Podcasts about Smart Money

  • 1,059PODCASTS
  • 2,352EPISODES
  • 34mAVG DURATION
  • 1DAILY NEW EPISODE
  • Apr 19, 2025LATEST

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about Smart Money

Show all podcasts related to smart money

Latest podcast episodes about Smart Money

The Steve Harvey Morning Show
Info You Can Use: Sharing knowledge about tax misconceptions and smart money management.

The Steve Harvey Morning Show

Play Episode Listen Later Apr 19, 2025 33:24 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Lynn Richardson. She comes to the rescue this tax season! With years of experience as a trusted Financial advisor, she's here to set the record straight on business ownership and personal finance. Many entrepreneurs fall victim to common financial myths, but Lynn is breaking them down one by one. From tax misconceptions to smart money management, she's sharing the knowledge you need to WIN. Don't miss this insightful conversation that could change the way you handle your finances forever! #STRAW #BEST #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Strawberry Letter
Info You Can Use: Sharing knowledge about tax misconceptions and smart money management.

Strawberry Letter

Play Episode Listen Later Apr 19, 2025 33:24 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Lynn Richardson. She comes to the rescue this tax season! With years of experience as a trusted Financial advisor, she's here to set the record straight on business ownership and personal finance. Many entrepreneurs fall victim to common financial myths, but Lynn is breaking them down one by one. From tax misconceptions to smart money management, she's sharing the knowledge you need to WIN. Don't miss this insightful conversation that could change the way you handle your finances forever! #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.

Best of The Steve Harvey Morning Show
Info You Can Use: Sharing knowledge about tax misconceptions and smart money management.

Best of The Steve Harvey Morning Show

Play Episode Listen Later Apr 19, 2025 33:24 Transcription Available


Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Lynn Richardson. She comes to the rescue this tax season! With years of experience as a trusted Financial advisor, she's here to set the record straight on business ownership and personal finance. Many entrepreneurs fall victim to common financial myths, but Lynn is breaking them down one by one. From tax misconceptions to smart money management, she's sharing the knowledge you need to WIN. Don't miss this insightful conversation that could change the way you handle your finances forever! #STRAW #BEST #SHMSSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

YAP - Young and Profiting
Jean Chatzky: How to Unlock Wealth and Maximize Your Earnings | Finance | YAPClassic

YAP - Young and Profiting

Play Episode Listen Later Apr 18, 2025 59:24


Determined to master her messy personal finances, Jean Chatzky immersed herself in learning about finance, financial freedom, and investing. She worked on Wall Street to understand the stock market, then transitioned to financial journalism. After being fired for being “too expensive,” she turned her side hustles into HerMoney—a safe space where women can build wealth and take control of their money. In this episode, Jean shares actionable insights on achieving financial freedom and building lasting confidence around money. In this episode, Hala and Jean will discuss: (00:00) Introduction 01:12 From Journalism to Financial Expertise 03:06 Skill Stacking 06:38 The Gender Wage Gap 11:21 Women Controlling Wealth and Spending 20:07 Navigating Relationships and Success 27:03 Women and Investing 30:09 The Importance of Financial Freedom 31:36 Homeownership: Is It Worth It? 35:47 Understanding Your Money Type 40:15 Budgeting and Avoiding Overspending 42:39 Strategies for Paying Down Debt 44:33 Improving Your Credit Score 47:34 Investing Wisely Jean Chatzky is the CEO and co-founder of HerMoney Media, a digital platform focused on enhancing financial planning, literacy, and wellness among women. She is an award-winning personal finance journalist, bestselling author, and host of the HerMoney podcast. With a background that spans Forbes, SmartMoney, and a 25-year tenure on NBC's Today show, she has earned many accolades, such as the Gracie Award for Outstanding Host. She has authored multiple bestselling books, including Women with Money and Pay It Down! She frequently appears on major platforms like CNN, MSNBC, and The Oprah Winfrey Show.  Sponsored By: Indeed - Get a $75 sponsored job credit at indeed.com/profiting Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify Microsoft Teams - Stop paying for tools. Get everything you need, for free at aka.ms/profiting Mercury - Streamline your banking and finances in one place. Learn more at mercury.com/profiting LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/profiting Bilt Rewards - Start paying rent through Bilt and take advantage of your Neighborhood Benefits™ by going to joinbilt.com/PROFITING. Airbnb - Find yourself a co-host at airbnb.com/host Active Deals - youngandprofiting.com/deals       Key YAP Links Reviews - ratethispodcast.com/yap  Youtube - youtube.com/c/YoungandProfiting  LinkedIn - linkedin.com/in/htaha/  Instagram - instagram.com/yapwithhala/  Social + Podcast Services - yapmedia.com   Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, entrepreneurship podcast, Business, Business podcast, Self Improvement, Self-Improvement, Personal development, Starting a business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side hustle, Startup, mental health, Career, Leadership, Mindset, Health, Growth mindset, Finance, Financial, Personal Finance, Wealth, Stock Market, Scalability, Investment, Financial Freedom, Risk Management, Financial Planning, Business Coaching, Finance podcast, Investing, Saving

Cortburg Speaks Retirement
8 Smart Money Moves for HENRYs in a Volatile Market

Cortburg Speaks Retirement

Play Episode Listen Later Apr 16, 2025 6:15 Transcription Available


HENRYs—High Earners, Not Rich Yet—face unique financial challenges despite strong incomes.  In this episode, Certified Retirement Counselor Miguel Gonzalez shares 8 key money management and investing strategies to help HENRYs build wealth and stay confident in volatile markets.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#HENRY #HighEarnerNotRichYet #MoneyTips #InvestingSmart #FinancialPlanning #RetirementPlanning #MiguelGonzalez #CortburgAdvisors #WealthBuilding #MarketVolatility #EmergencyFund #DebtManagement #DiversifyInvestments #FinancialWellness #SmartMoneyMoves #YoungProfessionalsFinance #MillennialMoney #FinancePodcast #LongTermInvesting #StayInformedWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com

The 5 to 9 Podcast
#032: Money Talk for Creatives: Building Financial Confidence with Samantha Eck

The 5 to 9 Podcast

Play Episode Listen Later Apr 16, 2025 60:15 Transcription Available


In this episode, I sit down with Samantha Eck—a former creative turned fractional CFO—for a candid conversation about something we don't talk about enough in the art world: money. Whether you're just starting your creative business or working to grow it full-time, this episode is here to help you ditch the shame, understand your numbers, and feel more confident managing your finances. We talk about: How Samantha's creative background led her to become a fractional CFO for artists and entrepreneurs Why financial literacy is a game-changer for growing a creative business How to reframe budgeting as a tool for freedom, not restriction The emotional side of spending—and how to navigate it with compassion Setting financial goals that actually support your big dreams Why “money dates” should be on your calendar How to know when it's time to bring a financial professional onto your team The power of celebrating financial milestones (no matter how small!) What every side hustler should know before going full-time This is a must-listen for creatives who want to build a sustainable business and a healthy relationship with money—without feeling overwhelmed or behind. Tools and takeaways: Tracking your numbers helps you make empowered decisions You deserve to be paid for your work Start with monthly money check-ins—even if it's just you Awareness around emotional spending can change everything Budgeting doesn't have to feel heavy—it can actually feel freeing Connect with Samantha Eck Website: https://firestormfinance.com/ Instagram: @firestormfinance Podcast: Creative Minds, Smart Money

Limit Free Life with Michelle Perkins
EP 174: "3 Smart Money Moves For A Shaky Economy"

Limit Free Life with Michelle Perkins

Play Episode Listen Later Apr 14, 2025 16:16


EP 174: "3 Smart Money Moves For A Shaky Economy"

Money with Mission Podcast
Financial Nesting, Investing, and Partnering: Smart Money Moves for Every Season with Sophia Yudkowsky

Money with Mission Podcast

Play Episode Listen Later Apr 9, 2025 41:40


What truly shapes our money mindset—and how can we reshape it? In this compelling conversation, Dr. Felecia Froe sits down with certified financial planner Sophia Yudkowsky to explore the roots of our beliefs about money, how family culture and early experiences inform our financial habits and the empowering role of objective financial guidance. From navigating first jobs and 401(k)s to preparing financially for significant life events like marriage and children, Sophia shares practical strategies and more profound reflections.    The episode offers a blend of heartfelt storytelling and tactical wisdom, inviting listeners to reframe their relationship with money, get comfortable asking for help, and, ultimately, embrace the power of informed financial planning.   04:07 Sophia's Financial Journey 05:49 Family Culture and Money 10:30 Financial Planning and Early Career 13:12 Preparing for Parenthood 15:19 Investment Strategies and Options 22:03 Building After-Tax Dollar Buckets 22:25 Understanding Roth IRAs 23:03 Concerns About Government Control 23:44 Importance of Diversifying Investments 24:27 Working with Financial Advisors 25:29 Addressing Money Shame 27:43 Financial Planning for Couples 29:57 Choosing the Right Financial Advisor 31:07 Managing 401k Investments 34:19 How Financial Advisors Get Paid 37:42 Financial Nesting for New Parents  

The Small Business Mentor Podcast by Alan Pentz
Beyond Cannabis: Why Smart Money is Betting on Psychedelic Wellness | Tiffany Hurd and Rachel Pastor

The Small Business Mentor Podcast by Alan Pentz

Play Episode Listen Later Apr 8, 2025 34:55


In this episode of Small Business Black Holes, host Alan Pentz explores the emerging business opportunities in psychedelic wellness with Golden Rule representatives Tiffany Hurd and Rachel Pastor. They dive deep into how microdosing is transforming mental health and peak performance, examining everything from business models and regulatory challenges to product development and market evolution. Whether you're curious about alternative approaches to business innovation or interested in emerging healthcare markets, this conversation offers valuable insights into navigating complex regulatory environments while building a purpose-driven company. Discover how this Colorado-based business is pioneering new paths in an industry projected to reach $3.3 billion, while maintaining focus on their mission to transform lives.

More Than Money
Episode 354 | You Won't Regret These 5 Smart Money Moves For April

More Than Money

Play Episode Listen Later Apr 7, 2025 30:37


Welcome to April! This month's Smart Money Moves are inspired by comments from the More Than Money Facebook Group, where members shared their regretful financial decisions. Get ready for an amazing April with 5 Smart Money Moves!Resources: 8 Money MilestonesAsk a Money Question!

Wealthion
Larry McDonald: Investors Fleeing U.S. Markets - Where the Smart Money Is Going | Part II

Wealthion

Play Episode Listen Later Apr 4, 2025 32:27


Are the U.S. and global markets on the edge of a massive regime change? In this high-impact Part II, The Bear Traps Report founder and bestselling author Larry McDonald shares with James Connor a dire warning: U.S. sanctions and Trump's tariffs are forcing global central banks to ditch U.S. treasuries for gold, the dollar is entering a structural decline, and a coming economic slowdown could pull the S&P 500 down to the low 4,000s. He breaks down where capital is headed and why gold, silver, oil, and emerging markets will be the big winners. Then, Rocklinc's Jonathan Wellum shares his thoughts on Larry's interview and his firm's portfolio strategy. He explains why he holds nearly 30% cash, favors investing in royalty companies over miners, and avoids European exposure in favor of select value stocks. The conversation also tackles reshoring, structural inflation, Trump's likely economic pivot, and what investors should do now to prepare. Chapters: 0:24 - Golden Rush: Is It Time to Bet Big on Precious Metals? 1:37 - Sanction Shockwaves: Why Central Banks Are Forced into Gold 2:25 - Mining for Value: Gold Stocks Trading at Bargain Prices 3:29 - The Gold Paradox: Why Aren't Miners Keeping Up? 5:27 - Silver's Great Frustration: Will It Ever Shine Again? 6:57 - What's Next for the Fed Under Trump? 8:07 - Dollar in Decline: Is the US Currency Losing Its Grip? 9:48 - America's Manufacturing Meltdown: Jobs Gone Overseas 10:26 - Recession Red Flags: Preparing for the Big US Slowdown 11:16 - Canada: Emerging Market or Economic Misstep? 12:22 - Wall Street Secrets: Behind the Scenes with Top Investors 14:53 - Jonathan Wellum Shares His Thoughts On Larry's Insights 19:35 - Investing in Uncertainty: Picking Winners and Holding Cash 24:22 - Crash or Correction? Predicting the Next Market Move 26:09 - Canada's Crossroads: Critical Election and Economic Realities If you missed part I of this insightful interview, watch it here: https://youtu.be/BAAobevohdI Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/41WYWTY Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Gold #Silver #HardAssets #Macroeconomics #MarketCrash #Recession #FedPivot #DollarCrisis #CentralBanks #Commodities #EmergingMarkets #ValueInvesting #PortfolioStrategy #InterestRates #StockMarket ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sharp & Benning
Smart Money, Smart Portalling – Segment 5

Sharp & Benning

Play Episode Listen Later Apr 3, 2025 5:40


Nebrasketball has to be strategic when buying a new team in the offseason.

Street Soldiers
04-06-25 SMART MONEY MOVES

Street Soldiers

Play Episode Listen Later Apr 3, 2025 37:13


04-06-25 SMART MONEY MOVES by Lisa Evers HOT97

The Greatness Machine
345 | Adam Dell | Smart Money Moves: How to Take Control of Your Financial Future

The Greatness Machine

Play Episode Listen Later Apr 2, 2025 62:09


Managing money shouldn't be complicated—but for many high earners, the traditional wealth management system feels more like a maze than a roadmap to success. In this episode of The Greatness Machine, Darius sits down with Adam Dell, founder of Domain Money, to explore how financial planning can be simplified for high-earning professionals. Adam shares insights on why traditional wealth management often falls short, the importance of a clear financial roadmap, and how Domain Money is transforming the industry with a transparent, flat-fee approach. In this episode, Darius and Adam will discuss: (00:00 Introduction to Adam Dell and His Journey (04:45) The Evolution of Entrepreneurship (10:12) Navigating Exits and Corporate Transitions (14:58) The Importance of Feedback and Iteration (19:55) Diverse Ventures and Problem Solving (24:50) Wealth Management and Domain Money's Mission (27:20) The Evolution of Wealth Management (30:06) Understanding Domain Money's Target Audience (33:47) Differentiating Domain Money from Traditional Advisors (40:11) The A La Carte Approach to Financial Planning (44:55) Navigating Investment Decisions and Market Trends (49:12) Future Aspirations for Domain Money Adam Dell is the Founder and CEO of Domain Money and a serial entrepreneur with four successful exits, including Clarity Money (Goldman Sachs), MessageOne (Dell), Buzzsaw (Autodesk), and Civitas Learning (Francisco Partners). Previously a partner at Goldman Sachs, he led product development for Marcus by Goldman Sachs, launching Marcus Invest, Marcus Checking, and Marcus Insights. Adam has also served as an adjunct professor at Columbia Business School and the University of Texas School of Law. He holds a B.A. from Tulane University and a law degree from the University of Texas. 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. 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 Adam: Website: https://www.domainmoney.com/  LinkedIn: https://www.linkedin.com/in/adamdell/  Twitter: https://x.com/adamdell  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

Wealthion
Larry McDonald: U.S. Debt Crisis Will Break the Market | Part I

Wealthion

Play Episode Listen Later Apr 2, 2025 30:36


The U.S. debt crisis is spiraling and Larry McDonald says the market hasn't priced it in. With over $37 trillion in debt and $1 trillion in annual interest payments, the U.S. is barreling toward what McDonald calls a “Liz Truss moment”: a surge in bond issuance that could trigger market chaos. In this eye-opening interview, The Bear Traps Report founder and bestselling author joins James Connor to explain why we're entering a stagflationary regime eerily similar to the 1970s and why your portfolio needs to adapt. Topics discussed in part I: Why the U.S. faces a debt-driven crisis of confidence The real S&P 500 earnings (hint: it's not $270, but much lower) A $4 trillion rotation out of Big Tech How capital is fleeing U.S. markets and into global value Why hard assets like gold, oil, copper, and coal are set to outperform What “financial repression” means for your money Don't miss part II of this insightful and actionable interview coming out tomorrow! Chapters: 0:54 - Why Panama? Inside Larry's Strategic Move 2:22 - What Investors Are Really Worried About Right Now 5:34 - The U.S. Debt Spiral: Can It Be Financed? 9:59 - The Coming “Liz Truss” Shock for U.S. Bonds 12:04 - Inflation Won't Quit: Can the Fed Keep Up? 13:41 - Is the U.S. Headed for Recession or Just Slowing Down? 16:47 - Bond Market Whiplash: What the Volatility Signals 20:52 - TLT, Bonds, and a World of Higher Rates 22:11 - Global Capital Is Moving—Here's Where It's Going 24:16 - S&P in Trouble? The Earnings Crash Nobody's Pricing In 26:46 - Betting on Gold: Why the Smart Money's Watching It What would you like to see on Wealthion? We want to hear from you! Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/41WYWTY Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #DebtCrisis #Stagflation #Gold #HardAssets #SovereignDebt #MarketCrash #EconomicCrisis #CapitalFlight #MacroInvesting #FinancialRepression #S&P500  ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wake-Up & Win With Monique Macklin
Morning money moment audio: leverage over labor: Why smart money works for you

Wake-Up & Win With Monique Macklin

Play Episode Listen Later Mar 31, 2025 2:35


Morning money moment audio: leverage over labor: Why smart money works for you

Konnected Minds Podcast
Smart Money Moves: Leveraging Social Media for Financial Freedom

Konnected Minds Podcast

Play Episode Listen Later Mar 31, 2025 13:15 Transcription Available


We explore how to leverage social media platforms to create financial independence using just a smartphone and internet connection. Our guest coach shares brutal honesty about breaking the cycle of poverty through digital entrepreneurship, knowledge monetization, and proper business management.• Readers are leaders: the more you read, the more you know, the more you earn• Many people don't believe they can make money on platforms like Instagram, Facebook, or YouTube because they're unwilling to learn• With a smartphone and data, there's no excuse for being broke in today's digital economy• The importance of exchanging your knowledge or skills for money on social media platforms• Avoiding business failures by conducting thorough research before investing• Proper staff training and management systems are essential for business success in Africa• Don't run a business in Africa remotely—be physically present and involved• When investing abroad, first study the environment thoroughly before committingIf you haven't already, please subscribe to our channel and leave a review. Join our community of like-minded entrepreneurs looking to create sustainable wealth.Support the showWatch the video episode of this on YouTube - https://linktr.ee/konnectedminds

Rethink. The Financial Advisor Podcast
Why advisors are failing at organic growth featuring Joe Duran

Rethink. The Financial Advisor Podcast

Play Episode Listen Later Mar 26, 2025 39:40


Why are advisors failing at organic growth?In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. The talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling. Jump in to hear this interesting podcast and perspective and learn some tips you can apply today.Joe discusses:Organic growth versus consolidationHow we need to get back to sales and training the next generation of advisors how to do itThe low percentage of time advisors are focused on salesPE's role in growthAnd moreResources: Follow RethinkFA on LinkedInConnect With Joe Duran:Follow Joe Duran on LinkedInLearn more about Rise Growth PartnersConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:LinkedIn: Derek NotmanCheck out Couplr.AIAbout Our Guest:Joe Duran is a New York Times and USA Today best-selling author and a prominent figure in the financial industry. He is the founding partner of United Capital, recognized as one of the nation's fastest-growing wealth counseling firms. Before establishing United Capital, Duran served as president of GE Private Asset Management. He holds the Chartered Financial Analyst (CFA) designation and earned MBA degrees from both Columbia University and the University of California, Berkeley. Duran frequently provides financial commentary on television networks such as CNBC and CNN, and has been profiled in publications including The New York Times and SmartMoney. He resides in Laguna Beach, California, with his wife, Jennifer, and their three daughters.In addition to his role at United Capital, Duran built and led Centurion Capital as its president, demonstrating his entrepreneurial acumen in the financial sector.Duran's journey began in Zimbabwe, where he faced significant challenges during his upbringing. At 18, he left for London with just $200, marking the start of his remarkable career. Throughout his professional life, Duran has emphasized the importance of optimism, integrity, and service. He advocates for viewing the world as a kind place, giving more than one takes, and maintaining a clear vision of one's values and goals. Hosted on Acast. See acast.com/privacy for more information.

Optimal Finance Daily
3084: The Thought Process of a Frugal Mind by Chelsea of Smart Money Mamas

Optimal Finance Daily

Play Episode Listen Later Mar 24, 2025 11:55


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3084: Chelsea of SmartMoneyMamas.com breaks down the intentional decision-making process behind frugal living, showing how thoughtful spending can lead to greater happiness, reduced stress, and financial freedom. Rather than focusing on deprivation, her five-step method encourages creativity, community, and mindful consumption in a world driven by impulse buying. Read along with the original article(s) here: https://smartmoneymamas.com/thought-process-frugal-mind/ Quotes to ponder: "Being frugal is about optimizing the balance between cost and happiness." "Your time does have value and the materials to make those things could end up costing more anyway." "When you buy something using the frugal thought process, be confident that you are spending money on something that matters." Episode references: Craigslist: https://craigslist.org Buy Nothing Project: https://buynothingproject.org Learn more about your ad choices. Visit megaphone.fm/adchoices

Optimal Finance Daily - ARCHIVE 1 - Episodes 1-300 ONLY
3084: The Thought Process of a Frugal Mind by Chelsea of Smart Money Mamas

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

Play Episode Listen Later Mar 24, 2025 11:55


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3084: Chelsea of SmartMoneyMamas.com breaks down the intentional decision-making process behind frugal living, showing how thoughtful spending can lead to greater happiness, reduced stress, and financial freedom. Rather than focusing on deprivation, her five-step method encourages creativity, community, and mindful consumption in a world driven by impulse buying. Read along with the original article(s) here: https://smartmoneymamas.com/thought-process-frugal-mind/ Quotes to ponder: "Being frugal is about optimizing the balance between cost and happiness." "Your time does have value and the materials to make those things could end up costing more anyway." "When you buy something using the frugal thought process, be confident that you are spending money on something that matters." Episode references: Craigslist: https://craigslist.org Buy Nothing Project: https://buynothingproject.org Learn more about your ad choices. Visit megaphone.fm/adchoices

Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis

This week on Talking Wealth, Fil and Pedro unpack the Minerals Council of Australia's latest report on the commodity demand outlook for 2030. They reveal why certain resources will dominate global markets, which ones are set to soar, and how savvy investors can capitalise on this long-term trend. Don't miss this insightful look into the future of commodities and wealth creation!

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
3084: The Thought Process of a Frugal Mind by Chelsea of Smart Money Mamas

Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY

Play Episode Listen Later Mar 24, 2025 11:55


Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3084: Chelsea of SmartMoneyMamas.com breaks down the intentional decision-making process behind frugal living, showing how thoughtful spending can lead to greater happiness, reduced stress, and financial freedom. Rather than focusing on deprivation, her five-step method encourages creativity, community, and mindful consumption in a world driven by impulse buying. Read along with the original article(s) here: https://smartmoneymamas.com/thought-process-frugal-mind/ Quotes to ponder: "Being frugal is about optimizing the balance between cost and happiness." "Your time does have value and the materials to make those things could end up costing more anyway." "When you buy something using the frugal thought process, be confident that you are spending money on something that matters." Episode references: Craigslist: https://craigslist.org Buy Nothing Project: https://buynothingproject.org Learn more about your ad choices. Visit megaphone.fm/adchoices

Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
Financial Planning for Entrepreneurs | Tremaine Wills on Smart Money Strategies

Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD

Play Episode Listen Later Mar 21, 2025 14:46


Financial Planning for Entrepreneurs is essential for anyone looking to build wealth, grow a business, and secure financial independence. In this episode, we sit down with Tremaine Wills, a financial planner, speaker, and expert in helping entrepreneurs make smarter money moves. If you're an entrepreneur struggling with budgeting, investing, or managing business cash flow, this episode is for you!

She Believed She Could Podcast
Smart Money Moves for Women: Build, Protect & Grow Your Wealth wwith Michelle Taylor

She Believed She Could Podcast

Play Episode Listen Later Mar 18, 2025 35:37


In this episode of The She Believed She Could podcast, host Allison Walsh sits down with financial strategist Michelle Taylor, founder of Women in Wealth, to talk about the keys to financial empowerment for ambitious women. Michelle shares expert advice on wealth-building, tax strategies, investment planning, and estate protection, helping you take control of your financial future. Whether you're a business owner, executive, or someone ready to make smarter money moves, this conversation will give you the tools to build lasting wealth, gain financial confidence, and create a legacy that lasts for generations.

Real Estate Experiment
Market Investing Exposed: Where Smart Money is Moving Now with Zach Lemaster - Episode #319

Real Estate Experiment

Play Episode Listen Later Mar 18, 2025 71:39


Want to work with me and learn the power of Mid-Term Rentals Insurance? https://experimentrealestate.com/submitGet the FREE Mid-Term Rental Insurance Blueprint: https://experimentrealestate.com/#blueprint Welcome to the lab! Today, we are joined by Zach Lemaster, the founder and CEO of Rent To Retirement, the nation's leading turnkey investment company. Zach is a seasoned real estate investor, licensed broker, and former US Air Force Captain, who transitioned from a career in optometry to building a multimillion-dollar real estate portfolio. His expertise spans single-family, multifamily, commercial, and new construction investments. Zach started investing while working as an optometrist and quickly realized that his local market wasn't providing the best opportunities for building long-term wealth. This led him to explore out-of-state investing, a move that dramatically accelerated his portfolio growth. However, he found that many investors struggled with identifying the right markets, building reliable teams, and securing financing—challenges that inspired him to create Rent To Retirement. His company now helps investors overcome these barriers by providing turnkey investment opportunities in high-growth markets, complete with expert guidance and strategic financing options.In this episode, Zach breaks down the key fundamentals of real estate investing, emphasizing the importance of consistency, market selection, and long-term wealth-building strategies. He shares how investors can tap into high-growth markets and acquire properties below market value through exclusive partnerships with national builders. Zach also reveals powerful financing options—including 5% down investor loans—that allow investors to accelerate growth while maintaining cash flow. Zach explains why investing in the right market is more important than just chasing cash flow and how equity, appreciation, and tax benefits play a critical role in achieving financial independence. He also walks us through real-life case studies of investors using turnkey properties, cost segregation, and strategic debt to optimize returns.If you want to maximize your real estate investments, reduce risk, and scale your portfolio faster, this episode is packed with insights that can change the game for you.Get the Midterm Rental Insurance Blueprint: https://experimentrealestate.com/#blueprintHIGHLIGHTS OF THE EPISODE:22:44 Zach talks about dealing with analysis paralysis24:13 Zach talks about maximizing tax advantagesKEEPING IT REAL:06:18 - The power of consistency in real estate investing09:09 - How to overcome analysis paralysis16:19 - Why choosing the right market is crucial for long-term success22:29 - The hockey stick effect and when to expect real wealth growth27:02 - 5% down financing strategy for scaling your portfolio faster32:48 - Hidden tax advantages that can accelerate your wealth40:13 - Maximize incentives and build instant equity when buying real estate46:23 - Key metrics Zach uses to identify profitable markets54:00 - Building a community and leveraging mentorship for success1:07:45 - We are OUT!!!CONNECT WITH THE GUESTWebsite: https://www.renttoretirement.com/Linkedin: https://www.linkedin.com/in/zach-lemaster-7b1530238/Instagram: https://www.instagram.com/renttoretirementinvest/Youtube: https://www.youtube.com/c/RentToRetirement/featured#RealEstateInvesting #TurnkeyInvesting #MarketAnalysis #CashFlow #WealthBuilding

The Stepmom Side Podcast
#88: Estate Planning, Budgeting & Smart Money Moves with Melissa Hampton

The Stepmom Side Podcast

Play Episode Listen Later Mar 18, 2025 63:16


Starting over financially can feel overwhelming—especially after divorce, debt, and career setbacks. In this episode, I sit down with Melissa Hampton, a financial expert and mom who transformed her life after hitting rock bottom. She shares practical strategies for budgeting, debt repayment, and estate planning—plus the mindset shifts that helped her take control of her future.If you're feeling stuck financially, this episode is packed with actionable tips to help you break free from debt, start saving, and create long-term financial stability.Key Takeaways:✔️ How Melissa paid off significant debt and built financial security✔️ The snowball method for debt repayment and why it works✔️ Budgeting strategies to break the paycheck-to-paycheck cycle✔️ Estate planning essentials: Wills, trusts & protecting your family's future✔️ How to start investing & saving for retirement—even on a tight budget✔️ The power of financial mindset shifts and how to stay motivatedMelissa Hampton, CFP®, is the founder of Hampton Wealth Management, an independent firm through LPL Financial, specializing in investment management and financial planning for complex wealth strategies. With years of experience, she has helped thousands of clients navigate retirement, optimize their finances, and build lasting legacies. She is passionate about educating clients and providing actionable strategies to maximize their wealth potential, in addition to creating an ideal life full of purpose for herself and her two children.Connect with Melissa:www.hamptonwm.comOn Facebook Want a specific topic covered? Let me know here.After you listen to this, tag me on Instagram @aliciakrasko and let me know what you think!Get all the FREE RESOURCES here.Want to learn more about The Stepmom Side community? Here's where you get all the info. Looking forward to connecting with you on the inside.All things Alicia visit www.aliciakrasko.comGet on the list, get behind the scene info on Stepmom life, and tips delivered to your inbox.

The BIGCast
Following the Smart Money at GAC

The BIGCast

Play Episode Listen Later Mar 18, 2025 34:52


Our second wave of interviews from the recent Governmental Affairs Conference features Glen's interviews with company founders Paul Fiore (CU WealthNext) and Kian Sarrashteh (InvestiFi), plus Candescent's new Chief Product Officer Gareth Gaston on digital banking lessons to be gleaned from fields like travel.   Links related to this episode:   Candescent: https://www.candescent.com/   CU WealthNext: https://cuwealthnext.com/   InvestiFi: https://investifi.co/   Last week's GAC interview with Americas Credit Unions' Economic Team: https://www.big-fintech.com/a-taxing-week-in-washington/   Glen's latest blog on The Existential Threat: Glen's CUBroadcast interview with Mike Lawson about industry predictions and Bingo cards: https://www.cubroadcast.com/episodes/gac25-154-advisors-glen-sarvady-talk-regs-tech-and-bingo-cards   Join us for our next CU Town Hall- Wednesday March 26 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. The site also features replays of past meetings- most recently discussing the urgent matter of CU tax status. he Town Hall is free to attend, but advance registration is required:  https://www.cutownhall.com/    Join us on Bluesky!  @bigfintech.bsky.social;  @154advisors.bsky.social (Glen); @jbfintech.bsky.social (John) And connect on LinkedIn for insights like the Friday Fintech Five: https://www.linkedin.com/company/best-innovation-group/  https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

How to Trade Stocks and Options Podcast by 10minutestocktrader.com

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.The market doesn't care about your feelings. It's ruthless, unpredictable, and quick to punish traders who ignore the rules. So why do 90% of traders lose 90% of their accounts in the first 90 days? Simple—poor risk management, chasing bad trades, and failing to understand only price pays.This video breaks down why most traders fail and how to flip the script to start winning. We're diving into hard-hitting truths about why amateurs get wrecked and how professionals survive. If you've ever found yourself bag-holding a stock, averaging down when it keeps falling, or taking small wins only to be wiped out by one bad trade, this is for you.Here's what you'll learn:➡️ Why setting a stop loss isn't optional—it's survival.➡️ The myth of dollar-cost averaging and how it tricks traders into losing.➡️ Why chasing tiny profits leads to financial disaster.➡️ How to use the 10 EMA to catch major trend reversals BEFORE disaster strikes.➡️ Why trading is a game of probabilities—and how to stack the odds in your favor.We'll also cover the biggest trading mistakes rookies make, including:● Letting emotions take control instead of following a strategy● Not respecting the math behind winning and losing percentages● Ignoring the importance of position sizing based on ATR● Getting sucked into hype instead of following actual price trendThis is not some theory-heavy lesson. It's a real-world breakdown of how pro traders manage risk, protect their capital, and win consistently—even when the market gets ugly.

More Than Money
Episode 346 | 4 Smart Money Moves For March

More Than Money

Play Episode Listen Later Mar 10, 2025 31:10


March is the perfect time to make some smart money moves. In this episode, Art shares four savvy financial strategies that could benefit your 2024 taxes. He also addresses the question of whether you should pause retirement contributions to build your emergency fund.Resources: 8 Money MilestonesAsk a Money Question!

New Podcast Trailers
NerdWallet's Smart Money Podcast

New Podcast Trailers

Play Episode Listen Later Mar 10, 2025 1:29


Business and Education - NerdWallet Personal Finance

So Money with Farnoosh Torabi
1797: Ask Farnoosh: Navigating Financial Uncertainty: Tariffs, Recession Fears, and Smart Money Moves

So Money with Farnoosh Torabi

Play Episode Listen Later Mar 7, 2025 33:14


Farnoosh Torabi welcomes back Georgia Lee Hussey, founder of Modernist Financial, to discuss a range of financial topics amid current political and economic uncertainties. They examine President Trump's tariff proposals and the theory that they might be engineered to induce a recession for lower interest rates. The conversation extends to the importance of vigilance in financial contracts and professional services amid deregulation efforts. Georgia advises on maintaining financial stability by using credit unions and thoughtful money management. Listener questions cover housing arrangements with partners, Health Savings Accounts (HSAs), and the significance of ancestral wisdom in financial decision-making. The episode emphasizes strategic financial planning, resourcefulness, and the potential benefits of credit unions and diversified investments.Resources:Free Tools for the PeopleReceive Farnoosh's free Investing BlueprintFollow on InstagramJoin the So Money Members ClubLeave a review on Apple PodcastsOrder Farnoosh's new book, A Healthy State of Panic

Green Industry Podcast
Reinvesting for Growth: Smart Money Moves for Lawn Care Owners

Green Industry Podcast

Play Episode Listen Later Mar 7, 2025 22:15


In this highlight from the Lawn Care Life Conference, Brandon Gray breaks down the importance of reinvesting in your business, analyzing profits over the past 12 months, and sharing smart investment strategies to help small business owners maximize their returns and scale effectively. Connect with Paul: Click Here Save 50% off Equip Exposition Tickets Paul's Business Building Resources: Price Increase Letter Template Contract Templates Know Your Numbers Paul's Recommended Professionals: Horizon360 - Contractor Business Software Get a Professional Website - Footbridge Media The Landscaping Bookkeeper Call Rail Paul's Books: How to Build a Thriving Lawn Care Business Cut That Grass and Make That Cash

Money Matters with Wes Moss
10 Habits of the Happiest Retirees: Smart Money Moves & Fulfilling Lifestyles

Money Matters with Wes Moss

Play Episode Listen Later Mar 6, 2025 39:13


Break down the five financial habits of the happiest retirees—including how much money you really need, the power of multiple income streams, and why paying off your mortgage faster might boost happiness. Learn how rational optimism can fuel effective investing and how the 4% Plus Rule of thumb can typically keep you from running out of money. Then, discover the five lifestyle habits that make retirement fulfilling, from core pursuits (hobbies on steroids!) to the importance of independent kids, strong social connections, and travel with friends. Plus, Wes Moss and Christa DiBiase answer listener questions to tackle TSP (Thrift Savings Plan) rollovers, tax-efficient investing, RSU (Restricted Stock Units) strategies, and Medicare-friendly portfolio rebalancing. Your roadmap to financial freedom and a joyful retirement starts here on The Retire Sooner Podcast! Learn more about your ad choices. Visit megaphone.fm/adchoices

Mock and Daisy's Common Sense Cast
How Inheritance Could Ruin Your Kids (Unless You Do This!)

Mock and Daisy's Common Sense Cast

Play Episode Listen Later Mar 2, 2025 14:01


This episode of Chicks on the Right is all about money—who's saving it, who's spending it, and how baby boomers are changing the game!

So Money with Farnoosh Torabi
1794: Ask Farnoosh: Smart Money Moves—Debt Relief, Severance, and Investing Tips

So Money with Farnoosh Torabi

Play Episode Listen Later Feb 28, 2025 31:56


Farnoosh answers financial questions from viewers, covering topics such as the pros and cons of the National Debt Relief Program, the impact of selling individual stocks for index funds, and strategies for recent graduates entering the job market. The discussion also includes advice on saving strategies, including automated contributions and side hustles. Additional questions addressed include navigating a severance package post-layoff, COBRA insurance options, and the best methods for investing money either incrementally or as a lump sum. Lastly, the importance of broadening job searches and making the most of living with family to save on housing costs is emphasized.Sign up for Farnoosh's free Investing BlueprintFollow on InstagramJoin the So Money Members ClubLeave a review on Apple PodcastsOrder Farnoosh's new book, A Healthy State of Panic

Modern Divorce - The Do-Over For A Better You
Smart Money Moves for 2025: Post-Divorce Financial Wins

Modern Divorce - The Do-Over For A Better You

Play Episode Listen Later Feb 28, 2025 32:17


Send us a textWondering how to build financial stability and growth this year? Whether you're recovering from holiday spending, navigating post-divorce finances, or looking for smarter money moves, this episode is packed with expert strategies you can apply today.Join Arizona Divorce Attorney Billie Tarascio and financial planner, Michael Tarascio CFP, Owner & Lead Advisor at Tarascio Financial Planning, as they discuss:✅ The #1 mistake keeping people in financial stress post-holidays✅ Why a big tax refund isn't a win—and how to avoid giving the IRS a free loan✅ How to maximize your paycheck without switching jobs or starting a side hustle✅ Smart money moves post-divorce to get back on track faster✅ Beginner-friendly investing strategies that build wealth with minimal riskMichael shares expert insights on quick financial wins, optimizing 401k contributions, and making your money work for you—whether you're a business owner, high earner, or just getting started.

NerdWallet's MoneyFix Podcast
Egg Prices, Greenwashing, and Smarter Ways to Invest

NerdWallet's MoneyFix Podcast

Play Episode Listen Later Feb 27, 2025 32:54


Learn what's causing egg prices to rise so dramatically, then explore ethical investing and how to manage savings wisely. Are ESG investments really as ethical as they claim to be? What's the smartest way to put extra savings to work? Hosts Sean Pyles and Elizabeth Ayoola discuss ethical investing and savings strategies to help you make informed financial decisions. They begin with a discussion of the rising cost of eggs with NerdWallet senior news writer Anna Helhoski, who explores the surprising reasons behind skyrocketing prices. They break down how the ongoing avian flu crisis, supply chain disruptions, and shifting farming regulations are affecting egg availability and pricing, as well as why some cage-free eggs are now cheaper than conventional ones and what consumers can do to save on groceries. Then, Smart Money listener Maddie joins Sean and Elizabeth to discuss how to balance savings and investments. They cover how much to keep in a high-yield savings account, whether investing is a good alternative to paying off student loans, and how to plan for future financial goals like college savings. User NerdWallet's free calculator to understand how much life insurance you need: https://www.nerdwallet.com/article/insurance/how-much-life-insurance-do-i-need  In their conversation, the Nerds discuss: ethical investing, ESG investing, socially responsible investing, greenwashing in investing, best ESG funds, how to invest ethically, socially conscious investing, investment funds for social good, sustainable investing, high-yield savings, savings vs investing, financial security, best high-yield savings accounts, student loans vs investing, public service loan forgiveness, financial literacy, emergency fund, how much to keep in savings, Roth IRA vs 529, college savings plans, best 529 accounts, investing for the future, financial independence, socially responsible funds, investment strategies, passive investing, long-term investing, financial planning, personal finance tips, how to manage savings, how to start investing. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend.

The NewRetirement Podcast
Invest with Impact: Toussaint Bailey

The NewRetirement Podcast

Play Episode Listen Later Feb 27, 2025 48:26


UpliftingCapital.com LinkedIn Toussaint Bailey(42:49) 2030: How Today's Biggest Trends Will Collide and Reshape the Future of Everything(44:42) Global Impact Investing Network (GIIN)

NerdWallet's MoneyFix Podcast
Welcome to NerdWallet's Smart Money Podcast

NerdWallet's MoneyFix Podcast

Play Episode Listen Later Feb 24, 2025 1:29


Hosts Sean Pyles, CFP®, and Elizabeth Ayoola are here to answer your biggest financial questions and help you take control of your money. On NerdWallet's Smart Money Podcast, our trusted finance experts break down real-world money challenges, giving you clear, actionable strategies to build wealth and reach your financial goals. Each episode cuts through the noise with expert insights on budgeting, saving, investing, home buying, credit cards, and more—so you can make smarter financial decisions with confidence. By the end of every episode, you'll walk away with the knowledge and tools to manage your money wisely, plan for life's big moments, and set Future You up for success. Follow the show now and start making smarter money moves!

Mock and Daisy's Common Sense Cast
The Chicks' Ultimate Guide To Raising Money-Smart Kids!

Mock and Daisy's Common Sense Cast

Play Episode Listen Later Feb 23, 2025 14:19


Today, the Chicks sit down with Zach Abraham to talk about something we all wish we learned in school—how to actually manage money! Zach breaks down the difference between money and cash flow, why spending smart matters, and how real-life financial lessons make all the difference. Plus, they get into how society messes with our money mindset and why teaching good habits early is a total game-changer. Department of Retirement Efficiency? YES Join Bulwarks “First 100 Days” webinar FREE at KnowYourRiskRadio.com – Thursday, March 20th at 3:30 PM Pacific!