Ever wish you had better habits? Whether you're not getting out of bed for that morning run, or you stay up too late before an important meeting in the morning, or you can't stop breaking the budget - we've all asked ourselves, "why did I do that AGAIN?" Dr. Joseph Cardillo, best-selling author of multiple books on the intersection of mindfulness and health not only knows the answer to that, he's sharing the solution on today's show! In his new book, 12 Rules of Attention , Dr. Cardillo goes thr...
Sep 07, 2020•1 hr 12 min
The one and only Scott Alan Turner from Financial Rockstar podcast joins the fun this week. He, Len Penzo and Joe tackle financial insecurity, mortgages and horrible Valentine's gifts. Also, we're ending our Rewind week with some pretty special segments. Check out our original show notes below: At the halfway point we have a great visit with Thomas Smyth from AskTrim.com about his new app. Trim dives into your accounts to find forgotten subscriptions you're paying and unsubscribes you (if you wi...
Sep 04, 2020•58 min
What does your financial dream house look like? Financial planner Greg Powell says that he always has trouble convincing people to complete a financial plan because it sounds like a ton of work. But a financial dream house? That’s a much easier sell, and he’s going to help you sell yourself on that concept in today’s episode. We’ll talk about where investments fit into the overall structure (not as far up the priority list as you’d think), how to work through building your “plans,” and then how ...
Sep 02, 2020•1 hr 1 min
Most of us have been at home a lot more than normal, which led us to realize that this week may be high time for a discussion about "stuff." Too many of us have too much clutter. Clutter not just in our house, but in our minds, in our thoughts, and in our goals. That's why today's episode is super important to us. Happy rewind week! While Joe and OG are hanging up at the beach sipping mojitos (okay, maybe not really), I’m turning back the clock to visit some of our favorite past interviews. We'r...
Aug 31, 2020•1 hr 10 min
Big houses, fast cars, and flashy boats... are we all destined to hit the "what do I really want with life anyway" crisis? While everyone's therapy comes in different forms, does it have to mean burning obscene amounts of cash budgeted for things like, "life savings" just to reclaim your life? On today's show we'll share what YOU can do when you're second guessing your goals and your life's direction...so that you can keep the sportscar money in your pocket. Helping us out on the roundtable toda...
Aug 28, 2020•1 hr 24 min
What does it take to work as a Hollywood designer for major rock and roll bands? Lindsay Hearts started with a sewing machine at age 16, worked her way up to fashion week in New York, and finally decided it was time to make a move to reach her dream: creating a brand of her own in LA. She moved west with the goal of NOT working for someone else, but to build her own business. Today we'll hear her inspiring story, plus how she's helped out during the time of COVID, how she manages a team, and muc...
Aug 26, 2020•1 hr 3 min
Charles Duhigg is a guy who knows a lot about habits. His book on the topic was on the New York Times bestseller list forever, his second book is also a bestseller, and now he has a new podcast called "How To!" that talks about the habits needed to perform specific tasks. Want to be funnier? Lose weight? Get a promotion? He covers it. Today we cover HIM and the topic of habits on today's episode! Also today we ask the question, "How much skill is involved when a day trader wins?" Apparently, acc...
Aug 24, 2020•59 min
We’re super happy to present to you this year’s Plutus Award finalists. There are 30 categories this year and you’ll hear ALL of the commentary about these awards plus the complete rundown. Joining us for the award presentation are Harlan Landes, creator of the Plutus Awards, and Miranda Marquit from Planting Money Seeds AND Plutus Awards director. For the commentary roundtable, we welcome the author of Mindful Millionaire, Leisa Peterson, the woman behind the Fioneers blog, Jess, and Mr. Do You...
Aug 23, 2020•2 hr 11 min
How can you become better with money? The good news: it's simple! The bad news? Just like anything else it will require a bit of work. Lucky for you, we're covering some of our favorite exercises (call them whatever you want if the word "exercise" isn't doing it for you) to make you better with your money. On that note, we want to give a big thanks to Eric and Kali Roberge for today's piece! Eric wrote it on the Beyond Your Hammock blog, and Kali has so nicely agreed to be our celebrity reader. ...
Aug 21, 2020•1 hr 18 min
Looking to save more cash, but don't know where to look? Today we welcome Dan Ariely, Chief Behavioral Economist with Qapital, and professor and expert on psychology and behavioral economics at Duke University. According to Dan, the best strategy may not necessarily be about adding more cash to your bottom line but reprioritizing the money you already have. Instead of trying to out-earn your spending habits, realign your focus to make the cash you earn go further for you each week. Plus, every w...
Aug 19, 2020•1 hr 5 min
We talk often on the show about growth-oriented investments, but what if you wanted higher income-paying tools for your portfolio? Will Rhind, CEO of GraniteShares, is a guy who knows income, his HIPS ETF is specifically engineered to create high income streams. Today we'll talk with Will about many of the different types of investments that go into his ETF. We'll dive into how they work, what could make income streams expand and contract, and also what could make an income-producing portfolio v...
Aug 17, 2020•1 hr
Here's a shock (or not....): LOTS of people are feeling stress right now - so if you're feeling overwhelmed, you aren't alone. Admittedly there aren't answers for everything, but that doesn't mean it's time to throw priorities, goals, and self-care out the window. In the words of Lin Manuel's Arron Burr: "I am the one thing in life I can control." (Thanks J.D. Roth, for reminding me there's a Hamilton line for everything!) During today's show, we'll ask our roundtable: when life becomes stressfu...
Aug 14, 2020•1 hr 20 min
What if you could talk about inflation in a way that actually hit home? Today we'll do just that by diving into the cost of a brown bag lunch sandwich. What does a sandwich cost? How has the price changed over time? Len Penzo has been comparing the prices of brown bag sandwiches for twelve years, and for seven of those we've been tracking it on the show with him. Today's show is one long-time fans will know and love, and one that we hope our new listeners won't miss... it's our annual fan-favori...
Aug 12, 2020•1 hr 24 min
Sure, financial planners work with people, but many only work with you ONCE you have your act together and you're ready to begin working on big-money problems. What do you do if you're just learning how to set up a budget, get out of credit card debt, or save systematically? Today we'll tackle all of that with Rebecca Wiggins, the executive director of the Association for Financial Counseling & Planning Education, on how financial coaches (not financial advisors...that's something else!) hel...
Aug 10, 2020•1 hr 12 min
Ah, the simple life. With all of the chaos in the world, how do we get back to basics? Today our roundtable crew are going to help you reboot, rejuvenate, and revive your live with ideas from a recent blog post about 30 tips for simple living. We'll talk about everything from diet and exercise to reading more often. That'll help you focus better, feel stronger longer, and most importantly (for our show, anyway), Stack More Benjamins. Plus, during our Friday FinTech segment, we'll speak to Jesse ...
Aug 07, 2020•1 hr 23 min
How do you make the topic of money actually fun? That's the question the Singleton Foundation asked, and CEO Shelly Miles and Executive Producer Lisa Freberg join us today to explain how they pulled it off. They not only found talented creators to bring together a video channel that resembles Netflix for money nerds, but they also thought deeply about exactly how to turn each story into a longer discussion. Today we'll talk about how they've made money discussions compelling, fun, and best of al...
Aug 05, 2020•1 hr 3 min
Are we focused too much on being liked? From the workplace to our personal lives, most of us don't want to be the person who rocks the boat. Go with the flow, right? Antarctic expedition leader Rachael Robertson says that approach to leadership (or even following) couldn't be more wrong. An honest - yes that means having tough conversations! - workplace is more constructive than an office focused on making sure everyone is getting along every day. Plus, remember the 401k article going around sug...
Aug 03, 2020•1 hr 12 min
Treat yo' self! It's a wonderful concept with one big downside: the phrase "treat yo' self" often means burning a big stack of cash on retail therapy. Don't get me - we're human, and we've all had those days ending with an oh-so-cathartic impulse buy of computer parts and beef jerky (too specific?). BUT self-care doesn't necessarily mean spending money. With a lack of Benjamins being one of the leading stressors among U.S. adults, taking control of your money can be one of the most effective sel...
Jul 31, 2020•1 hr 7 min
Think it's impossible to make a million dollars working a blue-collar job? Millionaire and former ditch-digger Ken Rusk might have something to say about. For decades, the college experience has been pushed as THE prioritized option for high school graduates, but with the student debt crisis becoming worse year after year should you look elsewhere? Today, Ken Rusk will show you how forgoing the college route doesn't mean you're giving up your chance of financial independence...and it just might ...
Jul 29, 2020•1 hr 4 min
Have you ever thought, "Maybe I should be SPENDING more money?" Our guest today thinks that maybe you should re-examine how you're living. Bill Perkins, poker star and energy trader, says that investors have too much of their mindset set on the future, and not enough energy focused on the now of life. We'll discuss over-saving, being TOO frugal, and actually spending your money on today's episode. Plus, how does an ETF that literally pays YOU to invest not gain enough attention to take off? It t...
Jul 27, 2020•1 hr 17 min
FIRE, FIRE, FIRE! While we'll never disparage the basic goals of the #FIRE movement: becoming financially secure and having the option to retire early, we still have to ask the question, "Is fully subscribing to FIRE lifestyle naive?" Are we putting too much emphasis on the "Retire Early," and too little on "Financial Independence"? We ask our contributors: is it time to put the fire out? Our awesome roundtable team today includes: Don McDonald from the Talking Real Money podcast, Paula Pant fro...
Jul 24, 2020•1 hr 31 min
Are we focused on the wrong priorities when it comes to elder care? While physical care is important, should our healthcare focus change to put more consideration on the emotional needs of our elders? Today we welcome Anne Basting to learn about how her strategies have been changing the eldercare experience for both healthcare workers AND families. The results are amazing and the methods she recommends aren't only easy to implement, but they solve many issues in elder care as it's currently pres...
Jul 22, 2020•1 hr 1 min
Golfing, RV life, fishing, board games (of course), and a cushy portfolio... what else is there to retirement? It turns out: there's still a bunch! Not to worry though, today we're throwing our special guest out into the rain and instead delivering a feature-length discussion on every little thing you need to consider BEFORE retirement. Plus, what's going on with the national coin shortage we've been hearing about everywhere? And why are financial advisors reporting having a hard time selling so...
Jul 20, 2020•1 hr 15 min
All that we hear about when we read financial pieces about hiring advisors is, "Ask about the fees," and "Hire a Fee Only Advisor." Sadly, the former and current advisor who operate this podcast know it isn't that easy. There are fee only advisors who are morons and a cheap fee means nothing if you find zero value in your "low fee" advice. So what SHOULD you ask? Today we gather together some of our favorite pros to ask them. What questions SHOULD people ask (but don't)? What should people look ...
Jul 17, 2020•1 hr 27 min
What's worse than having a bunch of money? Having bunches of money and not knowing why you have it, or what joy it would bring...if any. So if you have no plan, what's waiting at the end of the rat race? Can there be more to riches than a bulky 401k, a big house, and of course... stuff ? Today we'll invite a woman who is a Mindful Millionaire, Leisa Peterson. We'll discuss why for many the conventional path to wealth is an empty journey and how to set yourself on a much more fruitful financial j...
Jul 15, 2020•1 hr 11 min
What are the secrets behind great innovation? Whether in your work life - like creating a system to streamline mornings at the office - or your personal life, innovation has affected everything around you. But where do great ideas come from? Beyond simply coming up with new ideas, does innovation takes a willful, focused effort to succeed? What exactly are the steps needed to create the perfect environment for innovation? Sharing his secrets today on how to create a better (and more lucrative) f...
Jul 13, 2020•1 hr 23 min
Save more than you spend, don't take on a mountain of debt, live below your means... they're all phrases that the financially-savvy among us might take for granted, but let's be honest. Most of us didn't start out that way. Today we ask our contributors: what are some money lessons you had to learn the hard way? On today's show we'll hear some sage advice from Jen Smith (from the Frugal Friends podcast), Doc G (from the Earn & Invest podcast), and Len Penzo... of LenPenzo.com. A special than...
Jul 10, 2020•1 hr 46 min
Is your job going bye-bye? Today's guest says, "Probably." But how do you succeed in an economy that seems structured against you? On today's show, we're excited to have a deep conversation with the co-founder of NPR's Planet Money and the creator of the new Passion Economy podcast, Adam Davidson. We'll touch on what the future of technology means for you, for the economy, and how our current economic situation is "more of the same" or "different" than the country's last two big downturns... and...
Jul 08, 2020•1 hr 17 min
As we round the 4th of July holiday, we've all celebrated George Washington as the first President of the United States, the general who lead the Continental Army against the British, and the second or third most popular character in the Broadway play "Hamilton." However, did you ever think of George Washington as an entrepreneur? Economist John Berlau has thought about that AND how Washington's entrepreneurship aspirations molded both his vision as a future leader, and our country. Today he's w...
Jul 06, 2020•1 hr 3 min
Should you have an exit strategy for the stock market? In this rewind episode Paula Pant and Len Penzo go head-to-head with their own personal strategies. Also, during the Fintech segment we interviewed Kyle Robertson, co-creator of the now discontinued Lemon app. While you won't be getting your hands on Lemon, our discussion still serves as a great introduction to taking charge of your finances with the help of financial tools. You can read the original show notes below: It’s WAR in the basemen...
Jul 03, 2020•51 min
