Podcast Episodes
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Building Better Money Habits
Episode 56
Episode Description: At the start of a new year, you may make several financial resolutions, but to get them to stick, you first need help building b…
6 months, 1 week ago
Closing Out the Year with Clarity
Episode 55
Episode Description: Let’s close out the year together, as Elizabeth will talk about how to reflect on your year with a little bit of compassion. She…
7 months, 1 week ago
How to Handle a Year-End Investment Review
Episode 54
Episode Description: This is the perfect time of year to pause, take a breath, and check in, not just with yourself, but with your investment portfol…
7 months, 2 weeks ago
The Importance of Year-End Tax Planning
Episode 53
Episode Description: It goes without saying, but we’ll say it anyway, this is one of the most important windows for Year-End Tax Planning. We’re goin…
7 months, 3 weeks ago
5 Rules for Retirement Decisions
Episode 52
Episode Description: Let’s talk about one of the most emotional charged and often confusing parts of financial wellness which is making decisions abo…
8 months ago
A Happier, Less Expensive Holiday Season
Episode 51
Episode Description: This episode we are talking about holiday spending. Like everyone else, Elizabeth loves the holiday season, but her fervor is te…
8 months, 1 week ago
One Big Beautiful Bill Act's Impact on Estate Planning
Episode 50
Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mas…
10 months, 1 week ago
Pulling the Curtain Back on Crypto
Episode 49
Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mas…
10 months, 2 weeks ago
Life Insurance in 15 Minutes!
Episode 48
Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mas…
10 months, 3 weeks ago
(Replay) Why Life Insurance is Peace of Mind
Episode 47
Barnum Financial Group presents Master Your Money and Mindset, a client-facing podcast that helps empower listeners to master their money by also mas…
11 months ago