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In this captivating episode of On the Brink with Andi Simon, I welcomes an unstoppable force in the world of finance, Victoria Woods—entrepreneur, wealth advisor, speaker, author, and the renowned Financial Diva. What makes Victoria's story so compelling isn't just her success in managing money for millionaires and billionaires—it's how she got there, and what she's teaching women everywhere about stepping into financial power. Victoria's journey began in humble, even challenging circumstances. Growing up poor, abandoned by her father at 11, she learned early how to hustle, survive, and eventually thrive. From organizing games for neighborhood kids to modeling for Montgomery Ward in exchange for school clothes, she was a born entrepreneur. But it was her uncanny ability to see opportunity where others saw limits that ultimately launched her into success. Women, It is Time To Master Your Money Her first “real” pivot came while working in retail. Rather than taking a promotion, she pitched a new concierge buying service to her boss—a bold move that soon had executives handing her their credit cards and letting her shop for their wardrobes. That fearless innovation caught the attention of a financial executive who saw something unique in Victoria: resilience, determination, and an uncanny knack for follow-through. He recruited her into the world of financial advising. Seven months later, Victoria took the leap—and never looked back. Now the founder and CEO of ChappelWood Financial Services in Edmond, Oklahoma, Victoria advises high-net-worth individuals, particularly women who are often underserved or underrepresented in wealth management. But her mission is broader: to educate and empower women about their finances, especially business owners who need to understand, not fear, their numbers. Watch our podcast video on YouTube here: Key Lessons from Victoria Woods on Women, Money and Mastering Your Future 1. Your Gut Is Your Superpower—But So Are Your Numbers. Victoria reminds listeners that while your instincts matter, success demands fluency in your financials. “If you're not comfortable with the numbers, you've got to get comfortable,” she says. “You should be able to read your profit and loss statements, understand your balance sheet, and question your accountant.” Her practical advice: take an accounting class—even if you're already running a company. Know your numbers or risk being run by them. 2. Don't Outsource What You Don't Understand. Too many women assume someone else—often a spouse—will handle their finances. Victoria pushes back. “90% of women will manage their own money at some point in their life,” she says. “You must know what you own, owe, spend, and invest.” Whether you're growing a business, selling one, or inheriting one, financial literacy is not optional. 3. Exit on Your Own Terms. One of Victoria's most powerful messages is about preparing for what's next. Succession planning, business exits, and legacy planning all require strategic thought before there's a crisis. “Don't plan in the middle of a tornado,” she says. “Start when the sun is shining.” She shares how she's guided women through inheriting family businesses, navigating complex buyouts, and staying strong in boardrooms full of skeptics. 4. Build Your Team with Intention. When hiring financial advisors, accountants, or legal professionals, Victoria encourages women to trust both their head and their heart. “Would you want to have dinner with this person every month?” she asks. Chemistry and clarity matter. Her book, It's All About the Money, Honey!, includes practical questions women should ask potential advisors—plus the answers they should expect to hear. 5. Serve First, Sell Second. At the heart of her success is a simple philosophy: be the easy button. Whether solving a client's complex tax issue or finding an international attorney for a property dispute, her focus is always service. That's how she built a practice with 100% retention and a global clientele. “Clients don't want more work,” she says. “They want someone who makes their lives easier.” You can read more in her book, "It's All About the Money, Honey," on Amazon. Why This Conversation about Money and Women Matters Now Women control more wealth today than at any time in history, and the number of women-owned businesses is soaring. Yet many still feel unprepared to manage that wealth with confidence. This episode is a powerful reminder that financial empowerment is about knowledge, confidence, and the courage to ask questions. As Victoria says, “Don't take advice from broke people—physically, financially, or spiritually.” Whether you're launching a startup, scaling a company, or planning a graceful exit, take time to get financially fluent. The future is female—and she should be well-funded. Learn More To learn more about Victoria Woods, visit ChappelWood.com or search for The Financial Diva online. You can also find her book It's All About the Money on Amazon and listen to selected chapters she's recorded to hear her passion and humor come alive. Ready to get off the brink? Follow the podcast for more stories of women transforming business and life—with purpose, power, and yes, profit. Listen to these other podcasts or read the blogs about them: 438: How Nicole Loftus Is Disrupting Venture Capital 437: Erika Baez Grimes: Purpose-Driven Business Transitions 436: Women, #WorkSchoolHours Can Transform Your Life Connect with me: Website: www.simonassociates.net Email: info@simonassociates.net Books: Learn more about our books here: Rethink: Smashing the Myths of Women in Business Women Mean Business: Over 500 Insights from Extraordinary Leaders to Spark Your Success On the Brink: A Fresh Lens to Take Your Business to New Heights Listen + Subscribe: Available wherever you get your podcasts—Apple, Spotify, Stitcher, YouTube, and more. If you enjoyed this episode, leave a review and share with someone navigating their own leadership journey. Reach out and contact us if you want to see how a little anthropology can help your business grow. Let's Talk! From Observation to Innovation, CEO | Corporate Anthropologist | Author Simonassociates.net Info@simonassociates.net @simonandi LinkedIn
On this week's Money Matters, Scott and Pat tackle a range of topics, from a wild retirement strategy involving Bitcoin to the often-misunderstood five-year Roth IRA rule. They also dive into the explosion of Exchange-Traded Funds (ETFs), the downside of complicated income products, and a heartwarming yet hilarious look into redecorating empty-nest bedrooms. With over three million downloads, we thank our dedicated listeners—especially those who keep us humble and laughing! 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.
In this episode of GynoCurious, Dr. Amy Novatt sits down with Vicki Haak, a seasoned financial advisor. The episode dives into the evolution of the taboo surrounding financial discussions, particularly focusing on how women were historically excluded from these crucial conversations. Vicki shares her personal journey, revealing how a childhood devoid of financial literacy propelled her into a career where she merged her love for numbers with an innate desire to empower others in understanding financial matters. Amy and Vicki explore the psychological aspects of money management. They discuss how financial stress can significantly impact overall health, contributing to conditions like anxiety, depression, and cardiovascular issues. The conversation highlights the unique challenges women face in the financial world and the importance of self-empowerment, financial literacy, and the need for more women in advisory roles. Vicki's insights shed light on the importance of acting as one's own fiduciary and the role that confidence and education play in financial well-being. As the episode progresses, Vicki offers valuable advice on overcoming the intimidation often associated with financial discussions. She encourages women to 'own it,' emphasizing the power of knowledge and the importance of having a supportive advisor. Questions of comments? Call 845-307-7446 or email comments@radiofreerhinecliff.org Produced by Jennifer Hammoud and Matty Rosenberg @ Radio Free Rhiniecliff
Is Social Security going to be around when you retire? I this week's episode, Chad P. Wilson tackles this difficult question and give practical counsel on what you can do to prepare. This episode was recorded on July 1, 2025 by President Chad P. Wilson of Foundation Bank.
Send us a textWhen financial stress grips your mind, everything suffers - your health, your relationships, and especially your leadership. This revealing conversation with Matt Paradise takes us from his remarkable journey through teen homelessness and addiction to becoming a respected financial wellness expert who now helps leaders build healthier financial futures.The statistics are startling: 57% of employees report that financial worries steal hours of productivity each week. One-third experience PTSD-like symptoms from money stress. As leaders, our financial struggles don't just affect us - they ripple through our entire teams, influencing decisions, workplace culture, and bottom-line results.Paradise shares how financial health goes far beyond spreadsheets and budgets. It's deeply emotional, connected to our earliest experiences with money and our core values. For leaders in high-pressure industries like poultry production, where operational challenges and thin margins are commonplace, financial stress can lead to short-sighted decisions that compromise long-term stability.The conversation offers practical pathways toward greater financial wellness: creating space for "sober-minded" assessment of your financial reality, building community support systems, and modeling financial vulnerability with your team. Paradise emphasizes that you don't need to share every detail of your financial life, but acknowledging struggles and sharing lessons learned creates psychological safety for team members facing similar challenges.Whether you're currently thriving financially or struggling to keep the lights on, this episode provides compassionate guidance for leaders who want to transform their relationship with money and create cultures where financial wellness becomes a shared priority. Remember - your team's financial health directly impacts your organization's success.Listen now and discover why taking even one small step toward financial wellness today can transform your leadership effectiveness tomorrow. What financial habit could you change this week?Learn more about Matt Paradise - https://www.mattparadise.com/Hosted by Brandon Mulnix - Director of Commercial Accounts - Prism ControlsThe Poultry Leadership Podcast is only possible because of its sponsor, Prism ControlsFind out more about them at www.prismcontrols.com
One of the first things we learn to say in a foreign language is “how much does it cost?” But what if we're the ones who are selling? We have to know how to “charge” as well. Guy helps us get our heads around all these money matters, including how to tell a shopkeeper that we were mistakenly charged for something. Hear the All-Hebrew Episode on Patreon New Words and Expressions: Kama ze ole lanu? – How much does it cost us? – כמה זה עולה לנו Kama ze ole li ba-shura ha-tachtona? – How much does it cost me, bottom line – כמה זה עולה לי בשורה התחתונה Kama ze ala lecha/lach/lachem? – How much did it cost you? – כמה זה עלה לך/לכם Kama alta ha-arucha? – How much did the meal cost? – כמה עלתה הארוחה Kama ola ha-arucha? – How much does it cost? – כמה עולה הארוחה Kama olot ha-naalayim? – How much do the shoes cost? – כמה עולות הנעליים “Kama ola ahava avuda?” – How much does a lost love cost? – כמה עולה אהבה אבודה Kama ze ya'ale li? – How much will it cost me? – כמה זה יעלה לי Kama ta'ale li ha-mesiba? – How much will the party cost me? – כמה תעלה לי המסיבה Kama ya'alu li ha-naalayim? – How much will the shoes cost me? – כמה יעלו לי הנעליים Kama ole shi'ur/seshen? – How much is a lesson/session? – כמה עולה שיעור/סשן Kama ze shi'ur – How much is a lesson? – כמה זה שיעור Kama ata loke'ach al shiur? – How much do you (m.) take for a lesson? – כמה אתה לוקח על שיעור Kama at lokachat al shiur? – How much do you (f.) take for a lesson? – כמה את לוקחת על שיעור Kama ani chayav/Chayevet? – How much do I owe you? – כמה אני חייב/חייבת Kama anachnu hayavim lecha? – How much do we owe you? – כמה אנחנו חייבים לך Chiyuv – A charge – חיוב Ha-chiyuv shel februar – The February charge – החיוב של פברואר Hatava – Perk, bonus – הטבה Ba-chiyuv haba – In the next charge – בחיוב הבא Hiyavtem oti be-200 shekel be-ta'ut – You charged me with 200 shekel by mistake – חייבתם אותי ב-200 שקל בטעות Lechayev – To charge – לחייב Hitchayvut – Obligation, duty – התחייבות Ta'anoog – Pleasure – תענוג Kama (oleh/yaaleh li) ha-ta'anoog? – How much is the pleasure? – כמה התענוג Playlist and Clips: Shlomo Artzi – Tachat Shmei Yam Tichon (lyrics) Yehuda Poliker – Romantika Zola (lyrics) Dudu Tassa – Ani Rats (lyrics) Meir Ariel & David Broza – Be-tsohorey Hayom (lyrics)
A new MP3 sermon from Mukhanyo Theological College is now available on SermonAudio with the following details: Title: Thinking Biblically about Money Matters and the Church in Africa Subtitle: TEASA Consultation 2025 Speaker: Conrad Mbewe Broadcaster: Mukhanyo Theological College Event: Conference Date: 6/18/2025 Length: 51 min.
My Life As A Landlord | Rentals, Real Estate Investing, Property Management, Tenants, Canada & US.
Sometimes the conversation is too good to stop! In episode 151 we started a roundtable discussion about rentals, all from the Toastmaster's Club called Money Matters. The 15 table topics questions that Karen Hall created generated so much discussion, we had to create a part two! Join Karen, Dan Dyble and me as we continue our lively awkward discussion about rentals, Toastmasters style.
MONEY MATTERS PROBABILITIY AND PROXIMITY
Viel ist in den letzten Wochen an den Finanzmärkten passiert. Zeit, das alles ein wenig einzuordnen. Mit Sylvia Walter von der Finanz und Wirtschaft spreche ich in dieser Episode über den Höchststand bei Gold, die Entwicklung der Börse und ob es denn nie ruhig ist an den Finanzmärkten. Wir beantworten unter anderem diese Fragen:Welche Anlageklassen machen jetzt Sinn?Steigen wegen den Zöllen nun die Preise?Was haben die tieferen Zinsen für Auswirkungen auf Hypotheken?Was ist jetzt mit der Inflation? Von Sylvia erwähnte Links:Abo zum Sonderpreis: www.fuw.ch/aboInterview, China, Deflation (in Englisch vor der paywall):https://www.fuw.ch/dhaval-joshi-the-stock-market-might-be-in-a-bursting-bubble-configuration-660552351274Smart Money-Artikel:https://www.fuw.ch/blogs/einfach-anlegenÜber Indien: https://www.fuw.ch/aktienmarkt-indien-indiens-boerse-bietet-kurzfristig-unterschlupf-und-langfristig-outperformance-572021241783Werbung:Sponsorin von Money Matters ist die Bank Cler. Vielen Dank! Die Bank Cler redet mit dir über Geld – offen und ehrlich. Egal, wie viel du davon hast. Und zwar so, wie's ihr Name verspricht: «Cler» bedeutet im Rätoromanischen «klar, einfach, deutlich». Die Bank Cler macht also deine Bankgeschäfte so unkompliziert und angenehm wie möglich. Dieser Podcast ist keine Finanz- oder Anlageberatung und stellt keine Aufforderung zum Kauf oder Verkauf von Produkten dar! Ich übernehme keinerlei Haftung für die Richtigkeit der Informationen im Podcast. Das Handeln von Wertpapieren an der Börse ist ein Risiko und du trägst die Verantwortung für deine Finanzen!
MONEY MATTERS LOOKS CAN HARM
On this week's Money Matters, Scott and Pat are joined by Apollo Lupescu from Dimensional Fund Advisors to unpack the real-world impact of tariffs and how they influence everything from maple syrup prices to stock market behavior. They also unpack a Wall Street Journal story about U.S. investors getting scammed by sketchy Chinese stocks. Plus, listener Tina returns with a powerful update: how she used Scott and Pat's advice to offload risky company stock, lower her taxes, and give back in a big way. 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 UNINTERESTED CUSTOMER
MONEY MATTERS GOING GOING NOT GONE
With the uncertain state of the economy right now, money is on most people's minds. Now is the perfect time to explore why our finances are so much more than “just numbers,” and how intricately emotions and money intertwine.My guest, Aja Evans, is a financial therapist and the author of the new book, Feel Good Finance. After noticing how often people in therapy sessions breeze past their money stresses, she set out to make talking through our financial concerns more commonplace. This one is certain to resonate—Aja's insights left me feeling like I'd just had a cathartic therapy session myself.Identify your financial priorities and values with Aja's expert advice:Why we need to consider our childhoods when thinking about money;How we can talk about money with our kids to set them up for their own financial futures;The hefty, wide-ranging impact of financial trauma (and why we need to address it);How to start figuring out our basic needs and making brave changes to get aligned.Related Links:Learn more about Aja's work - https://ajaevanscounseling.com/Get a copy of “Feel Good Finance” - https://bookshop.org/p/books/feel-good-finance-untangle-your-relationship-with-money-for-better-mental-emotional-and-financial-well-being-aja-evans/21301669Connect with Aja on Instagram - https://www.instagram.com/ajaetherapy/Listen to Hidden Brain, “Rewrite Your Money Story” - https://hiddenbrain.org/podcast/money-2-0-rewrite-your-money-story/TAKE ACTION with Bossed Up - https://www.bossedup.org/takeactionBossed Up Courage Community - https://www.facebook.com/groups/927776673968737/Bossed Up LinkedIn Group - https://www.linkedin.com/groups/7071888/
In this new episode of Speaking of SurgOnc, Dr. Rick Greene discusses with Dr. Pedro Dos Santos the results of a study that examined whether patients of the lowest income quartile with stage IA NSCLC experience worse survival after resection when compared to higher-income patients, as well as other identified survival disparities, as reported in as reported in the article article, "Money Matters: The Effect of Income on Postsurgical Outcomes in Stage IA Non-small Cell Lung Cancer.”
MONEY MATTERS RETRACTING FORGIVENESS
Covetousness can lead us away from our faith and bring us into idolatry! We need to be wary not to let it lead us astray. Let's learn to be thankful for what we have, and happy for what others get!
Dean kicks off this episode of Money Matters with a look at the growing influence of major tech players like Amazon, Google, Apple, and Meta, and why some investors are starting to ease off risk without abandoning the market. He also unpacks how global headlines—from Middle East tensions to U.S. immigration policy and rising energy costs—are impacting markets at home.The rest of the Money Matter crew—David, Dylan, Todd, and Sebastian— jump in for a roundtable. They tackle the latest market numbers, the cultural shift around U.S. holidays, debates over solar energy and rare earth minerals, and the ever-growing influence of major data centers and tech developments right in Arizona. Plus, they break down the nuances of Medicare choices, discuss the big moves in transportation and electric vehicles.
On this week's Money Matters, Scott and Pat kick things off with a provocative question: “Why work?” They unpack how retirement is shifting—from something we escape to something we choose. Then, they help a caller sort through a high-income life, business ventures, and costly financial products. You'll hear smart takes on 529 plans, when to fire your advisor, and how to build real wealth without falling for fee-heavy traps. Plus, simple advice on estate planning, powers of attorney, and making sense of annuities. 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 VAGUE DETAILS
Do you get to the end of the day and wonder "Where did all my time just go?" You're not alone and this week's episode of Money Matters will give you a practical way to take better control of your precious time. This episode was recorded by President Chad P. Wilson of Foundation Bank on June 17, 2025.
Our mortgage experts and real estate professional break down what financial readiness truly means for first-time homebuyers and why qualifying for a mortgage doesn't always mean you can afford homeownership.• Understanding the difference between what you can qualify for versus what you can truly afford• Warning signs that indicate you may not be ready to buy a home yet• The importance of budgeting for more than just your mortgage payment• How credit scores, income stability, and available assets impact your mortgage eligibility• Common mistakes people make during the pre-approval and mortgage application process• Different down payment options from 3% to 20%, and when "no money down" loans might be appropriate• Why you still need cash reserves even with 100% financing options• The reality of closing costs and what expenses to expect beyond just the down payment• How to create a sustainable path to homeownership when you have good income but poor credit (or vice versa)• Why being informed is the best way to avoid expensive mistakes in the homebuying journeyCheck your credit score early, get pre-approved before shopping, save for more than just the down payment, and know your real budget by factoring in taxes, insurance and maintenance to avoid becoming house poor.Visit our guests:Denetria Burris, Realtor ® Notary Public Licensed in Louisiana & Mississippi| LPT Realty LLCCell: 225-223-0499 | Office: 877-366-2213 Email: denetria@dbclosers.comMatthew CloyMortgage Loan Originator @ Neighbors FCUCell: 225-953-5076Email: mcloy@neighborsfcu.orgBridgette WhiteVice President of Mortgage @ Neighbors FCUEmail: bwhite@neighborsfcu.orgHave 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.
Send us a textWhat happens when two financial planners who've experienced profound personal loss meet? They forge a friendship that transforms both their personal healing journeys and professional approaches to helping others through grief.In this vulnerable and insightful conversation, host Chris Dale welcomes fellow financial planner Daniel Kopp, MA, MS, CFP®,MQFP® to share his remarkable journey from Air Force officer to specialist financial planner for widows and widowers. After becoming the primary caregiver for his first wife Sarah during her illness and eventual passing, Daniel navigated his own grief journey while completely rethinking his career path.Daniel reveals how his experiences shaped his unique perspective on financial planning, particularly around risk management and healthcare costs. "Having gone through this personal experience and seeing what it would look like when I had to step away...what if I hadn't had the capacity financially? That could have been ruinous," Daniel explains, highlighting how personal tragedy fundamentally altered his professional outlook.The conversation takes a fascinating turn as Daniel discusses his current work combining financial planning with financial therapy techniques. He's developing specialized interventions for grieving individuals who suddenly become their household's financial decision-maker while struggling with emotions like money avoidance. This innovative approach addresses both the practical financial challenges and the emotional barriers that can prevent effective financial management during grief.Perhaps most powerful is the friendship that has developed between these two advisors who found each other through shared experience. They serve as accountability partners, offering candid feedback as they navigate both personal healing and professional growth. Their relationship demonstrates how grief, while isolating in many ways, can forge meaningful connections that enhance both life and work.If you're navigating grief yourself or supporting someone who is, this conversation offers valuable insights into building resilience, finding purpose after loss, and creating the foundations that help weather life's most challenging storms. Connect with Daniel at wisestewardshipfp.com to learn more about his work with widows and widowers.Support the showDid you know you can now Help Us Continue Making Awesome Content for Listeners Affected by Grief!Thanks for listening! Follow us on twitter or follow us on Facebook. You can also find us on LinkedIn.
MONEY MATTERS DISMISSED OBLIGATIONS
Ever wonder why your projected supply chain savings don't always show up the way you expected on the financial statements? On this episode of Power Supply, we welcome Doug van Houten, Strategic Consultant-Materials at Multiview Financial Software, to break down key finance and accounting concepts that can help supply chain professionals work more effectively with their finance teams. From double-entry accounting and ERP transaction timing to accounts payable procedures that can make or break vendor relationships, Doug shares the key concepts that transformed his effectiveness as a supply chain leader and eliminated costly miscommunications with finance teams. If you're looking to strengthen your finance knowledge or improve collaboration between departments, tune in today to discover how Doug's expert insights can help you bridge the gap between supply chain operations and financial performance! Once you complete the interview, jump on over to the link below to take a short quiz and download your CEC certificate for .5 CECs! – https://www.flexiquiz.com/SC/N/ps14-07 #PowerSupply #Podcast #AHRMM #HealthcareSupplyChain #Finance #Accounting #Leadership
MONEY MATTERS WHOLE JOB OR PART TIME
God operates on a different economy – He has His own source, even when ours runs out. God's overflow is accessed by simple faith and obedience. Let's choose to store our treasure in heaven!
In this week's episode of Money Matters, brought to you by Greenberg Financial Group, we break down a dramatic week in the markets—where geopolitical tensions collided with economic optimism.The biggest headline? A major escalation in the Middle East, as Israel launched targeted strikes on Iran's nuclear facilities, taking out senior military leaders. The result: oil prices spiked, risk assets pulled back, and safe havens like gold and Treasuries saw a surge. Investors are now on edge heading into the weekend.Earlier in the week, markets were buoyed by encouraging inflation data and renewed cooperation between the U.S. and China, pushing stocks back near all-time highs—until Friday's events reversed that momentum. We walk you through the full picture.In this episode:Market reaction to the Israel-Iran conflict and what it could mean for energy, defense, and safe-haven assetsKey company earnings and which names are most vulnerable to global instabilityA clear, simple explainer on Bitcoin and stablecoins — what they are, how they work, and whether they deserve a place in your portfolioA breakdown of Project Stargate — a massive AI data center buildout in Texas — and the infrastructure plays investors should be watchingIf you're looking to understand what just happened, what's likely to happen next, and how to position smartly through it all — this episode delivers.If you would like to contact us to learn more about our firm 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
MONEY MATTERS POWER OF NUMBERS
On this week's Money Matters, Scott and Pat break down why the recent bear market recovery was unusually fast—and what that means for investors—while exploring how AI is reshaping how individuals plan and invest. They also highlight the risks of being overly concentrated in employer stock and take real-life listener calls on long-term care insurance, real estate strategy, and achieving financial independence through alternative lifestyles. It's a well-rounded discussion packed with practical advice on rebalancing, tax strategy, and making smart money decisions in uncertain times. 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.
CapeTalk’s Sara-Jayne Makwala King is joined on Weekend Breakfast by Mark Philipps, Head of Portfolio Management & Analytics at PPS Investments. Weekend Breakfast with Sara-Jayne Makwala King is the weekend breakfast show on CapeTalk. This 3-hour morning programme is the perfect (and perky!) way to kickstart your weekend. Author and journalist Sara-Jayne Makwala-King spends 3 hours interviewing a variety of guests about all things cultural and entertaining. The team keeps an eye on weekend news stories, but the focus remains on relaxation and restoration. Favourites include the weekly wellness check-in on Saturdays at 7:35am and heartfelt chats during the Sunday 9am profile interview. Listen live on Primedia+ Saturdays and Sundays between 07:00 and 10:00am (SA Time) to Weekend Breakfast with Sara-Jayne Makwala-King broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/AgPbZi9 or find all the catch-up podcasts here https://buff.ly/j1EhEkZ Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
My Life As A Landlord | Rentals, Real Estate Investing, Property Management, Tenants, Canada & US.
They say most people would rather be in the coffin than giving the eulogy at a funeral. The fear of public speaking is a real thing and feels an awful lot like the fear of being a first-time landlord. Toastmasters is a great organization who helps build confidence in not only public speaking, but in life. Recently I was asked to speak about rentals at a Toastmasters Club called “Money Matters” and the meeting was all about rentals. In fact, the meeting was so much about rentals, that I have asked two of the Toastmasters from the Money Matters Club today to join me in a roundtable of rental questions. Hear us discuss many topics that we didn't get to during the meeting. Enjoy!
On this week's Money Matters, Scott and Pat tackle some hot financial topics—starting with the gold rush (yes, even Costco's in on it). They break down what gold can and can't do for your portfolio. Then it's life insurance: if you've got an old whole life policy, is it still worth it, or should you cash it in and reinvest? They also help listeners navigate tricky tax planning moves, like tracking after-tax IRA contributions and understanding required minimum distributions (RMDs). Later, Victoria Bogner, Allworth's Head of Wealth Planning, shares how one client used a covered call strategy to generate $90,000 a year—without selling a single share of stock. 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.
Cost cutting is in the headlines everywhere you look. In this episode of Money Matters, Chad P. Wilson shares some insights on how to engage in cost cutting conversations in ways that are productive. This episode was recorded on June 3, 2025 by President Chad P. Wilson of Foundation Bank.
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!
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.
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.