Podcasts about money strategies

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Best podcasts about money strategies

Latest podcast episodes about money strategies

More Than Money
Episode 284 | Deploying Dollars: Money Strategies For Military Families On The Move | Guest: Lacey Langford

More Than Money

Play Episode Listen Later Jul 29, 2024 30:42


Military families face unique financial challenges. In this episode, Lacey Langford, an expert on military family finances, joins Art to discuss managing money during the many transitions military families experience. Plus, Art answers a listener's question about how many credit cards a person should have.Resources:8 Money Milestones ProgramAsk a Money Question!

Agency Intelligence
Stuff About Money: Episode 65: 3 Money Strategies to Teach Your Kids

Agency Intelligence

Play Episode Listen Later Jun 4, 2024 43:39


We all want our kids to develop healthy money habits. We want them to grow to be financially independent humans. They need to develop the skills to face life's financial challenges while the consequences are not too costly. But where do we start? Can Taylor Swift help us in our efforts? Is there something to learn from Erik's gardening hobby?  In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC address a common question they receive from their clients, “How do I teach my kid about money?” Listen in as Erik shares his top 3 money strategies for a parent to teach their kids while Xavier offers some practical action steps. May your kids and Erik's avocado tree be resilient and fruitful. Episode Highlights: Erik discusses the importance of teaching children about the value of money through rewards and exchanges. (9:43) Erik encourages parents to model healthy financial behaviors and habits for their children, highlighting the importance of effectively aligning actions with advice to teach kids about money management. (16:24) Erik advises parents to approach their children's spending decisions without judgment, promoting thoughtful spending by encouraging kids to reflect on their purchases and learn from their own experiences with money. (26:05) Xavier discusses teaching children to manage their finances by dividing their income into savings, spending, and special purposes. (28:15) Erik explains the importance of teaching children delayed gratification through saving, emphasizing self-control, and prioritizing financial goals over instant spending. (31:58) Xavier mentions that it's important for children to manage digital transactions at cashless events, emphasizing the need for budgeting and understanding the value of money to avoid overspending. (36:30) Erik suggests involving children in family financial goals and decisions to help them understand prioritization and the trade-offs involved in saving for specific objectives, such as vacations or college. (41:16) Key Quotes: “More and more kids, they have these debit cards and it has their name on it, but it's attached to the parent's account. I think that is a great way for us to begin teaching children about the value of a dollar.” - Xavier Angel, CFP®, ChFC, CLTC “We constantly need to be reminded of what we should be doing with our money. It's easy to get distracted, especially in this world where the kids have money to spend.” - Erik Garcia, CFP®, BFA “A very important skill in our culture is to be able to see something and not need to have it immediately.” - Erik Garcia, CFP®, BFA Resources Mentioned: Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

Your Money Your Life
158: Balancing Entrepreneurship and Motherhood Money Strategies For A Stress Free Summer

Your Money Your Life

Play Episode Listen Later Jun 4, 2024 14:18


Let's dive into the idea of achieving the balance between entrepreneurship and motherhood when it comes to your money, especially during the summer months.We discuss what balance truly means— moving away from the idea of equal time allocation to focusing on what feels right and aligned with our priorities. I share strategies like prioritizing key tasks, working ahead to create flexibility, and leaning into our personal strengths and mindsets. Plus, I explore how to manage guilt and confidently say no to what's not serving us.For the full transcript and all links mentioned see the blog post: https://aimeecerka.com/158Grab the Cash Flow Calculator https://aimeecerka.com/cashflow

Stuff About Money They Didn't Teach You In School
Episode 65: 3 Money Strategies to Teach Your Kids

Stuff About Money They Didn't Teach You In School

Play Episode Listen Later Jun 4, 2024 41:54


We all want our kids to develop healthy money habits. We want them to grow to be financially independent humans. They need to develop the skills to face life's financial challenges while the consequences are not too costly. But where do we start? Can Taylor Swift help us in our efforts? Is there something to learn from Erik's gardening hobby?  In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC address a common question they receive from their clients, “How do I teach my kid about money?” Listen in as Erik shares his top 3 money strategies for a parent to teach their kids while Xavier offers some practical action steps. May your kids and Erik's avocado tree be resilient and fruitful. Episode Highlights: Erik discusses the importance of teaching children about the value of money through rewards and exchanges. (9:43) Erik encourages parents to model healthy financial behaviors and habits for their children, highlighting the importance of effectively aligning actions with advice to teach kids about money management. (16:24) Erik advises parents to approach their children's spending decisions without judgment, promoting thoughtful spending by encouraging kids to reflect on their purchases and learn from their own experiences with money. (26:05) Xavier discusses teaching children to manage their finances by dividing their income into savings, spending, and special purposes. (28:15) Erik explains the importance of teaching children delayed gratification through saving, emphasizing self-control, and prioritizing financial goals over instant spending. (31:58) Xavier mentions that it's important for children to manage digital transactions at cashless events, emphasizing the need for budgeting and understanding the value of money to avoid overspending. (36:30) Erik suggests involving children in family financial goals and decisions to help them understand prioritization and the trade-offs involved in saving for specific objectives, such as vacations or college. (41:16) Key Quotes: “More and more kids, they have these debit cards and it has their name on it, but it's attached to the parent's account. I think that is a great way for us to begin teaching children about the value of a dollar.” - Xavier Angel, CFP®, ChFC, CLTC “We constantly need to be reminded of what we should be doing with our money. It's easy to get distracted, especially in this world where the kids have money to spend.” - Erik Garcia, CFP®, BFA “A very important skill in our culture is to be able to see something and not need to have it immediately.” - Erik Garcia, CFP®, BFA Resources Mentioned: Erik Garcia, CFP®, BFA Xavier Angel, CFP®, ChFC, CLTC Plan Wisely Wealth Advisors

The eCommerce Podcast
From Startup to Profit: Smart Money Strategies for Growth

The eCommerce Podcast

Play Episode Listen Later May 23, 2024 45:36 Transcription Available


In this episode of the eCommerce Podcast, host Matt Edmundson sits down with Leandro D'Elias from EightX, offering a deep dive into the intersection of numbers and strategy in driving eCommerce success. Whether you're just starting out or plotting a profitable exit, this episode is packed with actionable insights.Key Discussion Points:The Illusion of High Turnover: Understanding why chasing big sales numbers might not always equate to business health and longevity.Strategic Salary for Founders: Leandro advises on compensating yourself in a way that fuels growth rather than draining resources.Exit Strategy Optimisation: How maximising your profits not only increases your tax but significantly boosts the value of your business upon sale.The Secret to Sustainable Growth: Unveiling "Smart Growth Secrets" that focus on long-term success over short-term gains.Takeaways:Emphasise profitability to ensure the sustainable growth of your eCommerce venture.Draw only what you need for living expenses in the early stages, reinvesting the remainder to promote business growth.Enhance your EBITDA for a more lucrative business sale, accepting higher tax liabilities as a trade-off for greater overall value.Understanding the opportunity cost of every dollar and investing in areas with the highest return potential.About Leandro D'Elias:Leandro is a seasoned finance professional with a deep understanding of how to bridge the gap between numbers and strategy to foster eCommerce success. His expertise spans multinational corporations to innovative startups, guiding them toward creating legacy-building revenue through precision budgeting and strategic financial planning.Episode Resources:EightX: Dive deeper into the financial strategies that can catapult your eCommerce business into profitability.LinkedIn: Connect with Leandro D'Elias for more insights into financial planning and eCommerce strategy.Don't miss out on future episodes packed with expert insights to take your eCommerce venture to the next level. We love to hear your thoughts. Drop us a comment or reach out directly to discuss any questions or feedback. Tune in to "From Startup to Profit: Smart Money Strategies for Growth" for a masterclass in navigating the financial complexities of eCommerce, ensuring your venture not only survives but thrives in today's competitive market.

Weiss Advice
Smart Money Strategies in Real Estate with Mike Zlotnik

Weiss Advice

Play Episode Listen Later Apr 28, 2024 41:51


Can smart money truly create a cushion against market volatility, and how does mezzanine financing play a role in stabilizing investments during economic downturns?In this episode, Mike Zlotnik, a seasoned expert in commercial real estate and fund management, explores the nuanced strategies of mezzanine financing in the commercial real estate sector. As markets face volatility and shifting investment landscapes, Big Mike shares valuable wisdom on navigating these challenges through strategic financial structuring. Listeners will gain a profound understanding of how sophisticated financing options can provide safety nets and high returns, even in uncertain times.[00:01 - 08:00] The Genesis of a Real Estate MavenMike's migration from technology to real estate investingThe concept of mezzanine financing and its importance in real estateEarly challenges and opportunities in Mike's career transition[08:01 - 16:00] Navigating Through Crises with Mezzanine FinancingDetailed explanation of mezzanine financing structuresHistorical impacts of economic downturns on real estate and strategic responsesThe role of smart money in overcoming these challenges[16:01 - 24:00] Real-Time Market AdaptationsExamples of adapting to market changes and safeguarding investmentThe current state of the market and strategic positioning for potential upswingsThe balance between risk and reward in investment decisions[24:01 - 32:00] The Future of Real Estate InvestingPredictions for the real estate market and the evolving role of mezzanine financingHow investors can identify and leverage opportunities in a fluctuating marketThe importance of due diligence and strategic foresight in investing[32:01 - 41:51] Philosophical Reflections and Tactical InsightsThe philosophical underpinnings of investment strategiesWhat success means in the volatile world of real estatePractical advice for new and seasoned investors navigating the current economic landscapeConnect with Mike:Website: https://tempofunding.com/LinkedIn: https://www.linkedin.com/in/mzlotnik/LEAVE A 5-STAR REVIEW by clicking this link.WHERE CAN I LEARN MORE?Be sure to follow me on the below platforms:Subscribe to the podcast on Apple, Spotify, Google, or Stitcher.LinkedInYoutubeExclusive Facebook Groupwww.yonahweiss.comNone of this could be possible without the awesome team at Buzzsprout. They make it easy to get your show listed on every major podcast platform.Tweetable Quotes:"Experience is what you get when you don't get what you want." - Mike Zlotnik"The best investing time is when others are running away from the market." - Mike ZlotnikSupport the Show.

Podcast – Narcissist Abuse Support
Finding Divorce Money: Strategies & Solutions with Krista Shelton

Podcast – Narcissist Abuse Support

Play Episode Listen Later Apr 7, 2024


Subscribe in a reader If you are finding your divorce money , join Krista Shelton, founder of Focused Forensic Solutions (FFS) and former IRS Special Agent, as she shares her expertise in locating assets during divorce proceedings. With nearly a decade of experience investigating financial crimes, Krista offers invaluable strategies for uncovering hidden funds and […] The post Finding Divorce Money: Strategies & Solutions with Krista Shelton appeared first on Narcissist Abuse Support.

The eCommerce Podcast
Ecommerce Entrepreneurship: Master Time, Money, Relationships, Purpose

The eCommerce Podcast

Play Episode Listen Later Apr 4, 2024 49:38 Transcription Available


In this episode of our eCommerce Podcast, host Matt Edmundson sits down with David Braithwaite, a strategic coach and entrepreneurial expert, to discuss the crucial aspects of successful ecommerce entrepreneurship. They delve into the art of mastering time, money, relationships, and purpose, offering a wealth of knowledge for both budding and experienced entrepreneurs.Show Notes:1.The Four Key Freedoms in Entrepreneurship:Time: Understanding the value of time management and achieving a work-life balance.Money: Strategies for financial prudence in business, including the philosophy of taking what you need and reinvesting the rest.Relationships: The importance of building and nurturing meaningful relationships within the business context.Purpose: Aligning your business goals with your personal 'why' for long-term success and fulfillment.2. Entrepreneurial Challenges and Solutions:The problem-solving nature of entrepreneurs and the risk of non-stop work leading to potential burnout.The concept of 'going back to go forward' and the strategic necessity of downsizing for growth, especially in side hustles.3. Practical Tips and Wisdom:David's insights on maintaining control over business finances.The significance of surrounding oneself with the right people and maintaining focus on the core purpose of the business.Listen now and transform your entrepreneurial experience!

Raise the Bar
Founder Profiles Decoded: Money Strategies for Every Business stage 

Raise the Bar

Play Episode Listen Later Mar 28, 2024 16:34 Transcription Available


Join me, Nicole Denholder, your scale-up expert and fellow entrepreneur, on our latest episode of the Raise the Bar podcast by NCR! Today, we delve into the crucial topic of understanding different founder profiles and the types of money that best suit each stage of business growth. Tune in to gain valuable insights and strategies to propel your business forward!

Thyme 4 Tea with Mikita
Wealth Redefined: Mindful Money Strategies with Camille Upchurch

Thyme 4 Tea with Mikita

Play Episode Listen Later Mar 12, 2024 49:44 Transcription Available


Have you ever felt like financial freedom is just a distant dream while you're buried in debt? Join me, Mikita, as I team up with life coach Camille, on a revealing journey from financial distress to abundance. This episode of Thym 4 Tea is a heart-to-heart on how you can break free from the shackles of debt, and why it's time for us to have frank discussions about money, mindset, and the emotional weight that comes with our bank balances.Camille, who once wrestled with her financial woes, now guides professional women towards security. We unravel the historical complexities of women's relationship with money and highlight the significance of perspective shifts that can lead to a life of both contentment and financial confidence. This isn't just about numbers; it's about emotional well-being and mustering the courage to confront financial struggles without shame.Together, we tackle the taboo of money talk, the perils of comparison, and the transformative power of self-care in the quest for personal fulfillment. Whether it's understanding how to prioritize savings over splurges or the wisdom of buying with cash, this conversation is a treasure trove of insights. So, pour yourself some tea, and let's embark on a path to financial wellness where the goal isn't just to survive, but thrive. With faith, self-compassion, and a sprinkle of strategic spending, we're redefining success one sip at a time.Support the show#selfdevelopment #Wellness #thym4teawithmikita #manifest #purposefulliving #liveunapplogectically #freedom #podcast #womeninpodcast #podcastlife #empoweringwomen

The Weekly Wealth Podcast
Ep. 160: Mastering Your Money: Strategies for Credit Score and Debt Success

The Weekly Wealth Podcast

Play Episode Listen Later Mar 8, 2024 21:41


In this episode we discuss the important topics of credit scores and debt.Firstly we explained:The basics of what a credit score is.The basics of how to improve your credit score.The basics of why your credit score has such a huge impact on many areas of your financial life.Then we jumped into:If you believe that "all debt is bad debt" and are striving to eliminate all of your debt, it might not make the most mathmatical sense, but it is much better than overleveraging.Do not borrow the most amount of money for your mortgage than a bank will lend to you.Do not borrow the most amount of money for your vehicle(s) that a bank will lend to you.Think long and hard before borrowing money to pay for a degree.Mindless debt accumulation can happen very easily. Guard against it.Email david@parallelfinancial.com with any questions. Visit www.weeklywealthpodcast.com/contact to schedule your time to meet with David Chudyk.if you are a business owner, get your VALUEBUILDER SCORE by visiting www.weeklywealthpodcast.com/valuebuilderscore

Talk with Renee Dalo
214 | Talk about Attracting Wealth and Abundance with Judy Wilkins-Smith

Talk with Renee Dalo

Play Episode Listen Later Mar 7, 2024 42:45


Possibility Thinking for Prosperity: Opening the Door to Wealth Uncover the surprising truth about transforming your money mindset with this unexpected conversation. You won't believe how a simple shift in perspective can lead to financial abundance and personal growth. Get ready to embrace the power of loving money and explore the endless possibilities it holds. Join me as we dive into the world of money mindset and uncover the secrets to manifesting wealth and success. Stay tuned to discover how this unexpected truth can change your life forever. Are you ready to elevate your money mindset? Let's dive in and discover the surprising power of loving money. My special guest is Judy Wilkins-Smith JUDY WILKINS-SMITH is a highly regarded Family Patterns, Systemic Work, and constellations expert, transformational coach, motivational speaker, and author who is passionate about individual growth, visionary leadership, and positive, accelerated global change. The Founder of System Dynamics for Individuals and Organizations, she has 18 years of expertise assisting high-performance individuals, Fortune 500 executives (Chevron, JP Morgan, Kellogg's, ExxonMobil), and legacy families end limiting cycles and create lasting breakthroughs and transitions into peak performance. She is a regular guest on TV news and entertainment shows and the author of Decoding Your Emotional Blueprint: A Powerful Guide to Transformation Through Disentangling Multigenerational Patterns (Sounds True). In this episode, you will learn how to: Embrace personal growth and transformation insights to unlock your full potential. Cultivate a money mindset that attracts abundance into your life. Learn effective strategies for setting and achieving your financial goals. Understand the importance of valuing your self-worth when pricing your services. Immerse yourself in in-person experiences for deep learning and lasting impact. Connect with Judy Wilkins-Smith Website Instagram Judy's Book: Decoding Your Emotional Blueprint   What Renee's Obsessed With This Week

The Money and Meaning Show
Love, Trust, and Money

The Money and Meaning Show

Play Episode Listen Later Feb 15, 2024 55:22


Host Jeff Bernier welcomes guests Doug and Heather Boneparth to this episode! Doug and Heather delve into the key elements of fostering a healthy financial relationship between partners:

Business Growth Hacks
Decoding Marketing Budgets: Money Strategies for Small Business Growth

Business Growth Hacks

Play Episode Listen Later Feb 7, 2024 9:18


In this episode of the Business Growth Hacks Podcast, we explore the challenges and strategies related to marketing budgets for small businesses. They discuss the different types of agencies and the wide range of pricing, emphasizing the importance of aligning marketing goals with budget considerations. The hosts also get into the significance of investing in digital marketing and provide insights into budget allocation, recommending a budget of up to 12% of overall revenue.Key Points:Diversification of Agencies: -Discussing various types of marketing agencies, from entry-level options for small businesses to high-profile agencies with substantial retainers. -Understanding the diverse landscape allows businesses to choose the right fit for their needs and budget.Digital Marketing Investment: -The need to invest, whether in time or money, into digital marketing to see results. -Social media platforms are a place where businesses can use time instead of a significant budget.Budget Allocation Formula: -A key takeaway is the recommendation that businesses allocate up to 12% of their revenue to the marketing budget. -Examples of different services and suggesting that this budgeting approach should be a scalable strategy for sustained growth.Quotable Moments:"It takes money to make money.”- Andrew @ 3:20“Your marketing budget should be up to 12% of your revenue." - Andrew @ 2:36“LTV to CAC ratio: A customer should be three times more than the cost of acquiring them.”- Andrew @ 5:46

Next Gen Personal Finance
Gordon Stein, Author of The Cashflow Cookbook, on Money Strategies

Next Gen Personal Finance

Play Episode Listen Later Jan 31, 2024 41:39


Gordon Stein, author of "The Cashflow Cookbook", shares his journey from encountering a financial crisis at a senior position in his 40s to developing smart money-saving strategies without compromising lifestyle. His book, inspired by a unique blend of personal experiences and extensive reading, offers unconventional yet practical advice on financial management. Stein's approach, which focuses on optimizing rather than cutting expenses, is particularly compelling. He discusses everything from minor everyday savings to major financial decisions, providing insights into smart consumerism and the psychology of money. Whether it's negotiating cell phone bills or understanding the impact of credit scores, Stein's hacks are geared towards achieving financial wellness without sacrificing the joys of life. This episode is a treasure trove of wisdom for anyone looking to enhance their financial literacy and cultivate long-term, sustainable money habits.

EGGS - The podcast
Eggs 343: Unlock Your Financial Potential with Powerful Money Strategies for Entrepreneurs with Tracey Bissett

EGGS - The podcast

Play Episode Listen Later Jan 4, 2024 60:48


Tracy Bissett is a financial expert who helps entrepreneurs improve their financial literacy. She is the founder of Bessett Financial Fitness Inc. and the host of the podcast Young Money with Tracy Bissette.In this episode, Tracy discusses the importance of financial fitness for entrepreneurs. She shares her own story of how she got into finance and why she is passionate about helping others. She also offers tips on how entrepreneurs can improve their financial health, such as:Tracking their income and expenses: This will help you see where your money is going and identify areas where you can cut back.Creating a budget: A budget will help you allocate your money towards your goals.Saving for the future: It is important to save for retirement and other unexpected expenses.Investing your money: Investing can help you grow your wealth over time.Tracy also talks about the importance of having a good bookkeeper and accountant. She says that a bookkeeper can handle most of the day-to-day tasks, such as recording transactions and reconciling accounts, while an accountant can provide more strategic advice.If you are an entrepreneur who is struggling with your finances, Tracy encourages you to reach out for help. There are many resources available to help you get on track, such as financial coaches, books, and podcasts.Here are some of the key points from the episode:Financial fitness is important for entrepreneurs because it can help them achieve their business goals.There are a number of things that entrepreneurs can do to improve their financial health, such as tracking their income and expenses, creating a budget, saving for the future, and investing their money.It is also important to have a good bookkeeper and accountant.If you are an entrepreneur who is struggling with your finances, there are many resources available to help you get on track. Introduction Tracy Bissett is introduced as a financial expert who helps entrepreneurs improve their financial literacy.She discusses her background in finance and her experience working with entrepreneurs.How Tracy got into finance Tracy has always been interested in money and started making money at a young age.She went on to get a business degree and an MBA, and then worked as a banker for 16 years.She started her own business, Bessett Financial Fitness, to help young adults and entrepreneurs with their finances.Profit First Accounting Tracy discusses Profit First Accounting, a method of accounting that focuses on profitability.She explains that it is important to focus on cash flow and not just on sales.Common financial mistakes entrepreneurs makeTracy discusses some common financial mistakes that entrepreneurs make, such as not paying themselves enough and not having a good financial plan.She emphasizes the importance of getting professional help from a bookkeeper or accountant.How to choose a bookkeeper or accountant Tracy recommends getting referrals from people you trust.She says that it is important to find someone who is experienced and qualified.Tracy's contact information Tracy's website is visitfinancialfitness.com.She also has a podcast called Young Money with Tracy Bissett.Conclusion Tracy encourages listeners to take advantage of the free resources she offers on her website.She thanks the hosts for having her on the show. ----Credits:Hosted by Michael Smith and Ryan RoghaarProduced by Ryan RoghaarTheme music: "Perfect Day" by OPM The Carton:https://medium.com/the-carton-by-eggsFeature with Zack Chmeis of Straight Method up now! https://medium.com/the-carton-by-eggs/zack-chmeis-35dae817ac28 The Eggs Podcast Spotify playlist:bit.ly/eggstunes The Plugs:The Showeggscast.com@eggshow on twitter and instagramOn iTunes: itun.es/i6dX3pCOn Stitcher: bit.ly/eggs_on_stitcherAlso available on Google Play Music! Mike "DJ Ontic" shows and infodjontic.com@djontic on twitter Ryan Roghaarhttp://rogha.ar

Inspired Budget
#136: Effective Money Strategies When Everything Costs More

Inspired Budget

Play Episode Play 30 sec Highlight Listen Later Dec 14, 2023 25:41 Transcription Available


Facing rising costs with stagnant income? Feel like you're swimming against a financial tide? We are here to help. In the latest episode of Inspire Budget Podcast, we talk candidly about the realities of our economy. We shed light on how you can make your money work for you by understanding your spending patterns and making informed decisions. We'll share practical strategies to manage your money effectively, from overhauling your budget to being intentional with your spending. It's all about working smarter, not harder, to ensure your financial stability amidst economic uncertainty.As if that wasn't enough, we also share innovative ways to boost your income and cut back on costs. Wondering how to keep your finances afloat? We'll give you insights on auditing subscriptions, making little changes in utilities, and renegotiating bills. And if you're open to exploring side hustles, we got you covered. From freelance work to online selling, we'll talk about how you can turn your skills into an income stream.Remember, you're not alone on this money journey, and together, we can navigate the stormy seas of personal finance. Stay tuned for more actionable tips and strategies, as we continue to make the complex world of finance simple.Check out QuickenEpisode #132: How to Handle Unexpected ExpensesEpisode #87: Negotiate Your Way To Wealth with Mandi Woodruff-SantosDebt Free RoadmapYou Might Like: Grab my FREE Budgeting Cheat Sheet. Follow Allison on Instagram! @inspiredbudget Check out Inspired Budget's blog. Take my FREE class on How to Budget to Build Wealth!

Zero Days To Expiration
0-DTE - The Butterfly Effect: Out of the Money Strategies

Zero Days To Expiration

Play Episode Listen Later Oct 28, 2023 50:56


Join Ernie on the 'Zero Days to Expiration' podcast, where he demystifies trading strategies for consistent profits. Former hedge fund manager turned mentor, Ernie provides insights into out-of-the-money butterfly techniques and market movements. Discover professional-level trading tactics and capital efficiency for mastering the Zero DTE event.   Ernie's Pro Trader Course: https://0-dte.com/try   Youtube: Youtube.com/0DTE   Twitter: https://twitter.com/0dtetrader?lang=en

Just Don't Lose The Money Podcast
Interview with Yale Professors on safe money strategies

Just Don't Lose The Money Podcast

Play Episode Listen Later Oct 10, 2023 14:51


Sam went to Yale to speak with economic professors Dr. Roger Ibbotson and William Goetzman about where to place your retirement money.

Budget Divas
Debt-Free Living: Grabbing Life by the Horns, Just Like That!

Budget Divas

Play Episode Listen Later Oct 5, 2023 19:18 Transcription Available


Ep #73: Recently, I had an unexpected adventure in Colorado that I can't wait to share with you. But more importantly, I want to explain why I'm so passionate about budgeting and helping you become debt-free.So, let me start with our impromptu trip to Colorado. It wasn't planned at all. One day, my friend Cindy called and said she was going to Colorado with our friend Christine. Cindy's dream was to learn RVing. I shared that goal of traveling the country in an RV and enjoying every moment.I had a long to-do list, and the practical side of my brain said, "No, Jen, you can't go. Focus on your tasks and plan a better trip next time." But my other side said, "This is an opportunity to get away." A few weeks earlier, I'd received some shocking news that left me rattled. Life and business have their ups and downs, and as they say, life is 50/50 – half good and half bad. When life throws challenges your way, you sometimes just need to get away.After discussing it with my husband, he encouraged me to take the trip. He reminded me to step out of my daily routine, meet people I'd only known virtually, and be present with them. We went on daily hikes, had outdoor barbecues, and stayed in a beautiful RV surrounded by breathtaking Colorado mountains. The core message of this episode is why I'm so passionate about budgeting and helping you become debt-free. When you have money in the bank and a financial plan, you can embrace spontaneous opportunities like this trip without worrying about credit card limits or debt. Here are some tips to get you started on your own debt-free journey:1. **Create a Budget and Debt Payoff Plan:** I know, creating a budget doesn't sound exciting, but when you put everything down on paper, you'll feel energized. No more mental clutter; you'll have a clear plan. Even if your debt seems overwhelming, at least you'll know how to tackle it and potentially increase your income.2. **Build a Savings Fund:** I love using Ally Bank for this. They let you create multiple savings buckets, each with its own goal. For instance, you can have a Christmas fund, a vacation fund, or a clothing fund. This way, you won't have to rely on credit cards when unexpected expenses pop up.3. **Explore Side Gigs:** Find a side gig that aligns with your interests and passions. For me, mystery shopping was a game-changer. It not only accelerated our debt-free journey but also enhanced our lives. With the extra income, we could enjoy life's little pleasures and make memories without breaking the bank.The message is clear: financial freedom and debt reduction don't mean you have to sacrifice all your joys in life. With a budget, a savings fund, and a side gig, you can live your life to the fullest, embrace unexpected adventures, and confidently make choices that align with your dreams and financial goals.Whether it's a spontaneous trip to Colorado or another opportunity that comes your way, remember that financial planning gives you the freedom to say "yes" without hesitation. Join me on this journey towards financial freedom, and let's make 2023 a year of extraordinary financial choiceYou're Invited to a free LIVE training: How To Get Out of Debt Faster With Mystery Shopping. Register here: https://www.budgetdivas.com/fasterMystery shopping? What's that got to do with my finances? Mystery shopping isn't just about scoring free meals or testing out luxury cars; it's a powerful tool that can turbocharge your journey to financial independence! Imagine paying off your student loans, credit card debt, or that pesky mortgage years ahead of schedule! Head over to www.budgetdivas.com/faster and secure your spot. Seats are limited, and you won't want to miss out on this life-changing event. It's time to take control of your financial future and unlock the potential within you.

The Self-Makers Podcast
34. Money Strategies for Entrepreneurs with Money Mentor and Wealth Coach Katy Almstrom

The Self-Makers Podcast

Play Episode Listen Later Sep 26, 2023 53:26


In this episode, I speak to money mentor and wealth coach Katy Almstrom. She shares her journey from being a teacher to becoming a money coach. She talks about her own experience of transforming her financial situation and how it inspired her to help others.Katy introduces her Moneywise framework, which focuses on three pillars: connect, direct, and build. She emphasizes the importance of building a healthy relationship with money and being intentional with how we use it. Katy also provides advice for entrepreneurs at different stages of their business, from those just starting out to those looking to scale.Key Takeaways:How building a healthy relationship with money is crucial for financial success.The importance of being intentional with how we use our money and prioritize our financial goals.Simplifying our business and being strategic with our expenses can help us achieve financial growth.Connecting with our money and understanding our mindset around it is essential for long-term financial success.Building a team of professionals, such as financial advisors, can provide guidance and support in managing our money.I hope you enjoy this episode as much as I enjoyed speaking with Katy!Katy's links:Instagram: https://www.instagram.com/katy_almstrom/Free FB community:www.facebook.com/groups/thesimplifiedbusinessFree gift:www.katyalmstrom.comPodcast: https://podcasts.apple.com/us/podcast/messy-to-magnetic/id1594671912Hazal's links:Instagram: https://www.instagram.com/hey.hazalWebsite: https://heyhazal.com/The Self-Makers Community Facebook Group: https://www.facebook.com/groups/theselfmakerscommunity

The Elevated Femmes Movement
Maximize Your Savings: Money Strategies for Working Mothers with Jessica Tomac

The Elevated Femmes Movement

Play Episode Listen Later Sep 21, 2023 19:31


In this episode, Julia chats with Jessica Tomac, a passionate financial advisor. Her backstory includes firing five financial advisors, leading her to take things into her hands, and becoming the exact advisor she needed. Her success story represents her impeccable determination and fierce streak of independence that now serves as an enormous source of inspiration for various working mothers.  A proud mother of two, Jessica understands the everyday challenges working mothers face, which drives her effort to keep financial strategies straightforward and effective. In this episode, you will be able to: Unveil the niche world of financial strategies that cater to the unique challenges faced by working mothers Learn the secret to maintaining an equilibrium between a buzzing business and bustling family life Acknowledge the importance of strategic savings and the gains of having a reliable financial companion   To connect with Julia, you can go to her LinkedIn page: www.linkedin.com/in/juliamhickman or IG www.instagram.com/juliamhickman. You can visit her website at www.juliamhickman.com You can join Julia's free FB group for self care & fitness tips: www.facebook.com/groups/fitfemmes101  To connect with Jessica, you can visit her website edwardjones.com/jessica-tomac or follow her on: LinkedIn: https://www.linkedin.com/in/jessica-tomac-cfp%C2%AE-chfc%C2%AE-aams%C2%AE-4742164   Facebook: https://www.facebook.com/554258091692793

Your Confident Self
Find Financial Confidence with Expert Coaching and Proven Money Strategies

Your Confident Self

Play Episode Listen Later Jun 27, 2023 40:11


Get ready to increase your financial confidence! In this episode of "Your Confident Self," host Allegra M. Sinclair invites you on an unexpected ride with Patti Handy, an executive and life coach with a burning passion for fueling financial confidence in women.You can forget your fears about managing your finances as a single, divorced, or widowed woman. Financial confidence is availabe to you, too. Patti is here to be your torchbearer, showing you the way to financial empowerment. She shares tasty nuggets of wisdom that will arm you with the knowledge and tools to navigate the labyrinth of finance with ease and peace.Expect the unexpected as Patti reveals the secret sauce to mastering finance: communication. She underscores the importance of finding a financial advisor who can translate baffling financial jargon into a language you understand and love.But that's just the tip of the iceberg. With Patti at the helm, you'll plunge into the depths of finance, emerging with a pocket full of practical advice. You'll learn the A-Z of investing and discover how simple it can be to manage your money effectively.And in a surprising twist, Patti unearths the hidden link between self-care and sound financial decisions. She highlights how nurturing your mental and emotional well-being can contribute to your financial growth.This episode is more than a podcast; it's an invitation to embark on an empowering journey, reshaping the way women perceive and interact with finance. You'll leave equipped and inspired to conquer your financial fears and take control of your financial destiny. So ladies, get ready for a thrilling ride to financial freedom with Patti Handy on "Your Confident Self."In this episode you'll learn:1. Understanding Financial Information - Patti encourages students and individuals to ask for clarification if they don't understand financial terminology or concepts, especially when advisers use acronyms and speak quickly about investing. - Sharing her own experience with a client, Patti highlights the importance of finding someone who can explain financial matters in simpler terms, making it more accessible for individuals without expertise in the area. - Trusting your intuition and seeking clarity can help eliminate feelings of overwhelm and empower you to make informed financial choices.2. Building a Strong Financial Foundation - Starting from wherever you are, Patti recommends establishing a checking account for bill payments and a savings account as an emergency fund. Aim for six months' worth of expenses as a reserve. - Consider utilizing a money market account for better interest generation alongside traditional savings accounts. - Patti advises against seeking financial advice from individuals who themselves don't have a sound financial standing. It's essential to find an expert who can communicate at your pace and understanding level.3. Financial Coaching: Education and Guidance - Patti explains that financial coaching involves a combination of education and coaching to help individuals with their finances, addressing topics such as budgeting, debt payoff, credit repair, and home buying. - Her online course covers nine different areas of life and includes videos and group coaching calls to enhance understanding and provide practical guidance. - Financial coaching empowers women to explore their money stories, understand their relationship with money, and develop strategies to improve their financial well-being.4. Importance of Self-Care in Financial Decision-Making - Self-care plays a fundamental role in making good financial decisions. Patti recommends taking time for activities that bring you joy and peace, such as exercise, meditation, or connecting with loved ones. -...

Debt-Free Latina
Money Strategies: Food Planning

Debt-Free Latina

Play Episode Listen Later Jun 13, 2023 11:11


#076 - In this episode, Mayra shares how she plans to get the best bargains at the grocery store. And also how to handle when eating out is the only option. Connect with Mayra at https://DebtFreeLatina.com  Follow Mayra on Instagram at https://www.instagram.com/debtfree.latina/

Debt-Free Latina
Money Strategies: Food Planning

Debt-Free Latina

Play Episode Listen Later Jun 13, 2023 12:11


#076 - In this episode, Mayra shares how she plans to get the best bargains at the grocery store. And also how to handle when eating out is the only option. Connect with Mayra at https://DebtFreeLatina.com  Follow Mayra on Instagram at https://www.instagram.com/debtfree.latina/

The Parenting Reset Show
115. Amazing Money Strategies for Single Moms (& Dads) Who Want to Prepare for a Secure Financial Future after Divorce

The Parenting Reset Show

Play Episode Listen Later Jun 12, 2023 43:06


Tess Connolly LCSW talks with Stacy Francis, Stacy is the President and CEO of Francis Financial a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood.    Learn about Stacy and the work that she does with parents.   Stacy talks about the importance of understanding what the finances of your marriage look like.  Stacy shares with us some useful tools that can help you with budgeting.  Stacy talks about the importance of thinking and having separate discussions about Add-ons in child support to cover expenses beyond typical child support as these require separate negotiation; these might include significant costs like medical, dental, extracurricular activities, and college expenses. Tess and Stacy discuss the different types of 401k and the importance of knowing what you are receiving in your settlement.  Tess and Stacy talk about the importance of making good decisions and setting yourself up for good financial success in the future.   Tess and Stacy discuss the importance of planning for retirement.  Stacy is most grateful for starting a non-profit when she was 26 and then starting a for-profit a year later to finance the non-profit and having her children through doing all of this. She is grateful for helping so many women through her non-profit and being able to pay herself through Francis Financial so she has the security of being able to look after herself and her family financially now and in the future.    Get information about Savvy Ladies here

Debt-Free Latina
Money Strategies: The Envelope System

Debt-Free Latina

Play Episode Listen Later Jun 6, 2023 14:24


#075 - In this episode, Mayra shares how she and her family have implemented the envelope system to help them achieve some short-term goals. Connect with Mayra at https://DebtFreeLatina.com  Follow Mayra on Instagram at https://www.instagram.com/debtfree.latina/

Debt-Free Latina
Money Strategies: The Envelope System

Debt-Free Latina

Play Episode Listen Later Jun 6, 2023 15:24


#075 - In this episode, Mayra shares how she and her family have implemented the envelope system to help them achieve some short-term goals. Connect with Mayra at https://DebtFreeLatina.com  Follow Mayra on Instagram at https://www.instagram.com/debtfree.latina/

Hot Hire 6 and 7 Figure Coaches On Fire - Live Podcast
Actionable Money Strategies For Your Business | PAULA DAY BUSINESS COACH, ADVISOR & CONSULTANT

Hot Hire 6 and 7 Figure Coaches On Fire - Live Podcast

Play Episode Listen Later May 12, 2023 25:23


There are 3 types of accountant... . . Those who can count and those who can't... . I'll see myself out!!. In this episode, I will be chatting with my favourite day of the week, the passionate, accomplished and thought-provoking Paula Day... In my eyes Paula is Superwoman and I really don't know how she manages advising businesses and coaching clients, while managing a very busy and active family life. . . Make sure you check this out!!.. ******************************************* CONTACT DETAILS: Paula Day ******************************************* FB: https://www.facebook.com/paula.day.coach . FB Group: https://bit.ly/CEOAU . GRAB A COPY: https://pauladay.com.au/the-money-playbook/main ************************************************************* Dre –

Bust A Move With Pam Reece
Money Strategies Everyone Should Know

Bust A Move With Pam Reece

Play Episode Listen Later Apr 28, 2023 40:35


Corey Artis, CEO and Founder of Artis Associates Group, Life Insurance/Annuities & Retirement planner, joined the show to educate and provide awareness on: - Indexing Universal Life policies (IUL/AIUL/PIUL) - Life Insurance Policies with Living Benefits - Annuities - Supplemental Retirement Planning - The "Money Game" Compound Interest Rule of 72 - Tax advantages Strategies - Protection against losses in the market - How to get rewarded for healthy living Corey's building teams all over the USA, PR, the Phillipines and the UK. To connect with Corey Artis: Call 1-972-861-2041 or email corey.artis@artisassociatesgroup.com or visit http://coveryourlife.today Facebook: https://www.facebook.com/artiscd

“Fun with Annuities” The Annuity Man Podcast
Terry Savage: Chicken Money Strategies That Work

“Fun with Annuities” The Annuity Man Podcast

Play Episode Listen Later Apr 25, 2023 52:33


In this episode, The Annuity Man and Terry Savage discuss:  Responding to current financial issues  The bulls, the bears, and the chickens  Should you wait before taking social security?  The biggest legacy you can leave    Key Takeaways:  Don't panic at every scary event that you hear from the news. Recognize America's history of resiliency and the crises the country has gotten through. Also, check for yourself if and how current financial issues affect you personally before reacting to them.  In every stage of your life, you should divide the markets into the bulls, the bears, and the chickens. You should always have chicken money, it is the alternative to risk. Having discretionary funds that help you sleep at night is nothing to be ashamed of.  If you have the financial ability to do so, consider waiting before taking Social Security until age 70. That's because there's roughly an 8% increase in your benefit per year in the years after your full retirement age.  Your biggest responsibility isn't the decisions you make or who you vote for, though those are really important. Your biggest responsibility is to pass down real history and to share the value of the American free enterprise capitalistic system to the younger generation.    "Self-discipline is the essence of all decision-making. You don't want to be making decisions out of panic. You need to set money aside and decide where it's going. Peace of mind is priceless." —  Terry Savage.      Connect with Terry Savage: Website: https://www.terrysavage.com/  YouTube: https://www.youtube.com/user/TerryTalksMoney  LinkedIn: https://www.linkedin.com/in/thesavagetruth/  Twitter: https://twitter.com/Terrytalksmoney  Facebook: https://www.facebook.com/The-Savage-Truth-190870517609983/  New Book Link: https://www.amazon.com/gp/product/1119645441/ref=pe_2313400_441222210_em_1p_0_lm     Connect with The Annuity Man:  Website: http://theannuityman.com/  Email: Stan@TheAnnuityMan.com  YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g  Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!

All Sides with Ann Fisher Podcast
Safe money strategies with Jonathan Pond

All Sides with Ann Fisher Podcast

Play Episode Listen Later Apr 20, 2023 55:21


Many Americans are looking for tips on how to maintain safe finances in the midst of uncertainty. Jonathan Pond is back with safe money strategies in these unpredictable times.

All Sides with Ann Fisher
Safe money strategies with Jonathan Pond

All Sides with Ann Fisher

Play Episode Listen Later Apr 20, 2023 55:21


Many Americans are looking for tips on how to maintain safe finances in the midst of uncertainty. Jonathan Pond is back with safe money strategies in these unpredictable times.

Guts, Grit & Great Business
Elevating Your Financial Consciousness

Guts, Grit & Great Business

Play Episode Listen Later Mar 21, 2023 50:54


With Leisa Peterson, THE Mindful Millionaire Maker, who helps people stop trading time for money, a renowned passive income specialist, author, and podcaster who inspires people around the world to create a life of prosperity. She has an impressive entrepreneurial background, starting with selling seeds door-to-door at the age of 8, growing her expertise over time to become a self-made millionaire by her mid-30s. With over 17 years of coaching and financial advisory experience, Leisa is a CFP® and has previously served as a Fortune 500 executive, building and leading record-breaking teams and new divisions within billion-dollar companies. Her contributions to wealth management and investing have been recognized by Forbes, where she was named one of 10 Women Driving Growth in the industry. Leisa's insights have been featured on various media outlets, including Gaia Media Network, The Wall Street Journal, FastCompany, The Week, Huffington Post, and many podcasts and radio shows. On a personal note, Leisa resides in beautiful Sedona, Arizona, with her husband and college sweetheart Tim and their two children. Come and join us for an enlightening conversation with Leisa, where we delve into the significance of money in our lives, the proper ways to manage our finances, and common mistakes we make. Leisa also shares some insightful questions that will help you gain clarity on your financial goals. We also discuss why some entrepreneurs, despite their excellent leadership skills, struggle in the area of money management. This episode is packed with valuable secrets and tips, including how “The Mindful Millionaire” book can benefit you, and how day traders are using it to elevate their game. By the end of our chat, you'll be equipped with practical tools to navigate your financial journey with confidence. Don't miss out on this must-listen episode! To listen to our podcast and access the show notes, visit us at legalwebsitewarrior.com/podcast

Where's My Money?
Ep. 13 - The 5 Secret Money Strategies for 2023

Where's My Money?

Play Episode Listen Later Mar 7, 2023 27:54


What do you do when you lose 35% of your income + your expenses increase by 300% in less than one year? You don't freak out,  In this episode, we go over the real bank account actions and pivots we had to make to stay afloat in this crazy economy  For most people; their money problems literally have nothing to do with money at all. Shocker, I know… Everyone has a story about money in their heads. The economy around us is changing, no denying that.  If you came up short in 2022, there's a good chance you were rollin' BIG in 2020 & 2021.  I'm guessing your money was flowing freely and with ease, but you probably picked up nasty money habits along the way.  Funny how that works, huh? Here's what we're breaking down in this episode:  - The action steps we took when our income dropped 35% and our expenses soared 300%  - scary place to be in.   - How to stop making the excuse “you need to work all the time” to provide.  - Why unsubscribing from anything that causes you to impulsively spend money, might just save you.  - How to stop the negative convo about money in your head. (This ain't no woo-woo talk)  - Understand why you spend $; even when you aint got it - this is HUGE   I'm giving you the tactics that I'm personally taking to make sure we not only survive but thrive in 2023 - so far, it's working incredibly well  

My Lifestyle Academy Podcast
3 Money Strategies for Network Marketing Entrepreneurs

My Lifestyle Academy Podcast

Play Episode Listen Later Feb 7, 2023 27:23


Are you building wealth or stacking up dollar bills? It's time to have the money conversation for your Network Marketing Business, your family, your lifestyle, your legacy! And if you think money don't come easy to you, there's a stupid simple reason why. This is how we've been preparing for wherever the economy goes. “Building wealth over time means earning, learning and investing, without upgrading your lifestyle just yet.” 00:00 - Episode Intro02:12 - A scarcity mindset is inevitable in the beginning. Here's how you can troubleshoot it! 05:55 - Your wealth creation starts with you achieving this goal 09:15 - Save more money faster by employing this strategy in your business 12:24 - Things you need to know before investing in anything 13:25 - Next-level tips to start accumulating more money 20:23 - Here's why we always say that a bookkeeper should be one of your first hires 23:11 - Turn your ordinary expense into business expenses to save more. Here's how 26:15 - Episode Outro More juicy resources:https://mylifestyleacademy.com/blog/ https://mylifestyleacademy.com/download/

The Happy Hustle Podcast
MONEY STRATEGIES To Achieve Financial Freedom with Harvard Tax Strategist & Financial Advisor, Jeff Socha

The Happy Hustle Podcast

Play Episode Listen Later Jan 24, 2023 68:14


Do you want to achieve your financial freedom? Then check out this episode that I did with Jeff Socha, Harvard Tax Strategist & Financial Advisor. Jeff and I talked about tax planning and creating the freedom threshold to live your best life. Jeff founded Ark Financial, a boutique financial consulting firm in Austin, Texas. He has extensive experience in developing solutions for private businesses, entrepreneurs, and executives. Jeff has been involved in two political action committees through which he lobbied the United States Congress on finance and tax regulations. His solutions for lowering the risk of business ownership and increasing his clients' profitability have been nationally recognized.   His specialization in financial consulting is in his family's roots – he spent years working in the family business, founded by his grandfather in 1950. After taking a position as a member agent at the Nautilus Group, Jeff later founded Ark Financial Group leading a team that includes a CPA, JD, MBA, CFP, CFA, and other advanced degrees to bring the best solutions to clients. If you want to have 1-on-1 tax strategy session with Jeff, schedule with him at talktaxwithjeff.com In this episode, we cover:   [00:04:27:22] Mind-Blowing Business Facts[00:36:09:26] FREE Tax Strategy Session[00:36:58:23] Are you Overpaying on Taxes?[00:41:27:25] More Income, Less Stress[00:46:31:05] Purchase Your Financial Future Today![00:48:44:09] Happy Hustle Hacks [Health, Money, Entrepreneurship, Spirituality][00:50:37:20] Rapid-fire questions What does Happy Hustlin mean to you?  Jeff says saying no to the things that take away my peace and joy and saying yes to the things that increase it. Connect with Jeffhttps://instagram.com/jeffsochahttps://www.facebook.com/JeffreyESochahttps://www.linkedin.com/in/jeffsocha/   Find Jeff on his website: https://www.jeffsocha.com/  Connect with Cary!https://www.instagram.com/cary__jack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured  Get a free copy of his new book,  The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustlebook.com/  Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course http://www.thehappyhustle.com/JourneyApply to the Montana Mastermind Epic Camping Adventure https://caryjack.com/montana “It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode Sponsor Did you know that 4 out of 5 Americans are magnesium deficient?  And almost everyone is at suboptimal levels. And that's a big problem because magnesium is involved in more than 600 biochemical reactions in our body. Now here's what most people DON'T know: taking just any magnesium supplement won't solve your problem because most supplements use the cheapest kinds that your body can't use or absorb. That's why I exclusively recommend Magnesium Breakthrough. It's the only full-spectrum magnesium supplement with 7 unique forms of magnesium that your body can actually use and absorb. When you get all 7 critical forms of magnesium, pretty much every function in your body gets upgraded... from your brain... to your sleep... pain, and inflammation...and less stress. Here comes the best part: the makers of Magnesium Breakthrough - BiOptimizers - are having an incredible Black Friday special offer from November 21st to 29th. You can get - not only Magnesium Breakthrough - but all of BiOptimizers best in class products with 25% off. BiOptimizers only offers this discount once a year, so don't miss out. Just go to http://www.bioptimizers.com/happy and enter code happy10 to get 25% off any order.   I assure you that all BiOptimizers supplements are best in class. If for some reason you feel differently, you can get a full refund, no questions asked. They are so confident that they offer a 365-day money-back guarantee!

Debt-Free Latina
How to Curve Overspending

Debt-Free Latina

Play Episode Listen Later Jan 11, 2023 14:11


#062 - Mayra reviews ways to curve overspending.  What triggers us?  Taking time to analyze our triggers helps us course correct.  We all get tired, or in moods that sometimes get us in an impulsive mindset and enable us to forget about the initial plans we had with our money.     Connect with Mayra at https://DebtFreeLatina.com   Follow Mayra on Instagram at @debtfree.latina

Debt-Free Latina
Apple Pay Safety

Debt-Free Latina

Play Episode Listen Later Jan 3, 2023 11:00


#061 - Mayra shares her experience of losing her phone which had Apple Pay activated and paired to her debit cards.  She explains the steps she took to ensure her information was safe and secure.   Connect with Mayra at https://DebtFreeLatina.com   Follow Mayra on Instagram at @debtfree.latina

Limitless with Johanna Buchweitz
Money Strategies For Success and Security For Female Entrepreneurs with Karena Bell

Limitless with Johanna Buchweitz

Play Episode Listen Later Dec 21, 2022 59:23


When we're too busy running our business, we sometimes miss out on practices that can save us a whole lot of money. We inevitably become blind to certain charges from banks and merchant payment processors. As long as transactions are smooth, we take the charges as they are.Many companies are taken advantage of because the payment solutions being offered to them aren't long-term. What every entrepreneur needs is to be educated about how to save costs so they can make informed decisions based on accurate data.Karena Bell, founder and CEO of Turtle Bay Payment Solutions joins us this week on the Limitless Podcast to share the best tips on identifying the best payment services you need to support your business's growth.IN THIS LIMITLESS PODCAST EPISODE YOU WILL LEARNHow to determine the most suitable payment processors for your businessHow to make more informed decisions that contribute to your company's successHow to save company costs by finding out where you're paying too muchAsk Frankly Co. your most pressing business questions and get answers now: https://forms.gle/scCv8UD6g4UhjPZ59More Frankly Co. resources: https://franklyco.com/resources/Connect with Karena on LinkedIn: https://www.linkedin.com/in/karenambellConnect with Turtle Bay Payment Solutions on LinkedIn: https://www.linkedin.com/company/turtle-bay-payment-solutionsFollow Karena on Instagram: https://www.instagram.com/karena.bell1/

Debt-Free Latina
What To Do If You Receive an IRS Audit with Claudia Moncarz

Debt-Free Latina

Play Episode Listen Later Nov 29, 2022 17:57


#060 - On this episode, we have Tax Attorney Claudia Moncarz again on the show.  She provides steps to take if we ever get audited by the IRS.  Connect with Claudia at www.moncarzlaw.com Connect with Mayra at https://DebtFreeLatina.com  Follow Mayra on Instagram at @mayra.alejandra.garcia and @debtfree.latina

Debt-Free Latina
Mujeron Movement Event and What Was Covered On Stage

Debt-Free Latina

Play Episode Listen Later Nov 2, 2022 11:23


#056 - Mayra had the privilege of being on a panel at the Mujeron Movement Event with Sylvia Corea and Angelica Prescod.  Mayra was asked about a strategy that helped her get out of debt.  On this episode she covers what she shared on stage. Angelica Prescod is a Financial Planner and you can find her on IG @AngelicaPrescod Sylvia Corea is a representative for Arizona Bank & Trust Connect with Mayra at https://DebtFreeLatina.com Follow Mayra on Instagram at @mayra.alejandra.garcia and @debtfree.latina      

TODAY
TODAY 3rd Hour: Surprising money saving memberships. On The Money: Strategies to spend less and save money. Generation Next: Fashion designer and model mother. Winterizing your home.

TODAY

Play Episode Listen Later Oct 27, 2022 37:08


Vicky Nguyen shares some club memberships that will help you save money. Also, On The Money—Sharon Epperson shares some strategies that will help you cut down on spending and save money. Plus, Generation Next—The story behind designer Travis Terry and his fashion brand “IEMBE.” And, George Oliphant shares some tips on how to prepare for the winter.

Guts, Grit & Great Business
The Power of the Niche

Guts, Grit & Great Business

Play Episode Listen Later Jul 12, 2022 50:41


With Nicholle Overkamp, MBA, ChFC®, CDFA®, a personal finance expert and business coach for women. She's the Founder and CEO of Wilcox Financial Group and PowHERhouse Money Coaching. PowHERhouse Money focuses on business coaching for ambitious women, wealth coaching and educational programming! Wilcox Financial Group is a comprehensive financial planning firm. It was founded to create an environment that's progressive and client centric with outstanding high-touch service. Nicholle is also the Co-author of the best-selling book Money Bitch: A no BS guide for smart women to own their financial future. Empowering women isn't only a mission for Nicholle through her companies but also in her personal life as she serves on the Board for Girl Scouts of WNY, SheCAN!, and The Center for Hope of WNY. She's a fitness fanatic, outdoors lover, caffeine addict and Audible obsessed. Join us for this fabulous conversation where we talk about the power of niching down in order to explode your business, the importance of educating our clients to support the client journey, and the role of accountability for many service providers. You will love hearing how Nicholle broke through industry barriers in order to change her industry's landscape and create a business she loves. And stick around to the end where Nicholle shares some powerful financial and money strategies for making strides in both your business and your personal life. To visit the show notes page for this episode and others, visit https://legalwebsitewarrior.com/podcast.

MoneyDad Podcast
Launching Financial Grownups with Bobbi Rebell

MoneyDad Podcast

Play Episode Listen Later Jul 12, 2022 50:13


#016.  Today's guest is Bobbi Rebell.  Bobbi and I talk what inspired her to write her latest book “Launching Financial Grownups” and we get real about some of the challenges and struggles that she has had in raising her teenagers/young adult children as it relates to guiding them on making smart money decisions.  We talk about why teen/young adult children are taking longer these days to become independent adults compared to generations ago.  We get into why parents are artificially propping up lifestyles for their young adult children and the unintended message parents send to their young adult children when they support them.  And we talk about strategies on how we can avoid this.  We discuss why it is important to have a clear exit strategy if your adult child is moving back home with you and how the pandemic impacted relationships between parents and their older kids.  We dive into how being vulnerable and open about the money choices we as parents make can help teach kids about money.  And we dig into strategies parents can use when talking to their grown kids about money, especially when they seem to think they know better.  We also get into challenges that parents face in letting their adult children go from a financial dependence perspective, especially since these children are wrapped up in our identity.Show notes and more at:https://moneydadpodcast.com/session016

The Retirement Matters Show
EP: 101 - Safe Money Strategies

The Retirement Matters Show

Play Episode Listen Later Jun 20, 2022 21:40


On this weeks episode of The Retirement Matters Show Dale asks you to think about what is going on in today's market and to talk about what you can do in a retirement or any investment account to be able to safe guard some of your principals and protect it from losing money as the market sails off. At the time of this shows recording, we are looking at all time lows in the market. Within this episode, Dale will discuss ways to hedge against losses and give some general advice, for someone who is looking for security of principal or income in or near retirement. This is advice is not for listeners in their 20s or 30s looking to grow their account, if you are a listener in your 20s-30s, right now there are some really good growth opportunities for you. If you have 5 years or less in your time horizon and you are needing this money for income, it's a very dangerous time to be in the market. In this episode you will learn what is going on in the market and why it is happening. Tune in to this episode to get some great advice or contact us if you need help structuring your retirement account!

Your Money, Your Wealth
6 Money Strategies for Down Markets Depending on Your Goals - 379

Your Money, Your Wealth

Play Episode Listen Later May 24, 2022 49:19


As bear market territory freaked out some investors, YMYW listeners were a bit more chill as Joe and Big Al spitballed on their specific strategies to manage the decline: does it make sense to move to cash inside your retirement account? How do down markets impact Roth Conversion decisions for older investors? What should your asset allocation be now, during market volatility, if you're expecting a future windfall? How should you manage the relationship with your financial advisor if they buy high and sell low in your investment portfolio? Should you leave a partially vested pension to grow, or withdraw the money now and convert to Roth? What's the best way to withdraw from an IRA in a down market? Show notes, free financial resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-379

All Sides with Ann Fisher
Safe money strategies with Jonathan Pond

All Sides with Ann Fisher

Play Episode Listen Later Apr 7, 2022 54:40


Jonathon Pond joins All Sides with Ann Fisher with tips on how to maintain safe finances in the midst of uncertainty.

Filling The Storehouse
109. Raising Money Strategies with Marcus Long

Filling The Storehouse

Play Episode Listen Later Mar 14, 2022 64:25


"Do your best to present yourself to God as one approved, a worker who has no need to be ashamed, rightly handling the word of truth." - 2 Timothy 2:15 Today, we sit down and talk with returning guest Marcus Long, founder of A Long Legacy. We talk about our experiences in raising money, the good and the bad, how to continue to improve, even on the things that you're naturally good at, and finally, figuring out the best way that you can add value to new relationships. Learn more about A Long Legacy and connect with Marcus here: https://alonglegacy.com/ -- Join our Facebook Group: https://www.facebook.com/groups/311496040366540 Fill out our Questionnaire: https://forms.gle/fJu94WnTnQtbxNqBA — Do us a favor and leave us a review! Google: https://g.page/r/CaoZLT62mz8eEAo/review Apple Podcasts: https://podcasts.apple.com/us/podcast/filling-the-storehouse/id1505081414 Know someone who would make a great guest on our podcast? Let us know! stuart@storehouse310turnkey.com This podcast is sponsored by DoDReads.com which promotes lifelong learning, personal development and leadership that comes from the books you read. If you are interested in updating your military reading list, email: storehouse@dodreads.com Enroll in Podcast Systems University today and use with coupon code STU20 to get the course for only $297 and regularly $497! https://podcast-university1.teachable.com/?coupon_code=STU20&affcode=852973_kd3nu1_9 Get the 10 Levels of Passivity FREE Report by emailing: podcast@storehouse310turnkey.com Make planning a priority this year! Go to https://boldlyandco.com/ ** Use the Code: STOREHOUSE at checkout for a 20% discount on ALL products. ** Use the Code: STOREHOUSE495 gives a $200 off discount on the next workshop.