Podcasts about money smarts

Our guest, Dr. Caroline Jurisich, joins Discover Lafayette to discuss her inspiring work with The Quad, a Lafayette-based program helping adults with intellectual and developmental disabilities continue learning, building independence, and forming meaningful social connections after leaving school. A Lifelong Passion for Education and Inclusion Originally from North Louisiana, Caroline earned her bachelor's degree in communications from LSU and initially worked in that field. But her career path changed after she began working with students who had emotional and behavioral challenges. She went on to earn her Master's at UL Lafayette and taught in the Lafayette Parish School System before being recruited to help develop and teach in UL LIFE, an inclusive post-secondary education program for students with intellectual disabilities. “When I started with UL LIFE in 2014, there were about 200 programs like it in the country,” she recalled. “Now, there are 364.” The program, which began as a small pilot with local students, has since expanded to 35 students from across the U.S. who live on campus, participate in university classes, and are fully integrated into campus life. As the program grew, Caroline noticed a troubling pattern: “Once these students graduated, they secured employment, but there was still a gap in opportunities for continued learning and in maintaining the skills they'd developed.” That realization led her to found The Quad in 2023. Filling the Gap After Graduation Located in the Oil Center at 1021 E St Mary Blvd., Suite A, The Quad serves adults aged 18 to 62 who have completed high school or college-based programs and are seeking continued education, social engagement, and life skills training. “I'm a big believer in building a strong foundation before branching out,” Caroline said. “We're focused on what we call learning sessions—structured, engaging opportunities to develop practical skills without feeling like school.” The Quad offers 26 sessions a week, each about real-world abilities: Money Smarts: budgeting, banking, and financial literacy. Vocational Training: preparing for, securing, and maintaining employment. Social and Relationship Skills: navigating family, friendship, and workplace dynamics. Independent Living Skills: cooking, meal planning, grocery budgeting, and household management in their full kitchen lab. Each session is small and tailored. “We want to make sure it's meaningful for every individual,” she said. “Independence doesn't necessarily mean doing it all by yourself—it means knowing when to ask for help, knowing your strengths, and building on both.” The Quad also emphasizes community engagement. Members participate in service projects such as filling the Lafayette Community Fridge, supporting Second Harvest, and organizing toy drives. “We remind our members that to be an active, engaged part of your community, you also have to give back,” Caroline said. Creating Belonging and Connection Social isolation after leaving school is a major challenge for adults with disabilities. Caroline has seen firsthand how The Quad helps bridge that gap. “There's so much research on the impact of isolation—higher rates of depression and anxiety once individuals leave school,” she explained. “At The Quad, they have a space for connection, shared experiences, and casual practice of social skills.” Each Friday, The Quad hosts Happy Hour—a relaxed afternoon where members gather for games, conversation, and community. “Some play air hockey, some just hang out. For many, weekends can be isolating, so this helps fill that gap with friendship and laughter.” Members often form their own social groups. “We've had young men who didn't know each other before The Quad but now meet regularly to play cards or go out to lunch together. That's huge.” A Member-Focused Community

In this episode, we sit down with Jenny Groberg, founder and CEO of BookSmarts Accounting, to talk about what it really means to feel confident with your finances. Jenny brings both strategic know-how and real-life perspective as a CEO, financial educator, and mom of five. We discuss how personal and business finances differ (and why it matters), how AI is transforming bookkeeping and accounting, and what financial habits truly build long-term success. Jenny also shares empowering advice for women and younger professionals who want to feel more in control of their money, plus one common financial myth she wishes everyone would leave behind. Don't forget to subscribe, leave a review, and share this episode with someone who could benefit. For future podcast topics, you can email us at askcreatingwealth@taberasset.com. Jenny's company: BookSmarts Accounting & Bookkeeping BookSmarts Instagram: @Booksmartspro Jenny's Instagram: @thejennygroberg 

Helping kids build real-world money skills early on sets them up for lifelong success. In this episode, you'll discover practical ways to make financial conversations and habits more family-friendly, empowering everyone in your household to grow together.

Timestamp 00:12 – Introduction & Welcome 01:36 – From Navy Fighter Pilot to Wealth Coach 03:04 – What Does Wealth Really Mean? 05:04 – Why Kids Don't Learn About Money 06:37 – Unlearning Money Myths 08:50 – How Kids Can Start Building Wealth Without a Job 10:36 – Teaching Kids About Money & Credit 13:55 – 3 Steps to Building Wealth as a Kid 15:48 – Common Money Mistakes Adults Make 17:15 – Advice to My 14-Year-Old Self 18:36 – Where to Learn More About Mike 19:04 – Recap & Closing Thoughts Financial education isn't just for adults — and it's never too early to start! In this empowering episode of The Holistic Kids' Show, former U.S. Navy fighter pilot turned wealth coach Mike Brown shares practical tips and real-world strategies to help kids and teens build wealth, save money, and make smart financial decisions. Mike explains why true wealth is more than just money — it's freedom of health, time, relationships, and mind. You'll learn why schools don't teach kids about money, how to start earning and saving even without a job, and the importance of spending less than you earn. From lemonade stands to investing, Mike breaks down key concepts like credit, budgeting, and making your money grow. Whether you're a kid, teen, or parent, this episode will inspire you to take control of your finances, create healthy money habits, and build a life you love.   ---- Learn more about Dr. Madiha Saeed at https://holisticmommd.com, or follow her on social media @HolisticMomMD

What does it really mean to be financially fulfilled, and how has the path to wealth changed for younger generations? In this conversation recorded at the Aspen Ideas Festival, host Kelly Corrigan sits down with Edward Jones Managing Partner Penny Pennington and finance influencer and educator Vivian Tu to explore how money psychology shapes our decisions, why traditional retirement models are breaking down, and what families can do to navigate the largest wealth transfer in American history. From the comparison trap fueled by social media to the sandwich generation caring for both parents and children, Pennington and Tu offer practical insights on building financial literacy, having honest money conversations across generations and redefining what middle-class prosperity looks like in today's economy. Whether you're helping your twentysomething get started or planning for your own financial future, this episode challenges assumptions about money, success and what it takes to build lasting wealth. Special thanks to the Aspen Ideas Festival where this episode was recorded. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Vancouver banker Herman Day shares playful, age-appropriate ways to teach financial literacy from preschool through adulthood, proving money talks can be fun. https://www.clarkcountytoday.com/opinion/opinion-a-fun-guide-to-teaching-money-smarts-at-any-age/ #FinancialLiteracy #MoneySmarts #Budgeting #FamilyFinance #Savings #WaFdBank

Ric Edelman, founder of the Digital Asset Council of Financial Professionals and former head of Edelman Financial Engines weighs in on how to responsibly incorporate crypto investing into any diversified portfolio, explains why 60/40 is dead… because you're not going to be… and discusses the importance of instilling financial education in the next generation. 

In this edition of AAPC Social Hour, Sabrina Skeldon shares how to give physicians a financial literacy checkup, while Heather Greene dives into the key performance indicators that define a top-notch CDI team.

Season 5 of Shaping Our World kicks off with an insightful conversation featuring Angelique de Montbrun, CEO of Mydoh, a money management app designed to empower kids and teens with real-world financial skills. Angelique shares her expertise on fostering financial literacy from an early age, the impact of digital tools on money management, and how parents can help their children build healthy financial habits. Whether you're a parent navigating conversations about money or a young person eager to take control of your finances, this episode is packed with valuable insights.  

People First Money Smarts Made Easy - Lee-ann Wightman and Alaina Van Koten from People First introduce a free money-management course for people with a learning/intellectual disability. This show was broadcast on OAR 105.4FM Dunedin - oar.org.nz

Are you ready for it?Join hosts Rachael Deleon and Dr. Mary Carlson for an engaging episode featuring special guest Amanda Christensen, AFC, Extension Professor at Utah State University, and Founder of Utah Money Moms. In our latest episode, Amanda shares her passion for empowering women on their financial wellness journey and reminds us how cultivating community can inspire women to take control of their financial futures. You'll learn how to engage with your local cooperative extension, the power of PowerPay, and how the AFC has been so valuable to the work of a financial educator. Amanda is on a mission to transform lives with real-life money smarts.Show Notes: 03:04 What led Amanda to the world of extension06:46 Amanda's secret weapon to debt elimination09:29 Shaking off financial stress resources11:04 The Power Pay Money Master Course community 11:53 An inside look into Empowering Financial Wellness statewide program13:36 Diving into Utah Money Moms18:01 Amanda's journey to the AFC20:31 The path to the extension world 22:49 Amanda's final 2 centsShow Note Links: Power Pay Power Pay Money Master Online Course Finance Extension Empowering Financial Wellness Program Utah State Extension Resources Find your state's extension office Utah Money Moms InstagramUtah Money Moms Utah State University Want to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

After spending a combined 20 years as a Financial Advisor and Mortgage Advisor, and having countless conversations with women, Patti decided to pursue her dream of Financial Coaching for women, mainly because she's a teacher at heart and she loves to educate and empower women with money smarts. Understanding that money can be an overwhelming topic for many, she's audaciously passionate about creating financial confidence when it comes to women's well-being. This has been the catalyst to follow her passion of empowering and educating women in their financial journey. Patti is a am a Certified Executive Coach, Certified Life Coach, hold a Real Estate Brokers license and has written and published four books. For more information, visit www.pattihandy.com.

In Episode 196 of The Bo & Luke show, we had the pleasure of hosting Tom Rutledge, a seasoned expert with 40 years of experience in the restaurant industry. Tom shared invaluable insights into the complex world of managing inventory and finances, shedding light on the critical factors that can make or break a restaurant's success.Tom emphasized the importance of staying on top of changes in food costs and advised against spending excessive time and money on implementing inventory software. Instead, he promoted the idea of monitoring and addressing issues in a timely manner by keeping things "bite-sized" for the team to manage. His practical approach and wealth of experience make his advice a must for anyone in the restaurant business.During the episode, Tom provided details about his firm and invited listeners to connect with him on LinkedIn or visit the firm's website for further contact. His expertise and dedication to bridge the gap between hospitality and profitability make him a valuable resource for restaurant owners and managers seeking to maximize their financial efficiency.After delving into the complexities of the restaurant industry, the conversation concluded with insight into the vital role of accountants in providing tools for daily and weekly measurement of success, as well as the impact of technology on labor and cost management.If you missed this enlightening episode, be sure to tune in and gain a deeper understanding of the business aspects of running a successful restaurant. Tom is a treasure trove of knowledge for anyone passionate about the culinary world.Reach out to Tom directly through is company's website: RDMS Group... "A HOSPITALITY FOCUSED ORGANIZATION WITH VARIED SOLUTIONS TO HELP YOUR BUSINESS THRIVE."Discover your leadership edge with Edge Leadership Academy. Their expert coaching transforms high performers into influential leaders. Whether in business or athletics, they tailor their approach to your unique journey. Embrace their mentorship and workshops to elevate your leadership skills. Join the ranks of those who lead with confidence and purpose. Visit edgeleadershipacademy.com to start your transformation. Edge Leadership Academy –

As the year-end approaches, they emphasize the importance of sound financial practices, discussing the impact of market challenges in 2023 and offering insights into strategic investment analysis, profitability analysis, and the value of benchmarking against well-run companies. Learn more about how our GrowthDX can improve your financial discipline!Follow Us on Facebook, Instagram, or LinkedInGet in touch InnovationJunkie.comWant to WATCH the podcast? We're on YouTube! Check it out now

“Cheat?” By this we mean… How to “Fast Track” The Property Game by getting the PROVEN method from the get-go. In all honesty… if you're looking to “rig” the system or are chasing a “Get Rich Quick” scheme you're likely not going to succeed in property investing… especially over the long term. That said, there IS a simple 5-Step framework to follow that will make your property investing experience a whole lot easier and much more fruitful… which, of course, we're unpacking in today's episode! Plus, we're diving deep into our famous Money SMARTS system – it's a no B.S. money management system that will keep you ahead of the game by trapping more surplus cash in only 10 minutes a month (yes, really!... this system is currently transforming more than 15,000 everyday folks' bank account as we speak!). On top of that, we're also walking you through the Industry Players – that is, the major players in the property industry who provide advice. Warning: Not all of these individuals can be trusted, so it's vital you know what professionals to use and which “Property Spruikers” to avoid at ALL costs! Listen now to get our proven 5-Step Framework, our simple money management system designed to trap more surplus cash AND meet all the industry players!    Here's a bit of what we cover in today's episode… The Five Steps to Property Investing – The “Yellow Brick Road” to Financial Peace Money SMARTS: The Simple Money Management System That Traps More Surplus in Less Than 10 Minutes A Month Free vs Free: Who Should Property Investors Take Their Advice From? Who is really on the side of the property buyer? What is a Buyers Agent and do you need one? How to spot a property spruiker Where should ALL of your income go? Why is an Offset Account so powerful? When should you use a credit card?  Free Resources Free Book – The Armchair Guide To Property Investing: How to Retire on $2,000 A Week (please just pay for postage – we'll pay for the book and send it anywhere in Australia for you.)  The Property Couch Podcast – The Insider's Guide to Property Finance and Money Management (This is Australia's #1 Property Podcast with over 307+ episodes that features HEAPS of simple and actionable frameworks, countless interviews with the best minds in the Australian property and finance industry and a ridiculous number of free resources to help you at any stage of the property investment journey) Free ebook – Make Money Simple Again – Financial Peace in Less than 10 minutes a month (the user manual to our Money SMARTS system)  Episodes from The Property Couch to Further Support You… Episode 011 | Property Spruikers Episode 53 | The Money SMARTS System Episode 194 | Seven Tips to Trap Your Surplus Cash Episode 259 | Q&A: A Tax-Saving Hack For An Offset Account, The Simplest Way to Keep Track of Your Properties and How To Distinguish “Emotional Value” from “Property Value” Episode 018 | What is a Buyers Agent and Do You Need One? 

Tess Connolly LCSW talks with Dawnette Palmore the founder and owner of Your Money On Purpose Coaching. On today's podcast they discuss how we can help our children have an understanding of money and how we can help them create a good relationship with money on their journey into adulthood.          Dawnette shares her journey of how she came to be working in this area.    Tess and Dawnette talk about how we can help our children have a good relationship with money.  Dawnette shares how she started to help her children understand money through some different strategies.     Tess and Dawnette discuss the importance of language when we are teaching our children about money.  Dawnette talks about what she teaches through her program “Money Smart Academy” and also her video game “Money Mavericks” and how it can help you and your children.   Dawnette speaks about the importance of talking to our children about money and having these conversations.  Dawnette is most grateful for her life, her family and where she lives.     

Thanks for listening! Below is the link to Summit Credit Union that we referenced during the conversation. We hope you will find Summit Credit Union's Money Smarts resources helpful.Summit Credit Union Money Smarts Events Money Smarts Blog Money Smarts Calculators Money Smarts Worksheets Money Smarts Checklists Money Smarts Infographics Money Smarts Podcasts For additional legal or financial support, contact the Employee Assistance Program (EAP) through the links below, or connect with your HR department to learn more about available EAP services. EAP for all Wisconsin State Agencies through DOA EAP for the University of Wisconsin System campuses EAP for the City of Madison If you have any feedback or recommendations for guests for a future episode, please click here to take our survey. 

Did you know that how you were raised and what you witnessed about money impact how you spend and save?  Guest Michelle Francis is the owner of Life Story Financial in Denver whose slogan is: "Money is the heart of our life story," as well as a mom to three, two who have Phenylketonuria (PKU), a rare metabolic disease diagnosed at birth.  She's found in her work as a financial planner that our life story and upbringing affect how we use money.  The second in a series about financial planning and sharing our money stories, Developing Family Money Smarts relates to the How to Talk about Money episode with Kathleen Burns Kingsbury.  Francis and host Annette Hines discuss the importance of sharing our stories and money history to identify what motivates us so we can accomplish financial goals and spend mindfully. They also touch on impacts on families with complex medical needs of U.S. formula shortage earlier in 2022.  Learn more on our website: https://specialneedscompanies.com/developing-family-money-smarts/ as well as on the Life Story Financial website: http://www.lifestoryfp.com/ Have an idea for a podcast episode or a guest you'd like to hear? Share it with us: https://specialneedscompanies.com/podcasts/

After an illness interrupted her post-active-duty work as a cable internet technician, Daphne Jones began an extensive study of finances and wealth. Finding herself drawn to a career in life insurance, she continued to learn all the ways she could make her money make more money. In the past few years, Daphne has turned her career path to teaching other Gen X women how they can build wealth - from simple investment strategies to side hustles to the emerging world of bitcoin. To join her Bitcoin Made Easy class on July 19th, 2022, check out: https://thesmartmoneychick.com/landing-page/ You may also find Daphne on Facebook: https://facebook.com/tsmchick And be sure to check out her live and recorded podcasts either on your favorite podcasting platforms or on YouTube: https://www.youtube.com/channel/UCF39QwqATvqJUhgxFNJKiYg #wealth #GenXmom #bitcoin

In this episode of Money Smarts, a podcast of Summit Credit Union, we talk with a certified credit union financial counselor about how to aim to thrive, instead of just survive. How you feel about money and your relationship with money is going to affect your ability to achieve your financial goals. Learn how to start feeling empowered, excited and confident about your financial wellness.

In this episode of Money Smarts, a podcast of Summit Credit Union, we talk about how finances can impact your wellness. The idea of wellness includes more than just physical or mental aspects - and money problems can impact your overall wellness. There's a statistic that says 72% of us are stressed out about our money. Find out how to reduce that financial stress and be more financially well. Our financial wellness experts provide insight and actionable tips.

Making Margin PodcastEpisode 36 - To Roth or Not to Roth Welcome to the Making Margin podcast! Greenway's team is here to discuss common financial mistakes and to help you navigate them. Meet the voices behind this episode of Making Margin:NickJeffDrewToday we're talking about Roth IRA and 401(k); something we discuss with almost every client. What are the advantages and disadvantages? Who do they make the most sense for?Discussion Topics:A quick overview of Roth rulesWho should take advantage of the Roth option?Tax diversificationRMDsLegacy Resources:https://www.schwab.com/ira/roth-ira/what-is-a-roth-irahttps://www.schwab.com/resource-center/insights/content/should-you-consider-roth-401k

Yep, you read that right. Jess Brady is here to tell you how a simple trick you could not only be saving money on your bills, but might even make you extra cash! CREDITS Host: Rachel CorbettContributor: Financial advisor and co-founder of Ladies Talk Money and Fox & Hare Financial Advice, Jess Brady. Check her out at @jessbrady_financialadvice or Ladies Talk Money.Managing Producer: Elle BeattieLead Producer: Rachael HartProducer and Editor: Amy Kimball This episode of Small Change does not constitute financial advice or take into account individual circumstances. Always seek your own independent financial advice. See omnystudio.com/listener for privacy information.

Darrell Harris joins Jessica to talk about the Student Money Management Center (SMMC), USU's FREE financial resources geared towards helping students develop good money habits that make them more likely to persist and thrive while studying. You can learn more about the SMMC at usu.edu/smmc.--Connect with USU OnlineWebsite | Facebook | Instagram | LinkedIn | Twitter

Welcome to the Legacy Investing Podcast. In this episode, Nathan and Josh discuss the Money SMARTS system, a money system formulated by the Property Couch hosts, and also a simple and effective dollar cost averaging investing strategy. *Disclaimer* All information on the Legacy investing podcast is the opinion of the hosts and is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of The Legacy Investing Podcast and any contributors to the podcast are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions, you should consult a licensed financial professional.

Today, we're talking about how private enterprises are working together to ensure the next generation has a deep, default, and durable attitude towards building wealth long term.Let me ask you a question here though: In the absence of a default financial education program reaching your kids, would you be happy for them to receive guidance from sources in the business community? Would you trust a bank in delivering some education to your kids, a financial adviser, and insurance company, a KiwiSaver provider or other fund manager? Of course, we'd potentially prefer a source where there was no other incentives at play – BUT, I think having the 'right' incentive structures alone, isn't enough to create good outcomes.  I'm a believer that even in situations where the incentive structures behind some initiatives are skewed towards growing a private enterprise, or even just virtue signalling, good outcomes will still be created. That has to be a good thing right? The purest of motivation is not a replacement for a lack of action. I can think of a few great examples recently where the government is reluctant, or even incapable, of allowing private initiatives to fill gaps they clearly have.  This is evident at the moment in areas of housing, alternative forms of money, and mental health especially. Either they accept they need a strong [gum]boot up the rear-end, or they step aside with some degree of humility and the let the experts have a go. Yes we do need Government, but the community can indeed solve some problems thank you very much!In the area of financial education, I'm super encouraged to see the likes of the FMA, and the Commission for Financial Capability, really starting to infuse themselves in the market place. Still, there's a place for for more participants who work in the finance space to organise themselves in a way that solves the problem also.To learn more about how Banqer and Partners Life is working together, check out https://high.banqer.co/partners-life____________________________________________________________The NZ Everyday Investor is brought to you in partnership with Hatch. Hatch, let's you become a shareholder in the world's biggest companies and funds. We're talking about Apple and Zoom, Vanguard and Blackrock.So, if you're listening in right now and have thought about investing in the US share markets, well, Hatch has given us a special offer just for you... they'll give you a $20 NZD top-up when you make an initial deposit into your Hatch account of $100NZD or more. Just go to https://hatch.as/NZEverydayInvestor to grab your top up. __________________________________________________________________Like what you've heard?You can really help with the success of the NZ Everyday Investor by doing the following:1- Follow the NZ Everyday Investor on Clubhouse.2- Write a review on Facebook, or your favourite podcast player3- Help support the mission of our show on Patreon by contributing here4- To catch the live episodes, please ensure you have subscribed to us on Youtube: 5- Sign up to our newsletter here6-Tell your friends!NZ Everyday Investor is on a mission to increase financial literacy and make investing more accessible for the everyday person!Please ensure that you act independently from any of the content provided in these episodes - it should not be considered personalised financial advice for you. This means, you should either do your own research taking on board a broad range of opinions, or ideally, consult and engage a financial adviser to provide guidance around your specific goals and objectives.If you would like to enquire around working with Darcy (financial adviser), you can schedule in a free 15 min conversation just click on this link______________________________________________________________________ 

In this episode of Big Girl Money our first segment is an interview with former actress and current VP of Engineering at Flatiron Health, Cat Miller! Cat dishes out all types of career advice including her unique take on sexism in the workplace and how to handle the pressure to climb the corporate ladder. Lastly, our Big Girl Money Investment Circle has been such a success that we decided to bring some of the things we've learned to our listeners in our newest segment, Money Smarts!

In this episode of Money Smarts, a podcast from Summit Credit Union, we talk about popular scams and how fraudsters trick you into sharing information you shouldn't. Learn about these common scams and get tips to protect yourself from fraud with Lisa Ryerson, one of Summit Credit Union's fraud specialists.

Welcome to the Legacy Investing Podcast. In this episode, Nathan and Josh discuss the Money SMARTS system, a money system formulated by the Property Couch hosts, and also a simple and effective dollar cost averaging investing strategy. To get access to Josh's course at a discount, go to: www.fundamentalinvestingcourse.com/ficspecial *Disclaimer* All information on the Legacy investing podcast is the opinion of the hosts and is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of The Legacy Investing Podcast and any contributors to the podcast are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions, you should consult a licensed financial professional.

Haley Sacks, aka Mrs. Dow Jones, on empowerment through personal finance. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode originally aired on September 10, 2020. The COVID-19 pandemic has done a big damage to the American economy.

This episode originally aired on September 10, 2020. The COVID-19 pandemic has done a big damage to the American economy.

The COVID-19 pandemic has done a big damage to the American economy.

The COVID-19 pandemic has done a big damage to the American economy.

#007: Julie welcomes her financial advisor and money genius, Scott Warner.  Together they will dispel the myths of a dramatically and rapidly fluctuating stock market. They will talk about how you can be smart about your money in times of rapid change. They will dive into ways to use proven investment strategies to shift your thinking and harness the power of positive focus, minimizing losses until things return to normal. Discover why now may be the perfect time to re-evaluate your money priorities. Learn creative ways to get access to cash when rapid change impacts your reliable income. Tune in to get smart about your money no matter what radical change is happening in your life.

#010 - In episode 7, Randi Levenbaum shared her story of how she made a goal at age 20 to retire early and ended up doing so at age 43! Well, that show got a great response and many requests to define some of the terms and techniques Randi mentioned. What are stocks and bonds? What are mutual funds? What is the difference between an IRA and a Roth IRA? How about a 401K? How do I set financial goals?Soooo, because she is so awesome, Randi is back again to do more of a Q and A and clear up some of the mystery for you. Terms like financial planning, “make your money work for you”, “the market”, portfolio, net worth, and many more are about to finally make sense!Now that you speak the language, you can go out there more confidently and be in control of your money and your financial future. You can find this episode at Howtolife.com/010

In this episode of Money Smarts, a podcast of Summit Credit Union, we're talking with a collections specialist to debunk common myths, understand how the process works and learn why it's so important to work with them. In the end, we want to be a money mentor and provide help.

“I needed to set something up so it's essentially on autopilot and I'm protected from myself.” Brendan Gale and his partner Marrissa have an unusual way of running our Money SMARTS system that we think is pretty cool. At first, [...] CONTINUE READING The post Episode 267 | The Unorthodox Twist To The Money SMARTS System & Why It STILL Works – Chat with Brendan appeared first on The Property Couch.

“Your eyes are over every cent.”  Before we switched on the microphones, TPC listener Keren White wasn't sure if she'd have anything ‘worthwhile' to share. But just like every other guest in our Summer Series, her real-life experience with the [...] CONTINUE READING The post Episode 266 | The Wake-Up Call That Demanded Change and How She Used Money SMARTS To Get Back On Track – Chat with Keren appeared first on The Property Couch.

In this episode of Money Smarts, a podcast of Summit Credit Union, we talk with a local mom who gave up her day job to follow her dream - even though she quit for a little while, she never gave up. Hear how she brought her business plan to life as a successful small business owner who now supports other entrepreneurs and continues to instill the entrepreneurial spirit in her children.

In this episode of Money Smarts, a podcast of Summit Credit Union, learn what to do when your side hustle becomes something more. Our financial experts share insight on how and when to open a business banking account. Plus, find out what other types of help your financial institution can provide when your hobby grows into a business.

In this episode, Lacey Filipich and I talk about some moneysmarts for Miners. Lacey conducted a Financial Consultation on my personal situation and offered some great advice on minimising financial burdens and stresses. She provides some awesome tips that everyone needs to hear. Make sure you check out Lacey’s Money School website at https://www.moneyschool.org.au/ and make sure you follow Lacey and Money School on Linkedin.  Also check out Lacey’s Tedx talk on becoming financially independent at https://www.youtube.com/watch?v=XSHNDyinZSQ. Thanks again to Tasman Safety and Training Services for their ongoing support of Life of Mine.  

In this episode, Lacey Filipich and I talk about some moneysmarts for Miners. Lacey conducted a Financial Consultation on my personal situation and offered some great advice on minimising financial burdens and stresses. She provides some awesome tips that everyone needs to hear. Make sure you check out Lacey's Money School website at https://www.moneyschool.org.au/ and make sure you follow Lacey and Money School on Linkedin.  Also check out Lacey's Tedx talk on becoming financially independent at https://www.youtube.com/watch?v=XSHNDyinZSQ. Thanks again to Tasman Safety and Training Services for their ongoing support of Life of Mine.  

In this episode of Money Smarts, a podcast of Summit Credit Union, we're discussing tips you can use to prepare your teen for financial independence. By creating solid money habits at a young age, you can set your kids up for a successful financial future.

In this episode of Money Smarts, a podcast of Summit Credit Union, we're talking about resources to help you start a business, manage your business so that you can grow it, and then help grow your leaders. We recently sat down with Julie Wood, the education program manager and Youth Entrepreneur Camp director for UW-Madison Small Business Development Center, who gave insight into a free online class on the first steps to starting your business and other resources that can help you turn your small business dreams into a reality.

Other than love the subject of money is mentioned more times than any other subject in the entire Bible!!!! Pastor Garry Clark speaks about our personal finances in the message, “Money Smarts!”

Folks, we've got your voicemail messages… and, yep, today we're giving you our reply! ‘Cos it's out favourite day of the month… Q&A Day where we answer YOUR SpeakPipe Questions! And, we've gotta admit… a few of you folks have [...] CONTINUE READING The post Episode 237 | Q&A: Barefoot Investor or Money Smarts – What's the difference, Loan Structure for Rentvestors, Pros & Cons of Buying a Company Title Property and more! appeared first on The Property Couch.

In this episode of Money Smarts, a podcast of Summit Credit Union, we're talking with a financial coach who's helped people like you go from living paycheck to paycheck or feeling stressed about money to living their goals and dreams within a year. Listen to learn how you can find the money to reach your goals.

In this episode of Money Smarts, a podcast of Summit Credit Union, we're talking about simplifying the home buying process. We recently sat down with Debbie Olson, a mortgage lending officer with more than 20 years of experience, to get answers to the most commonly asked home buying questions and to help you make the right mortgage money moves when you're ready.

In this episode of Money Smarts, a podcast of Summit Credit Union, we're talking about how decluttering your home can actually set you up to achieve your goals and dreams in life. We recently sat down with Nicole Gruter, owner of the small business, Positive Space. For the past ten years, Nicole has been going through every stage of decluttering, downsizing, and letting go. For her, it’s been a powerful journey that led to a career change, a massive amount of debt paid off, and so much more.

Message 4 of 4 in the "Money Smarts" series

Message 4 of 4 in the "Money Smarts" series

Message 3 of 4 in the "Money Smarts" series

Message 3 of 4 in the "Money Smarts" series

Message 2 of 4 in the "Money Smarts" series

Message 2 of 4 in the "Money Smarts" series

Message 1 of 4 in the "Money Smarts" series

Message 1 of 4 in the "Money Smarts" series

Today I'm excited to welcome two zany and loving grandmas to the show.  Debbie Todd, a spunky CPA, and Phyllis Matson, an amazing theater creative, have merged their passions to bring belly laughs and fun learning to life using online interactive theater! Their Adventures in Puppetopia and Smart Money Commanders™ programs, bring short, powerful and practical lessons right into your home...with lots of easy-to-follow activities for your little commanders and helpful "teachable moments" resources for parents too!  Let's meet Debbie Todd and Phyllis Matson and dive into the two skills all children need to be successful in life:  1) Positive CHARACTER skills and 2) being smart with MONEY!   Debbie and Phyllis have designed a puppet theater with the mission of teaching kids about financial literacy and how to be money smart. They identify many of the reasons why kids need to learn money stills young - before the age of 7 even. So, as parents we want to introduce those money skills even before school, or in addition to school. It's important that the lessons we teach about money go beyond identifying coins and knowing the value of money - we need to be teaching the emotional, psychological, and planning aspects of money management.   They have 92 puppets who help them teach various aspects of financial literacy. Their shows not only teach the skills they need to know - they also show the kids examples of what happens if things go wrong. During the puppet shows, the kids are learning, as are the parents!If we don't have strong money skills then we're setting ourselves up to always overextend ourselves without thinking about the consequences. 43-50% of American families have less than $500 in savings - which is scary and not the way we're supposed to live. Money problems can impact many other areas of our lives: relationships with your spouse, kids, clients... your sleep...your health... etc. Learn more about the FamilyPreneur Business Accelerator and join today at »familypreneur.co« I'm committed to building an inclusive and anti-racist business. I support LGBTQIA+ rights and the rights of all intersectional identities. I believe that business should be a force for dismantling systems of oppression and actively invest in my own learning to fulfill this role. »Read My Full DEI Statement HERE« Would you like to deliver your own private podcast feed to your audience? Sign up for a free trial today at Hello Audio.

Today I'm excited to welcome two zany and loving grandmas to the show.  Debbie Todd, a spunky CPA, and Phyllis Matson, an amazing theater creative, have merged their passions to bring belly laughs and fun learning to life using online interactive theater! Their Adventures in Puppetopia and Smart Money Commanders™ programs, bring short, powerful and practical lessons right into your home...with lots of easy-to-follow activities for your little commanders and helpful "teachable moments" resources for parents too!  Let's meet Debbie Todd and Phyllis Matson and dive into the two skills all children need to be successful in life:  1) Positive CHARACTER skills and 2) being smart with MONEY!   Debbie and Phyllis have designed a puppet theater with the mission of teaching kids about financial literacy and how to be money smart. They identify many of the reasons why kids need to learn money stills young - before the age of 7 even. So, as parents we want to introduce those money skills even before school, or in addition to school. It's important that the lessons we teach about money go beyond identifying coins and knowing the value of money - we need to be teaching the emotional, psychological, and planning aspects of money management.   They have 92 puppets who help them teach various aspects of financial literacy. Their shows not only teach the skills they need to know - they also show the kids examples of what happens if things go wrong. During the puppet shows, the kids are learning, as are the parents!If we don't have strong money skills then we're setting ourselves up to always overextend ourselves without thinking about the consequences. 43-50% of American families have less than $500 in savings - which is scary and not the way we're supposed to live. Money problems can impact many other areas of our lives: relationships with your spouse, kids, clients... your sleep...your health... etc.

#55: THAT is Debbie Todd, a multi-certified in accounting and finance, a nationally published writer and has been a passionate financial literacy instructor for over 15 years.   God led her on this very interesting and divine journey to partner up with Phyllis Matson to educate young children and parents about money by using puppet theater. In her own words: “The most common financial regret I have heard in my 20 years as a CPA and financial educator is that parents wished they were more confident with their own money skills, so they could help their kids be money-smart too. Unfortunately, the tragic reality is that money problems are cited as the single largest cause of crime, family stress, strife and breakups in the US -and extends globally” And I love what she quoted her partner, Phyllis said: “Tomorrow's Philanthropists and World-Changers are sitting in booster seats today!  AND...Kids learn MOST of their money habits by AGE 7! “ Hello, Kelly here :)   Thank you so much for choosing to be here, I know your time is precious, I don’t take it lightly, I’d do my best to worthy of your investment. This podcast is sponsored by Christian CEO University Campus.  The place to be for Christian Coaches, Experts, and Leaders who are serious about building a full-time profitable business utilizing online marketing strategies, establish their ecosystems and create impacts at the marketplace.   Inside the Campus we have all things to help grow for your business and for your personal development as a Christian CEO;  such as spiritual mindset shifting, Ecosystems building, systems + process blueprints and templates, and of course, the mastermind environment of private group with your fellow sisters + brothers in Christ who are aiming the same goal – shining bright light in the marketplace and lead like Jesus.  Visit https://KellyBaader.com/CCU (https://kellybaader.com/CCU) Key Lessons From This Episode: Debbie’s journey from Corporate CPA to entrepreneur and now the expert in educating kids and families about money smarts. Their plan to empower 1 million kids with solid money skills by 2020. Official BIO for Phyllis and Debbie Phyllis Matson Founder and Lead Puppeteer Ever since she was a little girl, Phyllis has loved the arts, dressing up and entertaining others. Since 2010, Phyllis’s love of theatre, her passion for children and her unstoppable imagination have been thrilling children young and old with wholesome, uplifting and practical puppetry shows…and there’s still so much more to come… Debbie Todd CPA, CTP, CGMA, CFEI and Lead Puppeteer Debbie’s passion to help families learn and grow in their financial knowledge is the perfect backdrop for teaching sound age-appropriate money skills to children – empowering them to build good spending and saving habits early in life, so they are better prepared to avoid the “money-madness roller coaster” that plagues so many families. Simply stated, “Money Smarts” (and the peace of mind that comes with them) are truly a PRICELESS Gift! You know you have so many professional skills and expertise, but you feel a bit challenged to transfer it to your online business? If so, you are in the right place. I have prepared several free gifts for you. Just go to KellyBaader.com/Learn to access. If you are interested to be part of CCU Campus, visit https://KellyBaader.com/CCU (https://KellyBaader.com/CCU) .  Remember, YOU Matter! See you in the next episode.

Freak Out or Buckle Up Baby!? Interesting international events could impact NZ big time - is this good or bad? In some parts of Europe, interest rates have actually been negative - what does this actually look like and what does this mean for an economy when you have to pay for the privilege of storing money there? Growth in NZ may be slow, but it should be in the right direction from here at least - slow and steady wins the race. As the centre of trade pivots around to the East, how does NZ benefit? It's not just about China, it's India too we should watch out for and even start preparing now for. A little about Jarrod Kerr: JP Morgan, to CBA to Credit Suisse, to CBA and now back home where he belongs at Kiwibank. Jarrods appetite for learning is only matched by his depth of knowledge and understanding of fixed interest markets and macro-economics. https://www.linkedin.com/in/jarrodkerr/ In Part Two we continue the discussion with Jarrod Kerr, Chief Economist at Kiwibank.

This episode features an interview with Lisa Chastain, as she talks about how she helps millennial women out there who want to make great choices with their money but they are tired of being sold a bunch of advice that doesn't work for them.   

Trump, Trade Wars, Beavers and the Banking Crisis - a chief economist breaks it all down - There's something for everyone to get stuck into with this part one recording with Jarrod Kerr - Chief Economist at Kiwibank. Interest rates How are they determined and what influences the level of interest rates at any given point in time? What's and OCR vs an MPS and why should you care? While we're at it let's take a tangential tour of what the 3 P's are and how to increase the level of productivity of an economy, we need to work on all three - how does NZ measure up? Learn how the beavers may have precipitated the very first banking crisis that you likely haven't even heard about yet - learn some of the parallels between the banking crisis of the 1890's and the Global Financial Crisis of 2007. Demographics, deflation, and brief history of interest rates are explored in today's recording and oh so much more. We hope you enjoy today's show but don't forget to subscribe also to get Part Two also! A little about Jarrod Kerr: JP Morgan, to CBA to Credit Suisse, to CBA and now back home where he belongs at Kiwibank. Jarrod's appetite for learning is only matched by his depth of knowledge and understanding of fixed interest markets and macro-economics. https://www.linkedin.com/in/jarrodkerr/

The only finance podcast in the world where you'll get this brand of random and deadly non-related topics rolled up into a fatty of fellowship and fun! It's all on with guest Derek Blank, host Darcy Ungaro and the mysterious one they call Pumpkin! 1 - The NZ Stock Exchange punches above it's weight - you may be surprised to learn it's even better to our Aussie neighbours too! Why has this been and what's on the horizon? 2 - Historically your investment in the stock market over the last 30 years would give you a greater return (assuming no leverage) than property - yet many New Zealanders snub share in favour of bricks and Mordor- Derek explains why, and while he's at it, some discussion erupts thanks to Pumpkin, around what the GFC is and why did it have to happen. 3 - 'The Fed' is explained, and contrasted to 'the OCR' and while we're at it we talk about what inflation is and how interest rates can control it - yip, there's something for everyone!! 4 - No one knows the words to 'in your neighbourhood' from Sesame St. Investing doesn't need to be boring and only the domain of fat balding men who drive Audi A5's - we're all learning and sure we're coming from different starting places, but the good thing is the market is changing so fast, you can become an expert too - we hope you enjoy the show! Show Links: Derek Blank - Linked In https://www.linkedin.com/in/derek-blank-4039b550/ Kiwi Saver Fund Finder https://fundfinder.sorted.org.nz/?gclid=CjwKCAjwj4zaBRABEiwA0xwsPwlOoumJH_Uf9OCcxrdtPrKyQKv1KZkeRi-tFuDx0azf1Rp9DqHADBoCWWsQAvD_BwE A little about Derek Blank Derek has worked in the financial services industry for over 15 years. During this time, he has held senior management roles, specialising in product management and product development. He has designed many of the financial products that exist today, protecting the lives of hundreds of thousands of Kiwis and helping them achieve their financial goals. More recently, Derek has started his own business providing financial advice to people who want to take control of what is on their financial horizon. There are three main service offerings provided by Horizon Financial Advice – Retirement Planning, Investment Management and Insurance Planning. On a personal note, Derek is married to wife Tiffany, and has two young children, so understands the pressures of raising a young family, and running a small business. Where to find Darcy Ungaro: Ungaro &Co (registered) financial advisers https://www.ungaro.co.nz Facebook: https://www.facebook.com/UFinServ/?ref=bookmarks Instagram: https://www.instagram.com/ungaro.co.nz/ NZ Everyday Investor Podcast: https://www.facebook.com/NZ-Everyday-Investor-338969376637717/ https://NZEverydayInvestor.com

[spp-playlist] Dey Rivera is a branch manager for a publicly traded financial firm. He is a husband, father, coach, teacher, educator, and leader with a passion for helping people achieve their full potential; one borne out of witnessing individuals struggling with their finances, early on in his life. WATCH Dey's TEDx Talk HERE. LinkIn with Dey HERE. BeTheTalk is a 7 day a week podcast where Nathan Eckel chats with talkers from TEDx and other branded events. Learn the tips tools and techniques that can help you give the talk to change the world at www.BeTheTalk.com !

[spp-playlist] Dey Rivera is a branch manager for a publicly traded financial firm. He is a husband, father, coach, teacher, educator, and leader with a passion for helping people achieve their full potential; one borne out of witnessing individuals struggling with their finances, early on in his life. WATCH Dey's TEDx Talk HERE. LinkIn with Dey HERE. BeTheTalk is a 7 day a week podcast where Nathan Eckel chats with talkers from TEDx and other branded events. Learn the tips tools and techniques that can help you give the talk to change the world at www.BeTheTalk.com !

What if I told you doctors do no better with their money than the average Joe?

What if I told you doctors do no better with their money than the average Joe?

On page 58 of the Armchair Guide to Property Investing, they introduced the money SMARTS system. It's a money management system and the book provided an overall summary of each section and also some tips on how you can set up this account structure yourself. But we've received some feedback that our ... The post Episode 53 | The Money SMARTS System appeared first on The Property Couch.

In this last installment of "Money Smarts" learn the Biblical principals of generosity and how to give the way God intended.

In this last installment of "Money Smarts" learn the Biblical principals of generosity and how to give the way God intended.