Podcasts about money matters

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Best podcasts about money matters

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Latest podcast episodes about money matters

Allworth Financial's Money Matters
Managing Millions: Helping Your Kids Financially and Using Charitable Trusts to Boost Retirement

Allworth Financial's Money Matters

Play Episode Listen Later Nov 15, 2025 41:43


On this week's Money Matters, Scott and Pat take a call from a listener sitting on a $9 million nest egg—$4.5 million in a taxable account, $3 million in Roth, and $1.6 million in a traditional IRA. He doesn't need more growth, he's not worried about his own retirement, and now he's asking: Should we start helping the kids financially now, or wait? The twist? His kids don't want the money—and he doesn't want to mess up their independence. It's a real-world conversation about smart gifting, capital gains strategy, and how to share your wealth without regret. Then, a 62-year-old federal employee calls in with over $1 million in her federal retirement account, a pension on the way, and rental income—but she's also stuck with a 7% mortgage on one of her properties. Scott and Pat explore whether she should draw from her savings, start Social Security, or consider a charitable remainder trust to maximize income and minimize taxes. 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.

The Lawyer's Edge
Ryan Kimler | Money Matters: What Every Lawyer Should Know About Law Firm Profitability

The Lawyer's Edge

Play Episode Listen Later Nov 11, 2025 37:23


Ryan Kimler is the founder of Net Profit CFO and host of the Net Profit Podcast. He and his team help law firm owners understand their numbers, make better business decisions, and build more profitable and sustainable practices by using accounting and finance to give firm leaders clear information they can act on, so their businesses stay financially healthy and have the resources to grow. WHAT'S COVERED IN THIS EPISODE ABOUT LAW FIRM PROFITABILITY Law school teaches lawyers how to practice law, not how a law firm makes money. Many attorneys work hard, bill hours, build relationships, and still don't really know how the business side works. The truth is, partners and firm leaders usually want younger lawyers to understand this—they just don't always talk about it unless someone asks. When you understand how the money moves through a firm, everything gets clearer. You can see what makes a matter profitable, what slows things down, and how your work contributes to the bigger picture. It also gives you insight into the decisions that drive compensation and advancement. In this episode of The Lawyer's Edge, Elise talks with fractional CFO Ryan Kimler about the business of law and why every lawyer should understand it. They break down how law firms actually make profit, why busy doesn't always mean profitable, how pricing and staffing decisions affect results, and how lawyers at every level can use financial information to make smarter choices about their careers. 2:18 – Why good legal work doesn't automatically translate into compensation 4:12 – The silent profit killers: time leakage, realization, and collection rates 8:26 – Two lawyers bill the same hours. One generates more profit 12:13 – Lawyers get promoted into leadership without ever learning the business of law 15:02 – Why firm leaders are relieved when associates ask how the business works 18:16 – What financially healthy firms track that struggling firms ignore 21:17 – Lawyers lose money doing their own admin work instead of delegating 27:21 – A simple way to know when it is time to hire help 30:39 – The pricing mistake that leaves money on the table at many firms 35:20 – Ryan's biggest advice for lawyers who want to earn more MENTIONED IN MONEY MATTERS: WHAT EVERY LAWYER SHOULD KNOW ABOUT LAW FIRM PROFITABILITY Net Profit CFO | LinkedIn Ryan Kimler on LinkedIn The Net Profit Podcast Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.

Money Matters With Wes Moss
Getting to a Trillion: Elon Musk, Turkey Prices, Retirement Planning, and Investing Insights from the Money Matters Podcast

Money Matters With Wes Moss

Play Episode Listen Later Nov 11, 2025 32:24


In this Money Matters Podcast episode, hosts Wes Moss and Jeff Lloyd provide research-backed insights on current market trends, retirement planning, and savings strategies, helping listeners evaluate financial information and consider potential options within a structured, risk-aware framework. • Review Elon Musk's Tesla compensation plan, why it might increase his chances of becoming a trillionaire, and the performance milestones associated with corporate targets, without implying expected outcomes. • Learn why turkey prices have risen 75% this Thanksgiving, including regional production and supply factors that may influence retail prices. • Examine what the Q ratio indicates about historical market valuations and how it can sometimes provide context for long-term investment planning. • Explore historical patterns showing that the S&P 500 has often experienced stronger returns from November through April, while noting that past performance does not guarantee future results. • Understand how market concentration, with the top 10 S&P 500 companies representing nearly 40% of the index, may affect diversification considerations in a portfolio. • Consider how Federal Reserve rate adjustments near market highs have historically influenced market behavior, though individual results may vary. • Assess retirement savings milestones, including 401(k) accumulation targets and suggested contribution guidelines, to support disciplined long-term planning. • Reference practical financial rules of thumb that can help structure savings and investment decisions while remaining adaptable to individual circumstances. • Reinforce the value of consistent, long-term investing as one approach among many to support personal financial objectives. Gain thoughtful, research-informed perspectives to help frame your financial decisions. Listen and subscribe to the Money Matters Podcast in the search for reliable, educational discussions that encourage careful consideration of your financial journey.

Saltbox Church Podcast
Why Does Money Matter? | Pastor Michael Mattis

Saltbox Church Podcast

Play Episode Listen Later Nov 10, 2025 37:38


Welcome to the Saltbox Church Podcast. We desire to lead people to become fully surrendered disciples of Jesus. On our channel, you'll learn how to read and understand the truths of the Bible from Pastor Michael Mattis and other members of our teaching team. You can expect to walk away with a deeper understanding of the things of God, but challenged to live a surrendered life. We cover topics such as the will of God, mental health, women in leadership, Christianity vs. other faith traditions and many other in-depth studies of scripture. -------------------------------- Scripture & Literature References: Luke 6:17-26, Matthew 6:19-21, & Luke 12:34 -------------------------------- CONNECT: Small Group Questions ► https://drive.google.com/file/d/1UOLBiaRDZvDPYmb36kZgID6tA_FlfpVw/view?usp=sharing LinkTree ► https://linktr.ee/saltboxchurch Website ► http://www.SaltboxChurch.com Podcast ► https://podcasts.apple.com/us/podcast... Instagram ► https://www.instagram.com/saltboxchurch/ Facebook ► https://www.facebook.com/saltboxchurch/ Yellow Truck Coffee Co. ► https://www.yellowtruckcoffeeco.com/ --------------------------------

Learn Polish Podcast
#537 Money Matters: Planning, Saving and Spending — Learn Polish Podcast

Learn Polish Podcast

Play Episode Listen Later Nov 9, 2025 22:37 Transcription Available


Welcome to Learn Polish Podcast, episode 537. Hosts Ania and Roy discuss attitudes toward money, budgeting, saving, impulse buying versus planning, cash versus cards, investing, and how money can affect people. They share personal stories about first purchases, family lessons, teaching children financial responsibility, and practical tips for monthly planning and using cards wisely. Find other episodes on learnpolishpodcast.com or on YouTube, Rumble and Spotify. Lessons are available in Polish and Spanish; links and a QR code are in the show notes, along with information about the Brain Fitness and Podfather school groups.   I have just launched my PodFather Podcast Coach Community https://www.skool.com/podfather/about   Start your own SKOOl Academy https://www.skool.com/signup?ref=c72a37fe832f49c584d7984db9e54b71   All about Roy / Brain Gym & Virtual Assistants at ⁠https://roycoughlan.com/⁠    Do you want to unlock your potential? https://www.skool.com/brainfitness/about  

Atmosphere Church Podcast
Unlocking Generosity | Money Matters | Part 1

Atmosphere Church Podcast

Play Episode Listen Later Nov 9, 2025 53:26


In this economy, money matters more than ever. Money also matters in the Bible. The Bible features hundreds of verses that speak directly about money and wealth. Many of these verses come from Jesus himself. In this series, we will explore parables from Jesus about money and learn a Kingdom perspective on wealth, generosity, and what it looks like to be rich toward God.•NEXT STEPS- Have you made a decision to follow Jesus? You may be wondering what's next on your journey. We want to help! Let us guide you to your next steps in your walk with Christ: https://atmosphere.church/new-to-faith•JOIN A LIFE GROUP- Find the community you've been looking for. Discover the prayer warriors waiting to stand with you. If you're interested in joining or starting a Life Group, visit https://atmosphere.church/life-groups•ABOUT ATMOSPHERE.CHURCH- Wherever you are in life, you have a purpose. Atmosphere.Church wants to help you find your next step. Our hope is that your journey will include joining us in-person at our location in Thousand Oaks, California or globally online at https://atmosphere.church/watch•For the best experience connecting with us, download the Atmosphere.Church app at https://qrco.de/atmosphere-ca

LIFE
Money Matters: Foundations Form Futures • Ps Luke de Jong • LIFE Central

LIFE

Play Episode Listen Later Nov 9, 2025 41:42


Listen to a powerful message of hope from Ps Luke de Jong (Senior Leader) as he finishes our 'Money Matters' series.To find out more about LIFE, visit us at lifenz.org

LIFE AU
Money Matters Pt1 • Ps Craig Clark • 9 Novemver 2025

LIFE AU

Play Episode Listen Later Nov 9, 2025 54:24


New to LIFE? lifeau.org/connect- Need Prayer? lifeau.org/prayer-request- Made a Decision for Jesus? lifeau.org/connect- To find out more about LIFE, visit lifeau.orgFollow us on social mediaFacebook: facebook.com/lifemelbsInstagram: instagram.com/lifemelbs

Allworth Financial's Money Matters
The Magnificent Seven's Market Risk, Early Retirement Planning, Roth vs. 401(k), and Portfolio Strategy

Allworth Financial's Money Matters

Play Episode Listen Later Nov 8, 2025 56:32


On this week's Money Matters, Scott and Pat open the show with a look at the Magnificent Seven stocks. Is this tech dominance a warning sign or just the new market normal? They unpack what this concentration means for index investors and why historical perspective matters. Next, they take a call from a 56-year-old tech professional navigating a surprise layoff and considering early retirement. With over $2M in assets and plans to relocate, they walk through whether he can afford to stop working—or if some part-time income is essential. It's a timely breakdown of early retirement math, real estate moves, and RSU liquidation strategy. The episode wraps with two strong planning discussions: a state employee navigating Roth vs. traditional 401(k)/457 contributions, and a retiree using a "bucket strategy" who wants feedback on portfolio structure. Scott and Pat debate risk tolerance, rebalancing, and why flexibility is key in retirement income planning. If you're exploring early retirement, weighing Roth contributions, or fine-tuning your investment drawdown plan—this episode is packed with actionable insights. 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.

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
Money Matters Episode 337 – They Didn't Start with AI | Valarie Vest & Sean Van Moorleghem on Culture, Capacity & Digital Associates

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

Play Episode Listen Later Nov 7, 2025 31:17


They Didn't Start with AI. They Started with People. That might sound simple—but in today's rush to automate, scale, and "transform," it's anything but. Cambridge Investment Research, Inc. took a different path. No pink slips. No blown-up workflows. No hollow promises about innovation. Just a clear goal: reduce the time it takes to open an account from 20 minutes to seconds—without losing the quality, trust, or people that made the process work in the first place. In this episode of Money Matters, I sit down with:

The Nonprofit Bookkeeper
Financial Accountability and Legacy: Leaving the Charity Stronger Than You Found It (Money Matters for Boards)

The Nonprofit Bookkeeper

Play Episode Listen Later Nov 7, 2025 10:39


Grab your copy of my book Charity Finance from A - ZCheck out ExpensePlus and sign up for a month's free trial and 10% off your first year's subscription, using my referral link http://expenseplus.co.uk/r/AI-BANCIn this final episode of our special Trustees Week series, Aishat wraps up the week by exploring what financial stewardship truly means - legacy. It's not just about clean audits or balanced budgets. It's about leaving behind clarity, transparency, and systems that make sense long after you've stepped down.Aishat explains how accountability is really about trust, not ticking boxes — and why culture, not compliance, is what keeps charities strong. You'll learn what practical habits build lasting financial confidence and how to ensure your charity remains financially resilient, year after year.KEY TAKEAWAYAccountability equals trust. It's about stewardship, not scrutiny.Legacy equals clarity. Leave behind systems and understanding, not just spreadsheets.Culture matters.Good governance is a rhythm built through small, consistent habits.BEST MOMENTS“Legacy isn't just what you built — it's what continues to make sense after you're gone.”“You can have perfect policies and still fail if the culture is ‘don't ask.'”“Confident boards build stronger charities.”ABOUT YOUR HOSTAishat operates her own bookkeeping and accounting services practice –BAnC Services – which focuses primarily on serving non-profits. Before founding her practice, she dedicated over two decades to the non-profit sector.With her podcast, Aishat shares practical insights and expertise to streamline financial management for non-profits, while also shining a light on the often unseen and unheard efforts that uphold the delivery of a non-profit's mission.She is the author of Charity Finance from A to Z“ – a practical guide designed to demystify finance for those working in the charity sector.Beyond her professional endeavours with non-profits, Aishat is deeply committed to supporting single mothers in navigating financial challenges and champions financial literacy among young Black adults. She thrives in conversations about money, empowerment, and purposeful work.Work with Aishat: www.bancservices.co.ukCONNECTInstagramTikTok

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: Fed comments on rates; Asian equities track Wall Street losses; Tesla CEO Elon Musk's US$878B pay plan; US reportedly blocking Nvidia's sale of scaled-down AI chips to China; China's exports unexpectedly slumped in October; OCBC's Q3 earn

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Nov 7, 2025 14:02


Singapore shares dipped today as Asian markets traded lower. The Straits Times Index was down 0.11% at 4,480.03 points at 1.42pm Singapore time, with a value turnover of S$1.21B seen in the broader market. In terms of counters to watch, we have OCBC. The lender had reported a flat third-quarter net profit of S$1.98 billion today, beating a S$1.79 billion consensus forecast in a Bloomberg survey of five analysts. Elsewhere from how shares of Singtel surged on the back of the sale of shares in Bharti Airtel, to how China’s exports unexpectedly slumped in October – more corporate and international headlines remained in focus. Also on deck – what comments from Federal Reserve officials on inflation mean for markets. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Benjamin Goh, Head of Research and Investor Education, SIAS.See omnystudio.com/listener for privacy information.

The Nonprofit Bookkeeper
Restricted, Unrestricted and Reserves: What Trustees Need to Get Right (Money Matters for Boards)

The Nonprofit Bookkeeper

Play Episode Listen Later Nov 6, 2025 11:25


MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Under the Radar: (SPECIALS) How far is Asia a bright spot for H&M as US tariffs bite, and what's next for the firm? H&M's President for East Asia & Greater China weighs in on the matter.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Nov 6, 2025 28:07


Fashion is an art, but it is also big business. And our guest for today H&M Group has proven that the two can coexist at scale. Since opening its first store nearly eight decades ago in 1947, the Swedish fashion giant has evolved to a network of over 4,000 stores across 79 markets, with online sales available in 60 markets. The company prides itself on a simple promise: making great and sustainable designs available to everyone. Fast forward to 2025, and H&M is seeing strong momentum. In September, the firm reported a bigger than expected rise in third-quarter profit. Operating profit from June to August came in at 4.91 billion Swedish crowns (or about US$523 million). That’s up from the 3.51 billion seen a year ago, and well above the 3.68 billion crowns forecasted by analysts in an LSEG poll. The numbers come as CEO Daniel Erver embarked on an overhaul of the brand to improve profitability through trendier collections, tighter cost controls and a refreshed marketing strategy. But even as H&M celebrates its early success, the broader business environment is shifting. US tariffs are weighing on imports to and consumption within the US – the retailer’s second largest market after Germany. So how far would that make Asia a bright spot for growth for H&M, and how does H&M intend to compete with other big name players such as Inditex’s Zara, Fast Retailing’s Uniqlo and even e-commerce first players like Shein and Temu? And perhaps more importantly – which Asian markets hold the greatest promise for the next chapter of H&M’s growth given China’s uneven economic recovery? On Under the Radar, Money Matters’ finance presenter Chua Tian Tian posed these questions to Saed El-Achkar, President H&M East Asia & Greater China.See omnystudio.com/listener for privacy information.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: US ADP private payrolls jumped far more than expected; Majority of US Supreme Court justices queried Trump's ability to impose his tariffs; Asia claws back some of yesterday's hefty losses; DBS and UOB's earnings in focus; Coliwoo's first

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Nov 6, 2025 15:39


Singapore shares moved higher today, tracking gains seen in the region. The Straits Times Index was up 1.4% at 4,478.76 points at 2.02pm Singapore time, with a value turnover of S$1.75B seen in the broader market. In terms of counters to watch, we have DBS. The Singapore lender posted today a net profit for the third quarter ended Sep 30, 2025, that declined 2 per cent to S$2.95 billion, compared with S$3.03 billion in the same year-ago period. Elsewhere, from what a jump in US private payrolls and scepticism over the legality of US President Donald Trump’s sweeping tariffs mean for investors, to how shares of Chinese self-driving startups Pony.AI and WeRide tumbled on their Hong Kong debuts, more international and corporate 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.

The Nonprofit Bookkeeper
Budgets That Tell the Right Story: Shaping the Numbers Behind Your Mission (Money Matters for Boards)

The Nonprofit Bookkeeper

Play Episode Listen Later Nov 5, 2025 10:29


Money Matters
From Wills To Wishes: A Practical Guide To Estate Planning

Money Matters

Play Episode Listen Later Nov 5, 2025 16:44 Transcription Available


We strip estate planning down to what matters: simple documents that protect your wishes and spare your family from conflict. Jason Knapps joins us to bust myths, map decisions by life stage, and lay out a clear starting checklist and next steps.• what estate planning covers beyond assets• essential documents: will, financial and medical powers, directives• keeping beneficiaries aligned with current wishes• review cadence and triggers after life events• common myths: not rich, too young, the state will handle it• planning without children and charitable giving• life stage priorities from 20s to 50s and beyond• how to start: inventory, trusted people, advisor, attorney• online forms versus professional customization• real outcomes: family conflict versus smooth transitions• contact details for expert guidanceSubscribe to the Money Matters Podcast, and visit neighborsfcu.org slash financial wellness for more tools to help you build a strong financial futureHave 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.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: Selloff in Asia on stretched tech valuations, South Korea down as much as 6.2%, Tokyo's stock index tumbles 4.5%; China confirms suspension of 24% tariff on US goods, retains 10% levy; Chinese Premier Li Qiang says China's economy is expect

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Nov 5, 2025 13:52


Singapore shares dipped today to track declines seen in the region. The Straits Times Index was down 0.33% at 4,408.27 points at 1.49pm Singapore time, with a value turnover of S$1.33B seen in the broader market. In terms of counters to watch, we have SIA Engineering, after the company posted a 13.5 per cent improvement in net profit to S$40.4 million for the second quarter ended September. Elsewhere, from more on the major sell-off seen in Asia today, to how China said it would extend the suspension of an additional 24 per cent tariff on US goods for one year, keeping a 10 per cent blanket tariff in place, more international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Kelvin Wong, Senior Analyst, OANDA.See omnystudio.com/listener for privacy information.

Money Matters
Is FDIC Insurance About to Get a Bump?

Money Matters

Play Episode Listen Later Nov 4, 2025 12:23


Would you like to see FDIC insurance bumped up dramatically? Chad P. Wilson talks about a Senate Bill that could do just that in this episode of Money Matters.  This episode was recorded on November 04, 2025 by Chad P. Wilson of Foundation Bank. 

Money Matters With Wes Moss
Understanding AI, Workforce Shifts, and Retirement Planning with Wes Moss & Jeff Lloyd

Money Matters With Wes Moss

Play Episode Listen Later Nov 4, 2025 31:58


Ready to explore retirement strategies and financial fundamentals—while making sense of AI's market influence, Federal Reserve rate cuts, and the changing world of work? In this week's Money Matters episode, Wes Moss and Jeff Lloyd translate today's financial headlines into clear, thoughtful discussion—helping listeners better understand the connections between markets, innovation, and long-term planning. • Clarify financial concepts. Hear how terms like Q ratio and basis points fit into broader market conversations and how understanding these ideas can support informed decision-making. • Balance knowledge with humor. Enjoy lighthearted moments as Wes and Jeff share Halloween stories, family costume ideas, and insights on the Super Bowl halftime show—all while keeping perspective on what really matters financially. • Explore AI's influence on the workforce. Review current data from the World Economic Forum on how artificial intelligence is shaping employment trends—highlighting both areas of automation and new job creation. • Understand AI-driven market concentration. Learn how the growth of AI-focused companies within the S&P 500 has shifted index dynamics, and how investors may think about diversification using equal-weighted ETFs, mid-caps, or small-caps. • Put Federal Reserve policy in context. Examine the Fed's latest rate cut and its historical relationship to market activity—without speculation—offering perspective on interest rate cycles and their potential economic implications. • Compare retirement savings benchmarks. Explore average 401(k) balances across generations and consider how consistent saving habits and age-based planning can contribute to financial preparedness over time. • Review Social Security updates. Understand the latest cost-of-living adjustments (COLA) and how these annual changes aim to align benefits with inflation trends. • Identify evolving industries. Discover which fields—such as healthcare, cybersecurity, agriculture, food service, and logistics—are projected to evolve as technology continues to advance. • Reframe the future of work. Look beyond AI-related concerns to discuss how innovation may shift, rather than eliminate, opportunities across multiple sectors. Stay informed, stay balanced, and stay engaged with Money Matters—where Wes Moss and Jeff Lloyd help to bring clarity and research-driven insight to your financial questions. Listen and subscribe for thoughtful conversations on markets, retirement planning, and the economy—without the hype or jargon.

The Nonprofit Bookkeeper
Trustees and the Numbers: How to Stay on Top Without Getting Lost (Money Matters for Boards)

The Nonprofit Bookkeeper

Play Episode Listen Later Nov 4, 2025 12:18


Wave the Money - Der Finanz Podcast mit Katharina Dauenhauer
#087 Money Matters | KUNDENREISE Kristina Kraft

Wave the Money - Der Finanz Podcast mit Katharina Dauenhauer

Play Episode Listen Later Nov 4, 2025 30:59


Kristina Kraft ist Yogalehrerin, Boxtrainerin und Empowerment -Coach mit einem Fokus auf Job- und Karriere-Coaching sowie allgemeine Veränderungsprozesse. Kristina weiß aus eigener Erfahrung, dass jeder Mensch irgendwann an den Punkt gelangt, an dem etwas nicht mehr stimmt oder eine Veränderung notwendig ist. Kristina möchte Frauen Mut machen und sie auf ihrem Weg zu einem erfüllten Leben begleiten. Denn sie glaubt fest daran, dass jeder die Möglichkeit hat, in die eigene Fülle und Kraft zu treten. Website: https://kristinakraft.de kostenfreie Probewoche vom YOGA PYJAMA CLUB: https://myablefy.com/s/YogaPyjamaClub/kopie-von-yoga-pyjama-club-mach-dein-moin-zum-giorno-48c773ba/payment ________________________________________________ Über mich: Kostenfreier Live Online Workshop: https://workshop.katharinadauenhauer.com/?el=podcast Kostenfreier Entnahme- und Rentenlückenrechner: https://entnahmerechner.katharinadauenhauer.com/?el=podcast Kostenfreies Erstgespräch: https://katharinadauenhauer.com/terminbuchung/?el=podcast Instagram: https://www.instagram.com/katharinadauenhauer/ Youtube: https://www.youtube.com/channel/UCaSuRObrglpQchBiIfKXwsg Facebook: https://www.facebook.com/profile.php?id=100063805300481 Katharina ist Expertin für Vermögensaufbau und Finanzen. Nach einer Bankausbildung bei einer deutschen Großbank und einem Studium der Wirtschaftspädagogik leitete sie über viele Jahre an einer Berufsschule für Banken, Immobilien und Versicherungen den Fachbereich Wirtschaft und war lange als Prüferin im IHK-Prüfungsausschuss für Bankkaufleute tätig. Einen Ausgleich für ihre langjährige Tätigkeit in der Finanzwelt findet Katharina in ihrer Tätigkeit als Yogalehrerin und Lifecoach. Heute lebt sie in Garmisch-Partenkirchen und auf Mallorca und begleitet Menschen auf ihrem Weg in die finanzielle Unabhängigkeit und Freiheit.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: Market movements as OpenAI signs US$38B deal with AWS, Fed officials' mixed comments on rate outlook; RBA holds cash rate at 3.6%; South Korea to triple spending on AI; 240% rally in SK Hynix shares prompts Korea Exchange to warn investors;

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Nov 4, 2025 14:18


Singapore shares dipped today, tracking declines in most Asian markets. The Straits Times Index was down 0.2% at 4,435.25 points at 1.27pm Singapore time, with a value turnover of S$839.39M seen in the broader market. In terms of companies to watch today, we have China Aviation Oil, after China’s largest oil refiner, Sinopec, is said to be in discussions to take over the nation’s dominant distributor of jet fuel. The tie-up talks between Sinopec and China National Aviation Fuel were initiated by Beijing. China National Aviation Fuel balances domestic supplies by importing or exporting cargoes through trading arms including China Aviation Oil, of which it owns 51 per cent. Elsewhere, from how Australia’s central bank held its key interest rate steady in a widely anticipated decision, to how South Korea will triple spending on artificial intelligence and make its biggest defence budget increase in six years, more international headlines remain in focus. Plus – how ChatGPT-maker OpenAI signed a US$38 billion deal with Amazon’s AWS cloud computing arm. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

Calvary Community Church - Westlake Village, CA (Audio)
Money Matters - God Owns Everything

Calvary Community Church - Westlake Village, CA (Audio)

Play Episode Listen Later Nov 3, 2025 37:58


Pastor Brian Howard November 2, 2025 1 Timothy 6:2-16

The Nonprofit Bookkeeper
Money and Mission: Why Finance Is Everyone's Responsibility (Money Matters for Boards)

The Nonprofit Bookkeeper

Play Episode Listen Later Nov 3, 2025 12:00


Money Matters Radio Podcast with Dean Greenberg
Money Matters: Market Highs, MAG7 Earnings, and a Fed Cut Amid a Shutdown

Money Matters Radio Podcast with Dean Greenberg

Play Episode Listen Later Nov 3, 2025 96:04


This week on Money Matters, brought to you by Greenberg Financial Group, we dive into one of the most eventful weeks of the year for investors. Five of the “Magnificent Seven” tech leaders, the companies that have been powering this bull market, reported earnings, and the results did not disappoint. Their strength helped push the S&P 500 and Nasdaq to new all-time highs, even as much of the market lagged behind. We break down the key takeaways from each major report, highlight which companies continue to justify their valuations, and discuss where we may start to see cracks forming beneath the surface. Despite a federal government shutdown, investor sentiment remains surprisingly strong thanks in part to the Federal Reserve finally cutting interest rates this week. Join us as we analyze how the combination of big tech dominance, monetary policy shifts, and political gridlock is shaping market leadership and investor behavior heading into the next quarter. Whether you're an active trader or a long-term investor, this episode will help you understand what's really driving market momentum and where the risks may be hiding. 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

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
Money Matters Episode 336- Why DEI Still Matters in 2025 | Cornelia Gamlem & Barbara Mitchell on Inclusion, Culture & Engagement

The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

Play Episode Listen Later Nov 2, 2025 30:07


Is DEI really dead — or just misunderstood? In this episode of Money Matters, workplace culture experts Cornelia Gamlem and Barbara Mitchell, co-authors of Essentials of Employee Engagement, challenge the headlines and reframe the DEI conversation with clarity and strategy.

LIFE
Money Matters: Creating a Financial Freedom Pathway • Ps Paul de Jong • LIFE Central

LIFE

Play Episode Listen Later Nov 2, 2025 38:12


Listen to a powerful message of hope from Ps Paul de Jong (Founding Pastor). Ps Paul continues our 'Money Matters' series by exploring God's Biblically outlined pathway for us to become financially free.To find out more about LIFE, visit us at lifenz.org

Allworth Financial's Money Matters
Self-Insuring for Long-Term Care, Rebalancing Inherited Portfolios, and Smarter Wealth Moves

Allworth Financial's Money Matters

Play Episode Listen Later Nov 1, 2025 45:07


On this week's Money Matters, Scott and Pat tackle three critical financial planning decisions for high-net-worth investors. First, they break down whether it's better to self-insure for long-term care or rely on costly, often restrictive hybrid policies. Next, they explain how to rebalance an inherited portfolio, especially when legacy holdings no longer align with your goals or risk tolerance. Then, they dive into how to finance a vacation home wisely—weighing the risks of portfolio loans, capital gains exposure, and over-leveraging in retirement. You'll also hear a sharp analysis of gold's recent surge—and why emotional investing often backfires. Packed with real-life caller scenarios and expert financial guidance, this episode is a must for anyone focused on smart wealth management, legacy planning, and minimizing risk. 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.

FLF, LLC
Ontario's Ill-advised Advertisement & Why Money Matters ft. Alin Armstrong [Liberty Dispatch]

FLF, LLC

Play Episode Listen Later Oct 30, 2025 57:21


Liberty Dispatch ~ October 29, 2025In this episode of Liberty Dispatch, host Matthew Hallick is joined by special-guest host pastor and author Alin Armstrong (@pastorcoin) to discuss the fallout of the recent controversial anti-tariff AD released by the province of Ontario and why the real economic issue is what the government has done to our money. For full access to all our content, including the extended interviews, become a paid subscriber at: https://ldcanada.substack.com Opening & Intro (00:00-00:47)Welcome & Introduction (00:47-02:53)Segment 1 - Why Economics Matters (02:53-13:47)Segment 2 - Controversial Ontario AD (13:47–32:50):Segment 3 - Why Money Matter (32:50–56:51):Outro (56:51–57:20)SHOW SPONSORS:Bitcoin Mentor: https://bitcoinmentor.io/aff/liberty Invest with Rocklinc: info@rocklinc.com or call them at 905-631-546; Diversify Your Money with Bull Bitcoin: https://mission.bullbitcoin.com/dispatch; BarterPay: https://barterpay.ca/; Barter It: https://www.barterit.ca/; Get freedom from Censorious CRMS by signing up for SalesNexus: https://www.salesnexus.com/; SUBSCRIBE TO OUR SHOWS/CHANNELS:LIBERTY DISPATCH PODCAST: https://libertydispatch.podbean.com;https://rumble.com/LDshow; CONTACT US: libertydispatch@pm.me STAY UP-TO-DATE ON ALL THINGS LD:Instagram: https://www.instagram.com/liberty_dispatch/; Facebook: https://www.facebook.com/LibertyDispatchCanada; X: @LDCanada - https://x.com/_LDCanada; Rumble: https://rumble.com/LDshow; YouTube: https://www.youtube.com/@libertydispatch Please LIKE, SUBSCRIBE, RATE, & REVIEW, and SHARE it with others!

Liberty Dispatch
Ontario's Ill-advised Advertisement & Why Money Matters ft. Alin Armstrong

Liberty Dispatch

Play Episode Listen Later Oct 30, 2025 57:20


Liberty Dispatch ~ October 29, 2025 In this episode of Liberty Dispatch, host Matthew Hallick is joined by special-guest host pastor and author Alin Armstrong (@pastorcoin) to discuss the fallout of the recent controversial anti-tariff AD released by the province of Ontario and why the real economic issue is what the government has done to our money. For full access to all our content, including the extended interviews, become a paid subscriber at: https://ldcanada.substack.com Opening & Intro (00:00-00:47) Welcome & Introduction (00:47-02:53) Segment 1 - Why Economics Matters (02:53-13:47) Segment 2 - Controversial Ontario AD (13:47–32:50): Segment 3 - Why Money Matter (32:50–56:51): Outro (56:51–57:20) SHOW SPONSORS: Bitcoin Mentor: https://bitcoinmentor.io/aff/liberty Invest with Rocklinc: info@rocklinc.com or call them at 905-631-546; Diversify Your Money with Bull Bitcoin: https://mission.bullbitcoin.com/dispatch; BarterPay: https://barterpay.ca/; Barter It: https://www.barterit.ca/; Get freedom from Censorious CRMS by signing up for SalesNexus: https://www.salesnexus.com/; SUBSCRIBE TO OUR SHOWS/CHANNELS: LIBERTY DISPATCH PODCAST: https://libertydispatch.podbean.com; https://rumble.com/LDshow; CONTACT US: libertydispatch@pm.me STAY UP-TO-DATE ON ALL THINGS LD: Instagram: https://www.instagram.com/liberty_dispatch/; Facebook: https://www.facebook.com/LibertyDispatchCanada; X: @LDCanada - https://x.com/_LDCanada; Rumble: https://rumble.com/LDshow; YouTube: https://www.youtube.com/@libertydispatch Please LIKE, SUBSCRIBE, RATE, & REVIEW, and SHARE it with others!

Fight Laugh Feast Canada
Ontario's Ill-advised Advertisement & Why Money Matters ft. Alin Armstrong [Liberty Dispatch]

Fight Laugh Feast Canada

Play Episode Listen Later Oct 30, 2025 57:21


Liberty Dispatch ~ October 29, 2025In this episode of Liberty Dispatch, host Matthew Hallick is joined by special-guest host pastor and author Alin Armstrong (@pastorcoin) to discuss the fallout of the recent controversial anti-tariff AD released by the province of Ontario and why the real economic issue is what the government has done to our money. For full access to all our content, including the extended interviews, become a paid subscriber at: https://ldcanada.substack.com Opening & Intro (00:00-00:47)Welcome & Introduction (00:47-02:53)Segment 1 - Why Economics Matters (02:53-13:47)Segment 2 - Controversial Ontario AD (13:47–32:50):Segment 3 - Why Money Matter (32:50–56:51):Outro (56:51–57:20)SHOW SPONSORS:Bitcoin Mentor: https://bitcoinmentor.io/aff/liberty Invest with Rocklinc: info@rocklinc.com or call them at 905-631-546; Diversify Your Money with Bull Bitcoin: https://mission.bullbitcoin.com/dispatch; BarterPay: https://barterpay.ca/; Barter It: https://www.barterit.ca/; Get freedom from Censorious CRMS by signing up for SalesNexus: https://www.salesnexus.com/; SUBSCRIBE TO OUR SHOWS/CHANNELS:LIBERTY DISPATCH PODCAST: https://libertydispatch.podbean.com;https://rumble.com/LDshow; CONTACT US: libertydispatch@pm.me STAY UP-TO-DATE ON ALL THINGS LD:Instagram: https://www.instagram.com/liberty_dispatch/; Facebook: https://www.facebook.com/LibertyDispatchCanada; X: @LDCanada - https://x.com/_LDCanada; Rumble: https://rumble.com/LDshow; YouTube: https://www.youtube.com/@libertydispatch Please LIKE, SUBSCRIBE, RATE, & REVIEW, and SHARE it with others!

Barn Talk
The Truth About Corn: Why It Runs America (And Your Life) w/Steve Kuiper

Barn Talk

Play Episode Listen Later Oct 27, 2025 93:16


Welcome to Barn Talk! In today's episode, hosts Tork and Sawyer welcome fifth-generation Iowa farmer and Iowa Corn Growers Association First Vice President, Steve Kuiper, for an honest, wide-ranging conversation about the realities of modern corn farming in America.Steve shares stories from his family's multi-generational farm, the crucial role corn plays in everything from food and fuel to clothing, and the challenges of keeping the business strong in a time of rising costs and tighter margins. The trio discusses the impacts of ag policy, environmental stewardship, and the importance of speaking up and getting involved in organizations like Iowa Corn.If you're curious about the future of farming, how technology and tradition mix, or what it takes to grow a farm business in tough times, this episode will give you fresh insights and plenty to think about. Let's get started!Shop Farmer Grade

Money Matters Radio Podcast with Dean Greenberg
Money Matters: Market Moves, Earnings Updates, and the Ongoing Government Shutdown

Money Matters Radio Podcast with Dean Greenberg

Play Episode Listen Later Oct 27, 2025 96:51


In this week's episode of Money Matters, brought to you by Greenberg Financial Group, we cover the latest developments shaping the financial markets. With earnings season in full swing and the government shutdown still unfolding, we break down what investors need to know and how these events may impact portfolios in the weeks ahead. Stay informed and stay ahead—tune in for clear, actionable insights on what's around the corner. 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

LIFE
Money Matters: Money Myths • Ps Luke de Jong • LIFE Central

LIFE

Play Episode Listen Later Oct 26, 2025 42:56


Listen to a powerful message of hope from Ps Luke de Jong (Senior Leader). Ps Luke opens our 'Money Matters' series by debunking a few common myths about money - do you have money, or does money have you?To find out more about LIFE, visit us at lifenz.org

Allworth Financial's Money Matters
AI Boom or Bubble, Estate Planning Trouble, and the 6% Return Myth

Allworth Financial's Money Matters

Play Episode Listen Later Oct 25, 2025 52:40


On this week's Money Matters, Scott and Pat ask the trillion-dollar question: Is AI investing the next dot-com bubble or a real economic shift? They revisit the 1999 tech mania to help make sense of today's AI investing hype—and how to avoid repeating history. They also tackle real-world questions around estate planning, including managing finances for a 97-year-old parent, family trust tensions, and how to avoid costly mistakes. Plus, the truth behind those “safe” 6% return promises—and what they really mean for your money. Whether you're curious about AI investing, revisiting your estate plan, or just trying to separate fact from fiction in today's market, Scott and Pat bring clarity, humor, and decades of experience. Don't miss their take on the future of AI investing—and what to watch for next. 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
From One Kid To Two: The Real Costs Of Growing A Family

Money Matters

Play Episode Listen Later Oct 22, 2025 33:21 Transcription Available


We trace the real costs of welcoming a second child and how a strict budget turned worry into confidence. From rising doula fees to two daycare bills, we share what changed, what we reused, and how we planned leave, space, and school decisions without losing joy.• daycare becoming the largest monthly expense• getting serious about budgeting to pay off debt• navigating higher medical and doula costs• planning for feeding costs and inflation• where thrifting works and where buying new wins• reusing gear and avoiding first‑time parent traps• housing trade‑offs and space planning for two kids• preparing for two tuitions and kindergarten choices• funding parental leave with PTO, STD and savings• making room for meaningful splurges within the planSubscribe to the Money Matters Podcast, and visit neighborsfcu.org slash financial wellness for more tools to help you build a strong financial futureHave 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.

Morning MAGIC with David, Sue, & Kendra
Count Kendra Out: MONEY MATTERS

Morning MAGIC with David, Sue, & Kendra

Play Episode Listen Later Oct 22, 2025 2:53


Every morning at 7:30, YOU will have a chance to 'place your bet' on how many questions (out of 5) Kendra will get right based on the topic of the day. If your number guess matches with her correct number of answers, you win concert tickets!

Money Matters
What is a Credit Crisis, and is One Coming?

Money Matters

Play Episode Listen Later Oct 21, 2025 13:14


Are We on the Fringes of Another Credit Crisis? In this week's episode of Money Matters, Chad P. Wilson gives you his take and let's you know what you can do in light of it. This episode was recorded on October 21, 2025 by Chad P. Wilson of Foundation Bank. 

Money Matters Radio Podcast with Dean Greenberg
Trump, Trade, and Turbulence: What's Really Driving Today's Markets

Money Matters Radio Podcast with Dean Greenberg

Play Episode Listen Later Oct 21, 2025 96:23


In this episode of Money Matters, brought to you by Greenberg Financial Group, we unpack the week's most influential market stories — from Trump's latest comments and shifting trade dynamics to fresh signals emerging from the credit markets. Our team cuts through the noise to explain what's behind the moves, what's heating up, and what's cooling off. If you want a clear, insightful take on where the markets stand and what could be next, this action-packed episode is your essential guide. 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

Dave Petso's Money Matters
Money Matters - October 18th, 2025

Dave Petso's Money Matters

Play Episode Listen Later Oct 20, 2025 81:21


Saints Peter and Paul Sermons
10.19.2025 "Money Matters: Sow the Seed"

Saints Peter and Paul Sermons

Play Episode Listen Later Oct 20, 2025 22:23


In this final sermon in the Money Matters sermon, Pastor Aaron preaches on the Apostle Paul's words in 2 Corinthians 9, as Paul compares money to seeds.

Allworth Financial's Money Matters
Mastering Your 401(k), IRA, and Retirement Taxes: Real Calls, Real Advice, Real Results

Allworth Financial's Money Matters

Play Episode Listen Later Oct 18, 2025 52:36


On this week's Money Matters, Scott and Pat answer real listener questions about how to make the most of your 401(k) — from handling tithes and required minimum distributions to maximizing Roth conversions and managing multimillion-dollar retirement portfolios. You'll hear stories from callers navigating retirement income, tax-efficient giving, and long-term wealth transfer — including a follow-up from a listener managing $5 million across IRAs and 401(k) accounts while planning for inheritance and charitable impact. With candid insights and practical advice, Scott and Pat explain how smart 401(k) and IRA strategies can help you reduce taxes, simplify withdrawals, and strengthen your financial legacy — all delivered with the straightforward, relatable style that defines Money Matters. 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.    

Mom Bosses Abroad
Money Matters| How Female Entrepreneurs Can Earn More, Handle More, and Think Bigger Ep 162

Mom Bosses Abroad

Play Episode Listen Later Oct 16, 2025 47:20


Money matters…but not in the way you've been taught. In this episode, we talk about why women stay stuck earning less than they deserve, how to actually handle more money when it starts flowing in, and what it takes to expand into true wealth mindset. With returning guest Jessica Zalums, a multi-six-figure entrepreneur, legacy income earner, and host of the Rich Bish Era podcast, this conversation will leave you ready to claim more, manage it wisely, and think way, way bigger. Important Links: Momergy Essentials - Home | Momergy Essentials Iva Perez - The Momergy Movement Desiree Gonzalez - Oily Essentials Follow us on: Facebook Facebook Mom Bosses Abroad Instagram@Mom.bosses.abroad Instagram @MomergyMovement Instagram @desiree_oilyessentials Instagram   Guest Bio Jess is a mom of three and a powerhouse in the network marketing and online business space, with over 11 years of experience. Having built a multi 6-figure business entirely while juggling babies growing in her and hanging off her, Jess knows what it takes to succeed as a mumpreneur. Within just 12 months of starting her high-ticket network marketing business, she replaced her full-time income, going from working 40 hours a week to running a thriving online business that offers her the freedom to live life on her terms. Today, Jess is one of the top leaders in Australia in her company and a top 1% income earner, helping other women create businesses that serve their families while offering true time freedom. Known for her innovative strategies and systems that allow her team to work less and earn more, Jess offers women the opportunity to earn uncapped income without having to trade time for money. Her approach empowers women to earn their worth, have a healthy relationship with money and wealth, and build thriving businesses that increase their wealth, choice, and time freedom. As a podcast host, coach, and mentor, Jess is passionate about helping women break free from the traditional corporate world mindset, supporting them in growing successful businesses that not only bring financial abundance but also greater freedom and fulfillment.   Resources Hey, Mama!

Your Money Matters with Jon Hansen
Your Money Matters: The rebuilding of Groupon

Your Money Matters with Jon Hansen

Play Episode Listen Later Oct 15, 2025


There are big changes that have been made at Groupon. Mike Tepeli, Senior Manager of Corporate Communications at Groupon, joins Jon Hansen on Your Money Matters. Mike talks about how the pandemic affected the company, how they had to adapt and rebuild the culture, and how they’ve made improvements. Mike also shares Groupon’s Chicago roots and […]

Dave Petso's Money Matters
Money Matters - October 11th, 2025

Dave Petso's Money Matters

Play Episode Listen Later Oct 13, 2025 81:07


Allworth Financial's Money Matters
Is Your Financial Plan Built to Last? Stress Testing Portfolios, Roth Conversions, and Real-Life Retirement Decisions

Allworth Financial's Money Matters

Play Episode Listen Later Oct 11, 2025 54:37


Markets look strong—but are they too perfect? On this week's Money Matters, Scott and Pat explore how to stress test your financial plan so it can hold up in the real world. They take a call from a 63-year-old retiree with a $6 million portfolio who's rethinking his Roth conversions and Social Security timing, then talk with a 47-year-old state employee balancing burnout, real estate, and early retirement goals. Finally, Allworth's Head of Wealth Planning, Victoria Bogner, joins to explain how taxes, Medicare, and market strategy all connect inside a resilient financial plan. If you've ever wondered whether your financial plan could weather a true market test, this episode delivers clarity, humor, and timeless perspective. 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.

Allworth Financial's Money Matters
Tax Strategy, Life Insurance Mistakes, and Smart Investment Placement

Allworth Financial's Money Matters

Play Episode Listen Later Oct 4, 2025 52:26


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.

Allworth Financial's Money Matters
AI Hype, the 4% Withdrawal Rule, and Real-Life Retirement Questions

Allworth Financial's Money Matters

Play Episode Listen Later Sep 27, 2025 46:32


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.

Allworth Financial's Money Matters
BONUS EPISODE: Roth Conversions, Financial Advisors You Can Trust, and Portfolio Risk Management

Allworth Financial's Money Matters

Play Episode Listen Later Sep 24, 2025 56:32


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.