Podcasts about Financial security

 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.

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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

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Raj Shah and Rick Borek of SC Wealth Advisors discuss the growing trend of financial influencers – finfluencers – and why people can be easily misled. They explain how many people online may be getting paid to offer one product and have little to no background in doing so and are getting a commission for offering it. Raj and Rick then share how they have access to a multitude of products and strategies and can tailor those to a specific plan, whereas online advice is often very generic and not right for every person. And they stress to check with an advisor first before committing to something from a random person. If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494. Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ . And connect with SC Wealth Advisors on social media: Facebook YouTube LinkedInSee omnystudio.com/listener for privacy information.

(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.

Hey there, it's Dr. Mo. In today's podcast episode, I'm diving deep into personal financial fears—sharing my own experiences of climbing out of debt and building a stable financial future. From growing up witnessing financial ruin to racking up $150k in debt, my journey to financial independence wasn't easy, but it taught me a lot. I'll talk about building good spending habits, investing wisely, and understanding that most financial fears stem from our upbringing and the stories we tell ourselves. Plus, I'll share my current financial landscape and my plans for future investments. If you're a physician or healthcare professional struggling with financial worries, I've got some tough-earned lessons and insights to help guide you on your path. Tune in to learn how you can find balance, security, and confidence in your financial journey. For more insights, check out my resources:   Website: https://www.digitalnomadphysician.com   Coaching: https://www.digitalnomadphysician.com/coaching/  Courses: https://www.digitalnomadphysician.com/courses/  YouTube Channel: https://www.youtube.com/@DigitalNomadPhysicians    LinkedIn: https://www.linkedin.com/in/mohammad-ashori-md/ #FinancialIndependence #DebtFreeJourney #InvestingWisely #PhysicianFinance #DigitalNomadPhysicians #FinancialFreedom #OvercomingDebt #PersonalFinance #SmartInvesting #DrMoInsights

In this week's Money and Investing Show, Andrew Baxter and Mitch explain what the RBA's second rate cut means for your money. They break down how lower rates affect the sharemarket, property prices and fixed income returns. Find out how mortgage holders may benefit, but also how renters, savers and retirees could feel the strain. The discussion covers key risks such as rising inflation and higher living costs. Andrew shares practical ideas on where to invest now, with insights on gold, crypto and real estate in this low-rate climate. Tune in for clear steps to adjust your strategy and make informed moves during the RBA's rate cutting cycle. 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  

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.

http://www.TimeManagementRevolution.com - Childfree Wealth explores the intersection of time, freedom, and fortune for individuals who have chosen not to have children. How does this decision impact one's financial security, career opportunities, and overall quality of life? In this episode of the Time Management Revolution podcast, Time Management Fixer Helene Segura interviews Bri Conn, Chief Experience Officer & Childfree Wealth Specialist® with  @ChildfreeWealth . They discuss the unique advantages and challenges faced by those who prioritize independence and wealth creation in a different way than those who have children. For more information visit: http://www.ChildFreeWealth.com Info about  @ChildfreeWealth  founder Dr. Jay's books: https://amzn.to/4jn5MrB Connect with Bri Conn and  @ChildfreeWealth : LinkedIn https://www.linkedin.com/company/childfree-wealth YouTube https://www.youtube.com/channel/UC5cl-dxgWlLk6HwDKwfs0jA Instagram - https://www.instagram.com/childfreewealth/ Facebook - https://www.facebook.com/ChildfreeWealth Get your FREE Productivity Kickstarter Kit at http://www.TimeManagementRevolution.com! Time management keynote speaker Helene Segura also provides individual consulting and onsite or virtual productivity packages for companies. Contact Helene today to check availability and start your time management revolution! https://www.HeleneSegura.com/speaking/

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

This week on Charleston's Retirement Coach, Brandon Bowen discusses the common regrets people have about retirement, particularly the importance of saving early. He emphasizes the need for a solid retirement plan to address fears of running out of money and the role of income in achieving financial security. The conversation also touches on the 4% rule and its limitations, advocating for a more personalized approach to retirement planning that considers the 'go-go years' of retirement. 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.

Is anyone safe in today's digital battlefield? In today's episode of The Valley Current®, host Jack Russo is joined by tech-savvy CPA Steve Rabin to unpack why cybersecurity breaches are no longer a matter of if but when. From fake clients to data-wiping hacks, they reveal how everyone from elderly investors to high-powered business professionals is a target. Password management, multi-factor authentication, and shifting liability to fiduciaries may be your best defenses. Don't just plan for recovery, focus on prevention! No one is too small to be a target.   https://taxservice2u.com/ https://www.washingtonpost.com/national-security/2025/05/02/cia-layoffs-trump-administration/?carta-url=https%3A%2F%2Fs2.washingtonpost.com%2Fcar-ln-tr%2F4261ab8%2F6815e92a08718a083aa424c3%2F596962349bbc0f4b7754a9b5%2F11%2F59%2F6815e92a08718a083aa424c3   Jack Russo Managing Partner Jrusso@computerlaw.com www.computerlaw.com https://www.linkedin.com/in/jackrusso "Every Entrepreneur Imagines a Better World"®️  

Retirement planning can be a critical turning point in financial security—are you prepared to tackle the risks and rewards? Frank and Frankie Guida unpack retirement portfolio strategies, emphasizing the importance of balancing risk tolerance and long-term growth. They explore the dangers of market downturns during retirement years and offers a comparison between traditional safe investments, like bonds, versus alternatives such as fixed index annuities. Real-world examples demonstrate how adjusting portfolios can optimize income and reduce exposure to significant losses. If you’ve saved for retirement but are unsure of your portfolio’s risk levels or potential returns, exploring strategic options could redefine your financial future. 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, Steve and Derrick from the Hoyl Financial Group discuss the common fears surrounding retirement planning, particularly the anxiety of running out of money and the quest for a 'magic number' in savings. They emphasize the importance of focusing on income generation rather than just accumulating a certain amount of savings. The discussion also covers the evolving perception of annuities, the significance of guaranteed income, and the strategic use of Roth IRAs for tax planning. The hosts encourage listeners to evaluate their financial strategies and consider the implications of tax planning in their retirement journey. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

Are you retiring to something or just stepping away from work? Mike Douglas dives into the heart of retirement planning, exploring how purpose, legacy, and life goals shape your post-work years. Inspired by the story of Anne Schroeder, a 94-year-old who worked for 75 years, Mike highlights the importance of aligning your financial plans with what truly fulfills you. Learn about embracing change, finding purpose beyond a paycheck, and creating a retirement that reflects who you are and what matters most. Whether you're approaching retirement or navigating its challenges, this conversation is about living intentionally and planning for a life that isn’t just secure but meaningful. 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, Nathan Fort and Morgan Patrick discuss the various stages of retirement, emphasizing the importance of planning and preparation. They explore the pre-retirement phase, the transition into retirement, the honeymoon phase, and the potential disenchantment that can follow. The discussion highlights the need for a solid financial plan to navigate these stages successfully and find purpose in retirement, ultimately leading to stability and confidence If you have any questions concerning your retirement call Nathan Fort 800-890-5008 or click here to visit our website. Retiring, Planning, Saving, Healthcare, 401K, Roth, TaxesSee omnystudio.com/listener for privacy information.

HEALTHY LIFESTYLE with Host & America's #1 Take Action Success Coach & Strategist Lori Anne Casdia chats with Alexandra Babekov about the joy of helping people find their dream homes and providing financial security.  From mistakes sellers make and how to avoid them.  The role of the Realtor and why to work with one  The most common mistakes first time home buyers make and how to avoid them.  Setting up your financial security and the importance of having a plan ... Alexandra Babekov is a licensed Realtor and Life & Disability Insurance Specialist with a passion for helping people make smart, confident decisions—whether it's finding the right home or protecting their future. She has an MBA from Hofstra University and a strong background in both real estate and insurance, which allows me to bring a well-rounded perspective to every client she works with. She's also a proud mom to two amazing kids—Natanel (15) and Ariela (14)—who keep Alexandra grounded and inspired. Community is really important to her, and she stays actively involved in local events and initiatives.Alexandra loves what she does and takes pride in being someone her clients can trust, lean on, and grow with.To Contact:https://www.compass.com/agents/alexandra-babekov/alexandra.babekovSee Coach Lori Anne on her TV show "Help Me Understand with Coach Lori Anne" - Roku, Amazon Fire, YouTube, Facebook, Linked In, X/Twitter.  Find us on BOLD BRAVE TV  every Thursday night at 7PM EST. Like and Follow to get announcements and alerts. A FREE Gift from Lori Anne: 3 Steps to Cleaning up you Opens, Messes & IncompletesTAKE the  FREE Super Ball Quiz  - What's your bounce pattern?  This is a quick 5 minute quiz to provide you with information where you are and what you can focus on to step into the next version of you.  Bonus is FREE 30 minute session with Coach Lori Anne as she takes you through your Bounce Pattern results. Let's talk! Book your appointment herePlease email us at HealthyLifestylewithLA@gmail.com Follow us on social media @healthylifestylewithLA @Coach Lori AnneHere is your access to Coach Lori Anne's Workshops (where we are training while you are implementing):Step into Living Your Best Life  and for more infomation please go to LDC STRATEGIES and you can visit our TAKE ACTION ACADEMY - for programs, coaching, coach on call, workshops and more.  Action Accelerator Workshop Series You can attend one (they work stand alone) or every workshop as each workshop stacks (works) with the next workshop.January: New Year Vision & Goal Setting WorkshopFebruary: Activation Vision Board WorkshopMarch: Spring Into Activation WorkshopApril: Spring Clean Your Business WorkshopMay: Productivity & Habit Tracker WorkshopJune: Slaying Imposter Syndrome Workshop July: High Vibes Spiritual Healing WorkshopAugust: Self-Care Everyday Workshop September: Forged in Fire Pre Retreat WorkshopOctober: Uncover Your Unique Transformation Workshop November:Dream Big Workshop December: 12 Days to TransformationOur Goal at Healthy Lifestyle is to empower minds, educate hearts, inspire action and ignite success so  you can choose to have a fulfilled Healthy, Emotional, Spiritual, and Physical life, to live the life you have always wanted and dreamedAbout Our HostShe's not just your average success guru; oh no, she's the guiding light on your journey to becoming the most vibrant, authentic version of yourself!Coach Lori Anne is America's #1 Take Action Success Coach & Strategist teaching founders and entrepreneurs how to put a sustainable business model under their dream and actualize their vision of success. Coach Lori Anne is a decision partner, delivering strategic distinctions, tailored tactics and key connections."As your coach, I make suggestions, You make decisions" ~ Coach Lori AnneCoach Lori Anne isn't just about boosting profits; she's on a mission to nurture your spirit, fuel your passions, and ignite the flames of growth within your soul. With a heart as expansive as the universe itself, she's dedicated to fostering a culture of love, kindness, and personal empowerment.Imagine a world where every setback is a stepping stone, every challenge a chance for growth, and every dream a seed waiting to bloom. That's the world Coach Lori Anne invites you to inhabit, where self-discovery is celebrated, and every moment is an opportunity to shine becoming the Next Best Version of Yourself.As a result of her work, Coach Lori Anne's clients grow their business anywhere of 75 to 200% over the course of 12-18 months.Through her gentle guidance and unwavering support, Coach Lori Anne helps you peel back the layers of self-doubt, revealing the radiant gem that lies within.

Find us at www.crisisinvesting.com In this episode we discuss recent financial news including the UK's potential mandate for pension funds, and delve into the implications for US and Canadian investors. We cover a range of topics directed by questions from private group members, including the necessity of backup financial plans, the philosophy of good and evil in state politics, the reliability of certain investment metrics, and the choice of citizenship by investment programs. Doug also shares personal anecdotes about his move from Aspen to Virginia and offers advice on making wise investment choices given the current global economic and political climate. 00:00 Introduction and Member Questions Overview 00:16 Government Control Over Pension Funds 02:08 Women in Power and Economic Policies 04:42 Strategies for Financial Security 05:59 Plan B: Citizenship and Residency Investments 11:58 Defining Evil and the Role of the State 17:50 Common Complaints of the Elite 23:37 Investment Insights: Silver to Sugar Index 25:41 Market Dynamics and Investment in Silver 26:17 Real Estate Opportunities in Japan and Demographic Challenges 28:56 Technological Innovations and Geopolitical Implications 32:29 Relocating within the US: Factors to Consider 38:01 Investment Strategies and Portfolio Management 46:45 Exploring South American Retirement Spots 54:36 Final Thoughts and Weekend Speculations

In this conversation, Gary Sund shares his extensive experience in real estate and finance, focusing on how life insurance can be utilized to manage and pay off debts. He discusses various strategies, including leveraging family loans and the importance of securing life insurance policies to protect financial obligations. The discussion also touches on the significance of financial education and the need for comprehensive planning in real estate investments. 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   —--------------------

In this episode of Main Street Matters, Elaine Parker interviews Marc Cadin, CEO of Finseca, discussing the importance of financial security professionals in advocating for financial well-being. This episode explores the challenges posed by regulatory issues, the need for increased financial literacy, and the empowerment of women in financial planning. The conversation also touches on recent tax legislation and its implications for small businesses, as well as the overall economic landscape and the future of financial planning. Learn more about Finseca HERE #financialsecurity #financialplanning #regulatorychallenges #financialliteracy #womeninfinance #taxlegislation #economicgrowth #smallbusiness #financialadvisors #wealthmanagementSee omnystudio.com/listener for privacy information.

Send us a textAfter 30+ years helping people plan for retirement, I've never met one person who regretted getting organized. Yet most people want to jump straight to the exciting stuff—investment strategies, dream vacations, Bitcoin. Here's the truth: without organized financial information, everything else becomes guesswork rather than strategy.In this episode, I share two real stories that perfectly illustrate why organization matters:

“Investments Don't Hug: Embracing the Life Insurance Asset” – A weekly audio book segment, a gift from Financialoscopy® creator - Mark Bertrang, as read by the author. Here's the link for the Conclusion of Mark's book.

Tripp Limehouse discusses essential strategies for successful retirement planning, emphasizing the importance of working with a fiduciary, consolidating retirement accounts, maximizing contributions through catch-up strategies, and building a balanced investment mix. The discussion highlights how these strategies can lead to a more secure and enjoyable retirement experience, as evidenced by the 72% of retirees who report that their retirement is going better than expected. The conversation also covers the necessity of estate planning and addresses listener questions regarding retirement strategies. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

It's been a decade since I started down the FIRE path, and life looks very different these days - especially since becoming a dad. In this episode, I reflect on how early retirement gave me something more valuable than money: time.But it also left me unexpectedly restless. I talk about mini-retirement, purpose, starting two businesses, and how becoming a parent reshaped my perspective on work, freedom, and what really matters.Whether you're deep into your FIRE journey or just getting started, this one's for you.Some of the topics we cover in today's episode are:The Unexpected Dissatisfaction (00:03:33)The Value of Discomfort and Growth (00:05:03)Rediscovering Purpose Through Entrepreneurship (00:08:34)How FIRE Helped with Parenthood (00:10:35)Financial Security as a Buffer (00:11:13)Not Loving Early Retirement (00:12:06)LinksBlog post

In this conversation, Attorney Blake Harris discusses the importance of asset protection for entrepreneurs and individuals with wealth. He shares his personal journey into the field of law, emphasizing the significance of protecting one's assets from lawsuits and other threats. The discussion covers various topics, including the differences between offshore and domestic trusts, common types of lawsuits, the role of prenuptial agreements, and strategies to avoid being an attractive target for lawsuits. Harris also reflects on his passion for helping clients achieve peace of mind and the true meaning of freedom in relation to financial security.   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   —--------------------

Retirement planning can be tricky, but there are ways to ensure a steady income. Frank and Frankie Guida discuss how pension and income annuities offer guaranteed income streams, even for those without traditional pensions. They also explain how converting IRA money to Roth can provide tax-free income later in life. Real-life examples illustrate the importance of a comprehensive income plan to meet retirement needs and combat inflation. 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 episode, Shawn Rider reflects on the best worst year of his life—2020—and shares valuable lessons learned along the way. From financial security and personal responsibility to decision-making and enjoying life's journey, Jeff highlights the importance of autonomy, resilience, and perspective in achieving both personal and professional goals. Tune in for practical insights on how to approach life's challenges with a mindset of growth.00:00 Introduction to the Best Worst Year01:53 Lessons from 2020: Financial Security and Autonomy04:08 You Are the Asset: Personal Responsibility05:35 A Players and Decision Making06:57The Power of E + R = O08:54 Moving On: Embracing Choices09:47 The Millionaire's Club Card10:46 The Road to Hana: Enjoying the Journey14:11 Tearing It All Down: Preparedness and Change15:11 Life Perspective: Accomplish Goals or Not

In this episode, Paul Galloway explores the three-in-one architecture of bank account management (BAM). He explains how visibility, account structure, and bank services come together to reduce risk, improve cash positioning, and support fraud prevention. How can an optimized BAM framework strengthen liquidity and enhance security? Find out in this practical treasury discussion.

On this episode of CFO at Home, Vince sits down with Pav Lertjitbanjong, a career and financial resilience expert, and self-made millionaire, to discuss the critical topic of preparing for layoffs and career setbacks. Pav shares her personal journey of overcoming significant financial challenges, including a life-changing divorce that led her to discover the importance of financial literacy and resilience. They discuss practical strategies for financial preparedness, including the creation of an "FU Fund" to cushion against unexpected job loss, the importance of diversifying income streams, and the power of building a personal brand. To learn more about Pav and get more of her tips on navigating layoffs and career changes, check out mycoachpav.com Key Topics: The importance of financial preparedness for unexpected layoffs Creating an "FU Fund" for financial security Diversifying income streams to enhance financial stability Building a personal brand to increase job marketability Recognizing warning signs of potential layoffs The role of mindfulness and resilience in overcoming setbacks Key Links https://www.mycoachpav.com/ https://www.mycoachpav.com/pav-ai Moments of Reset (@momentsofreset) | TikTok https://www.linkedin.com/in/mycoachpav/ Contact the Host - vince@thecfoathome.com Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500  

Unlocking Lifetime Financial Security & The Future of Wealth | E113 feat. Cheryl L. Evans, JD (Milken Institute) What does it really take to achieve lifelong financial security in a changing world? In this episode, Barbara Bickham sits down with Cheryl L. Evans, JD—Director of the Lifetime Financial Security (LFS) Program at the Milken Institute—to discuss the evolving landscape of retirement, the impact of generational wealth transfer, and why women need to be at the forefront of financial planning. Whether you’re navigating the start of your financial journey or contemplating legacy and longevity, this thought-provoking conversation is packed with actionable insights, future-forward trends, and inspiring perspectives for investors, innovators, and anyone interested in the intersection of finance and social impact. Key takeaways include: The realities behind “peak 65” and the massive shift as Boomers retire How Gen Z and Millennials can tackle the unique financial headwinds they face Why personalized retirement strategies matter more than ever The pivotal role of guaranteed income products and the reinvention of pensions The great wealth transfer—what it means for women, venture capital, and entrepreneurship Don’t miss this deep dive into how financial security impacts individuals, families, and the future of investment. Guest Information Guest Name: Cheryl L. Evans, JD Bio: Cheryl L. Evans is the Director of the Lifetime Financial Security Program at the Milken Institute. With a background as a securities lawyer (formerly at the SEC) and training in life coaching, Cheryl brings a unique perspective to wealth building, retirement planning, and financial empowerment across generations. Email: cevans@milkeninstitute.org LinkedIn: Cheryl Evans LinkedIn Episode Outline The Evolution of Retirement & Longevity Explore how demographic shifts (like “peak 65” as Boomers hit retirement age) are reshaping policies, products, and individual decisions around lifetime financial security. Link: Milken Institute LFS Program Meeting Millennial and Gen Z Financial Challenges Dive into current research and expert panel insights on wealth-building challenges faced by younger generations—from student debt to home-buying hurdles—and strategies for future financial success. Women, Wealth Transfer & Financial Confidence Learn about the upcoming great wealth transfer to women, the specific challenges and opportunities this presents, and why empowering women with financial literacy and leadership is more vital than ever. Resources: Lifetime Financial Security Report: https://milkeninstitute.org/report/shifting-retirement-paradigm-financial-security Enhancing Retirement: Advancing Lifetime Income for All https://milkeninstitute.org/content-hub/research-and-reports/reports/enhancing-retirement-advancing-lifetime-income-all Our Afternoon with Gloria Steinem https://milkeninstitute.org/article/our-afternoon-gloria-steinem Addressing the Financial Headwinds Faced by Gen Z and Millennials https://vimeo.com/1076695634 Ellevest (Women-focused wealth management) Gloria Steinem’s “Talking Circles” on women’s financial confidence Joia Louie Dreyfus’ “Wiser Than Me” podcast “Let Them” by Mel Robbins (book) Rate & Review on Apple Podcasts – Your feedback helps us reach more listeners and spotlight more incredible women in VC! Rate & Review here Contact the show: femalevclab@trailyn.com Sign up for our newsletter: https://www.femalevclab.com/ Follow us on social: X (formerly Twitter): @femalevclab Instagram: @femalevclab Bluesky: @femalevclab

Mother's Day may have passed, but there's still time to give a gift that truly matters- helping ensure the important women in your life are financially strong for years to come. While money conversations can feel uncomfortable or even taboo, they're essential for creating peace of mind and avoiding confusion down the road. From overlooked life insurance policies to disorganized accounts, too many families are left scrambling simply because no one had “the talk.” In this episode, Trent and Brandon break down how to have meaningful financial conversations with moms at every life stage: retired, young, or caring for both kids and aging parents. They discuss why getting organized matters, what documents and policies often go unnoticed, how to prepare for long-term care needs, and the overlooked value of digital literacy and cybersecurity. If you're looking to give a gift that truly matters this year, start here, with the tools and questions that can bring clarity, confidence, and comfort to your loved ones.   Here's some of what we discuss in this episode:

Fraud is evolving and it's becoming harder almost daily to decipher what is real and what is fake. It was reported in 2024 consumers lost over 12.5 billion dollars in romance scams alone. Check out our latest episode where podcast host, Jessica, interviews Senior Financial Educator DaVante as we discuss ways you can spot romance scams, share ways to stay vigilant and protected and why you should pause before scanning any QR codes in unexpected gifts that may show up on your doorstep. This season is one you don't want to miss out on. Tune in now

Manipur's demand for inclusion in the Fifth or Sixth schedule is valid. The state also needs financial and technical support for high-value agriculture, market-friendly crops, and micro-irrigation.  

In this episode of 'The Secret Formula of Femininity,' Dr. Nicole continues her conversation with Clifton J. Johnson. They delve into the intricacies of family dynamics, responsibilities of men, and the critical roles of leadership and 'followship' in relationships. Johnson shares his perspectives on protection, provision, and the innate qualities that define masculinity and femininity. Highlights include discussions on red flags in relationships, the importance of financial stability, and the evolving societal norms affecting gender roles. Stay tuned for insightful gems that could transform your approach to relationships and family life.

This week, Brandon Bowen discusses the critical aspects of retirement planning, particularly focusing on the 'retirement danger zone' and the importance of creating a solid income plan. He emphasizes the need for diversification in investment strategies to mitigate risks associated with market volatility as individuals approach retirement. The conversation also highlights the significance of understanding one's financial needs and developing a tailored income strategy to ensure a secure and enjoyable retirement. 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.

In this episode, Ryan Burklo and Alex Collins discuss effective retirement planning strategies that ensure individuals are not solely dependent on market performance for their retirement income. They emphasize the importance of liquidity, market risks, and the need for a diversified approach to asset allocation. The conversation highlights various withdrawal strategies and the impact of market volatility on retirement savings, ultimately advocating for a balanced approach that mitigates risks while maximizing 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 Rate of return should not dictate retirement timing. Market performance becomes salient when it hits you. Understanding liquidity is crucial for retirement planning. Market volatility can significantly impact retirement income. Having a liquid fund can protect against market downturns. Diversifying asset allocation is key to financial security. It's important to have a strategy for withdrawals during retirement. Clients often prefer less risk for more certainty in retirement. Comparative analysis of different retirement scenarios is essential. Effective planning can lead to increased cash flow and reduced taxation. Chapters 00:00 Introduction to Retirement Planning Strategies 02:52 Understanding Market Risks and Retirement Withdrawals 06:08 The Importance of Liquidity in Retirement 09:00 Strategies for Managing Market Volatility 12:03 Comparative Analysis of Retirement Scenarios 14:57 Trade-offs in Risk and Return 18:01 Conclusion and Call to Action

We celebrate Mother's Day by diving into the crucial topic of financial security for women, particularly mothers. Join certified financial planner Jennifer Johnson and family law attorney Kelley Gondring as they discuss the unique financial challenges women face, especially during significant life events like divorce. They share personal stories, historical insights, and practical advice on how women can empower themselves to take control of their financial futures.Jennifer and Kelley explore the importance of transparency in financial discussions within households, emphasizing that both partners should be involved in financial planning. They also touch on the evolution of women's rights in finance, highlighting the significant strides made since the 1970s, and the ongoing challenges women encounter today. This episode aims to inspire and equip women with the knowledge they need to secure their financial well-being, not just for themselves but for their families as well.Contact Jennifer and Three Magnolias Financial Adviors:jennifer@3-magnolias.com336-701-1600Contact Kelley Gondring with Gondring Law:336-724-4488The Triad Podcast Network is proudly sponsored by The Ginther Group Real Estate, Dewey's Bakery, and Three Magnolias Financial Advisors.

In this episode of WealthTalk, Christian Rodwell is joined by Anthony Bailey-Grice, Managing Director of LNPG, the UK's largest buying group exclusively for private landlords. Anthony shares the origin story of LNPG, born from the challenges private landlords face when trying to secure fair pricing and high-quality products, and how the company has grown into a powerful resource for landlords seeking better margins and stronger supplier relationships.Anthony explains how LNPG leverages contract pricing to unlock exclusive savings, why a tiered membership model supports landlords at every stage, and the importance of recurring income in building a sustainable business. He also highlights how onboarding and education—through monthly webinars and a thriving Facebook community—play a crucial role in helping members maximise the value of their membership.Whether you're a seasoned landlord or just starting out, this episode offers a behind-the-scenes look at how LNPG empowers its members with access, knowledge, and a supportive community—ultimately helping landlords save money, improve their properties, and grow their portfolios with confidence.Tune in to discover how LNPG is reshaping the landlord experience through collaboration, quality, and smarter buying power.Resources Mentioned In This Episode: >> LNPG [WEBSITE]>> LNPG [FACEBOOK GROUP]>> LNPG's monthly Non-Members Webinar>> Recommended PaintNext Steps On Your Wealth Building Journey: >> Join the WealthBuilders Facebook Community >> Schedule a 1:1 call with one of our team >> Become a member of WealthBuilders  If you have been enjoying listening to WealthTalk - Please Leave Us A Review! 

This week, Damon Roberts and Matt Deaton discuss the implications of tariffs on the economy and retirement savings, the volatility of the market, and the potential for a recession. They emphasize the importance of strategic retirement planning, especially for those nearing retirement age, and provide insights into managing risks and creating a stable financial future. 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.

The Bulletproof Dental Podcast Episode 391  HOSTS: Dr. Peter Boulden and Dr. Craig Spodak DESCRIPTION Peter and Craig discuss dental practice financial management, covering investment psychology, tax implications, and liquidity needs. They explore how dentists can optimize discretionary funds, manage investment risks, and consider practice expansion. The conversation highlights dentists' unique economic position, allowing calculated risk-taking while maintaining stability. They also examine hygienists' role in practice growth, financial expansion strategies, and the importance of understanding cash flow and enterprise value.   TAKEAWAYS Investments should be evaluated based on their potential to grow the practice. Taxes are often the largest expense in a dentist's life. Liquidity is crucial for financial security and peace of mind. Understanding the tax code can help dentists minimize their tax burden. The dental profession offers stability and consistent income opportunities. The role of hygienists is crucial for practice growth. Evaluating expansion opportunities requires careful financial analysis. Understanding cash flow is essential for sustainable growth. Investing in your practice is often the best financial decision. Psychological barriers can hinder investment decisions. Dentists should focus on building wealth through their practices. Networking and education are vital for financial success. The Bulletproof Summit offers valuable insights for dental professionals. CHAPTERS 00:00 Introduction 03:11 The Psychology of Investments in Dentistry 05:59 Understanding Taxes as a Major Expense 09:06 The Importance of Liquidity and Financial Security 12:02 Risk and Opportunity in Dentistry 15:02 Evaluating Practice Expansion vs. External Investments 20:41 The Role of Hygienists in Practice Growth 24:50 Financial Strategies for Practice Growth 27:29 Understanding Cash Flow and Returns 32:05 Investing in Your Practice vs. Other Assets 38:56 Preparing for the Future: The Bulletproof Summit   REFERENCES Bulletproof Summit Bulletproof Mastermind  

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