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Smart Money Management Podcasts

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This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for edu ...
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Optimal Finance Daily, hosted by Diania Merriam, the innovative mind behind the personal finance conference EconoMe, takes you on an enlightening journey through the world of personal finance. Each episode brings to life the most compelling and practical advice from leading financial bloggers and experts. Diania’s engaging narration and insightful commentary transform complex financial concepts into relatable, actionable insights. Whether it’s budgeting, investing, debt management, or money ...
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Financially Speaking – Your Guide to Financial Freedom Join Greg and Rachel as we navigate the world of personal finance, investing, and wealth-building—one real conversation at a time. We’re on a mission to achieve financial freedom, and we’re bringing you along for the journey. From real estate and side hustles to smart money habits and the mindset shifts that make all the difference, we break down practical strategies to help you take control of your finances and build the life you want. ...
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She's On The Money

Victoria Devine

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Australia’s #1 finance podcast. Ready to take control of your money without the stress (or boring lectures)? This is the show for you. Hosted by award-winning financial expert and your ultimate money hype girl, Victoria Devine, SOTM makes personal finance relatable, empowering, and —yes—actually fun. Join a community of 400,000+ smashing their financial goals, from buying their first property to learning to invest, levelling up their careers, or tackling budgeting, saving and debt— all witho ...
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Money with Monika

Mint - HT Smartcast

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Money with Monika is a weekly personal finance show that answers your queries on all investment matters. Monika Halan, Consulting Editor of Mint and author of Let’s Talk Money, takes you through the various avenues of savings open to you - deposits, stocks, bonds, mutual funds, insurance and pension funds. This is a Mint production, brought to you by HT Smartcast.
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If your family makes good money, but it just doesn’t feel like it, Debt Free Momentum for High Achievers is for you! In fact, 8 million people earning over 6-figures are living paycheck-to-paycheck and it’s time we changed that for you. This podcast is for you if are asking... > How to stop overspending > How high earners can get out of debt > How to do budgeting for high income earners Hi! I’m Shanalei, a budgeting coach who specializes in strategic money methods to break free from debt and ...
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How to Money

iHeartPodcasts

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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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The Mind Money Spectrum Podcast

Aaron Agte and Trishul Patel

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Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for ...
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Project: Improve Me — One Fix at a Time is the podcast for thoughtful midlife women ready to clean up the messes life left behind — one digital file, one dollar decision, one untold story at a time. Hosted by Kari Lee, a remote-working grandma, accountant, and digital creator, this honest midlife series explores how to simplify your digital life, get smart with money, and preserve what really matters. No fluff. No perfection. Just a fresh start — one fix at a time. 👉 Learn more and access fr ...
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Building wealth seems harder than it actually is. This podcast is designed to be a roadmap, cutting through the clutter, to teach you about important topics that show you how invest in yourself and save money the right way. We will also be your life coach through important financial and educational topics, teaching you what is important and how to navigate each topic.
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On the House: The household management science insights podcast, is a podcast from LMSL all about helping you or a friend – talking about anyone really- with no skill to develop their skills and confidence to build a healthy home lifestyle! We talk about the freedom of living alone, how not to poison yourself. We even talk about laundry! Each topic addresses an element from the comprehensive framework of several domains and elements created by the Center for Household Management Science.
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Pat Flynn from The Smart Passive Income Blog reveals all of his online business and blogging strategies, income sources and killer marketing tips and tricks so you can be ahead of the curve with your online business or blog. Discover how you can create multiple passive income streams that work for you so that you can have the time and freedom to do what you love, whether it's traveling the world, or just living comfortably at home. Since 2008, he's been supporting his family with his many on ...
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Money Reset: A Woman's Journey to Financial Freedom with The Budget Babe Join The Budget Babe, a busy educator on a mission to build wealth and retire earlier, as she navigates the road to financial freedom. With no fancy financial degrees—just real-life experience—this podcast is all about reshaping your life and making smart financial decisions now. It’s time to stop mindless spending and start investing in your future. In each episode, Money Reset dives into practical tips for managing mo ...
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If/Then

Stanford GSB

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How do we lead with purpose, make better decisions, and navigate an uncertain future? On If/Then, Stanford GSB faculty break down cutting-edge research on leadership, strategy, and more, exploring enduring questions and the forces reshaping business and society today, from AI to geopolitics. Hosted by senior editor Kevin Cool.
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A podcast show for parents who want their children to grow up financially smart or free. Eric Yard is the host and he's here to talk about old, present and future ways of managing and creating money for the young to learn so that parents can teach it to them.This can be instilled into to our children at a young age and carried with them until is time to leave the nest. Some of the topics like how to teach kids to use credit cards responsibly, how to teach your child about investing, ways to ...
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Your Money. Your Mission.

Johnson Financial Group

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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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The Money Puzzle

The Australian

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Unlock your wealth potential with The Money Puzzle. Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets. Get tips from leading experts and practical tools to help build lasting wealth. Submit your questions at [email protected].
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WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell

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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Welcome to Financially Fluent with Ray Godleski from Southeast Wealth Partners, LLC. Whether you're already retired or planning for the future, navigating financial advice can be overwhelming. This podcast cuts through the noise, bringing real insights from experts who specialize in every aspect of a successful financial plan—including how to adapt when things don’t go as expected. Join us as Ray Godleski answers audience questions and shares actionable strategies—not just empty clichés.
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Tune in to the Real Estate Investor Podcast for best in class investing practices from real estate experts! Your host, Gary Lipsky, has more than 30 years of operations and management experience and over 20 years in real estate investing worth over $1/4 Billion. He talks to leading experts to discuss a wide range of subjects to educate investors on how to build legacy wealth and positively impact communities.
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The Policy Project

Mint - HT Smartcast

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Policybazaar UAE invites you to be part of ‘The Policy Project’, a captivating podcast series that explores the influence of finance and insurance on our day-to-day lives. Our mission is to provide our listeners with the information they need to make educated decisions and remain abreast of the ever-evolving banking and insurance market. Whether you’re a student, a working professional, or someone who’s simply intrigued by the industry, there’s something here for everyone. Tune in to join ou ...
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Ahoy there, wealth seekers! I'm your captain on this thrilling voyage through the uncharted waters of wealth creation, personal finance mastery, and transformative investing – Derek, host of "Wealth Whisper." Forget confusing charts and dry financial lingo; this podcast is your treasure map to a future overflowing with gold. Each episode is a treasure chest brimming with: Budgeting booty: Uncover hidden treasure in your daily expenses and unleash the power of strategic saving. Wealth-buildin ...
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The FAM Podcast: Balancing Wealth and Wellness. Welcome to Finance and mental health podcast also known as "The FAM Podcast", where financial wisdom meets mental wellness! Join host Braimoh Umoru as he delves into the intricate world of personal finance, guiding you on a journey to financial freedom and well-being. In each episode, we unravel the secrets of smart money management, discuss practical tips for living a debt-free life, and explore wealth creation strategies that empower you to a ...
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This season of Elevated is all about answering the question "What do Kitchen & Bath Design Businesses do with AI?" We'll cover improving your profitability and sanity using AI, automation, systems, and workflows. It's time to harness the power of technology to work for you and your business. In each bite-sized, weekly 5-minute episode, we'll explore how AI can help you earn more on every project, create economies of scale, add more value to your client projects, and make more money in custom ...
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Financially Free Physicians

Sim Terwilliger, CFP®, CSLP®

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Join host Sim Terwilliger, CFP®, CSLP®, on a transformative journey for physicians ready to take charge of their financial futures—no prescription needed! Each episode tackles the unique challenges and opportunities of a medical career, offering actionable strategies to boost your financial well-being, all while being mindful of student loans (which can feel like a bad case of indigestion). From navigating student loans to making smart investments, we explore everything from PSLF to practice ...
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Find Your Balance

US Eagle Federal Credit Union

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Find Your Balance is a podcast about making smart money moves, hosted by US Eagle Federal Credit Union. We cover all topics that can contribute to better financial wellbeing.
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Transform your family’s finances with the Beyond Budgets® podcast. Host Deb Meyer, CFP®, award-winning author of Redefining Family Wealth and mom of 3, empowers parents to save diligently, invest wisely, and contribute generously. We delve beyond budgeting tools into values-based financial planning, marriage and money, college saving plans, investment strategies, tax-saving secrets, insurance essentials, and more. Tune in biweekly on Thursdays for solo episodes and enlightening expert interv ...
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Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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4-Minute Money Ideas

Douglas Goldstein | CFP® | Profile Investment Services

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Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profil ...
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Wickedly Smart Women

Anjel B Hartwell & The Creative Age Consulting Group

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14X Award Winning show featuring the world’s most impressive emerging and established Wickedly Smart Women, this is the show where we interview women who have left high power corporate jobs or exited their companies because they felt a stronger calling. We love to share the journey of transformation and elevate, celebrate & spotlight the Wickedly Smart Women who are making a massive difference in the world! Listeners who are Wickedly Smart Women "in the making" tune IN to be well fed with dy ...
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The Action Catalyst

Southwestern Family of Podcasts

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The Action Catalyst interviews top leaders and achievers, sharing hard-earned tips and advice to help you uncover your inspiration and gain valuable insights to overcome setbacks, defeat mediocrity, and reach your goals in life, business, and beyond. Southwestern/Great American, Inc., dba Southwestern Family of Companies, for itself and its related entities and their assigns, reserves and retains all rights to their copyrighted materials and trademarks contained in this podcast.
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A Wiser Retirement®

Wiser Wealth Management

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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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Leading ADHD experts give real-life answers to questions submitted by ADD adults and parents raising children with attention deficit disorder across a range of topics covering symptoms, school, work, and family life. Download the accompanying slide presentations here: additudemag.com/adhd-expert-webinars-index (look for the episode number). Note on audio quality: This podcast is a recording of a webinar series, and the audio has been captured from conversations recorded via a computer or tel ...
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Beyond The Mirror

Adrienne Varga and Jodie Fielden

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Welcome to "Beyond the Mirror," your go-to podcast for business insights in the hair, skin, beauty, and wellness industry. Hosted by Adrienne Varga and Jodie Fielden, we're your guides on a deep dive into these dynamic sectors. Discover industry secrets, actionable strategies, and inspiring success stories that drive business growth. From essential business tips and effective marketing hacks to crafting exceptional client experiences and staying updated on industry trends, we leave no topic ...
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Here Comes The Money

SmartMoney Wealth Management

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We all want to be smarter with our money, but with all the noise and abundance of mixed information out there most people often become overwhelmed with where to start. As a result, most people choose to do… nothing! In this podcast, Peter and Hovig, share practical, no-BS tips and strategies to help you make smart decisions about your personal finance and investing in Australia. Each week we will explore current topics, answer our listeners questions, and guide you through how to confidently ...
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The CFO Edge

The CFO Edge

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🚀 Welcome to The CFO Edge, the podcast for founders and business owners who want to master their finances and scale with confidence! Hosted by Carol Baghdadi, a seasoned CPA and fractional CFO, we break down complex financial concepts into actionable strategies you can use right away. Learn how to optimize cash flow, raise capital, and make smarter financial decisions, without the overwhelm. 🎧 Subscribe now to gain the financial clarity you need to grow and sustain a thriving business. Let’s ...
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Multiple Perspectives helps you unlock the potential of fractional real estate investing and alternative assets to enhance your financial strategy. With expert guests from the worlds of commercial real estate (CRE), self-directed investing, and personal finance, this podcast dives into how private-market assets can diversify your portfolio, generate passive income, and provide stability beyond traditional investments - empowering you to take control of your financial future.
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Feminist Wellness

Béa Victoria Albina

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The Feminist Wellness podcast offers empowering holistic medicine, psychology and life coaching advice for smart women who believe they can live powerful, fulfilling lives with more self-worth, self-love, and true self-care. Equal parts nervous system science and witchy woo, Béa Victoria brings it all together to help you see how your socialization, conditioning, and family blueprint are keeping you feeling stuck in life. If you’re ready to shake the codependent, perfectionist, and people-pl ...
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Retirement Results

Active Wealth Management

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Welcome to Retirement Results! Each week, Ford Stokes and his team of fiduciary advisors help educate pre-retirees, retirees and business owners on ways to better protect and grow their hard-earned money. With $36 trillion in national debt and counting, many economists believe that taxes are likely to increase in the future, affecting retirees for decades to come. Ford and his team will help you build a smart plan that is TAX-efficient, FEE-efficient and MARKET-efficient. Listen to the show ...
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The Advanced Selling Podcast

Bill Caskey and Bryan Neale: B2B Sales Trainers

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Bill Caskey and Bryan Neale deliver practical, no-nonsense sales training through their signature blend of humor, real-world insights, and actionable frameworks. Each episode tackles the challenges you face daily: prospecting, overcoming buyer resistance, pricing strategies, cold calling, deal coaching, and building long-term client relationships. Whether you're a sales professional, manager, or leader, you'll discover how to shift your mindset, leverage your natural talents, and create sust ...
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Dinis Guarda Youtube Podcast Series - Powered by citiesabc and openbusinesscouncil is a fast growing Thought leadership channel focused on profiling global leading inspiring people, leaders, CEOs, authors, technologists, academics. We highlight the ideas, products, inventions, software, books & solutions to the multiple challenges / opportunities we face in our cities / nations with the advent of Society 5.0 digital transformation 4IR AI Blockchain Fintech IoT disruptive tech Dinis Guarda is ...
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This $3B Money Management Firm Shares Timeless Lessons & Takes A Holistic Approach To Investing Guest Daria Victorov – Financial Advisor and Partner at Abacus Wealth Partners with approximately $3B in AUM Website: https://abacuswealth.com/ Bio Daria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she rel…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money’s Two Cents, Matt, Cody, and Rabih discuss the key takeaways from the Jackson Hole Symposium, including Jerome Powell’s latest comments on the economy. They also explore how younger generations are redefining fin…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3256: J. Money examines the high costs and hidden traps of both payday loans and credit card cash advances, weighing which is the lesser of two financial evils. While both options carry steep f…
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Ready to take your budgeting and debt-free journey to the next level, without the stress and sacrifice? In this episode of Bite-Sized Budgeting, Shanalei shares strategy shortcuts designed for busy professionals who want to build real financial momentum without micromanaging every dollar. Learn how small shifts in payment habits, smart automation, …
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Roger Montgomery is the founder of Montgomery Investment Management. While he is into adventure sports, when it comes to investing he's acutely focused on managing risk. From working at a fish and chip shop to managing $1.5bn in funds, he offers his advice on wealth creation for those in their 30s, 40s, 50s, and 60s. In this bonus episode of The Mo…
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Every money story has a sliding door moment... the decision that could go either way. Stay safe, or risk it all. This week’s Money Diarist chose the second option: she sold her house, walked away from job security, and packed up the family for a sea change with no plan and no savings. Everyone (including her parents) thought it was risky. And hones…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3267: Jacob Lund Fisker explores the challenges of pursuing an unconventional lifestyle when family and friends follow more traditional financial and career paths. He highlights the tension bet…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3266: Chalene Johnson shares ten practical food habits that help highly fit people maintain long-term health and energy without strict diets or deprivation. Her approach highlights mindful eati…
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Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week. On this episode of Dentist Money’s Two Cents, Matt, Will, and Rabih explore how political pressures may be shaping interest rate decisions. They also discuss Cracker Barrel's logo redesign and how it triggered a decline in its stock price—showin…
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Looking to save more and spend smarter? This episode is packed with practical, expert-backed tips - from insider grocery hacks and avoiding hidden fees to smarter banking strategies. Learn how simple shifts, like opening a second bank account or using preloaded credit cards, can help you take control of your money and reach your financial goals fas…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3265: Chris highlights how patience can serve as a powerful form of “passive income,” saving you money simply by waiting. From smartphones and movies to books and credit card debt, he shows how…
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This week on Retirement Results, Ford and Sam unpack four common habits that can quietly derail your retirement dreams — and what you can do to avoid them. From overspending to under-planning, the wrong moves today can cost you big in the future. They also break down why private pensions (sometimes called personal pensions or FIAs) can be the Swiss…
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Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also today, the high cost of REAL health insurance is driving a surge in low cost health “coverage” being pitched to both individuals and small businesses - plans that are either bad, or worse, total scams. Clark Stinks: Segments 1 & 2 Bo…
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In this early Labor Day release, Bill and Bryan dive into expert frameworks—essential tools for positioning yourself as a knowledgeable sales professional in today's market. Bill breaks down the critical video framework every salesperson needs. Learn the three-part video structure that actually gets attention: the hook that stops the scroll in the …
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Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out there, but we boil them down to specific takeaways that will allow you to kick off the weekend informed and help you to get ahead with your money. In this episode we explain some relevant and help…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3264: Darrow Kirkpatrick examines the true costs and emotional implications of owning a vacation home, revealing how the dream of a getaway can quickly become a financial and lifestyle burden. …
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#887 Hustle culture was wrong. Entrepreneurship is not about growth at all costs, and it's not about sacrificing your health for the sake of success. In fact, you'll never build a sustainable business if you're always running on fumes! In this episode, my good friend Chris Ducker returns to the show to share a powerful reminder on the dangers of bu…
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Send Us A Message! Let us know what you think. Will New Zealand’s economy really outperform Australia over the next few years? And what does this mean for property investors and first-home buyers? In this episode, Paul from Property Apprentice breaks down: Why Westpac expects NZ to outpace Australia economically How OCR cuts and affordability impro…
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Think you need more to feel secure? Think again. The real financial win isn’t a bigger portfolio—it’s knowing when you’ve got enough. Discover how to ditch comparison, stop moving the goalpost, and build a plan that lets you live well and sleep better. It’s time to take back control of your money and your mindset.…
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Calling a piece of history your home offers charm and allure, but it certainly has its challenges. In this episode of On the House: The Household Management Science Insights Podcast, host Marie Stella interviews architecture educator Dr. Sing d’Arcy on what it takes to maintain a historic home. Currently based at the University of New South Wales i…
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So… what is the magic number you should have when it comes to savings? Is it a neat percentage, a chunky dollar figure, or three months of bills sitting pretty in your account? This week we’re spilling the tea on how to work out your number, so you can stop guessing and start saving with a plan that actually makes sense for your life. Then we chat …
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Investment scams empowered by AI are going to get worse in the years ahead - and no amount of regulation is going to stop 'bad actors' inside finance. Self-defence in the form of financial literacy is the answer: investors need it, kids in school need it, but the government has put the issue on the back burner. It’s time for a change. Tracey West, …
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3263: Luke Smith explores how poor financial habits and money stress can undermine work performance, leading to reduced productivity, strained workplace relationships, and even burnout. He offe…
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#341: If you've ever found yourself constantly scanning other people's faces for approval, shapeshifting to keep the peace, or feeling completely disconnected from what you actually want, this episode is for you. You might call this people-pleasing or being too sensitive, but something much more profound is going on here: you’re living with emotion…
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What does it take to achieve gender parity at the executive level in one of the world’s most male-dominated industries? In this episode of Wickedly Smart Women, host Anjel B. Hartwell welcomes Dianna Fioravanti-Ashikwe, the first female president of Kuehne + Nagel Canada, to explore her journey of resilience, authenticity, and transformational lead…
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Kathleen Nadeau, Ph.D., and Bruce Hughes, M.A., will guide you through a proven process for discovering your ideal work environment that best fits your interests, strengths, and executive functioning needs. You'll also learn how to avoid workplace mismatches. Jobs for Creative People with ADHD: Additional Resources Free Download: What to Ask Yourse…
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On this episode of The Dentist Money Show, Dr. Tony Schicktanz joins Matt to talk about his early years in dentistry—sharing candid stories of financial missteps, mounting debt, and the stress that comes with both. From tracking every dollar to negotiating stronger contracts, Tony shares tips to help new dentists avoid costly mistakes. Whether you’…
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Clark discusses why having a portion of your retirement funds in overseas investments is highly recommended. Also - Why Clark’s recent advice on shopping airfares just changed. Investing Worldwide: Segment 1 Ask Clark: Segment 2 Airfare Update: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Why Investing Abroad Could Pay Off Best Online Bank…
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In this episode, Bryan Neale and Marcus Chan dive into the sales “red zone”—the late stage of the sales cycle where too many deals stall or fall apart. They explore how sales teams can avoid costly mistakes by addressing pricing, multi-threaded stakeholder engagement, and risk management early in the process. Marcus introduces his ADVANCE Framework…
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Some families have lived on the same plot of land for generations… what’s more Americana than passing down the family farm to the next generation?! But the US also has a history of moving towards opportunity – the settling of the west and the gold rush in California, returning veterans moved at higher rates in the aftermath of WW2, and then more re…
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In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa tackle the distraction and anxiety caused by sensational financial headlines. From tariff disputes to market drops, the media thrives on fear and urgency, often prompting investors to make emotional, short-term decisions th…
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#886 What if I told you that someone sharing vocabulary tips gets millions of email opens per month and makes seven figures? How about if I said someone's keto recipes for bodybuilders newsletter just earned them a new house in Malibu? Listen in on this session because a quiet email revolution is happening under the radar. Let's pull back the curta…
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This week on If/Then, we’re sharing an episode of View From The Top: The Podcast, an audio series featuring leaders from around the world in conversation with MBA students. Recorded live at the CEMEX Auditorium at Stanford Graduate School of Business, episodes feature insights on effective leadership, the values that guide it, and lessons learned a…
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Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3262: Jillian Beirne Davi reveals how five simple but consistent daily habits transformed her from $30,000 in debt to a confident saver in just 18 months. By shifting her mindset, committing to…
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Send us a text Thinking of starting a salon or already running one but feeling stuck? In this episode, Jodie and Adri share the 5 biggest lessons they wish they had known before starting their salon business. You’ll learn how to: ✅ Separate your profit from your wage (and why it matters) ✅ Shift your mindset for real growth ✅ Find the right people …
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The Federal government is pushing big super funds into the housing market: That market is currently dominated by 'mum and dad' investors - Would big funds do better? Overseas experience of major institutional ownership of housing shows that rents rise when big funds buy into housing because they need a higher running yield. In turn, traditional buy…
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Ever wondered how people actually know when it’s time to quit, pivot, or back themselves in a huge career move? Well Michelle Battersby's career was made on those moves. She ditched her safe banking job to launch unkown dating app Bumble in Australia, co-founded her own tech company Sunroom (and sold it while pregnant), and even walked away from an…
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In this episode of Your Money, Your Mission., host Kelly Mould interviews Jill Haupt, a retiree and former head of private banking at Johnson Financial Group. Jill shares her experiences and insights on planning for a comfortable retirement, including the importance of starting early, maximizing employer-offered retirement plans and considering hea…
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A retired couple’s home renovation plans nearly triggered a massive, hidden cost that no one wants to pay: the Income-Related Monthly Adjustment Amount (IRMA). Fiduciary financial advisor Wes Moss breaks down how a simple plan to pay for a renovation could have led to thousands of dollars in extra Medicare premiums and what you can do to avoid a si…
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