Podcasts about manage money

  • 317PODCASTS
  • 364EPISODES
  • 30mAVG DURATION
  • 1EPISODE EVERY OTHER WEEK
  • Jul 31, 2026LATEST

POPULARITY

20192020202120222023202420252026


Best podcasts about manage money

Latest podcast episodes about manage money

Get Ready! with Tony Steuer
How to Build a Healthier Relationship With Money

Get Ready! with Tony Steuer

Play Episode Listen Later Jul 31, 2026 46:53 Transcription Available


Send us Fan MailMoney works best when it supports the life you want to live.Dana Miranda, author, content creator, and money writer joined me on Get Ready Before Life Happens to talk  about what it means to build a healthier, more empowering relationship with money.We explored why traditional money advice often misses the lived experiences of women, people of color, and LGBTQ communities, and how understanding financial tools can replace fear with confidence and choice.Key Takeaways

Investor Mama
Replay Episode #91: How to Teach Your Kids To Manage Money At Any Age with Dee from Kids Money Academy

Investor Mama

Play Episode Listen Later Jul 23, 2026


Looking for ways to boost your income? Check out these resources to help you with your money journey. Bio Dee is a CPA, finance instructor at UCLA and a mom of two. After doing some research, she found that there was no one single resource that shared tips on how to talk about money in simple and exciting ways with kids. One that also provides empirical data on the benefits of early childhood financial literacy. So, she created it! Dee founded Kids Money Academy to fill a huge need that empowers parents from all backgrounds to talk to their kids about money in a positive way. Her mission is to reach as many parents and kids as possible to instill healthy financial habits that create an abundant money mindset and legacy for wealth. As parents, the greatest gift that we can give our children that has unlimited return is a money mindset that creates an abundant and happy life. Additional Resources Sign up for Dee’s Friday Freebies The ABC’s of Investing for Kids Kids Money Academy Greenlight Debit Card for Kids Famzoo Debit Card for Kids Connect with Dee Instagram Facebook LinkedIn Episode #92: How to Respond to Your Children's Money Questions with Dee from Kids Money Academy

Latina Investors
191. The Cash Rule That Changed How I Manage Money

Latina Investors

Play Episode Listen Later Jul 23, 2026 17:17


Do you ever get that feeling where money comes in and somehow it is already gone? There might be one habit quietly keeping you stuck, and it is more common than you think.In this episode, Andrea shares a personal story from early in her marriage that sparked one of the most important money conversations she and her husband have ever had. and one chanlived by an unspoken rule around money. She breaks down why our brains struggle to track money that has not landed yet, how we end up double spending without even realizing it, and why this one shift — moving at the speed of cash — can help you finally feel like your money is working for you instead of disappearing the moment it arrives.You'll learn:✅ What "spending money that's coming" actually looks like in real life and why it is so easy to fall into✅ How double spending happens faster than you expect and what it is costing you✅ What it means to move at the speed of cash and how to start this week✅ Why feeling like you can never get ahead is often a systems problem, not a discipline problemIf your money has been feeling like it disappears the moment it arrives, this episode is going to give you a new way to look at it — and one simple rule you can start practicing right now.Let's connect:Website: www.buildinggenwealth.comInstagram: @building.gen.wealthLearn more about 1:1 Money Coaching: www.buildinggenwealth.com/moneycoaching

My Family Talk on Oneplace.com
Teaching Kids How to Manage Money

My Family Talk on Oneplace.com

Play Episode Listen Later Jul 8, 2026 1:00


Children won't know the value of a dollar until we teach them how to manage money wisely. To support this ministry financially, visit: https://www.oneplace.com/donate/779/29?v=20251111

Growing Home Together Podcast
How to Manage Money as a Team in Your Marriage—with Matt Bell

Growing Home Together Podcast

Play Episode Listen Later Jul 7, 2026 42:37


Do you avoid talking about money with your spouse? Does the mention of a budget make you cringe? Do financial emergencies cause tension to grow in your household?We know how it feels to be stressed about money. When we were first married, we lived on a tight budget with a rotating menu of mac n' cheese and chili and beans. When it came to conversations about money, they always revolved around how we could earn a little bit more and how we could spend a little bit less every month.As the years have passed, our income has changed, and so have our expenses. Like many couples, our financial life became more complex over time, and we learned that good money conversations don't always happen naturally. Looking back, we wish we'd had someone like Matt Bell to guide us in those early years of marriage.Matt is a biblical money management writer and speaker, as well as the author of an important new book for couples called Starting Strong: Discovering the Good That Money Can Do in Your Marriage.In this episode, Matt shares:The factors that determine how we manage moneyWhether it's wise for a couple to buy a house right awayHow to lay a strong financial foundation from the beginning of your marriageAnd more!We hope you enjoy this conversation!Show Notes: https://growinghometogether.com/matt-bell-132/

Morning Affirmations Meditation for Women
I Trust My Ability to Manage Money Wisely

Morning Affirmations Meditation for Women

Play Episode Listen Later Jun 14, 2026 12:02


Hello, Beautiful...I'm so grateful you're here with me. Confidence with money grows through trust, awareness, and intentional choices. These daily affirmations strengthen financial wisdom, abundance, responsibility, prosperity, and self-confidence. Build a more empowered and peaceful relationship with your finances. Love,

Have It All
How the Rich Manage Money Differently

Have It All

Play Episode Listen Later Jun 3, 2026 10:28


What separates those who play the game of financial monopoly to win from everyone else? Today, Kris Krohn uncovers eight distinct money tasks that wealthy individuals execute differently than the general public. Pulling from the archives, Kris contrasts the limiting "consumer mindset" with strategic wealth-building actions—such as leveraging OPM (other people's money), scaling a real estate portfolio to 20+ properties, and seeking out a millionaire mentor to compress your learning curve.

Petra Podcast
Wisdom to Manage Money

Petra Podcast

Play Episode Listen Later Apr 19, 2026 44:04


God wants you to have the wisdom to manage your life's resources successfully. Here are 9 Biblical principles.

IN THE KNOW
The hidden costs of college: how students manage money and stress

IN THE KNOW

Play Episode Listen Later Mar 27, 2026 18:44


Students and experts discuss how rising tuition costs can impact academic performance and mental health. 

Capital Decanted
S3 | Episode 6: The Hardest Time in History to Manage Money?

Capital Decanted

Play Episode Listen Later Mar 24, 2026 88:49


Geopolitical change, product disruption, and technological transformation have all made this the most complicated moment in history to navigate capital markets. CAIA Association spent the last 12 months finding out why. After convening 120 global executives across eight financial centers we're proud to introduce: The World Rewired, a blueprint for the decade ahead. In this episode, we unpack the three structural shifts at its core with four practitioners who were in the room  with us, including Sebastian Mallaby, Stuart Wrigley, Yingwen Chin, and Muneera Aldossary.Guests:Sebastian Mallaby, Paul A. Volcker Senior Fellow in International Economics, Council on Foreign RelationsStuart Wrigley, Partner, Head of Asia Pacific and Head of Capital Formation and Strategy International, Sixth StreetYingwen Chin, Partner - Private Markets IDD, Albourne PartnersMuneera Aldossary, CEO & Board Member, Franklin Templeton, Saudi ArabiaEpisode Sources(00:00) Artificial intelligence as a transformational force, with adaptability and curiosity as enduring traits of successful investors.(01:36) Traditional capital allocation models are becoming outdated amid rapid innovation in products, technology, and investment approaches.(06:40) Global roundtables with industry leaders reveal interconnected themes pointing to a systemic rewiring of capital markets.(18:28) Introduction of three major shifts: macro (geopolitics), industry (market convergence), and organizational (talent and AI).(18:28) Geopolitics moves from background noise to a central driver of capital flows and investment decision-making.(25:45) Geopolitical considerations become embedded in underwriting, with firms building internal expertise and advisory capabilities.(30:22) Long-duration investments such as venture capital and infrastructure require deeper integration of political and regulatory analysis.(35:05) Emergence of new centers of capital, particularly in the Middle East and Asia, driven by sovereign wealth funds.(40:42) Growing debate around US exceptionalism and the potential for a more multipolar global financial system.(46:58) The convergence of public and private markets reshapes investment access, structures, and asset class boundaries.(49:43) Rapid product innovation raises concerns around investor education, alignment, and long-term suitability.(55:34) Industry consolidation and the rise of multi-strategy platforms alter competition and access to top-tier opportunities.(01:02:12) Organizational shifts driven by technology redistribute tasks and reshape roles within investment firms.(01:06:09) Adaptability, intellectual curiosity, and cross-disciplinary thinking emerge as critical traits for investment professionals.(01:09:53) Concerns around AI reducing critical thinking and eliminating traditional entry-level training pathways.(01:13:40) AI impacts all levels of the workforce, increasing the importance of judgment, relationships, and credibility.(01:18:34) Shift from technical skill-based training toward systems thinking, communication, and leadership capabilities

Sagebrush Church
How To Manage Money

Sagebrush Church

Play Episode Listen Later Mar 21, 2026 39:28


Sagebrush Church HD
How To Manage Money

Sagebrush Church HD

Play Episode Listen Later Mar 21, 2026 39:28


Selling Real Estate with Kelly Cook
206: How Profitable Real Estate Agents Manage Money, Cost of Sale, and Business Expenses

Selling Real Estate with Kelly Cook

Play Episode Listen Later Feb 10, 2026 17:30


In this episode of Selling Real Estate with Kelly Cook, Kelly Cook breaks down how top producing agents actually run the financial side of their business, from understanding cost of sale and fixed expenses to targeting real profit instead of chasing gross commission awards. Kelly shares industry benchmarks, explains how commission splits impact long term sustainability, why bigger teams often net less than smaller operations, how to evaluate marketing spend using percentage based frameworks, and how reviewing your P&L regularly leads to smarter hiring and growth decisions. If you want to operate like a true business owner and not just a salesperson, this episode delivers practical financial clarity every agent needs.

Lets Have This Conversation
Helping First & Generation High Income Earners Better Manage Money with: Brenton Harrison

Lets Have This Conversation

Play Episode Listen Later Jan 27, 2026 46:19


According to the Organisation for Economic Co-operation and Development, Basic Skills Gap: Over 20% of U.S. 15-year-olds (one in five) lack basic financial literacy, meaning they can't apply knowledge to real-life financial situations, according to PISA reports. • Confidence Deficit: 74% of U.S. teens don't feel confident in their personal finance knowledge, according to a Greenlight study. Brenton Harrison is a financial advisor and owner of New Money New Problems, a financial advisory firm serving first and generation high income-earners who were never taught how to manage money. As a Certified Financial Planner and Certified Student Loan Professional, I focus on increasing financial literacy for those who are navigating making money while also juggling multiple priorities (helping family with money, student loans, investing, raising kids, etc.) . I host the weekly New Money New Problems Podcast, sharing tips these audiences need to know, and the biweekly Escape Student Loan Debt Podcast that specifically addresses borrowers with federal and private student loan debt. I've been featured in publications from Forbes, Business Insider, USA Today, Money, CNBC, Nerdwallet, and more, and I serve as a member of the Investopedia Advisor Council and the Certified Financial Planning Board Ambassadors. I love to talk about early childhood experiences with money and how they impact how we spend, breaking down financial concepts so that a 5-year-old can understand it, and making guests more comfortable with saying "I don't know, but I want to learn" when it comes to money. For more information: https://www.newmoneynewproblems.com/ Follow: @newmoney.newproblems Learn more about your ad choices. Visit megaphone.fm/adchoices

SBS Hindi - SBS हिंदी
Planning for 2026: How Australians can manage money better this year

SBS Hindi - SBS हिंदी

Play Episode Listen Later Dec 31, 2025 10:07


After a year shaped by high interest rates, rising living costs and ongoing economic uncertainty, we speak with financial planner Deepak Bansal about practical steps Australians can take to plan their finances for 2026, manage household budgets, reduce debt pressures, and build financial resilience in the year ahead.

Behind the Numbers: eMarketer Podcast
Welcome to 2026: AI Agents Manage Money and the Bank-Grade Stablecoin Economy | The Banking & Payments Show

Behind the Numbers: eMarketer Podcast

Play Episode Listen Later Dec 30, 2025 24:41


In today's episode, we explore consumers' use of agentic AI in their financial lives, and the development of stablecoin payment rails becoming “bank grade” in 2026. Join the discussion with host and Head of Business Development Rob Rubin, and Senior Analysts Grace Broadbent and Myra Thomas. Subscribe to EMARKETER's newsletters. Go to: https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: advertising@emarketer.com For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at podcast@emarketer.com For a transcript of this episode click here: https://www.emarketer.com/content/podcast-welcome-2026-ai-agents-manage-money-bank-grade-stablecoin-economy-banking-payments-show © 2025 EMARKETER Campaigns take flight with Viasat Ads. Unlock access to over 250 million passengers annually across leading global airlines, with high-engagement ad formats and real-time delivery. Viasat Ads provides access to a verified audience in a captive environment, so your message reaches passengers when they are ready to engage. Join their journey with Viasat Ads.

Calvary Community Church - Westlake Village, CA (Audio)
Money Matters - How to Manage Money God's Way

Calvary Community Church - Westlake Village, CA (Audio)

Play Episode Listen Later Nov 9, 2025 43:55


Pastor Brian Howard November 9, 2025 Proverbs 3:1-10

Own Your Hustle
How I Actually Manage Money as a CEO

Own Your Hustle

Play Episode Listen Later Nov 4, 2025 38:34 Transcription Available


Send us a textThis week I'm getting honest about financial fluency – the real kind.Not just income highs or headline months, but what's actually happening behind the scenes with savings, taxes, debt, and structure.Whether you're scaling to six figures or still finding your stride, this episode will shift the way you manage money as a CEO, not just a creator.Grab The Six Figure Month mini book here - A full breakdown on how $9 PDFs turned into a $100k month.Connect with me on Instagram here.

The Prof G Show with Scott Galloway
How AI Could Reshape Healthcare, How the Wealthy Manage Money, and the Case for a Third Child

The Prof G Show with Scott Galloway

Play Episode Listen Later Oct 20, 2025 26:03


Scott outlines a plan for fixing America's broken healthcare system in the age of AI, shares how wealthy people actually manage their money (and what everyone can learn from it), and reflects on one of his biggest personal regrets – not having a third child. Want to be featured in a future episode? Send a voice recording to officehours@profgmedia.com, or drop your question in the r/ScottGalloway subreddit. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The SaaS CFO
Sequence Raises $7.5M to Help Micro Businesses Manage Money and Cash Flow

The SaaS CFO

Play Episode Listen Later Aug 21, 2025 28:07


Welcome to The SaaS CFO Podcast! In this episode, host Ben sits down with Gilad Uziely, co-founder and CEO of Sequence (getsequence.io), for an open and insightful conversation about the rollercoaster journey of entrepreneurship and fintech innovation. Gilad shares his fascinating background—from growing up in Israel to building businesses across multiple industries, including hospitality and tech startups. The discussion dives deep into Sequence, a platform Gilad describes as “Zapier for money,” designed to help both individuals and small business owners seamlessly connect, automate, and manage their complex financial lives across various accounts. Gilad opens up about the challenges of pivoting from a failed neobank startup, the tough lessons learned through restructuring and fundraising (including wrangling 83 signatures to clean up a cap table!), and the resilience required to move forward. If you're interested in the realities of founding, pivoting, and scaling a SaaS company in the fintech world—or want a behind-the-scenes look at what it takes to build tools for micro-businesses and solopreneurs—this candid episode is for you. Gilad also shares his outlook on metrics that matter, building a strong company culture, and what's next for Sequence as they take on the challenge of simplifying how we manage money. Tune in to hear Gilad's remarkable journey, practical lessons for founders, and what it truly takes to turn setbacks into new opportunities. Show Notes: 00:00 "Program Your Money Easily" 04:29 Small Business Clients with Diverse Income 06:44 Business App for Revenue Tracking 11:16 Startup Pivot: Conviction and Blue Oceans 13:40 Fraudulent Users Increase Acquisition Costs 18:42 Critical Pivot Fueled by Investment 21:49 Targeting Small Business Customers 26:23 Cutting Acquisition Costs with Partnerships 27:27 "Join Sequence: Community & Content" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/sequence-raises-75-million-in-funding Gilad Uziely's LinkedIn: https://www.linkedin.com/in/giladuziely/ Sequence's LinkedIn: https://www.linkedin.com/company/getsequence/ Sequence's Website: https://www.getsequence.io/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Heavy Metal Money: The Podcast
How AI Is Changing the Way We Manage Money

Heavy Metal Money: The Podcast

Play Episode Listen Later Aug 19, 2025 10:43


How AI Is Changing the Way We Manage MoneyThis is an automated translation from the blogpost:How AI Is Changing the Way We Manage Money https://heavymetal.money/moneyandai Artificial Intelligence isn't just for robots and sci-fi movies—it's now headbanging its way into your bank account. In this blogcast episode of The Extreme Personal Finance Show, we break down how AI is transforming everything from budgeting apps to investing platforms and even your side hustles.We're talking robo-advisors, smart algorithms, and automated tools that can help you spend smarter, invest faster, and maybe even get your time back. If you've ever wondered how to use ChatGPT to slash your spending, find new ways to make money, or stop doomscrolling your budget into oblivion—this one's for you.Highlights:The rise of AI in personal finance toolsHow to use ChatGPT to cut costs, find deals, and plan smarterWhy trusting an algorithm could be your next financial power moveWays AI can boost your side hustles or reselling bizWarning signs: When automation leads to dumb money decisionsReady to shred your financial stress and let tech do the heavy lifting? Hit play, and let's crank up the volume on your financial IQ.Contact Chris:https://heavymetal.moneyhttps://www.facebook.com/MoneyHeavyMetalhttps://x.com/MoneyHeavyMetalhttps://www.instagram.com/chrislugerx`https://www.tiktok.com/@heavymetalmoneyemail: chris at heavymetal.money

The Andrew Cooperrider Show
Schools That Can't Manage Money

The Andrew Cooperrider Show

Play Episode Listen Later Aug 15, 2025 41:25


Woodford County Schools is preparing to pull out a loan in order to make payroll, and Fayette County Public Schools admits they actually don't know how much money they have. This leaves one to wonder why some "Republican" elected officials are choosing to target homeschoolers with extra scrutiny instead of the government schools.I also dig into the illegal immigrant driver license scandal.

schools republicans manage money fayette county public schools
Merging Into Life
How to Manage Money Stress and Build a Healthier Mindset

Merging Into Life

Play Episode Listen Later Jul 31, 2025 25:22


We all know the basics: spend less than you earn, save regularly, and avoid unnecessary debt. But if it were really that simple, we'd all be doing it. The truth is, our emotions drive more financial decisions than we realize. In this episode of Merging Into Life, Julien dives into the emotional side of money with Certified Financial Planner™ Eoin McGee. They explore how stress, habits, identity, and even childhood experiences shape the way we spend, save, and think about our financial futures.From subconscious spending triggers to lifestyle creep, Eoin offers practical advice for building better habits, starting with understanding your mindset.Follow Eoin: @eoin_mcgee

Budget Effect: How to Save Money, Pay off Debt, Improve your Mindset, and Love your Life, and start Budgeting as a Single Mom

Short answer? Absolutely not.In this episode, we're breaking down the stereotypes around Type A and Type B personalities—and how both types can thrive with budgeting. Whether you love color-coded spreadsheets and a perfect plan (hello, Type A!) or you're more go-with-the-flow and creative (hi, Type B!), budgeting can still work for you.We'll look at:The typical traits of Type A vs. Type B peopleHow both personality types can shine in their financial journeyWhat budgeting habits might feel easier—or harder—for eachAnd advice for building a budget that fits who you areBecause here's the truth: you don't have to change your personality to manage your money well. You just need a system that honors the way you naturally think and live.

Save 6 Figures with Gina Knox
207. Wealthy business owners know how to manage money

Save 6 Figures with Gina Knox

Play Episode Listen Later Jun 24, 2025 14:12


Register for my FREE wealth class for entrepreneurs hosted every week: https://ginaknox.co/masterclass-ad Join Small Business Money School: https://ginaknox.co/school Join the waitlist for the 7 Figure Wealth Mastermind: https://ginaknox.co/mastermind In this episode, Gina Knox discusses the critical aspects of managing money as a business owner, emphasizing that emotional management is far more important than mere bean counting. She explains how business owners face unique financial challenges and stresses the importance of pausing to process emotions before taking action. Gina introduces the concept of 'unbothered energy' as a way to navigate financial stress and encourages listeners to focus on emotional resilience to foster business growth. Timestamps: 00:00 - Rethinking Money Management02:53 - The Emotional Side of Business Finance05:45 - The Importance of Pausing Before Action09:07 - Unbothered Energy in Business11:59 - Beyond Bean Counting: The Path to Wealth Takeaways: Managing money is 90% about emotions and mindset. Business owners face unique financial challenges daily. Emotional reactions can dictate business decisions. Pausing before action can prevent self-sabotage. Unbothered energy helps in managing financial stress. It's crucial to feel emotions without letting them dictate actions. Rejection should not lead to drastic changes in strategy. Focus on feedback from paying customers, not those who say no. Financial literacy is important, but emotional management is key. Wealth building requires emotional resilience and strategic thinking. Category: Wealth Keywords: money management, emotional intelligence, business finance, wealth building, emotional resilience, financial strategy, business growth, unbothered energy, mindset, financial literacy

Morning Affirmations Meditation for Women
I Trust My Ability to Manage Money Wisely

Morning Affirmations Meditation for Women

Play Episode Listen Later Jun 14, 2025 11:32


Book your FREE 30 Minute Clarity Call with Jody now!   ⁠https://jody.as.me/womensmeditationnetworkclaritysession⁠ What is a Clarity Call? This is the first step to giving you the IMMEDIATE relief you crave and will help you to become "unstuck" as you walk the path towards a life of happiness, inner peace and fulfillment. During this call, we're going to explore your ideal life and vision for living the life that you desire. We'll talk about some of the challenges that are getting in your way, and I'll provide you with some practical tools to help you close the gap from where you are now, to your desired destination. Join Premium! Ready for an ad-free meditation experience? Join Premium now and get every episode from ALL of our podcasts completely ad-free now! Just a few clicks makes it easy for you to listen on your favorite podcast player.  Become a PREMIUM member today by going to -->⁠ ⁠⁠https://WomensMeditationNetwork.com/premium⁠ Join our Premium Sleep for Women Channel on Apple Podcasts and get ALL 5 of our Sleep podcasts completely ad-free! Join Premium now on Apple here -->⁠ https://bit.ly/sleepforwomen⁠  Join our Premium Meditation for Kids Channel on Apple Podcasts and get ALL 5 of our Kids podcasts completely ad-free! Join Premium now on Apple here → ⁠https://bit.ly/meditationforkidsapple⁠ Hey, I'm so glad you're taking the time to be with us today. My team and I are dedicated to making sure you have all the meditations you need throughout all the seasons of your life.  If there's a meditation you desire, but can't find, email us at ⁠Katie Krimitsos⁠ to make a request. We'd love to create what you want!  Namaste, Beautiful,

The Pete the Planner® Show
How AI is changing how we manage money

The Pete the Planner® Show

Play Episode Listen Later May 30, 2025 72:10


AI isn't coming for your wallet—it's already living in it. In this episode, Pete unpacks the surprising ways artificial intelligence is reshaping your financial life, from how your bank detects fraud to how scammers clone your voice. We explore the good (smart budgeting tools), the bad (AI-generated investment scams), and the weird (why your insurance premium changed without a human decision). Whether you're intrigued or uneasy, one thing's clear: ignoring AI in finance is no longer an option.

Personal Finance with Warren Ingram
Personal finance: How to manage money in a relationship

Personal Finance with Warren Ingram

Play Episode Listen Later May 6, 2025 19:21


Stephen Grootes discusses with Warren Ingram, financial advisor and Co-Founder of Galileo Capital, strategies for managing money within relationships. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

The Best of the Money Show
Personal finance: How to manage money in a relationship

The Best of the Money Show

Play Episode Listen Later May 6, 2025 19:21


Stephen Grootes discusses with Warren Ingram, financial advisor and Co-Founder of Galileo Capital, strategies for managing money within relationships. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

For the Gospel Podcast
How to Manage Money as a Christian: 10 Traits to Live By

For the Gospel Podcast

Play Episode Listen Later Apr 28, 2025 22:18


Whether you're a business owner, CFO, accountant, church treasurer, or just an everyday person trying to use your money wisely — this is for you. In this episode, Costi Hinn walks through 10 essential character qualities that every Christian must have in order to faithfully handle finances.

HOT FLASHES & COOL TOPICS
How to Manage Money in Midlife with Expert Debra Morrison

HOT FLASHES & COOL TOPICS

Play Episode Listen Later Apr 23, 2025 38:11


Are you afraid of your finances? Does the thought of looking at bank or credit card statements immediately increase your blood pressure?  This week we talking with financial expert Debra Morrison about how to overcome this very real fear of finances.  Debra has over 40 years of financial planning and asset management experience, she is an author and the creator of We Can Do It Women. Debra offers advice on where to start, how to manage you money and finally, how to create prosperity for women over 50.   Show Notes/Links: www.hotflashescooltopics.com Find Us Here! Website I [http://hotflashescooltopics.com/] Mail I [hotflashescooltopics@gmail.com] Instagram I [https://www.instagram.com/hotflashesandcooltopics/] Facebook : [www.facebook.com/hotflashescooltopics] Twitter I [https://twitter.com/CoolFlashes] YouTube I [https://www.youtube.com/@HotFlashesCoolTopics] Pinterest I [https://www.pinterest.com/hcooltopics/] Want to Leave a Review for Hot Flashes and Cool Topics? Here's How: For Apple Podcasts on an iPhone or iOS device: Open the Apple Podcast App on your device. Click on the “search” icon Type into the search bar “Hot Flashes and Cool Topics” and click on the show Towards the bottom, look for “Ratings and Reviews” Click on “Write a Review” and leave us your thoughts and comments! For Apple Podcasts on a computer: On the Apple Podcasts website, go to the search bar and type “Hot Flashes and Cool Topics” After clicking on the show, find the “Listen on Apple Podcasts” button and click on it The “Hot Flashes and Cool Topics” podcast should open on the Apple Podcasts application Keep scrolling on the page until you see “Ratings and Reviews” Click on “See All” If you want to give us a five-star rating, hover over the empty stars! If you want to leave your thoughts and comments, click on “Write a Review”!

Somatic Wisdom
S6 E9 Dana Miranda, Author of You Don't Need a Budget: Stop Worrying About Debt, Spend Without Shame, and Manage Money with Ease

Somatic Wisdom

Play Episode Listen Later Apr 13, 2025 56:51


Hello Listeners, To view a machine-generated transcript of this conversation, see this Descript link.  For more on Dana's book check out this link. You can find her book online, at libraries, and most bookstores.  Our first conversation from Somatic Wisdom is linked here.  *** We would love to hear your thoughts or questions on this episode via SpeakPipe: https://www.speakpipe.com/SomaticWisdomLoveNotes To show your gratitude for this show, you can make a one-time gift to support Somatic Wisdom with this link. To become a Sustaining Honor Roll contributor to help us keep bringing you conversations and content that support Your Somatic Wisdom please use this link. Thank you! Your generosity is greatly appreciated! *** Podcast editing and production by: Laura Pritchard Music credit: https://www.melodyloops.com/composers/dpmusic/ Cover art credit: https://www.natalyakolosowsky.com/ Cover template creation by Briana Knight Sagucio  

PayPod: The Payments Industry Podcast
How Digital Banking Helps Investors Manage Money Efficiently Tomas Navickas

PayPod: The Payments Industry Podcast

Play Episode Listen Later Mar 28, 2025 27:37


Episode Topic In this episode, we dive into the world of fintech innovation with Tomas Navickas, the CTO and co-founder of myTU. He shares insights on how myTU is transforming digital banking and enhancing financial accessibility. As a leader in the industry, Tomas discusses the challenges of scaling a fintech startup, the role of technology in financial services, and how myTU aims to simplify money management for individuals and businesses. Lessons You'll Learn This episode will equip you with key insights into modern banking solutions and the fintech landscape. You'll discover how emerging financial technologies are reshaping the industry and what it takes to drive innovation in digital payments. Tomas also shares practical advice on entrepreneurship in fintech, the importance of security and compliance, and how businesses can leverage fintech solutions to streamline operations. About Our Guest Tomas Navickas is a seasoned fintech expert and technology leader with a passion for financial innovation. As the CTO and co-founder of myTU, he has played a pivotal role in shaping the platform's vision, focusing on secure and user-friendly digital banking solutions. His expertise spans software development, financial technology, and business strategy, making him a key figure in the industry's digital transformation. Topics Covered The evolution of digital banking Challenges of building a fintech startup The future of financial technology How myTU is changing money management  

So Money with Farnoosh Torabi
1803: Ask Farnoosh: How Will Interest Rates Affect My Money? How Can I Stay Involved If I Don't Manage Money in My Relationship??

So Money with Farnoosh Torabi

Play Episode Listen Later Mar 21, 2025 26:30


This week on Ask Farnoosh, I'm sharing highlights from a financial literacy workshop I hosted at the Bloomfield Library, where I met incredible women navigating major financial crossroads—some filled with uncertainty, others with courage and clarity.In this episode, I answer:What to do when your parents disapprove of your marriage because you earn more than your partner and have taken on a traditionally “masculine” role.How to stay financially informed and empowered even if your spouse handles most of the household finances.Whether a newly single mom who recently lost her partner should sell her home and move to a more affordable area—and how to approach that big decision with confidence.Plus: A quick breakdown of the Fed's latest interest rate decision—what Chair Jerome Powell said, why rates are holding steady, and what it means for your mortgage, savings, and debt.

Personal Development Trailblazers Podcast
Want to Manage Money Better? Start Talking About It! With Skyler Fleming

Personal Development Trailblazers Podcast

Play Episode Listen Later Mar 14, 2025 14:54


Welcome to the Personal Development Trailblazers Podcast! In today's episode, we're talking all about how we manage money better when we openly discuss it.When Skyler Fleming started working at a credit union call center, he didn't realize how much he would grow to love learning, talking, and teaching about money. Now, he finds himself working to become a CFP and helping people through his podcast Money Talk with Skyler Fleming, along with financial coaching. With over 150 episodes and counting, he's learned so much about the importance of talking about money. He's excited to continue to learn and teach about money.Connect with Skyler Here: https://www.tiktok.com/@moneytalk.skylerfleminghttps://www.instagram.com/moneytalk.skylerfleming/https://www.threads.net/@moneytalk.skylerfleminghttps://www.linkedin.com/company/moneytalk-skylerfleming/moneytalkwithskylerfleming.comGrab the freebie here: https://moneytalkwithskylerfleming.com/===================================If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends.Thanks for watching the Personal Development Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com.Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-applicationDIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

So Money with Farnoosh Torabi
1793: The #1 Framework for Modern Couples to Manage Money

So Money with Farnoosh Torabi

Play Episode Listen Later Feb 26, 2025 31:15


Most couples struggle to get on the same page regarding money and relationships. Less than 40% of married couples discuss their finances in detail—a staggering statistic that often leads to miscommunication, conflict, and, for some, divorce. But today's guests, Jessica and Brandon Norwood, are trying to change that narrative.Jessica and Brandon are the dynamic duo behind The Sugar Daddy Podcast, a show dedicated to helping millennials break the stigma around money conversations and build wealth as a team. As a married couple who have navigated everything from student loans to merging their financial lives, they bring a wealth of personal and professional insight. Jessica, a tech professional and the breadwinner in their family, and Brandon, a licensed financial planner, have developed a proven 5-step framework for creating financial harmony in relationships.In this episode, we dive into:The importance of shared values and financial alignment—why dreaming big as a couple is key.Tackling financial dealbreakers—and why financial infidelity might be a red flag you can't ignore.What it's like being a female breadwinner—and how Jessica and Brandon embrace modern parenthood and partnership.And a bold take on affording kids—why waiting for financial “readiness” might mean you'll never leap.Check out this download to better understand the couple's D.R.E.A.M Framework for navigating money in your relationship.

Money Isn’t Scary - Money Mindset, Money Anxiety, Intentional Spending, Saving Money, Money Management

This week on the pod, I'm sharing my conversation with the incredible Dana Miranda. Dana is a Certified Educator in Personal Finance (CEPF), an author and a personal finance journalist. In her recent book, You Don't Need A Budget -Stop Worrying about Debt, Spend without Shame, and Manage Money with Ease", she writes about how capitalism impacts the ways we think, teach and talk about money. She's the founder of Healthy Rich, a platform for inclusive, budget-free financial education, working with organizations, schools and companies dedicated to making money better for folks who are often left out of the conversation about money   Find More From Dana:  Get her book: https://www.youdontneedabudget.com/ Subscribe to Healthy Rich and Listen to her podcast: https://www.healthyrich.co/   -------------------------------------------------------------------------------------------------------- Are you interested in working 1:1 with me? I'm now officially a Certified Money Coach (CMC)® where I work with you to create greater balance, a higher consciousness and help you transform your relationship with money. This goal of this work is to guide you to a deeper understanding of the unconscious beliefs and patterns we carry that create stress and fear and hold us back from living the life that you want. You can book a quick 15-minute call here so I can learn more about you and your goals for the program.  I'm so excited to be able to connect with you on a deeper level and help you discover what's blocking you from living the life you really want! 

Struggle Care
130: You Don't Need a Budget with Dana Miranda

Struggle Care

Play Episode Listen Later Feb 3, 2025 61:16


Money, money, money—-today's show is all about money! I'm joined by Dana Miranda, the author of You Don't Need a Budget: Stop Worrying about Debt, Spend without Shame, and Manage Money with Ease. Dana is here to discuss debt from a refreshing perspective, and she shares her best advice about how to proceed after finding your financial footing. Having a budget is NOT the answer to all of your money problems. Join us for expert advice from Dana! Show Highlights: Dana's path to the work she does today Money decisions are not purely black and white. What it means to be “Healthy Rich” (Check out Dana's podcast: Healthy Rich.) Financial education is more than the demonization of debt. The fascination with shame as a way to bring behavior change around money (Does it really help to yell at people?) A healthy (and different) approach to debt Debt is strategic for the wealthiest 1%?? How? Understanding how debt products work and impact your credit score With debt, negotiation is always a possibility. Give it a try. Dana's advice about debt products and red flags to look for Societal attitudes toward “acceptable debt” Addressing the gaps in financial knowledge for the typical American who finally achieves financial stability Accessible financial advice is available—where to look and who to trust Dana's book: Who is it for and how can it help? Resources and Links: Connect with Dana Miranda: Healthy Rich podcast and You Don't Need a Budget book Connect with KC: Website, TikTok, Instagram, and Facebook Get KC's book, How to Keep House While Drowning We love the sponsors that make this show possible! You can always find all the special deals and codes for all our current sponsors on our website: www.strugglecare.com/promo-codes. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Next Big Idea Daily
Throw Away Your Budget

The Next Big Idea Daily

Play Episode Listen Later Jan 28, 2025 15:06


Today, five big ideas from "You Don't Need a Budget: Stop Worrying About Debt, Spend Without Shame, and Manage Money with Ease" by Dana Miranda.

The Sugar Daddy Podcast
71: How to Manage Money as a Couple Using the D.R.E.A.M Framework

The Sugar Daddy Podcast

Play Episode Listen Later Jan 7, 2025 41:56 Transcription Available


In this episode, Jess and Brandon unveil their D.R.E.A.M framework for couples, designed to facilitate meaningful discussions about money by focusing on emotional connections rather than just numbers. They explore the importance of diving into personal money histories, reflecting on their impact, engaging in shared goals, taking action, and ongoing management to foster strong financial partnerships.If you're ready to have better conversations about money with your partner in 2025, then this episode is for you. Watch this episode in video form on YouTubeIf you'd like to leave us a question to be answered during future episodes, you can leave us a voicemail To apply to be a guest on the showYou can email us at: thesugardaddypodcast@gmail.com Be sure to connect with us on socials @thesugardaddypodcast - we are most active on InstagramSchedule a free 30-minute introductory call with Brandon Please remember to subscribe, rate, and review the show.Notes from the show:

Money Life with Chuck Jaffe
StratFi's Lee on 2025: 'The trend is your friend til it bends or ends'

Money Life with Chuck Jaffe

Play Episode Listen Later Dec 31, 2024 60:41


Jim Lee, founder at StratFi, says investors can be "reasonably optimistic" about the first half of 2025, but says that by the time June rolls around "I'd start to get careful." Among the technical indicators Lee leans on is the "Kitchin Cycle," which runs 180 weeks (or three and a half years) and has a solid record over the last century, and the cycle is showing a market peak at the start of March in 2025. Less says the market has the momentum to keep rolling, but not too far past that peak in the Kitchin Cycle. Also on the show, Dana Miranda of the Healthy Rich newsletter discusses her new book, “You Don't Need a Budget: Stop Worrying About Debt, Spend Without Shame and Manage Money with Ease,” Rita Assaf discusses the annual Financial Resolutions Study out from Fidelity, which showed a strong desire for "a year of living practically" in 2025, and Chuck discusses ways to measure the success of 2024, and how it fits into the big picture of both the market and of our personal lives.

So Money with Farnoosh Torabi
1762: The #1 Framework for Modern Couples to Manage Money

So Money with Farnoosh Torabi

Play Episode Listen Later Dec 16, 2024 31:38


Most couples struggle to get on the same page regarding money and relationships. Less than 40% of married couples discuss their finances in detail—a staggering statistic that often leads to miscommunication, conflict, and, for some, divorce. But today's guests, Jessica and Brandon Norwood, are trying to change that narrative.Jessica and Brandon are the dynamic duo behind The Sugar Daddy Podcast, a show dedicated to helping millennials break the stigma around money conversations and build wealth as a team. As a married couple who have navigated everything from student loans to merging their financial lives, they bring a wealth of personal and professional insight. Jessica, a tech professional and the breadwinner in their family, and Brandon, a licensed financial planner, have developed a proven 5-step framework for creating financial harmony in relationships.In this episode, we dive into:The importance of shared values and financial alignment—why dreaming big as a couple is key.Tackling financial dealbreakers—and why financial infidelity might be a red flag you can't ignore.What it's like being a female breadwinner—and how Jessica and Brandon embrace modern parenthood and partnership.And a bold take on affording kids—why waiting for financial “readiness” might mean you'll never leap.Check out this download to better understand the couple's D.R.E.A.M Framework for navigating money in your relationship.

McLean Bible Church
A Better Way To Manage Money

McLean Bible Church

Play Episode Listen Later Nov 24, 2024 54:41


A Better Way To Manage Money (Matthew 6: 19-34) || Here as it is in Heaven || Mike Kelsey 

Wealth Over Now Money Files
147 | Unpacking Your Severance: How to Manage Money During A Layoff

Wealth Over Now Money Files

Play Episode Listen Later Oct 29, 2024 12:28


We don't talk about it often but one fear you might face as a W2 employee is a layoff.  In a matter of moments, you can go from feeling secure to financial insecurity.   In this episode, I discuss how to navigate a layoff and offer valuable tips on managing a severance package effectively. I start with a practical exercise to help you determine your "minimum viable number" through a budget analysis. I also recommend applying for unemployment benefits or assistance to make your severance last longer. Additionally, I explain how to structure your withdrawals like a regular paycheck and why understanding your finances empowers you to negotiate future job offers effectively.  Whether you're worried about being laid off or know someone who is, this episode is for you! Tune in for advice on making the most out of your severance package. Learn how to manage your severance package after a layoff and listen for these key insights… [01:25] Why debt should not be your number one concern [04:39] Calculating your minimum viable number to live off of [07:18] Leveraging your severance to continue the paycheck cycle Tune into this episode of Money Files to learn how to make the most out of your severance package.  Get full show notes and the episode transcript: https://wealthovernow.com/unpacking-your-severance-how-to-manage-money-during-a-layoff/ Links mentioned in this episode… Set up a call | Financial Coach Washington, DC | Wealth Over Now Download my FREE spending plan

THE IDEAL BALANCE SHOW: Real talk, tips & coaching on everything fitness, family & finance.

Snag Our Simplified Budget System! In this inspiring episode, Shana and Vanessa sit down with Chelsea, a nurse practitioner, business owner, wife, and mother of three, who transformed her chaotic financial situation into one of clarity and control. Chelsea opens up about her long struggle with debt, credit cards, and financial overwhelm, and how a simple, personalized system changed everything for her and her family. Chelsea talks about the pressures of managing finances with multiple income streams, a busy lifestyle, and the weight of feeling financially stuck. She shares how using other financial systems made her feel defeated and confused, until she found Shana and Vanessa's coaching and their easy, automated budgeting system. In just six months, Chelsea and her family paid off nearly $30,000 in debt while still enjoying life—including family camping trips, fishing outings, and more! If you're juggling a busy career, family life, and financial stress, Chelsea's story will encourage you to embrace simplicity, make time for financial clarity, and understand the power of small, consistent changes. Financial Systems Should Work for You: Chelsea shares how the mindless simplicity of the Budget Besties system allowed her to focus on life while her money worked in the background. Shame-Free Coaching: One of Chelsea's biggest breakthroughs was releasing the embarrassment she felt around money, thanks to the non-judgmental, supportive approach of Shana and Vanessa. Planning for Real Life: From unexpected camping trips to big expenses, Chelsea learned how to budget in a flexible way that kept her on track without feeling restricted. Key Takeaways:Breaking Generational Cycles: Now, Chelsea and her husband are teaching their kids about money in a healthy, proactive way, ensuring they don't repeat the same financial mistakes. 4 Ways To Connect With Us: 1️⃣ FREE CALL: Book your FREE 20-Minute Financial Coaching Call now! Get personalized advice and start your financial journey ➡︎ https://www.budgetbesties.com/freecall  2️⃣ FACEBOOK: Become part of our Supportive Facebook Group. Connect, share, and learn with others mastering their budget skills ➡︎ https://www.budgetbesties.com/facebook  3️⃣ BUDGET: Grab our Signature Budget Template! It's your key to organizing and optimizing your finances effectively ➡︎ https://budgetbesties.com/budget  4️⃣ COACHING: Ready to dive deep into your finances? Sign up for 1-on-1 or Group Financial Coaching. It's the accountability and guidance you need to make real progress ➡︎ https://budgetbesties.com/coaching  "I love Shana & Vanessa and this podcast is amazing!" < If that sounds like you, please consider rating and reviewing our show! It helps us to reach more people – just like you – to help them change their financial future. Don't forget to follow the show so you don't miss any episodes! And, if you're feeling really generous, we'd be SO honored if you would share this podcast with someone.  Click here to view our privacy policy. This description may contain affiliate links, meaning we may get a commission at no cost to you if you click & purchase!  

Motley Fool Money
How US Presidents Manage Money

Motley Fool Money

Play Episode Listen Later Jul 6, 2024 28:39


Reagan knew how to budget. Jefferson knew how to party. Megan Gorman is the author of the upcoming book, “All the Presidents' Money: How the Men Who Governed America Governed Their Money.” Gorman is also the founding partner of Chequers Financial Management Robert Brokamp caught up with Gorman for a conversation about: - What FDR, a “bit of a trust fund kid,” did if he needed money. - How Ronald Reagan's humble beginnings impacted his finances. - Why a Great Depression president was a great investor. Host: Robert Brokamp  Guest: Megan Gorman Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Millennial Money
My Partner is 10 Years Older: How Do We Manage Money Together

Millennial Money

Play Episode Listen Later May 31, 2024 36:11


In this vault, Ask Shannah, I'm sharing how to plan financially as a couple with a large age gap. My husband and I have a nine-year age gap, and there are a few things we need to do differently at different stages of life. Money as a couple is stressful enough, but there are a few things to consider when you have a large age gap. I'm sharing a bit from my relationship and other couples I've worked with. LINKS 1:1 Money Coaching with Shannah Wild Business Growth podcast episode The Money Nerds podcast Freebie - 10 Money Questions to Ask Yourself Free Money Guide https://etmpod.link/10moneyq  Follow me on Instagram  Leave a 5-star Review here https://ratethispodcast.com/etm.  Subscribe to our YouTube Channel https://www.youtube.com/@EveryonesTalkinMoney SPONSORS Thanks to ASPCA for sponsoring the show. To explore coverage, visit ASPCApetinsurance.com/ETM. Thanks to Notion for sponsoring the show. Notion is my go-to tool for managing notes, to do lists, and action items. Try Notion for free when you go to Notion.com/ETM. Thanks to OneSkin for sponsoring the show. Get 15% off OneSkin with the code ETM at https://www.oneskin.co/  Thanks to Quince for sponsoring the show. Go to http://www.quince.com/etm for free shipping on your order and 365-day returns.  Thanks to NerdWallet for sponsoring the show. Don't wait to make smart financial decisions. Compare and find smarter credit cards, savings accounts, and more today at www.nerdwallet.com. Thanks to Monarch for sponsoring the show. ​​After trying out Monarch for myself, I understand why it's the top-rated personal finance app. Listeners of this show will get an extended thirty-day free trial when you go to www.monarchmoney.com/ETM.  Thanks to EarnIn for sponsoring the show. Just download the EarnIn app in Google Play of the Apple App store and use code Talkin Money under Podcast. Thanks to Noom for sponsoring the show. Start taking control of your weight management and join the millions who have lost weight with Noom. Sign up for your TRIAL today at www.noom.com.   Thanks to ButcherBox for sponsoring the show. Sign up today at www.butcherbox.com/etm and use code ETM to get $20 off your first order. Thanks to DelelteMe for sponsoring the show. Today get 20% off your DeleteMe plan when you go to www.JoinDeleteMe.com/ETM and use promo code ETM at checkout.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Beyond Markets
How we Manage Money: Performance and Risk

Beyond Markets

Play Episode Listen Later May 2, 2024 17:05


Julius Baer Chief Investment Officer Yves Bonzon joins journalist Hanna Wise to take a closer look at Julius Baer's investment strategy. In this third and final episode they look at performance and risk and how this impacts investors.  Yves shares how we analyze and assess performance, how to avoid "bad" performance and what "healthy" performance looks like, especially in a volatile market. He also talks about the risks involved with performance, how we mitigate those risks, and how he measures his success as a CIO.

HerMoney with Jean Chatzky
Ep 419: What Your Culture Says About The Way You Manage Money

HerMoney with Jean Chatzky

Play Episode Listen Later Apr 17, 2024 43:22


Navigating money issues with your family is hard. Navigating money issues with your family is even harder when you're a first-generation American. First-generation children of immigrants face unique cultural and emotional barriers and often find themselves at the intersection of building a financial life for themselves and supporting their parents financially.  Gigi Gonzalez found herself at the intersection of this dilemma when she got serious about her finances and realized the information she was reading didn't align with her lived experience or her values, so she started posting about it on TikTok. Listen in to hear why she quit her job in finance to become a full-time content creator and her advice on what to do when your personal finance goals clash with your family's money expectations.  In Mailbag, we talk about the best investment options for a young kid and a listener who doesn't have much saved for retirement and is wondering if she can take out a loan every so often to pay for her mortgage. In our news of the week, the new magic number for retirement, the best time to sell your house this year, and what to do if you still owe the IRS money. Takeaways: TikTok can be a powerful platform for spreading financial literacy and building a personal brand. First-generation Americans face unique challenges in wealth building due to cultural expectations and a lack of financial education. Setting money boundaries with family can be challenging but necessary for financial well-being. It is important to find a balance between paying off debt and investing. Chapters: 00:00:00 - Introduction and Financial News Update 00:06:07 - Gigi's Financial Education Journey 00:09:04 - Transition from Finance Job to Content Creator 00:11:43 - Challenges as a First-Generation American 00:15:24 - Setting Financial Boundaries with Family 00:23:55 - Improving Financial Habits in Marriage 00:26:01 - Investing While in Debt 00:27:49 - Mailbag Segment 00:29:59 - Listener Question on Investing for Child's Future 00:33:54 - Listener Question on Managing Finances Pre-Retirement Join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe! The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney. Please contact advertising@airwavemedia.com if you would like to advertise on our podcast, and to learn more about Airwave, head to www.airwavemedia.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Beyond Markets
How we Manage Money: Asset Allocation

Beyond Markets

Play Episode Listen Later Apr 4, 2024 17:28


When it comes to building your investment portfolio, asset allocation is key. For Julius Baer Chief Investment Officer Yves Bonzon, finding an asset allocation breakdown that meets your individual needs and that you can withstand, even in the case of extreme shocks, makes all the difference.  In the second episode of our How we Manage Money series, Yves Bonzon explains the do's and don'ts of portfolio construction, the difference between strategic and tactical asset allocation, and how investors can build a truly diversified portfolio that won't keep them up at night.