Podcasts about Personal finance

Welcome to episode #190 of the Debt Free Dad Podcast. Today I am excited to welcome Hilary Morse to the podcast. Hilary joined Roots in early June of 2023, and in just the last 90 days, she has made some incredible progress, saving and paying off nearly $8,000 in just the last 90 days. Hilary is here to share her journey early on and what changes she's made to get these results.What You'll LearnDiscover what made the biggest difference to help her save and pay off over $8,000 in just 90 days.Hear how she went from stressed, to feeling very hopeful and confident in her finances.Listen as Hilary shares her biggest takeaways, and what advice she would give to anyone who felt like her before she started.Resources MentionedBrad's Totally Awesome Debt Freedom PlannerFor more help, and a step-by-step process to get started, enroll in Brad's FREE online course, LIFE WITHOUT PAYMENTS.Free Tools and Downloads at www.therealdebtfreedad.comConnect With BradWebsite - https://www.therealdebtfreedad.comFacebook - https://www.facebook.com/therealdebtfreedad/Private Facebook Group - http://www.facebook.com/lifewithoutpaymentsInstagram - https://www.instagram.com/brad_nelson_debt_free_dad/TikTok - https://www.tiktok.com/@debt_free_dadYouTube - https://www.youtube.com/channel/UCtbAadBrWLL81CZbA6sI5pgThanks For ListeningLike what you hear? Please, subscribe on the platform you listen to most: Apple Podcasts, iHeartRadio, Spotify, Tune-In, Stitcher, Google Podcasts, YouTube.We LOVE feedback, and also helps us grow our podcast! Please leave us an honest review in Apple Podcasts, we read every single one.Is there someone that you think would benefit from the Debt Free Dad podcast? Please, share this episode with them on your favorite social network!Support the show

I am currently contributing most of my 401(k) elections as Roth. My financial advisor told me to stop doing this and make all my contributions pre-tax. Is he correct?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How do you create wealth using the velocity of money? In this episode of the 5 Talents Podcast, Abel welcomes Curtis May. Curtis is the principal of Practical Wealth Advisors LLC., He helps families and business owners learn to plan wisely for the future and to achieve financial independence. He discusses personal finance principles such as saving, investing, and minimizing losses. He shares his own story of growing up in a self-employed family and learning money management from his father.Tune in now as Curtis dives into understanding wealth transfer processes, the accumulation theory, assets versus liabilities, and reading financial statements to build wealth![00:00 - 02:54] Unpacking Personal Finance PrinciplesIntroducing Curtis to the show!Curtis is the principal of Practical Wealth Advisors, LLC.Most people don't have a money problem, they have a philosophical problem  [02:55 - 10:22] From Self-Employed Family To Business MajorWhat are the four things that you can do with money?Focus on cash flow and understanding the tax codeAlign your interests with those of the governmentPersonal development is key to increasing income[10:23 - 32:31] Understanding The Principles of Velocity, Cashflow Leverage, and Balance Sheet NeutralityMaximum protection: Disability, Life Insurance, Umbrella Coverage, Entities, and WillsWhat is the concept of “Velocity of Money”?Numbers tell a story, but you must look at them to understand itInvest in real estate for capital gains and use accelerated depreciation to reduce tax liability[32:32 - 42:06] Closing SegmentCurtis shares his understanding of wealth transfer processes and reading financial statements to build wealth!  See the links below to connect with Curtis!Quotes:“The ideal financial plan is it has to work no matter what... You want to transfer the wealth to your family and charities and the plan must work under all circumstances.” - Curtis May“All successful people operate by principles because if you don't have principles, every time you come across a new thing, it's like seeing it for the first time. So, what are your money rules that you won't violate?” - Curtis MayConnect with Curtis through his Website & LinkedIn!Connect with me:www.5talents.capitalLinkedInInstagramWatch 5T CRE on YouTubeLeave us a review and receive your free ebookEmail us --> abel@5tcre.com 5 TALENTS CAPITAL | ABEL PACHECOIf you are ready to start your investment journey with 5 Talents Capital, here are the next steps you should take:View our informational video and case study at https://5talents.capital/grow-your-wealth/After viewing the video follow the prompts which will lead you to a scheduling link to meet one on one with Abel Pacheco. Register for our investor portal here investor portal once registered you will be able to review some of our past deals and you will receive alerts for upcoming investment opportunities.Support the show

What should Martin do about his outrageously fee-heavy 403(b) plan? Should EF hedge his pre-tax non-qualified 415 excess plan? What should Max do with his old TIAA plan, and what are the pros and cons of a cash balance defined benefit plan for self-employed people like Brent Money? Plus, Mike needs Joe and Big Al's spitball on the highly compensated employee rule and excess 401(k) contributions, and the fellas explain how employee stock purchase plans are taxed for Big Cheese Bob the Tomato.  Timestamps: 00:55 - What to Do About My Outrageous Fee-Heavy 403(b)? (Martin, Miami, FL) 05:56 - Should I Hedge My Pre-Tax Non-Qualified 415 Excess Plan? (EF, Kansas) 14:25 - What to Do With My Old TIAA Retirement Plan? (Max, Seattle) 24:29 - Highly Compensated Employee Rule and Excess 401(k) Contributions (Mike, Castleton, NY) 29:16 - How Are Employee Stock Purchase Plans (ESPP) Taxed? (Big Cheese/Bob the Tomato) 32:26 - Cash Balance Plans Pros and Cons for Self-Employed (Brent Money, Bennington, NE) 40:52 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-449  Investing Basics Guide - free download Financial Boot Camp: Investing Basics - new from YMYW TV Episode Transcript Ask Joe & Big Al On Air for your Retirement Spitball Analysis

Kyle Grieve chats with Dede Eyesan about the importance of diversifying geographical investment knowledge for discovering new opportunities and achieving multibagger returns, while also highlighting the role of margin expansion in micro and nanocap stocks. Dede further explores strategies for identifying multibaggers in turnaround and cyclical sectors, underscores the value of understanding the Indian markets, revealing the untapped potential of seemingly mundane multibagger stocks, and much, much more!Dede Eyesan is the Chief Investment Officer of Jenga Investment Partners (IP). Jenga IP is a fund specializing in allocating capital to public and private companies in any country in the entire world. They own businesses in countries such as Poland, China, Mexico, U.S., Australia, Sweden, Kazakhstan, and France.IN THIS EPISODE, YOU'LL LEARN:00:0 - Intro.06:19 - Why searching for margin expansion is integral in finding multibaggers.12:06 - The importance of expanding your geographical circle of competence.35:55 - The magical effects of micro and nanocaps on 10-baggers.49:24 - How to find multibaggers in turnarounds and cyclicals.56:53 - Why Indian markets are worth understanding.60:16 - The prevalence of “boring” multibaggers.*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESJenga Investment Partners Global Outperformers.Alta Fox Capital The Makings Of A Multibagger.Chris Mayer's 100-Baggers.Thomas Phelps 100-To-1 In The Stock Market.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Learn how Principal Financial can help you find the right benefits and retirement plan for your team today.Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite's popular KPI Checklist, designed to give you consistently excellent performance for free.Invest in the same paintings available to billionaires, at a more accessible price point with Masterworks.Be confident that you'll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.Shape and flex your home loans how you want with Athena. Join the thousands of Aussies taking control of their mortgage today.Your home might be worth more than you think. Earn extra money today with Airbnb.Learn from the world's best minds - anytime, anywhere, and at your own pace with Masterclass. Get 15% off an annual membership today.Support our free podcast by supporting our sponsors.Connect with Kyle: Twitter | WebsiteConnect with Dede: LinkedIn | Website | TwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In today's episode, I go over 8 simple steps to creating an effective and lasting budget for your family. 2 in 3 households don't keep a budget! If you're part of this statistic, this episode is FOR YOU! I go over how to celebrate your financial wins, what categories you may want to include in your budget, what easy budgeting tools to use, and more! FINTECH SPOTLIGHT SEGMENT:  Marty Evans from our sponsor, Ethos, joins the podcast to discuss why parents should have life insurance, how much life insurance you really need, the “DIME method” and more. RESOURCES: Sponsors + Partners + Deals Get a Life Insurance Quote From Ethos (Sponsor) Budgeting apps for families How Term Life Insurance Changed Our Lives After An Unexpected Death OTHER EPISODES YOU MIGHT LIKE: How to Create a Money Date with Your Spouse Debt Snowball vs. Debt Avalanche: Which is Right For You? How to Start Investing Today in 10 Simple Steps MKM RESOURCES: Make My Kid a Millionaire Course: Want to make your kid a millionaire? Learn more about my course! MKM Coaching: Want 1-on-1 support with your family finance journey? Book a time with me today. YouTube: Subscribe for free to watch videos of these episodes and interviews. Instagram: Follow our IG channel. Voicemail: Leave your question or comments here. Merch Store: Check out our t-shirts, hoodies, and coffee mugs! SHOW INFORMATION:  Marriage Kids and Money is dedicated to helping young families build wealth and happiness. This award-winning platform helps couples and parents achieve financial independence and discover the true meaning of wealth.  To achieve these big goals, we answer questions and interview experts who uncover smart net worth building habits and tools that can help everyone find their own version of financial independence. Learn more at https://www.marriagekidsandmoney.com  HOST BIO:  Andy Hill is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping young families build wealth and happiness.  Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger's Personal Finance and NBC News. With millions of downloads and views, Andy's message of family financial empowerment has resonated with listeners, readers and viewers across the world.    When he's not "talking money", Andy enjoys being a soccer Dad, singing karaoke with his wife and watching Marvel movies. DISCLAIMER: This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS: Podcast Artwork: Liz Theresa Editor: Podcast Doctors Podcast Support: Weir Digital Marketing Learn more about your ad choices. Visit megaphone.fm/adchoices

We're kicking off the week by answering your listener questions! And if you have a question that you'd like for us to answer on the show, we'd love for you to submit your own via HowToMoney.com/ask , send us your voice memo. Regardless of how random or bizarre you might think it is, we want to hear it!   1 - Should I exit a managed retirement account even though I have seven figures in there? 2 - Is there any benefit to paying off a mortgage earlier in the life of the loan as opposed to later? 3 - What should I keep in mind as the new owner of the house next to me is planning to rent it out? 4 - How should I approach a gun hobby spending disagreement with my spouse? 5 - International roaming with the low cost cellular providers- Mint Mobile or someone else?   Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances: Knowing your ‘money gear' is a crucial part of your personal finance journey. Start here.  Sign up for the weekly HTM newsletter. It's fun, free, & practical. Join a thriving community of fellow money in the HTM Facebook group. Find the best credit card for you with our new credit card tool! Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile.   During this episode we enjoyed an Icelandic Arctic Lager by Einstok Olgerd! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you're not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!   Best friends out!See omnystudio.com/listener for privacy information.

Are you frustrated with the traditional real estate investment route, spending countless hours dealing with property management and tenant issues but not achieving the desired results? It's time to break free from this ineffective approach and explore note investing as a new path to financial freedom.Join us on Average Joe Finances as our guest Fred Moskowitz reveals the ultimate solution to attaining the desired outcome of financial freedom through note investing. Get ready to learn the strategies and gain the knowledge needed to pave your way toward a life of financial security and independence.In this episode:Discover how to transition from a successful career to mortgage note investing and unlock the path to financial freedom.Learn about the benefits of note investing as a lender, including cash flow predictability and scalability, and how it can help you achieve your financial goals.Explore both active and passive ways to get involved in note investing and find the strategy that suits your lifestyle and investment objectives.Understand the key differences between mortgage note and stock market returns, and discover how note investing can potentially offer higher returns and greater control over your investments.And so much more!Key Moments:00:00:46 - Fred Moskowitz's Background00:03:15 - Introduction to Mortgage Note Investing00:05:53 - Why Fred Chose Mortgage Note Investing00:09:23 - Active vs. Passive Note Investing00:18:01 - Utilizing Retirement Funds for Note Investing00:21:07 - Trends in Mortgage Notes00:25:42 - Buying Notes at a Discount00:26:19 - Starting with a Fund or Individual Notes00:27:48 - Importance of Using a CRMFind Fred Moskowitz on:Website: www.fredmoskowitz.comFacebook: www.facebook.com/thefredmoskowitzInstagram: www.instagram.com/thefredmoskowitzAverage 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

On this episode, I share how I structure my client and guest meetings. If you've never worked with an advisor before, this might alleviate some hesitation due to wondering what actually takes place in a meeting.

We've got a real treat for you this time! Join us as we dig into some deep themes revolving around personal growth and success with the renowned Bob Wheeler, the brilliant mind behind the finances of the world famous comedy store. Our conversation with Bob will give you a fresh perspective on money and success, taking cues from his own life experiences. We engage in a heartfelt discussion about the power of positivity and the importance of using others' successes as a motivational tool.Does fear or old family expectations hold you back? You're not alone. This episode is all about breaking free from limiting beliefs and viewing the trials we face as opportunities to learn and grow. Bob and us delve into the value of vulnerability and the strength derived from support during challenging times. Prepare to challenge your beliefs, embrace risks, and push beyond the norms that you've been adhering to. There's a lot to unpack here about releasing the weight of parents' dreams to truly own your journey.In the latter part of our conversation, Bob guides us on how we can transform our relationships by setting up boundaries and finding gratitude in every situation. We examine the lasting impact of childhood experiences and the importance of knowing when to press pause for self-care. We'll discover that having a strong focus and making intentional choices can indeed make a significant difference in our lives. So, tune in and let Bob's wisdom inspire you to keep progressing on your path.Connect With Bob:Website: https://themoneynerve.comFacebook: https://www.facebook.com/TheMoneyNerve/Instagram: https://www.instagram.com/moneyyoushouldask/Twitter: https://www.twitter.com/moneyushouldaskTikTok: https://www.tiktok.com/@bob.wheelerYouTube: https://www.youtube.com/@MoneyYouShouldAskLinkedIn: https://www.linkedin.com/in/bob-wheeler-88029512Podcast: https://themoneynerve.com/money-you-should-ask-2/Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: walk2wealth.supercast.com 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers. 3. Donate what you can financially to help us continue to bring great content that inspires you, and people like you around the world!4. GET YOUR BEGINNER'S GUIDE TO START YOUR DREAM BUSINESS: HTTPS://WWW.BIT.LY/WALK2WEALTHGIFT

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/In this episode we talk about planning for babies and college funds, because setting our children up for success starts with smart financial decisions is a great goal for many.We discuss the importance of thinking about investments early and starting right away. By making informed investment choices from the beginning, we can create a solid foundation for our children's future. Our aim is to alleviate the stress of student loans and break the cycle of financial burden.I coach on strategies to get money saved, estimate what investment amounts need to be made, and how to calculate approximate costs 10 years from now.Estimating future college prices and investment returns is crucial. I walk through the process of calculating the potential growth of investments over time. By considering factors such as the rate of return and projecting college costs, I help develop a realistic financial plan that aligns with my client's goals.We talk aboutDifferent kinds of investment fundsHow to allocate funds appropriately for smart savingHow to calculate projected costs of collegeWhy it's smart to start thinking of investments earlyFollow me on Instagram: https://www.instagram.com/kristy_runzer/

Robert Leonard chats with Daniel Crosby about behavioral finance, the psychology of money, Daniel's most important money lessons after studying countless investors, common misconceptions about money, and much, much more!IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro02:42 - What behavioral finance is and why behavioral finance has a big impact on one's success as an investor.06:22 - Daniel's most important money lessons and why investors need to get them right.11:03 - Whether money can buy happiness or not.23:44 - Daniel's framework on whether you should pick individual stocks in your portfolio, or just invest in low-cost index funds.29:37 - Why stock picking can be very difficult for individual investors.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESDaniel Crosby's podcast Standard Deviations.Daniel Crosby's book The Laws of Wealth.Daniel Crosby's book Behavioral Investor.Daniel Crosby's book You're Not That Great.Related Episode: Listen to MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Learn how Principal Financial can help you find the right benefits and retirement plan for your team today.Your home might be worth more than you think. Earn extra money today with Airbnb.Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite's popular KPI Checklist, designed to give you consistently excellent performance for free.Shape and flex your home loans how you want with Athena. Join the thousands of Aussies taking control of their mortgage today.Enjoy an all-in-one personal finance app that gives you a comprehensive view of all your accounts, investments, transactions, cash flow, net worth, and more, with Monarch Money. Get an extended thirty-day free trial today.Be confident that you'll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.Invest in the same paintings available to billionaires, at a more accessible price point with Masterworks.Support our free podcast by supporting our sponsors.Connect with Daniel: Website | TwitterConnect with Robert: Website | Twitter | InstagramSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to a wealth of wisdom with our guest, James, a seasoned entrepreneur who pivoted from news production to real estate. He takes us on a riveting journey through the hustle of entrepreneurship, underscoring the significance of decision-making, and the ultimate choice between people and profits. His insights stem from his personal experiences of navigating life's curveballs and turning dreams into reality.James goes on to break down the process of designing a life that aligns with our desires and dreams, and how this requires breaking free from environmental constraints. He emphasizes the power of mindset in shaping our reality, and the influence of our upbringing on our thought processes and emotional responses. He further highlights the value of being a community connector and how it aids in entrepreneurial success, and the importance of building and fostering relationships.As the conversation evolves, we touch on the crucial role of mentors, the red flags to look out for, and leveraging social media to align opportunities with personal goals. The discussion concludes on the note of legacy and the pursuit of wealth. Eager to learn more about the entrepreneurial world and its many facets? Don't forget to subscribe to our newsletter and join us on this journey to wealth!Connect With James:Website: https://jamesdshaw.com/Instagram: https://www.instagram.com/jamesdshawFacebook: https://www.facebook.com/groups/SHIFTDaily/LinkedIn: https://www.linkedin.com/in/jamesdshaw/Support the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: walk2wealth.supercast.com 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers. 3. Donate what you can financially to help us continue to bring great content that inspires you, and people like you around the world!4. GET YOUR BEGINNER'S GUIDE TO START YOUR DREAM BUSINESS: HTTPS://WWW.BIT.LY/WALK2WEALTHGIFT

1. Take My Money Psychology Course: 'The Psychology Of Wealth Accumulation' - (Don't Leave Your SUCCESS To Chance!) - With 75% OFF Using Coupon Code: YOUTUBE - https://bit.ly/45CFR8j2. Take My Finance Course Here To Learn MACRO Economics & Stock Market Investing - https://bit.ly/3qzW4ZB3. Join Our *AMAZING* 'Awake' Tribe Here! - https://bit.ly/3pLyw0O4. UK based? Here Are My 3 UK Property Training Courses: http://bit.ly/3lMnQ5P5. Silver & Gold:

Time for a Friday Flight- our little sampling of the week's financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and helpful stories like: negotiating a FAT raise, student loan payment panic, retailers nervous about declining consumer confidence, holiday hiring, jobs poised for the most growth, elusive medallion status, more mediocre media, inertia bias costing you monthly, drug discounts, & the best affordable new and used cars.   Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances: Knowing your ‘money gear' is a crucial part of your personal finance journey. Start here.  Sign up for the weekly HTM newsletter. It's fun, free, & practical. Join a thriving community of fellow money in the HTM Facebook group. Find the best credit card for you with our new credit card tool! Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile.   And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you're not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money. Have an awesome weekend!   Best friends out!See omnystudio.com/listener for privacy information.

My husband and I are both full-time public school teachers and we are hoping to someday retire on our pensions. But will they be enough?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Guest: Warren Ingram |Co-Founder of Galileo CapitalSee omnystudio.com/listener for privacy information.

Welcome back to another episode of The Millionaire Choice Podcast. Today, we have a special guest, Danielle Hayden, the CEO of Kickstart Accounting, here to share her expertise on mastering your business finances. Danielle is a financial expert who has worked with small business owners to help them take control of their financial futures. Segment 1: Meet Danielle Hayden Introduction to Danielle Hayden. Danielle's background and journey in the world of finance and accounting. Her motivation and passion for helping small business owners succeed financially. Segment 2: The Importance of Financial Literacy The significance of financial literacy for entrepreneurs. Common financial challenges faced by small business owners. How a lack of financial literacy can lead to business failure. Segment 3: Key Financial Metrics for Business Success Danielle discusses essential financial metrics every business owner should know. The role of budgeting and cash flow management in business success. How to identify and track key performance indicators (KPIs) in your business. Segment 4: Overcoming Financial Hurdles Danielle shares success stories of business owners who turned their financial situations around. Practical tips for managing and overcoming financial challenges in business. The importance of seeking professional financial advice. Segment 5: Preparing for Long-Term Financial Success Strategies for building a solid financial foundation for your business. The importance of setting financial goals and milestones. How to plan for retirement and financial security as an entrepreneur. Segment 6: Advice for Aspiring Millionaires Danielle provides advice for individuals aspiring to achieve financial success and become millionaires. The role of determination, discipline, and perseverance in financial achievement. Recommended resources and tools for improving financial literacy. WrapUp: Thank you to Danielle Hayden for joining us and sharing valuable insights on mastering business finances. Encouragement for listeners to take action and improve their financial literacy. Stay tuned for more episodes of The Millionaire Choice Podcast, where we explore the paths to financial success. Subscribe, Rate, and Share! If you enjoyed this episode, please subscribe, rate, and leave a review. For more resources and information on mastering your finances, visit tonybradshaw.com. See omnystudio.com/listener for privacy information.

In this episode of New Focus on Wealth, host Chad Burton provides a market update and discusses the recent pullback in stocks and bonds. He shares the current numbers for the S&P 500 and highlights the comparison between the S&P 500 and the NASDAQ. Chad also mentions an upcoming event on retirement readiness and encourages listeners to sign up. Timestamps: [00:01:23] Market update and performance. [00:04:23] Stock market performance analysis. [00:09:21] Small cap stocks and recovery. [00:14:04] REITs and rising interest rates. [00:16:32] Real estate investment trusts. [00:21:06] Bond rates reinvestment risk. [00:25:00] Laddering Treasury bonds and corporate bonds. [00:30:57] Medicaid and Spousal Impoverishment. [00:32:41] Medicaid planning for nursing homes. [00:36:23] Planning for long-term care. Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

The World's #1 Personal Development Book Podcast! In today's episode we have the pleasure to interview Shawn Patt Author of “Mind Your Own Money"  Shawn, is a Certified Private Wealth Advisor® with nearly 20 years of experience, working at RBC Wealth Management, Morgan Stanley & UBS Financial Services. He is now the CEO of Atala Financial which is Dedicated to providing the education, tools and guidance needed to solve life's enduring financial challenges.  Shawn is also a professor at The Anderson School of Management at UCLA, teaching Personal Finance and he is an advisor to the Student Investment Fund there, helping elite students manage a portion of the UCLA foundation. In this episode, you'll learn about why it's important to budget, why you need to get over your fears of money, and a glimpse into Shawn's book. If you're struggling with finances this is a great place to start! We also talked about why Shawn utilized AI to help him write his book and how he believes it will help more people accomplish their goals.  We hope you enjoy this incredible conversation with Shawn Patt.    To learn more about Shawn visit: www.linkedin.com/in/shawnpatt atalafinancial.com/ Today's episode is sponsored by Audible. Try Audible for free: www.bookthinkers.com/audibletrial. The purpose of this podcast is to connect you, the listener, with new books, new mentors, and new resources that will help you achieve more and live better. Each and every episode will feature one of the world's top authors so that you know each and every time you tune-in, there is something valuable to learn. If you have any recommendations for guests, please DM them to us on Instagram. (www.instagram.com/bookthinkers) If you enjoyed this show, please consider leaving a review. It takes less than 60-seconds of your time, and really makes a difference when I am trying to land new guests. For more BookThinkers content, check out our Instagram or our website. Thank you for your time!

In this episode, we welcome back one of Canada's most trusted and widely read financial experts to discuss the state of Canadian personal finance. Rob Carrick is a columnist for The Globe and Mail, where he has brought his boots-on-the-ground perspective to readers for more than 20 years. He also co-hosts the Stress Test Podcast, where regular Canadians offer real-life perspectives on the biggest stress tests that their personal finances face in the wake of COVID-19. Tuning in, you'll find out which issues are at the forefront of Rob's readers' lives. Next, he shares his perspective on GICs and ETFs and draws a comparison between affordable housing today and the mutual fund market of 20 to 30 years ago. We talk about the lack of comprehensive advice that Canadians are receiving from their planners, the state of affordable housing in the country, and why so many Canadians say they are giving up on home ownership altogether. We also compare housing returns to the stock market and discuss successfully using a reverse mortgage, the non-financial challenges faced by retirees, and more. For a comprehensive overview of the state of personal finance in Canada (and some practical advice for protecting yourself and prospering in a challenging economy), don't miss today's episode!   Key Points From This Episode:   (0:00:19) Introducing today's returning guest, Rob Carrick.  (0:02:38) Issues at the forefront of Rob's readers' lives today.  (0:04:02) His perspective on GICs, ETFs, and simplification.  (0:09:33) Comparing today's EFT Market with the mutual fund market of 20 to 30 years ago.  (0:15:24) The lack of comprehensive advice Canadians are receiving from their planners. (0:20:03) Rob's perspective on affordable housing, as outlined in his Globe and Mail article.  (0:24:52) Why a growing number of adults continue to live with their parents into adulthood.  (0:28:48) Reasons that many Canadians say they are “giving up on home ownership.”  (0:31:44) Housing returns in comparison to the stock market.  (0:35:13) Successfully using a reverse mortgage.  (0:37:28) Some of the non-financial challenges faced by retirees.  (0:41:06) The number of parents supporting their adult children today.  (0:45:03) How adult children are pitching in to support their parents.  0:49:06) Rob's advice for educating the next generation on financial planning.   Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/ Shop Merch — https://shop.rationalreminder.ca/ Join the Community — https://community.rationalreminder.ca/ Follow us on X — https://twitter.com/RationalRemind Follow us on Instagram — @rationalreminder Benjamin on X — https://twitter.com/benjaminwfelix Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on X - https://twitter.com/MarkMcGrathCFP Mark McGrath on LinkedIn - https://www.linkedin.com/in/markmcgrathcfp/ Rob Carrick — http://robcarrick.ca/ Rob Carrick on X — https://twitter.com/rcarrick  Rob Carrick Email — carrick@globeandmail.com Stress Test Podcast — https://www.theglobeandmail.com/stress-test/ Carrick on Money — https://www.theglobeandmail.com/carrick-on-money/ The Globe and Mail — https://www.theglobeandmail.com/ ‘Young adults are giving up on home ownership, and a lot of them are furious about it' — https://www.theglobeandmail.com/investing/personal-finance/article-young-adults-are-giving-up-on-home-ownership-and-a-lot-of-them-are/ How Not to Move Back in With Your Parents – https://www.amazon.com/How-Move-Back-Your-Parents/dp/038567192X Wealthsimple — https://www.wealthsimple.com/ Episode 39 — https://rationalreminder.ca/podcast/39 Episode 172 — https://rationalreminder.ca/podcast/172  

Nick Magiulli, author of the book "Just Keep Buying" and founder of the Of Dollars and Data blog, shares his insights on personal finance, investing, and the future of financial technology. You will hear Nick's advice on building wealth over the long-term, the importance of investing early and often, and his thoughts on the latest trends in personal finance.

The term “hustle” might be synonymous with “entrepreneur” for a lot of folks. And they might be interchangeable because it certainly does take hard work to get your own business off the ground, but it doesn't have to mean giving up everything else that's important to you along the way. Steve Chou is our guest today and he's launched multiple businesses- everything from an eCommerce site, to an online course, to an annual conference, and he wants everyone to consider how they can achieve financial freedom by starting their own businesses… but not the kinds of businesses where growing, scaling, and maximizing revenue is the goal. Instead it's all about discovering a business that works for your goals and your lifestyle, and that's what Steve writes about in his book The Family First Entrepreneur. We discuss coming up with an idea for a business, having priorities other than work, transitioning away from a day job, what holds some folks back from getting started, and plenty more!   Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances: Knowing your ‘money gear' is a crucial part of your personal finance journey. Start here.  Sign up for the weekly HTM newsletter. It's fun, free, & practical. Join a thriving community of fellow money in the HTM Facebook group. Find the best credit card for you with our new credit card tool! Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile.   During this episode we enjoyed an Ubu Ale by Lake Placid Brewery- a big thanks to the RAD Coaches, Rebecca & Dylan! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you're not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!   Best friends out!See omnystudio.com/listener for privacy information.

Who benefits most from the most recent Federal Reserve interest rate decision? We discuss winners and losers regarding the latest interest rate news on this week's episode.

How does the act of saving money impact your financial well-being, and why is it often underestimated or overlooked? In this episode, we will discuss Chapter 10 of The Psychology of Money by Morgan Housel, titled "Save Money." We dissect the influence your savings have on wealth-building—an aspect even more crucial than your income or investment returns.  You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/64           

Ever wondered how an immigrant who wasn't a natural entrepreneur made it big in business? Meet Shang Savedra, a multimillionaire who owes her financial success to extreme frugality and pregality. Together, we unpack her unique journey, from growing up as an only child to Chinese parents who lived through the Cultural Revolution, to harnessing her math skills and tenacity to become a successful entrepreneur.Discover how Shang and I navigated the stormy seas of entrepreneurship, where rejection and financial hurdles are often par for the course. Listen to our candid discussion on the importance of embracing failure, drawing inspiration from Thomas Edison's journey. We also delve into the struggle with imposter syndrome and the importance of professional growth, and finding joy in what you do.But it's more than just about overcoming challenges and building wealth. Shang and I also explore the legacy we want to leave behind and how changing lives through money is a part of that. Join us for an enlightening discussion that will inspire you, whether you're just starting your own financial journey or are well on your way. Don't miss this compelling episode packed with insights, advice, and the hard truths of entrepreneurship.Connect With Shang:Website: https://savemycents.com/Instagram: https://www.instagram.com/savemycentsLinktree: https://linktr.ee/savemycentsSupport the showHOW TO SUPPORT THE WALK 2 WEALTH PODCAST: walk2wealth.supercast.com 1. Subscribe, Rate, & Review us on Apple Podcasts, Spotify, YouTube, or your favorite podcast platform. 2. Share Episodes with your family, friends, and co-workers. 3. Donate what you can financially to help us continue to bring great content that inspires you, and people like you around the world!4. GET YOUR BEGINNER'S GUIDE TO START YOUR DREAM BUSINESS: HTTPS://WWW.BIT.LY/WALK2WEALTHGIFT

Personal Finance is the best way to improve your personal wealth while you are sending emails to the Commander about the latest good idea. In today's episode, we learn the Principles of personal finance with a talk with Curtis May a 35-year financial planning professional. He is passionate about helping his clients save money and live the very best life they can right now. The focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world. Let's get into the fight with Curtis.

Discover how much you need in emergency savings.  Are you investing well for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest, makes a huge difference to your financial future and lifestyle. If you only knew where to invest for the long-term, what a difference it would make, because the difference between investing $100k and earning 2% or 10% on your money over 30 years, is the difference between it growing to $181,136 or $1,744,940, an increase of over $1.5 million dollars. Your compounding rate, and how well you invest, matters!  INTERESTED IN THE BE WEALTHY & SMART VIP EXPERIENCE? -Asset allocation model with stock and crypto ticker symbols and percentages to invest -Monthly VIP investing webinars with Linda -Private VIP Facebook group with daily interaction with Linda -Weekly VIP stock market & crypto update emails -Lifetime access with no additional cost -US and foreign investors, no minimum $ amount required Extending the special offer, enjoy a 50% savings on the VIP Experience by using promo code "SAVE50" at checkout. Pay once and enjoy lifetime access without any additional cost. Click here to enter code and save 50%. Or have a complimentary consultation with Linda to answer your questions by requesting a free appointment to talk with Linda. WANT TO BUY STOCK PRE-IPO? #Ad For Accredited Investors, sign up to receive a $500 credit toward your next investment from Linqto, click here: https://www.linqto.com/signup?r=e9tdhbl49v  Need to find out how to get Accredited? Listen to my podcast:  https://www.lindapjones.com/how-to-become-an-accredited-investor/ PLEASE REVIEW THE PODCAST ON ITUNES If you enjoyed this episode, please subscribe and leave a review. I love hearing from you! I so appreciate it! SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes PLEASE LEAVE A BOOK REVIEW FOR THE CRYPTO INVESTING BOOK Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus PLEASE LEAVE A BOOK REVIEW FOR THE WEALTH HEIRESS BOOK Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) WANT MORE FROM LINDA? Check out her program: https://www.lindapjones.com/why-join-the-vip-experience/ Get inspiration from Linda on Instagram: https://www.instagram.com/LindaPJones/ Follow her on Twitter: https://twitter.com/LindaPJones WEALTH MENTORING LIBRARY OF PODCASTS Listen to the full Wealth Mentoring Library of podcasts from the beginning. Use the search bar in the upper right corner of the page to search topics: https://www.lindapjones.com/podcasts/ Be Wealthy & Smart, is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor™. Learn simple steps that make a big difference to your financial freedom.  (Some links are affiliate links. There is no additional cost to you.)

Welcome to episode #189 of the Debt Free Dad Podcast. We all know that food prices have been on the rise, although this past year they have slowed down a bit from the previous year. But groceries are BIG expenses in our budgets. Today we are sharing some ideas, tips, and reminders to help you save money and reduce your grocery bill.What You'll LearnWith food prices on the rise, hear the latest tips that help us stick to our budget.This one change can make a huge difference in how much you spend. (Most people miss this!)Having trouble sticking to your list and your budget? Use this one tool that will keep your grocery spending under control!Resources MentionedBrad's Totally Awesome Debt Freedom PlannerFor more help, and a step-by-step process to get started, enroll in Brad's FREE online course, LIFE WITHOUT PAYMENTS.Free Tools and Downloads at www.therealdebtfreedad.comConnect With BradWebsite - https://www.therealdebtfreedad.comFacebook - https://www.facebook.com/therealdebtfreedad/Private Facebook Group - http://www.facebook.com/lifewithoutpaymentsInstagram - https://www.instagram.com/brad_nelson_debt_free_dad/TikTok - https://www.tiktok.com/@debt_free_dadYouTube - https://www.youtube.com/channel/UCtbAadBrWLL81CZbA6sI5pgThanks For ListeningLike what you hear? Please, subscribe on the platform you listen to most: Apple Podcasts, iHeartRadio, Spotify, Tune-In, Stitcher, Google Podcasts, YouTube.We LOVE feedback, and also helps us grow our podcast! Please leave us an honest review in Apple Podcasts, we read every single one.Is there someone that you think would benefit from the Debt Free Dad podcast? Please, share this episode with them on your favorite social network!Support the show

Check out my resources!Click Here To Join The Financially Bulletproof Investing Course! Click Here To Download my Free Financially Bulletproof Checklist---In this captivating episode of the BetterWallet podcast, I sit down with the brilliant Andre Haynes to explore the keys to financial freedom. We dive deep into financial strategies, investing, and mindset shifts that can help you achieve your financial goals. Tune in to gain valuable insights and take your financial journey to the next level.Timestamps:[00:00] Intro[01:05] Andre Haynes[03:56] From projects to real estate educator[11:35] Getting tough skin[14:48] Being real with yourself[18:00] Pros of NACA[21:32] Home buying process[23:15] Qualify for NACA[26:45] Cons of NACA[34:10] Limitations on selling?[34:50] Closing--- Connect with Me! Instagram: @BetterWallet TikTok: @BetterWallet Twitter: @TheBetterWallet YouTube: @BetterWallet

Equity Unpacked®is an original podcast from Charles Schwab. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab. Brokerage Products: Not FDIC-Insured • No Bank Guarantee • May Lose ValueThis profile is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents.©2023 Charles Schwab & Co., Inc. All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0923-3D67)

Steve Forbes details the recent provocative actions and aggressions demonstrated by China that, should the U.S. not be careful, could lead to a catastrophic war.Steve Forbes shares his What's Ahead Spotlights each Tuesday, Thursday and Friday.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing strategy based on finding high and sustainable ROE businesses, why small-caps are inefficiently priced, the future of Constellation Software, the importance of focusing on fundamentals over share price, and much, much more!IN THIS EPISODE, YOU'LL LEARN:00:0 - Intro05:26 - About their outlook for Constellation Software, a business they've held since it IPO'd.25:10 - How to utilize ROE in your investment process to make high return investments.34:48 - Why Canadian small-caps have unique advantages to the US.52:15 - Why small-caps offer less competition from institutional investors.52:23 - Why opportunities in small-caps are so enticing.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESPaul's Small Cap Discoveries.What Works On Wall Street by James O'Shaughnessy.How To Make Money In Stocks by William O'Neil.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Learn how Principal Financial can help you find the right benefits and retirement plan for your team today.Your home might be worth more than you think. Earn extra money today with Airbnb.Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite's popular KPI Checklist, designed to give you consistently excellent performance for free.Shape and flex your home loans how you want with Athena. Join the thousands of Aussies taking control of their mortgage today.Enjoy an all-in-one personal finance app that gives you a comprehensive view of all your accounts, investments, transactions, cash flow, net worth, and more, with Monarch Money. Get an extended thirty-day free trial today.Be confident that you'll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.Invest in the same paintings available to billionaires, at a more accessible price point with Masterworks.Support our free podcast by supporting our sponsors.Connect with Kyle: Twitter | WebsiteConnect with Jason: LinkedIn | WebsiteConnect with Jesse: LinkedIn | WebsiteSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

1. Take My Money Psychology Course: 'The Psychology Of Wealth Accumulation' - (Don't Leave Your SUCCESS To Chance!) - With 75% OFF Using Coupon Code: YOUTUBE - https://bit.ly/45CFR8j2. Take My Finance Course Here To Learn MACRO Economics & Stock Market Investing - https://bit.ly/3qzW4ZB3. Join Our *AMAZING* 'Awake' Tribe Here! - https://bit.ly/3pLyw0O4. UK based? Here Are My 3 UK Property Training Courses: http://bit.ly/3lMnQ5P5. Silver & Gold:

With a mix of real estate, employee stock and inheritance issues on the table, I was hoping to get a review of our financial situation. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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