Podcasts about true wealth

Join The Reality Revolution Tribe

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.

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

Wie hoch ist der familiäre Einfluss auf das Einkommen? Melanie Häner-Müller spricht im aktuellen Coffee Talk über gesellschaftliche Aufstiegsmöglichkeiten in der Schweiz.Frau Dr. Häner-Müller ist Ökonomin und leitet an der Universität Luzern den Bereich Sozialpolitik im Institut für Schweizer Wirtschaftspolitik (IWP). Sie forscht zur Altersvorsorge und zur wirtschaftlichen Ungleichheit in der Schweiz. Zudem schreibt sie als Kolumnistin in der NZZ.Im Gespräch erklärt sie:▪️ warum Wirtschaftskompetenz («Economic Literacy») für den Erhalt unserer Demokratie zentral ist▪️wie sie der sozialen Mobilität im 16. Jahrhundert auf die Spur kam▪️in welchem Land die Pensionskassen noch besser ausgebaut sind als in der SchweizMehr über True Wealth erfährst du hier.Wie erlebst du die soziale Mobilität in der Schweiz? Schreibe uns gerne auf felix@truewealth.ch

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

Gerne glorifizieren Emittenten ihre besten Fonds. Auch die Finanzpresse beleuchtet die aktuellen Überflieger. Verschwiegen und vergessen sind hingegen die vielen Produkte, die auf der Strecke geblieben sind.Im neusten Podcast erfährst du, woher der sogenannte Survivorship Bias kommt und wie sich der Denkfehler negativ auf die Fondsauswahl auswirken kann. Hast du Fragen oder Anmerkungen? Hinterlasse dein Feedback in der Kommentarspalte oder schreibe uns eine E-Mail an felix@truewealth.chMehr über True Wealth erfährst du ⁠hier⁠.Oder folge uns auf ⁠LinkedIn⁠.

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

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

Sermon for September 21, 2025 | Preaching text: Luke 16:1-13

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth It will soon be that time of year again … the fourth quarter. Before you get swept up in the holiday season, it's the perfect time to take stock. Have you accomplished the financial goals you set for yourself this year? If not, there's still time to act. In this episode, Tyler Emrick, CFA®, CFP®, walks you through True Wealth Design's year-end tax and investment review process — our end of the year tax focused meeting to help families stay on track. You'll hear what we look for in these meetings, the common year-end items you should be reviewing, and the key decisions that can save you money on taxes. We'll also highlight why it's just as important to look ahead — from contribution limits and healthcare enrollment to income targets for the coming year — so you're prepared for 2026 and beyond. Here's some of what we discuss in this episode:

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.

Updated audio for 9/21/25. Sorry for any confusion.Daily reflections posted here.

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

Album 7 Track 16 - Health is the True Wealth w/Scott RobinsonWe have family in the building, Brand Nerds! Today's special guest is a former Coke (KO) alum and close friend and colleague of our hosts. We are getting wisdom and jew-els dropped that will inspire you and help you in your career. We know that you'll love it and can't wait to hear your thoughts and reflections! Here are a few key takeaways from the episode:Always be your authentic selfBe Proactive - Act AccordinglyDon't chase the moneyLean into tech - but be knowledgable about itPay it forwardStay Up-To-Date on All Things Brands, Beats, & Bytes on SocialInstagram | Twitter

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.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth In today's episode, we're tackling the big question: Can you really retire with $1 million?  We'll look at what the data says about how much people actually have saved How other assets like Social Security and pensions fit in, why your spending patterns matter more than you think Then we will finish up with the key planning opportunities — that can make all the difference. If you've ever asked yourself, “Do I really have enough to retire?” this episode will help you cut through the noise, understand the numbers, and feel more confident about your retirement readiness.   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

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.

Are you chasing wealth from ego… or from soul? In this episode, Eva dives deep into the difference between the EGO vs the SOUL, and why this distinction changes everything about how you create abundance, success, and fulfillment.Most people unknowingly build their lives from ego; locked into the dense 3D world, identified only with the physical avatar, and disconnected from their true soul path. When you live this way, you stay stuck in victimhood, always chasing but never arriving. Eva shares how she continues to evolve her understanding of ego vs soul, and how aligning with your soul path is the key to unlocking wealth that feels magical, expansive, and beyond your wildest dreams.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth What do ultra-wealthy families prioritize when it comes to their money — and how is that relevant to your own retirement plan? In this episode, Tyler Emrick, CFA®, CFP®, breaks down the top three concerns that shape how the wealthiest families plan — and why those same issues are just as important for families with $1–$5 million of wealth. You'll learn: Why inflation, elections, and market volatility are changing how people think about risk How to protect your wealth from threats beyond the stock market — including cybersecurity and inheritance missteps And how to build a plan that supports not just your retirement — but the kind of legacy you want to leave Whether you're five years from retirement or already in it, this episode will help you think more clearly, act more confidently, and plan like it really matters. 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   Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

In Today's Episode... Jordan Pendleton and Catherine Hammond explore the concept of 'True Wealth' in estate planning, emphasizing the importance of passing on not just financial assets but also human capital, wisdom, and family stories. Catherine shares her personal journey that led to the creation of her program, highlighting the emotional and relational aspects of inheritance that often go overlooked. Ultimately, they advocate for a holistic approach to legacy that nurtures connections and fosters healing within families. In this conversation, Jordan Pendleton and Catherine Hammond explore the profound impact of mortality awareness on relationships, the importance of emotional communication, and the need to rethink traditional estate planning. They discuss how non-financial legacies, such as love and wisdom, are often more valuable than monetary inheritances. Connect with Catherine Website  Instagram Email for Workbook For more information on passing your TrueWealth: TrueWealth Info About Catherine Hammond Catherine Hammond, an award-winning attorney, author and speaker, helps people live better lives and leave better legacies. Her work is fueled by her lifelong passion for helping people at a deep level, along with her training and experience in law, psychology, and coaching. Catherine is the founder of Hammond Law Group, a Colorado-based estate planning and elder law firm that guides families through the maze of planning for and navigating disability and death.   Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can! eBook: Couples Guide to Getting on the Same Page About Money   Reminder: Subscribe, Rate & Review this podcast!   Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!  JordanPendleton.com

What if the secret to building wealth wasn't more hustle… but deep self-connection?

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

Have you ever stopped and looked at your life and thought, Why do I feel poorer than I am? I know I have. On paper, things are going well. I've written books, worked with big companies, and my little company continues to grow. I've built a career that I'm proud of, and I work hard to live within my means, especially with six kids who are always wanting lessons in everything! From the outside, it looks like it is all going really well.. But when I pause to reflect, there's still this feeling of being... poorer than I'd like to be. And no, I'm not talking about the literal kind of poverty, the kind that keeps people awake at night, wondering how they're going to make ends meet. I'm not talking about the kind of struggle that comes with scarcity. What I'm talking about is something deeper. A kind of poverty that can't be solved with money, no matter how much you have in the bank. Ryan Holiday recently wrote about this in an article titled “These Are All the Ways I Feel Poorer Than I Am.” In it, he talks about a conversation he had with Sahil Bloom about the different kinds of wealth, wealth that doesn't show up on your paycheck. Time wealth, emotional wealth, social wealth, mental wealth, and physical wealth. These are the kinds of wealth we often overlook, even though they shape our happiness far more than any amount of money ever will. Today, I want to dive into this idea. I want to explore how, even though my life is going well, I still deal with anxiety and stress, worrying about things that haven't happened, missing out on present moments because my mind is too busy. I want to talk about how I've neglected my social wealth and how I don't have enough close friends anymore because I'm too wrapped up in work and family. But here's the thing: The more I think about it, the more I realize that true wealth isn't about the size of your bank account, it's about the balance in your life. It's about the freedom to live on your terms, the relationships you build, and the moments you enjoy, fully present. So, if you've ever felt like you have everything, but still feel like something's missing, this episode is for you. We'll explore how to stop chasing the wrong kinds of wealth and start focusing on the ones that really matter. And maybe, just maybe, you'll discover that you've had everything you need all along. **From Ryan Holiday's website:  "These Are All The Ways I Feel Poorer Than I Am."  (It is a great read!) QUOTES BY DR. BRAY "Worry and stress are a real cost—they have stolen hours of sleep, moments of joy, and precious time with family." "We spend so much time worrying about imaginary problems that we create real ones." "True wealth is measured not by the balance of your bank account, but by the balance in your life."

Ever wonder what it takes to succeed in real estate for the long haul? Author and hard money lender Joel Miller, with 35 years of experience, shared his wisdom with us on a recent podcast episode. His book, Build Real Estate Wealth, isn't just a read—it's a manual for building a legacy. Miller's core philosophy is simple: success comes from a blend of knowledge, action, and integrity. He emphasized the importance of: Avoiding "Paralysis by Analysis": Learn the fundamentals, then start small. The real education begins when you take action. Finding the Right Property: How to spot a good deal and avoid the common "yeah, but" pitfalls. Screening for Success: Tenant selection is a critical skill that starts with attracting the right people to your property. True Wealth vs. Riches: Miller distinguishes between simply having money and using it to build a life of purpose and community. Listen to the full episode to get a masterclass in building real estate wealth that lasts.

God's heart for His children is to live in true prosperity—not the fleeting wealth of the world, but the eternal inheritance that comes through Christ. In the story of the Prodigal Son (Luke 15), we see the dangers of demanding an inheritance prematurely and the grace of the Father who restores without shame. True sons and daughters understand that their greatest inheritance is found in being with the Father, walking in humility, and trusting His timing. Real prosperity is found in obedience, gratitude, faithfulness, and walking in step with the Spirit. ✨ Whether you are navigating financial challenges, seeking God's wisdom in your work, or longing to understand biblical prosperity, our hope is that this message will encourage and equip you to rest in the Father's love and power to provide.

Intro:Good morning. My name is David Jansson, and we're continuing our Summer of Wisdom series on Proverbs. Today, we're tackling the topic of money and wealth. The Bible has over 2,350 verses on this, and God cares how we get money, what we think about it, and what we do with it. This sermon, "10 Lessons on Wealth from Proverbs," will distill God's perspective and challenge us.Scripture References: Proverbs 10:4, 10:15, 11:4, 11:16, 11:24-26, 13:11, 14:20, 15:16, 15:27, 18:11, 19:17, 21:20, 22:1, 22:7, 22:9, 23:4-5, 28:19, 28:20, 28:22, 30:8-9, Matthew 6:19-21, 19:23-24, 1 Timothy 6:10, Hebrews 13:5, Malachi 3:10, 2 Corinthians 9:6-15, Acts 4:32-35Key Points:Wealth is Good, But Deceitful: Proverbs affirms wealth is good but emphasizes it's not the most important thing. It's a "high wall in his imagination" (Prov 18:11), providing false security. The love of money blinds us to our need for God.How to Build Lasting Wealth God's Way:Diligence and Hard Work: God provides through our consistent labor (Prov 10:4).Justice, Not Injustice: Wealth gained by deceit will not last (Prov 13:11).Seek Wisdom: God's wisdom brings enduring wealth, better than gold (Prov 8:18).Aim for True Wealth, Not Showy: Don't waste money impressing others; find security in God.Flee from Debt: Debt makes you a "slave of the lender" (Prov 22:7). Trust God to provide.Build Wealth Slowly: Getting rich quick often leads to ruin (Prov 13:11).Give Generously: This is the most important purpose of wealth. Giving generously is an act of faith and the best antidote to the danger of wealth. God promises to bless those who give (Mal 3:10).Conclusion:Wealth is good but dangerous. The way to navigate this is to pursue it and use it God's way, through generous giving. This is where true abundance lies. Your security, authority, and God's love for you are not tied to your bank account.Calls to Action:Reflect: Where is your heart's hope? Repent if needed.Give Generously: Consider tithing or supporting ministries. Test God in this, as He invites us to.Worship: Let's worship and take communion, rejoicing in the security of God's love. Support the show*Summaries and transcripts are generated using AI. Please notify us if you find any errors.

In Episode 269 of The Cardone Zone, Grant Cardone delivers a raw  and unfiltered conversation about what it really takes to achieve true wealth —and the harsh truths most people aren't willing to face. We've been misled, misinformed, and indoctrinated to believe that working hard,  saving money, and playing it safe will lead to financial freedom.  But the reality? Those strategies were designed to keep you in the middle class,  not help you escape it. In this episode, Grant outlines the stepping stones to real wealth: Breaking free from cultural and financial misconceptions Understanding the difference between rich and truly wealthy Why income is just the start — not the goal This is not motivation — this is a wake-up call for anyone tired of playing  by rules that don't work. Dive deeper with Grant's latest book The Wealth Creation Formula Follow @GrantCardone on all social platforms Visit GrantCardone.com and stream 24/7 at 10XSTUDIOS.COM   for tools, strategies, and real talk that will set you on the path to lasting wealth.

Luke 12: 13-21In today's sermon, we explore the danger of greed, and how to beware, recognize signs, and move towards being healed

In Episode 267 of The Cardone Zone,  Grant Cardone goes deep on the one principle that changes everything: Increasing your income. If you want to escape the middle class—or rise out of poverty— you cannot save your way to wealth.  Grant exposes the lies we were raised to believe about money,  income, and success, and shows why increasing what you earn  is the foundation of any real financial transformation. Featuring a powerful excerpt from his newest book,  The Wealth Creation Formula, Grant breaks down: Why income is more important than budgeting How the system is designed to keep you playing small The mindset shift you need to break free Real tactics to start multiplying your earning potential If you're serious about creating lasting wealth,  this episode is your wake-up call. Grab your copy of The Wealth Creation Formula https://store.grantcardone.com/collections/sales-business/products/the-wealth-creation-formula-book Follow @GrantCardone across all social platforms Visit GrantCardone.com and 10XStudios.com for more    strategies, tools, and training to accelerate your journey to prosperity.

On this week's Stansberry Investor Hour, Corey welcomes his colleague Brett Eversole back to the show. Brett is the editor of the True Wealth, True Wealth Systems, and DailyWealth newsletters. He also serves on the Investment Committee for Stansberry Portfolio Solutions. Brett kicks things off by sharing what he learned from his mentor Steve Sjuggerud, including the investment philosophy of buying assets that are "cheap, hated, and in an uptrend." He examines the recent tariff drama and why he believes we're about to return to a boring market fueled by fundamentals after several months of turbulence. As Brett explains, a lot of it has to do with increased capital spending from hyperscalers. (0:46) Next, Brett reviews the difference between secular bull markets and cyclical bull markets. He compares today's bull market (driven by AI) with the bull market of the late '90s (driven by the Internet), noting that a massive infrastructure buildout caused both. Brett predicts a normal market for the next few years, followed by a dot-com-style AI boom and then a "lost decade." He also discusses the S&P 500 Index decoupling from the U.S. economy, tariffs hurting smaller companies, and why he's bullish on gold and silver. (14:59) Finally, Brett talks about indicators that investors can use to gauge the market's underlying health, as well as what divergence between the indicators can mean in both the short and long term. He then dives into his work on Stansberry Portfolio Solutions, including the strategy the team uses to find the best companies and how to manage risk. And he closes things out with an in-depth analysis of today's real estate market. (33:29)