Podcasts about Personal finance

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    Best podcasts about Personal finance

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    Latest podcast episodes about Personal finance

    Steve Forbes: What's Ahead
    Spotlight: Can Japan's New PM Save Her Nation From An Economic Crisis That Would Also Hurt The U.S.?

    Steve Forbes: What's Ahead

    Play Episode Listen Later Oct 28, 2025 4:44


    Steve Forbes praises the Thatcheresque inclinations of Japan's new prime minister, Sanae Takaichi, which could help her nation dig out of its economic rut—but Forbes warns that she is still pursuing the same plans as before, which could ensure an economic crisis.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    ChooseFI
    State of the Stock Market 2025 Q&A with Brian Feroldi | Ep 570

    ChooseFI

    Play Episode Listen Later Oct 27, 2025 63:47


    Brian Feroldi discusses the current state of the stock market, providing insights on market valuations, personal investment strategies, and the impact of artificial intelligence on stock analysis. The conversation highlights the importance of sustainability in stock market growth, potential investment pitfalls, and the benefits of leveraging AI tools for detailed analyses. Key Topics & Timestamps Introduction to the State of the Stock Market (00:01:01) Overview of stock market performance in 2025, with S&P 500 recording over 15% growth year-to-date. Current Market Valuation Insights (00:02:04) Discussion on historical performance indicators and high valuation levels. "Sustained double-digit growth in the stock market isn't feasible long-term." (00:02:15) Brian Feroldi's Personal Investment Strategy (00:05:00) Brian shares his strategy of maintaining a 30% cash position during high valuations and investing 70% in the market. Importance of personal financial situations when making investment choices. Impact of AI on Stock Analysis (00:24:19) Insights on how AI can enhance stock analysis when provided with clear directives. "As long as you're giving AI clear directions, it can provide incredible analysis." (00:26:10) Audience Questions and Answers (00:30:00) Discussion on individual stocks vs. index funds and thoughts on tax implications. Benefits of Fee-Only Financial Advisors (00:53:24) Advocating for fee-only hourly consultations for transparent financial advice versus traditional AUM models. Conclusions and Future Predictions (01:03:05) Summary of Brian's thoughts on market sustainability and advice for investor strategies moving forward. Actionable Takeaways Maintain a cash reserve during high market valuations to ensure better investment opportunities. (00:06:32) Utilize AI tools for deeper stock analysis, focusing only on credible data sources. (00:26:10) Regularly consult fee-only financial advisors for actionable insights without ongoing asset management fees. (00:53:24) Key Quotes Brian Feroldi: "Investment strategies should reflect personal financial situations." (00:05:00) Brian Feroldi: "Dollar-cost averaging into total stock market index funds is just so rock solid." (00:21:27) Related Resources Notebook LLM (00:25:05) Finviz Stock Screener (00:40:09) Nectarine (00:53:24) OpenPath Financial (00:54:32) Abundo Wealth (00:54:32) Discussion Questions How has the recent performance of the S&P 500 influenced your investment strategy? (00:02:04) What role do you think AI will play in future investment decisions? (00:26:10) How do you approach high market valuations as an investor? (00:06:32)

    Self Reflection Podcast
    Building Wealth, Mindset, and a Legacy of Resilience

    Self Reflection Podcast

    Play Episode Listen Later Oct 27, 2025 106:37


    Send us a textCan shifting your mindset about money unlock not just financial freedom, but also mental peace? In this deeply inspiring and practical episode, Lira sits down with Shai-dam Akwo, a financial professional consultant and CEO of One-Off Elite, who shares his incredible journey from extreme poverty in Cameroon to building a successful life and business in the United States. Shy's story is a powerful testament to resilience, the drive for a better future, and the critical role financial literacy plays in breaking generational cycles.Shai offers profound insights into the cultural and historical reasons why money remains a taboo subject in many African and Black communities, explaining how societal pressures and a misunderstanding of wealth often lead to financial stress and hinder true progress. He draws a crucial distinction between being rich (making money) and being wealthy (building sustainable financial peace and security that lasts even if you stop working). This conversation is a masterclass in shifting from a survival mindset to a wealth-building one.This episode is packed with actionable advice for anyone ready to take control of their financial future. Shai emphasizes the foundational steps: educating yourself (even through free resources like YouTube and audiobooks), setting massive goals that scare you, disciplined budgeting, finding side hustles, and understanding that building wealth is a long-term journey requiring consistency and patience. He passionately argues that life insurance is the cornerstone of any wealth-building plan, explaining how it protects your most valuable asset—your ability to earn income—against life's uncertainties like critical illness, ensuring your family's stability and peace of mind.Join Lira and Shai for a conversation that bridges finance, mindset, resilience, and mental well-being, offering both inspiration and a practical roadmap to creating a life of security and purpose.Support the showCall to Action: Engage with the Self-Reflection Podcast community! Like, follow, and subscribe on Spotify, Apple Podcasts, YouTube (Self-Reflection Podcast by Lira Ndifon), and all major podcast platforms. Share your insights and feedback—we value your contributions! Suggest topics you'd like us to explore. Your support amplifies our reach, sharing these vital messages of self-love and empowerment. Until our next conversation, prioritize self-care and embrace your journey. Grab your copy of "Awaken Your True Self" on Amazon. Until next time, be kind to yourself and keep reflecting.

    Hosanna Ministry Podcast
    Sunday October 26th, 2025 Blessed to be a Blessing - Biblical Personal Finance

    Hosanna Ministry Podcast

    Play Episode Listen Later Oct 27, 2025 46:40


    In this final message of our Blessed to be a Blessing series, Pastor Josh Blair teaches on God's perspective of money — not as something to fear or worship, but as a tool that can be used to advance His Kingdom. This week's sermon dives deep into biblical financial principles, showing how generosity, stewardship, and trust in God lead to lasting peace and purpose. From the dangers of misplaced trust in wealth to the freedom that comes from faithful tithing, this message challenges us to invite God into our finances and to live with financial peace and generosity.

    Right Thinking with Steve Coplon
    Personal Finance And Small Business Ownership - Part 2 | Episode #454 | Encore Edition #16

    Right Thinking with Steve Coplon

    Play Episode Listen Later Oct 27, 2025 50:01 Transcription Available


    Right Thinking with Steve Coplon.This week's show is called "Personal Finance and Small Business Ownership  - Part 2 | Encore Edition #16." Tune in and hear Steve as he continues to share valuable insights and provide tools on how to give yourself the best chance of success if you are thinking about starting your own small business.https://www.talknetworkradio.com/hosts/right-thinking

    Average Joe Finances
    318. The Art of Passion and Capability with Tim Dwyer

    Average Joe Finances

    Play Episode Listen Later Oct 26, 2025 41:03


    Join us on Average Joe Finances as our guest Tim Dwyer,shares his 20+ years of experience in business coaching, detailing his journey from a corporate career at Telstra to running his own business coaching company. He emphasizes the importance of passion, purpose, and capability in building a successful business and introduces his innovative 'Toly Map' system for business growth. Tim also discusses the impact of AI on business landscapes and the significance of aligning with one's true passion to navigate future changes. Through various anecdotes, he sheds light on why trusting instincts and fostering a growth-oriented and passionate team are crucial for long-term success.In this episode:Gain clarity on how aligning passion with strategy can turn a business into both a purpose and a profit engine.Uncover how Tim Dwyer's Tmy Map offers a structured path to scale, sell, or sustain your business with intention.Recognize the power of building culture and leadership that evolves alongside your growing team.Take away timeless lessons on decision-making, self-awareness, and serving with joy in an ever-changing business world.And so much more!Key Moments:00:41 Meet Tim Dwyer: From Corporate to Coaching01:20 Tim's Business Journey and Coaching Philosophy03:40 The Google Maps of Business Success08:56 Inspiration vs. Opportunity in Business11:15 The Importance of Passion and Capability15:17 Building a Passionate Team19:21 Success Story: Passion-Driven Growth22:52 The Importance of Passion and Capability in Business23:44 Building and Managing a Successful Team28:27 The Role of Culture in Business Growth29:48 Final Round: Personal Insights and Lessons Learned33:57 Tips for Aspiring Entrepreneurs35:34 Book Recommendations and Final ThoughtsFind Tim DwyerWebsite: https://www.timdwyer.net.au/LinkedIn: https://www.linkedin.com/in/timdwyer11/?originalSubdomain=auAverage Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comShow Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSend us a textSupport the show

    New Indian Woman
    Personal Finance - A Conversation with Dhana, Season 1 Part 9

    New Indian Woman

    Play Episode Listen Later Oct 26, 2025 19:42


    EconoFact Chats
    Fixing Personal Finance

    EconoFact Chats

    Play Episode Listen Later Oct 26, 2025 35:52


    In their new book 'Fixed: Why Personal Finance is Broken and How to Make It Work for Everyone,' John Campbell and Tarun Ramadorai highlight how personal finance markets in the US and across the globe often benefit the wealthy and more educated at the expense of those with fewer advantages. This feature of financial markets, along with the inherent difficulty in making financial decisions, makes it difficult for regular consumers to make sound decisions about investing and borrowing. John joins EconoFact Chats to discuss his book, offering practical advice on topics like saving for college, getting a mortgage, making investment decisions, and creating an emergency fund for hard times. He also proposes some solutions to make personal finance work better for everyone. John is the Morton L. and Carole S. Olshan Professor of Economics at Harvard University.

    The Pension Confident Podcast
    E43: Who wants to be a pension millionaire? With Faith Archer, Damien Fahy and Maike Currie

    The Pension Confident Podcast

    Play Episode Listen Later Oct 26, 2025 31:03


    Enjoying the podcast? Tell us what you think below and give us a review or rating. As always we'd love to hear your suggestions and feedback. Send us an email: podcast@pensionbee.com.   Building a £1 million pension pot may be more achievable than you think. But how much money will that £1 million give you in retirement?  Join our host, Philippa Lamb, and our expert panel as they discuss what it takes to build £1 million in your pension from the monthly contributions needed depending on your age, to the role that compound interest and employer contributions can play.   Financial Expert and Founder of Much More with Less, Faith Archer; Founder of Money to the Masses, Damien Fahy; and VP Personal Finance at PensionBee, Maike Currie.   Episode Breakdown: 01:06 How many pension millionaires are there? 02:55 Monthly payments needed to grow a £1 million pension 04:50 How can parents help their kids to become a millionaire? 08:20 How much retirement income can you take from a £1 million pension? 09:13 The 4% withdrawal rule 09:54 Is £40,000 per year enough in retirement? 11:03 The State Pension 12:22 Inflation and the impact on savings and pensions 13:42 How can you save £1 million? 14:34 Pension tax relief and employer contributions 19:42 Junior pensions and Inheritance Tax 20:48 Workplace pensions and Auto-Enrolment 22:44 How can self-employed people start a pension? 23:38 £4 on a coffee vs. £4 in your pension 27:36 How much can £5,000, £10,000 and £20,000 grow in 40 years? 28:16 The annual allowance on pension contributions   Further reading, listening and watching: Episode 43 transcript (Blog) How to build a £1 million pension pot (Blog) What is the 4% rule for withdrawals in retirement? (Blog) What is the State Pension? (Blog) Employer matched contributions (Blog) What is a SIPP (Self-Invested Personal Pension)? (Blog) Pension contribution limits (Blog) Inheritance Tax guide (Blog) 7 of the best ways of giving money to grandchildren (Blog) What is Auto-Enrolment (Blog) Do you know what pension plan you're in? (Blog) Are high charges eroding the value of your pension? (Blog) Other useful resources: Pension Calculator (PensionBee) Inflation Calculator (PensionBee) Pension Tax Relief Calculator (PensionBee) A simple strategy to help your child become a millionaire (Money to the Masses) Retirement Living Standards (Pensions UK) Claim tax relief on your private pension payments (GOV.UK) How to make your child a millionaire - for just £51,840 (The Times) Compound Interest Calculator (The Calculator Site) The Millionaire Next Door (Dr. Thomas J. Stanley) Warren Buffett (Forbes)  Catch up on the latest news, read our transcripts or watch on YouTube: The Pension Confident Podcast The Pension Confident Podcast on YouTube Follow PensionBee (@PensionBee) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads. Follow Faith Archer (@MuchMoreWithLess) on LinkedIn, Facebook and X. Follow Money to the Masses (@moneytothemasses) on TikTok, YouTube, Instagram, LinkedIn, Facebook, X and Threads.

    Small Talk! With Alec Cuenca - Motivation, Inspiration, Pinoy Podcast
    Everything You Need To Know About Personal Finance | Episode 373

    Small Talk! With Alec Cuenca - Motivation, Inspiration, Pinoy Podcast

    Play Episode Listen Later Oct 25, 2025 31:19


    In this follow-up episode of Small Talk with Alec Cuenca, Nicole Alba opens up about her journey toward financial independence — and the truth behind growing up privileged yet wanting to build something on her own.From her early years watching her parents work tirelessly to send her and her siblings to school, to realizing how money shapes our choices, Nicole shares a side of success that's often left unspoken. She reflects on privilege, responsibility, and what it truly means to earn your own freedom.Whether you're navigating your 20s, chasing financial stability, or learning to build your own foundation — this conversation will remind you that your relationship with money will always reflect your relationship with yourself.Follow the podcast on IG: @smalltalkpodcasts with @aleccuenca_ and @alba.nicoleee Hosted on Acast. See acast.com/privacy for more information.

    The Rational Reminder Podcast
    Episode 380: John Y. Campbell - Fixing Personal Finance

    The Rational Reminder Podcast

    Play Episode Listen Later Oct 23, 2025 83:29


    What if capitalism itself is confusing your personal finance decisions? In this week's episode, Harvard economist John Y. Campbell joins us to unpack his new book, Fixed: Why Personal Finance Is Broken and How to Make It Work for Everyone, co-authored with Tarun Ramadorai. John argues that the financial system—while essential—is failing ordinary people through complexity, hidden costs, and misplaced incentives. Drawing on decades of research in household finance, he explains why products are too expensive, advice too conflicted, and decisions too difficult, and how policy and design can fix it. Key Points From This Episode:   (0:04) Introduction – Rational Reminder's focus on sensible investing and decision-making. (1:46) Why Canadian finance feels broken: complexity, branding, and lack of competition. (4:53) Introducing John Y. Campbell and his new book Fixed. (5:43) The role of the financial system in everyday life: smoothing income, enabling investment, and managing risk. (7:14) The two main problems in modern finance—products are too complicated and too expensive. (9:17) Why financial decisions are so hard: our brains didn't evolve for math, and temptation bias wins. (11:36) How far financial literacy education really helps—and its limits for inequality. (14:26) The “corruption of capitalism”: how capitalists exploit consumer confusion and misperceived value. (18:15) Cross-subsidies: how the mistakes of the poor often subsidize the wealthy. (21:05) Competition only works when consumers can compare price and quality. (22:15) Financial innovation—when technology helps vs. when it deceives. (24:24) Conflicts of interest in advice: why “trusted” advisors often don't act in clients' best interests. (26:26) Why loyal, long-term bank customers often get worse deals. (27:20) The illusion of opting out: why avoiding finance (or choosing crypto) is “jumping out of the frying pan into the fire.” (30:24) The global emergency-savings problem—why volatility hits the poor hardest. (32:26) Is college worth it? Returns, costs, and who actually benefits. (35:47) How to think rationally about buying versus renting a home. (38:16) Housing in retirement—why reverse mortgages make sense but are misunderstood. (40:25) Mortgage mistakes: not shopping, not refinancing, and the racial gap that results. (44:41) Using utility theory to make better insurance and investment choices. (46:55) Principles for investing in stocks: participate, diversify, minimize fees, and ignore short-term noise. (48:24) How real investor behavior deviates from these principles—chasing returns and confusing investing with gambling. (51:17) Insurance mistakes: overinsuring small risks, underinsuring big ones. (54:11) How much to save for retirement—and how most people fall short. (55:40) Lifecycle investing: why target-date funds are good but could be better. (57:56) Why annuities make sense, and how better framing could make them more popular. (59:30) Technology's double edge: lower costs but higher temptation and discrimination. (1:02:17) Lessons from crypto: why stablecoins matter and what regulators should learn. (1:05:26) From nudge to shove: how governments should actively design simpler, safer products. (1:10:02) Where regulation goes too far—and why governments shouldn't run finance directly. (1:13:10) Priority areas for reform: retirement accounts, transaction accounts, and insurance. (1:14:49) The four design principles for a better system: simple, cheap, safe, easy. Links From Today's Episode:   Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582.  Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

    The Investing Podcast
    Sanctions on Russian Oil Companies & Tesla Earnings | October 23, 2025 – Morning Market Briefing

    The Investing Podcast

    Play Episode Listen Later Oct 23, 2025 21:07


    Andrew and Ben discuss the sanctions on Russia, beef prices, and Tesla earnings. Song: Pride and Joy - Stevie Ray VaughanFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

    Daily Success Show with Jamila Payne
    5 Money Mistakes that Women Owners Make (and How to Avoid Them)

    Daily Success Show with Jamila Payne

    Play Episode Listen Later Oct 23, 2025 19:24


    You're not bad with money. You just haven't been taught how to own your numbers yet. In this week's episode of Breadwinning Business Women, I'm calling out the five money mistakes that quietly keep smart women broke — and how to fix them for good. And I know them all because I've been there. Think of it as a financial detox for your business. You'll learn:

    KFI Featured Segments
    @BillHandelShow – ‘How to Money' with Joel Larsgaard

    KFI Featured Segments

    Play Episode Listen Later Oct 23, 2025 9:15 Transcription Available


    Host of ‘How to Money' Joel Larsgaard joins the Bill Handel Show to discuss extra rewards through credit cards, the more money you have the harder it is to manage, and AI entering the e-commerce space.

    ABCs of Anaesthesia
    Financial advice for doctors with Dev Raga

    ABCs of Anaesthesia

    Play Episode Listen Later Oct 23, 2025 58:10


    Send us a textPlease check out Dr Dev Raga Personal Finance on all podcasting platformshttps://podcasts.apple.com/au/podcast/dev-raga-personal-finance/id1527271964https://open.spotify.com/show/4i7qGU4QdWzUAW7r1eikTr?si=a91a76afb9da4589---------Find us atInstagram: https://www.instagram.com/abcsofanaesthesia/Twitter: https://twitter.com/abcsofaWebsite: http://www.anaesthesiacollective.comPodcast: ABCs of AnaesthesiaPrimary Exam Podcast: Anaesthesia Coffee BreakFacebook Page: https://www.facebook.com/ABCsofAnaesthesiaFacebook Private Group: https://www.facebook.com/groups/2082807131964430---------Check out all of our online courses and zoom teaching sessions here!https://anaesthesia.thinkific.com/collectionshttps://www.anaesthesiacollective.com/courses/---------#Anesthesiology #Anesthesia #Anaesthetics #Anaesthetists #Residency #MedicalSchool #FOAMed #Nurse #Medical #Meded ---------Please support me at my patreonhttps://www.patreon.com/ABCsofA---------Any questions please email abcsofanaesthesia@gmail.com---------Disclaimer: The information contained in this video/audio/graphic is for medical practitioner education only. It is not and will not be relevant for the general public.Where applicable patients have given written informed consent to the use of their images in video/photography and aware that it will be published online and visible by medical practitioners and the general public.This contains general information about medical conditions and treatments. The information is not advice and should not be treated as such. The medical information is provided “as is” without any representations or warranties, express or implied. The presenter makes no representations or warranties in relation to the medical information on this video. You must not rely on the information as an alternative to assessing and managing your patient with your treating team and consultant. You should seek your own advice from your medical practitioner in relation to any of the topics discussed in this episode' Medical information can change rapidly, and the author/s make all reasonable attempts to provide accurate information at the time of filming. There is no guarantee that the information will be accurate at the time of viewingThe information provided is within the scope of a specialist anaesthetist (FANZCA) working in Australia.The information presented here does not represent the views of any hospital or ANZCA.These videos are solely for training and education of medical practitioners, and are not an advertisement. They were not sponsored and offer no discounts, gifts or other inducements. This disclaimer was created based on a Contractology template available at http://www.contractology.com.

    HerMoney with Jean Chatzky
    EP 498: The Personal Finance Tips That Really Matter, According to Carl Richards

    HerMoney with Jean Chatzky

    Play Episode Listen Later Oct 22, 2025 38:44


    We're more financially informed than ever, thanks to FinTok, money podcasts, and yes, even chatbots. But when it comes to having real conversations about money with the people closest to us? We still freeze. This week, Jean sits down with Carl Richards — New York Times “Sketch Guy” columnist, CFP®, and author of the new book Your Money: Reimagining Wealth Through 101 Simple Sketches — to talk about why personal finance is more emotional than we think, and how to start the conversations we've been avoiding. In this episode, we cover: Why budgeting tools don't fix emotional money problems How to align your spending with your values (without guilt) Why we underestimate our future financial needs Carl's take on market volatility, retirement, and behavior-based investing Why your calendar and checkbook reveal your true priorities And how to talk about money with your partner, kids, or even yourself Resources: ✏️ Follow Carl on Instagram: @behaviorgap

    Steve Forbes: What's Ahead
    Is President Trump Headed For Failure In Ukraine?

    Steve Forbes: What's Ahead

    Play Episode Listen Later Oct 22, 2025 4:13


    Steve Forbes warns that President Trump appears to be pushing a settlement with Russia that would jeopardize Ukraine's viability, and would jeopardize the free world—and urges the administration to change course and protect Ukraine's sovereignty.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    The Investing Podcast
    US-India Deal Seems Likely & UK Inflation | October 22, 2025 – Morning Market Briefing

    The Investing Podcast

    Play Episode Listen Later Oct 22, 2025 23:21


    Andrew, Ben, and Tom discuss the potential India deal, UK inflation, and various earnings. Song: Change the World - Eric ClaptonFor information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

    The Best Interest Podcast
    Special Needs Children: How to Protect Their Future and Yours - E119

    The Best Interest Podcast

    Play Episode Listen Later Oct 22, 2025 40:06


    Jesse goes solo for a deep dive into the vital yet often overlooked world of special needs financial planning. He opens with a personal story about his daughter's illness—an experience that deepened his empathy for parents whose caregiving journeys never pause—and uses it to frame the emotional and financial realities families face when raising a child with disabilities. From there, he explores how special needs planning extends beyond traditional wealth management, requiring families to think in decades, not years, while balancing their own retirement goals with lifelong care needs. Jesse breaks down key tools such as special needs trusts, ABLE accounts, and government programs like SSI and Medicaid, explaining how they work together to preserve benefits and provide sustainable support. He also examines the potential role of permanent life insurance as a funding mechanism for long-term care, the legal importance of guardianship and trusteeship, and the wisdom of separating caregiving and financial responsibilities to prevent burnout. Throughout, Jesse underscores the need for community resources, professional guidance, and self-care—reminding listeners that special needs planning isn't just about money, but about love, security, and building a future where every member of the family can thrive. Key Takeaways:• Raising a child with special needs requires planning for both the parents' and the child's lifetimes—often extending decades beyond traditional financial horizons. • Special needs families face higher ongoing costs, from medical treatments and therapies to adaptive equipment and in-home care. • Core financial fundamentals—emergency savings, retirement planning, tax strategy, and estate planning—remain essential but must be adapted for special needs circumstances. • Nonprofits, community organizations, and local programs can offer both financial aid and emotional support for families. • Professional guidance from fiduciary planners and special needs attorneys can help families integrate benefits, trusts, and insurance effectively. • Above all, special needs planning is about more than money—it's about love, security, and ensuring a dignified, supported life for every family member. Key Timestamps:(00:00) – Deep Dive: Special Needs Planning (08:12) – Unique Financial Challenges of Special Needs Families (15:56) – Special Needs Trusts: Protecting Your Child's Future (19:36) – Introduction to ABLE Accounts (23:59) – Life Insurance for Special Needs Families (28:37) – Guardianship and Legal Planning (33:45) – Community and Professional Resources Key Topics Discussed:The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques More of The Best Interest:Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.

    Progressive Pockets
    195. Feeling weird about your inheritance? You're not the only one.

    Progressive Pockets

    Play Episode Listen Later Oct 22, 2025 17:05 Transcription Available


    Send us a textDid you know there are membership organizations for people of means who want to use their money in greater alignment with their values? Whether you are looking for a group to join or looking for free resources online to DIY your own journey towards greater alignment between your money and your values, tune in this week to learn more about: Toniic, Women Donors Network, Solidaire, Resource Generation, and Thousand Currents.Links from today's episode:Toniic's Directory of Impact Investments https://toniic.com/diirectory/ Financial Times: Toniic, partner of GIIN, wants to bring impact investing to China's wealthy https://www.ft.com/content/23f02dd0-f3c9-11e8-9623-d7f9881e729fWomen Donors Network https://womendonors.org/ San Francisco Chronicle: Zendaya makes $100,000 donation to Bay Area theater where she got her start https://www.sfchronicle.com/entertainment/article/zendaya-california-shakespeare-theater-donation-18680592.phpSolidaire https://solidairenetwork.org/ Solidaire's Black Liberation Pooled Fund https://solidairenetwork.org/movement-partnerships/black-liberation-pooled-fund/ Thousand Currents https://thousandcurrents.org/ Resource Generation https://resourcegeneration.org/ ICYMI another episode you might enjoy:When Trust Fund Kids Grow Up- Episode 97 (recorded a few weeks before the 2024 rebranding of this show)Connect With Genet “GG” Gimja:Website https://www.progressivepockets.comTwitter https://twitter.com/prgrssvpckts Work With Me:Email progressivepockets@gmail.com for brand partnerships, business inquiries, and speaking engagements. Support the show

    Noon Business Hour on WBBM Newsradio
    Vacation Days - Glitch & Personal Finance Myths

    Noon Business Hour on WBBM Newsradio

    Play Episode Listen Later Oct 22, 2025 27:10


    Monday's internet outage may be a warning sign of just how interconnected everything has become - where one glitch could freeze hospitals, banks, and transportation, effectively shutting down society as we know it. Paul Hochman, president of Humongous Media and former tech editor for The Today Show, joins Rob Hart on the WBBM Noon Business Hour to discuss.

    Decide It's Your Turn™: The Podcast
    The One Question to Ask Yourself When You're Stuck in Fear

    Decide It's Your Turn™: The Podcast

    Play Episode Listen Later Oct 21, 2025 39:37


    In this inspiring episode, Christina Lecuyer dives deep into what it really means to play big—and why so many of us settle for playing small. She opens up about her own journey of stepping out of comfort zones, confronting fear, and choosing growth over safety.Christina breaks down the subtle ways we self-sabotage by staying “comfortable,” and reveals how to reconnect with your inner voice—the one that knows you're meant for more. Through honest stories, empowering insights, and actionable takeaways, she'll challenge you to redefine what “playing big” looks like in your own life.If you've been feeling stuck, craving more purpose, or afraid to take the leap—you need this episode. It's your reminder that playing big isn't about being fearless—it's about being brave enough to listen to that quiet voice inside and go for it anyway. 

    Master Passive Income Real Estate Investing in Rental Property
    Expert Personal Finance Investor Shares His Secrets

    Master Passive Income Real Estate Investing in Rental Property

    Play Episode Listen Later Oct 21, 2025 56:42


    Get 75% OFF the Income Building Live Conference Tickets https://incomebuildinglive.comFREE 5-Day Investing Challenge: https://masterpassiveincome.com/challengeFollow me on InstagramGet my new real estate investing software free: incomebuilder.ioGet the FREE Course: https://masterpassiveincome.com/freecourseGet the 1-on-1 coaching FREE strategy call here: https://masterpassiveincome.com/bookacall//BEST REAL ESTATE INVESTING RESOURCE LINKSStart your LLC for only FREE! https://masterpassiveincome.com/formanllcGreat High Interest Savings Account: https://masterpassiveincome.com/citGet your business bank account here: https://masterpassiveincome.com/baselane

    Sunlight
    The $100K Financial Literacy Reward, and The Hidden Costs of Buy Now, Pay Later

    Sunlight

    Play Episode Listen Later Oct 21, 2025 21:26


    In this episode of the Sunlight Tax podcast, I dig into the real impact of Buy Now, Pay Later (BNPL) services on spending habits and financial health. These “pay-later” plans may seem harmless, but they can quietly lead people, especially young consumers—into cycles of debt and financial stress. I break down how BNPL changes the way we think about money, what the long-term risks are, and why financial education is one of the most effective tools for protecting yourself. Research shows that learning even the basics of personal finance can save you tens of thousands of dollars over your lifetime.   Also mentioned in this episode: 02:00 Introduction to Personal Finance and Consumer Culture 04:15 The Dangers of Buy Now, Pay Later Services 06:37 The Importance of Personal Finance Education 09:49 The Value of Financial Literacy 12:28 Building Wealth Through Smart Financial Habits 15:11 Conclusion and Call to Action   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences.   Links: New York Times Article: They Got To Live A Life Of Luxury. Then Came The Fine Print  'Buy Now, Pay Later' has built a delirious new culture of consumption — and trapped users in a vortex of debt. CNBC Article: You can put a price tag on the value of a personal finance education: $100,000 Join my free class: Make Taxes Easier and Stash an Extra $152k in Your Savings Check out my program, Money Bootcamp Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Link to pre-order my workbook, Taxes for Humans: The Workbook Get your free visual guide to tax deductions  

    Wyce Thoughts
    The Wrench in the Wallet Car Repairs and Affordability in 2025

    Wyce Thoughts

    Play Episode Listen Later Oct 21, 2025 23:57 Transcription Available


    The Wrench in the Wallet: Car Repairs and Affordability in 2025 Are the costs of keeping your car running breaking your budget? This week on Wyce Thoughts, we dive into the staggering reality of car ownership affordability in 2025.We break down the data showing why the average repair bill has skyrocketed—from the complexity of modern sensors and high-tech parts to the rising cost of specialized labor.If a $1,000 fix makes you sweat, you're not alone.We share three proactive steps—from smart saving to becoming a meticulous maintenance planner to help you avoid financial crises, save money on major jobs, and choose a vehicle that won't crush your wallet in the years ahead.Don't let your car's check engine light turn into a financial emergency. Tune in for the wyce way to navigate 2025 auto expenses.Quench yor thirst the healthy way with Aspire Drinks and save 20% on your order from Wyce Thoughts!Save 20% HereWebsiteFollow on X Follow on YoutubeFollow  Purple Pit Studios on XQuench yor thirst the healthy way with Aspire Drinks and save 20% on your order from Wyce Thoughts!Save 20% Here

    KFI Featured Segments
    @WakeUpCall – ‘How to Money' with Joel Larsgaard

    KFI Featured Segments

    Play Episode Listen Later Oct 21, 2025 6:49 Transcription Available


    Amy talks with the host of ‘How to Money' Joel Larsgaard about 5G home internet, accidental landlording, and car wash subscriptions.

    Personal Finance with Warren Ingram
    Personal Finance: The entrepreneur's dilemma - When to invest your money or reinvest in your business 

    Personal Finance with Warren Ingram

    Play Episode Listen Later Oct 21, 2025 18:01 Transcription Available


    Stephen Grootes speaks to Warren Ingram, financial adviser and co-founder of Galileo Capital, about how entrepreneurs can balance growing their business with securing their personal finances. He explores when to start paying yourself, how to separate business from personal money, and why an exit plan matters — even if you never intend to leave your business. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

    The Best of the Money Show
    Personal Finance: The entrepreneur's dilemma - When to invest your money or reinvest in your business 

    The Best of the Money Show

    Play Episode Listen Later Oct 21, 2025 18:01 Transcription Available


    Stephen Grootes speaks to Warren Ingram, financial adviser and co-founder of Galileo Capital, about how entrepreneurs can balance growing their business with securing their personal finances. He explores when to start paying yourself, how to separate business from personal money, and why an exit plan matters — even if you never intend to leave your business. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

    The Military Money Manual Podcast
    Military to Civilian Transitions with Jesse Cramer, Personal Finance for Long-Term Investors #200

    The Military Money Manual Podcast

    Play Episode Listen Later Oct 20, 2025 46:04


    Spencer recently joined Jesse Cramer on his podcast, Personal Finance for Long-Term Investors. We wanted to share this episode with our listeners too! Links: Jesse's blog: https://bestinterest.blog/ (he has a great newsletter to sign up for!) Personal Finance for Long-Term Investors podcast: https://bestinterest.blog/personal-finance-for-long-term-investors/ Spencer and Jamie offer one-on-one Military Money Mentor sessions. Get your personal military money and personal finance questions answered in a confidential coaching call. militarymoneymanual.com/mentor Over 20,000 military servicemembers and military spouses have graduated from the 100% free course available at militarymoneymanual.com/umc3 In the Ultimate Military Credit Cards Course, you can learn how to apply for the most premium credit cards and get special military protections, including waived annual fees, on elite cards like the American Express Platinum Card® and the Chase Sapphire Reserve® Card. https://militarymoneymanual.com/amex-platinum-military/ https://militarymoneymanual.com/chase-sapphire-reserve-military/ Learn how active duty military, military spouses, and Guard and Reserves on 30+ day active orders can get your annual fees waived on premium credit cards in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3 If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. Want to be confident with your TSP investing? Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE! If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual.

    Investor Fuel Real Estate Investing Mastermind - Audio Version
    From Insurance Payout to Fourplex: Stephen Horan's Playbook for Sustainable Rental Growth

    Investor Fuel Real Estate Investing Mastermind - Audio Version

    Play Episode Listen Later Oct 20, 2025 21:49


    In this conversation, Stephen Horan shares his experience of recovering from a wildfire that destroyed his home. He discusses the importance of financial diligence and strategic investment in real estate, highlighting how he managed his insurance payout and leveraged loans to renovate a property that has significantly increased in value.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

    Highlights from Moncrieff
    Should personal finance be taught in schools?

    Highlights from Moncrieff

    Play Episode Listen Later Oct 20, 2025 14:23


    Should we be teaching personal finance in school?Experiences shared by people looking back on their school days reveal that most students of business and economics were still not financially literate, and clueless on basic topics such as salaries and pensions…Joining Seán to discuss is Personal Finance Journalist and Presenter of The Home Show on Newstalk, Sinead Ryan.

    Right Thinking with Steve Coplon
    Personal Finance And Small Business Ownership - Part 1 | Episode #453 | Encore Episode #15

    Right Thinking with Steve Coplon

    Play Episode Listen Later Oct 20, 2025 50:17 Transcription Available


    Right Thinking with Steve Coplon.This week's show is called "Personal Finance and Small Business Ownership -  Part I."   If you have ever thought about starting your own small business, then this show is for you!https://www.talknetworkradio.com/hosts/right-thinking

    Average Joe Finances
    317. Exploring Sustainable Coffee Ventures with Robby Kuster

    Average Joe Finances

    Play Episode Listen Later Oct 19, 2025 44:34


    Join us on Average Joe Finances as our guest Robby Kuster from Green Coffee Company, discusses the company's evolution from a small startup with three farms in Colombia to a major player in the coffee industry, known for its sustainable practices and vertical integration. Robby shares his personal journey from studying economics and teaching English in Colombia to growing Green Coffee Company and pursuing an MBA. Listeners will hear about the importance of sustainability in agriculture, the benefits of vertical integration, and plans for the company to IPO in the next few years.In this episode:Uncover how one career detour led Robby Kuster from teaching English to transforming Colombia's coffee industry.Gain insight into how vertical integration drives both sustainability and profitability in agriculture.Explore why recession-resistant sectors like coffee can offer stable, long-term investment potential.See how innovation and impact can align through Green Coffee Company's mission to modernize farming and empower communities.And so much more!Key Moments:00:50 Meet Robby Kuster01:43 Robbie's Journey with Green Coffee Company05:08 Green Coffee Company's Growth and Sustainability08:05 Vertical Integration and Market Expansion12:17 Investment and Future Prospects21:36 The Importance of Coffee22:15 Lessons from the Wine Industry24:12 Generational Shifts in Agriculture27:18 Green Coffee Company's Future Plans32:27 The Final Round: Personal Insights40:23 Where to Find More InformationFind Robby KusterWebsite: https://www.greencoffeecompany.com/LinkedIn: https://www.linkedin.com/in/robby-kuster/Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comShow Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSend us a textSupport the show

    More than Money
    October 18, 2025 – Ways to use the senior standard deduction – Do you need to add ‘per stirpes' to your account beneficiaries? – Learn how to help Nazareth Area Food Bank – Alyssa's daughter describes high school personal finance course

    More than Money

    Play Episode Listen Later Oct 18, 2025


    Alyssa interviews the director of the Nazareth Area Food Bank in advance of this week's food drive, and her daughter, Juliana, talks about what she's learning in her high school personal finance class—which becomes a Pennsylvania requirement next year. She also answers questions and delves into a variety of topics: It's Medicare open enrollment until Dec. 7. If your investment accounts don't have “per stirpes” or “per capita” selected, your beneficiary designations might not work the way you wish. A retiree asks what to do with his 401k. How should a sister handle a sibling pressuring dad to sell HIS house to pay off HER debt? The IRS is stopping paper checks! Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy or Medicare plan for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long-term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.

    KFI Featured Segments
    @BillHandelShow – ‘How to Money' with Joel Larsgaard

    KFI Featured Segments

    Play Episode Listen Later Oct 17, 2025 11:46 Transcription Available


    Host of ‘How to Money' Joel Larsgaard joins the show to discuss attending a wedding now costing a fortune, only 1/3 Americans now think college is ‘very important,' and people willing to be paid less to work remotely.

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
    How Can I Learn About Personal Finance?

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

    Play Episode Listen Later Oct 16, 2025 30:52 Transcription Available


    On this Ask Suze & KT Anything episode, KT asks Suze your questions about what to do with money you don’t need for five years or longer, selling property, advice for getting young people educated about personal finance and so much more. Watch Suze’s YouTube Channel Jumpstart financial wellness for your employees: https://bit.ly/SecureSave Protect your financial future with the Must Have Docs: https://bit.ly/3Vq1V3GGet your savings going with Alliant Credit Union: https://bit.ly/3rg0YioGet Suze’s special offers for podcast listeners at suzeorman.com/offerJoin Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on the podcast. Download the app by following one of these links: CLICK HERE FOR APPLE: https://apple.co/2KcAHbH CLICK HERE FOR GOOGLE PLAY: https://bit.ly/3curfMISee omnystudio.com/listener for privacy information.

    Money Meets Medicine
    Is Your Emergency Fund Too Big?

    Money Meets Medicine

    Play Episode Listen Later Oct 16, 2025 26:57


    What if your emergency fund is actually too big? In this week's episode, Dr. Jimmy Turner and Justin Harvey tackle that question — plus a few more from listeners in another grab-bag style show that blends practical advice with behavioral finance insights. Specifically they tackle:When to Drop Life & Disability Insurance:How to decide if you're truly financially independent enough to cancel term life or long-term disability — and why many physicians pull the trigger too early.Lease or Buy That New Car?:With income jumps and lifestyle creep in mind, they unpack whether to lease a luxury SUV or buy something mid-range, how financing fits into a high-income household, and why automating your financial goals should come before upgrading your ride.The “Too Big” Emergency Fund Debate:How much cash should high earners keep on hand — and why disagreements over emergency funds often trace back to money stories and emotional experiences around security and scarcity.From peace-of-mind trade-offs to spousal financial dynamics, this episode dives deep into the intersection of math, mindset, and marriage.

    Money Meets Medicine
    Is Your Emergency Fund Too Big (Updated)?

    Money Meets Medicine

    Play Episode Listen Later Oct 16, 2025 26:57


    What if your emergency fund is actually too big? In this week's episode, Dr. Jimmy Turner and Justin Harvey tackle that question — plus a few more from listeners in another grab-bag style show that blends practical advice with behavioral finance insights. Specifically they tackle:When to Drop Life & Disability Insurance:How to decide if you're truly financially independent enough to cancel term life or long-term disability — and why many physicians pull the trigger too early.Lease or Buy That New Car?:With income jumps and lifestyle creep in mind, they unpack whether to lease a luxury SUV or buy something mid-range, how financing fits into a high-income household, and why automating your financial goals should come before upgrading your ride.The “Too Big” Emergency Fund Debate:How much cash should high earners keep on hand — and why disagreements over emergency funds often trace back to money stories and emotional experiences around security and scarcity.From peace-of-mind trade-offs to spousal financial dynamics, this episode dives deep into the intersection of math, mindset, and marriage.

    Families Fly Free
    199 |❓Your Families Fly Free & Travel Rewards Questions Answered by Members: Open House Replay

    Families Fly Free

    Play Episode Listen Later Oct 16, 2025 71:20


    The price of the Families Fly Free membership is going up very soon! Join now at the lowest price you will ever see membership again and get all the value I added in 2025, including a brand new app so help is just a tap away, at the current price. Now's the time to plan your family's 2026 travels and put traveling with your family back at the top of your to-do list. Learn more and join at FamiliesFlyFree.com/Join❓Got questions about how Families Fly Free can help your family travel to more places using miles and points BEFORE the price goes up soon?In this episode, I share a replay of a recent

    Wealth Redefined
    E278: Debunking the Most Common Personal Finance Lies on TikTok

    Wealth Redefined

    Play Episode Listen Later Oct 15, 2025 35:56


    Scroll through TikTok (or YouTube and similar platforms) for five minutes, and you'll find no shortage of confident voices promising to unlock the secrets of wealth building. Some claim you can retire by 30 with one simple trick. Others insist traditional financial advice is a scam designed to keep you poor. Let's examine some of the most popular and prevalent personal finance "tips" on social media that are actually myths or at best, misleading.

    Decide It's Your Turn™: The Podcast
    Stop Playing Small: How to Be Confident Without Being Cocky

    Decide It's Your Turn™: The Podcast

    Play Episode Listen Later Oct 14, 2025 22:09


    In this episode, Christina Lecuyer breaks down the fine line between confidence and cockiness—and why understanding the difference can transform your success. Through honest stories from her own journey, Christina opens up about what true confidence really looks like and how women can learn to advocate for themselves without apology.She dives into the fears many of us carry about being “too much” or “too confident,” and why integrity and self-trust are the ultimate antidotes to insecurity. If you've ever held yourself back because you didn't want to seem arrogant—or struggled to own your worth—this episode will help you step fully into your power with authenticity and grace. 

    Elite Expert Insider
    How to Build Wealth at Any Age with Eric Mangold

    Elite Expert Insider

    Play Episode Listen Later Oct 14, 2025 21:25


    Are you worried it's too late to start building wealth? In this episode, financial expert Eric Mangold shares practical advice for late bloomers and anyone looking to secure their financial future. Learn why it's never too late to start investing, steps you can take no matter your age, and how customized strategies can maximize your wealth. Eric also covers tips for young investors and the importance of tax planning in a strong financial plan. Subscribe for more firsthand financial expertise and actionable advice!

    Grown-Up Stuff: How to Adult
    Life Insurance for Grown-Ups

    Grown-Up Stuff: How to Adult

    Play Episode Listen Later Oct 14, 2025 38:48 Transcription Available


    You’ve heard of life insurance, but do you know what it actually is? And do you really need it? Hosts Lea Palmieri and Matt Stillo are joined by Life Insurance Advisor Dennis Carlson who explains the purpose of life insurance, how you can find the best agent and policy for you, and so much more. You can connect with Dennis on LinkedIn: https://www.linkedin.com/in/denniscarlson/See omnystudio.com/listener for privacy information.

    KFI Featured Segments
    @WakeUpCall – ‘How to Money' with Joel Larsgaard

    KFI Featured Segments

    Play Episode Listen Later Oct 14, 2025 5:52 Transcription Available


    Amy talks with the host of ‘How to Money' Joel Larsgaard about emergency funds, homeowners refinancing, and renting vs selling.

    Where We Live
    'Can you still plan to retire at 65?' And other personal finance questions

    Where We Live

    Play Episode Listen Later Oct 14, 2025 40:58


    Being financially literate is important when navigating tough times and tough markets. Today, we get an update from financial experts and educators from around our state, and hear what you can do to stay financially resilient. Later, when is the best time to start planning for retirement? We hear from one high school teacher who’s passing on the knowledge of financial planning to her students. Got a question about personal finance? GUESTS: Barbara Angelicola-Manzolli: Business Education Teacher at Lewis S. Mills High School in Burlington Christian Sherill: Director of Growth and Advocacy with Next Gen Personal Finance Ben Fuchs: Chief Investment Officer at Fuchs Financial. He’s also the co-host of the new podcast Fuchs Around & Cal Them Out Support the show: http://wnpr.org/donateSee omnystudio.com/listener for privacy information.

    The Personal Finance Podcast
    13 Personal Finance Cheat Codes That Can Change Your Life

    The Personal Finance Podcast

    Play Episode Listen Later Oct 13, 2025 36:50


    Veteran On the Move
    Personal Finance Guide for Young Adults with Jeff Panik

    Veteran On the Move

    Play Episode Listen Later Oct 13, 2025 27:56


    In this episode of Veteran On the Move, host Joe Crane sits down with Army veteran and financial advisor, Jeff Panik, the founder of Balance Wealth Partners. Jeff, who leveraged his military service to pay off college loans and build a 25-year career in finance, shares a unique perspective on the veteran transition and retirement planning. He discusses the crucial need for veterans to secure connections and resources to avoid getting "lost" after service, drawing parallels between the disciplined structure of the military and the financial industry. Jeff opens up about his decision to go independent, explaining how owning his own firm allows him to offer a more holistic and personalized approach to his clients, helping them not just manage money, but find their purpose in retirement. This conversation is a must-listen for any veteran approaching a big life decision or retirement, emphasizing the importance of a specific, customized financial roadmap and having those vital conversations before you hang up your uniform. Episode Resources: Jeffrey Panik Balance Wealth Partners About Our Guest Jeff Panik is the Founder of Balance Wealth Partners and a financial advisor with over 25 years of experience. A U.S. Army veteran and first-generation college graduate, Jeff combines disciplined insight with deep empathy to help pre-retirees navigate the complex landscape of Social Security, Medicare, income planning, and succession strategy. His firm was founded on a simple mission: to help people live well today while preparing wisely for tomorrow. Jeff's approach is rooted in life experience, from paying off student loans through military service to building a career that demystifies money for others. He believes financial advice should be practical, transparent, and deeply human. He is the author of Your Future Is Now, a personal finance guide for young adults, and is set to release his upcoming book for pre-retirees. His work reflects a deep commitment to fostering financial literacy for all generations.   About Our Sponsors Navy Federal Credit Union   Whether you're looking to buy a new or used car or maybe you want to refinance your current car loan, Navy Federal Credit Union has great rates on auto loans and discounts for Active Duty servicemembers and Veterans. You can apply via their mobile app or online and, in most cases, get a decision in seconds. For those of you looking to refinance your current auto loan, you could get $200 cash back when you refi your loan from another lender. Find out more at navyfederal.org/auto.  At Navy Federal, our members are the mission.      Join the conversation on Facebook! Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship.   Want to be our next guest? Send us an email at interview@veteranonthemove.com.  Did you love this episode? Leave us a 5-star rating and review!  Download Joe Crane's Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470. Veteran On the Move podcast has published 500 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane. The podcast features people, programs, and resources to assist veterans in their transition to entrepreneurship.  As a result, Veteran On the Move has over 7,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.

    Average Joe Finances
    316. The Power of Passion and Persistence with Dan Daly

    Average Joe Finances

    Play Episode Listen Later Oct 12, 2025 44:41


    Send us a textJoin us on Average Joe Finances as our guest Dan Daly, who shares his remarkable journey from a janitorial union job to becoming a successful automotive dealership manager and later a real estate investor focusing on European markets. Dan talks about how he identified opportunities in the competitive real estate market by focusing on popular tourist destinations in Europe, particularly in Portugal, and leveraging lower interest rates. He also discusses launching a $50 million private equity fund aimed at providing investors with the opportunity to gain permanent residence in Portugal through the Golden Visa program.In this episode:Learn how strategic career pivots can open doors to high-potential opportunities in international real estate.Discover why Portugal's Golden Visa program offers a powerful gateway to European residency and investment growth.Understand how patience, strong networks, and gut instincts can shape smarter investment decisions.Grasp the value of taking early action in emerging markets to build long-term wealth and stability.And so much more!Key Moments:00:55 Guest Introduction: Dan Daly's Background01:42 From Blue Collar Beginnings to Automotive Success04:39 Transition to Real Estate and European Investments10:12 Navigating the European Real Estate Market19:42 Golden Visa and Future Plans24:26 Finding Passion in Real Estate24:59 Building a Strong Network25:24 Golden Visa Fund Insights26:26 Lessons from the Automotive Industry27:51 Making Smart Decisions30:08 Final Round: Personal Reflections33:34 Tips for Newcomers37:11 Favorite Resources and Final ThoughtsFind Dan DalyWebsite: https://aimhighnow.com/LinkedIn: https://www.linkedin.com/in/daniel-daly1/Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comShow Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show

    The A Game Podcast: Real Estate Investing For Entrepreneurs
    Building Financial Freedom On 15 Hours A Week | Justin Donald

    The A Game Podcast: Real Estate Investing For Entrepreneurs

    Play Episode Listen Later Oct 6, 2025 52:30 Transcription Available


    Join Nick Lamagna on The A Game Podcast with his guest Justin Donald, who Entrepreneur Magazine has named the Warren buffet of lifestyle investing.  He is an entrepreneur, investor, educator, #1 best-selling author and podcast host featured on all the major publications and platforms including USA today, Forbes and the Wall Street Journal. He started out cutting his teeth in sales through the knife company Cutco (No pun intended) it opened his eyes to the world of entrepreneurship coming from a blue-collar family where he out earned his parents' salary in a summer and things took off from there.  He officially retired for his first time at age 37 and realized sitting back sipping Mai Tai's was not in his DNA and went back to grind mode bigger and better than ever.  He has a wide array of experience in multiple asset classes including mobile home parks, private equity, self-storage, industrial and so many others.   He used these to build generational wealth on buying assets not, jobs that he has found through the relationships he has made with people he can share business and life with. He is now known worldwide through "The Lifestyle Investor" brand, Book, Podcast and Mastermind teaching us all how to take back your life and live on your terms mirroring his incredible achievement of running an 8-figure business on 15 hours a week!  He is a man of family, a man of faith and a wine connoisseur! Check the show links for a special gift from Justin for YOU! Topics for this episode include: ✅ Where should you begin your investor journey? ✅ How the average person can become financially free sooner ✅ How to protect personal relationships if a business deal goes wrong ✅ How to invest like the wealthiest investors ✅ How investors can avoid bad deals and losing money + More! See the show notes to connect with all things Justin!   Connect with Justin: Justin Donald on Facebook Justin Donald on Instagram Justin Donald on Threads Justin Donald On LinkedIn Justin Donald on Youtube Justin Donald on Twitter   Free Bonuses For Listeners: Free Wealth Course for The A Game Podcast Listeners! Free Strategy Session     Connect with The Lifestyle Investor: lifestyleinvestor.com --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers