show episodes
 
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.
 
You can afford anything, but not everything. We make daily decisions and create habits around how to spend money, time, energy, focus and attention – and ultimately, our life. Every decision is a trade-off against another choice. But how deeply do we contemplate these choices? Are we settling for the default mode? Or are we ruthlessly optimizing around a deliberate life? Are we creating financial independence, early retirement and debt freedom? Are we managing money wisely? Host Paula Pant i ...
 
What are the conversations that help you Earn and Invest in your future so you can make the best decisions today? Dive into wide-ranging panel discussions on Monday and individual interviews on Thursday that will help you question and refine your financial moves. While we won't always find answers, we will show you the questions you should ask to find a richer path to financial independence.
 
How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
 
Are you looking to improve your family's financial wellness and create a life of true wealth and happiness? The Marriage, Kids and Money Podcast is dedicated to helping you do just that. Each week, Andy Hill interviews millionaire parents, couples who have reached financial independence, and financial industry experts like Chris Hogan, Paula Pant, JL Collins and Rachel Cruze (the daughter of Dave Ramsey). These interviews are meant to provide you with easy-to-understand information and actio ...
 
Scale Your Joy is for the “smart with heart” high achiever looking to ditch the corporate grind and sidestep the “hustle hard” startup scene to design a life and business they love. Scale Your Joy is hosted by Kaneisha Grayson, a Harvard Business School and Harvard Kennedy School grad, author, essayist, avid traveler, and self-made entrepreneur. Each week, she shares her personal experiences and advice on crafting a life and building a business that not only showcases your formal education a ...
 
Challenging Conventional Wall Street wisdom about retirement planning and exposing bad advice from Financial Entertainers. Maximizing Retirement income and protecting assets from creditors, predators, lawsuits and judgments does not happen with a product or discount offer online. You must have an integrated approach. As a Paralegal and a Certified Financial Planner®, Kraig is uniquely able to assist clients with the careful preparation of retirement income, asset protection and estate plans. ...
 
As one of Canada's youngest retirees at the age of 32, and after becoming mortgage-free at 29, Kornel interviews the top financial experts in Canada to help you optimize your investments, reduce your taxes, and help you accelerate your journey towards financial independence and early retirement. He also shares his own experiences and lessons learned in investing and as an early retiree and member of the FIRE (Financial Independence, Retire Early) movement to help you optimize your finances, ...
 
Travis helps you navigate the insane world of student loans, especially if you owe $50,000 to $1 million. If you've ever spent too much time on the phone with your loan servicer, this is the show for you. Every week we share tips on loan forgiveness, investing, crushing debt, and how to get to financial freedom when you owe more than most people's mortgage.
 
Money talk for everyday people! Jason helps everyday people make sense of money and build wealth. Each week, Jason brings on financial experts to talk about money, financial independence, real-estate, insurance, investing, debt, retirement planning and a variety of other money topics the average person grapples with. Join us and start building wealth today!
 
The Advisor Development Show is a digital mastermind network for the best financial professionals across the country. Join your host, Karl Hoover, as he interviews the brightest minds across the financial landscape every episode. Karl has been with Financial Independence Group for more than 20 years and is a senior vice president who enjoys leading advisors through the the worlds of marketing, practice management, product R&D and the various challenges financial professionals face trying to ...
 
The Well Kept Wallet Podcast with Deacon Hayes is all about getting you from where you are to where you want to be when it comes to your career, money and lifestyle. In this podcast, Deacon will interview people from all different types of careers who love what they do for a living. The goal is to help you in your search to find a job that you love. Check out WellKeptWallet.com for more tips on how to achieve your goals in life when it comes to your career, money and lifestyle.
 
Money only matters if it helps you live a life you love. On the Financial Freedom podcast we interview remarkable people and share strategies for mastering money and living a meaningful life. Topics include personal finance, investing, side hustling, real estate, entrepreneurship, early retirement, and more. Financial Freedom is hosted by Grant Sabatier, author of Financial Freedom and creator of Millennial Money. Grant reached financial independence and "retired" at the age of 30.
 
SuccessFULL Living with Anita Maxwell features leaders who change the world by making a difference in their respective communities. SuccessFULL Living is the place where we practice and develop success habits through engagement and education that leads to transformation. Together we live life up to our definition of success and agree to be stretched beyond the limitations we have placed on ourselves. Our mission is to provide ideas and methods that can be used to help you experience your mos ...
 
An experience created to enhance your quality of life by providing resources that empower you to become your best self! Connect with your host: @cryssk on IG and Twitter Learn more about Talk Is Chic: via email: talkischicpod@gmail.com On IG: @thetalkischicpodcast On Twitter: @talkischicpod On Facebook: The Talk Is Chic Podcast
 
Welcome to House of FI! We are glad you're here. Our mission is to help other families on the road to financial independence. If you dream of retiring early but are unsure how to do that AND raise your family, you are in the right place. Our guests will share their journey to financial independence, early retirement and debt freedom. Our guest experts will share valuable information that will help you get to your financial goals sooner. Come on in!
 
When I first started the Smash The System Podcast I wanted to help people get off the hamster wheel of the 9-5. I wanted them to get out of a life on numbness and dissatisfaction. Then the world changed. We were all forced to take a break from the daily grind and to see life differently. 2020 has changed everyone's perspective…and it made me realize that the System that we have to smash isn't just economic. It's not just about where we live and where we work. It's how we THINK. We've all bee ...
 
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show series
 
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
 
Will you be receiving money from the Child Tax Credit in 2021? Based on our income this year, we will be receiving the tax credit and could be upwards of $500 per month starting in July. Once again, Nicole and I completely disagree with what to do with this new money. We debate how we should use it and options for other families to figure out their…
 
#315: Do you ever grapple with the differences between your present self and your ideal self? Katy Milkman, host of the Choiceology podcast and the James G. Dinan Professor at The Wharton School of the University of Pennsylvania, shares the science of getting from where you are now to where you want to be. Her new book, How to Change, is a “science…
 
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
 
Chris has built the systems and processes to get to that dream. In his mid-twenties, he built a boutique brokerage house. From there, he transitioned into fix-and-flip and wholesaling. Eventually, he took his business into a virtual space. Today he serves as the Co-Founder of COSA Investments, one of the largest wholesale companies in the Dallas-Fo…
 
What You’ll Get Out Of Today’s Show Do you want to give your children the tools they need to guarantee their path to financial independence? If you give them the right skills, becoming a millionaire can be a mathematical certainty. Achieving the objective of becoming a millionaire isn’t nearly as important as the process of getting there. Success i…
 
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
 
#314: Briale opened a Variable Annuity inside a 403b at work when she was 23. She has 17 years to go before retirement. As an elementary school teacher, her pension will be $6,000 per month. Should she stop contributing to the annuity and contribute to a Roth IRA instead? Hunter put a credit freeze on his two children’s credit, which required sendi…
 
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
 
It’s no secret that client connection is important and an essential part to any industry that is out there. However, this aspect is absolutely vital for financial advisors to hone and perfect. Our guest today, Dustin West, explains how you can utilize the Myers-Briggs system to build relationships with clients, close on sales, and much more. About …
 
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
 
It’s a consultant takeover! All of the ladies of Student Loan Planner, Lauryn Williams, Meagan Landress, and Molly Laughter, are talking more about the mental health survey. There’s more to student debt than managing the numbers, and they’re going to unpack the challenges women face when they are up against student loan debt and while navigating li…
 
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Personal Pension Radio show is focused on helping you pack your bags for both halves of the retirement journey. Kraig's mission is help you …
 
After spending years in sales, working with clients and studying peak performance, Jordan found an opportunity to help people build their peak performance. He found that by applying the mental side of selling, building empathy, and applying emotional intelligence, anyone can get the resilience and success they seek. He is the founder of My Core OS,…
 
Stephen and his new wife have $215,000 of student loan debt and they don't know what to do next. They are considering Income-Based Repayment (IBR) but aren't sure if that is the right thing to do. Financial expert Anthony ONeal joins me to help answer Stephen's question. We discuss all things student loans including what IBR is, how student loan re…
 
After four years of talking about the aggregation of marginal gains and the idea of getting 1% better, ChooseFI has accumulated quite a lengthy list you can stack together. If you can invest a little bit of time to fix something, you’ll never have to invest that time again. Brad recently decided to move away from paper files and bills to join the d…
 
Welcome back, today on Earn & Invest we discuss life after retirement. Search Amazon or any best seller list and you’re likely to find a number of books regarding the financials behind leaving the workplace. In fact, Americans are retiring in their mid-sixties and can look forward to enjoying as much as a three decades outside the structured work f…
 
There are undoubtedly hundreds if not thousands of books touching the top 100 or best 10 or wort 5 things a person can do for retirement. I believe the list of retirement mistakes is a moving target and today, I want to share just a fiew that may be a great conversation starter. Thanks to the death of private pensions, the devaluation of Social Sec…
 
Financial Entertainer Dave Ramsey tells his followers that a person should never never never take out a mortgage to buy a rental property. It's OK to get a mortgage on your first home but absolutely not on a rental property. When you follow Dave Ramsey's investing advice and use a weird thing called MATH - it is easy to prove him wrong. Thanks to t…
 
Luke Shankula is the founder and CEO of Paragon Digital Marketing, he and his team apply their expertise to get from lead generation through conversion. He leverages his background as a loan officer to identify leads and convert them into investors. His digital marketing tools include Facebook ads, Instagram, and YouTube. In this episode, Luke shar…
 
It's Friday! Today we do Q&A! 1:30 Is there a downside to a second citizenship? 20:04 Should I invest for early retirement or buy a house? 47:37 How are my crypto wages taxed as I earn them and they grow? 1:06:00 Should I cash out my Teacher's pension or keep it? 1:16:48 I make 3x money as I did 6 months ago. Am I spending too much? 1:24:27 I have …
 
As a small business owner, negative reviews can be devastating. They can deal a major blow to your confidence and, in some cases, to your bottom line. We invited two small business owners to the show to discuss this very topic. Wendy Hill Manson, Airbnb Superhost, and David Manson, Co-Founder of Blackrocks Brewery, discuss the impact of negative re…
 
Like most parents, I often wondered if my stone headed teenage daughter was listening to anything I was trying to teach her. As it turned out, she was listening and she learned some valuable lessons about life, politics, and money. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement f…
 
He is an international speaker, author, and sales leader. His three privately held staffing firms serve some of the most well-recognized brands in the United States and generate revenues of over $50M annually. Additionally, he is the creator of "The Sales Blog", one of the most respected online sales resources enjoyed by thousands of readers global…
 
Life gets busy when you have a new baby, so Chris Hutchins is on a quest to learn all the hacks, optimize his life, and share what he’s learned with you in his new podcast, All the Hacks. The goal of the podcast is to help listeners upgrade their lives by living more exciting, fulfilling lives without spending a lot more money and optimizing it all…
 
Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. Kraig Strom, the host of Personal Pension Radio, is focused on helping you pack your bags for both halves of the retirement journey. Kraig's…
 
Today on Earn and Invest we talk about the American dream. With the current social upheaval and call for not only equality but equity, there is much talk of what it takes to be successful in our country in a post pandemic world. The gap between the rich and poor is ever growing, yet there are still those who come to this country in search of the Am…
 
#313: Do you know the unspoken rules about how to get ahead in your workplace or industry (and as a result, how to earn more)? Unspoken rules, and the corresponding social norms, create a major impact in how we’re perceived in the workplace -- and therefore how often we’re promoted. But these rules are rarely taught. Managers expect us to understan…
 
Life insurance is one of the most important and versatile financials tools; however, people often make these three life insurance mistakes. Thanks to the death of private pensions, the devaluation of Social Security benefits and other undeniable retirement factors such as inflation and increased taxes, America is now in a retirement income crisis. …
 
Maximum Retirement income does not happen with a product. Investments, annuities, real estate, life insurance, or crypto by themselves will not get you to your maximum retirement income number. It requires a thorough understanding of the economics related to retirement income vs accumulation. Thanks to the death of private pensions, the devaluation…
 
Tune in for the final episode of season 1 this week as we talk all things friendship, careers, and the grief and gratitude we’ve experienced through COVID-19. We discuss the importance of being in integrity with your inner wisdom and celebrating who you are. Don’t miss this wonderful episode for the season finale, and I can’t wait to be back with y…
 
This is the “Know Better, Do Better” series born from the countless conversations two CERTIFIED FINANCIAL PLANNER™ professionals, Lauryn Williams and Chloé Moore, have about the trendy narratives and clickbaity articles that make it hard for them to help their clients. They want to help you gain financial confidence and clarity to control your dest…
 
Want the secret to life with student loans? Join me as I talk with senior consultant Lauryn Williams on seven key life goals that should take priority over your student loans, whatever your circumstances in life. That’s not to say you should let your loans go into default while going after your goals, but we don’t recommend you sacrifice your dream…
 
We have all heard the saying "home is where the heart is" but that's not really true. Home is where the equity is. All of your hard earned equity is essentially cash inside the walls of your house and , depending on the state you live in, that cash equity may be vulnerable to creditor attack. Thanks to the death of private pensions, the devaluation…
 
After doing this show for the last 5 years, I’ve heard from a lot of people that say they feel like a complete financial disaster. They are making good money, but they are disappointed with what they have to show for it. Our guest today has dedicated his life to fixing financial lives just like this and helping to transform them into millionaires. …
 
Back in another installment of ChooseFI’s Households of FI series are Troy and Lindsay. In episode 241, Brad helped them calculate their FI number, but Lindsay is a teacher with the potential to earn a pension. In this episode, they touch base with Grumpus Maximus to discuss the health of their pension. While the conversation is geared toward the h…
 
What can a documentarian teach you about selling yourself and the role of money in your life? Find out from Travis Shakespeare, Robyn Symon, and Adam Carroll as they discuss the making of their films and documentary making in general. Plus a community segment about taxing dividends.
 
Your doctor will never be able to care more about the well being of your family than they do for their own. Your CPA cannot care more about your tax situation than you. The police will not care as much as you do about the safety of your family. The same goes for your financial planner or attorney. I'm not saying that this is a license for your advi…
 
When someone owns valuable asset such as real estate or a business and dies without a properly funded revocable living trust, their survivors are headed to probate. If the deceased owned assets in multiple state and had no estate plan or only a will, the survivors will need to open probate in multiple state. This is also called ancillary probate. T…
 
It's the age-old question ... Can money buy happiness? Joe Saul-Sehy, Host of the Award-Winning Stacking Benjamins Podcast, joins us to help answer this question. There may not be a right answer, but the three of us explore it anyway. What do you think? SHOW RESOURCES Stacking Benjamins Podcast: https://www.stackingbenjamins.com/ Voicemail: http://…
 
Former Pro-Athlete, Spencer "Big Coach" Conley, speaks life and encouragement to our listeners as he explains the challenges he has overcome as a dyslexic being a sought out to encourage anyone who will listen that they can live purposeful lives. Tune in as he shares how with the Too Driven Mindset, we all have the opportunity to do and be anything…
 
A while back, someone commented that I often rant about Dave Ramsey on my show. I wondered at the time if I should curtail my emoticon and I decided to keep speaking my mind and being who I am. Today, I share yet another example of someone hurt by Dave Ramsey's bad financial entertainer advice. Dave Ramsey says that permanent life insurance is alwa…
 
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