Podcasts about money matters

On this week's Money Matters, Scott and Pat break down just how complex the tax system has become—and why staying ahead of the changes matters more than ever. You'll hear from one caller trying to track down the value of old savings certificates from the 1980s, another wrestling with how to allocate investments for better tax efficiency, and a listener who made major changes after Scott and Pat helped him realize the true cost of a Variable Universal Life (VUL) insurance plan. If you've ever wondered whether your tax strategy is working for you—or against you—this one's for you. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Money Matters: CPA Tax Talk for REALTORS®In this episode, host Steve McDonald sits down with Denise Calderon, a respected Certified Public Accountant and community leader with more than 25 years of experience in tax strategy, nonprofit finance, and small business advising.From building an award-winning CPA firm to serving as a Planning & Zoning Commissioner in Minneola, she shares how her journey has been shaped by a commitment to integrity, service, and practical leadership. Listeners will hear how she helps clients not just file returns but truly understand and take control of their financial lives.She also opens up about stepping into public service as a candidate for mayor, offering a unique perspective on how financial literacy, ethics, and community leadership intersect to build stronger neighborhoods.

Singapore shares inched higher today as Asian markets traded mixed. The Straits Times Index was up 0.45% at 4,289.14 points at 2.24pm Singapore time, with a value turnover of S$874.21M seen in the broader market. In terms of counters to watch, we have UOB. The bank announced yesterday that its cardholders in Singapore will be able to redeem reward points when travelling in Johor Bahru, Malaysia. Elsewhere, from how US President Donald Trump signed a proclamation to set a 10 per cent tariff on imports of lumber and 25 per cent on vanities and upholstered wooden products, to how China’s Zijin Gold saw shares soar as much as 66 per cent in their trading debut as gold prices reach record high – more international headlines remained in focus. Also on deck – more on a possible US government shutdown. Plus – how Boeing is reportedly in the early stages of developing a replacement for the 737 MAX. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management.See omnystudio.com/listener for privacy information.

Financial Planner Luke Smith joined 2CC Talking Canberra in Money Matters, which aired live on Friday 26 September 2025. The topic for this week is: Is salary sacrifice the only way to get money into your super before you retire? No, it’s not, in fact salary sacrifice may seem ‘old school’, even though you can […]

Singapore shares inched higher today as Asian markets started the week on a positive note. The Straits Times Index was up 0.22% at 4,275.36 points at 2.26pm Singapore time, with a value turnover of S$937.56M seen in the broader market. In terms of companies to watch, we have Yangzijiang Shipbuilding, after the shipbuilder on Saturday announced that three of its subsidiaries have cancelled contracts valued at US$180 million with an unknown party. Elsewhere, from what an in-line personal consumption expenditures price index reading for August meant for investors, to how gold surpassed the key US$3,800 per ounce level for the first time today – more international and economic headlines remained in focus. Also on deck, more on CapitaLand Commercial C-Reit and Sony Financial Group’s trading debut in Shanghai and Tokyo respectively. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.

André Kistler ist seit Jahrzehnten an der Börse investiert. Er hat in den 90er-Jahren eine erfolgreiche Vermögensverwaltung mitgegründet und seit kurzem ist er auch Buchautor. In dieser Episode von Money Matters sprechen wir über seine Investitionen, wie er CHF 10'000 und CHF 50'000 investieren würde und warum er bei der Auswahl von Aktien (unter anderem) ein besonderes Augenmerk auf die Integrität des Managements legt.André verrät auch, in welche Unternehmen er nicht investiert, warum Schweizer Unternehmen global seit Jahrzehnten an der Spitze sind und warum er ein Buch geschrieben hat.Du hörst unter anderem auch:Was Qualitätsaktien sindWarum es beim Investieren eine Risikoprämie gibtWas das Problem von Pensionskassen istWann er eine Aktie verkauftWarum Geld eine Verantwortung bringt und wie man es an die nächste Generation übergibtInformationen zum Buch:André Kistler, Aktien - Souverän investieren, 9783033112742Anmeldung Live-Podcast:https://missfinance.ch/eventWerbung:Sponsorin von Money Matters ist die ⁠⁠⁠⁠⁠Bank Cler⁠⁠⁠⁠⁠. Vielen Dank! Die Bank Cler redet mit dir über Geld – offen und ehrlich. Egal, wie viel du davon hast. Und zwar so, wie's ihr Name verspricht: «Cler» bedeutet im Rätoromanischen «klar, einfach, deutlich». Die Bank Cler macht also deine Bankgeschäfte so unkompliziert und angenehm wie möglich.Dieser Podcast ist keine Finanz- oder Anlageberatung und stellt keine Aufforderung zum Kauf oder Verkauf von Produkten dar! Ich übernehme keinerlei Haftung für die Richtigkeit der Informationen im Podcast. Das Handeln von Wertpapieren an der Börse ist ein Risiko und du trägst die Verantwortung für deine Finanzen!

In this message, Pastor Dave Briggs unpacks the concept of stewardship, reflecting on his personal journey from being a longtime Dodger fan to embracing his role as a stewardship pastor. Highlighting biblical examples such as the parable of the Talents, he explores the distinction between stewardship and generosity, emphasizing the importance of managing God's resources wisely. He uses personal anecdotes, like a silver investment misadventure, to illustrate lessons of trust and reliance on God over wealth. Discover how embracing stewardship can lead to a fulfilling life aligned with biblical principles.

Send us a textThe economics of anesthesia is approaching a breaking point. In this eye-opening episode of Going Under, Dr. Brian Schmutzer and Vahid Sadrzadeh reveal the unsustainable trajectory of anesthesia provider compensation against a backdrop of critical shortages that threaten to fundamentally alter surgical care delivery nationwide.Have a question for Dr. Brian Schmutzler? Submit them to any of the social media pages below or on his website at https://www.drbrianschmutzler.com/Facebook: https://www.facebook.com/drbrianschmutzlerInstagram: https://www.instagram.com/drbrianschmutzlerTikTok: https://www.tiktok.com/@drbrianschmutzler?lang=enProvider or Medical Student?? Subscribe to his Patreon Page to get exclusive content and access to Medical Blocks:https://www.patreon.com/user?u=89356957&utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=creatorshare_creator&utm_content=join_linkThanks to our show sponsor: Butterfly Networkhttps://store.butterflynetwork.com/us/en/?rsCode=BRIAN25Support the show

This week Pastor Scott continues our series, The Book of James, and discusses the real reasons why money matters. Summit Park Church is a life-giving church in Lee's Summit, MO, with a great kid's program, Bible-centered messages, and an encouraging atmosphere. Get more information about visiting Summit Park Church at https://www.summitparkchurch.com. Summit Park Church is located at 425 SW Oldham Pkwy, Lee's Summit, Missouri 64081.

On this episode of Money Matters, brought to you by Greenberg Financial Group, the full team dives into the latest financial market developments. We analyze key geopolitical events shaping the global economy and explore how they ripple through industries and markets. To keep you informed, we also break down the week's top stocks and market movers. Stay prepared, stay informed, and stay ahead with Money Matters.If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

Is the AI boom driving markets too far, too fast? On this week's Money Matters, Scott and Pat debate whether stock prices can keep up with earnings—or if investors should brace for a correction. Then, they tackle the 4% retirement withdrawal rule, explaining its history, its flaws, and how real retirees actually spend. Listener calls bring the conversation to life, with questions on 401(k) rollovers, 403(b) vs. 457 plans, and the latest Social Security changes. Finally, Scott and Pat share candid insights on why so many savers struggle to spend in retirement—and how to strike a healthy balance. Whether you're curious about AI hype, the realities of the retirement withdrawal rule, or just want straight answers to financial questions, this episode has you covered. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Singapore shares were little moved as most Asian markets traded lower today. The Straits Times Index was 0.04% in the green at 4,275.62 points at 2.39pm Singapore time, with a value turnover of S$791.57M seen in the broader market. In terms of counters to watch, we have Singapore Post. The postal service provider said yesterday that it has named Mark Chong as its group chief executive officer, with his appointment effective Nov 1. Elsewhere, from how Singapore factory output decreased 7.8 per cent year on year in August, missing expectations, to US President Donald Trump’s new tariffs on pharmaceuticals, trucks and furniture – more economic headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the key developments to watch for the day.See omnystudio.com/listener for privacy information.

Founded in 1929, Chow Tai Fook Jewellery Group is owned by one of the most influential families in Hong Kong, namely the Cheng family behind the late property tycoon Cheng Yu-tung. With a deep heritage, the firm’s brand aims to not only honour traditions, but also foster deep, meaningful connections, with a diverse customer base through its jewellery pieces. The company said its commitment to innovation and craftsmanship has been integral in helping it maintain mindshare among customers over the decades. In this “On the Go” Special edition of “Under the Radar”, Money Matters’ finance presenter Chua Tian Tian flew down to Guangdong, China on a media tour to see how the company is putting its words into action. Her journey started at Chow Tai Fook’s Shunde Artisanal Smart Manufacturing Centre, about 1.5 hours drive away from Shenzhen, where she visited the firm’s diamond processing facilities and master studio. She also visited the firm’s new image store in Shenzhen, where she spoke with Gabriela Ferreira, General Manager, International of Chow Tai Fook Jewellery on the firm’s corporate strategy and expansion plans – including those for Singapore.See omnystudio.com/listener for privacy information.

Singapore shares dipped today amid a tepid day in the region. The Straits Times Index was down 0.21% at 4,281.46 points at 11.51am Singapore time, with a value turnover of S$584.48M seen in the broader market. In terms of counters to watch, we have OCBC, after the bank said yesterday that its current group chief credit officer for wholesale, Carina Lee, will be its new chief risk officer from 2026. Elsewhere, from how Chery Automobile rocketed more than 13 per cent on its trading debut in Hong Kong, to how the White House budget office is telling federal agencies to prepare plans for mass firings during a possible government shutdown, more corporate and international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian dived into the details with David Chow, Director, Azure Capital. See omnystudio.com/listener for privacy information.

Roth conversions can save you thousands in taxes — but only if you know when and how to use them. On this BONUS EPISODE of Money Matters, Scott and Pat take listener calls that reveal the importance of strategy, trust, and risk management in retirement planning. They begin with a caller asking about complicated yield notes, sparking a discussion on portfolio risk management and why trusting the right financial advisor matters more than chasing products. Next, another listener wants to understand Roth conversions and Social Security timing — and Scott and Pat explain when Roth conversions make the most sense for long-term tax efficiency. Finally, a retired couple checks back in to share how they handled market volatility after following Scott and Pat's advice. Their story shows why portfolio risk management isn't just about protecting money — it's about protecting peace of mind. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Carmen Million from the Better Business Bureau and Adrienne, a senior fraud investigator, join host Kim Chapman to discuss the alarming rise in financial scams powered by artificial intelligence and how to protect yourself.• Scammers are using AI to create convincing fake business websites that target vulnerable consumers• Phone spoofing has evolved to mimic not just financial institutions but actual customer phone numbers• It's not just seniors being targeted - younger generations are increasingly falling victim to scams• Red flags include urgent requests, offers too good to be true, and requests for personal information• Fear, greed, and manufactured urgency are psychological tactics scammers use to bypass critical thinking• Financial institutions offer tools like card locking, transaction alerts, and enhanced authentication• If scammed, immediately contact your financial institution, file a police report, and report to BBB Scam Tracker• Always verify communications by contacting institutions directly through official channels, not links or numbers in suspicious messages• Trust your instincts - that uneasy feeling when something doesn't seem right is often correctVisit BBB.org/scamtracker to report scams and see what scams are active in your area. Use neighborsfcu.org/financial-wellness for more resources on protecting your finances.Have an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.

OFW remittances keep many Filipino families afloat—but what's the bigger picture? In this heartfelt episode of Chink Positive, Chinkee Tan explores the real impact of remittances on households and the Philippine economy. Discover the benefits, hidden risks, and practical ways families can use remittances wisely to build long-term security and independence.For any collaboration, brand partnership, and campaign run inquiries, e-mail us at info@thepodnetwork.com. #OFWMoneyMatters #ChinkPositive #RemittanceWisdom #FinancialFreedomPH #WealthCoach Hosted on Acast. See acast.com/privacy for more information.

Tom opens the show correcting two errors he made recently. Listen in to hear what he got wrong. Tom then shares the results of an X poll he conducted on Ferrari colors. Turns out white is NOT a popular choice for the Italian sports cars. The hosts also acknowledge the end of production for the Subaru Legacy midsize sedan. Jill notes that the car never had much impact on a segment ruled by the Honda Accord and Toyota Camry. Jill and Tom also share news regarding the Nissan Ariya electric crossover, which will not be sold in the U.S. after 2025. Nissan is focusing its efforts on the launch of the all-new, more-affordable, Nissan Leaf EV. Still in the first segment, the hosts review the Audi SQ8 and RS Q8 performance crossovers. The hosts are generally impressed by the luxury fastback crossovers, though Jill had some tech issues. In the second segment, the hosts welcome the ConsumerMan Herb Weisbaum to the show. Herb shares news and pointers regarding buying car insurance, and knowing how much insurance you need. In the last segment Jill is subjected to Tom's “Does Volkswagen Build There?” quiz, including a bonus question about fast food in Ghana. Jill wraps on the show sharing the list of this year's North American Car of the Year award candidates.  

What happens to your business if your income is down over the next 12 months? In today's episode of Money Matters, Chad P. Wilson shares some insights that could be helpful as you plan financially for the future. This episode was recorded on September 22, 2025 by Chad P. Wilson of Foundation Bank. 

Series: Book of JamesNo: 19Speaker: Pastor Kevin Reich

Equipping Hour - Nathan

Sermon text: Ecclesiastes 5:10-20

On this week's Money Matters, Scott and Pat dive into market shifts—tariffs, AI-driven productivity, and surprising earnings—and explain why chasing predictions fails while fundamentals like tax-efficient investing deliver results. Next, a caller shares his career-change dilemma: should he leave a higher-paying job for a teaching role with a pension? Scott and Pat weigh in on how retirement savings, insurance coverage, and college funding fit into the bigger picture. Later, another caller with a $9 million stock portfolio reveals his struggle with taxes from heavy dividend income. This leads to a deep dive into tax-efficient investing, where Scott, Pat, and Allworth's Head of Wealth Planning, Victoria Bogner, break down strategies like gifting stock, using net unrealized appreciation (NUA), and leveraging direct indexing for smarter portfolio management. The episode closes with actionable insights to help you apply tax-efficient investing in your own financial plan—so you can keep more of what you've worked hard to build. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Get the clarity and confidence you need as Wes Moss, Connor Miller, and Christa DiBiase break down today's swirling economic landscape and answer your most critical money questions. This episode of Money Matters turns today's complex headlines and listener challenges into clear, actionable insights for retirement planning. • Track how today's economic crosscurrents—including recession chatter, jobs data, and inflation—may be shaping the outlook for U.S. growth. • Examine the importance of jobless claims, payroll growth, and recent BLS revisions that could shift how investors and retirees view the labor market. • Spot how declining mortgage rates and strong housing demand could provide potential tailwinds for the broader economy. • Measure the role of residential construction jobs as a potential recession signal and why current numbers may suggest stability. • Understand the impact of the coming 2026 consumer tax refund surge tied to new legislation and how it may influence household spending. • Break down how higher labor productivity and technological shifts like artificial intelligence could affect corporate profits and inflation trends. • Review listener Q&A on brokerage accounts, investment tools, tax-efficient withdrawals, mortgage decisions, and strategies for early retirement account access. • Compare the flexibility of withdrawals across Roth, 401(k), IRA, and brokerage accounts to support informed financial decision-making. • Clarify the rules for accessing retirement funds before 59½, including the Rule of 55 and 72(t) distributions, and what they may mean for both traditional and Roth accounts. Stay informed and proactive—listen now to strengthen your understanding of retirement, investing, and today's economy. Subscribe to the Money Matters Podcast for weekly conversations that keep you engaged with the latest financial and economic trends.

Equipping Hour - Nathan

This week on Money Matters, brought to you by Greenberg Financial Group, we examine one of the darkest weeks in recent American history. From the tragic stabbing of an innocent woman to the shocking assassination of Charlie Kirk. Dean breaks down the ripple effects across politics, economics, and national sentiment. The full team also reviews the latest stock market action, highlighting which companies stood out with notable price moves. We explain why now is a critical time to consider locking in interest rates, with the Fed signaling more potential cuts ahead, and explore which industries stand to benefit most in a lower-rate environment. As always, we discuss our financial planning process and why preparation matters more than ever in uncertain times.Don't miss your chance to sign up for our free interactive financial planning workshop, visit greenbergfinancial.com today to secure your spot.If you would like to contact us to learn more about our firm, our seminars, and our process - call us at 520.544.4909 or go to our website at www.Greenbergfinancial.com or email us at Contact@Greenbergfinancial.com

On this week's Money Matters, Scott and Pat dive deep into what truly makes a great financial advisor—and why empathy and guidance matter as much as investment strategies. They share real-life stories that highlight how a trusted financial advisor can help families navigate some of life's toughest moments: illness, unexpected retirement, losing a spouse, and planning for Social Security. From a caller facing a terminal cancer diagnosis to another couple debating whether to pay off their mortgage early, Scott and Pat explore the practical—and emotional—side of retirement and estate planning. Listeners will learn why selecting the right financial advisor isn't just about numbers, but about having a partner who understands the human side of money. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Hasn't working from home become funny? Seek have produced a thing called Money Matters, and they look at work-life balance. Actually, hasn't that become a thing as well – work-life balance. I can't place it exactly, but it seems like a Covid thing. The world changed and so did we. Working hard is now so last year, or so last decade. We all long for work-life balance with a good sprinkling of mental health days. But working from home is a scam because according to Money Matters if you got a pay rise you would go back to the office quick as you like. So is it about work-life balance or is it about money? Everything is about money. We just like to pretend it isn't. You feel more virtuous if you pretend it isn't about money. But Money Matters spills the truth. Working from home is easier, we save on the commute, you claim you are more productive, blah blah blah. "Hey, how about 20% more?" Then you're out of there. We would work more hours for more money, we would take on an increased workload for more money, and we would commute further for more money. There isn't much we wouldn't do for more money. The work from home thing, by the way, is funny because before Covid there was virtually no such thing. The idea that you could invent a thing and then having invented it, because we were all locked down anyway, turn it into a permanent thing that could only be broken by a pay rise is the ultimate in farce. It's an insight into how quickly a habit can form if it suits you. Anyway, the only other thing that can make us blow up our precious work-life balance is more time off. But it still doesn't beat money. It's why lotto is popular I guess – money solves everything. Do we value work-life balance? My word we do. But do we value it more than money? Don't make me laugh. See omnystudio.com/listener for privacy information.

Ready to attack bad habits and cultivate new ones? In this week's episode of Money Matters, Chad P. Wilson shares personal thoughts and takeaways from his recent reading of Atomic Habits.    This episode was recorded on September 9, 2025 by Chad P. Wilson of Foundation Bank. 

Bankruptcy may be a taboo subject in personal finance, but it can be a necessary option for those facing overwhelming debt. Attorney Mitchell Dickson and bankruptcy specialist Nicole Duhon demystify the bankruptcy process and help listeners understand who should consider this path.• Chapter 7 bankruptcy involves the liquidation of assets and is typically for those with lower incomes needing a fresh start• Chapter 13 creates a 3-5 year repayment plan allowing individuals to keep homes and vehicles while paying what they can afford• Most bankruptcies result from traumatic life events like divorce, death, medical issues, or disabilities – not financial irresponsibility• Making only minimum payments on credit cards for years or falling behind on mortgages/car payments are red flags that bankruptcy might be appropriate• The bankruptcy process typically involves three meetings with an attorney and one court appearance (now usually via Zoom)• After filing, the "automatic stay" immediately protects from creditor actions like garnishments, foreclosures, and repossessions• Bankruptcy doesn't mean losing everything – secured debts can be maintained if payments continue• Credit unions often close accounts of members who discharge debts through bankruptcy, especially if the institution suffers a loss• Recovery is possible – with responsible credit usage post-bankruptcy, financial healing can happen relatively quickly• Free consultations with bankruptcy attorneys provide confidential, personalized information with no obligation to fileIf you're considering bankruptcy, schedule a free consultation with a qualified bankruptcy attorney to receive professional advice tailored to your specific situation. Bankruptcy can be a financial reset rather than a financial death sentence.Have an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.

Curious how sports valuations reflect broader financial trends? On this episode of Money Matters, Wes Moss and Jeff Lloyd break down the rising value of NFL teams—including the Atlanta Falcons—contrasting economic trends, and tax changes that could shape your financial outlook. • Track skyrocketing NFL team valuations and discover insights into broader financial trends. • Contrast corporate America's strength with the rising jobless claims in the broader labor market. • Review recent market performance and identify which sectors beyond technology are driving growth. • Examine the new OBBA tax bill and what its provisions could mean for retirees and families. • Navigate long-term capital gains brackets while considering strategies like tax gain and tax loss harvesting. • Consider a real-world hypothetical illustrating the new senior deduction and its potential impact on planning decisions. • Weigh the limitations of artificial intelligence in tax forecasting and the ongoing value of working with a CPA. • Explore top-performing stocks over the past 30 years and reinforce the benefits of broad portfolio diversification. Stay informed and proactive about your financial future. Listen and subscribe to the Money Matters Podcast today to keep gaining perspective and knowledge for a more confident retirement.

In this episode, Pastor Scott Wade interviews Dr. Mark Lail, President of the Nazarene Foundation.  They discuss Christian Stewardship and the Church of the Nazarene Foundation, which is helping donors give to the causes they care deeply about.  Learn more at:  nazarenefoundation.org or email Dr. Mark Lail at:  mlail@nazarenefoundation.org.

Want to create a retirement your boss will envy? Design it. New group program starts on October 3rd. Six weeks to a new direction. Learn more __________________________ Most of us know about lifespan and healthspan—but have you thought about your joyspan?  Gerontologist Dr. Kerry Burnight is the author of  Joyspan: The Art and Science of Thriving in Life's Second Half. She shares her research and practical wisdom on how to extend not just the years of our lives, but the years we will truly enjoy living. Drawing from her “Joyspan Matrix” and decades of experience, Kerry, a nationally recognized advocate for positive aging, offers a fresh perspective and new thinking on thriving in later life for your consideration. We discuss: The importance of joyspan alongside lifespan and healthspan What she's learned from her longest running case study (her Mom) Lessons from her grandmothers' contrasting approaches to aging The four pillars of the Joyspan Matrix: Grow, Connect, Adapt, and Give Why connection is as vital as medicine How purpose can change our biology and well-being Practical ways to spark curiosity and joy through personal projects Kerry Burnight joins us from Southern California. ________________________ Bio Dr. Kerry Burnight, America's Gerontologist, is sparking a revolution to make older better. Fed up with the fear-driven, anti-aging hysteria, hundreds of thousands of people turn to “Dr. Kerry” for her practical, effective and uplifting approach to navigating longevity. Her approach to aging is based upon a profound truth: the key to good longevity isn't the length of your life, it's the quality of your life. Efforts to maximize lifespan and even healthspan don't address the whole picture. Longevity is meaningless if you don't like your life. Burnight introduces the critical concept, “joyspan,” based on the science of well-being, contentment, connection, meaning, growth, choice, and purpose. She earned her PhD in Gerontology at the University of Southern California. Dr. Burnight taught Geriatric Medicine and Gerontology for 18 years at the University of California, Irvine School of Medicine. She was an invited speaker to the U.S. White House at the Elder Justice Summit and at the U.S. Department of Justice. She has appeared on CBS News, NBC News, The Doctors, Money Matters, and The Dr. Phil Show. ___________________________ Joyspan: The Art and Science of Thriving in Life's Second Half Website On CBS Mornings with Gayle King and team (4 minutes) ____________________________ Podcast Conversations You May Like Thinking Better to Live Better – Dr. Woo-kyoung Ahn Ageism Unmasked – Dr. Tracey Gendron The Joy Choice – Dr. Michelle Segar ____________________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how the Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one — on your own terms. About Your Podcast Host Joe Casey is an executive coach who helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a 26-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Joe has earned Master's degrees from the University of Southern California in Gerontology (at age 60),...

On this week's Money Matters, Scott and Pat dive deep into the power of capitalism, why activist investors keep markets healthy, and what we can learn from China's struggles with electric vehicles and housing. Then listeners call in with real financial challenges—ranging from Roth conversions inside a 401(k), to balancing pre-tax vs. Roth contributions, to donor-advised funds for tax-smart charitable giving. You'll also hear practical guidance on managing too much cash in retirement accounts, navigating pensions vs. lump sums, and aligning financial decisions with your life goals. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Send us a text In this episode, we begin a discussion about a topic that everyone is affected by. We talk about money, how we should view it, how we should use it, and the biblical teaching concerning it. Jesus spoke of money matters in 42% of His parables, so it is an important thing to get right. We need money to survive and make it through life, but it is something that we cannot have a love for. If you want to get someone's attention, talk about money and you will have their ear. We encourage you to give us your ear today, so we can study the biblical response to Money Matters together.

Connect with God — on Abide, a Christian meditation app that provides a biblically grounded place to experience peace and progress in your relationship with Christ. Use this biblical meditation, narrated by Tyler Boss, to center yourself on the truth in God's word. Missing something? Meditate on Romans 8:32. Allow the music & nature sounds, deep breathing, prayer, and scripture help you connect with God in a new way. For a 30 day free trial of our premium ad-free content, your trusted friend for meditation is right here: https://abide.com/peace Discover more Christian podcasts at lifeaudio.com and inquire about advertising opportunities at lifeaudio.com/contact-us.

Discover the factors shaping productivity, markets, and the economy with Wes Moss and Connor Miller on the Money Matters Podcast. Stay informed and explore discussions about today's economic and financial landscape. • Hear how Labor Day connects to America's productivity trends and why cultural moments like football season and the Cracker Barrel logo can illustrate broader market sentiment. • Examine Nvidia's earnings and its growing role within the S&P 500. • Track revisions in U.S. GDP growth and what they could indicate about economic trends. • Explore how productivity continues to rise even as manufacturing employment shifts. • Reflect on technological advances once imagined by the Jetsons and how they relate to today's economy. • Review recent Federal Reserve actions, interest rate changes, and potential impacts on housing and first-time buyers. • Analyze corporate stock buybacks, for example by companies such as JP Morgan, Nvidia, Alphabet, and Apple, and consider distinctions between buybacks and dividends. • Compare historical stock and bond performance over 45 years, including long-term trends, income, and inflation considerations. • Observe how bonds contribute to portfolio stability and how diversification has historically enhanced resilience during market downturns. • Highlight trends in American manufacturing and how Midwest companies contribute to productivity trends. • Assess the expansion of ETFs, shifts from mutual funds, and what the variety of available funds suggests for investors. • Hear from Wes Moss, Connor Miller, and the Money Matters team about topics shaping markets and economic trends. Listen and subscribe to the Money Matters Podcast to hear discussions about markets, investing, the economy, and financial topics shaping today's world. Stay informed and stay engaged with the conversations that seek to provide perspective on today's economic landscape.

On this week's Money Matters, Scott and Pat explain how direct index investing can be used as a powerful tax strategy, helping you reduce liabilities while gaining more flexibility than traditional index funds. They also take listener calls on pension decisions, including whether to choose a lump sum or annuity, and how required minimum distributions factor into long-term planning. With real-world stories and clear guidance, Scott and Pat show why the right approach to tax planning and direct index investing can protect your retirement income and grow wealth for decades to come. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

PhoneBoy plays an excerpt from the recent State of Ransomware Q2 2025 session as well addressing a bunch of questions on Web Filtering!Web Filtering Best Practices August 2025Not showing last matched layer in logsApp Control/URLF Rules and ClassificationUnified Column-Based Rule MatchingBest Practices for Websites and ApplicationsProduct & Feature SuggestionsExternal RFE Ideas Portal (Pilot)

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad's story is proof that thinking like an entrepreneur can take you far in the fund world–and beyond. But can this mindset be learned and developed? Find out in today's episode. Plus, hear Chad's full backstory and learn: Why advisors who think like entrepreneurs stand out to high-net-worth clients The hidden benefit of his LinkedIn presence: how he's able to pass off sales meetings to his team almost entirely thanks to the strong trust he's built on social His tips and tricks for balancing entrepreneurship and family life  About Chad Willardson: Chad Willardson is the President and Founder of Platinum Elevated, an exclusive coaching program where he helps entrepreneurs enjoy increased lifestyle and financial freedom by removing their stress about money, increasing their cash flow, and freeing up a ton of their time.In 2011, Chad founded Pacific Capital, a family office specializing in wealth management for high-net-worth entrepreneurs. Chad's currently responsible for investing $1.5 billion dollars as a fiduciary. Before founding Pacific Capital, he spent nine years at Merrill Lynch, ranking in the top 2% of over 16,000 advisors nationwide. Chad is a 5X best-selling author and Co-Host of The Smart Money Parenting Show, a podcast ranking in at #2 Apple for Parenting, Kids & Family. He is a Certified Financial Fiduciary® and Accredited Wealth Manager who also writes for Entrepreneur and Forbes. Chad earned his degree in Economics from Brigham Young University.Want More Help With Storytelling? +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth:https://www.stacyhavener.com/subscribe   - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros.Join Havener Capital's exclusive membership ---Running a fund is hard enough.Ops shouldn't be.Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

Sadly I cannot respond directly to your text, so please Email me!Today we're diving into one of the most overlooked—but absolutely crucial—parts of any FLR dynamic: financial control. Who holds the money? Who decides how it gets spent? And how do we build structure around money without turning it into a battlefield?Spoiler alert: I hold the debit card. And it's not just about power—it's about respect, ritual, and responsibility.What I Talk About in This Episode:Why dominance isn't just in the play—it's in the practiceReal-life examples from our FLR money ritualsHow communication builds trust around financesWhat to do when your sub tops from the bottom (and how to recover)Weekly money check-ins as emotional regulation toolsChore-based point systems that build structure without infantilizingHow I reclaimed my power after years of being the “default manager”The deep emotional empowerment that comes from owning the finances“You don't have to be a CPA to run an FLR household. You just need trust, clarity, and the confidence to say, ‘This is what's best for us—and I'm deciding it.'”“We forget that holding the money is a kink for some of us. It's symbolic. It's ritual. And it's real fucking power.”Five Tips for Starting a Financial Control Dynamic:Start with a conversation, not a command. Ask, but be firm.Define clear categories. Needs, wants, fun, rituals.Set financial rituals. Weekly check-ins, allowance transfers, updates.Use symbolic tools. Apps, charts, envelopes, or even a ritual wallet.Reinforce with structure. Consistency is where confidence is built.Listener Invitation:Got rituals around money? Creative systems that work for your FLR?Tell me. I want to hear it all. Your ideas may inspire an upcoming episode (confidentiality always respected).KrystineKellogg@gmail.comDM me on socialsOr join Support the showHelp Support The Show? https://www.krystinekellogg.com/ Email Me! KrystineKellogg@Gmail.com Want to support the podcast and be involved with the behind-the-scenes, including voting on episode topics, as well as tiptoe with me into this whole "coaching" thing. Find my Patreon HERE! Keywords:domestic discipline, female led relationship dynamics, accountability, communication, people pleaser, personal growth, female led relationship challenges, discipline strategies, humor in relationships, shared growth, female led relationship advice, discipline and play, understanding in partnerships, personal anecdotes, physical touch, relationship rules, partnership growth, podcast insights, female-led relationships, submissive rewards, holiday appreciation, partner devotion, relationship dynamics,, control and appreciation, partner confidence, submissive devotion, unique dynamics, balance of control, partner nurturing, relationship empowerment, submissive strength.pegging, female-led relationship, kink, empowerment, dominance, submission, ass play, emotional connection, intimacy, power play, strap-on, control

On this week's Money Matters, Scott and Pat dig into market performance, tariffs, AI, interest rates, and long-term planning. At the heart of the episode are three essential topics: taxes, direct indexing, and concentrated stock diversification strategies. They help a young family balance life insurance with retirement savings, guide a retiree facing a heavy dividend tax bill, and show why smart planning matters at every stage. Along the way, they reveal how taxes can quietly erode wealth, why direct indexing creates new opportunities for tax-efficient investing, and how concentrated stock diversification strategies protect those holding too much company stock. Whether you're building wealth, preparing for retirement, or simply trying to minimize taxes, this episode blends practical advice with advanced insights to help you secure your financial future. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.  

Send us a textJoin us as we sit down with Founding Attorney, Lewis Landerholm, to discuss temporary orders that are available in an Oregon divorce to help provide financial support during the legal process.As a leading divorce firm in Portland, our attorneys provide guidance on custody, alimony, separation, estate planning, and more. Learn what to expect in Oregon and Washington divorce cases and how we can help.If you would like to speak with one of our attorneys, please call our office at (503) 227-0200, or visit our website at https://www.pacificcascadelegal.com.Disclaimer: Nothing in this communication is intended to provide legal advice nor does it constitute a client-attorney relationship, therefore you should not interpret the contents as such.

On this week's Money Matters, Scott and Pat answer real-life questions about retirement planning strategies that every pre-retiree should hear. One caller asks whether it's better to build a cash bridge or continue Roth IRA contributions ahead of retirement—prompting a thoughtful breakdown of retirement planning strategies around income gaps, Social Security timing, and tax-smart withdrawals. You'll also hear about the role Roth conversions can play between retirement and age 70, how pensions and spousal benefits factor into planning, and why detailed income modeling is key. Scott and Pat also touch on risks tied to high-yield municipal bonds and illiquid assets, offering a broader context for smart portfolio construction. If you're planning to retire in the next few years, this episode delivers essential, real-world retirement planning strategies that can help you retire with clarity and confidence. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.