Najlepsze podcasty z kategorii: Family Wealth (2024)

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So why has your home and auto insurance gone up? Well .. it's complicated. 34:20

2d ago34:20

34:20

According to CNBC, the average cost of auto insurance rose more than 25% this year. In some states, that number was 40%! Many homeowners saw double-digit premium increases this year, too. So, what's going on? It's not just inflation driving up costs; it's more extreme weather patterns for homeowners and more accidents and more complex cars for driv…

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This one thing is the cheapest and first line of defense in your cybersecurity protection 30:41

17d ago30:41

30:41

It's estimated there are 2200 cyberattacks every day and that's likely under-reported. You see the headlines of hackers getting into government departments, email servers and demanding ransom payments. But the notion breaches are coming from guys sporting hoodies, living in dark basements and hacking into the FBI is largely the stuff of Hollywood. …

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Understanding inflation. From straw hats and wearable technology to GDP and CPI. 18:53

1M ago18:53

18:53

While financial planners tend to be prudent and make evidence-based decisions on the wealth management side, we'll take $50 to Vegas that you didn't know this one; the consumption of straw hats was a marker for inflation in the early 1900's. Today, those markers include everything from computers and cars to clothes and cell phones. Inflation has be…

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The gifts of asset protection and estate planning: explaining wills, trusts and probate. All bets point to you having at least one asset tied up in probate 37:36

2M ago37:36

37:36

'I'm going to see my estate attorney later today' would likely come across as a very bougie thing to say to your next-door neighbor as you cross paths mowing the yard on a Saturday. Yes, 'estate planning' has an air to it of gated mansions, manicured lawns, and brick-paved driveways but the truth is, if you own any home and have some savings, you h…

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If your retirement script isn't written, a leading expert and MIT say - that's okay 23:28

2M ago23:28

23:28

The MIT Age Lab says we have a 'longevity paradox' which actually derives from a good thing. What has humankind tried to achieve since the beginning of time on earth? Extend our time on earth. Now that we're living longer, research shows we don't really know what to do with all the extra time. MIT has created a model of 4 phases of life divided int…

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Navigating college costs: are you a Chevy, a Honda or BMW? 35:38

3M ago35:38

35:38

Sociologists tell us our cars depict our personalities, our likes and even our values. Well, a premiere college advisory expert wants you to think about the type of car you are when thinking about college for you or your kids. It makes sense if you think about it; do you want a university with some pizazz, a little glitz and glamour? Or is that col…

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Want a raise or a new car? How not to negotiate against yourself 24:21

3M ago24:21

24:21

Our podcast host and founder of Keeler and Nadler, Andy Keeler, comes clean in the episode too. As you'll find out and come to know, Andy collects and loves old cars. Well, a recent negotiation to sell one didn't go so well. Enter - Kwame Christian. Actually, Andy's example is just one of many discussed in this episode. Kwame hosts the #1 negotiati…

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To snag those travel deals and save money on vacations, you have to do one thing 34:25

4M ago34:25

34:25

That one thing to find deals on travel is simple - put in the work. But don't worry, not only do we have a guide to finding those deals in this episode, we have a guide at Keeler and Nadler. CFP, Jessica Hultberg, has been snagging travel deals since she was in college and for years since on flights, vacations and hotels. She loves this stuff! She …

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Gold: bullion blunder or hopeful hedge for your investments? 24:51

4M ago24:51

24:51

We've all seen the commercials on cable TV, heard them on the radio and yes, there are even podcasts dedicated to investing in gold. In those :30 commercials, the verbiage often goes something like this, "Protect yourself against the churn of world events and the up-and-down stock market with safe, secure precious metals like gold..." So, should yo…

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How to win friends, avoid impulse buys and influence yourself - using 'Decision Architecture' to optimize outcomes 23:14

5M ago23:14

23:14

If you have ever had buyers remorse or felt guilty after eating that bowl of ice cream before bed, Episode 4 of Financial Opportunities Uncovered is a must listen. Join us as our guest, Dr. Drew Hanks, Associate Professor of Human Sciences at The Ohio State University, explains how we can prevent ourselves from making decisions we might later regre…

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Ep 27 Am I ready to start investing? The 5 things you should have in place before investing 31:53

5M ago31:53

31:53

Lets be friends : Join our Facebook community @ Investing Well Podcast Community Episode 27: "Am I Ready to Start Investing? The 5 Things You Should Have in Order Before Investing" In this episode, we tackle a question many aspiring investors face: "Am I ready to start investing?" Whether you're eyeing lucrative opportunities in vacation rentals, o…

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Should you buy, sell or re-balance as the Dow keeps breaking records? (Hello 40K!) History gives us a guide. 24:42

6M ago24:42

24:42

In 1924, the Dow Jones Industrial average hovered around 90 much of the year. That's not a typo. Fast forward 100 years and it broke 40,000 a few weeks ago. It's a number that moves markets, captures worldwide headlines and can even shape political campaigns. And yet, the Dow is only comprised of 30 companies. 30 LARGE companies but 30 nonetheless.…

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From burpees to 'Blue Zones', let's celebrate May as Women's Health Month 25:22

6M ago25:22

25:22

Mollie Steiner knows a lot about health, fitness and longevity to life. She also knows a lot about being grateful for all three. She's an amazing athlete herself and has motivated and taught thousands of people in fitness classes over the years. Today, she brings her knowledge, energy and vision to the City of Dublin as Recreation Administrator for…

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Ep 26 The Magic Formula - The truth around creating and manifesting the life you want with Jenni Byrd Grier 41:54

6M ago41:54

41:54

Grab our FREE 30 day Investing Well workbook & Join our FREE 10-day financial declutter journey on Facebook 🎙️ Episode 26 - The Magic Formula - Manifesting Your Dreams with Jenni Byrd Grier Welcome to Episode 26 of the Investing Well Podcast! I’m thrilled to have you join me as we explore the power of manifestation and creating the life you desire.…

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Ep 25 - Getting back on track when you get detailed - A must listen if you have found yourself stuck or off focus of your goals 22:21

7M ago22:21

22:21

Grab our FREE 30 day Investing Well workbook & Join our FREE 10-day financial declutter journey on Facebook 🎙️ Episode 25 - Getting Back on Track When You Get Derailed In Episode 25 of the Investing Well Podcast, join me as we dive into the essential topic of staying on course when life throws you a curveball. Has life ever just shown up and caused…

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Are you making a $28,000 tax mistake? 24:30

7M ago24:30

24:30

Can you believe back the in the day, I'd fill out a tax return with a No.#2 pencil first and snail mail it back to the IRS? Okay, I'm not ancient but I have a little gray hair and that's a good thing because I've seen a couple of decades worth of financial planning do's and don'ts. I'm Andy Keeler and I lead Keeler and Nadler Family Wealth and we'r…

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Ep 24 Creating Healthy Sustainable Weight Loss 39:02

10M ago39:02

39:02

Ready to start Investing Well in your entire life. Join our community, we make it easy to get started, regardless if you want to drop weight and be healthier, get financially fit, or better your relationship with your spouse or God, we got you. Click Here to check it out! Hey everyone, welcome back to another episode of the Investing Well podcast! …

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Ep 23 -Surviving vs Thriving -You were meant for more! 15:11

10M ago15:11

15:11

Before we jump in I want to personally invite you to come check out our Investing Well Community. A community designed to help you not just reach financial freedom but truly live the life you want. A life a fulfillment in your faith, fitness and family. https://www.startinvestingwell.com/jointhemovement Hey there! Get ready for Episode 23 of our po…

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New Year New Mindset & Why 2024 is going to be amazing 18:28

11M ago18:28

18:28

Did you hear the news? Investing Well is Now has a community membership where you can grow financially, relationally, physically and spiritually. With Workshops lead by top financial advisors, family life and marriage counselors, nutritionist, group trainers and daily devotions, there is no better place to grow and achieve your goals in 2024! JOIN …

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Ep. 21 - Doing this ONE things can add 10 Years to your life! 8:13

11M ago8:13

8:13

Could science have found the fountain of youth? Possibly! Recently I've been doing a lot of research on why we hustle, the go-go-go mentality and why we feel as if we have to constantly be moving. This episode in less than 10 min. Debunks the idea that if we stop for a minute and rest that we will lose momentum or things will fall apart. I hope thi…

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Ep. 20- Why We Struggle to Set Goals and Achieve Them W/ Michael Mints 39:52

12M ago39:52

39:52

Welcome to another inspiring episode of the Investing Well podcast! Today, we're thrilled to have Michael Mints, an esteemed figure in the world of motivation and success, as our special guest. Michael brings a wealth of experience and insight: As an International Keynote Speaker, Michael has captivated audiences around the globe, sharing his uniqu…

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Ep 19 - 3 ways to build productivity and happiness into your Life and Business 10:41

12M ago10:41

10:41

Join us in today's episode as we delve into essential time management techniques, perfect for anyone looking to enhance their daily productivity. We'll break down three impactful strategies, each designed to help you reclaim and optimize your time: Pre-Planning Your Day: Discover the transformative power of planning your day the night before. Our h…

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Ep 18 - Healthy Habits to Get You Through the Holidays 7:56

12M ago7:56

7:56

Welcome to Episode 18 the Investing Well Podcast! Today's mini episode is all about easy and practical steps to start investing in your health during the holidays: Hydration Goals: I recommend aiming for 1 gallon of water daily, which is around 3-4 Yeti or Stanley cups. It's a simple, yet effective way to boost your health. Incremental Walking: Don…

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Ep 17 - ”Mindful Giving - Celebrating the Holidays Without Breaking the Bank” 15:54

12M ago15:54

15:54

In Episode 17 of "Investing Well," we dive into celebrating the holidays mindfully and economically. The episode begins with a discussion on the pitfalls of holiday consumerism, exploring the psychological factors that lead to overspending and how to combat them. We then shift focus to rethinking gift-giving, emphasizing the value of non-material g…

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The Power of Gratitude - Mini Episode on Deepening Your Practice 9:46

12M ago9:46

9:46

Welcome to Episode 16 of our podcast. In this mini episode, we're exploring the real-life impact of gratitude. Whether you're new to the concept or looking to deepen your practice, we've got some practical insights for you. We start off by shedding light on what gratitude actually means, going beyond the basics. It's not just about being thankful; …

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Ep. 15 - Finding your Path - The Roadmap to Financial Freedom 24:53

12M ago24:53

24:53

Join us in Episode 15 of the Investing Well Podcast, where we chart the course to achieving true financial and lifestyle freedom. Recognizing that the journey to financial independence varies for each individual, this episode is dedicated to defining a clear and adaptable path to reach your financial goals. In episode 15: Finding your Path - The Ro…

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Ep 14 : Investing in Friendships: A primary Key to Health and Well-being /becoming healthier through friendships 15:12

1y ago15:12

15:12

Welcome to Episode 14 of the Investing Well Podcast: nvesting in Friendships: A primary Key to Health and Well-being In this episode we are jumping head first into a topic that’s crucial yet often overlooked in our fast-paced world: Investing in Friendships. In this digital era, where being 'connected' is just a click away, the irony being that lon…

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Ep. 13 - If You don’t know what your dream life looks like, you will never live it / Crafting your dream life 17:37

1y ago17:37

17:37

In this episode of the Investing Well podcast, we're getting into something super exciting: how to craft and live your dream life. A core belief of mine is that, 'If you don't know what your dream life looks like, you will never live it" And that's exactly what we're tackling in Episode 13. The internet is buzzing with people searching for 'financi…

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Ep. 12.5 - Bonus Mini Episode - Creating Compound Interest in Your Marriage 4:05

1y ago4:05

4:05

Lets be friends : Join our Facebook community @ Investing Well Podcast Community Welcome to our first ever mini episode in the Investing Well podcast series! These mini episodes are all about bringing you quick, tactical ways to implement the principles of Investing Well in your everyday life. In today's bonus mini episode, we're focusing on someth…

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Ep 12 - The Debt Free Formula - The only two ways to become and remain debt free 21:28

1y ago21:28

21:28

Join me in todays episode of the Investing Well podcast: In Episode 12 "The Debt-Free Formula." We take a minute to reflect of my own journey becoming debt free. My husband and I once faced a daunting $250,000 debt, but now stand completely debt free. After years of trying every course, every quick fix, and seemingly endless strategies, I've learne…

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Ep. 11 - Avoiding Shiny Object Syndrome -3 proven ways to help you avoid getting derailed on your road to success 19:44

1y ago19:44

19:44

In Episode 11 of our podcast, 'Avoiding Shiny Object Syndrome,' we tackle the common challenge of staying focused on our path to success without being sidetracked by new and exciting ideas. 'Shiny object syndrome' can derail us from our main goals, but fear not, we have three proven strategies to help you navigate these distractions and keep your e…

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Ep 10 - Escaping the Debt Cycle: Building Long-Term Wealth through Real Estate / How to use Real Estate to build equity and get out of debt 47:19

1y ago47:19

47:19

Welcome to Episode 10 of the Investing Well Podcast! In this insightful and thought-provoking episode, we delve deep into the intricacies of two crucial financial realms that impact each and every one of us throughout our lives: the debt cycle and the equity cycle. These cycles are the backbone of our financial ecosystem and play a significant role…

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Ep. 9 - He went from broke and bad credit to multiple 6-figures and 3 homes 25:56

1y ago25:56

25:56

Welcome to Episode 9 - today we're going to talk about something that can make or break your journey to financial freedom - and that's perspective. Now, there's a famous saying that goes, 'people overestimate what they can do in one year and underestimate what they can do in five.' And I truly believe that most people don't lack vision; they lack t…

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Ep. 8 - Generating an additional $50k this year / financial freedom / generating wealth / streams of income 19:41

1y ago19:41

19:41

Imagine if instead of relying on one income stream (or one cup, so to speak), you built a tower where each layer catches and multiplies your earnings, just like in a cascading champagne tower. That's what Episode 8 is all about! Many folks see their income as a single cup, refilling only when it's empty. But what if we could pour our efforts into m…

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Ep. 7 6 Principles of Financial Security 23:09

1y ago23:09

23:09

In Episode 7 We discuss the major distinction between financial freedom and the foundational necessity of financial security. It's a common misconception to chase after the dream of financial freedom without first grounding oneself in the stability that only financial security can provide. However, You cannot reach financial freedom until you reach…

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Ep. 6 Building Bonds That Last: Investing in Your Family /Relational investing / Family 22:47

1y ago22:47

22:47

Episode 6 brings to light the most invaluable investment of all: the bonds we build with our family, especially our children. Just as with financial endeavors, relationships have their own form of compounding interest – the more time and genuine effort we pour in, the richer and deeper the bond grows over time. In this heartwarming episode, I delve…

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Ep. 5 - Why Tactics Trip You Up and Principles Push You Forward 31:26

1y ago31:26

31:26

In this enlightening episode, we have the pleasure of speaking with none other than Jordan Sheik. Besides being my wonderful husband, Jordan is a powerhouse in the Business and finance realm, With years of experience under his belt, Jordan has been instrumental in spearheading LEAN process improvement and fostering growth in multiple organizations.…

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Ep. 4 - Calculating your Financial Freedom Number / How much money do you really need to be Financially Free 26:17

1y ago26:17

26:17

Welcome to another episode of "Investing Well." Today, we're diving deep into a topic that resonates with many on their journey to financial independence: Finding your Financial Freedom Number. But here's the twist - it's not just about the digits in your bank account. For many, the term "financial freedom" conjures up visions of enormous wealth, l…

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Ep. 3 - You can’t learn to win by failing - Redefining Victory: The Mile Marker Approach to Winning / Goal setting / self development / how to create massive action in my life and business 20:48

1y ago20:48

20:48

Ever set a grand, awe-inspiring goal only to find yourself lost and defeated before you even begin? In this episode of "Investing Well", we’re peeling back the layers on one of the most common misconceptions: that setting a goal is enough. Dive deep as we uncover the real reason many of us falter despite our ambitions. Spoiler: It's not because you…

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Ep. 2 - Navigating success: The two must-haves in your life and business to actually achieve what you want / business / self development /family / relationship 28:57

1y ago28:57

28:57

Are you on the path to success or still searching for the trailhead? If you ever felt lost in the vast landscape of business and life, having these two, yet mighty tools in your life and business make the difference between reaching your destination or not. In this episode I discuss the two non-negotiable tools for your journey - a map and a compas…

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Ep 1: Why some people succeed while others fail / 28:10

1y ago28:10

28:10

Title: The Slight Edge: Making Choices that Shape Your Destiny In this episode of "Why Some People Succeed While Others Fail", we delve into the transformative concept known as 'The Slight Edge'. Often, success or failure doesn't result from one grand gesture, but from the accumulation of daily choices made over time. The Slight Edge principle posi…

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Trailer: Investing Well: Creating financial freedom while investing in what matters most 6:13

1y ago6:13

6:13

Trailer: Investing Well: Creating financial freedom while investing in what matters most Welcome to our trailer, sneak-peak episode of "Investing Well," a podcast that's about to redefine how you think about investments. We're excited to embark on this journey with you, and in this trailer, we want to give you a sneak peek into what "Investing Well…

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Episode 106 - How Your Choice of Business Entity Affects Your Tax Obligations...Part 2 9:12

2y ago9:12

9:12

Along with personal liability protection, record-keeping requirements, and how you plan to finance your operation, one of the main factors to consider when choosing an entity structure for your business is deciding how your want your company taxed. Your choice of entity will not only determine the rate at which. your business is taxes, as well as h…

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Episode 105 - 7 Issues to Consider When Purchasing Disability Insurance 10:18

2y ago10:18

10:18

If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or injury, disability insurance is your answer. However, you need to make sure you are getting an insurance policy that will meet your needs and not waste your money. Today, your host, Becky Easton, covers 7 issues to con…

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Episode 99 - How Your Choice of Business Entity Affects Your Tax Obligations - Part 1 10:22

2y ago10:22

10:22

Along with personal liability protection, record-keeping requirements, and how you plan to finance your operation, one of the main factors to consider when choosing an entity structure for your business is deciding how your want your company taxed. Your choice of entity will not only determine the rate at which. your business is taxes, as well as h…

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Episode 98 - How to Manage Your Digital Accounts After Your Death - Part 3 12:51

2y ago12:51

12:51

If you have preferences about what happens to your digital footprint after your death, you need to take action. Unless you've planned ahead, some of your digital accounts survive indefinitely, while others automatically expire, and others have specific processes allowing you to name individuals who may have access to manage your accounts. In this w…

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Episode 92 - 10 Pitfalls to Avoid With Your Company's Legal Agreements...part 2 14:36

2y ago14:36

14:36

Despite the critical role agreements play in a company’s success, far too many business owners fail to take their agreements seriously. Whether it’s winging it by creating your own agreements or using cheap, do-it-yourself (DIY) legal documents you purchase online, failing to treat your legal agreements with the respect they deserve can seriously c…

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Episode 91 - How to Manage Your Digital Accounts After Your Death...part 2 14:14

2y ago14:14

14:14

Following your death, unless you’ve planned ahead, some of your online accounts will survive indefinitely, while others automatically expire after a period of inactivity, and still others have specific processes that let you give family and friends the ability to access and posthumously manage your accounts. Last week, in part one of this series, y…

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Episode 88 - What Should You NOT Keep In Your Safe Deposit Box? 12:20

2y ago12:20

12:20

Hot on the heels of Episode 87 on what you SHOULD keep in your safe deposit box, your host, Becky Easton now discusses a few of the things you should NOT keep in your safe deposit box. Sourced from this Kiplinger.com article. Support this podcast at — https://redcircle.com/family-wealth-and-other-musings/exclusive-content…

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Episode 87 - What Should You Keep In Your Safe Deposit Box? 17:02

2y ago17:02

17:02

With digital records and cloud storage becoming the norm, the bricks-and-mortar safe deposit box might seem outmoded. But don’t rush to declare the safe deposit box a relic of the past just yet. Listen in as your host, Becky Easton discusses 11 things you SHOULD consider keeping in your safe deposit box. Sourced from this Kiplinger.com article. Sup…

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