Kathy Grady has been involved with triathlons for more than 20 years. She won her age group at the Des Moines 70.3 and even finished 3rd in her age group at the Oregon 70.3–with an injury! This extraordinary athlete and high-performing coach is here to discuss her journey in triathlon, her experience with coaching, and how she is actively overcoming injury. Do you ever have any questions for Money Mile? We are now incorporating a Questions On Course segment where I answer your questions with pra...
Apr 23, 2024•47 min•Ep. 50
Jamie So has participated in 19 Ironmans and over 70 half-Ironmans. She has even raced the Eagleman 70.3 for 18 consecutive years. Are curious to hear how Jamie has accomplished competing in all of these races? Click play to find out. You will want to hear this episode if you are interested in... How she got started in Ironman [2:22] How Jaime defines success [8:25] Best investment [12:21] Her experience with the Eagleman [17:44] How she has managed to complete so many races [21:40] The most und...
Apr 10, 2024•48 min•Ep. 49
Science educator and health and wellness coach, Dr. Denise Allen joins me today to discuss her incredible healing journey back to becoming a top-tier triathlete. Not only has she had the opportunity to race at the 2023 World Triathlon Championships, but she also received the 2022 USAT Multisport Most Inspirational Comeback Award. Denise’s story will inspire you to push yourself to your fullest potential by choosing courage over fear. Remember, to get the full show notes delivered directly to you...
Mar 27, 2024•49 min•Ep. 48
How can you perform at a top level in your triathlon? Learn from those who are doing their best! In this episode of Money Mile, we explore the intersection of triathlon and finance with Rebecca McKee. Rebecca has learned how to overcome obstacles to do her very best. She shares her journey by discussing her experiences and challenges in this open conversation. Listen in to learn what you can do to maximize your training. You will want to hear this episode if you are interested in... How she got ...
Mar 13, 2024•1 hr 4 min•Ep. 47
Total Body Fitness creates a positive impact on over 6000 athletes each year! However, Total Body Fitness doesn’t just put on races they also introduce and train new athletes in the sport of triathlon. On this episode, Mark Shaw and Bill Driskill join me to discuss how they have been spreading the sport of triathlon to the world for over 30 years. Listen in to learn how they help people overcome barriers to create lifelong athletes. You will want to hear this episode if you are interested in... ...
Feb 28, 2024•36 min•Ep. 46
If you have listened to Money Mile lately, you have probably heard our financial training plan episodes. It’s finally time to wrap them up now that we have taken a dive through the main financial planning topics at the sprint, Olympic, and long course levels. In addition, we’ll discuss what’s coming next for the show, so listen in to hear what you can expect in future episodes of Money Mile. Make sure to scroll down to the bottom for itemized episode numbers from the financial training plan epis...
Feb 14, 2024•11 min•Ep. 45
Here at Money Mile, we love to shine the light on good people doing great things in the sport and our guest today is so positive that her own light shines through on this episode. Pam Coley is a successful small business owner, mother, grandmother, and an average person who enjoys triathlon. On this episode, you’ll hear how she got into the sport, her tips for dealing with race day anxiety, and all about her road to Kona. You won’t want to miss out on feeling Pam’s inspirational presence. Press ...
Jan 31, 2024•42 min•Ep. 44
In today's episode, we will finish the tax planning portion of your financial training plan at the long-course level. We can compare this to the technique and efficiency work in your triathlon training plan. To help you keep more of your resources throughout your lifetime, we want to ensure your tax strategy is well-designed. My goal today is to give you some practical concepts to consider to improve the tax efficiency of your financial plan. You will want to hear this episode if you are interes...
Jan 17, 2024•12 min•Ep. 43
If you want to learn how to improve the amount you pay in taxes you won’t want to miss this episode. Steven is the CEO and Lead CPA at Retirement Tax Services, an active former triathlete turned OCR racer, host of the first annual Retirement Tax Services Tax Summit, host of The Least Boring Tax Podcast , and author of Don’t Get Killed by Taxes , so he is a wealth of information on all things taxes. In this episode, Steven and I discuss his athletic endeavors as a triathlete and OCR racer, how he...
Jan 03, 2024•34 min•Ep. 42
Your investment portion of your financial training plan is similar to the strength training you do in your physical training plan. My goal is to ensure that your investments are strong enough to support you so that you can live your best life. In this episode of Money Mile, I’ll share two concepts that you can implement in your investment portfolio to strengthen your financial plan. Listen in to hear how you can beef up your investments to optimize your life. You will want to hear this episode i...
Dec 20, 2023•14 min•Ep. 41
On this episode of Money Mile, I had the opportunity to chat with Allison Trucillo–a mom, a physician, and a triathlete. In this episode, we discuss how Allison got started in the sport, what she considers her best investment in triathlon, her accomplishments, and so much more. Listen in to hear how this dedicated triathlete made it to the World Championships in only her second year of racing. If you’d like the show notes delivered directly to your inbox, make sure you are signed up for the Mone...
Dec 06, 2023•52 min•Ep. 40
On this episode of Money Mile, we are wrapping up your financial training plan by looking at retirement income at the long-course level. I equate a retirement income strategy with the nutrition and hydration component of triathlon training. Many of us have experienced a nutrition-related “bonk” in a race or a long training session. My goal with this podcast is to prevent you from “bonking” financially in retirement. Press play to learn what you can do to avoid bonking your retirement. You will w...
Nov 22, 2023•20 min•Ep. 39
Jenn O’Keefe isn’t afraid to break free of her comfort zone. In this episode of Money Mile, you’ll hear Jenn’s story, the challenges she’s faced, her ups and downs, her proudest moment in triathlon, and so much more. Jenn even opened my eyes to a new triathlon challenge I had never considered before. Listen in to hear what it is. You will want to hear this episode if you are interested in... How Jenn got started in triathlon [2:22] What success looks like for Jenn right now [5:43] How Jenn was a...
Nov 08, 2023•38 min•Ep. 38
In life, you need to have a backup when things don’t go according to plan. In your training we call this a contingency plan, in life, we call this risk management. In this episode of Money Mile, we’ll dive deep into the dangers of the infinite banking strategy–one risk management strategy posing as a good investment strategy. Listen in to learn why banking on yourself isn’t always the best bet. You will want to hear this episode if you are interested in... Using insurance to retain, share, or tr...
Oct 25, 2023•16 min•Ep. 37
Since Money Mile stands at the corner of triathlon and personal finance we like to highlight the age group triathletes who are the lifeblood of our sport. In our interviews, we’ll shine the light on good people doing great things. In this interview with Julie Dunkle, you’ll hear about her journey with triathlons, her winning spirit, and her recent challenges. Learn how Julie is adapting through adversity and showing the Ironman spirit through hard times. Drop your shoulder blades into your back ...
Oct 11, 2023•43 min•Ep. 36
Here at Money Mile, we help active, time-crunched people increase their confidence in their finances while increasing their fitness. We focus on educating runners and triathletes who are looking forward to an engaged, phased financial independence and who are ultimately interested in leaving a meaningful legacy. Today, we’ll focus on the legacy aspect of financial planning. We have discussed estate planning already at the sprint distance and Olympic levels , but as with triathlon, the way you pr...
Sep 27, 2023•13 min•Ep. 35
Since Money Mile stands at the corner between triathlon and personal finance, we want to take the opportunity to highlight some amazing triathletes who are doing great things to further the sport. On this episode of Money Mile, you’ll hear from our first special guest–Cathy Casey. Cathy shares how she levels up her triathlon experience, builds her confidence, and helps others improve their performance on race day. Make sure to stick around until the end of the episode to hear about a special cau...
Sep 13, 2023•50 min•Ep. 34
Let’s face it, sometimes personal finance can seem like a foreign language. However, understanding your finances is essential to living the life you want. On this episode of Money Mile, we’re going to level up your understanding of investment management. If you feel like you need more of a basic tutorial on investments, check out episode 25 first to get the basics down. In this episode, you’ll learn about risk tolerance and using model portfolios to manage your investing. Press play to reframe y...
Aug 30, 2023•12 min•Ep. 33
Even the best-laid plans veer off course occasionally. As a triathlete, you probably know all about things going wrong in a race. If you haven’t had to change up your race plan in the middle of a race, you probably know someone who has. In the same way, you need a contingency plan for your triathlon, you need a contingency plan for your finances. In this episode of Money Mile, we’re going to level up the risk management aspect of your financial training plan. Listen in to hear what you need to c...
Aug 16, 2023•15 min•Ep. 32
If you listened to episode 24 you already understand the basics of income tax planning. Today we’re going to kick it up a notch by discussing additional income tax information that will help you increase your tax efficiency. You will want to hear this episode if you are interested in... Changing tax laws [1:42] The differences between traditional and Roth retirement accounts [5:38] State income taxes [7:55] Your homework [9:53] Resources & People Mentioned Episode 24 - Your Efficiency with I...
Aug 02, 2023•12 min•Ep. 31
In episode 23 we discussed cash flow at the sprint distance level of training. In that episode, you learned that you shouldn’t spend more than 30% of your income on housing and you should be saving 20% of your income each month. On this episode of Money Mile, we’re going to level up the cash flow component of your financial training plan. Listen in to learn how you can improve your cash flow with some best practices you can’t miss. You will want to hear this episode if you are interested in... S...
Jul 19, 2023•10 min•Ep. 30
James Brown passed away in 2006* with a $90 million estate yet, because it was contested, it wasn’t until 2021 that his final wishes were realized. I don’t want this to happen to you! This is why, on this episode of Money Mile, we’re diving deeper into estate planning. In episode 22 we covered estate planning at the sprint level and today we’re leveling up to explore this area in further detail at the Olympic level. Learn what you need to know to take your estate plan to the next level–press pla...
Jul 05, 2023•13 min•Ep. 29
Do you remember that scene in Wizard of Oz where the wizard says, “Pay no attention to the man behind the curtain?” We then learn that the all-powerful Wizard of Oz was really just a random dude with some technology. So that you don’t think I am simply a random dude with a bit of technology, today, I’ll give you a glimpse behind the Money Mile curtain. In this episode, you’ll learn about my financial independence (FI) goals and how I got here. Hopefully, this peek into a financially independent ...
Jun 21, 2023•13 min•Ep. 28
Where are you going? How are you going to know how to get there? You won’t know where you are going financially unless you have considered your goals. When you are done listening to this episode, I want you to feel confident about your financial goals. If you are new to the Money Mile podcast, welcome! This is the number one financial podcast designed for triathletes and runners. I’m here to help you increase your understanding of personal finance while improving your fitness. Press play to enjo...
Jun 07, 2023•12 min•Ep. 27
You wouldn’t start a race without a flat repair kit for your bike. In the same vein, you’ll want to make sure that you are protected against the various risks that life involves. On this episode of Money Mile, we’ll consider risk management and how to come up with a contingency plan for the random financial issues that could arise to throw you off course. Join me for a mile-sized bit of financial education that can help you stay on track on your road to financial independence. Press play to get ...
May 24, 2023•16 min•Ep. 26
Thinking about investments can feel daunting in the same way that strength training can. When you finish listening to this episode you’ll feel empowered to think about investments as a way to help you build wealth. In the same way that strength training will help you get faster, your investments will help you race toward financial independence. Listen in to hear how you can use investments to improve your financial strength. You will want to hear this episode if you are interested in... How inve...
May 10, 2023•14 min•Ep. 25
Benjamin Franklin once said that the only things that are certain in life are death and taxes. Since we already discussed estate planning that means it’s time to cover taxes. Taxes fall into the efficiency and technique equivalent in our financial training plan. This is why today you’re going to learn how to improve your efficiency so that you can pay less taxes over the course of your lifetime. After you finish listening, instead of dreading the thought of income taxes, you’ll feel empowered. C...
Apr 26, 2023•15 min•Ep. 24
Do you feel like money just slips through your fingers when you get it? Learning to manage your cash flow is an essential part of your financial training. Without this key component, it will take you even longer to reach financial independence. Cash flow is the equivalent of nutrition and hydration in your financial training plan. Today, you’ll learn how to handle your cash flow at the sprint level. At the end of this episode, you’ll feel empowered to manage your cash flow and direct your resour...
Apr 12, 2023•16 min•Ep. 23
Estate planning is most people’s least favorite financial topic, so why would I consider it the equivalent of a sprint distance triathlon? That’s because this is the only area of financial planning that applies to everyone. That’s right, estate planning is for everyone–not just the rich and famous. If you don’t have an estate plan in place – make sure that you listen in and do the homework! This episode will teach you exactly how important it is to have an estate plan. You will want to hear this...
Mar 29, 2023•10 min•Ep. 22
Are you looking for financial education in mile-sized bits? If so, then Money Mile might be just right for you. Money MIle is the best financial education podcast designed for triathletes and runners–never mind that it’s the only financial education podcast designed for triathletes and runners! Our goal is to help busy, active athletes who are working toward a phased financial independence. On this episode of Money Mile, we’ll walk through the basics of a well-built financial training plan by co...
Mar 15, 2023•15 min•Ep. 21
