Podcasts about risk tolerance

When the market takes a “Wile E. Coyote” leap, will your retirement plan stay standing? In this episode, Kevin Madden breaks down why understanding your true risk tolerance matters more than chasing returns and explore how mismatched risk, hidden overlap in portfolios, and market volatility can derail long‑term plans — and how smarter defense, steady offense, and guaranteed income strategies can help protect what you’ve built. Learn how to align your portfolio with your comfort level and avoid common pitfalls that sabotage retirees. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

On this episode: What do turkey-flavored Oreos have in common with financial products that aren’t what they seem? Are your retirement funds hiding surprises? Uncover the overlooked pitfalls of target date funds. Is generosity now a threat to your own retirement security? Is wiping out all your debt before retirement a smart move—or a costly mistake? Like this episode? Hit that Follow button and never miss an episode!

What if the real differentiator between thriving franchise brands and struggling ones comes down to two simple traits: humility and hunger?In this episode, Adam Contos, a high-performance leadership expert, former CEO of RE/MAX, and a leading voice in the franchise industry joins us for a conversation that cuts through the noise and gets to the heart of what truly drives franchise success. From his early days in the Marine Corps reserves and law enforcement to leading one of the most recognized franchise brands in the world, Adam brings the kind of clarity leaders desperately need right now.Adam breaks down why risk-taking is non-negotiable, how leaders unknowingly sabotage progress, and why decision-making, not perfection, is the real engine of growth. He also shares what most franchisors get wrong when communicating with their networks, how to build A-player teams, and why visibility isn't optional if you want your franchisees to trust you. This is leadership without fluff: direct, grounded, and immediately applicable.Whether you're scaling an emerging brand, rebuilding systems, or trying to develop stronger leaders inside your organization, this episode gives you a clear look at the habits, decisions, and mindset shifts that actually move a franchise system forward. You'll walk away with a sharper mindset, clearer priorities, and a better understanding of what leadership actually requires.Connect with Adam:Website: https://www.adamcontos.com/Franchise Membership Community: https://yourfranchisegroup.com/Episode Highlights:Why risk tolerance separates winning brands from stagnant onesThe biggest leadership blind spots founders don't see comingAdam's simple 3–2–1 decision-making frameworkWhat “founder syndrome” looks like inside a franchise systemHow visibility builds trust at scaleWhy tech adoption is always a challenge and what to do about itThe real job of a franchisor (according to Adam)When and how to upgrade talent without guiltWhy humility accelerates leadership growthHow to develop leaders who can replace youConnect with Tracy Personal LinkedIn: https://www.linkedin.com/in/tracy-panase/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale JBF Franchise System - https://jbfsalefranchise.com/ Email: podcast@jbfsale.com Connect with Shannon Personal LinkedIn - https://www.linkedin.com/in/shannonwilburn/ JBF LinkedIn - https://www.linkedin.com/company/jbfsale Website - https://shineexecutivecoaching.com/ Email - shannon@shineexecutivecoaching.com

Send us a textBrave work is messy work. It's an invitation into the dōjō – to be humbled, to get vulnerable, and leave behind what you thought you knew.Life-long learner, executive coach, culture consultant and facilitator, Dr. Dauv Evans joins me this week to journey beyond safety into the brave space arena. Together, we explore what it takes to build these spaces: the intentionality, the rules of engagement, and the assumptions we must leave at the door to have courageous conversations.From power imbalances, to conversations on race, Dauv shares his work in helping people to grow together and exist outside of their comfort zone, with generosity and passion. A rich, practical conversation about how leaders can show up with humility when it's needed most.Find out about:What braves spaces are – and why people must be invited into themHow constructive discomfort can facilitate deeper connection, meaningful learning, and cultural change within organisationsWhy leaders must navigate people's varying levels of risk tolerance with careHow to use power positively to facilitate a brave conversation for the betterDon't miss the next episode: subscribe to the show with your favourite podcast player.Links:Watch the video recording of this episode on YouTube.Connect to Dauv Evans:Brave Space Leadership Cohort Interest FormWebsiteLinkedInSupport the show✨✨✨You can now find the podcast on Substack, where your host Dr. Myriam Hadnes is building a club for you to find fellow listeners and peers: https://myriamhadnes.substack.com/

What if the money you worked decades to earn ends up sitting still when it should be fueling your future? In this episode, Frank and Frankie Guida unpack why so many retirees leave rollover funds idle, how fear and complexity lead to costly inaction, and what thoughtful allocation can do for long‑term stability. They explore real scenarios, risk‑tolerance planning, and strategies that help align investments with personal comfort levels. A clear look at making your retirement money more purposeful—without unnecessary complication. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Most advisors start with one question: “What's your risk tolerance?”In retirement, that question might steer you in the wrong direction.In today's episode, Ari breaks down why traditional risk questionnaires fail, and the better framework that actually protects your lifestyle, your confidence, and the income you need to live well in retirement. You'll hear the story of a couple who rated their risk tolerance completely differently… and then changed their answers the moment markets dropped. That moment revealed the real problem: risk tolerance isn't stable, and it doesn't tell you what you truly need to know.Instead, Ari walks through a practical, back-of-the-napkin method for building a portfolio that fits your actual life, not a textbook. From identifying how much income you really need… to understanding how many years of “war chest” money can help you ride out downturns… to adjusting your allocation as your lifestyle shifts from go-go years to slower seasons. If you've ever wondered whether your portfolio is too risky, too conservative, or simply too cookie-cutter, this episode will give you the clarity you've been missing.In this episode:• Why risk tolerance changes with the market — and why that's a problem.• The question to ask instead of “What's your risk tolerance?”• How to determine the right mix of equities, bonds, and cash for your lifestyle.• Why retirement is a different game — and why singles, doubles, and consistency beat home runs.• A simple framework to help you optimize without overthinking.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Let's talk about a moment you'll face in entrepreneurship the opportunity that pays, but doesn't align. You know the feeling, it's money you could use, but something just doesn't sit right.We'll explore why your resistance to a "good opportunity" is actually your higher standards speaking, how to discern between decisions that are risk-calculated versus fear-based, and the true cost of accepting things below your standard (spoiler: it's not just about the money). I'll also share how entrepreneurs are alchemists who can turn any experience into profit—and why that means we get to be selective about what we accept.Key Topics Covered:Why resistance to an opportunity might mean your standards have levelled upThe trade-off trap: what you're really saying no to when you accept below-standard workHow to know if an opportunity serves your vision or drains your energyThe difference between fear-based decisions and discernment-based decisionsThree framework questions to ask yourself before accepting ANY opportunity • Why saying no is actually a declaration of your valueThe entrepreneur's secret weapon: turning experiences into content and profitRisk tolerance and the freedom that comes with strategic patienceReal-world example: the workshop with a $100 budget vs. your $500 speaking feeTIMESTAMPS:0:00:00 - Intro: The Opportunity Dilemma0:01:00 - You're Being Tested as You Level Up0:02:00 - The Real Question: Why Does This Not Feel Right?0:03:00 - The Burnout Trap: Loving How Every Dollar is Made0:04:00 - The Past Self vs. Expert Self: Setting Standards0:05:00 - Risk Tolerance & the Power of Saying No0:09:00 - The Decision Framework: Three Questions to Ask Yourself0:11:00 - The Real Story: Why Discernment Matters More Than Desperation

Tim & Tim discuss whether to pay off your mortgage early or invest, breaking down math, mindset, and goals for 2025's financial landscape. This episode is brought to you by First Horizon. Episode Summary In this episode of the YFP podcast, co-hosts Tim Ulbrich, PharmD, and Tim Baker, CFP®, RICP®, RLP® revisit the frequently asked question: 'Should I pay off my mortgage early or invest the difference?' They discuss how the changing financial landscape, including rising interest rates, market volatility, and inflation, impacts this decision in 2025. They explore the math, emotional factors, and personal financial goals to provide a balanced approach. What you'll learn in this episode: How to evaluate whether paying off your mortgage early or investing the difference makes more sense in today's higher-rate environment. Why the math (interest rates, investment returns, tax impact) and the emotion (stress, freedom, flexibility) both matter when making this decision. How shifts in interest rates, inflation, and cash flow pressures since 2018 change the calculus for pharmacists in 2025. The role of discipline and behavior—why "investing the difference" only works if you actually do it. How a financial planner helps balance data and emotion to build a plan that aligns with your goals, values, and risk tolerance. Mentioned on the Show Your Financial Pharmacist Book a Free Discovery Call with YFP YFP Episode 49 "Should I Pay Off My House Early of Invest?" YFP Episode 68 "Pros/Cons of the Dave Ramsey 7 Baby Steps" YFP Episode 427: "Passive vs Active Investing: Is the Debate Over" YFP Episode 274: "Risk Tolerance vs Risk Capacity (Retirement Planning)"  

Most investors have filled out a risk tolerance questionnaire—but does it really measure how you'll behave when markets crash? Richard Rosso & Jonathan McCarty break down why traditional risk tolerance tools fail to predict investor behavior, how emotions override risk profiles, and why time horizons, liquidity needs, and cash flow matter far more than a few survey questions. 0:19 - Halloween Prelude - Baby's First Halloween 2:31 - Risk Tolerance Tests - The Ugly Truth 6:00 - How Rich & Jonathan Scored 7:12 - The Spousal Tolerance Quiz 11:08 - Looking at Risk Tolerances in Couples 17:48 - What's Your Judgement Orientation? 21:52 - Responding to Market Moves - Mapped Portfolios 24:26 - What Happens When Powell is Out at the Fed 28:53 - Risk Tolerance Quizzes Do Not Reflect Reality When Markets Turn 30:30 - When Rich was 13 - Owning McDonald's 35:28 - EBT, Food Stamps, & Fast Food Comparisons 36:55 - Taking the Risk Quiz at 20 vs 50 39:08 - Investing Over-Confidence vs Balance 40:50 - The Millionaire Next Door I & II 43:34 - AI Impacty on Market History Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=ZUIhiCubDgw&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 ------- The latest installment of our new feature, Before the Bell, "Bullish Momentum Builds," is here: https://www.youtube.com/watch?v=quAIX8PhNZw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "The Most Dangerous Era in History," is here: https://www.youtube.com/watch?v=qxX1Xw_bQP4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialPlanning #RiskManagement #InvestorBehavior #WealthStrategy #RIAAdvisors

Most investors have filled out a risk tolerance questionnaire—but does it really measure how you'll behave when markets crash? Richard Rosso & Jonathan McCarty break down why traditional risk tolerance tools fail to predict investor behavior, how emotions override risk profiles, and why time horizons, liquidity needs, and cash flow matter far more than a few survey questions. 0:19 - Halloween Prelude - Baby's First Halloween 2:31 - Risk Tolerance Tests - The Ugly Truth 6:00 - How Rich & Jonathan Scored 7:12 - The Spousal Tolerance Quiz 11:08 - Looking at Risk Tolerances in Couples 17:48 - What's Your Judgement Orientation? 21:52 - Responding to Market Moves - Mapped Portfolios 24:26 - What Happens When Powell is Out at the Fed 28:53 - Risk Tolerance Quizzes Do Not Reflect Reality When Markets Turn 30:30 - When Rich was 13 - Owning McDonald's 35:28 - EBT, Food Stamps, & Fast Food Comparisons 36:55 - Taking the Risk Quiz at 20 vs 50 39:08 - Investing Over-Confidence vs Balance 40:50 - The Millionaire Next Door I & II 43:34 - AI Impact on Market History Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=ZUIhiCubDgw&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1 ------- The latest installment of our new feature, Before the Bell, "Bullish Momentum Builds," is here:  https://www.youtube.com/watch?v=quAIX8PhNZw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our Previous Show, "The Most Dangerous Era in History," is here: https://www.youtube.com/watch?v=qxX1Xw_bQP4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary:  https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #FinancialPlanning #RiskManagement #InvestorBehavior #WealthStrategy #RIAAdvisors

In today's episode, I sit down with Van Carlson, founder and CEO of SRA, to talk about what it really means to engineer wealth. Van's company helps entrepreneurs protect what they've built through strategic risk management, turning potential setbacks into opportunities. We discuss how understanding timing, risk tolerance, and the architecture of wealth can help business owners position their dollars more effectively, especially in times of uncertainty. Van also shares how faith, family, and perspective shape his success—and why facing life's storms head-on is often the smartest move a leader can make.

In this episode, Harold Green shares practical strategies for increasing your risk tolerance so you can build wealth faster and take control of your future. Harold shares his personal methods for evaluating opportunities, minimizing mistakes, and making smart decisions without relying solely on old-school advice. He'll show you how faith, trust, and asking the right questions can boost your confidence and help you push past the usual limits of retirement planning. If you're ready to stop playing it safe and start creating the life you truly want, this episode is for you. Let's make early retirement possible—together. Show Highlights: Discover the journey of relentless truth-seeking [01:37] Why do we have to take risks in the first place? [05:53] Here is how Harold understands time horizons for every client [08:14] Discover the hidden opportunities in undervalued stocks [10:28] Explore the delicate balance of risk and reward in trading [13:04] How do seasoned investors navigate uncertain market conditions? [15:48] Learn to use whole life insurance as more than just a safety net [18:48] Are you simply timing the stock market, or building a strong investment strategy? [22:32]

In Episode 170 of The Best Coach Ever podcast, Lynette is back after an unintentional October break — fresh from hosting her six-figure Clients, Cash, and Confidence Challenge, and gearing up to speak at a mastermind retreat in Orlando.This week, we're diving into a question that so many coaches ask: Why do some people blow up online and hit 15K months in six months, while others are still scraping by after two years? Lynette breaks down the surprising (and deeply human) reasons why results come faster for some — and how to shift your mindset, your message, and your habits to finally see consistent success. This episode is a must-listen for anyone who's been wondering, “Why not me yet?”If you love this episode, don't forget to leave a 5-star rating and a quick review. It's the best way to support the show and help us keep bringing you honest, real talk about what it actually takes to grow online.In this episode, we cover:1) Life Updates & Setting the Stage [0:00 – 3:12]-Lynette shares what's been happening behind the scenes: her challenge, launch, and upcoming speaking event.-The question that inspired today's episode: Why do some coaches skyrocket while others crawl?2) Strategy Isn't Everything [3:13 – 6:55]-Why following the “right” plan isn't a guarantee of fast results.-The 70/30 rule: how execution and understanding matter more than perfect tactics.3) The Power of Clarity [6:56 – 10:42]-How clear messaging and a simple, tangible offer shorten your sales cycle.-Real-world examples of complex vs. straightforward offers — and why “clear sells faster than clever.”4) Speed of Implementation [10:43 – 13:58]-Why most people only implement 70% of what their coach tells them.-How comprehension, not just action, determines how well and how quickly results show up.5) Season of Life & Capacity [13:59 – 16:55]-How time, energy, and personal responsibilities impact your pace of growth.-Why comparing your journey to someone with more time or support is setting yourself up for frustration.6) Emotional Regulation & Risk Tolerance [16:56 – 21:28]-How resilience, rejection tolerance, and nervous system regulation determine momentum.-The unseen difference between those who bounce back in hours vs. those who spiral for weeks.7) Faith, Belief & Taking the Leap [21:29 – End]-Why belief in yourself and willingness to act despite fear are the ultimate accelerators.-Courage as “fear in motion” — and how taking bigger leaps signals readiness for bigger results.

Are your investment choices secretly sabotaging your retirement dreams? In this episode, financial advisor Joshua Barbin reveals how internal and external conflicts can steer investors off course. Discover the importance of aligning your goals, risk tolerance, and expectations—and why honest communication with your advisor is the key to clarity. Real-life stories show how finding the right advisor can transform your financial future. Tune in for actionable steps to assess and improve your retirement strategy. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Is the market’s “melt-up” setting the stage for a meltdown? Join Christian McPherson as he tackles the psychology of investing, the realities of risk, and the number one fear in retirement: running out of money. From market volatility to spending guilt, this episode explores how to build confidence in your financial plan and weather whatever comes next. For more information visit www.artofmoney.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Risk comes down to what you are comfortable with in being uncomfortable.  What is your risk tolerance?  How do you manage risk?  This week we dive into these questions and work to uncover why we take the risk we do.

In this episode, host Harold Green tackles one of the biggest roadblocks to financial freedom: understanding your true risk tolerance. Harold strips away the confusion around risk questionnaires and shows you why your investment comfort zone might actually hold you back from achieving your retirement goals.  He explains how a solid financial plan—not emotion—should drive your strategy, so you can grow your wealth with confidence. Whether you're hoping to leave the 9-to-5 behind sooner or just want to live life on your own terms, Harold's insights will help set you on the right path.  Start planning smarter today and take one step closer to the retirement you deserve. Show Highlights: Why do investment choices need a balance of facts and emotions? [03:28] How long do you want to live after you retire? [05:05] How does experience trump knowledge in the investment world [07:14] Learn to set your investment goals right [10:32] What does your investment plan dictate? [14:06] How can an investment manager help you recoup losses? [19:31] Discover a strategy that prioritizes patience over panic [21:38] Is the latest CPI report causing you to question your financial strategy? [25:13]

The amount of time that you are willing to wait before you call a cab...The amount of drawdown you are willing to endure before closing a trade...The amount of pain you will allow yourself to experience before calling an ambulance...This is your Risk Tolerance ^_^ Grab your cups!!!Transcripts Available: englishandcoffee.orgContact: englishandcoffeepodcast@gmail.com

Karen & Janet celebrate the 11th anniversary of Girls On The Air with a podcast that covers a number of important topics!  They start with Shelley Wells, The Reverse Mortgage Queen, Shelley creates a Reverse Mortgage that fits your needs and goals.  These are not cookie cutter programs, with Shelley you learn the options to get the best reverse mortgage available!  Next Karen & Janet talk about saving and your future with Rick Jeffery, a Certified Financial Planner & Public Speaker, who has worked through many different markets, financial ups & downs, good times and challenging ones.  Rick finds what your risk tolerance is, goals and more to design a plan that will make your life, safe, secure, and fun!  Megan Palmquist is next, a solopreneur who offers a fourth quarter systems evaluation that helps you with time management, organization and efficiency. She fine tunes the systems in your business so you concentrate on your area of expertise!  Shannon Vasquez wraps up the podcast inviting listeners to The Ventura Women's Conference featuring authors, yoga, painting, boxing for fitness healing through humor & more.  It's happening October 11, learn more with Shannon on this GOTA Podcast!

Is cryptocurrency the next must-have for your retirement portfolio—or just a risky bet? Certified financial planner Joshua Barbin breaks down the basics of crypto, why it’s generating buzz, and how new government attitudes and ETFs are changing the game. Learn about volatility, risk tolerance, and why a small allocation might make sense for your “future bucket.” This episode is part one of a two-part series exploring crypto’s evolving role in retirement Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Biblical faith is believing that taking risks for Christ are worth the reward from Christ. To experience God's power, we must exercise bold faith.(Matthew 14:22-33)

We love a deep reflections episode! Katie and Elena hit a bunch of topics including recovery after really big races, what it actually means to listen to your body (and why listening to your body can be hard in pregnancy), mental challenges with the off season and how to manage them, athlete identity, risk tolerance for moving your body at different stages of life, why doing anything for the first time is so tough, and a whole lot more. We also answer a great listener question on racing on your period and mindset shifts that can help you with any type of adversity in races. Check it out! To view extended show notes for this episode, visit: theendurancedrive.com/podcast To share feedback or ask questions to be featured on a future episode, please use ⁠this form⁠ or email: Katie@TheEnduranceDrive.com.

What if entrepreneurship wasn't just about building businesses, but about creating real financial access and opportunity—especially for those traditionally left out of the conversation? In this episode of The Angel Next Door Podcast, host Marcia Dawood invites listeners to consider where everyday investors, particularly women, can find their seat at the crypto table and gain the knowledge and confidence to participate.Marcia's guest, Elaine Asher, is the founder of EVE Wealth—a pioneering platform designed to demystify the world of cryptocurrency investing for women and anyone intimidated by the crypto space. Drawing on her extensive background at JPMorgan and years of experience in crypto asset management, Elaine shares her journey from private wealth management to becoming an advocate for democratizing access to emerging technologies. Her drive stems from firsthand experience seeing men reap life-changing gains in crypto, while women remain underrepresented and underserved.This episode offers an engaging, accessible, and jargon-free breakdown of crypto basics, the importance of diversification, and the difference between stablecoins and cryptocurrencies. Elaine gives a behind-the-scenes look at EVE Wealth's mission, how it works, and why she's passionate about building a supportive community where women (and all curious investors) can learn and invest with confidence. Listeners will come away with actionable insights, a much clearer understanding of crypto investing, and inspiration to take charge of their financial future. If you want to understand the potential of digital assets while empowering yourself or your community, this is a must-listen. To get the latest from Elaine Asher, you can follow her below!https://www.linkedin.com/in/elaine-asher-0a49a24/https://www.evewealth.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Today, Jesse is joined by Hanna Horvath—Certified Financial Planner, managing editor at Bankrate, and author of the Your Brain on Money newsletter—for a deep dive into the psychology behind our financial decisions and why money is never just about numbers. Together, they explore how unconscious “money scripts” formed in childhood shape lifelong habits, why emotional discipline matters more than willpower, and how anxiety shows up even for people who have “won the game” financially. Hanna explains how retirement brings not just financial questions but also an identity shift, making purpose and values as important as portfolio allocation. They discuss strategies for reframing our relationship with volatility, using fire-drill style planning to prepare for downturns, and creating small gaps between emotions and actions to avoid costly mistakes. Throughout, Jesse and Hanna remind listeners that building lasting wealth is less about chasing fads or quick wins and more about cultivating awareness, resilience, and intentionality in both mindset and money. Key Takeaways: • Money is never just about math—it's deeply tied to psychology, emotions, and unconscious beliefs. • Emotional discipline means creating space between feelings and actions, not trying to eliminate emotions altogether. • Retirement isn't just a financial transition—it's a major identity shift that can create anxiety even for those who are financially prepared. • “Fire drills” for your financial plan can prepare you emotionally and practically for downturns before they happen. • Social media and sensational financial headlines amplify fear, making discernment and discipline even more critical. • Retirement satisfaction depends on aligning money decisions with personal values, whether that means family, travel, community, or freedom. Key Timestamps: (00:00) – The Psychology of Money: Fads and Mimetic Desire (15:35) – The Hedonic Treadmill and Financial Contentment (21:41) – Understanding Behavioral Loss Tolerance (32:03) – The Spectrum of Risk Tolerance (38:51) – Money Scripts and Financial Behavior (42:33) – The Importance of Emotional Discipline (47:31) – Identity Shift in Retirement (01:04:53) – DIY Investing and Self-Compassion Key Topics Discussed: The Best Interest, Jesse Cramer, Wealth Management Rochester NY, Financial Planning for Families, Fiduciary Financial Advisor, Comprehensive Financial Planning, Retirement Planning Advice, Tax-Efficient Investing, Risk Management for Investors, Generational Wealth Transfer Planning, Financial Strategies for High Earners, Personal Finance for Entrepreneurs, Behavioral Finance Insights, Asset Allocation Strategies, Advanced Estate Planning Techniques Mentions: Website: https://yourbrainonmoney.substack.com/ LinkedIn: https://www.linkedin.com/in/hanna-riley-horvath/ Mentions: https://bestinterest.blog/fad/ https://bestinterest.blog/eat-drink-and-be-content/ https://bestinterest.blog/behavioral-loss-tolerance/ More of The Best Interest: Check out the Best Interest Blog at https://bestinterest.blog/ Contact me at jesse@bestinterest.blog Consider working with me at https://bestinterest.blog/work/ The Best Interest Podcast is a personal podcast meant for education and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.  

God's Debris: The Complete Works, Amazon https://tinyurl.com/GodsDebrisCompleteWorksFind my "extra" content on Locals: https://ScottAdams.Locals.comContent:Politics, Charlie Kirk, Van Jones, Governor Pritzker, Elizabeth Warren, Matthew Dowd, Republicans Hunted, President Obama, Stephen Miller, Terry Wilson BLM, TMZ Cheer, Hypnotized democrat Celebrations, Mike Cernovich, Reid Hoffman, Risk Tolerance, democrat Leadership, Elon Musk, Matt Von Swol, President Trump, Code Pink Protesters, PM Netanyahu, Risk Management, Recency Bias, Palmer Luckey, Ryan Routh Trial, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.

What if your retirement plan is built on assumptions you’ve never questioned? In this episode of Your Retirement Radio Podcast, Kevin Madden breaks down risk tolerance, inherited IRAs, and the myth of the “magic number” for retirement. With real-life examples and a relaxed, conversational tone, Kevin explores how personalized planning—not guesswork—can bring clarity and confidence to your financial future. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

Exploring the Impact of Behavior on Your Investment Journey

Is your retirement plan missing out on today’s high interest rates? In this episode of Your Retirement Radio Podcast, Kevin Madden breaks down how fixed annuities can offer guaranteed income and tax-deferred growth—even as rates begin to slide. Learn how retirees are upgrading old contracts, balancing risk, and using personalized strategies to protect their future. Whether you're cautious or aggressive, understanding your financial position is key to navigating market volatility. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

Is “just one more year” costing you your best retirement moments? In this episode of Retirement For Living, JoePat Roop explores the emotional and financial traps that delay retirement, the limitations of the 4% rule, and the risks of overexposure to tech stocks. He shares real-life stories and explains why flexible, personalized planning—especially around taxes and income—is key to making retirement work for your lifestyle. If you’ve saved enough but still hesitate, this episode is your call to clarity. For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com! Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

What do potty training and retirement planning have in common? More than you think. In this episode, Steve Hoyl and Derrick Caldwell of the Hoyl Financial Group unpack the realities of risk tolerance, procrastination, and the “Texas Two-Step” approach to building a solid retirement strategy. From sticker charts to estate plans, they explore how small, consistent steps can lead to big financial wins—and why starting early matters more than ever. Whether you're nearing retirement or just starting to think about it, this episode offers grounded insights without the fluff. Get Your Complimentary Retirement Analysis Social Media: Facebook | XSee omnystudio.com/listener for privacy information.

Keywordscybersecurity, product management, career development, market strategy, customer insights, hacking, music, team building, startup life, risk management  SummaryIn this episode of No Password Required, host Jack Clabby and co-host Kayleigh Melton engage in a lively conversation with John Shipp, a product strategist at Rapid7. They explore John's unique journey from a metalhead to a cybersecurity expert, discussing the importance of passion in career development, the intricacies of product management, and the significance of customer insights in shaping cybersecurity solutions. John shares his early experiences in hacking, the influence of music on his life, and the value of building strong teams and company culture. The episode concludes with a fun segment called the Lifestyle Polygraph, where John answers quirky questions about his ideal cyber team and his dream day with Ric Flair.  TakeawaysBeing a metalhead prepares you for the boardroom.You can follow your passion and thrive in your career.Product management involves understanding customer needs and market dynamics.Curiosity is a key driver in the tech field.Great teams are built on strong leadership and culture.Startup life requires a willingness to take risks.Networking and building relationships are crucial in cybersecurity.Understanding your risk appetite is important when considering career moves.Music can be a significant influence on personal and professional life.Mentorship and sharing knowledge are vital for growth in the industry. TitlesFrom Metal to Management: A Cybersecurity JourneyPassion and Profession: Finding Your Path in Cybersecurity Sound bites"You can follow your passion and thrive.""I learned security at scale.""Curiosity drives my passion for tech." Chapters00:00 Introduction to Cybersecurity and Personal Journeys02:49 The Role of Passion in Career Development05:21 Navigating Product Management and Market Strategy08:23 The Evolution of Cybersecurity Skills11:37 The Importance of Customer Insights in Product Development14:35 Early Experiences in Hacking and Cybersecurity17:24 The Influence of Music on Personal and Professional Life20:19 Building Teams and Company Culture23:10 Startup Life and Risk Management26:08 Lifestyle Polygraph: Fun Questions and Insights29:13 Final Thoughts and Connections 

When you're building a company, it's tempting to obsess over tactics. What to put in your deck, who to pitch next, which lever to pull. But that's not what separates the founders who break through from the ones who burn out. It's not tactics, it's tolerance. Your tolerance for risk, rejection, ambiguity, and delayed wins is the true edge in early-stage entrepreneurship. When fundraising is slower and the pressure's higher, your ability to keep going without quick results is everything. The founders who survive and grow are the ones who can hold their nerve when things get messy or quiet. How do you determine how much risk and uncertainty you can handle? How do you overcome the fear of wasting your time? In this episode, I'm sharing 3 simple but powerful questions to help you build that tolerance muscle, shift your mindset, and keep showing up even when it feels like nothing's working. Topics Covered; Why “risk” is subjective, and how that shapes your entrepreneurial journey The two types of risk founders must weigh How surviving failure once eliminates the fear of it happening again How to lead with borrowed belief and the most important asset in a pitch The emotional cost of inaction     About Your Host Jayla Siciliano, Shark Tank entrepreneur turned real estate investor, excels in building brands, teams, and products. CEO of a bi-coastal luxury short-term rental company, she also hosts the Seed Money Podcast, where she's on a mission to help early-stage entrepreneurs turn their ideas into reality!    Connect: Website: https://seedmoneypodcast.com/ Instagram: https://www.instagram.com/jaylasiciliano/ Subscribe and watch on YouTube https://www.youtube.com/@seedmoneypodcast/    Please rate, follow and review the podcast on https://podcasts.apple.com/us/podcast/seed-money/id1740815877 and https://open.spotify.com/show/0VkQECosb1spTFsUhu6uFY?si=5417351fb73a4ea1/! Hearing your comments and questions helps me come up with the best topics for the show!   The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice.  

In a sector that thrives on purpose yet struggles with burnout, Paul Hanscom, Chief Growth Officer at Ewald Consulting, unpacks what happens when nonprofits become risk-averse after a crisis—and the surprising costs of playing it safe.This conversation is a powerful challenge to nonprofit leaders: don't retreat. The world is still changing—rapidly—and the organizations that will thrive are those who remember what got them through the last storm and are brave enough to face the next one head-on.Paul, a Certified Association Executive (CAE), begins with a reflection on 20 years of working with nonprofit boards and executives. His insights span not just the tactical, but the philosophical: What is lost when an organization, once agile and responsive during the pandemic, slips back into indecision and overly cautious governance?As Paul notes, “We've opened up people's eyes and created new opportunities… they don't want to go back to the way things used to be.” This sentiment fuels the entire conversation—a reminder that organizations grew stronger by being nimble, collaborative, and bold during the pandemic. Now, many are at risk of losing that momentum.Paul addresses executive burnout and decision fatigue. Boards are often leaning harder on Executive Directors and CEOs, who are caught between exhausted staff and cautious boards. As Paul puts it, “The turnover rates for executive directors have never been higher.” This reality points to the need to reassess organizational culture—not with fear, but with clarity and courage.This dynamic discussion considers the root of the sector's current malaise. Is it fatigue? Fear? Habit? The answer, Paul suggests, lies in building a risk-aware culture—where calculated experimentation is embraced, failure is allowed within reason, and data is balanced with decisiveness. He shares a compelling example of a board reluctant to shift from a “C” level initiative to an “A” one, simply out of fear they'd land at an “F.” The longer they waited, the more performance declined. It's a parable many in the sector will recognize.Perhaps the most valued idea comes toward the end: technology will change, funding will fluctuate, but what remains is the need for belonging. Paul makes the case that associations—and nonprofits writ large—are uniquely positioned to fulfill that human desire for connection, identity, and authenticity. “There's nothing quite like it elsewhere,” he says, “and the clearer we can communicate that to the world, the more we resonate.”Find us Live daily on YouTube!Find us Live daily on LinkedIn!Find us Live daily on X: @Nonprofit_ShowOur national co-hosts and amazing guests discuss management, money and missions of nonprofits! 12:30pm ET 11:30am CT 10:30am MT 9:30am PTSend us your ideas for Show Guests or Topics: HelpDesk@AmericanNonprofitAcademy.comVisit us on the web:The Nonprofit Show

Financial advisors may misjudge some clients' risk tolerance. Standard questionnaires often fall short - potentially leading to investment decisions that could prove costly over time. Mark Hulbert, Investment Columnist for - The Wall Street Journal, Barron's & MarketWatch dot-com in Washington joins Andy Dahn on the WBBM Noon Business Hour to explain...

A preview of the busy week ahead on Wall Street, Chicago's Mag Mile shows signs of recovery and some Financial advisors may misjudge some clients' risk tolerance.

In this week's episode, Joe McNamara and John Byrne examine significant shifts in the regulatory landscape, starting with a tribute to compliance leader Anna Rentschler. They dive into concerning changes to FCPA enforcement guidance that critics say abandons universal ethical standards, the OCC's unusual LinkedIn post signaling increased risk tolerance for banks, and growing threats to the Corporate Transparency Act. The discussion moves internationally to cover the UK's crypto asset sanctions compliance findings, the EU's latest money laundering risk assessment highlighting fintech vulnerabilities, and an FBI advisory on the Scattered Spider cybercriminal group.

“Use the Rule of 100 to assess your risk tolerance and ensure your retirement income remains stable.”

Leaving a job? Don’t leave your 401(k) behind. In this episode, Frank and Frankie Guida break down what really happens to your retirement savings when you change employers—and why doing nothing could cost you. From rollover options and tax implications to real-life case studies, they explore how a 401(k) x-ray can uncover hidden risks and opportunities. Whether you're mid-career or nearing retirement, this episode helps you take control of your financial future. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTube See omnystudio.com/listener for privacy information.

Welcome to episode #994 of Six Pixels of Separation - The ThinkersOne Podcast. Vicki Tan has designed experiences for some of the most influential companies in the world (Pinterest, Airbnb, Headspace, Lyft, Google) and her work has always focused on helping people make better choices in complex environments. Her new book, Ask This Book A Question, continues that mission in a radically creative form. This isn't your typical self-help guide. It's an interactive journey through the beautiful mess of human decision-making, shaped by the science of cognitive bias, the power of storytelling and the playfulness of visual design. Vicki explores how our mental shortcuts shape everything - from whether we leave our job to how we fall in love - and how reframing our questions can unlock more clarity than any answer ever could. She talks about the tension between intuition and logic, the real-world costs of not understanding our own biases and the way interface design and behavior design intersect in both delightful and dangerous ways. In this epsiode, she also digs into the deeper story behind the book: How she collaborated with artists to visualize psychological concepts and why she believes our decisions deserve more compassion than critique. This episode is for anyone who's ever overthought a text message… or stood paralyzed in a grocery aisle… or wondered why being human feels so confusing sometimes. Which is to say: it's for all of us. Enjoy the conversation… Running time: 54:55. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Six Pixels of Separation. Feel free to connect to me directly on Facebook here: Mitch Joel on Facebook. Check out ThinkersOne. or you can connect on LinkedIn. ...or on X. Here is my conversation with Vicki Tan. Ask This Book A Question. Follow Vicki on Instagram. Follow Vicki on LinkedIn. Chapters: (00:00) - Introduction to Vicki Tan and Her Journey. (02:57) - Balancing Work and Writing. (05:55) - Understanding Product Design. (08:56) - The Role of Luck in Career Success. (12:00) - The Importance of Asking Questions. (15:01) - The Process of Writing a Book. (17:49) - Cognitive Biases and Decision Making. (20:52) - Cultural Perspectives on Risk. (24:10) - Engaging with the Book and Its Purpose. (28:23) - The Polarization of Society and Technology's Role. (29:16) - The Evolution of Music Consumption and Its Implications. (32:16) - Designing for the Future: The Role of Creators. (37:25) - Risk Tolerance and the Art of Quitting. (41:41) - Navigating Decision Fatigue in a Complex World. (46:08) - The Impact of AI on Decision Making. (52:20) - Understanding Time and Decision Making in a Vortex of Choices.

What do baby watch and retirement planning have in common? Both come with nerves—and the need for a solid plan. In this episode, Frank and Frankie Guida dive into the emotional and financial uncertainties that come with approaching retirement. They break down how rising interest rates, market volatility, and outdated portfolio strategies can put your savings at risk. You’ll hear real-life examples of how adjusting risk tolerance and rebalancing investments can protect your future without sacrificing returns. Schedule a complimentary appointment: A Better Way Financial CLICK HERE to register for one of our upcoming Tax-Smart Retirement Planning Dinner Workshops. Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.” Follow us on social media: Facebook | LinkedIn | YouTubeSee omnystudio.com/listener for privacy information.

On this episode of Your Retirement Radio Podcast, Kevin discusses the implications of potential tax changes on Social Security, the resilience of the economy amidst market volatility, and the importance of understanding investment risks in retirement. The conversation also covers the transition from traditional pensions to 401(k) plans and emphasizes the need for a sustainable retirement income strategy. Get Your Complimentary Retirement Roadmap Your roadmap will include: A retirement income strategy A test to see how long your money will last A tax-planning strategy See omnystudio.com/listener for privacy information.

SummaryIn this episode, David Young shares his unconventional journey from studying ancient Greek to becoming a successful entrepreneur in the tech industry. He discusses the evolution of cloud computing, the importance of a liberal arts education, and how innovation often stems from identifying obvious solutions. David emphasizes the significance of risk management in entrepreneurship, the necessity of knowing when to exit a business, and the growing relevance of open source solutions in today's digital landscape.TakeawaysDavid Young's background in ancient Greek shaped his unique perspective in technology.The best products often arise from personal needs and experiences.Open source software is crucial for flexibility and cost savings in business.Education should focus on abstract skills rather than just practical tasks.Innovation can be about repackaging existing ideas in new ways.Listening to customer feedback is essential for product development.Entrepreneurship requires a willingness to take risks and embrace uncertainty.Finding the right team is vital for entrepreneurial success.Exiting a business should be a thoughtful decision based on various factors.Open source solutions can enhance privacy and digital sovereignty for businesses.Chapters00:00 David Young's Unique Journey into Technology03:06 The Entrepreneurial Path: Lessons from Early Ventures11:11 The Value of Liberal Arts in Tech21:06 Innovation: Finding New Paths in Old Ideas29:59 Connecting People and Ideas31:07 Building for Yourself vs. Market Needs32:43 Understanding MVP: Minimal Viable Payment34:41 The Importance of Customer Feedback39:45 Pursuing Passion vs. Practicality43:17 Knowing When to Exit47:18 Risk Tolerance and Personal Growth53:31 Leveraging Open Source for BusinessCredits:Hosted by Michael Smith and Ryan RoghaarProduced by Ryan RoghaarTheme music: "Perfect Day" by OPM The Carton:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://medium.com/the-carton-by-eggs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Feature with Zack Chmeis of Straight Method up now! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://medium.com/the-carton-by-eggs/zack-chmeis-35dae817ac28⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ The Eggs Podcast Spotify playlist:bit.ly/eggstunesThe Plugs:The Show: eggscast.com@eggshow on twitter and instagramOn iTunes: itun.es/i6dX3pCOnStitcher: bit.ly/eggs_on_stitcherAlso available on Google Play Music!Mike "DJ Ontic":Shows and info:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠djontic.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@djontic on twitterRyan Roghaar:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rogha.ar

Retirement Expert James Conole @RootFP breaks down how to retire wealthy with smart strategies around tax-free income, 401(k)s, Roth conversions, investment risk, Social Security, and the psychology of spending in retirement. Plus, we debate whole life insurance vs. bond alternatives, explore annuities, reverse mortgages, and the surprising ways legacy and lifestyle planning shape long-term wealth.Check out James Conole's Channel: @RootFP Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault00:00 Intro02:36 The Importance of Financial Planning04:47 Framework for Retirement Planning12:44 Understanding Cash Flow and Inflation17:44 Investment Strategies and Risk Management21:27 Typical Withdrawal Rate For 5 Years32:34 Understanding Root Reserves36:21 Risk Tolerance vs. Risk Capacity39:20 James Conole's Liquid Investments44:48 Exploring Annuities and Their Benefits48:52 Tax Advantages52:49 Retirement As an Income Strategy57:31 Navigating Reverse Mortgages01:01:44 Cashflow in Financial Planning01:04:10 Gold and Precious Metals01:07:25 Debt Management and Financial Strategies01:08:25 Tax Planning for Retirement01:21:11 Business Or Invesments01:27:00 Finding Purpose and Intentional Living______________________________________________ Learn More About BetterWealth: https://betterwealth.com====================DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice.Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this episode of the Glide Longevity Podcast, Dr. Jeffrey Gladden and financier Kevin Gray discuss the intersection of longevity and finance. They explore how longevity impacts financial planning, the importance of understanding risk capacity versus risk tolerance, and the evolving concept of retirement. The conversation also delves into the implications of AI on the job market and investment strategies during uncertain times, emphasizing the need for continuous engagement and proactive planning in both health and wealth management. In this conversation, Kevin Gray and Dr. Jeffrey Gladden explore the evolving concept of retirement, emphasizing the shift towards a more engaged and fulfilling life post-career. They discuss the importance of work-life balance, the need for strategic tax planning, and the integration of wealth and estate planning. The role of family offices in managing wealth and adapting to a changing financial landscape is highlighted, along with the necessity of personalized strategies for first-time wealth creators. The discussion culminates in the holistic approach to health and wealth, underscoring the significance of longevity in financial planning.   For Audience ·       Use code 'Podcast10' to get 10% OFF on any of our supplements at https://gladdenlongevityshop.com/ !    Takeaways        Longevity impacts both health and financial planning.        Understanding risk capacity versus risk tolerance is crucial.        Retirement is evolving; continuous engagement is key.        Health investments can yield exponential returns.        AI will significantly change the job market.        Market timing is risky; dollar cost averaging is safer.        Planning for taxes is essential in financial strategies.        Personal health insights can reshape financial planning.        Investment strategies should adapt to market dynamics.        Wealth management must align with longevity goals. Retirement is evolving into a choice for continued engagement.        Clients often become busier and more fulfilled post-retirement.        Tax strategies are crucial for funding longevity services.        Asset location can significantly impact tax management.        Estate planning must align with long-term financial goals.        Family offices provide comprehensive wealth management solutions.        Adapting to a changing financial landscape is essential.        Personalized strategies are key for first-time wealth creators.        Health and wealth should be viewed holistically.        Longevity is becoming a central theme in financial planning.   Chapters 00:00 Introduction to Longevity and Finance 02:59 Risk Capacity vs. Risk Tolerance 05:50 Personal Health and Financial Planning 08:52 Reframing Retirement 12:00 The Role of AI and Market Dynamics 15:09 Investment Strategies in Uncertain Times 17:56 The Future of Work and Wealth 25:01 Redefining Retirement: The New Paradigm 27:04 Architecting Transitions: Work-Life Balance and Fulfillment 29:30 Tax Strategies for Longevity Services 32:02 Asset Location and Tax Management 34:28 Integrating Wealth and Estate Planning 37:17 The Role of Family Offices in Wealth Management 40:02 Adapting to a Changing Financial Landscape 42:52 Creating Personalized Wealth Strategies 46:07 Health and Wealth: A Holistic Approach 50:44 The Future of Longevity and Health Funding   To learn more about Kevin Gray: Email: kevin.gray@veracitycapital.com Website: veracitycapital.com LinkedIn: https://www.linkedin.com/company/veracity-capital/ Reach out to us at:    Website: https://gladdenlongevity.com/     Facebook: https://www.facebook.com/Gladdenlongevity/    Instagram: https://www.instagram.com/gladdenlongevity/?hl=en     LinkedIn: https://www.linkedin.com/company/gladdenlongevity    YouTube: https://www.youtube.com/channel/UC5_q8nexY4K5ilgFnKm7naw  

What if building wealth wasn't just about numbers, but about knowing yourself, trusting your gut, and playing the long game with intention? In this episode of The Greatness Machine, Darius sits down with Tamar Hermes—wealth coach, real estate maven, and founder of Wealth Building Concierge—for a masterclass in intuitive investing. With a blend of grounded wisdom and sharp strategy, Tamar unpacks how she measures risk not by rigid formulas, but by asking one bold question: “How much can I lose without being destitute?” From there, she takes us on a journey through her investing mindset, why she breaks free from the traditional “net worth percentage” playbook, and how real estate became her favorite tool for building lasting, generational wealth. In this episode, Darius and Tamar will discuss: (00:00) Introduction and Guest Introduction (02:28) Tamar's Origin Story and Early Experiences with Money (06:29) The Impact of Family Background on Money Mindset (09:33) Fear and Trust in Money Management (13:03) Transitioning from Scarcity to Abundance Mindset (15:50) The Skills of Making and Keeping Money (20:29) Learning from Investment Mistakes (23:40) Money as Energy and Its Flow (28:46) Upcoming Mentorship Program for Women (29:13) Empowering Women in Wealth Management (31:06) Personal Investment Journeys and Risk Tolerance (33:45) Understanding Investment Personalities (37:43) Investment Strategies and Risk Management (41:01) Capital Allocation: The Single, Double, Triple Approach (46:18) Navigating Current Economic Challenges (52:51) Transitioning from Employee to Entrepreneur (57:06) Overcoming Barriers to Greatness Tamar Hermes is the founder of Women Growing Wealth, a dynamic platform empowering high-achieving women to invest with confidence, grow real wealth, and build thriving portfolios—strategically and in community. With over 25 years of experience and an 8-figure personal portfolio, Tamar specializes in passive investing, real estate scaling, and smart tax strategies that yield long-term security and 10%+ annual returns. She's the bestselling author of "The Millionaire's Mentality" and the driving force behind the Investor Mastermind, where hundreds of women have transformed their financial lives. Tamar's mission? To help women stop playing small and start building wealth with clarity, courage, and community. Sponsored by: Huel: Try Huel with 15% OFF + Free Gift for New Customers today using my code greatness at https://huel.com/greatness. Fuel your best performance with Huel today! Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/DARIUS. NPR Tech Unheard Podcast: Tune into Tech Unheard from Arm and NPM—wherever you get your podcasts. Shipstation: Go to shipstation.com and use code GREATNESS to sign up for your FREE trial. Shopify: Sign up for a $1/month trial period at shopify.com/darius.  Connect with Tamar: Website: https://womengrowingwealth.com/  LinkedIn: https://www.linkedin.com/in/tamar-hermes-53b9114a Email: tamar@womengrowingwealth.com Book: https://tamarbook.com/ Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://therealdarius.com/youtube Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Join Nick and Tyler as they interview Nate Spearing, a former Army Special Forces operator turned custom home builder, exploring the parallels between military discipline and entrepreneurial success. The conversation delves deep into Nate's personal philosophy of balancing business growth, family values, and the importance of creating meaningful experiences while maintaining resilience and purpose. Episode Outline: Nick Schiffer's Introduction and Guest Background (0:00) Sponsor Mentions and Podcast Structure (2:28) Relatable Experiences and Industry Challenges (5:16) Balancing Business and Personal Life (7:08) Risk Tolerance and Business Decision-Making (8:16) Military Background and Business Adaptation (8:30) Internal and External Motivation (9:27) Building a Unique Business (1:28:19) Personal and Professional Growth (1:28:35) Final Thoughts and Future Plans (1:28:52) Balancing Work and Personal Life (1:29:12) Creating a Stress-Free Environment (1:29:29) Teaching Children Valuable Skills (1:29:43) Balancing Work and Personal Growth (1:30:02) Leveraging Media and Technology (1:30:18) Final Thoughts and Recommendations (1:30:51) Watch this episode on Youtube: https://youtu.be/Tvft1mAPnY0 Partners:  Andersen Windows Buildertrend Velux The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts:  Nick Schiffer  Tyler Grace  Podcast Produced By: Motif Media