Podcast Episodes

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 10 months 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 10 months, 2 weeks 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 11 months 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 11 months, 2 weeks 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 11 months, 4 weeks 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 ago

Achieving Uthentic Wealth with Rob Souza

Episode 206

The word "wealthy" means different things to different people. It's more than the numbers in people's bank accounts or necessarily being a millionaire. It's more about financial independence and havi…

Published on 1 year, 1 month ago

Life Insurance Settlements with Rob Haynie

Episode 205

Life insurance is an important part of any financial plan. Your death can bring about financial hardship to those you leave behind without it. Term life provides a nice benefit for a lower premium (a…

Published on 1 year, 1 month ago

Investing for Millennials with Dan Solin

Episode 204

Millennials are somewhat the "middle child" generation when it comes to saving for retirement. Although, on average, they began saving 10 years earlier than Baby Boomers, Gen Z started at the age of …

Published on 1 year, 2 months ago

A Financial News Update

Episode 203

Although student loans continue to be a hot topic in personal finance news, there are many interesting articles and tips out there that can help you on your path to financial freedom.  These include …

Published on 1 year, 2 months ago