Podcasts about financial goals

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Best podcasts about financial goals

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Latest podcast episodes about financial goals

The Moneywise Guys
6/30/25 Your Money-Saving Guide: Credit Cleanup + Solar Changes in California

The Moneywise Guys

Play Episode Listen Later Jul 1, 2025 45:28


The Moneywise Radio Show and Podcast Monday, June 30th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management Guest: David Castro, Next Phase Electric website: https://nextphaseelect.com/  

Your Money Matters with Jon Hansen
Mesirow Monday: Now is the time to revisit your financial goals

Your Money Matters with Jon Hansen

Play Episode Listen Later Jul 1, 2025


Every Monday, Jon Hansen is joined by a specialist from Mesirow to discuss a different topic surrounding finances. In this episode, Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow, joins Your Money Matters to talk about a mid-year financial check-in. Tiffany discusses budget changes, understanding where your money is going, and investing your money after […]

The Greatness Academy Podcast
Is Owning a Home Still the American Dream? | 7th Cents Podcast

The Greatness Academy Podcast

Play Episode Listen Later Jun 23, 2025 33:03


In this episode of The 7th Cents Podcast, Mike Macklin and Coach R.L. Simmons get real about one of the biggest financial questions today: Is homeownership still the American Dream—or just an expensive illusion?They unpack: 

Christian Wealth Podcast
How do you achieve financial goals?

Christian Wealth Podcast

Play Episode Listen Later Jun 23, 2025 9:55


Welcome to the Wealth With Purpose Podcast. In this episode, Alex Cook, founder of Wealth With Purpose, talks about on how do you achieve your financial goals.To learn more about what the Bible says about money, wealth, and business, visit www.wealthwithpurpose.com.Support the show: https://www.christianwealth.comSee omnystudio.com/listener for privacy information.

Smart Advice with Carissa Lucreziano
What Canadians want: New CIBC poll reveals what matters most to us right now

Smart Advice with Carissa Lucreziano

Play Episode Listen Later Jun 23, 2025 25:43


Has the current economic landscape led you to revisit your goals or adjust your journey to achieving them? If so, you're not alone. In this episode of Smart Advice, Carissa Lucreziano is joined by Sean Simpson, Senior Vice President of Public Affairs at Ipsos, to unpack the findings of the inaugural CIBC Ambitions Index. Together, they explore how Canadians are reshaping their goals with a focus on balancing health, financial stability, and personal relationships. From Gen Z's short-term wins to Boomers' focus on preserving wealth, the conversation dives into generational differences, economic challenges, and the resilience driving Canadians forward. Learn how clear goals, professional guidance, and celebrating milestones can help you achieve success in today's complex environment. This discussion offers valuable insights for anyone looking to reshape and achieve their ambitions. Three reasons you should listen to this episode:Learn how Canadians are reshaping their goals and priorities in the face of economic uncertainty Gain a deeper understanding of how ambitions differ across generations  Discover actionable strategies Canadians are using to achieve their goalsResourcesCIBC's "Smart Advice" Podcast and WebsiteVisit CIBC for more Smart AdviceCIBC Ambitions IndexIpsosEpisode Highlights[00:05] Financial Goals in the 2025 economyEach generation has different financial goals; Gen Z's bold dreams, Gen X's balancing act, and Boomers' retirement plans reflect how they meet economic shifts.The CIBC Ambitions Index, a groundbreaking inaugural study, reveals what drives these goals and the challenges holding people back.Senior Vice President of Public Affairs at Ipsos, Sean Simpson, joins us to unpack these insights, offering a clear lens on Canadians' financial and personal priorities.[01:06] Overview of the Ambitions IndexThe CIBC Ambitions Index, a comprehensive study, maps the goals, challenges, and shifting ambitions of Canadians.Health and wellness top the list, with 57% prioritizing a healthy lifestyle, while 85% focus on financial stability to secure their future.Personal relationships also matter deeply, as 49% emphasize building strong connections with family and friends.This balanced approach reflects a post-pandemic reset, where Canadians spread their energy across multiple domains rather than fixating solely on career or wealth.[04:29] Sean Simpson: “We can see through health, through finance and relationships that Canadians are really striving for a balanced approach, not putting all their attention on their career, not putting all their attention on health, but spreading their goals across many different ambitions.”[05:08] Resilience and determination of CanadiansDespite rising costs and economic uncertainty, 68% of Canadians remain steadfast in pursuing their goals.Strategic task prioritization and effective time management fuel this resilience, keeping progress on track.Celebrating small milestones proves crucial, with those who regularly review and acknowledge achievements showing greater motivation.Optimism prevails, as 61% feel confident about future successes, demonstrating a collective ability to navigate headwinds with purpose.[08:23] Generational differences in ambitionsCarissa and Sean discuss the generational differences in ambitions, with Gen Z being the most ambitious and optimistic.[09:05] Sean Simpson: “Gen Z is, while focused on the long term, I think has put a little bit more focus on almost bite sized ambitions or shorter term ambitions where they're able to recognize their progress and build on that.”Millennials prioritize saving for a home and spending quality time with family, while Gen X focuses on financial stability and retirement.Boomers aim to preserve their wealth and maintain financial independence without relying on their children.[11:59] Impact of the current economic environmentEconomic challenges, dubbed a "poly crisis," steer Canadians toward short-term goals, aiming to focus on the most urgent concerns.Soaring housing costs, high inflation, and elevated interest rates push 61% to focus on immediate needs like debt repayment and emergency funds.Long-term goals, such as retirement savings, often take a backseat as time-sensitive financial demands pile up.[12:55] Sean Simpson: “Everybody realizes that if you don't put that away now, you're going to struggle later in life. Absolutely. But some may not be able to afford to do that right now.”Affordability constraints force a practical mindset, and Canadians are adapting to live in the now while still eyeing future stability.[15:46 Financial independence across generationsFinancial independence takes unique forms across generations, shaped by distinct hurdles.For Gen Z, it means covering tuition or living without roommates, while Millennials strive for homeownership and stable budgets.Gen X focuses on building nest eggs to retire comfortably, avoiding work into later years.Boomers prioritize preserving wealth to remain self-sufficient, with mental health emerging as a key barrier for Gen Z, intertwining emotional and financial well-being.[19:53] Role of financial advice in achieving financial goalsFinancial advisors serve as vital partners in turning ambitions into reality, with 60% of successful Canadians leveraging their resources.Strategic planning support helps set and prioritize goals, while skills development tools enhance financial literacy.Networking and guidance from banks strengthen support systems, fostering resilience.[20:08] Sean Simpson: “Canadians who are successfully advancing their ambitions are more inclined to utilize their bank as a resource for achieving their goals, with a usage rate of 60% compared to only 49% among those who aren't.”Traditional financial assistance, like investment and tax planning can help Canadians progress toward their financial goals.[22:35] Future Trends and Hope for CanadiansCurrent economic uncertainties, from tariffs to market volatility, mark a unique moment, yet hope persists.[23:35] Sean Simpson: “I think Canadians will make even more progress on their ambitions than they have in the last year, which has no doubt been challenging, but rewarding at the same time.”As challenges like job anxiety and inflation ease, we may see greater progress toward ambitions.68% of surveyed Canadians feel that they are advancing toward their goals, setting the foundation for bolder aspirations.With reduced uncertainty, the pendulum may swing back toward long-term planning, inspiring new ambitions and sustained optimism.About Sean Sean Simpson is the Senior Vice President of Public Affairs at Ipsos, with over 15 years of expertise in public opinion polling, reputation management, and social trends research. Specializing in understanding Canadian behavior, Sean leads Ipsos' public affairs research, providing insights into financial independence, political behavior, and consumer confidence. His work, including the CIBC Ambitions Index, empowers organizations and individuals to navigate economic and social challenges with data-driven strategies.A trusted media spokesperson, Sean regularly appears on Global News, CTV and CP24, translating complex data into actionable insights. Passionate about education, he teaches survey design at the Laurier Summer Institute for Research Methods, helping professionals and policymakers make informed decisions in a rapidly changing world.Connect with Sean Simpson on LinkedIn.Enjoyed this Episode?If you did, be sure to subscribe and share it with your friends!Post a review and share it! If you enjoyed tuning in, leave us a review. You can also send this with your friends and family. A third of the way into 2025, we're seeing new financial challenges crop up. But similarly, Canadians are rising to meet them. Financial stability and independence are realistic, achievable goals that we can reach once we use all the tools available to us.Have any questions? You can connect with me on LinkedIn or through CIBC's Facebook, or Instagram.Thanks for tuning in! For more updates, visit our website. You can also listen to more amazing episodes on Spotify or Apple Podcasts. 

The Money Nerds
Competing Financial Goals - How to Prioritize, Sprint, and Stay Focused

The Money Nerds

Play Episode Listen Later Jun 19, 2025 23:54


Get social with me: Instagram: @whitney_hansen_co Tiktok: @whitneyhansen10 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Money On My Mind
Ep 64: Why You Sabotage Your Own Financial Goals (And How to Stop)

Money On My Mind

Play Episode Listen Later Jun 17, 2025 44:32


Welcome back to Money on My Mind! Today's episode is one of the most personal and powerful I've ever recorded. Despite battling a heavy heart and a tough cold, I felt compelled to sit down and share something deeply important: why we so often sabotage our own financial goals—and more importantly, how to break the cycle.   I open up about recent personal loss and the emotional struggles that come with it, tying it all back to how our mindset and subconscious beliefs can quietly but forcefully derail our money journey. We dive deep into childhood money scripts, upper limit beliefs, fear of success, and the psychological traps that keep us stuck. If you've ever wondered why it feels so hard to follow through with your financial plans, this episode is for you.   Timeline Summary [0:00] - Introduction [0:41] - Why we set goals but never follow through—and why I still showed up to record today [2:15] - How self-sabotage and upper limit beliefs shape your financial ceiling [4:39] - The impact of childhood money scripts and subconscious programming [8:27] - Personal story: learning money lessons the hard way as a kid [13:05] - Fear of success and how our past can create hidden resistance [16:58] - The tribal psychology of money and fear of outgrowing your circle [21:07] - Stockholm Syndrome and why staying broke sometimes feels safer [25:01] - Signs you're sabotaging your success—spending sprees, over-research, and distractions [29:31] - Tools to interrupt self-sabotage and shift your financial identity [39:13] - Journal prompts to help rewire your beliefs and unlock new success   Quoteables “Until people see themselves as someone who handles money well, they'll keep proving the opposite.” “Sometimes we're not afraid to fail—we're afraid to succeed and lose it all.” “Money is energy. Money is value. Money is not time spent.” “If I had money already, what would I be doing differently?” “You don't need to be great to start, but you need to start to become great.”   Links & Resources   https://bookwithbudgetdog.com/ped   If this episode spoke to you, I'd be grateful if you rated and reviewed the show! Don't forget to follow Money on My Mind and share it with someone else who might need to hear it. Your financial freedom starts with your mindset—let's rewire it together.

Your Life Your Wealth Network
Your Flexible Financial Goals # 495

Your Life Your Wealth Network

Play Episode Listen Later Jun 17, 2025 23:56


Having measurable achievable goals is an integral part of wealth planning. Many savers believe those goals should be immovable and remain unchanged. Should they? Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNERTM professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the importance and value of being flexible with your financial goals. Listening Time: 24 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

The Greatness Academy Podcast
Do Emergency Funds Create a Scarcity Mindset? | 7th Cents Podcast

The Greatness Academy Podcast

Play Episode Listen Later Jun 16, 2025 25:25


In this thought-provoking episode of The 7th Cents Podcast, Mike Macklin and Coach R.L. Simmons challenge one of the most widely accepted personal finance rules: Do emergency funds actually help—or do they keep us stuck in a scarcity mindset?They dig into: 

The Greatness Academy Podcast
This is Why A Students Work for C Students | 7th Cents Podcast

The Greatness Academy Podcast

Play Episode Listen Later Jun 9, 2025 27:25


In this eye-opening episode of The 7th Cents Podcast, Mike Macklin and Coach R.L. Simmons break down a hard truth: why A students often end up working for C students—and what it says about our education system, mindset, and definitions of success.They explore: 

Millennial Money
Why You Overspend, Procrastinate, and Compare: 6 Money Biases That Are Sabotaging Your Financial Goals

Millennial Money

Play Episode Listen Later Jun 7, 2025 32:45


You've got the budget app. You're reading the personal finance books. You know what you should be doing with your money—so why does it still feel so hard to follow through? In this episode of Everyone's Talkin' Money, Shari breaks down six sneaky psychological biases that shape your money decisions without you even realizing it. From anchoring to optimism bias, these aren't personal flaws—they're predictable brain glitches. But once you spot them, you can stop them. You'll walk away understanding: What anchoring bias is and why it makes that $100 dress feel like a steal (when it's not) Why the fear of losing money feels worse than actually losing it—and how that keeps you stuck How your brain protects old money stories through confirmation bias Why instant gratification keeps winning, even when your future self is begging you to chill How optimism bias tricks you into thinking “next month” will magically fix everything Why social proof bias is fueling lifestyle creep—and what to do instead This is the episode that will make you pause mid-scroll, mid-spend, or mid-self-doubt and say, “Ohhhh, that's what's going on.” If any of these biases hit home, share the episode with a friend and DM Shari @everyonestalkinmoney to keep the conversation going Learn more about your ad choices. Visit megaphone.fm/adchoices

The Greatness Academy Podcast
Supporting Black Businesses. Is It Worth It? | 7th Cents Podcast

The Greatness Academy Podcast

Play Episode Listen Later Jun 7, 2025 27:46


In this episode of The 7th Cents Podcast, Mike Macklin and Coach R.L. Simmons dive deep into the conversation around supporting Black-owned businesses. Is buying Black a revolutionary act or just a trendy phrase?They explore: ✔️ The real economic impact of circulating the dollar in Black communities ✔️ Common misconceptions and barriers to supporting Black businesses ✔️ The difference between support, loyalty, and accountability ✔️ How quality, pricing, and service factor into the conversation ✔️ What it really means to build wealth through collective economicsWhether you're passionate about Black entrepreneurship or curious about where your dollars go, this episode challenges the norm and breaks down what “support” really looks like in today's economy.

The Retirement Learning Lab, with Van Richards, ChFC®
Creating Your Financial Inventory: The Difference Between Guessing and Knowing Your True Worth

The Retirement Learning Lab, with Van Richards, ChFC®

Play Episode Listen Later Jun 6, 2025 29:45


Send us a textWelcome back to the Retirement Learning Lab! In this episode, Van Richards continues the "Getting Your Financial House in Order" series by showing you how to transform your organized documents into a crystal-clear picture of your true financial position.What You'll Learn:The critical difference between having organized documents and actually knowing what you're worthWhy even intelligent professionals struggle with financial planning (featuring real client stories)The three essential components of a complete financial inventoryHow to avoid the costly mistakes that could derail your retirementReal Stories That Will Open Your Eyes: Van shares two powerful client stories: Bob and Susan, who discovered they had $750,000 MORE than they thought (and could have retired years earlier), and Tom, who thought he had $900,000 but actually had only $525,000 (avoiding a retirement disaster).Key Topics Covered:Assets, liabilities, and net worth calculationSpecial considerations for retirement planningTax implications of different asset typesLiquidity considerations and growth vs. income assetsHow high debt can block access to reverse mortgagesThe emotional side of financial discoveryYour Free Tool: Download the Retirement Life Workbook Module 1 at forms.richardsfinancialplanning.com - the same organizational system Van uses with paying clients, now available free to help you create your comprehensive financial inventory.Action Steps for This Week:Gather all financial statementsList every asset with current valuesDocument all liabilities and debtsCalculate your net worth and liquid net worthReview everything with your spouseRemember: You can't solve problems you don't know you have, and you can't take advantage of opportunities you don't know exist. Your journey from insecure to in control starts with knowing exactly where you stand today.Next Week: Understanding what your financial inventory means for your retirement goals and tax-sensitive account strategies.Educational content only - not investment advice

Order of Man
Regain Momentum, Be a Manly Man, and Overcome Your Heart at War | ASK ME ANYTHING

Order of Man

Play Episode Listen Later Jun 4, 2025 75:01


In this Ask Me Anything episode, Ryan Michler and Kipp Sorensen tackle questions around forgiveness, grief, confidence, and masculine responsibility. They explore how to regain momentum after major life setbacks, navigate strained relationships with parents, and balance humility with confidence.  The hosts also discuss toxic masculinity, fatherhood, and the importance of modeling strength and integrity. This episode is a call to rise above a “heart at war” and live as a man of purpose—even in the face of fear, trauma, and adversity. SHOW HIGHLIGHTS 00:00 – Opening & News Headlines 03:50 – Forgiving Parents Without Reconnecting 17:18 – Confidence and Humility in One Hand 24:35 – Facing Mortality & Leading Your Family 35:42 – Regaining Momentum After Loss 40:59 – Prioritizing Fitness vs. Financial Goals 48:37 – Why Most Men Stay Stuck 59:05 – Toxic Masculinity, Feminism & Prevention   Battle Planners: Pick yours up today! Order Ryan's new book, The Masculinity Manifesto. For more information on the Iron Council brotherhood. Want maximum health, wealth, relationships, and abundance in your life? Sign up for our free course, 30 Days to Battle Ready  

The Skin Real
Is Your Skincare Budget Sabotaging Your Financial Goals?

The Skin Real

Play Episode Listen Later Jun 2, 2025 35:23


Get Dr. Mina's Ultimate (Affordable) Skincare Guide here. In this episode, Dr. Mina talks with Dr. Bonnie Koo, a physician-turned-financial coach, about what it really means to take control of your finances—and why it matters, especially for women. They explore how money, identity, aging, and beauty intersect, and why financial literacy is a powerful tool for self-care and empowerment. Dr. Bonnie shares her own journey of leaving medicine to help women build wealth, shift their money mindset, and challenge outdated beliefs about retirement and success. Expect honest reflections, practical tips for financial growth, and a refreshing take on what it means to feel confident—in your finances and yourself!   Key Takeaways: - Shared experiences among women create a comfortable space for discussing money. - Women often feel pressured by societal beauty standards, impacting financial choices. - Financial wellness is a crucial aspect of self-care. - Many women prioritize others over themselves, affecting their financial health. - The traditional retirement model is outdated and needs reevaluation. - Financial freedom is achieved through asset accumulation, not just debt repayment. - Work-life balance should be redefined as work-life integration. - Understanding personal values and goals is essential for financial planning. - Conversations about financial goals should be ongoing in relationships. You can create value and income in various ways. - Courage is essential for making financial changes. - Mindset plays a crucial role in financial growth. - Spending habits reflect personal values and priorities. - Investing in personal development is key to success. - Understanding money management is a learnable skill. - High income does not guarantee financial security. - Diversifying income streams is important for stability. - Women should feel empowered to want more money. - Financial education is crucial for long-term success.   Bonnie Koo, MD is master certified life coach, physician and founder of Wealthy Mom MD. She is the money coach for women physicians. She is a proud graduate of Barnard College and Columbia University's College of Physicians & Surgeons. She is the host of the Wealthy Mom MD Podcast and author of Defining Wealth for Women: (n.) Peace, Purpose, and Plenty of Cash!  She currently resides in Tampa, Florida.   Follow Dr. Bonnie Koo here: wealthymommd.com  https://www.instagram.com/wealthymommd/?hl=en https://podcasts.apple.com/in/podcast/wealthy-mom-md-podcast/id1507420814 Follow Dr. Mina here:-  https://instagram.com/drminaskin https://www.facebook.com/drminaskin https://www.youtube.com/@drminaskin https://www.linkedin.com/in/drminaskin/ For more great skin care tips, subscribe to The Skin Real Podcast or visit www.theskinreal.com Baucom & Mina Derm Surgery, LLC Website- https://www.atlantadermsurgery.com/ Email - scheduling@atlantadermsurgery.com Contact - (404) 844-0496 Instagram - https://www.instagram.com/baucomminamd/ Thanks for listening! The content of this podcast is for entertainment, educational, and informational purposes and does not constitute formal medical advice.

SeedTime Living
This Study of $25M+ Families Will Make You Rethink Your Financial Goals with Dr. Shane Enete

SeedTime Living

Play Episode Listen Later May 31, 2025 32:35


I sat down with Dr. Shane Enete—professor at Biola University, PhD in personal financial planning, total Jesus-loving money nerd, and author of Whole Heart Finances: A Jesus Centered Guide to Managing Money with Joy.  We dug into a fascinating study of ultra-wealthy families (yes, $25M+ net worth) and uncovered a surprising truth.  We talk about hedonic adaptation, generosity as a spiritual thermostat, and what your savings account might be saying about your heart.    In this episode, you'll learn: The biological and spiritual reasons why wealth never satisfies How to spot when your heart is starting to trust money more than God Why generosity is the fastest way back to peace What $25M families regret (hint: it's not about the stock market) A brilliant money framework: acquisition, use, and management—and which one dominates your life Why savings isn't evil, but hoarding might be How to know when you've moved from stewardship into idolatry   Mentioned Resources: Whole Heart Finances by Dr. Shane Enete - http://wholeheartfinances.com 2 Corinthians 9 – Biblical metaphor of seed (consume vs. plant) Dr. Eileen Gallo's Money Dimensions Framework: Acquisition, Use, Management Book: Communicating for a Change by Andy Stanley - http://amzn.to/3JF0L0R   BONUS: Ever dreamt of hanging out with us for 6 weeks in your small group or church? Head to https://seedtime.com/true for details or shoot us a DM on Instagram (http://instagram.com/seedtime).   Watch this episode on our SeedTime Money Podcast YouTube channel (https://youtu.be/_iwhObTFD7I)!   If you haven't checked out our best-selling book Simple Money, Rich Life (https://seedtime.com/smrl/), we think you'll love it. It was named the 2022 Book of the Year by ICFH and has over 900 5-star reviews on Amazon, and is best described as “a money book for people who don't read money books.”  You can take it for a test drive for FREE at https://SeedTime.com/sample where you can download chapter 1 of the audiobook, grab the 1st 2 chapters of the ebook version, and even get the 5-week book study companion guide.

Divorce Master Radio
How to Set New Financial Goals After Divorce? | Los Angeles Divorce

Divorce Master Radio

Play Episode Listen Later May 30, 2025 1:57


The Dad Edge Podcast (formerly The Good Dad Project Podcast)
Stop Making These Money Mistakes Your Family Can't Afford ft. Sophia Yudkowsky

The Dad Edge Podcast (formerly The Good Dad Project Podcast)

Play Episode Listen Later May 26, 2025 57:05


Have you ever asked yourself: "Is money a constant source of stress in our family?" "How do we teach our kids financial smarts without being preachy?" "Are we making the right financial moves for our family's future?" If these questions hit home, today's conversation offers practical wisdom for navigating your family's financial journey. Larry Hagner sits down with Sophia Yudkowsky, a seasoned financial planner, who dives into the emotional side of money, the importance of a shared financial vision, and how to create individualized approaches to money management that work for your unique family. Sophia Yudkowsky also shares her personal journey, including her upcoming transition into motherhood and how her late mother, Abby, profoundly influenced her balanced approach to career and family. Become the best husband and leader you can: bit.ly/deamarriageyoutube In this essential episode, we dig into: Navigating Financial Emotions: How to stay steady during market ups and downs by having clear goals and open communication. Tailored Financial Education: Understanding each child's personality to teach them about money in a way that truly resonates. Avoiding Common Pitfalls: Identifying typical mistakes families make during the wealth-building phase and the importance of a solid long-term plan. Social Media's Financial Impact: How online trends can both inform and mislead your financial decisions. Future-Proofing Education: Debating the value of traditional college versus trade schools and how to prepare for future expenses while instilling financial responsibility. Sophia Yudkowsky's insights are crucial for any family looking to build a healthy relationship with money and secure their financial legacy. This episode is packed with practical advice to make informed decisions that align with your family's unique values and goals. www.thedadedge.com/528 www.thedadedge.com/alliance www.mesirow.com/bio/sophia-yudkowsky www.linkedin.com/in/sophia-yudkowsky

ThimbleberryU
What Makes a Financial Plan Work - And What Gets In The Way

ThimbleberryU

Play Episode Listen Later May 26, 2025 18:20


In this episode of ThimbleberryU, we step behind the curtain of financial planning to unpack what makes a financial plan succeed—and just as importantly—what can derail it. We kick things off with a discussion about structure and intentionality. Amy Walls explains how her team at Thimbleberry Financial organizes their schedules to be proactive and client-focused. By setting clear availability and reserving space for strategic planning and internal work, they're able to show up fully prepared for client meetings and respond effectively in between.We then explore how life events, especially the big and unexpected ones, impact planning. Medical diagnoses, large expenses, home changes, or receiving an inheritance—all of these can affect a financial strategy. We emphasize the importance of timely communication: the sooner we know, the better we can adjust the plan. Amy also reminds us that “big” is subjective. Our financial mindset and values shape how we define major changes, and that's part of the data that matters, too.Speaking of data, we clarify that every document request serves a purpose. Whether it's retirement summaries or tax returns, we ask only for what might improve the accuracy and depth of our advice. Sometimes, those pieces of information reveal benefits or pitfalls that clients weren't even aware of, significantly shifting their trajectory. Taxes, in particular, often catch people off guard, and without returns in hand, it's tough to diagnose the real issue.As we dig deeper, we confront ambition versus reality. When clients want to retire early but aren't on track for a more standard goal, we stress the importance of honest evaluation. If you're not ready to make the changes needed to hit the baseline, it's not useful to explore stretch goals. It's not about being harsh—it's about using everyone's time wisely and avoiding decision fatigue.We close by highlighting what a successful client-advisor relationship looks like. Clear communication, timely data, and realism about trade-offs are essential. When clients are engaged, responsive, and honest about what's possible, we can offer not just sound advice, but advice that truly improves lives. Financial planning works best when both advisor and client show up ready to collaborate with transparency and intention. To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

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

Your Investment Partners With Paul & Garrett
EP.56 - When Should You Change Your Financial Goals?


Your Investment Partners With Paul & Garrett

Play Episode Listen Later May 13, 2025 18:33


In this episode of Your Investment Partners, hosts Paul and Garrett explore when and why it might be time to revise your financial goals. They discuss the importance of flexibility in financial planning and identify key moments that could prompt change—such as life transitions, shifting values, or changes in market conditions. They also stress the importance of avoiding knee-jerk reactions, regularly reassessing your goals, and focusing on one priority at a time. Whether you're ahead of schedule or facing unexpected obstacles, Paul and Garrett provide guidance on how to thoughtfully adapt your financial plan.Key Points From This Episode ● Recognizing life events that may trigger financial goal adjustments.● The importance of setting flexible goals from the outset.● Real-world examples of goals evolving with career and family changes.● How shifting values can impact long-term financial planning.● The role of external factors like job loss, tax policy, and market changes.● Avoiding overreactions to short-term events or “false alarms.”● Regularly revisiting goals to assess progress and course-correct.● Differentiating between short-, medium-, and long-term goals.● Looking backward to refine future goal-setting.● Focusing on one priority at a time to reduce overwhelm.Want to learn more? Contact us hereUseful Links Garrett on LinkedInPaul on LinkedInAscend Investment Partners

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.

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! 

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! 

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   —--------------------

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.

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!  

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

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