Podcasts about Generation Wealth

Krisan joins conversation with financial coach Jonelle Rocke of Generation Wealth, who shares her journey towards financial independence and the founding of Generation Wealth. Jonelle discusses her early influences, the challenges she faced in real estate, and how these experiences shaped her relationship with money. She emphasizes the importance of financial education, the mindset shift from scarcity to abundance, and the role of travel credit cards in achieving financial goals. The conversation highlights the need for young people to learn about money management early on to secure their financial futures. In this conversation, the speakers discuss the financial aspects of travel, emphasizing the importance of understanding credit card rewards, the necessity of saving for travel, and the impact of social media on perceptions of wealth. They debunk myths surrounding travel accessibility, advocate for prioritizing travel in budgeting, and highlight the intrinsic value of travel beyond monetary considerations. The conversation concludes with practical strategies for achieving financial peace and fostering a mindset of abundance. In this conversation, Jonelle Rocke discusses the importance of financial responsibility in travel, emphasizing the need to prioritize savings and avoid debt. She shares insights on diversifying income sources, the significance of being prepared for unexpected financial challenges, and the joy of travel as a rewarding experience. The discussion also touches on practical tips for budgeting and making the most of travel experiences, culminating in a fun game segment that highlights unique travel destinations.Key TakeawaysMoney is a tool to buy my time back.Financial independence can start at a young age.Words have energy and creative power.Abundance is the mindset we need to thrive.I learned so much from my real estate crisis.If you carry a balance, you're not saving anything.Travel credit cards can be a great tool.Out of a test comes a testimony.Money is scarce, but wealth is abundant.Financial education is crucial for young people. If you're not paying off your credit card balance in full each month, save money for travel instead.65% of Americans live paycheck to paycheck, affecting their travel choices.Travel should be accessible to everyone, regardless of financial status.Money is energy and can be attracted through prioritization and mindset shifts.Prioritize travel in your budget, even if it's a small amount.The average millionaire does not take lavish trips frequently.You are wealthy before you see it; mindset is crucial.Travel adds value to life that cannot be quantified in money.Build an emergency fund before traveling to avoid financial stress.Debt should be aggressively managed to maintain financial health. You shouldn't be paying for your trips with credit cards.Monetizing skills can help you earn extra income.Life is unpredictable; prioritize what brings you joy.There is no such thing as a secure job; create your own.Saving should be a priority, regardless of your financial situation.Use money to gain control over your time and happiness.Travel allows you to do what you want, when you want.Financial independence requires ongoing effort and maintenance.Be prepared for unexpected financial challenges.Iceland offers unique experiences with its natural beauty.

How can you create a legacy that spans generations? Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve into the concept of leveraging assets to build and sustain generational wealth. This episode explores the strategic use of financial instruments like IRA accounts and life insurance to enhance family wealth … Read More Read More

Welcome back to America's #1 Daily Podcast,  featuring America's #1 Real Estate Coaches and Top EXP Realty Sponsors in the World, Tim and Julie Harris. Ready to become an EXP Realty Agent and join Tim and Julie Harris?  Visit: https://whylibertas.com/harris or text Tim directly at 512-758-0206. IMPORTANT: Join #1 Real Estate Coaches Tim and Julie Harris's Premier Coaching now for FREE. Included is a DAILY Coaching Session with a HARRIS Certified Coach. Proven and tested lead generation, systems, and scripts designed for this market. Instant FREE Access Now: YES, Enroll Me NOW In Premier Coaching https://premiercoaching.com Welcome back to Frantic Fun Friday—your weekly escape into curiosity, chaos, and all things exciting! This is the podcast where we dive into fascinating topics, challenge conventional thinking, and remind you that the future is bright.​ Quick Note for Our Regular Listeners: If you're here for Tim and Julie Harris' Real Estate Coaching and Training wisdom, don't worry! This is our once-a-week detour into fun, thought-provoking conversations. Your regular programming resumes Monday, but if you're up for a dose of inspiration and intrigue, stay with us!​ In this episode, Tim and Julie Harris dive into your burning questions on transforming chaos into clarity. Discover practical tips to streamline your workflow, innovative lead generation strategies to keep your pipeline full, and wealth-building tactics that set the foundation for lasting financial freedom. Whether you're a seasoned agent or just starting out, this episode offers valuable insights to elevate your real estate journey.​ Now, let's dive in... HUGE Announcement: You will love this! Looking for the full outline from today's presentation? Our DAILY Newsletter featured lead generation systems, real estate scripts, daily success plans and (YES) the notes or today's show. Best part? The newsletter is free! https://harrisrealestatedaily.com/

Message: Building Multi-Generation WealthPreacher:  Pastor Folarin AlegeDate: February 16, 2025____Welcome to the RCCG Peculiar People's Parish Church!Be sure to like, share, and subscribe to our channel for updates on all the latest from PPP.____Stay Connected.Website:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.rccgppp.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.facebook.com/RCCGPPPSK/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://twitter.com/RCCGPPP  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.instagram.com/rccgppp/⁠⁠⁠⁠

In Episode #22 of NAPFA Nation, host Marie Swift speaks with Luis Rosa, CFP®, EA, founder of Build a Better Financial Future. The discussion revolves around empowering first-generation wealth creators, particularly immigrants or children of immigrants, who often face challenges related to financial literacy and family obligations. Rosa highlights the significance of understanding client struggles such as “success guilt” and “lifestyle creep,” advocating for a hands-on, holistic financial planning approach that prioritizes clarity and simplicity. He outlines essential milestones in financial management, such as home purchasing and debt repayment, while emphasizing the benefits of a fee-only fiduciary service to eliminate conflicts of interest. The conversation also touches on the BLX internship program – a vital initiative he co-founded to enhance diversity within the financial planning field – and encourages advisors to actively engage in professional communities like NAPFA, XYPN, and FPA to foster growth and support. In a nutshell: First-Generation Wealth Creators have unique challenges While they may be first in their family to graduate college and get jobs with benefits in the US, they lack financial literacy despite good income They face challenges of the “sandwich generation” earlier and often struggle with balancing family responsibilities and personal financial goals Rosa works to help clients overcome success guilt and lifestyle creep through modular, hands-on planning with professional guidance and a holistic approach beyond investment management to implement plans in manageable steps Key milestones include buying a home, paying off debt, building emergency savings Learn more about Rosa and his company at  www.BuildaBetterFinancialFuture.com. Special Note: In 2023, we rebranded the NAPFA podcast with a new album cover and series title: NAPFA Nation. We are shifting our monthly episodes to bring you inspiring conversations and key insights from leaders in the Fee-Only financial planning profession. Marie Swift, Founder and CEO of Impact Communications, will continue on as host, interviewing a variety of NAPFA members and professionals. You will still be able to find on this channel the 32 Mindset Mastery episodes with respected fiduciary financial planners and allied advocates who are committed to accomplishing great things as they master their own mindset and continue to serve their clients in the best ways possible. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at www.NAPFA.org.

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Statistics show that each generation is earning less than their parents but why would that be? Tune in to hear what Mike thinks.MX3 Podcast on Youtubewww.youtube.com/@mx3podcastContact MX3 Podcast Tweet us: @mx3podcast Email us: info@mx3.vip LinkedIn: https://www.linkedin.com/in/michael-w-wright-9397b23a/ Thanks for listening & keep on living your life the Wright way!

The TFG crew discusses the generation of immigrants, the changing faces and challenges in America. Additionally, we tackle how mandatory investing has become. America is changing. There is a policy that could stop it. Wealth will either, materialize for your family through financial strategy or migrate further away. Wait, what's a Financial Griot?The Financial Griot is a play on two words (Finance + Griot) that hold significance in closing the wealth gap while embracing our differences. We tell the stories that others don't. Stories about growth, opportunity, and even Wars. Beyond that, we tie it back to how it reflects on your finances. Specifically, we teach you how to become financially literate, incorporate actionable steps, and ultimately build generational wealth.Can you imagine being a Millionaire in 20 years or less? Yeah, it's possible. 80% of millionaires are the first generation. That means they didn't come from wealth. We teach you how. Join a community of subscribers who welcome a fresh take on money.So there you have it, The Financial Griot, or TFG for short. The hosts were able to amass over $2 Million in wealth in about eight years and are on track to retire early. We will gladly share the secrets if you want them since the opportunity is abundant and Win-Win.Find the TFG Crew Hosts on InstagramAlainta Alcin - Blogger, Travel and Money Enthusiast https://www.linkedin.com/in/alaintaalcinLawrence Delva-Gonzalez, Financial Foodie and Travel Blogger @theneighborhoodfinanceguyLovely Merdelus - Entrepreneur and Small Business Growth Specialist @lovelymerdelus

Forget the struggle street! Buckle up with Brent Bowers as he cracks the code on generational wealth with guest Craig Feldmeier. This episode is a goldmine of unconventional cash flow strategies to explode your portfolio (yes, even with "other people's money"). Craig will show you how to source out killer deals. while keeping the risk-reward tightrope perfectly balanced. For more success stories like Craig be sure to give The Landsharks Program a visit.---------Show notes:(0:54) Beginning of today's episode(4:40) Real estate alternative investing cash flow (7:01) How to build your portfolio and increase your wealth(8:43) You have to find the right deal and do a lot of due diligence to get good returns(12:43) Understanding risk and return in your investments(16:47) What is the safest investment as of now?----------Resources:Money RipplesContact Craig at:  craig@moneyripples.com To speak with Brent or one of our other expert coaches call (281) 835-4201 or schedule your free discovery call here to learn about our mentorship programs and become part of the TribeGo to Wholesalingincgroup.com to become part of one of the fastest growing Facebook communities in the Wholesaling space. Get all of your burning Wholesaling questions answered, gain access to JV partnerships, and connect with other "success minded" Rhinos in the community.It's 100% free to join. The opportunities in this community are endless, what are you waiting for?

Maria Melchor, financial educator and creator of FirstGenLiving, joins the Journey To Launch Podcast to talk about her experience being the first in her family to build lasting wealth in America and how she built FirstGenLiving into the successful business it is today.  We also talk about taking on student loan debt to avoid burdening parents with school expenses, “survivor's guilt,” the fallacy of the “working harder will make you wealthier” narrative, and more.  FirstGenLiving began in 2020 and reaches an audience of 130,000+ across social media platforms. FirstGenLiving provides personal finance education tailored to the experience of first-generation immigrants, students, and professionals in the United States. Maria has been featured in outlets including CNBC, Univision, and Money Magazine.In this episode you'll learn about: How Maria's immigrant background shaped her journey and influences her finances The challenge of raising second generation kids with grit through intentional parenting Guilt and anxiety surrounding making more money than anyone in your family  Navigating helping family financially, starting an online content creation business, pitching yourself to loved ones, and more Other Links Mentioned in episode: Order my new book, Your Journey to Financial Freedom and get 2 months free of Freedom Quest & access to the FIRE STARTER Course for FREE  Episode 248- Small Steps to Reach Big Dreams + Going from an Observer to Main Player In Your Life Get The Budget Bootcamp for FREE Check out my personal website here. Join The Weekly Newsletter List Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here! Connect with Maria: FirstGenLiving.com Instagram:@FirstGenLiving Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide Get The Budget Bootcamp for FREE

On the inaugural episode of Next Steps 4 Seniors: Conversation on Aging, show host Wendy Jones is welcoming her new audience and is sharing her plan to answer your questions about tomorrow, today for all who are caring for our senior population or seniors who want to learn how they can educate themselves so they can age gracefully. The first conversation is on Funding Your Future with guest Greg Scheppler of Preferred Financial Partners. This is the number one question Next Steps 4 Seniors receives daily and Wendy and Greg talk about what your future holds financially. Wendy and Greg will touch on how to financially plan for your golden years by starting now, outlining the various financial tools that are in reach to each and every one of us, and strategies to make sure your financial picture is in shape to pass on to your future generations. At the end of each and every episode there will be a Tip of the Day and a Q & A segment. Email hello@nextsteps4seniors.com to submit any questions you may have! This episode will share the most commonly asked financial questions Wendy hears on a daily basis.See omnystudio.com/listener for privacy information.

(00:50) Love is blind (03:30) Ślub od pierwszego wejrzenia Australia (06:08) Gilmore Girls (09:05) Znachor (11:30) Beckham (15:00) Pokolenie pieniądza (Generation Wealth) (17:47) Koniec dygresji początek pierwszej historii Karolina opowiada o Brytyjczyku, który nazywa się Rurik Jutting, mieszkającym w Hongkongu, który zamordował dwie kobiety, a jego zbrodnia przypomina film American Psycho. (49:48) Początek drugiej historii Karolina opowiada o śmierci Shauna Tiaffay mieszkanki Las Vegas. Podejrzanymi w tej sprawie byli jej mąż George Tiffany i jego znajomy Noel Stevens. Nie zapomnij sprawdzić zdjęć z tego odcinka na naszym instagramie ⁠⁠⁠⁠@2karoliny2podcasty⁠⁠⁠⁠ Instagram Karoliny 1 ⁠⁠⁠⁠@acecaroline⁠⁠⁠⁠ + instagram Karoliny 2 ⁠⁠⁠⁠@karolinagawr⁠⁠⁠⁠ Możesz też nas symbolicznie wesprzeć na Patronite ⁠⁠⁠⁠https://patronite.pl/prawdziwe-zbrodnie⁠

Welcome to the final episode of the Generation Wealth podcast! It may be the final episode, but I have exciting news for you: The Candy Valentino Show is on its way and it's better than ever! Discover more success stories and expert tips that will motivate you to scale your business and live a wealthier life.Don't miss this episode where I share snippets of my best discussions with some of the most successful and influential minds in business. Learn from Amy Porterfield, Daymond John, Sharon Lechter, Tarek El Moussa, Cody Sperber, Amy Lacey, Jon Gordon, Rick Steele, Todd Davis, Rita Davenport, Alison Lumbatis, Nicole Curtis, and Tom Hatten as we talk about:How to successfully scale your businessMistakes to avoid in business and in lifeFinding your purpose in lifeHow being your authentic self is a game-changer and so much more!Don't forget to subscribe to The Candy Valentino Show so you never miss an episode. Stay tuned for more insightful episodes that will enrich not only your business but also your life.  Connect With Me:FacebookInstagramLinkedInTwitterTikTokYouTubeSubscribe To The Podcast Here:Apple PodcastsSpotifyYouTubeGet My Online Course Here: https://www.candyvalentino.com/Apply For My Founders Mentorship Group To Get Personalized Guidance To Unlock Your Next Level of Profit, Wealth, Freedom Here: https://foundersorganization.com/Order My #1 Bestselling Book “WEALTH HABITS” Here: https://wealthhabitsbook.com/Connect with guests Here:Daymond John - https://www.instagram.com/thesharkdaymond/Sharon Lechter - https://www.instagram.com/sharonlechter/Amy Porterfield - https://www.instagram.com/amyporterfield/Tarek Al Moussa- https://www.instagram.com/therealtarekelmoussa/Todd Davis - https://www.linkedin.com/in/todd-davis-340058142/Amy Lacey - https://www.instagram.com/heyamylacey/Jon Gordon - https://www.instagram.com/jongordon11/Cody Sperber - https://www.instagram.com/cleverinvestor/Rick Steele - https://www.instagram.com/ricksteeleofficial/?hl=enNicole Curtis - https://www.instagram.com/detroitdesign/?hl=enTom Hatten - https://www.linkedin.com/in/tom-hatten-58965b2a/Rita Davenport - https://www.linkedin.com/in/rita-davenport-a6050a68/Alison Lumbatis - https://www.instagram.com/a

In this new episode of the Generation Wealth podcast, I share critical tax-saving tips that can be useful not only to your business but also to your finances. Tune in as I discuss:Why tax reduces your wealth significantly.Why working with a tax strategist saves you moneyHow to maximize your tax deductions, keep accurate records of your finances, and discover other tax tips.Hit that share button! Don't forget to subscribe and leave a review. I'll see you on the next one!In This Episode, I Talk About:00:00 Intro01:24 Elite Entrepreneurs Focus on Numbers02:49 History of Tax in the US05:29 Work With a Tax Strategist07:40 How Tax Deduction Works09:11 Six Ps of a Proper Tax Deduction10:29 The Importance of Bookkeeping12:49 Preparing The Essential Financial DocumentsConnect With Me:FacebookInstagramLinkedInTwitterTikTokYouTubeSubscribe To The Podcast Here:Apple PodcastsSpotifyYouTubeGet My Online Course Here: https://www.candyvalentino.com/Apply For My Founders Mentorship Group To Get Personalized Guidance To Unlock Your Next Level of Profit, Wealth, Freedom Here: https://foundersorganization.com/Order My #1 Bestselling Book “WEALTH HABITS” Here: https://wealthhabitsbook.com/

Welcome to another episode of Generation Wealth. Where I will share the second half of the 12 mindsets to win at life and business. These are the simple steps that will help you succeed and grow in every area of your life. By incorporating these mindsets into your life, you will find yourself living a more fulfilling, purpose-driven, and impactful life.Join us in making a positive difference in the lives of others and the world as a whole.Share this episode with your friends and family, and subscribe and leave a review to show your support. I'll see you next time!In This Episode, I Talk About:00:00 Intro00:22 Mindset No. 7 - Trusting your Intuition01:41 Instinct vs. Intuition05:32 When you're struggling to make a decision, ask this06:28 Mindset No. 8 - Learn To Love Fear07:35 Story of a brave refugee13:20 Mindset No. 9 - Practicing Daily Gratitude15:29 Taking gratitude practice to a whole new level17:31 Mindset No. 10 - Map out your life20:00 The power of Vision Boards23:16 Mindset No. 11 - Start before you're ready25:13 Mindset No. 12 - Contribution as a missionConnect With Me:FacebookInstagramLinkedInTwitterTikTokYouTubeSubscribe To The Podcast Here:Apple PodcastsSpotifyYouTubeGet My Online Course Here: https://www.candyvalentino.com/Apply For My Founders Mentorship Group To Get Personalized Guidance To Unlock Your Next Level of Profit, Wealth, Freedom Here: https://foundersorganization.com/Order My #1 Bestselling Book “WEALTH HABITS” Here: https://wealthhabitsbook.com/

In this new episode of the Generation Wealth podcast, you will learn the mindset secrets that helped me and many entrepreneurs succeed in life and business. I will teach you how to:Tap into self-belief and confidenceDevelop a relentless persistence in achieving your goalsThe importance of facing the challenges and thriving in discomfortThere are more invaluable lessons that will help you succeed in life and business, so make sure to listen to the full episode now!Hit that share button to share this episode and don't forget to subscribe and leave a review. I'll see you on the next one!In This Episode, I Talk About:00:00 Intro02:03 Believe in Yourself03:36 Relentless Persistence06:22 Identify Adversity with Optimism10:04 The Power of Responsibility11:59 Be Your Own Cheerleader15:18 Embrace the ChallengeConnect With Me:FacebookInstagramLinkedInTwitterTikTokYouTubeSubscribe To The Podcast Here:Apple PodcastsSpotifyYouTubeGet My Online Course Here: https://www.candyvalentino.com/Apply For My Founders Mentorship Group To Get Personalized Guidance To Unlock Your Next Level of Profit, Wealth, Freedom Here: https://foundersorganization.com/Order My #1 Bestselling Book “WEALTH HABITS” Here: https://wealthhabitsbook.com/

In this brand new episode of the Generation Wealth podcast, I interview the real estate investor and mentor Carlos Reyes. He ventured into the real estate business in 2013. His company consistently earns multiple seven figures each year in different US states.Throughout this interview, Carlos Reyes and I talk about:His life as an illegal immigrant coming from MexicoTrusting God's redirection and taking actionThe value of hard work and so much more…Hit that share button and don't forget to subscribe and leave a review. I'll see you on the next one!In This Episode, We Talk About:00:00 Intro00:37 Being an Immigrant and a Mother's Sacrifice06:44 Crossing the US Border10:08 Returning to Mexico12:22 A Doubter's Mindset13:51 Bread Winner at Sixth Grade17:06 Successful Return to the American Soil20:26 Dark Side of Having an Open Borders23:13 Opinion on People Who Want Open Borders25:25 Three Career Paths to Take27:28 Loving the Grind33:23 God's Redirection38:01 The Journey to Real Estate47:08 Striking The First Deal52:02 Real Estate Wholesaling, The Go-To BusinessConnect With Me:FacebookInstagramLinkedInTwitterTikTokYouTubeSubscribe To The Podcast Here:Apple PodcastsSpotifyYouTubeGet My Online Course Here: https://www.candyvalentino.com/Apply For My Founders Mentorship Group To Get Personalized Guidance To Unlock Your Next Level of Profit, Wealth, Freedom Here: https://foundersorganization.com/Order My #1 Bestselling Book “WEALTH HABITS” Here: https://wealthhabitsbook.com/Connect With Carlos Reyes Here:Facebook: https://www.facebook.com/OfficialCarlosReyes/Instagram: https://www.instagram.com/carlosreyes/LinkedIn: https://www.linkedin.com/in/carlosreyesofficial/Twitter: https://twitter.com/OFLCarlosReyesWebsite: https://officialcarlosreyes.com/

In this brand new episode of the Generation Wealth podcast, I interview  Renee Bauer is an experienced divorce attorney, entrepreneur, author and founder of She Who Wins.Throughout this interview,  Renée Bauer and I talk about choosing to stay in or leave a relationship, following your gut feeling and the consequences of disregarding it, women's financial independence, being truthful and overcoming remorse and so much more…Hit that share button to share this episode and don't forget to subscribe and leave a review. I'll see you on the next one!In This Episode, We Talk About:00:00 Intro00:42 Red Flags in Relationships04:17 Embracing Hard Choices in Relationships06:45 Listening to Your Gut Instinct09:30 Fine as a Four-letter Word13:20 What is She Who Wins About?17:15 Why Women Avoid Involvement in Marital Finances20:56 Getting Out of Shame24:41 Releasing Expectations28:42 Having No Regrets30:21 Getting Past Your Own Version of BS33:51 The Definition of WealthConnect With Me:FacebookInstagramLinkedInTwitterTikTokYouTubeSubscribe To The Podcast Here:Apple PodcastsSpotifyYouTubeGet My Online Course Here: https://www.candyvalentino.com/Apply For My Founders Mentorship Group To Get Personalized Guidance To Unlock Your Next Level of Profit, Wealth, Freedom Here: https://foundersorganization.com/Order My #1 Bestselling Book “WEALTH HABITS” Here: https://wealthhabitsbook.com/Connect With Renée Bauer:Website: https://msreneebauer.com/Instagram: https://www.instagram.com/msreneebauer/LinkedIn: https://www.linkedin.com/in/rbauer1/Twitter: https://twitter.com/msreneebauerYouTube: https://www.youtube.com/c/reneebauer

In this brand-new episode of Generation Wealth, I talk about the three most overlooked lies in business and how to avoid them. Learn how to manage distractions by setting boundaries and how to find your needle-mover. Also, I share a principle that can change your business and life. Don't miss out on these valuable insights! Tune in now to learn more and start taking action toward your goals.How do you overcome distractions in your business? Hit that share button to share this episode and don't forget to subscribe and leave a review. I'll see you on the next one!In This Episode, I Talk About:00:00 Intro01:21 Everything Doesn't Matter Equally04:10 The "One Thing" Principle05:23 Balanced Life is a Pipe Dream07:57 Multitasking is Not the Key10:03 Setting Boundaries10:56 Focus on the NumbersConnect With Me:FacebookInstagramLinkedInTwitterTikTokYouTubeSubscribe To The Podcast Here:Apple PodcastsSpotifyYouTubeGet My Online Course Here: https://www.candyvalentino.com/Apply For My Founders Mentorship Group To Get Personalized Guidance To Unlock Your Next Level of Profit, Wealth, Freedom Here: https://foundersorganization.com/Order My #1 Bestselling Book “WEALTH HABITS” Here: https://wealthhabitsbook.com/

How to Hire, Grow, & Exit Your Business with Chris YoungerWelcome back to another episode of Generation Wealth! I am joined by my guest, Chris Younger, the co-founder and managing director of Class VI Partners, a company that helps entrepreneurs achieve their goals through strategic planning, business optimization, and transaction execution.Chris is a former Harvard lawy practitioner who became a successful entrepreneur and leader. He has over 20 years of experience in executive management, marketing, sales, law, and mergers and acquisitions. He co-founded and led Expanets, the nation's largest provider of converged communications solutions, and sold it to Avaya for $600 million.This is a must-listen episode for anyone who wants to learn from a seasoned and successful entrepreneur who has a wealth of knowledge and experience to share. You will get inspired by Chris's story, motivated by his insights, and equipped with his advice to take your business to the next level.Hit that share button and don't forget to subscribe and leave a review. I'll see you on the next one!Remember: You are capable of achieving anything you set your mind to. So go out there and make it happen!In This Episode, We Talk About:00:00 Intro00:38 - From Harvard law to Business05:00 - Setting up a successful exit10:33 - Hiring process17:17 - Most Common Mistakes Entrepreneurs make22:39 - Achieving More with Less25:25 Making tough decisions to narrow focus30:03 Why having opposition is a good thing33:46 Diversifying your company38:05 Business models that have high returns39:45 KPI's entrepreneurs should start with42:34 The final burning question45:44 Chris' WebsiteConnect With Me:FacebookInstagramLinkedInTwitterTikTokYouTubeSubscribe To The Podcast Here:Apple PodcastsSpotifyYouTubeGet My Online Course Here: https://www.candyvalentino.com/Apply For My Founders Mentorship Group To Get Personalized Guidance To Unlock Your Next Level of Profit, Wealth, Freedom Here: https://foundersorganization.com/Order My #1 Bestselling Book “WEALTH HABITS” Here: https://wealthhabitsbook.com/Connect With CHRIS YOUNGER Here:WEBSITE: https://www.classvipartners.com/LinkedIn: https://www.linkedin.com/in/chris-younger/

Welcome to the 100th episode of Generation Wealth, soon to be known as The Candy Valentino Show. We're still gonna have practical, tangible steps on how to build your wealth and how to build businesses, but we're going to be doing it under a completely different name.In this episode, I've compiled snippets of my best interviews with some of the most successful and influential minds in the world, such as Daymond John, Sharon Lechter, Amy Porterfield, Tarek El Moussa, Todd Davis, Amy Lacey, John Gordon, Cody Sperber. You'll learn how to challenge yourself, develop financial intelligence, let go of control, commit to your journey, find your purpose through tough times, reevaluate assets and risks, differentiate between business and self-employment, be purposeful in everything you do, and so much more!Thank you for listening and supporting me throughout this journey. I appreciate you so much.If you liked this episode, please leave a review and rating on your favorite podcast platform.Don't forget to subscribe to The Candy Valentino Show on YouTube! I have more great content and guests coming your way, so stay tuned!Until next time, remember that wealth is not just about money, but about living a rich and fulfilling life. You have the power to create wealth in all areas of your life. You are amazing. You are worthy. You are unstoppable.This is Candy Valentino, signing off.Connect With Me:FacebookInstagramLinkedInTwitterTikTokYouTubeSubscribe To The Podcast Here:Apple PodcastsSpotifyYouTubeGet My Online Course Here: https://www.candyvalentino.com/Apply For My Founders Mentorship Group To Get Personalized Guidance To Unlock Your Next Level of Profit, Wealth, Freedom Here: https://foundersorganization.com/Order My #1 Bestselling Book “WEALTH HABITS” Here: https://wealthhabitsbook.com/Connect With My Guests Here:Daymond John - https://www.instagram.com/thesharkdaymond/Sharon Lechter - https://www.instagram.com/sharonlechter/Amy Porterfield - https://www.instagram.com/amyporterfield/Tarek Al Moussa- https://www.instagram.com/therealtarekelmoussa/Todd Davis - https://www.linkedin.com/in/todd-davis-340058142/Amy Lacey - https://www.instagram.com/heyamylacey/Jon Gordon - https://www.instagram.com/jongordon11/Cody Sperber - https://www.instagram.com/cleverinvestor/

Every August, I take a sabbatical from podcast recording to enjoy vacation time with family and friends and allow you to enjoy for the first or second time four previous podcast episodes that I found tremendously helpful and entertaining.  Other than travel and family time, I'll also be doing A LOT of prep work for some exciting changes happening to Financial Gym this Fall. You will not want to miss my September 1st podcast episode. I will have a lot to update you on as far as the podcast but also as far as the Gym. So I hope you enjoy this month of replays and stay tuned for very exciting updates in September.  REPLAY: Aja Evans is a Financial Therapist who works with clients on a number of challenges, one of which is being a first time generational wealth builder. Building wealth takes community. It's about surrounding yourself with like minded individuals and being supported through the challenging decisions you face as you sacrifice the spending of today to build for the wealth of tomorrow. Aja joins me to share her thoughts on best practices and tools for people looking to achieve this important goal.  For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode489-replay-first-gen-wealth-building

In this episode of Weird Finance, Paco talks to Pamela Capalad about the path to becoming a financial planner, building a financial literacy program for kids, the unique struggles first-generation folks have with navigating wealth building, her holistic approach to financial planning and Sea Change, a financial planning service specifically for people of color.Pamela Capalad (@brunchandbudget) is a Certified Financial Planner™ and Accredited Financial Counselor™ and has been in financial services since 2008. She founded Brunch & Budget to help people who felt ashamed or embarrassed about money have a safe place to make real financial progress. Pam has been featured in the Washington Post, Teen Vogue, Huffington Post, Vice Magazine and was named New York Magazine's Best financial planner of New York 2019.This episode also features The Economic Outlook with financial astrologer Susan Gidel. This is a short segment where Susan, our resident economic cosmonaut, does what many humans have done before us for thousands of years: she looks to the stars to try to understand our economic present and predict our financial futures. For more guidance from Susan, sign up for her Red Letter Trading Days newsletter.A special thanks to the talented and generous Ramsey Yount, for producing, editing, and sound designing this episode. Thank you to my friends, Jenna Parker and Gabe Sena, for lending us their voices. The theme music was written and performed by Andrew Paker, Jenna Parker, and Paco de Leon.Please enjoy!

The Baby Boomers are the largest generation in U.S. history and they've built up quite a tidy sum of wealth. It's estimated that between 2023 and 2045, $84 trillion in assets will pass to Generation X and Millennials from their Baby Boomer parents and grandparents. This type of wealth can be overwhelming. In this episode, we speak with Asher Allison, a finance major at the University of Oklahoma and intern with ChappelWood Financial about how younger generations can prepare for it.

Retirement is one of life's biggest financial milestones. How much money you'll need to retire comfortably depends on a few factors, like your desired lifestyle and your estimated living expenses. With careful planning and disciplined saving habits, you can achieve the retirement of your dreams but how much do you REALLY need to retire? IN THIS EPISODE, WE TALK ABOUT:A comparison of three popular retirement states and how far your money will go The future of retirement and what it's estimated to take to retire in 10-15 yearsSteps you can take if you are not prepared for retirement CONNECT WITH CANDYReceive my weekly email:  www.candyvalentino.comFollow me @candyvalentino Grab your copy of Wealth Habits: https://www.wealthhabitsbook.com/Join the Virtual Wealth Habits Workshop: https://wealthhabits.candyvalentino.com/

Rory Vaden is a speaker, entrepreneur, and New York Times best-selling author of Take The Stairs and Procrastinate On Purpose. He is a Hall of Fame speaker, and co-founder of the Brand Builders Group, where he and his team teach and implement personal brand development. He's helped several people, including Ed Mylett, Lewis Howes, Eric Thomas, Tom and Lisa Bilyeu and many others take huge leaps forward with building their personal brands.IN THIS EPISODE, WE TALK ABOUT:Why having a personal brand is critical in 2023 The goal of personal branding and how to monetize your uniqueness Rory breaks down his D.A.R.E.S. (Digital, Automated, Recurring, Evergreen, Scalable) strategyCONNECT WITH RORYhttp://brandbuildersgroup.comFollow @RoryVadenFacebook: https://www.facebook.com/rorywvadenYouTube: https://www.youtube.com/c/RoryVadenTV?app=desktopCONNECT WITH CANDYReceive my weekly email:  www.candyvalentino.comFollow me @candyvalentino Grab your copy of Wealth Habits: https://www.wealthhabitsbook.com/Join the Virtual Wealth Habits Workshop: https://wealthhabits.candyvalentino.com/

In this episode of Weird Finance, Paco talks to Pamela Capalad about the path to becoming a financial planner, building a financial literacy program for kids, the unique struggles first-generation folks have with navigating wealth building, her holistic approach to financial planning and Sea Change, a financial planning service specifically for people of color. Pamela Capalad (@brunchandbudget) is a Certified Financial Planner™ and Accredited Financial Counselor™ and has been in financial services since 2008. She founded Brunch & Budget to help people who felt ashamed or embarrassed about money have a safe place to make real financial progress. Pam has been featured in the Washington Post, Teen Vogue, Huffington Post, Vice Magazine and was named New York Magazine's Best financial planner of New York 2019. This episode also features The Economic Outlook with financial astrologer Susan Gidel. This is a short segment where Susan, our resident economic cosmonaut, does what many humans have done before us for thousands of years: she looks to the stars to try to understand our economic present and predict our financial futures. For more guidance from Susan, sign up for her Red Letter Trading Days newsletter. A special thanks to the talented and generous Ramsey Yount, for producing, editing, and sound designing this episode. Thank you to my friends, Jenna Parker and Gabe Sena, for lending us their voices. The theme music was written and performed by Andrew Paker, Jenna Parker, and Paco de Leon. Please enjoy!See omnystudio.com/listener for privacy information.

In order to retire early you have to have a game plan, set goals, and the will power to stay focused. Today, I am going to share four things I did to retire early. IN THIS EPISODE, WE TALK ABOUT:Four MUST Read BooksInvesting OptionsHow to build credit fast and effectively The importance of relationships and networking in businessCONNECT WITH CANDYReceive my weekly email:  www.candyvalentino.comFollow me @candyvalentino Grab your copy of Wealth Habits: https://www.wealthhabitsbook.com/Join the Virtual Wealth Habits Workshop: https://wealthhabits.candyvalentino.com/

Today I dive into questions from YOU! To submit a question, email media@candyvalentino.com IN THIS EPISODE, WE TALK ABOUT:Recession proof businessesHow to safeguard your assets with insurance What I would tell my younger self now  CONNECT WITH CANDYReceive my weekly email:  www.candyvalentino.comFollow me @candyvalentino Grab your copy of Wealth Habits: https://www.wealthhabitsbook.com/Join the Virtual Wealth Habits Workshop: https://wealthhabits.candyvalentino.com/

Many people make the simple mistake of purchasing their first property as their dream home. As a first-time home buyer, you have a one-time opportunity to take advantage of special benefits that will help you make a wise purchase that becomes a great investment for fast-tracking your path to building wealth.    IN THIS EPISODE, WE TALK ABOUT: • What to buy as your first home to build lasting wealth • How to best utilize your First Time Homebuyer loan  • Important things to consider before investing Plus so much more! CONNECT WITH CANDY Receive my weekly email:  www.candyvalentino.com Follow me @candyvalentino Grab your copy of Wealth Habits: https://www.wealthhabitsbook.com/  Join the Virtual Wealth Habits Workshop: https://wealthhabits.candyvalentino.com/ 

David Meltzer is a renowned entrepreneur, speaker, and best-selling author. As the co-founder of Sports 1 Marketing, David has worked with some of the biggest names in sports and entertainment, helping them to reach new levels of success. Today he shares valuable insights into the mindset and strategies of successful entrepreneurs.   IN THIS EPISODE, WE TALK ABOUT: David's experiences and perspectives on achieving success, overcoming challenges, and living a fulfilling life Exiting a 3.4 billion dollar company How he lost 100 million dollars and the inspiring shift in perspective that followed Plus so much more!   CONNECT WITH CANDY Receive my weekly email:  www.candyvalentino.com Follow me @candyvalentino  Grab your copy of Wealth Habits: https://www.wealthhabitsbook.com/ Join the Virtual Wealth Habits Workshop: https://wealthhabits.candyvalentino.com/

The Augusta Loophole is a little-known tax savings opportunity that could save you thousands of dollars on your taxes. In this episode, I explain what the Augusta Loophole is and how you can take advantage of it.   IN THIS EPISODE, WE TALK ABOUT: How the Augusta Loophole originated How you can easily utilize this tax-saving technique How your business can benefit from the loophole   CONNECT WITH CANDY Receive my weekly email:  www.candyvalentino.com Follow me @candyvalentino  Grab your copy of Wealth Habits: https://www.wealthhabitsbook.com/ Join the Virtual Wealth Habits Workshop: https://wealthhabits.candyvalentino.com/wealth-habits-workshop

Compound interest is a powerful tool for building wealth over time. It allows you to earn interest not only on your initial investment but also on the accumulated interest, resulting in exponential growth of your money. This means that the longer you leave your money invested, the more it will grow.   IN THIS EPISODE, WE TALK ABOUT: How compound interest enables you to earn passive income without having to actively manage your investments How compound interest can help you reach your financial goals faster and with less risk than other investment strategies. Examples of investments that provide compound interest returns   CONNECT WITH CANDY Receive my weekly email:www.candyvalentino.com Follow me: @candyvalentino Buy your copy of Wealth Habits: wealthhabitsbook.com Join Founders Organization  

Meet the Clever Investor, Cody Sperber. Cody is one of the most successful real estate investors and educators in the US today. Despite starting with no money, he worked hard to flip properties to a small email list he managed to put together, sitting at his laptop in his kitchen. After years of trial and error, he eventually cracked the code to success and has since flipped over 1,000 deals worth around $200 million.   IN THIS EPISODE, WE TALK ABOUT: How Cody has completed over 1,000 real estate deals and has earned millions of dollars in profit through Real Estate. Creative financing strategies that expedite success and the rate of return on investment. The other businesses Cody has launched related to real estate that help others in the industry such as a title company and a hard money lending firm. CONNECT WITH CANDY Join my weekly email list:www.candyvalentino.com Follow me: @candyvalentino Buy your copy of Wealth Habits: wealthhabitsbook.com Join Founders Organization  

One of the risks of being wealthy is that your children might turn out to be trust fund babies spoilt by money. Even worse, 91% of wealth transfers fail in two generations. Shawn Barberis' technology helps families keep their money for longer. He's one of the few people in the world who solves this problem. It took a devastating MS diagnosis for him to shift his mindset and start cracking a problem that people face. “Prior to 2010, my entrepreneurial spirit was, let's go make money and help people. And post 2010, my entrepreneurial spirit was, let's go change the world and hopefully we can make money.” But, building a solution that helps families build and protect long-lasting generational wealth is expensive and he had lots of naysayers along the way. There were people who told him he was wasting his time and money, and there were business partners that told him they don't want to be part of his vision. So he started charting the path on his own. “I believed that what I was doing was the right thing. And I believed that we were gonna impact and help families and in turn the world to help them funnel their philanthropy and get them more engaged in philanthropy.” Shawn Barberis founded More Than Money 360 in 2007. This is the story of how he overcame his serious diagnosis, took care of his family, and built a one-of-a-kind company that's “not on every corner”. Adversities Shawn Barberis had to overcome: Serious health diagnosis at 37Dealing with business partners that didn't support his vision Abundance Shawn Barberis created: Built a one-of-a-kind business that everyone calls upon for helpDiscovered his true passionGot offered an exit and declined itGetting an unsolicited 6-figure investmentGrew his clientele from 8 in 2018 to 50 in 2023 Lessons from Shawn Barberis' adversities: Let your primary priority be to serve others and the money will follow Tune in as Shawn Barberis and Jamie talk about: (00:00) Making money by helping families communicate(08:03) Leg stopped working while on a yacht(13:58) 2 years of misery(16:12) Mental journey of getting through an MS diagnosis(21:01) Is giving your kids money bad for them?(27:15) Unsupportive business partners(31:41) Getting a 6 figure investment out of nowhere(35:20) The smart move that changed everything for his company(40:49) Rapid-fire questions Links Family Arc Books and Resources Entrusted by David YorkGood to Great by Jim CollinsBorrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises by Dennis Jaffe Connect with Shawn Barberis WEBSITE: https://morethanmoney360.com/home/LINKEDIN: https://www.linkedin.com/in/mtm360/EMAIL: Shawn@mtm-360.com Follow Labrador Lending WEBSITE: https://labradorlending.com/LINKEDIN: https://www.linkedin.com/company/71512077/ FACEBOOK: https://www.facebook.com/labradorlendingINSTAGRAM: https://www.instagram.com/labradorlendingllc/YOUTUBE: https://www.youtube.com/channel/UChYrpCUlqFYLy4HngRrmU9Q Connect with JamieLINKEDIN: https://www.linkedin.com/in/jamie-bateman-5359a811/TWITTER: https://twitter.com/batemanjamesINSTAGRAM: https://www.instagram.com/batemanjames11/ Investment Opportunity Are you an accredited investor interested in monthly cash flow from an investment backed by physical real estate? Our income fund--which is uncorrelated to publicly traded stocks and bonds--invests in first-lien mortgage notes diversified by geography, property value and borrower type. The fund aims to pay its investors monthly distributions at a preferred rate of return of 8% annually. And possibly the best part? The fund showcases a short, 12-month commitment. Check it out today! https://investors.appfolioim.com/labradorlending/investor/public_opportunities/5

In this episode, Brian welcomes Jason Ma, award-winning Chief Mentor of Next-Gen Leaders and advisor to high-net-worth families and CEOs. Jason talks about how he helps individuals to not only maximize their life-stage goal achievements, but also build greater character and strengthen relationships, via trusted third-party top-notch mentorship. He explains the massive wealth transfer that is occurring from baby boomers to Gen X, Millennials, Gen Zs, and charities, and notes that many younger Next Gens view money as a burden or are unprepared.He suggests that those receiving the wealth focus on creating meaningful connections and contributing to causes they care about but with wisdom and sound family values, and not simply on accumulating wealth. Additionally, he highlights the importance of intellectual humility for success and emphasizes philanthropy as an important factor in connecting with others. Jason then provides practical advice on how to help families and CEOs build a stronger foundation and achieve greater outcomes and happiness.[00:01 - 14:22] Boomer Generation Challenges: Connectivity, Relationships, and Peace of MindPeace of mind and relationships are what patriarchs and matriarchs look for at the end of the dayHappiness comes from a sense of connection, contribution, and personal growthCoachability as a critical success factor in life, business, family, and careerBiggest challenges facing boomers: peace of mind, relationships (with their children), certainty, significance[14:23 - 28:13] Navigating the Wealth Transfer: Exploring the Impact of Boomers, Gen Xers, Millennials, and Gen ZsJason's invention of ThreeEQ (“3EQ” - pragmatic emotional, social, and leadership intelligence)Various Gen Xers rose to be pragmatic captains of their companies and industries and don't see much attentionThe negative stereotypes associated with millennials in the mediaSoft skills are foundationally more important than hard skills over the long haulHigh anxiety and stress caused by addictive digital distractions are a challenge for current high school and college students[28:14 - 36:46] Gaining Leadership in the Next Generation: Advice from 20,000+ Hours of Successful Coaching and ResearchHigh-quality preparation with top-notch guidance is key to success in elite college admissions and beyondCollege planning, application, and admissions should be thought of as part of a long-term plan, not just a four-year processAdvice for engendering leadership: develop strong personal operating systems and employable skills, and coach and groom children with third-party top-notch mentorship early on for greater life-cycle impact and benefits[36:47 - 42:37] Closing SegmentQuotes:“Build a stronger (mindset, skill set, and directional) foundation. It's gonna set the stage for you to raise your happiness and rise up (in career and business) faster than most people.” - Jason Ma“What's between stimuli and response is a space. The space is where you could (hone and act from your mindset, skills, strategies, vision, and) get greater outcomes, peace, and joy.” - Jason Ma"Don't just see the trees in front of you. See the (complex, consequential) forest for (beyond) the trees.” - Jason MaConnect with Jason by visiting www.ThreeEQ.com.Connect with me:https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!

This week's song is "All related" by Nessi GomesSong link: https://youtu.be/4Iiycfiq1Zshttps://youtu.be/4Iiycfiq1Zs  Be a part of our Facebook community! https://www.facebook.com/groups/toridealingwith     Sources:“Generation Wealth” Lauren Greenfield July 20, 2018https://earth.org/fast-fashions-detrimental-effect-on-the-environment/https://plato.stanford.edu/entries/value-intrinsic-extrinsic/

In this episode Cedric sits down with Alexander Leishman the CEO and Founder of River for an honest conversation around building River, all of the "crypto" exchange shenanigans we saw in 2022 and how River Financial is dedicated to providing financial products and services that enable their clients to harness the transformative possibilities of Bitcoin. This podcast is brought to you by River Financial. Get $20 free when you sign up for River and purchase Bitcoin, and up to $10,000 free when you purchase miners. Build your Bitcoin wealth at River today at: partner.river.com/matrix Coinkite is a leader in security and hardware manufacturer, est. block 141,000. Maker of some of the most iconic Bitcoin products, such as OPENDIME, COLDCARD, BLOCKCLOCK, SATSCARD, TAPSIGNER and SATSCHIP. For 5% off use this referral link: https://store.coinkite.com/promo/B81AD35FE804254094F9 Recently, I decided to partner with crowd health to help fix the healthcare system. You're challenging the traditional status quo, then why are you still paying expensive insurance premiums? Experience the freedom and affordability of cash payments and community-funded healthcare with CrowdHealth. Go to joincrowdhealth.com and use code MATRIX now and experience freedom from health insurance by utilizing Bitcoin. For 10% off your tickets to Bitcoin Day Naples use the code "Matrix" at https://bitcoinday.io/naples23 Bitcoin 2023 will be back in Miami Beach one more time! Education, celebration and hyperbitcoinization will once again be on the agenda. Join us May 18-20, 2023. Use the code MATRIX for 15% off your tickets at b.tc/conference/ Make sure to search for Bitcoin Matrix in your podcast app and click subscribe! And if you have the time please leave a review wherever you listen. Stream the Bitcoin Matrix podcast on the Fountain app for sats here: https://fountain.fm/show/8jJhCIKzojSARTePnCxM Subscribe to the Bitcoin Matrix on YouTube at tinyurl.com/bitcoinonyoutube Follow Alex Leishman on Twitter: @Leishman Follow Cedric Youngelman on Twitter: @CedYoungelman Follow the Bitcoin Matrix Podcast on Twitter: @_BitcoinMatrix

According to recent studies, the majority of millionaires in the U.S. are self-made. They didn't inherit their money, they earned it, and most are the first generation in their family to do so. In this episode of Edelman Financial Engines' Everyday Wealth™, Jean, Soledad, and wealth planner Brian Leslie discuss the unique challenges of first-generation wealth and how you can pass on the traits that helped build it to future generations. Later, many people retired during the pandemic and are now regretting their decision because they didn't take into account how the down markets, inflation, and higher interest rates would affect their retirement plans. Now some are thinking about taking their social security early. The hosts break down why that could be a costly mistake. Finally, Dr. Wei Hu, vice president of financial research at Edelman Financial Engines, joins the hosts for Investing Sense, to talk about what hindsight bias is and how it could be affecting your assessment of your investments.   Originally posted 10-8-22 and 10-15-22 This show is pre-recorded, and any callers are prescreened. Ms. Chatzky and Ms. O'Brien receive cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore have an incentive to endorse Edelman Financial Engines and its planners.  That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses.  The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show). Neither Financial Engines Advisors L.L.C. nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results. This audio contains a hypothetical illustration meant to demonstrate the principle of compound interest and is not representative of past or future returns of any specific investment vehicle. They do not include consideration of the investment fees or expenses, time value of money, inflation, fluctuations in principal or taxes.See omnystudio.com/listener for privacy information.

According to recent studies, the majority of millionaires in the U.S. are self-made. They didn't inherit their money, they did it the hard way. They earned it, and most are the first generation in their family to do so. In this episode of Edelman Financial Engines' Everyday Wealth™, Jean, Soledad, and wealth planner Brian Leslie discuss the unique challenges of first-generation wealth and how you can pass on the traits that helped build it to future generations.   Later, many people retired during the pandemic and are now regretting their decision because they didn't take into account how the down markets, inflation, and higher interest rates would affect their retirement plans. Now some are thinking about taking their social security early. Brian, Jean and Soledad break down why that could be a costly mistake. Finally, you'll get a sneak peek into Edelman Financial Engines' new webinar “The Elections and Your Portfolio, Separating Fact From Fiction” on Tuesday, Oct. 11 at 2 p.m. or 8 p.m. ET. You'll learn what more than 70 years of data can tell us about elections and the stock market, and how a simple yet powerful investment strategy can help you in any economic environment. This show is pre-recorded, and any callers are prescreened. Ms. Chatzky and Ms. O'Brien receive cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore have an incentive to endorse Edelman Financial Engines and its planners.  That compensation is a fixed sum paid on an annual basis; and reimbursement for certain expenses.  The amount paid each year does not vary, is not based on show content or any results-dependent factors (e.g., popularity of the show). Neither Financial Engines Advisors L.L.C. nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results. This is a hypothetical illustration meant to demonstrate the principle of compound interest and is not representative of past or future returns of any specific investment vehicle. They do not include consideration of the investment fees or expenses, time value of money, inflation, fluctuations in principal or taxes.See omnystudio.com/listener for privacy information.

Hello Martinis and Your Money Listeners! This month begins a three-month-long effort for me and The Financial Gym team to connect again in person with our community. In partnership with Community Spirit Vodka, we'll be touring 9 cities and bringing our community together for the first time in almost three years. It's an exciting time for us and I wanted to spend this month on the podcast talking about community and the importance of it.  Kicking off the month with me is Aja Evans, a Financial Therapist who works with clients on a number of challenges, one of which is being a first-time generational wealth builder. Building wealth takes community. It's about surrounding yourself with like-minded individuals and being supported through the challenging decisions you face as you sacrifice the spending of today to build for the wealth of tomorrow. Aja joins me to share her thoughts on best practices and tools for people looking to achieve this important goal. For more information, visit the show notes at https://www.martinisandyourmoney.com/show-notes/episode436  

This week, Melissa Joy is joined by guest Valerie Rivera, CFP to discuss first generation wealth. Valerie founder and owner of FirstGen Wealth, a virtual fee-only practice serving early to mid-career professionals who are the first gen to build wealth in their family. She is part of the 1.5% of Latinas who holds the CFP designation and has been in financial planning for nearly 15 years. She is born and raised in Chicago where she resides with her husband and a feisty 3-year-old. You can find Valerie on LinkedIn or Twitter (@1GenWealth). In this episode, we discuss:What defines first generation wealth? Valerie defines first generation as people who have crossed a threshold not previously achieved by family including college graduation, professional success, or the success of immigrant families.What are shared characteristics of first generation families and individuals.Financial planning strategies that are important for first generation clients. Additional resources include:A study was recently published highlighting analysis of the economic impact of immigration and the reasons for immigrant success for future generations.Article on first generation Americans supporting families and building financial success.52 Pearls Epidode: Financial Wellness Through Community Work with Diana YanezLinks are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  

I (@Coinsnculture) tell the story about how I at the time a 21 yr old millennial got a down payment to help purchase my 1st property and ended house hacking the property for 5 yrs without my roomie knowing I owned the place. I also list some random things I found out as a 1st time home owner. Real estate is the key to building generational wealth in the black (or any) community. Email: hello@houserichshow.com Real Estate Referral Network- https://www.houserichshow.com/referral Home Buyer Education Courses- coinsnculture.gumroad.com/l/rHHKs Credit Course- coinsnculture.gumroad.com/l/yfZAqW Blog- https://www.houserichshow.com/home IG- https://www.instagram.com/coinsnculture/ Merch- https://houserichbrand.myshopify.com/ --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Conrad Hilton got his start in hospitality at his family's general store in the New Mexico Territory. Years later, he established the largest hotel chain in the world, Hilton Hotels. After his death, Conrad left much of his estate to the Conrad Hilton Foundation — until his son decided to contest the will. In this … Continue reading 68. Conrad Hilton and Advising First Generation Wealth Creators →

On this episode we thought we'd change it up and Drew Cohen joins the podcast to share 4 questions from the audience live from Veecon. The questions he asked were:    What's the main difference between web2 & web3?  How do I create generational wealth for myself and my family with NFTs? My son plays fortnite. Is it ethical to set him up with crypto earning games? Will fortnite do limited NFTs for in-game buyables?  Some of my friends are not seeing the value in NFTs.. how can I convince my friends into NFTs? In less than a minute.. best advice you have to offer to lean into being a thought leader in this space?  As always: DO YOU OWN DAMN RESEARCH and we hope you enjoy coming on this Mint 365 journey as we buy an NFT every day for 365 days: https://www.nft365podcast.com/mint365 The 1st DAILY Podcast buying an NFT mint every day for a year! SuperPOWERED $ADHD Creator Coins on Rally.IO  The NFT365 Podcast is Hosted by digital futurist Brian Fanzo.  ------- Learn more about the NFT365 Podcast

Episode Overview:Learn the money principals Gigi teaches to her clientsHow to get started with budgeting, savings, and investingHow to unlearning 9-5 habits as a new entrepreneurHow Gigi created the First Gen MentorDownload our free budgeting courseTikTokIGYouTubeAdvertising/Co-Branding Inquiries: unstuckkd.com/pages/for-brandsConnect with GigiWebsiteTikTokInstagramFree guide: Gigi's 5 Favorite Money Books for BeginnersGiovanna is a first generation American and first generation wealth builder. As a former investment professional turned financial educator, she quit her corporate job to pursue her true passion- teaching financial education to young adults.She teaches financial literacy and career readiness at universities and employee resource groups and on her TikTok account @thefirstgenmentor.Giovanna has been featured on The New York Times, Business Insider and Mitu.

In today's world, it's more important than ever to think about retirement investing. With traditional pensions becoming increasingly rare, and social security benefits failing to keep pace with the cost of living, retirees are facing greater financial challenges than ever before.One way to address these challenges is to invest in multifamily real estate. By owning rental properties, retirees can generate a reliable source of income that can help to cover their living expenses. Additionally, by carefully selecting properties in areas with strong population growth, retirees can also create multi-generation wealth by leveraging the appreciation of their assets. When done correctly, retirement investing in multifamily real estate can be a powerful tool for creating long-term financial security.--------------------Bio:Yuen Yung, CEO of Casoro Group, Founder and CEO of the franchisor How Do You Roll?Find Yuen on LinkedIn: https://www.linkedin.com/in/yuenyung/Casoro Group Website: https://casorogroup.com/