollars are unintentionally supporting companies or causes that conflict with biblical values.From there, you can begin redirecting your investments toward companies that create blessing, contribute to human flourishing, and reflect God's heart.This simple exercise can lead to a powerful sense of alignment between your faith and your finances.Explore Values-Aligned Investing With OneAscentOneAscent exists to help believers invest with clarity and conviction—directing capital toward companies that make a positive impact and reflect biblical values. To learn more or begin screening your own portfolio, visit: OneAscent.com/FaithFi.It's a great next step as you prepare to start a new year with purpose, unity, and renewed stewardship.On Today's Program, Rob Answers Listener Questions:I've been offered a small settlement after several years of litigation. My attorney recommends taking it rather than dragging things out, but I'm unsure whether to accept or keep fighting. What's your advice?I started collecting Social Security at 65, but I keep getting emails saying Donald Trump will end Social Security and raise the retirement age to 70. Even Social Security couldn't confirm anything. I'm worried—what should I do if those benefits disappear?I'm almost 62 and considering taking Social Security early at $1,800 instead of waiting until 67 for $2,400. I've heard the break-even point means waiting may not pay off. If I keep working and invest the benefits, how does that affect things? Should I take it now or hold off?Resources Mentioned:Faithful Steward: FaithFi's Quarterly Magazine (Become a FaithFi Partner)OneAscentWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The end of the year is coming fast. While it’s full of festivities, it’s also the perfect time to get financially organized. From reviewing your goals to maximizing retirement contributions and planning your giving, there’s still time to finish the year well. On the next Faith & Finance Live, Rob West and Cole Pearson share some practical steps to prepare financially. Then, it’s your calls. That’s Faith and Finance live . . . biblical wisdom for your financial decisions. That’s weekdays at 4pm Eastern/3pm Central on Moody Radio. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

PODCAST recorded 11/26/25 Investment Advisor, JB Bryan talks .... 2025: Top 10 Financial Moves Made This YEAR.  JB Bryan will share atleast 10 GREAT moves that investors like YOU have made this year. Thank YOU for supporting AfroEconomics with JB Bryan. You are appreciated. Join the LIVE discussion.  AfroEconomics LIVE! #JBBRYAN  Wednesday at Noon. To request a complimentary consultation call 1-844-JBBRYAN. Powered by JB Bryan Financial Group, Inc., A Registered Investment Advisory Firm - The Home of AfroEconomics. Established 1995. www.AfroEconomics.com  www.JBBRYAN.com Email: jb@jbbryan.com

This week on “Henssler Money Talks,” we're digging into what Thanksgiving really costs in 2025. Walmart is rolling out a dinner basket that feeds 10 for under $4 per person—though it's a bit leaner than last year and noticeably missing those beloved King's Hawaiian rolls. Target's four-person meal rings in under $20, even as grocery prices climb 2.7%. We break down what all of this says about inflation, consumer behavior, and the state of the American wallet heading into the holidays.Then we turn to the markets. November has been a tougher month for stocks, and as third-quarter earnings season winds down, big names like Nvidia are still set to drive headlines. Can its results turn the week around? With the government shutdown now off the table, investors are also gearing up for a fresh round of economic data—including minutes from the Federal Reserve's October meeting that may offer clues about the path of interest rates. We unpack what investors should watch and what it all means for your portfolio.After the break, we dive into a headline-grabbing idea: 50-year mortgages. The Federal Housing Finance Agency is floating the concept, but would stretching a home loan over five decades make homebuying more accessible—or simply saddle borrowers with far more interest over time? We lay out the potential benefits, the pitfalls, and what this could mean for future homeowners.And in our year-end planning segment, we turn to single-member LLCs and gig-economy workers. If you work for yourself, now is the time to take stock of your 2025 tax picture. We'll walk through what counts as income, which expenses qualify as deductions, and how to maximize retirement contributions before the year wraps up.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — November 22, 2025  |  Season 39, Episode 47Timestamps and Chapters5:39: Gravy, Gobble, and Grocery Bills13:47: Earnings, Rates & Market Trends26:37: 50-Year Home Stretch41:31: Solo but Smart: Year-end Financial Moves for Your LLCFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

SEND US A TEXT MESSAGE!!! Let Drs. Nii & Renee know what you think about the show!Send us a Voice Message - https://www.speakpipe.com/docsoutsidetheboxHave a question for the podcast?Text us at 833-230-2860In this episode, we pull back the curtain on the five financial moves that created real change in our lives....no fluff, no hype, just the systems and decisions that actually stuck. We discussed the importance of going all in on a few moves instead of ten half‑started projects.FREE DOWNLOAD -  7 Considerations Before Starting Locum Tenens - https://darkos.lpages.co/7-considerations-before-locumsLINKS MENTIONED SIGN UP FOR OUR NEWSLETTER! https://darkos.lpages.co/newsletter-signup/ WATCH THIS EPISODE ON YOUTUBE!Instagram: @docsoutsidetheboxEmail: team@drniidarko.comTwitter: @drniidarkoMerch: https://docs-outside-the-box.creator-spring.comThis episode is sponsored by Locumstory. Learn how locum tenens helps doctors make more and have the lifestyle they deserve!. Check them out HERE! Locumstory. Learn how locum tenens helps doctors make more and have the lifestyle they deserve!. Check them out HERE!

We're taking some time to highlight our best Gymsplain Episodes. On this episode Kylie and Gina are here to talk about financial moves to make before the end of the year. With just a few months left in 2024, there's still plenty of time to get organized, tackle money tasks, and set yourself up for success in the coming year. From planning for irregular expenses to reassessing debt, credit cards, and retirement contributions, they cover strategies to end the year financially strong.   For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com.    

Earning extra income is great—but what you do with it matters more. In this episode, Miguel Gonzalez, CRC, shares smart ways to use side hustle income to build stability, grow savings, and reach your goals faster.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients. #Cortburg #sidehustle #extramoney #financialplanning #debtfreejourney #retirementplanning #emergencyfund #smartmoney #budgetingtips #investing #compoundgrowth #401k #IRA #shorttermgoals #savemoney #moneystrategy #financialfreedom #taxplanning #CortburgSpeaksRetirement #MiguelXGonzalez Welcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

From burn-rate management to fundraising timing, Ceremonia founder Babba Rivera and Atropos Health co-founder Brigham Hyde unpack today's high-stakes financial decisions and what separates the resilient from the risky.

Over the next 3 weeks we're taking a break from our regular podcast schedule to reflect on the Equity Mates journey over the past 8 years. From learning to invest, building the Equity Mates business to how we manage our money today - we're revealing it all in this Real Talk series.In this episode we're unpacking how you can take control of your money at any age. From your 20's to your 60's, there's plenty you can do.If you feel you're too early and don't have enough to get started - think again. If you think you're too old and missed your opportunity - think again. If you just don't think investing is for you - think again. In this episode we unpack it all. —------Thanks to GYG for helping us to keep it real and sponsoring this Real Talk series.Head to Guzman y Gomez to find out more or download the GYG App. Support from partners like GYG helps us keep all of our content free.—------Want to get involved in the podcast? Record a voice note or send us a message Or come and join the conversation in the Equity Mates Facebook Discussion Group.—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter.—------Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusResearch reports from Good ResearchTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The show opens with a brief mention of the Idaho shooter story from over the weekend and my worries of how this could be emulated by known enemies of our nation that were allowed entry during the Biden regime. Then we spend a good amount of time discussing how the Democrat party no longer shies away from being openly socialist. I've said that's what they really are for many years now, but until recently, they have always denied it. We look at how both NYC and LA are both openly competing for which city will fall the fastest. Sen. Chris Murphy (D-CT) outright lied on Meet the Press when he said the only reason the border is now secure is due to the Trump administration breaking the law. The same propaganda wing of the Democrat party wanted to argue about the Congo-Rwanda peace deal. CNN decided to give an anti-ICE app a 90 second infomercial by putting a spotlight on the app meant to identify and disrupt ICE raids. On the anti-Semitic side, Candace Owens was on the Piers Morgan Show and put out the challenge of trying to identify what “Zionists” have ever done for America. So, I give just a handful of examples off the top of my head. Fellow independent journalist Erin Molan simply played a Monty Python scene from Life of Brian. A Tesla arsonist is being prosecuted by charges that could mean 30 years in prison. The DOJ is going after Harvard for violations against Title VI of the Civil Rights Act. And, as we close, Scott Bessent, Treasure Secretary, says the Big Beautiful Bill is just a step in the right direction and there is a lot more to do in getting our debt under control. Perhaps part of those next steps includes word that the Trump administration is already looking for a replacement for Fed Chair Jerome Powell. Please take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR,  TRUTH Social and YouTube by searching for The Alan Sanders Show. And, consider becoming a sponsor of the show by visiting my Patreon page!!

No doubt that summer is a great time to relax. It can also be a good time to make sure your financial house is in order. Dan & Scott discuss wise money moves, and Dan talks about taking out his first ever car lease.  State of Student Loans? Chaos (pod) The Importance of Asset Allocation  Tripit Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®). 

In this episode, the hosts dive deep into various market activities and the options landscape. They kick off discussing VIX trends, with Uncle Mike Tosaw (St. Charles Wealth Management) anxiously monitoring for an all-time high in the S&P 500. Flowmaster Henry Schwartz (Cboe) analyzes unusual options activity in Rocket Labs, Sunrun, and Citi, giving insights into recent call buying patterns and market movements. Listener polls on VIX options and market reactions to the Middle East conflict are dissected, revealing diverse audience perspectives. The show wraps up with a look ahead to upcoming market events and strategies. 00:00 Introduction to Options Insider Radio Network 01:04 Meet the Hosts and Special Guests 03:15 Market Updates and Trading Insights 04:39 Uncle Mike's Market Analysis 05:51 Flowmaster's Market Data Insights 06:44 Trading Block: Latest Trends and Trades 22:48 Single Name Volume and Earnings Highlights 29:42 Unusual Options Activity 30:26 Welcome to The Odd Block 31:05 Rocket Labs' Wild Ride 34:53 Sunrun's Solar Struggles 40:20 Citi's Financial Moves 44:38 Audience Mail Call 49:55 Market Predictions and Flex Options  

In this episode, the hosts dive deep into various market activities and the options landscape. They kick off discussing VIX trends, with Uncle Mike Tosaw (St. Charles Wealth Management) anxiously monitoring for an all-time high in the S&P 500. Flowmaster Henry Schwartz (Cboe) analyzes unusual options activity in Rocket Labs, Sunrun, and Citi, giving insights into recent call buying patterns and market movements. Listener polls on VIX options and market reactions to the Middle East conflict are dissected, revealing diverse audience perspectives. The show wraps up with a look ahead to upcoming market events and strategies. 00:00 Introduction to Options Insider Radio Network 01:04 Meet the Hosts and Special Guests 03:15 Market Updates and Trading Insights 04:39 Uncle Mike's Market Analysis 05:51 Flowmaster's Market Data Insights 06:44 Trading Block: Latest Trends and Trades 22:48 Single Name Volume and Earnings Highlights 29:42 Unusual Options Activity 30:26 Welcome to The Odd Block 31:05 Rocket Labs' Wild Ride 34:53 Sunrun's Solar Struggles 40:20 Citi's Financial Moves 44:38 Audience Mail Call 49:55 Market Predictions and Flex Options  

In this episode, Michela is breaking down the top 5 financial decisions that helped her cross the $1M net worth threshold before turning 30. From living at home post-grad and building a business, to tracking every dollar and calculating my FIRE number—these choices weren't flashy, but they were incredibly effective. Whether you're in your early 20s or heading into your 30s, these are the practical, foundational moves that can create serious financial momentum over time.I'll also share the mindset shifts that made the biggest difference and how to apply these lessons to your own journey—even if you feel “behind.TIME STAMPS: 00:00 – Intro: approaching 30, thirties reflections01:30 – Housekeeping: templates, upcoming FIRE & real estate tools04:30 – Why financial progress takes years, not months06:00 – Decision #1: Living at home + keeping rent low10:00 – Decision #2: Starting a business (Break Your Budget)14:30 – Decision #3: Choosing a practical college major (Finance)18:30 – Decision #4: Tracking my expenses consistently22:00 – Decision #5: Calculating my FIRE & work optional numbers26:30 – Closing thoughts: Your 20s don't have to be perfect, they just need to be intentional

Still think divorce is just emotional? Think again—your finances are on the line. In this eye-opening episode, Erica sits down with the powerhouse mother-daughter team behind Purse Strings, Dr. Barb Provost and Maggie Nielsen, to break down the critical financial steps women need to take before saying the D-word out loud.From uncovering hidden accounts to understanding your post-divorce budget, Barb and Maggie are on a mission to help women stop getting left behind when it comes to money. They share personal stories, expert-backed tools, and the exact steps to feel secure, smart, and financially empowered—no matter where you are in the divorce process.If you're feeling overwhelmed by bank accounts, budgets, or just the sheer emotional toll of separation, this episode will help you find calm in the chaos—and maybe even a few dollars you didn't know you had.Because financial freedom is the ultimate closure.

High-income entrepreneurs often find themselves making strong revenue—but still feeling cash-strapped. In this episode, CPA and outsourced CFO Brian Lang explains why even the most successful working wealthy professionals feel broke and how they can break free from that cycle.We dive deep into wealth-building insights tailored for those earning between $750K to $5M annually. If you're searching for strategic tax planning tips or want to stop overpaying in taxes, this episode reveals practical solutions, including real stories of entrepreneurs saving over $100K annually through better financial strategies.From demystifying real estate investing myths to optimizing business design that actually supports your lifestyle, Brian's insights speak directly to the challenges high-income entrepreneurs face today. He also unpacks how elite earners use trusts and taxes to protect and grow their wealth—and how you can adapt those techniques without needing $100M in net worth.Whether you're scaling a service business or managing multiple income streams, Brian's CFO expertise and cash flow management wisdom deliver actionable steps to align your income with financial freedom.

In this episode, the hosts delve into the latest news and updates in WWE, focusing on significant roster changes and the impact of TKO's new strategies. Key discussions include the surprising release of R-Truth, Carlito's contract non-renewal, the implications of TKO's financial decisions, and speculation surrounding The Miz. The episode also touches on the backlash from fans, the potential future of WWE subscriptions on Netflix, and the broader impact of TKO's approaches on WWE's business model.00:00 Introduction and Hosts00:24 Mandy Rose's WWE Return and OnlyFans Controversy04:03 Societal Views on Nudity and Morality10:23 Wrestling Fans and Online Interactions18:01 Young Bucks and Indie Promotions28:35 Monday Night Raw Recap35:11 Gunther's Sneak Attack on Jay35:46 Gunther's Passive Aggressive Taunts36:12 Jay's Reaction and Advice37:09 Gunther's Trust Issues39:53 Sammy Potential43:28 Becky and Lyra's Confusing Storyline50:52 Rusev and Sheamus' Feud56:50 Finn Balor's New Role01:02:52 Our Truth's Release from WWE01:11:30 Future Prospects for Released Wrestlers01:13:07 Racial Undertones in WWE Decisions01:14:20 Financial Moves and TKO Decisions01:15:45 Carlito's WWE Journey and Release01:17:29 Valhalla's Departure and Reflections01:20:53 Dave Meltzer's Comments on WWE Releases01:28:01 Speculations on The Miz's Future01:33:18 WWE's Strategy Against AEW01:42:52 Potential Changes in WWE's Pay-Per-View Model01:49:19 Concluding Thoughts and FarewellBecome a supporter of this podcast: https://www.spreaker.com/podcast/wrestling-soup--1425249/support.

Financial advice for each decade of your life. Also, nature's impressive firefly light show in South Carolina. Plus. Ming-Na Wen stops by to discuss 'Karate-Kid: Legends.' And, the best items to get ready for summer fun.

Send us a textWelcome to this episode, where we're diving deep into a topic that could make or break the future of your private practice: financial strategy. If you're a physician, practice manager, or administrator trying to navigate shrinking reimbursements, rising costs, and the ever-changing healthcare landscape, this episode is for you. We're going to talk about real financial solutions to help private practices stay independent—because here's the truth: The cost of not addressing your financial health is enormous. It doesn't just impact your revenue; it affects your staff, your reputation, and the overall well-being of your team. Too many practices wait until they're in crisis mode before taking a hard look at their financial strategy. But by then, options are limited. Physicians end up overworked, employees burn out, and the patient experience suffers. The best time to plan for financial sustainability is before you're forced to—and that's exactly what we're going to tackle today.Please Follow or Subscribe to get new episodes delivered to you as soon as they drop! Visit Jill's company, Health e Practices' website: https://healtheps.com/ Subscribe to our newsletter, Health e Connections: http://21978609.hs-sites.com/newletter-subscriber Want more content? Find sample job descriptions, financial tools, templates and much more: www.MedicalMoneyMattersPodcast.com Purchase your copy of Jill's book here: Physician Heal Thy Financial Self Join our Medical Money Matters Facebook Group here: https://www.facebook.com/groups/3834886643404507/ Original Musical Score by: Craig Addy at https://www.underthepiano.ca/ Visit Craig's website to book your Once in a Lifetime music experience Podcast coaching and development by: Jennifer Furlong, CEO, Communication Twenty-Four Seven https://www.communicationtwentyfourseven.com/

We love an amazing alliteration, so it makes sense that we would focus on five financial moves for February. In this episode as we talk about why February is the best month to review your finances and how your plans will impact the rest of your year for financial success.  Links: View our existing videos on budgeting and paying down debt Download the Legacy File Checklist for your legacy drawer Check your credit score and report with the TCU Better Checking App (for Better Checking account holders) Google Play Store Apple App Store Check out TCU University for financial education tips and resources!  Follow us on Facebook, Instagram and Twitter!  Learn more about Triangle Credit Union

In this special episode of Boss Bitch Radio, I'm reflecting on the year that was — 2024! From the highs to the lows, I'm sharing some of my most personal moments, wins, lessons, and challenges that have shaped me. This isn't just a year in review; it's a look at how these experiences are guiding me into 2025!   We'll dive deep into topics like mental health, physical health, relationships, finances, and how I'm setting myself up for success in the new year. Join me as I break it all down — and don't forget to sign up for the Goal Setting Workshop on January 5th, where we'll take actionable steps toward making 2025 your best year yet!   KEY TAKEAWAYS: 00:00 Welcome to 2025: A New Year, A New Beginning 01:13 Join Our 2025 Goal Setting Workshop 06:58 Mental Health Reflections from 2024 13:23 Physical Health and Fitness Journey 19:26 Strengthening Personal Relationships 27:07 Financial Moves and Mindful Spending 29:47 Reflecting on Personal Choices and Finances 30:25 Mastering Credit Card Travel Hacks 31:40 Investing in Business Growth 33:27 Prioritizing Health and Fitness Investments 37:44 Work and Passion Highlights of 2024 43:00 Fun, Adventure, and Personal Growth 50:01 Final Reflections and Goals for 2025   Links Mentioned: Don't forget to sign up for our Coffee with Coach: Goal Setting Workshop for FREE! https://www.bossbitchradio.com/coffee-with-coaches-free  – Sunday, January 5th at 10 a.m. PST Get your personalized Physique Assessment here! https://www.bossbitchradio.com/competition-coaching Listen to Credit Card talks here: https://www.youtube.com/watch?v=-H2CASePUcs Join the Boss Bitch Besties Fitness Community: https://www.facebook.com/groups/dianefloresifbbpro   Connect with Diane: Website: https://www.bossbitchradio.com/  Instagram: https://www.instagram.com/dianeflores_ifbb_pro  YouTube: https://www.youtube.com/@dianeflores_ifbb_pro  Join the Boss Bitch Besties Fitness Community: https://www.facebook.com/groups/dianefloresifbbpro    Freebies: Plateau-Buster Guide: https://www.bossbitchradio.com/plateau-buster-guide  Protein Snack List: https://www.bossbitchradio.com/protein-snack-guide  Sleep Hacks: https://www.bossbitchradio.com/sleep-like-a-queen  Full Body Training Program: https://www.bossbitchradio.com/full-body-gym-program  5 Easy Tips to Stay Motivated: https://www.bossbitchradio.com/5-easy-tips-to-stay-motivated  Fit Girl Gift Guide: https://www.bossbitchradio.com/fit-girl-gift-guide  My Favorite Supplements: https://www.bossbitchradio.com/myfavoritesupplements  Show Day Packing List: https://www.bossbitchradio.com/show-day-packing-list    Work with Diane: Work that Booty, Bestie: Glute Goddess: FREE 7-Day Challenge My 12-Week Transformation Program: The Goddess Body Project   Fuel Your Body with the Goods: Try Meal Prep Delivery with FitKitchen Code: Diane10  Try this Energy Shot from Magic Mind - Code: BBRadio Fave Boss Bitch Protein Bars - Built Bars *Use Promo Code: “Diane” at check out Cured Nutrition Code: BossBitch saves 20% off first order Nutrishop Supplement Shop - Code: BossBitch (free shipping)

British philosopher G.K. Chesterton once said, “I know as much about the future as you do, which is nothing.” Only God knows the future, but that doesn't mean we shouldn't plan for it. Mark Biller is here today to help you do that. Mark Biller is Executive Editor and Senior Portfolio Manager at Sound Mind Investing, an underwriter of Faith & Finance. Today, we'll cover some key takeaways from Sound Mind Investing's recent article, “Your 10 Most Important Financial Moves for 2025,” which offers over 60 actionable tips across six categories. Let's dive into some highlights to help you plan your next year's top financial moves.1. Put First Things First: Aligning Finances with FaithDevelop a Financial Plan: A solid plan is essential for managing God's resources well. As Luke 19:13 reminds us, faithful stewards are called to “put this money to work until I come back.”Build an Eternity Portfolio: Once your family's needs are met, embrace “exponential generosity.” As your income grows, increase your giving percentage, laying up treasures in heaven (Matthew 6:20).2. Strengthen Your Financial FoundationCreate a Workable Budget: A budget—think of it as a “spending plan”—is foundational. Learn from past mistakes and focus on spending less and saving more through automated savings or retirement account contributions.Spend Less, Save More: Small changes today can bring significant long-term benefits. Adjust your spending habits to prioritize your future.3. Develop Your Investing PlanCreate a Long-Term Investing Strategy: Just as a budget helps manage day-to-day finances, an investing plan guides long-term success. Allocate appropriately and avoid making rash decisions based on political or economic changes.Stay Informed About Trends: Technological advancements, economic policies, and market changes can impact investments. Educate yourself on these trends without succumbing to speculation.4. Broaden Your PortfolioExpand Your Knowledge: Understand how global trends like AI and interest rate shifts may influence your portfolio. SMI offers resources to help navigate these complexities while maintaining a long-term focus.5. Prepare for RetirementPlan for Social Security: Deciding when to claim Social Security benefits is crucial. For most, waiting until full retirement age or later can yield greater financial benefits.Understand Medicare Coverage: Don't assume Medicare will cover all your retirement healthcare needs. Research Medigap or Medicare Advantage plans and consider alternatives like Christian Healthcare Ministries.6. Miscellaneous Must-DosStart Your Kids on Investing: Encourage young people to invest early. Fractional-share purchases and no-commission trades make it easier than ever to build long-term financial habits.Review Estate Plans: Ensure your will, power of attorney, and healthcare directives are up-to-date. Life changes and legal updates warrant a review every five years.Protect Against Tax Identity Theft: To prevent fraudulent filings, safeguard your Social Security number by requesting an IRS Identity Protection PIN.Bonus Tips for 2025Treasure Each Day: Life is fleeting—embrace each day as a gift and manage God's blessings wisely.Deepen Your Prayer Life: Discerning God's voice leads to better financial decisions rooted in faith.Manage Finances as a Team: For married couples, working together on finances can combine strengths and reduce weaknesses.As 2025 approaches, remember that your financial success hinges more on your choices than external circumstances. Faithful stewardship not only secures your financial future but also aligns your resources with God's purposes. May you aim to hear these words in Matthew 25:21: “Well done, good and faithful servant! You have been faithful with a few things; I will put you in charge of many things. Come and share your master's happiness!”For the complete list of financial moves and additional resources, visit SoundMindInvesting.org.By following these principles, you can make 2025 a year of financial health and faithfulness.On Today's Program, Rob Answers Listener Questions:I recently retired and have a 401(k) with about $47,000 in it. I don't know what to do with this money. I'd like to get some advice from a Christian perspective on how to best manage and invest this 401(k) now that I'm retired.Resources Mentioned:Understanding Reverse: Simplifying the Reverse Mortgage by Dan HultquistMoney and Marriage God's Way by Howard DaytonMovement MortgageLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

We all realize that only God truly knows the future, but that doesn’t mean we shouldn’t plan for lies ahead. On today's Faith & Finance Live, Mark Biller will join Rob West to help you do just that. He’ll share your ten most important financial moves for 2025. Then, Rob will answer your calls and financial questions. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here. To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!As the year draws to a close, it's the perfect time to review your finances and ensure you're ending the year on a strong note. In this episode of The Optometry Money Podcast, Evon Mendrin, CFP®, walks through a comprehensive year-end financial checklist tailored specifically for optometrists. Whether you're an associate OD or a private practice owner, you'll find actionable tips to optimize your finances, make tax-smart decisions, and set yourself up for a successful new year.What You'll Learn:Retirement Planning: How to evaluate and maximize your 401(k), SIMPLE IRA, and profit-sharing contributions before year-end.Tax-Saving Opportunities: Key actions to take before December 31, including charitable donations, state tax payments, and practice-related investments.Investment Strategy: How to identify tax-loss harvesting and capital gains opportunities in your portfolio.Estate & Insurance Review: Why it's essential to update your beneficiaries, estate plan, and insurance policies.Cash Flow Check: Tips to review your spending, savings rate, and liquidity for emergencies and upcoming goals.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Optometry Money Podcast Ep 114: Tax Targets to Aim For Mid-YearThe Optometry Money Podcast Ep 51: An Optometrist's Guide to the Qualified Business Income DeductionThe Optometry Money Podcast Ep 47: An Optometrist's Guide to How Taxes WorkThe Optometry Money Podcast Ep 37: Tax Planning For Charitable GivingThe Optometry Money Podcast Ep 34: Five Levers to Control Capital Gains on Your Tax ReturnIRS Withholdings EstimatorThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Join Timothy P. Pope, CFP®, as he dives into crucial year-end financial strategies that can significantly impact your financial health. As 2024 draws to a close, Tim emphasizes the importance of making timely decisions that utilize year-end financial opportunities like Roth conversions, tax loss harvesting, and charitable giving. Each of these strategies has specific deadlines and benefits, making them essential considerations for effective tax planning and long-term financial stability.What You'll learn from this episode:Roth Conversions: Understand the urgency in meeting the December 31st deadline if you're planning to convert for the 2024 tax year.  Tax Loss and Gain Harvesting: Learn how to adjust your portfolio to optimize your tax situation, taking advantage of lower income years or offsetting gains with losses.Charitable Contributions: Explore how to maximize your charitable giving impact while benefiting from potential tax deductions, including the use of donor-advised funds for those who haven't yet decided on specific charities.End-of-Year Tax Planning: Tips on how to use the remaining time in the year to adjust your financial strategies to lower your tax bill and prepare for the upcoming year.Reflecting on Financial Progress: Tim encourages listeners to reflect on their financial achievements and setups for the next year, ensuring readiness for new opportunities and challenges.This episode is packed with actionable advice that can help you navigate the complexities of financial planning as the year ends, ensuring you're positioned for success in the coming year.Resources:Schedule An Appointment Our Practice's WebsiteSend Us Your Questions: pilotmoneypodcast@ceterainvestors.comDisclosure:Timothy Pope is a Certified Financial Planner™ offering securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Tim's Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. The branch phone number is 704-717-8900. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investment Advisers.This Podcast is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.

Discover how to make your investments work smarter, not harder, with tax-efficient strategies. In this episode of A Wiser Retirement® Podcast, we tackle the big questions, like whether Roth conversions make sense for you, especially if you're in a low tax bracket now but anticipate higher income later. We also explore the potential of direct indexing for larger accounts and the often-overlooked benefits of FSAs and HSAs. This episode is packed with practical advice and insights to help you navigate which financial moves you should make before year-end.Related Podcast Episodes:- Ep 196: Your Year-End Financial Planning Checklist- Ep 190: Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season Related YouTube Videos:- Reduce Your Taxes and AGI by Giving to Charity- What is the best way to take your RMD?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Maximizing retirement contributions and reviewing your investment strategy are just two of five vital tasks you should complete this year. Today's Stocks & Topics: DKNG - DraftKings Inc. Cl A, Market Wrap, ZBRA - Zebra Technologies Corp. Cl A, 5 Essential Financial Moves to Make Before 2024 Ends!, FLIN - Franklin FTSE India ETF, FLMX - Franklin FTSE Mexico ETF, Key Benchmark Number: Treasury Yields, Gold, Silver, Oil and Gasoline, Small Caps, MLI - Mueller Industries Inc., Gas-Pipeline Producers, The Fed and Rates.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Text us your financial questions!  Original Air Date: November 9, 2024 Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot.  Read the Article: https://www.henssler.com/close-out-2024-with-these-key-financial-actions 

With just two months left in 2024, time is limited to make important decisions affecting your tax bill, retirement contributions and more. Peter and Jonathan share the potential benefits of tax-loss harvesting, Roth conversions, donor-advised funds, flexible spending accounts and other key planning strategies to consider implementing before year-end. Plus, hear why bringing up financial topics with the family at Thanksgiving might not be such a bad idea after all.Hosted by Creative Planning's Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won't want to miss each of their monthly tips!Important Legal Disclosure: creativeplanning.com/important-disclosure-information/Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com

Playing the Wealth Game: The Strategies Behind Financial Moves That Win by Freddie Rappina Amazon.com Optafinancial.com Do you want to transform your financial future? Build the kind of wealth you've always dreamed of having? Create a brighter financial future simply by changing your wealth game? Wealth-building isn't just luck or happenstance—it's a series of strategic moves that take you from where you are today to where you dream of being tomorrow. It's all about playing the right game, and playing it well. Just as you would develop a strategy to win at Chess or Checkers, you need to do that for your money. This book outlines the strategies and mindset the biggest companies and the wealthiest people are using to build their fortunes so that you can do the same. By elevating your own game, you can do more than fund a retirement plan—you can create a long-lasting financial fortune and design the life of your dreams!About the author Freddie Rappina spent years building extensive experience and qualifications, including becoming a Chartered Financial Consultant™ Accredited Investment Fiduciary™, Retirement Income Planning Specialist™ and Chartered Life Underwriter™. He also amassed a comprehensive set of certifications, including Series 7, Series 63, Series 65, Series 22, and Series 6 registrations. This education and experience have given him the skills to conduct thorough assessments of his clients' financial situations and craft tailored recommendations to optimize their wealth management strategies.About the author Freddie Rappina spent years building extensive experience and qualifications, including becoming a Chartered Financial Consultant™ Accredited Investment Fiduciary™, Retirement Income Planning Specialist™ and Chartered Life Underwriter™. He also amassed a comprehensive set of certifications, including Series 7, Series 63, Series 65, Series 22, and Series 6 registrations. This education and experience have given him the skills to conduct thorough assessments of his clients' financial situations and craft tailored recommendations to optimize their wealth management strategies.

On this episode of Financially Naked: Stories from The Financial Gym, hosts Kylie and Gina, Certified Financial Trainers at The Financial Gym, are here to talk about financial moves to make before the end of the year. With just a few months left in 2024, there's still plenty of time to get organized, tackle money tasks, and set yourself up for success in the coming year. From planning for irregular expenses to reassessing debt, credit cards, and retirement contributions, they cover strategies to end the year financially strong.  For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com.    

Hi Sis, In this episode, we have some serious fun sharing how sustainable living can save you lots of money. You will find out why sustainable living is eco-friendly and a smart financial decision. You can achieve long-term cost savings by reducing utility bills, grocery expenses, and spending on new items. Learn how to embrace minimalism, energy efficiency, and growing your food to cut costs and improve your well-being. I think we all can agree-- that prevention is the best medicine—living sustainably can reduce medical bills by keeping you ahead of common chronic conditions. Tune in to discover how my childhood avocado battles turned into a love affair with guacamole—proof that even the mushiest things in life can surprise you! xoxo, Cynthia Schedule a Home Detox Coaching session today with me to learn how to choose the right non-toxic, eco-friendly products, consuming organic foods can lower your exposure to harmful chemicals, improve your overall well-being, that results in a healthier lifestyle that can save you money on healthcare costs.