My brother forced me to ride my first roller coaster. It wasn't a good experience. Too many of you are on a roller coaster of the market and your experience won't end well, because you're ultimately NOT in control. In this episode of the Dynamic Money show, we’re offering a better approve to financial planning and growing wealth than playing the market. This is focused on what you can control and elements you can be confident in. MOST IMPORTANTLY - This podcast exists so you see how recent finan...
Aug 21, 2019•22 min•Ep. 188
Investing is made too complicated. I'm going to give you two simple rules that are easy to remember: Good investing isn't sexy. The market dropping isn't always bad. This investing conversation comes from a question focused on how to get started investing, but the truth is these are rules and principles so many people miss. 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 y...
Aug 16, 2019•17 min•Ep. 187
John Lucich is one the top cyber security experts in the country who joined the Dynamic Money show to share exactly what you and I can do to PREPARE and PROTECT our online information. In this episode of the Dynamic Money show, we say the words "freeze your credit" a lot. We ask John all about the frightening risks that come with today's digital world and unpack his practical advice on what we can do today to protect your future. For those interested in a notes recap, here’s what you can do righ...
Aug 13, 2019•28 min•Ep. 186
Let's high five every couple that inspired us enough to record this episode! It has become a regular thing in our planning meetings to hear "But, I want to travel and see the world while we're still young." If you've wrestled with how to disrupt traditional retirement planning and experience your dreams sooner, you're not alone. This conversation is to tell you that it is possible, and retirement today is dramatically changing. We want you to change how you think about retirement, and with that ...
Aug 06, 2019•26 min•Ep. 185
Shout out to the man getting his haircut next to me for asking me all the questions that inspired this show. You sir, look amazing and are very helpful. When you get your investment statement, what do you look at to measure if it is doing well? Are you guilty of looking at the bottom line of your investments? In this episode of the Dynamic Money show, we’re talking about how advisors can and are hiding fees and costs due to the excessive growth we are seeing in the market. Listen and hear how yo...
Aug 01, 2019•22 min•Ep. 184
Oh boy! Job loss is hard to go through, to witness, and to see end poorly. Instead of the panicked frenzy where you feel like you have to take the first job you find, I want to talk you through how this painful reality can be something for your good! This is a mindset shift and it won't be easy. But when don't correctly, this job loss may be what puts you on a track to reach your dreams! MOST IMPORTANTLY - This podcast exists for you! To help you see how recent financial news affects your life, ...
Jul 30, 2019•12 min•Ep. 183
Fail. Oh boy. This episode is inspired by a true and recent experience of dropping the ball with a client. My recent lapse in customer care made me think of the bigger picture of how we so often let our failures beat us up. It's easy for financial failures to feel daunting, but there is truth and hope I want each of you to grab a hold of in this episode. Listen and plan to fail well. MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and yo...
Jul 26, 2019•11 min•Ep. 182
You won't be able to relate to this show if you've never worried about finances or you've never had the power go out on you, We’re running strait into the buzzsaw of the recession predictions clouding our judgement and evaluating "the biggest indicator." Recession may be coming, but there are some things you can control to be ready when it does. 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 ...
Jul 18, 2019•19 min•Ep. 181
Learning these two investments tips apply to life far beyond financial growth. Honestly, I'm trying to teach my oldest son these lessons too and am not quite getting through to him. Maybe you can learn from the past month's news headlines and MAKE SOME REAL PROGRESS for your long-term investments. It's a simple mindset shift. 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...
Jul 16, 2019•18 min•Ep. 180
In this episode of the Dynamic Money show, we're reacting to the news around the China Trade Deal. Most interestingly, we're reacting to an article that offered an insightful "damned if you do, damned if you don't" commentary. How do you rise above the news headlines! #STOPTHEMADNESS #LetsDiscuss 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 we...
Jul 02, 2019•17 min•Ep. 179
This episode of the Dynamic Money show is for the CEO, CFO, Average Joe, and YOU because financial fears are as unifying as loving a good pizza. If you have doubts about your retirement plan, you're just like our listener who inspired this episode. We're going to give you some real practical input and transform your fear into peace. It's possible friends, I PROMISE. MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you ...
Jun 28, 2019•13 min•Ep. 178
In this episode of the Dynamic Money show, we share how the fed lowering interest rates is good news for homeowners and bad news for those nearing retirement. It's crucial to understand how to be best prepared if you are closing on your retirement years. 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 wa...
Jun 27, 2019•19 min•Ep. 177
In this episode of the Dynamic Money show, we’re getting SEXY! We're talking about the sexiest investment trend: cryptocurrency and immediately telling you how boring is best for your long-term success. But, that doesn't mean there isn't a role for Crypto to play in your investing strategy. Here’s a healthy response to the cryptocurrency buzz and advice for good investing. MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. ...
Jun 25, 2019•20 min•Ep. 176
In this episode of the Dynamic Money show, I get mad. I meet with a lot of people who have been taken advantage of by previous “financial advisors”, and it grieves me to see the results of that. When it comes to choosing a financial advisor, there are some very important questions you need to ask. 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 w...
Jun 22, 2019•9 min•Ep. 175
In this episode of the Dynamic Money show, we’re talking about the good, the bad, and the news. It's impossible to ignore the negative slant of today's news cycle unless you have a healthy financial foundation. We're going to address both sides of the coin and set you on a track of achievable peace in your financial plan. 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 you...
Jun 20, 2019•21 min•Ep. 174
In this episode of the Dynamic Money show, we’re talking about the Fed. We explain the role and importance of the Federal Reserve and how the current decisions they're making may have ripples into your future planning. Then we make it really personal in a slightly unexpected way... enjoy. 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 confu...
Jun 18, 2019•22 min•Ep. 173
Debt is a monster and surely deserves your attention, but not until you've done other key financial moves first. YES, really. I'm making the argument that real financial growth actually comes when you ignore your debt and focus on building your savings first. Did you know that SEVEN OUT OF 10 college students have at least one credit card. According to a survey for http://CompareCards.com , 37% have made a late payment and 62% have carried a balance. Debt isn't only an issue of the young, it is ...
Jun 10, 2019•22 min•Ep. 172
In this episode of the Dynamic Money show, we’re going to try and not ruin your friendships with your realtor friends. But, we are going to give you 4 great questions to ask before you start your next home hunt. This is packed with practical thoughts for every home buyers out there. 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...
Jun 07, 2019•9 min•Ep. 171
Do you have a question about anything financial in your world? We would love to help and maybe feature you on the Lightning Round, too. 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...
May 17, 2019•2 min
In this episode of the Dynamic Money show, we’re talking about how people may prefer simplicity but the financial world is complex. It doesn’t make sense to say a drop or a rise is simply good or bad! It is entirely dependent upon your situation. And if you can't embrace a more complex financial perspective than the headlines, than you may lose a lot. MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you heard something...
May 10, 2019•20 min•Ep. 170
In this episode of the Dynamic Money show, we’re talking about Mr. 401k and how he plans to help people to retire (something he hasn't done yet.) We can forget that the 401k was introduced to the public in the eighties, giving soon-to-retire people some nerves. But there is a remedy we call "Advanced Income Planning" and with the right approach peace is within grasp. MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you...
May 09, 2019•13 min•Ep. 169
In this episode of the Dynamic Money show, we’re talking about the recent report released showing the incredibly low 3.6% unemployment rate. This wild news has practical impact on someone you know... I'll tell you how. It may just be time to give your co-workers a going away present and get your dream job. Let's jump in... 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 yo...
May 08, 2019•16 min•Ep. 168
In this episode of the Dynamic Money show, we’re giving a majorly overlooked headline some publicity. Long-term care saw major changes that have significant impact on our future (I promise), but Avengers Endgame and Joe Biden took all the big headlines. This is huge and I'll tell you why!! 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 conf...
May 06, 2019•21 min•Ep. 167
In this episode of the Dynamic Money show, we’re revisiting big banks. We've hit this topic recently, but after the earnings reports showed some wild growth in the sector largely because of them charging consumers more... I had to bring it up. There's a BIG problem with BIG banks and thankfully, there's a way out. 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 person...
May 03, 2019•12 min•Ep. 166
In this episode of the Dynamic Money show, we’re talking about the great feeling of a growing market and it's returns, and the empty feeling of when it drops. There is a way to prevent it and succeed no matter what the market is doing. We're going to discuss how to leverage a better grid of decision making and reach the dreams you have for the future. MOST IMPORTANTLY - This podcast exists so you see how recent financial news affects your life, your wallet and your future. If you heard something...
May 02, 2019•14 min•Ep. 165
In this episode of the Dynamic Money show, we’re introducing the class to the new kid: subscription-fee-based financial planning. Ohhhhhh exciting! I agree. This sparks some great conversations about values and motives that we'll unpack together. Enjoy. 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...
Apr 23, 2019•24 min•Ep. 164
In this episode of the Dynamic Money show, Chris is claiming no bit of expertise other than the fact that he wants to do better as a parent training his kids in financial literacy. After weeks of research Chris has found solutions he thinks fit his and his wifes desires for their boys... hopefully they make you think about how to train and prepare your kids, grandkids, or some kid you know who knows nothing about money. MOST IMPORTANTLY - This podcast exists so you see how recent financial news ...
Apr 21, 2019•19 min•Ep. 164
In this episode of the Dynamic Money show, we’re going on a hunt. We're following the trail left by incentives to peek into the sometimes ugly truth of motivation in financial planning. 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...
Apr 18, 2019•19 min•Ep. 164
In this episode of the Dynamic Money show, we’re discussing if and when it's time to "retire retirement." What does it mean to retire today? Does retirement even make sense any more? Spoiler alert: yes, and it always will when you define retirement correctly. 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 th...
Apr 16, 2019•12 min•Ep. 163
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 incredible start of 2019, and how to think of this record-breaking quarter. What's even more remarkable than how thi...
Apr 08, 2019•14 min•Ep. 162
