Podcasts about getting your financial house

This month's podcast features Paul and John discussing strategies for improving your financial situation in 2025.

We spend a lot of time planning for our careers, special occasions, and events, but we spend very little time creating a plan for our money. Despite America being deemed one of the wealthiest countries, U.S. workers are living paycheck to paycheck, racking up debt, having little or no savings, and having no plan for retirement. People spend a lot of time being anxious and worrying about money, which can lead to mental health challenges or make existing mental health challenges worse. This further impacts our work performance, physical health, and, let's not forget, relationships. According to our guest, money mentor, coach, and accounting and tax doctor, Dakota Grady, America is in a financial crisis, but there is hope.  In this episode, we discuss:Is America really in a financial crisis? Bouncing back after losing your job. Why you need a money plan.Should you use cash or credit?What a rainy day fund is, how to create one, and so much more. If you are worried about debt, retirement, and your financial future, tune in as Dakota shares tips and strategies to help you begin to get your financial house in order. Connect with Dakota: https://www.dakotagrady.com/Connect with Carolyn: https://carolyn360.com Use the code "LEADER" to get a FREE $10 to meet Carolyn on the Owwll app or call any expert you'd like. Apple users, use this link - https://infinitycoaching.net/appleowwllAndroid users, use this link - https://infinitycoaching.net/androidowwll

46% of women are unpleasantly surprised when they take a look at their finances at home.  That's almost HALF OF US,  Podsters.  And these are the very same women who lead teams, create budgets, analyze finances as part of their job and make major financial decisions at work. Why do these women then turn over all of the financial planning and decision-making at home?   And single women, who are the only person responsible for their financial well-being, aren't much better. This changes today.  Today I'm talking with Micheala Herlihy –a financial planning powerhouse who runs an all-female financial services firm and who is here to give it to us straight. Spoiler alert: She's phenomenal. This conversation with Michaela left me shook. The discussion nudged me to up my financial game, hold myself accountable, and approach my own marital and financial dynamics with a fresh perspective. Even if you're navigating your finances solo, we have tools tailored for you too! Michaela shows us how to make managing our finances enjoyable, and dare I say… fun? She spills the tea on tips and tactics, emphasizing the importance of dedicating a few minutes or a night to understanding your financial situation and to making this process NOT painful. Or, to approach this process with EASE. Trust me, this episode is a game-changer. Are you ready to start putting finance planning dates in your calendar? Create a fun space to talk about this topic that has been made so complicated. Podsters, let's dive in and explore the world of women in money. Beacon Financial First Steps Packet https://www.beaconfinancialplanning.com/clientpacket Let's harness this motivation and DO THE THING together! I'm still accepting applications for my ⁠⁠one one-on-one private coaching. Apply here, and you're DONE by spring!⁠⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/nancy-medoff/message

No-one wants to experience adversity in life, but the challenges we face can very often be the making of us. In this episode, Brian explains why struggle is vital to the good life and shares how we can prepare for it, conquer it and ultimately benefit from it. YOU WILL LEARN:· Why you need struggle to grow.· Why struggle allows you to step out of your comfort zone.· How struggle helps you to embrace the grind. MENTIONED IN THIS EPISODE: Have Faith Haiti The Shawshank Redemption S2E117, Getting Your Financial House in Order S2E123, Getting Your Business in OrderNOTEWORTHY QUOTES FROM THIS EPISODE: “Many people seek lives without struggle or difficulty. And that in itself will bring tremendous difficulty.” – Brian Buffini “Struggle is a great teacher. And, when we're prepared for it, we can actually learn to enjoy it.” – Brian Buffini “You've got to go through the life and death struggle of a chrysalis to become a butterfly. That's the only way you learn how to fly.” – Brian Buffini “The struggle is crucial. If you're struggling right now it's helping you.” – Brian Buffini “We have to do the hard things to get to easy street.” – Brian Buffini Itsagoodlife.com Hosted on Acast. See acast.com/privacy for more information.

In this episode, I discuss the importance of managing your finances well when running a subscription web design business. I cover three main points:1. Budgeting - I recommend using the YNAB method and Profit First book as frameworks to help you create a budget and get your expenses under control. Without money coming in and proper financial management, your business will not survive.  2. Building a financial runway - If you currently have a full-time job, I recommend using it to build up recurring income from your subscription web design clients to transition to being full-time. This may take a few years of hustling on the side. 3. Foundation clients - The fastest way to build that financial runway is by landing higher-paying, longer-term retainer clients who need consistent work from you. I recommend focusing on either white-label relationships with other agencies or direct clients who need 2-5 hours of work per week.   I also share how I personally transitioned to working full-time in subscription web design and the financial hit I took when one of my first foundation clients scaled back. But with a diverse base of clients, the impact was manageable.Overall, this episode urges subscription web designers to value themselves and charge fairly for their work while also getting a handle on the money side to build sustainable businesses. -- Make sure to go to https://subscriptionwebdesign.com right now and enter your best email address to get my contract template (and more!) for FREE. This is a limited time promo that WILL go away. 

Chase (financial advisor with STCU) joins us on the pod to talk investing and money management. He shares some tips on how to set yourself up for financial success in the future. Tune in!

If you watch the news or go on line, the financial and economic status of our country may seem a little scary, but do you know how you avoid feeling alot of the negativity in your own home? Sleep better? Have more PEACE? Getting YOUR Financial House in order! In this week's episode of the Home Ec Express podcast I share why it is so important to stay away from debt and learn to budget. To schedule a 45 minute Complementary Consultation to discuss your personal financial situation, go to www.homeecexpress.com/financial-coaching Please share, like and subscribe to the Home Ec Express Podcast Go to our website www.homeecexpress.com Follow us on Pinterest, Instagram and Facebook #homeecexpress #homeecexpresspodcast #homeec #homeeconomics #lifeskills #howtoadult #lifeskillsforteens #lifeskillsforkids #finances #debt #financialcoaching #debtfree #financialpeace #ramsey #mortgageloan #autoloan #creditcards #cashisking #budgeting #everydollar #learntobudget #masterfinancialcoach --- Send in a voice message: https://podcasters.spotify.com/pod/show/home-ec-express/message Support this podcast: https://podcasters.spotify.com/pod/show/home-ec-express/support

Handling money is the one thing in life that no one can avoid, but that most people worry about. In this episode, Brian outlines five strategies to not only help you get your financial house in order, but also to reduce the worry, stress and anxiety about all things money. YOU WILL LEARN:· How you can implement a working home budget.· Why you must have reserves for both your home and business life.· How you can enhance insurance, investments and legacy documents. MENTIONED IN THIS EPISODE:itsagoodlife.comS2E110, Money Rules – with David Bach, Author of The Automatic Millionaire S2E107, Invest Like a Billionaire with David Rubenstein S2E94, The One Decision That Makes a Millionaire S2E47, Recession Proof Your Money Part 1 “The Emigrant Edge,” by Brian Buffini trustandwill.com NOTEWORTHY QUOTES FROM THIS EPISODE: “People leave getting their house in order until the last minute. The problem is, no one knows the date, the time and the hour of their last minute.” – Brian Buffini “The good life is for achievers who want to pursue it.” – Brian Buffini “You will never get ahead financially in life if you don't control your expenses.” – Brian Buffini “You must gain control over your money, or the lack of it will forever control you.” –Dave Ramsey “Sometimes as a coach you need to deliver the tough talk so that people will take action.” – Brian Buffini Hosted on Acast. See acast.com/privacy for more information.

Hard and Private Money Lenders want to help you to invest in the Foreclosure market. But they have guidelines that they will need you to follow in order to provide you with the capital you need. In this episode, I'll discuss the steps you need to take to get your financial house in order. This information will help you to be prepared to access funding to buy below market deals using other peoples money. When the market starts to fade, the capital providers will only want to work with investors that are prepared, educated, and experienced. Listen to this episode to make sure that you are one them.Show Notes Want to get Started becoming a Real Estate Investor? Are you a real estate professional ready to transition into becoming a full time real estate investor? If so click this calendly link to schedule your coaching assessment call with Donny today. Find and Analyze Deals Like a professional. Get access to the software I use daily to find and figure out my number on the Deals. Click here to analyze deals with Privy.http://bit.ly/fdcprivy Join the conversation today. Facebook Group - Foreclosure Deals Coach http://fdcoachgroup.comFacebook Page - Foreclosure Deals Coach http://facebook.com/foreclosuredealscoach Want to learn more from Donny Coram? Download the FREE ebook "The Hidden Foreclosure Deals Market" I want my free ebook NOW! http://bit.ly/fdcbook

Generational wealth expert Portia Wood is back with her advice on mid-late life season financial matters. What are the best moves? How can we protect our estate? These questions and more are answered in this episode! More from Portia: https://www.woodlegalgroup.com This episode is sponsored by: Sandbar Handcare: Shop with code MOXIE15,  https://www.sandbarhandcare.com/ LIVI RAE LINGERIE, The Official Bra Fitter of Midlife Moxie! https://liviraelingerie.com/ Mention MIDLIFE MOXIE at your fitting or on your order to save 10% on any purchase Connect with us:  midlifemoxiepodcast@gmail.com Join our community on Facebook:  https://www.facebook.com/groups/1069587806782730/ Read the blog/sign up for newsletter/find all of our discount codes:  www.midlifemoxie.net Follow us on IG: @gailsscott, @1sassymassey Audio Editing by: Dan Collins at www.goconfidentallycoaching.com Thanks for listening, and go and GET YOUR MOXIE ON!    

Generational wealth expert Portia Wood is back with her advice on mid-late life season financial matters. What are the best moves? How can we protect our estate? These questions and more are answered in this episode! More from Portia: https://www.woodlegalgroup.com This episode is sponsored by: Sandbar Handcare: Shop with code MOXIE15,  https://www.sandbarhandcare.com/ LIVI RAE LINGERIE, The Official Bra Fitter of Midlife Moxie! https://liviraelingerie.com/ Mention MIDLIFE MOXIE at your fitting or on your order to save 10% on any purchase Connect with us:  midlifemoxiepodcast@gmail.com Join our community on Facebook:  https://www.facebook.com/groups/1069587806782730/ Read the blog/sign up for newsletter/find all of our discount codes:  www.midlifemoxie.net Follow us on IG: @gailsscott, @1sassymassey Audio Editing by: Dan Collins at www.goconfidentallycoaching.com Thanks for listening, and go and GET YOUR MOXIE ON!    

Marc, a successful entrepreneur, is a leader in a variety of industries and owns four prospering companies in Florida. He thrives as a financial mentor and belongs to an exclusive group of top insurance professionals under the Bank on Yourself brand. Since joining this elite group, Marc has been named Producer of the Year, 3x Top Five Producer of the Year, 4x Top Ten Producer of the Year. He is co-author of the #1 Amazon bestseller The Secret to Lifetime Financial Security. Over the years, Marc has helped hundreds of clients take control of their finances and reach their financial goals without taking unnecessary risks. That's why his clients think of him as their “secret weapon”, helping them build and safeguard their wealth. Marc is founder of Top Wealth Agenda and started his business following the 2008 financial crisis when he was compelled to teach others how to avoid financial losses and hardships by using properly designed insurance strategies to provide multiple benefits for families and business owners. In this episode we discussed: - Put Your Money to work before you spend it - Pros and Cons of Qualified Plans - Differences between Saving and Investing - Capital attracts Opportunity - How stable is your financial pyramid? - How to avoid financial stress and all the noise --- Send in a voice message: https://anchor.fm/donald-thomas6/message Support this podcast: https://anchor.fm/donald-thomas6/support

Michael Hanna is a certified financial planner, retirement income certified professional, and an accredited estate planner. He is also an investment adviser representative at Azura Wealth Advisers LLC, a company dedicated to helping clients navigate the real financial world. Michael graduated cum laude with a Bachelor of Arts in Politics and Philosophy from New York University, where he also completed his Master of Business Administration degree at the Stern School of Business. He is the author of the book, Get Your Money Right, which shares a roadmap and infrastructure—drawn from his personal experience—that can help create real and permanent wealth in readers' lives.   Michael joins us today to discuss why financial advisors should build financial infrastructures for themselves. He explains the importance of keeping the right investing mindset during an economic downturn and keeping the end in mind when creating financial goals. He shares his thoughts on financial advisors sharing their personal financial plans and goals with their clients. Michael also highlights the value of celebrating your progress toward your financial goals and outlines the first steps advisors can take to keep their financial house in order.   “It's important for financial advisors to care for their finances because it puts them in a position to lead by example. It's hard to show somebody what to do with their money when you have not done it yourself with your own money.” - Michael Hanna   This week on The Model FA Podcast:   Michael's background and how he realized the importance of having a strong financial infrastructure in business Why it's important to continue making contributions to your 401k even during a market downturn What it means to begin with the end in mind when creating financial infrastructures Gamifying progress toward your financial goals Whether financial advisors seek other advisors when making financial plans How financial advisors can put themselves and their families in a better financial situation The first steps to take toward getting your financial house in order   Resources Mentioned:   Book: Kitchen Confidential: Adventures in the Culinary Underbelly by Anthony Bourdain   Our Favorite Quotes:   “Advisors should have an advisor. It's always great to have a second pair of eyes, a sounding board, someone to support you or keep you on track if you're slightly going off.” - Michael Hanna “Everyone's a great investor when doing it in hindsight, but making changes based on emotions will bite you in the butt moving forward.” - David DeCelle “Clients can feel if you're actually empathetic or if you're blowing smoke to keep them contributing for your personal benefit.” - David DeCelle   Connect with Michael Hanna:   Azura Wealth Book: Get Your Money Right: An Insider's Guide to Simplified Wealth Michael Hanna on LinkedIn Email: MHanna@AzuraWealth.com   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

We are honored to have one of Brian's former coaching clients, Kym Pomares, join us on the podcast today. Kym recently sold her school, Courthouse Academy in Virginia Beach, VA for a huge payday, but had some serious struggles in the early years of ownership. Kym shares some of the mistakes she made and what she learned to give you some insight on what NOT to do. Kym's biggest obstacle was figuring out how to understand the financial aspect of the business.  Even though she had a revenue of over one million dollars annually, she had nothing to show for it. She was deep in debt and her house was on the line. She said she made several bad decisions, had trouble tracking,  and struggled with forecasting and planning for the business's financial future. She was behind in her payroll taxes, and even had an employee embezzle. By her own admission, things were a mess. Tune in to hear how Kym overcame these shortcomings and went from being hundreds of thousands in debt to a seven-figure payday. Kym shares what she learned along the way and gives sage advice on how to follow in her footsteps to an incredibly financially successful child care business. Tune in to hear the answer to this week's listener question:   Dear Brian and Carol: I am new to the child care business. Can you give me some tips on how to avoid financial mistakes early on in my business? Robert, Miami (Guest Expert Kym Pomares answers this question live on the podcast. Tune in to hear her advice which includes the tool she uses to track her company finances)   Child Care Genius Workations: We are looking for 12 couples to hang out with us on a tax-deductible Child Care Genius Workation next year. We have 2 trips planned for 2023, with a max of 6 couples for each trip. Workations are an intimate setting where we can share one-on-one time, enjoy private dinners together, and give you individualized coaching. You will leave the Workation with a game plan for success in your child care business. To learn more about our January Jamaica trip or our March Barbabados trip, visit ChildCareGenius.com/Workation Connect with us:   Child Care Genius Website   Submit a Podcast Question Here Like us on Facebook Join our Owners Only Private Mastermind Group on Facebook    Join our Child Care Mindset Facebook Group Follow Us on Instagram Connect with us on LinkedIn Subscribe to our YouTube Channel Buy our Books Check out our Free Resources  

On this episode of Investor Connect, Hall welcomes Peter Lazaroff, Chief Investment Officer at Plancorp, host of The Long Term Investor Podcast, and author of Making Money Simple. Headquartered in St. Louis, MO, Plancorp is a financial services firm and registered investment advisor founded in 1983. Since then, they've worked tirelessly with individuals, families, and businesses with financial complexity to meet their goals more effectively and feel confident in their financial future. Over their 38 years in business, they've committed themselves to absolute transparency. Plancorp manages over $6 billion for individuals and families across 44 states. As a comprehensive wealth management firm, they specialize in advanced tax planning and equity compensation planning for executives and business owners.  Peter is the author of “Making Money Simple” and a regular contributor to The Wall Street Journal and Forbes. In each of the past four years, Investopedia has named Peter one of the Top 100 Most Influential Advisors, and in 2021 he was ranked #10 overall. Peter advises startups and investors and discusses his new book. He shares with Hall the inspiration behind it, the primary audience, the most important takeaway, and more. You can visit Plancorp at , and on LinkedIn at . Listen to Peter's podcast, The Long Term Investor, at .   Purchase “Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever”, at . Reach out to Peter at , on his website , on LinkedIn at , and on Twitter at .   _____________________________________________________________________ For more episodes from Investor Connect, please visit the site at:    Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group    Please , share, and leave a review. Music courtesy of .

Join Ken and Danille as they discuss ways to improve your credit score and why Ken doesn't think it is that important! Be sure to join the next webinar with Danille: https://kenmcelroy.com/webinarJoin Ken at his live in-person event in June: https://limitlessexpo.com/Want to ask Ken a question or have him look over a deal? Sign up for a Ken's Inner Circle: https://kensinnercircle.com/Visit Ken's Bookstore: https://kenmcelroy.com/books/•ABOUT KEN:Ken is the author of the bestselling books The ABC's of Real Estate Investing, The Advanced Guide to Real Estate Investing, The ABC's of Property Management, and has an upcoming book: "ABCs of Buying Rental Property: How You Can Achieve Financial Freedom in Five Years." Ken is a Rich Dad Advisor.    Ken offers a wealth of personal experiences, practical advice, success stories, and even some informative setbacks, all presented here to educate and inspire. Whether you're a new or seasoned investor, the information and resources on this channel will set you on a path where you and your investments can thrive.Ken's company: https://mccompanies.com/• DISCLAIMERS: Any information or advice available on this channel is intended for educational and general guidance only. Ken McElroy and KenMcElroy.com, LLC shall not be liable for any direct, incidental, consequential, indirect, or punitive damages arising out of access to or use of any of the content available on this channel. Consult a financial advisor or other wealth management professional before you make investments of any kind. Although Ken McElroy and his affiliates take all reasonable care to ensure that the contents of this channel are accurate and up-to-date, all information contained on it is provided ‘as is.'Ken McElroy makes no warranties or representations of any kind concerning the accuracy or suitability of the information contained on this channel. Any links to other websites are provided only as a convenience and KenMcElroy.com, LLC encourages you to read the privacy statements of any third-party websites.All comments will be reviewed by the KenMcElroy.com staff and may be deleted if deemed inappropriate. Comments which are off-topic, offensive or promotional will not be posted. The comments/posts are from members of the public and do not necessarily reflect the views of Ken McElroy and his affiliates.  2021 KenMcElroy.com, LLC. All Rights Reserved.#kenmcelroy #LiveStream #realestateinvesting

Welcome Back! Do you have your i's dotted and t's crossed? Let's continue on our journey of “Getting Your Financial House In Order”. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button and share our podcast with friends, family and colleagues.   Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.

Life happens and a number of things can take you off track. So over the next two episodes we review a checklist that can help you “Get Your Financial House In Order”. Glenn is available for in person and Zoom meetings. Simply give us a call at (336) 291-3535 or visit ScheduleSomeTime.com to get on his calendar. As always, please remember to click the “Share” button and share our podcast with friends, family and colleagues.   Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Adviser. Horter Investment Management does not provide legal or tax advice. Investment Adviser Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Roadmap Financial Consulting, LLC. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade, and Nationwide Advisory Solutions.

One of the best things we can do for ourselves is to take responsibility of our finances. This is something that isn't taught early in our lives and only learn it in the school of hard knocks. This is some of the best advice that we can give from our point of view. We are NOT financial planners, so please take any of what advice we give understanding we are licensed Realtors®. Take what may work for you to them to figure out what plan might works best. Talking about home affordability as interest rates rise, be sure to check out this podcast that illustrates the difference in numbers: https://nittygrittyrealestate.podbean.com/e/2022-housing-projection/ Do you have questions for us? Let us know: Tom Krieger- Tom@thetjkteam.com | 520.907.5305 Jill Paddock- Jill@thetjkteam.com | 520.260.8545 Do you have questions, comments or topics that you would like us to cover? Reach out to us: podcast@thetjkteam.com  www.TheTJKTeam.com Keller Williams Southern Arizona 1745 E River #245 Tucson, AZ 85718

Talking about money is difficult for people. If you've listened to our previous podcasts, you've probably heard us say that many of us grew up being taught not to talk about money. The problem is that it can lead to conflict, especially in relationships. As you may know, money is a top cause of divorce. It breaks relationships apart. We're here to tell you that if you talk about money early in your relationships and have ongoing conversations about finances, it can actually be a bonding experience for you and your partner. That sounds great, right? But how do you get there? Well, you're in luck! In this episode of A Place of Possibility, we are diving back into our “Getting Your Financial House in Order” series to give you the nuts and bolts of how to have the money talk with your significant other. We will discuss, How to set the stage or foundation to begin this conversation What types of questions you should be asking each other The five different methods to managing finances How to find compromise if you have two completely different views on budgets, spending, debt, credit, etc. And more! No matter where you are in your relationship, it can be challenging to know how to start this topic of conversation or even continue the dialogue. Our goal is to help you level the playing field, ultimately bringing you closer. You and your partner don't have to be a perfect money match, but you should understand where the other is coming from to help find solutions that work for you both. So, let's get started!

As we approach the end of another Financial Year end how have you fared?Have you met your goals?Reached your targets?Adjusted your plan through out the year?When you submit your figures to your accountant will it be a surprise where your business is at OR you have a good idea on what they will come back with?You can't change the past but if you've not stayed on top of your finances throughout the year, then you can start to plan next year's finances.Dave and Marie talk through what steps you should have been doing this last year, why its important and how you can gear yourself for the coming year.They provide a list of tips and good practises for you to tackle this coming year, so you will be on top of your finances and have no nasty surprises back from your accountant!What strategies do you adopt to ensure you are on top of your finances?

What's the top reason for people not taking control of their finances?  Procrastination. On today's mega episode, Jane, Bobbi, and Jon help listeners get started and give tips to stay the course when it comes to saving. Jane Hagen is a director of corporate retirement plans. Her passion is encouraging thousands of 401(k) participants to earn their retirement one step at a time and one percent increase at a time. Bobbi Putman is a seasoned Financial Planner and shares advice on building an individual's credit and a readily available emergency fund. Jon Pickelman is a Relationship Manager and shares why we all have a different relationship with money. Tune in to hear tips about building a 401(k), building credit, and how to invest for the long-term. Individuals 22-62 can learn a tip or two to help them on their financial journey.

When it comes to your money, investments, and finances, it can be easy to procrastinate. So, Amy and Steve are here to help get you motivated. They share a list of some of the most important – and practical – things you should be doing right now.   Plus, have you been considering a Roth conversion? What to know before following through.

One of the trickiest things about personal finance is the sheer number of choices. It doesn't matter the details of your specific situation – we all face countless decisions and each option comes with a lot of underlying complexity.   So many people struggle to understand where to start and what to do with their money. That's why Peter wrote Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.   In the first episode of a three part series, Peter highlights his favorite passages and outlines the important concepts of Chapters 1-4.   In this episode, you'll learn how to build a bulletproof savings system for growing your wealth.   Visit www.TheLongTermInvestor.com for show notes, free resources, and submit questions.

July 2021Show summary: Welcome to the Winning with Money podcast. Although I get support from the Ramsey Solutions team, I'm on my own with my business in financial coaching. My goal as a financial coach and with this podcast is to provide you with simple, practical strategies to help you gain control of your finances. Each episode will usually last between 10 and 15 minutes. Just enough time to get the basics out to you to put some of my topic ideas into practice. I'll roll out a new podcast episode every other week most of the time.Some future topics will include: Applying the Ramsey Solutions Baby Step Plan, Financial Scams, Developing a Millionaire Mindset and many more as my show gains traction. Today's topic is Getting your Financial House in Order.I'll share 6 tips with you today. There are more, but these will help you get or stay on your path to financial freedom.Tip Number 1:  Collect and organize your income and expense documents  Tip Number 2: Review your savings, investing and retirement accountsTip Number 3: Automate your tracking, billpaying, investing and savingTip Number 4: Review your insurance policies Tip Number 5: Make a plan to get out of or stay out of debtTip Number 6: Review or set up goalsTip Number 7: Reviewing your beneficiaries and updating your estate plan  Please subscribe and spread the word about the "Winning with Money" podcast with family and friends who might be interested. I hope you'll continue to join me along the way. Let's Stay in TouchIf you have topic suggestions and any other feedback, you can reach me via email at mike@fettermanfinancialsolutions.com. All feedback will help me to learn and grow this service.  You can learn more about me, read my blog, and schedule a coaching consultation through my website at:  fettermanfinancialsolutions.com  I'm grateful for your support.

Do you feel stuck financially? Here is an examination of financial needs from a Maslow's Hierarchy of Needs perspective.   

Paul Schumann is with us in this week’s episode. He ... Read moreGetting Your Financial House in Order with Paul Schumann

As part of our new short series of developing on more concise topics, we're going to talk you through 5 steps to getting your financial house in order.

Let me ask you a question. Do you have your financial house in order? If you had an unexpected expense, how would it affect you? 78% of people are living paycheck-to-paycheck. This includes high wage earners as well. My guest today is Michael Murphy. Michael is the founder of Financial Coaching RDU, a company that helps people get control of their finances. He writes and speaks on personal finance issues and hosts the popular Murphy on Money podcast. He's written a new book, The Missing Key: How to Find and Use One Simple Skill to Unlock your Best Financial Life. I've known Michael for years and I love his passion for helping people. If you want to be a great leader, you need to lead yourself first and that means getting your financial house in order. Enjoy my discussion with Michael! The Missing Key Book Financial Coaching RDU Murphy on Money Website Murphy on Money Podcast Murphy on Money Instagram _____ Become a leader worth following today with these powerful resources: Purchase my bestselling leadership book "I Have the Watch: Becoming a Leader Worth Following" Subscribe to my leadership newsletter Follow Jon S Rennie on Twitter Follow Jon S Rennie on Instagram Follow Jon S Rennie on YouTube

In 2021 law firm finances will be the new sexy, or at least they should be after everything that happened in 2020. In today’s episode I have invited my guest Shawnna Weber to talk about ways you can crush chaos in the areas of bookkeeping and billing. In this episode we discuss: How to know it’s time to outsource some of the billing and bookkeeping. Recognizing the value of your time and determining its best use. Determining when a bookkeeper should be brought in-house. Understanding your tax obligations and the different ways taxes are paid into the system along with identifying legitimate business expenses that can be deducted. The differences between your Accountant and Bookkeeper and why you need both.   The importance of reviewing your reports for correct expense categories and charges for items no longer used or needed.   Key financial reports to review on a regular basis. Using trend reports to anticipate income and determine marketing decisions. The importance of staying proactively involved in your finances. Tips for maximizing your funds as the year comes to a close. Contact Info: Contact Information for Shawna SOCIAL LINKS https://www.edgewoodbusinesssolutions.com/ https://www.edgewoodbusinesssolutions.com/faces-of-finance https://www.facebook.com/edgybusinesssolutions https://www.instagram.com/edgysolutions/ https://www.linkedin.com/in/shawnnaweber/ https://www.linkedin.com/company/edgewood-business-solutions success@edgysolutions.com  OFFER  We are offering a Financial Deep Dive for $999 which includes reviewing your 2020 year to date bookkeeping and making recommendations for classification and any strategies you can implement now or discuss with your CPA.   To sign up for a complimentary 15 minute call about the offer go to edgewood business solutions.as.me/financialdeepdiveintrocall   or email us at success@edgysolutions.com Bio: Shawna Weber Bio:  Shawnna Weber is the host of the Faces of Finance podcast and the CEO of California based Edgeworth Business Solutions, a business consulting and bookkeeping firm that challenges the traditionally transactional model of financial management. Shawnna founded the company in 2011 with a goal of developing long lasting consultative relationships with clients that allow them to decrease their expenses while driving profitability. And in doing so, Shawnna and her team have managed over 60 million dollars in assets across their client base and have negotiated and implemented strategies saving companies over one million dollars over the past seven years. Allison Williams Bio:  Allison C. Williams, Esq., is Founder and Owner of the Williams Law Group, LLC, with offices in Short Hills and Wall Township, New Jersey.  She is a Fellow of the American Academy of Matrimonial Lawyers, is Certified by the Supreme Court of New Jersey as a Matrimonial Law Attorney, and is the first attorney in New Jersey to become Board-Certified by the National Board of Trial Advocacy in the field of Family Law. Ms. Williams is a member of the New Jersey Board on Attorney Certification (NJBAC) – Matrimonial Committee, a New Jersey Supreme Court committee that determines eligibility of candidates to be certified as a recognized practitioner in the field of matrimonial law. Ms. Williams has been named a Rising Star Attorney by the New Jersey Super Lawyers franchise continuously from 2008 – 2013, and has been named a Super Lawyer by that organization for 2014 – 2019. In 2016, she was featured in the Super Lawyers publication (Williams v. The Rubber Stamp), she has been named one of the Top 50 Women Super Lawyers in New Jersey from 2017-2019 and in 2019, was voted in the Top 100 Super Lawyers in the State of New Jersey. Ms. Williams is an accomplished businesswoman. In 2017, the Williams Law Group won the LawFirm500 award, ranking 14th of the fastest growing law firms in the nation, as Ms. Williams grew the firm 581% in three years. Ms. Williams won the Silver Stevie Award for Female Entrepreneur of the Year in 2017.  In 2018, Ms. Williams was voted as NJBIZ’s Top 50 Women in Business and was designated one of the Top 25 Leading Women Entrepreneurs and Business Owners. In 2019, Ms. Williams won the Seminole 100 Award for founding one of the fastest growing companies among graduates of Florida State University. In 2018, Ms. Williams created Law Firm Mentor, a business coaching service for lawyers.  She helps solo and small law firm attorneys grow their business revenues, crush chaos in business and make more money.  Through multi-day intensive business retreats, group and one-to-one coaching, and strategic planning sessions, Ms. Williams advises lawyers on all aspects of creating, sustaining and scaling a law firm business – and specifically, she teaches them the core foundational principles of marketing, sales, personnel management, communications and money management in law firms.  She received her B.S., magna cum laude, and her M.S., summa cum laude, from Florida State University. She received her J.D., cum laude, from Syracuse University College of Law.  Snip-Its: 00:19:45 (33 Seconds) - Shawnna I would say meeting with your CPA is really equally as important and that can be less frequent. But I would say at least twice a year. And a lot of people think, oh, I just need it during tax time, but sometimes by tax time, it can be a little late to take advantage of any strategies. So we say please meet once towards the end of the year and then another at tax time. And, really you want to reach out when there's any changes in your business. I mean, maybe you're looking to purchase an office space or you're adding another partner. Any major changes should be communicated so you don't get to tax time, and your CPA is like, oh, if you told me that last year, I could have helped you with that. So. 00:21:12 (50 Seconds) – Allison My accountant, so my accountant can shoot me a message and say, hey, I know that you just added three new team members and I know that you've got bonuses coming up at the end of the year or I know you're going to be doing some some gifting through the company. Let's figure out the best way to do that so that we can maximize your tax benefit. And if you have those two different professionals that don't ever communicate, the bookkeeper is on one place, the accounting team is on another place, then you as the business owner have to really be intentional about bringing your financial team together to give you advice periodically. And it doesn't take a whole lot to do that. I mean, it literally is just schedule yourself a quarterly meeting and invite them both to come and have everybody have access to the reports so that you can have those strategy sessions. Don't be passive in trying to get advice for your business. You have to be intentional about seeking that.

Visit www.EAInterviews.com/PeterLazaroff for episode specific show notes & www.EAInterviews.com for complete show notes of every podcast episode. On today's episode, we learn about:

Financial planning can be a bit like cleaning a house. There's a big mess and a sense of dread. The fancy financial maids of the GenWealth Team go through each room of your house on today's show and take a look at how to clean up and get that house in order!Originally aired 10/7/2020

There's no doubt that 2020 has been a wild ride. Now that we're three-quarters of the way through and have our eyes set on 2021, it's time to focus on the tail end of the year and finish it out with a (positive) bang. That means taking the time to go through our essential numbers, budget for the rest of the year, and get clear on our goals.You can find show notes and more information by clicking here: https://bit.ly/2S6CjHN

Yes, you can get your financial house in order!Call it a conspiracy or whatever you want, but there is a well-orchestrated message out there that creating a plan for your money that helps you achieve your goals is impossible – you’ll never save enough, you’ll never get out of debt, you’ll outlive your money, blah. That's not true because it is possible for you to get your financial house in order right now with what you’ve got in your bank account. Our podcast guest on this reboot episode, Peter Lazaroff, is going to show us how.What You'll LearnEasy strategies you can use to build your wealthHow to get in a better relationship with the world wealth Why you should create a reverse budget and how to create one easilyThe magic of goals based investing and how you can benefit from itSome of Peter's best tips from his new book, Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way ForeverLinksSmart Money QuizPeter's websiteGrab Peter's book, Making Money SimpleSUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE!Ask ShannahHave an Ask Shannah question, submit it hereGet SocialShannah on TwitterShannah on Instagram

How do you feel about your current financial situation? Good? Not so good?  Either way, it's always a great time to do a little "spring cleaning" of your financial "house". In this episode, Money Makin Mich shares three tips to get your sh*t together so that you'll always feel proud of your financial situation. Connect with us! Follow @MoneyandMerlotpodcast on Instagram. You can also follow Michel (@MichelValbrun) and Racquel (@RacquelWines) on IG. Visit ProlificProfit.com for Michel's latest book "Proflic Profit" Visit Passport2Pinot.com for all things wine with Racquel, including free wine classes. Wine referenced: Fissata Blonde ( Shop & ship to your house at wineguide.life/thewinerac) Join the Champagne Cru! facebook.com/groups/ChampagneCru/

The Crew discusses their personal finance journey, investments, and personal practices that have helped us take control of our financial future! FOLLOW ► Instagram: http://bit.ly/_Corridor_Instagram Sub-Reddit: http://bit.ly/_Corridor_Sub-Reddit SUPPORT ► Join Our Website: https://bit.ly/Crew_Membership Buy Merch: http://bit.ly/Corridor_Store OUR GEAR ► Puget Systems Computers: http://bit.ly/PC_Puget_Workstations

Are you dreaming of retiring? Or just going to Tahiti? You know that it takes more than a date on the calendar or a plane ticket in hand to get there. Money Native founded by Liz Lemesevski helps small business owners achieve these and other long term goals by focusing on business finances. Liz spent over 20 years working with Wall Street financing and investing other people’s money to build wealth. She has her MBA in Finance from Fordham University and decided to “lean out” in 2009 to help women build their wealth through business ownership. Website: www.moneynative.com LinkedIn: https://www.linkedin.com/in/lizlemesevski/

The Covid-19 crisis started as a global health emergency, but its economic impact could be nearly just as devastating.  As we all tighten our financial belts, advice from professional financial planners is more important than ever. Willa Williams and Weslia Echols of Trinity Financial Coaching share the lessons they've learned -- the hard way -- about living abundantly but within your means.  

Melissa and financial expert Chelsea Williams discuss financial clarity, money-myths, the importance of "getting your house in order", and their shared passion of working closely with lawyers. Learn more about Chelsea and her group, Core Solutions, here. Learn more money myths by following Core Solutions on Instagram: core_solutions_group You can reach Chelsea at: chelsea@yourcoresolution.com Mentioned in this episode: Just Mercy, by Bryan Stevenson Rich Kids, by Tom Corley

WGM Ep. 11: GETTING YOUR FINANCIAL HOUSE IN ORDER BY CREATING A BUDGETAs artists it's not always easy to change the way we think when it comes to financial topics like salaries, budgets, profit and loss statements, inventory, or sales.  My goal is to help you to start thinking, if you haven't already, like a CEO.   As a small business owner you have to wear a bunch of different hats which is not only exhausting but can be overwhelming. Link to worksheet  Over the course of the first quarter of 2020,  I will be breaking down each area of our business  such as  base line calculations, taxes and saving for a personal and business emergency fund. I want to help you change your mindset in regards to these areas.   In this episode we will begin this process by talking about the one word we all Dislike but all know the importance  BUDGET.  By creating a budget as John Maxwell says :"A budget is telling your money where to go instead of wondering where it went."  Instead of making an order, selling the order, then spending the money or paying a bill or debt, you must learn to take the revenue earned from said order and immediately begin the allocation process of where it is going. We all have our personal bills, business expenses, and entertainment costs.  The only way you will be able to turn your business into a profitable one is by not only changing how you think about money but also by creating and implementing systems to manage the money. *** Remember first and foremost that when you receive payment for goods and services the business is to receive the money. If you pull any money out of this revenue you will do yourself a disservice. I remember the days of driving to a shop completely broke in hopes that the shop would buy everything or at least buy enough to allow me to put gas in my car, some food in my belly, and hopefully buy more oxygen to keep the ball rolling.  This struggle is real and if you continue to think on a day to day basis this struggle will continue. If you begin to change your financial habits not only will you grow your business faster you will also grow confidence in yourself as a business owner.  There's nothing worse for your creative spirit the standing behind your torch wondering how your going to pay a certain bill or worrying about your house getting foreclosed. *** Even though this is an audio format it'll much easier for you to visualize what I'm about to talk about if you use the link provided in the show notes and follow along at home. This is going to be an example budget but in the end you need to go through the motions of this process so you can then take the time to sit down and focus for an hour or so and calculate your own budget. Generally a budget takes 90-days to really fine tune it as expenses you may not have remembered come up or you have an area of importance like new tires for your car that might be an every couple of years issue but happen to rear its ugly head during the beginning phase of establishing your budget.   Estimated personal expenses. Write this dowen in the second column  thunk of all the areas that you spend money outside of the studio Rent/mrtg Car payment Car insurance Groceries Dining Misc entertainment Utilities Car repair Car fuel Clothing Child support Vacation Misc This will give you a clear view of your personal expenses and its important to see where your money is going. By having control of a budget you can then save in areas like vacation or those new tires for your car. Dave Ramsey refers to what is called a Zero based budget where you take your estimated monthly income and put it into catagories until you a 0.00 balance  so if you bring in 2k a month after your business expeses and taxes then you need to allocate where that 2k is going.  This will also give you a clear pictuee if you are even brining in enough income through the sales of glass and if not maybe you should conscidere getting a partime job in the meantime until your business consistanly brings in enough revenue to sustain the business and your personal budget. Now in the area for income write down your estimated income based on last years sales. Now if you don't have a number what you need to do is add up your total estimated business expense and times that by "3" to calculate a generic number of what you should set a your goal for that months total revenue.  If your expenses totals $500.00/month then you should shoot for $1500.00/month. That way your business expenses are covered leaving you $1000.00/month to be allocated to areas like your taxes, salary and retained earnings.(these 3-areas are of importance as well and will be discussed further in future episodes) Out of the $1000.00, which would be considered profit,  take 15-25% out and stick that into a separate savings account to later be used for your quarterly estimates. The remaining balance of $750.00 will then be paid to yourself in form of a salary.  Now obviously the more revenue generated the more business expense you will have but this will also give you the ability to pay yourself more. That being said if your personal bills total $1000.00/month and your paying yourself $2000.00/month you may want to think about cutting your salary back a little to then be used as retained earnings for the company.  The budget forms include savings for the business and for your personal.   By taking all of this into consideration and truly beginning the process of how you think in terms of how money can work for you, not only will you grow your profits, you will grow your financial IQ and have a drive to want to learn more about accounting and marketing.  The BEST way you can improve how you manage the expenses in your business and personal life is having everything on paper in front of you on a daily basis. This will help you begin to create DAILY financial habits that will resonate for the rest of your life allowing you to setup retirement funds, live the lifestyle you want to live and grow to your fullest potential as an artistic entrepreneur.  Start TODAY and  get out of your own way. Establish good habits, stay out of debt and financially have the ability to change the world.   

Learn how to get out of debt. Learn how to put a financial plan together. Learn how to be better at handling money and finances.

In this episode of the Millionaire Mindcast, we have another great wealth-building Wednesday where Ryan and Matt go over the crucial things one must do to keep your Financial House in order. As well as an update on what the economy is doing and some future expectations. So without further ado, lets dive in. Enjoy! To Get In Touch or to ask questions for WBW. Send your email over to: Questions@MillionaireMindcast.com Or Send to RyanBreedwell@CapitolPlanningGroup.com Podcast Sponsored By: TheRichLifeStore.com Contest @ Go.MillionaireMindcast.com

Today, your Smartphone probably knows you better than you know yourself. Simply let the device look into your eyes and in seconds, you have access to all of your financial accounts, e-mail, and everything personal you could imagine. But, how well does it know your spouse? Specifically, if you were taken out of this world, would your spouse know how to access crucial financial accounts, insurance policies, and other vital information? I'm not simply talking about what is on your phone. Would your surviving spouse know who to call, how to access money, what to pay off, and where vital documents are kept?   In This Episode, We Look At: Preparing a "What to do" list for your loved one, in the event of your passing. The time to plan is now, while you are healthy and thriving, not once you are ill, old, or injured. Do you have life insurance? If not, why not? How will your loved ones pay for burial and funeral expenses? What will be the source of your surviving spouse's income? We also review the differences between having a Will and a Living Trust   Improve Your Faith and Finances: It is our responsibility to plan for the "what if's" in order to take care of our family. But if any provide not for his own, and especially for those of his own house, he hath denied the faith, and is worse than an infidel. 1 Timothy 5:8   Share Your Thoughts: If you have a question or comment about today's topic, we invite you to share your thoughts. Podcast on Facebook Tim's Faith and Finances  Website or Twitter Troy Twitter Matt Website or Twitter

Author of Making Money Simple, Peter Lazaroff turns Career Success into Financial Success:Peter is the Chief Investment Officer at Plancorp, which manages $4 billion in investments for clients. He is also the author of the new book Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever. Peter has built a national reputation as an educator with a unique ability to simply complex issues, which explains why Investopedia named him to the Top 100 Most Influential Advisors. He regularly appears on national television and writes articles for the Wall Street Journal and Forbes. Quote: (1) “The rules are there are no rules” from Oscar Wilde Quote: (2) “Everyone has a plan until you get punched in the mouth.” – Mike Tyson….When it comes strictly to investing they would be different.   Top 3 Hot Points:What is a fiduciary promise? From Career to Financial Success. Financial Education for Freedom.   Making #Money Simple and Your #Financial #Success with @PeterLazaroff Tweet This   On This Episode You Will Hear:[00:30] Introduction [10:40] The ultimate efficiency enhancers you have to figure it out. But I’m with you. When I moved to Plancorp, about four and a half years ago, the biggest life-changing move I made was time-blocking. Nobody can touch my morning. My mornings are sacred. I put big blocks on my calendar. I said do not book meetings, and it allows me in, the best thing you can do is just try not to open an email. [20:00] I sit down and I write and I unload. I don’t always know what I’m going to write in advance. So I mentioned when I wrote 5000 words, I said, I wonder if I could turn this into a book. I just kept going and naturally, that part was really natural to me, because I write frequently now. [33:00] You can go get a lot of investment advice online for super cheap, the thing we do is we just make sure people don’t get killed on their taxes and get your tax projections. You do that through eliminating surprises in a simple tax projection as a business owner. You might find that you can accelerate income or expenses, or the salary you have. Stay below that net investment, income tax and all the planning work that goes into that. That’s a big reason to outsource that so you can focus on your business. [40:00] I come from parents of doctors, so maybe I’m biased. Generally, you go to a professional expert, you go to the attorney. Generally, if you go to someone, you should trust that the advice is not in anyone’s interest, but making your financial life better. [51:55] Final Words   Final Words:I think a lot of people just want to make sure they’re doing the right thing. Money can seem complicated but it just doesn’t have to be. Life is very complicated and you’re trying to find ways to simplify it. Don’t let it be something that you put to the side because it seems complicated. There’s a lot of great resources out there, not just my own that are helping simplify it. The internet has done wonderful things, podcasts like this have done wonderful things in making these issues more approachable. So I really encourage you to try to, if there’s something you’ve been putting off, like your finances. That one thing you can probably think of, go ahead and just do that take care of it now because the benefit from it will compound over time.   Influencers Mentioned:Roger Whitney, The Retirement Answer Man Podcast – rogerwhitney.com Book: Making Money Simple – https://amzn.to/2YK9MIM   Resources:smartmoneyquiz.com peterlazaroff.com Twitter: @PeterLazaroff Instagram: @PeterLazaroff linkedin.com/in/peterlazaroff facebook.com/Peters-Money-Tips-2633683283313176/   Watch On YouTube:[youtube https://www.youtube.com/watch?v=CCeKwyBMkfc] Action Steps:Submit an iTunes Review. More 5 Stars reaches

Getting Your Financial House in Order with Rick Knight

“Rebalancing is getting a little overrated. It is nowhere near as impactful on returns as human and digital advisors advertise. I also feel like human advisors probably rebalance more than is truly necessary.”Peter Lazaroff who is the co-CIO of Plancorp and BrightPlan. Peter blogs at PeterLazaroff.com and most importantly for the purposes of this discussion is the author of the recently published book Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.We recently published a two-part Q&A with Peter on Abnormal Returns: part one and part two.You can read more about Peter at his blog: https://peterlazaroff.com/blogEnable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here: https://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ See acast.com/privacy for privacy and opt-out information.

Call it a conspiracy or whatever you want, but there is a well-orchestrated message out there that creating a plan for your money that helps you achieve your goals is impossible – you’ll never save enough, you’ll never get out of debt, you’ll outlive your money, blah. That's not true because it is possible for you to get your financial house in order right now with what you’ve got in your bank account. Our podcast guest, Peter Lazaroff is going to show us how.What You'll LearnEasy strategies you can use to build your wealthHow to get in a better relationship with the world wealth Why you should create a reverse budget and how to create one easilyThe magic of goals based investing and how you can benefit from itSome of Peter's best tips from his new book, Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way ForeverLinksSmart Money QuizPeter's websiteGrab Peter's book, Making Money SimpleMy favorite travel insurance site: CSA Travel ProtectionSUBSCRIBE & SHAREWant to be the first to know when new episodes are released? Click here to subscribe in iTunes! IT’S FREE!Want to have a cup of coffee this week on us? Leave a review in iTunes and email a copy of your review to info@mmoneypodcast.com. Ask ShannahHave an Ask Shannah question, submit it hereGet SocialShannah on TwitterShannah on Instagram

When it comes to investing, historical returns show us that, for the most part, a buy-and-hold strategy will always outperform an active one. This means that, once you have a concrete investing plan in place, you should stick with it through thick and thin — and no matter what the market does on any given day. But that doesn’t mean you can randomly buy stocks and bonds and expect things to go your way. Well, you can, I guess...but you will likely regret it for years to come if you do. In today’s podcast, I interviewed Peter Lazaroff, financial expert and author of Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever to find out the biggest mistakes even the most well-intentioned investors make with their portfolios over time. His answers may surprise you, so you don’t want to miss out.  Show Notes & Links: www.youstaywealthy.com/43 DISCLAIMER: This podcast is for informational and entertainment purposes only and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.

Do you struggle to make good decisions about your money? Do you find managing your money anything but easy? Or did you start out with a solid plan and then lose your way? Jordan Goodman, Host of The Money Answers Show, talks with Peter Lazaroff, author of 'Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.' Lazaroff and Goodman talk about investing, the biggest investing mistakes people often make, buying a home, and when its time to work with a financial advisor.

Do you struggle to make good decisions about your money? Do you find managing your money anything but easy? Or did you start out with a solid plan and then lose your way? Jordan Goodman, Host of The Money Answers Show, talks with Peter Lazaroff, author of 'Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.' Lazaroff and Goodman talk about investing, the biggest investing mistakes people often make, buying a home, and when its time to work with a financial advisor.

After coming through the tornadoes and storms of the past weekend, Dave and Reb have a conversation today about their own reactions to the warnings and the traumatic situations that have hit the Ottawa area. Drawing a comparison to financial adversity and the unknown future, they challenge listeners to heed the warnings of their own financial stories to "get their house in order". They do so by focusing on the story of King Hezekiah from Isaiah 38, as well as warning signs people can find in their finances. Aired: September 28th, 2018 on CHRI Radio 99.1FM in Ottawa, Canada. For questions or to schedule an appointment with a More Than Enough team member, e-mail david@morethanenough.ca or call 613-520-4157. Visit morethanenough.ca for more information. For more CHRI shows, visit chri.ca.

Before making the decision to sell a collection agency, an owner has to take certain steps to ensure that the financial side of the business will be ready for analysis by prospective buyers. In this episode, Michael Lamm walks through the steps needed to get the financial side of the business ready.

In this podcast, Walt Tendler discusses the importance of having sophisticated financial advice when preparing your company for a financing and the challenges that entrepreneurs face when they fail to take care of the financial side of the house.

Paul Root

Right now, with the New Year, we've had a lot of political change. We have had a lot of things going on in the world. This is a good time to be looking at your portfolios, seeing what changes you need to be making, also, looking at the instruments that you have right now at your disposal and questioning whether they are right instruments for working towards reaching your goals. I would encourage many of you right now, with all your new years' resolutions, to be looking at one thing in particular, and that is to make sure your financial house is in order. Quite often, I have found throughout the years, some of the things that are most important in life, we don't pay enough attention to, estate planning, making sure your wills are put together, make sure your power of attorneys are put together, a living will, health care surrogates. LEARN MORE at www.RiggWealthManagement.com RIGG Wealth Management offers securities to Broker Dealer Financial Services, Member SIPC and advisory services through Investment Advisors Corp and SCC registered investment advisor. RIGG Wealth Management is not a subsidy area of Broker Dealer Financial Services. Neither RIGG Wealth Management nor Broker Dealer Financial Services offer legal advice. Client should consult their attorney of choice on all legal matters. Opinions expressed on this program do not necessarily reflect those of Broker Dealer Financial Services. The topics discussed and opinions given are not intended to address the specific needs of any listener. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Examples mentioned are for illustrative purposes only, individual results may vary. Past performance is no guarantee of future results. Investing involves risk including loss of principle. Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy.

  In this week’s episode of Necessary Blackness Podcast we are joined in the studio with Ebone’ Gee to discuss why we need to get our financial house in order. Many of us have good work ethics, but lack discipline when it comes to finances. How many of us got life insurance? Why its important … Continue reading The post Necessary Blackness Podcast Ep. 13: “Getting Your Financial House In Order appeared first on Elementary Genocide.

  In this week’s episode of Necessary Blackness Podcast we are joined in the studio with Ebone’ Gee to discuss why we need to get our financial house in order. Many of us have good work ethics, but lack discipline when it comes to finances. How many of us got life insurance? Why its important … Continue reading » The post Necessary Blackness Podcast Ep. 13: “Getting Your Financial House In Order appeared first on Elementary Genocide.

Getting Your Financial House in Order by Dale Cardwell

On this episode of Rhodes to Success, I interview Todd Tresidder, who has been a serial entrepreneur since childhood. He went on to build his own wealth as a hedge fund investment manager before retiring at age 35 to teach others. Today Todd provides advanced investment retirement planning education at Financial Mentor.com, showing you what works and what doesn't based on a depth of proven experience. He is the author of five financial planning books, including How Much Money Do I Need to Retire?, Don't Hire a Financial Coach, and Variable Annuity Pros and Cons. During the show, we discuss unconventional insights into wealth building.   “Happiness is connected to goal-oriented activity that is grounded in your personal values.”   Main Questions Asked: -       Talk about your website and all the content and resources you provide. -       Share your experience of getting interviewed and how that has impacted your business. -       Explain what is unconventional about your coaching and viewpoints. -       What is financial freedom? -       What do you recommend to people in their 20s and 30s for getting their financial house in order?   Key Lessons Learned: -       Todd's business started with him wondering if he could help ordinary people achieve extraordinary financial results. -       Coaching is a ‘trust sale,' as people will establish trust via your content such as podcasting and blogs.     Podcast Guest Interviews -       The podcast interview is like a guest post on steroids. -       The relationship as a podcast guest is deep, as you are an implied expert. -       There is a relationship with the host, and the audience is listening to your voice for 30 minutes as opposed to scanning a post for 30 seconds.   Being Unconventional -       If you want a path of personal growth, there is no better one than building wealth. The development you have to go through to achieve the goal is huge. -       When you pursue wealth and financial independence, it is reflecting your value on freedom.   Financial Freedom -       Freedom isn't about having more stuff. The more stuff you have, the more it ties you down. -       Most people are vague around their definition of financial freedom. -       Todd's definition of financial freedom is when cash flow exceeds expenses. -       The millionaire myth is: “When I have a million dollars, I'll be financially independent.” -       If you want to never work again, it takes a lot more than a million dollars. -       Happiness is connected to goal-oriented activity that is grounded in your personal values. -       It's not about having enough cash flow to last you the rest of your life; it's about having enough to bridge you to your next achievement. -       Generally, everything costs twice as much and takes twice as long as planned. -       Most entrepreneurs are people who don't picture themselves stopping working.   Birth – School – Work – Fulfillment – Death -       In the fulfillment phase, you don't have to make a lot of money. You just have to make enough to pay your bills and allow your wealth to compound in the background over time. -       You don't need a lot of money if it doesn't have to support you over a long period of time. -       Rather than building a life you want to retire from, why not build a life so meaningful and satisfying that you never want to retire from it.   Three Paths to Wealth -       Paper assets – Stocks, bonds, and mutual funds. -       Real estate – Direct ownership. -       Business entrepreneurship – Owning your own business.    Getting Your Financial House in Order -       Base savings. -       Owning home. -       Pay down the debt. -       Basic acquisitions for a comfortable life. -       Monthly expenses in a structure. -       Figure out how to leverage what you bring in and what you pay out so it's not all your time that go into it. -       Plot your residual income against expenses until the business carries it.   Subscribe to the show in iTunes or Stitcher Radio!   The music in today's episode was written by The Danger Os and produced by Nick Palmer. Check them out at https://www.facebook.com/thedangerosmakemusic    Links to Resources Mentioned Financial Mentor Eventual Millionaire HARO

Preparing your franchise brand for financing. What are the steps to get your franchise house in order? What data and analysis resources exist in the industry and what role do they play? We are talking with funding experts from Frandata, United Community Bank, and Apple Pie Capital as we focus on the financial picture of restaurant franchises. Lending is key to expansion and our show delivers the answers this week.