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Earn & Invest

Jordan Grumet (Doc G)

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Join us for thought-provoking conversations that empower you to Earn and Invest wisely, shaping your future while making informed decisions today. Every Monday, our wide-ranging panel discussions explore various financial topics, fostering engaging conversations that challenge conventional wisdom and provide fresh perspectives. Then, on Thursdays, we delve into individual interviews, offering deep insights from experts who share their experiences and expertise. While we may not always uncove ...
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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You can't save your way to your dream life anymore. The truth is, you’re gonna need to learn to make more money. The Travis Makes Money Podcast is not your typical personal finance show. Rather than shaming you for buying a Starbucks coffee or pressuring you to become a billionaire, we focus on empowering you to make more money so you can enjoy life today while preparing for your future. You don’t have to cut back so much that you miss out on the present, and you don’t need to become the nex ...
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Never leave money on the table. This is your shortcut to upgrading your life, money and travel—all while spending less and saving more. Get tactical moves and deep dives into designing a life you’re excited about. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life and looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk are here to deliver smart strategies you can plug ...
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ChooseFI

ChooseFI

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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
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In Good Company with Nicolai Tangen

Norges Bank Investment Management

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The CEO of the largest single investor in the world, Norges Bank Investment Management, interviews leaders of some of the largest companies in the world. You will get to know the leader, their strategy, leadership principles, and much more. Hosted on Acast. See acast.com/privacy for more information.
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Linked UP Live Podcast

Linked UP Publishing

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Our purpose is reaching people with the message of Jesus Christ by connecting them to God, Family, Purpose and Community. You can learn more about our purpose as a church when you go through our Next Steps. Begin your journey today.
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Ready For Retirement

James Conole, CFP®

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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spe ...
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Why is personal finance so complicated? The internet is flooded with personal finance "experts" sharing short-sighted, error-prone advice. But long-term financial success requires thoughtful, patient, and well-researched strategies. Hosted by Jesse Cramer, a former aerospace engineer turned fiduciary financial advisor in Rochester, NY, Personal Finance for Long-Term Investors simplifies complex financial topics. With relatable stories, in-depth research, and practical tips, Jesse helps you m ...
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Welcome to the Purpose Driven Podcast, hosted by Will Hamburg, founder of Purpose Driven Profits. Dive into weekly insights from live calls where purpose-driven entrepreneurs merge passion with profit. Discover mindset shifts, conscious investing strategies, and real-world stories of building businesses that create win-win-win outcomes—for you, your community, and the planet. Whether you're monetizing your calling or infusing meaning into your success, this podcast equips you to thrive abund ...
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Founded On Purpose

Renew Venture Capital

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Welcome to Founded On Purpose, the podcast where business meets impact. Hosted by Kt McBratney of Renew VC, each episode features founders, investors, and ecosystem builders answering the same set of questions. While the questions stay the same, the insights and conversations are always unique and thought-provoking. Join us to explore how these innovators are aligning profit with purpose.
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Risk Parity Radio

Frank Vasquez

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Risk Parity Radio is a podcast about investing located at www.riskparityradio.com. RPR explores risk-parity style portfolios comprised of uncorrelated or negatively correlated asset classes -- stocks, selected bonds, gold, managed futures, and other easily accessible fund options for the DIY investor. The goal is to construct portfolios that are robust and can be drawn down on in perpetuity, and to maximize projected Safe Withdrawal Rates regardless of projected overall returns.
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A front-row seat to real estate experts as they give their top advice, strategies, and tools to help you become a better passive investor. I break down their insights into practical steps, so you can take action. This show is for anyone who wants to Passively Invest like a Pro!
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Modern Investing Podcast

Sidepocket Financial

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Welcome to the Modern Investing Podcast, sponsored by Sidepocket (www.sidepocket.com), where we find some of the brightest minds in investing, entrepreneurship, real estate, tech, and more and ask them, "how do you stay financially ahead of the curve in the dynamic world we live in?"
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Founder Storiez

ephraim yarmak

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The purpose of "FounderStoriez Channel" is to interview Entrepreneurs from around the world to share their story, experience, and wisdom with you so you can learn from them and be inspired.
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Invested by Aleph

Michael Eisenberg

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How can values create value? Join Venture Capitalist and Author Michael Eisenberg as he speaks with global business leaders to explore the values and purpose behind their businesses, the impact of technology on humanity, and the humanity behind digitization. Michael Eisenberg is Co-Founder and General Partner of Aleph, an early-stage venture capital fund with $850M under management in Tel Aviv, Israel. Aleph is an early stage venture capital fund focused on partnering with great Israeli entr ...
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Good Podcasts

Pioneers Post

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Welcome to Good Podcasts from Pioneers Post - the global news platform for people building a better world through good business. Hosted on Acast. See acast.com/privacy for more information.
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Welcome to the Purpose Driven Capital Podcast - Your Money. Your Mission. Your Impact. Our mission is simple: To help you use the money within your control to serve your unique calling and spark a movement that creates the kind of impact you want to see in the world. Too often, money isn’t used as it should be. Instead of chasing empty gains, we believe it should be directed toward genuine virtue, aligned with your gifts, values, and purpose. Each episode, we’ll sit down with thought leaders ...
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Real-life strategies for the modern financial advisor who’s ready to scale. Join Altruist founder and CEO Jason Wenk, Altruist’s Head of Community Dasarte Yarnway, and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don’t miss it.
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Connecting With Purpose is a place for consequential conversations about doing what matters most in times when our families, workplaces, and communities need us. On the PurposeFused podcast, our partners host conversations with leaders from multiple sectors about what's possible when we invest in leading and living with purpose, for ourselves and our teams. By learning from guests' experiences in the purpose journey, as business leaders and humans beyond the workplace, the show serves as a c ...
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At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to [email protected]. Sarah Guo is a startup investor and the founder of Conviction, an investment f ...
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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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Retiring With Enough

Dr. Peter Guidry, CRPC™, LLC

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Retiring With Enough focuses on Simplifying Retirement through three main paths to a happy retirement: Money, Purpose and Freedom. Dr. Guidry maintains a CRPC™ (Chartered Retirement Planning Counselor) designation and has over 70 years of life experience with over 50 years investing experience as a DIY (Do It Yourself) investor.
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My mission is to tease out Human Potential in the Multifamily Space. Multifamily hinges on people, yet we fail to fully unleash their potential. Investing in coaching, training, and leadership unlocks peak performance. Engaged teams provide exceptional service, solve problems creatively, and innovate. A culture of growth attracts/retains top talent seeking purpose and mastery. Embracing development drives occupancy, reduces turnover, and boosts profits. When people thrive, so does business s ...
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So Good Sisterhood

Julie Mullins

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The So Good Sisterhood podcast is all about investing in every girl from every generation. It's an opportunity to have relevant conversations every month around living intentionally, leading confidently, and loving generously—leaving you saying "That's so good!"
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Where people come to learn about what the Bible says about money, wealth and business. Be inspired by some of the greatest Christian thinkers and commentators from around the world, with your host Alex Cook, founder of Christian Wealth.
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NZ Everyday Investor

Podcasts NZ / WorldPodcasts.com / Darcy Ungaro

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The NZ Everyday Investor! A podcast designed for the the everyday person, who's keen to build new wealth in the new world using existing, and new tools to get the job done. We select guests for our show who have a genuine story to tell - not just industry experts but people who have made great financial moves, some on purpose and some totally by accident! We hope you enjoy the show.
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We believe that a high quality rental property is the best investment a person can make. This podcast equips listeners to build a rental portfolio of their own. Each week host, Kirby Atwell, interviews someone who is living off rentals and identifies best practices, advice, and potential investing pitfalls to avoid!
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Savvy Women Talk Money

Savvy Women Wealth Management

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You've spent a lifetime using your strengths as a woman to make smart decisions about life. Isn't it time to apply those same strengths to making financial decisions and investing? Listen in and learn how to apply your natural strengths as a woman to managing your finances and investing, so you can accomplish more with your money. Without giving up lattes, wine or mani-pedis. Hosted by Catherine Magaña, CFP® & Rachel Ivanovich, EA, MBA Savvy Women Wealth Management is an SEC Registered Inves ...
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XM's trading podcast, Global Market Insights, reflects our commitment to providing traders with meaningful and informative content based on diversity and practical purpose, encompassing up-to-date information needed for online investing and updates on economic events across the globe. For more in depth technical and fundamental analysis, be sure to visit www.xm.com Trading Point of Financial Instruments Ltd is regulated by the Cyprus Securities and Exchange Commission (CySEC) (licence number ...
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Are you leading important client relationships and also on the hook for growing them? The growth part can seem mysterious, but it doesn't have to be! Business development expert Mo Bunnell will take you inside the minds of some of the most interesting thought leaders in the world, applying their insights to growth skills. You'll learn proven processes to implement modern techniques. You'll learn how to measure their impact. And, everything will be based in authenticity, always having the cli ...
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"Old wealth is built by owning more, new wealth is built by owing more." Welcome to Leverage Addicts, the podcast for purpose-driven entrepreneurs, investors and hustlers who want to maximize their time and capital by using leverage. Join us as we dive into the world of property investing and explore the different journeys of successful investors. We'll dissect real-world deals and strategies, and give you the tools you need to navigate the market and make the most of your investments. Wheth ...
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We break down the complex world of financial planning into real, relatable conversations. Hosted by Tyler Hafford and the team at Penobscot Financial Advisors, we explore how thoughtful planning can help you take control of your finances—so your money can support the life you're living today while building the future you've always imagined. To view our disclaimers and privacy policy: https://penobscotfa.com/disclosures-privacy/
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UK Top 20 Business Show for today’s entrepreneur. Hosted by UK Top 20 Female Founder, Stephanie Melodia, Strategy & Tragedy spotlights the most authentic & interesting founder stories - featuring the good, the bad, and the ugly of building a business. With the purpose to inspire and educate entrepreneurs, guests also include subject matter experts such as top business strategists, marketers, and investors to help arm founders with the knowledge to succeed in business.
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Pivot To Prosperity: Work Less… Make More! is a weekly podcast hosted by Ginny Bolling, SR/WA, presented by Pivotal Real Estate Investments (Pivotal REI). This show brings listeners inside the world of commercial real estate investing—with a twist: the focus is on building wealth, creating passive income, and uplifting communities through purpose-driven investments.
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Thoughts On Money [TOM]

Trevor Cummings

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THOUGHTS ON MONEY [TOM] is a podcast looking at simple truths on money. Everything from budgeting to investing to decision making. A great place to come for answers to your personal financial questions or to spark thought on how to improve your financial life.
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DO MORE WITH YOUR MONEY

T.J. van Gerven

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Do More With Your Money helps high-earning professionals take control of their finances and align money with meaning. Hosted by CFP® professional T.J. van Gerven, each episode explores practical strategies to optimize taxes, invest wisely, and gain long-term financial flexibility on the path to financial independence. Whether you're managing equity compensation, navigating major financial decisions, or simply want to make smarter money moves, this podcast offers real-life planning insights r ...
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Welcome to Passive With Property, the podcast that shows you how to turn smart property moves into lasting wealth. Hosted by Dragan Dimovski, Qualified Property Investment Adviser and seasoned buyer’s agent with over 20 years’ experience, this show cuts through the hype and headlines to deliver clarity, direction, and proven strategies that actually work in today’s Australian property market. You’ll hear tactical insights, suburb deep-dives, finance strategies, and candid conversations with ...
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SK Wealth Management - The Integrated Financial Approach, a disciplined, proactive and consistent approach to providing clarity and order to your finances. We cover topics that affect your financial life such as financial planning, investing, estate planning, taxes, divorce planning, etc.
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Exit Paradox

Anastasia Koroleva

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I'm Anastasia Koroleva, a 4x exited founder exploring life after selling a business with some of the most remarkable post-exit entrepreneurs in the world. Together, we rediscover purpose, redefine success, master investing, and build fulfilling lives and families. Having survived a 9-digit exit, I dedicated a decade to researching the deepest challenges faced by entrepreneurs after a business sale. This podcast is the platform to share my and other exited founders' hard-earned wisdom with th ...
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Welcome to TXOGA Talks, where energy meets insight! The purpose of this podcast is to provide you with a candid conversation about our energy needs, our energy security, and your energy future. Texas oil and natural gas have made our nation the world's energy leader, constantly innovating and investing to fuel the economy, protect the environment, and power the world. This industry is fast-paced, hi-tech, and essential to improving modern life, and we're here to talk about it!
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For L&D leaders and the teams they support, every minute matters. This show gives you everything you need in only 20 minutes. Upskilling? Got it. Increasing employee retention? You bet. Industry trends? Oh yeah. Showing the ROI of learning? We got you. One podcast, practical real-world examples, unlimited learning. Presented by the team at Go1.
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RE:INVEST

Garrett Gatton & Seth Ciminillo

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Are you ready to REclaim your time, relationships, and purpose? Welcome to the RE:Invest podcast where we dive deep into the power of REal estate investing where you will learn how to build wealth and maximize your life! Your hosts Seth and Garrett have experienced first hand the challenges in REI and immense benefits. They will drill down past the fluff into the mindsets, passions and strategies in order to climb the mountain of REI all for the purpose of making an impact on yourself, your ...
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What if success wasn’t about more hustle…but more margin? In this engaging conversation, Kenny Johnson and Chad Chocquette discuss their fast-tracked friendship, Chad's journey from working in Christian camps to becoming a successful entrepreneur in real estate, and the challenges and triumphs of balancing family life with business. They explore th…
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Send us a text Fed minutes weigh on December Fed rate cut chance. Traders lock gaze on September US jobs data. Yen extends losses as intervention seems less imminent. Wall Street cheers Nvidia’s earnings results. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capital. *T&Cs apply. Please consider o…
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Julee Gracey is a certified business coach, speaker, and author specializing in building confidence, overcoming self-doubt, and empowering entrepreneurs to unlock personal and financial freedom. Her background spans international modeling, TV hosting, and multimillion-dollar real estate deals, bringing an edge and authenticity to her work with high…
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Some retirees have more money than they ever imagined… and still feel guilty buying the $5 M&Ms. This episode is for the lifelong savers who nailed the retirement planning side—maxed out accounts, invested consistently, hit their “number”—but feel stuck when it’s time to actually spend. James and Ari share real client stories of multimillionaires w…
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In this ten things episode I talk investing. Investing, in general, is a lot easier than i think we make it out to be. Today, we focus on paper assets and I bring up ten key points about dealing with the stock market. Am I right? Let me know at [email protected]. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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In this episode of the Flourish Feed podcast, host Gillian engages with Deb Knupp, founder of the HX Collective, to explore the concept of human flourishing. They discuss the mission of the HX Collective, which aims to create a community where individuals can thrive personally and professionally. Deb shares her journey of loving people into lovelin…
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In this episode, Travis and Eric break down the viral news about Donald Trump’s floated idea of introducing 50-year mortgages. They unpack the financial realities, the math, the pros and cons, and why this proposed change sent shockwaves through social media—especially in the real estate world. From bank incentives to equity timelines to whether lo…
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The holidays are here, the calendar is shrinking, and your portfolio might need a little tender loving care before the clock strikes midnight. In this episode, Catherine and Rachel break down the smartest year-end moves to tighten up your finances now and set yourself up for a smoother, more strategic 2026. From rebalancing after a volatile (and su…
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The robotics industry is on the cusp of its own “GPT” moment, catalyzed by transformative research advances. Enter Memo, the first general-intelligence personal robot, focused on taking on your chores to give back your time. Sarah Guo sits down with Tony Zhao and Cheng Chi, co-founders of Sunday Robotics, to discuss the state of AI robotics. Tony a…
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Cameo Roberson has made it her mission to rescue advisors from operational chaos. In this episode of The Advisor Journey, Cameo—founder and managing partner of Atlas Park Consulting—shares how she helps growing advisory firms build infrastructure, clarity, and confidence as they evolve from practitioners to business owners. With over 20 years of ex…
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Joining us on this episode of Living Off Rentals is someone who turned a simple idea—renting out spare rooms—into a thriving real estate empire. Sam Wegert is the founder of Scale Your Co-Living Real Estate and leads the largest co-living mastermind in the world. He and his wife reached financial freedom by their early 20s and have since built a 2,…
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On this episode of Invested, Michael sits down with Henry Ward, the CEO and co-founder of Carta. Carta is trusted by more than 50,000 companies, over 8,500 investment funds and SPVs, and over 1.6 million equity holders to manage cap tables, compensation, valuations, liquidity, and more. The company has been included on the Forbes World’s Best Cloud…
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Send us a text Equities steadier after Wall Street bloodbath; all eyes on Nvidia. Gold on firmer footing but cryptos slide again. Dollar at one-week high ahead of Fed minutes. Pound slips marginally after CPI data, soaring Japanese yields pressure yen. Risk Warning: Our services involve a significant risk and can result in the loss of your invested…
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Today’s guest is Ben Zweig — economist, data scientist, founder of Revelio Labs, and NYU Stern professor specializing in the future of work. With a PhD in economics and a career spanning IBM’s Chief Analytics Office, hedge fund strategy, and groundbreaking research on labor markets and occupational mobility, Ben brings a rare blend of academic rigo…
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A cancer diagnosis changed everything. When Michael’s wife began chemo, time took on a new meaning. The long-term financial plan suddenly felt secondary to the years they still had together. That wake-up call led Michael, then 57, to retire a full decade earlier than planned, trading more income for more life. In this conversation with James, Micha…
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#255: Here are 100+ holiday gift ideas across tech, kitchen, home, clothing, fitness, kids, and games. I’ll also share tools and tactics to help you find deals and spend less this holiday season. For all the products, links, deals and more, check out the full 2025 Gift Guide here: https://chrishutchins.com/gifts Link to Full Show Notes: https://chr…
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Ready to make one day, day one? Launch and scale your business alongside an MBA with Oneday, where both Stephanie Melodia mentors: https://bit.ly/stephanie-melodia Selina Ho is a GTM strategist, founder of Re:Closeted, a conscious fashion consultancy, and host of the Confessions of a Conscious CEO podcast: https://open.spotify.com/show/08wqIjbkYUCb…
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If you've ever wondered how elite competitiveness transfers from the rugby pitch to the trading floor, this one's for you. Founder and CEO Timothy Furey of Tradeview Markets joins host Mark Griffin for a candid, founder-first conversation about channeling pressure into performance, building truly scalable businesses, and leading a team that loves t…
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What's behind McLaren Racing's remarkable rise to the top? Nicolai Tangen speaks with Zak Brown, CEO of McLaren Racing, about the incredible turnaround of one of F1's most historic teams. They explore how culture and transparency drive performance, why people matter more than equipment, and Zak's approach to building cohesion across 1,400 team memb…
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How can marketing principles help drive program adoption and build better learning cultures? In this episode, Julia sits down with Melissa Adeson, Learning and Development Manager at Spotlight Retail Group, to explore how L&D teams can apply marketing strategies to create more engaging, measurable, and human learning experiences. Melissa explains t…
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In this episode of Purpose Driven Capital, host Matt Johns sits down with Sean O’Dowd, Managing Partner of Scholastic Capital, to uncover the strategy behind building a private equity real estate portfolio focused on single family homes in elite Midwest school districts. Sean’s journey began at Boston Consulting Group before launching his own consu…
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What if you could build real wealth without grinding harder or giving up your life outside of work? In today’s episode of Pivot To Prosperity, Ginny Bolling is joined by Chad Ackerman to reveal how passive real estate investing helped him escape the W-2 world, replace his income, and reclaim his time without flipping houses or managing tenants. You…
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On this episode, Travis sits down with Sebastien Page, author of The Psychology of Leadership and Chief Investment Officer at T. Rowe Price. With over 20 years of experience managing $500 billion in assets, Sebastien brings deep insight into finance, leadership, and performance psychology. He combines academic research, practical investing experien…
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Send us a text Stocks’ sell-off continues, cryptos feel the brunt while gold also suffers. Dented December Fed rate cut expectations play a key role. Nvidia earnings and data releases could turn the tide around. Yen remains under pressure amidst stimulus talks. Risk Warning: Our services involve a significant risk and can result in the loss of your…
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Have you ever wondered how to intentionally shape your personal brand—without feeling fake or "salesy"? In this episode, I sit down with Lorraine K. Lee, LinkedIn Top Voice and author of Unforgettable Presence, to talk about what it really means to build a brand that reflects who you are, how you work, and what you stand for. We dig into why your b…
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What’s the real return on great design? In this episode, Garrett sits down with Marcy Sagel, Founder & Principal of MSA Interiors, a nationally recognized interior design firm specializing in multifamily, student housing, senior living, and affordable housing. With 30+ years of experience, Marcy breaks down why design isn’t just about looks—it's a …
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What really happens after your startup gets acquired? In the first episode of season 2's After the Exit series, Kt talks with Amelia Lin, cofounder and former CEO of Honeycomb, the AI-powered family photo platform acquired in 2024, and cofounder of VC Backed Moms, the global community for venture-backed founders navigating motherhood. Amelia shares…
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Send us a text Dollar edges up as delayed NFP and other US data set to start rolling in. Gold battered by waning Fed rate cut expectations. Jump in UK and Japanese yields also causes angst. But some relief for equities and cryptos from easing US tariffs. Risk Warning: Our services involve a significant risk and can result in the loss of your invest…
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In this episode, Travis Chappell is joined by his producer Eric. Together, they break down some of the wildest viral success clips on the internet—from astrology-based basketball theories to Grant Cardone proclaiming you “can’t live” on $400K a year—and explore the real lessons hiding underneath the noise. On this episode we talk about: Why absurd …
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Tanner Thompson has spent years as an organizer for pedestrian and bike infrastructure, public transportation, housing, and tree canopy in Norwalk. In this episode, host Jack Pavia dives deep with Tanner into his background and how he gained the confidence necessary to bring politicians, bureaucrats, and fellow advocates in, advocate for tangible g…
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On this week’s episode, Kent is joined by Matt Picheny. Matt shares his journey from actor and web developer to real estate investor, revealing how one condo purchase in New York City turned into a 15+ year career and a portfolio touching over 10,000 apartments. He and Kent unpack the surprising similarities between Broadway show syndications and m…
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Over the past five years, we've seen vast changes in interest rate and inflation levels globally, making it important for investors to understand what is driving market dynamics and the impact on portfolio execution and risk management. In this episode of Critical Thinking, Mercer’s UK Head of Investments Helen Hope is joined by US LDI Investments …
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No matter how you look at it, retirement ends up being a big leap of faith. In this episode I talk with financial planner Jeremy Keil about all things retirement. How do you know when the time is right and how to plan accordingly? His book is titled Retire Today. Learn more about your ad choices. Visit megaphone.fm/adchoices…
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What God-sized dream lives in your heart? In this episode, Olympic athlete Chaunté Lowe shares her journey of faith and resilience. So Good Moments: Chaunté’s journey from a young dreamer to an Olympic high-jumper How God’s Word helped Chaunté through her battle with breast cancer Why you should never follow someone else’s definition of success Cha…
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Show Notes Guest: Jasper Lee, PhD - Clinical Psychologist Episode Summary: In this episode, Jasper Lee discusses the psychological elements that impact the journey to financial independence (FI). He provides actionable insights on dealing with emotions and behaviors that influence financial decisions, emphasizing cognitive restructuring and behavio…
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Are we paying too much tax? "Yes", said all the people paying the vast majority of taxes in NZ. "No", said everyone else. Whether we think it's fair, or it's theft, Kiwi's ought to prepare now for a future where higher rates of taxation are inevitable. Book in a free 15-min phone call with Darcy Ungaro (financial adviser). Sign up to the fortnightl…
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Forget the race for the biggest Social Security check. The real question isn’t how high your benefit can go, it’s how well it fits your life, taxes, and long-term plan. In this episode, James breaks down how the timing of your claim shapes everything: portfolio resilience, tax efficiency, survivor benefits, and the freedom to retire when you want, …
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Nelson Repenning and Don Kieffer are longtime collaborators and professors at the MIT Sloan School of Management. With nearly 30 years of combined research, leadership experience, and hands-on work inside major organizations, they specialize in fixing broken systems, developing leaders, and helping teams operate at peak performance. They are co-aut…
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Shawn Tydlaska built the kind of firm most advisors dream about—steady referrals, a growing team, and over $1 million in annual revenue. But behind the milestones was a different story. In this episode of The Advisor Journey, Shawn sits down with Dasarte to talk about what happens after you hit every goal and still feel stuck. He opens up about bur…
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In this episode, Travis and producer Eric break down the modern “buy back your time” culture—everything from viral clips glamorizing $400/month haircuts to outsourcing every basic task. Eric brings his media and production perspective, while Travis adds years of entrepreneurial insight, creating a practical, funny, and eye-opening look at what actu…
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In today's episode, Warren Ingram and Pieter de Villiers speak about the complexities of long-term relationships, particularly focusing on communication and decision-making between couples. It highlights how differing perspectives can emerge even after many years of marriage, leading to challenges in navigating shared life choices. Takeaways Long-t…
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Amanda breaks down the top 5 mistakes she sees investors make — over and over again — and how to avoid them. From chasing the “hotspot” hype, to buying with emotion, to ignoring cashflow and structure… these are the slip-ups that separate average investors from the ones who build real, lasting wealth. If you’re thinking about investing, or already …
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This week's blogpost - https://bahnsen.co/47EvNQc Navigating Long-Term Care: Get It or Forget It? In this episode of the Thoughts and Money Podcast, hosts Trevor Cummings and Blaine Carver dive into the complexities of long-term care insurance. They discuss the increasing relevance of long-term care conversations among younger clients, especially t…
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On this episode, Travis reacts to an old video of his 26-year-old self giving advice to young people in their late teens and early 20s. Eric—Travis’ producer—plays the video for him, and together they break down what young Travis got right, what he’d revise today, and why early career decisions matter more than most people realize. On this episode …
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Send us a text Japan and the UK to publish CPI data, but not the US. US October jobs and inflation reports may never get released. New release schedule likely; FOMC minutes eyed in meantime. Flash PMIs to be watched amid renewed economic worries. Risk Warning: Our services involve a significant risk and can result in the loss of your invested capit…
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Send us a text US stocks sell off, led by the Nasdaq 100 index and discretionary shares. Cryptos under severe pressure, Bitcoin drops below the key $100k level. Hawkish Fedspeak and dented Fed cut expectations among the drivers. Dollar/yen stabilizes as pound suffers from political instability. Risk Warning: Our services involve a significant risk …
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