Podcast Episodes

Making Your Wealth Have a Purpose with Derrick Kinney

Episode 216

Long term investing and saving is key to building wealth and financial independence. However, that wealth should also have meaning to you. Aligning your financial goals with a cause that resonates wi…

Published on 10 months ago

Purchasing a Business with Karl Maier

Episode 215

Lots of people dream of owning their own business. They have that entrepreneurial itch that needs to be scratched. But most start-up businesses fail because they are hard to get started and grow.

But…

Published on 10 months, 2 weeks ago

Promoting Financial Literacy with Aaliyah Kissick

Episode 214

Financial literacy is an important part of anyone's education and should start before the student graduates from high school. In Episode 151, I talked with Jake Cousineau on how he teaches it to high…

Published on 11 months ago

Demystifying Money with Misty Lynch

Episode 213

Achieving financial freedom and meeting long term savings goals like retirement can seem beyond reach. This is often because the concepts of personal finance and investing can seem mystifying, or tha…

Published on 11 months, 3 weeks ago

Laying Out Your Retirement Plan with Stephen Kates

Episode 212

We all hope to retire some day. The thought of being able to do what you want with your life without having to worry about having the money to pay the bills is the very essence of financial freedom.

Published on 1 year ago

The Personal and Business Mindset with Justin Buonomo

Episode 211

Many people dream of starting their own business and being their own boss. It is something they built and can be their legacy. But most businesses fail at some point; it's only a matter of time.

To i…

Published on 1 year ago

Writing Your Money Narrative with Amy Cook

Episode 210

A big part of achieving financial freedom is having the right mindset about money. If you don't think about money in a way that aligns with your financial goals, you will find it difficult to succeed…

Published on 1 year, 1 month ago

Understanding Social Security with Devin Carroll

Episode 209

Social Security is still an important part of any retirement plan. It acts as a good supplement to a pension or other income from IRAs or 401Ks. But how it fits in to your particular plan and when is…

Published on 1 year, 1 month ago

Understanding Stock Options with Landon Loveall

Episode 208

You may have heard about stock options in financial news articles, especially in the context of tech companies and startups. They act as a form of compensation or a benefit for employees. 

But what a…

Published on 1 year, 2 months ago

Retiring at 44 with Tony Lopes

Episode 207

Most people wait until they reach age 65 or older to retire. One of the reasons is that you can maximize your social security benefit. This makes retirement something that is far into the future.

But…

Published on 1 year, 2 months ago