Podcasts about plutus awards

Financially Independent Teachers

Play Episode Listen Later May 8, 2024 37:16 Transcription Available

Editor's Note: This episode initially aired on July 20, 2022. It may contain some details that are out of date. According to one recent survey, only 4% of Americans have $1 million or more in retirement savings, which means 96% of us don't. Of course, depending on your situation, a million bucks may be overkill: Many people could fund their retirement years for a lot less. Still, it's a nice, round number, and one worth shooting for. Obviously, however, that's a lot of money. Is it even possible to get there? In a word, yes. And that's what we're going to talk about today: building a million-dollar nest egg, and just as important, how to figure out how much you're actually going to need. As usual, co-hosts Stacy Johnson and Miranda Marquit are joined by producer Aaron Freeman. This week's special guest is Roger Whitney, the Retirement Answer Man. Remember, even though we sometimes talk about specific investments on this show, don't take them as recommendations because they're not. Before investing in anything, do your own research, and make your own decisions. You can download the episode wherever you get your podcasts: Listen on Apple Podcasts Listen on Google Podcasts Listen on Spotify Don't forget to check out our podcast page for more episodes designed to help you make the most of your money and our YouTube page for more videos. https://youtu.be/US5Vk5nThuI Is $1 million enough to retire on? It sounds like a lot of money, but is $1 million enough to retire on? What you really need to do is figure out how big your nest egg should be and go from there. Whether $1 million is enough depends on your own situation. Check out how long $1 million will last during retirement. Read our article on the retirement numbers you should know as you plan your golden years. Where does your retirement income come from, anyway? Check out our overview of where most retirees get their money. Find out where you fit in when it comes to your retirement savings, based on your age. Our guest has a great podcast episode on investment returns and inflation during retirement. Tips for building a $1 million nest egg Ready to build your wealth? We talk about ways you can get your nest egg to that elusive $1 million mark. We have an article on how to retire with at least $1 million in the bank. Before you assume the 4% rule is still good, check out our article on rethinking this popular retirement planning strategy. Don't let taxes drain your retirement. Read our retirement tax tips to help you keep more of your money. We've got some strategies that can boost your retirement savings by $1.7 million. Before you quit your job, read our article about how to protect your nest egg after you call it quits. Make the most of your retirement with our 65 tips for a healthy, wealthy and happy retirement. Meet this week's guest, Roger Whitney Roger has been a financial advisor for more than 25 years and is the host of the award-winning Retirement Answer Man podcast. He is on a mission to change the way the world thinks about retirement, one little conversation at a time. Roger established Rock Retirement Club in 2018 to help foster a safe online space for soon-to be retirees to learn, plan, and interact with other like-minded folks on the path to retirement. As if that's not enough to keep him busy, he is the author of "Rock Retirement: A Simple Guide to Help You Take Control and Be More Optimistic About the Future," a Forbes online contributor, creator of the Agile Financial Planning process, and past instructor of the Retirement Planning & Employee Benefits CFP certificate program at the University of Texas at Arlington and of Wealth Management at Texas Christian University. Investopedia has named him to the Top 100 Most Influential Advisors 2017-2021, and he has brought home Plutus Awards for Best Financial Planner Blog (2019) and Best Retirement Blog (2015 and 2017). Website Twitter Facebook YouTube LinkedIn Don't listen to podcasts? A podcast is basically a radio show you can listen to anywhere and anytime, either by downloading it to your smartphone, or by listening online. They're awesome for learning stuff and being entertained when you're in the car, doing chores, jogging or riding your bicycle. You can listen to our latest podcasts here or download them to your phone from any number of places, including Apple, Spotify, RadioPublic, Stitcher and RSS. If you haven't listened to our podcast yet, give it a try, then subscribe. You'll be glad you did! About the hosts Stacy Johnson founded Money Talks News in 1991. He's a CPA, and has also earned licenses in stocks, commodities, options principal, mutual funds, life insurance, securities supervisor and real estate. Miranda Marquit, MBA, is a financial expert, writer and speaker. She's been covering personal finance and investing topics for almost 20 years. When not writing and podcasting, she enjoys travel, reading and the outdoors.Become a member: https://www.moneytalksnews.com/members/See omnystudio.com/listener for privacy information.

Effective Retirement Income Strategies: Securing Your Financial Future

Inspired Money

Play Episode Listen Later Apr 29, 2024 55:14

In this episode of the Inspired Money Live Stream Podcast, we explore essential strategies for securing a financially stable retirement. Joined by experts Wade Pfau, Colleen Jaconetti, David Blanchett, and Emily Guy Birken, we navigate a multifaceted approach to retirement income planning. This discussion spans from investment strategies to managing healthcare costs and the role of real estate in retirement portfolios. Navigating Retirement Planning Retirement is a significant phase of life that requires careful planning and strategy. This episode, "Effective Retirement Income Strategies: Securing Your Financial Future," covers comprehensive strategies needed to ensure financial security. Our distinguished guests provide insights and expertise, offering a robust framework for retirement planning.

160-Sean Mullaney-FI TAX Guy Discusses Inheritance and Taxes!

Play Episode Listen Later Apr 14, 2024 58:47

Sean Mullaney is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. Through Mullaney Financial & Tax, Sean provides advice-only financial planning for a flat fee. Sean writes the Plutus Award winning blog FITaxGuy.com on the intersection of tax and financial independence. He also has a personal finance YouTube channel and wrote Solo 401(k): The Solopreneur's Retirement Account. Sean has discussed personal finance and tax on numerous podcasts, including ChooseFI, The Stacking Benjamins Show, How to Money, and BiggerPockets Money. He has been quoted in media outlets including The Wall Street Journal, The New York Times, and MarketWatch.Sean entered financial planning as a career changer. In his previous career he worked for Deloitte & Touche and PwC, including over 6 years in PwC's Washington National Tax Services practice. Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of Measure Twice Planners and the American Institute of Certified Public Accountants. For more on Sean's professional background, please visit his LinkedIn profile here.Sean and his wife Catherine live in Woodland Hills, California. Outside of professional pursuits, he enjoys spending time with his wife, travel, the comedy of Larry David and Jerry Seinfeld, and New York Jets football. https://fitaxguy.com/The discussion is intended to be for general educational purposes and is not tax, legal, or investment advice for any individual. Dave and the Financially Independent Teachers podcast do not endorse Sean Mullaney, Mullaney Financial & Tax, Inc. and their services. Be a guest on the show:https://www.financiallyindependentteachers.com/contact-8Check out our website:https://www.financiallyindependentteachers.com/Sign up for FIT coaching:https://www.financiallyindependentteachers.com/services-4Inspiring ComputingThe Inspiring Computing podcast is where computing meets the real world. This podcast...Listen on: Apple Podcasts Spotify

Joe Saul-Sehy with Wealth Wisdom Unleashed and Finance Unstacked

The Visible Voices

Play Episode Listen Later Mar 21, 2024 42:48

In todays episode I speak with Jo Saul-Sehy creator and co-host of the Stacking Benjamins podcast and co-author of the personal finance book Stacked: Your Super-Serious Guide To Modern Money Management. The Stacking Benjamins Show was called the “Best Personal Finance Podcast” by Kiplinger. Lifehacker listed the show as one of the top 10 of 2021. Joe and the SB team have won five Plutus Awards and the Academy of Podcasters “Best Business Podcast” award (beating well-known shows like The Tim Ferriss Show, How I Built This, and Gimlet's StartUp).

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Ep. 25 Why Financial Freedom Is Important For Women: A History Of Oppression + Lessons From Our Ancestors

A Sunny Side Up Life Podcast

Play Episode Listen Later Mar 7, 2024 46:07

Sami is back for season 3 of A Sunny Side Up Life Podcast! In this debut episode, Sami goes over life updates, a brief history of the fight for financial independence for women in America, and actionable steps you can take to have more financial autonomy in your own life, regardless of relationship or socioeconomic status. In this episode, you'll learn more about: Sami life updates including where she's at with her CFP, net worth, home expenses + more The 1700s practice of coverture and how it still affects women today A quick history of women's fight for financial independence, autonomy, and equal rights in the United States Tips on how to be a financially independent woman, regardless of relationship status, the effects of divorce on women, the importance of life insurance + more MENTIONED IN THE EPISODE: Best Egg RESOURCES: 1:1 Coaching With Sami: Apply today Digital Budgeting System: Budget Template SHOW INFORMATION: A Sunny Side Up Life Podcast is a show for women ready to live an abundant life, full of freedom + positivity. Sami Womack, nationally recognized money expert and finance coach guides listeners toward breaking free from survival mode, gaining financial freedom, staying motivated, and focusing on what matters most. HOST BIO: Sami Womack is the founder of A Sunny Side Up Life. Her podcast has been downloaded over 250,000 times, and she has been featured on YNAB, Debt.com, Reader's Digest, and more. Sami was nominated for a Plutus Award in 2023 and spends her professional time changing women's lives through her budget coaching and personal finance education content. When she's not downing caramel coffee or homeschooling her three daughters, she's listening to audiobooks, watching the Astros, or hiking amongst the trees in East Texas. FOLLOW SAMI ONLINE: Instagram Threads Facebook YouTube CREDITS: Podcast Support: Weir Digital Marketing

How to Harness Artificial Intelligence (AI) to Make Money in Stocks

The Note Closers Show Podcast

Play Episode Listen Later Feb 21, 2024 35:02 Transcription Available

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

Mountains To Climb: Overcoming Our Own Challenges With Joe Saul-Sehy

Play Episode Listen Later Feb 14, 2024 38:55

Each of us has our own mountain to climb, but it's the journey, the setbacks, and the community we build along the way that truly defines our success. For today's episode, Scott Carson sits down with the co-host of the #1 finance podcast, Stacking Benjamins, Joe Saul-Sehy. They talk about Joe's journey, the financial mistakes he has had to overcome, what drives him, and how we all have our mountains to climb. From the importance of surrounding yourself with good people to the power of setting clear goals, Joe discusses how these principles have shaped his journey and contributed to his success. Learn about the importance of finding your "who" – the right people and resources to support you on your journey. Tune in now! Want to talk to Scott? Book a call with him HERE.Watch the original episode video HERE!About Joe Saul-Sehy: Joe is the creator and co-host of the Stacking Benjamins podcast and co-author of STACKED: Your Super-Serious Guide To Modern Money Management. Current board member at large of The Plutus Foundation. Former board president and Board Member of Partnership For The Pathway. While Joe's “money expert story” includes being a former financial advisor (16 years) and representing American Express and Ameriprise in the media, his real story is how he was a money disaster in his early life, pulled his financial house into order, and left his business at age 40 to pursue an entirely different path. Joe was the “Money Man” at Detroit television WXYZ-TV, appearing twice weekly. His advice has appeared in Bride, Best Life, and Child magazines, the Los Angeles Times, Chicago Sun-Times, Detroit News and Baltimore Sun newspapers. He's also appeared online in more than 200 different places, including CNBC.com and WSJ.com. The Stacking Benjamins Show was called the “Best Personal Finance Podcast” by Kiplinger. Lifehacker listed the show as one of the top 10 of 2021. Joe and the SB team have won five Plutus Awards and the Academy of Podcasters “Best Business Podcast” award (beating well-known shows like The Tim Ferriss Show, How I Built This, and Gimlet's StartUp). The Stacking Benjamins Show is created in Joe's mom's basement in Texarkana, Texas, where Joe lives with his spouse Cheryl and their cat Cooper.Love the show? Subscribe, rate, review, and share!Here's How »Join the Note Closers Show community today:WeCloseNotes.comThe Note Closers Show FacebookThe Note Closers Show TwitterScott Carson LinkedInThe Note Closers Show YouTubeThe Note Closers Show VimeoThe Note Closers Show InstagramWe Close Notes Pinterest

Ep37: Getting Rich, Getting Sassy — Bitches Get Riches' Secret Sauce

Finding Financial Freedom with The Frugal Physician

Play Episode Listen Later Feb 2, 2024 46:35

Piggy and Kitty from the "Bitches Get Riches" blog and podcast, discuss their origin stories, experiences with personal finance, and the challenges they've overcome. The conversation emphasizes the impact of burnout and stress on financial well-being and the need for individualized solutions. Learn more about Bitches Get Riches: Lauren and Jess, known as Piggy and Kitty, are the dynamic duo behind the popular blog and podcast, "Bitches Get Riches." These two financially savvy feminist killjoys in their 30s have made waves in the world of personal finance with their witty and insightful content. They were even honored with the 11th annual Plutus Award for Personal Finance Blog of the Year. With their unique perspectives, they offer a fresh take on financial topics, empowering their audience to navigate the world of money with humor and wisdom. Their passion for helping others achieve financial well-being shines through in their work, making them a valuable resource for anyone looking to take control of their finances. Looking for something specific? Here you go: 00:00:00 - Introduction and Content Warning 00:01:02 - Guest Introduction: Bitches Get Riches 00:02:09 - Origin Stories of Kitty and Piggy 00:03:19 - Bonding Over Financial Adversity 00:04:07 - Creative Careers and Financial Savvy 00:05:27 - Lauren's Background and Financial Responsibility 00:06:33 - The Value of Money and Student Debt 00:07:41 - The Complexities of Dieting vs. Financial Health 00:08:19 - Stress, Health, and Financial Recovery Costs 00:09:23 - Women's Issues and Imposter Syndrome 00:11:06 - Comparing Dieting and Financial Fitness 00:13:05 - The Impact of Stress on Health and Finances 00:14:18 - The Cost of Recovery from Work 00:15:44 - Personal Rhythms and Financial Independence 00:17:08 - The Connection Between Wellness and Financial Fitness 00:18:06 - The Upcoming Burnout Course 00:19:32 - Recovery and Recreation: Financial Implications 00:20:45 - The Importance of Intentionality in Personal Finance 00:21:35 - The Seven-Day Work Cycle and Recovery Costs 00:22:12 - Making Strategic Choices for Financial and Personal Well-being 00:23:02 - Personal Work Patterns and Retirement 00:24:49 - The Importance of Acknowledging Burnout 00:25:31 - The Upcoming Course on Burnout 00:26:45 - The Role of Community in Personal Finance 00:27:57 - The Slow-Fi Movement and Personal Choices 00:29:26 - The Course's Focus on Burnout and Financial Impact 00:30:41 - The Culture of Martyrdom and Burnout 00:31:43 - The Importance of Addressing Burnout 00:32:49 - The Medical Community and Burnout Studies 00:33:57 - The Need for Honest Conversations About Burnout 00:35:35 - The Vision for a Future Without Stress 00:37:48 - Closing Remarks and Contact Information 00:39:24 - The Generational Trauma of Burnout in Medicine 00:40:57 - The Importance of Self-Reflection on Burnout 00:42:10 - Episode Wrap-Up and Additional Resources This episode is sponsored by PearsonRavitz– helping physicians safeguard their most valuable assets. Also sponsored by Contract Diagnostics - A nationwide physician contract consulting company, not a law firm that specializes 100% in physician contract review. If you enjoyed the show, find and follow Dr. Disha everywhere else: Twitter Website Facebook The Frugal Physicians Facebook Group YouTube ----------- Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

Ep33: Earning, Investing, and Living Fully with Doc G

Finding Financial Freedom with The Frugal Physician

Play Episode Listen Later Jan 5, 2024 40:56

Dr. Jordan Grumet, or Doc G, a physician turned financial independence advocate, shares his journey from internal medicine to hospice care, emphasizing how burnout led him to seek financial independence. He also discussed his award-winning podcast, "The Earn & Invest Podcast," and his book "Taking Stock." The book focuses on using financial independence for a regret-free life, drawing from hospice patients' insights. Doc G encourages saving with purpose, considering life's unpredictability, and preparing for end-of-life scenarios both medically and financially. He also highlights the importance of leaving a lasting legacy beyond just financial wealth. Learn more about Doc G: Doc G, born in 1973 in Evanston, Illinois, has emerged as an influential voice in the intersection of medicine and personal finance. His journey began with a deep-rooted passion for medicine, leading him to Northwestern University where he earned his medical degree. This path initially took him into the world of internal medicine, a field where he excelled and built a successful career. However, facing the common challenge of professional burnout, Doc G embarked on a transformative journey that extended beyond the hospital walls. He found a new calling in hospice palliative care, a specialty that brought him closer to the human aspects of medicine and the profound experiences at the end of life. Parallel to his medical career, Doc G developed a keen interest in financial independence. This pursuit was driven by a desire to balance financial security with a life rich in experiences and purpose. His quest for financial wisdom was not just about wealth accumulation but about finding harmony between fiscal responsibility and a meaningful existence. Doc G's combined expertise in medicine and finance materialized in his acclaimed book, "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life." The book has resonated with a broad audience, offering valuable insights into aligning financial ambitions with life's deeper goals. In addition to his literary contributions, Doc G is the brains behind the "The Earn & Invest" podcast. This award-winning platform showcases his insights on financial independence, earning him recognition including the Plutus Award for Best New Personal Finance Podcast in 2019 and a nomination for Best Personal Finance Podcast in 2020. Doc G's unique blend of medical and financial acumen has made him a prominent figure in the personal finance community. He advocates for a holistic approach to wealth, emphasizing its role as a means to a fulfilling, regret-free life rather than an end in itself. Currently serving as the Associate Medical Director at Journey Care Hospice, Doc G continues to make a profound impact in the medical field. Simultaneously, he guides individuals towards financial literacy and independence, inspiring them to embrace a balanced, purpose-driven life. Looking for something specific? Here you go: [00:00:00] Introduction of Dr. Jordan Grumet [00:01:00] Discussion on "Taking Stock" book [00:02:00] Transition from internal medicine to hospice care [00:03:00] Financial independence journey [00:04:00] Motivation behind choosing medicine [00:05:00] Finding purpose beyond medicine [00:06:00] Balancing personal finance and joy [00:07:00] Insights from hospice patients [00:08:00] Bridging finance and life's purpose [00:09:00] Regrets of hospice patients [00:10:00] Concept of enough in finance [00:11:00] Life planning for end of life scenarios [00:12:00] Exploring different paths to financial independence [00:13:00] Importance of subtracting unwanted aspects of life [00:14:00] The joy of addition in life planning [00:15:00] Balancing spending today vs. saving for tomorrow [00:16:00] Concept of coast fire [00:17:00] The legacy of purpose and joy [00:18:00] Financial planning and legacy documents [00:19:00] Different approaches to financial independence [00:20:00] The art of subtraction in financial strategy [00:21:00] Emphasizing life experiences over financial gain [00:22:00] Financial independence as a tool for purposeful living [00:23:00] Addressing financial planning for end-of-life scenarios [00:24:00] The importance of legacy beyond money [00:25:00] Medical and financial legacy documents [00:26:00] Creating a legacy through purposeful engagement [00:27:00] Balancing saving and spending for a meaningful life [00:28:00] Reflecting on personal financial journey and legacy [00:29:00] Navigating life's financial and emotional complexities [00:30:00] Prioritizing purpose, identity, and connections [00:31:00] The role of finances in life planning [00:32:00] Assessing personal fears and financial goals [00:33:00] Finding balance in financial decisions [00:34:00] Exploring alternative paths to financial independence [00:35:00] Embracing affordable travel and life experiences [00:36:00] Connecting with Dr. Grumet and resources [00:37:00] Conclusion and final thoughts This episode is sponsored by PearsonRavitz– helping physicians safeguard their most valuable assets. If you enjoyed the show, find and follow Dr. Disha everywhere else: Twitter Website Facebook The Frugal Physicians Facebook Group YouTube (Coming Soon!) ----------- Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

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Finding Fulfillment: A Hospice Doctor's Perspective on Financial Freedom & Making the Most of Life with Jordan Grumet

The Visible Voices

Play Episode Listen Later Jan 4, 2024 41:13

In today's episode I speak with author podcaster Dr. Jordan Grumet. We focus on personal finance, his podcast Earn&Invest and his book Taking Stock. Jordan Grumet was born in Evanston, Illinois, in 1973. His interest in becoming a doctor was ignited when his father, an oncologist, died unexpectedly in the prime of life. This profound loss not only inspired Jordan to practice medicine, but also has given him a unique perspective as a financial expert, challenging him to think deeply and critically about concepts like wealth, abundance, and financial independence. After graduating from the University of Michigan, Jordan received hismedical degree from Northwestern University and began practicing internal medicine in Northbrook, Illinois. He currently is an associate medical director at JourneyCare Hospice.After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018. In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020and 2021 for Best Personal Finance Podcast of the year.

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The Joys and Challenges of Travel Hacking with Julia Menez

Weird Finance

Play Episode Listen Later Nov 19, 2023 49:30 Transcription Available

Stay in touch and sign up for Paco's weekly email newsletter, The Nerdletter. In this episode of Weird Finance, Paco talks to Julia Menez about the world of travel hacking. Starting with the basics, Julia highlights the importance of being responsible with credit cards, advising listeners to start small and ensure balances are paid off monthly to reap maximum rewards. Julia shares her journey from actuary to successful travel hacker and podcast host, explaining how reading finance blogs and interest in points systems led to creating GeoBreeze Travel. As well as travel advice, she offers her unique perspective on finance, prompting listeners to embrace impermanence, enjoy what they have, and use their wealth for good. Julia explains her effective method of earning and burning points and talks about their Patreon, where members can nominate a charity for donations. Julia's story is not just about free travel, but also financial freedom, underscoring the value of living below one's means and disciplined investing. She finishes the episode by encouraging listeners to delight in their wealth and to find the balance between saving for the future and enjoying the present. Julia Menez (@geobreezetravel) is a points strategy coach, speaker, and host of the Geobreeze Travel Podcast. After traveling to more than 30 countries before the age of 30 and saving thousands of dollars each year with points and miles, Julia distills the strategies from top award travelers around the world in the Geobreeze Travel podcast. She creates Instagram videos about credit card benefits such as trip protection and luxury travel opportunities. Through her podcast, Julia features a diverse roster of guests with traditionally underrepresented experiences in larger points and miles blogs and media. Her episodes often highlight women, first-generation travelers, and people of color. Julia has been a speaker for FinCon, a course instructor for Frequent Traveler University, and quoted in publications such as The New York Times, Money Magazine, Fodor's Travel, and Business Insider. Her podcast was nominated in the 2021 Plutus Awards for “Best New Personal Finance Podcast,” and she serves as a senior advisor for Bilt Rewards. Julia is available for comments and interviews regarding award travel, personal finance, entrepreneurship, and women in business. Check out Julia's free points 101 course here. This episode also features Loose Change, a short segment where we ask folks to share their thoughts, feelings, and opinions about how we relate to money and one another. This week, we're exploring one purchase we've made that's had the biggest positive impact on your daily lives. A special thanks to the talented and generous Ramsey Yount for producing, editing, and sound designing this episode. Thank you to Andrew Howard and Ramsey Yount for lending your voice for our special PSA. The theme music was written and performed by Andrew Parker, Jenna Parker, and Paco de Leon. If you'd like to contact us about the show or ask Paco a question about finances, call our hotline at 1-833-ASK-PACO, email us at weirdfinancepod (at) gmail.com, or submit your questions here. We'd also love your listener feedback about the show; here's a short survey.See omnystudio.com/listener for privacy information.

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2519: When is the Best Time to Start Investing? by Enero Febrero with Len Penzo on Good Financial Decisions

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Nov 16, 2023 9:47

Enero Febrero with Len Penzo talks about the best time to start investing Episode 2519: When is the Best Time to Start Investing? by Enero Febrero with Len Penzo on Good Financial Decisions Len Penzo writes about personal finance and macroeconomics on his eponymous personal finance blog, which has been twice-honored as a Kiplinger Best Money Blog, and honored with two Plutus Awards for Best Personal Finance Blog. Len's personal finance articles have been featured in the New York Times, MSN, Business Insider, Money, Time, Forbes, The Huffington Post, Yahoo! Finance, CBS MoneyWatch and Clark Howard, just to name a few. His focus is on the importance of personal responsibility — not only for our personal finances, but also for everything else we do in life. The original post is located here: https://lenpenzo.com/blog/id70889-when-is-the-best-time-to-start-investing.html Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

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2519: When is the Best Time to Start Investing? by Enero Febrero with Len Penzo on Good Financial Decisions

Play Episode Listen Later Nov 16, 2023 9:47

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5 Simple Tips To Make Money With Stocks - MTN Rewind

Play Episode Listen Later Nov 9, 2023 38:02 Transcription Available

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

1131: Starting a Side Hustle? Ask Yourself These Questions by Corazon Gritar with Len Penzo on First Steps as an Entrepreneur

The Stacking Benjamins Show

Play Episode Listen Later Nov 5, 2023 9:08

Corazon Gritar with Len Penzo shares 3 questions to ask yourself when starting a side-hustle Episode 1131: Starting a Side Hustle? Ask Yourself These Questions by Corazon Gritar with Len Penzo on First Steps as an Entrepreneur Len Penzo writes about personal finance and macroeconomics on his eponymous personal finance blog, which has been twice-honored as a Kiplinger Best Money Blog, and honored with two Plutus Awards for Best Personal Finance Blog. Len's personal finance articles have been featured in the New York Times, MSN, Business Insider, Money, Time, Forbes, The Huffington Post, Yahoo! Finance, CBS MoneyWatch and Clark Howard, just to name a few. His focus is on the importance of personal responsibility — not only for our personal finances, but also for everything else we do in life. The original post is located here: https://lenpenzo.com/blog/id65148-starting-a-side-hustle-ask-yourself-these-questions.html#google_vignette Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

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Fixing a Toxic Walk Toward Financial Independence (with the FIoneers)

Play Episode Listen Later Oct 30, 2023 73:01

Financial independence. It's often presented by writers as the place dreams are made of. You've reached this magical place called "enough" and now life is all unicorns and rainbows. But what happens when you realize that the march toward shoveling everything toward an uncertain future is creating a horrible existence TODAY? That's what happened to Jess, one half of the Plutus Award winning coaching team The FIoneers. Jess and Corey came by Joe's mom's basement to tell the tale of their "a-ha" moment that led them to reject shoveling tons of cash from a hated job toward an early retirement...and maybe an early grave. Before that we celebrate our Halloween-kickoff episode with a visit from financial columnist and the host of the Money Life podcast, Chuck Jaffe. Chuck orchestrates an awesome, interesting, and always-changing economics game every Halloween with the trick-or-treat'ers who come by his home. What's the game this year? He'll share what he's planning, and hopefully inspire you to find clever ways to teach kids some money or economic lessons. Of course we also throw out the Haven Life line (this time all the way to India!), and Doug regales us with his mind-bending trivia. It's a Halloween party in the basement! Hope you can join us. FULL SHOW NOTES: https://www.stackingbenjamins.com/FIRE-horror-story-1428 Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201 Enjoy! Learn more about your ad choices. Visit podcastchoices.com/adchoices

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What and How to Use Tax Gain Harvesting

Military Money Show

Play Episode Listen Later Oct 30, 2023 32:20

It's the season of tax talk. You're starting to see more and more news and social media posts to begin preparing for tax season. Me included. I recently saw a post on tax gain harvesting and wanted to learn more about what that is and who should be harvesting. In this episode, Sean Mullaney breaks down tax gain harvesting and how people can use it in their tax planning. We also discuss the importance of going beyond the mentality of tax filing and into tax planning. Sean is an advice-only financial planner and the President of Mullaney Financial & Tax, Inc. He is the author of the Plutus Award-winning blog FITaxGuy.com on tax and financial independence. He also has a personal finance YouTube channel and published Solo 401(k): The Solopreneur's Retirement Account, a book about his favorite retirement account. The show notes can be found here: https://laceylangford.com/podcast/tax-gain-harvesting

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2455: 5 Strategies for Protecting Your 401(k) Savings from Economic Collapse by Len Penzo

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY

Play Episode Listen Later Sep 21, 2023 10:50

Len Penzo talks about 5 strategies for protecting your 401k from economic collapse Episode 2455: 5 Strategies for Protecting Your 401(k) Savings from Economic Collapse by Len Penzo Len Penzo writes about personal finance and macroeconomics on his eponymous personal finance blog, which has been twice-honored as a Kiplinger Best Money Blog, and honored with two Plutus Awards for Best Personal Finance Blog. Len's personal finance articles have been featured in the New York Times, MSN, Business Insider, Money, Time, Forbes, The Huffington Post, Yahoo! Finance, CBS MoneyWatch and Clark Howard, just to name a few. His focus is on the importance of personal responsibility — not only for our personal finances, but also for everything else we do in life. The original post is located here: https://lenpenzo.com/blog/id25073-5-strategies-for-protecting-your-401k-savings-from-economic-collapse-2.html Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

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2455: 5 Strategies for Protecting Your 401(k) Savings from Economic Collapse by Len Penzo

Play Episode Listen Later Sep 21, 2023 10:50

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1078: 5 Tips to Help Your Small Business Become a Raging Success! by Barney Whistance with Len Penzo on Becoming an Entrepreneur

Play Episode Listen Later Sep 13, 2023 8:55

Barney Whistance with Len Penzo shares 5 tips to help your small business become a raging success Episode 1078: 5 Tips to Help Your Small Business Become a Raging Success! by Barney Whistance with Len Penzo on Becoming an Entrepreneur Len Penzo writes about personal finance and macroeconomics on his eponymous personal finance blog, which has been twice-honored as a Kiplinger Best Money Blog, and honored with two Plutus Awards for Best Personal Finance Blog. Len's personal finance articles have been featured in the New York Times, MSN, Business Insider, Money, Time, Forbes, The Huffington Post, Yahoo! Finance, CBS MoneyWatch and Clark Howard, just to name a few. His focus is on the importance of personal responsibility — not only for our personal finances, but also for everything else we do in life. The original post is located here: https://lenpenzo.com/blog/id35719-5-tips-to-help-your-small-business-become-a-raging-success.html?expand_article=1 Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episode 139: SEASON 4 OPENER - Restriction Does Not Lead To Abundance: How Crash Dieting & Crash Budgeting Are The Same

Price of Avocado Toast

Play Episode Listen Later Aug 30, 2023 37:18

Toasties! We are back in action for Season 4 of the show! We missed you all and are so excited for this season. In today's premiere episode, we talk about some exciting nominations for the podcast, a recap of the recent changes for the Brown-Woods family, and the correlation between crash dieting and restrictive budgeting. This connection has been on our minds so we figured there was no better spot to hash it out than our Season 4 kickoff show. Thank you again for all of your support - we couldn't have even approached Season 4 without all of you! In this episode, we chat about: Plutus Award nominations Life changes for the family The connections between dieting and budgeting MENTIONED IN THIS EPISODE: Opal App PLUTUS Award Nominations ABOUT PRICE OF AVOCADO TOAST: Listen in with Haley and Justin Brown-Woods, married millennials picking up the pieces from the financial fiasco they created as a young couple. They want to normalize conversations about money and learn from others on the path towards financial empowerment. Whether you are just getting started on your debt-free journey, or if you are really starting to hit your stride, this podcast is for YOU! Join weekly as they interview some others who have done it the right way, the wrong way, and every way in between. Avocado toast may cost a pretty penny, but that doesn't mean it can't be in your budget! FIND HALEY AND JUSTIN ONLINE + SOCIAL MEDIA HERE: Price of Avocado Toast Instagram Price of Avocado Toast Twitter Price of Avocado Toast on TikTok Price of Avocado Toast Facebook Join the Price of Avocado Toast Newsletter priceofavocadotoast.com OTHER LINKS: Apply for 1:1 Coaching With Haley & Justin Price of Avocado Toast customizable 12 month budgeting template Digital downloads RECOGNITION: Audio engineer: Garrett Davis Podcast Support: Weir Digital Marketing

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How to Leave a Financial Legacy of Generational Wealth

Play Episode Listen Later Aug 16, 2023 30:12 Transcription Available

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

1043: How to Raise Capital for Starting Your Business by Sabado Domingo with Len Penzo on Tips for New Entrepreneurs

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Play Episode Listen Later Aug 9, 2023 8:45

Sabado Domingo with Len Penzo talks about how to raise capital for starting your business Episode 1043: How to Raise Capital for Starting Your Business by Sabado Domingo with Len Penzo on Tips for New Entrepreneurs Len Penzo writes about personal finance and macroeconomics on his eponymous personal finance blog, which has been twice-honored as a Kiplinger Best Money Blog, and honored with two Plutus Awards for Best Personal Finance Blog. Len's personal finance articles have been featured in the New York Times, MSN, Business Insider, Money, Time, Forbes, The Huffington Post, Yahoo! Finance, CBS MoneyWatch and Clark Howard, just to name a few. His focus is on the importance of personal responsibility — not only for our personal finances, but also for everything else we do in life. The original post is located here: https://lenpenzo.com/blog/id70052-how-to-raise-capital-for-starting-your-business.html Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

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Listen to the Whispers, with Dr. Jordan Grumet

Money Tales

Play Episode Listen Later Aug 3, 2023 33:25

In this episode of Money Tales, our guest is Dr. Jordan Grumet. Jordan's father was a doctor who sadly collapsed and died of a brain aneurysm while working at the hospital. Jordan was young at the time, and he was determined to grow up be just like his dad. Jordan figured that if he became a doctor he could step into his dad's shoes and do the things that his dad never got the chance to do. So, Jordan became a doctor and, after years of burnout, realized that the thing he thought was his main purpose and identity in life didn't fit him very well. This is when a new adventure and focus for Jordan began. Jordan Grumet was born in Evanston, Illinois in 1973. His interest in becoming a doctor was ignited when his father, an oncologist, died unexpectedly in the prime of life. This profound loss not only inspired him to practice medicine, but it has also given him a unique perspective as a financial expert, challenging him to think deeply and critically about concepts like wealth, abundance, and financial independence. After graduating from the University of Michigan, Jordan received his medical degree from Northwestern University, and began practicing Internal Medicine in Northbrook, Illinois. He currently is an associate medical director at Journeycare Hospice. After years of blogging about financial independence and wellness, Jordan launched the Earn & Invest podcast in 2018. In 2019 he received the Plutus Award for Best New Personal Finance Podcast and was nominated in 2020 and 2021 for Best Personal Finance Podcast of the year. His book, "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life" was published by Ulysses Press in August 2022.

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How to Use Consistency to Achieve Your Financial Goals

Military Money Show

Play Episode Listen Later Jul 31, 2023 35:17

Consistency in managing personal finances is challenging because it requires discipline, self-control, and long-term planning, which often clashes with impulsive spending habits, but without consistency, avoiding debt and building wealth is a struggle. Consistency in managing personal finance empowers you to take control of your financial future. In this episode, Emily Guy Birken breaks down the common obstacles that hinder people from maintaining consistency and shares practical strategies and actionable tips to overcome them. Emily Guy Birken is a former educator, lifelong money nerd, and a Plutus Award-winning freelance writer who specializes in the scientific research behind irrational money behaviors. Her background in education allows her to make complex financial topics relatable and easily understood. The show notes can be found here: https://laceylangford.com/podcast/Consistency-to-Achieve

1019: The Art of the Side Hustle: Overlapping Your Day Job with Entrepreneurship by Tex Freitag with Len Penzo

Play Episode Listen Later Jul 16, 2023 7:58

Len Penzo talks about overlapping your day job with entrepreneurship Episode 1019: The Art of the Side Hustle: Overlapping Your Day Job with Entrepreneurship by Tex Freitag with Len Penzo Len Penzo writes about personal finance and macroeconomics on his eponymous personal finance blog, which has been twice-honored as a Kiplinger Best Money Blog, and honored with two Plutus Awards for Best Personal Finance Blog. Len's personal finance articles have been featured in the New York Times, MSN, Business Insider, Money, Time, Forbes, The Huffington Post, Yahoo! Finance, CBS MoneyWatch and Clark Howard, just to name a few. His focus is on the importance of personal responsibility — not only for our personal finances, but also for everything else we do in life. The original post is located here: https://lenpenzo.com/blog/id49055-the-art-of-the-side-hustle-overlapping-your-day-job-with-entrepreneurship.html Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

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2376: How Misplaced Financial Priorities Lead to Lame Excuses by Len Penzo

Play Episode Listen Later Jul 14, 2023 10:24

Len Penzo talks about the risks of bad financial priorities Episode 2376: How Misplaced Financial Priorities Lead to Lame Excuses by Len Penzo Len Penzo writes about personal finance and macroeconomics on his eponymous personal finance blog, which has been twice-honored as a Kiplinger Best Money Blog, and honored with two Plutus Awards for Best Personal Finance Blog. Len's personal finance articles have been featured in the New York Times, MSN, Business Insider, Money, Time, Forbes, The Huffington Post, Yahoo! Finance, CBS MoneyWatch and Clark Howard, just to name a few. His focus is on the importance of personal responsibility — not only for our personal finances, but also for everything else we do in life. The original post is located here: https://lenpenzo.com/blog/id1591-how-misplaced-priorities-lead-to-lame-financial-excuses-2.html Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

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Ep 364: Money Out Loud ft. Berna Anat

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Play Episode Listen Later Jun 21, 2023 51:55

Tiffany is joined by Berna Anat. Berna Anat is an award-winning producer, speaker, podcast host, rich auntie in training, and Financial Hype Woman—which is her made-up way of saying she creates financial education media all over the Internet. A proud Filipina-American daughter of immigrants, born and raised in the Bay Area, she taught herself how to pay off over $50,000 of debt and did what any Millennial would do: Yell about it on the internet. Berna's work has been featured on platforms such as Forbes, The New York Times, and Buzzfeed. Berna was named The Plutus Awards' Most Entertaining Financial Creator two years in a row, and was named one of ABS-CBN's Global Pinoy Idols.Drop us a note at brownambitionpodcast@gmail.com or hit us up on Instagram @brownambitionpodcast. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee omnystudio.com/listener for privacy information.

Ep 364: Money Out Loud ft. Berna Anat

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Play Episode Listen Later Jun 21, 2023 52:40

Tiffany is joined by Berna Anat. Berna Anat is an award-winning producer, speaker, podcast host, rich auntie in training, and Financial Hype Woman—which is her made-up way of saying she creates financial education media all over the Internet. A proud Filipina-American daughter of immigrants, born and raised in the Bay Area, she taught herself how to pay off over $50,000 of debt and did what any Millennial would do: Yell about it on the internet. Berna's work has been featured on platforms such as Forbes, The New York Times, and Buzzfeed. Berna was named The Plutus Awards' Most Entertaining Financial Creator two years in a row, and was named one of ABS-CBN's Global Pinoy Idols. Drop us a note at brownambitionpodcast@gmail.com or hit us up on Instagram @brownambitionpodcast. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episode 127: Navigating Financial Conversations With Friends - Summer Edition

Price of Avocado Toast

Play Episode Listen Later Jun 7, 2023 34:09

Summertime! And the livin's easy…but not cheap! The summer season brings a whole new ball game with added costs to your budget. Are you ready for summer expenses? We give you some things to be mindful of as we move into warmer weather and outdoor experiences. You'll hear some items you might want to add a budget line for, and we'll also give you some practical tools to take into conversations with friends about spending this summer. Enjoy! In this episode, we chat about: The summer season expenses! Navigating new conversation with friends Practical ways you can say “no, thanks” MENTIONED IN THIS EPISODE: Nominate us for a Plutus Award! Join the Everything but the Bagel community support group ABOUT PRICE OF AVOCADO TOAST: Listen in with Haley and Justin Brown-Woods, married millennials picking up the pieces from the financial fiasco they created as a young couple. They want to normalize conversations about money and learn from others on the path towards financial freedom. Whether you are just getting started on your debt-free journey, or if you are really starting to hit your stride, this podcast is for YOU! Join weekly as they interview some others who have done it the right way, the wrong way, and every way in between. Avocado toast may cost a pretty penny, but that doesn't mean it can't be in your budget! FIND HALEY AND JUSTIN ONLINE + SOCIAL MEDIA HERE: Price of Avocado Toast Instagram Price of Avocado Toast Twitter Price of Avocado Toast on TikTok Price of Avocado Toast Facebook Join the Price of Avocado Toast Newsletter OTHER LINKS: Apply for 1:1 Coaching With Haley & Justin Join Everything but the Bagel, our exclusive membership community RECOGNITION: Audio engineer: Garrett Davis Podcast Support: Weir Digital Marketing

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2303: 6 Ways to Fix Your Finances and Resuscitate Your DOA Money Situation by Mikey Rox

A Sunny Side Up Life Podcast

Play Episode Listen Later May 11, 2023 9:16

Len Penzo talks about how to fix your finances and resuscitate your DOA money situation Episode 2303: 6 Ways to Fix Your Finances and Resuscitate Your DOA Money Situation by Mikey Rox Len Penzo writes about personal finance and macroeconomics on his eponymous personal finance blog, which has been twice-honored as a Kiplinger Best Money Blog, and honored with two Plutus Awards for Best Personal Finance Blog. Len's personal finance articles have been featured in the New York Times, MSN, Business Insider, Money, Time, Forbes, The Huffington Post, Yahoo! Finance, CBS MoneyWatch and Clark Howard, just to name a few. His focus is on the importance of personal responsibility — not only for our personal finances, but also for everything else we do in life. The original post is located here: https://lenpenzo.com/blog/id50507-6-ways-to-resuscitate-your-doa-finances-today-2.html Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

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EP. 16 Why Community Matters, Financial Feminism & Centering Women + Non-Binary Folks In The Money Conversation With Regina and Angela of Women's Personal Finance

Play Episode Listen Later May 11, 2023 51:30

For decades, finance has been dictated by straight, cis-gendered, white males. The need for something radically different is what pushed Regina and Angela, founders of Women's Personal Finance, to begin their online community for women and non-binary identifying folks. WPF originated from female friendship and has grown into a force of personal finance education, encouragement, and inclusion. WPF has been featured in The New York Times and Forbes and won the 2021 Plutus Award for Best Financial Content for Women. In this episode, you'll learn more about: The power of female friendship + close-knit community during isolating experiences or environmental barriers Why Women's Personal Finance focuses on a group of people instead of a personality or person Centering women and non-binary folks in the personal finance conversation How divorce or separation is an act of bravery + more MENTIONED IN THE EPISODE: Meet the Women of the Financial Independence Movement PrepperFi PAST EPISODES YOU'LL ENJOY: EP. 2 DECONSTRUCTING MONEY SHAME, NAVIGATING MENTAL HEALTH & FINANCES, AND 3 REASONS DAVE RAMSEY SUCKS WITH LEXA VANDAMME EP. 151 WEATHERING THE STORM TOGETHER EP. 147 LOSING FRIENDS DURING YOUR DEBT-FREE JOURNEY ASSUL RESOURCES: 1:1 Coaching With Sami: Apply today YouTube: Subscribe for free Instagram: Follow me on the ‘gram Facebook: Follow me on Facebook The Sunny Sqad: Join the VIP Facebook Group GUEST BIO: The story of how WPF began dates back to 2018, when Angela wrote the blog post ‘Meet the Women of the Financial Independence Movement‘. That post kicked off the beginning of a real place where women could connect and talk about money and all other things important to them and soon after the post was published, Angela created the Women's Personal Finance Facebook community. Later that year, Regina wrote a guest post on Angela's blog about her newly coined term PrepperFi. Angela and Regina cemented their friendship over the course of Regina's son developing cancer and entering into treatment. Sometimes, great things come out of hardships. The Facebook community has now grown to over 70k members and is known to be one of the best, most supportive places on the internet. With WPF's expanded community and mission supporters, they offer a premium community, WPF Insiders, articles about money written by other women, access to money experts, resources about all things finances, a super neat swag shop, and more. GUEST SOCIAL MEDIA + LINKS: Instagram Twitter Facebook YouTube Woven WPF Insiders Website SHOW INFORMATION: A Sunny Side Up Life Podcast is a show for women who are ready to live an abundant life full of freedom + positivity. Sami Womack, nationally recognized money expert and finance coach guides listeners toward breaking free from survival mode, gaining financial freedom, staying motivated, and focusing on what matters most. Learn more at: https://www.asunnysideuplife.com HOST BIO: Sami Womack is the brains behind A Sunny Side Up Life. Her weekly podcast has been downloaded over 250,000 times, and her story has been featured on YNAB, Debt.com, The Purpose Show with Allie Casazza, and The His & Her Money Show. When she's not downing caramel coffee or homeschooling her daughters, she's creating content, collaborating with finance/minimalist organizations, and inspiring women all over the world to live an intentional life. She began this journey with her high school sweetheart, Daniel, and a debt price tag of $490,000. They both took control of their family's finances by downsizing, budgeting, and changing habits. From this experience, A Sunny Side Up Life was born. Today, Sami owns this business helping women get through dark times and experience the life-altering magic of intentional living. DISCLAIMER(S): This show may contain affiliate links or links from our advertisers where I earn a commission or direct payment. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. CREDITS: Podcast production: Weir Digital Marketing Research: Sami Womack + Vee Weir Editing: Joseph Bogumill

278: How Nika Pursued A Life Of Living Debt-Free!

The Clever Girls Know Podcast

Play Episode Listen Later Mar 14, 2023 58:09

On today's podcast episode, Nika Booth shares her tips for debt-free living! Nika is an award-winning debt expert, personal finance content creator, and the Founder of Debt Free Gonnabe. She created Debt Free Gonnabe to document and share her journey to pay off over $200,000 in debt. Now she's debt free and teaches others how to better manage their money and pay off debt, without sacrificing fun. Nika teaches in a way that is easily understood, relatable, and judgment-free. She won the 2021 Plutus Award for Best Debt Freedom Content and her work has been featured on Business Insider, New York Times, Next Advisor/TIME, CNN Audio, CNBC, & more. WHAT NIKA DISCUSSED: - Her motivation to become debt-free - How her mindset around personal finance evolved - Practical tips on how she managed to pay off her debts - How she stayed motivated on her debt repayment journey - Resources and tools that helped her along the way AND MUCH MORE STUDENT LOAN RESOURCE: https://studentaid.gov HOW TO KEEP UP WITH NIKA: Via her website: https://debtfreegonnabe.com On Instagram: @debtfreegonnabe ❤ Get the best-selling Clever Girl Finance Books: https://clevergirlfinance.com/books ❤ Get access to 30+ free courses, worksheets, savings challenges, and our favorite banking resources: https://clevergirlfinance.com/course-packages/ ❤ Read the Clever Girl Finance Blog: https://clevergirlfinance.com/blog ❤ Follow us on Instagram: http://instagram.com/clevergirlfinance

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2229: Why I Prefer a Spreadsheet to Track Expenses & Manage My Finances by Len Penzo

Play Episode Listen Later Mar 7, 2023 10:56

Len Penzo talks about using a spreadsheet to track expenses Episode 2229: Why I Prefer a Spreadsheet to Track Expenses & Manage My Finances by Len Penzo Len Penzo writes about personal finance and macroeconomics on his eponymous personal finance blog, which has been twice-honored as a Kiplinger Best Money Blog, and honored with two Plutus Awards for Best Personal Finance Blog. Len's personal finance articles have been featured in the New York Times, MSN, Business Insider, Money, Time, Forbes, The Huffington Post, Yahoo! Finance, CBS MoneyWatch and Clark Howard, just to name a few. His focus is on the importance of personal responsibility — not only for our personal finances, but also for everything else we do in life. The original post is located here: https://lenpenzo.com/blog/id14307-why-i-prefer-a-spreadsheet-to-track-expenses-manage-my-finances-2.html Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

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2198: Why Your Expensive Luxury Car Doesn't Impress Smart People AND What Is the Difference Between Cheap and Frugal? by Len Penzo

Play Episode Listen Later Feb 8, 2023 13:55

Len Penzo shares two shorts posts covering why your luxury car doesn't impress smart people and what the difference is between cheap and frugal Episode 2198: Why Your Expensive Luxury Car Doesn't Impress Smart People AND What Is the Difference Between Cheap and Frugal? by Len Penzo Len Penzo writes about personal finance and macroeconomics on his eponymous personal finance blog, which has been twice-honored as a Kiplinger Best Money Blog, and honored with two Plutus Awards for Best Personal Finance Blog. Len's personal finance articles have been featured in the New York Times, MSN, Business Insider, Money, Time, Forbes, The Huffington Post, Yahoo! Finance, CBS MoneyWatch and Clark Howard, just to name a few. His focus is on the importance of personal responsibility — not only for our personal finances, but also for everything else we do in life. The original posts are located here: https://lenpenzo.com/blog/id1145-why-your-expensive-luxury-car-doesnt-impress-smart-people-or-me-2.html & https://lenpenzo.com/blog/id8068-you-can-call-me-almost-anything-but-please-dont-call-me-cheap-3.html Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

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Ep 322: 99 Problems, Home Appraisals Is One!

netflix drop beyonce financial times ig live 99 problems webby awards appraisals plutus awards adchoicessee read podcast

Play Episode Listen Later Aug 24, 2022 28:32

Tiffany starts the episode by showing off her Webby Award that finally came in the mail. The ladies then celebrate their Webby Award win again and share their excitement about their Plutus Award nomination.Your financial besties also warn you about internet safety and how to be cautious about posting online. Plus, Mandi shares a humbling moment she had after catching a flat tire.For this week's Brown Boost Brown Break, Mandi breaks for racist appraisers in the housing market and boosts for "The Read Podcast" coming back with a breakdown about Beyonce's new album. Tiffany boosts for her IG Live with "Financial Times" and her starring part in a Netflix documentary called "Get Smart With Money."Bill A5146We want to hear from you! Drop us a note at brownambitionpodcast@gmail.com or hit us up on Instagram @brownambitionpodcast. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee omnystudio.com/listener for privacy information.

Ep 322: 99 Problems, Home Appraisals Is One!