Podcasts about most influential financial advisors

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/  Alonso Rodriguez Segarra (https://advise-financial.com/) has more than 20 years of experience. Named by Investopedia among the Top 100 Most Influential Financial Advisors in the USA and also a Certified Financial Planner™. In this episode, Brian and Alonso discuss: 1. Empowering Hispanic Financial Advisors in the US 2. Transitioning to Hourly Financial Planning 3. What Finding Your Niche Really Means 4. Financial Advisory for Hispanic Markets LinkedIn: https://www.linkedin.com/in/alonso-rodriguez-segarra-cfp%C2%AE-81901686/ Website: https://advise-financial.com/ Instagram: https://www.instagram.com/advisefinancialusa/ Linktree: https://linktr.ee/advisefinancial Facebook: https://www.facebook.com/alonso.rodriguezsegarra/ YouTube: https://www.youtube.com/channel/UCIi1JZLN1_SH4dfOeHjc__A Article: https://www.investopedia.com/inv-100-top-financial-advisors-7556227 To see short videos of all our best FA Business Growing tips follow us on:  Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop   TikTok: https://www.tiktok.com/@faworkshop   YouTube: https://www.youtube.com/@financialadvisorsworkshop  Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop   Twitter: https://twitter.com/FAsWorkshop   iTunes: https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408   Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE   Website: https://www.financialadvisorsworkshop.com/   Work with FourStar: https://financialadvisorsworkshop.com/Advisors   DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

Welcome to the Money Talks News Podcast. In this episode, we're talking about investing in artificial intelligence, as well as using AI tools to become a more successful investor. The hype around artificial intelligence has been insane, with some calling it the greatest game-changer since the invention of the internet or even electricity! Is it true? Is AI that big a deal? And if so, should we be investing in the companies developing it? And how do we go about harnessing AI to make better investment decisions? We're going to answer both those questions, and more, in this podcast. As usual, host Stacy Johnson is joined by financial journalist Miranda Marquit. Listening in and sometimes contributing is producer Aaron Freeman. This week's guest is Kevin Matthews, a former investment advisor and the founder of Building Bread, an investment education website. Remember, even though we sometimes talk about money and specific investments on this show, don't take them as recommendations. Before investing in anything or making any money moves, do your own research and make your own decisions. You can watch this episode below, or if you'd prefer to listen, you can do that with the player at the top of this article or download the episode wherever you get your podcasts: Listen on Apple Podcasts Listen on Google Podcasts Listen on Spotify Don't forget to check out our podcast page for more episodes designed to help you make the most of your money. Is AI going to change your life? We talk about AI and how it's starting to permeate various aspects of life. It could change how you live and work—and even how you manage your money. Check out some of our resources on using AI in your finances and other parts of your life. 20 Jobs That Are Safest From Artificial Intelligence Will Robots and Artificial Intelligence Take Your Job? 8 Ways AI Can Help Plan Retirement — and 12 Risks From Using It Using AI to Build Your Resume: Tips and Prompt Examples How to Use AI to Generate Your Cover Letter Hear a Loved One's Voice Calling for Help? It Might Be a Scam How to Invest in AI as ChatGPT Takes Tech by Storm 5 Ways AI Is Changing Your Life, and 5 Ways to Profit From It Resources for better investing You don't have to assume that AI is the only way to invest. We have plenty of resources for better investing—no matter how you go about it. Why Index Fund Investing Is Good for Your Retirement How to Start Investing — No Matter How Much Money You Have The Top 4 Investing Blunders and How to Avoid Them The Investing Combo Linked to a Better Retirement Lifestyle Investing in Gold and Gold IRAs: 5 Things You Need to Know How to Choose Between Active and Passive Investing 28 Investing Tips From Today's Financial Geniuses What Does a Bull Market Mean for Retirement Investing? 7 Things You Should Know Before Investing in I Bonds Meet this week's guest, Kevin L. Matthews II Kevin L. Matthews II is a Plutus Award winner and number one bestselling author. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. In 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia. Kevin launched BuildingBread in 2010 to inspire millennials to set, simplify and achieve any financial goal. Kevin regularly speaks to young adults across the country and has been featured in several media publications and productions including The Wall Street Journal, The New York Times, Forbes, Black Enterprise, CNBC, and many others. Kevin holds a bachelor's degree in Economics from Hampton University, a certificate in financial planning from Northwestern University and a certificate in disruptive strategy from Harvard Business School. In 2020, he graduated from the University of Texas at Austin's McCombs School of Business with a Master's in Technology Commercialization (MSTC). Website Twitter Facebook Instagram YouTube Don't listen to podcasts? A podcast is basically a radio show you can listen to anywhere and anytime, either by downloading it to your smartphone, or by listening online. They're awesome for learning stuff and being entertained when you're in the car, doing chores, jogging or riding your bicycle. You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS. If you haven't listened to our podcast yet, give it a try, then subscribe. You'll be glad you did! About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and he has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors.Become a member: https://www.moneytalksnews.com/members/See omnystudio.com/listener for privacy information.

Today's podcast is a replay of a popular show we did a few months back. So if you didn't hear it the first time, or want to hear it again, now's your chance. Thanks for listening to Money Talks News…the podcast! If you're an avid investor…or even if you're not…at one time or another you've probably considered investing in individual stocks. I've been doing it for 40 years, and over that time have made well over a million dollars investing in the stocks of individual companies. But stock picking isn't for everyone, and it comes with risks. Even the best stock pickers periodically lose money. The trick is to learn a few rules that will increase your odds. And that's what we're going to talk about today. Stacy Johnson and financial journalist Miranda Marquit are joined by producer and novice investor Aaron Freeman. This week's guest is a friend of the show, Kevin Matthews, a former investment advisor and the author of Starting Point: How To Create Wealth That Lasts. Remember, even though we sometimes talk about specific investments on this show, don't take them as recommendations because they're not. Before investing in anything, do your own research, and make your own decisions. You can download this episode wherever you get your podcasts: Listen on Apple Podcasts Listen on Google Podcasts Listen on Spotify Don't forget to check out our podcast page for more episodes designed to help you make the most of your money. Don't Miss We're talking about investing this week, so you don't want to miss out on an opportunity to learn more about investing in alternative assets. You can easily diversify and build a portfolio of private assets like real estate, private credit, and venture capital in less than 5 minutes, with as little as $10, by opening an account with this next-generation portfolio manager. More on investing in stocks One of the best ways to build wealth is through stock investing. There are many different ways to invest in stocks, and we can help you figure out how to make the most of your investing dollars. Here are some resources from Money Talks News to help you learn about stock investing, including ideas for where to put your money: Saving Is Not Enough: Why You Need to Invest 9 Tips for Sane and Successful Stock Investing People Who Work Hard May Be Bad Investors, Study Shows I Asked AI for Stocks That Could Outperform for the Rest of the Year. Here's What It Said. 7 of the Best Dividend Stocks to Help Fund Your Retirement Stocks Are Tanking: What You Need to Know Now The Market is Low: Time to Buy Stocks? How to Invest When Both Stocks and Bonds Are Falling How to Find the Best Dividend Stocks, Step by Step How to Pick Winning Stocks, Step by Step Learn more about investing Stock investing isn't the only way to make money as an investor. We've got a lot of great articles about other ways to invest—and about investing in general. Get more bang for your buck after learning about the resources. 9 Safe and Smart Investments for Retirees Why You Shouldn't Look at Your Investments During a Bull Market Top Alternative Investments for Diversifying Your Portfolio Your Guide to Alternative Investments Investing in Gold and Gold IRAs: 5 Things You Need to Know Investing In Commercial Real Estate with CrowdStreet How to Choose Between Active and Passive Investing How to Know When the Bear Market Is Over — and Why You Shouldn't Wait to Invest What Is Socially Responsible Investing? 7 Things You Should Know Before Investing in I Bonds 7 of the Best Ways to Invest That Don't Involve Stocks Meet this week's guest, Kevin Matthews, II Kevin L. Matthews II is a Plutus Award winner and number one bestselling author. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia. Kevin launched BuildingBread in 2010 to inspire millennials to set, simplify and achieve any financial goal. Kevin regularly speaks to young adults across the country and has been featured in several media publications and productions including The Wall Street Journal, The New York Times, Forbes, Black Enterprise, CNBC, and many others. Kevin holds a bachelor's degree in Economics from Hampton University, a certificate in financial planning from Northwestern University and a certificate in disruptive strategy from Harvard Business School. In 2020, he graduated from the University of Texas at Austin's McCombs School of Business with a Master's in Technology Commercialization (MSTC). Website Twitter Facebook Instagram YouTube Don't listen to podcasts? A podcast is basically a radio show you can listen to anywhere and anytime, either by downloading it to your smartphone, or by listening online. They're awesome for learning stuff and being entertained when you're in the car, doing chores, jogging or riding your bicycle. You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS. If you haven't listened to our podcast yet, give it a try, then subscribe. You'll be glad you did! About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors.Become a member: https://www.moneytalksnews.com/members/See omnystudio.com/listener for privacy information.

[Rewind Episode] Kevin L. Matthews II is a number-one bestselling author and former financial advisor. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia. In this episode of Rich by Intention you'll learn: Why investing is important  Practical ways to start investing in the stock market  Investing mistakes to avoid  Connect with Kevin Matthews II: Website: http://www.buildingbread.com/ Instagram: http://www.Instagram.com/BuildingBread Youtube: http://www.buildingbread.com/youtube Connect with us:Instagram: @richbyintention Twitter: @richbyintention Check out our website: Richbyintention.com

In this episode, we're talking about growing generational wealth: in other words, leaving money to your heirs. According to the Census Bureau, baby boomers are nearly 9 times wealthier than their kids, the millennials. Which means as baby boomers, like me, die off, there's going to be one of the biggest wealth transfers in history. Want to create the kind of wealth you can pass down to the next generation—and maybe the generation after that? Then you're in the right place. Because today we're all about legacy-building. Host Stacy Johnson is joined by financial journalist Miranda Marquit. Listening in and sometimes contributing is producer Aaron Freeman. This week's guest is Kevin Matthews, a former investment advisor and the author of Starting Point: How To Create Wealth That Lasts. Remember, this isn't financial advice. So make sure to do your own research and consult your own experts before acting on anything you learn here. You can download the episode wherever you get your podcasts: Listen on Apple Podcasts Listen on Google Podcasts Listen on Spotify Don't Miss If you're under age 65, you can get $1 million in life insurance without needing a medical exam or blood test, starting at just $1 a day, thanks to this top-rated life insurance company. Did you know that an overnight stay in the hospital for your dog or cat can set you back thousands of dollars? With Lemonade Pet, you can get up to 90% of those unexpected vet bills covered. Vanguard has found that working with the right financial advisor can boost your investment returns by 3%. Use this free tool to find a vetted fiduciary to help with your finances. How to build generational wealth You can't pass on a financial legacy if you don't have your own wealth. If you're hoping to build wealth, we have your resources. We have a lot on investing, which is among the best ways to build wealth. Once you establish yourself, you can build generational wealth that acts as a financial legacy for those who come after you. 14 Simple Strategies for Building Long-Term Wealth Compound Interest and Saving: Secrets to Building Real Wealth 16 Ways to Outsmart Your Brain for More Wealth and a Better Retirement How Net Worth Tracking Makes You Wealthier 11 Secret Ways Americans Build Wealth Saving Is Not Enough: Why You Need to Invest Investing in Gold and Gold IRAs: 5 Things You Need to Know Your Guide to Alternative Investments What Is Socially Responsible Investing? 7 Things You Should Know Before Investing in I Bonds How to Invest When Both Stocks and Bonds Are Falling 7 of the Best Ways to Invest That Don't Involve Stocks Teach your kids about money It's not just about boosting your kids' credit scores and protecting them from identity theft. You also need to give them a head start on managing their finances in a healthy way. Here are some resources we provide that can help you with your kids' needs, including how you can save money while you raise your children. What Type of Investment Account Is Best for My Kids? How to Protect Your Kids' Credit 5 Tips for Helping Your Kids Become Financial Grownups 8 Tips on How to Help Your Grandchildren Financially How ‘Mean Moms' Teach Their Kids About Money How to Teach Your Kids About Budgets 5 Best Ways to Save Money for Kids 8 Money Lessons You Must Teach Your Grandchildren 6 Ways to Help Adult Children Without Going Broke Meet this week's guest, Kevin L. Matthews II Kevin L. Matthews II is a Plutus Award winner and number one bestselling author. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia. Kevin launched BuildingBread in 2010 to inspire millennials to set, simplify and achieve any financial goal. Kevin regularly speaks to young adults across the country and has been featured in several media publications and productions including The Wall Street Journal, The New York Times, Forbes, Black Enterprise, CNBC, and many others. Kevin holds a bachelor's degree in Economics from Hampton University, a certificate in financial planning from Northwestern University and a certificate in disruptive strategy from Harvard Business School. In 2020, he graduated from the University of Texas at Austin's McCombs School of Business with a Master's in Technology Commercialization (MSTC). Website Twitter Facebook Instagram YouTube Don't listen to podcasts? A podcast is basically a radio show you can listen to anywhere and anytime, either by downloading it to your smartphone or by listening online. They're awesome for learning stuff and being entertained when you're in the car, doing chores, jogging or riding your bicycle. You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS. If you haven't listened to our podcast yet, give it a try, then subscribe. You'll be glad you did! About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and he has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors.Become a member: https://www.moneytalksnews.com/members/See omnystudio.com/listener for privacy information.

If you're an avid investor…or even if you're not…at one time or another you've probably considered investing in individual stocks. I've been doing it for 40 years, and over that time have made well over a million dollars investing in the stocks of individual companies. But stock picking isn't for everyone, and it comes with risks. Even the best stock pickers periodically lose money. The trick is to learn a few rules that will increase your odds. And that's what we're going to talk about today. Stacy Johnson and financial journalist Miranda Marquit are joined by producer and novice investor Aaron Freeman. This week's guest is a friend of the show, Kevin Matthews, a former investment advisor and the author of Starting Point: How To Create Wealth That Lasts. Remember, even though we sometimes talk about specific investments on this show, don't take them as recommendations because they're not. Before investing in anything, do your own research, and make your own decisions. You can download this episode wherever you get your podcasts: Listen on Apple Podcasts Listen on Google Podcasts Listen on Spotify Don't forget to check out our podcast page for more episodes designed to help you make the most of your money. Don't Miss We're talking about investing this week, so you don't want to miss out on an opportunity to learn more about investing in alternative assets. You can easily diversify and build a portfolio of private assets like real estate, private credit, and venture capital in less than 5 minutes, with as little as $10, by opening an account with this next-generation portfolio manager. More on investing in stocks One of the best ways to build wealth is through stock investing. There are many different ways to invest in stocks, and we can help you figure out how to make the most of your investing dollars. Here are some resources from Money Talks News to help you learn about stock investing, including ideas for where to put your money: Saving Is Not Enough: Why You Need to Invest 9 Tips for Sane and Successful Stock Investing People Who Work Hard May Be Bad Investors, Study Shows I Asked AI for Stocks That Could Outperform for the Rest of the Year. Here's What It Said. 7 of the Best Dividend Stocks to Help Fund Your Retirement Stocks Are Tanking: What You Need to Know Now The Market is Low: Time to Buy Stocks? How to Invest When Both Stocks and Bonds Are Falling How to Find the Best Dividend Stocks, Step by Step How to Pick Winning Stocks, Step by Step Learn more about investing Stock investing isn't the only way to make money as an investor. We've got a lot of great articles about other ways to invest—and about investing in general. Get more bang for your buck after learning about the resources. 9 Safe and Smart Investments for Retirees Why You Shouldn't Look at Your Investments During a Bull Market Top Alternative Investments for Diversifying Your Portfolio Your Guide to Alternative Investments Investing in Gold and Gold IRAs: 5 Things You Need to Know Investing In Commercial Real Estate with CrowdStreet How to Choose Between Active and Passive Investing How to Know When the Bear Market Is Over — and Why You Shouldn't Wait to Invest What Is Socially Responsible Investing? 7 Things You Should Know Before Investing in I Bonds 7 of the Best Ways to Invest That Don't Involve Stocks Meet this week's guest, Kevin Matthews, II Kevin L. Matthews II is a Plutus Award winner and number one bestselling author. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia. Kevin launched BuildingBread in 2010 to inspire millennials to set, simplify and achieve any financial goal. Kevin regularly speaks to young adults across the country and has been featured in several media publications and productions including The Wall Street Journal, The New York Times, Forbes, Black Enterprise, CNBC, and many others. Kevin holds a bachelor's degree in Economics from Hampton University, a certificate in financial planning from Northwestern University and a certificate in disruptive strategy from Harvard Business School. In 2020, he graduated from the University of Texas at Austin's McCombs School of Business with a Master's in Technology Commercialization (MSTC). Website Twitter Facebook Instagram YouTube Don't listen to podcasts? A podcast is basically a radio show you can listen to anywhere and anytime, either by downloading it to your smartphone, or by listening online. They're awesome for learning stuff and being entertained when you're in the car, doing chores, jogging or riding your bicycle. You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS. If you haven't listened to our podcast yet, give it a try, then subscribe. You'll be glad you did! About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors.Become a member: https://www.moneytalksnews.com/members/See omnystudio.com/listener for privacy information.

Fighting For Women's Financial Literacy! Do You Ever Wonder Speaks With Cary Carbonaro...Do You Ever Wonder host Mike Haltman had the opportunity to speak with Registered Investment Advisor Cary Carbonaro in one of her first public appearances after taking a hiatus from the public eye.Cary is a juggernaut for women's financial literacy, a fiduciary protecting her client's assets, and a frequent guest on business news shows, podcasts, and in print media around the United States and around the world.Cary can be reached here, carycarbonaro@hotmail.com, or visit her website here, https://carycarbonaro.com/.And, her credentials speak for themselves...- Director of Women and Wealth at Advisors Capital Management,- Best-selling author of 'The Money Queen's Guide - For Women Who Want Build Wealth and Banish Fear',- #4 on the Investopedia Top 100 Most Influential Financial Advisors (2019),- One of Crain's Notable Women in Finance, She has been a guest on “Fox & Friends” “The Today Show,” CNN, CNBC, CBS, Fox News, ABC, NPR, Fox 5 NY, NY1, and Good Morning Orlando. She is is a frequent guest on WPIX NY and PBS Nightly Business.Because of her credentials, Cary is frequently sought out for her expertise and has been quoted in a variety of well-known publications, including: The Wall Street Journal, Newsday, New York Post, USA Today, The Street.com, Bloomberg, Huffington Post, Bankrate, Time Magazine, Money Magazine, More Magazine, Kiplinger's, US News & World Report and Investor's Business Daily. She has also served as the Orlando Sentinel's “Money Matters Hotline” Expert.Enjoy the episode, and please like and share!____________________________________________The Do You Ever Wonder podcast is brought to you by New York title insurance provider Hallmark Abstract Service.Hallmark Abstract Service...You Buy, We Protect!What's your favorite podcast platform?Whichever it is, Do You Ever Wonder is on there!Apple : https://podcasts.apple.com/podcast/id1589834260Spotify : https://open.spotify.com/show/29rcULIGYPoa2k1SL1nfebGoogle : https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xODYyOTg2LnJzcw==Amazon : https://music.amazon.com/podcasts/5824f1cf-0719-4617-b874-e9ff1f38456e/do-you-ever-wonder-with-your-host-mike-haltmanStitcher Podcasts : https://www.stitcher.com/s?fid=657987iHeart Radio : https://iheart.com/podcast/90144298/Pandora: https://www.pandora.com/podcast/do-you-ever-wonderwith-your-host-mike-haltman/PC:78342Follow Do You Ever WonderOn LinkedIn here: https://www.linkedin.com/company/do-you-ever-wonder/On Facebook here: https://www.facebook.com/WhatAreYouWonderingAbout/

Rick Kahler MSFP, CFP®, CFT-1™, CeFT®, CCIM | Financial Planner | Financial Therapist | Author BIO: Rick Kahler, president of Kahler Financial Group. He became the first fee-only Certified Financial Planner™ (CFP®) in South Dakota in 1983 and one of the first Certified Financial Therapist-LeveI I™ in the US and the first in SD. Rick is the co-author of five books on the psychology of money: Conscious Finance, The Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health, Wired For Wealth and The Psychology of Financial Planning. In 2017 and again in 2019, Investopedia.com named Rick one of the top 100 Most Influential Financial Advisors. Highlights: - How to change your money script using IFS-informed financial therapy - Learn how to heal the exiled parts of our money story - Why applying more financial logic often does not change our money behaviours - Learn how to talk to the “parts” of your money story that want to be seen and heard - How we can use IFS-informed financial therapy to live a happy, healthy and thriving life LINKS: - Rick Kahler's website (including his newsletter & books): CLICK HERE - Financial Therapy Podcast: CLICK HERE

In this scintillating episode, George Grombacher showcases the power of improving the financial literacy of your team! A 20 year finance industry veteran, podcaster, writer and speaker, George is working to help people get better at money and life how they want. He spent 10 years with a Fortune 100 company as an advisor and in leadership positions where he impacted thousands of people and developed training curriculums. He's the President of Financial Consulting Professionals, the Founder and Chief Community Officer of Money Alignment Academy and the host of the LifeBlood podcast. George is honored to have been named to Investopedia's list of the Top 100 Most Influential Financial Advisors many years in a row. Want to learn more about George and his work? Visit https://moneyalignmentacademy.com/.

Kevin L. Matthews II is a number one bestselling author and former financial advisor. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia. In this episode of Rich by Intention you'll learn: Why investing is important  Practical ways to start investing in the stock market  Investing mistakes to avoid  Connect with Kevin Matthews II: Website: http://www.buildingbread.com/ Instagram: http://www.Instagram.com/BuildingBread Youtube: http://www.buildingbread.com/youtube Connect with us: Instagram: @richbyintention  Twitter: @richbyintention  Get our FREE Cheat Sheet to Get on the Same Page about Money with Your Partner at https://www.richbyintention.com

Financial expert Kevin Matthews joins to talk about the Fed's interest rate hike and how it will (or won't) tame inflation, as well as advice for frustrated home buyers and crypto enthusiasts. More about Kevin: He is a number #1 bestselling author and former financial advisor. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia.  He holds a bachelor's degree in Economics from Hampton University and a certificate in financial planning from Northwestern University. In 2020, he graduated from the University of Texas at Austin with a Master's in Technology Commercialization.   Follow Kevin: YouTube Channel - www.buildingbread.com/youtube Website: www.buildingbread.com Learn more about your ad choices. Visit megaphone.fm/adchoices

A 20-year finance industry veteran, podcaster, writer, and speaker, George is working to help people get better at money and life. He spent 10 years with a Fortune 100 company as an advisor as well as in leadership positions where he impacted thousands of people and developed training curriculums. He's the President of Financial Consulting Professionals, the Founder and Chief Community Officer of Money Alignment Academy, and the host of the Money Savage podcast. George is honored to have been named to Investopedia's list of the Top 100 Most Influential Financial Advisors two years in a row. He is husband to Emilie and dad to James and Jack. What you will learn in this episode: When, how, and why George became interested in the personal finance niche How George helps regular people get to a place where they no longer have to worry about money What the Strive Online Bootcamp does to help people to understand and improve their financial situation Why June is the perfect time to take action and get in control of your money Some of the mental stumbling blocks people often trip over in pursuit of their financial goals What confirmation bias is, and how it can impact your financial situation Where else you can find George's insights and advice online Resources: Exclusive link: www.smartrealestatecoach.com/strive LinkedIn: https://www.linkedin.com/in/georgegrombacher/ https://www.linkedin.com/company/money-alignment-academy/ Twitter: https://twitter.com/glgrombacher Additional Resources: Follow Chris and Zach on Club House to learn even more about deal structures and how to get 3 paydays from your real estate investments. If you're looking to secure some lines of credit for your business, check out Fund and Grow – Visit the Resource page at https://smartrealestatecoach.com/resources Schedule a FREE Strategy Call: SmartRealEstateCoach.com/action Register for our free masterclass: www.SmartRealEstateCoach.com/mastersclass Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoach.com/webinar SmartRealRstateCoach.com/ebook SmartRealEstateCoach.com/QLS SmartRealestateCoach.com/tools SmartRealestateCoach.com/eaze smartrealestatecoach.com/podcast20

We all want to retire comfortably, and work hard to do so, but sometimes our behaviors don't match our goals.That's why the intersection of psychology and finance is so fascinating.  It's called Behavioral Finance.Thanks to his expertise in this subject, George Grombacher has been named to Investopedia's list of the Top 100 Most Influential Financial Advisors two years in a row. He'll join the show to teach you the science behind what we're describing so that you know:- How to have better money conversations- How to proactively seek out money resistance- How to take mental control of your financial futureWith all the chaos in the economy, there has never been a more important time to limit your exposure to financial self sabotage.Join us LIVE for a mind opening experience with George Grombacher!-------------------------------------------------------------------------------------------------------------------

If building generational wealth is something on your to-do list for 2022 and beyond, then episode 126 is exactly what you need to hear, featuring Kevin L. Matthews II of Building Bread!Kevin L. Matthews II is a #1 bestselling author and former financial advisor. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia. Kevin launched BuildingBread in 2010, to inspire millennials to set, simplify and achieve any financial goal. Kevin regularly speaks to young adults across the country and has been featured in several media publications and productions including The Wall Street Journal, The New York Times, Forbes, Black Enterprise, and many others.Kevin served as the Director of Consumer Information for New York City's Office of Financial Empowerment where he oversaw strategic initiatives and hosted BuildingBread with Kevin Matthews on WHCR 90.3 FM. Kevin holds a bachelor's degree in Economics from Hampton University, a certificate in financial planning from Northwestern University and a certificate in disruptive strategy from Harvard Business School. In 2020, he graduated from the University of Texas at Austin's McCombs School of Business with a Master's in Technology Commercialization (MSTC).You can follow Kevin on Instagram, Facebook, YouTube, Twitter, TikTok and LinkedIn.For full episode show notes, click here.Loving this episode? Leave us a review if you're listening on Apple podcasts and be sure to follow us on Instagram, Facebook, Twitter and YouTube! See acast.com/privacy for privacy and opt-out information.

Join Andrea and George Grombacher as they talk about understanding the factors that can lead to financial success. In this episode, George shares how he helps people get better with money and live how they want. Stay tuned!   Here are the things to expect in this episode: What's the Money Alignment Academy all about? What is its goal? Making good money doesn't automatically mean that you're in a successful financial situation. The importance of having goals and focusing on things you want to accomplish. People need a lot more help than they're currently getting. The Academy is capable of helping people to be financially successful! And more!   About George Grombacher: A 20-year finance industry veteran, podcaster, writer, and speaker, George is working to help people get better at money and life how they want. He spent 10 years with a Fortune 100 company as an advisor as well as in leadership positions where he impacted thousands of people and developed training curriculums. He's the President of Financial Consulting Professionals, the Founder and Chief Community Officer of Money Alignment Academy, and the host of the LifeBlood podcast. George is honored to have been named to Investopedia's list of the Top 100 Most Influential Financial Advisors two years in a row. He is husband to Emilie and dad to James and Jack.   Connect with George! Website: https://MoneyAlignmentacademy.com LinkedIn: https://www.linkedin.com/in/georgegrombacher/ Podcast: https://podcasts.apple.com/us/podcast/lifeblood/id1312646351   For more tips and strategies follow along with Andrea: FB Group - https://www.facebook.com/groups/uplevelcollective Website - https://www.andreafreemanconsulting.com/ Instagram - https://www.instagram.com/afreeman_insta/ Podcast Powerhouse Masterclass - https://www.andreafreemanconsulting.com/masterclass      

For more than a decade, Douglas A. Boneparth has helped his clients negotiate sales of businesses; establish legacies for future generations; purchase new homes; pay off debt and achieve financial independence. But while servicing the needs of his diverse book of business, he noticed a gaping hole in the financial services industry: financial planning and advice for Millennials, his peers. So while everyone else was chasing old money to invest, Douglas started finding young people to invest in. With a passion to improve the financial lives of those around him, Douglas founded Bone Fide Wealth, a firm dedicated to providing both effective and relatable advice to the city's hardest working young professionals. Through his personal experiences with student debt, higher education, career development, professional achievement and entrepreneurship, Douglas shares a perspective that very few financial advisors in the industry can. Douglas then draws upon the real life examples of his firm's clientele, offering financial solutions that are as creative as they are practical. To financially educate and empower Millennials, Douglas speaks across New York City, including engagements at New York University, Fordham University and The King's College and partners with organizations like Experian, SoFiand Blue Nile. He is active in w!se, a New York City non-profit that teaches financial life skills to high school students. Douglas received his Bachelor of Science degree from the University of Florida and his Master of Business Administration from the NYU Stern School of Business, with concentrations in finance and management. He enjoys playing tennis and volleyball, keeping his menswear fresh and watching college football with Heather, Hazel and Ruby, his wife and two daughters. Go Gators! Twitter: @dougboneparth IG: @dougboneparth Street Cred: Co-author of The Millennial Money Fix (Career Press, 2017). CNBC Digital Financial Advisor Council. Investopedia Top 10 Most Influential Financial Advisors, 2018, 2019, 2020.* InvestmentNews “40 Under 40”, 2016.* CFP Board Ambassador for New York. Forbes Top Next-Generation Wealth Advisors, 2018, 2019* NexGen Director, Financial Planning Association of New York, 2018. Financial expert in the media. Visit the press page for access to featured videos, articles and more.

George Grombacher - A 20 year finance industry veteran, podcaster, writer and speaker, George is working to help people get better at money and life how they want.   He spent 10 years with a Fortune 100 company as an advisor as well as in leadership positions where he impacted thousands of people and developed training curriculums.  He's the President of Financial Consulting Professionals, the Founder and Chief Community Officer of Money Alignment Academy and the host of the LifeBlood podcast. George is honored to have been named to Investopedia's list of the Top 100 Most Influential Financial Advisors two years in a row.  He is husband to Emilie and dad to James and Jack. MoneyAlignmentAcdemy.com LifeBlood Podcast Facebook Twitter Instagram Linkedin

How can you make your money work so you don't have to? In this episode, investing expert and writer Kevin L. Matthews II drops gems of finance knowledge that are sure to set you on a path to success.Kevin L. Matthews II is a number one bestselling author and former financial advisor. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia. Kevin launched BuildingBread in 2010, to inspire millennials to set, simplify and achieve any financial goal. Kevin regularly speaks to young adults across the country and has been featured in several media publications and productions including The Wall Street Journal, The New York Times, Forbes, Black Enterprise, and many others. Follow KevinTwitter: www.twitter.com/buildingbreadInstagram: www.instagram.com/buildingbreadFor more information about the sponsor of this show First Boulevard, a financial technology company designed to build generational wealth for Black America, visit www.firstboulevard.com/

George Grombacher | Influencer, Financial Advisor, Writer, Speaker & Podcaster20 year finance industry veteran, podcaster, writer and speaker, George is working to help people get better at money and live how they want.  He spent 10 years with a Fortune 100 company as an advisor, as well as in leadership positions where he impacted thousands of people and developed training curriculums.  George is the President of Financial Consulting Professionals, the Founder and Chief Community Officer of Money Alignment Academy and the host of the LifeBlood podcast.George is honored to have been named on the Investopedia's list of the Top 100 Most Influential Financial Advisors two years in a row. He is husband to Emilie and dad to James and Jack.Listen as Joseph and George speak all things 'Savage Money'!

Douglas A. Boneparth, CFP is president and CEO of Bona Fide Wealth, a Registered Investment Advisor based in New York City. Investopedia named him as one of the Top 10 Most Influential Financial Advisors in 2018, 2019, and 2020, and he currently sits on the CNBC Financial Advisor Council. He is also the author of The Millennial Money Fix (Career Press, 2017), and has been featured on CNBC, ABC, Good Morning America, The New York Times, The Wall Street Journal, and more. LinkedIn: https://www.linkedin.com/in/douglasboneparth Twitter: https://twitter.com/dougboneparth WMA website: http://msuwma.com Contact: msuwma@gmail.com Song credits: J Dilla: Last Donut of the Night - https://www.youtube.com/watch?v=ownXgkMQv8g

Rick Kahler, president of Kahler Financial Group, is a life-long resident of Rapid City, SD. He began his professional career in 1973 selling and appraising real estate. He founded Kahler Financial Group in 1981. He became the first fee-only Certified Financial Planner™ (CFP®) in South Dakota in 1983 and one of the first Certified Financial Therapist-LeveI I™ in the US and the first in SD. He is co-author four books on the psychology of money: Conscious Finance, The Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health and Wired For Wealth.   Rick has served on several national boards and is a founding board member and past Chair of the Financial Therapy Association. In 2018, Rick received the Insiders Forum Iconoclast Award for his ground-breaking work in financial therapy. In 2017 and again in 2019, Investopedia.com named Rick one of the top 100 Most Influential Financial Advisors. Highlights: Rick explains The Financial Wisdom of Ebenezer Scrooge and how it relates to money relationshipsWe discuss the importance of knowing the difference between internal and external financesRick discusses how 90% of all financial decisions are emotionally drivenRick speaks to the science of how we make money decisionsRick suggests that the first step to making sustainable financial changes is recognizing and accepting your feelings and emotions around moneyFinancial Literacy is not enoughRick defines what is Financial HealthAt the end Rick provides insight on how we can embark on the journey to financial health. Warning, it's not a quick fix, but like many things in life, the good things aren't a quick fixWe touch on how the “money system” needs to change to enable for more access to financial advice, therapy, planning etc for everyone Links: Rick Website: https://kahlerfinancial.com/Rick's Blog (Financial Awakening): https://kahlerfinancial.com/financial-awakeningsRick's Books (Conscious Finance, The Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health and Wired For Wealth): https://kahlerfinancial.com/books-by-rick-kahler Quotes: "We can only look as far forward as we look backwards" Rick Kahler"Interior finances are all the unseen underbelly that drive the behaviors on the exterior" Rick Kahler"We are 100% responsible for our 50% of every relationship" Dr. Ted Klontz"The benefit of feeling a feeling is clarity. Its being objective" Rick Kahler"You can't read yourself to financial health" Rick Kahler Key Lessons: Doing the interior work is critical for a thriving relationship Feeling a feeling is key to financial success 90% of financial decisions are emotionalLearning and accepting your money scripts is the MOST important part of personal financesLiving in the middle not in the extremes AKA Being PresentSpend more time in presence is a key to happiness

George Grombacher is a former Division 1 scholarship athlete in tennis. He serves on the Foundation Board for Goodwill of Central and Northern Arizona, the Phoenix Police Department's Citizen Review Board and he is the President of the Phoenix Alumni Chapter of Sigma Chi. He is also the President of Financial Consulting Professionals and the Founder and Chief Community Officer of Money Alignment Academy. George has been named to Investopedia's list of the Top 100 Most Influential Financial Advisors. He is the host of the Money Savage podcast and the co-host of the Figure It Out podcast. What you'll learn about in this episode: Why the chaos of 2020 so far has proven the need for developing resiliency to better survive these challenges How George is offering a two-week course to help you detox your mind, body and finances, and how the course will help those aspects of your life Why we are all guilty of wasting a lot of time and falling down the rabbit holes of the internet Why George believes that great information plus a supportive community equals real and lasting change How George first got involved in financial services and found his passion for impacting others in positive ways Why having all the other aspects of your life in sync can also help you achieve financial success What simple time-saving strategies and key daily habits George uses to speed up his mornings and avoid wasting time How the global pandemic has impacted people's finances, and what advice George has to share for helping people recover from the impact Why participants in George's program don't need to be experts in exercise, nutrition or personal finance Resources: Website: www.smartrealestatecoach.com/strive Website: http://moneyalignmentacademy.com/ Website: https://georgegrombacher.com/ LinkedIn: www.linkedin.com/in/georgegrombacher/ Additional resources: Website: www.SmartRealEstateCoachPodcast.com/webinar Website: www.SmartRealEstateCoachPodcast.com/termsbook Website: www.SmartRealEstateCoachPodcast.com/ebook Website: www.SmartRealEstateCoach.com/QLS/ Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC

Kevin L. Matthews II is an author, founder of Building Bread and former financial advisor. Currently, Kevin is the Director of Consumer Information for New York City's Office of Financial Empowerment where he oversees strategic initiatives.     He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia.     Sponsor/Partnership The Beginner's Guide To Outsourcing Your Business: Find, Hire, and Build Your Team Virtually Today! $2.99 Ebook on Amazon. Step-by-step guide every entrepreneur needs to build his or her business with the asset of working with virtual employees. Focusing on business growth, giving you the time to work less in the business and more time working on the business.

Kevin shares the 411 on investing. He explains terms, strategies and in his experience things that work well. Kevin L. Matthews II is a number one bestselling author and former financial advisor. He has helped hundreds of individuals plan for their retirement in addition to managing more than $140 million in assets during his advisory career. By 2017, he was named one of the Top 100 Most Influential Financial Advisors by Investopedia. Kevin launched BuildingBread in 2010, to inspire millennials to set, simplify and achieve any financial goal. Kevin regularly speaks to young adults across the country and has been featured in several media publications and productions including The Wall Street Journal, The New York Times, Forbes, Black Enterprise, and many others. Kevin served as the Director of Consumer Information for New York City's Office of Financial Empowerment where he oversaw strategic initiatives and hosted of BuildingBread with Kevin Matthews on WHCR 90.3 FM. Kevin holds a bachelor's degree in Economics from Hampton University, a certificate of financial planning from Northwestern University and a certificate in disruptive strategy from Harvard Business. Kevin also has a course called Perfect Portfolio where you can learn about investing and the great thing is it is at your own pace. Here is my affiliate link, to the course: http://buildingbread.thinkific.com/courses/perfect-portfolio-course?ref=ecd95a Kevin can be found across all platforms @buildingbread www.buildingbread.com The host can be found at: Twitter and Instagram: @itsmymoney! Facebook: It'$ My Money Squad Media sponsor: SwagHer