In this week's episode, I discuss how to protect yourself from the number 1 cause of US personal bankruptcies, through insurance - specifically medical insurance. I address: Why you need to have it The types of coverage plans The 3-4 numbers to focus on when selecting a plan The best places to get it I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have any questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great...
Feb 27, 2024•17 min
In this week's episode, I discuss the basics of insurance: What it's for, and what it's not for. When to have it, and when to. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have any questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike
Feb 20, 2024•20 min
In this week's episode, I discuss habits: What they are, the benefits of them in relation to building wealth, and some tips to enhance your money habits. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have any questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike...
Feb 13, 2024•24 min
In this week's episode, I continue to discuss estate planning, specifically talking about 3 ways in which you can help your loved ones prepare for the loss of you. If you want a copy of the contents to place in the "I Love You" Binder, send an email to mike@truewealth.show , with the subject of BINDER, and you'll get a response with the contents. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have any questions or feedback, feel free to email them to mike@...
Feb 06, 2024•18 min
In this week's episode, I continue to discuss estate planning, specifically talking about trust: what they are, how they are structure, and give some practical uses of them. There are a lot of different trusts. A long list can be found at: https://financiallysimple.com/common-types-of-trusts-list/ I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have any questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great da...
Jan 30, 2024•22 min
In this week's episode, I continue to discuss estate planning, specifically talking about selecting the agents (or people) to support your estate plan, and the qualities to look for. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have any questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike
Jan 23, 2024•21 min
In this week's episode, I continue to discuss estate planning, specifically how assets are transferred at death, and the order in which they are transferred. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have an questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike
Jan 16, 2024•13 min
In this week's episode, I talk about estate planning - what it is, why you need to engage in it, and the 3 or 4 basic documents every estate plan should entail.I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have an questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike
Jan 09, 2024•18 min
Welcome to 2024. In this week's episode, I share the 4 steps to making meaningful change in any domain of your life. As I mentioned, I have availability to add 5-7 new clients for those looking to intentionally build wealth and/or retire with confidence. If you think we might be a good fit for you, enter your information at truewealth.show/interested If you have an questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ M...
Jan 02, 2024•17 min
In this week's episode, I talk of the value of taking some time to look back and reflect on the past year, capturing it somehow, so that you can remember in the future where you were today. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have an questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike...
Dec 26, 2023•7 min
In this week's episode, I wish you a Merry Christmas, talk of the importance of the time of the year, and discuss the micro action of trying to have a money conversation. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have an questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike
Dec 19, 2023•8 min
In this week's episode, I talk of a memorial about Jeanie, a 78-year-old mother of a client of mine, who needed to make some very tough decisions some years back. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have an questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike
Dec 12, 2023•14 min
In this week's episode, I talk a framework that business owners and/or self employed people can implement to eliminate the initial pains of cashflow and taxes when getting started. You can find the business accounting software review, I mentioned by PC Magazine at https://www.pcmag.com/picks/the-best-small-business-accounting-software I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have an questions or feedback, feel free to email them to mike@truewealth.sh...
Dec 05, 2023•22 min
In this week's episode, I talk about the non-budgeting budget system and technology to aid in budgeting. You can find a the budgeting app review, I mention by Nerd Wallet at https://www.nerdwallet.com/article/finance/best-budget-apps I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have an questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike...
Nov 28, 2023•18 min
In this week's episode, I talk about a couple of advanced budgeting tactics, to include distributing, tracking, adjusting, and addressing irregular income. You can find a downloadable budgeting forms on the Resources Page at www.trueweath.show/resources I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have an questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike...
Nov 21, 2023•25 min
In this week's episode, I talk about the need for and how to create a Christmas Spending Plan. You can find a downloadable budgeting forms on the Resources Page at www.trueweath.show/resources I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have an questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike...
Nov 14, 2023•18 min
In this week's episode, I talk about the rules for budgeting, and how to create a zero-based monthly budget. You can find a downloadable budgeting forms on the Resources Page at www.trueweath.show/resources I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have an questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike...
Nov 07, 2023•21 min
In this week's episode, I talk about the importance of money management, and give 6 reasons why you need a monthly spending plan or written budget. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show If you have an questions or feedback, feel free to email them to mike@truewealth.show Until next time... have a great day. Thanks for listening ~ Mike
Oct 31, 2023•20 min
In this week's episode, I give you an over-view a comprehensive financial framework for Retirement Transition Planning. You can find a downloadable PDF on the Resources Page at www.trueweath.show/resources. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show . If you have an questions or feedback, feel free to email them to mike@truewealth.show. Until next time... have a great day. Thanks for listening ~ Mike...
Oct 24, 2023•34 min
In this week's episode, I give you an over-view a comprehensive and proven financial framework for Building Wealth. You can find a downloadable PDF on the Resources Page at www.trueweath.show/resources. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show . If you have an questions or feedback, feel free to email them to mike@truewealth.show. Until next time... have a great day. Thanks for listening ~ Mike...
Oct 17, 2023•20 min
In this week's episode, I give you an over-view of age-based financial milestones. These age-based events can help you with your wealth building and retirement planning. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show . If you have an questions or feedback, feel free to email them to mike@truewealth.show. Until next time... have a great day. Thanks for listening ~ Mike
Oct 10, 2023•30 min
In this week's episode, I explain the benefits and value of having a compelling vision or "why" and how it will help your wealth building, retirement planning and life overall. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show . If you have a questions or feedback, feel free to email them to mike@truewealth.show. Until next time... have a great day. Thanks for listening ~ Mike
Oct 03, 2023•18 min
In this week's episode, I continue to explore money mindset and specifically talk about the role stewardship plays in it. We'll talk about stewardship is, how it's helpful, and how to start to implement it with your money. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show . If you have an questions or feedback, feel free to email them to mike@truewealth.show. Until next time... have a great day. Thanks for listening ~ Mike...
Sep 26, 2023•14 min
In this week's episode, I continue to explore money mindset and specifically by answering the question, what is money? We'll talk about what is it, it's characteristics, and how it differs from wealth. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show . If you have an questions or feedback, feel free to email them to mike@truewealth.show. Until next time... have a great day. Thanks for listening ~ Mike...
Sep 19, 2023•16 min
In this week's episode, I continue to explore money mindset and specifically talk about Money Scripts - what they are, the 4 roles, and how it can be used a little to "hack" into your Money Mindset Here is a link, where you can take a Money Script Assessment: https://www.bradklontz.com/moneyscriptstest I hope you find this episode helpful. You can learn more at www.TrueWealth.Show . If you have an questions or feedback, feel free to email them to mike@truewealth.show. Until next time... have a g...
Sep 12, 2023•16 min
In this week's episode, I continue to explore money mindset and specifically talk about Identity. What it is and how it supports your wealth building efforts. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show . If you have an questions or feedback, feel free to email them to mike@truewealth.show. Until next time... have a great day. Thanks for listening ~ Mike
Sep 05, 2023•16 min
In this week's episode, I continue to explore money mindset and specifically answer the question of "what is the best belief you can have?" Additionally, I share 3 beliefs that will help your money (and really your life). I hope you find this episode helpful. You can learn more at www.TrueWealth.Show . If you have an questions or feedback, feel free to email them to mke@truewealth.show. Until next time... have a great day. Thanks for listening ~ Mike...
Aug 29, 2023•26 min
In this week's episode, I want to explore the importance of money mindset. Mindset is the culmination of beliefs, perspectives, thoughts, and biases as they relate to money. Our mindset can plan a large part in our finances. I hope you find this episode helpful. You can learn more at www.TrueWealth.Show . Until next time... have a great day. Thanks for listening ~ Mike
Aug 22, 2023•14 min
In this week's episode, I want to define want "true wealth" is from my perspective and how that definition came about. I hope it gives you a either a little spark to start your own financial journey or fuel to keep going. You can learn more at www.TrueWealth.Show . Until next time... have a great day. Thanks for listening ~ Mike
Aug 15, 2023•14 min
In this week's episode, I want to continue to introduce the purpose of the show. I believe the key to building wealth is 1) increase your financial knowledge and 2) execute a consistent plan that will help you build wealth. I provide several resources to do so in this episode. I hope it gives you a either a little spark to start your own financial journey or fuel to keep going. You can learn more at www.TrueWealth.Show . Until next time... have a great day. Thanks for listening ~ Mike...
Aug 08, 2023•19 min
