Podcasts about MarketWatch

Those compelled to assist an ailing parent with their finances — and that's likely you or someone you know — could look for a playbook. Or seek out an expert. Or learn from someone's personal story. But how about all three? Beth Pinsker, CFP, and retirement columnist for MarketWatch shares her hard-won insights, rock-solid advice and the ways banks can do better in her just-released book “My Mother's Money.” Beth also dishes on the mysterious "medallion stamp," a tool financial institutions supposedly use to protect a senior's finances, but defies all attempts to find it, let alone use it.

This week on the Retirement Quick Tips podcast, I'm sharing with you my favorite topics that didn't quite make it to the podcast this year - mostly a collection of articles that I found interesting and wanted to cover on the podcast, but it never made it to the top of the heap. Today, I'm addressing a topic in the moneyist column on Market Watch. Think Ann Landers, but money instead of life problems.

Ken Carman and Anthony Lima do a Market Watch on Sunday's Cleveland Browns game against the Buffalo Bills, and why you don't have to root against Shedeur Sanders to enrich the Browns' future.

Hour 4: Cavs lucky Browns are bad + Browns-Bills Market Watch full 2200 Tue, 16 Dec 2025 15:08:42 +0000 fWoo7AzDUxAeRfhuWbPRvk2Is05wR7KT sports The Ken Carman Show with Anthony Lima sports Hour 4: Cavs lucky Browns are bad + Browns-Bills Market Watch The only place to talk about the Cleveland sports scene is with Ken Carman and Anthony Lima. The two guide listeners through the ups and downs of being a fan of the Browns, Cavaliers, Guardians and Ohio State Buckeyes in Northeast Ohio. They'll help you stay informed with breaking news, game coverage, and interviews with top personalities.Catch The Ken Carman Show with Anthony Lima live Monday through Friday (6 a.m. - 10 a.m ET) on 92.3 The Fan, the exclusive audio home of the Browns, or on the Audacy app. For more, follow the show on X @KenCarmanShow. 2024 © 2021 Audacy, Inc. Sports False https://player.amperwavepodcast

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the real-life complexities behind early retirement planning and what happens when couples don't agree on retirement goals. Using a recent MarketWatch article as a springboard, they explore whether a couple with $2 million can truly retire early while juggling differences in spending expectations, lifestyle priorities, and retirement risk management. This episode offers valuable retirement planning tips for anyone asking “can I retire with 2 million?”, “can I retire at 55?”, or how to secure your retirement when spouses have competing visions for their future.Listen in to learn about how emotions, career stress, financial planning for couples, and the FIRE movement retirement mindset affect early retirement decisions. Radon and Murs break down Medicare retirement considerations, Social Security timing challenges, retirement income strategy development, and the hidden dangers of day trading risks and options trading risks when someone tries to “make early retirement work” through high-risk investing. If you're navigating retirement planning at 50 or planning retirement with a partner who's not on the same page, this conversation offers clarity, humor, and a practical retirement checklist to help you move forward confidently.In this episode, find out:· How couples can resolve conflicting retirement goals when one wants to retire early and the other wants to maintain lifestyle freedom.· Why understanding the real reason behind wanting early retirement is essential to planning retirement effectively.· The major financial risks of relying on day trading or options trading to fund retirement income.· How to build a retirement income strategy that supports Medicare retirement costs, travel goals, and long-term financial security.· Why the Peace of Mind Pathway helps couples retire comfortably and plan for retirement with less stress and more clarity.Tweetable Quotes:“Retirement Planning isn't just about math—it's also about emotions, goals, and making sure both spouses feel secure in the plan.” — Radon Stancil“If early retirement adds more stress than your job does, then it's not truly helping you secure your retirement.” — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Join Sam Kem, senior economic research analyst at CFC, and Chris Whittle, energy industry analyst of CFC's Utility Research & Policy team, as they discuss how investment in data centers is reshaping how cooperatives think about infrastructure, growth and reliability.See the Issue Brief mentioned in the episode:Powering the AI Boom: What Data Center Growth Means for Electric CooperativesFor questions and requests about industry research topics, please contact utilityresearchpolicy@nrucfc.coop.Contact the Economic & Market Watch team at economicresearch@nrucfc.coop.Visit us, download the dashboard and explore other Solutions media on our website, nrucfc.coop/Solutions.

Join CFC economic experts John Suter, Sam Kem and Antony Davies as they discuss what economic topics bothered them most in 2025, its biggest economic surprises, and the top three episodes of the year:What If China Sold Off US Treasurys?An Eight-Year Deadline for Social SecurityAmericans Should Be Feeling Great About the Economy, Right?Contact the Economic & Market Watch team at economicresearch@nrucfc.coop.Visit us, download the dashboard and explore other Solutions media on our website, nrucfc.coop/Solutions.

William Branum, Navy SEAL veteran, founder and CEO of Naked Warrior Recovery, speaker, author, and business and leadership advisor, joins me on this episode. William's expertise in leadership and mindset is sought after by organizations ranging from small businesses to Fortune 500 companies. He's been featured by Fox News, USA Today, MarketWatch, and other media outlets.

Stijn Schmitz welcomes Lyn Alden to the show. Lyn Alden is founder of Lyn Alden Investment Strategy. In this comprehensive interview, Alden discusses her “gradual print thesis” and the current macroeconomic landscape, focusing on fiscal dominance and potential long-term economic challenges facing developed countries, particularly the United States. Alden argues that the United States is entering a period of sustained fiscal challenges, characterized by large structural deficits and a complex monetary environment. She suggests the country is transitioning from monetary tightening to monetary loosening, with significant implications for asset allocation. Unlike emerging markets that experience rapid currency debasement, developed countries like the US have more flexibility due to global demand for their currency and extensive international financial infrastructure. Find Out More About Palisades Goldcorp, Canada’s Leading Junior Resource Investment Company:► Website: https://palisades.ca Palisade Radio Links:► Website & Newsletter: https://palisadesradio.ca► Rumble: https://rumble.com/c/c-1586024 The discussion explores historical parallels, particularly drawing comparisons to the 1940s-1970s period. Alden emphasizes that while direct comparisons are impossible, certain patterns emerge, such as the importance of owning hard assets during periods of monetary expansion. She recommends diversifying across scarce assets like equities, real estate, precious metals, and select commodities, while being cautious of overvalued investments. Demographic challenges play a crucial role in Alden’s analysis. She challenges the notion that aging populations are inherently deflationary, arguing that extensive entitlement systems and continued consumption by older populations can actually drive inflationary pressures. This perspective suggests a more complex economic landscape than traditional models predict. Regarding potential investment opportunities, Alden highlights regions like Japan, Latin America, and parts of Southeast Asia as potentially attractive. She’s particularly bullish on assets that are currently undervalued and have long-term potential, such as regional banks, Bitcoin, energy infrastructure, and select international markets. Ultimately, Alden views the current economic environment as part of a broader “fourth turning” cycle, characterized by increasing political volatility and structural economic challenges. She anticipates a gradual process of economic adjustment rather than a sudden, dramatic collapse, advising investors to remain diversified and adaptable. Timestamps:00:00:00 – Introduction00:00:47 – Gradual Print Thesis00:02:10 – Fiscal Dominance Explained00:04:20 – Outgrowing Debt Challenges00:07:42 – Inflation Spectrum Assets00:10:43 – Reshoring Industrial Base00:15:38 – Treasury Auction Risks00:17:10 – Debt Crisis Timeline00:20:18 – Fourth Turning Parallels00:22:10 – Demographic Inflation Pressures00:28:35 – Historical Debt Cycles00:31:02 – Portfolio Allocation Advice00:50:12 – Concluding Thoughts Guest Links:X: https://x.com/LynAldenContactWebsite: https://lynalden.comAmazon Book: https://tinyurl.com/lynaldenc Lyn Alden is editor and publisher of LynAlden.com, where she has both a subscription and a free financial newsletter. She says, “Her background lies at the intersection of engineering and finance.” Her site provides investment research and strategy, covering stocks, precious metals, international equities, and alternative investments, with a specialization in asset allocation. Whether you’re new to investing or experienced, there’s a lot there for you. Lyn has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, focusing on engineering economics and financial modeling. She oversees the finances and day-to-day operations of an engineering facility. She has been performing investment research for over fifteen years in various public and private capacities. Her work has been editorially featured or cited on Business Insider, Marketwatch, Time’s Money Magazine, The Daily Telegraph, The Philadelphia Inquirer, The Street, CNBC, US News and World Report, Kiplinger, and The Huffington Post. She has also appeared on Real Vision, The Investor’s Podcast Network, The Rebel Capitalist Show, The Market Huddle, and many other podcasts. She is also a regular contributor to Seeking Alpha, FEDweek, and Elliot Wave Trader.

Marriage, kids, and money — three things that can make life beautiful and stressful at the exact same time. But how do you build wealth and still have time for your family? Finance coach Andy Hill faced this exact question, and his answer was a step-by-step approach that feels doable and actually creates time freedom. In this episode, he shares how he and his wife went from a negative $50K net worth to building generational wealth for their family. You'll walk away with ideas to teach your kids money habits early and make giving fun! Topics discussed: Introduction (00:00) Andy's path to becoming a finance coach (00:59) Mission of the Marriage, Kids, and Money podcast (04:19) What it means to "create your own pension" today (06:43) Lessons in talking money and working with your spouse (09:15) How becoming a parent changed his view on money (12:21) Why he brings his kids on the podcast (16:08) Tips for parents to teach their kids good money habits (19:15) The 60/40 generational wealth plan for kids (21:11) Fintech tools that make teach money habits easier (22:18) The power of giving and how to make it fun for kids (23:26) Key takeaways from his book, Own Your Time (27:56) What brought you JOY today? (30:41) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Andy Hill: LinkedIn: https://www.linkedin.com/in/andyhillmkm/ Instagram: https://www.instagram.com/marriagekidsandmoney/ YouTube: https://www.youtube.com/MarriageKidsandMoney Facebook: https://facebook.com/marriagekidsandmoney Website: https://marriagekidsandmoney.com/ About Our Guest: Andy Hill, AFC®️is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping families build wealth and happiness.  Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger's Personal Finance and NBC News. With over 10 million podcast downloads and video views, Andy's message of family financial empowerment has resonated with listeners, readers and viewers across the world.  His debut book, "Own Your Time:  10 Financial Steps to Put Your Family First and Escape the Corporate Grind", will be released in January 2026. When he's not "talking money", Andy enjoys being a Soccer Dad, singing karaoke with his wife and relaxing on his hammock. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Caring for aging parents is a universal experience, but for the Childfree, the dynamics are completely unique. In this episode, Dr. Jay sits down with Beth Pinsker, a CERTIFIED FINANCIAL PLANNER® and retired MarketWatch columnist, to discuss her new book,My Mother's Money: A Guide to Financial Caregiving. They share personal stories and professional insights on navigating the emotional and financial challenges of becoming a financial caregiver.Tune in to learn how to prepare for the unexpected and ensure you can care for the people you love without derailing your own financial future.Timestamps:

In this episode, Brad W. Minton speaks with Melissa Grabiner about leveraging LinkedIn for early career professionals. They discuss the importance of having an optimized LinkedIn profile, engaging with the platform, and networking effectively to enhance job search success. Melissa shares practical tips on how to stand out to recruiters, the significance of being proactive in job searching, and the value of building connections. The conversation emphasizes the need for young professionals to take charge of their career paths and utilize LinkedIn as a powerful tool for growth and opportunity.Key takeawaysLinkedIn is essential for job seekers, especially young professionals.Engagement on LinkedIn can significantly increase visibility to recruiters.A strong profile photo and personalized banner are crucial for attracting attention.Using keywords in your profile can help recruiters find you more easily.Networking is often more effective than applying to job postings.Reaching out to decision-makers can lead to job opportunities that aren't advertised.Being proactive in your job search can set you apart from other candidates.Utilizing LinkedIn Learning can enhance your skills and profile.It's important to share your personal story in your LinkedIn profile.Life is too short to be unhappy at work; seek a fulfilling career.Guest Info:With more than two decades of experience in Human Resources and Talent Acquisition, Melissa Grabiner is widely recognized as a leading strategist and thought leader in the field. She has built a strong reputation for her expertise in Talent Acquisition and has cultivated a LinkedIn following of over 470,000 professionals. Melissa is ranked the #2 Female LinkedIn Creator globally and the #1 HR Creator in the United States.In the past year, her content has generated over 100 million post impressions and almost 2 million post engagements, underscoring her influence as a top voice in the HR and TA spaces. Her thought leadership extends beyond social media, with features in prominent publications including Market Watch, Fast Company, Harvard Business Review, and Indeed Business. She is also a sought-after podcast guest and frequently hosts LinkedIn Live sessions. Her expertise has been spotlighted twice on the iconic Times Square Billboard in New York City.Melissa spent 18 years at Baxter Healthcare, where she led Talent Acquisition for the company's largest global business unit—later acquired by Takeda Pharmaceuticals. Under her leadership, Melissa and her team received numerous awards, including recognition as the highest-performing global HR team at both Baxter and Takeda.Beyond her corporate achievements, Melissa is a passionate Job Search Coach, helping professionals enhance their resumes, optimize LinkedIn profiles, and refine their job search strategies, with perfect testimonials and ratings from every client (over 500). Melissa also works as a Talent Acquisition consultant for companies in the biotechnology and pharmaceutical industries and serves as a Business Advisor to three startup organizations.Melissa holds a bachelor's degree from the University of Illinois at Urbana-Champaign and is a certified yoga instructor and fitness enthusiast. She lives in Chicago with her husband and their two sons.Website: https://topmate.io/melissagrabinerLinkedIn: https://www.linkedin.com/in/melissa-grabiner/This podcast is brought to you by Mint To Be Career. www.minttobecareer.com

“You are what you repeatedly do.” Start the New Year strong. Join my FREE 3 session Tiny Habits program.  Register here _________________________ What’s your most important project in 2026? Future You. Don’t wing it. Design it. Learn more here. _________________________ What happens when a financial columnist and CFP® professional suddenly becomes her mother’s caregiver? Beth Pinsker discovered that her expertise couldn’t prepare her for the relentless tenacity required to navigate Medicare mazes, fight for proper care, and manage the details of her mother’s financial life. In My Mother’s Money , a comprehensive practical and detailed resource, she shares the street-smart lessons that only come from boots-on-the-ground caregiving experience. In this conversation, you’ll learn: Why financial caregiving requires perseverance to advocate effectively for your loved ones The critical difference between big-picture finances and knowing the granular details that matter How Medicare decisions made at age 65 can create enormous consequences for caregivers years later Why humanizing your loved one to healthcare providers changes the quality of care they recei Why “stuff” is such a complicated issue and how to prepare your own estate realistically _________________________ Bio Beth Pinsker is a financial-planning columnist at MarketWatch and has been a  Certified Financial Planner™ since 2018. She won a SABEW Best in Business award in 2023 for commentary for a series of columns about caring for her mother. She turned those into a book, “My Mother’s Money: A Guide to Financial Caregiving” (Crown Currency, November 2025). Beth was previously the launch Money Editor for Buy Side from WSJ, providing advice and service on anything having to do with how people handle their money. Prior to that, she was a personal finance columnist and editor at Reuters for eight years. She covered all aspects of financial planning and decision-making, such as retirement strategies, selecting employee benefits, and saving money. In 2018, she was part of a team that won a Front Page award for Live Online Video from the Newswomen’s Club of New York. Beth worked at Fidelity during the course of the Covid-19 pandemic, where she was an Editorial Director handling coverage of taxes and wealth strategies. She also was the editor of Walletpop.com, a personal finance website owned by AOL that launched in 2008 in the midst of the Great Recession and focused on frugality, budgeting and finding the best deals. Beth spent the first part of her career as a film critic and entertainment business reporter, writing for many publications, such as Entertainment Weekly, The Dallas Morning News, The Independent Film & Video Monthly, Variety and the New York Times. She had brief stints at “Who Wants to Be a Millionaire” and was an intern for “Late Night with David Letterman.” Beth has a B.A. in English from Harvard University. She is the mother of two humans and one dog and lives in Brooklyn. ______________________ For More on Beth Pinsker My Mother’s Money: A Guide to Financial Caregiving Website MarketWatch columns ______________________ Podcast Conversations You May Like Is Your House in Order? – Adam Zuckerman What Matters Most – Diane Button ______________________ I'm Just Asking for a Friend Retirement brings so many tough questions. Share your question to be answered in an upcoming retirement podcast episode. Click here to leave a voice message or send me an email at joec@retirementwisdom.com _____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60), the University of Pennsylvania, and Middlesex University (UK), a BA in Psychology from the University of Massachusetts at Amherst, and his coaching certification from Columbia University. In addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, ranked in the top 1% globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. _______________________ Wise Quotes On Becoming a Financial Caregiver “I think what really matters when you’re trying to be a financial caregiver is that you pay attention to the details. Some people, most people in fact, never have the conversation with anybody that they’re caring for, their parents, aunt, uncle, whatever. Nobody knows how much money anybody has. Nobody knows what they’re spending their money on. Everybody keeps that information private. But even if you do step into the conversation, like my Mom and I stepped into it a little bit – big picture stuff. Can you afford two houses? No, we’re going to sell one. So you can’t have a summer place anymore kind of thing. When should Dad stop driving? Big picture stuff. But nobody ever gets down to the little stuff that you have to do when you fully take over for somebody. Like when I had to step in and take care of my Mom’s bills, it got down to such nitty gritty like, do you pay your electric bill on an automated schedule? Or how do you pay it otherwise? Do you mail in a check? Like nobody talks about that kind of stuff. But that is absolutely essential when you are a financial caregiver.” On Advocacy “One of the biggest things I did with my Mom and any care setting she was in was try to humanize her for the caregivers. They needed to see her as a person who was functional.  Now, because they all they saw was a little frail old lady who was out of it most of the time, they just assumed she had cognitive decline or dementia and they weren’t trying to get her back to any sort of baseline. And so what I did was primarily showed them like, Oh, isn’t this funny? I saw this video I took two weeks ago on my phone of my Mom playing Scrabble with us. You know my Mom was fine. And then she wasn’t and they just thought that she was always like she was in the hospital. And so to fight for services and fight for what you what you need out of them with an with a person who’s sick and aging is to constantly humanize them so that people in the medical industry want to help them.” On What To Do First “You need to make sure that you have the proper documents to help somebody. We are all legal adults and nobody can help us with certain things unless they have the proper authorization.  That’s a durable power of attorney, a healthcare proxy and some kind of will or trust for after the person dies plus beneficiary designations. You need to secure the person’s phone because so much today is run,  through our phones and if you don’t have the passcode, you’re going to hit a brick wall of no – and the brick wall of no is unmovable. So you need to secure that phone. You need two factor authentication. You need to know what banking apps, and you need to just know what’s in a person’s phone. Those are the two main important things. But the last thing is even more consequential. You need to know what the person wants. Their wishes matter. Having a conversation about what they want and what you’re able to do is absolutely essential both for your mental health, your wellbeing and for how much money you can spend on any particular thing. You just have to know what page everybody’s on.”

Trae Bodge is one of the country's leading smart-shopping and personal-savings experts. You've probably seen her on CNBC and Good Morning America, or in publications like The New York Times, USA Today, and MarketWatch. She joins us on the show for a holiday-season intervention on spending, shopping, and gift-giving. Trae also shares news about her, mom-inspired Threadneedle Alley Foundation, a nonprofit that provides grants and guidance to midlife entrepreneurs facing financial challenges. Through Dec. 31, 2025, entrepreneurs ages 40 and up can apply for a $5,000 grant and ongoing mentorship .     

If an illness or death befell your parents, spouse, kids, or any other close relative, would you be able to access their financial information and handle their affairs? If something happened to you, would your spouse and family know what to do and where to find everything? If the answer is no – as it is for most people – then Beth Pinsker has a roadmap for you. Beth is a Certified Financial Planner, a columnist for MarketWatch, and the author of My Mother's Money: A Guide to Financial Caregiving. Host Robert Brokamp and Beth discuss the documents you need and where to put them. Also in this episode:-Somber news on the employment front-Bonds are having one of their best years of the past two decades-As rates on cash decline, money market funds still offer compelling yields – and, in some cases, tax benefits-Use tax-loss harvesting to reduce your tax bill and rebalance your portfolio Host: Robert BrokampGuest: Beth PinskerEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Ken Carman and Anthony Lima react to up-to-date ticket prices between the Big Ten Championship and the Cleveland Browns' Sunday showdown against the Titans. The guys also express whether they want Fernando Mendoza to play well on Saturday - even if it means Indiana beating Ohio State.

How are the Spurs staying red-hot without their Alien leader and what does it mean for when he returns? We spotlight the next big duo in the NBA...Kawhi and James Harden said they were SHOCKED when CP3 was dismissed Tuesday night. You buyin it? Ramona has the inside info... Ja, Zion, and LaMelo have a combined 5 all-star apperances and they're all 26 or younger! So why is there nearly no trade value for the trio? Tim MacMahon explains... Big Money Marks breaks down Giannis's top destinations should he officially ask out. We know about the Knicks but are there sleeper teams? Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this conversation, Etinosa and Diane discuss the intricacies of decision-making in business relationships, focusing on how pricing strategies can influence client engagement. Etinosa emphasizes the importance of framing decisions in a way that leads clients to consider options rather than simply agreeing to work together. The dialogue highlights the shift from a binary decision to a more nuanced discussion about service packages and their value. Etinosa is a behavioral economist and CEO of Decision Alpha, a pricing strategy firm that helps businesses achieve sustainable growth through smarter, psychology-driven pricing. With over a decade of experience across global financial institutions and startups, her work helps businesses replace guesswork and anxiety with confidence and profitability. Etinosa's insights have been featured in MarketWatch and Morningstar. Be sure to check out her behavioural pricing playbook. If you are a small business owner or salesperson who struggles with getting the sales results you are looking for, get your copy of Succeed Without Selling today. Learn the importance of Always Be Curious. Accelerate Your Business Growth is proud to be included on the list of the 45 Best Business Growth Podcasts. We are also honored to be selected by FeedSpot as one of the Top 10 Growth Hacking Podcasts, Top 25 Evergreen Podcasts and Top 50 Business Growth Podcasts on the web. Each episode of this podcast provides insights and education around topics that are important to you as a business owner or leader. The content comes from people who are experts in their fields and who are interested in helping you be more successful. Whether it's sales challenges, leadership issues, hiring and talent struggles, marketing, seo, branding, time management, customer service, communication, podcasting, social media, cashflow, or publishing, the best and the brightest join the host, Diane Helbig, for a casual conversation. Discover programs, webinars, services, books, and other podcasts you can tap into for fresh ideas. Be sure to subscribe so you never miss an episode and visit Helbig Enterprises to explore the many ways Diane can help you improve your business outcomes and results. Learn more about your ad choices. Visit megaphone.fm/adchoices

How are the Spurs staying red-hot without their Alien leader and what does it mean for when he returns? We spotlight the next big duo in the NBA...Kawhi and James Harden said they were SHOCKED when CP3 was dismissed Tuesday night. You buyin it? Ramona has the inside info... Ja, Zion, and LaMelo have a combined 5 all-star apperances and they're all 26 or younger! So why is there nearly no trade value for the trio? Tim MacMahon explains... Big Money Marks breaks down Giannis's top destinations should he officially ask out. We know about the Knicks but are there sleeper teams? Learn more about your ad choices. Visit podcastchoices.com/adchoices

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

Americans’ inability to save what they want, more so than an inability to spend what they want, is impeding financial happiness. MarketWatch talked to people who consider themselves happy about how they use their money. Philip takes a look at the 33 definitive rules for a road trip. Philip Teresi on KMJ is available on the KMJNOW app, Apple Podcasts, Spotify, YouTube or wherever else you listen to podcasts. -- Philip Teresi on KMJ Weekdays 2-6 PM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Website | Facebook | Instagram | X | Podcast | Amazon | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

Americans’ inability to save what they want, more so than an inability to spend what they want, is impeding financial happiness. MarketWatch talked to people who consider themselves happy about how they use their money. Philip takes a look at the 33 definitive rules for a road trip. Philip Teresi on KMJ is available on the KMJNOW app, Apple Podcasts, Spotify, YouTube or wherever else you listen to podcasts. -- Philip Teresi on KMJ Weekdays 2-6 PM Pacific on News/Talk 580 AM & 105.9 FM KMJ | Website | Facebook | Instagram | X | Podcast | Amazon | - Everything KMJ KMJNOW App | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.

In the quiet chaos of a family crisis, a single phone call can upend your world. For Beth Pinsker, CFP®, that call came when her 76-year-old mother, living independently in Florida, faced spinal surgery and needed help managing her daily life—and her money. What followed was nine months of medical ups and downs, culminating in her mother's passing and the grueling task of settling her estate. Pinsker, a retirement and financial planning columnist at MarketWatch, channeled this experience into her new book, My Mother's Money: A Guide to Financial Caregiving. It's not just a memoir; it's a roadmap for the 63 million Americans—often sandwiched between their own lives and aging parents—thrust into financial caregiving roles.As a Certified Financial Planner who doesn't manage client money, Pinsker's expertise shines through her journalistic lens. "I just write about this stuff for educational purposes and to help guide people through holistic planning," she explains in a recent interview with the Positive Aging Community. Her book demystifies the "mess" of elder finances, blending raw storytelling with practical tools. Structured in five parts—Getting Started, The Cost of Care, How to Make the Money Last, Settling the Estate, and Workbooks—it's designed to turn dread into doable steps.

Andy chats with a real person (not an advisor), Beth Pinsker, a columnist for MarketWatch, about her new book, My Mother's Money, A Guide to Financial Caregiving.In the book, Beth details her personal experience in becoming her mother's financial caregiver, both during her mother's end of life and health decline, and beyond her mother's death and through the estate administration process.The book provides tons of practical knowledge, insight and recommendations for how to ensure your financial affairs are in order, that others who need access to information and accounts have it, that end-of-life planning scenarios are less painful and difficult than they otherwise would be and that estate administration isn't more cumbersome, lengthy and challenging than it needs to be.This book is a must read!Links in the episode:Beth's website - https://bethpinsker.com/To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

When you're suddenly put in charge of an aging parent's finances, the emotional toll is heavy, and the financial fallout can be even heavier. In this episode, Jean Chatzky is joined by certified financial planner and MarketWatch columnist Beth Pinsker, author of My Mother's Money: A Guide to Financial Caregiving. Together, they unpack Beth's personal journey of managing her mother's finances through illness, surgery, and estate settlement. Even with decades of experience writing about money, Beth found herself caught off-guard by just how complicated — and expensive — caregiving can be without the right documents and conversations in place. What You'll Learn: The most overlooked (and affordable) legal documents everyone needs The difference between joint accounts, POA, and transfer-on-death How to prep for financial caregiving before a medical emergency The unexpected costs of not planning ahead — and how to avoid them How to be “the person who gets called” in a crisis — and what to ask in advance

Buck Klintworth, senior vice president and portfolio manager at Chase Investment Counsel, says the market isn't looking like it will make dramatic moves before the end of the year, but he does expect a "small correction." Because he believes that the underpinnings for the economy are solid and forces like the artificial intelligence boom are backstopping the market, he expects that correction to be a buying opportunity for investors. Tani Fukui, senior director for global economic and market strategy for MetLife Investment Management, says she expects the Federal Reserve to follow through with rate cuts — even as the market seemed to waver in its confidence in cuts on Thursday — and that the move and the coming rate-cut cycle will help the U.S. economy avoid a recession. Josh Duitz, global head of income for Aberdeen — manager of the Aberdeen Total Dynamic Dividend Fund — talks about where he is finding success in generating elevated income at a time when rate cuts are making it harder for investors to earn easy yields. Duitz discusses international investing and whether the rally overseas can continue in the face of reduced currency impacts, where high-flyers like the Magnificent Seven stocks fit in with his portfolio (or don't), and which sectors he is finding most attractive right now. Beth Pinsker, financial planning columnist at MarketWatch, discusses her recent piece on what the release of new tax brackets for 2026 means for investors who are considering Roth IRA conversions. Pinsker notes that the bracket changes will change the math, especially for people who were on the fence about whether a conversion could be worthwhile.

Send us a textSabina Nawaz is the author of YOU'RE THE BOSS: Become the Manager You Want to Be (and Others Need) and an elite executive coach who advises C-level executives and teams at Fortune 500 corporations, government agencies, nonprofits, and academic institutions around the world. Sabina routinely gives speeches each year and teaches faculty at Northeastern and Drexel Universities. During her fourteen-year tenure at Microsoft, she went from managing software development teams to leading the company's executive development and succession planning efforts for over 11,000 managers and nearly a thousand executives, advising Bill Gates and Steve Ballmer directly. She has written for and been featured in Harvard Business Review, The Wall Street Journal, Forbes, Inc., Fast Company, NBC, Nasdaq, and MarketWatch.A  Few Quotes From This Episode“It's not power that corrupts. It's pressure.”“As our job expands, the added pressure to perform corrupts our actions, and our increased power will blind us to the impact of those actions.”Resources Mentioned in This EpisodeBook: You're the Boss: Become the Manager You Want to Be and Others Need by Sabina NawazForbes Article: “Under Pressure: Why Stress, Not Power, Corrupts Leadership Actions” by Sabina Nawaz on ForbesBook: Creative Acts for Curious People by Sarah Stein GreenbergAbout The International Leadership Association (ILA)The ILA was created in 1999 to bring together professionals interested in studying, practicing, and teaching leadership. About  Scott J. AllenWebsiteWeekly Newsletter: Practical Wisdom for LeadersMy Approach to HostingThe views of my guests do not constitute "truth." Nor do they reflect my personal views in some instances. However, they are views to consider, and I hope they help you clarify your perspective. Nothing can replace your reflection, research, and exploration of the topic. ♻️ Please share with others and follow/subscribe to the podcast!⭐️ Please leave a review on Apple, Spotify, or your platform of choice.➡️ Follow me on LinkedIn for more on leadership, communication, and tech.

What if marketing wasn't about tactics and funnels, but about connection, real, human connection that builds trust, alignment, and long-term success?In this episode of the Sacred Changemakers Podcast, I'm joined by Behdad Jamshidi, founder of CJAM – The Marketing Connector. After noticing how many businesses struggled to navigate the overwhelming world of marketing, he created CJAM to help leaders find clarity, connecting them with the right agencies and strategies for their unique needs. Over the past seven years, he's assessed more than a thousand agencies, curating a network of trusted partners across every niche. What makes Behdad's work so powerful, though, is his approach. With a background in engineering and a deep appreciation for human connection, he bridges structure with soul. Featured in MarketWatch, Bloomberg, and The National Post, he's become known as a “super connector”, someone who weaves people, ideas, and purpose together.Together, we explore what it really means to market and lead with soul. Behdad shares practical insights on building authentic relationships, selecting marketing partners that truly align, and how doing your own inner work, through self-awareness, emotional intelligence, and mentorship, can transform the way you present yourself in business.This conversation is for anyone who has ever struggled to make marketing feel authentic or wondered how to grow their business without compromising their values. He offers wisdom and grounded strategies that prove success and sincerity don't have to be at odds.Key TakeawaysHow authentic human connection and self-awareness transform not only relationships but also marketing success.Why understanding your own values, beliefs, and stories is the foundation for creating meaningful brand resonance.A practical guide to choosing and working with marketing partners at different business stages, from early contractors to specialized agencies.How emotional intelligence, self-reflection, and inner work directly influence external results in business growth.Why storytelling, values, and emotional resonance are more powerful than tactics in creating lasting trust and engagement.Learn More About Today's GuestCJAM The Marketing Connector website ****→ https://cjammarketing.com/Behdad on LinkedIn → https://www.linkedin.com/in/behdadjamshidiExplore Sacred Changemakers:Start your journey → SacredChangemakers.comDiscover Your Resonance Code → quiz.SacredChangemakers.comJoin our community → SacredChangemakers.com/communitySubscribe to The Coaching (R)evolution Newsletter → https://www.linkedin.com/newsletters/the-coaching-r-evolution-7371571227230101504/Books by Jayne Warrilow:‘Becoming: Poems From The Thresholds Of Change' → https://amzn.to/42DM1WI‘Beyond Profit: The Sacred Changemaker's Guide To Reimagining Business And Leading Regenerative Change →

The Emperor New Clothes - looks familiar. A closer look at valuations Tariffs under fire - Supreme court hearings. And our Guest, Manual Blay – The Dow Theory.com  - Newsletter – Home of the Schannep & Blay Timing Indicators. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets. Mr. Blay's investment Letter is frequently quoted by Forbes, MarketWatch, Yahoo Finance, etc. Furthermore, he has extended the application of the Dow Theory beyond stocks to encompass U.S. bonds and precious metals. Throughout his career, Mr. Blay has actively traded for his personal portfolio. Prior to his endeavors as a trader and investment writer, he held a directorial position at an investment fund management company. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz  Stocks mentioned in this episode: (DELL), (AMD), (NVDA), (AAPL), (F), (SPY), (QQQ)

Our guest today is Beth Pinsker, CFP®-- seasoned financial journalist, MarketWatch columnist and author of the new book, My Mother's Money: A Guide to Financial Caregiving. She represents the sandwich generation and gives us tips, advice, and cautionary tales about her firsthand experience after finding herself caring for her mother and her finances. She explains that caregiving isn't just forms and bank calls—it's love, logistics, and a dash of stubborn grit. Beth also shares: The "death file" story that changed everything How to survive bank pushbacks on powers of attorney Why a tiny funeral policy became an act of love The must-do digital steps that make caregiving possible in a two-factor world     ===DEALS & DISCOUNTS FROM OUR TRUSTED PARTNERS===

Justin Bieber BioSnap a weekly updated Biography.Justin Bieber has hit headlines again this week both for his career decisions and his increasingly public devotion to family life. The most significant news is his open admission that touring is simply not a priority for him right now. During a recent Twitch livestream where he spent the evening carving pumpkins with friends, Justin told fans that years of touring have left him burned out and even just the idea of getting back on the road feels super daunting. According to People magazine, he said he loves performing, but committing to a year and a half or more of global touring is out of the question for now. Instead, Bieber is focusing all his energy on select, high-impact events like Coachella, where he will perform both his latest albums, including “Swag” and “Swag 2,” for the first time, alongside his classic hits. He is set to headline on both Saturdays of the festival, April 11 and 18, which organizers and fans alike consider a major pop moment and potential career pivot.In terms of music news, Justin is back with fresh visuals as well. A new video for his song “Speed Demon” just dropped, filmed at the Coachella festival grounds, generating buzz across platforms and fueling anticipation for his upcoming live sets. On the lighter side of pop culture, he's gone viral for admitting to delaying the start of his concerts to finish intense ping pong games with his crew, as revealed by Z97.1, which fans embraced as peak Bieber quirkiness.On the home front, Justin's relationship with Hailey remains a magnet for attention. The couple recently celebrated Halloween with their son Jack, dressing up as the Incredibles, which even earned a shoutout from Disney. Social media went into overdrive when Hailey posted a bikini photo carousel from Kendall Jenner's 30th birthday getaway; Justin's explicit public comment was widely shared, underlining ongoing chemistry between the couple. Elle reported that insiders see them as soulmates, with parenthood deepening their bond. More PDA-filled photos from Justin have circulated, showing a couple enjoying family milestones and taking little notice of outside commentary.There's also a brush with the business world. Hailey Bieber's Rhode beauty brand scored a record-breaking launch at Sephora this fall, though the parent company Elf Beauty's stock dropped after weaker-than-expected earnings, as reported by MarketWatch. Overall, the lasting impact comes from Justin's step back from touring and his visible prioritization of family and selective, meaningful musical moments—signaling a new era less defined by constant movement and more by intentional choices. No substantial unverified rumors have surfaced, and all major stories are confirmed by established media outlets.Get the best deals https://amzn.to/3ODvOtaThis content was created in partnership and with the help of Artificial Intelligence AI

Justin Bieber BioSnap a weekly updated Biography.Justin Bieber has been making plenty of headlines in the last few days thanks to a mix of career moves, family moments, and candid responses lighting up social media. The biggest music news is his release of the music video for Speed Demon, the lead track from his new album SWAG II. Shot in striking black and white and directed by longtime collaborator Rory Kramer, the video takes place at the Empire Polo Club—the iconic grounds of the Coachella Valley Music and Arts Festival. This location choice is no coincidence, as Justin is set to headline Coachella in 2026, sharing the stage with fellow chart-toppers Sabrina Carpenter and Karol G. Clips from the video show him dancing across the Coachella grounds while his family, including wife Hailey, cheer him on, combining professional triumph with personal warmth as reported by BOB FM and Krush 92.5.Family life is also in the spotlight, with Justin and Hailey sharing affectionate photos and playful Halloween snapshots on Instagram. Hailey posted a series of pictures from their trip to celebrate Kendall Jenner's 30th birthday, including several candid bikini shots that prompted Justin's unfiltered four-word public reply: Oh my fuckin god, as spotted by Elle and UNILAD. The two also dressed up as The Incredibles for Halloween with their one-year-old son Jack, earning a shout-out from Disney and fueling even more love from fans and followers. On November 4, Justin posted his own PDA-filled photo with Hailey, drawing countless likes and comments, as covered by iHeartRadio.Meanwhile, Justin recently admitted in a Halloween livestream that touring still feels daunting and the idea of hitting the road is overwhelming, a sentiment that's resonated across interviews and fan forums as noted by Max FM. While these remarks hint that major touring is not imminent, they underscore his ongoing transition between superstar obligations and family priorities.In business news, while it's Hailey in the headlines due to the blockbuster launch of her Rhode beauty brand at Sephora and the ensuing Wall Street rollercoaster for parent company Elf Beauty—details from MarketWatch—the Bieber name continues to drive both media and financial buzz. Notably, Justin quietly exited his streetwear label Drew House some months ago, marking a significant change in his entrepreneurial footprint, according to Spreaker's Justin Bieber Audio Biography.On social media, his every move and comment—especially those about his wife—have attracted swift attention, creating a viral ripple effect. Despite past rough patches, outlets like People and Elle note the couple is tighter than ever, with parenthood deepening their connection and shaping this new, more grounded phase of Justin's life. His blend of public affection, career evolution, and candid admissions has cemented his standing as one of pop culture's most watched figures this November.Get the best deals https://amzn.to/3ODvOtaThis content was created in partnership and with the help of Artificial Intelligence AI

Ken Carman and Anthony Lima discuss Red Panda's return to the Cleveland Cavaliers halftime show, as well as a Market Watch for a Yo-Yo Ma concert in Cleveland.

In this episode of Journey to Launch, I'm joined by Beth Pinsker, financial planning columnist for MarketWatch, Certified Financial Planner, and author of My Mother's Money: A Guide to Financial Caregiving. Beth shares her personal and professional insights on what it really takes to manage a loved one's finances and why preparing now can save you (and your family) heartache, time, and money later. We talk about the realities of caregiving from setting up power of attorney and health care proxy forms, to navigating long-term care insurance and estate planning. Beth's own journey caring for her mom opened her eyes to how unprepared most of us are for this role and inspired her to create the guidebook she wishes she'd had. In this episode, Beth also shares:  How to proactively start financial caregiving conversations with your parents or adult children even when it feels uncomfortable The real cost of caregiving (and how to plan for it before it derails your financial goals) How to handle sibling dynamics and avoid conflict when managing a parent's money he importance of updating beneficiaries, wills, and trusts and why it's easier than most people think Check out the video to this episode on YouTube here. Other related blog posts/links mentioned in this episode: Read Beth's book, My Mother's Money: A Guide to Financial Caregiving Get your copy of Your Journey To Financial Freedom if you haven't already. Apply to Share Your Journeyer Story, here. Join the Journey to Launch Book Club to dive deeper into financial freedom with guided discussions and resources here! Join The Weekly Newsletter List to get updates, deals & more! Leave Your Journey To Financial Freedom a review! Get The Budget Bootcamp Check out my personal website here. Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here! Connect with Beth: Website: BethPinsker.com Instagram: @bethpinsker_ny Bluesky: bethpinsker.bsky.social‬ Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide

Our guest on the podcast today is Beth Pinsker. She's a certified financial planner and the author of a new book called My Mother's Money: A Guide to Financial Caregiving. Beth is also a veteran financial journalist. She's currently a financial planning columnist at MarketWatch and has also worked at Reuters, Fidelity, and Walletpop.com. Prior to covering personal finance, she was a film critic and entertainment business reporter, writing for Entertainment Weekly, The Dallas Morning News, and many other publications. Beth received her bachelor's degree in English from Harvard.BackgroundBioMy Mother's Money: A Guide to Financial CaregivingFinancial Caregiving and Long-Term-Care Insurance“I Thought My Mom Had Done all the Right Estate Planning Before She Died, but I Missed Some Important Things,” by Beth Pinsker, marketwatch.com, July 29, 2023.“How Much Long-Term-Care Insurance Do I Need?” by Beth Pinsker, marketwatch.com, June 25, 2024.“5 Things I Learned From Managing My Mother's Money,” by Beth Pinsker, aarp.org, Oct. 2, 2025.Power of Attorney, Estate Planning, and Financial Scams“‘It Broke Me': Everyone Says You Need Power of Attorney, but Nobody Tells You How Hard It Is to Use,” by Beth Pinsker, marketwatch.com, July 29, 2023.“Many of Us Come to Estate Planning Too Late. Here's What Finally Pushed Me to Do It,” by Beth Pinsker, marketwatch.com, June 15, 2025.“My Relative, 80, Was About to Be Scammed Out of $40,000. Here's How I Stopped It,” by Beth Pinsker, marketwatch.com, Aug. 6, 2025.Other“What Should Be in Your ‘Death' File,” by Beth Pinsker, reuters.com, Aug. 1, 2014. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Adrian Helfert, chief investment officer for alternative and multi-asset investments at Westwood Holdings Group, says that a stock market that has averaged a 17% annualized gain for well over a decade "is not the equity environment that my dad knew," but while over-sized gains make investors worry that trouble must lie ahead, he thinks the market will roll on for as long as earnings continue to grow. Helfert says there's about a 30 percent chance of a recession in the next 12 months, enough to worry about -- and to prompt investors to diversify -- but not enough to head to the sidelines. With the stock market keeps flirting with record highs, Mark Hulbert, editor of the Hulbert Financial Digest, talks about a column he wrote recently for MarketWatch in which he noted that peaking markets don't actually make it any easier on money managers trying to pick winners. Beth Pinsker, financial planning columnist at MarketWatch, details the hard dynamics and impossible decisions she faced when she became financial caretaker for her mom. Pinsker's book, "My Mother's Money: A Guide to Financial Caretaking," is out today and it contains lessons not only for those who will take over affairs for parents, but for seniors who don't want to leave a burden to their children. (Bonus: You will learn the importance of making sure your financial accounts have a "trusted contact.")

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAMRobert P. Finley CFA, CFP®Founder & Principal at Virtue Asset ManagementVirtueAM.comAUM $200M AUMBioRobert P. Finley CFA, CFPRobert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high-net-worth individuals. Robert has been featured in Barron's, CNBC, USA Today, US News, Money Magazine, MarketWatch,NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF's Trust department as a Senior Portfolio Manager.In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.

"How are we going to pay for all of this?" It's a caregiver's biggest fear, and few have an answer. Too many families face a loved one's health crisis unprepared for the financial chaos that follows — unable to access accounts, overwhelmed by insurance and medical decisions, and unsure where to even start. Today, we're joined by Beth Pinsker, financial columnist, CFP, and author of My Mother's Money. She shares how to make financial caregiving feel more manageable, which legal documents to have in place, and when to start having hard conversations. Tune in to learn how to go from panic to prepared! Topics discussed: Introduction (00:00) Becoming a nationally recognized financial columnist (02:07) Discovering the financial side of caregiving (06:16) Do you need a CFP as a journalist? (07:38) What it means to be a financial caregiver (11:24) Lessons and resources in Beth's book, My Mother's Money (13:32) Beth's tips for pitching journalists and media (16:09) How financial journalism has evolved (19:32) Beth's story, "What should be in your 'death' file" (20:31) Practical advice for aspiring journalists (22:45) What brought you JOY today? (24:34) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Beth Pinsker: Website: https://bethpinsker.com/ Bluesky: https://bsky.app/profile/bethpinsker.bsky.social LinkedIn: https://www.linkedin.com/in/bpinsker About Our Guest: Beth Pinsker is a financial-planning columnist at MarketWatch. She has been a certified financial planner (CFP®) since 2018. Previously, she worked at Reuters, Fidelity and Walletpop.com. Prior to covering personal finance, she was a film critic and entertainment business reporter, writing for Entertainment Weekly, The Dallas Morning News and many other publications. Her book, "My Mother's Money: A Guide to Financial Caregiving," is out in November 2025 from Crown Currency. You can follow her on BlueSky (@bethpinsker.bsky.social) or LinkedIn (@bpinsker). Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Beth Pinsker thought she was ready for anything. As a certified financial planner, MarketWatch columnist, and retirement expert, she understands what it means to plan for the future. Then her mom got sick — and suddenly, everything she thought she knew went out the window. In this powerful episode, Beth opens up about the painful choices she faced, the moment she nearly crossed a line, and the three legal documents that could have spared her family months of stress. For anyone who might one day care for a parent — or be cared for themselves — this may be the wake-up call you didn't know you needed. For more, read Liz's column every Thursday at ⁠⁠⁠On The Money⁠⁠⁠ by SoFi⁠⁠⁠⁠⁠, and follow Liz on Twitter ⁠⁠⁠@LizThomasStrat⁠⁠⁠. Additional resources: ⁠⁠⁠On The Money⁠⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠⁠Investing 101 Center⁠⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠⁠Wealth Investing Guide⁠⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠⁠ SoFi.com/Legal⁠⁠⁠. ©2025 Social Finance, Inc. All Rights Reserved.