“I’m just bad with money!” I know that many have convinced themselves that they were born with a recessive money management gene, but financial planning can be learned, like anything else. That's the message of This Is the Year I Put My Financial Life in Order. In a book that is part financial memoir and part research-based guide to attaining lifelong securi ... Show More
Nov 21
A Simple, Tax-Smart Account for Charitable Giving
With Thanksgiving around the corner, the charitable giving season is upon us and changes are afoot. Of course, most people give because they want to do good, but the tax rules around philanthropy have always been an added sweetener.
To break it all down, we're joined by Fred Kay ... Show More
27m 5s
Jul 2020
5 Easy Steps to Improve Your Finances (Even in 2020) | David Waldrop
Today’s guest, David Waldrop, is a friend of the podcast who has been on the show in the past He’s a CFP® and has so many great tips to help you build a stronger financial foundation, including these 5 easy steps to improve your finances. This is a reboot episode, but the content ... Show More
35m 47s
Mar 2022
How to Reach Financial Awesomeness and Create More Financial Freedom
What would it feel like to step into financial awesomeness? Every one of us has this place where things just click, where you feel in control, your money is moving you towards your goals, your relationships, career, mindset, all of the above are just really in the sweet spot. May ... Show More
42m 25s
Apr 2023
398: How to Change Your Financial Life with a Money “Reset”
For so long, early retirement has been THE goal of those chasing financial independence. Can you imagine waking up with unlimited time, not having to work, and reporting to no one but yourself? Now imagine that day in and day out. Before long, the luster of never working gets to ... Show More
55m 9s
Jun 2020
From $200K in Debt to $240K in Retirement Income: How to Build Your Wealthy Garden | John Soforic
How do you transform your life? I say this about a lot of podcast episodes, but this is an all-time favorite.
Dr. John Soforic teaches us in his new book, The Wealthy Gardener, timeless money success principles, and the lessons you need to know to plant money seeds and change you ... Show More
44m 14s