Podcasts about Financial security

Today, I'm sharing an article I wrote where I give a practical financial overview and is a personal finance cheat sheet for anyone feeling overwhelmed with their finances and taxes.   Listen to this episode to get some finance tips to help you feel more secure as an entrepreneur when it comes to your money.   Also mentioned in today's episode: 02:50  Understanding the Emotional Impact of Money 06:06  Basic Steps to Avoid Financial Disaster 08:55  Debt Management Strategies 12:37  Saving and Investing for the Future 15:52  Empowerment Through Financial Knowledge   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences. Links: My #1 Tip to Make Your Kid a Millionaire Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Link to pre-order my workbook, Taxes for Humans: The Workbook Get your free visual guide to tax deductions Check out my program, Money Bootcamp  

Today, Janice is joined by Zach Buchwald, chairman and CEO of Russell Investments, a leading global investments solutions partner with approximately $332 billion in assets in under management. Zach dives into the challenges of financial security and retirement, and discusses his changing responsibilities for driving the firm's global business strategy, while fostering a culture of integrity and excellence. Tags: financial, security, retirement, janice, ellig, zach, buchwald, ceo, russell, investments, leader, strategy 

In this episode of Beer and Money, Ryan Burklo, Alex Collins, and Mark SanGiacomo delve into the complexities of life insurance, discussing its various types, the importance of income replacement, and how to determine the right amount of coverage. They explore the differences between term and permanent insurance, including whole life and universal life policies, emphasizing the need for personalized financial planning. The conversation highlights the significance of understanding insurance products, their benefits, and potential drawbacks, ultimately guiding listeners towards making informed decisions about their financial security. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Life insurance is primarily about income replacement. Determining the right amount of insurance is crucial. Your most valuable asset is yourself and your income. Life insurance should fit into a broader financial plan. There are two main types of life insurance: term and permanent. Universal life insurance offers flexibility but has growing costs. Whole life insurance provides guarantees and stability. Policy dividends can enhance whole life policies but are not guaranteed. Understanding the terms of your policy is essential for long-term planning. Consulting with a financial professional is vital for making informed decisions. Chapters 00:00 Introduction to Life Insurance Types 02:52 Understanding Income Replacement and Coverage Needs 05:57 Exploring Life Insurance Products: Term vs. Permanent 08:50 Diving Deeper into Universal Life Insurance 12:00 Understanding Whole Life Insurance 15:06 Comparing Universal Life and Whole Life Insurance 18:00 The Importance of Professional Guidance in Life Insurance 21:03 Final Thoughts on Life Insurance Strategies  

Money can either strengthen or strain a relationship. It all comes down to how you talk about it. In this week's episode of The Money and Investing Show, Andrew Baxter and co-host Mitch break down how couples can manage spending and saving together without it turning into a fight. Drawing from personal stories and client experiences, the episode covers how to handle financial differences, build shared money goals, and approach tough conversations around trust and budgeting. Whether one of you is a spender or the other is a saver, this episode offers clear ways to stay aligned. Tune in for real-life insights and simple actions you can apply right away. Plus, don't miss the Ask Andrew segment. It's your chance to get personal finance questions answered in future episodes. Subscribe to our Channel: https://www.youtube.com/channel/UCfmaldKMEUc5qXeIQ7zEBeA?sub_confirmation=1  FREE Online Training with Andrew Baxter: https://bit.ly/cod-online   Subscribe to Money and Investing Podcast: http://www.moneyandinvesting.com.au/  The Wealth Playbook: Your Ultimate Guide to Financial Security: https://www.wealthplaybook.com.au/  The Wealth Playbook on Audible: https://www.audible.com.au/pd/The-Wealth-Playbook-Audiobook/B0CXYYWZTB?qid=1711282387  

Are all your eggs in one basket? In this episode of the Child Care Genius Podcast, Brian Duprey wraps up a four-part finance series with practical advice on diversifying your child care business income.   From opening multiple locations to exploring real estate, Brian shares real-world strategies for reducing risk and creating long-term financial security. Learn how letting go of perfection and embracing delegation can open the door to expansion and greater impact.   Tune in for tips you can apply right away—and find out how you could gain a million dollars' worth of knowledge at the upcoming Financial Leverage Conference in Mexico this September!     Mentioned in this episode:   GET TICKETS to the Child Care Genius LEVERAGE Conference:  https://childcaregenius.com/leverage/   Need help with your child care marketing? Reach out! At Child Care Genius Marketing we offer website development, hosting, and security, Google Ads creation and management, done for you social media content and ads management. If you'd rather do it yourself, we also have the Genius Box, which is a monthly subscription chock full of social media & blog content, as well as a new monthly lead magnet every month! Learn more at Child Care Genius Marketing. https://childcaregenius.com/marketing-solutions/  Schedule a no obligation call to learn more about how we can partner together to ignite your marketing efforts. If you need help in your child care business, consider joining our coaching programs at Child Care Genius University. Learn More Here. https://childcaregenius.com/university     Connect with us:  Child Care Genius Website Like us on Facebook Join our Owners Only Private Mastermind Group on Facebook    Join our Child Care Mindset Facebook Group Follow Us on Instagram Connect with us on LinkedIn Subscribe to our YouTube Channel Buy our Books Check out our Free Resources

In this podcast, Abe discusses modern retirement solutions, emphasizing the importance of planning and staying engaged during retirement. Insights from former NFL quarterback Warren Moon highlight the value of exploring different activities and income streams before fully retiring. The discussion also covers the evolving nature of retirement, with many individuals opting for part-time work or side hustles. Additionally, the conversation addresses key retirement risks and the necessity of having stable income sources to ensure a secure and fulfilling retirement. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

What if you’re missing out on thousands in Social Security benefits—and don’t even know it? In this episode, Brandon Bowen shares a real-life story of a client who unknowingly filed for $300 a month when she was eligible for $1,500. He breaks down the critical rules around spousal benefits, filing strategies, and how to build a retirement income plan that doesn’t rely solely on Social Security. Whether you’re in your 40s or 60s, this episode will help you rethink how to protect and grow your income for the long haul. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What if your biggest retirement mistake isn’t financial—but mental? In this episode, Abe Abich unpacks why so many Americans dream about retirement but fail to plan for it. From budgeting for passions like golf and travel to building a lifestyle plan that evolves with you, Abe explores how to retire with purpose—not just a portfolio. Plus, insights from a Lincoln Financial study and tips on avoiding regret in your go-go years. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

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What if your salon could be known for more than just great hair? In this heart filled episode, we sit down with Nicki from Salon Purpose. A salon owner who built her entire business model around kindness, integrity and impact.From starting in a 15 square metre backyard salon to leading a 19 staff team and raising over $100,000 through her “With Love” campaign, Nicki shares how purpose has shaped every decision she's made. And why that purpose is her biggest accountability.She opens up about the fears she had around numbers, how she only works one day a week on the floor, and why your legacy isn't built in the big moments, but in the small ones. Whether you're solo or managing a team, this episode will inspire you to lead with your heart, without losing sight of the numbers.

In this week's episode of the Money and Investing Show, Andrew Baxter and Mitch unpack the key red flags in the market to watch, especially as valuations become stretched and volatility drops. They explain how to spot signs of overvalued companies, avoid common traps, and apply risk management strategies that help protect your portfolio during uncertain times. From PE ratios to market sentiment, this episode gives you a clearer view of what to watch when investing in today's market. Whether you're actively investing or just watching from the sidelines, this episode will give you the confidence to make better investment decisions based on real data, not emotion. Subscribe to our Channel: https://www.youtube.com/channel/UCfmaldKMEUc5qXeIQ7zEBeA?sub_confirmation=1  FREE Online Training with Andrew Baxter: https://bit.ly/cod-online   Subscribe to Money and Investing Podcast: http://www.moneyandinvesting.com.au/  The Wealth Playbook: Your Ultimate Guide to Financial Security: https://www.wealthplaybook.com.au/  The Wealth Playbook on Audible: https://www.audible.com.au/pd/The-Wealth-Playbook-Audiobook/B0CXYYWZTB?qid=1711282387  

Tripp Limehouse and Steve Sedahl discuss the essential elements of retirement planning, emphasizing the importance of intentionality and strategic planning. They explore various topics including the significance of having a clear vision for retirement, the impact of taxes, and the necessity of income and distribution strategies. The conversation also highlights the upcoming 'Baby Boomer Dilemma' movie event and addresses listener questions regarding 401k withdrawals and Roth conversions. Overall, the episode serves as a comprehensive guide for individuals preparing for retirement, encouraging proactive planning and informed decision-making. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

In this inspiring Member Spotlight, Christian Rodwell talks to Bimbi Fernando, a transplant surgeon who joined WealthBuilders Academy in February 2021. Bimbi shares his journey from financial insecurity during the COVID-19 pandemic to achieving financial independence in 2024. He discusses the catalysts for change, the asset classes he focused on, the importance of education and community, and how he's now using his experience to build a purposeful legacy.Key Topics CoveredCatalyst for Change: How the COVID-19 pandemic and personal experiences highlighted the need for financial security and protection for loved ones.Choosing WealthBuilders: The journey from property education to discovering the WealthBuilders community, and the support received from Kevin Whelan and Christian Rodwell.Financial Independence Roadmap:Moving from financial insecurity (despite a well-paid job and existing properties) to security and then independence.Leveraging property, investments, and innovative financial tools (e.g., Director's Loan ISA) to build multiple streams of recurring income.Education and Support:The crucial role of education in understanding and managing risk.Value of coaching and accountability—special mention to Bimbi's Wealth Coach, Manish Kataria and the WealthBuilders community.Protection and Legacy:Revisiting wills, setting up trusts and powers of attorney to protect family and assets.Vision for purposeful retirement and building an “Institute of Kindness” to make a wider impact. Practical TakeawaysStart with Education:Don't underestimate the value of learning and community support in your wealth-building journey.Diversify Income Streams:Combining property, investments, and innovative financial products can accelerate your path to independence.Plan for Protection:Ensure you have up-to-date wills, trusts, and powers of attorney in place as part of your financial plan.Leverage Community:Accountability and support from mentors and peers can make the journey less lonely and more effective.Purpose Beyond Independence:Achieving financial independence opens doors to legacy projects and giving back, such as Bimbi's focus on kindness and purposeful retirement.Final ThoughtsBimbi's story is a testament to the power of education, community, and taking action. For anyone considering starting their own journey, he encourages weighing the risks of inaction against the benefits of joining a supportive network like WealthBuilders. If it's important enough, you'll find a way to make it happen. Resources mentioned in this episodeBimbi Fernando's book on Kindness 'The Forgotten Compass: Discover the Life Secret to Allow You to Flourish Beyond Your 50s'Click here to know more about the Wheel of WealthConnect with WealthBuildersListen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

Connect with Dan:https://www.granitetowersequitygroup.com/contacthttps://www.linkedin.com/in/dan-brisse-442b791b8/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

In this episode of Success in the New Retirement, Damon Roberts & Matt Deaton discuss the essential elements of retirement planning, emphasizing the importance of a comprehensive strategy that includes tax efficiency and investment management. They highlight the need for year-round tax strategies to maximize retirement income and share insights from a conversation with Trey Wingo about success and financial management. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What if your retirement income never ran out—no matter how long you live? In this episode, Brandon Bowen breaks down how to build a retirement paycheck using Social Security, annuities, and flexible withdrawal strategies. He explains how to replace bonds with guaranteed income, when annuities make sense (and when they don’t), and how to protect your portfolio from market downturns. With real-life stories and a cookie cake analogy you won’t forget, Brandon shows how to retire with confidence, clarity, and control. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What do baby watch and retirement planning have in common? Both come with nerves—and the need for a solid plan. In this episode, Frank and Frankie Guida dive into the emotional and financial uncertainties that come with approaching retirement. They break down how rising interest rates, market volatility, and outdated portfolio strategies can put your savings at risk. You’ll hear real-life examples of how adjusting risk tolerance and rebalancing investments can protect your future without sacrificing returns. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTubeSee omnystudio.com/listener for privacy information.

The fear of running out of money is real, and it has created another new problem in retirement. Like this episode? Hit that Follow button and never miss an episode!

Lucinda Rouse and Andy Ricketts are joined by Nihara Krause, chief executive of the youth mental health charity Stem4, to talk about the organisation's quest for long-term sustainability in the face of falling grant income.Nihara describes the challenges faced by Stem4 in developing partnership and merger prospects, as the charity has sought to stay afloat since the Covid-19 pandemic.She outlines the internal changes made to commercialise some of the charity's products and foster a more entrepreneurial mindset, with a greater focus on profit.Tell us what you think of the Third Sector Podcast! Please take five minutes to let us know how we can bring you the most relevant, useful content. To fill in the survey, click here. Hosted on Acast. See acast.com/privacy for more information.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3206: Many credit cards promise rewards and flexibility, but as Kumiko warns, certain types can trap you in debt and threaten your financial security. From deferred interest schemes to credit cards secured by your home or bank account, these offers often prey on vulnerable consumers. Learn how to spot these dangers and protect your financial future. Read along with the original article(s) here: https://www.thebudgetmom.com/types-of-credit-cards-you-need-to-avoid/ Quotes to ponder: "If you think there is even a slight chance you can't pay off the entire balance by the end of the promotional period, you need to avoid a deferred interest credit card." "Home secured credit cards are always a bad idea. The potential consequence of not making payments is the loss of your family's shelter, which is a necessity." Episode references: Debt.org on predatory lending: https://www.debt.org/credit/predatory-lending/ Consumer Financial Protection Bureau: https://www.consumerfinance.gov/ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Real Estate Pros Podcast, host Michael Stansbury interviews Rolonda Andrews, who shares her journey from managing a hotel to becoming a successful entrepreneur in real estate and mortgage services. Rolanda discusses her experiences during the market crash of 2007-2008, the importance of diversifying income streams, and her commitment to helping clients prepare for retirement and build wealth through real estate investments. She emphasizes the value of creativity and adaptability in business, and how her personal experiences have shaped her approach to client empowerment and financial security.   Podcast Title: Resilience & Creativity: The Keys to Rolonda Andrews' Real Estate Triumph   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3206: Many credit cards promise rewards and flexibility, but as Kumiko warns, certain types can trap you in debt and threaten your financial security. From deferred interest schemes to credit cards secured by your home or bank account, these offers often prey on vulnerable consumers. Learn how to spot these dangers and protect your financial future. Read along with the original article(s) here: https://www.thebudgetmom.com/types-of-credit-cards-you-need-to-avoid/ Quotes to ponder: "If you think there is even a slight chance you can't pay off the entire balance by the end of the promotional period, you need to avoid a deferred interest credit card." "Home secured credit cards are always a bad idea. The potential consequence of not making payments is the loss of your family's shelter, which is a necessity." Episode references: Debt.org on predatory lending: https://www.debt.org/credit/predatory-lending/ Consumer Financial Protection Bureau: https://www.consumerfinance.gov/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Tim Stearns, owner and president of TJ Stearns Financial Planning & Benefits, joins Jon Hansen to discuss how to prepare in order to have financial security when you retire. For more information, call 800-640-2256

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3206: Many credit cards promise rewards and flexibility, but as Kumiko warns, certain types can trap you in debt and threaten your financial security. From deferred interest schemes to credit cards secured by your home or bank account, these offers often prey on vulnerable consumers. Learn how to spot these dangers and protect your financial future. Read along with the original article(s) here: https://www.thebudgetmom.com/types-of-credit-cards-you-need-to-avoid/ Quotes to ponder: "If you think there is even a slight chance you can't pay off the entire balance by the end of the promotional period, you need to avoid a deferred interest credit card." "Home secured credit cards are always a bad idea. The potential consequence of not making payments is the loss of your family's shelter, which is a necessity." Episode references: Debt.org on predatory lending: https://www.debt.org/credit/predatory-lending/ Consumer Financial Protection Bureau: https://www.consumerfinance.gov/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Are you speeding toward retirement without checking your risk? In this episode, Brandon Bowen shares a cautionary tale of a couple who lost half their portfolio just as they were ready to buy a home in retirement. He explains why de-risking your investments before retirement is critical—and how to know if you're going too fast. From market volatility to forced layoffs, Brandon outlines the signs that it’s time to slow down and protect your nest egg before it’s too late. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What happens when your financial advisor won’t call you back? We break down the risks, the red flags, and what to do when silence costs you. 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.

In this conversation, Abe discusses the multifaceted aspects of retirement planning, emphasizing the importance of not only financial stability but also personal fulfillment in retirement. He shares insights on how to approach retirement income, the implications of continuing to work, and the significance of making informed purchasing decisions during retirement. The discussion highlights the need for retirees to consider their lifestyle choices and hobbies, as well as the potential pitfalls of major purchases. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

What if you lived to 120—would your retirement plan survive? In this episode, Mike Douglas tackles the growing reality of extreme longevity and what it means for your financial future. From shifting retirement age expectations to the impact of medical breakthroughs, Mike explores how to build a plan that supports not just a long life, but a fulfilling one. Whether you're retiring at 59 or 69, this conversation will challenge how you think about income, purpose, and planning for the decades ahead. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

In this conversation, Emma Powell shares her journey into real estate investment as a means to achieve financial security and passive income. After experiencing layoffs, she and her husband pivoted to real estate, utilizing creative financing strategies to build a portfolio of rental properties. Emma discusses the importance of community, world schooling, and the flexibility of remote living, emphasizing the need for multiple income streams and the ability to adapt to changing circumstances. The conversation highlights the significance of proactive financial planning and the empowerment that comes from taking control of one's financial future. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Discover what Americans really think about money, wealth, and financial security in this eye-opening episode of the MX3 Podcast. From fast food rankings to the harsh truths of poverty levels, we cover it all—statistics, cultural shifts, and why $100K might no longer cut it.

In this episode of the Gladden Longevity Podcast, Dr. Jeffrey Gladden and burnout specialist Charlene Gisele explore the complexities of burnout, its causes, and the societal pressures that contribute to it. They discuss the importance of recognizing burnout as a serious condition, the impact it has on personal relationships and health, and the necessity of creating a supportive work environment. The conversation emphasizes the need for self-care, the role of mindset in recovery, and the significance of evaluating one's relationship with work. Ultimately, they highlight that burnout is not a permanent state and recovery is possible with the right approach.   For Audience ·       Use code 'Podcast10' to get 10% OFF on any of our supplements at https://gladdenlongevityshop.com/ !    Takeaways ·       Burnout is a sign of dedication, not weakness. ·       Many professionals mask their burnout by pushing harder. ·       Societal norms often equate busyness with success. ·       Burnout can lead to serious personal consequences, including divorce and health issues. ·       Finding safety and connection beyond work is crucial for recovery. ·       Financial security fears can exacerbate burnout. ·       Evaluating your relationship with work is essential for mental health. ·       A supportive work environment is key to preventing burnout. ·       The all-or-nothing mindset can lead to extreme decisions. ·       Recovery from burnout requires a focus on physiological and psychological health.   Chapters 00:00 Understanding Burnout: A Personal Journey 04:41 The Nature of Work Addiction 07:40 Societal Pressures and Definitions of Success 10:51 The Three D's: Divorce, Diagnosis, and Death 13:27 Finding Safety Beyond Financial Security 16:31 Evaluating Your Relationship with Work 19:41 The Dark Side of Burnout: Contemplating Existence 24:48 The All-or-Nothing Mindset 26:09 Finding Balance After Burnout 28:22 The Importance of Nuanced Thinking 29:40 Understanding Stress and Normalization 32:07 The Misconception of Lovability and Work 33:21 The Role of Love in Professional Relationships 36:03 Burnout: A Recoverable State 37:35 Intensive Care for Burnout Recovery 40:51 Somatic Therapy and Nervous System Reset   To learn more about Charlene: Email: coach@charlenegisele.com Website: http://www.charlenegisele.com Instagram:  https://www.instagram.com/charlenegisele   Reach out to us at:    Website: https://gladdenlongevity.com/     Facebook: https://www.facebook.com/Gladdenlongevity/ Instagram: https://www.instagram.com/gladdenlongevity/?hl=en     LinkedIn: https://www.linkedin.com/company/gladdenlongevity    YouTube: https://www.youtube.com/channel/UC5_q8nexY4K5ilgFnKm7naw 

Sally Gimon reveals how a personal tragedy led her to discover a powerful IRS-approved trust that shields assets and slashes taxes, especially for women investors ready to take back control of their financial future.See full article(00:00) - Introduction to United States Women in Real Estate Investing(00:23) - Meet Sally Gimon: From Insurance Agent to Trust Educator(01:05) - How a Family Tragedy Triggered a Financial Awakening(02:42) - The IRS Seizure That Changed Everything(04:36) - Discovering the Power of Spendthrift Trusts(06:11) - Wholesaling a Property and Saving $9,000 Instantly(07:58) - Saving Over $100K in Federal Taxes With the Right Structure(09:33) - How a Business Couple Saved $600,000 in Capital Gains(11:12) - What Most People and CPAs Get Wrong About Trusts(13:19) - Scott and Asher on Trusts: The Legal Textbook Behind the Strategy(15:00) - Bronx Real Estate: A Case Study That Turned a CPA into a Believer(17:14) - Who Needs a Trust? Why This Applies to Everyday Women(19:27) - Understanding the 1041 Tax Form and IRS Code 643(21:39) - Giving Back: Sally's Personal Commitment to Charity(23:10) - Your House Is More Than a Home—It's a Tax Shield(25:44) - Stop Thinking Trusts Are Just for the Wealthy(28:09) - Building a Legacy That Can't Be Touched by Creditors or Courts(30:33) - How to Talk to a CPA Who Doesn't Believe You(32:45) - When Clients Cry: The Emotional Relief of Financial Security(35:00) - Why Women Need to Be Aggressive With Their Protection(37:12) - The Trust That Keeps on Giving—Year After Year(39:48) - Q&A Highlights: Most Common Misconceptions Answered(42:21) - From Kentucky to New York: Real Stories of Transformation(45:03) - Final Words of Empowerment for Women Ready to Rise(48:22) - How to Learn More and Get Started With SallyContact Sally Gimon: https://thetrustisyou.com/Contact Jeune Ortiz: https://www.linkedin.com/in/jeuneortiz/United States Women In Real Estate Investing is the show that brings you closer to amazing women in the investing world who help make this industry so valuable to our nation's economic growth and stability.Come along for a conversational journey of real-life trials, tribulations, and triumphs that many times only women in business experience.With real conversations about strategy, business relationships, actionable steps, financial goals, and more, you've just found your tribe.Empowering and elevating women through conversation in the world of investing.If you'd like to get started in investing, download our free guide: 5 Step Beginners Guide To Real Estate InvestingFollow us on social: Facebook Instagram Twitter LinkedIn TikTok SpotifyHelping you achieve financial freedom through media, networking, and knowledge.Enjoy listening to United States Real Estate Investor content to gain more knowledge and strategies in investing, finance, landlording, property wholesaling, property rehabbing, entrepreneurship, to build wealth, learning, teaching, professional networking, property law, tips and tricks, inspiration, motivation, and creating true financial freedom.United States Real Estate Investor: https://unitedstatesrealestateinvestor.comUniverse Media Mastering: Your audio, more listenable. https://universemediamastering.com/Advertise with us! https://www.unitedstatesrealestateinvestor.com/advertisingMusic Disclaimer: This episode features music by Harris Heller / StreamBeats, which is copyright-safe, DMCA-free, and created specifically for content creators. All music is curated and produced by Harris Heller.

On this episode of Retire Texas Style Podcast, Steve and Derek discuss the importance of strategic planning for retirement, focusing on tax strategies, the role of annuities, and the psychological aspects of financial planning. They emphasize the need for a comprehensive plan to ensure financial security and address common concerns such as inflation, taxes, and the fear of running out of money in retirement. The discussion highlights the significance of having a written plan and the benefits of stress testing financial portfolios to prepare for market fluctuations. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

Jackie breaks down exclusive data from 127 millionaire founders inside Hampton, revealing how motivation, money management, and mindset evolve as net worth grows, from $1M to over $100M.Here's what we talk about:Why financial security stops being a motivator after $50M—and what takes its placeThe "F*** You" number: What real numbers show is the threshold for total financial freedomWealth allocation shifts: Crypto disappears, bonds and real estate dominate at the ultra-high endSurprising insights into monthly cash burn, and how spending changes (or doesn't) across net worth tiersTake-home income jumps dramatically past $50M—especially at the $100M+ levelTime vs. money: Wealthier founders are working fewer hours, but that doesn't guarantee happinessWhat motivates founders at every stage—and why some feel lost after hitting their big numberReal quotes from founders like Brian Johnson and Alex Peykoff on why they build, invest, and spend the way they do$50M is when founders stop caring about money entirely. Want to see what other millionaire money secrets we uncovered in the full report? https://www.joinhampton.com/wealth-reportCool Links:Hampton https://www.joinhampton.com/Lower Street https://www.lowerstreet.co/Chapters:(00:29) Survey Insights: Wealth Allocation and Trends(01:02) Understanding the Respondents(03:09) Motivations and Milestones of Millionaire Founders(04:13) Case Study: Brian Johnson's Unique Motivation(05:47) Financial Security and Lifestyle Changes(08:47) Money Management: Crypto, Bonds, and Real Estate(10:46) Cash Flow and Spending Habits(16:14) Work-Life Balance and HappinessThis podcast is a ridiculous concept: high-net-worth people reveal their personal finances. Inspired by real conversations happening in the Hampton community.You Host - Jackie LamportNot really the host, but the producer.Wrote this sentence.Older than I appear, I promise.

In this episode, Crystal Bustillos from The Brokerage Inc. dives into the critical role life insurance plays in achieving financial independence and long-term security. She explains how life insurance not only provides peace of mind by covering funeral costs and lost income, but also offers living benefits through permanent policies like Whole Life or Indexed Universal Life. These policies can build cash value—a flexible financial tool that can be used for emergencies, retirement income, or other major life expenses. Mike Papuc also shares details about an upcoming ACA agent training in Corpus Christi on July 10, encouraging agents to stay engaged and continue learning. She wraps by reminding agents to take full advantage of the resources offered by The Brokerage Inc., including past webinars, training materials, and marketing tools to better serve their clients and grow their business. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show!  New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/   Facebook:  https://www.facebook.com/thebrokerageinc/  Instagram:  https://www.instagram.com/thebrokerageinc/  YouTube:  https://www.youtube.com/@TheBrokerageIncTexas  Website:  https://thebrokerageinc.com/ 

What if your retirement came sooner than expected? In this episode, Brandon Bowen shares how to prepare for a “forced retirement”—whether due to layoffs, health issues, or unexpected life changes. Through real client stories, Brandon explains how to assess your finances, rework your budget, and shift your investments to generate reliable income. He also highlights the emotional relief that comes from having a clear, customized retirement plan. If you’re feeling uncertain about your job or your future, this episode offers a practical path to peace of mind. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What if retiring at 65 meant downsizing your home instead of your lifestyle? In this episode, certified financial planner Frankie Guida explores why more Americans are planning to work in retirement—and how to rethink that path. He discusses emotional and financial readiness, the fear of running out of money, and a real-life case study of a client who made retirement work on his terms. Whether you’re planning to keep working or hoping to stop, this episode offers a grounded look at what it really takes to retire confidently. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

In this conversation, Ethan and Stuart discuss Tom Cruise's enduring passion for filmmaking and how it relates to retirement planning. They explore the importance of designing retirement plans that allow clients to continue working on their own terms, emphasizing transparency and client involvement in the planning process. The discussion also highlights the decline of traditional pensions and offers insights into creating personal pensions to ensure financial security in retirement. As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

 Sun Yong Kim, CEO of Lush Enterprises LLC, shares her inspiring journey from growing up in a Korean orphanage to becoming a successful entrepreneur and options trader. She discusses overcoming adversity, breaking financial patterns, and empowering women to achieve financial independence. Sun Yong explains her unique approach to options trading and emphasizes the importance of mindset, gratitude, and taking action. Listeners are encouraged to pursue their financial goals, connect with Sun Yong for resources, and embrace change for personal and financial growth. https://dreambigsetgoals.club https://her-drive.com    

This week on the Journey to Launch podcast, I'm joined by Jackie Kasper, a fellow Journeyer who's intentionally building a life of connection and financial freedom. Jackie is a mom of two, a director of operations at a Chicago-based fintech startup, and someone who's actively pursuing Financial Independence (FI) within the next 2–7 years. We also dive into how she and her husband are navigating the journey together (even if they're not always on the same financial page), the influence of motherhood on her long-term goals, and what reaching Coast FI means for her family's options and freedom. In this episode, Jackie opens up about: How she got into the FI movement after being introduced by her sister-in-law The mindset and financial shifts she made to go from spending freely to strategically investing Buying her first multi-unit property with her brother at 25 and how real estate plays into her FI goals + much more.0 Other Links Mentioned in episode:  Apply to Share Your Journeyer Story here. Join the Journey to Launch Book Club to dive deeper into financial freedom with guided discussions and resources here!  Get your copy of my book: Your Journey To Financial Freedom! Join The Weekly Newsletter List to get updates, deals & more! Leave Your Journey To Financial Freedom a review! Get The Budget Bootcamp Check out my personal website here. Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here! Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide

This week, Damon Roberts and Matt Deaton discuss the evolving landscape of retirement planning, focusing on the fears surrounding financial security and the necessity of comprehensive financial strategies. They explore the implications of working into retirement, the impact of inflation, and the rising trend of gray divorce. The conversation also delves into the role of annuities in providing guaranteed income, emphasizing the importance of education and understanding in making informed financial decisions. For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com! Follow us on social media: Facebook | LinkedInSee omnystudio.com/listener for privacy information.

We're thrilled to welcome Tom Hegna, CLU, ChFC, CASL, to Above the Business. Tom is widely recognized as THE leading expert speaker on optimal retirement solutions and has earned his reputation as the definitive Retirement Income Expert. With an impressive background as a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, he brings a unique blend of military discipline, corporate leadership, and economic expertise to our conversation with Bradley.Tom has condensed his considerable knowledge into five groundbreaking books:Paychecks and Playchecks: Retirement Solutions for Life - This bestseller ranks in the top 1% of any book ever sold, making retirement planning accessible to millions.Retirement Income Masters: Secrets of the Pros - A compilation of the very best practices from the top retirement experts across the country.Paycheques and Playcheques: Retirement Solutions for Canadians - Bringing his expertise north of the border with solutions tailored for Canadian retirees.Don't Worry, Retire Happy! Seven Steps to Retirement Security - Based on his popular Public Television Special that has reached over 80 million homes in the US and Canada.Don't Worry, Retire Happy! Seven Steps to Retirement Security for Canadians - His most recent work, extending his proven methodology to Canadian audiences.When you listen, you will discover Tom's proven framework for creating optimal retirement income streams, learn why traditional retirement advice often falls short, and understand how to apply military-grade planning principles to civilian retirement challenges. His ability to make the complex simple while maintaining scientific rigor makes this episode essential listening for anyone serious about retirement security.

Every aspect of our lives is impacted by money, but for many, the financial industry is purposefully opaque, cloaked in jargon, and intended to exclude. But what if you could see through the noise? What if you could reclaim your power in a system that often seems rigged?   In this episode, your host, Cindy Watson, will be joined by Paul Musson—a veteran investment expert, founder of Paddington Capital Management, and author of Capital Offence: Why Some Benefit At Your Expense. With over 30 years in the financial industry, Paul has made it his mission to expose the hidden forces behind economic inequality and to simplify the complex truths that keep people in the dark.   Cindy and Paul will work together to understand the deeper problems in our economic system, navigate past financial jargon, and map out a more empowered, equitable future.   This is more than a financial conversation—it's a call to awareness, agency, and action.   In this episode, you will learn:   The way in gaining material wealth How to create capital of your own Why Western societies are becoming increasingly divided and what we need to do about it What are some of the economic myths we've been taught to believe? The definition of success in life perspective and business perspective Competitive vs collaborative approach Two parts of intellectual honesty And many more!   If you're looking to up-level your negotiation skills, I have everything from online to group to my signature one-on-one mastermind & VIP experiences available to help you better leverage your innate power to get more of what you want and deserve in life. Check out our website at www.practicingwithpurpose.org if that sounds interesting to you.   Get Cindy's book here: Amazon   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 EBook   https://www.amazon.com/Art-Feminine-Negotiation-Boardroom-Bedroom-ebook/dp/B0B8KPCYZP?inf_contact_key=94d07c699eea186d2adfbddfef6fb9e2&inf_contact_key=013613337189d4d12be8d2bca3c26821680f8914173f9191b1c0223e68310bb1 Barnes and Noble   https://www.barnesandnoble.com/w/the-art-of-feminine-negotiation-cindy-watson/1141499614?ean=9781631959776 CONNECT WITH CINDY: Website: www.womenonpurpose.ca Website: www.practicingwithpurpose.org Facebook: https://www.facebook.com/womenonpurposecommunity/ Instagram: https://www.instagram.com/womenonpurposecoaching/ LinkedIn: linkedin.com/in/thecindywatson Show: https://www.womenonpurpose.ca/media/podcast-2/ X(Twitter):  https://twitter.com/womenonpurpose1 YouTube:https://www.youtube.com/@hersuasion Email: cindy@womenonpurpose.ca

(June 16,2025)G7 Summit: World leaders will still talk trade in Canada… They ‘can't afford not to.' 201 ways to say ‘f**k': What 1.7BIL words of online text shows about how the world swears. The real fertility crisis? Financial security, a U.N. report says.

This week, Jackie Campbell discusses the often-overlooked significance of Father's Day, humorously highlighting its lower status compared to other holidays. The conversation transitions into the importance of retirement planning, emphasizing that it encompasses more than just investment strategies. Jackie advocates for a comprehensive approach to financial planning, which includes tax strategies, legacy planning, and long-term care considerations, underscoring the need for professional guidance in navigating these complexities. For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com! Follow us on social media: Facebook | YouTube | X | InstagramSee omnystudio.com/listener for privacy information.

Whitney speaks with Etinosa Agbonlahor about navigating difficult financial conversations with parents. They discuss strategies for approaching retirement planning, setting financial boundaries with financially irresponsible parents, and handling the emotional complexity of money conversations that often involve mortality and family dynamics. Have a question for Whitney? Call in and leave a voicemail for the show at 866-225-5466 Connect with Etinosa Book: "How to Talk to Your Parents About Money: A Short Practical Guide: Conversations That Build Peace, Confidence, and Financial Security” (available on Amazon) Website: https://etinosaa.com/ Podcast: Her First House Connect with Whitney Join the Family Cyclebreakers Club Follow Whitney on Instagram Follow Whitney on YouTube Order Whitney's book, Toxic Positivity Learn more about ad choices. Visit podcast.choices.com/adchoices This podcast is for informational purposes only and is not a substitute for professional mental health advice. Learn more about your ad choices. Visit podcastchoices.com/adchoices