Podcasts about growing your wealth

Remember his name: Jeffrey Panik, MSFS, CFP, CRPS. He's received the Five Star Wealth Manager Award for ten years running is the Managing Principal, Financial Advisor at Balance Wealth Partners. Jeff knows his job is to help clients strike a balance between living well today and planning for the future. In fact, Jeff Panik founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living. He is the author of two Books: Your Future is Now (An Introductory Guide to Managing Your Finances) and Your Future Is Now (Your Blueprint for Solving your Retirement Puzzle). balancewealthpartners.com Sageintl.com or 800-254-5779

Have you ever felt like you're not as confident with money as you'd like to be… but no one ever actually taught you how? Or maybe you've found yourself focusing on the now - the bills, the holidays, the day-to-day - while quietly hoping the future will somehow take care of itself. In this episode of It's a Mindset, I'm joined by Jessica Brady - money educator, former financial adviser and co-founder of Fox & Hare Financial Advice, who is on a mission to make money education more accessible, inclusive and aligned with the life you actually want to live. With over 20 years of experience in financial services, Jessica has worked with some of Australia's biggest institutions including Macquarie Bank, Commonwealth Bank and Zurich Australia. She is also the co-founder of Ladies Talk Money, a platform designed to help women and non-binary people navigate a financial system that hasn't always been built for them. Jessica's approach is refreshingly honest and down-to-earth - cutting through the jargon and shame that so often surrounds money, and replacing it with practical tools, behavioural insights and real-life strategies. We also touch on her new book, Get Growing, which brings this philosophy to life - helping people clear out what's holding them back and start building a future that feels financially secure, aligned and truly their own. I loved how comfortable Jessica is discussing money and finances - especially when it comes to unpacking the limiting beliefs so many of us carry. It's a conversation that feels empowering, not overwhelming. If you've ever felt like money is something you haven't quite figured out yet, this episode is for you. Key Episode Takeaways: Why making financial education more accessible is key to creating real change How women, in particular, carry limiting beliefs around money - and how to start shifting them The importance of creating harmony between your present lifestyle and future financial goals Why you are never too young - or too old - to start taking control of your finances About the Guest: Jessica Brady is a money educator, former financial adviser and co-founder of Fox & Hare Financial Advice, a B Corp-certified and award-winning financial practice. With over 20 years' experience working with leading institutions including Macquarie Bank, CBA and Zurich, Jessica is passionate about making financial education more accessible, inclusive and aligned with real life. She is the co-founder of Ladies Talk Money, a platform supporting women and non-binary people to navigate money with confidence, and the creator of The Greenhouse, an online financial literacy program designed to empower people to take control of their financial future. Jessica is a sought-after speaker and media contributor, and the author of Get Growing, a practical and empowering guide to building wealth without shame or jargon. Show Resources: Follow Jessica on Instagram - HERE Check Out Jessica's Website - HERE Learn More About Jessica's New Book, Get Growing - HERE Follow Emma, the Podcast Host on Instagram - HERE Learn More About 1:1 Coaching with Emma - HERE Book a FREE Discovery Call with Emma - HERE If you LOVED the episode, make sure you share this on your Instagram stories and tag us @emmalagerlow and @jessbrady_financialadvice. Yours in Growing Your Wealth, Emma. X.

Still think Bitcoin and crypto are the same thing? That mindset might be costing you real long-term wealth.If you're confused by the sea of altcoins and marketing hype in the crypto space, you're not alone. In this episode, Myles teams up with Bitcoin expert Robin Seyr who's interviewed over 700 thought leaders to explain why Bitcoin is fundamentally different from everything else labeled “crypto.” You'll finally understand the difference between protocol and product, security vs. speculation, and why this distinction matters for your financial future.Learn why Bitcoin's decentralized, secure protocol makes it the only digital money worth saving inDiscover the core red flags that make most crypto tokens glorified VC-backed startups or worse, scamsUnderstand how to stop chasing “the next Bitcoin” and instead invest in the network that's already wonPress play now to finally understand the real difference between Bitcoin and crypto and how that clarity can protect and grow your wealth.Free Guide Click this link for a the guide on How to Buy Your First Bitcoin and Keep it Safe Get intouch with Myles at mylesdhillon@gmail.com - I am always happy to chat and help listeners. Hit follow, so you never miss the latest insights on money, finance, invest and build wealth - plus clear guidance on cryptocurrency, Bitcoin, and Bit Coin for today's serious investors.

Why do people keep saying Bitcoin is going to zero—even after 16 years of being wrong? The answer is click bait. Thats the kind of headline gets clicks. But its NOT true. If you're questioning whether Bitcoin is still a smart play especially with its wild price drops this episode unpacks why Bitcoin's resilience isn't just hype. It's rooted in data, adoption, and a shifting digital world that you're already part of.Discover why some of the world's top investors and financial institutions are buying Bitcoin and never sellingUnderstand the rare market psychology that makes Bitcoin holders celebrate during price crashesLearn the only four extreme scenarios that could take Bitcoin to zero—and why none of them are likely in your lifetimeHit play now to learn why the next time Bitcoin dips might be your biggest opportunity to buy, not bail.Free Guide Click this link for a the guide on How to Buy Your First Bitcoin and Keep it Safe Get intouch with Myles at mylesdhillon@gmail.com - I am always happy to chat and help listeners. Hit follow, so you never miss the latest insights on money, finance, invest and build wealth - plus clear guidance on cryptocurrency, Bitcoin, and Bit Coin for today's serious investors.

Mike Milligan is a Certified Financial Planner, Adjunct Professor, host of “One of a Kind” Financial Show, author, husband and father. Check out Mike's “The One of a Kind Financial Plan”, the coaching program for financial pros and the course “Personal Financial Planning”.   Discount code to get $50 off for the PFP course with the code “ODU 50”. www.mikemilligan.com 0.00:    A little about Mike's background 5.00:    Biggest mistakes people make (lack of tax planning) 13.00:  Why you should buy your home now 17.00:  Budgeting for the future (pay yourself first) 25.00:  Being an adaptable in the AI world 32.00:  Investing in companies you believe 37.00:  Building financial discipline 44.00:  Bitcoin is investing in freedom 52.00:  Being in the “profit with purpose” business (not just profit) 58.00:  Capital is still flowing into the US with the depreciating dollar 1.01.00:  Advice for new fathers   Until next time, love and good vibes.  Podcast Website: https://enterthelionheart.com/ Check out the latest episode here: Apple Podcast: https://podcasts.apple.com/us/podcast/enter-the-lionheart/id1554904704 Spotify: https://open.spotify.com/show/4tD7VvMUvnOgChoNYShbcI

Why You Can't Miss This Episode Are you confident your wealth will stand the test of time? Or are you leaving your financial legacy vulnerable? This episode of Inspired Money takes you beyond basic portfolio talk and into practical wealth preservation strategies, from smart investing and tax planning to estate protection and next-gen philanthropy. With a powerhouse panel of financial experts, you'll learn real-world tactics to keep your money working for you, avoid costly mistakes, and build lasting financial resilience. Whether you're growing a nest egg or planning your retirement, this episode delivers the tools to protect what you've built and create a legacy that lasts.  Meet the Expert Panelists Dana Anspach, CFP®, RMA®, is the founder and CEO of Sensible Money. She's dedicated her career to helping people create sustainable retirement income plans. She's the author of “Control Your Retirement Destiny” and “Social Security Sense.” Dana's hands-on experience makes her a wealth of practical knowledge. https://www.sensiblemoney.com Jacqueline Schadeck, CFP®, AWMA®, is a CERTIFIED FINANCIAL PLANNER™ professional, author, and speaker who helps individuals and families achieve financial clarity and build generational wealth. Inspired by her own family's experience with poor financial advice, she combines education, comprehensive planning, and community service to empower others toward long-term financial success. https://goldenws.com Kemberley “Kemcents” Washington, CPA, is a tax expert, journalist, and former IRS agent with over 20 years of experience helping individuals and communities navigate taxes and personal finance. A frequent contributor to Forbes Advisor and national media outlets like Good Morning America 3 and Fox Business, she is also the author of several books, including The Ten Commandments to Financial Healing and It All Starts with a Budget. https://www.kemberley.com Key Highlights 1. Rethinking the 60/40 Portfolio Dana Anspach challenges the traditional portfolio model, highlighting the need for personalized risk management: “It all comes down to being really clear on how you define risk… That's going to lead to different portfolio strategies that best protect against that risk.” From alternatives to ETFs, understanding your personal timeline and goals is key to crafting a resilient investment plan. 2. Modern Estate Planning Matters Kemberley Washington emphasizes staying on top of tax law changes and setting up basic legal documents, wills, trusts, powers of attorney, before moving to advanced strategies like donor-advised funds. Jacqueline Schadeck warns: “My fear is that everyone… is part of the 70% of Americans that don't actually have any estate documents in place.” Estate planning isn't optional. It's essential. 3. Business Entity & Asset Protection Simplified Entrepreneurs and investors risk everything when they mix personal and business assets. Dana Anspach shares: “You meet the wrong person at the wrong time and you never know what's going to happen… there may be simpler ways to get asset protection in place without the additional complexity.” Work with both a CPA and attorney to align legal structures, taxes, and retirement planning for maximum protection. 4. Next-Gen Philanthropy & Sustainable Investing Today's investors want more than returns—they want impact. From ESG investing to donor-advised funds, philanthropy offers tax efficiency, legacy building, and social good. Kemberley Washington notes: “More and more are not only thinking about ESG, but giving more impactful—maybe to a church, tithes, and different things of that nature.” Take Action: Protect Your Wealth Today My challenge to you this week: choose one area of your finances that feels exposed and commit to addressing it. Maybe that means calling your financial planner, researching asset protection strategies, or finally scheduling that estate planning meeting you've been putting off. Don't wait for the “perfect time.” Small steps now prevent big regrets later.

One house at a timeAny questions?*** Start taking action right NOW! BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We'd love to build a community of like-minded people like YOU!

Life is not about having everything, but appreciating what we have and making the most out of it. In this podcast, let's talk about how to turn failure, pain, and survival into lessons for financial growth. Perfect reminder para sa journey mo to financial freedom. Have a great day and God bless everyone! #FinancialLessons #MindsetShift #WealthGrowth #ChinkPositive #WealthCoach #MoneyMindset Hosted on Acast. See acast.com/privacy for more information.

Are you overthinking your investing? Do you ever find yourself procrastinating, or getting stuck? In this week's Shared Lunch, accountant and grassroots financial educator Luke Kemeys (Keep the Change) points out five barriers that get in the way of creating wealth. Whether it's a lack of goal-setting, waiting endlessly for the “right time”, analysis paralysis, or letting fear get the best of you, Luke busts your every excuse and reminds us that investing isn't about being infallible, but consistency and a long-term mindset. Hear why and how to start small, stick at it, and keep it simple. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand and Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) (collectively referred to as ‘Sharesies').  Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not personal financial advice and provides general information only.  Past performance is not an indication of future performance. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.  See omnystudio.com/listener for privacy information.

A penny saved is a penny earned … but a rock-solid asset protection plan? That could save you a fortune! In this high-stakes episode, we're joined by two powerhouse attorneys who are experts in helping investors cover their assets. Tune in as they reveal expert tips and battle-tested strategies to shield your wealth from unexpected threats, future-proof your investments, and safeguard the legacy you've worked so hard to build.   Then, buckle up as we take you to sunny Tampa, Florida, for this week's market spotlight! Visit our Special Reports Library under Resources at RealEstateGuysRadio.com.

Are real estate investment trust (REIT) ETFs a good way for Leon to begin investing in real estate? Can AI Seth stay retired at age 52, and should he do Roth conversions? Jenn in Ohio wants the fellas to be brutally honest about whether she should move with work, take a break, or retire now. And "George and Weezy" are in their mid-50s - can they "move on up" to a deluxe retirement lifestyle in 2026, or even earlier? That's all today on Your Money, Your Wealth® podcast 499 with Joe Anderson, CFP® and Big Al Clopine, CPA. Access free financial resources and the episode transcript: https://bit.ly/ymyw-499 DOWNLOAD | Growing Your Wealth Guide WATCH | Steps to Financial Success: Grow Your Wealth at Any Age on YMYW TV CALCULATE: A Financial Blueprint of your retirement readiness for free REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis SCHEDULE: free financial assessment LISTEN | Top Funniest Moments From the YMYW Podcast (Vol. 1) - ep. 300 LISTEN | The YMYW AI song SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter 00:00 - Intro: This Week on the YMYW Podcast 00:47 - Are REIT ETFs a Good Way to Get Into Real Estate Investing? (Leon, Chicago - voice) 09:15 - Watch Steps to Financial Success: Grow Your Wealth at Any Age on YMYW TV, Download the Guide to Growing Your Wealth 09:49 - Can AI Seth Stay Retired at Age 52? Should He Do Roth Conversions? (Montana, voice) 16:41 - Move With Work, Take a Break, or Retire Now? Be Brutally Honest (Jenn, OH) 21:23 - Calculate Your Financial Blueprint, Schedule a Financial Assessment - both free! 22:02 - Deferred Comp: Can “George and Weezy” Retire in 2026 or Earlier? (IL) 33:18 - Outro: Next Week on the YMYW Podcast

Although he deals with the affluent who pay for complex strategies to wealth this CEO takes helps us understand where the "everyman" should put their cash to work to grow their wealth. Christopher Tan CEO of Providend joins Michelle Martin for the conversation where both keep things simple to help us all make better choices with our cash.See omnystudio.com/listener for privacy information.

Mel Abraham discusses the importance of understanding money and building a money machine to achieve financial freedom. He shares his personal journey of realizing the need for balance and harmony in life and the impact of his son's drawing on his perspective. Mel emphasizes the need to separate interpretations from facts and shares the importance of mindset in achieving financial success. He also discusses the rules for investing, including understanding investments and being aware of biases. In this conversation, Mel Abraham discusses the importance of financial education and taking control of your financial future. He emphasizes the need to have transparent conversations with mentors and advisors who can educate and empower you to make informed decisions. Mel also highlights the significance of transferring financial knowledge to the next generation and building a money machine that can provide for your family's future. 

I want you to meet my guest, Summer McStravick. She's an author, podcaster, and creator of Flowdreaming, an energy technique for manifesting healing and growing inner emotional strength. In this episode, Summer shares how to daydream, or as she calls it, flowdream your way past wealth ceilings. You may have heard of being in the flow - that's when you're doing something that feels so easy and natural. Well, combine that with dreaming, and you've got flowdreaming. You won't want to miss Summer's flowdream exercise in the middle of the episode, which helps you awaken your money goals and move past what's been keeping you stuck. If you're ready to move past “lack thinking” and eliminate your limiting money beliefs, I invite you to listen to this special episode. LINKS Flowdreaming website Flowdreaming Money & Career CONNECT WITH SHANNAH Download 10 Money Questions to Ask Yourself Free Money Guide https://etmpod.link/10moneyq Follow me on Instagram  Leave a 5-star Review here https://ratethispodcast.com/etm.  Subscribe to our YouTube Channel https://www.youtube.com/@EveryonesTalkinMoney SPONSORS Thanks to ASPCA for sponsoring the show. To explore coverage, visit ASPCApetinsurance.com/ETM. Thanks to Notion for sponsoring the show. Notion is my go-to tool for managing notes, to do lists, and action items. Try Notion for free when you go to Notion.com/ETM. Thanks to OneSkin for sponsoring the show. Get 15% off OneSkin with the code ETM at https://www.oneskin.co/  Thanks to Quince for sponsoring the show. Go to http://www.quince.com/etm for free shipping on your order and 365-day returns.  Thanks to NerdWallet for sponsoring the show. Don't wait to make smart financial decisions. Compare and find smarter credit cards, savings accounts, and more today at www.nerdwallet.com. Thanks to Monarch for sponsoring the show. ​​After trying out Monarch for myself, I understand why it's the top-rated personal finance app. Listeners of this show will get an extended thirty-day free trial when you go to www.monarchmoney.com/ETM.  Thanks to EarnIn for sponsoring the show. Just download the EarnIn app in Google Play of the Apple App store and use code Talkin Money under Podcast. Thanks to Noom for sponsoring the show. Start taking control of your weight management and join the millions who have lost weight with Noom. Sign up for your TRIAL today at www.noom.com.   Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Thanks to DelelteMe for sponsoring the show. Today get 20% off your DeleteMe plan when you go to www.JoinDeleteMe.com/ETM and use promo code ETM at checkout.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on The Full-Time FBA Show we are delighted to have as our guest Jeremy Krulikowski, a High Performance Wealth Coach who has built his own multi-million dollar business and is now guiding others to manage their finances and grow their wealth. Prepare yourself to hear some nuggets of wisdom that will challenge what you might have learned in the past about getting out of debt and building wealth that can benefit yourself and your family for generations. Stephen and Rebecca have built their own Amazon FBA business for over a decade to a point where it goes beyond providing a full-time income and also gives amazing opportunities for investing beyond more inventory to sell on Amazon – join in to listen to today's episode for inspiration from Jeremy about what is possible when you step out of your comfort zone, overcome your fear of failure, and take calculated risks to manage your resources in a way that will help your FBA business grow, grow, grow! Show Notes for this episode - http://www.fulltimefba.com/246 The Full-Time FBA Podcast Page - http://www.fulltimefba.com/podcast Subscribe to the Full-Time FBA Newsletter and get some helpful freebies - http://www.fulltimefba.com/    

Ooo!!  This one is SO JUICY!  If you've EVER wanted to start investing but for whatever reason you're stuck and just can't seem to get going, this episode is for you.A few episode highlights include:The Golden Rule: You Can't Do It WrongMaking the Decision to Begin: It's Not a Life Sentence, It's a Step ForwardLadies, You Don't Need an AdvisorInvestment Platforms 101: Direct vs. GuidedNavigating Account Types: TFSA, RRSP, and BeyondSetting Up Your Account: Step-by-Step GuideTransferring Your First Funds: Celebrate the Start!Researching Shares: Keep It Simple and Trust Your GutThe Power of ETFs: Instant Portfolio DiversitySmart Research Tips: Yahoo Finance, Google, and MoreAvoiding Overwhelm: Make the Buy and Move OnMy goal for you is to remove any fear you may have about starting investing and make it super simple and clear what you need to do to start - promise it isn't scary!.Ready for an open conversation on how to start investing and finally understand what it's all about?  Press play babe.--RESOURCES MENTIONED:FREE LIVE TRAINING COMING SOON!Get your buns registered for the Build Your Boss Foundation Workshop.June 26-28 we'll be diving into money, confidence & trust and together, we'll build your powerful foundation for building wealth like a motherf*cking BOSS.amyvanmeijl.com/boss to register--If you're ready to shift your financial life in a really big way, to break out of socially accepted ‘rules' and finally embody your true power when it comes to money in your life, I invite you to join the Building Fempires waitlist. Build your foundational money knowledge and uncover and re-write beliefs that are no longer serving you. I see you as a fucking powerhouse who fully owns her financial life. Money doesn't control you, your paycheque doesn't control you, and you no longer put up with garbage information or beliefs that aren't serving you.You are ready to fully embrace your innate power, you are ready to live your most powerful money life ever.If that sounds like a reality you want, then go to amyvanmeijl.com/moneywaitlist to sign up for Building Fempires today.--SUBMIT A QUESTION:Want to submit a question (or three) to the podcast?  Head on over to amyvanmeijl.com/podcastquestions and ask away!--FREEBIES:If you want to understand what beliefs you may have riding underneath it all, grab your copy of 8 Money Questions To Instantly Shift Your Life. This beauty is designed to help you unearth the garbage in your OS that's getting in the way of creating your financial dreams come true. To receive this download, go to amyvanmeijl.com/8Questions--SOCIALS & SHARE A REVIEW:I'd love it if you leave a review of the podcast on your fav podcast streaming app!And share this episode with someone you think could benefit from it as well.Take a screenshot of your review or simply you listening to the podcast and share it out on the socials! Tag me @amyvanmeijl on Instagram so I can celebrate you!Follow me on Instagram @amyvanmeijl for daily updates, fun reveals and the latest offerings available.

In this episode we welcome Dane Tomas who is an author, musician, creative, wealth and sex magic enthusiast, creator of the spiral modality, marketing wizard, entrepreneur and many other facets. With over 20 years in the game of personal mastery we explore the wealth dynamics of calling in, retaining, managing and growing wealth. This is a snippet and introduction to taste this space, you can find him on instagram: @dane.thomas And to find out more about his up coming course July 11th Click here I'm in and I'll see you there!

In this today's episode, Patrick Donley (@JPatrickDonley) sits down with Grant Dougherty, a Houston-based tax professional who specializes in real estate and small business tax strategies. You'll hear about the lessons Grant learned playing college baseball, how he got his accounting practice started, what some of his favorite tax saving strategies are, what are some important financial moves real estate investors and small business owners should make, what the biggest mistakes he sees people make with their taxes, and much more! Grant is a real estate and small business tax professional who runs Dougherty Tax Solutions. He has built his practice largely through content creation on Twitter and Instagram and lives in Houston with his wife and 3 small children.  IN THIS EPISODE, YOU'LL LEARN: 00:00 Intro 02:25 - What lessons Grant learn from playing college baseball. 09:36 - What steps did he take to get his accounting practice started. 12:47 - How he has grown his business and Twitter following. 20:50 - What the tax advantages are of a high-earning W2 spouse married to a Real Estate professional. 24:23 - What is cost segregation and bonus depreciation and why it's important. 28:35 - What are some of his favorite tax-saving strategies. 33:22 - What are some financial moves that small business owners should make. 35:50 - How Grant manages his portfolio. 44:09 - What are the biggest mistakes that he sees people make with their taxes. *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Recommended book: Grit by Angela Duckworth. Recommended book: The Intelligent Investor by Benjamin Graham. Check out MI285: The Art of Tax Optimization w/ Mitchell Baldridge | YouTube video. Check out MI334: Confessions of an Entrepreneurial Addict w/ Chris Koerner | YouTube video. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Toyota Meyka DeleteMe NerdWallet Fundrise Public Yahoo! Finance NetSuite Connect with Patrick: Twitter   Connect with Grant: Website   |  Twitter   Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Let's Talk about Wealth...What and How do you define TRUE Wealth?   Examples of Wealth categories: Health, Relationships, Time, Family, Knowledge, Money, Assets, etc.   3 most Important Types of Wealth: 1- Health 2- Relationships 3- Finances   Note- truly determine what factors are important to you in each...   #1- Health- state of high energy and enthusiasm Health is the corner stone of wealth that affects all other wealth categories. Several parts....not just physical.... ...energy...enthusiasm...body and mind   Formula for great health is made of of diet, exercise, attitude and mindset. Mental discipline can be considered a key ingredient of physical and mental health. Benefits: manage stress, anxiety, better energy, clarity, peace and self image and confidence. NOTE- water is a key ingredient of great physical health.   #2- Relationships- love, respect, admiration and closeness with other people in your life. Many areas of relationships...partner, family, friends, and partners... Take inventory often...build and maintain Key ingredients to improve your relationships...TIME and APPRECIATION (gratitude) NOTE- learn to prioritize this type of wealth and VIEW it as a true asset in life...will influence other areas.   #3- Money Wealth- accumulation of assets, security and lifestyle Most people don't track...this is key to accomplishing anything. What are your numbers? What do you want? What are you trying to accomplish in life, business and lifestyle? 4 Critical Areas or Steps to Accumulating and Appreciating Money Wealth 1- Attitude- abundance, value, investment v expense, gratitude 2- Protection #- emergency cash to cover your needs for 1-2 years 3- Independence #- enough cash or investments to cover your needs without active income (but don't stop active) 4- Freedom #- enough cash or investments to cover your "wants" and lifestyle   NOTE- Money is a result...of mindset, activity, strategy and focus. Money is a tool not a destination. Money is simple but requires discipline and consistency. Learn to budget, track, focus and value the money you have. How you do anything is how you do everything...   thanks for listening today.  see you tomorrow. George Wright III Visit jointheevolution.com for more ways we can work together.

Let's Talk about Wealth...What and How do you define TRUE Wealth?   Examples of Wealth categories: Health, Relationships, Time, Family, Knowledge, Money, Assets, etc.   3 most Important Types of Wealth: 1- Health 2- Relationships 3- Finances   Note- truly determine what factors are important to you in each...   #1- Health- state of high energy and enthusiasm Health is the corner stone of wealth that affects all other wealth categories. Several parts....not just physical.... ...energy...enthusiasm...body and mind   Formula for great health is made of of diet, exercise, attitude and mindset. Mental discipline can be considered a key ingredient of physical and mental health. Benefits: manage stress, anxiety, better energy, clarity, peace and self image and confidence. NOTE- water is a key ingredient of great physical health.   #2- Relationships- love, respect, admiration and closeness with other people in your life. Many areas of relationships...partner, family, friends, and partners... Take inventory often...build and maintain Key ingredients to improve your relationships...TIME and APPRECIATION (gratitude) NOTE- learn to prioritize this type of wealth and VIEW it as a true asset in life...will influence other areas.   #3- Money Wealth- accumulation of assets, security and lifestyle Most people don't track...this is key to accomplishing anything. What are your numbers? What do you want? What are you trying to accomplish in life, business and lifestyle? 4 Critical Areas or Steps to Accumulating and Appreciating Money Wealth 1- Attitude- abundance, value, investment v expense, gratitude 2- Protection #- emergency cash to cover your needs for 1-2 years 3- Independence #- enough cash or investments to cover your needs without active income (but don't stop active) 4- Freedom #- enough cash or investments to cover your "wants" and lifestyle   NOTE- Money is a result...of mindset, activity, strategy and focus. Money is a tool not a destination. Money is simple but requires discipline and consistency. Learn to budget, track, focus and value the money you have. How you do anything is how you do everything...   thanks for listening today.  see you tomorrow. George Wright III Visit jointheevolution.com for more ways we can work together.

In our latest episode of Money Therapy, we're tackling the six most common obstacles that may be standing in the way of your journey to financial growth and success. Building wealth is a noble pursuit, but it's essential to recognize and address the roadblocks that can impede your progress. Inflation: Inflation erodes the purchasing power of your money over time, making it crucial to invest wisely to stay ahead of rising prices. Debt: High levels of debt can weigh you down financially, hindering your ability to build wealth. By developing a debt repayment plan and avoiding unnecessary debt, you can free up more resources for saving and investing. Stagnant Wages: Despite working hard, stagnant wages can make it challenging to accumulate wealth. Consider negotiating for higher pay, acquiring new skills, or exploring additional income streams to boost your earning potential. Lifestyle Creep: As your income increases, it's easy to succumb to lifestyle inflation and spend more on non-essential items. Combat lifestyle creep by setting clear spending boundaries and prioritizing savings and investments. Cost of Dependents: Whether it's children or aging parents, dependents can significantly impact your financial situation. Plan ahead for their financial needs and consider how they may affect your long-term financial goals. Lack of Financial Literacy: Many individuals struggle to navigate the complex world of personal finance due to a lack of knowledge. Take steps to improve your financial literacy by seeking out educational resources, working with a financial advisor, or attending financial literacy workshops. Tune in to this episode of Money Therapy to learn practical strategies for overcoming these obstacles and accelerating your journey to wealth growth. Don't let these challenges hold you back; empower yourself with the tools and knowledge needed to achieve financial success. Make sure you contact us if you are interested in our 1-week financial mastery webinar, “The Path to Wealth and Well-being: A 3-step journey to living the life you want.” The course is offered monthly. We are happy to answer more questions for you. Feel free to email us or leave a comment! If you have any financial topics or questions you'd like us to cover in a future episode, please email Brandan, and we'll do our best to deliver the content you're looking for. Your feedback is important to us!

It's a brand new year full of predictions: predictions about geopolitical events, the economy, and what the stock market will do in 2024. But should you pay attention to any of them? In this episode of Edelman Financial Engines' Everyday Wealth™, Jean and wealth planner Andy Smith discuss why predictions, while important for governments and business, may not be so important when it comes to individual investors. They also discuss some of the key components of a financial plan that can help create wealth over the long term. Later, Jean is joined by Mark Zandi, chief economist for Moody's Analytics, to talk about what 2024 may have in store, including his outlook on inflation, interest rates and the possibility of a recession, and what other trends he sees for this year.   Ms. Chatzky receives cash compensation for acting as hosts of the Everyday Wealth radio show and podcast and for related activities and therefore has 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). This show is pre-recorded, and any callers are prescreened. The information being provided is for informational and educational purposes only and should not be construed as investment advice. Although some of the statistical information has been gathered from sources believed to be reliable, we do not guarantee its accuracy or completeness. You should consult with a professional and/or do your own due diligence to help determine the best options for your particular circumstances. Neither Edelman Financial Engines nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to include your qualified tax and/or legal professionals in these discussions and decisions to help determine the best options for your particular circumstances. Neither Financial Engines Advisors L.L.C. nor any of its advisors sell insurance products. Edelman Financial Engines affiliates may receive insurance-related compensation for the referral of insurance opportunities to third parties if individuals elect to purchase insurance through those third parties. You are encouraged. The views and opinions expressed by Mark Zandi are solely his own and may not reflect the views or opinions of EFE or its planners. The information being provided is for informational and educational purposes only and should not be construed as investment advice. You should consult with a financial advisor to help determine the best options for your particular circumstances.See omnystudio.com/listener for privacy information.

Tune in to hear:- Why do only 13% of American millionaires describe themselves as wealthy? Why don't we recognize our abundance for what it is?- What is wealth confidence and what are its broader implications within portfolio management?- Wealth confidence is definitely somewhat correlated with portfolio performance, but why is net worth alone not a sufficient measure for one's wealth confidence?- Is there a sense in which $1,000,000 doesn't actually get you that far with the rapidly increasing costs of living an upper-middle class lifestyle?- When there's a disconnect between composure and capacity, should you accommodate the personality preference, the facts on the ground or land somewhere in the middle?- If we want to be content and confident with our money, what type of environment should we cultivate for ourselves from a social comparison standpoint?- Does Anthony have any other practical takeaways from his research for those looking to increase their wealth confidence?https://www.td.com/behaviouralfinanceCompliance Code: Code: 3239-OAS-12/5/2023

I recently read an r/personalfinance post about someone's financial position: "I have $5,000 in a 401(k), about $10,000 in my Robinhood, $15,000 in Chase, and $1,000 in stocks, and some cash. Am I on the right track?" While this mental model is logically reasonable (where you're physically putting the money vs. the vehicles themselves), it reminded me how powerful it can be to think about the structure of your finances accurately. I dive into a few tools, tactics, and lenses at which we can assess and optimize our financial ecosystem—and how we can supercharge our wealth for the long-term. Transcripts can be found at https://podcast.moneywithkatie.com While I love diving into investing- and tax law-related data, I am not a financial professional. I have no formal financial education. I am not a financial advisor, portfolio manager, or accountant. This is not financial advice, investing advice, or tax advice. The information on this podcast is for informational and recreational purposes only. Investment products discussed (ETFs, index funds, etc.) are for illustrative purposes only. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Do your own due diligence. Past performance does not guarantee future returns.  Money with Katie, LLC. — Mentioned in the Episode Building a Spending Plan: https://podcast.moneywithkatie.com/everythings-an-investment-building-your-epic-spending-plan/ How to Set Up Money Management Systems: https://podcast.moneywithkatie.com/how-to-set-up-money-management-systems-for-short-term-long-term-goals/ I Invested in My First Startup: https://podcast.moneywithkatie.com/i-invested-in-my-first-startup-and-it-was-terrifying/ Investing Outside Your Retirement Accounts: https://podcast.moneywithkatie.com/investing-outside-your-retirement-accounts/ How to Build a Diversified Stock Portfolio: https://podcast.moneywithkatie.com/how-to-construct-a-diversified-stock-portfolio-of-major-index-funds/ — Follow Along at Money with Katie: https://moneywithkatie.com/ Watch on YouTube: https://www.youtube.com/@MoneywithKatie Follow Money with Katie! - Instagram: https://www.instagram.com/moneywithkatie/ - Twitter: https://twitter.com/moneywithkatie   Subscribe to The Money with Katie Newsletter - Sign up for free today: https://www.morningbrew.com/money-with-katie/subscribe/2 Follow the Brew! - Instagram: https://www.instagram.com/morningbrew/ - Twitter: https://twitter.com/MorningBrew - TikTok: https://www.tiktok.com/@morningbrew Learn more about your ad choices. Visit megaphone.fm/adchoices

Dawn Dahlby is a certified financial planner, wealth wellness expert and author of "Live WELLthy™: Own Your Worth, Grow Your Wealth." She is the country's first behavioral financial advisor, a certification that focuses on both the emotional and practical aspects of managing money. We discuss tips and advice about finances and our relationship with money in a very easy to understand and digestible way. Follow Dawn: dawndahlby.com IG: @dawndahlby Book: Live WELLthy: Own Your Worth, Grow Your Wealth

Dawn Dahlby is a certified financial planner, wealth wellness expert and author of book Live WELLthy™: Own Your Worth, Grow Your Wealth. She is the country's first behavioral financial advisor, a certification that focuses on both the emotional and practical aspects of managing money.Whether you're just starting in your business or you're already super successful, a lot of our obstacles with money revolve around our minds! Hear what Dawn has to say about how to create your wealth based around who YOU are. And how to deal with the six inches between our ears!There are a lot of golden nuggets in this interview.  Listen in.   ⬇️⬇️⬇️Just some of the things that Dawn has available to you include a podcast, her book, an online planner, free courses and more.  Go to Dawn's website to learn all she has to offer at www.dawndahlby.com  And...if you're at all interested in learning how you can build your wealth with more streams of income, check out my Passive Income YouTube Channel HERE. 

In this episode of the MoneyFitMD podcast, I discussed the morality of wealth and how we as physicians can be a part of the solution to creating a more conscious world when it comes to investing.  I debunked the myth that you have to be perfect to be a responsible investor. You will learn: How to be kind to yourself on your  journey to financial freedom. How to do your research before investmentTips on Investing in sustainable businessesWhy giving back is so important on your Journey to financial freedomAs physicians we have unique opportunity to use our wealth and influence to make a positive impact on the world. By investing ethically, we can create a more just and equitable society for everyone.If you're a physician who wants to use your wealth to make a difference, listen to this episode of the Money Fit MD podcast for tips on how to create a more ethical investment portfolio. And be sure to subscribe to the podcast for more episodes on financial planning and wealth building for women physicians.Enjoyed the episode? Leave us a review on Apple Podcasts.⁣Get your copy of DONE WITH BROKE order nowReady to liberate yourself and become the CEO of your money & life? Join the only community exclusively for women physicians. The doors are open https://www.moneyfitmd.com/msbDo you have questions/ topics you want addressed in an upcoming episode? Fill out this form.https://www.moneyfitmd.com/podcast-questionsAccess our FREE 5- Day Video Mini-Series will change how you handle your finances. Visit  https://www.moneyfitmd.com/cashflow to learn how to cash flow. As physicians, it's important that we are prepped for any economic downturn. This is why I am sharing the steps I am taking to be prepped. That way we can be well together. www.moneyfitmd.com/prep⁣Don't miss an episode, subscribe to THE MONEYFITMD PODCAST, where we help women Physicians curate their rich life.⁣⁣⁣Thank you so much for sharing this episode with those around you and helping change the money of women physicians all around the world.We are social:Facebook: https://web.facebook.com/MoneyfitMD/Instagram: https://www.instagram.com/moneyfitmd/Youtube: youtube.com/@moneyfitmd

If you could do good in the world and simultaneously grow your business and wealth, would you do it? On this day 8/8, the day of abundance join Dr. Gina and me for this fascinating conversation. Love the show? Subscribe, rate, review, and share! https://blissfulinvestor.com/podcast/

Dramos shares a recent live podcast he did with Luzy King of Say Hola To Wealth where they talk about ridding yourself of limiting beliefs in regards to success and money, decolonizing your mind, the basics of investing and more! To join the waiting list for our Just Be Social Club email brenda@mindofayounglord.comSee omnystudio.com/listener for privacy information.

Welcome back to another episode of the Richer geek podcast. Today, I'm happy to have Micah Fraim. Micah is a crypto and NFT obsessed CPA. We need some of those, especially in today's world of non-regulation, I should say, but he's also a bestselling author. And featured in NASDAQ Forbes and money. Find complete show notes and more information at therichergeek.com/podcast

In this episode, we're joined by friends Sadia and Amanda. They have recently completed on an investment property together based in Liverpool and are going through the process of renovating the property.Support the showFOLLOW PENNIES TO POUNDS

What are your new year's resolutions? Is money on your mind?  Being an entrepreneur can be a bit of an all or nothing game when it comes to money. You're into the creation process and are willing to sacrifice a lot. It can cost you much more than you earn, especially at the beginning, and often you have nothing for a long time. But, admitting that you want money and understanding how to take control of it can be difficult, it can feel like a taboo.  That's why this episode features bestselling author of 'How to Own the World' and Founder of Plain English Finance, Andrew Craig. 'How to Own the World' is in its third edition and rarely out of the top books for personal finance on Amazon. Andrew originally self-published the book after becoming frustrated with the fact that so many people don't understand the nuts and bolts of personal finance. He says we can all grow wealthier by developing some simple habits over the long term. A founder himself, Andrew understands the pressures entrepreneurs face but believes that everyone can better control their finances.  What does it mean to ‘own the world'? What is the ‘100 minus your age' rule? And why does Andrew think it's better to rent rather than buy? Listen to find out. We'd love your feedback hello@secretleaders.com Sponsor links: evelyn.com/secret-leaders/ oto.com/power (get 20% off with code secret) vorboss.com/secretleaders vanta.com/secretleaders

Today's episode features a life-changing framework from a mentor of mine David Osborn, an entrepreneur worth over 150 million dollars.100 Million Dollar Advice on Wealth, Health, and Self with David Osborn (Replay)Are You Stuck In Your W2 Job, Relationships, and Life?Good - Let's Change That: Apply For The Action Academy CommunityFor Frameworks, Freedom Tips, and Millionaire Financial Breakdowns:Join Our Weekly Newsletter Twitter @theactionpodIG @brianluebbenTiktok @brianluebben

In this episode Brian discusses the evolution of Growing Your Wealth, the 2025 sunset of the 2017 tax cuts, should you sell or rent your house when you retire, how Medicare premiums are affected by an inheritance, and buffered ETFs.

WHAT IF you could create wealth in a safe and predictable way and become your own source of financing? Now you can. Mark Willis is a man on a mission to help you think differently about your money, your economy and your future. Tune in and hear Mark's answers to questions such as: If you […] The post Growing Your Wealth With Inflation, With Mark Willis first appeared on Business Creators Radio Show with Adam Hommey.

What does it really take to protect and grow your wealth in this new economy? That's what you'll find out in today's episode with Chad Willardson, founder and president of Pacific Capital — a wealth management and financial advisory firm.  His company has been helping entrepreneurs protect and grow their wealth since 2011… So if you've ever wanted to know how to grow your money and protect it, especially during these uncertain times, don't miss today's episode. Show Highlights Include: Why Chad turned down $100 million (most people would think he's insane) Chad's top techniques and tactics for reaching the top 2% in any industry   The “T-word” you have to remember if you want people to respect and trust you  Avoid THESE big mistakes both young and experienced entrepreneurs make (and what to do instead)  And more!   Listen to the episode here! 

This may come as a shock to you but…the IRS sucks at spending your money. John Briggs wants to show you how you can keep more of your hard-earned money. You see, the tax and accounting industry is quite lazy. It's all about plugging and chugging taxpayers info into software and voilà–a result… The sad […] The post Growing Your Wealth by Minimizing Tax & Managing Cash, With John Briggs first appeared on Business Creators Radio Show with Adam Hommey.

On this episode of Shannah Shares, Community Q&A, I'm answering a question from Rachel:“Hi there Shannah. I feel like you're a friend but you don't even know me. I'm a regular listener and I know you've featured so many authors on this show who have books. I'm curious what some of your favorites are. I feel like I need to create a bookshelf all about money so I can dig deeper into topics that I'm curious about. Thanks for this show, it's helped me a lot. Just last year I was able to negotiate a 40% raise after being inspired by one of your guests, Jacqueline Twillie, and so many others that push me to know my worth. I seriously raised a glass to you for the inspiration.”LINKSCareer/NegotiationThe Negotiation Workbook: Don't Leave Money on the Table by Jacqueline TwillieDon't Leave Money on the Table: The Negotiation Strategies for Women Leaders in Male-Dominated Industries by Jacqueline TwillieNavigating the Career Jungle: A Guide for Young Professionals by Jacqueline TwillieQuit Playing Small by Ahyiana AngelYou're Not Lost by Maxi McCoyWhat Next? How to Create a 5-Year Plan for Your Life by Elana Lyn GrossInvestingInvested: How Warren Buffett and Charlie Munger Taught Me to Master My Mind, My Emotions, and My Money by Danielle TownThe Prepared Investor: How to Prevent the Next Crisis from Affecting Your Financial Independence by Christopher ManskePlant Your Money Tree: A Guide to Growing Your Wealth by Michelle SchneiderBroke Millennial Takes on Investing: A Beginner's Guide to Leveling Up Your Money by Erin LowryPassive Income, Aggressive Retirement: The Secret to Freedom, Flexibility, and Financial Independence by Rachel RichardsThe Behavior Investor by Daniel CrosbyCleverGirl Finance: Learn How Investing Works, Grow Your Money by Bola SokunbiThe Franklin FI: A Personal Finance Adventure For Next Generation Investors by Shane DillonManaging Your Money & LifeHappy Money: The Japanese Art of Making Peace with Your Money by Ken HondaHolistic Wealth: 32 Life Lessons to Help You Find Purpose, Prosperity, and Happiness by Keisha BlairDear Debt: A Story About Breaking Up with Debt by Melanie LockertBroke Millennial: Stop Scraping By and Get Your Financial Life Together by Erin LowryThe Wealthy Gardener: Lessons on Prosperity Between Father and Son by John SoforicThe Money Tree: A Story About Finding the Fortune In Your Own Backyard by Chris GuillebeauThe Middle Finger Project: Trash Your Imposter Syndrome and Live the Unf*ckwithable Life You Deserve by Ash AmbirgeWork Your Money, Not Your Life: How to Balance Your Career and Personal Finances to Get What You Want by Roger MaMoney Honey: A Simple 7-Step Guide For Getting Your Financial Sh*t Together by Rachel RichardsHow to Avoid H.E.N.R.Y. Syndrome (High Earner Not Rich Yet) by Gideon DruckerThe Honest Enneagram by Sarajane CaseConfessions of a Crypto Millionaire by Dan ConwayThe Millennial Money Fix: What You Need to Know About Budgeting, Debt, and Finding Financial Freedom by Doug and Heather BoneparthThe Company of One: Why Staying Small is the Next Big Thing for Business by Paul JarvisGet The Hell Out of Debt by Erin Skye KellyThe Soul of Money by Lynne TwistSPONSORSThanks to ShipStation for sponsoring the show. Go to ShipStation.com today and sign up with promo code MYMONEY for a FREE 60-day trial.Thanks to Ka'Chava for sponsoring the show. Ka'Chava is offering 10% OFF for a limited time at Kachava.com/mymoney.Thanks to Chime for sponsoring the show. Get started with Chime today. Applying for a free account takes less than 2 minutes. Get started at chime.com/mymoney.Thanks to Shopify for sponsoring the show. Shopify is more than a store. Connect with your customers. Drive sales. Manage your day-to-day. Go to http://www.shopify.com/mymoney for a FREE fourteen-day trial and get full access to Shopify's entire suite of features.LEAVE US A REVIEWLeave us an honest rating and review, pretty please. Head to the podcast player you're listening to this episode in to leave us a review or you can click here to leave a review for Everyone's Talkin' Money podcast on Apple Podcasts. Love this episode. Share it with a few friends so they can learn these valuable money concepts as well. Be sure to FOLLOW and SUBSCRIBE to never miss an episode!GOT A QUESTION?Have a Shannah Shares question? Submit your question here https://bit.ly/shannahsharesMORE MONEY TIPSFollow Me on Instagram for more money tips and behind-the-scenes information https://www.instagram.com/shannahgameFREE GUIDES + RESOURCESDownload our FREE Top 25 Episode GuideDownload a FREE BONUS podcast episode 5 Minutes to Unlock a New Money MindsetWant to be featured on a Budget Rescue monthly podcast episode? Just head over to this short form and leave me a message. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Am oldie but goodie from 2016 we are talking about Lifestyle Creep and  growing your wealth! Do you feel like you're always living paycheck to paycheck, even though your income goes up every year? Do you wonder where you money goes every month? You may be experiencing Lifestyle Creep. We make more money so we can live better lives. The trouble is, sometimes the money controls us more than we control […]

From account executive to radio intern to furniture and limousine dealer, Carlese Laurent believed his resume was akin to a Rolodex. Refocusing however on his top two interests - numbers and people - he finally found fulfillment and mission in helping people own their homes. Carlese Laurent joins us today to share his ragged path of paving for the life he always dreamed of. He also teaches us on how mortgage loans work and gives some advice on owning your own homes. On top of dealing with people to talk about mortgage loans, he is ardently educating people about mental wealth and financial discipline. Be inspired by Carlese' story and learn how to bring yourself home. Highlights: >> Carlese's education and career background >> What are involved in mortgage loans >> Benefits of owning your own homes  >> Learning to grow your mental wealth >> What inspires Carlese to grow and learn more >> Advice for people in achieving their dreams Connect with Carlese: >> Instagram: https://www.instagram.com/mlo_laurent (https://www.instagram.com/mlo_laurent)  >> Facebook: https://www.facebook.com/carlese22 (https://www.facebook.com/carlese22)  >> LinkedIn: https://www.linkedin.com/in/carlese-laurent (https://www.linkedin.com/in/carlese-laurent)  If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/0 (Home Ownership: Everything You Need To Know When Purchasing a New Home with Myra Alvarez & Jose Sahagun) >> https://minority-money.captivate.fm/episode/jamisa-real-estate (Investing in Your Future through Real Estate with Jamisa Mclvor) >> https://minority-money.captivate.fm/episode/following-your-passion-growing-your-wealth-with-modern-moneys-angela-moore (Following your Passion & Growing Your Wealth with Modern Money's Angela Moore) I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv (https://apple.co/3jN77Mv)), Spotify (https://spoti.fi/3jParH0 (https://spoti.fi/3jParH0)), Google Podcasts (https://bit.ly/3n3i8vb (https://bit.ly/3n3i8vb)), or on your favorite podcast app and SHARE THIS

My guest today is Jerremy Newsome, Entrepreneur, and Financial Mentor. Jerremy's focus has been to guide people through the emotional journey with their money, their stock account, and crypto purchases to ensure a radical life change. Everyone wants to be financially independent, at least I hope they do! When it comes to saving money, the hardest thing is actually investing that money so that it produces even more money. This video provides some easy-to-understand information on investing and ideas for growing your money over time. Building wealth is hard when you have no idea what to do. This video gives you some ideas. It was a pleasure having Jerremy on the podcast... Thank you Jerremy! For more on Jerremy, check out his website: jerremynewsome.com on IG @jerremynewsome Youtube: Jerremy Newsome My New Book "LIVE BETTER NOW!" IS AVAILABLE ON AMAZON https://www.amazon.com/Live-Better-Now-guaranteed-Millennials/dp/B0B7XF34C2/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr= If you are looking to TAKE ACTION in your life and want to work with me to optimize your life, check out my website and get in touch. https://lifecoachzach.com/takeaction/ --- Send in a voice message: https://anchor.fm/zachrance/message Support this podcast: https://anchor.fm/zachrance/support

Tammy Trenta is the founder and CEO of Family Financial, a woman-owned wealth management firm that provides financial support to entrepreneurs. Tammy has 26 years of industry experience as a certified exit planner and certified tax coach which helps her clients to devise tax strategies, navigate the sale of their businesses and reach their financial goals.   In this episode, Tammy talks about how you can increase your wealth as a business owner and the financial aspects you need in place in order to preserve your current wealth and keep more of what you earn.  In this episode, Tammy also discusses:    How you can prepare to work with a financial advisor 4:49 Why you should work with a fiduciary and how to find one 5:06 Why business owners should be working with a financial advisor 9:34 Mindset shifts entrepreneurs can make in their business to have better finances 13:25 Creating a retirement plan and exit planning and preparing financially 15:38 ESOP-what it is and the pros and cons 25:30 Strategies to help create wealth in your business 27:00 Connect with Tammy:  Website |  https://familyfinancial.biz/ LinkedIn | https://www.linkedin.com/company/family-financial/ Connect with Danielle: Website | https://www.kickstartaccountinginc.net/ Facebook | https://www.facebook.com/kickstartaccountinginc/ Instagram | https://www.instagram.com/kickstartaccounting  Twitter | https://twitter.com/KickstartAcct   Things Mentioned in Today's Episode:    Book your FREE strategy call https://www.kickstartaccountinginc.com/get-started   What is your financial health? Take the FREE Quiz Here - https://quiz.tryinteract.com/#/6192948f1ab9670018ebce02

Get your copy of Frazer's new book "Loser To Legend" here:http://FrazerBrookes.com/legendIn this episode Frazer shares the 3 steps to becoming wealthy. In these crazy times coming out of the pandemic and going into a recession we need to level up when it comes to money and wealth creation. Although your money story might be bad right now, we can change that. I am not a financial adviser but I hope I can give you some insight that will help.  Get your tickets to Success Summit, this year it will be in-person:https://www.SuccessSummit.info Once you have listened to this episode let me know that you have completed it by taking a screenshot on your device, posting it onto your Instagram Stories and tagging Frazer @frazerbrookesonlineJoin our FREE Telegram Channel here to win some cool prizes: https://t.me/networkmarketingninja Let Frazer know what your biggest takeaway was. Screenshot the episode on your device, and tag Frazer @frazerbrookesonline - if you got value SUBSCRIBE and leave a positive review!Support the show

Just as we're celebrating our independence as a nation– maybe it's also time for you to consider becoming an independent financial advisor! As we progress in the industry, there's always going to be a part of us that wants independence in some way, shape, or form to create our own individual journeys. In this episode, long-time recurring guest Dasarte and I talk about how you can achieve this independence, and you need to avoid making the same common mistakes among all financial advisors. Find your why, and draw your path as you listen in on our conversation!  Highlights: >> How Dasarte knew he was ready to go independent >> Common mistakes people make when going independent >> How Dasarte recenters himself when things are difficult >> Don't be scared of grit and grind, but also defend your time >> Everything you learn at this moment is to be better than the last Connect with Dasarte: >> Instagram: https://www.instagram.com/dasarteyarnway/ (https://www.instagram.com/dasarteyarnway/)  >> Twitter: https://twitter.com/DasarteYarnway (https://twitter.com/DasarteYarnway)  >> LinkedIn: https://www.linkedin.com/in/dasarte-yarnway-b3b39443/ (https://www.linkedin.com/in/dasarte-yarnway-b3b39443/)  If you loved this episode, you have to listen to these episodes as well:  >> https://minority-money.captivate.fm/episode/aligning-values-and-investments-with-laura-latourette-cfp-and-ramona-maior-cfp (Episode 154: Aligning Values and Investments with Laura LaTourette, CFP® and Ramona Maior, CFP®) >> https://minority-money.captivate.fm/episode/brand-building-and-minorities-in-finance-with-jacqueline-schadeck (Episode 123: Brand Building and Minorities in Finance with Jacqueline Schadeck) >> https://minority-money.captivate.fm/episode/following-your-passion-growing-your-wealth-with-modern-moneys-angela-moore (Episode 53: Following Your Passion & Growing Your Wealth with Modern Money's Angela Moore)    I'm sure you're getting tons of value from the podcast! Don't forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv (https://apple.co/3jN77Mv)), Spotify (https://spoti.fi/3jParH0 (https://spoti.fi/3jParH0)), Google Podcasts (https://bit.ly/3n3i8vb (https://bit.ly/3n3i8vb)), or on your favorite podcast app and SHARE THIS

If there is one thing to know about us, it's that we are not gatekeepers. We love sharing our wealth of knowledge so people can grow their wealth– and education is power! In today's episode, we are going through a report the U.S Trust recently put out, and we're talking about the top 5 facts from the information as it pertains to investors and, ultimately, growing your wealth. Today, we're going deeper into how you can grow your money sustainably and cut through the noise of finance talk we're seeing way too much on the internet. Stick with us because it can be intense out there! Additional ResourcesTHE KITTI SISTERS INSTAGRAM: https://www.instagram.com/thekittisisters/CHECK OUT THE KITTI FREEDOM CLUB AT: https://www.kittisisters.com/kittifreedomclubCASHFLOW MULTIPLIERS SHOW NOTES:https://thekittisisters.com/grow-your-wealth-sustainably/New episodes drop every Tuesday and Thursday!

What drives you to be the best version of yourself? Listen in as April Crossley answers this intriguing question, talks about finding your purpose in the real estate business and the importance of sharing it with others. Join us to learn incredible secrets and strategies in making your real estate investing successful!Key Takeaways To Listen ForThe life-changing lesson from flipping housesSmarter ways to learn real estate investing skillsMarketing tips and why they're important for your businessThe challenges and risks of establishing your own businessKey success factors in real estate investingFormidable steps to building your own real estate businessResources Mentioned In This EpisodeRich Dad Poor Dad by Robert Kiyosaki | Paperback and Audiobook Free Apartment Syndication Due Diligence Checklist for Passive InvestorAbout April CrossleyApril Crossley is the current owner of Crossley Properties, LLC, a real estate investment firm based in Reading, PA. For the past many years, Crossley Properties has acquired income properties throughout Berks County, PA and the neighboring areas. April continues to expand Crossley Properties, LLC's rental portfolio while also assisting others in increasing their net worth through high rates of return on security investments. April is also the founder of Lazy Girl REI, a site designed to educate anyone interested in the intricacies of fix/flips and multifamily syndications.Connect with April Website: Crossley Property Group; April CrossleyYouTube: April CrossleyTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams.Dream Chasers PodcastWant to listen to another Next Level Show?Subscribe to DREAM CHASERS | Interviews with the Future Podcast!

The world of self storage has changed a lot in the last 15 years. Since 2008, investors have had incredible opportunities to turn around underperforming mom-and-pop businesses or convert unused property into more of this in-demand asset class. And nobody knows this better than today's guest, AJ Osborne. Since we last spoke in July of 2020, AJ has become one of the world's top 70 self-storage operators. He's also the bestselling author of The Investor's Guide to Growing Wealth in Self Storage and host of Self Storage Income, the number one podcast in his field.  In our conversation, AJ walks me through how and why he's chosen to focus on self storage, what he's doing to maximize his value as the world emerges from COVID, and what investors in this asset class need to know as they navigate the unique challenges of the US economy in 2022. Key Takeaways with AJ Osborne The three strategies AJ uses for investing in self storage.  Why the self storage industry underwent a dramatic transformation in 2008, creating a massive opportunity for investors. Why self storage outperformed so many other asset classes during the COVID pandemic. How rising costs and changing interest rates have affected AJ's operations. Why both multifamily and self storage rents are likely to keep rising. AJ's two keys to success in real estate investing. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit https://acceleratedinvestorpodcast.com/253 Rate & Review If you enjoyed today's episode of The Accelerated Real Estate Investor Podcast, hit the subscribe button on Apple Podcasts, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review over on Apple Podcasts. Reviews go a long way in helping us build awareness so that we can impact even more people. THANK YOU! Connect with Josh Cantwell Facebook YouTube Instagram LinkedIn Twitter Sign Up For My Coaching Program! To unlock your potential and start earning real passive income, visit joshcantwellcoaching.com  

Most of the ultra-wealthy became so by owning businesses. One proven way to own a business is through franchising. Erik Van Horn, franchising specialist and expert in multi-unit, multi-brand ownership as both a franchisee and franchisor, shares his deep insights into the space. Having helped 1,000+ people find great opportunities that meet their lifestyle goals, Erik shares his golden nuggets on what it takes to be a good franchisee, how to finance deals, and even how to invest in franchises passively. Love the show? Subscribe, rate, review, and share! TheBillionairePodcast.com

In this episode, Dave chats with John Briggs, of Incite Tax. Incite Tax helps their clients stick it to the IRS and save MORE money than they have before! John shares how you can become financially resilient and increase financial stability with your situation.