Podcasts about Money Talk

Snag Our Simplified Budget System!Hey Budget Besties!We're dusting off one of our favorite convos and bringing it back for you. This replay with our friend Skyler from the Money Talk Podcast is all about the “B word” (nope, not that one — budgets!) and how automation can turn your money from stressful to effortless.We dive deep into what financial automation actually is, why you don't need a zillion apps to make it work, and how to set up a simple bank account system that feels like your personal assistant. From creating separate “spending,” “bills,” and “savings” accounts, to building a month-ahead buffer, to getting those savings buckets growing without lifting a finger — we cover all the steps to put your money on autopilot.You'll hear:Why direct deposit should flow into your Bills Account first (and not your debit card!)How to make automation feel safe when you're not used to trusting your bank accountThe power of multiple accounts for groceries, gas, fun money, and personal spendingWhy having a month's income in reserve is like unlocking Level One of financial independenceThe surprising marriage-saving benefits of separate personal spending accountsHow naming your savings buckets (hello, “Hawaii Trip”!) can keep you from dipping into themWe even tackle the great credit card debate — why we're not fans of using them for everyday spending, and how to transition away from relying on them without feeling deprived.By the end, you'll see why we believe automation is the secret weapon for gaining confidence, clarity, and control over your money — without living in your spreadsheet.Connect With Us: 1️⃣ Facebook Group – Join the community. Our free group is where the real talk happens. Connect with other women who are learning how to budget, save, and finally feel in control, together. ➡︎ budgetbesties.com/facebook 2️⃣ Automate Your Budget Masterclass – Watch it now, no waiting. This FREE on-demand training shows you how to set up a budget that matches your lifestyle, without tracking every dollar or feeling restricted. ➡︎ budgetbesties.com/automate 3️⃣ Budget – Grab our Simplified Budget System! You don't need another budget, you need a system that does the math, makes the plan, and gives you permission to spend. ➡︎ budgetbesties.com/budget 4️⃣ Private 1-on-1 Coaching – Get a plan and a coach. We'll build your full budget system together, so you always know what to do and feel confident doing it. ➡︎ budgetbesties.com/coaching 5️⃣ Be on the Podcast – Free coaching, real convo. Come chat with us on the show! Get real-time financial coaching and help other women by sharing your story. ➡︎ budgetbesties.com/livecall "I love Shana & Vanessa and this podcast is amazing!"

You may have heard of the 4% Rule, which suggests 4% as the maximum sustainable rate of withdrawal from your retirement accounts, but over recent years the goal posts have been shifting, leading some to question the validity of this classic rule of thumb. Donna offers insights from experts on what rate of withdrawal makes sense based on current and projected cost of living, and the importance of building flexibility into your retirement plan. Also on MoneyTalk, how a surprising new type of scam is turning the model for retail fraud on its head, and when to consider taking social security early. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/25/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Social Security is one of those universal retirement topics that touches just about everyone, and as such, we like to give it its proper attention here on the MoneyTalk show. Nathan covers the information you need to know around Social Security rules, legislation, and the history of the programâs implementation. Also on MoneyTalk, changes to 401(k) catch-up contributions, when target date funds donât make sense for your portfolio, and more. Host: Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 8/22/2025; Original Air Date: 5/10/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Many people use a home equity line of credit for home renovations and unforeseen liquidity needs, but if you are carrying an old balance on your variable rate HELOC, the current high interest rate environment has not been friendly to you. Donna and Nathan discuss options for managing variable rate home equity loan balances, and strategies for paying down other forms of high interest debt. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 8/21/2025; Original Air Date: 4/4/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In this episode of The Arena! Podcast, we bring you Chuck Cheddar, a man dropping gems about money, credit, and business. He's not a financial advisor – but he's giving away free game on how to improve your credit, manage your money, and take the first steps toward starting your own business. This conversation is packed with valuable advice you can put into action right away, whether you're trying to clean up your finances or build something bigger for your future. Watch on YouTube – August 22nd at 9PM

Advisors Kyle Tetting, Adam Baley and John Sandstrom discuss market developments and their effects on long-term investors.

With the passing of the SECURE Act 2.0, the IRS age trigger for required minimum distributions has been raised to 73, but as we all know, Uncle Sam always gets his cut, so having a strategy is critical. Donna and Nathan discuss RMD planning, and how to use the rules to your maximum benefit. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 8/19/2025; Original Air Date: 10/15/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Marriage isn't a fairy tale—it's two imperfect people choosing to grow together through all of life's seasons. There will be times when you have to work at liking each other, moments when you need space, and seasons when you have to choose love over feelings. But here's what makes it worth it: you get to build something together that neither of you could create alone. You become witnesses to each other's growth, champions of each other's dreams, and partners in creating a legacy that outlasts your individual lives. Check out this week's episode to hear about the funny ways we've chosen to navigate this journey called love.       Our website: www.forbetterandworth.com Get Ericka's book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have Check out our local TV spotlight Connect with us: Instagram: @forbetterandworth YouTube: @forbetterandworth Ericka: @erickayoungofficial Chris: @1cbyoung  

In this episode of the Real Estate Pro Show, host Erika interviews Dr. Lina, a passionate real estate investor and wealth coach. Dr. Lina shares her journey into real estate investing, the tools she uses for property management, and the challenges she faces, including dealing with evictions. She discusses her unique approach to wealth coaching through her platform, Money Talk with Dr. Lina, emphasizing financial literacy and diversification in investments. The conversation also highlights success stories from her community and her aspirations for the future, including transitioning to multi-unit properties and helping others achieve financial freedom.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

We live in an increasingly frictionless world, with automatic bill payments and 401(k) contributions, but too few people apply this strategy to their emergency savings, and the result has been an increased rate of early retirement distributions for unforeseen expenses. Donna discusses the prevailing problem of 401(k) leakage, and how automating your savings can help you avoid it. Also on MoneyTalk, non-retirement planning blind spots, and keeping up with inherited IRA distribution rules. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/18/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Du verdienst gut, aber am Monatsende bleibt nichts übrig? In dieser Folge hörst du die 5 häufigsten Gründe für fehlenden Spar-Erfolg und erfährst, wie du aus diesem Muster herauskommst.

That stretch of time leading up to retirement is a critical period when your strategic retirement plan gets accelerated to get you past the goal line, and how you choose to focus your efforts and resources will make all the difference. Donna and Nathan run through some of the challenges and key decisions that youâll face from ages 50 to 65 as you position yourself for the big transition. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 8/14/2025; Original Air Date: 5/23/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Kyle Tetting, Steve Giles and Kendall Bauer offer investors insights on the latest financial and economic developments.

In this episode of the ATH Podcast, host Charuka Arora (founder of Arts to Hearts Project) sits down with Maria Brophy to talk about the real money side of being an artist — from pricing with confidence, selling art and prints, to making small but bold moves that actually build your dream career. If you've been wondering how to turn your art into a steady income without second-guessing yourself every step of the way, this is for you. No fluff. Just fundamental strategies and stories you can put into action.

How you choose to draw on your retirement assets can make a big difference in your overall tax liability, so unless you're feeling charitable towards the US government, having a strategy is critical. Donna and Nathan discuss the order in which you withdraw from your retirement accounts, and some actions you can take in the years leading up to retirement to help you benefit from more of your hard earned income. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 8/12/2025; Original Air Date: 6/20/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

When most people think of artificial intelligence, they picture futuristic robots or complex financial systems for major corporations. But AI has already woven itself into the very heart of our everyday money habits. And it is happening without us even realizing it. From simplifying budgeting to analyzing data, AI is changing how we approach financial decisions, making smart money management accessible, intuitive, and more effective than ever. We've even used it in our own financial life recently. Listen in to hear all of the ways to maximize your financial life using AI and how we did too!       Our website: www.forbetterandworth.com Get Ericka's book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have Check out our local TV spotlight Connect with us: Instagram: @forbetterandworth YouTube: @forbetterandworth Ericka: @erickayoungofficial Chris: @1cbyoung  

IRAs are one of the topics that we are consistently asked about, partly because the rules change so frequently, but also because of the steep penalties the IRS puts in place to enforce those rules. Donna takes us through some of the most frequently asked IRA questions, including: What are the current contribution limits? How long can I continue to contribute? How does an IRA differ from a 401(k)? And more. Also on MoneyTalk, developing your distribution strategy, and retirement expectations vs reality. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/11/2025; Original Air Dates: 7/24/2023 & 7/14/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

For as long as we've had written history, money has held three important functions in our society: as a medium of exchange, a unit of account, and a store of value. But that last function has come under pressure over time due to the presence of inflation. Nathan discusses how our understanding of money has evolved over the millennia, and why it matters for our future. Also on MoneyTalk, what to look for when researching mutual funds. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 8/8/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Mark Twain famously said, “There are lies, damn lies, and statistics“, and while it's true that numbers are often used creatively to benefit one party or another, statistics are one of the primary tools of a functioning society. Donna and Nathan walk us through some of the critical elements of our daily lives that rely on statistics, and why the firing of the head of the Bureau of Labor Statistics has garnered so much negative attention. Also on MoneyTalk, lessons from famed investor, Ray Dalio, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 8/7/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Kyle Tetting, Dave Sandstrom and John Sandstrom give investors insights on developments in financial markets and the economy.

Back when most people earned pensions, retirement planning was pretty straightforward, but as soon as the 401(k) shifted the responsibility to the worker, mistakes were inevitable. Donna and Nathan cover some of the common mistakes they see people make with their 401(k). Also on MoneyTalk, saving for your non-retirement needs, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 8/5/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

We were young and eager to become homeowners. We qualified, found the perfect house, and scraped together just enough for the down payment. But once we settled in, started growing our family, and lived a little life, we quickly realized one thing: homeownership is expensive. There are hidden costs that often catch new homeowners off guard. The truth is, owning a home comes with expenses that many don't fully anticipate. Understanding these "hidden costs" is crucial. It's not just to keep your finances in order, but to ensure long-term peace of mind. Here we break down the unexpected expenses of homeownership and how to plan for them.       Our website: www.forbetterandworth.com Get Ericka's book, Naked and Unashamed: 10 Money Conversations Every Couple Must Have Check out our local TV spotlight Connect with us: Instagram: @forbetterandworth YouTube: @forbetterandworth Ericka: @erickayoungofficial Chris: @1cbyoung    

We all know the dangers of making emotional investment decisions when markets are in turmoil, but it's easy to forget that our emotions can also lead us astray when times are good. Donna discusses how bull markets can create a false sense of security for investors and lead to bad decision making. Also on MoneyTalk, preparing yourself mentally for retirement, and paying taxes in retirement. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 8/4/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In this episode of Two Dads on Money, Lance Roberts & Jonathan Penn dive into how Millennials find financial advice in today's digital world. From TikTok influencers to YouTube financial experts, and from Reddit forums to traditional financial planners, where should Millennials really turn for smart money guidance? Lance reviews Monday's Market action, Eurozone vs U.S. economic growth expectations, and Palantir's earnings report. Millennials are getting a lot of financial information from AI, which is nothing more than GroupThink. Why the F.I.R.E. movement failed; retirement is boring; entrepreneurism and the realities of running your own business. Pro's & con's of Capitalism (it's not broken). SEG-1: Markets Stage Two 1% Moves in Two Days SEG-2a: Two Dads on Money - Where Millennials Get Financial Info SEG-2b: Making Money on The Internet SEG-2c: Legal Liabilities Behind Financial Advice SEG-2d: Beware of Get Rich Quick Advisors SEG-2e: Social Media Advice Purveyors Do Not Know You SEG-2f: The Rise & Fall of the FIRE Movement SEG-2g: Myths & Realities of Starting Your Own Business SEG-2h: Why Businesses Fail SEG-2i: The Need for Financial Education SEG-2j: Find a Mentor SEG-2k: Capitalism Isn't Broken Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=4CeRptptzCU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- The latest installment of our new feature, Before the Bell, "Markets Regain Footing at 20-DMA" is here: https://www.youtube.com/watch?v=W1ewHonE7Mw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Bull Streak Ends as August Begins" https://www.youtube.com/watch?v=IKtxyXbfikM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=1223s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRisk #MarketCorrection #MarketRally #Palantir #Capitalism #FinancialEducation #FIREMovement #MillennialMoney #20DMA #StockMarket2025 #BullMarketEnds #AugustStockTrends #InvestingAdvice #Money #Investing

In this episode of Two Dads on Money, Lance Roberts & Jonathan Penn dive into how Millennials find financial advice in today's digital world. From TikTok influencers to YouTube financial experts, and from Reddit forums to traditional financial planners, where should Millennials really turn for smart money guidance?   Lance reviews Monday's Market action, Eurozone vs U.S. economic growth expectations, and Palantir's earnings report. Millennials are getting a lot of financial information from AI, which is nothing more than GroupThink. Why the F.I.R.E. movement failed; retirement is boring; entrepreneurism and the realities of running your own business. Pro's & con's of Capitalism (it's not broken).   SEG-1: Markets Stage Two 1% Moves in Two Days SEG-2a: Two Dads on Money - Where Millennials Get Financial Info SEG-2b: Making Money on The Internet SEG-2c: Legal Liabilities Behind Financial Advice SEG-2d: Beware of Get Rich Quick Advisors SEG-2e: Social Media Advice Purveyors Do Not Know You SEG-2f: The Rise & Fall of the FIRE Movement SEG-2g: Myths & Realities of Starting Your Own Business SEG-2h: Why Businesses Fail SEG-2i: The Need for Financial Education SEG-2j: Find a Mentor SEG-2k: Capitalism Isn't Broken   Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=4CeRptptzCU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- The latest installment of our new feature, Before the Bell, "Markets Regain Footing at 20-DMA" is here: https://www.youtube.com/watch?v=W1ewHonE7Mw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Bull Streak Ends as August Begins" https://www.youtube.com/watch?v=IKtxyXbfikM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=1223s ------- Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025: https://streamyard.com/watch/pbx9RwqV8cjF ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/   #MarketRisk #MarketCorrection #MarketRally #Palantir #Capitalism #FinancialEducation #FIREMovement #MillennialMoney #20DMA #StockMarket2025 #BullMarketEnds #AugustStockTrends #InvestingAdvice #Money #Investing

We often talk about the importance of promoting financial literacy in our society, but sometimes it can be hard to know where to look for good content. Nathan offers highlights from two books that offer valuable insights on managing money: Ben Carlson's “Don't Fall For It: A Short History of Financial Scams”, and Scott Patterson's “Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crises”. Also on MoneyTalk, why many companies today choose to stock buybacks over paying dividends. Host: Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 8/1/2025; Original Air Dates: 7/19/2023, 8/23/2023 & 4/10/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Money Talk 8-3-25 by

Letâs be honest, none of us like thinking about our mortality, and this blind spot can often lead to procrastination with addressing important estate planning matters. Donna and Nathan discuss some of the more common estate planning mistakes and some simple steps you can take to ensure that your assets are protected for the long haul. Also on MoneyTalk, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/31/2025; Original Air Date: 7/25/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

News on the Fed, inflation, employment, earnings and tariffs. Art Rothschild and Tom Pappenfus offer insights for investors.

Buying a single family home today is harder than ever, and one reason is the increase in corporate investors coming to the table with cash to flip or acquire these homes as rental property. Donna and Nathan discuss how competition from corporate investors is making home ownership nearly unattainable for first-time buyers, and measures that some state governments are taking to attempt to even the scales. Also on MoneyTalk, common IRA misconceptions, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 7/29/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Money Talk 6-29-25 by

Money Talk 7-13-25 by

Money Talk 7-20-25 by

Money Talk 7-27-25 by

Moneytalk 7-6-25 by

飛碟聯播網《飛碟早餐 唐湘龍時間》2025.07.30 週三財經產業趨勢單元 專訪：財經專家、【老周的MONEY TALK】podcast 主持人｜周岐原 主題：《真危機與假警報：解讀總體經濟風險，做出精準判斷》天下文化 不是每次警報響起都代表經濟即將崩潰， BCG經濟學家帶你穿透雜音，識別風險的真實走向。 烏克蘭戰爭帶來地緣政治隱憂；川普關稅大刀亂揮，全球經濟衰退焦慮再起；假新聞亂竄，加深社會信任危機；昨天被利空拖垮的股市，今天卻又突然暴量上漲……不可捉摸的現代經濟，明天會朝哪個方向發展？我們是否徹底失去預測能力？ BCG首席經濟學家菲利浦．卡爾森-斯雷札克（Philipp Carlsson-Szlezak）與保羅．史瓦茲（Paul Swartz）為焦慮的你我提出解方。他們認為，有關經濟崩潰與衰退的主流輿論通常只是虛驚一場，只要掌握新的分析架構，就能擺脫不可靠的末世論，揮別假警報的威脅。 作者簡介： 菲利浦．卡爾森-斯雷札克（Philipp Carlsson-Szlezak） 波士頓顧問公司全球首席經濟學家、紐約辦公室合夥人暨常務董事，也身兼波士頓顧問公司亨德森智庫（BCG Henderson Institute）的總體經濟學研究中心領導人。 保羅．史瓦茲（Paul Swartz） 波士頓顧問公司亨德森智庫總體經濟學研究中心資深經濟學家，波士頓顧問公司紐約辦公室執行董事。 #危機 #警報#經濟#景氣#崩盤#地緣政治#通膨#貿易#周岐原#天下文化#真危機與假警報 ▶ 《飛碟早餐》FB粉絲團  / ufobreakfast  ▶ 飛碟聯播網FB粉絲團  / ufonetwork921  ▶ 網路線上收聽 http://www.uforadio.com.tw ▶ 飛碟APP，讓你收聽零距離 IOS：https://reurl.cc/3jYQMV Android：https://reurl.cc/5GpNbR ▶ 飛碟Podcast Apple Podcasts : https://apple.co/3jFpP6x Spotify : https://spoti.fi/2CPzneD KKBOX：https://reurl.cc/MZR0K4 -- Hosting provided by SoundOn

The decision on how to take your pension is an important one, and while it may be enticing - and in some cases even advisable - to take that lump sum, this may not necessarily be the best option for you. Donna and Nathan discuss how to approach the decision-making process around taking pension distributions. Also on MoneyTalk, long-term care insurance planning, 60 day rollover rules, and more. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 7/28/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

The steam engine was among the first major innovations of the industrial era, and also one of the first monopolies in our nation's history. On this edition of our MoneyTalk Moment in Financial History, Nathan and Daniel take us through the history of the steam engine from the innovations of James Watt, to the monopoly that fed the early growth of the Industrial Revolution, they explore how steam power reshaped industries, transportation, and society itself. Also on MoneyTalk, budgeting best practices, and some unique takes on retirement living. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 7/23/2025; Original Air Dates: 5/24/2023 & 10/24/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Adam Baley and Dave Sandstrom explain how record stock prices, new tariffs, pressures on the Fed affect long-term investors.

Ever since the advent of index funds and ETFs, the industry has debated the value provided by mutual fund managers, especially with passive alternatives available at lower cost to investors. Donna and Nathan consult the data and discuss the benefits and drawbacks of active and passive investments. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/17/2025; Original Air Date: 12/20/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

We try to take a calculated approach to decision making with our money, but more often than not, those decisions are driven by emotions. Donna and Nathan use the framework of behavioral finance to explain the role the investment advisor can play in helping to offset some of our counterproductive tendencies. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/18/2025; Original Air Date: 1/27/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

On this episode of MoneyTalk, Nathan discusses a new strategies for unused 529 savings, how to lower your tax bill with qualified charitable distributions, challenges with budgeting, and how to determine your risk tolerance. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 7/21/2025; Original Air Date: 8/22/2023 & 3/18/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In this episode, Brandon sits down with Jake, a serial entrepreneur and the visionary co-founder of Gathering the Kings, a powerful mastermind community built for entrepreneurs, by entrepreneurs.   Together, they dive deep into what it really means to succeed, not just in business, but in every area of life.   Jake is more than a business builder; he's a leader who believes in doing life well across the board. Through Gathering the Kings, he's helping entrepreneurs win not just at work, but at home, in their health, and in their spiritual walk.   What you'll learn in this episode: The hidden struggles many entrepreneurs face behind the scenes Why success without balance can leave you feeling empty The power of intentional living (and how to start) How community and accountability can fuel your personal and professional growth What Gathering the Kings is doing to raise up the next generation through Generation Next   If you're a business owner who's tired of the hustle-only culture and looking for something deeper, this episode is for you. Get ready to be inspired, challenged, and equipped with tools to build a life of real, holistic wealth.  

Send us a text

Ever since the advent of index funds and ETFs, the industry has debated the value provided by mutual fund managers, especially with passive alternatives available at lower cost to investors. Donna and Nathan consult the data and discuss the benefits and drawbacks of active and passive investments. Also on MoneyTalk, Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/17/2025; Original Air Date: 12/20/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Trump's One Big Beautiful Bill has been criticized for disproportionally benefiting the wealthy, but it also included some changes for retirees and other key groups that could make a real impact. Donna and Nathan discuss some of the positive provisions of new spending bill, including: an additional tax deduction for seniors, student loan reform, and investment contributions for newborns. Also on MoneyTalk, when it does (and doesn't) make sense to take social security early, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/15/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

If you've ever felt overwhelmed by your agency's numbers—or just kind of guessed your way through profitability—this episode is your wake-up call.Whitney Lee sits down with Louise Hipperson, CEO of The Finance Agency, to unpack what's really going on behind the spreadsheets. Louise shares her own journey into finance, then dives into what every agency owner needs to understand: how to use financial data to make smart decisions and actually boost profitability.In this episode, you'll learn:Why team utilization and project scoping are make-or-break metricsHow to use billable rates strategicallyThe power of niching down (yes, even when it feels scary)What most agency owners get wrong about money—and how to fix itIf you're ready to shift from flying blind to making confident, data-backed moves in your business, this one's a must-listen.---------The Finance Agency on InstagramLouise Hipperson on LinkedIn---------Whitney on Instagram Whitney on LinkedInTrue Story PR Website

The Moneywise Radio Show and Podcast Thursday, July 17th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management LinkedIn: Moneywise_Wealth_Management

Ready to break up with boring money talk? Welcome to Everyone's Talkin' Money — your new go-to for honest, jargon-free conversations about money and life. Hosted by an award-winning financial advisor, Shari Rash, who actually gets your real life (no latte-shaming here!), this show goes way beyond budgets and spreadsheets. Tune in for smart solo episodes and unfiltered expert interviews that decode how money really impacts your stress, happiness, relationships, and dreams. You'll learn how to take care of your money without giving up what makes life sweet. New episodes drop three times a week — hit follow and get one conversation closer to living life on your terms. Learn more about your ad choices. Visit megaphone.fm/adchoices