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.
…
continue reading
Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
…
continue reading
This is the best in Wealth podcast – A show for successful family stewards who want real answers about Retirement and investing so we can feel secure about our family’s future. Scott's mission is simple: to help other family stewards build and maintain their family fortress. A family steward is someone that feels family is the most important thing. You go to your job every day for your family. You watch over your family, you make sacrifices for your family, you protect your family. I work wi ...
…
continue reading
Retired·ish is the retirement podcast for those exploring retirement and those currently in retirement. The retirement ideas and strategies discussed are focused around preparing for one of life's biggest transitions, and how to preserve the wealth that you have worked so hard to achieve! This educational podcast was created to provide you with confidence in your retirement planning decisions. Your host, Cameron Valadez, is a CERTIFIED FINANCIAL PLANNER(TM) and partner of financial planning ...
…
continue reading
Inspiring empowering and transforming black women in the journey to wealth creation
…
continue reading
Financial and retirement planning with financial planner Lee Perkins, president of JL Perkins Wealth Management in the Macon, Georgia area. Get ready for a good dose of inspiration, simplicity, implementation and, of course, clarity on each and every show. Lee will explore the ways you can successfully prepare for retirement and how to grow and preserve your wealth.
…
continue reading
Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
…
continue reading
Welcome to Grow Money Business with Grant Bledsoe, the podcast dedicated to helping business owners grow their wealth and business on their own terms. Grant is a CERTIFIED FINANCIAL PLANNER™ who helps business owners optimize and align their personal finances, business, and values. He’s also the founder of Three Oaks Capital Management, a registered investment advisory (RIA) firm. Throughout this podcast Grant will be interviewing entrepreneurs and business professionals to bring you valuabl ...
…
continue reading
20/20 MONEY, hosted by Certified Financial Planner and experienced Wealth Adviser Adam Cmejla, aims to bring clarity to financial concepts and strategies that impact optometrists. For more information on the show and on Adam, please visit https://www.integratedpwm.com/
…
continue reading
Having been a Financial Planner for over 15 years, I have seen first hand how money problems can breed stress. Often, people make wrong money decisions because the world of finance can be intimidating and confusing. This podcast cuts through the jargon and provides practical, accessible financial education and empowerment - so you can build sustainable wealth and help achieve financial freedom. You will also hear real-life success stories from people who have transformed their finances and b ...
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
continue reading
Welcome to the NoBS Wealth Podcast—where we ditch the BS, cut through the noise, and get real about what it takes to build wealth, especially for women, minority business owners, and those standing on the edge of their financial journey, ready to take that first bold step. We’re not here to sugarcoat it. I’m Stoy Hall, your host and Certified Financial Planner, and I’m bringing you conversations that go beyond the spreadsheets. We're talking about the emotional, psychological, and real-life ...
…
continue reading

1
Your Money, Your Rules | Financial Freedom, Financial Mindset, Scarcity Mindset, Budgeting, Financial Planning
Erin Gray | Spiritual Wealth Coach, Former Certified Financial Planner and CFO
Ready to stop avoiding your money? Tired of feeling shame every time you check your bank account? Overwhelmed and feeling out of control with your finances? Wish you had a system to help you feel confident and in control of your money? I am so excited you're here. This podcast is designed to help you through the process of building the confidence and knowledge to make empowered money decisions in your business and personal life. Hi, I’m Erin—a wealth coach, former Certified Financial Planner ...
…
continue reading
The transition into retirement isn't purely a financial event, it's so much more. It's one of those life-changing events that requires you to plan and to adapt. Full of information, tips and guidance, The Retirement Café personal finance Podcast helps you address the challenges and opportunities that arise so you can live a fulfilling retirement. Your host is Justin King, a Chartered Financial Planner and Accredited Later Life Adviser. Contact Justin at [email protected] with any ...
…
continue reading

1
Highly Sensitive Money for Highly Sensitive People who want to align their values with their money
Diana Gisel Yañez, CFP® - money coach and investment manager
Highly Sensitive Money gives Highly Sensitive People (HSP) who are passionate about social justice resources to align their money with their values. Join me, Diana Gisel Yañez, CERTIFIED FINANCIAL PLANNER™, as I coach HSPs, interview experts, and share my own journey discovering the gifts of my sensitivity and how it relates to money. Each season is released as it’s ready in weekly batches.
…
continue reading
Hi, my name is Fitz Villafuerte. I'm a Registered Financial Planner and a financial literacy advocate based in the Philippines. This podcast is about learning smart money habits and the proper mindset to achieve financial success. I speak in English and Filipino in this podcast. Visit the80percentpodcast.com to learn more. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Work House Blues is my personal financial journey. At 40 years old, I have been very fiscally irresponsible. I have massive amounts of debt and no savings to speak of. Join me as I figure out the world of investing and work to grow my wealth. Please note, nothing in this pod cast is investing advice. I am not a financial advisor. This is merely my personal journey and my personal opinions. If you are interested in investing yourself, please consult a financial planner.
…
continue reading
Money can often feel like a mysterious, taboo subject that we're reluctant to discuss with our friends and family. It's often seen as rude or unsavoury to talk about finances openly, but I'm here to change that narrative. Money doesn't have to be complicated, though it's not necessarily easy either. It all comes down to making those small, consistent steps that can shape your financial future. With over 20 years in finance, five years as a mortgage broker, and running my own finance and mort ...
…
continue reading
Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it’s about finding new strength, purpose, and balance for yourself and your family. ...
…
continue reading
The financial impact of divorce can be overwhelming and possibly devastating if you’re not prepared. Let us help ensure that the decisions you make during this stressful time will lead to long-term financial success. Welcome to Smart Financial Divorce with Brie Reyes, where each episode Brie will walk you through the important things you need to consider when it comes to protecting yourself and loved ones when going through a divorce. She'll cover topics like mediation support, collaborative ...
…
continue reading
Hello and Welcome to the Financial Legacy Podcast. I am your host Maria Ellis. On the Financial Legacy Podcast, we will talk about Financial Planning and Estate Planning Legacy. Financial planning is the process of determining a person's or a company’s financial needs or goals for the future and the means to achieve them. Financial planning involves deciding what investments and activities would be most appropriate under both personal and broader economic circumstances. Financial Legacy is t ...
…
continue reading
The Retirement Risk Zone is the period of time that begins roughly 10 years before retirement and ends 10 years into retirement. During that time, you will make many of the most consequential financial decisions of your life, including your exact retirement date and age, when to claim social security, how to claim Medicare, how to reposition your retirement assets, as well as how to create an income from retirement savings. So much focus is put on the accumulation (Savings phase) of retireme ...
…
continue reading
Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
…
continue reading
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
…
continue reading
Hi all and welcome to www.grantvanzyl.com. This is where you will improve your financial literacy. I will be translating the difficult terminology of economics and complex jargon surrounding it, into something that is as easy to read as the daily newspaper. It’s almost like the ABC’s of the alphabet, once you have the foundation of anything, you can understand it much better. What you want is a coach that takes an active interest in your financial life, not just a planner that helps you once ...
…
continue reading
The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
…
continue reading

1
Children's Allowances, Talking to Others About Money, and Separating Wealth and Worth
46:05
46:05
Play later
Play later
Lists
Like
Liked
46:05Dr. Dan & Daniel discuss children's allowances, whether you should discuss money with your family, friends, and colleagues, and separating your self worth from your wealth. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wealt…
…
continue reading

1
114 | 3 Ways to Separate Your Net Worth from Your Self-Worth
16:41
16:41
Play later
Play later
Lists
Like
Liked
16:41Got a question? Send me a text. When was the last time you thought, “When I hit my financial goal, then I'll feel .....? In this episode, we explore how to break the deep-rooted connection between your self-worth and your net worth—and why disconnecting them is the key to true financial freedom. In this episode, we cover: Why your worth is inherent…
…
continue reading

1
From blank to bank: How a $35 lens becomes a $525 sale by finishing in-house with Dr. Mike Satryan, OD
1:04:06
1:04:06
Play later
Play later
Lists
Like
Liked
1:04:06Welcome to this episode of 20/20 Money. My guest on today's show is Dr. Mike Satryan, OD, a partner with Mountain View Eye in Altoona, PA. Mike is a long-time practice owner who brings over 25 years of experience running an in-house optical lab within their practice. We dive into the substantial cost savings his practice has realized by finishing l…
…
continue reading

1
The “One Big Beautiful Bill”: What The New Proposed Tax Law Changes Mean For You
23:04
23:04
Play later
Play later
Lists
Like
Liked
23:04The “One Big Beautiful Bill” recently passed through the House of Representatives by a narrow margin and is now in the Senate’s hands. This bill consists of extremely important tax legislation that aims to continue on and add to the current tax provisions we have grown accustomed to for the last several years under the Tax Cuts and Jobs Act. As a p…
…
continue reading

1
THIS FREE CHALLENGE CHANGED MY LIFE! You need to know about this...
27:04
27:04
Play later
Play later
Lists
Like
Liked
27:04I recently completed my "soft" version of the famous #75hard challenge. It was transformational, empowering and I have never felt stronger, more mentally resilient and calmer. This challenge also cost me nothing. And has added a wealth to my life that money can't buy. I am going to do this all over again. Calling it #75CANNA Here are my rules: 6 x …
…
continue reading

1
Should I Pay Off My Mortgage With an Inheritance?
42:26
42:26
Play later
Play later
Lists
Like
Liked
42:26When you receive an inheritance, what's the wise way to use it? In this episode of Wise Money, we're responding to a question from a listener who is deciding whether to pay off his home, invest for retirement, or follow his accountant's advice—all while aiming to reduce taxes and make every dollar count. Tune in to learn how to align your inheritan…
…
continue reading

1
1100-Investing Into People, Not Money: Patronage Roundtable with Greg Treat
1:40:24
1:40:24
Play later
Play later
Lists
Like
Liked
1:40:24In today's podcast I share the audio from a recent roundtable discusion with attendees of RPF Family Camp. We have a two-week discussion going related to patronage networks and we decided it would be good to host a verbal Q&A discusion instead of just keeping everything in text...now you get to listen in!…
…
continue reading

1
113 | Is Your Business Actually Profitable—Or Just Busy? Using Profit Pillars for Online Business Success
10:42
10:42
Play later
Play later
Lists
Like
Liked
10:42Got a question? Send me a text. Are you unclear on your numbers in your business? In this episode, I break down the Profit Pillars Book by Parker Charles Stevenson and share how to assess your business finances in a way that feels nourishing to your body, soul, and business growth. We’ll also explore how financial clarity supports a healthier money…
…
continue reading

1
Why Do We Keep Dragging Each Other Down? | Let's Get Real Ep. 17
6:55
6:55
Play later
Play later
Lists
Like
Liked
6:55WHY ARE WE THE WAY WE ARE? In this raw, unfiltered episode, Stoy rips the mask off society's toxic habit of tearing each other down instead of building each other up. The shit-talking ends NOW. No political agenda. No geopolitical crap. Just the brutal truth about why we attack each other online while celebrities and the wealthy elite keep getting …
…
continue reading

1
Divorce and Finance: Navigating the Financial Fallout
17:20
17:20
Play later
Play later
Lists
Like
Liked
17:20Today’s episode is a little different. It’s not just about investing or retirement planning—it’s about navigating one of the most emotionally and financially difficult transitions a person can face: divorce. That’s why we wanted to create this episode—not to overwhelm you, but to empower you. We’re going to break it all down: what to look out for, …
…
continue reading
If you're a first home buyer feeling overwhelmed by deposit requirements in today's property market, this episode unpacks a potential solution you might not have fully understood - guarantor loans. We're talking about how this financial tool could help accelerate your path to homeownership, even in the current cost of living crisis. We'll explore h…
…
continue reading

1
Impact Investing: Creating the Future We Want to See
26:56
26:56
Play later
Play later
Lists
Like
Liked
26:56In this episode, I share my journey of becoming an investment manager at Natural Investments, a firm focused on socially responsible and impact investing. I discuss how I overcame my initial hesitation about joining the investment world and found alignment between my values and my work managing investments that create positive social and environmen…
…
continue reading

1
Ep. 129 - Stop Waiting to Be Perfect: Start Your Business Right Now
31:28
31:28
Play later
Play later
Lists
Like
Liked
31:28Ever feel trapped in your own box? In this brutally honest episode, Mss Francois (the Multi-talented and Super Sexy powerhouse from Trinidad and Tobago) exposes the immigrant journey nobody talks about—being kicked to the curb with her belongings in garbage bags just months after arriving in America. She doesn't sugarcoat it: "It sucked. I hated it…
…
continue reading
You’ve always been told to save for retirement, but can you go too far? Is it actually possible to over-save for the future? In this insightful episode, Lee answers a compelling listener question about what happens when saving becomes so aggressive that it starts to limit your lifestyle today. He dives into the emotional and practical downsides of …
…
continue reading

1
1099-Things Are OK...But I Have No Idea What To Invest In!
46:07
46:07
Play later
Play later
Lists
Like
Liked
46:07
…
continue reading

1
Widowed Without the Title: Navigating Loss as an Ex-Spouse and Co-Parent
41:24
41:24
Play later
Play later
Lists
Like
Liked
41:24In the last episode you met Jim, my co-host and husband. Now, Jim is sharing his unique experience of navigating the emotions and responsibilities after his ex-wife, who he had a child with, passed away. There is no “title” for this unique situation in life. A widower… but without the title. We discusses the complexities Jim faced as an ex-husband …
…
continue reading

1
Think Before You Bet: Avoid and Overcome Gambling Addiction
16:48
16:48
Play later
Play later
Lists
Like
Liked
16:48Welcome to Episode 227 of The 80 Percent. Gambling can start as harmless fun but can quickly turn into an addiction that affects your finances and your relationships. In this episode, we discuss the signs of gambling addiction, tips for responsible gambling, and actionable steps to recover if you're already struggling. Episode sponsor: Learn to tra…
…
continue reading

1
1098-"A Model of Christian Charity" by Governor John Winthrop, 1630 On Board the Arbella
40:59
40:59
Play later
Play later
Lists
Like
Liked
40:59This episode contains the audio recording of a famous sermon by Governor John Winthrop, delivered on board the ship Arbella, while sailing to America in 1630. The sermon contains key theological insights as to the duties that come with wealth; it will be of interest to Christians and history-lovers alike. The basic ideas and precepts of this sermon…
…
continue reading

1
Student debt, whole life insurance, and target date funds
40:14
40:14
Play later
Play later
Lists
Like
Liked
40:14Dr. Dan & Emily discuss student debt and whether you should target forgiveness or payoffs, then turn to whole life insurance, and wrap up on the subject of target date funds. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit: https://calendly.com/my-wea…
…
continue reading

1
112 | Why Financial Planning Feels Hard (and How to Fix It)
18:23
18:23
Play later
Play later
Lists
Like
Liked
18:23Got a question? Send me a text. Too many women in business walk out of meetings with their CPA, bookkeeper, or financial advisor feeling confused, unseen, or like they’ve lost a piece of their power. In this episode, I am breaking down why that happens—and what to do about it. You’ll learn how to reclaim your authority in financial conversations, r…
…
continue reading

1
The home loan balancing act: smart mortgage moves for optometry practice owners with Lee Raykovicz, OD
1:06:38
1:06:38
Play later
Play later
Lists
Like
Liked
1:06:38Welcome to this episode of 20/20 Money! My guest on today's show is Lee Raykovicz, OD, a mortgage broker with Go Rascal Mortgages. On today's episode we dive into what goes into the mortgage underwriting process, how practice owners can get creative when it comes to purchasing their homes, the details on what Physician loans actually are and how th…
…
continue reading

1
How Financial Planners Prepare for Retirement 5 Years Out
42:12
42:12
Play later
Play later
Lists
Like
Liked
42:12The last few years before retirement are some of the most important in your financial life—not just for getting the numbers right but for envisioning what you want your next chapter to look like. In this episode, we are discussing what we, as CERTIFIED FINANCIAL PLANNERS™, would be focusing on if we were retiring in 5 years. From investment strateg…
…
continue reading

1
1097-Friday Q&A: Build or Buy, Signaling Theory, Switching Jobs, Moving From Canada to USA
1:51:24
1:51:24
Play later
Play later
Lists
Like
Liked
1:51:24On today's Friday Q&A we cover: 1:30 Should I build a new house or buy an existing one? 14:19 My YouTube channel is struggling. What now? 30:13 Should I move with my girlfriend to the USA for a work assignment? 57:10 How can I apply Signaling Theory to modern dating? 1:13:41 Should I switch jobs to one that seems better but has less potential? 1:23…
…
continue reading

1
From Self-Destruction to Financial Freedom - Adam Cooper's Inspiring Journey
31:13
31:13
Play later
Play later
Lists
Like
Liked
31:13Adam Cooper was living a life of excess. Booze, drugs and big nights out. Spending thousands on dollars over the weekend, leaving him exhausted, depressed and filled with anxiety as he tried to push through his working week, before doing it all over again. But something happened, he switched off the desire to party. Got help and is now back in the …
…
continue reading

1
111 | How Sacred Money Dates Support Financial Freedom, Nervous System Regulation, and a Better Money Mindset
12:33
12:33
Play later
Play later
Lists
Like
Liked
12:33Got a question? Send me a text. If you’ve been avoiding your finances because they feel overwhelming, stressful, or just too much—this episode is for you. In today’s conversation, I share the weekly practice that transformed my own relationship with money: money dates. Even as a former Certified Financial Planner and CFO, I used to avoid looking at…
…
continue reading

1
Why You NEED Life Insurance in 2025 | Let's Get Real Ep. 16
7:08
7:08
Play later
Play later
Lists
Like
Liked
7:08GET YOUR SHIT TOGETHER WITH LIFE INSURANCE Ever feel like those insurance salesmen are just vultures picking at your wallet? I used to BE one of those guys - and yeah, it was sleazy as hell. But here's the raw truth: you NEED life insurance, and you're bullshitting yourself with every excuse not to get it. In this no-holds-barred episode, I'm calli…
…
continue reading

1
Is It Bad to Leave My 401(k) Where It Is?
14:35
14:35
Play later
Play later
Lists
Like
Liked
14:35Millions of people leave jobs each year, and often leave behind their 401(k) accounts too. But what actually happens to that money, and when should you consider rolling it into an IRA? It’s not as straightforward as some advisors make it sound. In this episode, Wade walks through the critical factors to consider before deciding whether to move your…
…
continue reading

1
Investing with Integrity: Janine Firpo on Values-Aligned Wealth
1:04:59
1:04:59
Play later
Play later
Lists
Like
Liked
1:04:59Investing with Integrity: Janine Firpo on Values-Aligned Wealth In this episode, our guest Janine Firpo and I explore how women can own their power with their investments and have them better reflect their values, especially around climate collapse. We dive into Janine’s transitions from a career in tech to global development, to impact investing, …
…
continue reading

1
Ep. 128 - Medical Gaslighting & Rock Bottom Rebounds: Dr. Tara Harding's Telehealth Revolution
38:32
38:32
Play later
Play later
Lists
Like
Liked
38:32Divorce papers in one hand, social services forms in the other. A small-town doctor facing financial ruin after losing her six-figure job. But that's not where Dr. Tara Harding's story ends – it's where it begins. Hear the raw, unfiltered journey of how rock bottom became the foundation for a healthcare revolution. From screaming on her bedroom flo…
…
continue reading

1
Paying Off Debt, The Costs of Delaying Financial Decisions, and Financially Smart Home Improvements
45:23
45:23
Play later
Play later
Lists
Like
Liked
45:23Dr. Dan & Daniel discuss whether paying off debt early is an optimal strategy and when it's not. They then discuss the opportunity costs of delaying financial decisions and what can contribute to those costs. Finally, they wrap up on the topic of whether it's financially smart to renovate and improve your home. To learn more about financial plannin…
…
continue reading

1
110 | How to Stop Letting Money Control You and Start Creating Real Financial Confidence
14:36
14:36
Play later
Play later
Lists
Like
Liked
14:36Got a question? Send me a text. Does it ever feel like your mood, decisions, or sense of safety are completely wrapped up with your money? In this episode, we're diving into why money feels so emotionally charged—and how to shift out of fear and into real financial confidence. Money only feels like it’s controlling you because you’ve (unknowingly) …
…
continue reading

1
REWIND: 3 financial lessons learned from my grandpa and grandma that can shape your relationship with money
33:10
33:10
Play later
Play later
Lists
Like
Liked
33:10Welcome to this REWIND episode of 20/20 Money! Given that my grandpa just recently celebrated his 96th birthday, I wanted to bring back this episode and share it again for new and long-time listeners alike. It's also a subtle reminder about the importance of understanding longevity risk in one's financial plan. I can only imagine the unfortunate si…
…
continue reading

1
Matching Retirement Income Sources to Goals & Thoughts on Dividend Investing
35:41
35:41
Play later
Play later
Lists
Like
Liked
35:41Income planning will make or break your retirement years - This is because your income throughout retirement will be what controls your lifestyle, not your net worth. When doing your pre-retirement planning - hopefully several years before your desired retirement - you’ll want to match your lifestyle wants, needs, and goals with the income you are …
…
continue reading

1
Minimalism and Money: My self discovery into a richer life
24:45
24:45
Play later
Play later
Lists
Like
Liked
24:45I came across minimalism during one of the darkest periods of my life and I am eternally grateful as I don't know where I would be today without this discovery. Learning to love less, enjoy the simplicity, valuing the peace and reconnecting with myself through experiences, friendships and creating moments and memories was a huge part of my healing …
…
continue reading

1
Tariffs, Markets, and Being Recession Ready
42:47
42:47
Play later
Play later
Lists
Like
Liked
42:47Uncertainty has been the theme thus far in the economy and markets. Personally, what are the key decisions in your finances you need to get right during this uncertain time, and how do you prepare should a recession occur? That and more on this hour of The Wise Money Show. Season 10, Episode 39 Schedule a meeting with one of our CERTIFIED FINANCIAL…
…
continue reading

1
The Secret to Thriving Between Midlife and Retirement, Ep #259
20:33
20:33
Play later
Play later
Lists
Like
Liked
20:33In this episode, inspired by my own family life, I’m exploring the "holy trinity of assets": time, health, and money. Financial wealth alone does not guarantee a fulfilling future; you also need to be intentional about your health and your relationships. I share practical ways to extend the magical period of life where you can enjoy all three asset…
…
continue reading

1
1096-Reconsecration To a Wartime, Not a Peacetime, Lifestyle
13:48
13:48
Play later
Play later
Lists
Like
Liked
13:48
…
continue reading

1
109 | Is Your Financial Plan Creating Financial Freedom—Or Quietly Causing Burnout?
14:14
14:14
Play later
Play later
Lists
Like
Liked
14:14Got a question? Send me a text. Does your financial plan feel more stressful than supportive? Many women entrepreneurs try to follow rigid financial formulas that don’t align with their lives or businesses. Traditional plans often focus on distant futures without considering your evolving goals, wealth consciousness, or business changes. A financia…
…
continue reading

1
PAY YOURSELF OR DIE BROKE | Let's Get Real Ep. 15
5:34
5:34
Play later
Play later
Lists
Like
Liked
5:34Think you're a real entrepreneur by pumping every damn penny back into your business? THINK AGAIN. In this raw, unfiltered episode, I rip apart the dangerous myths keeping you broke while your business thrives. You're working yourself to death, paying everyone BUT yourself, and calling it "hustle" when it's actually just slow financial suicide. The…
…
continue reading
…
continue reading

1
Key Things For Parents & Grandparents To Teach A New Graduate
18:50
18:50
Play later
Play later
Lists
Like
Liked
18:50Graduation season isn’t just a time for caps, gowns, and celebrations, it’s a pivotal financial crossroads for many young adults stepping into independence. As they leave the classroom behind and enter the workforce, the financial decisions they make now can quietly shape the next 40 years of their lives. Today, Lee talks about why it’s so importan…
…
continue reading
Money mistakes - we've all made them, and there’s zero judgement here! But after having several eyebrow raising conversations recently with people about spending habits, I wanted to share my thoughts on some financial decisions that might make you think twice about where your money is going. From small daily purchases to life's biggest celebrations…
…
continue reading

1
Why Sensitivity Is a Superpower: Dr. Julie Bjelland on Rest, Resilience, and Rewiring the Brain
1:03:25
1:03:25
Play later
Play later
Lists
Like
Liked
1:03:25Why Sensitivity Is a Superpower: Dr. Julie Bjelland on Rest, Resilience, and Rewiring the Brain In this episode, our guest Julie Bjelland and I explore the deep connections between sensitivity, neurodivergence, and how we navigate the complexities of life—especially around money, rest, burnout, and compassion. Julie is a neurodivergent psychotherap…
…
continue reading

1
Ep. 127 - THE POWER OF YOUR STORY W/ Aleya Harris
41:07
41:07
Play later
Play later
Lists
Like
Liked
41:07What if the biggest obstacle to your success isn't what you think, but how you tell your story? In this raw, unfiltered conversation, strategic storytelling consultant and bestselling author Aleya Harris reveals how authenticity unlocks real connection and drives success. From traveling the world as a private chef to losing it all with postpartum d…
…
continue reading
Thinking about buying a duplex? Learn the pros and cons, from financing and maintenance to tenant management and resale value, to decide if it's the right investment for you.By Michael Reynolds, CFP®
…
continue reading

1
The 8 Types of Wealth and Why You’re Richer Than You Think
27:09
27:09
Play later
Play later
Lists
Like
Liked
27:09Welcome to Episode 226 of The 80 Percent. When we hear the word wealth, most of us think of money—savings, investments, maybe owning a house or a car. But what if I told you that wealth goes way beyond your bank account? In this episode, we’ll explore the eight types of wealth that really define a rich and meaningful life. From time and health to r…
…
continue reading

1
Our Story of Blending Families: Meet My Husband and Co-Host Jim
29:07
29:07
Play later
Play later
Lists
Like
Liked
29:07In this episode of Widow Wisdom and Wealth, I, Donna, will introduce my co-host and husband, Jim. We’ll discuss Jim's experience as a widower, his divorce, and the recent passing of his first wife and we’ll also explore our own unique journey, including how we met and how we have balanced careers and family life. This is the NEW Widow, Wisdom & Wea…
…
continue reading

1
1094-Report from Radical Family Camp 2025 and Future Content Focus
28:22
28:22
Play later
Play later
Lists
Like
Liked
28:22I hope you can come to Family Camp 2026! Make sure you're on the email list for early notice.
…
continue reading

1
Inheritances, Lifestyle Creep, and Leadership
34:20
34:20
Play later
Play later
Lists
Like
Liked
34:20Dr. Dan & Emily discuss how to handle an inheritance when it's received and how lifestyle creep can be a dangerous factor in dealing with new money. Then, Emily asks Dan to share his advice for leaders. To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com To schedule a complimentary consultation, visit:…
…
continue reading

1
108 | What If Budgeting Felt Empowering? 3 Financial Mindset Shifts to Enjoy Managing Your Money
15:14
15:14
Play later
Play later
Lists
Like
Liked
15:14Got a question? Send me a text. If budgeting feels like punishment, you're not alone. In this episode, I share how to shift from fear-based money management to an empowering, joyful practice rooted in alignment and abundance. You'll learn: 3 powerful financial mindset shifts to replace restriction with ease How to view expenses as receipts of appre…
…
continue reading