Podcasts about money magazine

Tom welcomes back Lyn Alden, Founder of Lyn Alden Investment Strategy, to the show to discuss the intricacies of trade deficits, the role of the US dollar as a global reserve currency, and the broader economic implications for the United States. Lyn explains that a trade deficit occurs when a country imports more than it exports, and while some countries experience this cyclically, others, like India, have managed structural deficits by investing in long-term growth rather than overconsumption. The US, however, faces a unique challenge: its trade deficit is deeply tied to its status as the world's reserve currency, which creates an excess demand for dollars and makes it difficult to manufacture competitively. Lyn highlights that the dollar's strength perpetuates this cycle, making imports expensive and exports cheaper, while also forcing the US to rely on foreign investment to fund its deficits. This dynamic has contributed to deindustrialization and a shift in economic power globally. She contrasts this with historical examples like the UK during the Bretton Woods era, where a similar situation led to stagnation before the rise of new powers like the US. The discussion shifts to fiscal dominance, where large government deficits constrain monetary policy, making central banks more reliant on fiscal authorities. Lyn notes that the Fed is increasingly limited in its ability to control inflation due to these fiscal pressures. She also addresses Trump's tariff policies, arguing they harm domestic industries and shift costs onto American consumers while failing to address the root causes of trade imbalances. Inflationary pressures from tariffs are uneven, with specific sectors facing price increases while others experience disinflation. Lyn emphasizes that sustained inflation requires broader money supply growth, which has not been a significant factor in recent years. She concludes by exploring alternatives like gold and Bitcoin as potential reserve assets, suggesting that diversification into neutral reserves could help mitigate risks but remains largely theoretical at this stage. Time Stamp References:0:00 - Introduction0:40 - Trade Deficits & Tariffs5:02 - Sustainable Economics?10:33 - Dollar & Liquidity14:02 - Fiat Currency 'Growth'15:49 - Fed & Fiat Deflation?21:40 - Tariff Model & Truth25:05 - Gold, Bitcoin, & Dollar28:30 - Trade, Tariffs, & Conflict33:04 - Bond Market Impacts36:36 - Taxes & Gradual Tariffs39:05 - DOGE & Reducing Deficits42:00 - Fiscal Dominance46:23 - Devaluing/Lower Dollar?49:43 - U.S. Gov't Buying Gold?52:20 - Bitcoin Reserve?56:09 - Tariffs & Inflation Effects59:40 - Watch for Fiscal Issues1:00:50 - Wrap Up Guest Links:Twitter: https://x.com/LynAldenContactWebsite: https://www.lynalden.com/ 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.

The current stock market is turbulent – what's the smartest way to safeguard your investments? In this week's episode of the Friends With Money Podcast, Money Magazine's Michelle Baltazar chats with Juliana Rajkovic, investment advisor at Escala Partners, about managing investment portfolios during these uncertain times. They explore the market shocks sparked by U.S. tariffs, the crucial practice of stress-testing and rebalancing, and strategies for incorporating defensive assets such as fixed income and gold. They also delve into how economic changes are influencing various asset classes, including global and Australian shares, property, and private debt. 00:00 Friends with Money podcast open 00:20 Meet Juliana Rajkovic, investment advisor at Escala Partners 01:23 Market uncertainty and volatility 02:15 Recession forecasts and portfolio rebalancing 06:37 Defensive assets and fixed income 09:37 Exploring private debt and credit strategies 11:04 Australian equities and property investments 14:47 Currency considerations and final advice 17:45 Recap and closing remarks #friendswithmoney #michellebaltazar #julianarajkovic #stockmarket Listen on Apple Podcasts Listen on Spotify Money Website YouTube Podcast Playlist Email Us: podcast@moneymag.com.auSee omnystudio.com/listener for privacy information.

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

On today's episode of The No Limits Selling Podcast, we have Connie Whitman, a sales coach and the author of the #1 International Best Selling Book - ESP, Easy Sales Process.During her 20+ years in business, She's had the honor of working with very large organizations, including what became the #1 ranked bank in NJ by Money Magazine, to very small companies including solopreneurs, and she has found that a clear sales process, with a defined client journey, is the same in the principle regardless of size.In this candid conversation between sales performance expert Umar Hameed and veteran sales trainer Connie Whitman, the duo cuts through conventional wisdom to reveal what truly separates sales superstars from the pack. Drawing on decades of experience coaching thousands of sales professionals, they argue that mindset—not just technique—is the critical difference between mediocrity and excellence.The discussion offers readers a rare glimpse into the psychological barriers that keep competent salespeople from greatness, from the reluctance to call prospects to the surprising ways our colleagues can sabotage our performance. Through illuminating anecdotes, including Whitman's own brush with imposter syndrome before a video interview and Hameed's psychological breakthrough with a realtor losing $27,000 commissions, they demonstrate how minor mental adjustments can transform results overnight.For sales leaders looking to elevate their middle performers and sales professionals seeking an edge in today's market, this conversation provides three actionable principles to reframe fear, communicate more effectively, and develop the discipline that separates the exceptional from the merely good.Find Connie Whitman:Linkedin: ⁠https://www.linkedin.com/in/conniewhitman/[EDITOR'S NOTE: This podcast is sponsored by No Limits Selling. It is a fun, fast-paced podcast that delivers hard-fought business advice that you can implement today to improve your sales and performance]Interested In Our Real Estate Coaching Services? Explore Our Website:⁠ https://nolimitsselling.com/⁠Feeling Not Well Today? You Can Use Our Mindset Boosters App To amp Up Your Mood:⁠ https://mindsetboosters.com/⁠Find us on Social Media:  ⁠LinkedIn:  https://www.linkedin.com/in/umarhameed⁠⁠Facebook Community:  https://www.facebook.com/groups/mindsetboosters/⁠⁠Instagram:  https://instagram.com/coachumar.co⁠Like what do you listen to? Subscribe to our podcast!Ready to become fearless? We can help you become fearless in 60 days so you accomplish more in your career⁠ Schedule A 15 min Call with Umar:  https://cal.com/breakthrough-architect/meeting

In this bonus episode of the Friends With Money Podcast, hosted by Michelle Baltazar, editor-in-chief at Money Magazine, the focus is on the impact of recent US tariff policies, referred to as 'Liberation Day' by Donald Trump. This week's guest, Tim Harcourt, chief economist at the University of Technology Sydney, discusses the adverse effects these tariffs will likely have on American workers and farmers, despite Trump's intentions to bolster the US economy. For Australian investors, Harcourt advises a cautious 'wait-and-see' approach and emphasises the long-term strengths of the Australian market. #friendswithmoney #michellebaltazar #timharcourt #trumptariffs Listen on Apple Podcasts Listen on Spotify Money Website YouTube Podcast Playlist Email Us: podcast@moneymag.com.auSee omnystudio.com/listener for privacy information.

In this episode of the Friends With Money Podcast, Vanessa Walker, managing editor of Money Magazine, discusses insurance with journalist Ryan Johnson. They explore why insurance premiums are rising, ways to find the best value policies, and the inner workings of the insurance industry. They also highlight the winners of the Life Insurance 2025 Awards in various categories. Tune in for valuable insights and tips to help you make informed insurance decisions: 00:00 Introduction to Friends With Money Podcast 00:53 Understanding Insurance Deals 03:16 How Insurance Works 06:44 Rising Insurance Premiums 08:15 Life Insurance Awards 2025 10:29 Conclusion and Final Thoughts #friendswithmoney #vanessawalker #ryanjohnson #insurance Listen on Apple Podcasts Listen on Spotify Money Website YouTube Podcast Playlist Email Us: podcast@moneymag.com.auSee omnystudio.com/listener for privacy information.

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

Cooper Schwartz: Monetizing Content: How Top Publishers and Brands Maximize Reach and Revenue Impact“The brands that win aren't just the ones with the biggest budgets—they're the ones that strategically align performance and brand marketing to maximize reach and revenue.” That's a quote from Cooper Schwartz and a sneak peek at today's episode.Hey there, I'm Kerry Curran, Revenue Growth Consultant, Industry Analyst, and host of Revenue Boost: A Marketing Podcast.Every episode, I sit down with top experts to bring you actionable strategies that drive real revenue results. If you're serious about growth, hit subscribe to stay ahead of your competition.In this episode, titled Monetizing Content: How Top Publishers and Brands Maximize Reach and Revenue Impact, Cooper Schwartz, Head of New Business and Growth at Money Group, shares his expertise.In a crowded digital landscape, content alone isn't enough. Brands need a strategy that turns visibility into real revenue. Cooper and I discuss strategies for leveraging publisher partnerships to create high-impact, holistic, cross-channel digital programs that drive both reach and ROI.We dive into the winning formula for balancing performance marketing and brand strategy—and how to dominate non-branded paid search while outmaneuvering your competition.Stay tuned until the end, where Cooper shares actionable strategies to optimize content for revenue growth. Let's go!Kerry Curran, RBMA (00:01.107)Welcome, Cooper! Please introduce yourself and share a bit about your background and expertise.Cooper Schwartz (00:07.534)Hi, Kerry. Thanks for having me. My name is Cooper Schwartz, and I am the Head of New Business and Growth at Money Group, a portfolio company that has been around for about 11 years. We own notable brands like Money.com and ConsumersAdvocate.org, as well as proprietary technology like NavChain. I'm also one of the founding partners and have been with the company for 11 years.I was actually the first employee. I originally came from a therapy background—my mother is a therapist, and I thought I would follow in her footsteps. However, two of my close friends—one with 10 years at Google and the other at SEO Moz—convinced me to jump into affiliate marketing and help build this company. So here I am today, still finding opportunities in the market and excited to talk with you.Kerry Curran, RBMA (01:02.843)Awesome, thanks, Cooper! I had no idea about your therapy background. We could totally pivot and have a different conversation! I always say marketing is a lot like psychology—it plays a strong role in what we do, so I'm sure that background strengthens your expertise.Anyway, I'm excited to have you here because I know you have a ton of valuable platforms.Cooper Schwartz (01:09.484)Yeah, yeah.Kerry Curran, RBMA (01:29.617)You have a range of brands and technology under Money.com, so I'd love to hear more about how you're helping brands navigate their business challenges. When brands or agencies reach out to build a partnership with you, what are they typically looking for?Cooper Schwartz (01:51.672)You're right—Money.com is a strong domain. Before it became Money.com, it was Money Magazine, a 50-year-old brand that people have nostalgia for. It was all about planning for the future and sharing insights on managing finances.Today, brands still want to be aligned with the Money brand. But we don't just offer content alignment—we provide a variety of campaigns and marketing opportunities. Many brands approach us saying, “We love the brand, we love the content—how can we work together?” That's a great starting point for the many solutions we offer.From non-branded paid search to placements across our ad network of about 150 publishers, we help brands engage with their audience in unique ways. Some of these publishers might be seen as competitors, but in reality, they're “frenemies.” We help brands leverage content, align with our brand, activate paid search strategies, and secure placements on other high-authority sites, all while simplifying the management process.Kerry Curran, RBMA (03:37.691)That's great. It sounds like brands really value the partnership and brand equity you offer. Can you walk us through how you start these relationships and build custom strategies to increase their awareness and authority?Cooper Schwartz (04:03.192)Sure! There's always an initial “interview” process—almost like dating. Not to take it back to therapy, but it's about getting to know the brand:What are their needs?Who is their target audience?What are their expectations?What are their key performance goals?We get a lot of inbound interest because money impacts nearly every industry. But we have to ensure alignment goes both ways—not just that they align with our audience, but also that we can effectively reach their audience.At our scale, we also consider resources. Can we accommodate the brand in a way that sets them up for success? We prioritize enterprise-level partnerships that move the needle for both companies. That often means ensuring the investment in a given category can be six or seven figures annually—we need to create impact on both sides.Once we've established alignment—brand fit, budget, resources—we dive into which marketing channels make sense:Are they already running paid search? If not, why?How can we help them expand their shelf space on Google?Is brand awareness the priority? If so, we can integrate them into our franchise content like Best Places to Live, Best Hospitals, Best Colleges, which reach wide audiences.Are they struggling to get placements in high-authority content? If so, we can help them secure placements on Forbes, NerdWallet, CBS News, CNN, and others.Kerry Curran, RBMA (06:53.058)That's great! I love that you have such a wide portfolio of solutions that are fully customized to each brand's goals.So, let's say an enterprise brand comes to you for a rebrand, product expansion, or new launch. You work with them to align with the right publishers and strategies. Can you share a specific example of a successful partnership?Cooper Schwartz (07:39.918)Sure! One that I'm especially proud of is our partnership with ADT.We've worked with ADT for about eight or nine years, originally in non-branded paid search—helping them reach high-intent consumers who were still undecided. Over time, our relationship evolved into exploring additional channels.Last year, we launched a sponsorship activation for Money's Best Places to Live, working closely with ADT's PR, media acquisition, and marketing teams. The goal was to integrate ADT's branding into content about protecting the best places to live.This was a multichannel activation that included:Social media campaignsVideo contentTargeted PR effortsWeekly performance check-insThe result? A high-impact security hub on Money.com featuring ADT across 100+ articles. It was a strategic, elegant execution.Not only did we secure ADT placements on our own sites, but we also helped them get featured on CBS News, The New York Post, and other major publishers. This is the kind of holistic strategy that allows brands to gain visibility across multiple trusted sources.Kerry Curran, RBMA (10:34.345)That's an excellent example! It really demonstrates how brands can layer multiple channels—from paid search to PR to content—to create a unified, impactful strategy.Let's shift gears to AI and Google's generative search results. How do your strategies help brands compete with AI-driven summaries at the top of search results?Cooper Schwartz (20:43.342)Great question! One core belief we've held is that editorial integrity matters. We prioritize keeping a human voice in our content while leveraging AI in strategic ways.Here's our approach:Investing in real writers & editors – AI can assist, but human oversight ensures depth and quality.Creating content clusters – Instead of one-off articles, we develop deep, interconnected content that builds expertise and authority.Partnering with already-successful publishers – Instead of relying solely on our content, we collaborate with trusted media brands that are already ranking well.The reality is, the pie is big enough. Rather than fighting for every ranking, we focus on working with the best—helping publishers monetize better while delivering results for our partners.Kerry Curran, RBMA (25:25.383)That's a smart approach. So, for brands listening today—what's the first step if they want to explore this strategy?Cooper Schwartz (25:40.910)Start by researching who dominates your industry's review space. Look at organic rankings, paid search, and media partnerships. If you see competitors investing in multiple touchpoints, that's a sign they're onto something.Then, reach out! You can contact me at cooper@money.com or find me on LinkedIn.Kerry Curran, RBMA (26:07.537)Awesome! We'll include those links in the show notes. Cooper, thank you so much for your time and insights today!Cooper Schwartz (26:20.098)Thank you, Kerry!Kerry Curran, RBMA Thank you for tuning in to today's episode. If you're struggling with flat or slowing revenue growth, you are not alone. That's why Revenue Boost: A Marketing Podcast, brings you expert insights, actionable strategies, and real-world success stories to help you scale faster.So if you're serious about your revenue growth, hit follow,  subscribe, and drop a five-star rating. It helps us keep the game-changing content coming, as we're dropping new episodes regularly—and you don't want to miss out.

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

Beer should be served ice cold. Bottled beer is better than canned beer. These are just 2 incorrect assumptions people have about beer. This episode begins with a look at common beliefs about beer that just aren't true – and what the real story is. https://www.mentalfloss.com/article/61195/11-common-misconceptions-about-beer You have a lot of options when it comes to communicating with others. You can text, video chat, email, phone or speak face-to-face. What you may not realize or think about is that the method of communication you choose itself sends a message. Choose the wrong method and you send the wrong message. Here to discuss the fascinating research behind all this is Andrew Brodsky. He is a management professor at McCombs School of Business at the University of Texas at Austin and author of the book PING: The Secrets of Successful Virtual Communication (https://amzn.to/41h5fQH). Have you ever really examined what you spend your money on in say, the last 90 days? When you do, you just may learn some fascinating things about yourself. That is why it is one of several recommendations you will hear from my guest Jen Smith. She reveals how once you are clear on what is truly important to you, you can stop wasting money on things that don't matter and buy what you really love. Jen Smith is a personal finance expert and co-host of the Frugal Friends podcast (https://www.frugalfriendspodcast.com/) who has written for and been featured in Forbes, Money Magazine and Business Insider. She is co-author of the book, Buy What You Love Without Going Broke (https://amzn.to/41dBBM9). What is the best way to deal with a hostile boss? Perhaps using a little hostility in return. Listen as I reveal how a little passive-aggressive hostility may be the perfect way to manage that belligerent boss. https://news.osu.edu/news/2015/01/20/hostile-boss-study-finds-advantages-to-giving-it-right-back/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

Building wealth isn’t just about making money—it’s about mindset, strategy, and timing so that you keep it compounded over the long term. Today, I sit down with Sarah Megginson, Head of Editorial at Finder, to break down the key insights from their Finder Wealth Report. We explore what separates successful investors from those who struggle and why waiting for the "perfect time" to invest might be costing you. Sarah shares real-life case studies so you can learn from both wins and mistakes. If you're serious about building wealth, this episode is a must-listen. Let’s go inside. Resource Links: Finder Wealth Building Report https://www.finder.com.au/share-trading/wealth-building-report Get your Strategic Portfolio Plan and our help with Buying Your Next Perth Property (https://www.investorsedge.com.au/invest-in-perth-property/) Join the Perth Property Investment Facebook Group (https://www.facebook.com/groups/perthpropertyinvestors) Join Jarrad Mahon’s Property Investor Update (https://www.investorsedge.com.au/join) For more info on our award-winning and highly rated Property Management services that give you guaranteed peace of mind (https://www.investorsedge.com.au/perth-property-management-specialists/) For more info on how our Property Sales services can ensure you get the best selling price while handling all the stress for you (https://www.investorsedge.com.au/selling-your-perth-property/) Episode Highlights: Intro [00:00] Empowering People to Navigate Financial Challenges [02:01] Key Habits and Mindsets of Successful Investors [03:07] Impact of Economic Challenges on Investors [06:52] The Importance of Having a Goal and Strategy [10:25] Managing Risk and Fear in Investing [16:02] The Role of Financial Literacy in Building Wealth [24:59] Preparing for the Future and Setting Goals [30:57] The Value of Seeking Expert Advice [32:13] The Path to Wealth is Personalised [32:44] Thank you for tuning in! If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast. About the Guest: A highly respected personal finance expert, Sarah has over 20 years of experience in property, finance and investment journalism. A regular media commentator, Sarah’s expert advice on personal finance, investing and wealth creation is frequently featured across television, radio, and print media, including Sunrise and ABC News. In 2023-2024 alone, her expert tips were shared over 2,500 times in the media. She was previously managing editor of Your Investment Property magazine, Australian Broker magazine, and home loan comparison site, Your Mortgage, and her byline can be found on Yahoo! Finance, Money Magazine, Cosmopolitan, Marie Claire, Kidspot and Mamamia. Sarah holds a Bachelor’s degree in Communications and a Tier 1 Generic Knowledge certification (RG 146), which complies with the Australian Securities and Investments Commission’s (ASIC) standards for finance professionals. Connect with Sarah: Website: https://www.sarahmegginson.com/ Linkedin: https://www.linkedin.com/in/sarah-megginson-857a2717b/?originalSubdomain=au Instagram: https://www.instagram.com/sarahmegginsonmoney/?hl=en Finder: https://www.finder.com.au/author/sarahmegginson Connect with Perth Property Insider: Subscribe on YouTube: https://www.youtube.com/@InvestorsedgeAu Like us on Facebook: https://www.facebook.com/investorsedge See omnystudio.com/listener for privacy information.

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

In this episode of the Get Styled podcast, Elsa sits down with friend and client, Jamila Souffrant. Jamila is a brilliant personal finance expert, entrepreneur and all-around powerhouse. Today, she is here talking with Elsa about how she shifted her mindset around style, why she decided to invest in her wardrobe, and the unexpected ways it has transformed, not only her confidence, but her brand, presence, and business. If you've ever wondered whether upgrading your style is really worth it, especially from a financial perspective, this conversation is for YOU!​​Jamila Souffrant is the author of Your Journey To Financial Freedom: A Step-by-Step Guide to Achieving Wealth and Happiness (Hanover Square Press December 5, 2023)  and the host of the Journey To Launch podcast. She is a go-to thought leader in the personal finance field and her work has been featured in BuzzFeed, ESSENCE, Refinery 29, Money Magazine, CNBC, CBS, Business Insider and more. The Journey To Launch Podcast has over 4+ million total downloads and was listed by the NYTimes as a podcast to help you get better with your money.  Jamila and her husband saved $169,000 in two years, and live in Brooklyn, NY parenting three young children. - - - - - - - - -If you liked this episode of the Get Styled Podcast, tell your friends! Find us on iTunes, Spotify, and just about anywhere you listen to podcasts. And please don't forget to rate/review/subscribe to the show - every little bit helps us be heard by those who need this message!- - - - - - - - -Want more? FIND ME at Elsaisaac.comFOLLOW ME on IG @elsaisaacSIGN UP FOR UPDATES about the podcast (and get access to my FREE Body Shape Calculator - the perfect tool to start you on your personal style journey)! Thanks for listening!- - - - - - - - -RESOURCES + REFERENCES http://www.journeytolaunch.comhttps://yourjourneytofinancialfreedom.com/Find Jamila on Instagram!SHOW NOTES  0:37 - Elsa introduces today's special guest: Jamila Souffrant1:39 - Elsa welcomes Jamila to the podcast3:47 - Elsa has Jamila walk through her thought process re: working with a stylist for the first time6:55 - Jamila reveals that she had to talk herself into making such an investment in herself9:45 - Elsa inquires if there is a financial freedom approach to an investment like this13:58 - Jamila recalls why and how she got Elsa to work on her book cover photo shoot18:34 - Elsa commends Jamila on her intentional discernment when it comes to her wardrobe22:09 - Jamila thinks back on what her relationship was to clothes as a child - and what it's evolved into today27:13 - Jamila and Elsa discuss that "saving for later" mindset28:32 - Jamila shares how she shops now and how NOT to spend money on a wardrobe overhaul36:54 - Elsa and Jamila discuss the mental roadblock around the idea/term “investment”, and Jamila breaks down why she would choose to work with a stylist again, 100%40:27 - Jamila shares her favorite pieces in her wardrobe, today!42:22 - Elsa wraps up the episode

What is hotspotting, really? In this episode, we sit down with Terry Ryder, the founder of Hotspotting, to explore what the term means and what it should mean for property investors. Terry has spent over four decades researching and writing about Australian residential property, and he’s here to share why chasing short-term predictions is not the way to go. Terry walks us through his approach to identifying true hotspots—places with economic diversity, infrastructure investment, and long-term growth potential. He’s upfront about how the name “hotspotting” can sometimes create misconceptions, with people thinking it’s about quick, short-term wins. As Terry explains, that’s the opposite of his philosophy. For him, it’s all about looking ahead and finding what he calls “second wind markets”—those overlooked locations that are set to thrive over time. We also dive into the challenges of going against the herd mentality. Terry believes most investors make mistakes by following the crowd or reacting to media noise instead of having a solid, long-term strategy. He even shares personal stories about lessons learned from his own investments, including the times he wishes he hadn’t sold too soon. This conversation is packed with Terry’s trademark honesty, practical insights, and a refreshing take on property investing. Whether you’re just starting out or looking to fine-tune your strategy, this episode is a must-listen. Episode Highlights: 00:00 - Introduction 00:56 - Who is Terry Ryder? 01:52 - Terry’s thoughts on the popularity of the term “hotspotting” among buyers’ agents 03:42 - How frequently Terry addresses the misbelief that ‘hotspotting’ is about quick returns 05:07 - Determining time frames and benchmarks for market outperformance 14:30 - What Terry would do if he had to rebuild his portfolio from scratch 16:52 - The role of sales activity in Terry's investment methodology 19:40 - Can fair value outweigh location quality in long-term property investments? 22:06 - Is location more important than property details in your analysis? 28:45 - Are we seeing a shift toward apartments in high-growth locations? 31:03 - Do Terry’s previous hotspots align with market performance? 34:43 - Reports that get the most clicks on Hotspotting 36:19 - What Terry thinks about the rise of data-driven buyers’ agencies 37:39 - What happens after buyers get Terry's top suburb recommendations 44:04 - Terry Ryder’s property dumbo About Our Guest: Terry Ryder is a seasoned researcher and writer with over four decades of expertise in Australian residential property. He began his career as Property Editor at The Courier Mail in 1982, later holding roles at the Australian Financial Review. For 20 years, he ran Ryder Property Consulting, offering research and writing services to industry professionals, and authored four books on real estate. In 2006, he launched hotspotting.com.au, a platform providing insights for property investors on future high-performing markets. Terry has been a columnist for The Australian, Property Observer, Money Magazine, and Canstar, and is widely recognized for his expert commentary on TV, radio, and at industry events. His content, including broadcasts and podcasts, is followed by tens of thousands across Australia. Connect with Terry Ryder: Website https://www.hotspotting.com.au/ LinkedIn https://au.linkedin.com/in/terryryder Resources: Visit our website https://www.theelephantintheroom.com.au If you have any questions or would like to be featured on our show, contact us at: The Elephant in the Room Property Podcast questions@theelephantintheroom.com.au Looking for a Sydney Buyers Agent? https://www.gooddeeds.com.au Work with Veronica: https://www.veronicamorgan.com.au Looking for a Mortgage Broker? https://www.flintgroup.au Work with Chris: chrisbates@flintgroup.au Enjoyed the podcast? Don't miss out on what's yet to come! Hit that subscription button, spread the word and join us for more insightful discussions in real estate. Your journey starts now! Subscribe on YouTube: https://www.youtube.com/@theelephantintheroom-podcast Subscribe on Apple Podcasts: https://podcasts.apple.com/ph/podcast/the-elephant-in-the-room-property-podcast/id1384822719 Subscribe on Spotify: https://open.spotify.com/show/3Ge1626dgnmK0RyKPcXjP0?si=26cde394fa854765 See omnystudio.com/listener for privacy information.

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

Ready to spend without the guilt? Frugal Friends Podcast hosts Jen Smith and Jill Sirianni share how to buy what you love without going broke. We discuss the concept of values-based spending and how it helps you live and spend freely. RESOURCES: Sponsors + Partners + Deals Green Chef - Get up to $180 of free meals: https://marriagekidsandmoney.com/greenchef GUEST BIO - Jen Smith and Jill Sirianni: Jen Smith and Jill Sirianni are co-hosts of the Frugal Friends Podcast, offering practical advice on frugality, intentional spending, and financial independence. Jen, a personal finance author, paid off $78,000 of debt in two years and has been featured in Forbes and Money Magazine. Jill, a licensed clinical social worker, cleared $60,000 of debt while combining her mental health expertise with personal finance strategies. Together, they wrote Buy What You Love Without Going Broke, helping others align spending with their values. MKM RESOURCES: MKM Coaching: Want 1-on-1 support with your family finance journey? Book a time with me today. Make My Kid a Millionaire Course: Want to build generational wealth and happiness for your kid? Learn more about my course! YouTube: Subscribe for free to watch videos of these episodes and interviews. Instagram: Follow our IG channel SHOW INFORMATION:  Marriage Kids and Money is dedicated to helping young families build wealth and happiness. This award-winning platform helps couples and parents achieve financial independence and discover the true meaning of wealth.  To achieve these big goals, we answer questions and interview experts who uncover smart net worth building habits and tools that can help everyone find their own version of financial independence. Learn more at https://www.marriagekidsandmoney.com  HOST BIO:  Andy Hill, AFC® is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping young 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 millions of downloads and views, Andy's message of family financial empowerment has resonated with listeners, readers and viewers across the world.    When he's not "talking money", Andy enjoys being a soccer Dad, singing karaoke with his wife and relaxing in his hammock. HOW WE MAKE MONEY + DISCLAIMER: This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS: Podcast Artwork: Liz Theresa Editor: Podcast Doctors Podcast Support: Nev Maraj Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Behind the Numbers, host Dave Bookbinder sits down with Dave Nast—three-time CEO, award-winning business coach, and workplace behavior expert—for an engaging conversation on leadership, workplace dynamics, and the evolving business landscape.

Have you ever felt like no matter what you do, you'll never break free from your current financial situation? Do you catch yourself thinking, “This is just how my life is meant to be”? If so, you're not alone. Many people are born into circumstances that shape their beliefs about money, success, and their own potential. But what if those beliefs are holding you back? The truth is, your mindset around money could be the very thing keeping you stuck. Thinking you're destined to fail because of where you started in life is a broken mindset. And yet, so many people live their entire lives believing they are trapped, unable to break the cycle. The problem isn't where you come from—it's how you think about money. If you don't understand your views on money or address the deep-rooted psychology behind them, you'll continue to repeat the same patterns. What could be accomplished if people broke free from limiting beliefs about money? What's stopping us from taking the first step toward change? Bradley T. Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance and he joins me for this episode to share on financial psychology and how to change the money mindset so many people are conditioned to.   Things You'll Learn In This Episode  How to deal with roadblocks  Overcoming roadblocks is essential to achieving wealth—persistence is key. How can we stay motivated when facing obstacles on our path to financial success? Rich vs. poor mindset Surrounding ourselves with those who have a poor mindset can hinder our financial growth and future. How does the mindset of those around us influence our financial success? If others can achieve it, so can we Seeing others succeed proves that achieving our goals is possible for us too. What steps can we take today to follow in the footsteps of those who inspire us? Guest Bio Bradley T. Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance.  He's an Associate Professor of Practice at Creighton University Heider College of Business, Co-Founder of the Financial Psychology Institute, and Managing Principal of YYMW Advisors. Dr. Brad is co-author/co-editor of 8 books on the psychology of money: Psychology of Financial Planning (Wiley, 2023), The Practitioner's Toolkit (Wiley, 2023), Money Mammoth (Wiley, 2020) Facilitating Financial Health (NUCO, 2008; 2016), Financial Therapy (Springer, 2015), Mind Over Money (Broadway Business, 2009), Wired for Wealth (HCI, 2008), and The Financial Wisdom of Ebenezer Scrooge (HCI, 2005; 2008). He is a Fellow of the American Psychological Association, and a Former President of the Hawaii Psychological Association. He was awarded the Innovative Practice Presidential Citation from the American Psychological Association for his application of psychological interventions to help people with money and wealth issues and his innovative practice in financial psychology for practitioners across the country. Dr. Brad has been a columnist for the Journal of Financial Planning, On Wall Street, and Psychology Today: Health, Help, Happiness + Find a Therapist . His work has been featured on ABC News' 20/20, Good Morning America, and in USA Today, The Wall Street Journal, New York Times, Washington Post, Los Angeles Times, Time, Kiplinger's, Money Magazine, NPR and many other media outlets and professional magazines and journals. He was appointed to the CNBC Financial Advisor Council in 2023 and received the 2018 and 2021 Montgomery-Warschauer Awards from the Journal of Financial Planning, honoring the most outstanding contribution to the betterment of the financial planning profession. He has partnered with organizations including Capital One, JP Morgan Chase, Mutual of Omaha, and H&R Block in efforts to help raise public awareness around issues related to financial health and financial psychology. Visit https://www.bradklontz.com/  Email Brad brad@klontzconsulting.com     About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.   Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

Learn how to maximize your short-term rental profits and minimize your tax burden with expert advice from Amanda Han. In this episode, we'll dive deep into the latest tax strategies, deductions, and best practices for STR investors.01:10 - Guest Introduction: Amanda Han's Tax Expertise02:25 - Maximizing Real Estate Tax Advantages04:50 - Understanding the Short-Term Rental Tax Loophole06:30 - Depreciation: A Game-Changer for Real Estate08:45 - Breaking Down Bonus and Accelerated Depreciation11:00 - Leveraging Tax Savings for Portfolio Growth13:15 - Simplifying Material Participation Requirements15:00 - Strategic Planning for Year-End Tax Benefits17:25 - Cost Segregation Studies Demystified19:40 - Tackling Misconceptions About Tax Strategies21:50 - Educating Syndicators on Tax Optimization24:10 - Key Questions to Ask When Hiring a CPA26:30 - Turning Tax Complexity Into Clarity28:45 - Short-Term Rentals as a Wealth-Building Tool31:15 - Navigating Tax Planning for High-Earners33:00 - The Power of Tax Planning for Generational Wealth35:20 - Implementing Tax-Efficient Investment Strategies37:45 - Understanding Tax Laws for STR Professionals40:00 - Strategic Partnerships for Real Estate Growth42:30 - Overcoming Common Tax Pitfalls45:00 - Final Advice for STR and Real Estate EntrepreneursGuest Bio:Amanda Han is a CPA and tax strategist who specializes in helping people use real estate to save massive amounts in taxes and keep their hard-earned money. As founder of Keystone CPA, she educates investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401 (k) money for real estate, and much more.She is the author of the highly rated book Tax Strategies for the Savvy Real Estate Investor and has been featured in prominent publications including the Forbes Finance Council, Money Magazine, Talks at Google, CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda has helped thousands of investors nationwide to save on taxes with proactive tax planning.Connect with Guest:https://www.instagram.com/amanda_han_cpa/Get FREE Access to our Community and Weekly Trainings:group.strsecrets.com

Learn how to maximize your short-term rental profits and minimize your tax burden with expert advice from Amanda Han. In this episode, we'll dive deep into the latest tax strategies, deductions, and best practices for STR investors.01:10 - Guest Introduction: Amanda Han's Tax Expertise02:25 - Maximizing Real Estate Tax Advantages04:50 - Understanding the Short-Term Rental Tax Loophole06:30 - Depreciation: A Game-Changer for Real Estate08:45 - Breaking Down Bonus and Accelerated Depreciation11:00 - Leveraging Tax Savings for Portfolio Growth13:15 - Simplifying Material Participation Requirements15:00 - Strategic Planning for Year-End Tax Benefits17:25 - Cost Segregation Studies Demystified19:40 - Tackling Misconceptions About Tax Strategies21:50 - Educating Syndicators on Tax Optimization24:10 - Key Questions to Ask When Hiring a CPA26:30 - Turning Tax Complexity Into Clarity28:45 - Short-Term Rentals as a Wealth-Building Tool31:15 - Navigating Tax Planning for High-Earners33:00 - The Power of Tax Planning for Generational Wealth35:20 - Implementing Tax-Efficient Investment Strategies37:45 - Understanding Tax Laws for STR Professionals40:00 - Strategic Partnerships for Real Estate Growth42:30 - Overcoming Common Tax Pitfalls45:00 - Final Advice for STR and Real Estate EntrepreneursGuest Bio:Amanda Han is a CPA and tax strategist who specializes in helping people use real estate to save massive amounts in taxes and keep their hard-earned money. As founder of Keystone CPA, she educates investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401 (k) money for real estate, and much more.She is the author of the highly rated book Tax Strategies for the Savvy Real Estate Investor and has been featured in prominent publications including the Forbes Finance Council, Money Magazine, Talks at Google, CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda has helped thousands of investors nationwide to save on taxes with proactive tax planning.Connect with Guest:https://www.instagram.com/amanda_han_cpa/Get FREE Access to our Community and Weekly Trainings:group.strsecrets.com

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

Send us a textDanny was a special teacher in Georgia and is the author of four personal finance books - "The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salary (JAN 2018), "A Bright Financial Future: Teaching Kids About Money Pre-K through College for Life-Long Success" (SEPT 2014), "A Simple Book of Financial Wisdom: Teach Yourself (and Your Kids) How to Live Wealthy with Little Money" (SEPT 2011) and "How To Survive (and perhaps thrive) On A Teacher's Salary" (OCT 2007). Danny's everyday approach to managing money has led him to appear on over 50 television shows including Fox & Friends, Fox News Channel's Happening Now, The CBS Early Show, CNN's Newsroom, HLN's Weekend Express, The 700 Club, CNN's Your Bottom Line, Fox News Channels' America's News HQ, ABC News Now, Fox Business Network's Varney & Company, HLN's The Clark Howard Show and MSNBC Live. He has also been interviewed on over 600 radio shows and featured in numerous publications including Yahoo.com, Money Magazine, CBS MoneyWatch.com, FoxBusiness.com, The Atlanta Journal Constitution, ABCNews.com, Woman's Day, Consumer Reports, CNN.com, Forbes.com and The Huffington Post.Danny wants to show others if this school teacher can do well with money, they can too. He is living proof that a family can live wealthy on little money.To learn more about Danny please visit www.wealthyteacher.weebly.comSHARE HOW FIT HAS IMPACTED YOU FOR EPISODE 200!https://forms.gle/RiqfrUzZJsMVJQ8T8Be a guest on the show:https://www.financiallyindependentteachers.com/contact-8Check out our website:https://www.financiallyindependentteachers.com/Sign up for FIT coaching:https://www.financiallyindependentteachers.com/services-4

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

Description: Guest: Peter Krull, Partner and Director of Sustainable Investing at Earth Equity Advisors around $200M Website: EarthEquityAdvisors.com ​Here's more information on Peter's Green Sage Sustainability Portfolio: https://www.earthequityadvisors.com/green-sage/ Here is the link to the book Peter Mentioned: https://www.amazon.com/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0804137404 Bio: Peter Krull, CSRIC, is a Partner and the Director of Sustainable Investing at Earth Equity Advisors, a Prime Capital Financial Company. He is also the 2024 Investment News ESG/Responsible Investing Advisor of the Year, 1 and a well-known thought leader in the sustainable investment industry, advocating for fossil-fuel-free and sustainable, responsible, and impact (SRI) investing. Practicing sustainable investing for over 20 years, Peter believes in the power of positive, solutions-based investing. At Earth Equity, Peter focuses on creating and managing the firm's SRI investment portfolios, educating investors and advisors alike on the dangers of greenwashing, and writing thought leadership pieces. In 2021, Peter won the ThinkAdvisor Luminaries Award for Thought Leadership and Education 2 as well as the Sustainable Champion Award from the North Carolina Business Council in 2022. 3 He was ranked in the AdvisorHub listing of fastest-growing advisors in America for 2022. 4 Peter is a contributor to Forbes and Kiplinger and has been quoted in The New York Times, Barron's, Bloomberg, Money Magazine, Investor's Business Daily, MarketWatch, and many others. In addition, he has been regularly featured in numerous podcasts, magazines, and online articles. He hosts the video podcast, Dollars; Change: The Experts Guide to Sustainable and Responsible Investing and his book The Sustainable Investor: A Guide to Responsible Investing for Financial Advisors will be released by Wiley in 2025. A native of Western New York, Peter lives in Asheville, NC, with his wife, Dr. Melissa Booth, a scientist, science communicator, and novelist, and their very spoiled cat, Cleo. They drive electric vehicles and live in a solar and battery-powered house. 1 Awarded June 2024 for the 2023-2024 year period by InvestmentNews. No compensation was provided. 2 Awarded November 2021 for the year 2021 by ThinkAdvisor. No compensation was provided. 3 Awarded January 2023 by the North Carolina Business Council for the year 2022. No compensation was provided. 4 Awarded November 2022 by AdvisorHub for the year 2022. No compensation was provided. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Ever feel stressed from having too much to do, or wish you had more time in the day to get things done? Time management consultant Helene Segura brings you simple yet mind-bending productivity tips to help you become more efficient at work so you can have a life outside of it. The author of two Amazon best-selling books, Helene Segura has been the featured productivity expert in over 100 media interviews including publications such as US News and World Report and Money Magazine, as well as on Fox, CBS, ABC and NBC affiliates. By day, Helene presents keynotes and trainings as The Inefficiency Assassin and teaches audiences and clients how to slay wasted time. By night (and on weekends), she's a devout cheese eater, a recipe experimenter, and a travel junkie. If you blink, you might miss her sneaking adult beverages onto the lawn bowling court. For more tips or to connect with Helene, visit http://www.HeleneSegura.com.

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed, Dr. Sonia Lewis, is the CEO of award-winning business The Student Loan Doctor LLC. She is considered the people's expert on all matters related to student loan debt repayment. She has over 14 years of practical higher education and financial aid experience.   Dr. Lewis is an expert speaker across all audiences, regardless of age. She has been invited to share her expertise in written work, conferences, or live media: CNN, The White House Briefing on Advancing Equity for Women and Girls of Color, Black Enterprise, SALON Magazine, RT America, Essence Magazine, KYW News Radio 1060 AM, Fox 29, The BET Network, Money Magazine, Forbes, Investfest (EYL) and a host of other notable platforms across the nation. Sonia is also a 3-time self-published author. Company Description *The Student Loan Doctor LLC has been recognized as the first African American and woman-owned student loan repayment company in the country. The City of Philadelphia has also awarded us two citations for our business's impact on the Philadelphia community. The company was designed to educate others about their student loan debt and provide assistance in making a tangible plan for repayment. The social impact goal of the business is to help a generation of borrowers become free of debt to promote social mobility and wealth building. Talking Points/Questions *1.    Student Loan Forgiveness and the Election: How the current administration's policies are shaping forgiveness programs and what borrowers can expect from candidates in the upcoming election.2.    Financial Freedom and Student Loans: Why student loan debt is a major obstacle to financial milestones like homeownership and investing, and how to navigate debt to move towards true financial freedom.3.    Staying in Good Standing: Why keeping your loans in good standing is critical for personal and financial health, and actionable steps borrowers can take today to avoid penalties and default.4.    The Student Loan Doctor LLC, founded in 2016, has been recognized as the first African American and woman-owned student loan repayment company in the country. 5.    The City of Philadelphia has also given the business two citations for its impact on the Philadelphia community. 6.    The Student Loan Doctor LLC was designed to educate others about their student loan debt and assist them in making a tangible repayment plan. 7.    The social impact goal of the business is to help a generation of borrowers become free of debt to promote social mobility and wealth building. #STRAW #BEST #SHMS  Support the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed, Dr. Sonia Lewis, is the CEO of award-winning business The Student Loan Doctor LLC. She is considered the people's expert on all matters related to student loan debt repayment. She has over 14 years of practical higher education and financial aid experience.   Dr. Lewis is an expert speaker across all audiences, regardless of age. She has been invited to share her expertise in written work, conferences, or live media: CNN, The White House Briefing on Advancing Equity for Women and Girls of Color, Black Enterprise, SALON Magazine, RT America, Essence Magazine, KYW News Radio 1060 AM, Fox 29, The BET Network, Money Magazine, Forbes, Investfest (EYL) and a host of other notable platforms across the nation. Sonia is also a 3-time self-published author. Company Description *The Student Loan Doctor LLC has been recognized as the first African American and woman-owned student loan repayment company in the country. The City of Philadelphia has also awarded us two citations for our business's impact on the Philadelphia community. The company was designed to educate others about their student loan debt and provide assistance in making a tangible plan for repayment. The social impact goal of the business is to help a generation of borrowers become free of debt to promote social mobility and wealth building. Talking Points/Questions *1.    Student Loan Forgiveness and the Election: How the current administration's policies are shaping forgiveness programs and what borrowers can expect from candidates in the upcoming election.2.    Financial Freedom and Student Loans: Why student loan debt is a major obstacle to financial milestones like homeownership and investing, and how to navigate debt to move towards true financial freedom.3.    Staying in Good Standing: Why keeping your loans in good standing is critical for personal and financial health, and actionable steps borrowers can take today to avoid penalties and default.4.    The Student Loan Doctor LLC, founded in 2016, has been recognized as the first African American and woman-owned student loan repayment company in the country. 5.    The City of Philadelphia has also given the business two citations for its impact on the Philadelphia community. 6.    The Student Loan Doctor LLC was designed to educate others about their student loan debt and assist them in making a tangible repayment plan. 7.    The social impact goal of the business is to help a generation of borrowers become free of debt to promote social mobility and wealth building. #STRAW #BEST #SHMS  See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed, Dr. Sonia Lewis, is the CEO of award-winning business The Student Loan Doctor LLC. She is considered the people's expert on all matters related to student loan debt repayment. She has over 14 years of practical higher education and financial aid experience.   Dr. Lewis is an expert speaker across all audiences, regardless of age. She has been invited to share her expertise in written work, conferences, or live media: CNN, The White House Briefing on Advancing Equity for Women and Girls of Color, Black Enterprise, SALON Magazine, RT America, Essence Magazine, KYW News Radio 1060 AM, Fox 29, The BET Network, Money Magazine, Forbes, Investfest (EYL) and a host of other notable platforms across the nation. Sonia is also a 3-time self-published author. Company Description *The Student Loan Doctor LLC has been recognized as the first African American and woman-owned student loan repayment company in the country. The City of Philadelphia has also awarded us two citations for our business's impact on the Philadelphia community. The company was designed to educate others about their student loan debt and provide assistance in making a tangible plan for repayment. The social impact goal of the business is to help a generation of borrowers become free of debt to promote social mobility and wealth building. Talking Points/Questions *1.    Student Loan Forgiveness and the Election: How the current administration's policies are shaping forgiveness programs and what borrowers can expect from candidates in the upcoming election.2.    Financial Freedom and Student Loans: Why student loan debt is a major obstacle to financial milestones like homeownership and investing, and how to navigate debt to move towards true financial freedom.3.    Staying in Good Standing: Why keeping your loans in good standing is critical for personal and financial health, and actionable steps borrowers can take today to avoid penalties and default.4.    The Student Loan Doctor LLC, founded in 2016, has been recognized as the first African American and woman-owned student loan repayment company in the country. 5.    The City of Philadelphia has also given the business two citations for its impact on the Philadelphia community. 6.    The Student Loan Doctor LLC was designed to educate others about their student loan debt and assist them in making a tangible repayment plan. 7.    The social impact goal of the business is to help a generation of borrowers become free of debt to promote social mobility and wealth building. #STRAW #BEST #SHMS  See omnystudio.com/listener for privacy information.

Nick Hopwood, Certified Financial Planner, Founder of Peak Wealth Management. Nick has a passion for helping clients retire with confidence. Check out Nick's podcast called "Trust the Plan" - in fact, Nick and Steve recorded an episode together and it will be published next week. Just search out Nick Hopwood on any podcast app or the Peak Wealth Youtube Channel.

In this episode of the podcast, discover how to keep more of your hard-earned money with CPA and tax strategist Amanda Han. Learn game-changing strategies for video business owners, including the benefits of S-corps, smart write-offs, and using real estate to build wealth. Amanda shares practical tips to transform your approach to taxes and finance, helping you maximize profits and minimize stress. Key Takeaways  Learn how transitioning to an S-corp could significantly reduce your tax bill and save you thousands Discover often-overlooked tax write-offs for video professionals, including strategies for travel expenses Explore how real estate investments can boost your wealth-building efforts and provide tax advantages Understand the importance of regular bookkeeping and finding the right CPA to support your business goals About Amanda Han Amanda Han & Matt MacFarland are CPAs and tax strategists who specialize in helping people use real estate to save massive amounts in taxes and keep their hard earned money. They help educate investors on how to maximize tax write-offs, legal entity strategies, tax-efficient ways to access profit, how to use 401K money for real estate, and much more. They are authors of the highly rated book Tax Strategies for the Savvy Real Estate Investor and they have been featured in prominent publications including the Forbes Finance Council,  Money Magazine, Talks at Google,  CNBC's Smart Money Talk Radio as well as the BiggerPockets podcasts. Today, Amanda & Matt have helped thousands of investors nationwide to save on taxes with proactive tax planning. In This Episode [00:00] Welcome to the show! [05:52] Meet Amanda Han [11:31] Write-Offs [21:39] S-Corp Versus LLC [35:08] Record-Keeping [38:30] Real Estate [47:01] Connect with Amanda [49:55] Outro Quotes  "It's not about how much money you make, it's about how much of it you actually get to keep." - Amanda Han, quoting Robert Kiyosaki "Saving more money really is the same as making more money. When you save in taxes, that's the easiest money you can make because it was already your money to begin with." - Amanda Han "We don't spend money for the write-off. The best way to do is to take a look at what we are already spending money on anyways, and say, how can I make sure this is a legitimate write-off?" - Amanda Han "What got you here won't get you there." - Ryan Koral, discussing business growth and the need for fresh strategies "I always look at what can we document before the trip, before that transaction, so that if it were to be questioned, I have a legitimate way to say, well, yeah, I spent $5,000 on that trip because I had these requests from these clients." - Amanda Han, on properly documenting business expenses Guest Links  Find Amanda Han online Follow Amanda Han on Instagram Access the free Tax Savings Toolkit Links  Find out more about 10xFILMMAKER   Join the Grow Your Video Business Facebook Group  Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Check out the full show notes

Melissa Llarena is an international Job Interview Coach, Published Author, and the host of the Mom Founder Imagination Hub podcast. She has been career coaching for over 20 years. She believes that you can play the cards in your favor during a job interview no matter how many cards you may feel are stacked up against you. She's coached professionals around the world on how to effectively and confidently sell themselves during a job interview and helped millions through articles in Forbes, Money Magazine, Huffington Post, Financial Times, CNBC, and Fox Business. In this week's episode, Melissa and I talk about her incredible journey of resiliency and entrepreneurship. Growing up her mother had a manic depressive disorder so that often meant that she was raising her mother more than her mother was raising her. Melissa had to grow up quickly, and I often meant being the person that she could count on the most. Now she feels as if there's nothing outside of her reach. She funded her college career strictly through scholarship money, she's raising her kids while running a business, and she's using her imagination to be her most powerful asset in that business. Tune into this week's episode to hear more about Melissa's incredible story and how you can believe in yourself as much as she does.  Keep up with Melissa on their website and Instagram.  For all Hella Latin@ updates, follow @hellalatinopodcast on Instagram and connect on LinkedIn. More at odalysjasmine.com. To learn more about your ad choices visit megaphone.fm/adchoices Podcast production for this episode was provided by CCST.

In this episode of The Landlord Diaries, we sit down with Amanda Han, Managing Director of Keystone CPA and one of the nation's top real estate tax strategists. Amanda, a third-generation real estate investor, has helped countless investors maximize wealth through powerful, proactive tax strategies. With best-selling books on Amazon and features in Money Magazine, Google Talks, and CNBC, Amanda brings her unparalleled expertise to the show. Whether you're new to real estate investing or a seasoned pro, this episode will provide valuable insights into building a tax-efficient portfolio. Amanda has 46k subscribers on Instagram & frequently appears as a speaker or author on the Bigger Pockets network. 

Today, I'm joined by Staci Wallace, and we're talking about Purpose-Driven Leadership. Staci is an 8-time author, speaker, recording artist, podcast host, and expert in business psychology and life mastery. She is the CEO of Fueled by Fire. This global consulting firm empowers faith-based CEOs and entrepreneurs to build purpose-driven, highly profitable lives and businesses they love while creating legacy wealth and generational impact. Staci has shared the stage with five U.S. Presidents and has been featured on TEDx, NBC, ABC, FOX, TBN, Money Magazine, and numerous other media outlets. I'm excited to have her on the show to talk about Purpose-Driven Leadership. Show resources: Fueled by Fire website Free 5-Day Mastery Course Sponsors: Farrow Skin Care Salty Sailor Coffee Company Leader Connect The Qualified Leadership Series ____ Get all of Jon Rennie's bestselling leadership books for 15% off the regular price today! HERE Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Benson & Danny Kofke - Southern Education Retirement Consortium: Financial Planning for Retirement. This is episode 697 of Teaching Learning Leading K12, an audio podcast. Kevin Benson serves as Executive Director for Cooperative Purchasing Agency (CPA) and the Southern Education Retirement Consortium (SERC). In his CPA role, Kevin oversees a warehouse that provides office supplies, janitorial supplies, furniture, and USDA commodities, directly to 35 school systems in North Georgia.  Kevin also provides all school systems in Georgia access to national contracts through the Association of Educational Purchasing Agencies (AEPA).  Most recently, Kevin created the Southern Education Retirement Consortium (SERC).  In this role, Kevin strives to provide school systems and their employees, regardless of size, with unprecedented pricing, oversite, and control in the 403b and 457 markets. Kevin has been an educator for over 25 years as a teacher, assistant principal, principal, and safety director. Kevin began his tenure at CPA in 2017 and has increased yearly profits tenfold. In 2021 Kevin won the AEPA Outstanding Sales Growth Award with a 745% increase in sales.  Kevin has a Bachelor of Science from Kennesaw State University, a master's in education from the University of Georgia, and an Educational Specialist degree from Liberty University.   A little about Danny Kofke After being an elementary school teacher for 18 years, Danny Kofke recently left the classroom to work with Mentoro - a financial education company.  His love of teaching and personal finance led him to write five personal finance books including The Wealthy Teacher: Lessons for Prospering on A School Teacher's Salary. Danny's everyday approach to handling money has led him to appear on numerous television shows including Fox & Friends, The CBS Early Show, CNN's Newsroom, the 700 Club and The Clark Howard Show.  He has also been interviewed on over 600 radio shows and featured in a number of publications including USA Today, Yahoo.com, The Wall Street Journal, Money Magazine and The Atlanta Journal Constitution.  He wants to show others if this former schoolteacher can do well financially, they can too! Our focus today is the Cooperative Purchasing Agency (CPA) and the Southern Education Retirement Consortium (SERC). So much to learn about retirement planning. Great conversation! Before you go... You could help support this podcast by Buying Me A Coffee. Not really buying me something to drink but clicking on the link on my home page at https://stevenmiletto.com for Buy Me a Coffee or by going to this link Buy Me a Coffee. This would allow you to donate to help the show address the costs associated with producing the podcast from upgrading gear to the fees associated with producing the show. That would be cool. Thanks for thinking about it.  Hey, I've got another favor...could you share the podcast with one of your friends, colleagues, and family members? Hmmm? What do you think? Thank you! You are AWESOME! Thanks so much! Connect & Learn More: Kevin Benson; CPA / SERC Director kbenson@cpa4schools.com https://sercsolutions.com/   Danny Kofke: Run with the Bulls dannykofke@gmail.com https://blubrry.com/runwiththebulls/ https://www.mymentoro.com https://www.linkedin.com/in/dannykofke/ Length - 59:02

At Equity Mates we hate fees! Sometimes at surface level they don't seem like a lot. But the fact is, over a lifetime of investing, fees can significantly eat into your returns. In today's episode we continue our financial check-up by reviewing what fees we're paying, and what fees you should avoid!In this episode we cover:How much are we paying in fees for ETFs and Managed Funds?Are there any cheaper alternatives?How much are we paying in brokerage? Are there any other platforms, news sites or other subscriptions I'm paying for? Have a money or investing question? Ask via our website. ______Thanks to Superhero for proudly supporting this series. Superhero is Australia's best-value online share trading platform as awarded by Money Magazine three years running. They're feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just Invest—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In today's episode, we explore Audinate, a key player in the audio-visual (AV) industry, from an investment perspective. We unpack the company's history, innovative products, and financial performance. Joining us in the second half is Ben Richards, Investment Analyst at Seneca Financial Solutions, who provides expert insights into Audinate's investment potential and challenges.In today's episode we cover:Audinate's mission and target customersCompany historyTheir flagship product - DanteFinancial overviewFuture prospects with innovation and expansionGrowth strategy_______Thanks to Superhero for proudly supporting this series. Superhero is Australia's best-value online share trading platform as awarded by Money Magazine three years running. They're feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTube—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

My guest and former teacher Danny Kofke's passion for teaching and personal finance led him to write five personal finance books, including "The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salary."In this week's episode he shares his practical tips and actionable advice to help you and your family achieve financial success, even on a modest salary.Tune in to discover how you can make daily changes to set your family on the path to financial freedom.Anna's Takeaways:Intro (00:00)Budgeting & Financial Planning For A Family On A Teacher's Salary (07:37)Teaching Children Good Money Habits (10:46)Communication & Early Education (14:04)Financial Lessons For Teachers (18:45)Financial Management And Investing For Millennials (24:07)Prioritizing Family Values & Goals (28:19)Financial Wellness & Taking Control Of Spending (32:32)About Danny Kofke:After being an elementary school teacher for 18 years, Danny Kofke recently left the classroom to work with Mentoro - a financial education company. His love of teaching and personal finance led him to write five personal finance books including The Wealthy Teacher: Lessons For Prospering On A School Teacher's Salary. Danny's everyday approach to handling money has led him to appear on numerous television shows including Fox & Friends, The CBS Early Show, CNN's Newsroom, The 700 Club and The Clark Howard Show. He has also been interviewed on over 600 radio shows and featured in a number of publications including USA Today, Yahoo.com, The Wall Street Journal, Money Magazine and The Atlanta Journal Constitution. He wants to show others if this former school teacher can do well financially, they can too! Rate, Review, & Follow on Apple PodcastsMoney Boss Parents! Welcome to Anna's Money Boss Parent podcast, your go-to resource for mastering money management while raising a family. Join me as we explore practical tips, expert insights, and inspiring stories to help you achieve financial success and create a brighter future for your loved ones. Don't forget to subscribe, rate, and review the show to support our mission of empowering parents like you to take charge of their finances and build a prosperous life for their families. Let's thrive together on this incredible journey!FREE GUIDE- Kid Money Boss: School isn't teaching my son about Money. It's up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.Guest websites:The Wealthy Teacher: Lessons for Prospering on a School Teacher's Salaryhttps://www.facebook.com/mentorogrouphttps://www.instagram.com/mentorogroup/https://twitter.com/mentorogrouphttps://www.linkedin.com/company/mentorogroup/mycompany/

You know Catapult swims in big circles when it's Patrick Mahomes, Mbappe and Jason Tatum on slide 3 of their H1 results presentation…In today's episode, we explore Catapult, a leading provider of performance tracking and analytics technology in sports. We delve into the company's history, current operations, and future prospects from an investment perspective. Joining us in the second half is Andrew Brown, executive director of East 72, who provides expert insights into Catapult's investment potential and challenges.In today's episode we cover:The business of investing in sportsAn overview of Catapult's global reachThe founding story, from a research project in 1999The current operations and technologyTeams & Leagues Using Catapult TechnologyFinancial overviewThe future prospects - how big can this get and what is the end game?Episode recorded 3rd May 2024. Interview with Andrew Brown recorded 31st May 2024._______Thanks to Superhero for proudly supporting this series. Superhero is Australia's best-value online share trading platform as awarded by Money Magazine three years running. They're feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Watch Equity Mates on YouTube—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Welcome to another exciting episode of the Real Estate Breakthrough Show! In this episode, we have the pleasure of speaking with Julie Longtin, the owner of Cityside Properties and a true titan in the real estate industry.  With over 25 years of experience, Julie has been honored with numerous prestigious awards and has been featured in national publications for her remarkable contributions to the field.   About Julie Longtin: Julie Longtin is renowned for her impressive career achievements. She is the youngest woman in Rhode Island to be inducted into the RE/MAX Hall of Fame and has been recognized as a top PowerBroker by COStar Commercial Group. Julie's excellence in advertising has earned her publishing accolades, and she consistently ranks among the top ten RE/MAX Realtors in Rhode Island. Her insights and expertise have been quoted in hundreds of periodicals, including MONEY Magazine, The New York Times, and the Chicago Tribune. Julie's properties have even been showcased on the Today Show. She is also a former licensed real estate appraiser, adding another layer of expertise to her already impressive resume.   Cityside Properties: Julie Longtin leads Cityside Properties, formerly known as RE/MAX Cityside. Her team is proficient in handling a wide range of real estate transactions, including residential, commercial, rentals, property management, and expert testimony/studies. No property is too big or too small for Cityside Properties to successfully represent.   Community Involvement: Under Julie's leadership, Cityside Properties has made significant contributions to the community. They have been profiled by Providence Business News for their role as a pro-bono art gallery for local artists. Julie's team has also been recognized by Channel 10 and the Mayor of Providence for their charitable work, including a foster family drive that led to the placement of four children. Additionally, Cityside Properties supports various charitable organizations such as the United Way and Aids Care Ocean State. Be sure to ask about their community giving program.   Topics discussed: -Julie's Professional Journey of over 30 years in real estate - Achievements include being the youngest woman to hit RE/MAX Hall of Fame at age 31. - The process of overcoming industry challenges as a woman in a male-dominated field. - The importance of perseverance and overcoming obstacles in achieving success. - Julie's personal approach of failing forward and maintaining resilience. -The multifaceted benefits of real estate, from creating personal wealth to providing essential services and investment opportunities. - Current industry challenges including DOJ litigation concerning commission structures and perceived antitrust violations. - The misconceptions around commission structures and the impact on various sectors of the market. - The importance of prioritizing client needs over transactions. -The cyclical nature of financial markets and the importance of stability.   The Real Estate Breakthrough Show with Christina Suter is where we talk about the reality of real estate, the mindset you need and the tips and tricks to get you moving forward in investing. Join us every other week and learn everything you need to know to invest in real estate on Youtube, iTunes, Spotify, and more.    Don't forget to like, comment, and subscribe for more expert interviews and real estate insights!   Find more about Julie here: LinkedIn: linkedin.com/in/julielongtin Websites mycitysidehomes.com (Company) julielongtin.com (Personal) landvest.com (Company)

Our financial check-up continues, as we get closer to the end of the financial year. Last episode we looked back, and in this episode we're looking forward into the next year.It's important that your investing strategy matches your investing goals, and in today's episode we unpack our personal investing strategies for the year ahead.In this episode we cover:Does our investment strategy align with our goals?What are we investing in for the year ahead?Are we automating as much of our investment process as possible?What frequency are we investing?Thanks to Superhero for proudly supporting this series. Superhero is Australia's best-value online share trading platform as awarded by Money Magazine three years running. They're feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.Have a money or investing question? Ask via our website. —------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just Invest—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Send us a Text Message.Katharine Giovanni, a three-time award-winning best-selling author of twelve books, is a dynamic speaker, trainer, and advisor. Her latest work, “The Ultimate Path to Forgiveness: Unlocking Your Power,” offers profound insights into the transformative power of forgiveness.A trailblazer in the concierge industry, Katharine founded the first association for independent concierges, shaping the industry for over two decades until her retirement in March 2023. Her pioneering spirit and commitment to excellence have left an indelible mark on the profession.Throughout her illustrious career, Katharine has trained numerous concierge and front-line staff, earning her clients a reputation as some of the industry's most successful. Her expertise has been sought after by major media outlets, with features on ABC News Nightline, CBS News, Good Morning America, MTV, Time Magazine, Money Magazine, Forbes, The New York Times, and The Wall Street Journal.A proud breast cancer survivor, Katharine's resilience and determination inspire others to overcome life's challenges. Raised in the vibrant backdrop of New York City, she holds a B.A. from Lake Forest College and currently calls North Carolina home.For those eager to explore Katharine's wisdom or connect with her, visit www.KatharineGiovanni.com to discover more about her groundbreaking forgiveness book and other transformative works.FIND DAWN HERE: Email: dawnversations@gmailhttps://www.podpage.com/dawnversations/ https://podcasts.apple.com/us/podcast/dawnversations/id1611645700 https://open.spotify.com/show/3nyVFDlLJ0y7S2MQ0ZqiZ5?si=RFLLwSTYQVGta30nkZ2vsg https://www.youtube.com/channel/UCGZFdplRZmXIguI31KbX2eghttps://www.pandora.com/podcast/dawnversations/PC:1000700495https://www.facebook.com/dawnversations.2024https://www.instagram.com/dawnversations_podcast/ https://www.pinterest.com/dawnwecker12/dawnversations-podcast/ https://www.tiktok.com/@dawnversations Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/francesco-dandrea/a-day-late-and-a-dollar-short License code: EYUYKNS4AFNOD1JO #follow #like #subscribe #pin #share #podcast #apple #spotify #anchorfm #google #amazon #iheartradio #tiktok #facebook #pinterest #instagram #youtube #life  #dawnversations #dawnversationspodcast

Welcome to the first episode of our 4-part series where we do a health check on our personal finances as we approach the end of the financial year! All will be revealed!In this episode we check:How much did we contribute to our investing and savings goals this year?Is our emergency fund adequate - is it actually 3 to 6 months of living expensesHow are we progressing towards our goals?Our asset allocation - does it align with our goals? Consider how we rebalance Thanks to Superhero for proudly supporting this series. Superhero is Australia's best-value online share trading platform as awarded by Money Magazine three years running. They're feature-packed for a fraction of the cost, including $2 brokerage. Get Invested, trade for $2 with Superhero. $2 brokerage is for trades up to $20k and in the relevant currency. Ts&Cs do apply and you can read them or download the Superhero app at superhero.com.au. Superhero does not provide financial advice and you should consider whether the product is right for you.Have a money or investing question? Ask via our website. —------Have an investing question?Ask via our website and we'll answer it on the podcast.Or get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our accompanying podcast Equity Mates Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just Invest—------In the spirit of reconciliation, Equity Mates Media and the hosts of Get Started Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Get Started Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

On today's episode, Rich sits down with Amanda Han – Real Estate CPA, Tax Strategist, and Managing Director of Keystone CPA. CPA by day and real estate investor by night, Amanda Han is a tax expert who helps entrepreneurs and real estate investors save money. When she's not busy helping others with their taxes, she's looking into the numbers to help leverage her own real estate portfolio. She's been featured on Money Magazine, Google, and Forbes.Rich and Amanda start off by discussing the podcast voice, the times that are most fulfilling in business, connecting with Karlton Dennis and Bethany LaFlam, Weezer, yacht parties, 506b and 506c syndications, what you need to scale up deals,  international interest rates, using debt to create tax benefits, cashflow and hold periods, lazy 1031 exchanges, and finding the right CPA.They then reflect on 100% bonus depreciation and current politics, the IRS and syndication returns, the CPA pay scale working for the government, the step up tax basis, the disconnect of passing down wealth, what happens when you're audited, and cost segregation studies. Lastly, they talk about down payments and roll overs, Amanda's advice for Rich's companies and properties, Yachts, Code section 179 and exotic car clubs, STR Tax loopholes, and taxing unrealized gains.Connect with Amanda on Instagram: @amanda_han_cpa--Connect with Rich on Instagram: @rich_somersInterested in investing with Somers Capital? Visit www.somerscapital.com/invest to learn more. Interested in joining our Boutique Hotel Mastermind? Visit www.somerscapital.com/mastermind to book a free call. Interested in STR/Boutique Hotel Management? Visit www.excelsiorstays.com/management to book a free call.

  Bio Katharine, a three-time award-winning best-selling author of twelve books, is a dynamic speaker, trainer, and advisor. Her latest work, “The Ultimate Path to Forgiveness: Unlocking Your Power,” offers profound insights into the transformative power of forgiveness. A trailblazer in the concierge industry, Katharine founded the first association for independent concierges, shaping the industry for over two decades until her retirement in March 2023. Her pioneering spirit and commitment to excellence have left an indelible mark on the profession. Throughout her illustrious career, Katharine has trained numerous concierge and front-line staff, earning her clients a reputation as some of the industry's most successful. Her expertise has been sought after by major media outlets, with features on ABC News Nightline, CBS News, Good Morning America, MTV, Time Magazine, Money Magazine, Forbes, The New York Times, and The Wall Street Journal. A proud breast cancer survivor, Katharine's resilience and determination inspire others to overcome life's challenges. Raised in the vibrant backdrop of New York City, she holds a B.A. from Lake Forest College and currently calls North Carolina home. For those eager to explore Katharine's wisdom or connect with her, visit www.KatharineGiovanni.com to discover more about her groundbreaking forgiveness book and other transformative works. https://katharinegiovanni.com/about-katharine-giovanni/

At 49, this week's guest Sarah Max is the oldest rider in the Life Time Grand Prix, the biggest, hardest gravel and mountain bike race series on the planet. That was something Sarah didn't always want to talk about. She didn't want to be defined by her age and didn't always love the attention it attracted. But she's realized that while her age isn't her “brand,” it is part of her story–and an important part that inspires others and helps them see their own potential. And it most certainly doesn't get in her way, as she embraces the challenges and opportunities of the professional cycling life while also working full time as the Managing Editor at Morgan Stanley Research and being the mom of twin college-age girls. Sarah Max's professional cycling highlights include a 3rd place finish at 2019 Unbound (formerly DK200), 2nd place in the notoriously competitive Belgian Waffle Ride in Southern California in 2019 and 6th in 2023, 4th at Steamboat Gravel in 2022, and 13th overall in the Life Time Grand Prix series last year. She started her editorial career covering investing and personal finance as a staff writer for Money Magazine and, later, as a senior writer for CNNMoney. With the mountains calling, Sarah moved to Bend, Oregon where she worked as a contributing editor to Barron's and contributing writer to publications including Entrepreneur, The New York Times, Time Magazine, and The Wall Street Journal before taking her current job at Morgan Stanley.Resourceshttps://www.lifetimegrandprix.com/Register for the Feisty Summer STRONG Course: https://www.womensperformance.com/strong Subscribe to the Feisty 40+ newsletter: https://feistymedia.ac-page.com/feisty-40-sign-up-page Follow Us on Instagram:Feisty Menopause: @feistymenopause Feisty Media: @feisty_media Selene: @fitchick3 Hit Play Not Pause Facebook Group: https://www.facebook.com/groups/807943973376099 Join Level Up - Our Community for Active Women Navigating the Menopause Transition:Join: https://www.feistymenopause.com/monthly-membership-1 Leave your questions for Selene:https://www.speakpipe.com/hitplay Get the Free Feisty Women's Guide to Lifting Heavy Sh*t:https://www.feistymenopause.com/liftheavy Support our Partners:Previnex: Get 15% off your first order with code HITPLAY at https://www.previnex.com/ Lagoon Sleep: Go to LagoonSleep.com/hitplay and take the 2 minute sleep quiz to find your match, and then use the code HITPLAY for 15% off your first purchase Hettas: Use code FEISTY20 for 20% off at https://hettas.com/

Maria Melchor, financial educator and creator of FirstGenLiving, joins the Journey To Launch Podcast to talk about her experience being the first in her family to build lasting wealth in America and how she built FirstGenLiving into the successful business it is today.  We also talk about taking on student loan debt to avoid burdening parents with school expenses, “survivor's guilt,” the fallacy of the “working harder will make you wealthier” narrative, and more.  FirstGenLiving began in 2020 and reaches an audience of 130,000+ across social media platforms. FirstGenLiving provides personal finance education tailored to the experience of first-generation immigrants, students, and professionals in the United States. Maria has been featured in outlets including CNBC, Univision, and Money Magazine.In this episode you'll learn about: How Maria's immigrant background shaped her journey and influences her finances The challenge of raising second generation kids with grit through intentional parenting Guilt and anxiety surrounding making more money than anyone in your family  Navigating helping family financially, starting an online content creation business, pitching yourself to loved ones, and more Other Links Mentioned in episode: Order my new book, Your Journey to Financial Freedom and get 2 months free of Freedom Quest & access to the FIRE STARTER Course for FREE  Episode 248- Small Steps to Reach Big Dreams + Going from an Observer to Main Player In Your Life Get The Budget Bootcamp for FREE Check out my personal website here. Join The Weekly Newsletter List 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 Maria: FirstGenLiving.com Instagram:@FirstGenLiving 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 Get The Budget Bootcamp for FREE