Podcasts about financial moves

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Best podcasts about financial moves

Latest podcast episodes about financial moves

WRESTLING SOUP
THE TALE OF TKO or THE TRUTH HURTS (Wrestling Soup 6.3.25)

WRESTLING SOUP

Play Episode Listen Later Jun 4, 2025 110:31


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.

TODAY
TODAY May 28, 3rd Hour: Financial Moves for Every Decade | Fireflies Create Spectacular Summer Light Show | Ming-Na Wen on 'Karate Kid: Legends'

TODAY

Play Episode Listen Later May 28, 2025 36:39


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.

Medical Money Matters with Jill Arena
Episode 121: The Private Practice Playbook – Financial Moves to Stay Independent

Medical Money Matters with Jill Arena

Play Episode Listen Later Mar 18, 2025 13:01


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/

Ambitious Minds
#52 - How to KEEP More of Your Money - Smart Financial Moves for Millennials with Lawrence Bearman

Ambitious Minds

Play Episode Listen Later Mar 14, 2025 58:31


Are you earning more but still feeling like you don't have any extra income in your bank account each month? We often assume that a bigger pay check guarantees financial security, but without the right strategy, lifestyle inflation, tax inefficiencies, and poor financial planning can quietly erode wealth.This week, I'm joined by Lawrence Bearman, a financial advisor specialising in helping high-income Millennials keep more of their hard earned cash. We discuss how to manage wealth, optimise tax efficiency, and avoid the common money pitfalls high earners face.Expect to learn:02:03 Lifestyle Inflation: The Hidden Trap03:15 Understanding Expenditure04:42 The DIY Investor Dilemma06:14 The Value of Financial Advice13:29 Common Financial Challenges for High Earners15:51 Tax Efficiency Strategies18:57 Property Investment vs. Renting23:05 The Emotional Side of Financial Planning30:16 Finding Financial Balance31:35 Avoiding Lifestyle Creep33:39 End of Tax Year Planning34:44 Understanding Pensions39:41 Lawrence's Best Investment45:26 Social Media for Financial Advice49:59 The Role of AI in Financial Planning55:04 Summary of Financial TipsDiscover LawrenceLinkedIn - https://uk.linkedin.com/in/lawrence-bearmanGet In TouchLinkedIn - www.linkedin.com/in/jay-lawrence-5a4b3357/Website - ambitiousmindspodcast.comInstagram - www.instagram.com/ambitiousmindspodcastNOTE: The information provided in this podcast is for educational and informational purposes only and should not be considered financial, investment, or tax advice. Any opinions expressed are those of the guest and host and do not constitute recommendations for specific financial decisions.You should always consult a qualified financial advisor before making any investment, tax, or financial planning decisions. Investments can rise and fall in value, and past performance is not indicative of future results. Hosted on Acast. See acast.com/privacy for more information.

Making Money Personal
Episode 79: Top Financial Moves for February

Making Money Personal

Play Episode Listen Later Feb 20, 2025 49:50


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

Boss Bitch Radio w/IFBB Pro, Diane Flores
#295: 2024 Wrap-Up: The Highs, Lows, & What I'm Carrying Into 2025

Boss Bitch Radio w/IFBB Pro, Diane Flores

Play Episode Listen Later Jan 3, 2025 56:25


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)

MoneyWise on Oneplace.com
Your Top Financial Moves for 2025 with Mark Biller

MoneyWise on Oneplace.com

Play Episode Listen Later Dec 17, 2024 24:57


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.

MoneyWise Live
Your Top Financial Moves for 2025

MoneyWise Live

Play Episode Listen Later Dec 17, 2024 42:45 Transcription Available


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.

The Optometry Money Podcast
Critical Year-End Financial Moves for Optometrists

The Optometry Money Podcast

Play Episode Listen Later Dec 12, 2024 39:52 Transcription Available


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.

Radio Monmouth
Edward Jones Presents Financial Focus with Ryan Painter: 'Consider These Year-End Financial Moves'

Radio Monmouth

Play Episode Listen Later Dec 9, 2024 3:09


As we enter the holiday season, your life may well become busier. Still, you might want to take the time to consider some financial moves before we turn the calendar to 2025.

Pilot Money Podcast
Wrap Up Your Year: Key Financial Moves Before 2024 Ends

Pilot Money Podcast

Play Episode Listen Later Nov 25, 2024 19:13


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.

Mandy Connell
11-22-24 FULL SHOW - Water Wars, Financial Moves, and A Theory That Doesn't Work

Mandy Connell

Play Episode Listen Later Nov 22, 2024 105:08 Transcription Available


Wiser Roundtable Podcast
254. Closing the Year Strong: Key Financial Moves Before Year-End

Wiser Roundtable Podcast

Play Episode Listen Later Nov 18, 2024 38:30


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!

InvestTalk
5 Essential Financial Moves to Make Before 2024 Ends!

InvestTalk

Play Episode Listen Later Nov 16, 2024 47:21


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

Money Talks Radio Show - Atlanta, GA
Case Study: Year-end Financial Moves

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Nov 12, 2024 16:13


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 

Financially Fit Radio
The Closing Bell - Ending the year strong with strategic financial moves

Financially Fit Radio

Play Episode Listen Later Nov 10, 2024


In this episode, we'll dive into actionable strategies to optimize your finances before the year ends. From tax-saving tips to investment adjustments, we'll uncover ways to maximize your wealth and set yourself up for a prosperous future. Tune in to learn how to finish strong and start the new year with confidence.

Financially Fit Radio
The Closing Bell - Ending the year strong with strategic financial moves

Financially Fit Radio

Play Episode Listen Later Nov 10, 2024


In this episode, we'll dive into actionable strategies to optimize your finances before the year ends. From tax-saving tips to investment adjustments, we'll uncover ways to maximize your wealth and set yourself up for a prosperous future. Tune in to learn how to finish strong and start the new year with confidence.

GREY Journal Daily News Podcast
Warren Buffett's surprising financial moves before the election

GREY Journal Daily News Podcast

Play Episode Listen Later Nov 4, 2024 1:11


Warren Buffett's Berkshire Hathaway increases cash reserves, sells stocks, and halts stock buybacks in anticipation of market fluctuations linked to the upcoming election. The company now holds around one hundred billion dollars in cash. This approach demonstrates caution in response to economic uncertainty. The sale of major holdings, like Chevron, indicates a strategic shift. Halting buybacks allows the company to prepare for potential investment opportunities once the political landscape stabilizes.Learn more on this news visit us at: https://greyjournal.net/ Hosted on Acast. See acast.com/privacy for more information.

Down The Middle
Financial Moves to Consider Before Year-End

Down The Middle

Play Episode Listen Later Oct 31, 2024 12:19


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

The Chris Voss Show
The Chris Voss Show Podcast – Playing the Wealth Game: The Strategies Behind Financial Moves That Win by Freddie Rappina

The Chris Voss Show

Play Episode Listen Later Oct 16, 2024 23:25


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.

Financially Naked
Financial Moves To Make Before the End of The Year

Financially Naked

Play Episode Listen Later Oct 9, 2024 28:03


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.    

Show Vs. Business
SvB Ep186 Open AI's Making A TON of Money—Is AI scamming us?

Show Vs. Business

Play Episode Listen Later Oct 7, 2024 59:07 Transcription Available


Open AI may have started 9 years ago as a company but it only went to full effect during the pandemic and now, they're making a truckload of money.The big question is, was it all a big scam?00:00 Introduction to Show Versus Business00:25 Upcoming Events and AI Discussion01:32 Movie Reviews: The Good Robot and Joker Sequel04:06 The Art of Filmmaking and Audience Reception10:48 Masterminds and Personal Development17:03 The Flow State and Productivity22:03 Balancing Work and Leisure24:15 Batman: Caped Crusader and Comic Book Adaptations28:22 Batman and Gotham Series Discussion29:24 The Evolution of Joker and Riddler Characters29:59 Gotham's Unique Take on Batman's Rogues Gallery30:47 The Return of Bruce Wayne in Gotham's Finale33:08 OpenAI's Financial Moves and Market Impact35:17 AI's Role in Organizational Productivity37:52 The Rise of Secret Cyborgs in the Workplace41:00 AI's Influence on Modern Business Strategies46:26 The Future of AI in Creative Industries48:33 Influencer Culture vs. Traditional Celebrity55:24 The Changing Landscape of Media and Politics58:24 Conclusion and Final ThoughtsYouTube link to this Podcast Episode:https://youtu.be/iVsblNs2GYsShow vs. Business is your weekly take on Pop Culture from two very different perspectives. Your hosts Theo and  Mr. Benja provide all the relevant info to get your week started right.Looking to start your own podcast ? The guys give their equipment google list recommendation that is updated often Sign up - https://www.showvsbusiness.com/----------Follow us on Instagram - https://instagram.com/show_vs_businessFollow us on Twitter - https://twitter.com/showvsbusinessLike us on Facebook - https://www.facebook.com/ShowVsBusinessSubscribe on YouTube: https://www.youtube.com/channel/UCuwni8la5WRGj25uqjbRwdQ/featuredFollow Theo on YouTube: https://www.youtube.com/@therealtheoharvey Follow Mr.Benja on YouTube:  https://www.youtube.com/@BenjaminJohnsonakaMrBenja --------

Expedition Retirement
Does market history mean anything anymore? | A financial advisor that didn't live up to his promises | Financial moves to consider before the end of the year | Does retiring at 65 bring extra risk?

Expedition Retirement

Play Episode Listen Later Sep 7, 2024 57:12


On this week's show: What should (and should not) guide your investment decisions. Language that should be a red flag with your financial advisor. What your end of the year meeting should be addressing. What to consider when retiring early. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Vikings 1st & SKOL: A Minnesota Vikings podcast
The Vikings' 53 Set & Practice Squad Filled | The Real Forno Show

Vikings 1st & SKOL: A Minnesota Vikings podcast

Play Episode Listen Later Aug 29, 2024 50:38


In this episode of The Real Forno Show, hosted by Tyler Forness, the focus is on the Minnesota Vikings' finalized 53-man roster and practice squad. Tyler and producer Dave discuss the reasoning behind player cuts and signings, the nuances of roster construction, and the strategic decisions made by the Vikings' management. They also talk about the implications of the NFL Players Association's rules on practice squad elevations, the potential impact of young players on future seasons, and the balance between talent evaluation and roster logistics. The episode includes insights into different position groups, the significance of player development, and the financial considerations that influence roster decisions. The discussion provides an in-depth look at the Vikings' preparations for the upcoming regular season game against the New York Giants on September 8th. 00:00 Introduction to the 53-Man Roster and Practice Squad 00:29 Welcome to The Real Forno Show 01:42 Discussion on Rookies and Draft Picks 03:30 The Numbers Game in Roster Decisions 05:07 Emergency Quarterback Rule Changes 09:03 Financial Implications for Players 11:55 Running Back Roster Strategy 14:42 Defensive Line Roster Strategy 18:23 Offensive Roster Breakdown 21:59 Practice Squad Utilization 22:45 Physics and Football: A Frustrating Combination 23:19 Panthers' Cornerback Shocker 23:41 Vikings' Defensive Line Analysis 25:04 Inside Linebacker Insights 26:02 Cornerback Concerns and Future Prospects 28:16 Safety and Specialists Breakdown 29:39 Practice Squad Priorities 30:33 Financial Moves and Player Contracts 39:17 Excitement for the Upcoming Season 41:24 Community Engagement and Final Thoughts FAN WITH US!!! Tyler Forness @TheRealForno of Vikings 1st & SKOL @Vikings1stSKOL and A to Z Sports @AtoZSportsNFL and Dave Stefano @Luft_Krigare producing this Vikings 1st & SKOL production, on the @RealFornoShow. Podcasts partnered with Fans First Sports Network @FansFirstSN and Fans First Sports Network's NFL feed @FFSN_NFL. ____________________________________________________________ ⭐️ Subscribe to us here! - https://www.youtube.com/@vikings1stskol92 ⭐️ Our Twitter can be found at @Vikings1stSKOL ⭐️ Tyler Forness can be read at A to Z Sports - https://atozsports.com/nfl/minnesota-vikings-news/ ⭐️ At Fans First Sports Network - https://www.ffsn.app/teams/minnesota-vikings/ ⭐️ On Facebook - https://www.facebook.com/vikings1standskol ⭐️ Watch the live show here: https://youtu.be/IN0ABwCUh0E Learn more about your ad choices. Visit megaphone.fm/adchoices

Energy News Beat Podcast
Week Recap: BRICS Financial Moves, Pipeline Congestion, and Green Energy Scrutiny

Energy News Beat Podcast

Play Episode Listen Later Aug 3, 2024 19:41


In this episode of the Energy News Beat Daily Standup - Weekly Recap, the hosts, Michael Tanner and Stuart Turley discussed several critical topics, including the BRICS alliance's move to create a financial system bypassing the US dollar, a significant oil and gas acquisition by Vital Energy, Amazon's claims of renewable energy use, and concerns over the feasibility of climate transition funding. They also highlighted issues with the Biden administration's energy policies, electric school bus program inefficiencies, and the growing congestion in Texas oil pipelines, all pointing to a rapidly evolving and challenging energy landscape.Highlights of the Podcast00:00 - Intro01:19 - BRICS Officially Announces Financial System Similar to SWIFT05:34 - Vital Energy nearing a deal to buy Point Energy for $1.1 billion, sources say08:02 - Amazon claims to power all its operations with renewable energy. If only that were true.10:32 - Yellen says $3 trillion is needed each year to fund climate transition13:48 - Kamala's Much-Touted $5B Electric School Bus Program Yielded 60 Buses In 3 Years15:24 - Kamala Harris is more radical on her energy policies than Joe Biden!17:17 - Texas Pipeline Congestion Could Throttle U.S. Oil Exports at Critical Time19:30 - OutroPlease see the links below or articles that we discuss in the podcast.BRICS Officially Announces Financial System Similar to SWIFTJuly 26, 2024 Stu TurleyThe BRICS alliance is looking to bypass the Western SWIFT system and replace it with its own financial mechanism. The creation of a new financial messaging system similar to SWIFT will allow BRICS to reshape […]Vital Energy nearing a deal to buy Point Energy for $1.1 billion, sources sayJuly 28, 2024 Michael TannerNEW YORK, July 28 (Reuters) – Vital Energy (VTLE.N), opens new tab is closing in on an all-cash deal to acquire private equity-owned Point Energy Partners for $1.1 billion, people familiar with the matter said on Sunday, […]Yellen says $3 trillion is needed each year to fund climate transitionJuly 29, 2024 Mariel AlumitTreasury Secretary Janet Yellen said Saturday the world's transition to a low-carbon economy requires $3 trillion in new investment annually through 2050, and that filling the financing gap to reach that level of funding represents the […]Kamala's Much-Touted $5B Electric School Bus Program Yielded 60 Buses In 3 YearsJuly 30, 2024 Mariel AlumitOne California superintendent says electric buses would take the district back to the ‘Pony Express days'. One of Kamala Harris's highest-profile responsibilities as vice president has been spearheading the federal government's billion-dollar efforts to deploy […]Kamala Harris is more radical on her energy policies than Joe Biden!July 30, 2024 Mariel AlumitKamala Harris is oblivious to humanity's addiction to oil as she is to these two basic facts: (1) No one uses crude oil in its raw form. “Big Oil” only exists because of humanity's addiction to the […]Texas Pipeline Congestion Could Throttle U.S. Oil Exports at Critical TimeJuly 31, 2024 Mariel AlumitTexas crude oil pipelines are nearing capacity, with major pipelines between the Permian Basin and the Port of Corpus Christi currently more than 90% full. Potential export constraints could arise as US crude production continues […]Follow Stuart On LinkedIn and TwitterFollow Michael On LinkedIn and TwitterENB Top NewsEnergy DashboardENB PodcastENB SubstackENB Trading DeskOil & Gas Investing In 2024– Get in Contact With The Show –

Start Living Sustainable | Wellness Coach, How to Live Toxic Free for Health-Conscious Women
Ep 68 | Why Sustainable Living is One of the Smartest Financial Moves You'll Ever Make

Start Living Sustainable | Wellness Coach, How to Live Toxic Free for Health-Conscious Women

Play Episode Listen Later Jul 2, 2024 15:21


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.

Your Financial Pharmacist
YFP 358: Top 6 Financial Moves to Make as a Mid-Career Pharmacist

Your Financial Pharmacist

Play Episode Listen Later May 9, 2024 46:43


YFP Co-Founder and Director of Financial Planning Tim Baker discusses six financial moves for mid-career pharmacists, including re-evaluating the vision for the financial plan. Summary Tim Ulbrich is joined by YFP Co-Founder and Director of Financial Planning, Tim Baker to discuss various financial planning strategies for mid-career pharmacists, including resetting the vision for the financial plan, prioritizing retirement planning and emergency funds, and reevaluating, reviewing and updating insurance policies.  Regularly reviewing and adjusting these funds to account for the various life changes ensures that policies align with current financial goals and circumstances. Tim and Tim also address the importance of having those uncomfortable conversations, such as end-of-life care and inheritance to avoid potential legal and financial issues in the future. About Today's Guest Tim Baker is the Co-Founder and Director of Financial Planning at Your Financial Pharmacist. Founded in 2015, YFP is a fee-only financial planning firm and connects with the YFP community of 12,000+ pharmacy professionals via the Your Financial Pharmacist Podcast podcast, blog, website resources and speaking engagements.  Tim attended the United States Military Academy majoring in International Relations and branching Armor. After his military career, he worked as a logistician with a major retailer and a construction company. After much deliberation, Tim decided to make a pivot in his career and joined a small independent financial planning firm in 2012. In 2016, he launched his own financial planning firm Script Financial and in 2019 merged with Your Financial Pharmacist. Tim now lives in Columbus, Ohio with his wife (Shay), three kids (Olivia, Liam and Zoe), and dog (Benji). Mentioned on the Show Financial Moves to Make as a Mid-Career Pharmacist YFP Financial Planning YFP Podcast 357: Emergency Fund Check Up: 5 Questions You Must Answer YFP Podcast 272:How Much is Enough? (Retirement Planning) Social Security Resource YFP Podcast 310:Dusting Off the Estate Plan YFP Podcast 321: Navigating Financial Conversations with Aging Parents Your Financial Pharmacist YFP+ Subscribe to the YFP Newsletter Tim Baker on LinkedIn Tim Ulbrich on LinkedIn YFP on Instagram YFP Facebook Group YFP Disclaimer

Money Talks Radio Show - Atlanta, GA
Case Study: Financial Moves Coming Out of Tax Season

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Apr 23, 2024 12:12


Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Giuliana Barbagelata, CFP® highlight some of the financial questions and moves that investors often have after tax season. Read the Article: https://www.henssler.com/hidden-heroes-of-tax-season-how-a-financial-adviser-can-help 

Your Financial Pharmacist
YFP 355: Preparing for New Practitioner Life: 5 Financial Moves to Make After Graduation

Your Financial Pharmacist

Play Episode Listen Later Apr 18, 2024 28:47


Sponsored by YFP+, YFP Co-Founder Tim Ulbrich shares five key elements for building a strong financial foundation after graduation. Summary On this episode sponsored by YFP+, host Tim Ulbrich outlines five key elements for building a strong financial foundation. Whether you are a pharmacy student looking ahead, a soon to be 2024 graduate, or a resident, fellow, or new practitioner trying to find solid financial footing, Tim shares what it means to build a strong financial foundation, no matter where you are in your career.   With the average pharmacist facing staggering student loan debt and often lacking financial knowledge, Tim shares practical strategies to help pharmacists to begin to navigate debt management, investing, insurance coverage and retirement planning. About Today's Guest Tim Ulbrich is the Co-Founder and CEO of Your Financial Pharmacist. Founded in 2015, YFP is a fee-only financial planning firm and connects with the YFP community of 15,000+ pharmacy professionals via the Your Financial Pharmacist Podcast podcast, blog, website resources and speaking engagements. To date, YFP has partnered with 75+ organizations to provide personal finance education. Tim received his Doctor of Pharmacy degree from Ohio Northern University and completed postgraduate residency training at The Ohio State University. He spent 9 years on faculty at Northeast Ohio Medical University prior to joining Ohio State University College of Pharmacy in 2019 as Clinical Professor and Director of the Master's in Health-System Pharmacy Administration Program. Tim is the host of the Your Financial Pharmacist Podcast which has more than 1 million downloads. Tim is also the co-author of Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth. Tim has presented to over 200 pharmacy associations, colleges, and groups on various personal finance topics including debt management, investing, retirement planning, and financial well-being. Mentioned on the Show YFP+ YFP Gives Scholarship April 25, 2024 YFP Home Buying Webinar YFP Budget Template YFP Financial Fitness Test YFP Podcast Episode 165: The Power of a Health Savings Account (HSA) YFP Blog: Why I'm Not Using My Health Savings Account to Pay for Medical Expenses YFP Podcast Episode 272: How Much is Enough (Retirement Planning) YFP Planning Subscribe to the YFP Newsletter Tim Ulbrich on LinkedIn YFP on Instagram YFP Facebook Group YFP Disclaimer    

The Right-Hand Roadmap
#14: Financial Moves to Impress Your CEO

The Right-Hand Roadmap

Play Episode Listen Later Apr 9, 2024 5:39


Financial Strategies to Impress Your CEO and Contribute to Your Company's Bottom Line. In this episode we dive into some profit-adding financial moves that a Second-In-Command can make, even if they're not a CFO. Together we cover identifying and eliminating waste, renegotiating vendor contracts, and addressing revenue leakage. These strategies can help plug the holes in the financial bucket and pave the way for sustainable growth. By implementing these strategies, COOs can demonstrate their value and contribute to the financial well-being of their organizations.  You'll hear all about: 01:03 - The importance of auditing every expense line item to identify waste. 01:52 - Examples of areas where waste might occur, such as unused software licenses and unnecessary subscriptions. 02:28 - How and when to renegotiate vendor contracts to reduce costs. 03:26 - Addressing revenue leakage, including adjusting prices to cover credit card processing fees. 04:11 - Other areas of revenue leakage, such as inaccurate billing and late payment fees. Rate, review & follow on Apple Podcasts Click Here to Listen! Or Watch on Youtube If you haven't already done so, follow the podcast to make sure you never miss a value-packed episode.

Best of Simply Money
The Fed talks rate cuts and the market goes bonkers. Plus, how to become a 401(k) millionaire, overcoming the fear of Social Security's future, and financial moves to make this spring.

Best of Simply Money

Play Episode Listen Later Mar 22, 2024 38:49


Powell speaks and the investors listen. On this week's Best of Simply Money podcast, Amy and Steve discuss the news conference that spawned record stock market highs. Plus, will the government yank Social Security benefits from you in the future? Amy and Steve take a deep dive into the situation.

Wealth Over Now Money Files
115 | 5 Smart Financial Moves to Make Home Buying Easier

Wealth Over Now Money Files

Play Episode Listen Later Mar 19, 2024 16:42


Are you considering buying a home in 2024? Whether you are just starting to think about  buying a home or you're already working hard to save a down payment, there are five essential steps you need to take before committing to a mortgage. This episode is part two of my financial spring cleaning series, and today, I want to focus on preparing to become a homeowner. From getting into the right mindset and overcoming money insecurities to exploring finance options, I share the five-part framework I used to buy my first home. Saving for a down payment is important, but there is so much else you need to do to prepare for homeownership. If buying a home is one of your goals in 2024, this episode is for you! Stay tuned for insights on these topics: [01:40] Shifting your mindset [05:30] Step 1: Create a budget of current expenses [06:20] Step 2: Create a home budget [10:20] Step 3: Explore financing options [13:25] Step 4: Build a relationship with a realtor [14:25] Step 5: Revisit your home budget Tune into this episode of Money Files to learn five essential steps you should take to prepare for homeownership. Get full show notes and the episode transcript: https://wealthovernow.com/5-smart-financial-moves-to-make-home-buying-easier/ Links mentioned in this episode… Set up a call | Financial Coach Washington, DC | Wealth Over Now

Your Financial Pharmacist
YFP 346: Developing a Budget That Works…And You Don't Hate

Your Financial Pharmacist

Play Episode Listen Later Feb 15, 2024 31:00


Tim Ulbrich shares the importance of setting a budget for achieving your financial goals and five steps to help you get started. Summary In this week's episode, we learn all about one of the key first steps to mastering your money: creating a budget. You'll learn how to implement a budgeting system that not only works, but is also enjoyable. Tim Ulbrich, YFP Founder and CEO shares a practical five-step process to help you get started. A budget isn't a restrictive tool, but an important instrument that can empower you on your journey toward financial well-being and help align your money with your vision for a rich and fulfilling life. About Today's Guest Tim Ulbrich is the Co-Founder and CEO of Your Financial Pharmacist. Founded in 2015, YFP is a fee-only financial planning firm and connects with the YFP community of 15,000+ pharmacy professionals via the Your Financial Pharmacist Podcast podcast, blog, website resources and speaking engagements. To date, YFP has partnered with 75+ organizations to provide personal finance education. Tim received his Doctor of Pharmacy degree from Ohio Northern University and completed postgraduate residency training at The Ohio State University. He spent 9 years on faculty at Northeast Ohio Medical University prior to joining Ohio State University College of Pharmacy in 2019 as Clinical Professor and Director of the Master's in Health-System Pharmacy Administration Program. Tim is the host of the Your Financial Pharmacist Podcast which has more than 1 million downloads. Tim is also the co-author of Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth. Tim has presented to over 200 pharmacy associations, colleges, and groups on various personal finance topics including debt management, investing, retirement planning, and financial well-being. Mentioned on the Show Your Financial Pharmacist Financial Fitness Test YFP Budget Template Budgeting Blueprint Webinar YFP 341: 5 Financial Moves to Make in 2024 The Millionaire Next Door by Dr. Thomas Stanley Subscribe to the YFP Newsletter YFP Planning Tim Ulbrich on LinkedIn YFP on Instagram YFP Facebook Group Your Financial Pharmacist YFP Disclaimer YFP Newsletter

Your Financial Pharmacist
YFP 345: 7 Personal Finance Books to Read in 2024

Your Financial Pharmacist

Play Episode Listen Later Feb 8, 2024 24:09


Tim Ulbrich reviews seven impactful finance books he recommends for both seasoned investors and beginners to gain strategies and inspiration for success. Summary In this episode, Tim Ulbrich continues the discussion from Episode 341 on "5 Financial Moves to Make in 2024." The fifth "move" was about "setting a plan for your personal finance learning," and this week, Tim dives into seven personal finance books that have profoundly influenced his financial journey. With no particular order in mind, Tim shares insights from each book and how he has implemented key takeaways into his own financial plan. You can find links to all these recommended books in the show notes. Tim emphasizes that these are not just any books – they are ones he frequently recommends or gifts to others, and they have played a crucial role in his and his wife, Jess',  journey towards achieving financial freedom. Whether you're a seasoned investor or just starting on your financial journey, these books are a must-read (or re-read) in 2024. Tune in for valuable insights and inspiration to help you pave your way to financial success! About Today's Guest Tim Ulbrich is the Co-Founder and CEO of Your Financial Pharmacist. Founded in 2015, YFP is a fee-only financial planning firm and connects with the YFP community of 15,000+ pharmacy professionals via the Your Financial Pharmacist Podcast podcast, blog, website resources and speaking engagements. To date, YFP has partnered with 75+ organizations to provide personal finance education. Tim received his Doctor of Pharmacy degree from Ohio Northern University and completed postgraduate residency training at The Ohio State University. He spent 9 years on faculty at Northeast Ohio Medical University prior to joining Ohio State University College of Pharmacy in 2019 as Clinical Professor and Director of the Master's in Health-System Pharmacy Administration Program. Tim is the host of the Your Financial Pharmacist Podcast which has more than 1 million downloads. Tim is also the co-author of Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth. Tim has presented to over 200 pharmacy associations, colleges, and groups on various personal finance topics including debt management, investing, retirement planning, and financial well-being. Mentioned on the Show YFP 341: 5 Financial Moves to Make in 2024 YFP 200: An Interview with Sarah Fallaw of The Next Millionaire Next Door I Will Teach You To Be Rich by Ramit Sethi  Die with Zero by Bill Perkins Rich Dad, Poor Dad by Robert Kiyosaki Tax Free Wealth by Tom Wheelwright The Millionaire Next Door by Dr. Thomas Stanley The Next Millionaire Next Door by Dr. Sarah Stanley Fallaw The Compound Effect by Darren Hardy The Total Money Makeover by Dave Ramsey Happy Money: The Science of Happier Spending by Elizabeth Dunn and Michael Norton Subscribe to the YFP Newsletter YFP Planning Tim Ulbrich on LinkedIn YFP on Instagram YFP Facebook Group Your Financial Pharmacist YFP Disclaimer YFP Newsletter

PALADIN FINANCIAL TALK
Fifty and Fit: Financial Moves to make in your 50's

PALADIN FINANCIAL TALK

Play Episode Listen Later Feb 3, 2024


Turning 50 is a financial milestone! This episode of Paladin Financial Talk dives deep into smart money moves you can make in your 50s, from maximizing retirement savings to planning for healthcare costs. Tune in for actionable tips to secure your financial future and kickstart the decade strong!

PALADIN FINANCIAL TALK
Fifty and Fit: Financial Moves to make in your 50's

PALADIN FINANCIAL TALK

Play Episode Listen Later Feb 3, 2024


Turning 50 is a financial milestone! This episode of Paladin Financial Talk dives deep into smart money moves you can make in your 50s, from maximizing retirement savings to planning for healthcare costs. Tune in for actionable tips to secure your financial future and kickstart the decade strong!

Your Financial Pharmacist
YFP 341: 5 Financial Moves to Make in 2024

Your Financial Pharmacist

Play Episode Listen Later Jan 4, 2024 38:57


Tim Ulbrich, YFP CEO, shares 5 key moves for financial success, emphasizing automation, proactive tax planning, document organization, and continuous learning. Summary In the first episode of the New Year, YFP CEO and financial educator, Tim Ulbrich, unveils a financial roadmap for 2024, emphasizing five key moves for achieving financial success and living a rich life. Tim highlights the pivotal role of automation in financial planning, proactive tax planning, the importance of organizing financial documents and the significance of continuous learning. He shares his personal financial goals and the systems he uses to organize and prioritize his financial goals. Tune in to gain insights and actionable steps for mastering your finances in 2024. About Today's Guest Tim Ulbrich is the Co-Founder and CEO of Your Financial Pharmacist. Founded in 2015, YFP is a fee-only financial planning firm and connects with the YFP community of 15,000+ pharmacy professionals via the Your Financial Pharmacist Podcast podcast, blog, website resources and speaking engagements. To date, YFP has partnered with 75+ organizations to provide personal finance education. Tim received his Doctor of Pharmacy degree from Ohio Northern University and completed postgraduate residency training at The Ohio State University. He spent 9 years on faculty at Northeast Ohio Medical University prior to joining Ohio StateUniversity College of Pharmacy in 2019 as Clinical Professor and Director of the Master's in Health-System Pharmacy Administration Program. Tim is the host of the Your Financial Pharmacist Podcast which has more than 1 million downloads. Tim is also the co-author of Seven Figure Pharmacist: How to Maximize Your Income, Eliminate Debt and Create Wealth. Tim has presented to over 200 pharmacy associations, colleges, and groups on various personal finance topics including debt management, investing, retirement planning, and financial well-being. Mentioned on the Show January 8th webinar YFP Bonus Episode: How A Couple Left Their Careers to Travel the World YFP 079: Is It Time to Redefine Retirement w/ Nick Ornella IRS Form 1040 (2023) YFP 309: Top 10 Tax Blunders Pharmacists Make YFP Tax Subscribe to the YFP Newsletter I Will Teach You To Be Rich by Ramit Sethi Financial Peace University Ally Banking YFP Disclaimer Tim Ulbrich on LinkedIn

You & Your Money
The Most Impactful Financial Changes of 2023

You & Your Money

Play Episode Play 30 sec Highlight Listen Later Dec 27, 2023 14:31 Transcription Available


⚡ In 2023, we saw rising interest rates, monetary policy shifts, and retirement planning changes....

Thrivetime Show | Business School without the BS
Entrepreneur | 8 Game-Changing Financial Moves

Thrivetime Show | Business School without the BS

Play Episode Listen Later Dec 21, 2023 34:02


Learn More About Attending the Highest Rated and Most Reviewed Business Workshops On the Planet Hosted by Clay Clark In Tulsa, Oklahoma HERE: https://www.thrivetimeshow.com/business-conferences/   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/   Clay Clark Testimonials | "Clay Clark Has Helped Us to Grow from 2 Locations to Now 6 Locations. Clay Has Done a Great Job Helping Us to Navigate Anything That Has to Do with Running the Business, Building the System, the Workflows, to Buy Property." - Charles Colaw (Learn More Charles Colaw and Colaw Fitness Today HERE: www.ColawFitness.com)   Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Actual Client Success Stories from Real Clay Clark Clients Today HERE: https://www.thrivetimeshow.com/testimonials/   See Thousands of Case Studies Today HERE:  www.thrivetimeshow.com/does-it-work/  

Grow Money Business with Grant Bledsoe
Ep #212 - 5 Year End Financial Moves to Consider

Grow Money Business with Grant Bledsoe

Play Episode Listen Later Dec 20, 2023 35:34


Since 2023 is coming to an end, we've dedicated this week's episode of Grow Money Business to discussing five year-end financial moves you should consider making. Join us as we talk about gifting both to charity and beneficiaries, cash distributions from businesses, Roth conversions, and harvesting tax losses and gains. [05.00] Charity – Grant starts off the conversation by discussing charitable gifts. [06.37] Donor-advised fund – Grant explains the details of a donor-advised fund. [12.00] Handling cash – Grant shares the importance of collaborating with your tax professional at the end of the year. [17.00] Roth conversions – Grant explains why it might be a good idea to convert your assets into a Roth IRA account. [26.04] The wash sale rule – Grant review the details of the wash sale rule. [29.18] Tax gains – Grant shares some important year-end information on tax gains.   Resources How To Use the 0% Tax Rate on Capital Gains thebalancemoney.com/how-to-use-the-zero-percent-tax-rate-on-capital-gains-2388995   Donor-advised Funds irs.gov/charities-non-profits/charitable-organizations/donor-advised-funds   fidelity.com/learning-center/wealth-management-insights/gift-and-estate-tax-changes

MoneyWise on Oneplace.com
10 Important Financial Moves for 2024 With Mark Biller

MoneyWise on Oneplace.com

Play Episode Listen Later Dec 19, 2023 24:57


Please tell us about your list titled, “Your 10 Most Important Financial Moves for 2024.”We want to help people choose the best 10 ideas that specifically fit their situation. So we discuss over 60 suggestions in the article and encourage each reader to select their personal Top 10 list. We've found that those who go through this process of making a personal Top 10 list — and then follow through on those action steps — become better stewards and make tangible progress toward their long-term goals. These suggestions are broken into several categories. Help us understand spiritual and financial fundamentals …We try to set the appropriate context before diving into the nitty gritty financial stuff. And that begins with understanding what God says about us, and about our money, in scripture. So a few highlights from this section include:Resting in God's love. His love isn't based on our worth or merit.Invest time in studying what Scripture says about money and material possessions. SMI has long believed the #1 financial mistake Christians make is ignoring biblical wisdom about financial matters and looking to secular advice instead.  The next category is “the world around you.” What does that cover?Improve your understanding of the problems and policies shaping today's economy.Another “big picture” topic to understand relates to the rapidly expanding level of federal debt. The next category is “strengthening your foundation.” What do we have there?Building an adequate emergency fund — before risking money in the stock and bond markets.Invest time creating and following a budget. This is probably the most powerful single step many people can take to make tangible financial progress in the year ahead.Committing to giving generously even if you're paying off debt. Getting out of consumer debt is crucial for long-term financial stability.  The next section now is “developing your investing plan.”Face your fears, overcome your inertia, and start investing! Don't wait for the “perfect time” to get started. A second step for relatively new investors is to become a dollar-cost averaging investor — and ideally automate that process so it's out of sight, out of mind. “Dollar-cost averaging” (DCA) just means investing the same amount of money at regular intervals — for example, investing $300 every month.  Tell us what “broadening your portfolio“ is.Become a “diversified” investor. This includes starting to learn about different types of stocks and bonds and how to combine them in a portfolio. This is also where a person would start thinking more closely about retirement taxes and the best way to utilize traditional and Roth accounts. And for the gold bugs out there, we've got a separate action item about gold investing.  Let's talk about retirement.Start thinking through your later-life decisions when you're in your 50s. Most people put this off, but research suggests it's wise to think this through earlier. There are lots of tangible retirement items relating to Medicare, how to optimize your Social Security benefits, and so forth.  The last category is what you might call,” everything else.” It includes children, work, college technology and insurance.For parents — and grandparents — Be intentional about training your children to be wise and faithful stewards. Other ideas here include insurance items, specifically making sure you have enough liability insurance coverage, because the default liability coverage in a lot of homeowner and auto policies is insufficient. Disability insurance is another one to consider here. And of course, for those with young children, the topic of saving for college is always of particular interest, so learning about the best ways to approach that is time well spent.  ON TODAY'S PROGRAM, ROB ANSWERS LISTENER QUESTIONS:  Alan wants to know if solar panels will help with paying his bills now and going into the future.Kristen is a widow. Her husband recently passed away. He was a pastor and their church was putting away in a 403b for his retirement. What is the best way for the church to give her the money without being penalized? RESOURCES MENTIONED:The Sound Mind Investing HandbookSoundMindInvesting.orgGoogle project sunroofCertified Kingdom Advisor 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 as well as American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community, and give as we expand our outreach. 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.

MoneyWise Live
10 Important Financial Moves for 2024

MoneyWise Live

Play Episode Listen Later Dec 19, 2023 43:00 Transcription Available


Only God knows what the future holds, but that doesn't mean we can't prepare for whatever may come. So, have you figured out what financial moves you need to make to be more prepared in 2024? On today's Faith & Finance Live, Mark Biller joins host Rob West to share some great suggestions you can use to shore up your finances. Then Rob will answer some calls and questions. See omnystudio.com/listener for privacy information.

say hola wealth
Financial Moves To Make Before The Year Ends.

say hola wealth

Play Episode Listen Later Dec 19, 2023 22:33


In Episode 94 , Luzy shares a list of financial moves you need to make before the year ends.  Luzy King is an award-winning Latina entrepreneur. She is a certified trauma-informed Financial & Business Coach, contributing author, Community Leader, and Founder of Say Hola Wealth. Luzy is on a mission to destigmatize the idea of wanting more money to help women build a legacy through stock market investing and entrepreneurship.    Join the waitlist for the next round of The Say Hola Wealth Academy. Doors open on January 4th, 2024.   Connect with Luzy Say Hola Wealth Website Follow Luzy on Instagram, Tiktok @sayholawealth, and on Linkedin.

Money Talks Radio Show - Atlanta, GA
Case Study: Year-End Financial Moves

Money Talks Radio Show - Atlanta, GA

Play Episode Listen Later Dec 12, 2023 10:37


Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associates Michael Griffin, CFP®, and Logan Daniel, CFP®, CRPC® to provide advice for a couple who are forced to tackle their year-end financial planning on their own—without an adviser to help. The experts highlight the main things that have a hard Dec. 31 deadline. Read the Article: https://www.henssler.com/seize-the-moment-essential-financial-steps-before-year-end 

Financial Straight Talk
Financial moves to make before 2024!

Financial Straight Talk

Play Episode Listen Later Nov 14, 2023 13:56


What moves should you be making financially before 2024? Jim Fox explains the importance of a year-end review and what it should cover. He also talks about the importance of creating a financial plan in retirement and how you can get started today! See omnystudio.com/listener for privacy information.

Today in Health IT
Newsday: Insights From Outside the Healthcare Industry and Smart Financial Moves with Laura O'Toole

Today in Health IT

Play Episode Listen Later Nov 6, 2023 26:30 Transcription Available


November 6, 2023: Laura O'Toole, CEO of SureTest, explores the transformative power of diversity in healthcare expertise. In this Newsday they consider the impacts of introducing non-traditional backgrounds into the healthcare realm, questioning the balance between overwhelming new entrants and harnessing their unique skill sets. The conversation naturally extends to the potential of AI in healthcare, challenging current structures like large Epic shops and urging a shift towards meaningful engagement and efficient workflows. The episode concludes with a call for financial courage and stewardship, urging leaders to discerningly invest in solutions with substantial returns by giving staff time to critically and creatively think. Laura and Bill's exchange encourages a reevaluation of healthcare's status quo, pushing for innovation, efficiency, and a bold embrace of change.Key Points:Diverse Expertise HiringAI task management Encouraging Creative SolutionsDecreasing Clinician WorkloadInvestment and Financial StewardshipNews Stories:2023 State of Healthcare Performance Improvement Report: Signs of Stabilization EmergeMammography Study: AI Software Predicts One-Third of Breast Cancer Cases Up to Two Years Prior to Diagnosis

It's a Sign: Your Daily Astrology Tip

Today's vibe is giving work hard, play hard. Hear how to use this energy for any big financial events you have coming up! Subscribe to It's a Sign: Your Daily Astrology Tip on the LiSTNR app to hear episodes first. For more tips, follow Astrologer Katherine Gillies on Instagram & TikTok, @moon__muse__ or visit moonmuse.com.au.See omnystudio.com/listener for privacy information.

Soloist Women
Top Financial Moves When You Hit 3 Revenue Milestones with Erica Goode, CPA

Soloist Women

Play Episode Listen Later Oct 12, 2023 45:54


Have you noticed how no one talks about what to do financially when your business hits certain milestones—and then you're left wondering what financial moves make the most sense? CPA Erica Goode is out to change that.We discuss:Building a solid financial base for your brand-new expertise business (and why it's OK to start with a spreadsheet).How shame around money can keep you from getting the help you need—and why you want to reach out anyway.The value of consistency—in paying yourself a salary, staying current with the IRS and starting to direct funds to the causes you care about.When to think about saving for short and long-term goals, including tax-advantaged retirement.Being aware of your money mindset and where you live on the SPEND to SAVE continuum.LINKSErica Goode | Guide For Coaches + Consultants | LinkedIn | InstagramRochelle Moulton Email List | LinkedIn | Twitter | InstagramGUEST BIOErica Goode, CPA is the host of the Coaches, Consultants, and Money podcast where she helps business owners get their money right. She also runs a virtual accounting firm supporting coaches and consultants with bookkeeping, tax planning, and CFO services. She's a former Director of Finance at Walgreens and started her career as an auditor at KPMG. Erica also loves avocados and a heavy dose of sarcasm. She lives with her two kids and fellow-CPA husband in the mountains of Idaho.BOOK A STRATEGY CALL WITH ROCHELLERESOURCES FOR SOLOISTS10 Ways To Grow Revenue As A Soloist (Without Working More Hours): most of us have been conditioned to work more when we want to grow revenue—but what if we just worked differently?The Soloist Women community: a place to connect with like-minded women (and join a channel dedicated to your revenue level).The Authority Code: How to Position, Monetize and Sell Your Expertise: equal parts bible, blueprint and bushido. How to think like, become—and remain—an authority.

Cleanse Heal Ignite
The Fall of Fiat, Financial Moves to make NOW & How Fear Kills your Health

Cleanse Heal Ignite

Play Episode Listen Later Oct 5, 2023 65:24


TAKE ACTION * Join Our VIP Mastermind Group for LIVE Weekly 1 on 1 Support: www.DianeKazer.com/VIP * HUGE CLEARANCE ON SUPPLEMENTS - up to 25% from October 1 to October 22 (my 45th birthday) … Get on my Email list to get the codes and downloads ;) … to do that, click the link below … * FREE Warrior Cleanse Module (also get on my email list): www.DianeKazer.com/FreeDetox —>  Full Moon Parasite Cleanse FREE Module: DianeKazer.com/FMCFreeModule —>  Book a call with Diane and the CHI Team: DianeKazer.com/call   IN THIS SHOW, I COVER: What Dr Seth and my thoughts and plan is for the 2 hour October 4 & 11 FEMA Emergency Broadcast System event from 220-440pm Eastern Time 50% of your Health Deteriorates due to this ONE thing…that most Western medicine AND Natural Health Experts aren't talking about Common Threads of Root Causes for Health Issues we are both seeing in our practice (that are 15-18 years ahead of their time) Currency Conspiracy? The Fake Finance system, the fall of fiat and how to protect (and grow) your wealth LINKS REFERENCED DURING THE SHOW: * DR. SETH GERLACH→https://www.drsethgerlach.com/ * RED ALERT WARNING: FEMA ZOMBIE 5G APOCALYPSE -- CALLENDER | VLIET: https://rumble.com/v3kgmyy-red-alert-warning-fema-zombie-5g-apocalypse-callender-vliet.html * Center for Death & Corruption (aka CDC) Zombie Preparedness Manual - https://web.archive.org/web/20171209084247/https://www.cdc.gov/phpr/zombie/index.html  

The Personal Finance Podcast
13 Financial Moves to Reduce Stress and Anxiety (Feel Calm About Money!)

The Personal Finance Podcast

Play Episode Listen Later Aug 16, 2023 48:41


In this episode of the Personal Finance Podcast, we are going to talk about the 13 Financial Moves that can help you reduce your stress and anxiety around money. How Andrew Can Help You:  Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here! Learn to invest by joining  Index Fund Pro! This is Andrew's course teaching you how to invest!  Watch The Master Money Youtube Channel!  Ask Andrew a question on Instagram or TikTok.  Learn how to get out of Debt by joining our Free Course  Leave Feedback or Episode Requests here.  Thanks to Our Amazing Sponsors for supporting The Personal Finance Podcast. Chime: Start your credit journey with Chime. Sign-up takes only two minutes and doesn't affect your credit score. Get started at chime.com/ Shopify: Shopify makes it so easy to sell. Sign up for a one-dollar-per-month trial period at  shopify.com/pfp Policygenius: This is where I got my term life insurance. Policygenius is made so easy. To get your term policy go to policygenius.com and make sure your loved ones are safe. Factor 75: Head to factormeals.com/pfp50 and use code pfp50 to get 50% off your first box. These are amazingly easy and nutritious meals. Delete Me: Go to joindeleteme.com/PFP and use promo code PFP you'll be able to save 20% off your DeleteMe subscription! Protect yourself online! Indeed: Start hiring NOW with a SEVENTY-FIVE DOLLAR SPONSORED JOB CREDIT to upgrade your job post at Indeed.com/personalfinance Monarch Money: Get an extended 30 day free trial at monarchmoney/pfp .  Links Mentioned in This Episode:  The Stairway to Wealth (Where to Put Your Money In Order!) The Stairway to Wealth 2.0 (The Order You Should Put Your Money in!) How to Protect Your Finances Online (And Prevent Getting Scammed!) Connect With Andrew on Social Media:  Instagram  TikTok Twitter  Master Money Website  Master Money Youtube Channel   Free Guides:   The Stairway to Wealth: The Order of Operations for your Money  How to Negotiate Your Salary  The 75 Day Money Challenge  Get out Of Debt Fast  Take the Money Personality Quiz Learn more about your ad choices. Visit megaphone.fm/adchoices