Podcasts about true wealth

In this episode of Your Retirement Planning Simplified, you will gain insight into the optimal withdrawal order for Canadian retirement accounts — RRSP first, CPP/OAS later, TFSA last. This sequencing can save you tens of thousands in taxes. Joe explains how strategic timing creates more flexible, tax-efficient income and a more secure retirement plan.   Resources YRPS Blog: What Should You Withdraw First: RRSP, CPP, or TFSA? https://retirementplanningsimplified.ca/blog Original Youtube Episode: RRSP vs CPP vs TFSA: What Should You Withdraw First Matthews + Associates: Retirement Planning Process Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/   About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Eine zentrale Kennzahl am Aktienmarkt ist das Kurs-Gewinn-Verhältnis.Die Relation zwischen dem aktuellen Kurs und dem Jahresgewinn pro Aktie soll zeigen, wie günstig oder teuer eine Aktie bewertet ist.Isoliert betrachtet, ist das KGV allerdings nicht sehr aussagekräftig. Ein einzelner Jahresgewinn kann durch kreative Buchführung verzerrt sein.Und ein tiefes, vermeintlich günstiges KGV könnte auf schwaches Wachstum, hohe Schulden oder andere Probleme einer Firma hinweisen.Sinnvoll ist ein KGV-Vergleich von Aktien aus derselben Branche. Hohe KGVs von 40 und mehr sind in wachsenden Sektoren zu finden, jedoch kaum bei defensiven Valoren.Teile deine Erfahrungen mit dem KGV oder anderen Kennzahlen mit mir: felix@truewealth.chMehr über True Wealth erfährst du hier.

In this episode, Howard Klieger, Founder and Managing Partner of Walled Lake Planning and Wealth Management, discusses his path from broker to planner, the psychology behind investing, and the importance of clear family communication and thoughtful portfolio design.

At the age of 16, Nathan was ranked in the top ten nationally as a professional  cyclist until one day he was struck by a vehicle going 6MPH. After being  pronounced dead at the scene, he was taken to a hospital and remained in a  coma for 2weeks. Nathan joins Sharon to discuss his journey to recover,  reinvention and how he turned his tragedy into inspiration and created a  multimillion dollar real estate portfolio along the way. They also discuss their new book they are co-authoring, Old Wealth, New Wealth, True Wealth. To learn more  about Nathan and access his True Wealth Blue Print, visit www.nathanbarkocy.com. 

In this episode, Howard Klieger, Founder and Managing Partner of Walled Lake Planning and Wealth Management, discusses his path from broker to planner, the psychology behind investing, and the importance of clear family communication and thoughtful portfolio design.

Naming beneficiaries and successors might seem simple, but one wrong designation can lead to tax headaches, probate delays, or unfair outcomes for your heirs. In this episode, Joe Curry explains how to properly name beneficiaries across your RRSPs, RRIFs, TFSAs, and non-registered accounts — and how to avoid common estate planning pitfalls that could cost your family thousands.   Key Takeaways Beneficiary vs. Successor — know the difference. A beneficiary receives the account value after death, while a successor (available only to spouses) continues the account tax-free and without interruption. RRSPs and RRIFs carry hidden tax traps. Non-spouse beneficiaries may get the full payout, but the estate — and the executor — must handle the tax bill. TFSAs can pass on tax-free growth — but only with the right setup. Naming your spouse as a successor holder preserves the tax-free status; naming them as a simple beneficiary does not. Non-registered accounts and property often go through probate. Joint ownership or trust structures can help avoid delays and additional costs. Keep designations up to date. Life changes — and so should your beneficiaries. Ensure account designations align with your will to avoid confusion or accidental disinheritance.   Resources Matthews and Associates – Book a Beneficiary Review Call Retirement Planning Simplified Blog Related RPS Podcast Episodes: Ep 92 – Paying for Promises: An Evidence-Based Look at Segregated Funds with Mark McGrath Ep 110 – Estate Planning Fails: Real Stories of What Can Go Wrong with Ellie Muir (Clear Estate)   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/   About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most retirees worry about whether their money will last—but few understand the real variables that determine success. In this episode, we go beyond the usual “spend less, earn more” advice and unpack the math that truly drives a sustainable retirement: the rate of return you actually need, how to stress-test your portfolio against bear markets, and why flexible withdrawals can extend the life of your nest egg. Tyler Emrick, CFA®, CFP®, walks through how a real financial plan uses Monte Carlo simulations, withdrawal sourcing strategies, and tax-smart distribution planning to give you confidence—even in volatile markets. If you want your money to last as long as you do, this episode will give you the framework to make smarter decisions today and a stronger plan for tomorrow. Here's some of what we discuss in this episode:

Grant Cardone is the founder & CEO of Cardone Capital, Author of the 10x Rule, businessman, speaker & billionaire.  Wow! Sitting down with Grant in his Miami studio is an unreal experience and what you're about to hear is some harsh truths about money, wealth and success.  Grant shares how the wealthy actually make money, why you need to stop being a b***h with your money and why you need to drop the excuses to make your life a success.  We talk about the trap of the comfortable middle class, where he feels your best investment is, why real estate is still king and the BS we are fed about money.  Plus, Grant shares why he home schools his kids, writing off multiple private jets, building a following and why he left California.  CoinSpot's "On the Spot" returns along with many truth bombs that will shake up the way you view money and motivate you to drive forward when it comes to building wealth.  Sit back and learn from one of the best in the world, the one and only, Grant Cardone.    Follow Grant on Instagram, YouTube, TikTok or Facebook @grantcardone  Experience Grant Live - Grant Cardone: 10X Your Business, Your Income, And Life  Purchase "The 10x Rule", "Sell or be Sold", "If You're not First", You're Last" or any of Grant's books online or at all good bookstores.    This episode is brought to you by Fleet Plant Hire Solutions. Head to www.fph.com.au for all your earth moving needs!  Buy Bitcoin and over 500 cryptocurrencies for as little as $1 with Australia's most trusted Crypto trading platform, CoinSpot! Australian Crypto & Bitcoin Exchange, Crypto Trading | CoinSpot  Look good, smell good, feel good through Milkman's grooming products! www.milkmanaustralia.com (Use the code "Dosandd" for 20% off your first order)    Follow us on Instagram @dosandd_  Follow us on TikTok @dosandd  Watch & Subscribe to our YouTube Channel here - Dos and D - YouTube Follow us on Facebook here - The Dos & D Show | Facebook  Questions & Enquiries - thedosanddshow@gmail.com 

In this insightful episode, our Founder and CIO, Saurabh Mukherjea, hosts Vishal Dhawan, the founder of Plan Ahead Wealth Advisors, to break down the essential elements of lasting financial success. Vishal shares his journey and reveals why the advisory model you choose is more important than your next stock pick.

Sometimes freedom isn't about adding more, it's about releasing what no longer serves you.This week on the LifePilot Podcast, I'm honored to speak with Genine Howard—entrepreneur, mentor, and world traveler—who chose a path most of us only whisper about in quiet moments: she let go of it all. The house. The cars. The furniture. One suitcase per person. And with her family, she crossed half the globe to build a new life on a quiet Greek island.I recently saw a post she made on Instagram that stoped scrolling and got me booking her on my podcast: Genine and her family had sold everything, the house, the cars, the furniture, packed one suitcase each, and moved to the other side of the world.What began as a simple wish to step off the hamster wheel became a full rebirth of wealth, of purpose, of joy. She learned to navigate visas and unfamiliar streets. She sat with culture shock and chose curiosity over fear. She traded certainty for possibility, pausing her business, teaching herself crypto, creating a whole new business and rediscovering what it means to live, not just perform. Her story isn't about escaping. It's about returning to herself, to her family, to a life that breathes. If you've ever felt the slow pull of a life that once felt like freedom but now feels like a quiet prison… this conversation is for you. Not to convince you to sell everything. But to remind you: you already have the right to imagine something deeper. And sometimes, all it takes is the courage to take the first step, even without a map.What You'll Learn:Why Genine and her family decided to sell everything and leave Australia for GreeceThe surprising reality (and synchronicities!) behind their move abroadHow taking a business sabbatical led to a whole new path in wealth creationWhat it takes to homeschool and raise globally minded kids while living abroadHow Genine rebuilt her relationship with money, learning to grow wealth instead of just making incomeWhy simplicity, community, and intuition became her new success metrics Hosted on Acast. See acast.com/privacy for more information.

Even in retirement, small expenses can quietly drain your income — until you take a closer look. In this episode, Joe Curry shares how a simple personal cashflow audit saved him over $2,000 a year and outlines practical steps retirees can use to find — and fix — their own hidden money leaks. Perfect for Canadians focused on tax-efficient retirement income planning and smarter spending.   Key Takeaways Small leaks sink big ships — even in retirement. Performing a personal cashflow audit can uncover significant amounts in annual savings. Subscriptions add up fast. Many retirees pay for apps, streaming services, or memberships they've forgotten about. Canceling unused ones can free up hundreds of dollars a year. Your needs change in retirement — your insurance should too. Review life, home, and auto coverage regularly to make sure you're not overpaying for outdated protection. Tax inefficiency is an invisible leak. Pulling income from the wrong accounts or missing opportunities like CPP deferral can quietly cost thousands in unnecessary taxes. Question your habits. Routines you've "always done" — from premium cell plans to cable TV — may not serve your retirement lifestyle anymore.   Resources Retirement Planning Simplified Blog Matthews and Associates Book a Cashflow Audit Call Related RPS Episodes: Ep 134 - Smart Tax Strategies for More Efficient Retirement Planning   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/   About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.    

In this episode of the Finding Harmony Podcast, Harmony and Russell sit down with longtime Ashtanga practitioner and certified financial planner Kathy Reisfeld to talk about money, dharma and what it really means to be wealthy. Kathy's story moves from physics and finance in New York City, through the shock of 9/11, to decades of Ashtanga practice and the creation of a Mysore shala in a renovated barn in the Berkshires. Along the way she has guided clients through multiple market crashes, bear markets and bubbles, all while keeping one eye on their portfolios and the other on what truly matters to them. Together, Harmony, Russell and Kathy explore money as energy, the emotional baggage spiritual folks carry about finances, how to invest in a way that matches your time horizon and values, and why diversification is the financial equivalent of a well balanced yoga practice. They also ask tricky questions about capitalism, ethical investing and retirement, reframing them in terms of freedom, choice and dharma rather than fear. If you have ever thought “I am spiritual, so I should not care about money” or felt totally frozen when it comes to investing, this conversation will help you breathe, relax and start treating your financial life as part of your practice instead of something separate from it. What We Talk About Wealth as energy, not just money Kathy's path from physics to finance to Ashtanga yoga New York, 9/11 and the first bear market she had to guide clients through Balancing a finance career and a serious practice The basics of investing for spiritual people who feel scared of money Ethical investing and spiritual discomfort with capitalism Retirement, risk and planning for contingencies rather than escape Money, houses and diversification Investing in education, travel and your own human capital Money as circulation and prana Kathy's life now: a barn, a shala and a wealth advisory firm Guest Bio: Kathy Reisfeld Kathy Reisfeld is a longtime Ashtanga yoga practitioner and certified financial planner with more than twenty five years of experience helping clients reduce stress and worry in their financial lives. She began her career in New York City with Morgan Stanley, guiding clients through multiple market cycles, including the aftermath of 9/11 and the 2008 financial crisis. A “math team kid” who once majored in physics before falling in love with economics, Kathy brings a clear, methodical mind to both money and practice. After decades of studying and practicing Ashtanga in New York with teachers like Guy Donahaye, she eventually moved to the Berkshires, where she and her husband Scott run Berkshire Wealth Group. Kathy recently renovated a barn on their property into a shared space that houses their advisory office upstairs and a Mysore style Ashtanga shala downstairs, Ashtanga Yoga Great Barrington, where Tom and Mary Flynn teach and Kathy holds Friday classes. Her work is rooted in the belief that true wealth is wholeness, and that our financial, physical, mental and spiritual health are inseparable. Relevant Links Mentioned https://www.instagram.com/ashtangagb/ https://www.facebook.com/astangagb/ https://www.ashtangayogagb.com/ Upcoming events: https://harmonyslater.com/events 21 Day Money Magic Manifestation Challenge: https://community-harmonyslater.com/landing/plans/1542444Use PROMO CODE for additional $20 Savings: MANIFESTATIONMAGIC  FREE Manifestation Activation: https://harmonyslater.kit.com/manifestation-activation FIND Harmony: https://harmonyslater.com/ JOIN the Finding Harmony Community: https://community-harmonyslater.com/ Harmony on IG: https://www.instagram.com/harmonyslaterofficial/ Finding Harmony Podcast on IG: https://www.instagram.com/findingharmonypodcast/ FREE 2 min breathwork practice: https://harmonyslater.com/morning-breathwork-optin Find your Spiritual Entrepreneur Archetype! Take the Quiz! https://harmonyslater.com/spiritual-entrepreneur-archetype-quiz BOOK Your Spinal Energetics Session: https://harmonyslater.as.me/

Deine Performance leidet unter Vermittlungsprovisionen.Bezahlt ein Fondsanbieter deine Hausbank für den Vertrieb seiner Produkte, bleiben diese Kosten an dir hängen – egal, ob er es Retrozession oder Kick Back nennt.Obwohl solche Vergütungen tendenziell auf dem Rückzug sind, können sie dich pro Jahr bis zu 0,8 Prozentpunkte deiner Jahresrendite kosten.Erfahre im aktuellen Coffee Break, wie diese Geschäfte zwischen Emittenten und Vermögensverwaltern funktionieren, weshalb dabei Fehlanreize entstehen und warum sich die Justiz damit beschäftigt.Teile deine Erfahrungen mit Fonds und schreibe mir auf felix@truewealth.chMehr über True Wealth erfährst du hier.

In this episode, we hear Paul telling Timothy to seek after true wealth and not fall into the trap of needing more and more!

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth For many retirees, healthcare costs before Medicare can be one of the biggest financial shocks — often exceeding $25,000 a year. But with the right planning, that same $25,000 can turn into a tax credit instead of an expense. In this episode, Tyler Emrick, CFA®, CFP® dives into how the Affordable Care Act's (ACA) Premium Tax Credits work, what is and what isn't expiring after 2025, and how affluent retirees can still qualify through smart income control. From understanding Modified Adjusted Gross Income (MAGI) to leveraging Roth accounts and taxable savings, you'll see how advanced tax planning can make a big difference in bridging the healthcare gap to Medicare. Listen to learn: How the ACA subsidy formula really works The “$1 cliff” that can cost you $17,000 or more Which income sources to use — and avoid — in early retirement How to coordinate investment, tax, and income strategies to seek maximum benefits Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

Even high-net-worth retirees can fall into the trap of financial complexity, with multiple accounts, different advisors, and no clear strategy. In this episode, Joe Curry explains why simplifying your financial life can create more control, smarter tax planning, and greater peace of mind. Learn how coordination, clarity, and a single cohesive plan can strengthen your retirement income strategy.   Key Takeaways Complexity creates confusion and missed opportunities. When investments are scattered across institutions, it's hard to see the big picture — leading to inefficiency and inaction. Diversification isn't about having money with many advisors. Real diversification happens when your investments are coordinated under one structured portfolio that works in harmony. Simplification unlocks smarter tax planning. With a unified view, you can coordinate RRSP, TFSA, and non-registered withdrawals to minimize lifetime taxes and avoid OAS clawbacks. A coordinated plan gives you clarity and confidence. Seeing your full financial picture in one place makes it easier to make decisions and understand how each dollar supports your goals. An advisor helps you stay simple and strategic. A great advisor continually reviews, rebalances, and coordinates your plan — keeping things clear, efficient, and aligned with your life.   Resources YRPS Ep # 134 – Smart Tax Strategies for More Efficient Retirement Planning A previous episode of YRPS that touches on how to build a tax-efficient retirement income plan Book a Call with Matthews + Associates   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/   About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Are you constantly looking for the "secret sauce" or the next big strategy in real estate? In this episode, Chad Harris reveals that the biggest obstacle standing between you and True Wealth isn't the market or the economy—it's the distractions you chase looking for a shortcut.Chad breaks down why "shiny object syndrome" kills progress and simplifies your path to success into just three non-negotiable daily activities: running numbers, making offers, and finding funding. Stop looking for a magic bullet and start doing the work that actually gets results. Plus, stay tuned to the end for a free resource to help you talk to sellers with confidence.Want an easy script to follow when talking with a seller? Click here for the Free Motivated Seller Call Script.Connect with Chad on LinkedIn⁠⁠Follow Chad on Instagram⁠⁠Follow Chad on YouTube⁠⁠Follow True Wealth on Facebook⁠Be sure to leave a rating & review to let us know how this show has helped YOU!Visit our website at ⁠⁠www.TrueWealthInvestors.com⁠⁠ for more real estate wisdom and resources.

This $3 Billion Firm Loves Investing In Deep Value. True Wealth Isn't Rushed, It's Engineered Full name: Joshua BaroneTitle: Principal Wealth ManagerCompany name: Savvy Wealth Website: Experience Wealth Management, Redefined. | SavvyAUM: Savvy Advisors manages over $3 billion in assets under managementBio: Josh Barone is a financial advisor based in Reno, Nevada, and joined Savvy Advisors in early 2025. As the co-founder of a trust company and investment advisory firm, he brings over 30 years of experience guiding clients on their financial journeys. Josh leverages active macroeconomic, quantitative, and tax strategies to manage risk and help families achieve lasting financial independence, acting as a guardian for future generations. Trust, consistency, and accessibility are central to the long-standing relationships he builds with clients.

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In this episode of Your Retirement Planning Simplified, Joe Curry unpacks essential cybersecurity lessons for retirees, based on insights from expert Darren Mar, Director of Client Solutions at NPC Dataguard, who recently led an informative cybersecurity webinar for clients of Joe's firm, Matthews + Associates.  Learn how to protect your retirement savings, personal data, and peace of mind from online threats with simple, practical steps that safeguard your digital and financial life.   Key Takeaways Cybersecurity is part of retirement security. Your wealth, identity, and digital assets are all connected — protecting them is as important as managing your investments. Most cyberattacks target individuals, not just corporations. Retirees are prime targets because of their savings, steady income, and tendency to trust legitimate-looking communications. Five essential layers of protection. Multi-factor authentication, long passphrases, regular software updates, secure backups, and professional-grade security tools dramatically reduce your risk. Awareness beats fear. You don't need to be a tech expert — just build consistent habits, question unexpected messages, and know what to do if something feels off. Peace of mind is part of your plan. Cybersecurity helps protect not only your money but your confidence and independence in retirement.   Resources Darren Mar, Director of Client Solutions at NPC Dataguard Darren recently led a webinar about Cybersecurity for our Fall 2025 Client Event at Matthews + Associates Cybersecurity & Identity Theft Checklist Request your free copy by emailing us: info@retirementplanningsimplified.ca YRPS Ep #97 Blog: Safeguard your Savings: Outsmart Cybercriminals Targeting Your Money with Scott Wright Previous YRPS episode with related content Matthews + Associates   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/   About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/   About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Chad is joined by a very special guest, his son Aiden, to discuss the concept of building a financial legacy and their key takeaways from the National Real Estate Summit. They cover the real estate market shift (from a seller's to a buyer's market) and the opportunities that arise for skilled investors and wholesalers, despite high holding costs and interest rates.Aiden, fresh from the Youth Academy track, provides his three crucial lessons for younger investors:The astonishing power of compounding interest and how taxation drastically reduces its effect.Defining "True Wealth" beyond money, focusing on what wakes you up excited every morning.The advice from a legendary investor: mold your business around your true wealth, ensuring your ventures support the life you desire.Chad concludes with his final, essential takeaway for all investors: Stop worrying about market timing, and start buying rentals now.Connect with Chad on LinkedInFollow Chad on InstagramFollow Chad on YouTubeFollow True Wealth on FacebookBe sure to leave a rating & review to let us know how this show has helped YOU!Visit our website at ⁠www.TrueWealthInvestors.com⁠ for more real estate wisdom and resources.

his week on The Conscious Consultant Hour, Sam welcomes Sarah McCrum, a visionary money consciousness coach, and educator whose work is transforming how people around the world relate to wealth. Sarah is also the author of the new book, Love Money, Money Loves You.After a profound spiritual experience in which she received direct messages from the energy of money itself, Sarah devoted her life to helping others heal their financial anxiety and rediscover money as a loving, supportive force. Her teachings invite us to move beyond scarcity and into a deeper alignment with abundance, generosity, and ease.Drawing on her decades of work with entrepreneurs, leaders, and families, Sarah shares how our beliefs and emotions shape the flow of prosperity in our lives. Through her programs and live masterclasses, she helps people create what she calls genuine wealth, a blend of financial freedom, emotional wellbeing, and soulful purpose. Her approach is practical yet deeply spiritual, combining energy awareness with grounded steps for living in harmony with the natural flow of giving and receiving.In this heartfelt conversation, Sam and Sarah explore how shifting the way we feel about money can shift everything. Together, they look at how personal transformation ripples outward, changing not only our bank accounts, but also our communities and the larger systems we're part of. This episode will leave you inspired to see money not as a source of stress, but as an ally in creating a more conscious, compassionate world.Tune in and share your own relationship with the energy of money on our YouTube livestream or on our Facebook page.amzn.to/48JZaS6Support this podcast at — https://redcircle.com/the-conscious-consultant-hour8505/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Are you chasing wealth — or are you building it?Welcome! In this episode we dig into why wealth is a long-game, not a quick win, and how the daily little decisions you make shape your financial future more than flashy one-time purchases. Drawing on the insights of Morgan Housel's work and the idea of internal vs external benchmarks, we'll explore how to spend (and save) consciously, avoid common traps, and build a life that truly supports you.Many of us fall into the trap of trying to impress others — the bigger house, the luxury car, the Instagram-worthy vacation. These external benchmarks may give brief excitement, but often they are expensive, drain our savings, and don't deliver the long-term happiness we expect. Housel reminds us: “If nobody was watching, how would I choose to live?”Instead, when we align our money with our internal benchmarks — things like time with loved ones, freedom, meaningful experiences, independence — we tend to spend with purpose, save with intention, and build wealth rather than chase status. We'll talk about everyday habits: setting a savings rate, resisting lifestyle creep, choosing utility over status, defining your “enough” and paying your future self first.We'll also cover some of the major challenges: FOMO, status-driven spending, and short-term gratification vs long-term benefit. For each one we'll offer practical ways to catch yourself, shift your mindset, and pivot your behavior.By the end of the episode you'll have actionable takeaways: one habit to implement today, one spending choice to rethink this week, and a reminder that building wealth isn't glamorous — but it is powerful when done consistently.What you'll learn:Why wealth = what you have minus what you want (and why the “what you want” matters just as much).How to tell if your money is being spent for you or for others.Simple daily actions that build wealth over decades instead of chasing one big lightning strike.How to handle the mental challenges of comparison, social pressure and impulse-spending.Join the conversation: What spending decision surprised you this year? What internal benchmark matters most to you? Drop a comment below — your insight might help someone else.If you found value in this episode, please give it a thumbs up, click subscribe and turn on notifications so you don't miss future deep-dives into money mindset, investing habits and designing a life of financial freedom.Thanks for being here. Remember: building wealth is a slow journey — but it's the one that lasts.**Support the Stream By Shopping at Our Store** Buy Your Financial Mirror Gear: https://www.thefinancialmirror.org/shop YouTube: https://www.youtube.com/@thefinancialmirrorRumble: https://rumble.com/TheFinancialMirrorFacebook: https://www.facebook.com/thefinancialmirr0rX: https://twitter.com/financialmirr0rInstagram: https://www.instagram.com/thefinancialmirror/Podcast: https://creators.spotify.com/pod/show/thefinancialmirrorIf you are in need of a Financial Coach, don't waste another day of being in debt, not planning for retirement, or simply wondering where your money went each month. Today is the day to take control of your finances and I can help, no issue is too big or too small. Contact me at https://www.thefinancialmirror.org/#InvestInYourself #PersonalFinance #FinancialEmpowerment #personalfinance #financialfreedom #finance #money #investing #financialliteracy #financialindependence #budgeting #debtfreecommunity #financialplanning #debtfree #financialeducation #debtfreejourney #wealth #financetips #business #budget #investment #entrepreneur #moneymanagement #moneytips #stockmarket #financialgoals #invest #motivation #debt #savings #moneymindset #savingmoney #success #wealthmindset #buildwealth #moneymindset #MorganHousel #longgame

What does prosperity really mean — and how can women redefine it on their own terms? In this empowering episode of the Investor Mama Podcast, host Jen Narciso sits down with Ruchi Pinniger, founder of Watch Her Prosper, to break down the three essential pillars of building wealth with meaning, purpose, and peace of mind. Ruchi shares her journey from corporate finance to redifing how we think about money. She also hares her RIR Method™ tools (Recognize, Interrupt, Reframe™) to change your mindset and live on your own terms. Once you decide what you want she helps you plan for it with ease. Tune in!

When it comes to CPP timing, the math often says "wait until 70" - but life isn't lived in a spreadsheet. In this episode, Joe Curry explores why taking your Canada Pension Plan early—sometimes even at 60—can be a smart, meaningful choice for your lifestyle, legacy, and peace of mind. Key Takeaways from this Podcast CPP timing isn't just about math — it's about meaning. The "optimal" financial choice may not be the one that helps you live your best retirement. Taking CPP early can increase flexibility. Early benefits can fund experiences, family gifts, or charitable giving when you're healthiest and most active. Zero-earning years can reduce your benefit. If you retire before 65 but delay CPP, those years may count against you in the CPP calculation. Not everyone needs longevity insurance. If you have pensions, rental income, or sufficient savings, delaying CPP might not be worth the trade-off. Behavioral comfort matters. If you're hesitant to draw from investments, that monthly CPP cheque might help you enjoy your retirement more freely. Resources Mentioned in this Podcast Episode 157: How to Delay CPP to Age 70 Without Sacrificing Retirement Income Episode 106: Understanding Your Retirement Income Personality for Success, with Wade Pfau Matthews & Associates Retirement Planning Process   Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog  Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more here: https://matthewsandassociates.ca/vsl/    About Joe Curry Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, he is committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ Website: https://matthewsandassociates.ca/vsl/    About Retirement Planning Simplified Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

In True Wealth, Pastor Sean Gasperetti teaches from Matthew 19, revealing that following Jesus always costs something—but what we gain in Him is worth far more than what we give up. Through the story of the rich young ruler, we see that true discipleship means surrendering what grips our hearts and trusting that treasure in heaven is better than comfort on earth. Life's real wealth is found not in what we hold onto, but in who we follow.

In this week's episode, I'm diving deep into a topic that's completely reshaping the way we think about abundance, the eight forms of true wealth. Inspired by Robin Sharma's The Wealth Money Can't Buy, I explore what it really means to live a rich, fulfilled life that goes far beyond what's in your bank account. From growth and wellness to community, adventure, and service, we'll talk about the different ways you can expand your sense of prosperity and start noticing just how abundant you already are.If you've ever found yourself chasing the next milestone only to still feel like something's missing, this one's for you. Expect real talk, relatable stories, and practical mindset shifts that'll help you redefine success on your own terms... not society's. You'll come away feeling lighter, more grateful, and inspired to build wealth that fills your heart as much as your purse!www.mani-fest.uk

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In this episode of Retire Smarter, Tyler Emrick, CFA®, CFP®, breaks down how to gift smarter — whether your goal is to support family or give back to charity. With the One Big Beautiful Bill Act (OBBBA) reshaping charitable deductions starting in 2026, now is the time to rethink your strategy. Tyler explains why cash may not be the best asset to give, how Donor-Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) can maximize your tax efficiency, and what to know about new AGI floors and deductions. If you want to make your generosity go further — for your loved ones, your favorite causes, and your long-term financial plan — this episode will help you do just that. Here's some of what we discuss in this episode:

Wondering if your retirement portfolio is really performing well? In this episode of Your Retirement Planning Simplified, Joe Curry explains why comparing your portfolio to indexes like the TSX or S&P 500 can be misleading. Learn how to evaluate investment performance based on your personal goals, asset mix, and income needs — not on market headlines. Key Takeaways from this Episode Stop Comparing to the TSX. Your retirement portfolio is designed for stability and income, not for competing with stock indexes built for accumulation. Diversification Is the Real Benchmark. A well-structured retirement portfolio should include Canadian, U.S., international, and fixed-income holdings — each with its own purpose. Asset Allocation Should Reflect You. Your mix of stocks and bonds should align with your risk tolerance, income needs, and guaranteed income sources like CPP, OAS, or pensions. Evidence Beats Guesswork. Research like the SPIVA scorecard consistently shows that active managers rarely beat the market after fees — supporting an evidence-based approach. Stay Focused on Purpose, Not Performance Chasing. Evaluate your portfolio by asking whether it's helping you meet your income goals and maintain peace of mind, not whether it's "winning" against the market. Resources Mentioned in this Episode SPIVA® Canada Scorecard (S&P Global) Previous Episode of YRPS: The Bond Tent Strategy Thank you for listening! You can get a full breakdown of each episode on our blog: https://www.retirementplanningsimplified.ca/blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights! Ready to take the next step? Identify your retirement income style with the RISA questionnaire at https://account.myrisaprofile.com/invitation-link/88QG1TMQ12 Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more at https://matthewsandassociates.ca/our-process/ ABOUT JOE CURRY Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, he is committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future. You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ https://matthewsandassociates.ca/ https://www.facebook.com/RetirementPlanningSimplified/ ABOUT RETIREMENT PLANNING SIMPLIFIED Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified DISCLAIMER Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Lessons from Japan's Zen Millionaire - Ken Honda In this episode, I sit down with Ken Honda—Japan's bestselling author, speaker, and “Zen Millionaire”—to explore how money carries energy and how you can shift from scarcity to abundance with peace and joy. Ken, the internationally acclaimed author of Happy Money and True Wealth, shares how to heal your relationship with money, create emotional freedom around your finances, and cultivate what he calls stress-free wealth. We dive into:

Lessons from Japan's Zen Millionaire - Ken Honda In this episode, I sit down with Ken Honda—Japan's bestselling author, speaker, and “Zen Millionaire”—to explore how money carries energy and how you can shift from scarcity to abundance with peace and joy. Ken, the internationally acclaimed author of Happy Money and True Wealth, shares how to heal your relationship with money, create emotional freedom around your finances, and cultivate what he calls stress-free wealth. We dive into:

In this episode, I sit down with Ken Honda—Japan's bestselling author, speaker, and “Zen Millionaire”—to explore how money carries energy and how you can shift from scarcity to abundance with peace and joy. Ken, the internationally acclaimed author of Happy Money and True Wealth, shares how to heal your relationship with money, create emotional freedom around your finances, and cultivate what he calls stress-free wealth. We dive into:

In this episode of the Growth Now Movement, I sit down with Bill Cates, one of the leading voices in the world of referrals, client relationships, and financial success. Bill's journey is far from ordinary — from his early days as a rock and roll drummer to becoming a best-selling author, speaker, and expert in the financial services industry, his story is packed with lessons on reinvention, resilience, and redefining success. We dive into his brand-new book, The Hidden Heist, and unpack the mindset shifts that can help anyone unlock greater abundance — both financially and personally. Bill shares his perspective on how our beliefs, self-worth, and value perception directly shape our relationship with money. This isn't just about making more — it's about changing how you think about money, time, and value so you can create long-term fulfillment and balance. Throughout our conversation, Bill reveals the practical strategies that have helped countless professionals and entrepreneurs build thriving businesses through referrals and relationships. We talk about how to increase the real value you bring to others, the magic of compounding value (not just compounding interest), and how the smallest consistent actions can create massive long-term success. Bill also opens up about his personal life — from getting married later in life to becoming a father — and how those experiences transformed his understanding of love, legacy, and what success truly means. It's an honest, powerful conversation that bridges business and life, strategy and heart, ambition and contentment. Whether you're a financial advisor, entrepreneur, or someone simply looking to redefine your money mindset, this episode will give you tools and perspective to grow your wealth, deepen your relationships, and live more intentionally. In This Episode, You'll Learn: How to shift your money mindset to attract more abundance and flow Why your beliefs about value determine your income and impact The real power of referrals and client relationships for business growth How compounding value leads to exponential results in life and business Practical strategies to build trust and deliver transformation to clients The importance of rest, rejuvenation, and balance in sustainable success How fatherhood reshaped Bill's view of success, purpose, and love

Being rich is having a high bank account balance; being wealthy is having a life rich in time, purpose, peace, and control. By making this distinction, you unlock these profound benefits:You Achieve Financial Freedom, Not Just Income:The Benefit: You shift your focus from simply earning more (the rat race) to building assets and systems that buy back your time. This is the only path to genuine Financial Freedom, where your income no longer dictates your daily schedule. You stop selling your time for money.Keywords: Financial Freedom, Passive Income, Escape the Rat Race, Sustainable Wealth.You Prioritize Peace Over Pressure:The Benefit: The pursuit of "richness" often comes with crippling stress, anxiety, and the need for external validation. When you prioritize wealth, you focus on inner clarity and peace. This mindset ensures your success is sustainable and protects you from the emotional burnout that plagues many high-earners.Keywords: Inner Peace, Wealth Mindset, Sustainable Success, Overcome Burnout.You Gain True Control and Purpose:The Benefit: Wealth is the ultimate tool for autonomy. It gives you the freedom to say 'no' to things that drain you and 'yes' to work that is meaningful and aligns with your life purpose. This focus on contribution and meaningful work is the final layer of True Wealth that no amount of money alone can buy.Keywords: Life Purpose, True Control, Personal Autonomy, Define Success.Stop letting the pursuit of money steal your happiness. It's time to define and build the wealthy life you truly deserve.

In today's episode, I'm joined by Wade Reed, a financial coach, entrepreneur, husband, and father whose faith and family fuel his purpose. We talk about the journey from scarcity to abundance — and how losing everything can sometimes be the best teacher. I share the story of building wealth, losing over $100 million, and discovering that happiness doesn't come from what we earn, but from who we become. Together, we explore what it means to “engineer” wealth, how to stop living in the “I'll be happy when” mindset, and why real success starts with gratitude, purpose, and faith.

In this episode of Your Retirement Planning Simplified, Joe breaks down the five and a half guaranteed retirement income sources every Canadian should understand—from CPP and OAS to pensions and annuities. Learn how to build a dependable retirement income floor so you can retire with confidence and weather any market conditions.     Key Takeaways from this Episode Defined Benefit Pensions – A disappearing but powerful guaranteed income source, backed by employers or plan sponsors. Know your plan's funding health and inflation protection. Canada Pension Plan (CPP) – One of the most reliable lifetime income streams. Delaying CPP can act as “longevity insurance,” boosting payments by 8.4% per year after age 65. Old Age Security (OAS) – Government-funded and guaranteed, but subject to clawbacks for higher-income retirees — making tax-efficient withdrawal strategies critical. Annuities – Think of these as “do-it-yourself pensions.” You exchange a lump sum for guaranteed lifetime income, ideal for those who value simplicity and peace of mind. Guaranteed Minimum Withdrawal Benefits (GMWBs) – Hybrid investment-insurance products that can provide guaranteed income while keeping you invested, though often with complexity and higher fees. Bonus (“Half”) Sources: GIS for lower-income retirees and rental income, which may feel stable, but lacks a true guarantee.     Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12     Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more at https://matthewsandassociates.ca/our-process/  Don't forget to like, comment, and subscribe for more simplified retirement planning insights! ABOUT JOE  CURRY Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, he is committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/   https://www.facebook.com/RetirementPlanningSimplified/                https://matthewsandassociates.ca/      ABOUT RETIREMENT PLANNING SIMPLIFIED Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified         DISCLAIMER Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

1412 Get ready to meet a powerhouse entrepreneur who's turned adversity into his greatest asset. He's built his business through grit, resilience, and a deep understanding of financial strategy — helping other entrepreneurs grow real, lasting wealth. Please welcome to the show… Elliot Kallen!Website: https://prosperityfinancialgroup.com/Social Media: https://www.linkedin.com/in/elliotkallen/Want to create live streams like this? Check out StreamYard: https://streamyard.com/pal/d/6164371927990272

In part two of this powerful conversation, Dr. Lauryn and Kiera Dent go beyond burnout to talk about what comes after fixing your business finances—how to build true wealth, create freedom, and stop trading every hour for income. Picking up where last week left off, they dive deep into the realities of money, marriage, and mindset in healthcare ownership.Together, they discuss the “spender vs. saver” dynamic in relationships, how to align your financial goals with your partner, and why discipline and simplicity are the keys to long-term security. Lauryn shares how she diversified her income through real estate, crypto, and personal branding, while Kiera outlines her step-by-step system for mapping financial freedom levels—from survival to abundance. If you've ever wondered how to actually buy back your time as a healthcare entrepreneur, this is your roadmap.Key Takeaways:Make the money, keep the money. Profit margins are just the start—wealth comes from disciplined saving, investing, and resisting lifestyle creep.Balance spender vs. saver energy. Success in business and marriage requires clear financial communication and shared vision, not control or guilt.Diversify your income streams. Lauryn shares how adding digital products, real estate, and crypto created freedom beyond her clinic.Buy back your time. Hiring leadership like a Director of Operations and learning to delegate are key to scaling and reclaiming your energy.Reinvent yourself every 7–12 years. Growth requires embracing change instead of fighting it—career reinvention is part of a healthy, evolving life.About the Guest:Kiera Dent is the CEO and founder of The Dental A Team, where she and her team consult with hundreds of dental practices nationwide. Drawing on her experience in nearly every role within a dental office, Kiera helps teams streamline systems, elevate accountability, and boost profitability while still living their best lives. Her mission is to positively transform the structure and culture of dental practices, empowering providers and teams to achieve greater success with less stress.Listen to The Dental A Team: Spotify | AppleFollow Kiera: Instagram Check out all things The Dental A TeamResources:Join Callan Faulkner's Automate to Accelerate: The Only Proven System to Transform Hire-First Founders into AI Architects and Build Lean, Profitable Businesses That Scale Without BloatGrow Your Following: A 3-Day Bootcamp for Healthcare Providers Who Want More Reach, More Followers, and More Impact (October 28th, 29th, 30th)Join The Uncharted CEO: An 8-week immersive experience for clinic owners designed to increase revenue, maximize profits, and build cash flow systems that create freedom NOW, not at 65. Not sure if The Uncharted CEO is right for you? Take the quiz and find out!Join

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Most don't realize how important structure and strategy impacts an investment's tax efficiency. Tyler Emrick, CFA®, CFP®, breaks down how investment vehicles — from mutual funds to ETFs, Direct Indexing, and Tax-Aware Long/Short (TALS™) strategies — impact your after-tax returns. Learn why mutual funds can surprise you with taxable distributions, how ETFs use in-kind redemptions to avoid them, what SMAs are and how they may help, and how modern innovations like long-short overlays unlock new levels of tax efficiency. Here's some of what we discuss in this episode:

  Most retirees view mandatory RIF withdrawals as a tax trap—but what if they're actually a strategic advantage?  In this episode, Joe Curry explains how smart RIF planning can reduce lifetime taxes, protect OAS and government benefits, and even help grow wealth. Learn how to use income smoothing, tax brackets, and the three-bucket strategy to master retirement income planning. Key Takeaways ·       RIF withdrawals aren't a punishment—they're part of a tax-deferred system designed for the decumulation phase of retirement. ·       Starting RRSP withdrawals early can smooth out income and prevent OAS clawbacks later in life. ·       The pension tax credit offers up to $2,000 in RIF withdrawals tax-free after age 65. ·       Using the three-bucket strategy—pre-tax, tax-free, and taxable—helps optimize annual withdrawals and minimize taxes. ·       Annual reviews are essential to adapt your withdrawal strategy as tax rules, income, and benefits change. —------------------------------------------------------------ Ready to take the next step?  Identify your retirement income style with the RISA questionnaire at  https://account.myrisaprofile.com/invitation-link/88QG1TMQ12  Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap — a step-by-step process to align your finances with your ideal retirement. Learn more at https://matthewsandassociates.ca/our-process/   Don't forget to like, comment, and subscribe for more simplified retirement planning insights! —------------------------------------------------------------   ABOUT JOE  CURRY Joseph Curry, also known as Joe, is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, he is committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.  You can reach out to Joe through: LinkedIn: https://www.linkedin.com/in/curryjoe Website: https://www.retirementplanningsimplified.ca/ https://matthewsandassociates.ca/  https://www.facebook.com/RetirementPlanningSimplified/  ABOUT RETIREMENT PLANNING SIMPLIFIED Founded in 2022, its mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. RPS wants everyone to have access to simple, reliable tools that reflect their values and priorities, helping them create True Wealth—the freedom to do what they love with those they love. By simplifying retirement planning and aligning it with the retiree's purpose, RPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ Instagram: https://www.instagram.com/retirement_planning_simplified Podcast/Blog: https://www.retirementplanningsimplified.ca/blog Youtube: https://www.youtube.com/@retirementplanningsimplified     —------------------------------------------------------------- Disclaimer: Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

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 3307: Chris Guillebeau challenges the conventional notion of success by contrasting the purchase of an expensive SUV with the life-changing experience of visiting 100 countries. He reminds readers that real wealth lies in experiences, freedom, and memories, not in depreciating possessions. Read along with the original article(s) here: https://chrisguillebeau.com/100-countries-or-an-suv/ Quotes to ponder: "Most people spend their money on things that depreciate quickly, instead of on things that increase in value over time." "With travel, the more you do, the richer you become." "Memories, experiences, and personal growth are things that no one can repossess." 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 3307: Chris Guillebeau challenges the conventional notion of success by contrasting the purchase of an expensive SUV with the life-changing experience of visiting 100 countries. He reminds readers that real wealth lies in experiences, freedom, and memories, not in depreciating possessions. Read along with the original article(s) here: https://chrisguillebeau.com/100-countries-or-an-suv/ Quotes to ponder: "Most people spend their money on things that depreciate quickly, instead of on things that increase in value over time." "With travel, the more you do, the richer you become." "Memories, experiences, and personal growth are things that no one can repossess." Learn more about your ad choices. Visit megaphone.fm/adchoices

About the Guest(s):Amy Irvine is the CEO and founder of Rooted Planning Group, a financial planning firm dedicated to fostering authentic money conversations that align with clients' personal goals. Amy has built a career around helping individuals define and achieve their concept of "true wealth," emphasizing financial literacy, personal insight, and strategic planning tailored uniquely to each client. Her collaboration with Money Quotient has further solidified her expertise in creating meaningful financial strategies.Episode Summary:In this enlightening episode of Money Roots, Amy Irvine delves into the concept of "true wealth" and challenges the common perception of wealth being synonymous with material riches. Through her experiences, particularly a personal revelation during a hiking trip in the Adirondacks, Amy illustrates how determining what "enough" means is crucial for financial and personal well-being. She emphasizes the importance of identifying one's own tree line, the point where personal satisfaction equates to true wealth beyond the accumulation of material possessions.Amy further explores the obstacles to financial freedom, citing incorrect money messages and lack of financial literacy as major hindrances. The episode underscores the significance of understanding personal money beliefs—often rooted in childhood experiences and societal influences—and encourages listeners to seek proper financial education. Amy suggests practical exercises and resources that can help listeners gain deeper personal insights and improve financial literacy. The episode also touches on the role of financial security in offering life options, stressing that real wealth is in aligning financial resources with personal values and life goals.Key Takeaways:Defining True Wealth: True wealth is about recognizing and appreciating when you have enough, not merely the accumulation of more.Money Quotient Partnership: Rooted Planning Group uses tools from Money Quotient to help clients align financial strategies with personal values.Financial Freedom Obstacles: Identifying and overcoming common roadblocks such as misleading money beliefs and a lack of financial education is essential.Influences on Money Beliefs: Personal financial values are heavily influenced by childhood experiences and societal norms.Financial Literacy Exercises: Engaging in thought-provoking exercises can provide valuable personal insights and enhance financial knowledge.Notable Quotes:"Everybody has that moment that they're like, yeah, this is enough. I don't need any more.""Our culture has it at its core, the idea that more is better. Yet the underlying qualities that truly affect happiness are not advanced one wit by having more material things.""True wealth is you've realized when your time is where you want it to be, your energy is where you want it to be, and the money that is needed towards reaching those goals is enough for you.""Listening to the wrong money messages and lack of financial literacy are the two main obstacles to financial freedom.""Money can buy options, and that's something that's really important."Resources:Rooted Planning GroupMoney Quotient"Everything You Know About Money is Wrong" by Karen RamseyListeners are encouraged to dive into the full episode for more in-depth discussions and insights...

Want to start, grow, and monetize your own podcast? Watch ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Podcast Success Secrets⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Welcome to the optYOUmize Podcast where we help entrepreneurs build the business AND life of their dreams. Get tips, tactics, stories, and inspiration from interviews with business and personal development experts and lessons from my own successes and failures so you can make more, work less, and live better. You don't have to go it alone--we're here to support and motivate you, and encourage you to keep going until you reach your goals. Follow optYOUmize Podcast with Brett Ingram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Summary Brett Ingram interviews JC Chamberlain, a serial entrepreneur and national champion athlete, who shares his inspiring journey of resilience and personal growth. JC discusses his early life, the challenges he faced, including a near-fatal bicycle accident, and how he transformed adversity into opportunities. He emphasizes the importance of vulnerability, community, and mental health in both personal and professional realms. JC also introduces his Emotional Wealth Framework, which outlines the interconnectedness of various aspects of life that contribute to overall well-being. The conversation concludes with practical tips for entrepreneurs and the significance of belonging and connection in achieving success. Visit https://antidotethebook.com to learn more about JC, connect with him, tap into virtual coaching and more. Chapters 00:00 Introduction to JC Chamberlain's Journey 02:36 Overcoming Adversity and Building Resilience 05:32 The Messy Process of Entrepreneurship 08:16 The Life-Altering Bicycle Accident 10:49 Lessons from the Accident and Spiritual Insights 13:26 The Importance of Determination and Willpower 16:01 Strategies for Reframing Challenges 18:44 Scaling Businesses: Insights from Experience 21:14 Finding Opportunities in Mundane Places 23:59 Managing Stress and Mental Health 26:25 The Value of Connection and Community 29:09 Emotional Wealth Framework Explained 31:24 Final Thoughts and Tips for Success #resilience #personalgrowth #personaldevelopment #entrepreneurship #optyoumize #brettingram #entrepreneurpodcast #podmatch Learn more about your ad choices. Visit megaphone.fm/adchoices

Dalai Lama's timeless wisdom meets real-world leadership in this conversation with Dinesh Chandra, transformational coach and co-founder of the Global Wellbeing Network.

Financial freedom didn't come easy for Grant Cardone. Raised by a single mother after his father's early death, he saw firsthand how financial insecurity traps the middle class and vowed to break the cycle. Using unconventional strategies  like "storing money" instead of saving, living off passive income, and scaling investments, he built a multi-billion-dollar empire. In this episode, Grant shares how to grow wealth, maximize cash flow, and invest strategically to create a business that thrives in any economy. In this episode, Hala and Grant will discuss: (00:00) Introduction (01:15) His Childhood Struggles and Money Mindset (07:06) Why Saving Fails and Cash Flow Wins (12:17) Passive Income as the Key to True Wealth (19:44) Building an Unbreakable Business in a Recession (28:59) Strategies For Dominating Social Media (33:32) Investing in Social Media for Brand Growth (37:58) Grant's Morning Routine and Goal Setting Strategy? Grant Cardone is a serial entrepreneur, bestselling author, equity fund manager, real estate investor, and the CEO of Cardone Capital. He is the founder of the 10X Movement and leads seven privately held companies that generate $750 million annually. Known for his 10X Growth Conference and bold investment strategies, Grant has inspired entrepreneurs worldwide to think bigger and achieve financial freedom through smart financial planning. He has been recognized by Forbes as a top social media business influencer. Sponsored By: Airbnb - Find yourself a cohost at airbnb.com/host  Indeed - Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/PROFITING  Shopify - Start your $1/month trial at Shopify.com/profiting.  Mercury - Streamline your banking and finances in one place. Learn more at mercury.com/profiting  Open Phone - Get 20% off your first 6 months at OpenPhone.com/profiting.  DeleteMe - Remove your personal data online. Get 20% off DeleteMe consumer plans at to joindeleteme.com/profiting  SKIMS - Shop SKIMS Fits Everybody collection at SKIMS.com  Policy Genius - Secure your family's future with Policygenius. Head to policygenius.com/profiting  Masterclass - Get an additional 15% off any annual membership at https://masterclass.com/profiting  BitDefender - Save 30% on your subscription at bitdefender.com/profiting  Resources Mentioned: YAP E368 with Grant Cardone:  Grant's Book, The 10X Rule: bit.ly/The_10XRule  Grant's Website: grantcardone.com Grant's LinkedIn: linkedin.com/in/grantcardone  Grant's Instagram: instagram.com/grantcardone  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, Personal Finance, Stock Market, Scalability, Risk Management, Business Coaching, Finance Podcast 

Keala Kanae is a speaker, author, and the Founder & CEO of Inspirean and the creator of The Power Code™. Once broke and nearly homeless, Keala transformed his life by harnessing personal development and online entrepreneurship—going from a coffee shop barista to building a business that generated $40 million in revenue.In this episode, we go beyond surface-level success to explore the deeper questions that guide lasting fulfillment. Keala shares the pivotal mindset shifts that helped him rise from desperation to purpose, what it really means to build wealth that feels abundant, and how to stop outsourcing our self-worth to achievement. We also talk about the illusions of success, rewriting your money story, the dark night of the soul, and finding the courage to pivot when your soul says it's time—even after you've built everything.Keala's story is raw, real, and incredibly inspiring. Whether you're looking to start something new or just need a reminder that reinvention is possible at any age—this conversation is here to light your fire.Topics We Cover:Keala's powerful journey from rock bottom to entrepreneurRedefining “wealth” beyond income and accoladesWhy identity shifts are key to lasting transformationWhat to do when success feels emptyHealing your relationship with money and self-worthListening to your soul when it's time to evolveBalancing ambition with presence and alignmentHow to stop “achieving” your way to burnoutGetting back to peace and purposeThe new paradigm of wealth building (and why it's spiritual)Links & Resources:Keala Kanae: https://www.kealakanae.comInstagram: https://www.instagram.com/kealakanaebackup/Tiktok: https://www.tiktok.com/@keala_kanaePlease remember to rate, review, and follow the show – and share with a friend!Find Amy's affiliates and discount codes: https://amyedwards.info/affiliatepageAll links: ⁠⁠⁠amyedwards.info⁠⁠⁠Instagram: ⁠⁠⁠@realamyedwards⁠⁠⁠Fight For Her: ⁠⁠⁠fightforher.net⁠⁠⁠TikTok:⁠⁠⁠ @themagicbabe⁠⁠⁠YouTube: ⁠⁠⁠YouTube Channel⁠⁠⁠Podcast: ⁠⁠⁠The Amy Edwards Show Podcast⁠⁠⁠Free Course:⁠⁠⁠ The Ageless Mindset⁠⁠⁠Full Course: ⁠⁠⁠The Youthfulness Hack⁠⁠⁠Work with Amy:⁠⁠⁠ ⁠⁠⁠⁠⁠⁠Book a Call⁠⁠⁠ Let's get you to your HAPPIEST and most RADIANT! Book a call to apply to work together one-on-one: ⁠https://amyedwards.as.me/15mincall⁠Amy's hair by ⁠https://www.thecollectiveatx.com⁠Sky Rock Sedona: https://www.skyrocksedona.com/Get my FREE course "The Ageless Mindset: The Ultimate Guide to Look Younger and Feel Happier!" HERE: ⁠https://best-you-life.teachable.com/p/the-ageless-mindset-the-ultimate-guide-to-look-younger-feel-happier⁠Get the full course “The Youthfulness Hack: The Secret System to Reverse Aging Fast and Create a New, Radiant You!” Out now! ⁠https://best-you-life.teachable.com/p/the-youthfulness-hack⁠

Join host Paul Jamison as he explores the first three key lessons from Thomas Stanley's "The Millionaire Next Door," revealing how everyday millionaires prioritize living below their means, efficient resource allocation, and financial independence over flashy status symbols to build lasting wealth in the green industry and beyond.

Kris Krohn opens up about a life-changing event that reshaped his outlook on money, success, and balance. After years of building wealth, living in a mansion, and owning jets, he reveals why pursuing excess left him unfulfilled. In this raw conversation, he shares how personal tragedy led him to embrace minimalism, prioritize family and health, and redefine what “enough” truly means. Join Kris as he challenges conventional financial wisdom and shows a better path to wealth, fulfillment, and balance.

I'm joined today by the brilliant Elizabeth Ralph, former energy trader turned spiritual teacher, investor, and host of The Spiritual Investor Podcast. Elizabeth's Spiritual Investor Method blends financial strategy with energetic alignment, helping people move from survival-mode money patterns into effortless wealth and sovereignty. We dig into how deeply-ingrained beliefs shape your financial reality, why “money is energy” is more than a nice concept, and how to collapse the gap between where you are and where you want to be. We explore why wealthy people often operate from a baseline assumption that money is easy to create, while many others unconsciously normalize struggle. If you've ever wrestled with the idea that you can't be both deeply spiritual and financially free, this conversation will open your mind, dissolve old limitations, and invite you to step fully into the role of conscious wealth creator. Visit lukestorey.com/invest to join the Spiritual Investor Club and use code LUKE to get your first month free.DISCLAIMER: This podcast is for educational purposes only and not intended for diagnosing or treating illnesses. The hosts disclaim responsibility for any adverse effects from using the information presented. Consult your healthcare provider before using referenced products. This podcast may include paid endorsements.THIS SHOW IS BROUGHT TO YOU BY:EONS | Visit lukestorey.com/eons and use code LUKE20 to save 20%.FLFE | Try Focused Life-Force Energy for FREE for 15 days at lukestorey.com/flfeKORRECT | Go to korrectlife.com/luke and use code LUKE to get 15% off.NUCALM | Go to nucalm.com and use code LUKE for 15% off!MORE ABOUT THIS EPISODE:(00:00:00) Breaking the Wealth Mindset Barrier(00:43:16) Passion Over Profit: The Creative Currency of Business(00:59:59) Redefining Money, Energy, & True Wealth(01:08:34) Fear of Poverty, Fear of Wealth, & Money's True Neutrality(01:27:20) Defining Wealth, Choices, & Effortless Expansion(01:44:50) Rethinking Debt, Risk, & Abundance(01:57:26) The Five Pillars of the Spiritual Investor Method(02:08:16) Programs, Choosing, and Expanding into Your Future SelfResources:• Website: thespiritualinvestor.com • Instagram: instagram.com/elizabethralph • Facebook: facebook.com/elizzralph • X: x.com/elizzralph • TikTok: tiktok.com/@iamthespiritualinvestor • YouTube: youtube.com/@Elizabeth_Ralph • Shop all our merch designs at