A look at issues affecting the bank and insurance securities community
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Wealth Insurance Podcasts
A podcast where aspiring financial planners talk to veteran financial planners about how and what they're learning about wealth, and how everyday people can improve their own financial journey.
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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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Are you curious about owning physical gold, silver, and other precious metals? America's Gold Authority® Podcast, presented by U.S. Money Reserve, provides information and insights into these tangible assets, exploring their role in preserving wealth and navigating market fluctuations. The experts at U.S. Money Reserve identify and break down key factors influencing gold and precious metal pricing, portfolio strategies, and how to securely acquire and store physical metals. Learn how gold an ...
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Every week Jeff Vogan comments on the state of the market and economy as well as gives advice on retirement planning and wealth management.
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Infinite Banking. Real Estate Lending. Covered Call Income ETFs. Bitcoin. Multiple passive income streams. Entrepreneurship. These are just a few of the things we as Millennial Wealth Creators focus on to accelerate the wealth-building process.
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What if wealth wasn’t just about what you have—but how you live? Hosted by Dustin Serviss—entrepreneur, author, and lifestyle design specialist—The Picture of Wealth is a curated lab of ideas, conversations, and experiments exploring the intersection of money, performance, longevity, and lifestyle design. This isn’t another financial podcast obsessed with spreadsheets and stock picks. It’s for high-performing business owners, professionals, and families who want to optimize their life’s work ...
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Hosted by Brian Harte and Adam Eltarhoni. We will be discussing everything from investing your money in real estate, stocks, crypto, art, comics, NFTs, sporting cards, and anything else that can generate a return on your capital. We will have special guests who are considered the best in their industry. Let’s talk money.
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Retirement and Your Money: Dollars and Sense Radio is the perfect podcast for retirees or those planning to retire and want to learn more about how to manage their money for retirement. Hosted by financial expert Doug Horne, this show provides helpful insights, tips and strategies to ensure your retirement years are financially secure. Retiring is a milestone that many look forward to, but it's important to plan and prepare for the transition. Taking the time to understand your financial sit ...
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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The Ramsey Show believes you can build wealth and take control of your life—no matter what stupid mistakes you've made with money. Join as Dave Ramsey and his team of experts answer your questions on the top problems holding you back. Listen now or ask your question live by calling 888.825.5225 weekdays from 2–5 p.m. ET. Learn more at www.ramseysolutions.com
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You've created a powerful financial asset with the Perpetual Wealth Strategy and have a sound financial team behind you. Now what? CEO Patrick Donohoe dives deep into the foundational benefits, best practices, and elevated utilizations you should be exploring as you seek to maximize your strategy's value. Get actionable insights from tenured Wealth Strategists, and hear powerful success stories from fellow clients embarking on the same financial path. Whether you're an active client or simpl ...
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Hosted by Jose Tejada, Hispanic Wealth Matters explores the Finance, investment, Hispanic Literacy and Estate planning through engaging with today's experts. Learn more at https://missionmatters.com/author/jose-tejada/
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Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring i ...
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Bryan M. Kuderna, author of "What Should I Do With My Money?" and founder of Kuderna Financial Team, discusses wealth in its original meaning-- a state of well being.
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The Total Wealth Academy radio show is about much more than just using real estate to make more money. Real wealth includes all the parts of a balanced life: fitness, family, romance, charity, fun, travel, and, of course, money. Host Steve Davis started with bad credit and no money and ended up invested in over 4000 single-family and apartment units. He did this while maintaining above-average fitness, a 33-year marriage, raising two outstanding children, and simply living life to the fulles ...
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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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Are you looking to grow your wealth, achieve financial freedom, and spend lavishly on what brings you joy? Join Meagan McGuire, CFP®, ChFC®, CSLP®, Partner & Co-Founder of SLP Wealth, a fiduciary financial planning and coaching firm dedicated to helping everyday people take control of their financial future. We've helped clients manage student loan debt totaling over $4 billion and saving them a projected $569 million. Everyone should have access to the tools needed for long-term financial s ...
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The Insurance Pro Blog Podcast releases new episodes each week that support professional life insurance agents and financial planners who seek to better understand how cash value life insurance, in particular, might work for the benefit of their clients.
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Welcome to The Rich Auntie Podcast, your ultimate guide to wealth-building, entrepreneurship, and the finer things in life. Join us as we explore the strategies and stories behind financial success, dive into the world of business building, and discover the best in travel and lifestyle. Whether you’re looking to grow your wealth, start your own venture, or simply enjoy the journey, The Rich Auntie Podcast offers insights, tips, and inspiration to help you live your richest life. Tune in and ...
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With a special emphasis on finances we talk about things that create wealth in your life. It's like a dinner table conversation once a week.
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Welcome to Getting Past the Premium, hosted by Elliot Bassett and Ryan Brott! What's different about our podcast? We focus on breaking down problems that advisors face in the risk management industry and talk about solutions that bring value to clients. The industry is changing and clients are expecting more than just shopping their insurance for a cheaper price. Let's get past the premium and talk about truly meaningful solutions!
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The Money Variable Podcast takes a fresh, real-world approach to money—diving into how finances shape every part of our personal lives and businesses. From financial trauma, to real estate investing, business growth, life insurance, wealth-building, day trading, and much more. We uncover the financial truths most people never talk about—but everyone needs to know.
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The Wilmington Trust Get Educated in Minutes podcast series is designed to help you prepare for life’s major financial milestones. Tune in for expert insights on wealth management, estate planning, and retirement strategies—all in just minutes.
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When you're ready to retire, there are decisions to make that will impact the rest of your life. Father and son team, Bob and Cole Falter and the Reliable Wealth Financial Group share retirement income strategies and tips for navigating your retirement journey.
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Your wealth plan shouldn't sit still. Neither do we. That's why our advisors have access to an in-house team for all things wealth management. Because when advisors have access to a more collaborative approach, you get access to more sophisticated solutions.
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Your go-to podcast for uncovering the dirty secrets behind Wall Street and how to take back control of your wealth. The Wall Street mindset separates both families & business owners from their money while the elite and unknown get to use it for their advantage. The secret to achieving this is having your money work for you, not someone else, when wealth building. You can get there through earning passive income. When you have more passive income than you do expenses, you have achieved financ ...
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The reality is, if you just learn about wealth strategies but your life and relationships aren't well and you're not feeling fulfilled then no amount of money will matter. The Better Wealth podcast is based on principles of educating people today about their number one asset which is themselves, and maximizing finances, relationships and health to experience true wealth.
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You can afford anything, but not everything. We make daily decisions about how to spend money, time, energy, focus and attention – and ultimately, our life. How do we make smarter decisions? How do we think from first principles? On the surface, Afford Anything seems like a podcast about money and investing. But under the hood, this is a show about how to think critically, recognize our behavioral blind spots, and make smarter choices. We’re into the psychology of money, and we love metacogn ...
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Welcome to Multifamily AP360, the show where we discuss 360-degree views on Mindset, Passive, and Active Multifamily Investment. If you're looking for tips & strategies, or just want to learn from the experiences of others, both good and bad, then listen on. This is Multifamily AP 360, with your host, Rama Krishna Chunchu. Also, I request you to share it with those who might benefit and leave a rating and review.
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Don’t Retire… Graduate! is the podcast that invites you to rethink what retirement really means. Hosted by Certified Financial Planner Practitioner Eric Brotman, we’re here to guide you in transforming the traditional concept of retirement into an exciting and enriching graduation—a time to embark on new adventures, embrace lifelong passions, and define what success and happiness look like in this new chapter of life. Retirement isn’t just about stepping away from a career; it’s about steppi ...
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In the last 20 years, I have lived a life like many, by accident, going to work, go home get paid than the next day starting all over again, living on a proverbial hamster wheel. I can tell you though through coaching and mentorship, I learned that living a life on purpose is less stressful and ensures I am happy more days than not. My goal is to introduce you to guests, ideas, and thoughts that can help you learn that you to can “LIVE YOUR LIFE ON PURPOSE, NOT BY ACCIDENT”.
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanag ...
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Have you ever wished for guidance in effectively growing your business and managing your finances? "Women of Wealth," hosted by Allie Ramo and Hawley Woods serves as your roadmap to success in the world of finance for female entrepreneurs. This podcast will take you on an empowering journey, revealing the keys to seize control of your financial destiny. Allie's journey, from Hawley's assistant to a thriving health coaching entrepreneur, symbolizes the mission: inspiring young women to invest ...
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Join America's Father & Son Retirement Wealth Team, Jerry and Nick Royer, as they co-host the On The Money with Jerry & Nick Royer Podcast which is your one stop show for financial tips and ideas you can use to help get you to and through retirement with more confidence and clarity. Jerry and Nick are TV personalities on CBS, NBC, and ABC news affiliates. They are also keynote speakers, authors, radio show hosts, and consumer advocates. Their nationally syndicated radio show airs on numerous ...
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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Please take a moment to see if this resonates with you. For 20+ years, I put mine and my client's money into mutual funds. The risk and uncertainty were a constant stress. In 2002, then again in 2008, markets lost about half their value. Were you or someone you know stressed out and frustrated? I was! More than a decade ago, I committed to find a more certain, predictable, and safe way to build wealth before another drop happened again. I found it in the risk management part of my business. ...
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On Wealth Warehouse, we challenge you to transform your financial future through the principles of the most profitable business in the world: banking. We believe everybody should be involved in 2 businesses: the business that you're in, and the banking business. Every day people can replicate what bankers have been doing for centuries to leverage capital and build wealth through private lending. Join us as we uncover the truths about money, expose lies and myths, and flip conventional financ ...
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The Master Your Millions podcast is about understanding and deploying money to YOUR best advantage. Whether that is through investing in real estate, being your banker, using creative wealth management tools, or other alternative investments. These are all secondary to being a master of money. Join Dr. Jason Henderson and Scott Henderson, a father and son team, who are passionate about teaching how to pass that mastery on to future generations. Listen in as we interview various experts that ...
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Are you a financial advisor looking to stand out as an influential leader and attract the clients you truly want to serve? You’re in the right place. The Influential Advisor Podcast, hosted by The McManus Brothers—Paul G. McManus and Gabe McManus, explores the art and strategy of authoritative positioning for elite advisors who want to rise above the noise. Each episode delivers actionable insights on how to amplify your expertise, elevate your visibility, and position yourself as the go-to ...
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Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
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Owning every choice in your business is not for the faint of heart. Each Monday, join Michele Williams, strategic profitability coach for the interior design industry as she interviews guests who are taking control of their business one decision at a time to increase their profits. If you are an entrepreneur who wants to make money while working in your passion, this is the podcast for you.
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Each episode is packed with concise tips, strategies, research, methodologies, case studies, and ideas to help you safely and effectively grow your wealth. Stuart Wemyss, a qualified financial advisor, accountant, tax agent, and licensed mortgage broker, delivers holistic advice. With four authored books, including "Investopoly" and "Rules of the Lending Game," Stuart shares his insights through a weekly blog, which is replicated on this podcast.
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Welcome to iDateMoney®, the podcast where divorced mompreneurs learn how to rebuild financial stability after divorce without spreadsheets, shame, or second-guessing every decision. Hosted by Lisa Drennon—Wealth Activator, money strategist, and creator of the Money Multiplier System— this show is where clarity meets confidence. Each week, Lisa shares raw stories, practical strategies, and spiritual insights to help you: Release fear and guilt around money so you feel safe spending again. Cre ...
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Welcome to the Guernsey Finance podcast page. Our podcasts bring you all the latest news and insight from Guernsey, the global finance specialist, as well as audio from some of our online events.
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The $18,000 Health Insurance Mistake That Destroys Cash Flow
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What if one unexpected medical emergency wiped out years of saving, not because you were reckless, but because you thought you were being smart. In this episode, Lisa breaks down why skipping health insurance is one of the most dangerous cash flow decisions you can make, and how to protect yourself without fear or confusion. What You Will Learn The…
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🎙️ Beyond Saving: Life Insurance & Wealth Building for Financial Freedom with Steve Short & Mark Schlipman
48:32
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🔥 Episode Overview Are you ready to discover how life insurance could be the foundation that protects everything you’ve worked to build? In this compelling follow-up episode, Dwight reconnects with Steve Short and Mark Schlipman to explore the critical gaps left uncovered in their first conversation. This episode reveals why most people approach pr…
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Mortgage Insurance As A Strategy To Homeownership Meet - Jocelyn Vasquez
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In this episode Jose talks with Jocelyn Vasquez a Navy Veteran and leader in the mortgage industry as an expert in private mortgage insurance. Jocelyn shares her story as Latina in the military and her passion for homeownership. To learn more, visit: https://www.linkedin.com/in/jose-tejada Listen to more episodes on Mission Matters: https://mission…
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Round Table | The Best Health Insurance Alternative for Entrepreneurs (Health Sharing Explained)
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Most entrepreneurs overpay for health insurance without realizing there’s a flexible, lower-cost option that fits their financial freedom plan. In this episode, the financial coaches break down one of the most misunderstood topics for entrepreneurs: the real differences between traditional health insurance and health sharing programs. They explain …
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IUL Agent Says 99% of Whole Life Insurance Policies Should Be Replace With Indexed Universal Life
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I've heard IUL agents make some pretty wild and bold claims. But this one is definitely at the top of the due to its pure absurdity. This agent believes that as a general rule 99% of whole life insurance policies should be replaced with IUL - Indexed Universal Life, simply because they show more income on the illustration. That's it. That's the onl…
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Arguably the Most Important Insurance Professionals Like You Should Have
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Most people hear "disability insurance" and instantly want to tap out. But this might be the most important episode you listen to all year. We sit down with Dennis Hornsby, Director of Insurance Operations at SLP Insurance, to break down what disability coverage actually does, why it matters so much in your 20s–40s, and how a few simple decisions c…
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Title Insurance: Does The Seller Have The Right To Sell?
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Welcome back to the video podcast! In this episode, Steve is joined by Andy Hemmings (Capital Title) to discuss the importance of Title/Escrow Insurance for real estate investors. Were you aware that at one point in history, the Brooklyn Bridge in New York City was sold by someone who had no affiliation with the bridge at all? Can you even comprehe…
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Q&A: How Much Insurance Is Enough When You’re Protecting Your Wealth
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#665: If you’ve ever stared at an insurance quote and wondered, “Is this really worth it?”, you’re not alone. Liability and umbrella policies can feel like an expensive mystery, especially when your net worth is growing and your risks are shifting. In today’s episode, we dig into a listener’s dilemma about soaring liability and umbrella insurance c…
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What to Expect from an M&A Advisor | JT Schroeder | Full Episode
1:08:43
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In this episode of Charting Opportunities, Portus Wealth Advisors sits down with JT Schroeder, a seasoned M&A advisor from Atlanta, to discuss the high-stakes world of business acquisitions. Most business owners sell a company only once in their lives, while professional buyers might close dozens of deals a year. This "imbalance of power" puts the …
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Philanthropy and Legacy: Preparing Heirs for Wealth Stewardship
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Estate planning isn’t just about transferring assets—it’s about preserving your wealth and values for future generations. One powerful way to do this is through philanthropy. Giving back can teach financial literacy, instill gratitude, and create a shared sense of purpose within your family. In this episode, Alexa Broida, family legacy advisor for …
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How to Structure a Family Banking System with Infinite Banking | Jayson Lowe
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Learn how Infinite Banking expert, Jayson Lowe ( @BankersVault ) structures his family banking system and the frameworks he uses with his own family to teach the process and create a legacy. Watch Part 1: How to Create a Family Banking System Using Life Insurance - https://youtu.be/O_E-y2n2fzQ Want a Life Insurance Policy? Go Here: https://bttr.l…
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Early Money Decisions Shape Your Financial Future
2:18:36
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🤔 Think you’re good with money? Take our Money in America quiz! While we are out for Christmas break, we've compiled some of our favorite Rachel and George calls from the past two years. We'll be back with a live show in the new year! Rachel Cruze & George …
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This is the story of how Michael and Andreini used Infinite Banking to purchase their new car. A Toyota 4 Runner Limited, AWD, premium wheels and less than 9000 miles for $55,500. Infinite Banking allows you to put yourself in the driver seat of your own finances by providing access to financing under your own terms. No loan underwriting, no credit…
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Built Not Born: Kimberly Borgens on Confidence, Coaching & Women in Male-Dominated Industries
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In this episode of Women of Wealth, Hawley sits down with powerhouse CEO, leadership strategist, and founder of the Be Bold Movement, Kimberley Borgens, for a deeply honest and empowering conversation about confidence, entrepreneurship, and creating generational wealth as a woman - especially in male-dominated industries. Kimberly shares her unconv…
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Ep 389: Wealth First Principles #2: A step-by-step strategy for property investing
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Read Full Blog Here Most investors rush into property with tactics, not strategy, and pay for it in mistakes that are costly to buy, hold, and unwind. This guide lays out a clear, repeatable framework so you can make property decisions that compound for decades. Start by defining a single objective: long-term growth drives wealth; yield only suppor…
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Your Brain Was Made for Excellence, Not Just Existence
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In this powerful segment, Steve discusses the fundamental difference between a survival-focused brain and a mind driven by the desire to thrive. He offers valuable insights into "personal development" and the importance of cultivating a positive "mindset". This "motivational speech" highlights how embracing "self improvement" can lead to significan…
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Budgeting does not hurt because you are bad with money. It hurts because it was taught to punish you. In this episode, Lisa breaks down why traditional budgets trigger guilt, restriction, and avoidance and how to replace them with a conscious spending plan that actually works. What You Will Learn Why budgeting feels restrictive and emotionally pain…
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How Can I NOT Run Out of Money in Retirement?
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Retirement is designed to allow us to do the things we've always wanted to do in life. If we run out of money, chances are, we won't get to do those things. Let's find out how to avoid that trap.By Doug Horne
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You Don’t Build Wealth by Ignoring Basic Financial Principles
2:18:18
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🤔 Think you’re good with money? Take our Money in America quiz! While we are out for Christmas break, we've compiled some of our favorite Rachel and Ken calls from the past two years. We'll be back with a live show in the new year! Rachel Cruze & Ken Colema…
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🎙 The Science of Home Design Why Your Space Determines Your Happiness and Productivity with Talor Stewart
1:38:30
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🔥 Episode Overview Are you spending half your life in a space that drains your energy instead of fueling your dreams? In this eye-opening conversation, I sit down with Talor Stewart, a licensed architect with over 25 years of experience whose book Conscious Home Design has hit number one bestseller status in seven countries. Talor shares his fascin…
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Round Table | Infinite Banking for Successful Investors: Does It Still Make Sense?
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Did you know that successful investors don’t outgrow Infinite Banking? They just learn why paying cash quietly erodes their wealth. In today's conversation, the financial coaches take a deeper look at whether Infinite Banking still makes sense for seasoned investors with passive income already flowing. They explain why high-income earners and exper…
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Q&A: Should You Keep Part of Your Money Outside the U.S.?
1:07:15
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#676: Ally:How can I optimize my asset allocation and Roth contributions now that I’m over $1 million in assets? I’m 45, single, never married, with about $1.2 million in assets. Roughly $100,000 is in stocks, which might scare some people. Here’s my breakdown: Vanguard brokerage account: VTSAX $132,000, ISCV $5,000, VOO $5,000 Vanguard Rollover IR…
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Americans are living longer. Are you financially prepared to celebrate your 100th birthday?
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In this episode, Grant and Bill discuss how Americans are living longer, New Year's resolutions, tax on SS benefits, and living with food-flation.By Grant Dorhout
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Q&A: Develop, rentvest or debt-recycle? Structures, tax & capacity
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Stuart runs a strategy clinic on three big crossroads for investors: small-scale development, rent-vesting vs. holding the home, and using debt-recycling into shares when an investment-grade property is out of reach. He breaks down subdivision options (sell land now, build-and-sell, or build-and-hold), explains why GST applies to an “enterprise,” w…
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You Can’t Win With Money When Your Relationships Are Messy
2:18:08
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🤔 Think you’re good with money? Take our Money in America quiz! While we are out for Christmas break, we've compiled some of our favorite Rachel and Jade calls from the past two years. We'll be back with a live show in the new year! Merry Christmas! Rachel …
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Episode 203: Infinite Banking: What We Learned From Our Clients in 2025
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Visit our website: https://www.thewealthwarehousepodcast.com/ With the end of 2025 in sight, Dave and Paul wrap on what real clients taught them about practicing Infinite Banking. From why more families are starting kids’ policies and how planning ahead with convertible term keeps future options open, to simple ways disciplined loan repayment can s…
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Ditch Your Money Trauma So You Can Live an Abundant Life (with Shannah Game)
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Learn how to explore your money beliefs and take real steps toward saving and investing, even on a tight income. What’s really behind your money habits? How can you build savings and invest if you’re not earning much? Hosts Sean Pyles and Elizabeth Ayoola discuss how your relationship with money shapes your financial behaviors and what you can do t…
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Nonlinear Creation: A Lab Note from the Future Self
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In this week’s TPOW Weekly, Dustin Serviss shares a raw, real-time experiment in creative discipline — not from a place of certainty, but from the edge where flow meets structure. What happens when you want to create something meaningful, but don’t want to fall back into “grind mode”? Dustin explores the mindset shift that turns structure into a to…
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Year-End Wrap Up: Creating Margin in Life and Business
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299: Year-End Wrap Up: Creating Margin in Life and Business Joining me today on the podcast is Ceil DiGuglielmo, host of the Sew Much More podcast and owner of the Curtains and Soft Furnishings Resource Library. Every year, Ceil and I sit down for an end-of-year business catch-up to talk honestly about what worked, what didn't, and what we've learn…
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What Does Winning in Retirement Look Like in Retirement
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Send us a text Brian Akers and Jeff Akers, co-hosts of the "Winning in Retirement" podcast, discuss strategies for achieving financial independence and planning for retirement. They emphasize the importance of understanding one's "financial fingerprint" and creating a personalized plan. Key points include the necessity of saving, investing wisely, …
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EP#439 Multifamily Wealth Building with Infinite Banking with M.C. Laubscher
28:09
28:09
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28:09
Send us a text In this episode of Multifamily AP 360, we sit down with MC, originally from South Africa, who shares his fascinating journey from playing rugby to becoming a prominent figure in multifamily real estate and infinite banking. MC talks about his early life in South Africa, his passion for history and economics, and how a scholarship bro…
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Make The Right Decision Today—Your Future Will Thank You
2:19:47
2:19:47
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2:19:47
🤔 Think you’re good with money? Take our Money in America quiz! While we are out for Christmas break, we've compiled some of our favorite Ken and George calls from the past two years. We'll be back with a live show in the new year! Merry Christmas! Ken Cole…
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Listener Question: "...IRAs that currently exceed $5M?"
40:02
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40:02
In this episode, Justin and Jared answer a listener's question from a 70½-year-old with over $5 million in IRAs who wants to manage their lifetime tax liability. They walk through the math of Required Minimum Distributions (RMDs) and compare and contrast using Roth conversions, qualified charitable distributions (QCDs), and donating appreciated sto…
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Learn How to Realistically Use Credit Card Travel Points
45:13
45:13
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45:13
Credit card points can feel confusing, risky, or downright gimmicky. Listen in as I sit down with credit card rewards consultant Colin Stroud to break down what "points hacking" really is (and what it isn't). We talk about simple, realistic ways to use travel rewards without opening a dozen cards, wrecking your credit, or turning it into a part-tim…
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[E] The Myths We Believed About Startups [GREATEST HITS]
45:37
45:37
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#675: Welcome to Greatest Hits Week – five days, five episodes from our vault, spelling out F-I-I-R-E. Today’s letter E stands for Entrepreneurship. This episode originally aired in September 2018, at a moment when startup culture was loud, venture capital was abundant, and entrepreneurship was often framed as something that involves outside invest…
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The Passive Income Blueprint That's Making Investors Rich w/ Craig McKinley
28:13
28:13
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28:13
Welcome back to the show! In this episode, Steve welcomes Craig McKinley, a highly successful entrepreneur and syndicator. They discuss practical strategies for "how to make money" through "real estate investing", particularly focusing on "how to syndicate real estate deals". Tune in to learn more about "raising capital for real estate" and generat…
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A Financial Plan Only Works If It Matches Your Reality
2:19:05
2:19:05
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🤔 Think you’re good with money? Take our Money in America quiz! While we are out for Christmas break, we've compiled some of our favorite Ken and Jade calls from the past two years. We'll be back with a live show in the new year! Merry Christmas! Ken Colema…
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Managing Money in Your Marriage and How to Build Wealth Without a Side Hustle
38:31
38:31
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Learn the truth behind myths about building wealth, plus hear from a couple looking to align on financial goals and values. Can you build wealth without starting a business? How can couples figure out what to do with extra money in their budget? Hosts Sean Pyles and Elizabeth Ayoola share their “money hot takes” and then talk to a married couple ab…
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The Power of Early Money Talks: How Joey Mills Built Financial Confidence
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Welcome back to Don’t Retire… Graduate! Today’s episode offers a behind-the-scenes look at the journey of a financial advisor, featuring a special guest from our own team: Joey Mills, who recently became a Certified Financial Planner™ and is on the path to becoming an associate advisor at BFG Financial Advisors. I’m excited to introduce Joey, who j…
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The High-Net-Worth Investing Playbook: Lessons from $10M+ Portfolios with Tad Fallows
32:13
32:13
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Have you ever wondered how the ultra-wealthy structure their investments to preserve and grow their wealth? In this episode, Tad Fallows, an expert in high-net-worth investing, joins Russ and Joey to discuss the strategies behind building $10M+ portfolios. Tad provides valuable insights into how top investors manage their wealth. He explains the mi…
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[R] Remember When Inflation Was High and Rates Were Rising? [GREATEST HITS]
1:17:55
1:17:55
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#674: Welcome to Greatest Hits Week – five days, five episodes from our vault, spelling out F-I-I-R-E. Today's letter R stands for Real Estate. This episode originally aired in May 2022, but the insights on long-distance investing remain just as relevant for anyone feeling priced out of their local market. We tackle the five biggest challenges of i…
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[I] Why Young Investors Focus on the Wrong Things [GREATEST HITS]
47:20
47:20
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#673: Welcome to Greatest Hits Week – five days, five episodes from our vault, spelling out F-I-I-R-E. Today's second letter I stands for Investing. This episode originally aired in April 2022, but the framework remains one of the most practical guides we've shared for building wealth at any age. Nick Maggiulli joins us to reveal why most young inv…
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Your Financial Outcomes Won’t Change Until You Do
2:16:39
2:16:39
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🤔 Think you’re good with money? Take our Money in America quiz! While we are out for Christmas break, we've compiled some of our favorite Dave and Rachel calls from the past two years. We'll be back with a live show in the new year! Merry Christmas! Dave Ra…
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Planning for retirement. Is it smart to follow what everyone else is doing? Can Life Insurance help with your retirement strategy? What is a 401k? What is a 7702? We discuss planning for retirement in this episode and the many different options and approaches that are available, and what people choose. Listen and get all the details now. 📄 INFINITE…
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Which would make you the happiest? Saving money or spending money?
54:01
54:01
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In this episode, Grant and Bill discuss what would make you the happiest, the pull of BNPL, can financial click-bait headlines be conversation starters with your financial advisor, and what women want from their financial advisor.By Grant Dorhout
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