I am great at poker. I am passionate about great financial planning. I am not worried about running a half-marathon. (I'm bluffing on one of those.) MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you heard something that made you think about your personal situation or were confused by something don’t stay that way— Click here and ask our team any question. We would love to help you. In this episode of the Dynamic Mon...
Mar 22, 2019•12 min•Ep. 161
MOST IMPORTANTLY - This is the Lightning Round where we answer your questions sent in, things we've heard asked in the office, and the real direction you need for financial peace in your world. — Click here and ask our team any question. We would love to help you. Let's stay in touch: Subscribe to Dynamic Money Updates Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Contact Dynamic Money & Get a Financial Plan Built for Life...
Mar 22, 2019•2 min•Ep. 160
MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you heard something that made you think about your personal situation or were confused by something don’t stay that way— Click here and ask our team any question. We would love to help you. In this episode of the Dynamic Money show, we’re talking about the problem with big companies and the tension we all feel seeking to be known but not wanting to settle. Where do you f...
Mar 20, 2019•12 min•Ep. 159
“I just got my first real job offer! It’s a good offer but not quite what I was hoping for. I want to negotiate for more but don’t want to jeopardize the offer — what should I do?” We love this Megan! Let's start with a backstory. Ask Dynamic Money Your Question & Get Answers
Mar 08, 2019•3 min•Ep. 158
“The market seems to be doing far better this year, but I’m within five years of retirement. I’d hate to miss the continued growth — should I be pulling back?” Great question Tony! Ask Dynamic Money Your Question & Get Answers
Mar 08, 2019•3 min•Ep. 157
MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you heard something that made you think about your personal situation or were confused by something don’t stay that way— Click here and ask our team any question. We would love to help you. In this episode of the Dynamic Money show, we’re talking about (honestly, I don't want to tell you) estate planning and wills. But, don't go!? Everyone thinks they can ignore this top...
Mar 07, 2019•25 min•Ep. 156
MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet, and your future. If you heard something that made you think about your personal situation or were confused by something don’t stay that way— Click here and ask our team any question. We would love to help you. In this episode of the Dynamic Money show, we’re looking at debt and the monster that he can be and introducing a fresh strategy to defeat him. What if the best way to defeat your de...
Mar 05, 2019•26 min•Ep. 155
MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you heard something that made you think about your personal situation or were confused by something don’t stay that way— Click here and ask our team any question. We would love to help you. In this episode of the Dynamic Money show, we’re talking about relationships and how to TALK ABOUT MONEY. Don't be afraid. This episode is meant for your good and we believe we can no...
Mar 01, 2019•24 min•Ep. 154
MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you heard something that made you think about your personal situation or were confused by something don’t stay that way— Click here and ask our team any question. We would love to help you. In this episode of the Dynamic Money show, we’re unpacking what happened to everyone's tax return. The early reports say the average refund is 8% less. There is actually more to the s...
Feb 27, 2019•24 min•Ep. 153
MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you heard something that made you think about your personal situation or were confused by something don’t stay that way— Click here and ask our team any question. We would love to help you. In this episode of the Dynamic Money show, we’re talking about how the majority of us have to manage our pie in the sky wish lists with our limited resources. How do we avoid tossing ...
Feb 19, 2019•18 min•Ep. 152
MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you heard something that made you think about your personal situation or were confused by something don’t stay that way— Click here and ask our team any question. We would love to help you. In this episode of the Dynamic Money show, we’re talking about how people often get hung up on how they should be invested according to the market instead of what’s right for them. We...
Feb 13, 2019•9 min•Ep. 151
MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you heard something that made you think about your personal situation or were confused by something don’t stay that way— Click here and ask our team any question. We would love to help you. In this episode of the Dynamic Money show, we're going to give you three reasons small, local banks deserve your business in 2019. Bigger isn’t always better and I want you to give th...
Feb 12, 2019•17 min•Ep. 150
MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you heard something that made you think about your personal situation or were confused by something don’t stay that way— Click here and ask our team any question. We would love to help you. In this episode of the Dynamic Money show, we're talking about how your life can look drastically different if you really want it to. We're revisiting the New Year's Resolutions and d...
Feb 08, 2019•23 min•Ep. 149
If you heard something that made you think about your personal situation or were confused by something you heard -- Click here and ask our team any question. We would love to help you. In this episode of the Dynamic Money show, we're talking about the government being back open for business — sort of -- and why it matters to all of us and what we can do to prevent a personal financial crisis. Fun times. In all truthfulness, we deeply believe your financial plan needs to be built for life. Things...
Feb 07, 2019•27 min•Ep. 148
New Year’s resolutions are great (especially if they #SparkJoy) but a successful 2019 is more than measuring yourself against how much want to make, save, or sell off this year. Your RELATIONSHIP with money will be a more worthwhile focus this year than any ACCUMULATION. Subscribe to Updates in a Variety of Ways (Who likes options?) Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Contact Dynamic Money & Get a Financial Plan Built for Life...
Jan 11, 2019•16 min•Ep. 147
The new year often feels full of promise and optimism, but life’s (costly) curve balls are around every corner. You can’t avoid them, but you can prepare yourself to come out on top with a good plan. Subscribe to Updates in a Variety of Ways (Who likes options?) Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Contact Dynamic Money & Get a Financial Plan Built for Life...
Jan 10, 2019•23 min•Ep. 146
Kids Boost is an Atlanta-based organization that is dramatically multiplying the impact of a dollar. It’s all about instilling philanthropic giving while teaching entrepreneurial skills to the next generation. Click here to donate to Kids Boost now and we will match your gift! Subscribe to Dynamic Money Updates Connect with Dynamic Money on Facebook & Instagram Ask the Dynamic Money Team any Question About What You Heard Contact Dynamic Money & Get a Personalized Financial Plan Built for...
Dec 27, 2018•14 min•Ep. 143
Real stories from Atlanta radio personality and hosts on their childhood memories, real-life stresses, and how they've learned to love the holidays in the midst of the craziness. Merry Christmas, happy holidays, and happy new year to all! Please take the time to connect follow and thank Tad and Ashley for joining me. They are incredible and I couldn't be more thankful for their time in the studio to share their Christmas stories and perspective. Subscribe to Updates in a Variety of Ways (Who lik...
Dec 23, 2018•56 min•Ep. 145
How your financial planner gets paid is valuable information to you and your future! KNOW IT. Subscribe to Updates in a Variety of Ways (Who likes options?) Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Contact Dynamic Money & Get a Financial Plan Built for Life...
Dec 21, 2018•20 min•Ep. 144
Playing it safe isn’t a financial strategy; it’s a mantra that’s most applicable when deciding to skydive, swim with sharks or getting a new girlfriend’s name tattooed on your body. A healthy amount of risk in your portfolio is the difference between driving yourself to distraction and living your life. Subscribe to Updates in a Variety of Ways (Who likes options?) Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Contact Dynamic Money & Get a Financial Pla...
Dec 19, 2018•9 min•Ep. 142
It’s the time of year when cable news parades a panel of experts to “predict” how the stock market will behave in 2019. Do yourself a favor: stop torturing yourself and change the channel. Subscribe to Updates in a Variety of Ways (Who likes options?) Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Contact Dynamic Money & Get a Financial Plan Built for Life...
Dec 14, 2018•14 min•Ep. 141
Tax incentives for philanthropic contributions dropped this year, but the needs haven’t. Tax changes don’t make non-profits any less worthy of our charitable donations. Subscribe to Updates in a Variety of Ways (Who likes options?) Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Contact Dynamic Money & Get a Financial Plan Built for Life...
Dec 13, 2018•8 min•Ep. 140
All I want for Christmas is you to be financially confident. This market drop may be the wake up many of us need to do just that. Subscribe to Updates in a Variety of Ways (Who likes options?) Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Contact Dynamic Money & Get a Financial Plan Built for Life...
Dec 12, 2018•19 min•Ep. 139
Politics and finance do NOT run parallel. Sharing my thoughts on the matter and how I got into a bit of hot water. Subscribe to Updates in a Variety of Ways (Who likes options?) Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Contact Dynamic Money & Get a Financial Plan Built for Life...
Dec 06, 2018•21 min•Ep. 138
We can’t beat the hackers, but we can disrupt their game. Using credit cards in a healthy way can be to your advantage in today’s digital world. Subscribe to Updates in a Variety of Ways (Who likes options?) Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Contact Dynamic Money & Get a Financial Plan Built for Life...
Dec 05, 2018•16 min•Ep. 137
Our company’s name is changing to reflect what it is that we do best: create flexible financial plans built for life. Subscribe to Updates in a Variety of Ways (Who likes options?) Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Contact Dynamic Money & Get a Financial Plan Built for Life...
Dec 04, 2018•12 min•Ep. 136
Crystal balls, tarot cards, palms, and stock brokers… I’m going to let you in on a little trade secret: no one knows what’s going on and don’t let anyone convince you otherwise. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Be Smarter Than Financial Talking Heads & Get a Plan...
Nov 23, 2018•22 min•Ep. 135
What happens when family members’ circumstances change your retirement plans? The number of baby boomers caring for BOTH kids and parents is skyrocketing! Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Show Me How to Have a Dynamic Financial Plan...
Nov 21, 2018•19 min•Ep. 134
Giving is great but not at the risk of going broke! Ever since “THAT” Christmas, my wife and I have obeyed these 3 parameters. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard...
Nov 20, 2018•7 min•Ep. 133
Life happens, and suddenly you have a collection of 401K souvenirs. You aren’t helping yourself by having multiple, small accounts out there. Here are the reasons why & the best thing to do next. Get Daily Email Updates on the Top Financial News Connect with us on Facebook & Instagram Ask Us any Question About What You Heard Regain Control of My 401Ks and Get a Stronger Financial Plan...
Nov 09, 2018•10 min•Ep. 132
