Podcasts about Smart Money

Business and Education - NerdWallet Personal Finance

Listener Q&A where Andy talks about: Why more fund managers don't offer mutual fund-to-ETF conversions ( 5:02 )How my firm helps clients prepare for severe market declines, and how we communicate bad markets to them ( 8:48 )Who's the voice of the intro and outro to this podcast ( 16:06 )For spouses claiming Social Security, what's a good claiming strategy when one spouse doesn't have enough work history to get their own benefit and can only get spousal benefits ( 17:19 )Could a person continue to fund a 529 for their children and later transfer the beneficiary to eventual grandchildren ( 21:37 )What constitutes a gift of digital assets; is it the transfer of the key to the wallet? ( 24:01 )What date/time is used for the date of death valuation of assets, like crypto, that trade 24/7 ( 25:52 )How will the sale of a vacation property impact IRMAA ( 26:55 )How will the sale of a vacation property impact Roth conversion analysis and trying to fill up a certain tax bracket ( 28:46 )Why were the recent 3 and 5-year returns of total bond market funds so poor ( 32:48 )Making estimated payments or withholdings to cover the tax obligations from a Roth conversion done late in the year ( 41:39 )Thoughts on a listener's proposed basic retirement plan, investment allocation and bucketing strategy ( 47:20 )The Smart Money, Fresh Minds podcast - hereMy YouTube video on Estimated Taxes, Tax Withholdings and Underpayment Penalties - hereTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

On episode 172 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Steve Quirk, Chief Brokerage Officer at Robinhood to discuss when buy the dip will stop working, the future of retail trading, AI as an advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions today by downloading the Rocket Money app. Enter "Ask the Compound" in the survey so they know we sent you!  More from Steve: https://x.com/stevequirk_ Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠⁠https://www.advisorunlock.com/⁠⁠

Smart Money Moves for Therapists in a Shaky EconomyFeeling nervous about the economy? You're not alone—and you're not powerless. In this episode, Julie Herres welcomes financial planner David Frank back to the show for a calming and practical conversation about what therapists can do when things feel financially unstable.You'll learn why panic doesn't serve your practice—and what to do instead. Whether you're watching the market dip, worried about Medicare or Medicaid cuts, or just feeling the pressure of team payroll, this episode is packed with tools and reassurance.Why listen:Understand what market volatility really means.Learn how to protect your business from revenue concentration risks.Get proactive steps to ease anxiety and make grounded decisions.Show Highlights:01:45 – Why anxiety is rising and what's really happening in the market03:00 – Zooming out: what history tells us about bear markets and recovery05:00 – Julie's “set it and forget it” investing strategy08:00 – Dollar-cost averaging explained—and why it works09:30 – How to think like a CEO if you rely on Medicaid/Medicare10:40 – Revenue concentration risk: what it is, and why it matters11:30 – Using “fear-setting” to prepare without panicking14:00 – The value of securing a line of credit before you need it20:00 – The difference between tracking for action vs. emotional reassurance22:00 – How missing a few big days in the market can hurt long-term returns23:00 – Julie's closing reminderClosing Thought: “If you're feeling unsure, that's okay. You don't have to hustle harder, but you can plan smarter. You've got this—and I'm cheering you on.”Links and ResourcesTurning Point HQ – David Frank's Financial Planning Services https://turningpointhq.com/Money for Therapists Practice Startup - https://www.greenoakaccounting.com/startupGreenOak Accounting - www.GreenOakAccounting.comTherapy For Your Money Podcast - www.TherapyForYourMoney.comProfit First for Therapists - www.ProfitFirstForTherapists.comProfit First Academy - www.ProfitFirstForTherapists.com/Academy Podcast Production and Show Notes by Course Creation StudioGet our free KPI tracker to see how you practice measures up to others in the industry! www.therapyforyourmoney.com/kpi

James Lavish, Managing Partner of the Bitcoin Opportunity Fund, has been vocal about Bitcoin's transformative potential in the financial system, its role as a hedge against inflation, and its growing institutional adoption› Follow James: https://x.com/jameslavish› James' newsletter: https://jameslavish.substack.com› James' conversation with global liquidity expert Michael Howell: https://x.com/jameslavish/status/1885862219495481826PARTNERS

Bill hops onto Jesse Cramer's 'Personal Finance for Long-Term Investors' (formally The Best Interest) podcast to spread the message that it's never too late to start. In this episode he shares: The messy, shame-to-FI journey that inspired Catching Up to FI His three-step "Pause-Plan-Pivot" playbook His trademark mix of candor, nerdy humor, and high-five optimism  

About The SMC ShowWe interview the "Smart Money" - money managers and CEO's of publicly traded companies for timeless advice. Visit SmartMoneyCircle.com To Learn MoreGrant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless LessonsWebsite:https://cardonecapital.com/GuestGrant Cardone CEO Cardone CapitalCardone Training TechnologiesBioGRANT CARDONEPRIVATE EQUITY FUND MANAGER & REAL ESTATE INVESTORCEO of Cardone Capital and Cardone Training Technologies, Inc.Grant Cardone owns and operates over seven privately held companies, and a private equity real estate firm, Cardone Capital, with a multifamily portfolio of assets worth over $5 Billion. He is one of the Top Crowdfunders in the world, raising over $1.63 Billion in equity via social media. Cardone is featured on Season 2 of Discovery Channel's Undercover Billionaire, where he takes on the challenge of building a million-dollar business in 90 days. Grant is also a New York Times bestselling author of If You're Not First You're Last and bestselling author of 11 business books, including The 10X Rule, which led to Cardone establishing the 10X Global Movement featuring the 10X Growth Conference and 10X Wealth Conference, which is known as the most influential business and entrepreneur conference in the world.For over 35 years, Grant Cardone and Cardone Training Technologies, Inc. (CTTI), a global consulting firm have been trusted providers of comprehensive business training and consulting. The online business and sales educational platforms Cardone created serve over 850,000 individuals, businesses and Forbes 100 clients throughout the world. CTTI extensive offerings include online courses, live workshops, on-demand content, and personalized coaching, all meticulously designed to cater to the evolving needs of modern organizations. From new-hire training that accelerates onboarding to continuous education certifications as your company and sales team grow, we provide unmatched online sales training. With more than 8,000 fully interactive video segments and 24/7 access and support, CTTI enables companies and individuals to leverage the unparalleled expertise of Grant Cardone and Cardone Training Technologies Inc. to achieve exceptional business success.For more information, visit https://www.cardonetraining.com or follow us on social media.Voted the top Marketing Influencer to watch by Forbes, Cardone uses his massive 16 million+ following to give back via his Grant Cardone Foundation, a non-profit organization dedicated to mentoring underprivileged and troubled youth in financial literacy.

Taylor Kenney sees a multitude of signs that the US dollar is slowly but surely losing its role as the global reserve currency, and as the Trump administration's tariff policy reverberates through the global economy, trust in America's paper promises are beginning to ring hollow and drive the smart money into gold. Taylor also breaks down why triple-digit silver may not be a pipe dream, why the Fed has to fire up the money printer again or risk catastrophe, and so much more.Subscribe to the TRENDS Journal: https://trendsjournal.com/subscribe (Use coupon code COMMODITY for 10% off)ITM Trading on Youtube: https://www.youtube.com/@itmtradingFollow Taylor Kenney on X: https://x.com/taylorkenneyitmFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

Stephen Grootes speaks to Sabelo Skiti, Investigative journalist with Sunday Times about the unfolding humanitarian crisis at Daybreak Foods, where unpaid workers and starving chickens are facing unimaginable hardships amidst the company's financial collapse. In other interviews, we reflected on the new Pope's announcement with Father Russel Pollitt and Lawrence Ndlovu. Hlelo Giyose, Chief Investment Officer and Principle at First Avenue Investment Management & Patrick Mathidi, Multi Asset Strategies at Aluwani Capital Partners unpack the rise of global mega trends. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Hlelo Giyose, Chief Investment Officer And Principal at First Avenue Investment Management & Patrick Mathidi, Multi Asset Strategies at Aluwani Capital Partners about savvy investment strategies, seeking insights on where smart money is flowing and how to navigate the current market landscape. For more insight and updates on the everchanging world of investing, make sure you tune in to Investment School, brought to you by CFI, every Thursday on The Money Show with Stephen Grootes (6pm-8pm). The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

The Pirates made some deals with Mitch Keller and Bryan Reynolds a few years ago, but even when they open their checkbook, are they making the right decisions?

The Pirates have lost again. They were swept in St. Louis and are 0-7 in the month of May. The Bucs are 12-26 overall and are 10.5 games back of 1st in the NL Central. What is the biggest on-field issue? Is this it for Derek Shelton? It has gotten so bad, we are seeing guys getting praised for running out a groundball (and not even getting a hit). The Pirates made some deals with Mitch Keller and Bryan Reynolds a few years ago, but even when they open their checkbook, are they making the right decisions? Bucco Minute – What was the low water mark of the 2020 Pirates that were committed to a rebuild? Can these Pirates, who aren't supposed to be rebuilding, surpass that?

Hey college graduates, it's time for some smart money moves! In this episode, Art shares practical financial advice for anyone who just earned their college diploma. He also tackles questions like how to start investing and whether a million dollars is really as much as it sounds. Don't miss it!Resources:8 Money MilestonesAsk a Money Question!

Freddy Brick is a partner at Muddy Waters Research, an investment research firm that specializes in publishing detailed reports on companies it believes are engaging in fraudulent or deceptive business practices in order to take short positions on them. In this episode, we discussed the evolving landscape of finance and technology, the appeal of Bitcoin among younger retail investors, Trumps trade policies, humanoid robots, and how AI and social media are democratizing the world of traditional finance. Follow Freddy Here:Website: www.muddywatersresearch.comX: https://x.com/muddywatersre

Real estate is the largest commodity most Americans have access to, and learning how to make deals with it can create serious wealth with fewer transactions. The key is leverage: being in multiple places financially at once. In this episode, Kris Krohn explains how you can tap into proven systems to make money faster, even when you are not actively working. Discover how to build momentum and accelerate your path to wealth.

In this episode of Better Business, Better Life, host Debra Chantry-Taylor is joined by guest, Michelle Taylor, a Financial Advisor from Gambin Financial Group to talk about the critical role financial management plays in business success. Michelle shares her personal journey from surviving leukaemia to building a career helping entrepreneurs take control of their finances. Together, they unpack common financial mistakes, the power of having a personal board of directors, and strategies to avoid "shiny object syndrome." She also introduces her Women in Wealth community, designed to empower women to take control of their financial futures. If you want to future-proof your business and personal finances, this episode is packed with practical advice and inspiration. Tune in to explore essential tips for creating lasting financial strength. CONNECT WITH DEBRA:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.co.nz ►See how she can help you: https://businessaction.co.nz/       ____________________________________________         GUEST'S DETAIL: ► Gambin Financial Group Website ► Women in Wealth Community ► Michelle Taylor - LinkedIn  Chapters:   00:25 - Introduction  03:38 - Michelle's Personal Journey and Financial Lessons   07:40 - Entrepreneurial Challenges and Financial Management   25:09 - Building a Personal Board of Directors   30:27 - Financial Tips for Entrepreneurs   36:02 - Michelle's Women in Wealth Program   

  Welcome to the KE Report Weekend Show!   On this weekend’s show, we take a step back from the daily market noise to focus...

Welcome to the KE Report Weekend Show!   On this weekend's show, we take a step back from the daily market noise to focus on the broader trends in the gold and energy sectors. We explore how investors are positioning across the commodity equity spectrum, from large-cap producers to junior explorers, and highlight key developments on the production side that could influence both prices and sentiment moving forward. Segment 1 & 2 - Joe Mazumdar, Editor of Exploration Insights, returns to break down his comprehensive analysis of North American-listed gold producers, highlighting how companies like Agnico Eagle, Kinross, Alamos, Lundin Gold, and Dundee Precious Metals stand out due to high margins, strong balance sheets, and consistent operational execution. He also discusses shifting investor preferences between growth, dividends, and jurisdictional risk, along with the growing competition from royalty companies and implications from recent M&A activity. Click here to visit the Exploration Insights website to follow along with Joe.    Segment 3 & 4 - Dan Steffens, President of the Energy Prospectus Group, returns to share his outlook on oil and natural gas prices, citing geopolitical risks, seasonality, and LNG-driven demand as key factors shaping the market. He explains why U.S. oil production may have peaked, lays out his bullish thesis on natural gas amid rising AI-driven electricity demand, and highlights specific small-cap energy stocks like Hemisphere Energy, Rubellite Energy, and Range Resources that offer strong free cash flow and dividend potential in a low-price environment. Click here to visit the Energy Prospectus Group website for more energy market and stock analysis.   If you enjoy the show, be sure to subscribe to our podcast feed (KER Podcast), YouTube channel, and follow us on X for more market commentary and company interviews. Don't forget to subscribe and leave us a review! Also check out our Substack where we email you summaries of Daily Editorials and the Weekend Show! Click here to check it out.

Compass, episode 12Our previous episode: https://www.cruxinvestor.com/posts/gold-shines-while-traditional-safe-havens-falter-7015Recording date: 23rd April 2025Mining royalty companies are emerging as an attractive investment option for those seeking commodity exposure with reduced operational risk. Recent market developments, particularly the acquisition of Orogen Royalties' tier one royalty on the Silicon deposit by Triple Flag, have highlighted the value proposition of these unique business models.Unlike traditional mining operations, royalty companies operate on a fundamentally different model. They hold the right to a percentage of revenue, typically 1-2% of the net smelter return, providing commodity price exposure without the corresponding operational costs or risks. This business model originated in the oil and gas industry but has been successfully applied to mining, particularly in gold where returns are straightforward to calculate.The key advantage of royalty companies lies in their risk profile. As Samuel Pelaez, President & CEO at Olive Resource Capital explains, these companies have "no exposure to the cost portions or the risk that's attributable to cost overruns and margin compression." Their sole exposure is to commodity prices and production success. Additionally, most royalty agreements include rights to exploration upside, covering new discoveries within the area of interest.This capital-light business model allows companies like Franco Nevada to operate with minimal staff while commanding a market capitalization of C$46 billion. Once due diligence is complete and royalties are secured, the business essentially involves waiting for royalty checks to arrive.Royalty companies typically trade at premium valuations of 10-20 times revenue compared to traditional mining companies. This reflects their lower risk profile and appeal to generalist investors seeking gold exposure without the complexity of evaluating individual mining projects."Tier one royalties" – those on large-scale assets in good jurisdictions – are particularly valuable but rarely held by small public companies. The recent acquisition of Orogen's royalty on AngloGold Ashanti's Silicon-Merlin project (with approximately 16 million ounces of gold resource) by Triple Flag valued it at approximately 15-16 times projected annual revenue.When evaluating royalty companies, investors should focus on royalties that are either currently cash-flowing or have a clear path to production. As Derek Macpherson, Executive Chair at Olive Resource Capital notes, "A royalty that isn't producing cash flow or doesn't have a clear path to production is worth zero."As gold prices remain strong, royalty companies continue to offer an appealing way to gain leveraged exposure to precious metals without taking on the full range of risks associated with mining operations.Sign up for Crux Investor: https://cruxinvestor.com

SHOW NOTES SUMMARY We're pulling back the curtain to make money a little less intimidating! Joining me this episode is Elizabeth Hoeffer, named the #1 Female Loan Officer in the U.S. by Scotsman Guide in 2018! One of the things I love most about Lizy is her education-focused approach to teaching ambitious women just like YOU how to build real, actual wealth. We'll talk about the principles for building and maintaining abundance so you can reach your big goals — whether it's business, finances, or homeownership. She also gives her top advice to prepare yourself for divorce (both financially and emotionally!), applicable savings moves (where to save money + budgeting fundamentals she teaches her clients), and a step-by-step guide for changing your financial future in just 12 to 18 months! HIGHLIGHTS 00:00 Introducing Elizabeth Hoeffer, the #1 Female Loan Officer in the U.S.! 04:50 The three biggest financial mistakes successful women make. 06:20 How did you build your financial IQ to build your career? 11:45 Principles for building wealth (how to get OUT of debt). 14:40 Tips for financially preparing yourself for homeownership. 18:20 What are the basic budgeting fundamentals? 22:40 How do our biggest triggers in life/relationships also show up in our finances? 29:20 Three ways to prepare yourself financially & emotionally for divorce. 35:55 How to protect your energy in your relationships as an entrepreneur. 42:50 A step-by-step guide to change your financial future in the next 12 to 18 months. 48:30 Celebrating Lizy's Powerhouse moment of showing up as a boss babe for her daughter. RESOURCES + LINKS Click HERE for tickets to the 2025 Powerhouse Women Event August 15-17th in Scottsdale, Arizona! Powerhouse Women is a COMMUNITY and YOU are part of it! Take a screenshot of this episode and tag us on Instagram so we can keep the conversation going and create more of the episodes you need!    FOLLOW Lizy: @lizyhoeffer Powerhouse Women: @powerhouse_women Lindsey: @lindseymarieofficial Visit Lizy's website: www.lizyhoeffer.com Visit the Powerhouse Women website: powerhousewomen.co Join the PW Community Facebook Group: facebook.com/groups/powerhousewomencommunity  

Jesse explores the financial journey of late starters with guest Bill Yount, co-host of Catching Up to FI. In the opening monologue, Jesse shares his “Stupidly Simple Secret Sauce” for personal finance: spend less than you earn, grow income without inflating lifestyle, invest consistently, and prioritize savings. He warns against flashy success stories, consumer culture, and speculation, instead advocating for steady, index-fund investing and disciplined budgeting. The episode also addresses market volatility and debunks the “buy the dip” strategy, showing that long-term consistency outperforms timing attempts. Bill shares his compelling story of waking up to his finances at age 50, shifting from paycheck-to-paycheck living to a 40% savings rate and near financial independence. He emphasizes emotional readiness, sustainable planning, and community support for those starting late. Whether you're in your 30s, 50s, or beyond, this episode delivers practical, empowering advice for reclaiming your financial future. Key Takeaways:• The core rules of personal finance are deceptively simple: spend less than you earn, earn more without inflating your lifestyle, and invest consistently. • Boring, steady investing (like index funds) usually beats market timing or speculative bets. • Many late starters carry emotional baggage around money, but those feelings can become fuel for change. • After the excitement of getting started, real progress is made through slow, steady work over years. • Taking full responsibility for your finances brings peace of mind, even if the numbers aren't pretty at first. • With a solid plan, cutting expenses, and investing consistently, it's doable. Key Timestamps:(00:00) The Stupidly Simple Secret Sauce of Personal Finance (04:58) The Winners are Loud, but the Losers Stay Silent (06:42) Boring is Best: The Case for Index Funds (10:46) The Story of Dave: A Financial Cautionary Tale (15:30) Market Volatility and the Concept of Buying the Dip (25:02) Facing Financial Realities with Bill Yount (29:48) Creating a Financial Plan (35:07) Late Starters and Financial Freedom (39:56) The Role of Social Security (48:51) Investment Advice for Late Starters (56:00) Building a Financial Community 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://catchinguptofi.com/ CUTFI's Facebook group:  https://www.facebook.com/groups/catchinguptofi/ LinkedIn: https://www.linkedin.com/company/catchinguptofi/  Mentions: https://bestinterest.blog/secret-sauce/ https://bestinterest.blog/dave/ https://bestinterest.blog/buy-the-dip/ https://bestinterest.blog/is-tax-loss-harvesting-worthwhile/   More of The Best Interest: Check out the Best Interest Blog at bestinterest.blog Contact me at jesse@bestinterest.blog 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.  

Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may be just around the corner. Felder explains why: The S&P 500 remains dangerously overvalued, despite recession signals Retail traders are driving a leverage-fueled bubble, while insiders are cashing out Tech optimism is fading as AI giants freeze CapEx spending Bonds face a historic risk: a “vigilante revolt” amid surging deficits and inflation The Fed may soon face a policy trap, under political pressure to monetize debt The U.S. dollar may have entered a long-term bear market, shifting the global macro landscape Later in the interview, Rocklinc's CEO, Jonathan Wellum, shares his reaction to Jesse's conversation, discusses his firm's 28% cash position, and outlines where he's still finding value in today's volatile markets. Chapters: 0:26 – Buy the Dip or Bail Out? Jesse Felder on the S&P's Fate 3:56 – Why Stocks Are Still Dangerously Overvalued 8:42 – The AI Bubble? Felder Warns It's Just Like 2000 12:59 – Will the S&P Shatter 4,800—or Plunge to 3,000? 14:32 – The Most Important Chart in the World: Bond Yields 18:04 – Why U.S. Debt Is a Ticking Time Bomb 20:23 – Bond Market Revolt: What It Looks Like & Why It Matters 22:01 – 5.5% Yields? The Fed's Nightmare Scenario 22:43 – The Dollar Is Dying—Here's What to Own Instead 25:28 – Why Oil Could Soar While Everything Else Tanks 27:43 – Recession Already Here? Felder Thinks So 29:16 – The Fed's Impossible Dilemma: Inflation vs. Recession 32:43 – Is Inflation Really Dead? Don't Bet on It 33:13 – Will Jay Powell Be Fired? Inside the Fed Shake-Up 35:27 – The Coming Crash: S&P 4000—and Then Some? 37:01 – Where the Smart Money's Hiding Now 42:04 – Gold at $10,000? Long-Term Bull Case Revealed 44:30 – Jonathan Wellum Reacts: S&P Could Still Drop Hard 48:12 – Why Bonds Still Aren't Safe—Even at 5% Yields 48:29 – Too Late to Buy Gold? Not Quite… 50:22 – Holding 28% Cash: RockLinc's Contrarian Strategy 51:13 – How RockLinc Invests Idle Cash Smarter 51:59 – Final Takeaways from Felder's Market Forecast Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3Rw3WsE 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/ ________________________________________________________________________ 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

We're back with answering YOUR questions and you gave us some good ones. Brian and Bo break down affordable life insurance strategies for high earners with health challenges, how to prioritize saving when adopting a child, and what to do with multiple retirement plans like 401(a), 403(b), and 457s. You'll also learn how the Rule of 55 really works (and how to avoid losing it), plus how to assess the true opportunity cost of going back to school to boost your income. Don't worry, though, we still had plenty of fun along the way. Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Send us a text"RAISE CAPITAL LIKE A LEGEND: https://offer.fundraisecapital.co/free-ebook/"Hey, welcome to another episode of Making Billions, I'm your host, Ryan Miller, and today I have my dear friend Daniel Nikic. Daniel is a global investment research expert and founder of Coherent Research. He's analyzed more than 15,000 companies in sectors like AI, software and data, helping venture capitalists and high net worth individuals and entrepreneurs to make informed investment decisions. So what does this mean? Well, it just means that Daniel is a leading expert who is highly sought after to help venture firms to stay ahead of the economy, and he's about to share his opinions to help you and I do the same.Subscribe on YouTube:https://www.youtube.com/channel/UCTOe79EXLDsROQ0z3YLnu1QQConnect with Ryan Miller:Linkedin: https://www.linkedin.com/in/rcmiller1/Instagram: https://www.instagram.com/makingbillionspodcast/Twitter: https://twitter.com/_MakingBillonsWebsite: https://making-billions.com/[THE GUEST]: Daniel Nikic is a global investment research expert and founder of Coherent Research.[THE HOST]: Ryan is an Angel investor in technology and energy.Support the showDISCLAIMER: The information in every podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening or viewing our episodes, you understand that no information contained in the episodes should be construed as legal or financial advice from the individual author, hosts, or guests, nor is it intended to be a substitute for legal, financial, or tax counsel on any subject matter. No listener of the episodes should act or refrain from acting on the basis of any information included in, or accessible through, the episodes without seeking the appropriate legal or other professional advice on the particular facts and circumstances at issue from a lawyer, finance, tax, or other licensed person in the recipient's state, country, or other appropriate licensing jurisdiction. No part of the show, its guests, host, content, or otherwise should be considered a solicitation for investment in any way. All views expressed in any way by guests are their own opinions and do not necessarily reflect the opinions of the show or its host(s). The host and/or its guests may own some of the assets discussed in this or other episodes, including compensation for advertisements, sponsorships, and/or endorsements. This show is for entertainment purposes only and should not be used as financial, tax, legal, or any advice whatsoever.

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.

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.

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.

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

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

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

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

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  

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.

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!

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

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

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