So you've tried budgeting and you still struggle with it. You're not alone. That's why this episode features a conversation with Bari Tessler: Financial Therapist, Mentor Coach, Mama-preneur, and the Founder of The Art of Money. Bari shares her incredibly simple but powerful method of "Values-based Budgeting" which can create a positive mental shift and help you get "un-stuck" with budgeting.
Solo business owners or "solopreneurs" may feel like their retirement plan options are limited. But there is a great tool available: the Solo 401(k) plan. We discuss the details of this plan to help you decide if it's right for you.
The end of the year means taxes are on our minds. What can we do to be as tax-efficient as possible before the end of the year? Kim Padgitt from The Tax Advantage LLC has some insights for us.
You've got home mortgage questions? We've got answers. We chat with Brittany Green from Tucker Mortgage to cover all those questions that you've been wondering about when it comes to getting a mortgage.
We can all struggle with avoidance of money issues at certain points in our lives. Let's talk about how to move past them.
Starting a business can be an exciting adventure and it can be even more exciting to start it with a partner. Is this always a good idea? What should you think through before launching a partnership?
Many small businesses received a PPP Loan earlier this year. Now there are questions about forgiveness. We'll do a short update on the state of PPP Loan forgiveness.
Elections lead to heightened stress and emotions for many which can raise concerns about money. What does the data show about investing during a presidential election?
It's a good idea to review your credit report once a year. We'll discuss how to do that and what to look for.
Is ID theft protection worth it? How do these services work? We'll talk about the ins and outs of protecting yourself and whether to consider an ID theft protection service.
We live in a world driven by technology. This can make life easier but it can also open us up to vulnerabilities and hacks. It's a good idea to audit your personal cybersecurity practices on a regular basis to keep your money and life safe. In this episode, we'll walk through some security practices together to help minimize your exposure to nefariousness.
When we think of investment and saving for retirement (or financial independence), we often think of things like 401(k) and Roth IRA accounts. But there's another type of account that is pretty common and very flexible that a lot of people don't take advantage of. We'll discuss the Taxable Brokerage account and how to use it.
So many of us struggle with money and even more struggle to truly understand and define what wealth really means to them. And that's why Ryan Sterling wrote a book about it. Ryan is a friend of the show and a dynamic speaker, author, and financial advisor and joins this episode to share insights from his new book, "You're Making Other People Rich."
Pets are a part of the family, and they deserve quality medical care. But healthcare for pets can get expensive. Is it worth it to consider pet insurance?
Does it really make a difference what bank you use? Let's discuss.
Building an emergency fund is one of the most important steps of a financial plan. But it's hard! What are some tips and tricks to getting it done?
Health insurance is really important. But it can also be really confusing. We are joined by health insurance expert, Matthew Allen who walks us through all the options available to us and how to evaluate each one to find the best fit for you.
Big companies usually offer 401(k) plans as a standard practice. But many small businesses do not because they aren't clear on the benefits or why it matters. We are joined by Nicolle Willson, JD, CFP, C(k)P, and head of the Retirement Consulting department at Guideline to explain why a small business might want to consider setting up a 401(k) plan and how easy it can be.
You have auto & home insurance questions? We've got answers. We're joined by Ashe Abebe, friend of the show and independent insurance agent to talk through top 10 questions about auto & home insurance.
Life insurance is important for many people but it's easy to overlook a few common details that can lead to problems later on. We are joined today by Mark Maurer, CEO of LLIS which has been providing high touch, high tech insurance services since 1992. Life insurance is important for many people but it's easy to overlook a few common details that can lead to problems later on. We are joined today by Mark Maurer, CEO of LLIS which has been providing high touch, high tech insurance services since ...
Has your friend been bragging about how well their investment account is doing while you aren't seeing the same results?
Tyrone Ross, Director of Community at Altruist, joins the podcast for an incredible conversation about the changing landscape of the financial industry, how technology is making it easier to get financial advice, what's broken about the industry, and how Altruist is leveling the playing field.
There are a number of popular "lazy" portfolios published, such as the All Weather Portfolio or the Permanent Portfolio. Why do these exist and what's the benefit? Michael is joined by his XYPN Mastermind Group to discuss this.
July is a good time to consider rebalancing your 401(k) and investment accounts. We'll discuss the ins and outs on today's episode.
How healthy is your emergency fund? How big should it be? Where should you put it? We talk through these questions and more.
Do you feel limited by your beliefs about money? Do you feel there is something holding you back from earning the income you deserve? We talk with money mindset expert, Gull Khan about how how to overcome your limiting beliefs about money.
Thinking of launching an online course or product? Following a process can make the journey a bit easier.
A call to action to help me spread the word about YNAB for Good.
Did you know that statistically, 1 in 4 people are likely to become disabled for more than 12 months at some point in their lives? Join us as we sit down with insurance expert, Ashe Abebe to discuss disability insurance and how it works.
A lot of us struggle with productivity. Being able to get things done is a pretty clear competitive advantage when it comes to money. If you are productive, you are potentially more likely to increase your wealth because you can simply get more done which leads to success in business, work, running your household, and pretty much every area in life.
