Podcast Episodes
Back to SearchThe 5F Formula for Financial Freedom with Edgar Zavala
Episode 232
Everyone wants to be able to retire comfortably and to achieve financial freedom, but a lot of people think that building wealth is an impossible task. They feel stuck in their 9-to-5. But as I said …
Published on 7 hours ago
Smarter College Planning for Wealth-Conscious Families with Paul Compeau
Episode 231
In light of the national student loan crisis, parents and students continue to struggle with college choice and financial aid to avoid an unaffordable student debt load upon graduation. I have dedica…
Published on 3 weeks ago
Applying Lessons from the Army to Finance with Joshua Brooks
Episode 230
Serving in the military can teach you many things: discipline, the importance of service, focus, and the determination to carry out goals. But who would have thought that it would also teach you the …
Published on 1 month ago
Solving the Retirement Lifestyle Puzzle with Jeffery Panik
Episode 229
When people think about retirement, they mostly look at whether they can afford it. They plan out long term savings and hope that when they get to their golden years, that money will be enough. But h…
Published on 1 month, 2 weeks ago
The Benefits of Being in a Credit Union with Grant Gallagher
Episode 228
Most people have a checking account with a traditional bank, while a majority of those also have savings accounts. But what about credit unions? Should some people use those rather than traditional b…
Published on 2 months ago
Avoiding Probate Nightmares with Cameron Zabko
Episode 227
Having an estate plan is very important. It ensures not only that your legacy is protected, but that you've planned for disruptions in your health and well being while you're alive. It's part of maki…
Published on 2 months, 2 weeks ago
Handling Inherited Wealth with Chase Collins
Episode 226
According to research done by the authors of the book *The Millionaire Next Door,* 70% of American millionaires are first generation. This means that in most instances wealth is not being effectively…
Published on 2 months, 4 weeks ago
Creating Your Income Snowball with Tanisha Souza
Episode 225
There are only so many hours in a day, and sometimes, even with a second job, it can be hard to make enough money to achieve financial freedom for yourself and your family. One way to get past this …
Published on 3 months, 2 weeks ago
Breaking Free from the Financial Treadmill with Bill Westrom
Episode 224
No matter how hard they try, a majority of Americans are living paycheck to paycheck, and even more don't feel secure with money. With no money left over after the bills are paid, it makes it nearly …
Published on 4 months ago
Getting Your Kids Saving Early with Timothy Smith
Episode 223
The sooner kids learn about financial literacy the better. They have a greater chance of maintaining financial freedom and independence in their adult lives. But this goes beyond budgeting, spending,…
Published on 4 months, 2 weeks ago