Najlepsze podcasty z kategorii: Retirement Savings (2024)

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8 Powerful Reasons to Start Saving Now | Ep 82 22:39

5d ago22:39

22:39

In this episode, I discuss the importance of saving for retirement and how to ensure you have enough money when you retire. This episode outlines practical steps to manage money, eliminate unnecessary expenses, and build a robust saving habit. I also highlight the importance of having an emergency fund, paying down debt, and preparing for unforesee…

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Ep 81 Why A Money Routine Leads to Budgeting Success 17:48

12d ago17:48

17:48

Why A Money Routine Leads to Budgeting Success In this episode, the host explores the secret to budgeting success—a consistent money routine. Listeners struggling to make their budgets work will discover how a structured approach to money management can transform their finances. A money routine is about more than just paying bills; it’s a weekly co…

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Ep 80 A Journey of Financial Discipline and Growth With Alexandra Dotcheva 24:40

19d ago24:40

24:40

During this guest episode, I am lucky to interview Alexandra Dotcheva, who shares her transformative journey from an immigrant violinist to a financially independent real estate investor. She discusses the challenges she faced during the 2008 financial crisis, the pivotal shift to a nursing career for stability, and achieving financial success thro…

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Ep 79 Shift from Emotional to Intentional Spending for a Worry-Free Retirement 18:58

26d ago18:58

18:58

In this episode, I discuss the emotions tied to spending and their impact on not only achieving financial goals, but making impactful decisions. I share a client story demonstrating the importance of identifying personal values to forge a positive relationship with money. You will learn practical tips like aligning purchases with their values and m…

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Ep 78 | 3 Ways to Make Sure You're On Track to Retirement 19:38

1M ago19:38

19:38

To have a happy and successful retirement takes more than just enough money. In this episode, I discuss three common retirement gaps that could lead to disappointment and boredom in retirement. Beyond the financial side, it’s essential to plan for your dreams, desires, goals, and hobbies. These gaps can greatly impact the quality of your retirement…

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Ep 77 Can You Afford Retirement? Debunking the Myths Holding You Back 17:11

1M ago17:11

17:11

Will I run out of money in retirement? It’s a question many people ask in one form or another. In today’s episode, I explore why this question lingers in your mind and how you can shift your thinking to trust that you’ll be financially secure. We’ll dive into how your past financial behaviors may be fueling this fear, and more importantly, the step…

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Ep 76 Why You Need To Stop Procrastinating and Invest in Yourself 16:36

2M ago16:36

16:36

In this episode, I explore the common reasons why people hesitate to invest in themselves and share the story of a client who waited five years before taking action, highlighting the significant impact of that delay. I also dive into the concept of opportunity cost, the advantages of compound interest, and strategies for managing debt. Additionally…

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Ep 75 The Membership Experience of Make Retirement Possible 15:13

2M ago15:13

15:13

In this episode, I share what you can expect inside of the Make Retirement Possible membership. The membership offers recorded trainings, worksheets, and a monthly live Q&A session to help members effectively plan their retirement. The experience is self-led and I share how to level up that self-led experience with support from myself, as well as h…

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Ep 74 Healing Trauma and Transforming Finances With Angela Turpin 25:44

2M ago25:44

25:44

If you’re ready to break free from the emotional and financial patterns that have held you back, this conversation is for you. Angela Turpin shares powerful insights into healing money-related trauma and offers practical steps you can take today to create a healthier relationship with your finances. You’ll discover how decluttering can clear both y…

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Ep 73 How Tracking Can Transform Your Path to a Worry-Free Retirement 17:51

2M ago17:51

17:51

In today’s episode, I dive into the importance of tracking expenses and how it is a crucial step toward retirement. Tracking helps build awareness and is essential to truly understanding your spending. It’s time to embrace tracking to better understand and improve your spending habits, but don’t make it a chore either. There are several suggestions…

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Ep 72 Wondering How to Secure Your Retirement? Here’s Your Guide to Financial Stability 16:20

2M ago16:20

16:20

Today I am exploring the idea of financial stability and specifically answering the question: What is financial stability and why is it so crucial to retirement? Are you worried about running out of money in retirement? Not having enough savings? Are you worried about health care costs? Are you worried about being able to just support yourself and …

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Ep 71 Why You Feel Unprepared For Retirement 18:42

3M ago18:42

18:42

In this episode, I discuss common reasons why many feel unprepared for retirement. The real culprit isn’t what you think it is. Learn the psychological and practical aspects of retirement as well as the steps needed to close the gap between your current financial situation and your retirement goals. 00:00 Why You Feel Unprepared For Retirement 01:3…

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Ep 70 Am I Ready to Retire? Overcoming Doubt and Building a Retirement Dream 20:55

3M ago20:55

20:55

In this episode, I dive into the idea of retirement, addressing limiting beliefs and why others perceptions are holding you back. Personal beliefs and dreams about retirement are essential to making it happen. Key points include paying off debt, exploring part-time work, budgeting, and savings. Ultimately, the aim is to help listeners plan a fulfil…

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Ep 69 Overcoming Job Loss and Managing ADHD Finances with Sherry Andrew 25:38

3M ago25:38

25:38

In this episode, I interview Sherry, an ADHD money coach. Sherry shares her journey from losing her high-stress job of 17 years to becoming a specialized coach for ADHD entrepreneurs. She discusses her 'two by four moment,' the importance of budgeting, the challenges of managing finances with ADHD, and strategies to mitigate impulse spending. The c…

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Ep 68 How My Client Learned to Spend More On Herself 18:03

3M ago18:03

18:03

In this episode I interview my client Angela, who shares her transformative experience in my signature coaching program. Angela discusses her initial struggles with budgeting, the steps she took to overcome her financial challenges, and the positive impact of coaching had on her financial habits and lifestyle. 01:26 Interview Begins 01:38 Angela's …

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Ep 67 Why Avoiding Budgets Can Lead to Missing Out 18:45

4M ago18:45

18:45

In this episode, I talk about the common misconception that budgeting is too restrictive. As I dive into this topic as so many times I have and others have, I share with you the true result my client was getting from not budgeting. Featuring insights from client experiences, I emphasize the significance of aligning your budget with personal values …

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Ep 66 Why Budgeting Isn’t Enough And What You're Leaving Out 19:12

4M ago19:12

19:12

In this episode, I discuss the common frustrations of budgeting and why so many individuals who are budgeting are not seeing success. While budgets are essential for outlining expenses and needs, they are not the action-oriented piece that drives financial progress. Listen to the episode to understand a budget’s purpose and what action pieces need …

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Ep 65 Navigating Financial Education for Children with Elizabeth Rosenberg 30:05

4M ago30:05

30:05

In this episode of the Wealthy After 40 podcast, I welcome Financial Coach, Elizabeth Rosenberg. Elizabeth is a former corporate finance professional and today she discusses her mission to empower parents to raise financially savvy children through her initiative 'Grow My Piggy'. She shares her experiences and offers practical advice on instilling …

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Interview With Denver Lobo of JT Capital a Real Estate Private Equity Firm 35:14

4M ago35:14

35:14

We talk with Denver Lobo about the intricacies of Private Equity Real Estate Financing. We discuss the differences in firms and what to look for when investing. For more information, you can contact Denver at denver@jtcapitalgroup.com or WWW.JTCAPITALGROUP.COM

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Ep 64 Should You Automate Your Finances? Pros and Cons Explained 15:26

4M ago15:26

15:26

In this episode, I explore the pros and cons of automating your finances. I cover key areas like savings, investments, and debt repayment. I also share how to set yourself up for success by having a solid plan before automating. 00:00 Introduction: Is Automation the Answer for Better Finances? 00:27 Personal Story: My Cash Envelope System 01:52 Cre…

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Ep 63 Why You Feel Broke and How to Manage Your Cash Flow Effectively 14:05

5M ago14:05

14:05

If you constantly feel short on cash, tune in to this episode to uncover whether it's more a matter of perception than reality. I'll guide you through identifying if your financial stress is driven by feelings or facts and provide actionable steps to address either situation. 00:00 Introduction: Do You Truly Lack Money? 00:27 Client Stories: Percep…

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Ep 62 Mastering the Financial Aspects of Divorce with Lisa Zeiderman 27:48

5M ago27:48

27:48

In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in New York. Lisa discusses the critical steps to prepare for a financially successful divorce, emphasizing the importance of gathering financial documentation, choosing the right attorney, and assembling …

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Ep 61 Strategies For Making Major Purchases 20:28

5M ago20:28

20:28

In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home. Using that story as an example, I provide key advice including defining your purchase criteria, understanding your financial situation, avoiding desperation, and being aware of market conditions. 00:00 Introduc…

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Ep 60 5 Steps to Becoming Your Own Financial Advisor 24:19

5M ago24:19

24:19

In this episode, I share advice and tips to becoming your own financial advisor. Key points include understanding your finances, setting clear financial goals, and managing debt. While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared, such as educating oneself on specific financial top…

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Ep 59 4 Simple Steps to Master Consistent Savings 19:12

6M ago19:12

19:12

In today's episode, we wrap up our series on savings with actionable steps for consistent savings growth and creating a personalized savings plan. Key highlights include understanding and ensuring enough funds to cover bills and spending, measuring savings progress beyond just account balances, and saving with clear intentions. Discover how to buil…

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Ep 58 Should You Pay for Your Kid's College? College Planning and Financial Strategies with Steve Mullen 26:10

6M ago26:10

26:10

In this episode, we welcome public relations professional and podcaster Steve Mullen. Steve shares insights from his podcast 'Caregiving Gen X Style,' which he co-hosts with his wife, and also discusses his family's approach to financing their children's college education. The episode emphasizes the importance of budgeting, financial planning, and …

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Ep 57 Mastering Retirement Savings Strategies for Solopreneurs with Financial Expert Sean Mullaney 21:59

6M ago21:59

21:59

This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefits of a Solo 401k for solopreneurs looking to save for retirement. Sean, also known for his FITaxGuy blog, shares his expertise on how self-employed individuals can effectively plan their retirement sa…

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Ep 56 How To Bridge the Retirement Savings Gap - Strategies to Catch Up and Thrive 23:18

6M ago23:18

23:18

Feeling behind on retirement savings and worried you will never be able to retire? This episode is for you. In this episode, I cover the following topics: How to define your retirement gap Five strategies to help close the gap and find success Importance of budgeting to achieve retirement Money fears that may be holding you back Let’s Connect! Are …

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Passive Real Estate Investments With Christopher Price of Boost Wealth Fund 30:05

6M ago30:05

30:05

We speak with Christopher Price managing Partner with Boost Wealth Fund about passive real estate investing. They talk about their system and what people should be concerned with when looking for passive Real Estate Investments. You can reach out to Chris at Email: Chris@boostmycapital.com Website: https://www.boostmycapital.com/ Free Webinar: http…

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Ep 55 Learn to Maximize Your Health Savings Account with Expert Guest Rizek Housari 26:52

6M ago26:52

26:52

This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Savings Accounts (HSAs). The episode emphasizes the HSA's role not just for immediate medical expenses but as a critical part of a comprehensive financial and retirement strategy. In the interview Rizek…

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Ep 54 How to Select the Best Performing Savings Account for Your Financial Goals 20:16

7M ago20:16

20:16

Today, we're diving into the world of savings accounts and uncovering the best options to match your financial aspirations. In this episode, I cover the following topics: Various savings account options and how to choose which aligns best with your goals Understanding the importance of defining your goals and prioritizing them to create an effectiv…

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Ep 53 How To Create a Savings Plan With Purpose and Definition 17:48

7M ago17:48

17:48

This episode will help you create a successful foundation for your personal savings plan. Learn how to focus on your why and how to determine specific purposes to help you define the need for savings Hear relatable stories illustrating the impact of not saving and how it perpetuates financial struggles Explore common myths about saving and why they…

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Ep. 52 Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch 40:34

7M ago40:34

40:34

Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch Guest Richard Hirsch has been involved in the medical alert system industry for approx. five years currently the Chief Marketing Officer of UnaliWear. They are the makers of the most innovative medical alert system in the industry. Rich also has a 94-year-old mother living…

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Ep 51 Your Successful Retirement Can Be Found Beyond the Numbers With Craig Colvett 26:08

7M ago26:08

26:08

Craig Colvett, co-founder of Coach360, is a life and leadership coach from Denver, Colorado. He focuses on helping people effectuate change to better themselves whether that is in their career, personal relationships, mental health, time management, or transition periods. Through his two decades of experience in the financial sector, Craig has esta…

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Ep 50 Reflection and Five Bite-Sized Strategies for Financial Empowerment Today 25:05

8M ago25:05

25:05

We’re celebrating 50 episodes!! And top 10% of all podcasts globally! I chose the number 5 in celebration of today’s episode. 5 things I wish my younger self knew and the beginning of my finance journey AND 5 pieces of advice for listeners to take action with today GIVEAWAY: I am giving away one spot to my 4-month signature program, the Financial F…

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Ep 49 How to Navigate Life's Financial Maze with Literacy Knowledge 23:45

8M ago23:45

23:45

Today’s episode is all about Financial Literacy! Financial literacy is the combined knowledge and skills required to make responsible and informed financial decisions that contribute to a sense of financial security and well-being. Knowledge of financial concepts like saving, investing, spending and borrowing is the foundation of financial literacy…

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Exploring Non-Recourse Mortgages for IRA-Owned Properties With Gary Mobbs from SouthStar Bank 26:23

8M ago26:23

26:23

Investing in real estate through Individual Retirement Accounts (IRAs) has become increasingly popular among savvy investors seeking to diversify their retirement portfolios.However, when it comes to financing these investments, traditional mortgages may not be an option due to IRS regulations. Non-recourse mortgages offer a potential solution, all…

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Ep 48 Co-Investing in Real Estate for Passive Income With Frank B. Hanna 24:14

8M ago24:14

24:14

Real estate investment, particularly in passive income options, offers a pathway to financial freedom for individuals of various backgrounds and stages in life. By leveraging strategic partnerships and innovative platforms, investors can access high-end real estate opportunities while minimizing risks and maximizing returns. Benefits of Passive Inc…

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Ep 47 - 8 Reasons You're Struggling with Budgeting 20:01

8M ago20:01

20:01

In today’s episode, I share and discuss 8 common struggles and hurdles people face when learning and trying to move forward with budgeting. Eight (8) Common Struggles: Lacking goals and direction Tracking tool or method No element of fun Not spending enough time Not being flexible Not being realistic Not including partner/spouse No accountability G…

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Ep 46 How to Increase Financial Stability for a Solid Financial Foundation 21:06

9M ago21:06

21:06

In today’s episode, I dive deeper into Financial Stability and how to create and build that foundation. Specifically we’ll focus on: How to avoid being financial fragile A different look at savings How to create “emergency fund” savings Preparing for a solid financial future Get all your questions answered!! 🌻 Send me your question through DM on In…

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Maximillian Pace discusses using algorithms for Bitcoin Trading and the halving of Bitcoin 25:44

9M ago25:44

25:44

Animus Technologies CEO Maximillian Pace discusses their approach to Bitcoin trading using their custom algorithm and explains the upcoming halving of Bitcoin plus their flexible account process. For more info email peter@checkbookira.com

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Ep 45 How Understanding Financial Freedom Levels Can Accelerate Your Financial Journey 22:26

9M ago22:26

22:26

In today’s episode, I talk about Grant Sabatier’s Financial Freedom Levels Specifically we’ll focus on: The 7 Levels of Financial Freedom Definition of Each Level Action Steps to Move to the Next Level Determining What Financial Freedom Means To You If you’re a reader or audiobook listener, grab the book Financial Freedom A Proven Path to All the M…

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Interview With Chris Quintana 23:51

9M ago23:51

23:51

Interview with Chris Quintana where she highlights her Financial Freedom Formula , Reducing Taxes on ROTH conversions plus a number of other estate planning and wealth building strategies.

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Ep 44 Caregiving Chronicles: Stories of Financial and Physical Care 29:50

9M ago29:50

29:50

Caregiving Chronicles: Stories of Financial and Physical Care In today’s episode, we talk with guest Danielle Muira, who recently found herself in a primary caregiving role. Listen to her story as she shares the rewards, effects, and advice she is now giving being on the flip side of this caregiving journey. To connect with Danielle follow these li…

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Ep 43 Why Understanding Debt is Important to Your Financial Journey 20:05

9M ago20:05

20:05

In today’s episode there are two questions we will be discussing and answering for you today. What is debt and what is debt management? Specifically we’ll focus on: Tips to manage your debt You choose that the payment will work How much debt to take on What types of debt What “things” are you willing to purchase with credit We’ll also talk about a …

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Ep 42 Debunking Debt Myths For Financial Freedom 16:22

9M ago16:22

16:22

In today’s episode we will be debunking myths and beliefs you may have about debt. The three for today’s podcast are: All debt is bad Debt should be avoided at all costs Debt is forever. If you are on a journey to pay off debt and handle debt, it’s important that you create your own rules around debt. Get all your questions answered!! 🌻 Send me you…

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Ep 41 Change Your Mindset Around Debt to Find Freedom From Debt 15:21

10M ago15:21

15:21

Today’s episode is about looking at debt differently. Most of the time we are stuck looking at it and just want to get rid of it. This may be doing more harm than good. Have you ever heard the statement, “can’t see the forest for the trees?” Specifically in this episode, we’ll cover: How to stop letting debt keep us financially stuck What is a debt…

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Ep 40 Soul Based Financial Planning with Dee Dee Baze 25:26

10M ago25:26

25:26

Today’s episode is with a wonderful guest from math teacher to financial advisor to enrolled tax agent. Listen to her amazing story and how she supports women in all financial situations. Soul Based Planning Saving for retirement “late” to the game Taxes in retirement and things we should know Dee Dee Baze and Alphemita Financial Services Connect w…

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Ep 39 Embracing Your Financial Journey with a Growth Mindset 20:13

10M ago20:13

20:13

Today’s episode is about helping our minds have a fresh start. Gaining clarity with numbers and vision will need our minds in the right space. Learn how to make that mindset shift from negative to positive as you head toward your financial vision. Discover what negative thoughts may be holding us back How to restate those thoughts and commit to cha…

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Ep 38 Crafting Your Future Financial Vision With Clarity - A Client Case Study 13:22

10M ago13:22

13:22

During this episode, we’ll talk about creating a vision for your future. This future will more than likely be dependent on money. We dive in deeper to setting goals to get to the dream, your financial future, and the action steps for momentum and success. I also share a client story to demonstrate the application of each step. (Part 2 of 3) Topics …

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