Podcasts about money matters

On this week's Money Matters, Scott and Pat break down why the recent bear market recovery was unusually fast—and what that means for investors—while exploring how AI is reshaping how individuals plan and invest. They also highlight the risks of being overly concentrated in employer stock and take real-life listener calls on long-term care insurance, real estate strategy, and achieving financial independence through alternative lifestyles. It's a well-rounded discussion packed with practical advice on rebalancing, tax strategy, and making smart money decisions in uncertain times. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

In dieser Episode von Money Matters spreche ich mit Alexandra und Jasmin aus unserer Community. Beide sind bereits Investorinnen und wir diskutieren ihre persönlichen Erfahrungen, die Herausforderungen, vor denen sie standen, wie sie die ersten Schritte gewagt haben und welche Fehler ihnen dabei passiert sind.Wir sprechen über ihren Umgang mit Risiken, Schneeballsysteme und Schulden. Die beiden geben offen und ehrlich Einblick, wie es in der Realität beim Investieren läuft. Die Theorie kann man leicht lesen, jedoch ist es in der Umsetzung meist ganz anders, wenn die eigenen Emotionen dazukommen.Erwähnte Episoden:131 - Zwei Investorinnen erzählen von ihrem Start, den Hürden und Fehlern (I)Erwähntes Buch:Ein Hund namens Money von Bodo SchäferWerbung:Sponsorin von Money Matters ist die ⁠⁠⁠Bank Cler⁠⁠⁠. Vielen Dank! Die Bank Cler redet mit dir über Geld – offen und ehrlich. Egal, wie viel du davon hast. Und zwar so, wie's ihr Name verspricht: «Cler» bedeutet im Rätoromanischen «klar, einfach, deutlich». Die Bank Cler macht also deine Bankgeschäfte so unkompliziert und angenehm wie möglich. Dieser Podcast ist keine Finanz- oder Anlageberatung und stellt keine Aufforderung zum Kauf oder Verkauf von Produkten dar! Ich übernehme keinerlei Haftung für die Richtigkeit der Informationen im Podcast. Das Handeln von Wertpapieren an der Börse ist ein Risiko und du trägst die Verantwortung für deine Finanzen!

On this week's Money Matters, Scott and Pat tackle some hot financial topics—starting with the gold rush (yes, even Costco's in on it). They break down what gold can and can't do for your portfolio. Then it's life insurance: if you've got an old whole life policy, is it still worth it, or should you cash it in and reinvest? They also help listeners navigate tricky tax planning moves, like tracking after-tax IRA contributions and understanding required minimum distributions (RMDs). Later, Victoria Bogner, Allworth's Head of Wealth Planning, shares how one client used a covered call strategy to generate $90,000 a year—without selling a single share of stock. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Cost cutting is in the headlines everywhere you look. In this episode of Money Matters, Chad P. Wilson shares some insights on how to engage in cost cutting conversations in ways that are productive.  This episode was recorded on June 3, 2025 by President Chad P. Wilson of Foundation Bank.

Singapore shares nudged above the flatline early on as investors continue to mull the state of the global economy. The Straits Times Index was up a marginal 0.05% at 3,892.44 points at 10.40am Singapore time, with a value turnover of S$398.81M seen in the broader market. In terms of companies to watch today, we have CapitaLand Ascendas Reit, after the manager said today that it received in-principle approval for the listing and quotation of up to 202.4 million new units of CapitaLand Ascendas Reit on the mainboard of the Singapore Exchange yesterday. Elsewhere, from China’s factory activity in May shrinking for the first time in eight months, to gold prices edging up to hit a near four-week high amid a weaker US dollar, more international headlines remain in focus. Also on deck – what simmering trade tensions between the US and China mean for investors. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Dan Chang, Investment Specialist and Trading Representative, PhillipCapital.See omnystudio.com/listener for privacy information.

The NRF 2025: Retail’s Big Show Asia Pacific at Marina Bay Sands Singapore runs from the 3rd to 5th of June 2025, with MONEY FM bringing you three LIVE “Under the Radar” conversations during this period. Themed “Retail Unlimited”, NRF 2025 promises limitless possibilities in retail, from enhanced customer experiences to digital transformation strategies. It also aims to foster conversation among leaders in the global retail system, with representatives from over 25 retail associations worldwide in attendance. In part one of this three part Under the Radar Specials series broadcast LIVE at NRF 2025: Retail’s Big Show Asia Pacific, Money Matters’ finance presenter Chua Tian Tian speaks to Samuel Sanghyun Kim, Vice Chairman & Group CEO, Lotte Retail for an inside look into the retail arm of one of Asia’s largest and most diversified conglomerates – Lotte Group. Samuel and Tian Tian talked about Lotte Retail's business verticals, as well as the bright spots for growth, its recent moves to expand in Southeast Asia and in Singapore, as well as its plan to invest US$5.06 billion in shopping malls by the end of the decade to diversify its portfolio.See omnystudio.com/listener for privacy information.

The NRF 2025: Retail’s Big Show Asia Pacific at Marina Bay Sands Singapore runs from the 3rd to 5th of June 2025, with MONEY FM bringing you three LIVE “Under the Radar” conversations during this period. Themed “Retail Unlimited”, NRF 2025 promises limitless possibilities in retail, from enhanced customer experiences to digital transformation strategies. It also aims to foster conversation among leaders in the global retail system, with representatives from over 25 retail associations worldwide in attendance. To encourage more exchanges and activity, the event capacity has been doubled to accommodate over 10,000. Several new features are also in store this year, including an exclusive CEO club or a gathering space for top retail executives to exchange ideas on the biggest trends and issues keeping them up at night. In part two of this three part Under the Radar Specials series broadcast LIVE at NRF 2025: Retail’s Big Show Asia Pacific, Money Matters’ finance presenter Chua Tian Tian spoke with Ryf Quail, Managing Director for APAC, Comexposium. Composium is the organiser of NRF 2025: Retail’s Big Show Asia Pacific for an overview of the event.See omnystudio.com/listener for privacy information.

On this week's Money Matters, Scott and Pat explore the evolution of fixed income investing—from traditional bonds to the rapidly expanding world of private credit—and what it means for your portfolio. They also offer practical advice on weathering market volatility in retirement and share a powerful conversation with a listener who's rebuilding his financial life after 20 years of incarceration. It's a compelling mix of market insights, real-life challenges, and practical strategies to help you secure your financial future. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.  

This week Lydia Thomas brings us along as the local Nevada County branch of Meals on Wheels delivers meals to seniors. Lydia investigates how the program works and if it will be impacted by federal budget cuts. Money Matters host Marc Cuniberti returns with a brand new commentary on tariffs and who will bear the brunt of cost increases.Sherrie Cunningham talks with Henry Diltz, the famed photographer who's work documented the 60s and 70s rock music scene including Woodstock and Laurel Canyon. To close it all out, an essay by Nevada City poet Molly Fisk.

On this airing of Your Money Matters: Segment 1: Kevin Micheli, President and COO at Charles Hall Construction, joins Jon Hansen to discuss Kevin’s latest building project, a 154-unit development. The two also talk about the hurdles in the building process and the best aspects of Fox Lake. Segment 2: Ben Salinski, a Statehouse reporter […]

Money Matters Conference 2025 - Sola Adesakin - May 24th, 2025 by Kingsword Ikeja

Is it a recession indicator that no one can afford to date right now? We find out how the cost of living crisis is impacting your love life, how important financial compatibility is for a relationship and whether or not you should merge or keep your money separate. SHOW NOTES:BMO Real Financial Progress Index (2025) - The price of love: How a rising cost of living is affecting dating and relationshipsLending Tree Report - 23% of People in Relationships Have Ended One Due to Financial Incompatibility Fidelity study - How money can build or break your relationship, according to experts International Association for Relationship Research - “When couples fight about money, what do they fight about?” (2023)DM us your thoughts, questions, topics, or to just vent at @triplejthehookup on IG or email us: thehookup@abc.net.auThe Hook Up is an ABC podcast, produced by triple j. It is recorded on the lands of the Wurundjeri people of the Kulin nation. We pay our respects to elders past and present. We acknowledge Aboriginal and Torres Strait Islander peoples as the First Australians and Traditional Custodians of the land where we live, work, and learn.

Let's talk about the money lessons your kids aren't getting in school!

Money Matters Conference 2025 - Panel Session - May 24th, 2025 by Kingsword Ikeja

Money Matters Conference 2025 - Dr. Olori Boye-Ajayi - May 24th, 2025 by Kingsword Ikeja

Money Matters Conference 2025 - Fireside chat john obidi - May 24th, 2025 by Kingsword Ikeja

Money Matters Conference 2025 -John Obidi- May 24th, 2025 by Kingsword Ikeja

On this week's Money Matters, Scott and Pat examine the implications of new rules for 401(k) catch-up contributions and discuss whether they really benefit the average person. Plus, they help callers navigate the complexities of fixed index annuities and inherited IRAs and explain why understanding these financial products is crucial. Allworth advisor Laurie Ingwersen joins the show to explain how a Roth conversion strategy can lessen a big tax burden. Finally, Scott and Pat share real-life stories and offer insights into maximizing your retirement savings while steering clear of potential pitfalls.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Federal employees are facing one of the most disruptive years in modern history. Over 275,000 positions have been impacted through layoffs, buyouts, and reclassifications — and many workers are left wondering: What now? To help us make sense of it all, I welcomed back Brian Kuhn, a seasoned financial advisor and federal benefits expert who first appeared on Money Matters in 2014. We discuss: ✅ What the current administration's restructuring means for public sector workers ✅ How to evaluate early retirement or exit offers ✅ What steps to take before you make a decision ✅ How to protect your pension, healthcare, and financial future Whether you're nearing retirement or just trying to stay afloat, this episode is packed with insight and practical advice.  

Money is a major stressor that affects our mental health, yet it remains a taboo topic many avoid discussing. Dr. Shannon Matthews joins us to explore the psychological impact of financial stress and how to develop a healthier relationship with money.• Financial stress affects everyone - even those with adequate resources worry about future economic uncertainty• Anxiety and depression are common responses to financial stress, often manifesting in physical symptoms like disrupted sleep and poor eating habits• "Retail therapy" does release feel-good endorphins but serves as a temporary fix to deeper issues• Planning purchases rather than emotional spending helps maintain financial control while still enjoying occasional treats• Childhood experiences shape our adult relationship with money through learned behaviors and attitudes• Creating shopping lists before entering stores helps prevent impulse purchases driven by emotional needs• News consumption can trigger financial anxiety - limit exposure to maintain perspective• Seeking help for financial stress should be normalized just like getting treatment for physical health issues• Surrounding yourself with financially healthy individuals helps develop better money habits• Maintaining dignity in financial conversations by keeping the person in the "driver's seat" of their financesIf you're experiencing financial stress, don't suffer in silence. Talk to a financial counselor, mental health professional, or trusted advisor before things snowball out of control. Visit neighborsfcu.org/financial-wellness for more tools to help you build a strong financial future.Have an idea for a show or a question for Kim? Send us a text messageSupport the showWelcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.

Over half of student loan payments are past due. Whether you have student loans or not, Chad P Wilson unpacks implications of this major financial adjustment in this episode of Money Matters.  This episode was recorded on May 20, 2025 by President Chad P. Wilson of Foundation Bank.

If the Bible mentions money more than 2,000 times, why do many pastors find it challenging to preach about? If finances affect every person in the pew, with many struggling in some area of their finances, there is a significant need for discipleship around money and generosity in churches. What makes financial generosity a difficult spiritual discipline for many Christians? In this episode, Todd Unzicker sits down with Art Rainer, founder of Christian Money Solutions, to unpack why generosity should matter to Christians, what the Bible teaches about giving, and the resources available to N.C. Baptist partnering churches. Listen in as they explore the heart behind the “8 Money Milestones” curriculum, and learn more about how your church can benefit from a new partnership between N.C. Baptists and Christian Money Solutions.

Divorce isn't just emotionally draining—it's a complete financial reset. From supporting two households on the same income to rebuilding credit, the challenges are real. Check out the latest episode on navigating financial strain during divorce for practical solutions.Join our Signal Channel: https://shorturl.at/8yqTbJoin The Divorce Dadvocate Membership Community - FULL Episodes - Live Meetings – FREE Workshops & Courses – Private Discussion Groups & MORE! - https://thedivorceddadvocate.com/membership-tiers/How Are You Adjusting To Your Divorce? Find out in this quiz - http://www.thedivorceddadvocate.com/divorce-quiz.html*FREE Dads Guide To Divorce* How to survive and thrive during and after divorce: http://www.dadsguidetodivorce.comDon't suffer in silence! Get relief from the pain and confusion of your divorce and schedule your FREE, No Obligation Coaching Consultation - schedule a time directly into my schedule at www.TalkWithJude.com.Join other divorced dads who have experienced or are experiencing divorce in this FREE Divorced Dads Online Meetup Group - https://www.meetup.com/Divorced-Dads-Meetup-Group/Other Resources:The Divorced Dadvocate Website - http://www.TheDivorcedDadvocate.comThe Divorced Dadvocate YouTube Channel - https://www.youtube.com/watch?v=GeSwx-F8KK4&list=PLT4HyN5ishYJznK51205ESxGZ2d19YkBpThe Divorced Dadvocate Podcast - https://thedivorceddadvocate.buzzsprout.com/Divorced Dads Online Meetup Group - https://www.meetup.com/Divorced-Dads-Meetup-Group/The Divorced Dadvocate Facebook Group - https://www.facebook.com/thedivorceddadvocate/Music credit: Akira the DonSend us a text Support the show

Doug Hepburn, CPA/PFS, CFP of Hepburn Financial Advisors talks with Robin Bond, Esq. of Transition Strategies about employment issues, then they interview Aaron Cirksena, CEO of MDRN Capital about retirement planning and with ideas to deal with it. The post Money Matters TV 25-18 Cirksena appeared first on Money Matters TV.

Mike Dever, Founder of Brandywine Asset Management talks with Patricia Godwin, Senior Vice President and Wealth Advisor at Coral Gables Trust to investigate and learn all about trusts and how they work. Mike talks about investing with emphasis on downside … Continue reading → The post Money Matters TV 25-12 Godwin appeared first on Money Matters TV.

Mike Verrill, CEO of VPE Advisors, LLC talks with Jim Fendrick, President & CEO of Rockland Immuno Chemicals, Inc. dealing with the basic Chemical Bio business that include protein, genes and other basic Bio building blocks for Pharma. and Bio … Continue reading → The post Money Matters TV 25-13 Fendrick appeared first on Money Matters TV.

Doug Hepburn, CPA/PFS, CPA of Hepburn Financial Advisors talks with Robin Bond, Esq. of Transition Strategies, LLC about employment in these times with points being: have a good relationship with your boss, and put the spot light on you. Later … Continue reading → The post Money Matters TV 25-14 Provost appeared first on Money Matters TV.

Dan White, CEO of Daniel A. White and Associates talks with Vahan Janjigian, C.I.O. of Greenwich Wealth Management about trade deficits, tariffs and recession in the investment world. Questions answered — 1. What is a trade deficit? 2. Why does … Continue reading → The post Money Matters TV 25-16 Janjigian appeared first on Money Matters TV.

Kimon Hatza, Esq. of GrowthCounsel, LLC talks with Charlie Huntington of Life Sciences PA about Bio Tech news then they interview Ken Valuvanee, President and CEO of Facet Life Sciences discussing a better way to do scientific therapeutic development. The post Money Matters TV 25-17 Valuvanee appeared first on Money Matters TV.

The post Money Matters TV Matt Dever appeared first on Money Matters TV.

Tami Fratis of Act Capital Advisors talks with Doug Bloom of DAB Ventures about venture capital then they interview Leo Chubinishvili, CFP of Access wealth about retirement planning. The post Money Matters TV 25- 20 Chubinishvili appeared first on Money Matters TV.

On this week's Money Matters, Scott and Pat dive into one of the most overlooked decisions in estate planning - choosing the right trustee. They break it down with real-life stories that show just how much the wrong choice can stir up family drama or even land you in legal trouble.  They also take live calls from listeners with real money questions - everything from keeping up with 401(k) contributions to making smart real estate moves. As always, Scott and Pat bring their no-nonsense advice to help people make confident, informed choices. And if market ups and downs have you on edge, they've got you covered there too. Hear their thoughts on how to stay steady during volatility, use tax loss harvesting to your advantage, and even turn charitable giving into a smart tax strategy.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.      

What if your kid's lemonade stand became a legit business? In this episode, we crack the “Education Matrix” code, turning allowances into assets, guiding kids to buy real estate, launch ventures, and master money without brewing entitlement. Get ready-to-use tools and stories to make you their first business coach.   Key takeaways to listen for Why everyday financial topics in conversations are vital for kids How a simple visual can change kids' learning curve around money Mastering one specialized skill vs. being well-rounded The best financial lessons you can give your kids A way to give money a deeper purpose in a child's life   Resources Education Matrix   Connect with UsTo learn more about us, visit our website at www.18summers.com or email us at info@18summers.com. To get a copy of our book “The Family Board Meeting”, click here. Subscribe to 18 Summers Podcast and leave a rating and written review!   Social Media Channels Facebook Group: 18 Summers LinkedIn: Jimmy Sheils Instagram: @18summerstribe

Welcome to the YOU CAN CALL ME “BOSSY” PODCAST! In this quick hit episode, I opened up about politics and personal values in a candid, unapologetic conversation. Inspired by a recent client discussion and the current state of the world, I share my thoughts on navigating political turmoil as a business owner, embracing privilege with awareness, and channeling energy into what we can control—especially when things feel overwhelming. This is a real talk about privilege, activism, and taking care of your own mental health so you can show up for your community. Whether you're feeling anxious about the political climate, unsure how to balance advocacy with your business, or simply looking for reassurance that it's okay to curate your own space, this episode is all about standing in your power, owning your values, and making a positive impact—your way. Key Takeaways: Distinction between being a political commentator vs. sharing personal convictions Navigating guilt related to privilege and using awareness for positive impact Balancing staying informed with avoiding overexposure to polarizing media Episode Resources: CLICK HERE to book a discovery call for LevelUp If you enjoyed this episode and are excited for more, please be sure to SUBSCRIBE and write a review to help build momentum and support the show (5-stars would be AWESOME!) _____________________________________________ JOIN US IN - THE CLUB - An annual membership where high-achieving women come together to unapologetically OWN THEIR “BOSSY” in order to rise to the top, make massive impact, and not burn out while doing it. Join TODAY to get access to all past workshop replays and past group coaching calls - always incredible takeaways and AHA moments from reviewing these sessions! Grab your spot in THE CLUB today by CLICKING HERE! _____________________________________________ LET'S FREAKING GO!GRAB THIS FREE DOWNLOAD: GRAB 100 FREE JOURNAL PROMPTS TO OWN YOUR BOSSY BY CLICKING HERE LET'S CONNECT: Follow me on Instagram, LinkedIn, TikTok, or join my STAND IN YOUR POWER FACEBOOK GROUP Grab a signed copy of my bestselling book STAND IN YOUR POWER HEREWatch my TEDx Talk “The Wisdom of Your Ancestors Should Be Ignored” HERE

In this episode of *Everyday Black Men* podcast, the crew breaks down the new Trump tax bill with Stylish kicking things off with confusion about how MAGA accounts would even work. White Collar Suge argues that while it benefits the wealthy, working-class folks won't see real change unless they own assets, not just jobs. Riker leans in with sarcasm, wondering if the new lick will be opening a business overseas, while the Black Libertarian opposes the bill as a loss for personal freedom and smaller government due to the attack on personal exemption taxes. The group later debates whether trickle-down economics is just cosplay for rich people playing economist by raising taxes on the poor. As always, the episode wraps up with strong opinions, sharp jokes, and just enough chaos to make you question your next paycheck.Become a supporter of this podcast: https://www.spreaker.com/podcast/everyday-black-men--2988631/support.

Shanta shares why she has been absent from the world of podcasting for a year. On this pod-snack she shares tips and tools to help navigate challenges that are beyond our control such as Loss of income, Mental Health issues with family, and her experience with Burnout. Shanta shares what you can expect in the future regarding the Podcast.   It's been a while, get your snacks, and get ready to chill with Shanta as she takes you on a short journey of what has been happening over the past year. Be sure to subscribe to the show. Become a supporter of this podcast: https://www.spreaker.com/podcast/authentic-talks-2-0-with-shanta--4116672/support.

On this week's Money Matters, Scott and Pat break down April's market shifts, explaining how volatility impacted portfolios and why long-term strategies were crucial. Plus, they explore how investors can align their financial decisions with their personal values. Finally, Scott and Pat answer listener questions, covering topics like optimizing life insurance and strategies for converting retirement accounts to Roth IRAs. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.  

Gwyn and Ode talk about the fact that everything is about to get more expensive.

On this week's Money Matters, Scott and Pat explore the benefits of tax-loss harvesting during volatile markets. Then, they're joined by Simone Devenny, Head of Private Wealth Strategies at Allworth, to dive into key financial strategies for entrepreneurs and business owners, including tax optimization, estate planning, and succession strategies. Finally, they answer listener questions on topics like lump-sum payments, Direct Indexing, and how to manage tax-deferred savings. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.    

On this week's Money Matters, Scott and Pat explore how political forces are swaying the markets, plus the growing role of AI in shaping financial decisions. Next, they mediate a financial disagreement between a couple wondering if they should move long-term assets into cash. Finally, they check back in with a listener who wanted to know if he and his wife could retire early enough to truly enjoy their golden years. Find out what Scott and Pat advised—and whether he followed through. Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.