Podcasts about financial goals

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Best podcasts about financial goals

Show all podcasts related to financial goals

Latest podcast episodes about financial goals

The Money Gains Podcast
Money Moments 09 - Financial Expert Reveals The Hidden Truth About Inflation

The Money Gains Podcast

Play Episode Listen Later May 16, 2025 12:19


In this week's Money Moments we dive into how inflation actually impacts you and what you can do about it. Discover how the Stock Market School can help you turn small, consistent investments into life-changing wealth

Women Talk Money
EP 072 How to Balance Multiple Financial Goals Without Losing Momentum

Women Talk Money

Play Episode Listen Later May 15, 2025 29:30


In this episode, Aqura gives 5 tips on how to balance multiple financial goals without losing momentum. If you're someone who wants to pay off debt, and build an emergency fund, and buy a home, all in the same timeframe this episode is for you. You will learn the most important thing you can when it comes to achieving any financial goal and what to do when you're limited in terms of money and time. To learn more about 1:1 money coaching with Aqura ⁠⁠⁠⁠click ⁠here⁠⁠⁠⁠⁠. You will find all the details about money coaching, who it's for, what you will achieve and how to book a sales call to start working together.Subscribe to Surplus Living to have financial peace that outlasts payday. Make surplus living your new normal, so you can have up to $5,000 left over every month and keep it long after payday.Follow Aqura on Instagram ⁠⁠⁠⁠⁠@aquranicholson⁠⁠⁠⁠⁠. 

Divorce Master Radio
How to Plan for Future Financial Goals After Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later May 14, 2025 1:58


Millennial Money
Breaking Free from Golden Handcuffs: How to Align Your Career with Your Values and Financial Goals with Eliana Goldstein

Millennial Money

Play Episode Listen Later May 13, 2025 44:26


Are you trapped in a career that pays well but leaves you feeling unfulfilled? In this episode, career coach Eliana Goldstein reveals why so many ambitious professionals find themselves in the 'golden handcuffs'—high-paying jobs that don't align with their values—and how to break free without sacrificing financial security. You'll hear: Why the 'golden handcuffs' trap so many high achievers The common financial and emotional patterns Eliana sees in her clients How to identify your career values and align them with your financial goals The importance of strategic career pivots and side hustles How to quantify your 'enough' number and avoid the endless money chase You'll Walk Away Learning:  Many high achievers feel trapped in unfulfilling careers. The 'golden handcuffs' create financial and emotional conflict. Societal expectations can lead to career dissatisfaction. Mindset shifts are crucial for career fulfillment. The Career Upgrade Framework helps align values with career choices. Financial stress often impacts career decisions. People often assume they must take a pay cut for fulfillment. Comparison with peers can lead to dissatisfaction. Side hustles can provide purpose and confidence. Self-auditing is essential for understanding career engagement. Follow Eliana on Instagram for daily career tips, and check out her Career Upgrade Framework at ElianaGoldsteinCoaching.com and use the code TALKIN on the checkout page to get $150 off! Here is the link to the course. And don't forget to follow us @everyonestalkinmoney for more money mindset insights and behind-the-scenes content. Learn more about your ad choices. Visit megaphone.fm/adchoices

Divorce Master Radio
How to Plan for Future Financial Goals After Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later May 11, 2025 1:12


The Comic Book Kaiju
Thunderbolts* (New Avengers) Review

The Comic Book Kaiju

Play Episode Listen Later May 8, 2025 46:53


In this episode, Vactor and SuperTim dive deep into Marvel's Thunderbolts, discussing their initial thoughts on the film, character introductions, and how it compares to other Marvel movies. They explore themes of misfits and team dynamics, the future of the MCU, and the marketing strategies that may have influenced audience expectations. The conversation also touches on the director's vision and execution, as well as the significance of post-credit scenes in setting up future storylines. Ultimately, they share their final thoughts on the film and its place within the Marvel Cinematic Universe.What did you think of the Thunderbolts team? Chapters:00:00 Introduction to Thunderbolts03:00 Character Dynamics and Team Composition06:01 Themes of Misfits and Teamwork09:01 Narrative Structure and Pacing11:50 Comparisons to Other Teams15:01 Character Development and Arcs18:00 Future of the MCU and Building Blocks21:00 Post-Credits and Russo Brothers Influence26:23 The Shift from Communism to Capitalism in Characters28:02 Setting Up the New Avengers29:33 The Dynamics of Avengers vs. Doom30:54 The Role of Black Panther and Fantastic Four32:21 Theories on Dr. Doom's Introduction34:21 The Future of the Avengers and Team Dynamics36:39 Excitement for the MCU's Direction38:24 Reflections on Recent MCU Films40:53 The Importance of Established Franchises42:19 Marvel's Strategy and Audience Manipulation49:20 The Confusion of Movie Titles51:38 Balancing Audience Expectations and Financial Goals

The NewRetirement Podcast
Millionaire Milestones: Building Wealth on Your Terms with Sam Dogen

The NewRetirement Podcast

Play Episode Listen Later May 8, 2025 52:39


In this episode of Boldin Your Money, host Steve Chen welcomes back Sam Dogen, the Financial Samurai, to discuss his journey from Wall Street to financial independence, and his latest book, Millionaire Milestones. Sam shares hard-earned insights from his early career in finance, the emotional and financial toll of market downturns, and how he transformed a cathartic blog into a thriving income source and community. The conversation explores the power of compounding, the value of real estate in wealth-building, risk tolerance, money mindset, and why aligning financial goals with personal values is crucial. Sam also dives into how AI is shaping the future of content creation and wealth strategy, both as a tool and a hedge. Whether you're starting your financial journey or refining your path to early retirement, this episode offers rich takeaways on how to invest with intention, build passive income, and live a life of purpose and autonomy.

WealthTalk
Unlocking Exclusive Deals for Landlords: Anthony Bailey-Grice on LNPG's Secret to Saving Thousands

WealthTalk

Play Episode Listen Later May 7, 2025 38:50


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! 

Financial Pathway
176. How to Create Financial Goals That Actually Work

Financial Pathway

Play Episode Listen Later May 6, 2025 7:18


Tired of setting financial goals that fizzle out? Learn how to use the SMART framework to turn your aspirations into clear, achievable goals that actually move you forward.

THE IDEAL BALANCE SHOW: Real talk, tips & coaching on everything fitness, family & finance.
403 | Bank Features That Make Budgeting Easier — and How to Choose the Best Bank or Credit Union for Your Financial Goals

THE IDEAL BALANCE SHOW: Real talk, tips & coaching on everything fitness, family & finance.

Play Episode Listen Later May 5, 2025 13:02


Snag Our Simplified Budget System!Hey there, budget besties!

The Greatness Academy Podcast
Escaping the Sunken Cost Trap | The 7th Cents Podcast

The Greatness Academy Podcast

Play Episode Listen Later May 5, 2025 30:34


In this thought-provoking episode of The 7th Cents Podcast, hosts Mike Macklin (Money Mike) and Rob Lee Simmons (Coach RL) break down the sunken cost fallacy — and not just in your wallet, but in your relationships, careers, and everyday decisions.They explore:What the sunken cost fallacy is and how it shows up in real lifeWhy we stay stuck in bad investments — emotional, financial, or otherwiseThe mindset shift needed to walk away without guiltHow to recognize when you're holding on to something just because you've already “paid” for itActionable steps to reclaim your time, energy, and money

Ask Gregory: Podcast - Income & Retirement Planning
Podcast 113: Shifting Your Mindset to Build Stronger Financial Habits

Ask Gregory: Podcast - Income & Retirement Planning

Play Episode Listen Later May 1, 2025 18:45 Transcription Available


Feeling stuck or overwhelmed by your finances? You're not alone—and you're not out of options. In this episode of Ask Gregory, Gregory Ricks helps you reconnect with your financial goals by making them personal, achievable, and even enjoyable. From shifting your mindset about emergency funds (hello, “reserve accounts”) to choosing the best debt payoff strategy, Gregory lays out realistic, motivating steps anyone can take and ways to make financial goal setting fun! Whether you're ready to start saving, stop stressing over credit cards, or just want to feel more in control, this episode gives you the motivation and tools to make it happen.For more episodes like this head over to www.gregoryricks.com/podcastFor the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on: New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!If you have any questions or are looking for some financial advice?CLICK HERE to Book a Consultation The free consultation provides an overview of products and services offered by Gregory Ricks & Associates. Investment advisory services made available through AE Wealth Management, LLC, a Registered Investment Adviser, and there is no obligation.

Moolala:  Money Made Simple with Bruce Sellery
Helping The BIPOC Community Reach Their Financial Goals

Moolala: Money Made Simple with Bruce Sellery

Play Episode Listen Later Apr 30, 2025 11:41


We speak to David Griffiths, CEO and Founder of Brothers Who Care, about their LEGUP Wealth initiative and how they're helping BIPOC communities reach their financial goals. Find out more about Brothers Who Care on Instagram and connect with David on Instagram and LinkedIn.

Money Rehab with Nicole Lapin
How to Use Your Budget Now to Meet Your Future Financial Goals

Money Rehab with Nicole Lapin

Play Episode Listen Later Apr 29, 2025 37:39


How do you work towards multiple financial goals at once? The answer isn't some money move that your future self will need to make… the answer lies within the money moves you are making now. Right now. And we'll show you how to make those money moves, with help from Bank of America, who Nicole partnered with for this episode. Whatever goals you're working towards, long-term or short-term, Bank of America Corporation has  tools to help you get there at http://bofa.com/FinancialNextSteps.

Beyond the Money
The Importance of Financial Planning

Beyond the Money

Play Episode Listen Later Apr 29, 2025 22:54


This week on Beyond The Money, Jackie Campbell discusses the importance of using turn signals while driving as a metaphor for planning in retirement. The conversation transitions into creating a retirement roadmap, understanding income streams, and the role of annuities in financial planning. Jackie emphasizes the significance of setting clear financial goals and addressing market risks while tailoring financial plans to individual needs. 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.

Pilot Money Podcast
Don't Let Market Turbulence Derail Your Financial Goals

Pilot Money Podcast

Play Episode Listen Later Apr 28, 2025 19:50


In this episode of Pilot's Portfolio, Timothy P. Pope, CFP® shares practical strategies for building financial resilience in volatile times. Drawing parallels between aviation safety and financial planning, Tim explains how pilots can strengthen their financial "redundancy" to absorb unexpected challenges like airline slowdowns, downgrades, or health setbacks. Whether you're buying a home, saving for retirement, or thinking about Roth conversions during market pullbacks, this episode is packed with actionable tips to help pilots stay financially stable and confident through every phase of their career.What You'll Learn from This Episode:Building Financial Redundancy: Why having multiple layers of financial security is crucial for pilots.Home Buying and Vehicle Financing Tips: How to stay financially flexible by avoiding the upper limit of your purchasing power.Timing Major Financial Moves: Why it's important to match financial decisions to your career "altitude."Access to Liquidity: The role of cash and brokerage assets in navigating downturns and opportunities.Roth Conversions and IRA Strategies: How down markets could create potential opportunities for smarter tax planning moves.Resources:Schedule An Appointment Our Practice's WebsiteSend Us Your QuestionsThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy P. Pope is a Certified Financial Planner™and principal owner of 360 Aviation Advisors, LLC (“360 Aviation Advisors”), a registered investment advisory firm. Investment advisory services are provided through 360 Aviation Advisors, in its separate and individual capacity as a registered investment adviser. Podcast episodes are provided through Pilot's Portfolio, in its separate and individual capacity. We try to provide content that is true and accurate as of the date of publishing; however, we give no assurance or warranty regarding the accuracy, timeliness, or applicability of any of the contents. We assume no responsibility for information contained on this website and disclaim all liability in respect of such information, including but not limited to any liability for errors, inaccuracies, omissions, or misleading or defamatory statements. Links to external websites are provided solely for your convenience. We accept no liability for any linked sites or their content and remind you that we have no control over their content. When visiting external web sites, users should review those websites' privacy policies and other terms of use to learn more about, what, why and how they collect and use any personally identifiable information. Usage of this content constitutes an explicit understanding and acceptance of the terms of this disclaimer.

ECNFIN
Investing Principal 9: Diversification may lower volatility and help you achieve your financial goals.

ECNFIN

Play Episode Listen Later Apr 24, 2025 8:40


A diversified portfolio can create a more comfortable environment for investors to weather the ups and downs of the stock market. A well-diversified portfolio typically carries lower risk while maintaining potential upside. Investors are more likely to stay the course... Read More ›

Wake Up to Wealth
Wealth Strategies with Mark Evans

Wake Up to Wealth

Play Episode Listen Later Apr 23, 2025 35:45


In episode 37 of Wake Up to Wealth, Brandon Brittingham interviews Mark Evans, a real estate investor and business consultant, as he discusses the importance of relationship capital, the transition from being a boss to a leader, and the critical lessons learned from near bankruptcy. Tune in for insights on wealth-building and the power of community in achieving financial goals.SOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/ Mark EvansInstagram: https://www.instagram.com/markevansdmFacebook: https://www.facebook.com/markevansdmWEBSITESBrandon Brittingham: https://www.brandonsbrain.org/homeMark Evans: https://www.markevansdm.com/ 

Building Great Sales Teams
The Last BGST Episode

Building Great Sales Teams

Play Episode Listen Later Apr 23, 2025 20:51


In this farewell episode, Doug Mitchell announces the conclusion of the Building Great Sales Teams podcast. Reflecting on his journey and experiences, Doug explains his decision to transition into general business consulting and launch a new venture, Texas Shine Co., a home service company focusing on power washing and lighting. He discusses his motivations, the challenges he faced in a recent W2 position, and his ambitious goal of reaching $350,000 in revenue within the first year. Doug also introduces his forthcoming podcast, Texas Biz Dad, which will document the process of building his new business and expand to cover various business topics. He expresses gratitude to his listeners and emphasizes the importance of persistence and resilience in entrepreneurship.Chapters00:00 Introduction and Nostalgia00:54 Transition to General Business Consulting01:54 Ending the W2 Position03:44 Starting Texas Shine Coat04:31 Documenting the Journey05:20 Family Involvement and Future Plans06:44 Financial Goals and Confidence08:59 Launching Txbizdad Podcast11:25 Addressing Doubts and Proving Competence17:50 Final Reflections and Gratitude Thank you for supporting Building Great Sales Teams! If you want to learn more about our host Doug Mitchell or get free BGST resources go to www.salesprogrambuilder.comAnd don't forget to visit us on Apple Podcasts to leave a review and let us know what you think! Your feedback keeps us going. Thanks for helping us spread the word!

WealthTalk
Defining Your ONE THING to Transform Your Daily Productivity w/ Jay Papasan

WealthTalk

Play Episode Listen Later Apr 23, 2025 40:37


In this episode of WealthTalk, we're joined by Jay Papasan, bestselling co-author of The One Thing, who reveals how mastering focus and embracing fear can be powerful drivers of success in business and life. With host Christian Rodwell, Jay shares his journey from being a book editor to building wealth as an entrepreneur, and how shifting his mindset was the first step towards lasting transformation.Jay explains how fear is often a signal pointing us toward growth and opportunity, and why learning to focus on just “one thing” can create extraordinary results. He dives into the core concepts behind his book, including the importance of clarity, daily discipline, and aligning your actions with your highest priority. Along the way, he opens up about the real challenges of entrepreneurship, the role of willpower and habit-building, and how integrity and mentorship played pivotal roles in his own success.This episode is packed with practical advice for anyone on the entrepreneurial path—whether you're feeling overwhelmed by too many choices, unsure where to start, or struggling to maintain momentum. Jay's insights will help you cut through the noise, take focused action, and build a business and life with purpose.Tune in now to discover how fear, when met with clarity and courage, can become your greatest ally on the journey to wealth and fulfilment.Resources Mentioned In This Episode: Next 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! 

Behind The Wealth with Roger Abel
What's Holding You Back From Your Financial Goals?

Behind The Wealth with Roger Abel

Play Episode Listen Later Apr 23, 2025 38:46


Roger and Elias look at the reasons many investors fail in the pursuit of their financial goals and share tips & tools to help put you on a better path.  Take control of your financial future: https://www.btwealthshow.com/start-planning Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.   The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, consult with your attorney, accountant, and financial or tax advisor prior to investing.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional.  Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  All investing involves risk including possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced  All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. #personalfinance #retirementincome #financialplanning #financialfreedom #financialadvisor #retirement #investing #stockmarket #mortgage 

Money Matters with Ken Moraif
Discipline: Take Only As Much Risk As Necessary To Accomplish Your Financial Goals

Money Matters with Ken Moraif

Play Episode Listen Later Apr 18, 2025 44:04


The Yovy D Show
2025 TYDS -Unlock the secrets of thriving within company culture and conquering mental health challenges!

The Yovy D Show

Play Episode Listen Later Apr 16, 2025 45:25


Hello, everyone! I'm excited to introduce you to my friend, Jacqueline Moreno. Today, we'll be discussing a topic that is very close to our hearts: navigating workplace culture while caring for our mental health, with a focus on anxiety and grief. Let's prepare for a meaningful conversation! I am Yovy Daniels, a former television corporate professional in the U.S. Spanish-speaking broadcast industry. I am building my media consulting firm, Alkiria Media Branding Consulting (AMBC). My business focuses on advocacy as a speaker and facilitator, emphasizing the importance of addressing Afrolatinx stories with proper respect and etiquette. I aim to challenge trends that promote ignorance or erasure and highlight those who have helped me succeed. Furthermore, I advocate for and document the personal stories of Afrolatinx individuals. I am passionate about female empowerment, higher education advocacy, and emotional intelligence. Additionally, I am the co-creator and host of @todolatinoshow with @todowafi on @youtube. I strive to deliver lectures at colleges and universities that establish new academic studies on the Afro-Latinx experience, explore contributions to pop culture, highlight digital trendsetters, and address future endeavors in social justice, diversity, equity, and inclusion (DEI). As a producer and host of two podcasts, I am a native Spanish speaker who collaborates and co-hosts the TodoWafi media show, Todolatino. I have been featured in several articles as one of the top Afrolatinx content creators to listen to, and I am honored to be part of this project. Please note that the views expressed by guests, sponsors, or me do not necessarily reflect the policies of Alkiria Media Productions, LLC. These opinions are solely those of the individuals, agencies, or businesses involved. Additionally, some explicit language may be used for illustrative purposes in the content. For more information and relevant links, check out the show notes below:- Find Jacqueline Moreno's wellness page: https://www.instagram.com/jmwellnessmiami/ - Yovy D's Linktree: https://linktr.ee/yovyd - Yovy D's Patreon: https://www.patreon.com/Yovy_D Are you interested in podcast editing and voice-over services? Explore these links:- The 50Fifty: https://linktr.ee/the.50fifty - Goo Media: https://goomedia.io/about-us/ - Goo Media's Podcast Audio Editing: https://goomedia.io/services/podcast-audio-editing/ - Yovy D's Linktree: https://linktr.ee/yovyd - Yovy D's Patreon: https://www.patreon.com/Yovy_D - Yovy D's Website: https://yovyd.com/ Keywords: Talent acquisition, Human Resources, Entrepreneurship, Mental Health, Grief, Time Management, Financial Goals, Friendship Goals, Personal Journey #business #lifeplanning #financialgoals #entrepreneurship #humanresources#podcast #hispanicheritagemonth #latinheritagemonth #griefinsight #grievingprocess #latinculture #beinglatina#saludmentalNOTA IMPORTANTE LAS OPINIONES DADAS EN ESTE SHOW SON EXCLUSIVEIVAMENTE MIAS O EXCLUSIVAMENTE LAS DE MIS INVITADOS**** CHOMBITA CHRONICLES PODCAST ES UNA PRODUCCIÓN DE ALKIRIA MEDIA PRODUCTIONS - COMPAÑÍA INDEPENDIENTE SOCIEDAD ANÓNIMA.

WealthTalk
How to Make Your Property Portfolio Work Harder with LHA Strategies

WealthTalk

Play Episode Listen Later Apr 16, 2025 55:12


In this episode of WealthTalk, we're joined by Raj Beri, a former scientist turned full-time property investor, who reveals how he built a successful portfolio using innovative strategies—including the Local Housing Allowance (LHA) model) to maximise rental income. With hosts Christian Rodwell and Kevin Whelan, Raj unpacks the complexities of navigating housing benefit tenants, government regulations, and tenant relationships, while debunking common myths that deter many investors from exploring this path.Raj shares the ups and downs of leaving behind a stable career, the importance of having a financial safety net, and how mentorship and community support have been key pillars in his property journey. He speaks candidly about the challenges of tenant management, the need for adaptability in an ever-changing market, and how leveraging his corporate skills helped him become a more effective landlord and investor.The episode also highlights Raj's belief that anyone can succeed in property with the right mindset, education, and support. Whether you're just getting started or looking to expand your strategy, this conversation offers practical insights into achieving long-term wealth through property.This episode is essential listening for aspiring and experienced property investors alike—especially those curious about high-cashflow models, buy-to-let, HMOs, and building resilience in the face of regulatory change.Tune in now to learn how Raj Beri transformed his life through property investment—and how you can too.Resources Mentioned In This Episode: >> Raj Beri [LinkedIn]>> Raj Beri [Website]>> Brand New! Wheel of WealthNext 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! 

Money Wisdom
Financial Goals You Shouldn't Overlook

Money Wisdom

Play Episode Listen Later Apr 11, 2025 10:46


When it comes to preparing for retirement, most people focus on the obvious goals of saving enough and building an emergency fund. But in this episode of Money Wisdom, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® explore the deeper, often overlooked financial goals that truly make or break your retirement experience. It's not just about hitting a magic number. It's about assigning purpose to each dollar you've saved. Proper planning goes well beyond investments to include things like tax strategies, income planning, healthcare expenses, gifting, legacy planning, and even how you'll spend your time. If you're wondering what you might be missing as you approach retirement, join us as we answer Here's what we discuss in this episode:

WealthTalk
1 Product, 2 Customers: Donnie's Blueprint to a Multi-Million Pound Business with Minimal Hours

WealthTalk

Play Episode Listen Later Apr 9, 2025 60:05


In this episode of WealthTalk, we're joined by Donnie Maclean, the founder of Eat Balanced, a company committed to creating healthier pizzas that don't compromise on taste—developed in collaboration with a professor of nutrition. Donnie takes us through his entrepreneurial journey, highlighting the challenges of building a food brand from scratch, getting into supermarkets, and the even harder task of staying on the shelves.He shares his philosophy of "health by stealth", aiming to improve nutrition without forcing radical changes in consumer habits. Throughout the conversation, Donnie speaks openly about the emotional roller coaster of business ownership, the importance of accountability, and the lessons he's learned from years in the industry. His story is one of resilience, innovation, and the constant pursuit of improvement.The episode also explores Donnie's transition into the world of business acquisitions and sales, as he discusses the flawed nature of the current system and the emotional toll it can take on business owners. His new venture, Sell to Retire, is focused on supporting entrepreneurs who are ready to exit, by bridging the gap between sellers and buyers with empathy and understanding. Donnie reflects on the essential role of trust and communication in business relationships and shares his belief that financial independence is achievable with the right planning, especially as retirement approaches.This episode is a must-listen for anyone passionate about entrepreneurship, nutrition, business growth, or preparing for a successful business exit.Tune in now to hear Donnie's incredible journey and gain valuable insights that could transform your own business path.Resources Mentioned In This Episode: >> Donnie Maclean [LinkedIn]>> Health by Stealth [Website]>> Take the quiz to see if your business is ready to sellNext 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! 

Investor Fuel Real Estate Investing Mastermind - Audio Version
The Ultimate Guide to Equity Bridge Solutions: Achieve Your Financial Goals

Investor Fuel Real Estate Investing Mastermind - Audio Version

Play Episode Listen Later Apr 8, 2025 35:30


In this episode, Brett McCollum interviews Nate Fugate, who shares his journey from military service to law enforcement and ultimately to real estate. Nate discusses his initial foray into wholesaling, the challenges of transitioning to flipping properties, and the realities of experiencing losses in the real estate business. He emphasizes the importance of adapting to market changes and introduces his new initiative, Equity Bridge Solutions, which aims to assist homeowners in need of financial support while selling their properties. The conversation highlights the resilience required in the real estate industry and the innovative strategies being employed to navigate current market conditions.   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   —--------------------

The Life Money Balance™ Podcast
What Is Comprehensive Financial Planning? (And Why It Matters Now More Than Ever)

The Life Money Balance™ Podcast

Play Episode Listen Later Apr 8, 2025 18:19


In this episode,Dr. Preston Cherry shares why financial planning should go beyond just investments. Many people feel let down by traditional advice that doesn't reflect their real lives. He explains how the best financial plans connect your money with your goals, values, and well-being. At the heart of it all? Trust, understanding, and a big-picture approach.Takeaways:• Connect money + life• Go beyond investing• Clients want trust• Advisors must listen• Plan the whole pictureWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

Making Shift Happen
207. My 2025 Non-Money Financial Goals

Making Shift Happen

Play Episode Listen Later Apr 4, 2025 20:07


Financial goals don't have to be about money - they can be about other things that impact your money and investments. This also includes how you choose to invest your TIME, which is fleeting, fam. ⏰ How do you want to invest your time and energy in 2025?

AZREIA Show
Raising Capital with Vision - Dez Loessberg

AZREIA Show

Play Episode Listen Later Apr 4, 2025 34:56


In this episode of The AZREIA Show, host Mike Del Prete welcomes special guest Dez Loessberg from One Stop Lending. Dez, a seasoned real estate investor and Member Spotlight awardee, shares his journey from owning one rental property in 2019 to achieving significant real estate success by leveraging unconventional capital strategies. Dez discusses the importance of creating a compelling 'bank book' or credibility package to secure private funding and build credibility. The conversation covers key insights on building a successful real estate investing career, creative financing strategies, and the importance of having a purpose-driven approach to business. Tune in to learn valuable tips and actionable advice that can transform your investing journey! Key Takeaways: 00:25 Member Spotlight: Dez Loessberg 00:51 Dez's Real Estate Journey 03:36 Finding Your Lane in Real Estate 06:53 Unconventional Capital Strategies 11:36 Creating Your Credibility Package 16:51 Ground-Up Construction and Future Goals 18:22 Proof of Concept and Initial Success 18:47 Creating a Compelling Story for Investors 20:03 Importance of Personal Touch in Lending 20:52 Examples of Successful Credibility Packages 23:04 Creative Financing Strategies 25:26 The Four C's of Underwriting 30:37 Fundraising Tips and Final Thoughts     ------     The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in #realestate  Join AZREIA here: https://azreia.org/join Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at

WealthTalk
Communicate with Confidence: Mastering Public Speaking w/ Andy Haynes

WealthTalk

Play Episode Listen Later Apr 2, 2025 40:34


Stepping onto a stage or speaking in front of an audience can be intimidating, but mastering public speaking is a game-changer for building confidence, authority, and wealth. For Andy Haynes—award-winning property investor, former BBC presenter, and founder of Speaking Success—effective communication has opened doors to new opportunities and lasting connections.In this episode, Chris Rodwell and Andy explore the key strategies for becoming a confident speaker, including storytelling techniques, maintaining audience engagement, and using public speaking to elevate your brand. They also discuss how to turn nerves into a powerful asset, the importance of preparation, and why positioning yourself as a speaker can unlock joint ventures and business growth.If you're looking to improve your communication skills, build your personal brand, or use public speaking as a tool for wealth creation, this episode is packed with actionable insights to help you take the stage with confidence.Tune in now and start mastering the art of public speaking!Resources Mentioned In This Episode: >> Andy Haynes [LinkedIn]>> No More Rent: The First Time Buyer's Key to Unlocking Home Ownership [Amazon]>> Speaking Success w/ Andy HaynesNext 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! 

The Life Money Balance™ Podcast
Why High-Income Earners Need Spending Plans Instead of Budgets

The Life Money Balance™ Podcast

Play Episode Listen Later Apr 2, 2025 19:44


In this episode, Dr. Preston Cherry challenges traditional budgeting and introduces reverse budgeting, a method that prioritizes personal values and guilt-free spending while ensuring financial security. He outlines a five-step approach: knowing your retirement number, automating finances, covering fixed costs, enjoying discretionary spending, and reviewing regularly. His approach emphasizes a holistic, flexible path to financial wellness.Takeaways:• Budgets can feel restrictive• Reverse budgeting prioritizes paying yourself first• Aligning money with values boosts well-being• Guilt-free spending is possible• Regular financial check-ins matterWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

MONEYFITMD PODCAST
Episode 279: 3 Ways to Combat Financial Anxiety in 2025

MONEYFITMD PODCAST

Play Episode Listen Later Apr 1, 2025 27:35


Dr. Latifat is dedicated to helping women physicians take control of their finances with confidence and ease. Through mindset shifts and practical strategies, she empowers them to build wealth without burnout.In this episode, she shares powerful strategies to reduce financial anxiety. She explains how shifting your mindset, surrounding yourself with the right people, and adjusting your goals wisely can help you achieve financial freedom with less stress.Key Takeaways:The future you will be more equipped.Stop inflating your problems.Slowing down can actually help you move faster.Timestamps: 16:57 Understanding that your future self is more equipped17:53 The power of self-talk and reframing your thoughts19:03 Every financial problem has been solved before19:37 Surround yourself with the right people for growth21:11 When and how to adjust your financial goals22:04 Why slowing down can help you reach goals faster22:49 How MoneyFitMD can support your financial journey23:58 Final words and call to actionConnect with Dr. Latifat:☎️ Book A Call: www.moneyfitmd.com/call

ChooseFI
Breaking the Mold: How Lexi Redefined Her Financial Goals with ChooseFI | Episode 540

ChooseFI

Play Episode Listen Later Mar 31, 2025 43:33


Episode 13: Episode 279: Episode Summary: Lexi, a first-grade teacher from Las Vegas, shares her journey into personal finance, revealing how finding ChooseFI empowered her financial goals. Initially focused on homeownership, her perspective shifted during the COVID housing market boom, leading her to invest in her skills and explore high-yield savings accounts. The support of the local ChooseFI community helped optimize her retirement accounts and reshape her views on wealth and financial independence. Timestamps: 00:02:01 - Lexi's beginnings in personal finance and saving 00:04:51 - Discovering high-yield savings accounts 00:10:50 - The value of community support through ChooseFI 00:11:53 - Discussion on investing in retirement accounts 00:30:50 - The transformation in Lexi's approach to saving 00:35:07 - Lexi's reflections on passion for teaching and financial freedom 00:42:48 - Conclusion and call to action for joining local groups Key Takeaways: Homeownership Pressure: Lexi reveals how society's pressure on homeownership impacted her financial journey and how she reevaluated her goals. (00:02:45) High-Yield Savings Accounts: Discovering these accounts changed Lexi's savings approach, showcasing how money can work for her instead of just sitting idle. (00:04:51) Community Impact: Engagement with the ChooseFI local community provided valuable insights for optimizing retirement accounts and support from like-minded individuals. (00:10:50) Investment Strategies: Lexi shares her investment strategies including discussing Roth IRAs, 403(b)s, and 457 plans, stressing the importance of tax advantages. (00:11:53) Financial Awareness: Lexi emphasizes the importance of understanding fees in retirement accounts and the potential savings strategies available. (00:14:21) Pursuing Passion: Through smart financial planning, Lexi expresses her desire to remain a passionate teacher, without the burden of financial constraint. (00:35:07) Actionable Takeaways: Explore high-yield savings as a strategy to grow your savings more effectively. (00:04:51) Engage with local community resources to access valuable financial education and support. (00:10:50) Broaden financial goals beyond homeownership to include savings and investment strategies. (00:02:45) Key Quotes: “Rethinking my single aim of homeownership shifted my perspective on financial success.” (00:06:40) “My money is now working harder than I ever imagined!” (00:06:40) “If you are in public service sector, do some research; many might hold undiscovered advantages.” (00:14:21) Featured Resources: Books Discussed:  Quit Like a Millionaire book: (00:19:17) Just Keep Buying by Nick Maggiulli (00:19:39) Discussion Questions: How can community support enhance individual financial journeys? (00:10:50) What are the downsides of homeownership versus renting? (00:39:05) What alternative financial goals could one consider instead of simply owning a home? (00:02:45) Join the Community: If you haven't yet, join a local ChooseFI group to expand your financial education and network with others on similar paths. Visit ChooseFI.com/local for more information.

NerdWallet's MoneyFix Podcast
How to Build Wealth Right Now and How Couples Can Align on Financial GoalsHow to Build Wealth Right Now Plus Ways for Couple to Align on Financial Goals

NerdWallet's MoneyFix Podcast

Play Episode Listen Later Mar 31, 2025 37:27


Learn the truth behind myths about building wealth, plus hear from a couple looking to align on  financial goals and values. Can you build wealth without starting a business? How can couples figure out what to do with extra money in their budget? Hosts Sean Pyles and Elizabeth Ayoola share their “money hot takes” and then talk to a married couple about how they can better align on financial priorities. Sean and Elizabeth kick off the episode with their thoughts on how to become a millionaire without needing to own your own business, and why they believe consistent investing from a 9-to-5 job can help you grow your wealth. Plus are Roth IRAs overrated? They might be when compared to Roth 401(k)s. Then, listeners Naomi and Andrew join Sean and Elizabeth to discuss how couples can align on their financial goals. They talk through how to define shared values, balance short- and long-term priorities, and decide how to use some new room in their budget wisely, including strategies for emergency funds, retirement, and kids' future savings. NerdWallet's list of the best savings accounts: https://www.nerdwallet.com/best/banking/savings-accounts  Get matched with a financial advisor by using NerdWallet Advisors Match: https://www.nerdwallet.com/best/investing/financial-advisors  NerdWallet's investment calculator will calculate how much your investments will grow based on your planned contributions, timeline, rate of return and compounding frequency: https://www.nerdwallet.com/calculator/investment-calculator  Are you on track to save enough for retirement? Use NerdWallet's calculator to check your progress, see how much retirement income you'll have and estimate how much more you should save: https://www.nerdwallet.com/calculator/retirement-calculator  In their conversation, the Nerds discuss: how to build wealth without a business, investing from a 9 to 5 job, becoming a millionaire from salary, Roth IRA vs Roth 401k, Roth IRA contribution limits, backdoor Roth IRA, Roth 401k benefits, emergency fund recommendations, short term financial goals, good debt vs bad debt, paying off debt as a couple, managing money in a marriage, budgeting as a couple, aligning financial goals with a partner, daycare budget reallocation, how to prioritize financial goals, saving for a home addition, using home equity loan, 529 plan alternatives, taxable brokerage for kids, feeling behind on retirement, retirement planning anxiety, compound interest retirement, how to save for multiple goals, financial planning for couples, building credit as a couple, margin in budget meaning, shared financial values, and daycare cost savings. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend.

Investing Compass
Buying a home out of reach? Try these financial goals instead.

Investing Compass

Play Episode Listen Later Mar 29, 2025 23:31


Some investors don't think that they have any goals to work towards, so they are unable to add proper structures and frameworks to their investment portfolios. This episode goes through a framework to dig deeper for your financial goals by exploring what you want from life, and therefore your finances.You are able to find the full article here.As cost of living increases and careers become more demanding, many younger people are also turning to income investing to derive a passive income. As more Aussies move towards this style of investing, we must understand what the opportunity cost is. Mark's Unconventional Wisdom column explores the opportunity cost of being an income investor. In Shani's Future Focus column, she looks at the insights for investors from a man responsible for $16 trillion. Salim Ramji is the new captain at the helm of Vanguard. His recent visit to Australia included a conversation with Johnathan Shapiro which revealed insights into how Salim sees the world, and how investors can apply those insights to how they invest. A study found that younger generations were disengaged when it came to their superannuation – and this isn't surprising. It's hard for young people to be excited at the prospect of retirement. But the reality is, failing to review your super is like cutting a hole in your wallet and walking around as the money falls out. This week Sim explores how your level of engagement with superannuation can have a significant impact on your retirement outcomes. Every big decision in life has trade offs. This can make it hard to make a decision in the first place and, perhaps even worse, lead to regrets seeping in later. In this week's Bookworm, Joseph explores a simple three-step method for tackling life's big choices with confidence. From deciding between two jobs to choosing whether to rent or buy. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

MOM DOES IT ALL | Motherhood | Motivation | Self-love | Self-care | Mompreneurship | Energy | Mental Health | Fitness | Nutri

Join us in this enlightening conversation with Ursula Mentjes, an inspiring entrepreneur who shares her journey from being an accidental salesperson to leading a $20 million company. Ursula grew up on a farm in southern Minnesota, and with a degree in psychology and communication, she never imagined she would excel in sales. Yet, her story is a testament to the fact that selling is a learned skill. Ursula transitioned from a corporate career to entrepreneurship, driven by a pivotal conversation with a recruiter and her husband's encouragement. Listen in as she shares the challenges and personal growth that come with starting a business, emphasizing the significance of creating a "revenue container" or a 12-month revenue plan for business growth. In our discussion, we explore the importance of overcoming limiting beliefs, particularly for women entrepreneurs who often face resistance towards engaging with business finances. Ursula highlights the critical role of setting achievable financial goals and shares insights into the psychological aspects of business growth. We also celebrate the empowerment of women defining their own success and the rewards of tackling challenging tasks. Ursula's journey underscores the transformative power of entrepreneurship, offering valuable lessons for anyone looking to scale their business while fostering personal evolution. Connect with Ursula on Instagram, LinkedIn, and Facebook to learn more about her approach to coaching and her inspiring story. Connect with Ursula:Website: www.ursulainc.co Facebook: Ursula Mentjes - Business Specialist, Speaker and Author Instagram: @7figure_ceo LinkedIn: Ursula Mentjes YouTube: Ursula Mentjes TikTok: @7figure_ceo Let's keep the conversation going!Website: martaspirk.com Instagram: @martaspirk Facebook: Marta Spirk Want to be my next guest on The Empowered Woman Podcast?Apply here: www.martaspirk.com/podcastguest  Watch my TEDx talk: http://bit.ly/martatedx Ever thought about investing in the Stock Market but don't know where to start? Introducing Market Minds by Market Start—the all-new platform designed to make stock market investing simple, fast, and profitable! So why wait? Start your journey to financial success today! Visit themarketstart.com and take control of your future.     Great leadership isn't accidental — it's intentional. In CARE to Lead, Alex Draper reveals the key to building high-performing, people-first environments at work and at home through the powerful CARE Equation — Clarity, Autonomy, Relationships, and Equity®. Ready to lead and influence with impact? Grab your copy now at alex-draper.com and start your journey to better leadership today!  

Canadian Wealth Secrets
How To Reset Your Financial Plan and Know When it's Time For A Change

Canadian Wealth Secrets

Play Episode Listen Later Mar 28, 2025 18:07


Are you feeling stuck in your financial journey—like no matter what you do, you're spinning your wheels without making real progress or you're unsure that your plan is the right plan?If your financial situation isn't where you want it to be, it's not because of bad luck—it's because the system you've built around your money is delivering exactly what it's designed to. In this episode, we dive into Dan Heath's insights from Reset to help you recognize the hidden patterns shaping your wealth and, more importantly, how to break free from them. Whether it's your spending habits, investment strategy, or mindset around money, small shifts in the right places can create massive results.By understanding the core idea that your current financial plan is perfectly designed for your current results, you'll learn how to find leverage points that truly move the needle. Instead of making random changes, you'll discover how to focus on the interventions that matter—whether that's eliminating waste, doubling down on what's working, or rethinking your approach to financial growth. This episode will give you a clear framework to reset your financial trajectory and start seeing real, lasting progress.What you'll learn: Identify the hidden financial habits and systems that are keeping you stuck—and how to fix them.Discover leverage points that create outsized impact so you can stop wasting time on changes that don't move the needle.Learn how to restack your resources for compounding growth, eliminating financial waste and accelerating your wealth-building journey.Hit play now and take the first step in redesigning your financial system—because small, smart shifts today can lead to exponential results in your wealth journey!Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass hereBook a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey! https://canadianwealthsecrets.com/discovery Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here. Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or othReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

UNestablished Podcast
Reprise: How Much Does THAT Cost?! ("The American Dream")

UNestablished Podcast

Play Episode Listen Later Mar 26, 2025 89:06


Hey y'all!! This week is a reprise. We are coming off vacation and celebrating the nuptials of Monique and Kinard, and we is TIED! So in honor of the newlyweds getting married an annoucing their baby on the way, let's discuss THEE American Dream.  Below is the article we found  breaking down estimated living expenses for families across the country. The questions are... Can we actually afford to have a family? Will we ever be able to buy our dream home? Can we send our future children to college? Most importantly, what exactly is “The American Dream?” We are certain it is different for everyone. Let us know what you think and tell us your “American Dream” Here is the article:  'Why is it so hard to make it in America?' Here's the true cost of the American Dream As always you can connect with the ladies of UNestablished on TikTok, Instagram, and Facebook. You can also email any questions and/ or comments to unestablishedpodcast@gmail.com. If you would like to give a donation or support UNestablished as a podcast, you can head over to Buy Me a Coffee. There you can give a donation to help the podcast! Don't forget to leave us a five star rating and review on Apple Podcast, Spotify, and Audible. Thanks for listening and we hope you enjoy...Cheers!

WealthTalk
Smart Strategies for Commercial Property Success w/ Suzi Carter

WealthTalk

Play Episode Listen Later Mar 26, 2025 41:28


Leaving behind the familiarity of residential property investment can feel like a big leap, but for Suzi Carter, transitioning to commercial real estate has opened the door to higher returns, greater financial security, and long-term wealth-building opportunities. As a seasoned commercial property expert and founder of The Commercial Property Academy, Suzi has helped countless investors leverage SSAS pensions, navigate economic shifts, and uncover high-yield commercial deals.In this episode, Chris Rodwell and Suzi dive into the key strategies for succeeding in commercial property, including identifying undervalued properties, understanding tenant demand, and using creative deal structures like lease purchase options. They also explore the latest UK budget changes and how investors can adapt to new tax policies while capitalising on current market opportunities.If you're looking to diversify your portfolio, unlock new funding strategies, or build wealth through commercial property, this episode is packed with practical insights to help you take action.Tune in now and take control of your financial future!Resources Mentioned In This Episode: >> Suzi Carter [LinkedIn]>> Suzi Carter [Website]Next 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! 

The Daniel Gomez Inspires Show
234: Money Misunderstood: Reclaiming Your Power in the Financial Landscape with Jesse Wood

The Daniel Gomez Inspires Show

Play Episode Listen Later Mar 23, 2025 44:32


“We should value people like they're the most valuable person on the planet in front of us.” —Jesse Wood    Wealth is more than just numbers— it's about cultivating the right mindset. While money is a powerful tool, it is often misunderstood and mishandled due to the myths and misconceptions surrounding personal finance. But by having the right money mindset, we can unlock the secrets to aligning our finances with our purpose.  Jesse Wood is a finance expert and 40 Under 40 Awardee. He is passionate about helping others navigate the complexities of personal finance and achieve their financial goals. Tune in as Daniel and Jesse unpack the surprising connection between faith and finance, the art of adapting to any client, the importance of understanding client needs, the power of relationships, the strategies for overcoming limiting beliefs to achieve financial success, and more. Be Inspired! with Daniel:  Website (Makings of a Millionaire Mindset) Website (Daniel Gomez Global) Facebook Facebook Group X Instagram LinkedIn Pinterest YouTube Episode Highlights: 03:59  A Blend Of Business Principles And Biblical Wisdom 13:33 The Importance of Authenticity and Relationships  22:49 Overcoming Limiting Beliefs  39:05 Receiving 40 Over 40 Award  42:03 Teach What You Know, Reproduce Who You Are   Connect with  Jesse:  Jesse Wood is a dynamic leader in both financial services and the music industry, dedicated to empowering individuals to achieve long-term success. As a financial professional, he specializes in wealth management, investment strategies, and financial goal-setting, helping clients secure their futures with personalized solutions. His leadership has fostered high-performing teams that share his vision of financial empowerment, integrity, and excellence. In 2024, Jesse's associate broker team achieved the distinction of being the #1 team in their agency, a testament to his strategic leadership and commitment to outstanding client service. Beyond finance, Jesse is a recognized force in the music industry. A professional member of the Recording Academy's Class of 2023, he is passionate about educating and uplifting independent artists, providing them with the tools to navigate the evolving music landscape. His expertise in promotions has earned him a Billboard #1 in the gospel space, demonstrating his ability to drive success in the industry. Jesse's unique ability to bridge the worlds of finance and music allows him to advocate for both artists and entrepreneurs, equipping them with the knowledge and resources needed to thrive. Whether guiding clients toward financial independence or empowering creatives to expand their careers, Jesse remains dedicated to making a lasting impact. Website Instagram Facebook

#Clockedin with Jordan Edwards
#228 - EC#3 Aligning Financial Goals and Business Growth: Insights with Brigham Dallas (Group Calls)

#Clockedin with Jordan Edwards

Play Episode Listen Later Mar 20, 2025 90:08 Transcription Available


Send us a textDiscover the art of aligning your financial priorities with personal goals, as Brigham Dallas, founder of Hello Sugar, joins us to share his transformative strategies. Learn from Brigham's approach to smart spending and managing finances effectively, inspired by Ramit Sethi's principles. With insights on organizing financial goals and maintaining harmony in personal relationships, Brigham's wisdom promises to reshape your perspective on money management.Our conversation doesn't stop at personal finance. We tackle the complexities of franchising, spotlighting Augusta Lawn Care's journey of expansion across the United States. From understanding state regulations to strategic positioning in key markets like Chicago and Dallas, we unravel the intricacies of scaling a business successfully. Brigham's story of maintaining a work-life balance while managing multiple companies offers a blueprint for entrepreneurs striving for growth without sacrificing personal well-being.To round out this engaging episode, we focus on the power of automation and aligning incentives to ensure business success. Explore how tools like Zapier and AI can revolutionize operations, and learn from real-world examples of aligning employee goals with business objectives to boost performance. With stories of personal growth, travel, and the importance of peer support, this episode is packed with actionable insights and heartfelt moments that will leave you inspired and motivated. To Reach Jordan:Email: Jordan@Edwards.Consulting Youtube:https://www.youtube.com/channel/UC9ejFXH1_BjdnxG4J8u93Zw Facebook: https://www.facebook.com/jordan.edwards.7503 Instagram: https://www.instagram.com/jordanfedwards/ Linkedin: https://www.linkedin.com/in/jordanedwards5/ Hope you find value in this. If so please provide a 5-star and drop a review.Complimentary Edwards Consulting Session: https://calendly.com/jordan-555/intro-call

WealthTalk
How I Built My Own AI Property Power Team w/ Ian Bluck

WealthTalk

Play Episode Listen Later Mar 19, 2025 50:10


Leaving behind a stable corporate career is a big step, but for Ian Bluck, it was the best decision he ever made. After spending 24 years climbing the corporate ladder, he replaced his salary with just one property deal and transformed his approach to wealth building. In this episode, Ian shares how he leveraged property investment, networking, and technology to break free from the constraints of a traditional job and create a life of financial freedom.We explore the key mindset shifts required to transition from employment to entrepreneurship, the role of recurring income in long-term wealth building, and why surrounding yourself with the right community can accelerate your success. Ian also reveals how AI and automation are changing the game for property investors and business owners, making wealth-building strategies more efficient and scalable.If you've ever wondered what it takes to achieve true financial independence, this episode is packed with valuable insights and practical steps to help you take control of your future. Whether you're looking to grow your property portfolio, integrate smarter technology into your business, or develop the right wealth-building habits, Ian's journey offers inspiration and actionable advice.Tune in now and take control of your financial future!Resources Mentioned In This Episode: >> Ian Bluck [LinkedIn]>> Get Your Free AI Property Freedom Blueprint>> Watch "Can You Have A Lifestyle Business And Create Wealth? w/ John Lamerton"Next 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! 

Long Story $hort
Paying Off $100,000 in Four Years: How MMI Helped Ian Achieve His Financial Goals

Long Story $hort

Play Episode Listen Later Mar 18, 2025 11:48


What does it take to eliminate a six-figure debt in just over four years? From substantial sacrifices to strategic financial planning, Ian reveals how he and his family conquered $100,000 of debt and achieved financial freedom through MMI's debt management plan.You'll hear about Ian's journey through financial adversity, including the loss of his job during the Great Recession, and how he and his wife juggled multiple jobs to repay their debt. Ian emphasizes the importance of committing to a lifestyle that prioritizes living within your means and eliminating reliance on credit cards. He also sheds light on the patience and persistence required to see debt relief progress, encouraging others that the process indeed works.You'll be encouraged from: How Ian and his wife managed to pay off a daunting debt while balancing full-time jobs and freelancing Why reducing interest rates played a key role in their financial success Insights into the emotional and practical journey from overwhelming debt to exhilarating financial freedomKey moments:(00:00) Job Loss and Debt Struggles(05:14) Understanding Financial Enrollment Process(07:23) Debt Risks: Interest and Steep Rates(11:31) Financial Success Through Early Action

The Heyrachelcoons Podcast
Your Money Thermostat: Why You Keep Sabotaging Your Financial Goals with Rebekah Liger

The Heyrachelcoons Podcast

Play Episode Listen Later Mar 17, 2025 26:52 Transcription Available


Your nervous system might be secretly sabotaging your financial goals. Rebekah Liger, a trauma-informed master money and mindset coach, brings remarkable clarity to why so many of us hit the same money ceiling repeatedly despite our best efforts.Growing up below the poverty line with a single mother and six siblings, Rebecca's early money story was defined by scarcity, fear, and government assistance. She shares how becoming a teen mom herself led to repeating these patterns until she discovered the link between her nervous system and her financial reality.Ready to reset your financial thermostat and create a healthier relationship with money? This episode provides actionable insights to help you recognize and rewrite the unconscious patterns controlling your financial life.Check out Rebekah on InstagramListen to her podcast xoxo,RachelWhere to find me:Instagram: @heyrachelcoonsTikTok: @heyrachelcoonsJoin my FREE live training What kind of grocery shopper are you? Take my free quiz Check out my grocery savings guide

Pilot Money Podcast
Pilot in Command: Navigating Market Turbulence

Pilot Money Podcast

Play Episode Listen Later Mar 17, 2025 20:14


In this insightful solo episode, Timothy P. Pope, CFP®, explores how pilots can maintain command over their personal finances amidst market turbulence and external economic factors. Tim emphasizes the importance of focusing on what pilots can control in their financial planning, from responding to market conditions to proactive financial strategies. Join Tim as he guides you through managing the uncertainties of the financial world with confidence and clarity.What You'll Learn from This Episode:Control Your Financial Inputs: How pilots can effectively manage their reaction to economic changes and market conditions.Strategic Financial Planning: Tim discusses the importance of proactive financial planning and adapting strategies based on current economic landscapes.Navigating Economic Policies and Market Reactions: Insights into dealing with uncontrollable economic factors and their impacts on personal finances.The Importance of Staying Invested: Why staying in the market and regular contributions and rebalancing beats trying to time the market, especially in volatile times.Long-term Financial Goals and Retirement Planning: Strategies for securing financial stability as pilots approach retirement, including considerations for asset allocation and retirement income planning.Resources:Schedule An Appointment Our Practice's WebsiteSend Us Your Questions: pilotmoneypodcast@ceterainvestors.comThis episode is sponsored by: Beacon RelocationBeacon Relocation is a real estate firm helping pilots and air traffic controllers save money on their real estate transactions. By tapping into their network of over 1500 real estate agents across the country, pilots can save 20% of the real estate agent's commission towards your closing cost on the sale or purchase of your home. Visit https://www.beaconrelocation.com/ to learn more. Timothy Pope is a Certified Financial Planner™. Cetera Investors is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Tim's Branch Office is located at 5200 77 Center Drive, Suite 330, Charlotte, NC 28217. The branch phone number is 704-717-8900. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Investment Advisers. This Podcast is designed to provide accurate and authoritative information on the subjects covered. It is not, however, intended to provide specific legal, tax, or other professional advice. For specific professional assistance, the services of an appropriate professional should be sought.

Pursuit of Wellness
Girl Chat: Adult Friendships, Comparison, Intuitive Eating & Financial Goals w/ Taylor Teichman

Pursuit of Wellness

Play Episode Listen Later Mar 10, 2025 75:08


Ep. 181: Friendship in adulthood looks a lot different than it did in our twenties. In this episode, Taylor and I open up about how we've built deep, supportive relationships in our thirties—what's changed, what we've learned, and how to navigate everything from making new friends to setting boundaries. Taylor shares how she manifested her dream friend group after moving to Austin, and we talk about the challenges of balancing personal growth, self-doubt, and anxiety. Plus, we answer listener questions on self-worth, dealing with jealousy, and standing up for yourself in tough conversations. Leave Me a Message - click here! For Mari's Instagram click here! For Pursuit of Wellness Podcast's Instagram click here! For Mari's Newsletter click here! For Taylor's Instagram click here! Sponsored By: Ditch microplastics in your kitchen with Caraway's non-toxic, sustainable cookware. Right now, save $150 on our favorite set—plus, get an exclusive 10% off at Carawayhome.com/MARI or use code MARI at checkout. Achieve radiant, youthful skin in just 10 minutes a day with the BON CHARGE Red Light Face Mask. Get 15% off with code PURSUIT at boncharge.com. Show Links: Boost your wellness with Bloom Colostrum & Collagen Peptides, a 3-in-1 formula for gut health, immunity, and glowing skin. Available in Unflavored & Orange Cream! Topics Discussed 00:00:00 Introduction 00:00:38 Their friendship  00:02:55 The journey of making friends in Austin 00:06:38 Adult friendships take effort 00:10:16 Practices to stay positive  00:14:45 Expo West 00:17:13 Their husbands 00:23:10 Reading star signs 00:34:18 How to handle busy schedule and time for friends 00:35:35 How to find like-minded people in an area where nobody cares 00:37:46 What to do when you feel you haven't accomplished enough in life? 00:40:53 How to navigate triggers/anxiety around family? 00:44:28 How to listen to the body with intuitive eating? 00:49:14 How to maintain a friendship in different financial situations? 00:52:38 How to advocate for yourself in a doctor's office? 00:55:32 Adult female friendships 00:58:00 How to navigate through guilt when setting boundaries? 01:00:42 How to not compare yourself to other similar entrepreneurs in Austin? 01:05:03 How to support your best friend's relationship that you disagree with? 01:08:51 How to stop being affected by others' opinions 01:11:56 What Mari's lifestyle will be like once she's pregnant