Podcasts about financial questions

In this episode of A Penny or Two for Your Thoughts, hosts Chantel Windeshausen and Liz Malmberg sit down with Dr. Jennifer A. Davidson—Associate Professor of Practice in Economics at the University of Nebraska–Lincoln and President of the Nebraska Council on Economic Education—to unpack the current economic landscape. Dr. Davidson describes the 2025 economy as “depressing,” citing declining GDP, volatile markets, and wavering consumer confidence. Despite the gloom, she offers practical advice on budgeting, saving, and maintaining mental wellness during uncertain times. From grocery hacks and subscription cuts to the “barbell approach” of balancing optimism with preparation, this episode delivers actionable insights for anyone navigating financial stress. When it comes to all things financial, there are often a lot of questions. Being two marketers and moms on a budget, we certainly have all the questions. That's why we're bringing in the subject matter experts to help educate us on all things financial and get their thoughts to help improve our financial wellness and the financial well-being of our communities. Join us for a few laughs, some great insights, and hopefully, a few tips you can take on your path to financial success. Visit us at our website: https://www.centrisfcu.org/a-penny-or... Listen to our Podcast on: Spotify: https://open.spotify.com/show/6Lf8gGY... Apple Podcasts: https://podcasts.apple.com/us/podcast... You can listen to the "Econ is Life" podcast on the following platforms: Apple Podcasts: https://podcasts.apple.com/us/podcast/econ-is-life/id1790066490 Spotify: https://open.spotify.com/show/5toHYz2k2fAC1ebEAvGpfd Buzzsprout: https://www.buzzsprout.com/2440742/episodes If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

On this week's Money Matters, Scott and Pat break down April's market shifts, explaining how volatility impacted portfolios and why long-term strategies were crucial. Plus, they explore how investors can align their financial decisions with their personal values. Finally, Scott and Pat answer listener questions, covering topics like optimizing life insurance and strategies for converting retirement accounts to Roth IRAs. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.  

CBS Business Analyst Jill Schlesinger joined Vineeta on The WCCO Morning News on Monday.

CBS Business Analyst Jill Schlesinger joined Vineeta on The WCCO Morning News on Monday.

Glenn Wiggle of 'The Financial Guys' joins the show to answer your financial questions in regard to the Trump tariffs. Whether it has to do with the markets or your personal investments, Glenn takes your call on everything pertaining to the Trump tariffs.

Join hosts Chantel Windeshausen and Liz Malmberg for a powerful new episode of A Penny or Two for Your Thoughts, where they welcome Deb Denbeck, President and CEO of Partnership for Kids, and Dawn Gonzales, Vice President of Community Relations at Centris Federal Credit Union. Together, they explore how financial literacy programs, such as Mad City Money, are transforming young lives and equipping students with lifelong financial skills through hands-on education and mentorship. The conversation covers everything from teaching budgeting and savings to students as young as sixth grade, to success stories of program graduates who have become doctors, lawyers, and community leaders. The episode also introduces Centris's new Financial Education Center, Enrich — an interactive, personalized tool to support financial wellness for all ages. If you're passionate about empowering youth through education, this is an episode you don't want to miss.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

In this episode of A Penny or Two for Your Thoughts (S3 E12), we dive into financial wellness, money management, and the power of empathy in finance with Andy Manthei, Change Cultivator at GreenPath Financial Wellness, and Brittany Piernicki, Learning and Development Specialist at Centris Federal Credit Union. We discuss why financial stress impacts mental and emotional well-being, how small steps can create long-term financial stability, and why empathy is crucial when helping others with money matters. Plus, we explore practical tools like Centris' Round-Up feature, savings strategies, and resources available to anyone looking to improve their financial future. Whether you're struggling with debt, looking to build savings, or simply want to feel more financially secure, this episode is packed with expert insights and actionable advice.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

In this exciting episode of A Penny or Two for Your Thoughts, join hosts Chantel and Liz as they dive into the world of RVs and camping with two special guests: Clint Ingalls, Finance Manager at Leach Campers, and Rick Seaman, Vice President of Indirect Lending at Centris. Discover the ins and outs of financing your dream camper, learn about the upcoming Omaha Boat, Sports, and Travel Show, and get insider tips on what to consider when purchasing an RV. Clint shares his memorable experience on Wheel of Fortune, while Rick discusses the unique partnership between Centris and Leach Campers. Whether you're a seasoned camper or a first-time buyer, this episode is packed with valuable insights and a few laughs along the way!If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!00:00 Welcome Back To A Penny Or Two For Your Thoughts!02:07 Introducing Special Guests: Clint Ingalls and Rick Seaman 03:55 Clint Ingalls' 'Wheel of Fortune' Experience 09:10 Previewing the 2025 Omaha Boat, Sports & Travel Show 14:28 Navigating RV Financing with Centris Federal Credit Union 19:16 Avoiding Common Mistakes When Purchasing a Camper/RV 20:52 Exploring Flexible Camper Financing Terms 21:19 Addressing Camper Maintenance and Service Concerns 21:31 Benefits of Mobile Mechanic Services for RV Owners 22:28 Discovering Luxury Features in Modern Campers 22:53 Part-Time vs. Full-Time RV Living: What You Need to Know 23:09 Selecting the Perfect Camper for Your Needs 24:33 Integrating E-Bikes and Maximizing Camper Storage 25:11 Highlights and Attractions at the Omaha RV Show 26:09 Understanding Different Classes of Drivable RVs 26:39 Vehicle Requirements for Towing Different Camper Types 28:20 Mastering the Art of Backing Up Your Camper 30:02 Latest Innovations in the 2025 RV Models 36:54 Exclusive Discounts and Offers at the RV Show 39:25 Conclusion and How to Contact the Experts

Send us a textWhat are the most Googled financial questions in America? In this episode of the Smarter Vet Financial Podcast, hosts Tom Seeko and CJ Burnett break down the top-searched money topics by state—revealing trends in student loans, mortgages, car loans, and retirement planning. They analyze what these searches say about financial habits, debt culture, and the growing need for financial literacy. Don't miss this eye-opening discussion that could change the way you think about money.Discover our book “Unleashed: The Financial Clarity Every Veterinarian Needs” Buy Now:  Book - Unleashed | Florida Veterinary AdvisorsExtra resources galore!Listen to more episodes: https://flveterinaryadvisors.com/smarter-vet-financial-podcast/Watch the no cost 5 part video course to review your finances and see where you could be doing better in your finances.5 Foundational Steps to Financial Balance Video Course-http://series.flvetadvisors.com/Find out what you could be overlooking within your practice by taking our brief assessmentTest My Personal Financial IQ-https://flveterinaryadvisors.com/personal-test/Sign up for a complimentary phone call to talk about how to get better use of all the cash inside your practice.Schedule a time-https://flveterinaryadvisors.com/contact-usCheck out our social media channelsFacebook-https://facebook.com/flvetadvisorsLinkedIn-https://linkedin.com/company/flvetadvisorsYouTube-https://www.youtube.com/channel/UCAK-PzGDIch3vzKiAjWVrQQ

Your ministry journey doesn't end at retirement—it's shaped by every financial choice along the way. From first sermons to your golden years, we're breaking down the key money moves to sustain your ministry and secure your future. Preach well, plan smart. CREDITS: The Reach Australia Podcast is brought to you by ⁠⁠⁠⁠Reach Australia⁠⁠⁠⁠ To pray for Reach Australia, join our ⁠⁠⁠⁠WhatsApp Group⁠⁠⁠⁠. For ideas or questions please email ⁠⁠⁠⁠resources@reachaustralia.com.au⁠⁠⁠⁠ To support the Reach Australia Online Library head ⁠⁠⁠⁠here⁠⁠⁠⁠.

In this episode, Emily interviews Gauri Patel, a first-year grad student in biomedical engineering at the University of Texas at Austin. Gauri is on an F-1 visa, but she has lived in the US for over 10 years. The financial questions Gauri has encountered are different from those typically asked by both US citizens and new international students. Gauri and Emily discuss bank accounts, retirement accounts, tax reporting, and the cost of immigrating to the US.

Financial Stress: What Causes It, and How Do We Fix It? | The Mills Knows Bills Podcast | Episode 35, Season 4 Link to video podcast episode: https://youtu.be/D7V0md9U_Mk Welcome to The Mills Knows Bills Podcast! Host Mills Bender, founder and CEO of MKB, discusses strategies for business owners and variable income earners to manage their finances effectively. Let's get to those burning financial questions! In this episode of the MKB Podcast, Mills addresses common financial stresses faced by blue collar business owners, with a focus on cash flow management. She discusses the root causes of financial stress, short-term fixes such as cutting expenses and collecting overdue receivables, and long-term strategies like negotiating vendor prices, raising prices strategically, and improving team efficiency. Tune in to learn how to master your money, maintain a steady cash flow, and turn your business into a profitable asset. Do you have your own burning financial question for Mills or the MKB team? Email: info@MillsKnowsBills.com Website: https://MillsKnowsBills.com Instagram: https://instagram.com/@millsknowsbills LinkedIn: https://www.linkedin.com/company/mills-knows-bills Subscribe to the MKB YouTube channel for the latest: https://youtube.com/@MillsKnowsBills 00:00 Introduction to Mills Knows Bills 00:53 Welcome Back: Addressing Business Owners' Financial Questions 01:22 Tackling Financial Stress for Blue Collar Business Owners 03:43 Common Cash Flow Mistakes and Solutions 06:59 Strategies for Maintaining Profitability Without Raising Prices 08:48 Conclusion and How to Get Help from Mills Knows Bills #financialpodcast #millsknowsbills #podcast #mkb #entrepreneurialfinance #bluecollar #smallbusiness #variableincome

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A Look Back at 2024 Description: Chantel, Liz and Kahm sit down and chat about all of the great podcast episodes and insights gathered from this past year. From their discussions around mortgages, insurance, and cybersecurity to the Centris Grant program and budgeting, they covered a lot in this past year. Not to mention, won an award in education for their podcast.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

We chatted with two of our Centris experts — Kerry Duff, digital lending specialist, and Kyle Bonin, lead financial services representative — about setting up a budget, managing it, and how to stick with it. They work with our members every day to help them reach their financial goals and share some great insights in this episode on all things budgeting … and ice cream. If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

Dr. Boyce Watkins is a Finance PhD and founder of The Black Business School, dedicated to teaching wealth-building strategies tailored to the Black community. Known for his book *The 10 Commandments of Black Economic Power*, Dr. Watkins has helped millions through his engaging courses and practical guidance on investing and building generational wealth. He also hosts two popular podcasts, Dr. Boyce Daily and The Dr. Boyce Breakdown, where he dives into finance and social issues affecting Black communities. To learn more, visit [BoyceWatkins.com](http://boycewatkins.com), and to get his free AI stock picks, text "Stock" to 87948.

We had the wonderful opportunity to chat with two guests — PK Kopun, mortgage loan originator at Centris and Diane Cruz, assistant vice president, retail financial services — who have recently had amazing accomplishments. PK won mortgage professional of the year and Diane graduated with her master's degree in organizational performance. They discuss how they juggled family, work and everything in between to achieve their goals.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

Send us a textAs teachers, we often say, "there is no such thing as a dumb question"...unfortunately, many Americans are struggling financially and don't ask for help.  In this episode, we look at some of the basic questions Americans don't ask but should. 

Travis answers financial questions from storm damage deductions to Roth conversions and more!

Travis answers financial questions from storm damage deductions to Roth conversions and more!

Send us a textIn this week's episode, I answer financial questions for middle school students.1.  "Does everyone need a budget?".... Everyone needs a budget to make sure you have more money coming in versus going out.2.  "How do I make money now?".... Odd jobs, tutoring, mowing lawns, dog walking, car washer, yard work, assistant, etc.  3.  "What leads to making more money later?".... More education--college, trade, certifications, etc.4.  "How do you do your taxes?".... Defer to a professional like a CPA or accountant.  There is online software, but you have to be aware of the limitations pertaining to your situation.5.  "How do I stay out of debt?".... Use a budget.There are more really good questions on the podcast.Tips1.  Always pay yourself first2.  Always use a budget3.  Money in should be greater than money outMore tips on the podcast.Here are some resources I referenced on this episode: - 7 best budgeting apps for college graduates  https://www.walturn.com/insights/7-best-money-management-apps-for-college-students- Best Budgets Apps for Teens  https://www.allcards.com/best-money-apps-for-kids-and-teens/Cheers and see you next week!#kidsandmoney #personalfinance #financialLiteracy #money #finance #financialplanningSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

The 7 Financial Questions You Need to Answer with Richard Bond   Welcome to another insightful episode of The Profit Answer Man! Today, we are joined by Richard Bond, founder of Bond & Company, a boutique financial recruiting firm specializing in treasury finance and pricing. With over 35 years of experience, Richard has worked with major corporations and small businesses alike, offering invaluable insights into the challenges and strategies around recruiting the right financial talent. In this episode, Richard shares his unique perspective on how finance professionals can have a transformative impact on businesses, especially small to mid-sized companies that are often under-resourced in their finance departments. In this episode, you will learn: The Importance of Hiring the Right Finance Person: Richard explains why having the right financial professional can make or break a business. He also discusses how to identify whether your business needs to upgrade its finance team. Overcoming the Fear of Finance: Many business owners shy away from diving into their financials, but Richard offers simple strategies to help them conquer this fear and gain more control over their financial outcomes. 7 Key Questions to Ask Yourself: Learn about the seven critical questions Richard developed to help business owners assess their financial health quickly and effectively. Answering these will give you immediate insights into whether your business needs a stronger financial foundation. Key Takeaways: Small Companies, Big Impact: Richard emphasizes that small businesses can see dramatic improvements by hiring the right financial professionals, who can help streamline operations, reduce costs, and increase profitability. Fear of Firing the Controller: Many business owners are hesitant to make changes in their finance department out of fear, but Richard reassures that with proper guidance, these transitions can be smooth and lead to better financial stability. Finance as a Business Driver: Rather than seeing finance as just a back-office function, Richard advocates for making it a core part of strategic decision-making in your business. Bio: Richard Bond founded Bond & Company in 1986, and over the last 35 years, the firm has specialized in recruiting for treasury finance and pricing roles. Initially working with large entities like PepsiCo and PwC, Bond has recently focused on smaller companies, providing them with the financial expertise they need to grow. He holds an undergraduate degree from Lehigh University and an MBA from Wharton. Before transitioning into recruiting, he successfully doubled sales and profits in his family business. Richard currently resides in Pennsylvania and volunteers with The Acceleration Project, assisting small businesses with their financial strategies​​. Conclusion: If you're a business owner looking to take control of your finances, this episode offers valuable insights into the power of having the right financial talent on your team. Richard Bond's experience and practical advice provide actionable steps that can help you hire smarter, strengthen your financial position, and ultimately, improve your business's bottom line. Tune in, take notes, and see how these tips can transform your approach to financial management.   Links: https://bondandcompany.com/ https://www.linkedin.com/in/richardrbond/     Hi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com Relay Bank (affiliate link) - https://relayfi.com/?referralcode=profitcomesfirst  Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Profit First Toolkit: click here to sign up Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs. #profitfirst

Disclaimer: We are not professionals. This podcast is opinioned based and from life experience. This is for entertainment purposes only. Opinions helped by our guests may not reflect our own. But we love a good conversation.Become a supporter of this podcast: https://www.spreaker.com/podcast/2-be-better--5828421/support.

International Credit Union Day is a day to raise awareness about the tremendous work that credit unions and other financial cooperatives are doing around the world. Our CEO and president, Steve Swanstrom, and our executive vice president and CFO, Tom Huston, joined us on the podcast to chat about the importance of the credit union movement during an election year, the impacts an election year has on the financial industry and what steps we can take to be financially prepared no matter what the outcome. If you'd like to support the ongoing advocacy efforts for credit unions, visit americascreditunions.org and click the Advocacy tabIf you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

I was super excited for an inspiring chat with PreMed Student, Sophia Donovan.  Sophia also happens to be my Goddaughter.  We talk about things like....What makes sense financially...traveling abroad or staying stateside for an internship or residency?What makes sense financially....attending an expensive top tier med school or a modest well established med school?We also talk about finances applicable to any college student...budgets, how much to spend on what and how to save.As Sophia aspires to attend med school, I am including her email address to help with any access she so deserves.  sophia.l.donovan@gmail.comSophia, thank you for always inspiring me to be the best version of myself.  #medschool #premed #personalfinance #financialLiteracy #money #finance #financialplanningSupport the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.

We had the pleasure of sitting down and chatting with our manager of learning and development, Robin Fredieu and our senior learning and development specialist, Brittney Welch, to talk about how people can enhance their skills and grow in their careers with learning and development opportunities.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

Remember the thrill of shaking a Magic 8 Ball to get answers to your childhood questions? Would we ace that math test? Would we be famous someday? Well, today, we're bringing a bit of that magic back. But instead of asking about pop quizzes and playground crushes, we're turning to the Magic 8 Ball for advice on something much more important: your retirement planning! What would the Magic 8 Ball have to say about these common retirement questions if it had the wisdom of a financial advisor?   Here's what we discuss in this episode: 0:00 – Intro 2:00 – Never too early to start saving 5:12 – Is 1 million enough? 8:15 – Can I rely on Social Security? 10:24 – Multiple sources of retirement income 11:48 – Fewer retirement expenses? 14:58 – Future tax laws   For more, visit us online at https://retirementelevatedpodcast.com/   Watch the show on YouTube: https://youtu.be/EMwDg_zQhmg 

Pastor Jeff Johnson is leading a study of Matthew right now, and today we return to chapter 22 asking and answering some financial questions! We don't always see eye to eye with the government but we're still to pray for those in authority and pay our taxes. We're to be good citizens. But are there times when we are to say no to what the government tells us to do? Find out today. To support this ministry financially, visit: https://www.oneplace.com/donate/621/29

We're on an incredible journey through Matthew's gospel, and today we return to chapter twenty-two. In verses 15-22 the Pharisees and Herodians are up to no good, attempting to trap Jesus yet again. But Jesus saw right through it! Through this exchange we'll be addressing some financial questions, like what does the Bible say about paying taxes? To support this ministry financially, visit: https://www.oneplace.com/donate/621/29

Whether you're engaged, recently married or celebrating a decade as husband and wife, talking about money with your spouse is something you're probably scared to do. But it's the key to developing healthy money management habits as a couple and winning with money in your marriage. Unfortunately, many couples wait to talk about money until there's a big decision to make or they face conflict. And that only makes the decision and conversation hard(er). In this week's solo episode, Austin shares 3 questions that every couple needs to ask each other to make sure they are on the same page and are ready to achieve financial success together. Ready to take the next step in gaining control of your money? 1.⁠ Discover the 5 budget categories you need to be in control of your money⁠⁠ 2.⁠ ⁠Save Your Seat for my FREE masterclass “Financial Freedom Blueprint” here⁠⁠ Or 3. Schedule a⁠ ⁠FREE Discovery Call⁠⁠ to determine if you would benefit from 1:1 coaching

We had the privilege of chatting with Dawn Gonzales, Vice President of Community Relations at Centris and Lee Denker, Executive Director with the Papillion LaVista Community School Foundation and one of nine grant recipients from the 2023 Centris Community Grant Program, about the amazing impacts grant programs can have on our communities. The Centris 2024 Community Grant Program is accepting applications from Aug. 19, 2024 through Aug. 31, 2024. Click here for more details: https://www.centrisfcu.org/centrisgrantapplication/If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

In this episode of Financial Safari, Coach Pete and his team discuss the current economic landscape, focusing on interest rates, inflation, and the importance of retirement planning. They emphasize the need for an exit strategy in financial planning and the significance of safe money strategies to ensure a secure retirement. The conversation highlights the challenges faced by everyday consumers in navigating the financial world and offers insights into effective financial management. In this conversation, the hosts discuss various aspects of retirement planning, emphasizing the importance of building a solid financial foundation, understanding inflation, and navigating investment risks. They highlight the need for education in financial planning and the significance of having a fiduciary advisor who prioritizes the client's needs over commissions. The discussion also addresses common financial questions and concerns, providing insights into effective strategies for achieving financial security in retirement.See omnystudio.com/listener for privacy information.

Today, we're tackling some real-life financial questions that many of us face. From considering Roth options for minimizing future taxes, to deciding whether to sell stock to fund education costs, or even using retirement savings to start a business—these are decisions that need thoughtful consideration. Plus, we'll discuss how to handle an inherited IRA and make it work in your favor.   Important Links: Website: https://www.cpweldegroup.com/ Call: 610-388-7705   Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

We sat down with our benefits administrator, Chrissy Cunningham and our marketing specialist, Megan Steiner to discuss the different ways you can save for vacation, the different phases in life we're in and the different lifestyles we all have that can impact a vacation. We also chatted about ideas for budget-friendly vacations and the importance of using your PTO to unplug and reset your mind and body. If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

About the Episode:  In this episode, join Joe and his cohost Megan as they discuss common personal finance tips, are they effective or just overhyped?! Resources: FULLY FUNDED LIFEFREE Financial Tools Related Podcast Episodes: Episode 303: 10 Personal Finance Tips To Save Money Every Month Episode 296: Budgeting Myths DEBUNKEDEpisode 275: I Have Had ENOUGHEpisode 252: The Importance of CoachingEpisode 216: 4 Stewardship Habits You Could Start TodayEpisode 210: Generational Generosity Email info@iwbnin.com to ask questions or share success stories.

Our Centris records manager, Danielle Ferguson, answered all of our questions about auto, homeowners and life insurance and chatted with us about the importance of having each of them. Please note, Centris Federal Credit Union does not sell the products being discussed in this episode. The podcast is for educational purposes only. If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

Welcome to A Life Well-Lived, the podcast that guides you through the complexities of growing, preserving, and transferring your wealth. Join Ken Ouellette, CPM Certified Portfolio Manager and founder of Orca Wealth Management, as he shares his three decades of experience to help you navigate life's financial challenges with clarity and confidence.In today's episode, Ken tackles the top ten questions he gets asked as a financial advisor, providing invaluable insights and practical advice to help you secure your financial future.In This Episode, You'll Learn:The Fundamentals of Wealth Management: Understanding the essential goals needed to build, preserve, and transfer your wealth.The 60/40 Portfolio Debate: Insights into the strengths and weaknesses of this classic investment strategy.The Importance of a Financial Advisor: Why having a professional on your side can significantly impact your financial success.Understanding Fiduciary Duty: What it means to be a fiduciary and why it's crucial for your financial advisor to have this commitment.Advisor Compensation Explained: The various ways financial advisors get paid and what aligns best with your interests.Ken also shares real-life examples of how proper financial planning can make a significant difference, especially as you approach retirement.Why You Should Listen:Expert Insights: Gain wisdom from Ken's extensive experience and deep understanding of the financial markets.Practical Advice: Learn actionable steps you can take today to improve your financial situation.Clarity and Confidence: Understand complex financial concepts in simple terms.Real-Life Applications: Hear how others have navigated financial challenges and achieved their goals.Tune in to this episode of A Life Well-Lived and empower yourself with the knowledge to make informed financial decisions. Don't miss out on Ken's expert advice that could change your financial future for the better!

Welcome to another insightful episode of the Jake and Gino podcast! In this week's episode, Gino Barbaro, one of the co-founders of Jake and Gino, dives deep into the essential questions that limited partners (LPs) need to ask general partners (GPs) when evaluating multifamily investment opportunities. This episode is crucial for both passive investors and those raising capital.Episode Highlights:Key Questions for Limited Partners:Requesting T12s and Rent Rolls:Understand why it's vital to get the actual T12s and rent rolls, not just projections.Learn how to analyze patterns in income and expenses to gauge property performance.Evaluating Lease Exposure and Rent Balances:Discover the importance of assessing lease exposure and outstanding balances on the rent roll.Learn to identify potential issues with month-to-month leases and delinquent tenants.Capital Expenditures and Budgeting:Why it's critical to review the general partner's budget for capital expenditures.Tips for assessing if the estimated amount for repairs and replacements is adequate.Market Rent Analysis:How to verify the GP's projected market rents using resources like apartments.com.Understanding the implications of overestimating rent projections.Occupancy Rates:Differentiate between physical and economic occupancy.Understand the significance of occupancy rates for financing and deal stability.Operating Expenses:Importance of drilling down into all components of operating expenses.Learn how to compare projected expenses with market standards to avoid underestimation.Net Operating Income (NOI) and Debt Service:Assessing the current and projected NOI to ensure realistic projections.Understanding the structure and terms of the debt service to avoid risks related to short-term bridge financing.Additional Resources:Passive Investor Pro Program: Learn how to invest confidently as a limited partner with coaching calls and boot camps exclusive to the Jake and Gino community. Learn MoreApply to Work with Us: Interested in multifamily investing? Apply to work with Jake and Gino. Apply Here We're here to help create multifamily entrepreneurs... Here's how: Brand New? Start Here: https://jakeandgino.mykajabi.com/free-wheelbarrowprofits Want To Get Into Multifamily Real Estate Or Scale Your Current Portfolio Faster? Apply to join our PREMIER MULTIFAMILY INVESTING COMMUNITY & MENTORSHIP PROGRAM. (*Note: Our community is not for beginner investors)

We had the pleasure of chatting with two guests from Centris Federal Credit Union, Ash Goodsell, fraud investigator/analyst and Rich Courtright, lead information security engineer about the uptick in cybersecurity scams and frauds, the different types that are impacting people and businesses and the ways you can help protect yourself and your business. If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

Networking can be incredibly valuable for you both professionally and personally. Becky Pacal, financial sales manager II at our Dodge branch and Robert Ahrens, financial sales manager II for our Council Bluffs branches sat down and talked to us about their experience with networking and provided great insights on how to get started, how to maintain and nurture your network of connections over time and how to balance the giving and receiving within your network. If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

In this episode of the Mills Knows Bills podcast, host Mills Bender, founder and CEO of Mills Knows Bills, interviews Shawn Lane, CEO and founder of FRS Credit, a credit repair company. They discuss strategies for people with variable incomes to manage their money effectively, focusing on paying off credit card debt and investing for retirement concurrently. Shawn asks Mills if those buried in credit card debt should still invest for retirement, given the high interest rates on such debts. Mills advocates a balanced approach to managing debts, savings, and investments simultaneously. He explains the debt stacking method for paying off debts and stresses the importance of having an emergency fund and investing early for retirement. Shawn shares insights into his ideal clients - people motivated to improve their credit scores for significant life purchases, and emphasizes the importance of proactively monitoring and managing credit. The episode wraps up with contact information for FRS Credit for those interested in seeking credit repair services or advice. If you enjoyed this content, please like and share, and subscribe for the latest! https://www.youtube.com/@MillsKnowsBills For more information, please visit https://www.millsknowsbills.com 00:00 Welcome to the Mills Knows Bills Podcast: Mastering Your Money 00:53 Special Guest Shawn Lane: Tackling Credit Repair and Financial Questions 02:05 Investing vs. Paying Off Credit Card Debt: An In-Depth Discussion 04:01 Strategies for Debt Payoff and Financial Planning 07:47 Exploring Options for High Credit Card Debt Holders 11:41 The Ideal Client for Credit Repair Services 14:05 Proactive Credit Monitoring and Improvement Tips 16:19 How to Contact Sean for Credit Analysis and Advice 17:58 Closing Thoughts and Resources for Financial Growth

We had fun chatting with Brian Beard, our AVP, mortgage production, learning all about mortgage loans and gaining a better understanding of common terms used in the mortgage industry. To remove your name from the trigger leads list when applying for a mortgage, visit optoutprescreen.com.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

With Valentine's Day coming up tomorrow, it's a good opportunity to give couples advice on how to avoid one of the most common things we fight over - money differences. Also today - Assumable mortgages allow qualifiers to potentially buy a house with one of the great rates that existed over the past few years. There's a new site to help you find those homes for sale.  Couples & Money: Segment 1 Ask Clark: Segment 2 Assumable Mortgage Resource: Segment 3 Ask Clark: Segment 4 Mentioned on the show: NYTimes.com: Financial Questions to Discuss Before Moving In With Your Partner New Love for Older Adults: Don't Make the Same Financial Mistakes 42% of Adults Have Committed Financial Infidelity. Have You? 10 Steps for Having Better Money Conversations With Your Spouse What is an LLC? Limited Liability Company Structure and Benefits Defined What Is Umbrella Insurance and Do You Need It? Best 529 College Savings Plans By State Rollovers From a 529 Plan to Roth IRA: What to Know Assumable Mortgage: What It Is, How It Works, Types, Pros and Cons A back door to a 3% mortgage rate? This startup has a plan to unlock housing market affordability  What's Clark's Opinion on the Greenlight Prepaid Debit Card for Kids? Cruises - Clark.com / Costco Travel: 5 Things To Know Before You Book Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Chantel and Liz reminisce with their producer, Kahm, about all the great guests, amazing knowledge that was shared and funny moments from the episodes in 2023.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

To help listeners prepare for the New Year, we sat down with Eric Gustafson, a certified financial planner professional with Gustafson Wealth Consultants of Raymond James, to talk about a financial checklist that can help people track and reach their financial goals. Raymond James & Associates, Inc., member New York Stock Exchange/ SIPC Any Opinions are those of the author and not necessarily those of Raymond James. This material is being provided for informational purposes only and is not a complete description, nor is it a recommendation. The information is educational and is not tailored to the investment needs of any specific investor. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Past Performance is not indicative of future results. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.If you have any questions you would like us to ask our Subject Matter Experts, send them our way to apennyforyourthoughts@centrisfcu.orgFollow Centris on Social!Facebook | Instagram | Twitter | LinkedInThis is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

Welcome to another insightful episode of The Candy Valentino Show, where we answer your burning questions about building and protecting your wealth. In this episode, Candy discusses the benefits of trusts, the current state of the real estate market, and essential considerations for retirement planning.Episode Breakdown:00:00 - Introduction00:32 - Understanding Trusts: Irrevocable vs. Revocable01:21 - Five Reasons to Consider a Trust03:06 - Charitable Remainder Trusts Explained03:51 - Is It a Good Time to Buy a Home?07:11 - Preparing for Retirement: Three Key Steps09:55 - The Impact of Lifestyle on RetirementDon't forget to subscribe for more valuable insights and leave us a review!

About the Episode:  In this episode, we're going to focus on discussing the importance of credit reports and how they impact your financial life.  Resources:  FULLY FUNDED LIFEIWBNIN LadderAnnual Credit Report Related Monday Money Tip Podcast Episodes: Episode 266: Debt Free & Organized!Episode 228: Should Kids Have Credit Cards?Episode 214: You Asked For It: Credit Cards & Credit ScoresEpisode 169: How To Fix Bad Credit? Email info@iwbnin.com to ask questions or share success stories.  

In this insightful episode of Protect Your Assets, The Sandman discusses a topic that many find challenging yet essential: talking about finances and long-term care plans with independent parents. This episode will help equip you with the tools and strategies to initiate this dialogue with sensitivity and respect, ensuring you don't come across as greedy or intrusive, yet are not caught off-guard by future responsibilities. Listen as The Sandman explores the nuances of this delicate subject, offering guidance and support to make these discussions as smooth and constructive as possible.  You can send your questions to questions@pyaradio.com for a chance to be answered on air.   Catch up on past episodes: http://pyaradio.com     Liberty Group website: https://libertygroupllc.com/    Attend an event: www.pyaevents.com   Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/  See omnystudio.com/listener for privacy information.

There is no gatekeeping on The Journey Podcast! You asked and Morgan delivered. In this episode, Morgan's joined by her renowned wealth manager, Adam Katz, to give us a crash course on managing your money like a pro! Around here we're aiming for a wealthy life, not just a rich one.   Adam shares all the behind-the-scenes secrets, and Morgan shares her personal experience of building her wealth and how she ended up hiring him as her wealth manager.   We'll dive into the fascinating world of time autonomy and uncover how successful entrepreneurs and people use their businesses and investments to create wealth that lasts for generations. Whether you're just starting your business or a high earner ready to take your wealth to the next level! Get ready to level up your financial game.   Key Topics Covered: Morgan's path to wealth and how she leveraged multiple businesses to create her wealthy life. The two types of approaches you'll find when looking for wealth advisors, and which type is right for you. Adam's tips and recommendations to getting the most out of your wealth! Morgan and Adam share when you should begin hiring and seeking professional help for financial goals as well as how to find your perfect team of advisors aligned for your needs and values Then, they're answering YOUR burning wealth questions!   If you enjoyed this episode, please consider rating and reviewing the show. Your feedback helps support more people in achieving the personal and professional life they desire. Click here to rate with five stars and write a review, letting us know what you loved most about this episode!   Be sure to follow the podcast to catch all the new episodes. We release new content every week, and by following, you won't miss out on valuable insights and discussions. Click the follow button now!   We'd love to hear your thoughts on this episode. Connect with us on social media and share your experiences and key takeaways using the hashtag #WealthManagementWisdom. Let's continue the conversation and support one another in building generational wealth.