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Are you accidentally raising a teen who knows how to spend money—but not how to manage it? In this episode, Colleen O'Grady talks with real estate investor and financial educator Jonathan Greene about how parents can help teens develop healthy money habits, financial confidence, and long-term thinking. Jonathan shares lessons he learned from his father, practical ways to talk about money at any age, and why financial literacy starts with conversations—not lectures. Key Takeaways 1. Start Talking About Money Early—and Often Money shouldn't be a taboo topic. The earlier parents begin discussing how money works, the more comfortable and confident kids become. Even simple conversations about groceries, housing, and family expenses help teens understand the real value of money. 2. Teach Financial Skills Through Everyday Life Kids learn best through experience. Whether it's comparing prices, selling unused items online, managing an allowance, playing money-based board games, or helping make purchasing decisions, everyday situations create powerful financial lessons. 3. Focus on Learning, Not Judgment When teens make money mistakes, treat them as teaching opportunities rather than reasons for punishment. Curiosity, conversation, and reflection help teens develop better financial habits far more effectively than criticism or shame. Learn more at: https://www.trustgreene.com/ Follow at: https://www.instagram.com/trustgreene/ Learn more about your ad choices. Visit megaphone.fm/adchoices
This sermon, "The Steward's Walk," continues the Money Lessons series by moving from a biblical worldview of money to the practical life of Christian stewardship. The central issue is not merely budgeting or financial discipline, but the condition of the heart before God. The sermon begins by examining four "money classrooms"—anxious, unstable, unaware, and secure—showing how childhood experiences with money often shape adult fears, assumptions, and habits. Yet Scripture calls believers to submit every financial attitude to the lordship of Christ. Psalm 24 establishes the foundation: "The earth is the LORD's." God owns all things; we are managers, fiduciaries, and stewards of what belongs to Him. Therefore, the Christian question is not, "What do I want to do with my money?" but, "What does the Master want me to do with His money?" The sermon contrasts fear-driven stewardship with faith-filled generosity through the Parable of the Talents and David's temple offering in 1 Chronicles 29. Wealth is not a trophy of merit, nor is poverty a mark of failure. Both are sovereignly assigned responsibilities under God's providence. New Covenant giving is presented not as legalistic compulsion, but as cheerful, proportionate, worshipful participation in the life of the local church. Giving is an act of corporate praise, a declaration that God is provider, and a response to grace already received in Christ. The sermon concludes by calling believers to contentment, eternal perspective, and faithful management of all God has entrusted to them.
The Michael Yardney Podcast | Property Investment, Success & Money
What if you could sit down with someone who's spent over 50 years investing, building wealth, making mistakes, and getting it right… and ask them what they wish they'd known about money from day one? Most people think building wealth is about finding the right investment or timing the market perfectly. But after more than 50 years of investing, I can tell you that's not what really makes the difference. The biggest financial mistakes I've seen – including some of my own – didn't come from bad markets. They came from misunderstandings about money itself. In today's show, leading property tax expert Ken Raiss and I discuss the differences between long-term investing and speculation, and we analyse practical tips for property investment and asset management, focusing on quality assets and ownership structures. Join us as we provide insights to help you make informed business and investment decisions in the face of market uncertainty. Takeaways Mindset is crucial for wealth creation. Delayed gratification leads to long-term success. Cash flow Buffer reduce investment risk. Strategic planning trumps luck. Fundamentals outweigh chasing hotspots. Long-term investing beats speculation. Quality assets drive sustained growth. Professional property management preserves assets. Clear financial plans provide purpose. Links and Resources: Answer this week's trivia question here - https://www.propertytrivia.com.au/ · Win a hard copy of What Every Property Investor Needs To Know About Finance, Tax And The Law · Everyone wins a copy of a fully updated property report – What's ahead for property for 2026 and beyond. Michael Yardney Get the team at Metropole Wealth Advisory to create a Strategic Wealth plan for your needs. Click here and have a chat with us Ken Raiss, Director of Metropole Wealth Advisory Get a bundle of eBooks and Reports at: www.PodcastBonus.com.au Also, please subscribe to my other podcast Demographics Decoded with Simon Kuestenmacher – just look for Demographics Decoded wherever you are listening to this podcast and subscribe so each week we can unveil the trends shaping your future. About The Michael Yardney Podcast | Property Investment And Wealth Creation Australia The Michael Yardney Podcast helps Australians build financial independence through strategic investing, wealth creation strategies and smart property decisions. We go beyond property headlines to discuss: • Building long-term wealth • Creating intergenerational wealth • Passive income strategies Australia • Asset allocation and portfolio growth • Financial freedom through property • Strategic investing for professionals and business owners • Risk management and wealth protection • Structuring your investments for capital growth • Money management and financial habits If you want to move from earning an income to building assets that fund your lifestyle, this podcast will help you think and act like a successful investor. Discover more insights at:https://propertyupdate.com.auhttps://metropole.com.au
In this episode, the Retire While You Work® team answers listener-submitted questions on some of the most important financial conversations families face. From teaching kids healthy money habits and knowing when to discuss inheritance with your children, to building a strong financial foundation as a young family and preparing for retirement as a couple, the team shares practical insights and perspectives to help you navigate each stage of life with confidence.Have a question you'd like us to cover in a future episode? Leave it in the comments.
Why Financial Freedom Fails When Money Loses Value Why Financial Freedom Fails Without Real Money A lot of high achievers have learned how to earn, save, and build. But what happens when the system underneath that success becomes less stable than it looks? In this episode of Richer Soul, Rocky Lalvani sits down with David Morgan to explore a question that goes far beyond markets: what is money actually supposed to do, and what happens when it stops doing it? David shares the childhood moment that first made him question currency, then walks through the deeper consequences of inflation, debt, fiat money, and a financial system built on constant expansion. He explains why he sees gold and silver as insurance rather than speculation, why digital convenience can become digital control, and why financial freedom means more than a large account balance. The conversation ultimately turns inward, asking what kind of life still feels rich when the external scorecard loses its grip. In This Episode: Why David Morgan's fascination with money started with a 1965 quarter The difference between currency, money, and stored value How inflation quietly taxes savers and squeezes the middle class Why debt-based systems eventually hit hard limits The growing risk of programmable digital money Why Morgan views gold and silver as protection, not hype What real success looks like when you stop outsourcing your definition of it Key Insights: Financial freedom is weaker than it looks when the currency itself keeps shrinking. Real money, in Morgan's view, is about independence from counterparty risk. Convenience without sovereignty can become control. A stronger wealth mindset includes both financial resilience and internal clarity. Life fulfillment comes from values, relationships, and purpose, not only numbers. Money Lessons from David: David Morgan brings a clear and provocative perspective on money. He argues that real money must do more than facilitate transactions. It must also store value over time. In his view, inflation quietly erodes purchasing power, debt-driven systems become increasingly fragile, and most people underestimate how much currency debasement affects their long-term freedom. That is why he sees gold and silver not primarily as speculative investments, but as forms of financial insurance held outside the traditional banking system. Why This Conversation Matters: This conversation matters because it challenges successful people to think beyond income, net worth, and conventional financial planning. For entrepreneurs and high achievers, the episode raises a deeper question: how secure is financial freedom if the system underneath it keeps changing? Whether or not listeners agree with all of David's conclusions, this episode invites a more serious look at inflation, debt, sovereignty, and the difference between external wealth and genuine stability. About David Morgan: David Morgan is one of the world's most trusted voices on precious metals, macroeconomics, and the silent storm building beneath the financial system. As a strategist with over four decades of experience, he's guided thousands of investors through the fog of fiat currency, market manipulation, and debt-driven illusion. He publishes The Morgan Report, authored The Silver Manifesto, and is frequently featured on major media outlets and financial documentaries including the Four Horsemen film. But David's mission goes far beyond the financial markets. He challenges the mainstream narrative and encourages audiences to see beyond political spin, economic distraction, and digital overreach. His upcoming documentary Silver Sunrise confronts the erosion of liberty through centralized monetary control. David teaches people how to think—not what to think—empowering them with clarity, humility, and context in an increasingly confused world. Links: Website: https://www.themorganreport.com/ Blog: https://www.themorganreport.com/blog/ Medium: https://medium.com/@themorganreport Substack: https://themorganreport.substack.com/ LinkedIn: https://www.linkedin.com/in/thedavidmorgan/ X: https://x.com/silverguru22 Facebook: https://www.facebook.com/TheMorganReport YouTube: https://www.youtube.com/@silverguru Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro appointment 15 minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Some music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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You Can't See the Diamonds at Your Feet You've built the business. Hit the numbers. Earned the respect. So why does something still feel like it's missing? This episode doesn't offer a quick fix. It offers something rarer: an honest diagnosis from someone who has spent decades inside physics, entrepreneurship, mountain climbing, and the therapy room, and who keeps arriving at the same uncomfortable conclusion. Most high achievers aren't lacking success. They're lacking awareness. In This Episode: Why Lincoln views money as a resource, never a scarce one, and how that shaped a life driven by value over accumulation The spectrum between sanity and insanity, and why the ability to communicate is what actually separates them How our education system was designed to socialize and economize, not to teach fulfillment What it means to have diamonds at your feet and not be able to see them The commoditization of psychedelics and why Lincoln has grown disillusioned with the trend Creativity as the essential bridge between material success and genuine spiritual depth Why what looks like a small adjustment to you might be a seismic shift for the person you're trying to help Key Insights: Awareness is the root of everything. Lincoln returns to this word throughout the conversation. Before you can change anything, you have to honestly reckon with what you're actually doing and what role you're playing in the life you have. Creativity is the bridge to spirit. Lincoln argues that spirituality cannot simply be added to a rational or achievement-driven life, but creativity can. And from creativity, beauty follows, and from beauty, something genuinely transcendent becomes reachable. Negative mentors are as valuable as positive ones. Lincoln has had a handful of truly good mentors and hundreds of bad ones. He considers both equally instructive, and has long wanted to write a book about learning from failure and from people who get it wrong. A small adjustment to you may be a seismic shift for someone else. This reframe alone is worth the listen. It explains so much of why people appear stuck even when the path forward seems obvious from the outside. Legacy is the real measure. When asked what truth about success he wishes more people understood, Lincoln's answer was simple and arresting: you're going to die, and you're going to be left with your legacy. How do you want to affect people when you're gone? Money Lessons from Lincoln: Lincoln Stoller grew up in a household where money was present but never treated as the point. His father made enough that scarcity wasn't the lesson, and so Lincoln absorbed a different one: money is a resource, not a destination. What he came to care about instead was value, the quality of what a thing is actually worth in terms of insight, experience, and growth. "I don't care about quantity of money," he says in this conversation. "I care about quality of value. Hell with money, it's all about value." For anyone who has spent years optimizing for financial outcomes and still feels like something is off, that distinction is not just refreshing. It is diagnostic. Why This Conversation Matters: The version of success most high achievers are chasing was designed by someone else. Lincoln traces it back directly, to an education system built in 19th-century Prussia to prepare people for industrial participation, not personal fulfillment. The result is a culture full of people who have met every grade, hit every milestone, and built identities that feel hollow from the inside. Lincoln has watched it play out in his therapy practice for years. He watched it play out among his high school peers, some of whom achieved everything the system asked of them and later took their own lives. This is not a conversation about working harder or optimizing better. It is a conversation about whether the thing you are working toward is actually yours. About Lincoln Stoller: He combines science, spirit, economics, and mental health through an understanding of the hard sciences, the psyche, and the behavior of groups. He is trained and practice as an independent physicist publishing on topics in fundamental quantum mechanics, a past computer software entrepreneur in business automation, and now a professional psychotherapist. He began traveling across the US as a kid, assisting his father, an architectural photographer. Then he took up mountaineering, exploring wild lands on four continents, from the tropics to the Arctic. His graduate studies took him to six universities, during which time he traveled widely and became an ambassador to families in the Caribbean and Mongolia. As a counselor, he works with people on both the high and low ends of the spectrum using brain retraining, talk therapy, hypnosis, diet, somatic experience, and psychedelics. On the high end, he's a coach; on the low end, he's a therapist. He inverts these by making the able more aware of their disabilities, and the disabled more aware of their abilities. As a blogger, podcaster, and author, he publishes regularly on topics brought to him by his connections in work, physics, his teenage son, and reflections he sees in society. His emphasis is on getting people to think more deeply, become more self-aware, and to embrace radically different points of view. He is not an academic, not the usual therapist, and he rails against anything institutional. To evolve requires leaving everything behind, including the mind he has grown up with. Links: Website: https://www.mindstrengthbalance.com/ LinkedIn: https://www.linkedin.com/in/lincolnstoller/ Facebook: https://www.facebook.com/lincolnstoller/ Watch the full episode on YouTube: https://www.youtube.com/@richersoul Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro appointment 15 minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Some music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Hear money lessons from NerdWallet moms and learn how to budget for healthcare on a high-deductible plan. What does motherhood teach you about money? In honor of Mother's Day, hosts Sean Pyles, CFP®, and Elizabeth Ayoola gather money lessons from NerdWallet moms — including Erin El Issa, Amanda Barroso, Kate Ashford, and Pamela de la Fuente — as well as from Sean's mom, Jeanne. They explore the pressure to keep up with influencers and other parents, the costly belief that core childhood memories can be bought, the role allowances play in helping kids feel the weight of their own money, and what becoming a parent reveals about long-term saving. How do you budget for healthcare when your employer switches you to a high-deductible plan and bills are coming in faster than you can build up your HSA? Sean and Elizabeth are joined by personal finance writer Kate Ashford to answer a question from a listener whose routine doctor visit ballooned from a $30 quote to nearly $500 out of pocket. They dig into the triple tax advantages of HSAs, the math behind comparing high-deductible and traditional coverage, why the first year on an HDHP can feel especially brutal, and what to do when medical expenses outpace your savings. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices
What do income taxes, market volatility, and everyday money habits have in common? More than you think. In this episode, we unpack the surprising history of how the modern tax system helped spark America's cocktail culture, why investors who stayed disciplined through recent market swings are being rewarded, and the subtle strategies wealthy individuals use to manage their finances. It's a mix of history, behavior, and practical insight; all designed to help you think a little differently about your finances. Check Out Our Investor Guide Series: https://www.premieriwm.com/investor-guides Get started on your path to financial freedom: www.premieriwm.com Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Consult your tax professional about eligibility to Roth and Traditional IRA contributions. Contributions and earnings in a Roth IRA can be withdrawn without paying taxes and penalties if the account owner is at least 59 ½ and has held their Roth IRA for at least five years. Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of the conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
In this episode, I'm diving into a powerful conversation around generational growth and what it really looks like to build wealth, stability, and opportunity beyond just your current season. We explore how cash flow isn't just about what you're making right now—it's about how you're thinking, planning, and leading in a way that supports long-term impact. I share insights on shifting from short-term wins to sustainable growth, and how your relationship with money directly influences what you're able to create and pass on. I also walk through what it means to approach your business and finances with a bigger vision—one that moves beyond survival or even success, and into true legacy-building. This includes making more intentional decisions, understanding how to create consistency in your income, and stepping into a level of leadership that supports not just you, but future generations. If you've been thinking about how to grow in a more expansive, aligned way, this episode will help you start seeing money and business through a completely different lens. Liked this episode? Make sure to subscribe to our podcast and leave a review with your takeaways, this helps us create the exact content you want! KEY POINTS: 00:00 Welcome to Woman of Influence 00:49 Meeting in Person 01:30 What Influence Means 02:31 From Corporate to Entrepreneur 04:35 Divorce and Turning Point 05:41 Immigrant Roots and Resilience 08:12 Money Lessons from Mom 08:37 Growth Collective Offer 10:20 Living Under Your Means 14:12 Exit Culture Hot Take 18:06 Holistic Growth and Lifestyle 21:08 Get Your Assets Together 23:03 Work Optional Freedom 23:42 Who She Helps Now 24:00 One Ideal Client 25:21 Generational Wealth Timing 27:06 Risk Curve Basics 29:46 Business Acquisition Flywheel 31:17 Lifestyle Creep Math 34:16 Depth Over Scale Story 36:10 Foster Adoption Shift 41:31 Kids Trust And Trends 45:03 AI Valuations Outlook 49:50 Where To Find KK QUOTABLES: “ Everyone wants greater, but they're not willing to go deeper.” - Julie Solomon “ I think there's something to the idea that you can have both. I know that's controversial these days, but you can be personally successful and professionally successful if you're thinking about that long-term success in a more strategic, intentional, and proactive way.” - KK Hart GUEST RESOURCES: Check out the Generational Growth Docuseries on YouTube Learn more about Cashflow 2.0 Learn more about KK on her Website RESOURCES: [UNSCRIPTED: THE MASTERMIND] This 12-month, application-only mastermind is designed for high-caliber entrepreneurs ready to refine their positioning, amplify visibility, and scale strategically. If selected, you'll receive 2 1:1 calls with me, monthly mastermind sessions, two retreats, and a guest feature on Woman of Influence. Apply now and, if it's aligned, we will personally reach out with next steps.
In this episode of I Wish I Knew Sooner, I'm sharing the money lessons that would have saved me so much stress, second-guessing, and unnecessary struggle in business. We're talking about why you can't price for the best-case scenario, the importance of paying yourself first, knowing your monthly number, separating out money that isn't really yours, and planning for the number and type of projects you actually need to hit your revenue goals. If you've ever had money coming in but still felt strapped, overwhelmed, or unsure whether you were truly profitable, this episode will help you start looking at your business finances with more clarity, intention, and confidence.Ready to stop waiting for better opportunities and start creating access to them?Join me for my FREE live workshop, The V.I.P. Path to Your Highest Design Fee, where I'll show you the three shifts that help designers get seen, invited, and paid for bigger design projects.Wednesday 6/24, 12pm Eastern.
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3350: Vicki Cook draws unexpected parallels between spinning classes and smarter money habits, showing how investing in yourself, building routines, and seeking guidance can pay off in multiple areas of life. Her insights highlight how prioritizing health, community, and ambitious goals can lead to stronger financial and personal outcomes. Read along with the original article(s) here: https://womenwhomoney.com/money-lessons-spinning-class/ Quotes to ponder: "Spending money on yourself and your wellness matters too." "Whatever it is you're focusing on, put it first and it's more likely to get done." "Start strong, set the bar high, and you'll end up further ahead." Episode references: The 7 Habits of Highly Effective People: https://www.amazon.com/7-Habits-Highly-Effective-People/dp/1982137274 Learn more about your ad choices. Visit megaphone.fm/adchoices
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3350: Vicki Cook draws unexpected parallels between spinning classes and smarter money habits, showing how investing in yourself, building routines, and seeking guidance can pay off in multiple areas of life. Her insights highlight how prioritizing health, community, and ambitious goals can lead to stronger financial and personal outcomes. Read along with the original article(s) here: https://womenwhomoney.com/money-lessons-spinning-class/ Quotes to ponder: "Spending money on yourself and your wellness matters too." "Whatever it is you're focusing on, put it first and it's more likely to get done." "Start strong, set the bar high, and you'll end up further ahead." Episode references: The 7 Habits of Highly Effective People: https://www.amazon.com/7-Habits-Highly-Effective-People/dp/1982137274 Learn more about your ad choices. Visit megaphone.fm/adchoices
Tiffany “The Budgetnista” Aliche Shares Money Lessons, Budgeting, Investing & Life TipsSee omnystudio.com/listener for privacy information.
In this episode, I break down what it really takes to go from having nothing to building serious wealth—without fluff, fake shortcuts, or surface-level advice. I share the lessons, mistakes, and turning points that helped me grow from being broke into building multiple 8-figure businesses. We talk about starting with simple service-based work, turning skills into scalable digital products, and using leverage to create more income, freedom, and long-term growth. If you want a realistic look at business, mindset, and building something that actually lasts, this is an episode you don't want to miss. Learn more about your ad choices. Visit megaphone.fm/adchoices
These are 8 lessons that are fundamental for enjoying life while building wealth through investing. Investing doesn't need to be overcomplicated, it just requires having the right mindset about money, learning how to keep things simple and understanding what you truly value in life.Timestamps:0:00 Stack assets and enjoy life0:41 Cultivating an investor mindset1:12 Money from a place of strength and calm2:18 Increase income streams and leverage2:46 Smart investments in bull & bear runs3:13 How to approach individual stocks4:32 Don't chase investment hype5:11 How to outperform 90% of investors5:47 Investing in your 20sWhat did you think of the episode? Let us know!Support the show
In this episode, Monika reflects on a memorable session with teenage students at a Delhi school, where seemingly simple questions led to profound insights about money, discipline, and life choices. She explains the core idea of “making money work for you” through the power of compounding, emphasizing that wealth is built not just by earning but by allowing investments to grow over time. The discussion also highlights how discipline—shaped by daily habits and environment—plays a crucial role in both personal development and financial decision-making.She also addresses broader concerns of the younger generation, from the pressure of consumerism and distinguishing wants from needs, to anxieties around AI and future careers. Her advice centers on building strong thinking skills, resisting social validation traps, and recognizing the privilege of time and financial support during youth. The underlying message is clear: financial independence begins with awareness, self-control, and the willingness to learn.In listener queries, Rohit Pal asks about Electronic Gold Receipts (EGRs), their risks, costs, and practicality compared to ETFs and SGBs; Jayaraj, an NRI, seeks guidance on whether to retain his EPF corpus or shift to other investments while planning for a special needs child; and Ujjwal Kumar discusses optimizing his daughter's long-term investment plan, where a higher allocation to mid and small cap funds is suggested along with disciplined rebalancing and a gradual shift to debt as goals approach.Chapters:(00:00 – 00:00) Money Lessons from Teenagers and Making Your Money Work for You(00:00 – 00:00) Discipline, Spending Choices and Building Financial Habits Early in Life(00:00 – 00:00) Electronic Gold Receipts, Risks and Better Ways to Invest in Gold(00:00 – 00:00) EPF Decisions for NRIs and Planning for a Special Needs Child(00:00 – 00:00) Building a Child Investment Portfolio with the Right Equity Allocationhttps://www.sebi.gov.in/legal/master-circulars/jun-2024/master-circular-for-electronic-gold-receipts-egrs-_84369.htmlIf you have financial questions that you'd like answers for, please email us at mailme@monikahalan.com Monika's book on basic money managementhttps://www.monikahalan.com/lets-talk-money-english/Monika's book on mutual fundshttps://www.monikahalan.com/lets-talk-mutual-funds/Monika's workbook on recording your financial lifehttps://www.monikahalan.com/lets-talk-legacy/Calculatorshttps://investor.sebi.gov.in/calculators/index.htmlYou can find Monika on her social media @monikahalan. Twitter @MonikaHalanInstagram @MonikaHalanFacebook @MonikaHalanLinkedIn @MonikaHalanProduction House: www.inoutcreatives.comProduction Assistant: Anshika Gogoi
It's Vivian's birthday and she's giving YOU the gift. Turning 32 means it's time for 32 real life and money lessons. In this episode, you'll learn: 1. Why you should never take advice from anyone you don't want to be, why the harder path isn't always the right one, and the small daily habits that actually move the needle on your finances and your life, way more than grinding on hard mode ever will. 2. Why individualism is quietly making you broke, why you should never take the first salary offer, and how negotiating, not just at work, but in every area of life, is the skill that separates the people who get what they want from the people who leave money on the table. 3. The real lessons about love, friendship breakups, family and money boundaries, and learning to sit with the hard stuff instead of running from it. Plus why rest, spite, and a popsicle in the shower might be the most underrated tools in your arsenal. Follow the podcast on Instagram and TikTok! Host: Vivian Tu Producer: Grace Rittenhouse Editor: Fringe Podcasts Got a financial question you want answered in a future episode? Email us at podcast@yourrichbff.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Today on the show - what lessons do you need to teach your children to give them the knowledge they need to manage their own finances later in life? Finance guru Claer Barrett is here to share her wisdom on the good - and bad - habits we can pass on to our kids. Ed Monk is joined by Claer Barrett to provide a well-balanced take on the latest financial developments together with expert insights to help you grow your capital, manage your investment portfolio and make the most of the money markets. Popular for its jargon-free approach, clear analysis and fresh perspective, The Personal Investor podcast helps shine a light on the latest market developments for the savvy UK investor.See omnystudio.com/listener for privacy information.
Want to Be the Best Version of Yourself? Sign Up Here.https://app.beerbiceps.com/web/checkout/699d46a79b98fa69b168b402Check out BeerBiceps SkillHouse Courses Here - https://www.bbskillhouse.comFor all BeerBiceps vlog content Watch Life Of BeerBiceps - https://www.youtube.com/@LifeOfBeerBicepsCheck out my Mind Performance app: Level SuperMindLink:- https://level4665.u9ilnk.me/d/F1ZOZV4OnTShare your guest suggestions hereMail - connect@beerbiceps.comLink - https://forms.gle/aoMHY9EE3Cg3Tqdx9Join the Level Community Here:https://linktr.ee/levelsupermindcommunityFollow BeerBiceps SkillHouse's Social Media Handles:YouTube: https://www.youtube.com/@BeerBicepsSkillHouseInstagram: https://www.instagram.com/beerbiceps_skillhouseWebsite : https://beerbicepsskillhouse.inFor any other queries EMAIL: support@beerbicepsskillhouse.comIn case of any payment-related issues, kindly write to support@tagmango.comFollow Prajakta Koli's Social Media Handles:-Instagram: https://www.instagram.com/mostlysane/?hl=enYouTube: https://www.youtube.com/@MostlySane/videosX: https://x.com/iamMostlySane?lang=enIn this 476th episode of The Ranveer Show, we are joined by the OG content creator, actor, and author, Prajakta Koli (MostlySane), who shares deep insights on her decade-long journey in digital media, evolving as a creator, writing her debut romance novel, and important life lessons. This episode takes you into the stories of her transition from YouTube comedy sketches to mainstream acting, and her mental and emotional growth while navigating her late 20s and early 30s.In this nostalgic catch-up conversation with Prajakta Koli and co-host Rajas, we talk about the realities of surviving 10+ years in the creator economy, dealing with creative burnout, and the profound peace she found after getting married to her long-time partner. We also understand how Prajakta learned to step out of her comfort zone, gracefully say "no," demand what she deserves in professional settings, and break out of the "nice and naive" stereotype.This episode also covers the fascinating world of romance fiction and "book boyfriends," the differences between digital content creation and traditional filmmaking, and the dark side of internet gossip and controversies. This podcast is a valuable resource for anyone interested in the realities of content creation, navigating career transitions, personal growth, mental health, and understanding the evolving landscape of digital media and entertainment in India.(00:00) – Start of the episode(01:51) – 10 Years in the Creator Economy(06:42) – Surviving Cancel Culture & Hate(11:01) – Why Prajakta Quit YouTube Sketches(16:42) – The Millennial Existential Crisis(19:54) – Life After Marriage & Finding Peace(27:17) – Becoming a Best-Selling Romance Author(30:26) – Health, Fitness & Aging at 33(33:49) – Toxic Reddit Gossip Culture(37:15) – The Wild World of Dark Romance Books(42:05) – Creepy Paranormal Encounters(46:41) – Setting Boundaries & Saying "No"(53:55) – Bollywood vs. Content Creation(59:41) – Material Dreams & Making Money(01:07:08) – Henry Cavill & The "Book Boyfriend"(01:21:18) – The Short Lifespan of Online Fame(01:29:44) – The Dream: Building a Romance Studio(01:36:29) – Childhood, Struggles & Money Lessons(01:45:37) – Reprogramming Your Inner Voice(02:08:50) – End of the episode
Money habits start forming long before most families ever talk about them. The result? Teens and adults who only know how to spend or save and miss everything else money can do. That's one reason Mac Gardner, founder of FinLit Tech, created interactive tools to teach families financial literacy. In this episode, we discuss his book The Four Money Bears, why so many parents avoid money conversations, and how early exposure shapes lifelong habits and generational wealth. Plus, find out how advisors can help close the gap, reach more families and bring more diversity into the industry. Topics discussed: Introduction (00:00) The entrepreneurial journey and founding FinLit Tech (01:35) Why financial literacy is so important for kids and families (03:49) How financial education is lacking in schools (05:38) Financial education tips and tools for young children (08:24) The three Rs of learning money and the four money functions (10:42) Building generational wealth through education and habits (12:31) Mac's book, The Four Money Bears (15:54) How gamified learning makes money more tangible (18:38) Working with E-Money to create a CFP board CE course (20:47) Diversity in the financial planning industry (23:00) What brought you JOY today? (27:40) If you're a writer who wants to take control of your finances, read Mitlin Financial's Write Your Financial Future: A Financial Guide for Authors: https://www.mitlinfinancial.com/insights/blog/write-your-financial-future-a-financial-guide-for-authors/ 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 Mac Gardner: LinkedIn: https://www.linkedin.com/in/macgardner/ Website: https://www.thefourmoneybears.com// About Our Guest: Mac Gardner, a Certified Financial Planner practitioner, has served in the financial services industry for more than 20 years. His passion for financial literacy led him to publish his first book, "Motivate Your Money!". The book serves as a tool to share his extensive experiences in the field of Personal Financial Planning. His second book, "The Four Money Bears" teaches children about the four basic functions of money. It is a fun and entertaining way for parents to start the conversation about money with their young children. Mac serves as Founder and Chief Education Officer of FinLit Tech. The company's mission is "Building a Bridge Between Financial Literacy and Financial Technology". FinLit Tech develops Financial Education tools to start the personal finance education journey from as early as elementary school. 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
School taught trigonometry and the recorder—but skipped the money lessons that matter most. In this episode of Empower Your Retirement, Frank and Frankie Guida of A Better Way Financial talk about the financial basics many people were never taught and why that leads to uncertainty later in life. The conversation focuses on common retirement questions people feel embarrassed to ask, the value of slowing down complex financial topics, and how understanding income, taxes, and planning decisions can change how retirement is approached. It’s a practical discussion about learning what you don’t know and why asking questions matters. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.
What you experienced in your childhood and the money lessons you heard can shape your money mindsetIn this episode, I'm sharing a childhood story that shaped how I viewed saving and spending, and how I had to unlearn the idea that “spending is bad” and “saving is good.” As first-gen WOC, so many of our money beliefs were formed through survival, scarcity, and subtle messages from our families.But at some point, we have to ask: What do I actually believe about money now?In this episode, you'll learn:✅ How early childhood messages shape your saving, spending, and investing habits✅ Why first-gen women often swing between extreme frugality and spending eras✅ How to build a healthy, empowered relationship with money that balances present joy and future security...Let's stay connected: Website: www.buildinggenwealth.com Instagram: @building.gen.wealthLearn more about 1:1 Money Coaching: www.buildinggenwealth.com/moneycoaching
When should you claim Social Security? Art McPherson breaks down why the right timing can transform your retirement income. He tackles volatility, tax strategy, and the myths that confuse most retirees — then shifts to an inspiring conversation with country artist Drew Baldridge about building a dream from the ground up. With real stories, relatable examples, and straightforward guidance, this episode blends financial insight with the grit of small‑business resilience. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
What Happens When a Startup Runs Out of Money | The Financial Operator Podcast | Episode 76 What happens when you do everything right, and still run out of money? In this episode of The Financial Operator: Cash In, Chaos Out, Jen sits down with Andrew Ackerman, Head of REACH Labs at Second Century Ventures, to unpack the realities of startups, fundraising, and what actually separates the companies that survive from the ones that quietly disappear. Andrew shares his firsthand story of building a startup that was gaining traction until a single world-changing event erased a signed term sheet overnight. From there, the conversation expands into what founders really need to understand about capital, leverage, timing, and decision-making. This episode covers: • What to do when funding disappears at the worst possible moment • Why "just take the money" is often the smartest early decision • The difference between venture-backed startups and traditional businesses • When fundraising should (and should not) be your full-time job • Why testing ideas cheaply beats building the wrong thing perfectly • The traits Andrew sees consistently in founders who succeed • How to find the one clear message that makes customers stop and listen If you're building a startup, considering raising capital, or trying to decide whether growth should be funded or earned, this conversation will give you clarity without hype. Watch now for a grounded, real-world look at startups, money, and making better decisions earlier. ⏱️ Timestamps 00:00 Introduction & Guest Welcome 00:26 The Moment Andrew's Startup Ran Out of Money 02:10 Why Early Funding Can Disappear Overnight 03:20 "Just Take the Money": Lessons on Leverage 04:18 Which Businesses Should (and Shouldn't) Raise Venture Capital 06:57 Equity, SAFEs, and Convertible Notes Explained 08:37 When Founders Should Start Fundraising 11:47 Andrew's Path From Founder to Investor 16:14 Inside Accelerators and Early-Stage Investing 20:16 The Traits Andrew Sees in Successful Founders 25:32 Why Stories Teach Better Than How-To Guides 28:52 Testing Ideas Before Spending Real Money 33:39 Renting vs. Buying in the Early Stages 36:18 Finding the One Message That Stops Customers 45:03 Final Advice for Founders 49:00 Andrew's Book & Where to Find Him To connect with Andrew Ackerman's website: https://www.andrewbackerman.com Buy "The Entrepeneur's Odyssey" here: https://www.amazon.com/Entrepreneurs-Odyssey-Approach-Startup-Success/dp/1032883545/ref=tmm_pap_swatch_0 Don't forget to subscribe for the latest podcast episodes and insights from @mkbcfo Do you have your own financial or business growth questions for MKB? Visit: Website: https://mkbcfo.com Instagram: https://www.instagram.com/mkb_cfo/ Facebook: https://www.facebook.com/mkbcfo LinkedIn: https://www.linkedin.com/company/mkbcfo #StartupLife #VentureCapital #Entrepreneurship #FounderJourney #StartupFunding #BusinessGrowth #RiskManagement #CashFlow #Innovation #TheFinancialOperator
Jase, Al, Zach, and Willie welcome world-famous financial advisor Dave Ramsey for a blunt conversation about the parenting lie quietly raising generations of entitlement. Dave shares hard-earned wisdom on money, discipline, and why trying to make life “easy” for kids often backfires for American families. They explore how debt, instant gratification, and misplaced ideas of fairness undermine responsibility and character. The guys challenge parents to rethink how to raise kids who are prepared for real life—not needing to be rescued from it. “Unashamed” Episode 1240 is sponsored by: https://homechef.com/unashamed — Get 50% off and free shipping on your first box plus free dessert for life! https://andrewandtodd.com or call 888-888-1172 — These guys are the real deal. Get trusted mortgage guidance and expertise from someone who shares your values! https://rocketmoney.com/unashamed — Join Rocket Money and let them help you reach your financial goals faster. http://unashamedforhillsdale.com/ — Sign up now for free, and join the Unashamed hosts every Friday for Unashamed Academy Powered by Hillsdale College Check out At Home with Phil Robertson, nearly 800 episodes of Phil's unfiltered wisdom, humor, and biblical truth, available for free for the first time! Get it on Apple, Spotify, Amazon, and anywhere you listen to podcasts! https://podcasts.apple.com/us/podcast/at-home-with-phil-robertson/id1835224621 Listen to Not Yet Now with Zach Dasher on Apple, Spotify, iHeart, or anywhere you get podcasts. Chapters: 00:00-12:16 Jase figures out who this Dave Ramsey guy is 12:17-17:47 Willie teaches the art of trash talk 17:48-25:32 How Dave Ramsey became the money guru 25:33-36:07 Sell the car! 36:08-43:41 Raising kids without entitlement 43:42-55:37 Fair doesn't always mean “equal” — Learn more about your ad choices. Visit megaphone.fm/adchoices
Shari is back with another Best of 2025 episode. This time we are talking Boring Money Moves, it is one of her 40 Money Moves at 40 episodes she released in September. Mindset matters — but without solid systems, it won't get you very far. In this episode of 40 Money Lessons at 40, we're talking about the unglamorous money moves that quietly build real stability. This is the stuff that doesn't trend on Instagram but actually changes your financial life: paying yourself first, living one month ahead, setting up simple bank systems, and creating routines that remove stress instead of adding it. We'll walk through why “leftover money” never works, how to stop feeling behind even when you're earning more, and why boring consistency beats financial chaos every time. You'll also hear how small structure creates freedom, how to avoid emotional spending traps, and why the right systems make confidence inevitable. If you're ready to stop starting over and start feeling steady, this episode is your foundation. Catch all of her 40 at 40 episodes here: 40 Money Lessons at 40 - Part 1 40 Money Lessons at 20 - Part 2 40 Money Lessons at 40 - Part 3 40 Money Lessons at 40 - Part 4 40 Money Lessons at 40 - Part 5 Talkin' Points → where your money gets smarter. Real talk, practical tips, zero guilt straight to your inbox. Sign up here. Be sure to like and follow the show on your favorite podcast app! Keep the conversation going on Instagram If this episode hits home, share it with someone who needs a calmer approach to money. Tag me @everyonestalkinmoney and let me know what clicked. Build the foundation. Your future self will thank you. Learn more about your ad choices. Visit megaphone.fm/adchoices
Can you believe this is the final episode of 2025? It feels surreal to be closing out another year of the City Girl Savings Podcast—211 episodes of financial education, mindset shifts, and real conversations about building the life you want through better money management. If you've been tuning in all year…whether this is your very first episode or you've listened to all 50+ episodes released in 2025…I just want to say thank you from the bottom of my heart. Truly. Your support, your listens, your shares, your reviews, your messages about how an episode changed your perspective... they all mean the world to me and the entire CGS team. This podcast started back in January 2022 as a way for me to share what I've learned about money, mindset, goal-setting, and creating the life you want on your own terms. Over the past four years, it's grown into such a powerful space for women to learn, grow, take ownership of their financial futures, and realize they're not alone in their money struggles. As we close out another incredible year, I've been reflecting deeply on what 2025 has taught me—not just as a money coach working with clients every week, but as a woman navigating her own financial journey, personal growth, health challenges, business evolution, and life transitions. So in today's final episode of the year, I'm sharing five powerful money lessons that 2025 taught us, along with practical ways to apply each one in 2026 so you can reach brand-new levels in your financial journey. And because I'm passionate about the transformation that happens when you have support and guidance, I'm also sharing how working with a money coach can help you implement these lessons with clarity and confidence. Grab a notebook, open your Notes app, or get ready to screenshot some key takeaways, because these five lessons are the perfect foundation for the new year ahead. Here's What You'll Learn in This Episode: Why discipline beats motivation for lasting financial results The role of mindset in determining your money success or struggles How financial systems create freedom instead of restriction Building accountability through money coaching and support systems Real client success stories: credit score increases, debt payoff, mindset shifts The power of imperfect action over waiting for perfect conditions The Perfect Year-End Reflection: After 211 episodes and countless client transformations, these five lessons represent the most powerful shifts that create lasting financial change. Whether you crushed 2025 or struggled through it, these insights will help you enter 2026 with clarity, confidence, and a concrete plan for growth. Here's a glance at this episode: [02:29] Discipline Over Motivation: Why the hard days make the biggest difference in your financial progress. [05:10] Mindset Transformation: How money coaching rewires your relationship with money, confidence, and self-worth. [09:27] Systems Create Freedom: How financial organization eliminates stress and creates lasting peace with money. [11:56] Progress Over Perfection: Why waiting for the "perfect time" keeps you stuck and how to take imperfect action. [14:40] Q1 2026 Podcast Break: What to expect during the break and exciting updates coming in April 2026.
In this special Christmas Day edition of The Balancing Act Podcast, Andy shares a holiday message and introduces listeners to his other podcast, Money Lessons with Andrew Temte, PhD, CFA. Money Lessons is a weekly show where he distills complex financial concepts through historical storytelling and practical examples. Each bite-sized episode builds on the last, creating a comprehensive foundation for smarter financial decisions. Whether you're just starting your career or planning for retirement, these lessons will change how you think about money. Subscribe to Money Lessons with Andrew Temte on your favorite podcast service. Join us next week on The Balancing Act when we return with regularly scheduled programming and a conversation about entrepreneurship with Jeff Meade of Paul Quinn College.
PARENTAL WARNING: In this episode, we move beyond the myth and explore the real story behind Santa Claus. Art dives into the life of the historical St. Nicholas and shares practical money lessons drawn from his generosity. It's the perfect episode to listen to on Christmas Eve.Resources:8 Money MilestonesChristian Money HelpAsk a Money Question!
It's the most wonderful time of the year in the basement, and we're kicking off the holiday season with our biggest, most packed episode yet. Joe Saul-Sehy, OG, and Neighbor Doug welcome Joel Larsgaard and Matt Altmix from the How to Money podcast for a year-end celebration of everything that mattered in money during 2025. Think of this as the holiday parade of personal finance episodes. There's a lot happening, it's all connected, and you'll want to stick around for the whole thing. First up, Joel and Matt join the crew for their Top 5 Lessons from the Events of 2025. From AI's real impact on everyday work to market surprises nobody saw coming, this segment unpacks the money moments that actually changed how we think about our finances. These aren't just headlines rehashed. They're the insights that'll help you make smarter moves in 2026. Then the show shifts to a fascinating trend everyone's noticing but nobody's quite figured out yet. Why is everyone suddenly betting on everything? Prediction markets are exploding, retail investors are taking bigger risks, and the line between investing and gambling feels blurrier than ever. Joe, OG, Joel, and Matt dig into what's driving this shift, whether it's brilliant or reckless, and how to think about risk when it seems like the whole world just discovered the casino. But wait, there's more. Nick from Alaska calls in with a real-world budgeting challenge that proves even the most prepared Stackers face seasonal money surprises. His situation sparks the kind of practical, helpful conversation this show does best. And because this is a holiday kickoff episode, we're wrapping with big news about the Stacking Benjamins Vault, the new tool designed to help you organize and protect your most important financial documents without the headache. This episode has everything. Big ideas, real questions, legendary guests, surprise calls, and the energy of a show that knows the best episodes are the ones where there's almost too much good stuff to fit in. Welcome to the holiday season, Stacker style. What You'll Walk Away With: • Joel and Matt's Top 5 Money Lessons from 2025 that actually matter going forward • How AI really affected work and income this year in practical, not theoretical, ways • Why prediction markets and betting culture are suddenly everywhere and what it means for investors • Whether the shift toward riskier investments is smart adaptation or dangerous groupthink • Nick from Alaska's budgeting challenge and the solutions the crew offers in real time • An inside look at the Stacking Benjamins Vault and how it helps you organize what matters most • The perfect energy boost heading into holiday episodes and a new year of smarter money moves This Episode Is For You If: • You want the year-end money recap that feels like a celebration, not a lecture • You've noticed everyone's suddenly betting on elections, sports, and markets and wonder what's going on • You love episodes with special guests, surprise calls, and enough happening to keep you engaged the whole way • You want to head into the holidays feeling smarter about money, not more anxious • You're ready to kick off the season with the Stacking Benjamins crew at their absolute best After You Listen, Share This: What was your biggest money lesson from 2025? And have you noticed yourself (or people you know) getting more comfortable with risky bets lately? Drop your thoughts in the Spotify comments or the Basement Facebook group because this episode kicks off our holiday run, and we want to hear what's on your mind heading into 2026. FULL SHOW NOTES: https://stackingbenjamins.com/year-end-lessons-with-the-runners-up-of-the-charity-challenge-1777 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Learn more about your ad choices. Visit podcastchoices.com/adchoices
It's the most wonderful time of the year in the basement, and we're kicking off the holiday season with our biggest, most packed episode yet. Joe Saul-Sehy, OG, and Neighbor Doug welcome Joel Larsgaard and Matt Altmix from the How to Money podcast for a year-end celebration of everything that mattered in money during 2025. Think of this as the holiday parade of personal finance episodes. There's a lot happening, it's all connected, and you'll want to stick around for the whole thing. First up, Joel and Matt join the crew for their Top 5 Lessons from the Events of 2025. From AI's real impact on everyday work to market surprises nobody saw coming, this segment unpacks the money moments that actually changed how we think about our finances. These aren't just headlines rehashed. They're the insights that'll help you make smarter moves in 2026. Then the show shifts to a fascinating trend everyone's noticing but nobody's quite figured out yet. Why is everyone suddenly betting on everything? Prediction markets are exploding, retail investors are taking bigger risks, and the line between investing and gambling feels blurrier than ever. Joe, OG, Joel, and Matt dig into what's driving this shift, whether it's brilliant or reckless, and how to think about risk when it seems like the whole world just discovered the casino. But wait, there's more. Nick from Alaska calls in with a real-world budgeting challenge that proves even the most prepared Stackers face seasonal money surprises. His situation sparks the kind of practical, helpful conversation this show does best. And because this is a holiday kickoff episode, we're wrapping with big news about the Stacking Benjamins Vault, the new tool designed to help you organize and protect your most important financial documents without the headache. This episode has everything. Big ideas, real questions, legendary guests, surprise calls, and the energy of a show that knows the best episodes are the ones where there's almost too much good stuff to fit in. Welcome to the holiday season, Stacker style. What You'll Walk Away With: • Joel and Matt's Top 5 Money Lessons from 2025 that actually matter going forward • How AI really affected work and income this year in practical, not theoretical, ways • Why prediction markets and betting culture are suddenly everywhere and what it means for investors • Whether the shift toward riskier investments is smart adaptation or dangerous groupthink • Nick from Alaska's budgeting challenge and the solutions the crew offers in real time • An inside look at the Stacking Benjamins Vault and how it helps you organize what matters most • The perfect energy boost heading into holiday episodes and a new year of smarter money moves This Episode Is For You If: • You want the year-end money recap that feels like a celebration, not a lecture • You've noticed everyone's suddenly betting on elections, sports, and markets and wonder what's going on • You love episodes with special guests, surprise calls, and enough happening to keep you engaged the whole way • You want to head into the holidays feeling smarter about money, not more anxious • You're ready to kick off the season with the Stacking Benjamins crew at their absolute best After You Listen, Share This: What was your biggest money lesson from 2025? And have you noticed yourself (or people you know) getting more comfortable with risky bets lately? Drop your thoughts in the Spotify comments or the Basement Facebook group because this episode kicks off our holiday run, and we want to hear what's on your mind heading into 2026. FULL SHOW NOTES: https://stackingbenjamins.com/year-end-lessons-with-the-runners-up-of-the-charity-challenge-1777 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Money is one of the most misunderstood and emotionally charged topics in business. Thinking differently about how money moves through your business and life involves more than just looking at spreadsheets, creating formulas, or trying to find quick fixes. It's about redefining your relationship with money as a reflection of your leadership, energy, and meaning.In the final episode of our 5th anniversary series on She Thinks Big, you'll learn six essential money lessons that have shaped my coaching practice and my clients' growth. I'll show you that money doesn't create safety (clarity does) and how every financial decision is an opportunity to lead intentionally.What's Covered in This Episode on Money Lessons That Help Your Business Keep More of What You Earn2:18 – The question every female entrepreneur asks about money 3:36 – The four (or five) distinct money skills that every CEO needs to have a handle on4:55 – Why giving every dollar a job transforms how you think about growth6:03 – Why money is energy, not just numbers6:53 – Why money is often the hardest struggle for most businesswomen7:49 – The metrics and meaning of money9:04 – An emotional moment of celebration and appreciation 11:34 – Your assignment for this week12:37 – What I've learned about money these past five years and after doing over 250 episodes Mentioned In Six Money Lessons That Help Your Business Keep More of What You EarnFive Leaps in Five MinutesYou Need a Budget (YNAB)Activator IntensiveAscension CollectiveSilent Saboteur AuditShe Thinks Big by Andrea LiebrossBook a Call With AndreaAndrea's LinksAndrea on LinkedIn, Instagram, and FacebookDon't Just Listen—Implement ItUntangle your time, reset your role, and build systems that don't depend on your every move. No more white-knuckling your way through success because you're not just scaling your business, you're scaling yourself.Get the clarity and capacity to lead differently and ascend to your next level. Learn how and join us at andrealiebross.com/ascensionUntangle your time, reset your role, and build systems that don't depend on your every move. No more white-knuckling your way through success because you're not just scaling your business, you're scaling yourself.Get the clarity and capacity to lead differently and ascend to your next level. Learn how and join us at andrealiebross.com/ascension.
In this episode, Luzy breaks down the top money lessons from 2025 and the wealth-building moves she's making in 2026. From navigating economic uncertainty to managing unexpected health scares, she shares a transparent look at how financial preparedness, intentional investing, and strategic planning shaped her year.Luzy explores why investing in your health is one of the most powerful wealth decisions you can make, how automating your finances reduces stress and overthinking, and why aligning your money with your values matters now more than ever. She also dives into the difference between good money vs. quick money, the rise of ethical investing, and the importance of diversifying your skill set to stay competitive in a changing economy.00:00 – Introduction: Top Money Lessons from 2025 and What's Ahead for 202601:08 – How to Navigate Financial Uncertainty and Personal Setbacks02:51 – Health Scares and the Importance of Financial Preparedness05:31 – Investing in Your Health: The Wealth Strategy Most People Ignore07:52 – Why Automating Your Finances Reduces Stress and Builds Wealth09:34 – Understanding Economic Challenges and Building a Resilient Money Mindset11:11 – Good Money vs. Quick Money: How to Make Wealth-Aligned Financial Decisions16:16 – Ethical Investing: Aligning Your Portfolio With Your Personal Values19:05 – Skill Diversification: How Continuous Learning Increases Your Earning Power21:42 – Wealth Goals for 2026 and How to Plan for Long-Term Financial Growth✨ If you're craving a personalized path to financial freedom and want a coach who understands your journey — this is for you.Spots are limited to ensure high-touch support.Apply now to get started: https://sayholawealth.com/financial-coaching/Want to stay in the loop with wealth-building tips and behind-the-scenes insights?Join our Cash Libre Newsletter at https://sayholawealth.com — where we keep it real about building wealth, purpose, and legacy.
Today's conversation digs deep into one of the most important and misunderstood stages of financial development: the tween years. Research shows our money habits are formed as early as age seven, yet most people don't start investing seriously until their 30s or 40s. So what happens if we bridge that gap? What if kids as young as 10 begin learning how money works, how investing grows wealth, and how to make smart decisions with the dollars they earn, save, and spend?Our guest is Jamie Bosse is a Financial Planner, Author, and Mother of four. She helps her clients navigate life's transitions and overcome and anticipate potential roadblocks along the way. Jamie finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals in her work at CGN Advisors. Jamie has a passion for mentoring and financial literacy and is the author of Money Boss Mom: Helping Young Parents Be the “Boss” of Their Financial Future, as well as the Milton the Money-Savvy Pup children's book series.Her next book, Investing for Tweens, is available for preorder here.In this episode, we explore how parents can introduce investing in a way that feels tangible, empowering, and fun — whether that's buying a share of Nike because your kid loves their sneakers or using a custodial brokerage account to let them experience the market in real time. We also talk about helping college-age kids understand the real cost of life, how to communicate money boundaries at home, and how parents can teach healthy financial habits even if they're still working through their own. Hosted on Acast. See acast.com/privacy for more information.
As we close out 2025 and set our sights on an abundant, empowered 2026, this episode is the perfect way to reset your mindset, refresh your money goals, and learn how to actually build wealth in the new year.Today on The Money Mom Podcast, Rachel is joined by special guest Madison from New Money Madison. A money + mindset coach who blends neuroscience, personal finance strategy, and manifestation to help women become first-generation millionaires.Together, we dive into:
What are the 20 money lessons you learned this year? As I wrap up 2025 and dive into my end-of-year review, I'm reflecting on the biggest money lessons I've had this year and what they have taught me. In today's episode, I'm sharing my top 20 with you. Full shownotes at https://clarewood.com/podcast/episode349/
In this special edition of The Balancing Act Podcast, Andy sends a message of gratitude and introduces listeners to his other podcast, Money Lessons with Andrew Temte, PhD, CFA. Money Lessons replaces Andy's Saturday Morning Muse series and is a weekly show where he distills complex financial concepts through historical storytelling and practical examples. Each bite-sized episode builds on the last, creating a comprehensive foundation for smarter financial decisions. Whether you're just starting your career or planning for retirement, these lessons will change how you think about money. Subscribe to Money Lessons with Andrew Temte on your favorite podcast service. Join us next week on The Balancing Act when we return with regularly scheduled programming and a discussion on entrepreneurship with Chris Hallberg - an expert EOS implementer. andrewtemte.com
The seasons have changed, and fall is coming to an end, which means the holidays are here! While Nate may not be the biggest fan of Thanksgiving food, he and Chelsea take some time to reflect on life and money lessons they are thankful to have learned, often around a dinner table. Nate Reineke and Chelsea Jones break down some of the valuable lessons they learned when they were young, like “don't spend money you don't have yet,” and Chelsea's favorite, “pay yourself first.” We also discuss your colleagues' questions. A Neurosurgeon in New York just got a bonus payment and has a large lump sum to invest. Should they do a one-time deposit to their taxable account or dollar cost average? A Cardiologist in Oregon says, “We earn $700k/year and we watch what we spend to some extent, yet at the end of the month, we are out of money. What do you think the problem is?” The wife of a retired General Surgeon in Oregon asks, “My husband is on Medicare, but I am not, and my insurance covers our youngest son. Should I have an HSA?” A Dermatologist in Texas says, ”My in-laws are selling their home and we are thinking about buying it and turning it into a rental property. What do you think?” However you celebrate the upcoming holiday season, we at Physician Family Financial Advisors are thankful for you! Are you ready to turn worries about taxes and investing into all the money you need for college and retirement? It's time to make a plan and get on track. To find out if we're a match visit physicianfamily.com and click get started or, you can ask a question of your own by emailing podcast@physicianfamily.com. See marketing disclosures at physicianfamily.com/disclosures
LEAVE A REVIEW if you liked this episode!!Let's Connect On Social Media!youtube.com/anthonyvicinotwitter.com/anthonyvicinoinstagram.com/theanthonyvicinohttps://anthonyvicino.comJoin an exclusive community of peak performers at Beyond the Apex University learning how to build a business, invest in real estate, and develop hyperfocus.www.beyondtheapex.com
Check out Patrick's offer as discussed in the episode if you are struggling with self doubt and want to work on a goal.Patrick's websitewww.patrickengasser.comFree Give Away, waving his fee for 30 minute strategy session: Must have a goal to work, book with Patrick atwww.talkwithpatrick.comWant to think like a millionaire and finally break through your money blocks? In this game-changing episode of The Self Esteem and Confidence Mindset, we're diving into 5 powerful money lessons from real estate mogul and entrepreneur Grant Cardone that will transform not just your bank account—but your entire relationship with wealth, success, and self-worth.Grant Cardone built a billion-dollar empire by mastering the psychology of money, and in this episode, we're breaking down his most important lessons that anyone can apply to start attracting financial abundance and building unshakeable confidence around money.
#292 Today's episode is a little different and a little extra special. Melissa and I just celebrated our 17th wedding anniversary, so before the kids woke up, we hit record and reflected on what we've learned about marriage, money, and gratitude. We kept it short, sweet and simple. Just two people talking about what's helped us stay grounded and grow together over the years. Here's what we touched on: Being on the Same Page: Why communication and shared vision matter more than perfection. Melissa shared some tactics we use to stay aligned. Focus: How staying focused on the main thing or goal (even when it's counter-cultural) has shaped our life and finances. Have Fun & Be Grateful: Why money is simply a tool, and how we've learned to enjoy it without taking any of it for granted. We wrap things up by sharing what we're most grateful for about each other. (Fair warning, it gets a little sappy.) Whether you're married, single, or somewhere in between, we hope this short episode encourages you to align your money with what matters most.
Most of us think money mistakes are big, obvious moves — but more often, it's the small, everyday decisions that quietly drain our wealth. In this final episode of 40 Money Lessons at 40, Shari uncovers the subtle ways we sabotage our financial progress and shows you how to spot, stop, and redirect those habits. Learn how to align your spending with your values, avoid common traps, and make every dollar work harder for the life you want. In this episode, you'll learn: Why “great deals” and clearance finds often cost more than they save. How to rethink social spending and avoid lifestyle creep. Practical strategies to buy quality over quantity and reduce financial regret. Ways to keep your money aligned with what truly matters — without deprivation. 40 Money Lessons at 40 - Part 1 40 Money Lessons at 20 - Part 2 40 Money Lessons at 40 - Part 3 40 Money Lessons at 40 - Part 4 Be sure to like and follow the show on your favorite podcast app! Keep the conversation going on Instagram @everyonestalkinmoney Thank you to our sponsors! Policygenius - Head to policygenius.com to compare free life insurance quotes from top companies and see how much you could save. Ava - Help build your credit score with Meetava.com. Use promo code: Money Learn more about your ad choices. Visit megaphone.fm/adchoices
What if the key to a richer life isn't about chasing the next hot stock or grinding harder — but learning to master the timeless truths of money? In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug pay tribute to legendary financial writer Jonathan Clements by revisiting five of his most impactful lessons. These aren't complicated formulas or secret hacks — they're the kind of deceptively simple ideas that change the way you think about money, work, and what truly matters. We'll explore why prioritizing financial stability before passion can actually lead you to a more fulfilling career, how “winning by not losing” may be the most underrated investing strategy of all time, and why patience isn't just a virtue — it's a tax strategy. Along the way, we'll talk about how to strike the right balance between frugality and joy and why living your life may be the best investment you ever make. Plus, we help Stacker Kat tackle a tricky severance situation and share tips on how to put that cash to work without capsizing your financial plan. If you've ever wondered how to align your money with a life you actually love, this conversation is the perfect mix of inspiration and actionable wisdom. Grab your coffee mug and settle into Mom's basement — this is an episode you'll come back to whenever you need a financial reset. What You'll Learn The real reason you shouldn't chase passion too soon — and what to do instead How to avoid the most common (and costly) financial mistakes Why patience pays: how time turns taxes into opportunity How to balance frugality with actually living a fulfilling life Smart ways to use severance, high-yield savings, and investing strategies together Points To Ponder: Which of Jonathan Clements' five money lessons hits closest to home for you? Have you ever faced a tough severance decision like Stacker Kat's? What did you do? Do you believe financial stability should always come before passion — or is there a time to flip that script? FULL SHOW NOTES: https://stackingbenjamins.com/five-pearls-of-wisdom-from-jonathan-clements-1744 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What if the key to a richer life isn't about chasing the next hot stock or grinding harder — but learning to master the timeless truths of money? In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug pay tribute to legendary financial writer Jonathan Clements by revisiting five of his most impactful lessons. These aren't complicated formulas or secret hacks — they're the kind of deceptively simple ideas that change the way you think about money, work, and what truly matters. We'll explore why prioritizing financial stability before passion can actually lead you to a more fulfilling career, how “winning by not losing” may be the most underrated investing strategy of all time, and why patience isn't just a virtue — it's a tax strategy. Along the way, we'll talk about how to strike the right balance between frugality and joy and why living your life may be the best investment you ever make. Plus, we help Stacker Kat tackle a tricky severance situation and share tips on how to put that cash to work without capsizing your financial plan. If you've ever wondered how to align your money with a life you actually love, this conversation is the perfect mix of inspiration and actionable wisdom. Grab your coffee mug and settle into Mom's basement — this is an episode you'll come back to whenever you need a financial reset. What You'll Learn The real reason you shouldn't chase passion too soon — and what to do instead How to avoid the most common (and costly) financial mistakes Why patience pays: how time turns taxes into opportunity How to balance frugality with actually living a fulfilling life Smart ways to use severance, high-yield savings, and investing strategies together Points To Ponder: Which of Jonathan Clements' five money lessons hits closest to home for you? Have you ever faced a tough severance decision like Stacker Kat's? What did you do? Do you believe financial stability should always come before passion — or is there a time to flip that script? FULL SHOW NOTES: https://stackingbenjamins.com/five-pearls-of-wisdom-from-jonathan-clements-1744 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices
Retirement may feel far away, but the decisions you make today will shape how much freedom and flexibility you have tomorrow. In Episode 4 of 40 Money Lessons at 40, Shari Rash unpacks nine essential lessons for building long-term wealth. This isn't about chasing hot stocks or becoming a Wall Street expert—it's about practical, proven strategies that anyone can use to make time and money work together. You'll hear: Why diversification is your financial safety net (and how to do it easily). The biggest mistake people make with employer 401(k) matches—and how to fix it today. How Roth IRAs deliver decades of tax-free growth. Why borrowing from retirement accounts robs Future You. How to avoid a “retirement tax bomb” with the right mix of pre-tax and Roth contributions. The tax-efficient accounts (Roth, HSA, 529) that quietly add six figures over time. Why HSAs are the unicorn account for retirement healthcare costs. What you need to know about taxes on W-2, 1099, dividends, and capital gains. The one factor that beats investment returns or contribution size: starting early. Whether you're in your 20s, 30s, or hitting your 40s like me, these lessons prove that money is forgiving—you can start fresh today and still build the wealth you need for tomorrow. Be sure to like and follow the show on your favorite podcast app! Keep the conversation going on Instagram @everyonestalkinmoney Thank you to our sponsors! Policygenius - Head to policygenius.com to compare free life insurance quotes from top companies and see how much you could save. Ava - Help build your credit score with Meetava.com. Use promo code: Money Learn more about your ad choices. Visit megaphone.fm/adchoices
Med School ROI: Still Worth the Debt? Doctors make bank, so why do they feel poor? We're breaking down the brutal reality of medical money myths—starting with the lie that your six-figure salary will solve everything. With financial advisor Tyler Olson, M4s Jeff Goddard and Trent Gilbert, and M2 Luke Geis ask whether med school is still a good investment or just an expensive trap wrapped in prestige. We talk always-on-the-verge-of-disappearing Public Service Loan Forgiveness, we drag lifestyle creep, go full scorched-earth on bad budgeting, and explain why even a half-million bucks a year won't automatically save you from living paycheck to paycheck. If you've ever looked at an attending and thought “they must have it made,” this episode will explain why they often don't. Learn what to do before residency, how to prep for your 4th-year expenses, why disability insurance might be more important than your board scores, and whether that $15/month budget app is actually worth it. Spoiler: Tyler prefers sticky notes on mirrors. Oh—and if you thought $275K was a lot, wait until taxes take their cut.
Turning 40 has me thinking about the money lessons that actually matter — not the flashy hacks, but the real, sometimes boring, strategies that keep your financial life from falling apart. In part three of my 40 Money Lessons at 40 series, I'm digging into debt, credit, and protection — the unsexy side of money that quietly saves you thousands. I'll break down why paying off high-interest credit cards is the best guaranteed return you'll ever get, how lifestyle creep sneaks up with an “I deserve this” disguise, and why carrying a balance on your credit cards is the ultimate wealth killer. I'm also sharing the protection strategies most people ignore — from freezing your credit (free, easy, and way more effective than monitoring) to keeping disability insurance because your income is your biggest asset, and adding umbrella insurance once your net worth grows. You'll walk away knowing: Why killing high-interest debt beats almost any investment strategy How to recognize lifestyle creep before it drains your wealth The golden rule of credit cards (hint: the magic number is zero) The simplest way to stop identity theft before it happens Why insurance may be boring, but it's the backbone of financial freedom These aren't the lessons that get headlines or TikTok views, but they're the ones that give you real peace of mind — and by 40, I've learned peace of mind is worth more than any hot stock tip. Be sure to like and follow the show on your favorite podcast app! Keep the conversation going on Instagram @everyonestalkinmoney Thank you to our sponsors! Policygenius - Head to policygenius.com to compare free life insurance quotes from top companies and see how much you could save. Ava - Help build your credit score with Meetava.com. Use promo code: Money Learn more about your ad choices. Visit megaphone.fm/adchoices
Mindset is important, but here's the truth: without strong cash flow systems and habits, you'll always feel like you're spinning your wheels with money. In Part 2 of my 40 Money Lessons at 40 series, I'm walking you through the practical routines that form the backbone of financial stability. You'll hear: Why paying yourself first (even $25 at a time) guarantees your future gets funded How to set up a monthly “money date” to check in without shame or stress The life-changing peace of living one month ahead on bills Why multiple bank accounts simplify money management and stop overdraft chaos These aren't flashy hacks — they're the proven, boring-but-brilliant moves that build real wealth and lower money stress. If you've been craving control over your finances, this episode is your blueprint for a rock-solid foundation. You'll walk away knowing: Why paying yourself first flips the savings script (and why “leftover money” never works). How a monthly money date can transform shame into clarity. The underrated power of living one month ahead on bills — and the instant stress relief it creates. Why multiple checking accounts aren't obsessive, they're smart structures. How saving monthly for big expenses stops predictable bills from wrecking your budget. The real cost of oversized housing — and how to keep it in check. Why talking about money out loud is the fastest way to get unstuck. And the 3-month pause rule that will save you from emotional, expensive mistakes. Next episode, we're talking protection — debt elimination, credit management, insurance. The shields that keep your financial house safe. If this episode hit home, share it. Screenshot your favorite lesson, tag me @everyonestalkinmoney. And remember: money doesn't demand perfection. It just wants you to show up. Build the foundation. Your future self will thank you. Thank you to our sponsors! Policygenius - Head to policygenius.com to compare free life insurance quotes from top companies and see how much you could save. Ava - Help build your credit score with Meetava.com. Use promo code: Money Learn more about your ad choices. Visit megaphone.fm/adchoices