Podcast appearances and mentions of jim crider

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Best podcasts about jim crider

Latest podcast episodes about jim crider

Homebuyer Talk Radio
Episode 274 l Perspectives on Cryptocurrency and the Role of Bitcoin

Homebuyer Talk Radio

Play Episode Listen Later Mar 31, 2025 64:45


Luke Hamilton, owner of Sinner Mass Fabrications and Nectar of the Gods; Jim Crider, a financial planner and CEO of Intentional Living FP.; Andy Gonzalez, co-owner of TeamLogic IT, share insights on the evolution of money, the significance of Bitcoin, and the future of decentralised finance featuring expert discussions on cryptocurrency, blockchain, and the changing landscape of global economic systems and financial planning. Show Guest: Luke Hamilton Sinner Mass Fabrications and Nectar of the Gods www.sinnermass.com notg.shop Jim Crider Intentional Living FP www.intentionallivingfp.com (830) 624-5311 Andy Gonzalez TeamLogic IT www.teamlogicit.com/SanAntonioTX320 (210) 742-8210 #SanAntonioBusinessPodcast #SanAntonioBusiness #SanAntonio ▶ Subscribe to our YouTube Channel: https://goo.gl/dzqVGV Host: ✅ Marc Ebinger

WTF divorce
#Divorce 202:

WTF divorce

Play Episode Listen Later Dec 19, 2024 29:11


Join Divorce Skool (FREE) at ⁠⁠⁠⁠https://Skool.com/divorce⁠⁠⁠⁠ ___ Brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠OurFamilyWizard⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - Join more than 1 million parents & family law professionals who trust⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠OurFamilyWizard⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. *** Guest: Jim Crider, CERTIFIED FINANCIAL PLANNER™

Tales from the Crypt
#560: How To Craft The Perfect Orange Pill with Jim Crider

Tales from the Crypt

Play Episode Listen Later Nov 25, 2024 95:13


Marty sits down with Jim Crider to discuss how to talk to your loved ones about bitcoin this upcoming Thanksgiving, as well as how bitcoin is seen in the world of financial planning. Jim on Twitter: https://x.com/JimCriderTX Intentional Living FP: https://www.intentionallivingfp.com/ 0:00 - Intro 1:55 - How to craft the perfect orange pill 11:24 - Keeping hype low 14:58 - Bitkey & Coinkite 17:18 - Establishing an understanding of money 29:28 - Dangers of social proof 39:57 - SOTE 41:30 - Attitudes toward risk 45:33 - What it's like as a fin advisor 58:11 - Frankenstein portfolio 1:03:03 - Providing true value as an advisor 1:11:30 - Bitcoin siphoning value from other assets 1:16:31 - High level game theory & Trump's buddies 1:19:48 - Unfortunate for those who end up too late 1:30:39 - Orange pill quick guide and plugs Shoutout to our sponsors: Unchained https://unchained.com/tftc/ Coinkite https://coinkite.com/ Zaprite https://zaprite.com/tftc Salt of the Earth https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

Millennial Investing - The Investor’s Podcast Network
MI Rewind: Bitcoin and Financial Independence w/ Jim Crider

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Aug 9, 2024 64:17


Clay Finck chats with Jim Crider about the benefits of having a financial planner, how millennials differ from other clients Jim has worked with, what it really means to achieve financial independence, how to deal with information overload, Jim's thoughts on Bitcoin, and much, much more! Jim Crider is the founder of Intentional Living FP which helps families achieve early financial independence. Intentional Living FP helps their clients navigate the decisions, opportunities, and obstacles that they face so their money is used efficiently and effectively to serve its purpose in your life. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:33 - What the benefits are of having a financial planner. 07:36 - When someone should consider getting a financial planner themselves. 09:32 - The differences Jim has seen working with Millennials compared to other clients. 12:41 - How millennials living a busy life can stay on top of their finances. 22:36 - What millennials can do to find the right balance between preparing for your future, while still enjoying the present. 28:35 - What financial independence really means. 37:49 - Whether you should focus on paying off your debt early, or invest the extra cash. 37:49 - How to sort through and deal with information overload in a world where information is free and everywhere. 50:42 - Whether millennials should consider Bitcoin as a part of their financial plan. 50:42 - Jim's thoughts on how much Bitcoin to allocate in a portfolio. 55:29 - Jim's recommended resources for learning about Bitcoin. And much, much more! *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. Listen to Bitcoin Fundamentals hosted by Preston Pysh. Related Episode: Listen to MI115: Young Investor's Getting Started w/ Kelly Lannan, or watch the video. Related Episode: Listen to BTC001: Bitcoin Common Misconceptions w/ Robert Breedlove, or watch the 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: Range Rover Toyota Public Airbnb Fundrise NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Millennial Investing - The Investor’s Podcast Network
MI Rewind: What is Money? w/ Jim Crider

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jun 21, 2024 68:41


Clay Finck chats with Jim Crider about what money really is, the attributes of good money, why an unstable form of money causes issues in an economy, why gold was chosen as money by the free market for centuries, the history of money in the United States, why Bitcoin has value, Jim's thoughts on diversification, and much more! IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:24 - What money really is. 08:59 - The pros and cons of fiat currency and gold as money. 13:50 - Why a money that fluctuates in value can make planning for the future difficult. 16:25 - What are the attributes of a good money? 24:45 - Why gold has historically been a good money.  27:59 - The history of money in the United States. 42:41 - Why Bitcoin has value. 44:40 - Jim's thoughts on diversification. And much, much more! *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. Related episode: Listen to MI120: Bitcoin & Financial Independence w/ Jim Crider, or watch the 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: Airbnb Range Rover Meyka Fundrise NetSuite Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Advisor Upside Podcast
4/9/24 - Are Financial Advisors Behind the Crypto Curve?

Advisor Upside Podcast

Play Episode Listen Later Apr 8, 2024 25:56


Jim Crider's clients have 30% allocations to bitcoin and he's not sure that's enough.

We Study Billionaires - The Investor’s Podcast Network
BTC176: Bitcoin and Traditional Finance in 2024 w/ Jim Crider (Bitcoin Podcast)

We Study Billionaires - The Investor’s Podcast Network

Play Episode Listen Later Apr 3, 2024 69:34


Jim Crider explores Bitcoin's impact on culture, future financial strategies, and the essence of money, highlighting its role in investment vs. speculative cycles, and ETF strategies. He also addresses financial planning with Bitcoin for different life stages, emphasizing the importance of understanding money beyond its face value. IN THIS EPISODE YOU'LL LEARN: The key aspects of Bitcoin that most people overlook and why they're crucial for understanding its value. How Bitcoin is expected to influence cultural and societal norms in the next two decades. Strategies for integrating Bitcoin into fixed income portfolios to prepare for future financial shifts. The differences and benefits of in-kind versus cash creation in ETFs, and the implications for investors. How to educate clients on the true essence of money, combining its technical definition with its value-based aspects. The distinction between speculative and investment cycles in the context of Bitcoin and broader financial markets. Financial planning opportunities with Bitcoin for young families and retirees, highlighting commonly overlooked advantages. BOOKS AND RESOURCES Jim Crider's Twitter. Jim Crider's Financial Advisory firm: Intentional Living. Check out all the books mentioned and discussed in our podcast episodes 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 Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. 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: River Toyota TurboTax Fidelity Meyka NDTCO Fundrise iFlex Stretch Studios Public NerdWallet American Express Shopify NetSuite Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Millennial Investing - The Investor’s Podcast Network
MI Rewind: Retiring at 35 w/ Steve Adcock

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Mar 17, 2023 44:31


Steve Adcock retired at age 35 and currently lives off the grid in the desert. Prior to retiring early and achieving financial independence, he worked 14 years in the information technology field. Learn all about early retirement and more.IN THIS EPISODE, YOU'LL LEARN: 00:00 - Intro02:28 - How Steve retired at 35 after living a somewhat luxurious lifestyle in his 20's.22:01 - How much Steve and his wife had saved prior to making the leap to early retirement.33:44 - The pros and the cons of early retirement.41:36 - What Steve's thoughts are on the follow your passion versus earn more money debate.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESMorgan Housel's book The Psychology of Money.Robert Kiyosaki's book Rich Dad Poor Dad.Thomas Stanley and William Danko's book The Millionaire Next Door.JL Collin's book The Simple Path to Wealth.Related Episode: Listen to MI041: The Simple Path To Wealth w/ JL Collins, or watch the video.Related Episode: Listen to MI120: Bitcoin and Financial Independence w/ Jim Crider, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca'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.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Let an expert do your taxes from start to finish so you can relax with TurboTax.Set, track, and manage your financial goals as your life evolves with Scotia Smart Investor.Universal life insurance can offer protection and long-term tax-advantaged savings for your future goals & milestones. Get a universal life policy today through a simple, easy, and 100% digital purchase journey with Everly.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Support our free podcast by supporting our sponsors.Connect with Steve: Twitter | Instagram Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Reformed Financial Advisor
BTC Financial Advisor Roundtable | Morgen Rochard & Jim Crider

The Reformed Financial Advisor

Play Episode Listen Later Dec 14, 2022 58:36


Financial Advisors gather to discuss the intersection of bitcoin and financial advice. In this episode of The Reformed Financial Advisor, I chat with Morgen Rochard & Jim Crider on all things orange pilled and the RIA world:- The dead end of "trying to make money on bitcoin"- What is going well regarding tools and the regulatory environment- What is on our wish list of products & services - Why FAs should take their own advice and play the long game with bitcoin- Introducing the Bitcoin Financial Advisors NetworkShow  notes: https://bitcoinfinancialadvisorsnetwork.com/btc-financial-advisor-roundtable-podcast/Outro: https://www.youtube.com/watch?v=j54Yk3xSYx4Intro music is Ryan O'Connor'sFollow Andy Flattery on TwitterSend an email to andy@simplewealthkc.comSubscribe to the newsletter at reformedfinancialadvisor.com

Millennial Investing - The Investor’s Podcast Network
MI Rewind: What is Money? w/ Jim Crider

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Nov 25, 2022 65:55


IN THIS EPISODE, YOU'LL LEARN: 03:27 - What money really is.08:27 - The pros and cons of fiat currency and gold as money.13:50 - Why a money that fluctuates in value can make planning for the future difficult?16:58 - What are the attributes of a good money?24:45 - Why gold has historically been a good money. 32:59 - The history of money in the United States.46:41 - Why Bitcoin has value.48:40 - Jim's thoughts on diversification.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESTrade Bitcoin with Swan.Related Episode: Bitcoin & Financial Independence w/ Jim Crider - MI120.Related Episode: Why Buy Bitcoin w/ Andy Edstrom - MI128.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca'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.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.Save time and money on your rental property insurance with Steadily. Get a commitment-free quote today.If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.Get personalized, expert advice that helps you see things clearly with ATB.Find an advisor who's invested in you with iA Financial Services Inc.Don't limit your dreams to the imagination. Make them happen. Explore Iowa for yourself today.Design your perfect suit with Indochino. Get 10% off any purchase of $399 or more by use promo code INVEST.Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.Ship with FedEx and be ready for this holiday season with picture proof of delivery.Support our free podcast by supporting our sponsors. Connect with Jim: Website | Twitter Connect with Clay: TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Only Fee-Only
#25 - Financial Date Nights and Creating Amazing Client Experiences - Jim Crider

Only Fee-Only

Play Episode Listen Later Nov 17, 2022 57:18


Jim's Bio:Hi, I'm Jim Crider— a husband, dad, and CEO of Intentional Living FP.Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they've accumulated over decades.  While I cherish each client I've served,  I came to find the clients I enjoy most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.I am a CERTIFIED FINANCIAL PLANNER™, and the message I tell every client I work with is that my role is to guide— to live where my clients' lives and money intersect so they can live the life they want to live. The money is simply a tool, a resource that is there to help you live the life you want. When I'm not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.Social:Twiiter - @JimCriderTXLinkedin - https://www.linkedin.com/in/criderjim/Instagram: https://www.instagram.com/jimcridertx/

Bitcoin is Hard
Best Moments of Financial Advisors that Understand Bitcoin

Bitcoin is Hard

Play Episode Listen Later Aug 26, 2022 43:43


For episode 41 of Bitcoin is Hard, here's a look back at the best moments of our conversations with Jim Crider, Isaiah Douglass, Trent Duddenhoeffer, Morgen Rochard, and Andy Flattery. All five of these individuals have active advisory businesses and mature takes on how Bitcoin works as an asset and how it intersects with building a wealth building plan. Brian on Twitter @brainharrington Jim Crider on Twitter @jimcridertx Isaiah Douglass on Twitter @idfinancial Trent Duddenhoeffer on Twitter @_tdudenhoeffer Morgen Rochard on Twitter @morgenrochard Andy Flattery on Twitter @andyflattery Like, subscribe, comment, and share this episode with a friend who needs to hear it! Like free sats? Have money sitting in an old 401k or IRA? If the answer to either of those is yes, download Choice App at https://www.choiceapp.io/

Business Bitcoinization
How Bitcoin Should Fit into Your Business and Personal Financial Planning - Jim Crider

Business Bitcoinization

Play Episode Listen Later Jul 11, 2022 32:28


Jim Crider is the founder of Intentional Living FP, which helps families achieve early financial independence; Intentional Money Membership, a platform that helps people navigate the new financial complexities they face as they journey through life; and The Intentional Leadership Society, business coaching and mastermind groups that help service industry business owners drastically improve their profitability and the value of their company while transitioning their business from a job to a sell-ready asset. When he's not engaged in a conversation with people about life, priorities, and doing what is important to them, Jim can be found chasing around his kids, Atticus, Asher, & Arlo, spending time with his wife, Kendra, or out on an adventure. CONNECT WITH JIM https://twitter.com/JimCriderTX (@JimCriderTX on Twitter) https://www.intentionallivingfp.com/ (Jim's Website) CONNECT WITH JOSH https://twitter.com/joshuafriedeman (@joshuafriedeman on Twitter) https://linkedin.com/in/joshuafriedeman (@joshuafriedeman on LinkedIn) https://vida.live/joshuafriedeman (@joshuafriedeman on VIDA) Josh's Email SHOW SPONSORS https://www.bizbitshow.com/swan (Swan: Start buying Bitcoin or download your free copy of "Inventing Bitcoin") https://www.bizbitshow.com/oshi (Oshi: Reward your customers for paying in Bitcoin ) COMMUNITY Connect with https://www.meetup.com/Bitcoin-midland/ (Bitcoin Midland) https://www.bizbitshow.com/meetup (Find a local Bitcoin Meetup near you!) https://twitter.com/80jmbrown ((Contact Josh Brown about adding your local meetup to the list))

Bitcoin Made Simple Podcast
BMS 062 - Financial Independence w/Jim Crider

Bitcoin Made Simple Podcast

Play Episode Listen Later Jun 13, 2022 78:25


Cory talks with Jim Crider, who's company, Intentional Living Financial Planning, focuses on building your portfolio around your life goals. They discuss: - Focusing on whats really important in life - Identifying the risks in all investments - Preserving your most valuable asset, your time Check out Jim on Twitter here: https://twitter.com/JimCriderTX and check out his Financial Planning practice here: https://www.intentionallivingfp.com/ Thanks to our sponsors! Check out the BitBox02 Hardware Wallet Go to https://shiftcrypto.ch/bitcoinmadesimple and use the promo code "bitcoinmadesimple" to get 5% off standard products. Movies Plus - go to www.myMoviesPlus.com for a Free 30 Day Trial Now live on MOVIES PLUS are the documentaries "Bond to Unbind", "The Great Reset and the Rise of Bitcoin", "Bitcoin FUD", "Bitcoin: The End of Money as We Know It", and "Cryptopia: Bitcoin, Blockchains and the Future of the Internet." Watch them all, ad free, with your Movies Plus trial. Bitcoin Day www.bitcoinday.io use promo code BMS to get a discount on your tickets to a Bitcoin Day event near you. --- Support this podcast: https://anchor.fm/bitcoinmadesimple/support

Millennial Investing - The Investor’s Podcast Network
MI176: A Masterclass on Bitcoin Self-Custody w/ Tyler Campbell

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jun 2, 2022 52:27


IN THIS EPISODE, YOU'LL LEARN: 03:58 - Why self-custody is so critical and powerful for those who own Bitcoin.21:58 - What a hot wallet is and what its use cases are.25:39 - What a cold wallet is and why it's more secure than a hot wallet.35:36 - Some best practices in setting up a hardware wallet.37:50 - What Unchained Capital offers related to their multisig solution. 54:57 - Tyler's thoughts on owning a Bitcoin proxy rather than actual Bitcoin.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESRobert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Related episode: MI128: Why Buy Bitcoin w/ Andy Edstrom.Related episode: MI164: What is Money w/ Jim Crider.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Invest in crypto and trade it without tax headaches with AltoIRA.Loansteady is here to find a mortgage that works for you, not the other way around. They are waiving all lender fees for listeners of Millennial Investing. Important terms and conditions apply. Loansteady LLC, All rights reserved, NMLS# 1701910, Equal Housing Lender. For more licensing information, please visit https://www.loansteady.com/licenses-and-legalTell mom how much you love her—and make sure she hears it in crystal-clear audio quality, with Raycon.Protect your family with Fabric Insurance's term life insurance now, in just 10 minutes.Design is already in your hands with Canva. Start designing for free today.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything. Read this episode's transcript and full show notes on our website.Connect with Tyler: Website | Twitter | LinkedInConnect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI169: Berkshire Hathaway Annual Shareholder's Meeting 2022

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later May 17, 2022 60:23


IN THIS EPISODE, YOU'LL LEARN: 03:35 - What stocks and companies Berkshire purchased in the first quarter of 2022.16:55 - Why speculation in the stock market helps Warren and Charlie find good deals to purchase in the market.26:40 - Warren and Charlie's thoughts on trying to time the market.31:15 - How Buffett suggests protecting yourself against inflation.49:40 - Why Buffett won't purchase any Bitcoin.54:30 - Why doing the work you love leads to a fulfilling life.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESApply to TIP's new job opening as a financial newsletter writer.Related episode: TIP446: Berkshire Hathaway Annual Shareholder's Meeting 2022 w/ Stig Brodersen & Trey Lockerbie.Mentioned episode: MI128: Why Buy Bitcoin w/ Andy Edstrom.Mentioned episode: MI164: What is Money? w/ Jim Crider.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find Pros & Fair Pricing for Any Home Project for Free with Angi.Getting dressed takes no effort at all with Mack Weldon's Daily Wear System! Check it out for yourself and save 20% on your first order.Loansteady is here to find a mortgage that works for you, not the other way around. They are waiving all lender fees for listeners of Millennial Investing. Important terms and conditions apply. Loansteady LLC, All rights reserved, NMLS# 1701910, Equal Housing Lender. For more licensing information, please visit https://www.loansteady.com/licenses-and-legalTake your business online with Wix, the leading website creation platform that's got all the tools you need to create, manage and grow your brand. Invest in crypto and trade it without tax headaches with AltoIRA.Check out Titan if you want to aim to become the smartest, wealthiest investor you've ever been. Get $50 when you invest today.Enjoy a simple, good tasting supplement that truly improves your health with Field of Greens! Get 15% off your first order and get another 10% off when you subscribe for recurring order with the promo code MILLENNIAL.The interval fund, a breakthrough innovation. Only at Mackenzie.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Design is already in your hands with Canva. Start designing for free today.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything. Read this episode's transcript and full show notes on our website.Connect with Robert: Website | Instagram | TwitterConnect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI168: How to Build Wealth (Mini-Episode)

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later May 14, 2022 16:47


IN THIS EPISODE, YOU'LL LEARN:02:09 - The simple formula to building lasting wealth.03:47 - The big three expenses to look out for to increase your cash flow.06:52 - The appreciating assets that Clay tends to invest in.06:52 - The criteria Clay uses to help determine if he should make an investment or not.15:06 - What the 4% rule is, and how it applies to investors.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESJL Collin's book The Simple Path to Wealth.Ramit Sethi's book I Will Teach You To Be Rich.Related Episode: MI164: What is Money? w/ Jim Crider.Related Episode: MI128: Why Buy Bitcoin w/ Andy Edstrom.Related Episode: MI134: Why Deflation is Key to an Abundant Future w/ Jeff Booth.Related Episode: MI136: The Bull Case for Uranium w/ Justin Huhn.Robert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance. Follow Clay on Twitter.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Read this episode's transcript and full show notes on our website.Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Millennial Investing - The Investor’s Podcast Network
MI164: What is Money? w/ Jim Crider

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later May 3, 2022 65:28


IN THIS EPISODE, YOU'LL LEARN: 05:26 - What money really is.10:06 - The pros and cons of fiat currency and gold as money.13:50 - Why can money that fluctuates in value make planning for the future difficult?20:58 - What are the attributes of a good money?28:45 - Why gold has historically been a good money. 31:59 - The history of money in the United States.44:15 - Why Bitcoin has value.52:40 - Jim's thoughts on diversification.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESTrade Bitcoin with Swan.Robert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Related episode: MI120: Bitcoin & Financial Independence w/ Jim Crider.Related episode: MI128: Why Buy Bitcoin w/ Andy Edstrom.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors. Find Pros & Fair Pricing for Any Home Project for Free with Angi.Find joy in comfort with Faherty. Use promo code WSB to snag 20% off all your new spring staples!Tell mom how much you love her—and make sure she hears it in crystal-clear audio quality, with Raycon.Enjoy a simple, good tasting supplement that truly improves your health with Field of Greens! Get 15% off your first order and get another 10% off when you subscribe for recurring order with the promo code MILLENNIAL.Learn how to grow better by connecting your people, your customers, and your business at HubSpot.com.Provide future financial protection to the people who matter most to you with the help of TD Term Life Insurance.Design is already in your hands with Canva. Start designing for free today.The interval fund, a breakthrough innovation. Only at Mackenzie.Balancing opportunity and risk? The golden answer can be literally gold! Start your investment journey today with Perth Mint.Get insights on how to plan for your financial goals with The Globe and Mail. Listeners get a special digital subscription rate for unrestricted access to everything.Read this episode's transcript and full show notes on our website.Connect with Jim: Website | Twitter Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Admired Advisor Podcast
Starting Early, Famous Frameworks, and Finding Big Rocks with Jim Crider

The Admired Advisor Podcast

Play Episode Listen Later Apr 4, 2022 40:53


Do you ever wish you could have a financial do-over? Jim Crider spent the first few years of his career speaking to clients and wishing he could turn back their financial clocks. After all, just a few poor decisions early in life can derail a meaningful retirement and leave you racing to the finish line.  While many advisors gravitate toward clients who've accumulated a substantial nest egg, Jim has done something different. And when you specialize, your services are all the more valuable.  Besides a bold choice in clientele, Jim launched his business mid-pandemic and just three weeks before the birth of his third child. Navigating remote relationships and year one as a business owner has certainly been challenging, but Jim's success can be attributed to the same skillset he provides clients: planning. In this episode, Jim talks with Steve about his refreshing ideas on frameworks, the tools he uses to deliver a superior client experience, how he launched a successful practice mid-pandemic, and how he discovers what's really important to clients while reminding them of those values every step of the way.   Key Takeaways [01:16] - An introduction to Intentional Living FP.  [03:31] - How many families Jim works with. [04:12] - How Jim launched a firm in the middle of a pandemic. [08:08] - How Jim markets himself.  [10:11] - How Jim makes his compensation work with a younger demographic (a breakdown of his fee structure). [13:32] - Why Jim tries to uncover his clients' “big rocks” in every conversation.  [21:22] - How Jim keeps that first enriching client conversation going.  [27:04] - Why Jim is particular about who he works with. [29:21] - Why Jim's clients aren't concerned about the economy. [30:47] - How Jim structures client communication.  [33:30] - When Jim thinks he'll need to expand his operation.  [35:39] - What resources Jim leverages to stay sharp.   Quotes [19:34] - “Very rarely does someone even ask, ‘hey what's important to you in life? Who do you want to be and what do you want to do?' And that's just so freeing.” ~ Jim Crider [25:41] - “This is about your life. You said this is important to you, let's do it. So that is how we keep that flame going — making sure we're not neglecting it. It's not about the money. We could do the best tax planning ever, if the taxes saved and the investments made don't serve that purpose, we've missed the mark. ” ~ Jim Crider [27:59] - “My job is to understand and help people get very articulate of what's important in life. And I simply come alongside and help them use their money in the most efficient and effective way to help them serve that purpose. It's that simple.” ~ Jim Crider   Links  Jim Crider Intentional Living FP Amazon George Kinder's Three Questions for Financial Life Planning Carl Richards Kitces & Carl Ep 75: Crafting A Statement of Financial Purpose To Find The Client's Financial Why Wealthbox Bitcoin Michael Kitces Reese Harper   Connect with our hosts Steve on LinkedIn Buckingham Strategic Partners   Subscribe and stay in touch Apple Podcasts Spotify Steve on LinkedIn Follow Buckingham Strategic Partners  on Twitter

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Jim Crider CEO of Intentional Living FP

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Mar 10, 2022 22:05


Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they've accumulated over decades. While I cherish each client I've served, I came to find the clients I enjoy most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.I am a CERTIFIED FINANCIAL PLANNER™, and the message I tell every client I work with is that my role is to guide— to live where my clients' lives and money intersect so they can live the life they want to live. The money is simply a tool, a resource that is there to help you live the life you want.When I'm not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.Learn More: https://www.intentionallivingfp.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jim-crider-ceo-of-intentional-living-fp

Business Innovators Radio
Interview with Jim Crider CEO of Intentional Living FP

Business Innovators Radio

Play Episode Listen Later Mar 10, 2022 22:05


Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they've accumulated over decades. While I cherish each client I've served, I came to find the clients I enjoy most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.I am a CERTIFIED FINANCIAL PLANNER™, and the message I tell every client I work with is that my role is to guide— to live where my clients' lives and money intersect so they can live the life they want to live. The money is simply a tool, a resource that is there to help you live the life you want.When I'm not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.Learn More: https://www.intentionallivingfp.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jim-crider-ceo-of-intentional-living-fp

Business Innovators Radio
Episode #31-What is Real Financial Planning? Jim Crider of Intentional Living FP speaks with Oscar and Kiya Frazier

Business Innovators Radio

Play Episode Listen Later Feb 15, 2022 23:14


In This Episode of The Couple-preneurs Show with Jim Crider, we discuss: – What is real financial planning?About Jim Crider:Jim Crider is a husband, dad, and CEO of Intentional Living FP. He helps families achieve early financial independence and align their life and money. When he's not engaged in a conversation with people about life and doing what is important to them, he can be found chasing his kids, Atticus, Asher, & Arlo, spending time with his wife, Kendra, or out on an adventure.Resources:https://www.intentionallivingfp.com/https://www.facebook.com/jim.crider.14About the Couple-preneurs Show:The Couple-preneurs Show, affectionately known as the providers of The Secret Sauce of Power Couples, is focused on helping couples in business develop structure and strategies that nurture the balance between business and home. Being in business with your significant other includes the good, the bad, and the ugly. Not all couples in business thrive from working together. Working closely together is a dream that grows from love and enthusiasm.Capture unique and informative ways to create, build, or advance your entrepreneurial journey via listening to other successful entrepreneurs' stories of triumph, trials, and lessons learned.Learn more about the show or be a guest by visiting our website here: https://kothoughtleaders.com/Learn more about being a guest on our show: https://mailchi.mp/ndemandconsulting/share-your-story-with-other-entrepreneurs Grab a copy of Oscar & Kiya's book, Confessions: The Truth About Perfect Timing here: https://www.amazon.com/Confessions-Perfect-Couples-Reaching-Everything/dp/0615963463 The Couple-preneurs Showhttps://businessinnovatorsradio.com/the-couple-preneurs-show/Source: https://businessinnovatorsradio.com/episode-31-what-is-real-financial-planning-jim-crider-of-intentional-living-fp-speaks-with-oscar-and-kiya-frazier

BTC Sessions
WHY ARE WE BULLISH? Brian Harrington, Jim Crider, Nuclear Bitcoiner ep237

BTC Sessions

Play Episode Listen Later Feb 12, 2022 75:20


FOLLOW TODAY'S PANELISTS: https://twitter.com/JimCriderTX https://twitter.com/BrainHarrington https://twitter.com/NuclearBitcoinr

The Real Estate Raw Show
The Real Estate Raw Show: Jim Crider and Joe Mendoza

The Real Estate Raw Show

Play Episode Listen Later Feb 1, 2022 24:04


Today on The Real Estate Raw Show Jim Crider talks about his investor journey. About Joe: Mr. Mendoza has a long track record of success. 100's of millions of dollars of real estate transactions. Hundreds of people mentored, coached, and trained. He's been on television, radio, and multiple publications. Are you looking for a trusted advisor in real estate? Perhaps help to get to the next level in business or life? Joe is the MAN! Buy Joe's NEW book "Flex With A Plex" on Amazon: https://amzn.to/30VHBus Looking for a new broker, real estate company, brokerage? Join me and EXP Realty now! We are in ALL 50 states, Canada, Australia, and United Kingdom (UK) http://becomearepro.com/ Add "Joe Mendoza" is my sponsor. Find the deals! http://findhiddendeals.com/ Hire someone else to answer your phones! http://myvahack.com/ Having trouble with your real estate calculations? http://bestdarncalculator.com/ Need an app while looking for deals: http://letsdrivefordollars.com/ Ready to make some calls to leads? (Caution: Use your discretion and be aware of local and federal laws) http://ineedphonenumbers.com/ Keep watching, subscribe, or reach out to Mr. Mendoza today for a private consultation, training, or speaking engagements. Joe Mendoza - California Broker DRE #01234540 Entrepreneur. Investor. Author. 100 E. San Marcos Boulevard, Suite 400 San Marcos, CA 92069 Office (877) 794-5227 --- Support this podcast: https://anchor.fm/therealestaterawshow/support

Millennial Investing - The Investor’s Podcast Network
MI133: Retiring at 35 w/ Steve Adcock

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Jan 13, 2022 44:29


IN THIS EPISODE, YOU'LL LEARN: 02:28 - How Steve retired at 35 after living a somewhat luxurious lifestyle in his 20's.07:46 - How much Steve and his wife had saved prior to making the leap to early retirement.35:04 - The pros and the cons of early retirement.39:18 - What Steve's thoughts are on the follow your passion versus earn more money debate.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESRobert and Clay's tool for picking stock winners and managing our portfolios: TIP Finance.Morgan Housel's book The Psychology of Money.Robert Kiyosaki's book Rich Dad Poor Dad.Thomas Stanley and William Danko's book The Millionaire Next Door.JL Collin's book The Simple Path to Wealth.Related Episode: MI041: The Simple Path To Wealth w/ JL Collins.Related Episode: MI120: Bitcoin and Financial Independence w/ Jim Crider.Get a FREE audiobook from Audible.Check out our Investing Starter Packs about business and finance.Support our free podcast by supporting our sponsors.See the all-new 2022 Lexus NX and discover everything it was designed to do for you. Welcome to the next level.Get exclusive rewards and comprehensive benefits with Point Card. Membership starts at $99 a year and comes with unlimited cash-back on every purchase! Use promo code INVEST to get 25% off current membership fees when you create an account. Valid until January 31, 2022 only, so sign up now!Yieldstreet allows you to invest beyond the stock market with an evolving marketplace of alternative investments. Create your account today.Take your business online with Wix, the leading website creation platform that's got all the tools you need to create, manage and grow your brand. Find Pros & Fair Pricing for Any Home Project for Free with Angi.Canada's #1 employee benefits plan for small businesses! The Chambers Plan evolves with the way you work and live while keeping the rates stable. Opt for the simple, stable, and smart choice for your business.Be part of the solution by investing in companies that are actively engaged in integrating ESG practices with Desjardins.Read this episode's transcript and full show notes on our website.Connect with Steve: Twitter | Instagram Connect with Clay: Twitter See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Military Veteran Dad Podcast
146 | Why Not Me Mindset with Jim Crider

The Military Veteran Dad Podcast

Play Episode Listen Later Jan 10, 2022 55:22


How are you making your big life decisions? How often are we just running towards the next outcome in life. I find it often when I look back in my life that I didn't slow down enough before making a big decision in my life. Today I am talking with Jim Crider and he has a great story of having setting himself up right and spending the time to know where he wants to go.  Jim Crider is a CERTIFIED FINANCIAL PLANNER™ and the CEO of Intentional Living FP. Jim tells every client he works with that his job is to help them live the life they want to live. He understands that money is simply a tool, a resource that is there to help his clients live their dream lives. His role is to guide, to live where his clients' lives and money intersect, and to help his clients make intentional decisions. Through thousands of hours of study, tens of thousands of conversations with clients, and countless financial and life goals planned for, Jim and the team at Intentional Living FP know and anticipate the planning opportunities their clients will face, and they serve as a guide to their clients as they navigate the inevitable decisions to be made. When he isn't helping people make financial decisions that will help them spend time doing the things they enjoy with the people they love, Jim is busy being a husband, an outdoor adventurer, and a dad to 3 boys under the age of four! Topics Covered: Getting out of that place you just don't feel life is working Why not me mindset Understanding money goals Working through money stories in our life The lie that more money will make us less stressed Working through the fearless nature of kids everyday Breaking the rules when designing your life Episode Sponsor: http://cnrmstudies.org/?utm_source=Military_Veteran_Dad&utm_medium=Podcast&utm_campaign=Sleep+Study (Center for Neuroscience and Regenerative Medicine (CNRM)) How to connect with guest https://www.linkedin.com/in/criderjim/ (LinkedIn) https://www.facebook.com/jim.crider.14 (Facebook) https://twitter.com/JimCriderTX (Twitter) https://www.intentionallivingfp.com/team (Website) Thank you for Listening to the Episode! Be sure to subscribe on https://itunes.apple.com/us/podcast/the-military-veteran-dad-podcast/id1448127126 (Apple), https://podcasts.google.com/feed/aHR0cHM6Ly9taWxpdGFyeXZldGVyYW5kYWQubGlic3luLmNvbS9yc3M (Google), https://open.spotify.com/show/2I1mwoZ0VaR9tLdCwwxsg2 (Spotify), or wherever you get your podcasts. And feel free to drop us a line at ben@militaryveterandad.com. Follow Ben on Social Media to stay up to date on Military Veteran Dad – https://www.facebook.com/benjamin.killoy (Facebook) | https://twitter.com/BenKilloy (Twitter) | https://www.instagram.com/militaryveterandad/?hl=en (Instagram) | https://www.linkedin.com/in/ben-killoy/ (LinkedIn) For help, resources, and community support, please join the https://www.facebook.com/groups/militaryveterandad (Military Veteran Dad) Facebook Group. Be sure to check out all the http://www.freedadcourse.com/ (free courses) available to help come home to a better tomorrow. Heads Up: My episodes may contain affiliate links! If you buy something through one of those links, you won't pay a penny more, but we'll get a small commission, which helps keep the lights on. Thanks! Support this podcast

Millennial Investing - The Investor’s Podcast Network
MI120: Bitcoin and Financial Independence w/ Jim Crider

Millennial Investing - The Investor’s Podcast Network

Play Episode Listen Later Nov 24, 2021 52:56


IN THIS EPISODE, YOU'LL LEARN: 02:33 - What the benefits are of having a financial planner.21:16 - What millennials can do to find the right balance between preparing for your future, while still enjoying the present.27:15 - What financial independence really means.48:02 - Whether millennials should consider Bitcoin as a part of their financial plan.49:24 - Jim's thoughts on how much Bitcoin to allocate in a portfolio.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.EPISODE RESOURCESGet a FREE audiobook from Audible.Read the 9 Key Steps to Effective Personal Financial Management.Check out our Investing Starter Packs about business and finance.Learn about our Investing Starter Packs on real estate.Trade Bitcoin with Swan.Listen to Bitcoin Fundamentals hosted by Preston Pysh.Related Episode: Young Investor's Getting Started w/ Kelly Lannan.Related Bitcoin Fundamentals Episode: Bitcoin Common Misconceptions w/ Robert Breedlove.Support our free podcast by supporting our sponsors.Save with a credit union that helps you build financial confidence with Navy Federal Credit Union.Make it simple to hire and manage remote employees across all 50 states with Justworks.You can get a complete home security system starting at just over $100. There are no long-term contracts or commitments. It's a really easy way to start feeling a bit more peace of mind. Get 50% off your next order at SimpliSafe.com/MillennialFirst Majestic is offering our listeners an exclusive offer of $15 off per kilogram bar. Hurry because this offer only lasts until the end of December!Learn more about how you can get started investing in some of the best cash flow markets today with Rent to Retirement.Get the most unique goods every month from small businesses and emerging brands with Bespoke Post's Box of Awesome. Get 20% off your first monthly box with the code MI.Read this episode's transcript and full show notes on our website.Connect with Jim: Website | TwitterConnect with Clay: TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bitcoin is Hard
The Powerful Combo of a Bitcoiner Who is a Financial Planner

Bitcoin is Hard

Play Episode Listen Later Nov 19, 2021 33:22


The second episode of Bitcoin is hard is a refreshing conversation with Jim Crider, a financial planner who is also a Bitcoiner. Brian and Jim discuss how the medium term is currently the hardest time frame to plan for and also discuss how having optionality between Bitcoin being a currency or an asset in the future could be a good idea. Sign Up for Choice at https://www.choiceapp.io/ https://twitter.com/choicebyKT https://discord.gg/f4avvmtUzh https://www.instagram.com/choiceapp.io/ https://www.facebook.com/choicebykt Follow Jim Crider on twitter https://twitter.com/JimCriderTX and visit https://www.intentionallivingfp.com/

Grow Your Business and Grow Your Wealth
EP 070 Jim Crider, CEO and financial planner - Intentional Living FP

Grow Your Business and Grow Your Wealth

Play Episode Listen Later Nov 17, 2021 31:18


Show Notes   -The Grow Your Business and Grow Your Wealth with Gary Heldt   -EP 070 Jim Crider, CEO and financial planner - Intentional Living FP   Jim Crider is the CEO of Intentional Living FP, a financial planning firm built to help families achieve early financial independence.    Prior to starting Intentional Living FP, Jim worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they've accumulated over decades. While he cherished each client he served, he came to find the clients he enjoys most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about.   He is a CERTIFIED FINANCIAL PLANNER™, and the message he tells every client is that his role is to guide— to live where their lives and money intersect so they can live the life they want. The money is simply a tool, a resource that is there to help you live the life you want.    When he's not engaged in a conversation with people about life and finances, he can be found chasing around his kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.   Jim's insights include:   ·        How focusing on financial goals could hinder spending time with family ·        Some of the biggest mistakes clients make before seeking advice ·        How to leave your 9-5 to start your own business safely ·        The importance of savings ·        Spenders don't have financial independence like you would think ·        Finding a retirement plan that works for you ·        How Covid has impacted risk assessment   Enjoy the show!   Connect with Jim:   Website: https://www.intentionallivingfp.com/ Twitter: @JimCriderTX   Connect with Gary: Website: https://sbadvisors.cc/ Facebook: https://www.facebook.com/SmallBusinessAdvisors LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/   Learn more about your ad choices. Visit megaphone.fm/adchoices

Blue Collar Bitcoin Podcast
BCB029_JIM CRIDER: The Black Sheep of Financial Planning

Blue Collar Bitcoin Podcast

Play Episode Listen Later Nov 10, 2021 94:59


Jim Crider, a CFP & Bitcoin bull, joins Josh & Dan to talk about Bitcoin & broader financial planning. We Cover: Why Bitcoin is the best form of money The difference between volatility & risk Bitcoin Mining Stocks, GBTC, Bitcoin ETFs What to do with retirement accounts Bitcoin tax strategies SUPPORT THE SHOW: ⇨TIPS: strike.me/bcb (tips also open on Twitter) ⇨PODCAST 2.0 STREAMING: You can stream us fractions of a cent via Bitcoin sats on the Lightning Network!  We are live on Podcast 2.0 apps & wallets. BREEZ Wallet is a great way to get started→HERE is an easy tutorial that demonstrates exactly how to do it. ⇨You or someone you know is interested in having your product featured on our show?  Shoot us an email: bluecollarbitcoinpodcast@gmail.com ABOUT JIM CRIDER: Jim Crider is a husband, dad, and CEO of Intentional Living FP. Before starting Intentional Living FP, Jim worked primarily with the standard clients of most wealth management firms—financially successful families seeking guidance with the wealth they've accumulated over decades. While Jim cherishes each client he's served, he came to find the clients he enjoys most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they love. Jim is a CERTIFIED FINANCIAL PLANNER™, and the message he tells every client he works with is that his role is to guide them to where their lives and money intersect so they can live the life they want to live.  ITEMS MENTIONED IN THE SHOW Intentional Living Financial Planning "Gradually. Then Suddenly" series by Parker Lewis TWITTER: Follow Blue Collar Bitcoin Podcast @blue_collarbtc, Follow Jim @JimCriderTX EMAIL: Send us questions, comments, or feedback at bluecollarbitcoinpodcast@gmail.com

Elementality for Financial Advisors | Elements of Financial Planning System™
The Disciplined Approach to Rapid Firm Growth with Jim Crider

Elementality for Financial Advisors | Elements of Financial Planning System™

Play Episode Listen Later Nov 9, 2021 42:41


There are not many careers that require so many diverse talents as financial planning. For today's advisor, technical, coaching, and listening skills are all crucial to success. Then add in the challenge of running your own business. On this episode of the Elementality podcast, Reese Harper interviews Jim Crider of Intentional Living FP. Hear how Jim put his firm on the fast-track, and why his background, self-discipline, and anchoring to Elements® is leading to success.

Investing For Good
What Financial Planners Can Do For Your Life with Jim Crider

Investing For Good

Play Episode Listen Later Nov 4, 2021 41:08


The 4 aspirations that most families haveThe first step to start working towards your goalsHow a financial planner can help you achieve your dreamsThe 4 keys to building and maintaining wealthThe money lessons you should teach your childrenLife and Money Impact RoundWhat is the one thing to do now to live a meaningful and intentional life by design?What is one life or money hack that you can share to make an impact on others' lives?What is one thing to do right now to make the world a better place?ABOUT JIM CRIDERJim Crider is a husband, dad, and CEO of Intentional Living FP. Before starting Intentional Living FP, Jim worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they've accumulated over decades. While Jim cherishes each client he's served, he came to find the clients he enjoys most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they love. Jim is a CERTIFIED FINANCIAL PLANNER™, and the message he tells every client he works with is that his role is to guide them to where their lives and money intersect so they can live the life they want to live. CONNECT WITH JIMWebsite: www.intentionallivingfp.comTwitter: @JimCriderTXLinkedin: Jim Crider, CFP®Facebook: Jim CriderCONNECT WITH USTo connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join Life and Money Show Podcast Community on Facebook.To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club.Be sure to also grab your free copy of the Investing For Good book (just pay S&H)--Thanks for listening, and until next time, keep investing for good!

Payback Time
Jim Crider - 800% returns in one year

Payback Time

Play Episode Listen Later Nov 1, 2021 37:53


How would you feel if you could earn an 800% return in one year? My next guest is a financial planner who shares some of his biggest investment mistakes but also some of the best investment decisions. He talks about the importance of doing your homework on companies before making an investment. As he states “an investor should have a strong conviction on the companies they invest in and they shouldn't get risk and volatility confused.” Please welcome Jim Crider. Website: https://www.intentionallivingfp.com/ LinkedIn: https://www.linkedin.com/in/criderjim/

Beyond the Rut Podcast
Hiring a Financial Planner So You Can Live Intentionally

Beyond the Rut Podcast

Play Episode Play 20 sec Highlight Listen Later Oct 19, 2021 39:50


Jim Crider from Intentional Living Financial Planning discusses the mindset needed to build wealth and what to ask when hiring a financial planner.See the full show notes at BeyondTheRut.com/278Most people aim for nothing in life and hit it with amazing accuracy. Measure It to Make It is a tool to help you identify what matters most in y our life and create the action steps to turn that dream into a reality. Go to BeyondTheRut.com/goals to download this free tool and make your own path beyond the rut today.Support the show (https://www.buymeacoffee.com/beyondtherut)

Eternal Entrepreneur—Equipping Christian Businesses
Jim Crider—Fund Your Startup and Support Your Family

Eternal Entrepreneur—Equipping Christian Businesses

Play Episode Listen Later Oct 8, 2021 41:00


Does the thought of starting a new business seem daunting? In this episode, Certified Financial Planner, Jim Crider, walks us through how he started his new business and what he did to set himself, his business, and his family up for success. It's an inspiring interview about financial stewardship and how the right approach to money can give you peace of mind and greater flexibility in the future. Prior to starting Intentional Living FP, Jim worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they've accumulated over decades.  While he cherished each client he served, he came to find the clients I enjoy most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy. He shares that passion and shows how he models it with his own family during the show. This episode covers the topics of financial planning, stewardship, money management, prayer, family life, work life balance, and startups. Books: E-Myth https://www.amazon.com/Myth-Revisited-Small-Businesses-About-ebook/dp/B000RO9VJK/ Pumpkin Plan https://www.amazon.com/Pumpkin-Plan-Strategy-Remarkable-Business-ebook/dp/B0064VPS24/ Love Does https://www.amazon.com/Love-Does-Discover-Secretly-Incredible-ebook/dp/B0078FA8HU/ (https://www.amazon.com/Love-Does-Discover-Secretly-Incredible-ebook/dp/B0078FA8HU/)

BTC Sessions
WHY ARE WE BULLISH? Denver Bitcoin, CryptoMags, Lord Fusitua, Jim Crider ep203

BTC Sessions

Play Episode Listen Later Sep 26, 2021 92:43


FOLLOW TODAY'S PANELISTS: https://twitter.com/denverbitcoin https://twitter.com/JimCriderTX https://twitter.com/Crypto_Mags https://twitter.com/LordFusitua

FamVestor Podcast
090 | Financial Planning for Young Families

FamVestor Podcast

Play Episode Listen Later Sep 23, 2021 54:54


Jim Crider is a financial planner focused on helping young families reach financial independence. Jim is a father of 3, and helps guide other families towards a life they truly want to live. In todays episode we go through his unique approach and some guiding questions to find out what truly is important to us, and how we can use money as a tool to live our best lives. Links: https://www.intentionallivingfp.com/famvestor https://famvestor.com/084

Mission Bitcoin
A financial planner who believes in Bitcoin! We discuss financial planning with Jim Crider.

Mission Bitcoin

Play Episode Listen Later Sep 13, 2021 46:55


On today's episode, we talk with Jim Crider. Jim is the owner of Intentional Living Financial Planning. Jim explains his unique approach to financial planning and his integration of Bitcoin into his client's portfolios. Jim is unique among financial planners in that he believes in the fundamental asymmetric opportunity Bitcoin offers his clients. Jim shares what his persaonl allocation is and we discuss not only Bitcoin allocation but Bitcoin related companies. This was a fantastic discussion. I hope you enjoy it. You can follow Jim on Twitter @JimCriderTX   You can learn more about his services at https://www.intentionallivingfp.com/ (https://www.intentionallivingfp.com/)     Our Sponsors: Jeter Melder, llp is more than a law firm; it is a legal team. Justin and Michael have over thirty years of experience working with different clients on different legal issues from different sides of the docket in areas such as: Business Disputes, Constitutional Rights, Employment Agreements, Employment Discrimination, Local Counsel, Pay issues Jeter Melder have advocated in federal and state courts in Arkansas, California, Illinois, New Mexico and Texas. With a unique blend of clients from doctors, fellow attorneys, tradesmen, hourly workers and the unemployed to small businesses and Fortune 500 companies – they all have one thing in common – they Believe in Jeter Melder and Jeter Melder believes in them. Give them a call at 214-699-4758 or visit them at jetermelder.com If you would like to donate to the show: 0379b3a9a7cf9ce216d4f80f8dd61416ddac10909fb0c9dfa9b28b05b323a51a5c

Simple Wholesaling With Brett Snodgrass
The Brett Snodgrass Podcast - Ep 34: Jim Crider - Live Life To The Fullest and See What Truly Matters

Simple Wholesaling With Brett Snodgrass

Play Episode Listen Later Aug 23, 2021 55:28


So often we get lost in the busyness of work and our day to day routines that we lose what's really important to us in the long-term. In this episode, guest Jim Crider and I discuss how to find out what truly matters to you and how you can live life to the fullest. We talk of strategies and questions to ask yourself to make sure you're setting yourself up for success when it comes to living life. Lastly, we discuss about how to balance work and life and the sacrifices that come with it.

Simple Wholesaling With Brett Snodgrass
The Brett Snodgrass Podcast - Ep 34: Jim Crider - Live Life To The Fullest and See What Truly Matters

Simple Wholesaling With Brett Snodgrass

Play Episode Listen Later Aug 23, 2021 55:29


So often we get lost in the busyness of work and our day to day routines that we lose what's really important to us in the long-term. In this episode, guest Jim Crider and I discuss how to find out what truly matters to you and how you can live life to the fullest. We talk of strategies and questions to ask yourself to make sure you're setting yourself up for success when it comes to living life. Lastly, we discuss about how to balance work and life and the sacrifices that come with it.

Fuel Your Legacy
Episode 252: Find what is most important to you with Jim Crider

Fuel Your Legacy

Play Episode Listen Later Aug 20, 2021 54:20


Links: https://www.intentionallivingfp.com/@JimCriderTX (Twitter)Live in Texas. Married 9 yrs. 3 boys ages 3,1, & newborn. Worked in financial planning in multiple roles and demographics from retirees to working specifically with doctors on retirement planning. Own Intentional Living FP, a financial planning firm specifically for young families who want early financial independence.

Empowered and Unapologetic
Getting Clear on Living Intentionally with Jim Crider | EU 75

Empowered and Unapologetic

Play Episode Listen Later Jul 26, 2021 44:29


Mama, what do you really want your life to look like? I know that you may have a difficult time answering this question, you may have an idea of what you imagine it to look like, but then you don't feel like it's possible. And because your vision isn't clear enough, you just go about […] The post Getting Clear on Living Intentionally with Jim Crider | EU 75 appeared first on Empowered and Unapologetic.

Empowered and Unapologetic
Getting Clear on Living Intentionally with Jim Crider | EU 75

Empowered and Unapologetic

Play Episode Listen Later Jul 26, 2021 44:29


Mama, what do you really want your life to look like? I know that you may have a difficult time answering this question, you may have an idea of what you imagine it to look like, but then you don't feel like it's possible. And because your vision isn't clear enough, you just go about [...] The post Getting Clear on Living Intentionally with Jim Crider | EU 75 appeared first on Empowered and Unapologetic.

Digital Money Advisor
Why This Advisor Allocates 5 - 20% of His Clients' Portfolios to Bitcoin and Related Assets

Digital Money Advisor

Play Episode Listen Later Jul 1, 2021 35:23


Jim Crider, CFP® and CEO of Intentional Living FP discusses what led him down the Bitcoin rabbit hole and why he now allocates 5-20% of his clients' portfolios to Bitcoin and Bitcoin-related companies.

Between Now and Success
A 4-Part Framework to Work with Families Who Desire Early Financial Independence

Between Now and Success

Play Episode Listen Later Jul 1, 2021 19:49


Jim Crider, CFP® and CEO of Intentional Living FP discusses how his desire to guide people through the personal stress that money can create led him to a career in financial services and, ultimately, founding his own firm.

Health and Wealth Podcast with Carter & Tim
Jim Crider, CFP Helping Clients To Live Intentionally

Health and Wealth Podcast with Carter & Tim

Play Episode Listen Later Jun 16, 2021 69:18


Episode 20 - Jim Crider— a husband, dad, and CEO of Intentional Living FP. Prior to starting Intentional Living FP, he worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they've accumulated over decades.  While he cherished each client he served,  he came to find the clients he enjoyed most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy. He is a CERTIFIED FINANCIAL PLANNER™, and the message he tells every client he works with is that his role is to guide— to live where his clients' lives and money intersect so they can live the life they want to live. Money is simply a tool, a resource that is there to help you live the life you want. When he is not engaged in a conversation with people about life, priorities, and doing what is important to them, he can be found chasing around his kids, spending time with his wife, or out on an adventure. Jim is so grateful you are joining him, and he's excited for your journey together. WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go towww.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

Cashflow 2 Freedom Podcast
How to Align Your Goals, Your Money, and Your Life with Jim Crider

Cashflow 2 Freedom Podcast

Play Episode Listen Later Jun 6, 2021 53:53


Welcome back everybody to the AJ Osborne Podcast! I'm your host AJ Osborne! One of the biggest stresses that most of us feel consistently throughout our lives is MONEY. Money problems can crush dreams, marriages, physical and mental health, and our lives as we know them. Money is a big deal to a lot of us, but how do we get to that place where money isn't a problem, but more so an asset, a lever, and a tool for us to achieve everything we've dreamed of? This is why I'm excited to have Jim Crider on the podcast today to help shed some light money and what we can do to set ourselves up for success. Jim had originally been working in sales… he couldn't stand it, didn't think he was good at it, and ultimately decided he had to move on. This led him to be unemployed for about an 8 month period of time, which brought to light his own financial situation and stresses that he himself began to feel about money. These thoughts and stresses sparked his interest and set him on the path to financial planning. Today we walk through some frameworks that will help you identify what your goals are, aligning your actions with those goals, and step by step how you can start working towards and start living the life you truly want to live. This episode is full of value for anyone looking to get to a place where money, time, life, is completely aligned (which is the vast majority of us!). Take notes, soak it up, and start! Thanks, everybody, AJ Keep up with Jim on his Intentional Living website at: https://www.intentionallivingfp.com/

Cashflow 2 Freedom Podcast
How to Align Your Goals, Your Money, and Your Life with Jim Crider

Cashflow 2 Freedom Podcast

Play Episode Listen Later Jun 6, 2021 53:53


Welcome back everybody to the AJ Osborne Podcast! I'm your host AJ Osborne! One of the biggest stresses that most of us feel consistently throughout our lives is MONEY. Money problems can crush dreams, marriages, physical and mental health, and our lives as we know them. Money is a big deal to a lot of us, but how do we get to that place where money isn't a problem, but more so an asset, a lever, and a tool for us to achieve everything we've dreamed of? This is why I'm excited to have Jim Crider on the podcast today to help shed some light money and what we can do to set ourselves up for success. Jim had originally been working in sales… he couldn't stand it, didn't think he was good at it, and ultimately decided he had to move on. This led him to be unemployed for about an 8 month period of time, which brought to light his own financial situation and stresses that he himself began to feel about money. These thoughts and stresses sparked his interest and set him on the path to financial planning. Today we walk through some frameworks that will help you identify what your goals are, aligning your actions with those goals, and step by step how you can start working towards and start living the life you truly want to live. This episode is full of value for anyone looking to get to a place where money, time, life, is completely aligned (which is the vast majority of us!). Take notes, soak it up, and start! Thanks, everybody, AJ   Keep up with Jim on his Intentional Living website at: https://www.intentionallivingfp.com/

Money Savage
Intentional Living with Jim Crider

Money Savage

Play Episode Listen Later May 17, 2021 20:42


LifeBlood: We talked about how to live a more intention life, the benefits of doing it, how they inform your decisions and influence your actions, and how to get started with Jim Crider, CFP and CEO of Intentional Living FP.  Listen to learn why being mindful of your goals and values can get you closer to your financial objectives! For the Difference Making Tip, scan ahead to 18:34!  You can learn more about Jim at IntentionalLivingFP.com and LinkedIn. Learn more about Money Alignment Academy and bringing Financial Wellness to your organization.   We’re honored to have been named one of the top podcasts for investing! We’re on YouTube, check us out! George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020! Have George speak to your organization. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com.

Financial Survival Network
Optionality In Financial Planning - Jim Crider #5149

Financial Survival Network

Play Episode Listen Later May 12, 2021 17:30


When you’re developing a financial plan you need to determine your underlying why. You need to live in the present and prepare for the future. Technical things are important. Markets will crash and life is of course very unpredictable and uncertain. Your plan has to be updated regularly and realistically. He looks for tax efficiency and low cost. Jim is also looking towards Bitcoin, and advises clients to 3-20% in Bitcoin. Jim is not a Dogecoin believer. 

Financial Survival Network
Optionality In Financial Planning - Jim Crider #5149

Financial Survival Network

Play Episode Listen Later May 12, 2021 17:30


When you’re developing a financial plan you need to determine your underlying why. You need to live in the present and prepare for the future. Technical things are important. Markets will crash and life is of course very unpredictable and uncertain. Your plan has to be updated regularly and realistically. He looks for tax efficiency and low cost. Jim is also looking towards Bitcoin, and advises clients to 3-20% in Bitcoin. Jim is not a Dogecoin believer. 

The Mark Struczewski Podcast
Aligning Your Money With What's Truly Important - Jim Crider

The Mark Struczewski Podcast

Play Episode Listen Later Mar 26, 2021 28:14


Jim Crider is a husband, dad, and CEO of Intentional Living FP. He helps families achieve early financial independence so they can spend time with those they care about and pursue their passions. Listen in as Jim and Mark. discuss the last taboo, money as a tool and a resource, the b-word, investing while in debt, money is not evil, what 401K does NOT mean, and more! His website   Get productivity tips that I only share with email subscribers. Become a Mark Struczewski Insider and get the top 5 productivity tips for free.   ABOUT Mark ‘Ski' Struczewski (“Mister Productivity”) works with executives to help them gain control of their time by taming distractions so they can experience less overwhelm, feel a sense of freedom, and enjoy their lives.   In addition to being a productivity coach, Mark is a speaker, host of The Mark Struczewski Podcast, and an author. His strategies have guided CEOs/Executive Directors, business owners, business corporate specialists, and entrepreneurs to get back control of their time. You can find out more about how to connect with Mark and his mission to create confident leaders at misterproductivity.com.   If you're looking to take your productivity to the next level or if you are interested in bringing me in to speak at your event, visit MarkStruczewski.com.   Follow me: LinkedIn Snapchat   If you love the show, share it with a friend on Apple Podcasts.

The Mark Struczewski Podcast
Aligning Your Money With What's Truly Important - Jim Crider

The Mark Struczewski Podcast

Play Episode Listen Later Mar 26, 2021 28:14


Jim Crider is a husband, dad, and CEO of Intentional Living FP. He helps families achieve early financial independence so they can spend time with those they care about and pursue their passions. Listen in as Jim and Mark. discuss the last taboo, money as a tool and a resource, the b-word, investing while in debt, money is not evil, what 401K does NOT mean, and more! His website Get productivity tips that I only share with email subscribers. Become a Mark Struczewski Insider and get the top 5 productivity tips for free. ABOUT Mark ‘Ski' Struczewski (“Mister Productivity”) works with executives to help them gain control of their time by taming distractions so they can experience less overwhelm, feel a sense of freedom, and enjoy their lives. In addition to being a productivity coach, Mark is a speaker, host of The Mark Struczewski Podcast, and an author. His strategies have guided CEOs/Executive Directors, business owners, business corporate specialists, and entrepreneurs to get back control of their time. You can find out more about how to connect with Mark and his mission to create confident leaders at misterproductivity.com. If you're looking to take your productivity to the next level or if you are interested in bringing me in to speak at your event, visit MarkStruczewski.com. Follow me: LinkedIn Snapchat If you love the show, share it with a friend on Apple Podcasts.

The Top 5 Countdown with Darryl Lyons from PAX Financial Group
Top 5 Considerations When Buying an RV in Retirement

The Top 5 Countdown with Darryl Lyons from PAX Financial Group

Play Episode Listen Later Oct 15, 2020 8:52


Free eBook link: https://info.paxfinancialgroup.com/ebook-how-to-retire-during-a-volatile-market Join PAX Financial Group's CEO, Darryl Lyons, discuss the Top 5 Considerations When Buying an RV in Retirement, with Certified Financial Planner, Jim Crider. The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information. Investment Advisory services offered through PAX Financial Group, LLC.

The Top 5 Countdown with Darryl Lyons from PAX Financial Group
Top 5 Emergency Fund Ideas Before Retirement

The Top 5 Countdown with Darryl Lyons from PAX Financial Group

Play Episode Listen Later Sep 24, 2020 8:51


Free eBook link: https://info.paxfinancialgroup.com/ebook-how-to-retire-during-a-volatile-market Join PAX Financial Group's CEO, Darryl Lyons, discuss Top 5 Emergency Fund Ideas Before Retirement, with Certified Financial Planner, Jim Crider. The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information. Investment Advisory services offered through PAX Financial Group, LLC.

The Top 5 Countdown with Darryl Lyons from PAX Financial Group
Top 5 Reasons Why You Don't Need to Worry About Social Security Solvency... Yet

The Top 5 Countdown with Darryl Lyons from PAX Financial Group

Play Episode Listen Later Sep 10, 2020 8:56


Join Darryl Lyons, PAX Financial Group's CEO, discuss the Top 5 Reasons Why You Don't Need to Worry About Social Security Solvency... Yet, with Certified Financial Planner, Jim Crider. You can contact Jim directly at jim@paxfg.com. The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information. Investment Advisory services offered through PAX Financial Group, LLC.

The Top 5 Countdown with Darryl Lyons from PAX Financial Group
Top 5 Reasons Why You Need to Review Your 401k Plan

The Top 5 Countdown with Darryl Lyons from PAX Financial Group

Play Episode Listen Later Aug 20, 2020 9:17


PAX Financial Group's CEO, Darryl Lyons, discusses the Top 5 Reasons Why You Need to Review Your 401k Plan with Certified Financial Planner, Jim Crider. Have a question for Jim? Email him directly at jim@paxfg.com. The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information. Investment Advisory services offered through PAX Financial Group, LLC.

The Top 5 Countdown with Darryl Lyons from PAX Financial Group

Join PAX Financial Group's CEO, Darryl Lyons, as he interviews Certified Financial Planner, Jim Crider, about the Top 5 Economic Events in 2020. You can contact Jim directly at jim@paxfg.com. The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information. Investment Advisory services offered through PAX Financial Group, LLC.

The Top 5 Countdown with Darryl Lyons from PAX Financial Group
Top 5 Differences Between Mutual Funds and ETFs

The Top 5 Countdown with Darryl Lyons from PAX Financial Group

Play Episode Listen Later Jul 30, 2020 10:36


Join PAX Financial Group's CEO, Darryl Lyons discuss the Top 5 Differences Between Mutual Funds and ETFs with Certified Financial Planner, Jim Crider. Questions for Jim? Email him at jim@paxfg.com. The material is provided by PAX Financial Group, LLC, the opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service and should not be relied upon as such. All economic and performance data is historical and not indicative of future results. Consult your advisor for more information. Investment Advisory services offered through PAX Financial Group, LLC.