Podcasts about managing finances

Money can really complicate relationships. On this episode of the Friends With Money Podcast, hosted by Money's Vanessa Walker, writer Nicola Field discusses ways to have healthy financial relationships, even when things go wrong. They explore how to maintain healthy financial relationships, the realities and statistics of marriage and divorce in Australia, and key factors like transparency, communication, and financial goals in relationships. Field emphasises the importance of financial binding agreements, managing finances together, and strategies for protecting and distributing assets and inheritances. 00:19 Exploring Money and Relationships 01:22 The Reality of Relationship Longevity 02:34 Positive Financial Signs in Relationships 03:27 Red Flags in Financial Relationships 04:22 Understanding De Facto Relationships 05:30 Protecting Yourself Financially in Relationships 07:15 Managing Finances as a Couple 08:41 Superannuation and Family Dynamics 10:37 Navigating Separation and Divorce 12:46 Blended Families and Financial Protection 14:59 Designing an Inheritance #friendswithmoney #vanessawalker #nicolafield #relationships Listen on Apple Podcasts Listen on Spotify Money Website YouTube Podcast Playlist Email Us: podcast@moneymag.com.au Get stories like this in our newsletter: bit.ly/3GDirbRSee omnystudio.com/listener for privacy information.

Chris Contreras, Managing Director of Funding Supreme, discussed his journey from leaving a tech role to founding Funding Supreme, which surpassed $1 million in revenue in its first year. He highlighted the importance of separating personal and business finances, sharing his experience of securing a $40,000 American Express card for his previous venture. Chris emphasized the need for entrepreneurs to understand credit and financial management. He also mentioned the growth of his social following from 16,000 to over 118,000 in 18 months. Funding Supreme focuses on providing capital access to small businesses and plans to expand its services. Timestamp Introduction and Welcome 0:00 Chris Contreras' Journey and Business Ventures 1:06 Challenges and Solutions in Accessing Capital 2:39 Building a Social Following and Content Strategy 9:23 Working with New Founders and Client Relationships 12:19 Future Plans and Business Growth 16:06 Team Dynamics and Personal Life 17:09 Differences Between Executive Roles and Entrepreneurship 19:04 Advice on Managing Finances and Credit 22:26 Closing Remarks and Contact Information 24:26

In this week's episode of Search with Candour, Jack Chambers-Ward is joined by returning guest Matt Kohli.In his third appearance, Matt details his journey from being a freelancer to starting his own marketing agency, Fortitude Marketing.The conversation covers the challenges of transitioning roles, the importance of building a reliable team, learning to trust others, and not overpromising to clients and focusing on delivering results.Matt's recommendations

Managing family finances can be stressful. Where do we start? How do we ensure financial stability and set goals for our family? How do we set financial goals together as a family and build a legacy for future generations?In this episode, host Ee Jay chats with Alvin Neo, a wealth advisor at Providend. Alvin shares practical tips on sustainable financial management, setting family financial goals, and teaching children financial literacy.--Invest in the things that matter.Date with Dad is an opportunity for fathers to affirm and celebrate their teen daughter's journey toward being a confident young woman, and to further build the father-daughter relationship through connection over intentional activities and conversations. Find out more at www.family.org.sg/DateWithDad.--Do you have a question for us, or a topic you would like to hear about? Drop us an email at ParentEd@family.org.sg. --If you have enjoyed this episode, please leave us a rating and review on Apple Podcast or Podchaser. It'll be very helpful for others to find our podcast. You can also help us by copying this link www.family.org.sg/parentedpodcast to share with your friends.You can also support us by giving monthly. We appreciate your generous giving as every dollar helps to sustain our efforts in strengthening families. Do note that if you are based in Singapore, one-time gifts above SGD$50 or monthly donations above SGD$10 are eligible for 250% tax-deductible benefits.

In this episode, Mitch and Mills dive into one of the biggest relationship game-changers—money. How you and your partner handle finances can either build trust or create tension, and social media isn't making it any easier. They break down:

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Managing Finances God's Way is the topic that will be discussed today on RIOT Podcast, a Christian Discipleship Podcast.

Sign up for the Free Training:How to Build Wealth WITHOUT Going On A Strict Budget → Click here to watch now.Struggling to save, stuck in the debt cycle, or wondering where all your money goes? If you make good money but still feel like you're not getting ahead, let's change that. In a complimentary Financial Clarity Consultation, I'll help you identify what's keeping you stuck, show you exactly what to focus on next, and give you a clear plan to start building real wealth. No pressure, no sales pitch—just real solutions. And if we both decide it's a good fit, I'll share how we can work together to make it happen. Click Here to book your consultation now! Ready to finally Stop Overspending?Start The Stop Overspending Course today → Click here to enroll. Click Here to open an Account with Ally Bank Using My Referral Link. Where to Find Me: Subscribe to Wealthy Wednesdays Newsletter: Get insights & updates → Click here to join. Follow Me on Instagram → @germainefoleycoaching...

Send us a textKen Duplay is Chief Financial Officer of the Northeast Ohio Regional Sewer District, and in this episode he shares insights from his 21-year career on the strategic art of setting sewer and stormwater rates, our meticulous five-year planning cycle, and managing debt. It's a thought-provoking look at the financial strategies that keep our essential infrastructure running smoothly.

Imagine breaking free from financial stress and unlocking true wealth—not just in your bank account, but in your life. That's the transformation Thomas Blottenberger offers. This financial maverick doesn't just manage money; he revolutionizes your relationship with it. Using Nobel Prize-winning strategies and a focus on your deepest purposes, Thomas turns anxiety into empowerment, scarcity into abundance. Ready to rewrite your financial story and live with genuine freedom? Thomas Blottenberger might just change your life.

Snag Our Simplified Budget System! In this heartwarming episode, we're joined by our friend and former client, Megan Gephardt, who shares her inspiring financial transformation journey. Megan, a wife, mom to three boys, army veteran, and now entrepreneur, takes us through her whirlwind of life transitions—from exiting the military to building a sustainable business—all while embracing financial clarity and intentionality. Together, we discuss how Megan went from managing two chaotic households and feeling intimidated by money to confidently stewarding her family's finances, paying off significant debt, and even creating space for once-in-a-lifetime experiences like traveling and a peaceful home birth. Megan's story is proof that incremental progress and personalized systems can lead to profound peace and freedom. Whether you're juggling kids, career changes, or just trying to figure out where your money is going, this episode is packed with encouragement and practical wisdom. The Power of Financial Coaching: How Megan transitioned from overwhelm to confidence by creating systems that aligned with her family's values. Overcoming Financial Barriers: The mindset shifts Megan made to tackle debt, build savings, and create a sustainable plan for big life transitions. The Beauty of Progress Over Perfection: Why taking small, consistent steps led to lasting financial peace. Living Bougie on a Budget: How Megan embraced intentional spending without sacrificing her family's quality of life. Empowering Your Family: The impact financial clarity had on Megan's marriage and ability to serve her family and business.

“God's Word says that when a man and woman get married, they become one flesh. And that one-flesh relationship is in every aspect of your marriage, including your finances. So, it's important that you have that communication, that transparency, that level of trust with each other.” In this episode, Lauren Boner interviews Rev. Basil and Laura Makharita about managing finances as a married couple. However, this episode isn't just for those who are married! It's rich with principles and tips to help any individual manage their finances and delves deep into Scripture pertaining to the topic. Enjoy hearing these ministers give a wisdom-filled, personal, and practical talk that is sure to encourage you and help you to thrive in this important category of life. Conversation Links: Matthew 6:33 II Corinthians 3:5 I Timothy 6 I Timothy 6:6 Psalm 37:25 Luke 6:38 Mark 10:17-31 Romans 12:1 Judges 7 Malachi 3:10 Romans 12:2 Numbers 23:19 II Peter 1:3 Proverbs 22:7 Habakkuk 2:2 Genesis 2:24 Romans 8:37 Ecclesiastes 4:9,10 The Total Money Makeover The Way Magazine Mar/Apr 2024, “The Chaff Must Go!” The Way Magazine Nov/Dec 2023, “Far-Reaching Professional Success” The Way Magazine May/Jun 2023, “Rich Toward God” The Way Magazine Jan/Feb 2023, “Giving Graciously” The Way Magazine May/Jun 2022, “Receiving God's Abundance” The Way Magazine Mar/Apr 2022, “Proving God's Word by Tithing and Abundantly Sharing” Giving: The Prosperity Principle To Learn More about The Way International: https://linktr.ee/thewayintl https://www.theway.org/contact-us/ Certain opinions expressed in this podcast may or may not represent the views of The Way International. All music used is either owned by The Way International, is used with permission, has been purchased for use, or is in the public domain.

In this episode of the Shared Practices Podcast, hosts Dr. Scott Leune and Dr. Richard Low dive into the essential financial strategies every dental practice owner needs to master. From managing cash flow and budgeting for growth to building financial resilience, they share actionable advice to help you take control of your practice's finances and ensure long-term profitability. Whether you're a seasoned practice owner or just starting out, this episode offers practical insights to help you think like a CEO and make sound financial decisions that align with your practice goals.

Welcome to The Vault with Financielle. In Episode 35 of The Vault, we discuss this week's controversial opinion, “Everyone should elope”, before diving into our listener dilemmas: “Should I prioritise building wealth or invest ethically?”

This evening we look at market moves with Makwe Fund Managers, the Competition Commission joins us to discuss e-commerce regulations as Shein and Temu up their SA footprint, Outa discusses excessive fuel levies impacting consumers, we speak to Adams & Adams about trade mark laws and protecting consumers against counterfeit goods. Ninety One discusses remaining patient in turbulent conditions, and we chat to Momentum about navigating finances in the middle of a divorce. SAfm Market Update - Podcasts and live stream

Justin Castelli is a life planner, advisor, and creator. He is the founder of RLS Wealth, a registered investment adviser based in Fishers, Indiana, a co-founder of Advisors Growing as a Community (The AGC), the host of the LifeDesign+ podcast, and author of the Daily Notes. But, most importantly, he is a husband and a father to three boys.  Justin has been in the profession since graduating from college in 2004 and has had a unique journey giving him experience and exposure to different versions of a financial advisor before launching RLS Wealth in 2015 to have more control over his life and business. Since moving to the independent RIA space with RLS Wealth, Justin was named a top advisor to watch by Financial Advisor Magazine in 2019 and has been the recipient of Investopedia's 100 Most Influential Advisors in 2019-2023, Investment News 40 under 40 in 2020, and a ThinkAdvisor Luminary in 2021. Passion is the driver behind all of Justin's endeavors and experiments in life and he is inspired to help more people find their passions and purpose in life to live their authentic lives. Takeaways: The Value of Financial Planning The Pursuit of an Authentic Life Pivoting and Learning from Wrong Paths Embracing Lightness and Regret-Free Living The Connection Between Living an Authentic Life and Managing Finances Aligning Passions and Financial Rewards The Impact of Thoreau's Walden on the Pursuit of an Authentic Life The Significance of The Alchemist in Justin's Journey as a Creator Creating Authentically Building Long-Term Relationships Lessons from Every Event Defining Success: Being True to Myself Podcast Program – Disclosure Statement Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm's employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.

Can mastering the principles of a CFO unlock personal and professional financial freedom? Join Dr. Felecia Froe as she converses with Ahuva Gruen, a veteran Fractional CFO whose insights transform the complex finance world into actionable everyday life strategies. From her earliest ventures at just five years old to her profound impact on businesses and families, Ahuva shares stories and advice that resonate with anyone aiming to enhance their financial well-being. Expect to uncover the essentials of budgeting, strategic planning, and the liberating power of financial knowledge. Whether you're managing a household budget or a business's finances, this discussion offers invaluable tools to take control of your economic destiny.   We invite you to listen to the full podcast to learn how to redefine your money management and personal growth approach.   00:00 - Meet Ahuva Gruen and Her Financial Journey 03:04 - The Role of Financial Strategy in Business and Personal Life 10:27 - Financial Independence: Empowering Women to Take Control 18:00 - CFO Mindset: Applying Business Principles to Household Finances 25:36 - The Power of Budgeting and Planning for the Future 34:22 - Support Systems: Surrounding Yourself with Financial and Emotional Encouragement   Connect with Ahuva! LinkedIn: https://www.linkedin.com/in/ahuvagruen/ Be the Boss of Your Own Money and Own Your Future. Connect with us and Discover Investment Strategies Designed to make a Difference. Website: https://moneywithmission.com Linkedin: https://www.linkedin.com/in/moneywithmission   Key Quotes:  "Discipline is choosing between what you want now and what you want most."  - Ahuva Gruen   "You can't be everywhere. Focus on your strengths, delegate the rest, but always stay informed."  - Ahuva Gruen

#muslimprofessionals are at various career and earnings levels, and there's always a need to understand finance. What are stocks? Why should I put money into a 401(k) or a Roth IRA? How do I exercise my shares? How can I keep my money halal? The list goes on! ​Join us as, alongside experts from Nama Private Wealth, as we talk about basic finance literacy, wealth management, real estate investments, and have plenty of time for Q&A! ​Speakers: ​Shady Osman, Corporate & Personal Finance Expert ​Saad Zariff, Co-Founder at Nama Private Wealth ​Ali Farooq, Co-Founder & Head of Real Estate Investments at Nama Private Wealth Chapters 00:00 Introductions and Overview of the Conversation 07:29 Presentation on Financial Literacy and Budgeting 24:15 Discussion on Financial Planning and Goal Setting 27:30 The Importance of a Disciplined and Diversified Approach to Investing 30:42 Controlling Emotions in Financial Decision-Making 31:13 The Value of Financial Education and Professional Advice 32:53 Understanding Retirement Accounts and Investment Options 33:53 Protecting Assets and Engaging in Estate Planning 40:25 Managing Finances with Budgeting Tools and Financial Apps

Staying healthy is key to living a vibrant life after the kids are grown.  Physical and emotional health are common topics of conversation, but why aren't we talking more about financial health?!In this episode of Life After Kids, we're interviewing our very first and very special guest, Ken Stillwell, (Dr. Brooke's husband) to discuss the importance of financial health in  life after kids. Our conversation delves into the impact of financial stress, the role of spouses in managing finances, and the significance of communication and alignment in financial decision-making. Ken shares insights on the influence of upbringing, career stability, and risk tolerance on financial mindset and decision-making within a relationship. Key TakeawaysMinimize Debt: Reducing leverage by avoiding unnecessary debt, including high-interest credit cards, is crucial for financial health.Build a Nest Egg: Establishing a financial cushion for emergencies helps in reducing stress and maintaining financial stability.Invest Wisely: Maximize the benefits of employer-provided retirement plans, such as 401(k), and avoid investments you do not understand.Communicate and Align: Open discussions about financial goals and roles can prevent conflict and ensure both partners are on the same page.Educate the Next GeneratTune in to the full episode of Life after Kids with Ken Stillwell for a conversation covering practical advice for moms in midlife, with a focus on financial security, retirement planning, and investment strategies. Learn more about the importance of imparting financial wisdom to the next generation, and get valuable insights for managing debt, building financial safety, and making informed investment decisions.About the Guest:Ken Stillwell is the Chief Financial Officer (CFO) of a large company based in Boston. He is an accounting major with extensive experience in financial management, both in personal and corporate settings. Known for his deep financial acumen and strategic thinking, Ken has gChapters00:00 The Importance of Financial Health in Life After Kids07:25 The Role of Communication and Alignment in Financial Decision-Making22:15 Navigating Financial Security in Later Life30:27 Debt Management and Financial Safety36:22 Imparting Financial Wisdom to the Next Generation Kion amino acid powder is our go to way to supplement our protein intake and help build muscle in midlife. It dissolves easily in water and tastes great too! Go to www.getkion.com and use code AFTERKIDS for 10% off single items, 15% off bundles, and 20% off subscriptions! Enjoy the show, and we hope you learn a little bit more about living a fulfilling, vibrant, and meaningful Life after Kids! If you like what you hear please rate and review the podcast, hit subscribe, and pass it along to a friend. Making tomorrow even better than today, Dr. Brooke and Dr. Lynne PS... Don't forget to follow us! Instagram Facebook Tik Tok

In this week's episode, we're joined by Alyson Lippman, CNM, a trailblazer in women's health and the founder of Midlife Midwife MKE, based in Shorewood, Milwaukee. Alyson brings a fresh perspective to midlife care, blending traditional midwifery with modern wellness approaches. Alyson offers a unique blend of in-person and virtual consultations, ensuring accessible and personalized care. With a passion for empowering women through their midlife journey, Alyson's approach is both compassionate and informed, making her a standout in her field. In this episode, Alyson discusses her journey into founding her practice, sharing insights into the unique needs of midlife women and her motivations for focusing on this demographic. She also shares the challenges of starting a healthcare practice focused on midlife care, and the innovative solutions she's implemented to enhance patient experience. Episode Highlights: Financial Management is Key: Alyson's candid discussion about the challenges of managing finances in a new practice serves as a crucial reminder for healthcare entrepreneurs. Listen to hear the accounting practices we discuss that are essential for business health and growth. Focus on Workflow Efficiency: Refining daily operations and workflow can significantly improve practice efficiency and patient experience. Tune in to learn how to focus on streamlining processes like patient check-ins and lab orders to optimize practice operations. Personal Growth and Education: Continuous learning and adapting are at the core of successful healthcare entrepreneurship. Tune in to learn how Alyson stays open to learning—from managing a business to enhancing patient care practices. Contact Information: Website: Midlife Midwife MKE Email: alyson@midlifemidwifemke.com Are you a NP who wants to make more money in private practice? Then you're going to want to watch the FREE training, "How to Make More Money in Your NP Private Practice." Just click here to get the FREE training now.

Timothy Wingate Jr is the founder, and president of G+F Business & Financial Consulting, a licensed Enrolled Agent, and a construction accountant. Timothy provides specialized accounting and tax services helping business owners gain a better understanding of their finances and costs, allowing them to win better, more profitable bids. With first-hand knowledge of the construction industry, Timothy offers tools and financial guidance to improve his client's understanding of their finances and cash flow. He has a proven track record of success, including increasing a client's gross revenue by 75%, helping a new construction company finance Big CAT equipment in less than a year, and helping a client avoid criminal charges for over $500,000 in back payroll taxes. What problem do we solve? In today's episode, Gary Wilbers talks to Timothy Wingate Jr., a licensed enrolled agent and founder of G Plus F Business and Financial Consulting, about how to effectively manage finances for construction business owners. Small Business Answer Man's Shownotes: Timothy shares his approach to managing finances for construction business owners, highlighting the importance of understanding cost codes, estimating jobs correctly, and having a system in place for recording receipts. He discusses the need for business owners to have a good understanding of their financials, including accounts payable, accounts receivable, and cash flow, in order to make informed decisions about their business. He emphasizes the importance of having a good accountant and working closely with them to ensure that financial planning and tax planning are aligned. Timothy provides practical tips and strategies for construction business owners to overcome common challenges such as missed scheduling, lack of focus, and financial stress. Timothy recommends using a cloud storage system like DEXT to manage receipts and track financial documents. He also suggests having a strategic conversation with your accountant starting in October to plan for tax season. Get access to Timothy's resources on financial management and consulting for construction business owners. Check out Timothy's website for more resources on financial management and consulting for construction business owners. Timothy's Advice for Construction Business Owners: Understand your cost codes and estimate jobs correctly to ensure accurate financial projections. Have a system in place for recording receipts to track cash flow. Work closely with your accountant to ensure financial planning and tax planning are aligned. Focus on managing your thoughts and staying organized to reduce stress and increase productivity.  Connect with Timothy Wingate: Website  Instagram Facebook Linkedln Youtube Take the FREE Business Owners' Life Domain Assessment HERE Clarity Navigator Discovery Session – Sign Up HERE Learn more about Gary's Mastermind group at goascend.biz/the-mastermind-solution

On this episode we are talking with Krisstina Wise. Krisstina shares her personal journey with money and success, highlighting the importance of addressing money trauma and finding a healthy balance between wealth creation and health/happiness. She emphasizes the need to understand how much money is enough and develop a clear financial plan. Krisstina also introduces her CURBS program, which focuses on teaching individuals how to create wealth and financial freedom. The conversation touches on the significance of addressing limiting beliefs around money and the benefits of gaining clarity and confidence in managing finances.   In This Episdoe Addressing money trauma and finding a healthy balance between wealth creation and health/happiness is crucial for financial well-being. Understanding how much money is enough and developing a clear financial plan is essential for financial freedom. Addressing limiting beliefs around money and gaining clarity and confidence in managing finances can lead to a more fulfilling and balanced life. Krisstina Wise's CURBS program focuses on teaching individuals how to create wealth and financial freedom. Money is a tool that can enhance relationships, provide options, and fund experiences.   We Discuss 06:57 Finding Balance: Addressing Money Trauma and Prioritizing Health and Happiness 10:57 How Much is Enough? Understanding the Importance of Financial Clarity 15:17 Creating Wealth and Financial Freedom: Introducing the CURBS Program 20:05 Overcoming Limiting Beliefs: Gaining Confidence in Managing Finances 25:27 Money as a Tool: Enhancing Relationships and Funding Experiences

August 10, 2024 - Managing finances in the event of a health crisis or long-term illness by VOCM

In this episode of the Diamond Effect podcast, Maggie Perotin, an international business and leadership coach, discusses how business leaders and entrepreneurs can achieve more in less time. She emphasizes the importance of personal growth in three key areas: skill set development, time (focus) management, and emotional capacity. Maggie explains that tasks become more complex as businesses scale, requiring leaders to continuously improve their skills, manage their time effectively, and enhance their emotional resilience. She shares personal anecdotes and stories to bring the topic to life. If you're ready to double your business without adding more work to your days, book a sales call with Maggie here https://calendly.com/maggie-s2l/discovery-callKey Time Stamps:Introduction to the Episode (00:00:01)Maggie introduces herself and the podcast's focus on achieving more in less time.Referring to Previous Episode (00:01:21)Maggie discusses the importance of inner work and delegation mentioned in episode 157.Complexity of Business Growth (00:02:39)As businesses scale, tasks become more complex, requiring ongoing skill development.Skill Set Development (00:03:49)Maggie emphasizes the importance of improving skill sets for efficiency and quality in business tasks.Time Management and Focus (00:10:05)Effective prioritization and planning are crucial for maximizing productivity and managing time.Emotional Capacity in Business (00:11:25)Maggie explains how emotional resilience impacts decision-making and handling business challenges.Examples of Emotional Capacity Growth (00:13:08)She shares examples of how emotional capacity evolves as entrepreneurs gain experience.Handling Client Complaints (00:16:44)Maggie discusses the need for quick decision-making when addressing client complaints as businesses grow.Managing Finances and Emotional Resilience (00:20:14)The emotional capacity to handle financial changes is essential for business growth and stability.Conclusion and Call to Action (00:21:27)Maggie invites listeners to engage further and provides contact information for coaching inquiries.

Send us a Text Message.Are you struggling to keep your business's cash flow in check? In today's video, I'm diving into essential strategies for managing cash flow effectively. Whether you're a seasoned entrepreneur or just starting out, mastering these techniques can make or break your business. Stay tuned to discover how to keep your finances on track and ensure your business thrives! #CashFlowManagement #BusinessFinance #EntrepreneurTips #SmallBusiness #FinancialHealth #BusinessGrowth #MoneyManagement #StartupSuccess #BusinessTips #FinanceStrategies Support the Show.Resources: https://affordablebookkeepingandpayroll.com/resource-opt-in Become a supported of the show: https://www.buzzsprout.com/1522381/support

From starting as a server at a country club to achieving financial stability through private chef work, this episode follows a journey driven by a passion for the kitchen and a desire to join the private service sector. Our guest, Chef Michael Molleda, shares his inspiring career transition, emphasizing the benefits of controlling his schedule and earning potential. He also discusses the importance of maintaining a healthy work-life balance, prioritizing family time, and implementing sound financial planning strategies.Chef Michael is a full-time private chef for two families and a sought-after caterer for weekend parties. Tune in to gain insights and inspiration from Chef Michael's experiences and journey.Listen to this brand new episode of The Private Chef Podcast on:Apple - https://podcasts.apple.com/us/podcast/episode-96-the-business-side-of-being-a/id1648363134?i=1000663086567Spotify - https://open.spotify.com/episode/1oK28KY8FEJfQA0HmvqZ35Youtube - https://youtu.be/mthXd0KnNzoConnect with Chef Michael Molleda on LinkedIn https://www.linkedin.com/in/michael-molleda-1561b5132/Follow him on Instagram @spoonfulbychefmichael Seeking a mentor to navigate the private service industry?Email me at hannes@privatechef.ccJoin our growing community of chefs  and get your FREE e-book HERE https://www.privatechef.cc/joinusLet's stay connected to get the latest updates, tips, learning resources, and job opportunities:LinkedIn  https://www.linkedin.com/in/hannes-hennche/Instagram  https://www.instagram.com/hanneshennche/Facebook https://www.facebook.com/privatechefccYoutube  https://www.youtube.com/@hanneshenncheTime Stamps[00:00:31] Culinary career beginnings[00:05:30] Culinary industry career transitions[00:07:19] Private chef creative freedom.[00:14:41] Engaging children in cooking.[00:17:40] Private Chef Work[00:19:59] Family finances and career balance[00:26:31] Opening a restaurant struggles[00:32:48] Work-life balance in the kitchen[00:35:16] Chef's Disability Insurance[00:38:20] Chefs balancing cooking and admin[00:45:25] Charging what you're worth[00:49:36] Being proactive in communication[00:52:21] Personal skills in the culinary industrySound Bites"It sounds a little bit like the story of the fisherman, that story of the fisherman that meets the businessman."There's way more to life than just working the line.""It's not worth the money for me to leave my family for months in time or weeks in time When I can earn the same where I'm at now doing with two different families.""I realized I could charge more for my time. I found a client that was willing to pay for that." "That's the thing about being a private chef. We have to be good every day. This is the one career where you have to be good every day."#theprivatechefpodcast #privateservice #privatechef #yachtchef #personalchef #restaurantchef #careershift #mindset #financialplanning #careerjourney #cheflife #worklifebalance

This week I share my own money beliefs and journey with it – from my upbringing, societal conditioning, and avoiding my bank account completely, to facing it head-on, being more intentional with money, and attuning to my higher self.  Tackling the underlying beliefs that shape your financial habits is crucial. By doing this first you put yourself in a better position to transform your relationship with money.  Throughout the episode I emphasise the importance of conscious awareness, clear intentions, and aligned actions, then finish with some journaling prompts to help shift your perspective and language with money, reshaping it from the inside out.   In this episode you will learn: How to address underlying beliefs behind money issues to bring about lasting change The impact of societal and familial conditioning on financial behaviours Techniques to transform your identity and beliefs to overcome financial limitations The role of conscious awareness, clear intentions, and repetition in managing finances Practical steps like journaling and language shifts to foster a more empowered financial mindset The importance of aligned actions and mindfulness in creating financial alignment with one's higher self - What is your current relationship with money and how would your higher self be with money? I would love to continue the conversation. Please feel free to get in touch with me via email at hello@worthwild.co.nz or slide into my DM's on Instagram. If you are regularly tuning into the podcast and getting value from it, you can rate the show on Spotify or leave a review on Apple Podcasts. This way more people can find us and our community can grow. Your support here does not go unnoticed!  Let's Connect: Instagram - @worthwild.co Facebook - Worthwild Subscribe to the newsletter - https://www.worthwild.co.nz/what's-the-tea

 In the episode, Mike Williams, founder of Carnegie Search, joins the Sparking Success podcast to discuss the challenges of growing a recruiting business. They talk about the importance of setting realistic goals and not sacrificing excellence for rapid growth. Mike shares his strategy of focusing on developing his team and maintaining a high level of service rather than just expanding the size of his firm. They also discuss the potential of adding temporary staffing to their services and the financial considerations of growing a business. In this conversation, Mike and Sparking Success discuss various topics related to growing a business, including managing finances, building equity, taking risks, and the importance of having a solid financial foundation. They share personal experiences and insights on how to make smart financial decisions, set up rainy day funds, and invest in the future. They also emphasize the need for balance and being present in both personal and professional life.TakeawaysSetting realistic goals and focusing on excellence is more important than rapid growthDeveloping a strong team and maintaining a high level of service is crucial for long-term successAdding temporary staffing can be a strategic move for business expansionFinancial considerations, such as tax planning and equity building, are important for sustainable growth Managing finances and building equity are crucial for business growth and financial stability.Having a solid financial foundation allows for more flexibility and the ability to take calculated risks.Setting up a rainy day fund and making smart investments can provide a safety net during challenging times.Balancing personal and professional life is important for overall well-being and success.Being present and making intentional financial decisions based on long-term goals is key to sustainable growth.Chapters00:00 Introduction and Personal Connection03:18 Introducing Mike Williams and His Business08:19 Setting Realistic Goals and Balancing Growth11:09 Prioritizing and Managing Growth23:26 On-the-Hip Training and Team Development25:17 Exploring the Potential of Temporary Staffing29:32 Financial Considerations for Business Growth32:55 Managing Finances and Building Equity36:14 Balancing Personal and Professional Life

As I shared earlier, I'm on a needed podcasting break, so I'm sharing some listener favorite episodes. This week's replay is “How to build a following, with TikTok influencer and financial educator Giovanna Gonzalez.” Giovanna Gonzalez is not only a TikTok influencer and financial educator, but she is also a soon-to-be author. During the Great Resignation, she quit her ten-year corporate career in financial services to pursue her true passion: teaching financial literacy to young adults. Since then, Giovanna has been featured in The New York Times, Fast Company, and Business Insider—and has hundreds of thousands of fans across the world—in just two years as a content creator. Giovanna's powerful book, Cultura and Cash, was released earlier this year and became a bestseller its first week. She has more than 150 positive reviews on Amazon and has been on fire in the media! It's been wonderful watching Gio's success. In this candid conversation, Giovanna and I discuss: How she left corporate to pursue being a full-time creator BTS on what it's really like to create content all day (hint: it's not what you think) How to build an engaged, loyal following on multiple platforms Why first-gen money advice should be different What it was like to win a $50,000 writing grant—and what she did afterward to be successful in completing her book The highs and lows of her book-writing process The journey we went on together (this was my favorite part—I teared up!) Get to know Giovanna: TikTok @thefirstgenmentor Instagram @gigithefirstgenmentor Website  Cultura and Cash: Lessons from the First Gen Mentor for Managing Finances and Cultural Expectations Follow me on: Instagram @stacyennis Facebook @stacyenniscreative LinkedIn Youtube @stacyennisauthor To submit a question, email hello@stacyennis.com or visit www.stacyennis.com/contact and fill out the form on the page.

044: Are you tired of your bank account always hitting zero by the end of the month, no matter how much you make? Key Highlights: Discover the Three Energetics of Money 

Welcome to The Vault with Financielle. Hosts Lucy, Laura and Holly delve into the world of money dilemmas from leechy friends, getting the money ick, the benefits of budgeting and much much more! Nothing is off limits but everything is safe in the Vault. In this episode of The Vault, we're talking about comparing ourselves to our parents, the pressure to buy a house, how to help people in debt, and budgeting as a family. -Visit https://www.financielle.co.uk to join our community!Chapters:00:00:00 - Introduction00:04:15 - Economic Misinformation and Financial Milestones00:08:06 - The Pressure to Buy a House00:12:04 - Financial Vulnerability00:16:18 - Addressing Family Debt00:19:59 - Dealing with Overwhelming Debt00:23:42 - The Importance of Communication in Financial Difficulties00:27:35 - The Importance of Budgeting and Shared Responsibility00:31:33 - Managing Finances as a TeamThe Vault is an entertaining yet thought provoking podcast that answers our community's dilemmas and confessions surrounding women and money.Visit https://www.financielle.com to download our app.Watch the podcast on YouTube.Follow Financielle for more:▶︎ TikTok▶︎ InstagramAbout Financielle:Financielle is a female focussed finance app helping women to take back control of their money, ditch debt, increase savings and invest in their future.Recorded and Produced by Liverpool Podcast Studios▶︎ Web ▶︎ Instagram▶︎ LinkedIn

“Boundaries are an important part of budgeting, but so is flexibility. And the more humans you have in your family, or the more dynamics you have in your financial life, the more flexibility you need.”What if there were a way to make budgeting less stressful and more sustainable? On this episode of Healthy Love and Money, our host Ed Coambs welcomes Natalie Taylor, a seasoned financial planner with over 20 years of experience, to share her unique insights on balancing boundaries and flexibility in family finances. Natalie's innovative approach to budgeting emphasizes flexible boundaries, aiming to make financial planning adaptable and less burdensome for families with fluctuating incomes.Ever wondered how to categorize and manage your household expenses without getting overwhelmed? Ed and Natalie break down the concepts of fixed and flex expenses, offering practical advice on maintaining control over your finances. From using dedicated credit cards for variable spending to handling kids' sports costs, Natalie provides a structured yet flexible framework that keeps financial surprises at bay.Ed and Natalie then explore the often-overlooked concept of non-monthly expenses and how to plan for them effectively. Natalie shares actionable tips on setting up a dedicated account to manage these irregular costs, ensuring a steady cash flow throughout the year. They also touch on optimizing credit card points within a budgeting system and the value of financial intimacy. Take a moment to reflect on these insights and consider how they can be integrated into your life for better financial health.Key Topics:Welcome, Natalie Taylor! (01:40)Budgeting and Managing Finances to Avoid Shame and Judgement (06:31)#1: Fixed Expenses (10:09)#2: Flex Expenses (15:20)#3: Non-Monthly Expenses (23:58)Potential Resistance to the Flow Perspective (30:54)Wrap-Up (37:50)Resources:Natalie Taylor on LinkedInThe Goodland GroupConnect With Healthy Love and Money: Schedule your free 30-Minute Discovery Call About Therapy-Informed Financial Planning™. Learn about your money and attachment style with this short Attachment Style Quiz. Buy the Double Award Winning Book: The Healthy Love and Money Way. Hit Follow on Your Favorite Podcast Player To Get the Latest Episodes.

Are you tired of all the drama that surrounds money conversations in your relationship? This is an issue that so many couples deal with. Money is a highly emotional topic, and it can be very triggering, especially when we don't feel respected or understood.  It takes a high degree of empathy and intention to communicate about a hot-button topic like money and create a financial plan with your partner that both of you can feel good about. But that is a key to long-term success and satisfaction in your relationship.  On today's episode, I'm going to tell you how to talk about money without fighting, so you and your partner can get on the same page and grow together in both money and love. Tune in to learn about:  01:30 The Root Cause of Money Fights in Relationships 03:26 Money as a Symbol of Deeper Problems 04:47 The Emotional Significance of Money 07:39 Respecting Differences Around Money 08:05 The Limitations of Standard Advice 12:50 The Rider and the Elephant Metaphor 16:33 The Structured Process of Financial Counseling 18:39 Unpacking the History and Family Culture Around Money 19:37 Understanding the Value Systems Attached to Money 24:22 Creating a Shared Vision for Managing Finances 26:44 Talking About Finances Productively And more! I hope you'll join me, and that you'll find this episode helpful.  xoxo,  Dr. Lisa Marie Bobby  P.S. — If you'd like support from an expert couples counselor specializing in financial counseling for couples, schedule a free consultation.   

How hard is it to navigate the financial landscape as a solopreneur? In this episode, Nicole shares the essential strategies for managing your finances effectively as a one-person business owner. From understanding the practicalities of solopreneurship to the theoretical aspects of building a strong financial foundation, Nicole breaks down the importance of investing in your business and viewing money as its lifeblood.  You can find show notes and more information by clicking here: https://tinyurl.com/56tze2sw 

In this episode you will learn:00:00:00 - Introduction00:00:40 - Importance of Managing Finances for Startups00:08:58 - Compliance Regulation for Startups00:12:48 - Strategizing on resource allocation  00:15:48 - Startups offering inflated incentives00:18:48 - Finding the right talent00:23:34 - Basic Metrics startups should consider00:28:36 - Startups operating on Low margins00:29:33 - Reporting Spends to VC's00:34:55 - Investment rejection00:36:53 - Unexpected challenges startups face00:41:29 - Are managing Finances a necessity for Startups?00:42:45 - ConclusionAboutManoj Agarwal, Co-founder & Managing Partner at SeaFund, has 25+ years of experience in business leadership, investments, and strategy. He co-founded SeaFund, an early-stage venture fund, and currently leads capital raising for its new fund. Previously, he was CEO of Karuturi Global, a top agricultural transnational, and is an advisor to Latize, a Singaporean data management company. Manoj holds a computer science degree and completed an executive program at INSEAD.

In this thought-provoking episode of Passive Income Pilots, we sit down with blockchain expert Hans Koning to navigate the complexities and opportunities within the blockchain landscape, especially in light of recent global events like the Bitcoin halving and rising geopolitical tensions. Hans shares his profound insights into how these factors influence the digital economy and illustrates practical methods for earning passive income through blockchain technologies such as staking in PIVX. Delve into discussions that not only shed light on the technical mechanics of cryptocurrencies but also explore the crucial role of decentralized autonomous organizations (DAOs) in democratizing capital. This episode provides a deep dive into how blockchain is reshaping financial paradigms by empowering individuals to manage and grow their wealth independently, paving the way for a more trust in a trustless world.Timestamped Show Notes:(00:00) Welcome and introduction of guest Hans Koning.(01:00) Hans's background in technology and transition into blockchain.(02:00) Explanation of blockchain vs. traditional banking systems.(06:00) Benefits of Proof of Stake and its impact on energy efficiency.(08:00) Introduction to earning passive income through staking in PIVX.(10:00) Discussion on the role of DAOs in managing cryptocurrencies like PIVX.(15:00) Overview of zero knowledge proofs and their application in enhancing privacy.(18:00) How PIVX prioritizes privacy in its blockchain operations.(20:00) The potential future impact of blockchain in global finance and its integration into daily life.(25:00) Exploring the economic principles of PIVX and other cryptocurrencies.(30:00) The significance of community engagement in blockchain projects.(35:00) How DAOs operate and their influence on decentralized governance.(39:00) Closing thoughts from Hans on the importance of community and trust in blockchain.(43:00) Final remarks and episode wrap-up.Resources Mentioned:PIVX Official Website: PIVX.orgPIVX Mobile Wallet: MyPIVXWallet.orgPIVX Core Wallet: PIVX.org/downloadsRecommended Book: The Blockchain and the New Architecture of Trust By Kevin WerbachRemember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Tom Zachystal (https://iamadvisors.com/) is Chief Investment Manager at International Asset Management, a U.S. Registered Investment Advisor specializing in financial planning and investment management services for Americans living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, holds the Chartered Financial Analyst (CFA) credential, and is a Certified Financial Planner™ (CFP™) practitioner.  In this episode, Brian and Tom discuss: 1. Financial Planning and Tax Optimization for Global Citizens 2. Advising Across Borders: Navigating Challenges in International Finance 3. The Impact of International Regulations on Expatriate Finance 4. Building a Business for Expats LinkedIn: https://www.linkedin.com/in/zachystal/  Website: https://iamadvisors.com/   Twitter: https://twitter.com/tomatiam  Article: https://www.forbes.com/sites/forbesfinancecouncil/2024/02/27/six-financial-planning-considerations-for-americans-moving-abroad/?sh=1b7b30c74ddd  To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

The entrepreneur, TikTok star and author of the personal finance book “Cultura and Cash: Lessons from the First Gen Mentor for Managing Finances and Cultural Expectations” shares her tips for setting money boundaries with those you love most, and the importance of defining the driving values and “why” of your money plan.Follow Giovanna on instagram @gigthegirstgenmentor and find her book, Cultura and Cash here. If you liked this episode listen to How Alejandra Campoverdi Traced Her Family's Invisible Inheritances and LEVEL UP: How to Secure Your Financial Future Starting Today.

In this episode, Mary discusses the challenges and strategies of managing finances in a blended family of eight. She focuses on the importance of open communication and being intentional about discussing money. Mary & Doug  have different approaches to personal finance but work together to navigate their financial situation. They use multiple accounts to divide and allocate funds, and prioritize their expenses based on their family's needs.Through it all the focus is highlighting the importance of balancing time and money in raising their children.INSTAGRAM: https://www.instagram.com/real.house.blend/EMAIL: RealHouseBlend.Podcast@gmail.com

In this episode, LoVetta delves into the intersection of LGBTQ+ identity and financial planning with guest Andrew Gilliland. Andrew highlights the unique challenges and opportunities faced by the LGBTQ+ community in financial planning, including the need for greater protection, awareness of cash flow, and ethical investing. Andrew also offers insights for law students, discussing strategies for managing student loans and building financial stability during and after law school. Throughout the conversation, the importance of empowerment, self-awareness, and advocacy in financial decision-making shines through, as Andrew encourages listeners to take control of their financial futures. Andrew's website, Gillilandfinance.com, offers resources for those seeking further information and assistance in financial planning.

How to Manage Competing Goals: Insights from Rooted Planning GroupAbout the Guest(s):Becky Eason is a long-term team member of Rooted Planning Group. With her extensive experience in financial planning, Becky has helped numerous clients navigate competing goals and make informed decisions about their finances. She specializes in providing guidance on interest rates, credit card debt, and finding ways to save money while achieving financial goals.Episode Summary:In this episode, Amy Irvine and Becky Eason discuss the challenges and successes clients are facing in the first quarter of 2024. They focus on the topic of competing goals, particularly in relation to interest rates and credit card debt. The conversation explores strategies for managing debt, prioritizing goals, and finding ways to save money. Becky shares her insights on topics such as health insurance options, meal planning, and shopping for bargains. Listeners will gain valuable tips and advice on how to navigate competing goals and make informed financial decisions.Key Takeaways:Managing credit card debt: It is important to have a handle on your cash flow and excess funds before making extra payments on credit cards. Without sufficient cash flow, paying down one credit card may result in another card's balance increasing.Balancing debt and investments: When faced with high-interest credit card debt, it may be more beneficial to invest extra funds rather than paying down the debt. Comparing the potential returns on investments to the interest rates on debt can help inform this decision.Emergency funds: It is crucial to maintain an emergency fund to avoid relying on credit cards in case of unexpected expenses. While paying down debt is important, depleting emergency funds can lead to further financial stress.Health insurance options: Exploring different health insurance plans can help save money, especially when there are specific medical needs. Programs like Child Health Plus in New York State can provide better coverage and lower deductibles for children with specialized medical requirements.Saving on groceries: Meal planning, shopping for bargains, and looking for buy-one-get-one deals can help save money on groceries. Being mindful of prices, opting for healthier options, and freezing bulk purchases can also contribute to savings.Don't miss out on valuable insights and empowering financial advice! Subscribe to "Money Roots" today to embark on a journey of financial growth and empowerment. Join host Amy Irvine as she simplifies personal finance, making it accessible to everyone, from beginners to seasoned experts. By subscribing, you'll stay up-to-date with each episode, gaining access to practical tips, inspiring stories, and expert insights that will help you take control of your financial future. Whether you're looking to budget smarter, invest wisely, or secure your retirement, "Money Roots" has something for everyone. Subscribe now and start nurturing your financial well-being!If you have any questions that you would like answered on the show, feel free to email us at info@rootedpg.comOr visit us at www.rootedpg.com/podcasts for full show notes and links!Prioritize and FocusOne of the first steps in managing competing goals is to prioritize and focus on one goal at a time. Becky suggests going through your list of goals and asking yourself, "If there's only one thing that I could achieve, what would that be?" By identifying your top priority, you can allocate your resources and energy towards that goal, making it more attainable. Once you've achieved that goal, you can move on to the next one.Becky emphasizes the importance of setting realistic expectations and not putting too much pressure on yourself. It's easy to get...

Welcome to "The Ones Ready Podcast," your ultimate source of inspiration and guidance on the journey through the Air Force Special Warfare community. This week, join Aaron, Peaches, and Trent as they dive into crucial life skills essential for your success not just in the military, but specifically in the rigorous assessment and selection process of Air Force Special Warfare.We've observed a common trend among candidates, and in this episode, we unpack the importance of seemingly mundane yet indispensable skills like driving a stick shift, mastering the art of doing laundry, and even the basics of ordering at restaurants and engaging in normal conversations.Remember, it's not just about being extraordinary; it's about being exceptionally prepared. The takeaway? Embrace your uniqueness, but never underestimate the power of being grounded and relatable. Tune in, subscribe, and embark on this transformative journey with us. Don't miss out on future episodes packed with invaluable insights and advice. Like, subscribe, and join us as we elevate ourselves to new heights together!Also, thanks to each and every one of you that helped us get to 300 episodes. That's pretty rad, and we are all very aware that it has nothing to do with us, and everything to do with you. Say something nice in the comments about Trent's hair. Chapters00:00 The most chaotic introduction of any introduction in the history of introductions 02:38 The Importance of Communication Skills03:47 The Need for Realistic Expectations06:19 The Importance of First Impressions09:02 The Dangers of Over-Preparation12:47 The Role of Parents in Preparing Recruits16:04 The Changing Landscape of Adulthood21:59 The Importance of Being a Good Roommate25:26 The Impact of Financial Responsibility27:53 The Need for Self-Sufficiency28:25 The Futility of Pointless Debates29:38 Don't Be Weird30:35 Baseline Human Skills33:24 Act Normal35:23 Cleanliness and Personal Hygiene38:16 Self-Motivated Fitness41:14 Dating and Interpersonal Skills46:49 Financial Literacy51:51 Investing and Finance52:13 Effective Communication53:10 Managing Finances and Responsibilities54:07 Writing Emails and Communication Etiquette55:33 Maintaining Balance and Managing Money56:47 Hierarchy and Professionalism58:07 First Impressions and Respect59:43 The ImportCollabs:Ones Ready - OnesReady.com 18A Fitness - Promo Code: 1ReadyAlpha Brew Coffee Company - Promo Code: ONESREADYATACLete - Follow the URL (no promo code): ATACLeteCardoMax - Promo Code: ONESREADYDread River - Promo Code: ONESREADY Eberlestock - Promo Code: OR10Hoist - Promo Code: ONESREADYTrench Coffee Company - Promo Code: ONESREADYThe content provided is for informational purposes only and does not constitute legal advice. The host, guests, and affiliated entities do not guarantee the accuracy or completeness of the information provided. The use of this podcast does not create an attorney-client relationship, and the podcast is not liable for any damages resulting from its use. Any mention of products or individuals does not consti...

I've been tasked with handling the finances for my ex in-laws. Am I taking the right steps? Have a money question? Email us here Subscribe to Jill on Money LIVE YouTube: @jillonmoney Instagram: @jillonmoney Twitter: @jillonmoney "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Steve Statler, Chief Marketing Officer at Williott, shares his journey from the UK to the US and his experiences as an expat. He discusses the cultural differences between Israel and the UK, the challenges of moving to a new country, and the financial and immigration issues he faced. He opens up about his father's struggle with schizophrenia and the difficulties of managing family matters from a distance. It's an emotional and honest account of expat lift, wrapping up with a reminder of the importance of seeking professional advice for financial and tax matters. Always an Expat is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas.

In this episode, Amy Irvine, CEO and founder of Rooted Planning Group, discusses the financial issues to consider when facing job loss. She provides valuable tips and insights to help individuals navigate through this challenging period. Amy covers topics such as cash flow management, health insurance options, debt management, retirement accounts, and tax planning. She emphasizes the importance of reviewing budgets, exploring available resources, and seeking assistance when needed. Listeners will gain practical advice and strategies to help them maintain financial stability during a job loss.Or visit us at www.rootedpg.com/podcasts for full show notes and links!Key Takeaways:Evaluate your cash flow and emergency funds to determine how long they can sustain you during a period of unemployment.Explore options such as severance packages, unemployment benefits, and flexible spending accounts to supplement your income.Consider health insurance options, including COBRA, marketplace plans, and Medicare, to ensure continued coverage.Contact lenders to discuss possible payment reductions or deferments for student loans and credit cards.Review retirement accounts and consider options such as loan repayments, distributions, or rollovers.Take advantage of tax planning opportunities in a low-income year, such as Roth conversions and deductible contributions.Be aware of non-solicitation or non-compete agreements and their impact on job searching.Update contact information and online subscriptions associated with your previous employer's email address.Seek outplacement services and utilize professional networks to aid in your job search.Resources:Rooted Planning Group website: https://www.rootedpg.com/Rooted Planning Group Checklist: https://www.rootedpg.com/s/What-Issues-Should-I-Consider-If-I-Lose-My-Job-2024.pdfMarketplace health insurance: https://www.healthcare.gov/Medicare: https://www.medicare.gov/Losing your job can be a challenging and emotional experience, but by understanding the key issues and taking proactive steps, you can navigate this period with greater confidence. Assessing your cash flow, understanding your benefits, reviewing and adjusting your budget, exploring alternative income sources, addressing health insurance concerns, communicating with lenders, evaluating retirement account options, leveraging home equity options, exploring tax planning opportunities, navigating non-compete agreements, and updating your contact information are all crucial aspects to consider.Remember, this is a temporary setback, and with careful planning and perseverance, you can overcome this challenge and find new opportunities. Reach out to resources available to you, such as recruiters and career services, and don't hesitate to seek professional financial advice to ensure you make informed decisions during this transition.This episode is brought to you by Rooted Planning Group. Rooted Planning Group is a fee-only financial planning firm that specializes in working with women in their 30s and 40s who want to take control of their finances and plan for the future. Whether you're just starting out or you're looking to make a big change, Rooted Planning Group can help. Visit www.rootedpg.com to learn...

Most financial educators do not look like us, they do not have the same problems, and they do not share our culture. That's why this week, we're introducing you to my good friend, Gigi Gonazález. Gigi is a financial educator who knows what it's like to be a first-gen Latina and build wealth with our circumstances in mind.    Giovanna "Gigi" Gonzalez is a TikTok influencer, financial educator, and author of Cultura and Cash. During The Great Resignation, she quit her 10 year corporate career to pursue her true passion: teaching financial literacy to young adults. Gigi teaches personal finance and career navigation for First Gen at various organizations and on her TikTok account @thefirstgenmentor. She was named 40 under 40 by the Hispanic Alliance for Career Enhancement, "Latinx to Watch" by Hispanic Executive Magazine, and Top 25 Creator by Fast Company. In her free time, she likes to catch up with her favorite reality TV shows and cuddle with her dog, Bailey.    In this week's episode, Gigi tells us how her book is revolutionizing financial education for first-gen Latinx. Because our cultural context is an important part of our financial journey. It influences our goals and mindsets and gives us the information we need to build wealth for us and for our community. Tune in to hear more about Gigi's incredible story and her new book Cultura and Cash.    Connect with Gigi: LinkedIn: https://www.linkedin.com/in/giovannagonzalez/ Instagram: https://www.instagram.com/gigithefirstgenmentor/ TikTok: https://www.tiktok.com/@thefirstgenmentor Website: http://www.thefirstgenmentor.com Purchase Gigi's book Cultura & Cash here! Download Gigi's free 10-step guide, How to Talk to Your Parents About Retirement - Drama Free y Con Cariño   Website: www.theerikacruz.com  Follow Erika on: Instagram @‌theerikacruzTikTok @‌theerikacruzLinkedIn How to work with Erika: Join the waitlist for Courage Driven Latina here.   Podcast production for this episode was provided by CCST.

In this week's Mini episode of the Floral Hustle Podcast, host Jen delves into the crucial business tools for florists looking to grow and manage their businesses effectively in 2024. With an emphasis on being financially prudent and strategic, Jen shares her personal toolkit, which has helped streamline her operations without overburdening her budget.Key Points Discussed:Importance of Financial Prudence: Jen emphasizes the need to assess whether your business can support new expenses, highlighting the risks of overspending on shiny, new tools.Canva for Proposals: Jen shares her success with Canva, using it for creating beautiful, 3D digital mock-up proposals, and social media graphics.Financial Management with QuickBooks: Insights into how QuickBooks, coupled with professional accounting assistance, keeps her business financially organized.Photo Editing with PS Express: Jen uses Photoshop Express for quick and effective editing of her iPhone photos.Organizational Tools: Evernote for capturing fast-paced ideas and a physical planner for scheduling weddings and managing freelancers.Payment Processing: Using Square, Zelle, and Venmo for efficient invoicing and payment processing, including handling credit card fees.Professional Email with Gmail/G Suite: The importance of having a professional email domain for credibility.Conclusion:Jen's insights offer valuable guidance for florists seeking to grow their business while being mindful of their expenses. The tools she recommends are not just about managing finances and operations but also about enhancing the aesthetic and professional aspects of the business. This episode is a must-listen for any florist looking to navigate the business landscape in 2024 with efficiency and style.For Our Listeners:Join Our Community: Connect with fellow florists and business owners in our https://www.facebook.com/groups/676268590471667Subscribe and Review: Don't forget to subscribe to our podcast and leave a review if you found this episode helpful.Next Episode Teaser: Stay tuned for our next episode where I interview Liz Fiedler who is talking all things selling out your workshops.Time stamps:01:29 Why I Don't Use Proposal Software02:00 The Power of Canva03:22 Managing Finances with QuickBooks04:16 Editing Content with PS Express04:55 Organizing Ideas with Evernote05:40 The Value of a Physical Planner06:27 Payment Processing Systems08:15 Professionalism with G SuiteFlorist Business GrowthCanva for FloristsFloral Business ManagementQuickBooks for Small BusinessFloral Design ProposalsProfessional Email for FloristsPhotoshop Express in Floral IndustryEfficient Payment Processing for FloristsSmall Business Financial PlanningOrganizational Tools for Florists

In this episode: Money as a Tool, Retirement and Autonomy, Awareness and Choice, Community and Belonging, Coast FI and Slow FI with Diania MerriamNote from AdamI hope you are well.  I know I've been MIA for the last few weeks, without any new episodes.I've had some incredible things happening in my life, all thanks to envisioning. I can't wait to share them with you and share a resource I'm creating for you to think BIG about your own life and vision, so you can create similar amazing results for yourself. If you'd like to get early access to that, click here and sign up.Episode Summary: In this episode, Diania Merriam discusses her journey to financial independence and early retirement. She shares how she discovered the FIRE (Financial Independence, Retire Early) movement and how it transformed her relationship with money.Diania explains the concept of "Coast FI" and "Slow FI" and how she retired from her corporate career at the age of 33.She also talks about the importance of clarity and comfort in managing finances and how financial independence allows for greater creativity and time abundance.Connect with Diania Merriam10% off her FIRE conference, Econome with code “mindful”Website: EconomeConference.comAbout our guest, Diania: Diania Merriam is a retired corporate professional and the host of a daily podcast about money. She is passionate about helping others achieve financial independence and creating a life they never want to retire from. Diania is also the founder of The Econome Conference, a gathering for like-minded individuals in the FIRE community.Key Takeaways:Money is a tool, not a goal. It should be used to create time and space in your life.Retirement is not about not working, but about separating your finances from your work and having full autonomy over how, when, and where you work.Awareness and choice are essential in achieving financial independence. Understand your income, expenses, and the gap between them.Community and a sense of belonging are important for overall well-being, especially in the FIRE movement."Coast FI" involves front-loading retirement savings and allowing compound interest to grow your investments over time."Slow FI" is about reimagining your financial journey and being open to different paths and approaches to financial independence.Resources & Books Mentioned:Mr. Money Mustache blog"The 4-Hour Workweek" by Tim FerrissWhenever you are ready, here are 3 ways I can help you: 1. ​Book a 30 free clarity call with me​. If you are nearing FI and want help answering the question "What do you actually want?", let's chat! 2. ​Complete my Free Envisioning Guide​ to dream up a BIG vision for your life. 3. ​Connect with me LinkedIn​ where I post about crafting a life you love & making work optional using mindfulness, envisioning & financial independence.

#153. Happy November bonus episode + THREE years of the pod?! Lan answers your questions in this month's advice column episode covering everything from being single after a long-term relationship living with your boyfriend, managing finances in your 20s, study habits, getting back into a workout routine, resetting after being a rut, and more. Enjoy! xxITEMS MENTIONED:Runna App (use code ALLANA for your first 2 weeks free)Oribe Gold Lust Hair LineOlaplex Bonding OilL'Oreal Dream Lengths LineColorwow Dream Coat GHD Curling Iron (works soooo well!!)Shark Flexstyle (Dyson Dupe!! - more affordable tbh and on sale rn)YSL Libre PerfumePrada Paradoxe PerfumeReplica Bubble BathReplica By The FireplaceBrazilian Crush Body SprayMEAL DELIVERY CODES:ALLANA20 for 20% off all ordersALLANA.B for FREE delivery (first order only)order @ eatnook.caSTAY UP TO DATE WITH LAN:http://instagram.com/allanablumberghttp://tiktok.com/@allanablumberghttp://pinterest.com/allanablumberghttp://youtube.com/allanablumberghttp://strava.com/athletes/allana_blumberghttp://goodreads.com/user/show/153512974-allana-blumbergFor business inquiries, only: lanibfit@gmail.comThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/5529098/advertisement