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On this week's Money Matters, Scott and Pat explore the evolution of fixed income investing—from traditional bonds to the rapidly expanding world of private credit—and what it means for your portfolio. They also offer practical advice on weathering market volatility in retirement and share a powerful conversation with a listener who's rebuilding his financial life after 20 years of incarceration. It's a compelling mix of market insights, real-life challenges, and practical strategies 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.
Let's talk about the money lessons your kids aren't getting in school!
Money Matters Conference 2025 -John Obidi- May 24th, 2025 by Kingsword Ikeja
Money Matters Conference 2025 - Fireside chat john obidi - May 24th, 2025 by Kingsword Ikeja
Money Matters Conference 2025 - Dr. Olori Boye-Ajayi - May 24th, 2025 by Kingsword Ikeja
Money Matters Conference 2025 - Panel Session - May 24th, 2025 by Kingsword Ikeja
On this week's Money Matters, Scott and Pat examine the implications of new rules for 401(k) catch-up contributions and discuss whether they really benefit the average person. Plus, they help callers navigate the complexities of fixed index annuities and inherited IRAs and explain why understanding these financial products is crucial. Allworth advisor Laurie Ingwersen joins the show to explain how a Roth conversion strategy can lessen a big tax burden. Finally, Scott and Pat share real-life stories and offer insights into maximizing your retirement savings while steering clear of potential pitfalls. 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.
Over half of student loan payments are past due. Whether you have student loans or not, Chad P Wilson unpacks implications of this major financial adjustment in this episode of Money Matters. This episode was recorded on May 20, 2025 by President Chad P. Wilson of Foundation Bank.
If the Bible mentions money more than 2,000 times, why do many pastors find it challenging to preach about? If finances affect every person in the pew, with many struggling in some area of their finances, there is a significant need for discipleship around money and generosity in churches. What makes financial generosity a difficult spiritual discipline for many Christians? In this episode, Todd Unzicker sits down with Art Rainer, founder of Christian Money Solutions, to unpack why generosity should matter to Christians, what the Bible teaches about giving, and the resources available to N.C. Baptist partnering churches. Listen in as they explore the heart behind the “8 Money Milestones” curriculum, and learn more about how your church can benefit from a new partnership between N.C. Baptists and Christian Money Solutions.
Divorce isn't just emotionally draining—it's a complete financial reset. From supporting two households on the same income to rebuilding credit, the challenges are real. Check out the latest episode on navigating financial strain during divorce for practical solutions.Join our Signal Channel: https://shorturl.at/8yqTbJoin The Divorce Dadvocate Membership Community - FULL Episodes - Live Meetings – FREE Workshops & Courses – Private Discussion Groups & MORE! - https://thedivorceddadvocate.com/membership-tiers/How Are You Adjusting To Your Divorce? Find out in this quiz - http://www.thedivorceddadvocate.com/divorce-quiz.html*FREE Dads Guide To Divorce* How to survive and thrive during and after divorce: http://www.dadsguidetodivorce.comDon't suffer in silence! Get relief from the pain and confusion of your divorce and schedule your FREE, No Obligation Coaching Consultation - schedule a time directly into my schedule at www.TalkWithJude.com.Join other divorced dads who have experienced or are experiencing divorce in this FREE Divorced Dads Online Meetup Group - https://www.meetup.com/Divorced-Dads-Meetup-Group/Other Resources:The Divorced Dadvocate Website - http://www.TheDivorcedDadvocate.comThe Divorced Dadvocate YouTube Channel - https://www.youtube.com/watch?v=GeSwx-F8KK4&list=PLT4HyN5ishYJznK51205ESxGZ2d19YkBpThe Divorced Dadvocate Podcast - https://thedivorceddadvocate.buzzsprout.com/Divorced Dads Online Meetup Group - https://www.meetup.com/Divorced-Dads-Meetup-Group/The Divorced Dadvocate Facebook Group - https://www.facebook.com/thedivorceddadvocate/Music credit: Akira the DonSend us a text Support the show
Financial Planner Luke Smith joined 2CC Talking Canberra 1206AM in Money Matters, which aired live on Friday 19 May 2025. The topic for this week is: What is the difference between deductible and non deductible super contributions. Luke and Leon however start the show by talking about the principle of taxing unrealised capital gains which […]
On this week's Money Matters, Scott and Pat dive into one of the most overlooked decisions in estate planning - choosing the right trustee. They break it down with real-life stories that show just how much the wrong choice can stir up family drama or even land you in legal trouble. They also take live calls from listeners with real money questions - everything from keeping up with 401(k) contributions to making smart real estate moves. As always, Scott and Pat bring their no-nonsense advice to help people make confident, informed choices. And if market ups and downs have you on edge, they've got you covered there too. Hear their thoughts on how to stay steady during volatility, use tax loss harvesting to your advantage, and even turn charitable giving into a smart tax strategy. 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.
What if your kid's lemonade stand became a legit business? In this episode, we crack the “Education Matrix” code, turning allowances into assets, guiding kids to buy real estate, launch ventures, and master money without brewing entitlement. Get ready-to-use tools and stories to make you their first business coach. Key takeaways to listen for Why everyday financial topics in conversations are vital for kids How a simple visual can change kids' learning curve around money Mastering one specialized skill vs. being well-rounded The best financial lessons you can give your kids A way to give money a deeper purpose in a child's life Resources Education Matrix Connect with UsTo learn more about us, visit our website at www.18summers.com or email us at info@18summers.com. To get a copy of our book “The Family Board Meeting”, click here. Subscribe to 18 Summers Podcast and leave a rating and written review! Social Media Channels Facebook Group: 18 Summers LinkedIn: Jimmy Sheils Instagram: @18summerstribe
Welcome to the YOU CAN CALL ME “BOSSY” PODCAST! In this quick hit episode, I opened up about politics and personal values in a candid, unapologetic conversation. Inspired by a recent client discussion and the current state of the world, I share my thoughts on navigating political turmoil as a business owner, embracing privilege with awareness, and channeling energy into what we can control—especially when things feel overwhelming. This is a real talk about privilege, activism, and taking care of your own mental health so you can show up for your community. Whether you're feeling anxious about the political climate, unsure how to balance advocacy with your business, or simply looking for reassurance that it's okay to curate your own space, this episode is all about standing in your power, owning your values, and making a positive impact—your way. Key Takeaways: Distinction between being a political commentator vs. sharing personal convictions Navigating guilt related to privilege and using awareness for positive impact Balancing staying informed with avoiding overexposure to polarizing media Episode Resources: CLICK HERE to book a discovery call for LevelUp If you enjoyed this episode and are excited for more, please be sure to SUBSCRIBE and write a review to help build momentum and support the show (5-stars would be AWESOME!) _____________________________________________ JOIN US IN - THE CLUB - An annual membership where high-achieving women come together to unapologetically OWN THEIR “BOSSY” in order to rise to the top, make massive impact, and not burn out while doing it. Join TODAY to get access to all past workshop replays and past group coaching calls - always incredible takeaways and AHA moments from reviewing these sessions! Grab your spot in THE CLUB today by CLICKING HERE! _____________________________________________ LET'S FREAKING GO!GRAB THIS FREE DOWNLOAD: GRAB 100 FREE JOURNAL PROMPTS TO OWN YOUR BOSSY BY CLICKING HERE LET'S CONNECT: Follow me on Instagram, LinkedIn, TikTok, or join my STAND IN YOUR POWER FACEBOOK GROUP Grab a signed copy of my bestselling book STAND IN YOUR POWER HEREWatch my TEDx Talk “The Wisdom of Your Ancestors Should Be Ignored” HERE
In this episode of *Everyday Black Men* podcast, the crew breaks down the new Trump tax bill with Stylish kicking things off with confusion about how MAGA accounts would even work. White Collar Suge argues that while it benefits the wealthy, working-class folks won't see real change unless they own assets, not just jobs. Riker leans in with sarcasm, wondering if the new lick will be opening a business overseas, while the Black Libertarian opposes the bill as a loss for personal freedom and smaller government due to the attack on personal exemption taxes. The group later debates whether trickle-down economics is just cosplay for rich people playing economist by raising taxes on the poor. As always, the episode wraps up with strong opinions, sharp jokes, and just enough chaos to make you question your next paycheck.Become a supporter of this podcast: https://www.spreaker.com/podcast/everyday-black-men--2988631/support.
Shanta shares why she has been absent from the world of podcasting for a year. On this pod-snack she shares tips and tools to help navigate challenges that are beyond our control such as Loss of income, Mental Health issues with family, and her experience with Burnout. Shanta shares what you can expect in the future regarding the Podcast. It's been a while, get your snacks, and get ready to chill with Shanta as she takes you on a short journey of what has been happening over the past year. Be sure to subscribe to the show. Become a supporter of this podcast: https://www.spreaker.com/podcast/authentic-talks-2-0-with-shanta--4116672/support.
On this week's Money Matters, Scott and Pat break down April's market shifts, explaining how volatility impacted portfolios and why long-term strategies were crucial. Plus, they explore how investors can align their financial decisions with their personal values. Finally, Scott and Pat answer listener questions, covering topics like optimizing life insurance and strategies for converting retirement accounts to Roth IRAs. 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.
On this week's Friday Evening News Magazine CAL FIRE Unit Chief Brian Estes speaks to KVMR News Director Cláudio Mendonça about what Nevada County residents can expect as the temperatures begin to rise. KVMR News Correspondent Lydia Thomas talks to author Barbe Chambliss. The Mediator and psychotherapist will speak about women peacemakers at a League of Women Voters event in downtown Nevada City this Saturday. Money Matters host Marc Cuniberti returns with a brand new commentary on the polarizing subject of annuities. And to close it all out, an essay by Nevada City poet Molly Fisk in her ongoing Observations from a Working Poet series.
Student loan borrowers face significant changes as collection practices resume and the Department of Education faces potential dismantling by December 2026. Deborah Paul from the Louisiana Office of Student Financial Assistance explains what borrowers need to know about these changes and how to navigate them effectively.• Student loans are considered in default after 270 days without payment• Only 38% of student loans are currently being paid as agreed• Default consequences include wage garnishment (up to 15%), tax refund seizure, and credit damage• Collection activities resume May 5th with at least 30 days notice before garnishment begins• Borrowers can rehabilitate defaulted loans with 9 consecutive monthly payments• Income-driven repayment plans calculate payments based on what borrowers can afford• Deferment options exist for those returning to school, serving in military, or facing economic hardship• Forbearance provides temporary relief for short-term financial difficulties• The Department of Education dismantling would transfer functions to Treasury, HHS, and Justice departments• Check your loan status at studentaid.gov by accessing the National Student Loan Data System• Dual enrollment programs allow high school students to earn college credits, potentially graduating with associate degrees• Future changes may include eliminating PLUS loans, increasing Pell Grant requirements, and decreasing loan limitsContact Federal Student Aid at studentaid.gov to check your loan status and explore your options. Default can severely impact your financial future, so take action now before collection activities intensify.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.
Gwyn and Ode talk about the fact that everything is about to get more expensive.
How do you move money from one place to another? In this episode of Money Matters, Chad P. Wilson shares why your method could change in the not-so-distant future. This episode was recorded on May 6, 2025 by President Chad P. Wilson of Foundation Bank.
On this week's Money Matters, Scott and Pat explore the benefits of tax-loss harvesting during volatile markets. Then, they're joined by Simone Devenny, Head of Private Wealth Strategies at Allworth, to dive into key financial strategies for entrepreneurs and business owners, including tax optimization, estate planning, and succession strategies. Finally, they answer listener questions on topics like lump-sum payments, Direct Indexing, and how to manage tax-deferred savings. 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 textIn this episode, we're joined by financial expert Elaine King, the founder of Family and Money Matters™, with the mission of empowering the family's financial and human capital to achieve financial wellbeing. She has served as the Family's Financial Planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans. Elaine shares her inspiring journey from growing up in Peru amidst high inflation and terrorism to becoming a financial planner and advocate for financial literacy. She provides valuable tips on making money a positive force within families, focusing on effective money management and the importance of early financial education. She discusses the importance of teaching young kids how to invest and manage money, including how couples can work together to make smarter financial decisions for the whole family.If you're looking for practical tips on how families, including children and couples, can make informed financial decisions together, this episode is for you!0:00 Intro to Financial Literacy for Kids01:16 The Impact of Financial Education on Children03:59 Elaine's Background 05:03 Elaine's Personal Financial Journey09:25 Teaching Financial Literacy to Kids18:09 Challenges and Advice for Women in FinanceAre you ready to take the next step? Join our weekly Money Talks series every Thursday at 11am CT! Register for FREE to gain access to our weekly sessions where Purse Strings-approved professionals discuss various financial topics. Click here to register now and bring your questions!Got a unique financial story to share? Whether it's about crushing debt, building wealth, an unexpected windfall, or just a wild money moment, we want to hear it! Or are you a professional who helps women with money? If you're a financial coach, attorney, CPA, or work in any area that empowers women financially, we'd love to hear from you too! Your story could inspire our community of women. Fill out our intake form here!Connect with Elaine:Website LinkedInInstagramYoutubeFacebookConnect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey
What type of prepper are you? Allie Kelly, Economy reporter at Business Insider, joins Jon Hansen to talk about her latest story on recession preppers. Allie shares the three types of preppers and the financial reactions people are having to recession talks.
Join Tom and guest host Brendan Appel of the Sons of Speed for this year's Consumer Guide Best Buy episode of the Car Stuff Podcast. Tom and Brendan run down the list of 37 vehicles in 16 classes, each of which deserves a place on your new-car shopping list. If you are currently shopping for a new car, you need to listen to this episode. Following the Best Buy discussion, Brendan shared big news: The Sons of Speed and the folks from We are Motor Driven are teaming up to produce a podcast which begins airing next month. Brendan also shared details of a video he and fellow Sons of Speed contributor Paul Herrold produced from Ford's Off-Roadeo. Listen in!
On this week's Money Matters, Scott and Pat explore how political forces are swaying the markets, plus the growing role of AI in shaping financial decisions. Next, they mediate a financial disagreement between a couple wondering if they should move long-term assets into cash. Finally, they check back in with a listener who wanted to know if he and his wife could retire early enough to truly enjoy their golden years. Find out what Scott and Pat advised—and whether he followed through. 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.
Thrifting isn't just about stretching your budget – it's a legitimate way to generate extra income with minimal time investment. We explore how to turn other people's castoffs into your cash flow with experts Betty and Johnny Manella from the Fellowship Center.• Developing an eye for valuable items – look for quality materials, weight, and craftsmanship• Starting with items already in your home – if you bought it once, someone else probably wants it• Using Google Lens to quickly identify potential treasures and determine market values• Finding niche markets like vintage clothing or specialty collectibles• Creating effective eBay listings with detailed photos and descriptions• Recognizing authentic designer items versus counterfeits• Moving inventory quickly by setting competitive prices rather than holding out for maximum profit• Success stories including a $2 teapot that sold for over $250• Unexpected sources for resellable items – from grandparents' attics to neighborhood curbsidesIf you're ready to make income from thrifting, start small and experiment. Begin with items around your house, research prices first, and use tools like Google Lens to help set the right price. You can definitely make income from doing it – drop us a line if this episode helps you get into the market!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.
Have you ever felt like no matter how hard you work or how much you earn, money still feels heavy? Like it's always just out of reach—or worse, a problem instead of a solution? If you've ever avoided checking your bank account or felt guilty about charging what you're worth, you're not alone. Today, we're talking about something real and personal—your relationship with money. Because money isn't just about dollars and cents—it's deeply emotional, and for many women solopreneurs, it's tangled up with shame, fear, and old stories we never even realized we were carrying. This episode might just be the mindset shift you didn't know you needed. Here's the link to this episode on Sandra's website if you'd like to check it out: https://sandrasmith.com/podcast-episode/your-relationship-with-money-matters.
Money often causes tension in relationships, but it doesn't have to. Nate and Bethany Smith share their expertise on creating financial harmony through better communication, understanding each other's money stories, and developing shared goals.• Understanding your partner's "money story" helps build empathy and reduces financial conflict• Creating a "spending and savings plan" feels more empowering than a restrictive budget• Pay yourself first by prioritizing savings before other expenses• Rule of 72 shows how your money doubles (divide 72 by your interest rate)• Teaching kids early money habits and the time value of money sets them up for success• Changing your environment (walks, weekend getaways) creates better financial conversations• Awareness of where money goes and having a plan prevents financial stress• Having a vision for your future makes daily money decisions easier• Understanding the psychology behind money decisions is as important as the mathContact Nate and Bethany at @yourcashflowcouple on Instagram or visit howmoneyworks.com/NateSmith or howmoneyworks.com/BethanySmith to book a free consultation.Send us a text
Got a big purchase ahead and don't know how to go about making a decision? Chad P. Wilson has some tips for you in this episode of Money Matters. This episode was recorded on April 22, 2025 by President Chad P. Wilson of Foundation Bank.
Welcome to this week's episode of The Power Lounge. In today's conversation, Amy Vaughan engages with Khara Croswaite Brindle, a financial therapist transforming our understanding of money through the lens of the Enneagram. Khara brings her expertise in psychology and finance to uncover how our personality types shape our financial habits. Throughout the discussion, Khara shares strategies for moving from scarcity to abundance, explores the impact of financial trauma, and offers actionable insights for anyone aiming to enhance their financial mindset. Whether you're well-versed in the Enneagram or exploring it for the first time, this episode provides valuable perspectives to help you rethink and manage your finances effectively.Khara Croswaite Brindle, MA, LPC, ACS, CFT, is a licensed mental health and financial therapist based in Colorado. As a TEDx Speaker, author, and consultant, Khara specializes in assisting therapists and financial professionals in transforming challenges into opportunities through her consultations, courses, and supervision. Originally from the Pacific Northwest, she draws inspiration from outdoor walks and time spent near water. Outside of her professional endeavors, Khara enjoys spending quality time with her daughter, reading, and savoring gluten-free desserts with her family.Chapters:00:00 - Introductuion02:20 - Revolutionizing Financial Mindsets05:38 - "Exploring Financial Therapy Benefits"06:42 - Financial Therapy: Merging Money and Mental Health09:50 - Enneagram Nines' Financial Growth12:30 - Understanding Enneagram for Better Relationships18:27 - Money Scripts and Avoidance Beliefs22:08 - Enneagram's Impact on Behavior Patterns24:38 - Noble Poverty and Wealth Perception26:46 - Balancing Workplace Help and Boundaries30:55 - Stay Steady with Healthy Distractions32:15 - Mind-Body Connection in Therapy36:28 - "Overcoming Avoidance: Microdosing Exposure"41:21 - Choosing a Financial Therapist44:36 - Therapists: Creative Achievers and Money Views47:51 - Encouraging Self-Spending Conflict50:09 - "Aligning Spending with Joy"52:21 - Defining "Enough" for Entrepreneurs55:09 - "Disha Dyer: From College to White House"56:20 - OutroQuotes:"Align with your Enneagram type to shift from scarcity to abundance."- Khara Croswaite Brindle"Use your Enneagram type to transform your relationship with money."- Amy VaughanKey Takeaways:Introduction to EnneagramDebunking Financial TherapyUnique Money ScriptsRelational DynamicsCombat Noble PovertyFinancial Harmony and JoyEmbrace Financial TherapyCall to Action:Interested in exploring more about financial therapy or connecting with certified financial therapists, visit the Financial Therapy Association website and check out their directory athttps://financialtherapyassociation.org .Discover more about your Enneagram type, visithttps://www.truity.com or thehttps://www.enneagraminstitute.com for assessments.Connect with Khara Croswaite BrindleLinkedIn: https://www.linkedin.com/in/kharacroswaite/Website:https://croswaitecounselingpllc.com/Connect with the host Amy Vaughan:LinkedIn: http://linkedin.com/in/amypvaughanPodcast: https://www.togetherindigital.com/podcast/Learn more about Together Digital and consider joining the movement by visSupport the show
On this week's Money Matters, Scott and Pat take a deep dive into special purpose acquisition companies (SPACs) - exploring their meteoric rise, sharp decline, and the potential risks and rewards for investors. Plus, they field questions from listeners about pension decisions, lump sum options, and how to adapt investment strategies to today's market conditions. Finally, they emphasize the value of personalized financial planning, covering key topics like tax strategies and Roth conversions to help secure your long-term retirement 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.
We're diving into one of the most challenging yet crucial aspects of any relationship, managing money. If you are sharing finances with someone, financial struggles are bound to come up at some point. Money touches almost every part of our lives. And when couples aren't on the same page about how to manage it, stress can quickly build.
Are you struggling to get your team to perform at its best? Are you unsure about how to unlock the potential of each individual? This week's guest says the key is inclusive leadership.Meet Kelli Lester. Kelli is co-founder and partner of Onyx Rising, a change management consulting firm specializing in individual, team, and organizational behavior transformation. Her “occupassion” lies in fostering environments where inclusive leadership thrives, leveraging over two decades of experience to drive meaningful progress.In this week's episode, Kelli and I explore what inclusive leadership really looks like, the traits that define it, and the role leaders play in making everyone feel seen, heard, and valued.Kelli also illustrates how inclusion isn't just about people—it's about ideas and perspectives, too. Plus, in the extended episode available to Podcast+ members, she dives deeper into five other inclusive leadership traits and shares how to navigate style differences without friction.Join the conversation now!Get FREE mini-episode guides with the big idea from the week's episode delivered to your inbox when you subscribe to my weekly email.Conversation Topics(00:00) Introduction(02:13) What is inclusive leadership?(06:18) Inclusive leadership begins with self-awareness(08:49) What an inclusive workplace really looks like(14:04) Inclusion goes beyond people—it's about ideas, too(19:35) Why inclusive leadership matters(23:13) A real-life story of inclusion at work(27:53) A great manager Kelli has worked for(30:17) Keep up with Kelli(30:43) [Extended Episode Only] Other inclusive leadership traits that every manager can embody(37:34) [Extended Episode Only] Navigating style differences without frictionAdditional Resources:- Get the extended episode by joining The Modern Manager Podcast+ Community for just $15 per month- Read the full transcript here- Follow me on Instagram here - Visit my website for more here- Upskill your team here- Subscribe to my YouTube Channel here Keep up with Kelli Lester- Follow Kelli on LinkedIn here- Achieve financial empowerment with Onyx Rising's Money Matters here- Visit Onyx Rising for more information hereFREE Inclusive Leadership Traits AssessmentKelli is providing members of Podcast+ her Inclusive Leadership Traits Assessment. The PDF includes an overview of inclusive leadership traits and a self-assessment to help you identify areas for improvement.To get this bonus and many other member benefits, become a member of The Modern Manager Podcast+ Community.---------------------The Modern Manager is a leadership podcast for rockstar managers who want to create a working environment where people thrive, and great work gets done.Follow The Modern Manager on your favorite podcast platform so you won't miss an episode!
On this week's Money Matters, Scott and Victoria Bogner, Allworth's Head of Wealth Planning, break down the current market volatility and its implications for investors. They explore the rise of algorithmic trading, the unpredictability of today's markets, and how to maintain a long-term investment strategy when short-term turbulence strikes. Victoria shares actionable insights on seizing opportunities during downturns, like Roth conversions and tax-loss harvesting as smart tactics for proactive investors. Scott and Victoria also unpack what's happening in bonds and equities, why buffered ETFs matter right now, and how political and technological forces are shaping the economic landscape. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs 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.
What if more money wasn't the end goal—but the beginning of your bigger purpose? In this episode of the Money Matters Podcast, host Christopher Hensley sits down with Derrick Kinney, Wall Street Journal and USA Today bestselling author of Good Money Revolution and host of the Good Money Podcast. Derrick shares why traditional money advice is broken—and how you can rewrite your money story, ditch guilt, and build wealth with purpose. From asking for a raise to redefining what it means to be successful, this conversation is packed with practical tools and inspiring stories.
What if your giving could be both spiritually fulfilling and financially strategic? In this episode, we will explore how to live generously through donor-advised funds, real estate donations, anonymous gifts, and multi-generational planning—all while keeping the heart of stewardship at the center. They challenge the idea that generosity is only about money and show how it can be a lifestyle rooted in purpose. Whether you're a seasoned giver or just getting started, this episode will shift how you think about wealth, impact, and legacy. Listen in to discover smarter ways to give and why it matters now more than ever. Key Takeaways To Listen ForThe difference between charitable giving and charitable livingA simple way to check if your giving is from the heartWhy true generosity isn't about hitting a number, it's about fulfilling a callingHow to give and receive up to 100% back in your stateWhy the best time to create a giving plan is July, not December Resources Mentioned In This EpisodeThriventHome Sweet HomeAbout Adam HautlyAdam Hautly's passion for finance started early at just eight years old, he was captivated by interest rate tables and knew numbers would play a major role in his future. After serving as CFO in his family's fourth-generation cheese distribution business, he transitioned into financial services to help others find clarity, confidence, and purpose in their financial lives. Now with Thrivent, Adam takes a holistic planning approach, partnering with clients and their advisors to align every piece of the financial puzzle—from investments to legacy giving. He's especially passionate about weaving generosity into financial strategies through tools like donor-advised funds and multi-generational charitable planning. At home, Adam is a devoted husband, proud father of two, and happiest when he's cooking for friends and family in his St. Louis kitchen—or relaxing at Table Rock Lake with loved ones. Connect with AdamWebsite: ThriventEmail: adam.hautly@thrivent.comConnect With UsMaster your context with real results leadership training!To learn more, visit our website at www.greatsummit.com.For tax, bookkeeping, or accounting help, contact Dr. Nate's team at www.theincometaxcenter.com or send an email to info@theincometaxcenter.com.Follow Dr. Nate on His Social MediaLinkedIn: Nate Salah, Ph.DInstagram: @natesalah Facebook: Nate SalahTikTok: @drnatesalahClubhouse: @natesalah
Ready to unlock the secrets of managing money during your travels in the UK? This episode is packed with essential insights for navigating cash, credit, and debit card payments efficiently. We start by diving into the intricate world of British currency, outlining the different denominations of the pound sterling and the importance of understanding its nuances - especially when it comes to recognising banknotes from different regions like Scotland and Northern Ireland.You'll hear about the practicalities of using cash versus cards, highlighting the pros and cons of each method. Many visitors wonder whether cash is still relevant amidst the rise of cashless transactions, and we explore that dilemma while providing practical tips on when to use each form of payment. We also shed light on the best practices for using cards in the UK, emphasising the necessity of choosing sterling over your home currency to avoid hefty fees and ensuring you're primed for seamless transactions. Whether you're a first-time visitor or a seasoned traveller, this episode offers valuable tips to enhance your travel experience, from where to withdraw cash safely to strategies for avoiding unwanted charges. Our engaging narratives aim to make your trip financially satisfying and tension-free. Join us as we unravel these money management tips and ensure your visit to the UK is unforgettable. Don't forget to subscribe and share your thoughts! Happy UK travel planning!
On this week's Money Matters, Scott and Pat address concerns about the impact of tariffs on the stock market and offer advice on staying calm. Then, Allworth advisor Mark Shone joins the show to discuss strategies for investors with too much money concentrated in one or a few stocks. Finally, a Georgia sheriff finds out whether he'll have enough money to hang up his badge and retire at 58. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs 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.
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3094: Wanderer shares powerful insights from Chautauqua UK, revealing how financial healing starts with self-forgiveness. When we release the shame of past money mistakes, we unlock the clarity and creativity needed to move forward and take control of our financial future. Read along with the original article(s) here: https://www.millennial-revolution.com/build/why-you-have-to-forgive-yourself/ Quotes to ponder: "Let's pretend that whoever screwed up in the past was a different person, and that person's gone now." "The only thing that matters is what you do starting now." Episode references: Camp FI: https://campfi.org EconoMe Conference: https://www.economeconference.com Learn more about your ad choices. Visit megaphone.fm/adchoices
On this week's Money Matters, Scott and Pat provide valuable advice for those dealing with unexpected inheritances, including strategies for managing and investing these funds wisely while balancing personal enjoyment and future planning. They also delve into the complexities of Required Minimum Distributions (RMDs) and the importance of considering Roth conversions to optimize tax outcomes. Finally, they emphasize the importance of dynamic financial planning, using case studies to illustrate how even small adjustments can significantly impact one's financial future. Join Money Matters: Get your most pressing financial questions answered by Allworth's CEOs 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.