About this episode
Yesterday
Key Money Habits to Teach Your Kids
11m 44s
Sep 16
Disliking My Business “Partners” Uncle Gavin and Uncle Don
17m 57s
Sep 15
Do I Need to Go Back to Work Full-Time?
18m 44s
Aug 2024
Uncovering Hidden Costs: Why Planner's Fees Matter
In this week’s Talking Wealth podcast, Dale uncovers the hidden costs paid to a financial adviser by an investor and how these affect the expected return. An adviser should add value over and above what you can do yourself but do they. Dale also discusses the fees you should expe ... Show More
48m 24s
Mar 2023
There’s a Fee for That and We’re OVER It—What Now?
Biden’s not feeling the junk fees and neither are we! Turns out Americans are being nickeled and dimed to the tune of $24 billion a year, which begs the question––what are we going to do about all the junk fees?
In This Episode:
· Why companies have you paying junk fees ... Show More
40m 2s
Nov 2024
Why Your Dad’s Super Advice Might Be Costing You Thousands
Ever had money opinions that seriously clash with your parents? This episode is here to gently (okay, not-so-gently) challenge those outdated views and help you take control. It’s time to reframe the super conversation—not just with your parents but with your partner too. Because ... Show More
53m 6s
Jun 2024
Fees: What we pay and what we NEVER will | Financial Check-up
At Equity Mates we hate fees! Sometimes at surface level they don’t seem like a lot. But the fact is, over a lifetime of investing, fees can significantly eat into your returns. In today’s episode we continue our financial check-up by reviewing what fees we’re paying, and what fe ... Show More
30m 36s
May 2025
Why You Feel So Bad About Money (and Why You Seriously Shouldn’t).
It’s one thing to feel bad about your own money decisions… but what if it’s your parents making you feel worse? This week, we’re diving into why family opinions about how you spend, save, and handle your money hit harder than they should, and how to shake off the guilt so you can ... Show More
39m 38s
Dec 2021
Why Do You Really Want More Money?
<p>Today's episode is all about people wanting arbitrary numbers. What scares me about some people's thought process in business is just doing anything they can for the dollar or to hit their "monetary goal" that they've set for themselves. I shed some light on why I feel like ar ... Show More
11m 23s
Jan 2022
Why Do You Really Want More Money?
<p>Today's episode is all about people wanting arbitrary numbers. What scares me about some people's thought process in business is just doing anything they can for the dollar or to hit their "monetary goal" that they've set for themselves. I shed some light on why I feel like ar ... Show More
11m 25s
Apr 2024
What to Expect When Meeting a Financial Advisor
Do you need to be a multi-millionaire to get financial advice? Absolutely not! And to tell you why, Victoria is joined by friend of the show, financial advisor and Chief Operating Officer from Everest Wealth, Daisy Magor. On today's episode they share practical tips on what finan ... Show More
32m 5s
Mar 2022
Treat Yo Self Without Breaking the Bank #482
It’s time to go Parks-and-Rec on this episode and talk about treating yo self while still being a responsible adult and not breaking the bank. There’s nothing wrong with the occasional treat- we all want to be able to splurge every now and again. But we also need to make sure tha ... Show More
46m 7s
Sep 2025
You Breathe Easier Without Payments Choking You
📈 Think you’re good with money? Take our Money in America quiz! George Kamel and Jade Warshaw answer your questions and discuss: "I inherited $750,000, should I use it all to buy a house in cash?" "Is selling my house the only option for me to get out of debt?" "How do I navigat ... Show More
2h 6m
There's really no reason whatsoever nowadays why you should be paying a lot of money in fees for financial advice. And that's a good thing. It's also a good thing when you get a feeling in your gut that somebody is being a bit of a greedy pig. That's the feeling that Cathy from Pennsylvania recently experienced. Have a money question? Email me here.Please le ... Show More
With school back in session, we're here with some advice on how to create strong financial foundations and habits for your kids.Have a money question? Email us ... Show More
I'm 66 and still working but starting feel bummed out at the tax bills we will face due to the large pre-tax dollars we have accumulated.Have a money question? Email us ... Show More
I was recently part of a layoff and now I'm wondering if I need to go back to work full-time or will a part-time gig be enough?Have a money question? Email us ... Show More
