Podcasts about Kiplinger

Paul and Randy break down a terrific win over the Aggies, lament the state of the playoff committee and their fixation on loss column bias, discuss the shifting landscape of college football, and do talk about what Texas should try to get out of its bowl game. The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Paul and Randy talk about their preference for BBQ and steak oriented Thanksgivings, the best rivalry games in college football, try to make some picks on some games with varying levels of motivation, talk Texas -Texas A&M, and offer their thoughts on the coaching carousel. The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Send us a textContent Warning: mention of childhood abuse, divorceAbout This EpisodeSteph Wagner, National Director of Women in Wealth at Northern Trust and author of Fly!: A Woman's Guide to Financial Freedom and Building a Life You Love, shares how telling the truth about your money story can become the first step toward confidence and financial freedom. She opens up about rebuilding her life after a blindsiding divorce and offers practical tools women can use right now, from identifying your money personality to using her 45-20-35 framework to align spending with your values. We explore how to turn fear into growth, build transparency with partners, and create simple systems that support long-term wealth. If you are ready to rewrite your money story with honesty, clarity, and agency, this episode offers the mindset and next steps to begin. About Steph WagnerSteph Wagner is a nationally recognized thought leader in women's wealth and financial empowerment. Her passion for this work is deeply personal. Her own journey—from private equity executive to stay-at-home mom, to single mother facing financial uncertainty, to successful businesswoman—fuels her mission to help women take control of their wealth and build lives they love. Today, she serves as National Director of Women & Wealth at Northern Trust, where she leads the firm's advisory practice for women and its Elevating Women platform—a national program focused on building financial confidence and helping women use their wealth to create meaningful impact in their families, businesses, and communities.Prior to joining Northern Trust, Steph spent years advising high-net-worth women navigating major life transitions such as divorce and widowhood. She also built a national consulting practice for wealth management firms seeking to better serve female clients and founded WomenWealthyWise, a platform dedicated to advancing financial literacy and empowerment for women. Earlier in her career, she was Vice President at Gemini Investors, a Boston-based private equity firm. A frequent media contributor, Steph's insights have been featured in The Wall Street Journal, The New York Times, Entrepreneur, Barron's, Bloomberg, MarketWatch, Kiplinger, Yahoo Finance, and more. Steph lives just outside of Austin, Texas, and is the proud mom of three grown sons. When she's not working or writing, you'll likely find her cycling, hiking, on her yoga mat, or chasing after her beloved dogs. Additional ResourcesInstagram: @steph_l_wagnerLinkedIn: @StephLWagnerSupport the show-------- Stay Connected www.leighburgess.com Watch the episodes on YouTube Follow Leigh on Instagram: @theleighaburgess Follow Leigh on LinkedIn: @LeighBurgess Sign up for Leigh's bold newsletter

In this podcast episode, Brian shares his remarkable journey from his parents' middle-class immigrant background to achieving financial freedom through decades of learning and building businesses. He recounts his early aspiration for an opulent lifestyle and the pivotal moment when he realized the importance of creating income-producing assets. Through content creation, including three books and the Common Sense Financial Podcast, Brian's financial wisdom and expertise have garnered recognition and awards, providing valuable insights into wealth, financial freedom, and the pursuit of life's true riches. Join us as we explore Brian's wealth-building principles, the significance of faith, family, and relationships, and the pursuit of genuine financial freedom. It was over 30 years ago when Brian got started in business and he's spent this time building his knowledge while building teams and companies. Brian begins by telling the story of his parents and how they came over from Croatia and lived a middle-class life. His father worked evenings and weekends as a lab engineer while also running a business on the side. His work ethic greatly inspired Brian as he grew up. As a teen, he always dreamed of having expensive things, but his only model for getting that done involved trading time for money, which is exactly what he did throughout his early 20's. This led to him working harder to keep up with his increasingly expensive lifestyle. After doing it wrong for years, Brian had an epiphany where he realized he needed to create income-producing assets that would pay for his lifestyle. He set out to create a passive income stream to support his lifestyle and successfully accomplished it. That's when his focus for what he was really trying to do for his clients came into clarity. Brian began producing content back in 2010. And out of that came three books: Common Sense, Generational Planning, and Retirement Planning, which can all be found on Amazon. This led to the beginning of the Common Sense Financial Podcast, which has since been recognized by Forbes as a top 10 podcast by financial advisors. Brian also became a regular contributor for Kiplinger magazine locally in St. Louis. He's gone on to win numerous awards for his work. After 30 years of helping clients create the passive income they need to create real financial freedom, Brian regularly hears clients say that his process has really opened their eyes about how money works and how to think about wealth. In his personal life, Brian has been married to his wife Carrie for 30 years and has three kids, who have also grown up and had families of their own. Throughout their lives, Brian and his wife have taught their children two main things. First, most importantly, for them to pursue a close personal relationship with Jesus Christ and to live out their faith in their daily walk. Second to that, is to understand that a worthy pursuit in life is the things money can't buy: building relationships, investing, and creating memories and experiences with people that you love. A key lesson that took Brian a long time to figure out is that the pursuit of things never brings satisfaction. Real wealth is not found in things but in the freedom to live your life free from having to work for a paycheck or trade your time for money, which is another lesson he tries to impart to his kids as well as his clients.     Mentioned in this episode: BrianSkrobonja.com Common Sense Financial Podcast on YouTube  Common Sense Financial Podcast on Spotify SkrobonjaFinancial.com SkrobonjaWealth.com BuildBanking.com Common Sense: YOUR Guide to Making Smart Choices with YOUR Money by Brian Skrobonja Generational Planning by Brian Skrobonja Retirement Planning: Have A Plan So You Can Live Your Life by Brian Skrobonja     Investing involves risk, including the potential loss of principal. This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA &SIPC. Advisory services offered only by duly registered individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. Skrobonja Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.

Paul breaks down an Arkansas win where the Texas offense got right but the defense did some wrong. Arch Manning went off, the Texas receivers dominated - what helped the Texas offense explode on the Pigs? As for the defense, well. It needs to fix some stuff. What can Texas do to shore up things with the Aggies coming on Friday? The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Paul & Randy discuss the Dawg mauling in Athens, what ails this current Longhorn team, Lane Kiffin's likely destination, and preview the most dangerous 2-8 football team in America: The Arkansas Razorbacks. Paul also counts geography coup over Randy. Great success! The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Joe Quinlan, head of market strategy for Merrill Lynch and Bank of America Private Bank, says that the U.S. consumer higher-income households "are in great shape heading into 2026," and so long as the Boomers continue spending, the economy and stock market can roll along. Quinlan says that the economy can avoid a recession if the Federal Reserve can avoid policy mistakes, if the U.S. stays out of a difficult trade war and if the extraneous factors mostly stay at bay. Given what the market has weathered in 2025, Quinlan says there is reason to believe the rally can continue, even if results are muted a bit compared to the equity returns of the last three years. Chris Vermeulen, chief market strategist at The Technical Traders, says that investors should not be fighting current trends, but they should be getting cautious in a market where there's not a lot of upside left this year. He expects January to be a telling month for whether the rally can carry deep into 2026, and says that investors looking for bigger gains can still get in on the gold rally, which Vermeulen says still has 25 to 30 percent upside from current levels.   Sandra Block, contributing editor at Kiplinger talks about what she learned about dental care for retirees as she made her own transition toward retirement earlier this year, and the choices consumers face as they weigh Medicare options. And Mark Hamrick discusses a recent BankRate.com survey which found that about half of working American adults expect to be reliant on Social Security benefits to handle necessary expenses when they retire, but more than three-quarters of that working population worries that their promised benefits won't be paid when they reach retirement age.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Katherine Pomerantz, Rhianna Basore, and Joe Saul-Sehy about how the principles of improv can help us become better listeners, more engaged communicators, and more confident decision-makers—especially in uncertain or emotionally charged financial situations.

Paul & Randy discuss how Texas can take it to the Bulldogs in Athens. Other topics include, Gunner Stockton being a good college QB, Georgia's defensive decline, the Texas OL carrying a good Vandy game forward, the wonders of HS football, and the hilarious crap show at LSU that for Louisianans, is just another day in Louisiana. The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

CMS plans to simplify prior authorization for Medicare beneficiaries beginning in 2026. Listen to learn more about changes coming to Medicare Advantage and Original Medicare!   Read the text version  

When Willard M. Kiplinger launched the groundbreaking Kiplinger Washington Letter in 1923, he left the sidelines of traditional journalism to strike out on his own. With a specialized knowledge of finance and close connections to top Washington officials, Kiplinger was uniquely positioned to tell deeper truths about the intersections between government and business. With careful reporting and insider access, he delivered perceptive analysis and forecasts of business, economic, and political news to busy business executives, and the newsletter's readership grew exponentially over the coming decades. More than just a pioneering business journalist, Kiplinger emerged as a quiet but powerful link between the worlds of Presidents Hoover and Roosevelt, and used his Letter to play a little-known but influential role in the New Deal. Part journalism history, part biography, and part democratic chronicle, The Insider: How the Kiplinger Newsletter Bridged Washington and Wall Street (University of Massachusetts Press, 2022) offers a well-written and deeply researched portrayal of how Kiplinger not only developed a widely read newsletter that launched a business publishing empire but also how he forged a new role for the journalist as political actor." Rob Wells is is visiting associate professor at the Philip Merrill College of Journalism at the University of Maryland. Kavya Sarathy is a Linguistics student at the University of Massachusetts, Amherst, and a Marketing Intern for the University of Massachusetts Press. She is currently a political Staff Writer at The Massachusetts Daily Collegian. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/new-books-network

When Willard M. Kiplinger launched the groundbreaking Kiplinger Washington Letter in 1923, he left the sidelines of traditional journalism to strike out on his own. With a specialized knowledge of finance and close connections to top Washington officials, Kiplinger was uniquely positioned to tell deeper truths about the intersections between government and business. With careful reporting and insider access, he delivered perceptive analysis and forecasts of business, economic, and political news to busy business executives, and the newsletter's readership grew exponentially over the coming decades. More than just a pioneering business journalist, Kiplinger emerged as a quiet but powerful link between the worlds of Presidents Hoover and Roosevelt, and used his Letter to play a little-known but influential role in the New Deal. Part journalism history, part biography, and part democratic chronicle, The Insider: How the Kiplinger Newsletter Bridged Washington and Wall Street (University of Massachusetts Press, 2022) offers a well-written and deeply researched portrayal of how Kiplinger not only developed a widely read newsletter that launched a business publishing empire but also how he forged a new role for the journalist as political actor." Rob Wells is is visiting associate professor at the Philip Merrill College of Journalism at the University of Maryland. Kavya Sarathy is a Linguistics student at the University of Massachusetts, Amherst, and a Marketing Intern for the University of Massachusetts Press. She is currently a political Staff Writer at The Massachusetts Daily Collegian. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/biography

When Willard M. Kiplinger launched the groundbreaking Kiplinger Washington Letter in 1923, he left the sidelines of traditional journalism to strike out on his own. With a specialized knowledge of finance and close connections to top Washington officials, Kiplinger was uniquely positioned to tell deeper truths about the intersections between government and business. With careful reporting and insider access, he delivered perceptive analysis and forecasts of business, economic, and political news to busy business executives, and the newsletter's readership grew exponentially over the coming decades. More than just a pioneering business journalist, Kiplinger emerged as a quiet but powerful link between the worlds of Presidents Hoover and Roosevelt, and used his Letter to play a little-known but influential role in the New Deal. Part journalism history, part biography, and part democratic chronicle, The Insider: How the Kiplinger Newsletter Bridged Washington and Wall Street (University of Massachusetts Press, 2022) offers a well-written and deeply researched portrayal of how Kiplinger not only developed a widely read newsletter that launched a business publishing empire but also how he forged a new role for the journalist as political actor." Rob Wells is is visiting associate professor at the Philip Merrill College of Journalism at the University of Maryland. Kavya Sarathy is a Linguistics student at the University of Massachusetts, Amherst, and a Marketing Intern for the University of Massachusetts Press. She is currently a political Staff Writer at The Massachusetts Daily Collegian. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/american-studies

When Willard M. Kiplinger launched the groundbreaking Kiplinger Washington Letter in 1923, he left the sidelines of traditional journalism to strike out on his own. With a specialized knowledge of finance and close connections to top Washington officials, Kiplinger was uniquely positioned to tell deeper truths about the intersections between government and business. With careful reporting and insider access, he delivered perceptive analysis and forecasts of business, economic, and political news to busy business executives, and the newsletter's readership grew exponentially over the coming decades. More than just a pioneering business journalist, Kiplinger emerged as a quiet but powerful link between the worlds of Presidents Hoover and Roosevelt, and used his Letter to play a little-known but influential role in the New Deal. Part journalism history, part biography, and part democratic chronicle, The Insider: How the Kiplinger Newsletter Bridged Washington and Wall Street (University of Massachusetts Press, 2022) offers a well-written and deeply researched portrayal of how Kiplinger not only developed a widely read newsletter that launched a business publishing empire but also how he forged a new role for the journalist as political actor." Rob Wells is is visiting associate professor at the Philip Merrill College of Journalism at the University of Maryland. Kavya Sarathy is a Linguistics student at the University of Massachusetts, Amherst, and a Marketing Intern for the University of Massachusetts Press. She is currently a political Staff Writer at The Massachusetts Daily Collegian. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/communications

When Willard M. Kiplinger launched the groundbreaking Kiplinger Washington Letter in 1923, he left the sidelines of traditional journalism to strike out on his own. With a specialized knowledge of finance and close connections to top Washington officials, Kiplinger was uniquely positioned to tell deeper truths about the intersections between government and business. With careful reporting and insider access, he delivered perceptive analysis and forecasts of business, economic, and political news to busy business executives, and the newsletter's readership grew exponentially over the coming decades. More than just a pioneering business journalist, Kiplinger emerged as a quiet but powerful link between the worlds of Presidents Hoover and Roosevelt, and used his Letter to play a little-known but influential role in the New Deal. Part journalism history, part biography, and part democratic chronicle, The Insider: How the Kiplinger Newsletter Bridged Washington and Wall Street (University of Massachusetts Press, 2022) offers a well-written and deeply researched portrayal of how Kiplinger not only developed a widely read newsletter that launched a business publishing empire but also how he forged a new role for the journalist as political actor." Rob Wells is is visiting associate professor at the Philip Merrill College of Journalism at the University of Maryland. Kavya Sarathy is a Linguistics student at the University of Massachusetts, Amherst, and a Marketing Intern for the University of Massachusetts Press. She is currently a political Staff Writer at The Massachusetts Daily Collegian. Learn more about your ad choices. Visit megaphone.fm/adchoices

When Willard M. Kiplinger launched the groundbreaking Kiplinger Washington Letter in 1923, he left the sidelines of traditional journalism to strike out on his own. With a specialized knowledge of finance and close connections to top Washington officials, Kiplinger was uniquely positioned to tell deeper truths about the intersections between government and business. With careful reporting and insider access, he delivered perceptive analysis and forecasts of business, economic, and political news to busy business executives, and the newsletter's readership grew exponentially over the coming decades. More than just a pioneering business journalist, Kiplinger emerged as a quiet but powerful link between the worlds of Presidents Hoover and Roosevelt, and used his Letter to play a little-known but influential role in the New Deal. Part journalism history, part biography, and part democratic chronicle, The Insider: How the Kiplinger Newsletter Bridged Washington and Wall Street (University of Massachusetts Press, 2022) offers a well-written and deeply researched portrayal of how Kiplinger not only developed a widely read newsletter that launched a business publishing empire but also how he forged a new role for the journalist as political actor." Rob Wells is is visiting associate professor at the Philip Merrill College of Journalism at the University of Maryland. Kavya Sarathy is a Linguistics student at the University of Massachusetts, Amherst, and a Marketing Intern for the University of Massachusetts Press. She is currently a political Staff Writer at The Massachusetts Daily Collegian. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://newbooksnetwork.supportingcast.fm/journalism

Paul & Randy rank, rate and debate the best open jobs in college football and a few that might come open. Is it as easy as it seems. We get to mock an ESPN writer, so that's good. Then Randy talks Vandy, will Texas fall for their eye candy? How will the Longhorns handle the mighty Top 10 Commodores? The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Does Sark need an OC? Reasonable minds can differ, but he does need collaborators and he doesn't seem to have any, while the Longhorn defense has had many. Also, if you force Sark into an OC, it won't work. Paul explains the innovation flow of football on both sides of the ball and how and why having a defined system can create program clarity and protect college level OL play. Randy has some definite thoughts on why Texas didn't consolidate its OU game planning gains. What can we expect in Starkville? Tune in and find out. The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

The title says it all. Paul goes solo to share his thoughts on the 16-13 win in Kentucky, OL woes, Arch troubles, Sark's inability to carry over OU successes, and the strong play of the Longhorn special teams and defense. Then it's time for a thorough preview of the Mississippi State Bulldogs. They're dangerous in Starkville and the Horns must play better ball on offense if they want to silence those obnoxious cowbells. The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Paul revels in the whipping of the Sooners and explains how and why it happened. An offense needs more than a hero ball QB and the Sooner defense can bleed. Then, it's on to the Cats. If Texas gets fat and happy and doesn't keep its violent edge and strong game planning from OU, we're in for a rude road awakening. The real opponent for Texas every year? Complacency. The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

CPA and financial planner Deb Meyer breaks down why most video business owners struggle financially and stay stuck on what she calls "the hamster wheel." She explains the crucial difference between revenue and profit, why separate bank accounts can save your business, and how to avoid nasty tax surprises that can cripple your cash flow. Key Takeaways Set up separate bank accounts for taxes, contractor expenses, and operating costs to avoid accidentally spending money that's already allocated Focus on profit margins (aim for at least 30%) rather than just top-line revenue numbers Get proactive tax planning to avoid surprise bills—a good CPA should give you quarterly projections, not April surprises Before buying any equipment or hiring staff, ask yourself if it will actually make you money or save you time that translates to revenue About Deb Meyer Deb Meyer, CFP®, CPA, and CEPA, is the award-winning author of Redefining Family Wealth, host of the Beyond Budgets® podcast, and founder of WorthyNest®, a fee-only, fiduciary wealth management firm that guides parents through important financial decisions using a values-based approach. Deb has been featured in The Wall Street Journal, Forbes, and CNN Business and is a contributor to Kiplinger.  She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award.  Deb lives in Missouri with her husband Bryan and three sons. In This Episode [00:00] Welcome to the show! [04:51] Meet Deb Meyer [06:34] Have a Trusted Financial Advisor [07:29] Cash Cushion for Your Business [10:12] Discerning Needs From Wants [22:18] Revenue and Profit [32:01] Tax Planning [45:07] Connect with Deb [46:29] Outro Quotes "You just bought yourself another job, really. I mean, you're not truly an entrepreneur if you're always beholden to the, hey, this is the mass I can get as my salary." - Deb Meyer "Revenue, great. It's a fun vanity metric, but it doesn't really matter that much in the grand scheme of things." - Deb Meyer "I look back and I'm like, what the heck was I thinking? Because it just felt like that's how I was making decisions like, man, yeah, if we had somebody doing that, that would feel pretty good." - Ryan "When COVID happened, we shrunk to four people. And we figured out how to run this company, the same company with four people... we're like so much more profitable these days." - Ryan "They should never have just surprised you with a $28,000 federal tax bill. That is really unfortunate." - Deb Meyer Guest Links Find Deb Meyer online Connect with Deb Meyer on LinkedIn Get Deb's free Starter Guide on 10 family finance myths Follow WorthyNest on Facebook Subscribe to WorthyNest on YouTube  Listen to the Beyond Budgets podcast Links FREE Workshop Available "How to Consistently Earn Over $100k Per Year in Video Production While Working Less Than 40 Hours Per Week" Join the Grow Your Video Business Facebook Group  Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Check out the full show notes

Paul & Randy talk about why the Sooners are their most hated rivals, memories of different Texas-OU games, Randy lists his most hated baseball rivals (the answer may surprise you), they talk State Fair, break down the Sooners and Longhorns, and sort out why the OU cheat play against Auburn irritated them so much. Go Texas. Beat OU! The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Paul breaks down the Sooners, a potential game plan, the controlled violence required to win, and the importance of managing momentum shifts. The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Welcome to another episode of Accelerate Your Business Growth! In today's conversation, host Diane Helbig sits down with Mark Miller of Hilton Tax & Wealth Advisors, a seasoned expert with nearly four decades of experience in tax and wealth management. Mark has dedicated his career to helping business owners, executives, and high-net-worth individuals build, protect, and sustain their wealth—and he's been featured everywhere from Kiplinger's and The New York Times to Fox News and Money magazine. Recognized as a Presidential Businessman of the Year, Mark brings a wealth of practical knowledge and unique insight to our audience. In this episode, Mark unpacks the real strategies the ultra-wealthy use to legally slash their tax bills—and shares what successful business owners can do today to follow their lead. He demystifies common misconceptions about building wealth, reveals how the smartest investors avoid volatility, and explains why protecting your portfolio is more important than chasing the highest returns. Plus, he shares actionable tips for turning income into generational wealth before the year's end. If you've ever wondered how top-tier families and business dynasties invest and what truly makes the difference between smart and retail money, you won't want to miss this conversation. Grab your notebook and get ready for an eye-opening look at building lasting financial legacies. If you are a small business owner or salesperson who struggles with getting the sales results you are looking for, get your copy of Succeed Without Selling today. Learn the importance of Always Be Curious. Accelerate Your Business Growth is proud to be included on the list of the 45 Best Business Growth Podcasts. We are also honored to be selected by FeedSpot as one of the Top 10 Growth Hacking Podcasts, Top 25 Evergreen Podcasts and Top 50 Business Growth Podcasts on the web. Each episode of this podcast provides insights and education around topics that are important to you as a business owner or leader. The content comes from people who are experts in their fields and who are interested in helping you be more successful. Whether it's sales challenges, leadership issues, hiring and talent struggles, marketing, seo, branding, time management, customer service, communication, podcasting, social media, cashflow, or publishing, the best and the brightest join the host, Diane Helbig, for a casual conversation. Discover programs, webinars, services, books, and other podcasts you can tap into for fresh ideas. Be sure to subscribe so you never miss an episode and visit Helbig Enterprises to explore the many ways Diane can help you improve your business outcomes and results. Learn more about your ad choices. Visit megaphone.fm/adchoices

Most people don't feel wealthy. But what if your day-to-day habits are quietly building serious financial strength? A recent article from Kiplinger outlined five surprising signs that you might be richer than you think, and none of them involve yachts or private jets. In this episode, David walks through each sign and explains why they might matter for both today and your long-term future. Here's some of what we discuss in this episode:

✈️ Retire Pilots the Right Way!

Paul's going solo, but he's not Han. He talks Georgia, Bama, Arkansas, Auburn and A&M before breaking down the Florida Gators. Why should Texas fans want as many major college football jobs open as they can get?Finally, the Gators are one of the most mystifying teams in college football. They look a certain way, but they don't play like it. Do they save their season with a bye week regroup or are they in a death spiral? What the hell is going on in Gainesville? The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

We go through the list from Kiplinger of "The Five Golden Rules of Retirement Planning" including figuring out your Five “L”s. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Are you making retirement decisions based on outdated rules or generic advice? Ryan Herbert and Lawrence Kiely dive into Kiplinger’s Five Golden Rules of Retirement Planning, revealing why lifetime income, liquid savings, risk management, tax efficiency, and legacy planning must work together. They explain why diversification goes beyond mutual funds, why withdrawal-based plans can fail, and how adaptability is crucial for your financial future. Want to begin building your retirement and tax plan? Schedule a 15-minute call with us here:

Paul breaks down the Sam Houston win, where Texas is in relation to the rest of the SEC, and discusses the big conference matchups this weekend. A lot of football left to be played and everything we think we know, we probably don't. The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Paul and Randy talk about UTEP, Arch Manning, scout team effort from some members of the OL, and Randy offers some interesting insights from the world of baseball about players who have the yips. How do you coach a guy who is clearly in his head? When and why is it appropriate to bench a developing QB? Then they discuss the Week 4 slate of college football - it's surprisingly good with some high entertainment potential games. Also, Paul learns what a Greenie is. ⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy The Thinking Texas Football Season Preview. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Paul breaks down the challenges of the Texas offense, Arch Manning's awful play against UTEP, and how we got here. When is it appropriate to bench him? What might snap him out of his fugue state? Also, a comprehensive review of the 27-10 win over UTEP. ⁠⁠⁠⁠⁠⁠⁠⁠Buy The Thinking Texas Football Season Preview. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Paul's solo emptying the notebook to check in on the Horns, how they performed against the Spartans, and what Saturday against UTEP holds. ⁠⁠⁠⁠⁠⁠⁠Buy The Thinking Texas Football Season Preview. ⁠⁠⁠⁠⁠⁠⁠⁠⁠The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Winning more clients and creating a more client-centric planning experience requires a shift. A shift away from the numbers. A shift towards the human. In this episode, Tim Maurer, Chief Advisory Officer at Signature FD shares his insights on building a human-first approach to transform both your prospecting and your planning. Instead of relying on advisor-driven presentations, Tim focuses on connecting with what truly drives people - values, stories, and emotions - so that clients feel ownership of their plan. And they trust that you're the person to guide them along the way. You'll Learn: Tim's 4 steps for human-first prospecting that converts Ideas for building plans that clients embrace and act on How to shift from advisor-driven to client-inspired advice Why removing emotions from money is actually a mistake A philosophy for using money to create memorable experiences  *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: 55: Infusing Life Into The Financial Planning Process with Tim Maurer 141: The Power of Storytelling: How To Craft Stories That Convert Prospects Into Clients with Stacy Havener Thinking, Fast and Slow by Daniel Kahneman  Blink by Malcolm Gladwell Die With Zero by Bill Perkins Nudge by Richard H. Thaler and Cass R. Sunstein  Give to Grow by Mo Bunnell The Courage to Be Disliked by Ichiro Kishimi and Fumitake Koga  The Wim Hof Method by Wim Hof Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Tim Maurer:  SignatureFD LinkedIn: Tim Maurer About Our Guest:  As the Chief Advisory Officer at SignatureFD, Tim acts as the coach and advocate of their experienced corps of advisors in pursuit of the optimal delivery of their unique client experience. They partner with clients to "activate" their wealth in four key areas: Grow, Protect, Give, and Live. Anchoring in these core pillars offers a level of transparency to wealth management, enabling clients to better understand how they can use their wealth to achieve their goals and impact the things that matter most to them – what SignatureFD calls Net Worthwhile™. A graduate of Towson University, Tim taught financial planning at his alma mater for seven years. His third book, Simple Money, is an exploration of prescriptive personal finance through the lens of behavioral science. He is a regular CNBC contributor and writes for Forbes.com. A central theme drives his writing and speaking: Personal finance is more personal than it is finance. Regardless of income or net worth, Tim believes it is our underlying values and goals that drive our behavior with money, which ultimately determines our satisfaction in work and life. Couching timely application in timeless wisdom, he educates at private events as well as in television, radio, print, and online media. With a passion for relational communication, he has been featured on NBC's TODAY Show, CNBC, and ABC's Nightline; on NPR programs The Diane Rehm Show and Marketplace; as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger's Personal Finance, U.S. News & World Report, and Money magazine, among others. Tim is a husband and father first and lives in Charleston, South Carolina, where his wife Mika and two boys, Kieran and Connor, are active members of their community. Outside of personal finance, his favorite pursuit is music, whether consuming or contributing on the drums, keys, or, only occasionally, the upright bass. He is also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell,

Paul and Randy talked about the good and bad of the Longhorn victory over San Jose State. Then it's a broader discussion of Arch Manning, OL play, the defense and Saturday's big upsets. Dare we discuss THE GRIMACE? ⁠⁠⁠⁠⁠⁠Buy The Thinking Texas Football Season Preview. ⁠⁠⁠⁠⁠⁠⁠⁠The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Paul & Randy break down the tough loss in Ohio, discuss which teams looked good or bad in college football in Week 1, muse about how Arch and the offense can improve, and ponder some other very important questions. ⁠⁠⁠⁠⁠Buy The Thinking Texas Football Season Preview. ⁠⁠⁠⁠⁠⁠⁠The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

Paul is going solo to break down the state of Texas football after Week 1. A comprehensive look at every position and unit, coaching tactics, and the general state of the program. ⁠⁠⁠⁠Buy The Thinking Texas Football Season Preview. ⁠⁠⁠⁠⁠⁠The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

The biggest game of the year is here. Guess what we talked about? Join us for some Texas-Ohio State analysis, excitement, and Randy's obligatory 10 point win prediction for a big game! Also, please let us know your favorite football platitude that you share when watching Texas play? ⁠⁠⁠⁠Buy The Thinking Texas Football Season Preview. ⁠⁠⁠⁠⁠⁠The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

A lot to cover on this EGAT. The SEC goes to 9 conference games - what are the implications? The 16 team playoff is now all but assured. Who will Texas play and are big game non-cons now dead? Then they talk the Week 0 slate, Week 1's epic nature, and discuss the challenges and opportunities of Ohio State new DC. It wouldn't be EGAT without some Hee Haw and Sanford and Son talk. ⁠⁠⁠Buy The Thinking Texas Football Season Preview. ⁠⁠⁠⁠⁠The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

A lot to cover on this EGAT, ranging from John "Moneyline" Mateer, the lack of street smarts in national college football commentators, the Michigan penalties, Texas football depth concerns on the OL, and Randy and Paul argue about how to divvy up play-calling duties for each down, like they do at Auburn. Finally, Randy encourages everyone to attend a Dominican Republic wedding. ⁠⁠Buy The Thinking Texas Football Season Preview. ⁠⁠⁠⁠The time is now for your new mortgage or refi with Gabe Winslow at 832-557-1095 or MortgagesbyGabe. Then get your financial life in order with advisor David McClellan 312-933-8823 with a free consult: dmcclellan@forumfinancial.com. Read his retirement tax bomb series at Kiplinger! https://www.kiplinger.com/retirement/retirement-planning/605109/is-your-retirement-portfolio-a-tax-bomb Need a great CenTex realtor? Contact Laura Baker at 512-784-0505 or laura@andyallenteam.com.

General Motors' CFO says they won't raise prices despite the tariffs and Pres. Trump announced a new tariff deal with the European Union.  Alexandra Svokos, the digital managing editor of Kiplinger, talks about what some economic indicators say about the effects of the new tariffs.