Podcasts about more than money

A Story That Changes the Way You See Wealth When Bruce and I sat down with Michael Cole for The Money Advantage Podcast, the conversation didn't just scratch the surface of wealth management—it went straight to the heart of what wealth really means. Here's a man who has advised families with an average net worth of more than $500 million, co-founded the largest network of centimillionaires in the U.S., and written the bestselling book More Than Money. https://www.youtube.com/live/DTWacmQHhSU And yet, when we asked him about retirement, he smiled and said, “I don't plan on retiring. I'm finally doing the work that's closest to my life purpose.” That one statement reframed everything. Because if someone with Michael Cole's track record and access to the ultra-wealthy believes that life purpose—not just money—is the real destination, then we all have something to learn. A Story That Changes the Way You See WealthWhy This Matters to YouMichael Cole's Journey to the Top of Wealth ManagementWealth Is More Than Money – The Six Forms of CapitalThe Impact of Wealth – Purpose Over PossessionsBuilding a Culture That Outlasts YouWhat the Ultra-Wealthy Invest in Right NowOvercoming Cultural Narratives About WealthWhat Michael Cole Teaches Us About WealthBook A Strategy Call Why This Matters to You Whether you're just starting to build wealth, sitting on a successful business, or thinking about how to transfer assets to the next generation, the insights from Michael Cole matter to you. Here's why: Michael has spent decades inside family offices, helping entrepreneurs, centimillionaires, and billionaires not only grow their capital but also grow their impact. He's seen firsthand what works—and what fails—when it comes to preserving wealth and legacy. In this article, Bruce and I want to unpack the conversation we had with Michael Cole so you can walk away with: A clear understanding of why wealth is more than money How to think about the impact of wealth on your family and community Practical insights into what the ultra-wealthy are investing in right now How to create a family culture that outlives you Most importantly, you'll see how Michael Cole's perspective can empower you to stop chasing money as the end goal and start building a legacy that truly matters. Michael Cole's Journey to the Top of Wealth Management Michael's resume reads like a roadmap of the private wealth industry: Merrill Interest Trust Company, Wells Fargo's Abbott Downing, Ascent Private Capital Management, and Crescent Capital Management. At each stage, he wasn't just managing billions in assets—he was rethinking what it means to be a steward of wealth. And eventually, he co-founded R360, a peer-to-peer community of centimillionaires and billionaires built on one core belief: Wealth is more than money. That perspective didn't just come from financial spreadsheets. It came from listening. Michael Cole is the kind of leader who pauses before he answers, considers both sides, and responds with wisdom. That's why Bruce said during the episode, “Talking with you is like talking to my little brother. You think deeply, you listen, and you answer with both intellect and empathy.” Wealth Is More Than Money – The Six Forms of Capital Michael Cole teaches that wealth stewardship requires diversification beyond just financial assets. His model highlights six forms of capital: Financial capital – the money itself Intellectual capital – the knowledge and learning culture of a family Social capital – networks, relationships, and giving back Human capital – the character, skills, and wellbeing of family members Emotional capital – resilience, connection, and healthy communication Spiritual capital – purpose, values, and meaning Just as investors diversify portfolios, families must diversify their approach to legacy. As Michael told us, “If you're only focused on the money,

➡️ Du hast Fragen zur Umsetzung? Sichere Dir hier Dein kostenloses Erstgespräch➡️ Warum lohnt es sich, eine neue Sprache zu lernen? Weil jede Sprache dir Zugang zu einer neuen Welt verschafft. Im Ausland ist es die Sprache der Menschen. Im Business ist es die Fachsprache deiner Branche. Und für deine finanzielle Unabhängigkeit, Freiheit und Selbstbestimmung? Da ist es die Sprache des Geldes.Wenn du sie nicht sprichst, bleibst du draußen. Du erkennst die Chancen nicht. Du verstehst die Spielregeln nicht. Und du bleibst im System „Zeit gegen Geld“ gefangen. In Teil 1 hast du die ersten 3 Sprachen kennengelernt: Flow, Anziehung und Fülle. Heute gehen wir weiter – mit 3 Sprachen, die dein finanzielles Leben auf eine neue Ebene heben.

Join us for a special "Best of" episode of More Than Money, we talk to Phil Soper - President and CEO of Royal Le Page, on how 3 in 10 Canadians planning to retire within the next two years say they will carry a mortgage into retirement. Next, Mike Moffatt, Economist and Founding Director of University of Ottawa’s Missing Middle Initiative, talks about why should downsizing be a top consideration for seniors when planning their retirement. Then, we have Cyn Meyer, Founder of Second Wind Movement and A Retirement Life Coach discusses what the “honeymoon phase” of retirement looks like and why does it end for many people? Also, Dave Popowich talks about his own experience with aging and how it has influenced the way he thinks about retirement.See omnystudio.com/listener for privacy information.

Join us for a special "Best of" episode of More Than Money, we talk to Ofer Niv, a transformational healer and guide, reveals how retirees can clear blocks and unlock more purpose, vitality, and joy. Then, Longtime journalist and SAIT educator Laura Knop-Wright joins us to explore how to tell news from noise and why retirees need to think critically before reacting to headlines. Also, we discuss retirement planning process, goals for plan, common questions from retirees and carrying a mortgage into retirement.See omnystudio.com/listener for privacy information.

Description: Step into Episode 169 of On the Delo as David DeLorenzo sits down with Rick Doyle — a self-taught financial educator, content creator, and community builder who's helping thousands redefine what wealth really means.From losing everything as a former business owner to building a thriving online platform of over 160,000 followers, Rick shares the real story behind his financial wake-up call and how mindset, consistency, and small wins helped him rebuild.In this episode, you'll hear:How Rick went from detailing cars to becoming a sought-after voice in personal financeWhy budgeting, discipline, and delayed gratification beat flashy investmentsHow he left a traditional job in banking to focus full-time on empowering othersInsightful reflections on wealth, AI trends, and the global financial landscapeWhether you're just starting your money journey or looking for a fresh perspective on building real wealth, this conversation is full of practical takeaways, personal growth, and a reminder that you don't have to be perfect — just persistent.CHAPTER GUIDE: (0:00 - 3:00) Introduction: Podcast 169 and Guest Rick Doyle (3:01 - 7:30) Early Career: Mechanic Work, Entrepreneurship, and Finding Purpose (7:31 - 12:30) Losing it All and the Financial Wake-Up Call (12:31 - 17:00) Building a Community Through Education and Content (17:01 - 21:30) Investing Mindsets and Wealth as More Than Money (21:31 - 26:30) Breaking Down Wealth, AI Trends, and Global Perspective (26:31 - 31:40) Discipline, Delayed Gratification, and Smart Money Choices (31:41 - 35:50) Daily Habits, Burnout, and the Power of Starting Small (35:51 - 38:19) Rapid Fire: Values, Investments, and Where to Find Rick

Here's part 2 of episode 224 where we talk about our homework.  This week we cover How To Train Your Dragon (live action), Edge of Tomorrow, Life of Chuck (Story), Incredible Hulk: Future Imperfect, Batman Vol 1: Their Dark Designs, Where Monsters Lie, A Complete Unknown, Shoresy S4, Cuckoo, Oddity, The Accountant 2, and Green Lantern comics. This episode's featured song is "More Than Money" by Lettuce featuring Styles P of the Lox.  You can find them on the Nyrdcast Featured Music Playlist and at: Facebook | Instagram | TikTok | YouTube Check us out at our website and on social media.  Don't forget to rate and review the podcast on iTunes.

➡️ Du hast Fragen zur Umsetzung? Sichere Dir hier Dein kostenloses ErstgesprächDu willst mehr Leichtigkeit – doch der Alltag fühlt sich oft schwer an? Dann liegt das nicht an dir, sondern an unbewussten Mustern, die dich emotional festhalten. In dieser Folge erfährst du, warum Leichtigkeit kein Zufall ist – sondern eine Entscheidung.

Inflation Is Down, But Food Prices Are UpGrocery prices are still rising, even as overall inflation has dropped to its lowest level in more than three years. On this week's episode of More Than Money, Leanna Wachniak and Rob Gerrie will talk to economist Sylvain Charlebois about why we're not seeing relief in stores and how this will impact your retirement. The Cost of Living After Living?A recent report from the Money Wise Institute suggests the rising cost of living has officially overtaken taxes as the number one threat to inheritance wealth transfer. Most parents now expect to spend all their money in retirement while many of their children still assume they’ll receive an inheritance. To explore what this means for families, we'll talk to Gary Teelucksingh, financial services expert, author, and co-founder of the Money Wise Institute.Can Calgary Handle Our Future?Rising costs, concerns about public safety, and growing demands on housing and infrastructure have Calgarians looking for clear answers about the city’s future. We'll be speaking with Ward 1 Councillor Sonya Sharp, who has been a strong voice for fiscal discipline, for her perspective on Calgary’s key challenges.See omnystudio.com/listener for privacy information.

Join Art as he takes a trip back to his early twenties, revisiting the books and lessons that helped shape his financial decision-making. Plus, he answers two questions from the More Than Money Facebook group—one about refinancing, and another about embracing the More Than Money mentality!Resources:8 Money MilestonesAsk a Money Question!

In this episode, Ben & Bergs sit down with investor and the host of Australia's #1 YouTube property channel, Ravi Sharma. They chat building wealth through property and crypto. From leveraging debt recycling to navigating market challenges, Ravi shares sharp insights on strategy, diversification, and the mindset needed for financial freedom. About Ravi - Ravi Sharma is the Founder of Search Property Buyer's Agency, one of the fastest growing buyers agencies in Australia. By the age of 32, Ravi successfully acquired a property portfolio of $15M, showcasing his expertise and commitment to property investment. He is also the host of Australia's #1 property channel on YouTube, Personal Finance with Ravi Sharma, with over 91,000 subscribers eager to learn about real estate, investing, and building a foundation for retirement. Ravi also hosts the ‘More Than Money' podcast on Spotify and YouTube, exploring conversations with influential figures across the Australian landscape.Follow Ravi on socials:Instagram: @PersonalFinanceWithRaviYouTube: @PersonalFinancewithRaviSharmaTikTok: @PersonalFinanceWithRavi

Join Faisal Karmali and Leanna Wachniak for More Than Money as they talk to Stefanie Ricchio, Tax Expert and Spokesperson for TurboTax Canada about why many Canadians didn't file their taxes on time, and what they can do about it now. Economist Moshe Lander will tell us why it might not be all good news for retirees if the Bank of Canada cuts interest rates three more times by the end of the year. And communications expert Kristin Pronschinske will help us understand how to communicate better between generations, including between retired parents and their adult children.

Join Faisal Karmali and Leanna Wachniak for More Than Money as they talk to Stefanie Ricchio, Tax Expert and Spokesperson for TurboTax Canada about why many Canadians didn't file their taxes on time, and what they can do about it now. Economist Moshe Lander will tell us why it might not be all good news for retirees if the Bank of Canada cuts interest rates three more times by the end of the year. And communications expert Kristin Pronschinske will help us understand how to communicate better between generations, including between retired parents and their adult children.See omnystudio.com/listener for privacy information.

Join Faisal Karmali and Rob Gerrie for More Than Money as they talk with Bonnie-Jeanne MacDonald, Director of Financial Security Research, from the National Institute on Ageing about a new proposal called the Pension-Back Benefit which would see your estate get a lump-sum payment of your CPP if you die before you can start drawing it. Are there any dangers in choosing an executor of your will who doesn't live in your province or country? Faisal and Rob will chat with Erin Bury from Willful.co about what to think about before choosing an executor that doesn't live near you. And Retirement Coach and owner of Retire Ready Canada Jennifer Rovet will be on to talk about the importance of digital decluttering as you retire.See omnystudio.com/listener for privacy information.

Join Faisal Karmali and Rob Gerrie for More Than Money as they talk with Bonnie-Jeanne MacDonald, Director of Financial Security Research, from the National Institute on Ageing about a new proposal called the Pension-Back Benefit which would see your estate get a lump-sum payment of your CPP if you die before you can start drawing it. Are there any dangers in choosing an executor of your will who doesn't live in your province or country? Faisal and Rob will chat with Erin Bury from Willful.co about what to think about before choosing an executor that doesn't live near you. And Retirement Coach and owner of Retire Ready Canada Jennifer Rovet will be on to talk about the importance of digital decluttering as you retire.

Join Dave Popowich and Faisal Karmali for More Than Money as they discuss the impact of whatever party is elected to run Canada on Monday, April 28th. We'll speak with Political Scientist Lori Williams about what financial incentives are being promising the final days of the election campaign, and what could those mean for your retirement? Can buying gold help protect you from economic uncertainty, or will it just tie up your money in a static asset? Dave and Faisal will break it down. And Hudson's Bay closures are leaving a big gap for luxury manufacturers. If they can't sell their merchandise at The Bay, where is it going to end up? We'll hear from President and Chief Executive Officer of Retail Council of Canada Diane Brisebois about the ripple effects of the closure of Canada's oldest retailer.See omnystudio.com/listener for privacy information.

Join Dave Popowich and Faisal Karmali for More Than Money as they discuss the impact of whatever party is elected to run Canada on Monday, April 28th. We'll speak with Political Scientist Lori Williams about what financial incentives are being promising the final days of the election campaign, and what could those mean for your retirement? Can buying gold help protect you from economic uncertainty, or will it just tie up your money in a static asset? Dave and Faisal will break it down. And Hudson's Bay closures are leaving a big gap for luxury manufacturers. If they can't sell their merchandise at The Bay, where is it going to end up? We'll hear from President and Chief Executive Officer of Retail Council of Canada Diane Brisebois about the ripple effects of the closure of Canada's oldest retailer.

Join Dave Popowich and Faisal Karmali for a special More Than Money show. They'll explore how the Canadian election, U.S. trade tensions under President Trump, and global instability could impact your retirement.Experts Dr. Jack Mintz, Lori Williams, and Jamie Ellerton will discuss what voters need to know about economic policy, resilience, and Canada's financial future. Faisal and Dave will also share strategies to help you protect your retirement lifestyle in uncertain times.See omnystudio.com/listener for privacy information.

Join Dave Popowich and Faisal Karmali for a special More Than Money show. They'll explore how the Canadian election, U.S. trade tensions under President Trump, and global instability could impact your retirement. Experts Dr. Jack Mintz, Lori Williams, and Jamie Ellerton will discuss what voters need to know about economic policy, resilience, and Canada's financial future. Faisal and Dave will also share strategies to help you protect your retirement lifestyle in uncertain times.

What do sacrificially generous people look like? Which is better—a debt consolidation loan or the debt snowball method? What are some ways to help your child avoid student loan debt? These questions and more are answered in this episode of More Than Money!Resources:8 Money MilestonesAsk a Money Question!

In Part 2 of Stewardship – It's More Than Money, we continue our journey into understanding the full scope of biblical stewardship. This episode covers how to manage your resources, talents, and divine purpose in a way that honors God and fosters growth. From business decisions to personal gifts and aligning with your purpose, discover how holistic stewardship leads to a life of intentionality, peace, and greater impact.RESOURCES

In Part 1 of Stewardship—It's More Than Money, we explore the broader scope of stewardship beyond finances. Stewardship is about managing every area of life with purpose and intention, guided by biblical principles. In this episode, we'll explore the importance of being wise stewards of our time, relationships, and health. Learn how these areas impact our lives and how we can apply stewardship to achieve balance, growth, and fulfillment.RESOURCES

“This is the model of Italian Renaissance banking.”In this episode of Seize & Desist, host Aidan Larkin sits down with renowned financial crime journalist Oliver Bullough, author of Moneyland (2019) and Butler to the World (2022), to discuss why global money laundering continues to be an uphill battle despite decades of international effort.Aidan and Oliver explore the roots and evolution of money laundering, from the Medici's of Renaissance Italy to the offshore shell companies of the Caribbean and the digital currencies of the future.They also touch upon the UK's pivotal role in facilitating illegal financial flows, the advent of hawala banking networks and the systemic challenges that impede effective asset recovery.Timestamps00:00 - Exploring the UK's Role in Money Laundering and Corruption03:54 - Complex Global Money Laundering Challenges11:23 - The Evolution of Value Transfer Systems Through History16:06 - Rethinking Financial Crime Compliance22:32 - Money Laundering's Influence on Global Crime26:41 - The Role of Cash and Crypto in Crime Networks30:45 - The Global Fight Against Money Laundering38:28 - Recovering Covid-Related Fraud Payments42:04 - Combating Corruption and Money LaunderingResources MentionedOliver Bullough on The Guardian https://www.theguardian.com/profile/oliverbullough Books by Oliver Bullough:Moneyland (2019)- https://amzn.eu/d/ezB43Rv Butler to the World (2022) - https://amzn.eu/d/gaqVRE9 About our GuestOliver Bullough is an award-winning journalist and author of Moneyland (2019) and Butler to the World (2022). He is known for his in-depth reporting on offshore finances and the role of the UK in facilitating corruption, with his work regularly being featured in the Guardian, the New York Times, GQ magazine, the Economist, and other places. DisclaimerOur podcasts are for informational purposes only. They are not intended to provide legal, tax, financial, and/or investment advice. Listeners must consult their own advisors before making decisions on the topics discussed. Asset Reality has no responsibility or liability for any decision made or any other acts or omissions in connection with your use of this material.The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by Asset Reality employees are those of the employees and do not necessarily reflect the views of the company. Asset Reality does not guarantee or warrant the accuracy, completeness, timeliness, suitability or validity of the information in any particular podcast and will not be responsible for any claim attributable to errors, omissions, or other inaccuracies of any part of such material. Unless stated otherwise, reference to any specific product or entity does not constitute an endorsement or recommendation by Asset Reality.

Summary: "10 Powerful Tips for Negotiating and Closing Bigger B2B Deals" Want me to Coach You? Book an Obligation Free Strategy Session Schedule a free call here now: 15-Minute Strategy Meeting Limited spaces available. Want access to powerful online Coaching Resources? B2B Package - for B2B Sales Results Transformation https://book.colourzonesellingsystem.com/b2b_sales Retail Package - for Retail Sales Results Transformation https://book.colourzonesellingsystem.com/retail_offer1   Summary of this podcast for you..  [00:00 - 02:30] Negotiation is the most lucrative skill in B2B sales and professional services. Importance of having a strategy to avoid leaving money on the table. Key audience: business coaches, consultants, accountants, lawyers, engineers, and other B2B service providers. Chapter 1: Know Your Value [02:31 - 05:00] Understand and articulate your tangible outcomes (e.g., increased revenue, productivity). Use monetized testimonials and case studies to build credibility. Pre-position yourself by showcasing your value before meetings. Chapter 2: Research Market Rates [05:01 - 07:00] Know the standard rates in your industry. Position yourself competitively—aim to be premium, not the cheapest. Chapter 3: Tailor Your Offering [07:01 - 10:00] Customize proposals to address client-specific challenges and goals. Use the POMVIC process to uncover problems, objectives, metrics, and value. Chapter 4: Anchor High [10:01 - 12:30] Start negotiations with a higher fee to leave room for concessions. Frame high fees by explaining the value and ROI behind them. Chapter 5: Focus on ROI, Not Cost [12:31 - 15:00] Shift the conversation from cost to return on investment (ROI). Use specific metrics to frame your services as a high-value investment. Chapter 6: Package Your Services [15:01 - 18:00] Offer tiered packages (e.g., basic, premium, VIP) to provide options. Highlight added value in higher-tier packages and create upsell opportunities. Chapter 7: Set Non-Negotiables [18:01 - 20:30] Define and stick to your minimum acceptable rate. Avoid undervaluing yourself or working with clients who don't align with your standards. Chapter 8: Leverage Social Proof [20:31 - 23:00] Use overwhelming, monetized proof to build confidence in your value. Share success stories, testimonials, and client outcomes. Chapter 9: Be Willing to Walk Away [23:01 - 25:00] Know when to step back if a client isn't willing to meet your value. Walking away reinforces your confidence and positions you as a premium provider. Chapter 10: Negotiate for More Than Money [25:01 - 28:00] If fees are a sticking point, negotiate for testimonials, referrals, or longer-term commitments. Create win-win situations that add non-monetary value. Conclusion & Call to Action [28:01 - End] Recap of the 10 tips. Emphasize the potential for tripling sales and increasing profit margins with the CZ6 system. Invitation to join a coaching program designed to transform sales performance.

Professional yarn-spinners Brook and Jordan & Matua Mark of the Morning Shift join Carl from Sharesies for a solid kōrero around wealth, family, and taking leaps of faith. We get deep into their different relationships with money—from Marc's ambitious drive to "have it all" to Jordan's ministry background shaping his view that true wealth is about more than dollars. Plus, hear about an exciting new partnership with Sharesies, and how they're working to make investing feel less like an "exclusive Harvard club" and more accessible to everyday people. More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.See omnystudio.com/listener for privacy information.

Got a prenup? Who manages the accounts? Is your name on the mortgage, or your partner’s? Author and journalist Sarah Catherall tells us how to break up well—after all, she literally wrote the book. While the emotional fallout of a separation is hard to prepare for, Sarah shares some of the steps you can take before and after a breakup to make the process as easy as possible. Hopeless romantics, beware—Sarah reckons everyone who’s coupled up should have a hard think about their economic stake in the relationship. “Is your economic power equal? Do you know, is your name on the title, is your name on the bank accounts? Do you have a mutual plan for wealth creation, or saving plan? Understand what's where.” Plus, we learn about ‘bird nesting’, the trend emerging from the struggles of getting divorced during a cost of living crisis. More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. It is also not an endorsement of Sharesies by Jesse or RNZ. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.See omnystudio.com/listener for privacy information.

In this episode of More than Money, Garth gets Jesse Mulligan’s view on the finances of parenthood and how money interacts with our relationships. Jesse doesn’t believe in hoarding cash for the future—his philosophy is to “eat the marshmallow”, and that wealth is the ability to do the things you want to do, with the people you care about, right now. Jesse talks about the big transition to fatherhood, going from a bachelor spending money “on food and electric guitar” to a dad of 4. He opens up about combining finances with his wife as they were about to have their first kid—and the humbling feeling of asking permission before spending.“ It kind of signals that you're all in. In an age of individualism, it's a nice thing to say from now on we're a family unit" More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. It is also not an endorsement of Sharesies by Jesse or RNZ. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.See omnystudio.com/listener for privacy information.

Are our careers an underrated investment? Tony thinks so. In this episode of More than Money, we get personal with Shared Lunch regular, independent economist, and weatherman of the housing market, Tony Alexander. Tony reveals how he had ‘a crisis’ about his own career path, feeling bored and trapped in his first job at the Reserve Bank of Australia, until he discovered his unique skill set as a translator of economic jargon—and shaped his own role around it. ‘Find what you are good at and you work it like you work nothing else, apart from your marriage, maybe, in your life.’ More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.See omnystudio.com/listener for privacy information.

Presenter, podcaster, and author (and sometimes ultramarathon runner) Brodie Kane spills about facing redundancy at the outset of a pandemic—with a 700k mortgage. What seemed like a huge setback pushed her to go out on her own, joining forces with her Mum financially, and even leading to hosting a new show about co-ownership in NZ’s brutal housing market. “I'm 38, a single woman. I have to be in charge of making sure that I can secure a future for myself, if I'm going to be doing it on my own… so that I can go and be one of those fabulous ladies, you know, with a gin at midday like ‘la dee dah’.” More Than Money is a series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.See omnystudio.com/listener for privacy information.

Luke Kemeys wants you to give money to a stranger. The financial literacy champion and host of Keep the Change reveals how starting a business has transformed his perspective on money—and his entire worldview. Luke reckons that while money isn’t necessarily easy to come by, it starts with believing that wealth is attainable, and all around you. “If you believe that every dollar you get, you've got to hold on to, and you'll never have another dollar, then you're probably gonna live scarce." In this episode of More than Money, Luke opens up about the grind of entrepreneurship and the power of giving without expectation, and even tells us how you can apply accounting concepts in your own life. More Than Money is a series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Watch this episode on YouTube or Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.See omnystudio.com/listener for privacy information.

Are Kiwis lacking connection? Broadcasting legend Paddy Gower reckons it’s time we take some simple steps to feel more connected and fulfilled. In the very first episode of More than Money, the TV and radio veteran talks frankly about our need for closeness, how getting sober led to taking control of his finances, and how the story of his recovery has formed an unexpected second act in his career. Paddy describes how 2024’s media layoffs forced him to think long and hard about money for the first time—and to reinvent himself professionally at the age of 47. More Than Money is a limited podcast series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. They are not financial experts and their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time of recording.See omnystudio.com/listener for privacy information.

For today's Greatest Hit of 2024, we are resharing an episode where Art talks with Brian Preston of the Money Guy Show about the keys to building wealth and his new book, Millionaire Mission. Plus, Brian answers three More Than Money listener questions. Listen for a fun conversation!

More Than Money, is a short summer series exploring the wealth choices that change us. In these conversations, Kiwi legends give us a revealing look at one important money decision that helped determine where they are today: the strokes of genius, the near-misses, and the tough calls. Our guests get real about redundancy, addiction recovery, and divorce, and how parenthood, self-employment, and health scares can radically shift your understanding of money. Episodes drop every Monday and Thursday in January. Subscribe to the Shared Lunch feed so you don’t miss a thing.See omnystudio.com/listener for privacy information.

Watch out for these financial enemies in 2025! In this episode, Art invites you into the game film room to break down five common threats to your financial health. Tune in to learn what they are and discover practical strategies for overcoming them, all in this episode of More Than Money.Resources:Financial State of the Union (FREE!)8 Money MilestonesAsk a Money Question!

This episode is a bit different from the usual More Than Money podcast! Art discusses moments when it's actually okay not to give. Plus, he answers two listener questions—one about finding cheap flights and another about credit card rewards. Don't miss it!Resources:7 Websites to Score Cheap Flights8 Money MilestonesAsk a Money Question!

It's time for some December money moves! In this episode of More Than Money, Art covers six year-end money moves to make before 2024 ends. From maxing out retirement contributions and spending FSA dollars to setting up your 2025 budget, these moves will help you finish strong. Resources:8 Money MilestonesAsk a Money Question!

Send us a textBennett Maxwell's entrepreneurial journey is nothing short of inspiring, as he transitions from a bustling Mormon upbringing in Utah to groundbreaking ventures in Mexico. Discover the secrets behind his early sales experiences, from candy bars to lawn aeration, and how these formative years in a supportive community provided the foundation for his success. Bennett's insights into emotional selling and the impact of a purpose-driven business model will transform how you view consumer engagement and philanthropy's role in entrepreneurship.Join us as Bennett unravels the art of prioritizing learning over immediate financial gain, a philosophy that has fueled his diverse career. From mastering essential communication skills to navigating the solar industry, Bennett's journey underscores the importance of skill development over monetary rewards. This mindset not only paved the way for ventures like launching a solar company and acquiring Dirty Dough but also fostered personal growth and long-term success by opening doors previously unseen.Finally, we explore the transformative power of collaboration and community feedback in building a successful business structure. Bennett shares his evolution from door-to-door sales to strategic entrepreneurship, highlighting the significance of delegation and recognizing one's value per hour. His venture into the gourmet cookie business, sparked by collaboration, showcases the importance of open conversations. Plus, Bennett opens up about the joy of being present and embracing emotional goals, sharing personal stories and insights from his podcast, "Deeper Than Dough, More Than Money." Whether you're an aspiring entrepreneur or a seasoned business owner, Bennett's story offers invaluable lessons in growth, purpose, and finding contentment in the simple moments.To Reach Bennett: Link will be in the blog: https://edwards.consulting/blog To Reach Jordan:Email: Jordan@Edwards.Consulting Youtube:https://www.youtube.com/channel/UC9ejFXH1_BjdnxG4J8u93Zw Facebook: https://www.facebook.com/jordan.edwards.7503 Instagram: https://www.instagram.com/jordanfedwards/ Linkedin: https://www.linkedin.com/in/jordanedwards5/ Hope you find value in this. If so please provide a 5-star and drop a review.Complimentary Edwards Consulting Session: https://calendly.com/jordan-555/intro-call

Are you looking for a new job? This is a timely episode for you! Art shares ten interview mistakes in this More Than Money episode that can create a poor first impression. Plus, Art answers a question from our More Than Money (with Art Rainer) Facebook group. Tune in!Resources:8 Money MilestonesAsk a Money Question!

Will God consider me a bad steward if I buy stuff I want? Is it wrong to give with the expectation that God will provide for me? And does betting on a football game go against the Bible? More Than Money favorite Dr. David W. Jones joins Art to answer financial and ethical questions. Resources:8 Money MilestonesAsk a Money Question!

What do you do when your spouse wants to go to Disney World? How much should you spend on hobbies when going through the 8 Money Milestones? And how does a person stay motivated during the 8 Money Milestones? These questions and more are answered in this More Than Money episode!Resources:8 Money MilestonesAsk a Money Question!

Securing generational wealth has never been more critical in today's rapidly evolving financial landscape. It's not just about safeguarding our financial future; it's about leaving behind a legacy that can provide security and opportunity for generations to come. In this episode, we dive into the Family Banking Formula concept on The Money Advantage podcast. The insights are empowering and transformative, and I'm excited to share them with you. https://www.youtube.com/live/FZTDxocCGwY We will guide you through the key strategies discussed in the podcast, from the concept of the family banking formula to the strategic use of whole life insurance. My goal is to equip you with the knowledge and motivation to take control of your financial future, ensuring that you not only secure wealth for yourself but also create a lasting legacy for your family. The Power of the Family Banking Formula: Building a Financial LegacyGenerational Wealth Through Whole Life Insurance: A Strategic AssetPersonal Banking Within the Family: Creating a Private Financial EcosystemThe Mechanics of the Family Banking Formula: How It WorksLeveraging Life Insurance for High-Net-Worth Wealth BuildingStability and Risk Management: The Strength of Insurance CompaniesTake Control of Your Financial Future with the Family Banking Formula The Power of the Family Banking Formula: Building a Financial Legacy The core idea behind the family banking formula is to take control of the banking function in your life instead of relying on traditional banks. We use specially designed whole life insurance policies to manage our family bank. At the heart of how we have personally implemented this concept is the Infinite Banking Concept (IBC), which is a strategy that allows individuals to become their own bankers. One of the key benefits of family banking is the ability to pool resources within the family. Imagine a system where you and your family members can borrow money from the family bank to fund various endeavors, whether it's starting a business, paying for education, or purchasing a home. By doing this, you keep the wealth within the family, allowing it to grow through uninterrupted compound interest. This approach not only benefits you and your immediate family but also sets up future generations for financial success.  Successful family banking isn't just about having the right financial structures in place—it's about adopting the right mindset, teaching future generations financial literacy, and providing accountability and mentorship, which are crucial for making the most of family banking. Family banking offers unparalleled access to liquidity, better returns, and reduced taxes. But more importantly, it fosters a mindset that views the family as a cohesive financial unit and promotes long-term financial independence. Imagine your family as a corporation, where each member plays a crucial role in building and maintaining financial health. By pooling resources and making strategic decisions together, your family can achieve financial goals that might seem out of reach if tackled individually. This approach strengthens family ties and lays the groundwork for a legacy of wealth, value creation, and financial literacy that can be passed down through generations. This fits well with the definition of legacy in my book Seven Generations Legacy: Design a Multigenerational Legacy of More Than Money. The definition is: “The character, values, and financial means to live life on your terms that are modeled, taught, stewarded, and given from one generation to the next.” To take it one step further, a perpetual legacy is family wealth and flourishing that grows with each successive generation. Generational Wealth Through Whole Life Insurance: A Strategic Asset One of the podcast's most impactful revelations is the strategic use of whole life insurance to build and preserve generational wealth. Unlike term life insurance,

This week, Jason is joined by the curious Canadian, David Arduin to take questions from the listeners from All Access!  In this addition of More Than Money, Jason and David get the chance to ask Trading Secret listeners about their careers and vice versa! From a therapist to sports media, everything you need to know about the schooling behind a career, how to best approach the conversation around food with kids, not tying your image to your work, expenses and tips behind parenthood, job applications, and so much more. Plus a special surprise from Kat and MK!  It's an episode you can't afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: John Gurney Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial 

What companies will help cover some or all their employees' tuition expenses? What is the difference between a CERTCFC® and a CKA®? Can non-owners of a 529 plan get a tax deduction for their contributions? These questions are answered in today's More Than Money episode.Resources:8 Money Milestones ProgramAsk a Money Question!

How can you make some extra cash this summer? Can you contribute to a 529 Plan, get the tax deduction, and use the money to pay off your student loan? Is private Christian school worth the cost? An index fund or mutual fund? We answer a lot of questions in this More Than Money episode!Resources:8 Money MilestonesAsk a Money Question!

What are the key ingredients to building wealth? In this episode, Art talks with Brian Preston of the Money Guy Show about the keys to building wealth and his new book, Millionaire Mission. Plus, Brian answers three More Than Money listener questions. Tune in for a fun conversation!Resources:Millionaire Mission8 Money MilestonesAsk a Money Question!

In this episode of the More Than Money podcast, we delve into the world of affordable transportation solutions. Can you purchase an SUV for under $20,000? What do you do when hit with predatory lending? And what are some good, cheap car rental options? Tune in as we uncover practical strategies for making smart financial decisions regarding gettin from point A to point B.Resources:8 Money MilestonesAsk a Money Question!

We've talked a lot about money stories here on the Ideal Practice© podcast.  But today, I want you to dive a little deeper into your own money story.  I want you to think about how your money makes you feel.For example: Do you feel energized when you think about your finances?

This week, Jason is joined by the curious Canadian, David Arduin! Jason and David dive into the start of the More Than Money podcast episodes, the behind the scenes of the Talk Money to Me book tour, CapitalOne Cafés, how Jason was cornered by TMZ, how being busy versus having downtime impacts them, how Jason assesses the year so far, and amplifying the voice of the listeners.  It's an episode you can't afford to miss!  Host: Jason Tartick Co-Host: David Arduin Audio: Declan O'Connell Stay connected with the Trading Secrets Podcast!  Instagram: @tradingsecretspodcast  Youtube: Trading Secrets Facebook: Join the Group All Access: Free 30-Day Trial 

In this podcast episode of More Than Money, Art talks about what to do if you owe more money on your car than it's worth. If you're in this situation, Art explains why it happens and gives simple advice on what you can do about it. Art also tells a listener why he isn't the right person to meet with for her situation.Resources:8 Money MilestonesAsk a Money Question!

In this episode of More Than Money, we spotlight Biola University's distinctive program for aspiring financial professionals. Join host Art as he sits down with Dr. Shane Enete to delve into the intricacies of this innovative, biblically-based program. But that's not all—Dr. Enete also shares insights from his latest book, Whole Heart Finances. Discover the principles and perspectives that shape his approach to personal finance.Resources:Whole Heart FinancesBiola University8 Money MilestonesAsk a Money Question!

Join us on this episode of More Than Money as we dive into the latest buzz surrounding Robinhood's new credit card, the Gold Card. You've probably seen advertisements touting its rewards, but are they truly worth it?Resources:8 Money MilestonesAsk a Money Question!