In this episode with Rachael Camp, CFP®, we talk: - why you need to know your money story and what it can tell you - why you need to know what you value - the evolution of money and why we are not good with it - how to prioritize long term happiness over short term And much more!
In this episode with Taylor Jones, Short term rental expert, we talk about: - Ways to invest in short term rentals - How and why to pick a niche - Specifics into what it is like - How to save for it and plan And much more! Check it out if you plan on doing AirBnb in the future!
In this episode with Ashley Quamme, LMFT we talk: - about how marriage and finances exist - your options on how to manage your finances as a couple - best practices for handling your finances - how to avoid conflict - when therapy is needed to help get through the problems - and much more!
In this episode with Andy Edstrom we dig more into Bitcoin. Andy has worked in finance his whole life, started integrating crypto into his RIA early, and now works at Swan Bitcoin. He shares the. value of Bitcoin, what it is, how it should be viewed, future uses and growth potential, etc.
In this episode with Thomas and Treyton you will hear us talk about: - What our first year was like - How to pick a business partner and even more importantly, how to be a good partner - How we determined and constantly raised fees - Advice for other business owners getting started
In this episode with Riki Cooke we talk about; - his traveling experience -tips he has to better save and prepare for college -how to take advantage of sabbaticals, time between jobs, etc to travel -good credit cards to use and how to use them
In this episode with CoFounder of BC Brokerage, Peter Ciravolo, we talk about: - how he has become a digital nomad - how you can make travel more of your life - travel hacks, when the best time to book is, how to use points, etc.
In this episode with blogger and new financial planner, Jesse Cramer we talk about all the basic investing questions you have: - asset allocation - what percent can be for play money or alts - why you have to have part of your portfolio in things you value - are retirement accounts a scam like some say? - best way to handle cash flow And much more!
In this episode with Brendan Frazier, we talk: - how psychology and money meet - how the way you grew up changes the way you view money - how to make better money decisions by knowing yourself - how to figure out what you value/what your goals are - how to make decisions that align with your life and how that can be different from others around you
In this episode, Thomas and Treyton talk about: -what branding is -the importance of focusing on your personal brand -how to define your target market, where to market, and what to post about -steps to getting your own marketing going -do's and dont's with content marketing
In this episode with Samuel Deane we talk about: - What private investments are and why they can be great - How to be an accredited investor - How to build wealth as a millennial - Advice he would give his younger self
In this episode we have on two financial planners as well as Bitcoin experts to talk: -what Bitcoin is -how Bitcoin is different than other crypto projects -what Bitcoin solves -What they expect Bitcoin to be in the future -How to invest, what range of allocations, and where it can come from
In this episode with Nicole Casperson we chat: - What it is like to be a full time creator - Shifts we are seeing in the industry around people and brands - The future of fintech and what consumers can look forward to - How to grow and build an audience
In this episode with Odaro Aisueni we talk about: -why equity should the main priority -best forms of equity -3 do's and do not's of equity And much more on the topic of equity comp, business ownership, etc.
In this episode with Tyler Olson we chat about: -whether pursuing your passion is the right idea -how to determine whether more school makes sense -why more school when you are unsure what to do is often the wrong idea -student loan forgiveness options and plans -how to fund college and if 529 plans make sense
In this episode Thomas and Treyton talk about all things going on in the crypto markets: -what stable coins are -what happened with Terra/Luna -if what happened is good or bad for industry -how when things are too good to be true, they probably are -how to manage and not take too much risk with your portfolio
In this episode with Lauren K Aumond we chat about: -her experience with rental properties -the good and the bad with owning rentals -why she prefers of short term over long term rentals
In this episode with Brittney Suttle we chat about: -common tax mistakes business owners make -how to decide when to hire -why you need good book keeping and when the best time to outsource this is -why having a financial team in place around you is so important
In this episode we have on Brian to talk all things investing: -his investing journey -why he invests in individual stocks but why that probably isn't the best option for others -why he doesn't like investing in real estate -And much more!
In this episode we have on Jason Wenk, CEO Of Altruist. You will hear: -About his journey, the businesses he has built - Advice he has for business owners -And a lot of great takeaways for any business owner trying to scale
In this episode we have on Taylor Simpson to talk about: -microlending and how his product is an investment opportunity and way to give back to others at the same time -why microlending is a need for so many -the problem with the current US system -how to help and give baack to communities you care about through this
In this episode with Broc Buckles, CoFounder Of BC Brokerage, an insurance firm that partners with Fee only Financial planner, we talk about the biggest mistakes and misconceptions people have around insurance. He put an interesting and fun spin around insurance and we only talked about the things you may be overlooking.
In this episode with Nick Maggiulli we rifle off 30 questions from his book that relate to your life as a millennial. Some of the topics include: -Why you should focus more on your career than investing early on -Why investing in stocks is so hard, and why it is so hard to tell if you are good at it -How to know how much you need for retirement -how to manage lifestyle creep -how to help with guilt you feel from spending -why you shouldn't max out your 401(k) first And so much more! You definite...
In this episode we chat about: - the new tax guide we dropped that you can get here by subscribing to our AllStreet Wealth newsletter: https://www.allstreetwealth.com/taxguide -how the US tax system works -the difference between marginal, progressive, and effective taxes -how different investment accounts are taxed -difference between tax credits and deductions plus some common ones that are used Don't forget to subscribe to the newsletter to get your free guide! Plus we will be dropping a new g...
In this episode with Chris we talk about: -why you should prioritize equity early on -the 4 biggest mistakes people make with equity comp -some equity comp best practices -some tools to use from Chris' company website secfi
In this episode with Tyrone Ross Jr. we talk about: -why BTC is different than all other crytpoassets -how to view BTC and ETH -why the word "cryptocurrencies" is misleading and probably not the best word. Cryptoassets would be a better description -ways for BTC to become a better currency
This episode is a little different than normal. We update you on what is going on in the world today and how it is going to effect you. Then we chat about the value crypto has during this time. Then we wrap up with some helpful advice for you on what you should be doing and thinking about during a potential recession.
In this episode, we have the Chief Investment Officer of Plancorp, Peter Lazaroff on to talk about: -How to invest during a volatile market -How to manage emotions when they are pushing us to do the opposite of what we know we should do -Things to remember during a volatile market -Why one mistake can derail your financial progress
In this episode with Robert Petrozzo, The co-founder of RallyRd ., we talk all things alternative investments: What is alternative investing? What forms of alternative investing exist? Why are people interested in alternative forms of investing? What is RallyRd and what can you invest in there? The future of RallyRd and alternative investing
For the last number of years, personal finance and working with an advisor was all about investments. But times have changed, the way advisors bring real value to clients is through helping them live the life they want. In this episode we talk about what real financial planning looks like. Then we answer these key questions people always ask: -why have an ongoing relationship with an advisor? -what value does an advisor bring? -How to truly develop your goals and the value of a mission statement...
