Podcast Feed

5 Steps to Becoming a Millionaire!

5 Steps to Becoming a Millionaire!

Have you ever wanted to ask a millionaire how they built their wealth? In this episode, we asked and they answered! We work with hundreds of financia…

Top 3 Money Traps to Avoid By Age!

Top 3 Money Traps to Avoid By Age!

A big part of our job as financial advisors is protecting people from making bad behavioral mistakes with their finances. Knowledge is power! In this…

3 Reasons Why Americans Are Still Broke!

3 Reasons Why Americans Are Still Broke!

With the financial tools accessible to Americans today, we believe anyone can build wealth and set himself up for a better life. Even so, 60% of peo…

What Wealth Looks Like By Age! (Are You Actually Wealthy?!)

What Wealth Looks Like By Age! (Are You Actually Wealthy?!)

What does wealth look like? It depends on a lot of factors including your age, lifestyle, and savings rate. So, how do you know you're on the right …

3 Signs You're Ready to Live Like No One Else!

3 Signs You're Ready to Live Like No One Else!

Ever wish you had permission to spend guilt free? As financial advisors, people expect us to advise on saving money and spending less, but one of …

Will The SECURE Act Negatively Impact Your Finances?

Will The SECURE Act Negatively Impact Your Finances?

On December 20th, a big piece of legislation was passed called the SECURE Act. It will affect retirement, IRAs, taxes, and more! Don't worry, in this…

How and When to Hire a Financial Advisor

How and When to Hire a Financial Advisor

Navigating the world of fee structures, letter designations, and financial strategy can be daunting. In this episode, we take the guesswork out of th…

Financial Advisors React to Old Financial Advice!

Financial Advisors React to Old Financial Advice!

After a decade of hosting a financial show (and working in finances for even longer,) what advice has changed or shifted over the years? In this epis…

How To Make Money In 2020 by Predicting The Future!

How To Make Money In 2020 by Predicting The Future!

In this show, you'll learn how to capitalize on financial predictions and recognize bad predictions when you see them. There are many reasons to be e…

How to Make a Smart Car Purchase in 2020
Car

How to Make a Smart Car Purchase in 2020

Cars are necessities for a lot of us, but they can easily become one of your biggest financial mistakes. In this episode, we'll teach you our best ti…

How to Invest Your Money in 2020

How to Invest Your Money in 2020

Knowing where to invest your time, money, and attention can be challenging. We get it! In this show, we breakdown the most valuable investment strate…

Average Net Worth By Age In 2020!

Average Net Worth By Age In 2020!

This is our favorite annual tradition! Let's update the numbers and see how your Net Worth measures up to your peers in the new year. For more inform…

How to LEGALLY Avoid Paying Taxes This Year

How to LEGALLY Avoid Paying Taxes This Year

Taxes may be inevitable, but we have good news! There are smart, LEGAL strategies to help you pay fewer taxes this year and every year to come. We us…

How to Stick to Your 2020 Financial Goals

How to Stick to Your 2020 Financial Goals

Everyone has financial dreams and goals they would like to achieve. Every year, without fail, the topic of personal finance shows up in the Top 5 mo…

How to Build Wealth with a Low Paying Job BY AGE

How to Build Wealth with a Low Paying Job BY AGE

You've been lied to! The vast majority of millionaires don't build their wealth overnight. There are real and tangible ways anyone at any age can bui…

How to Speed Up Your Wealth Building Process

How to Speed Up Your Wealth Building Process

Identify key roadblocks and behaviors that halt your financial progress and learn how to overcome each one. For more information, visit: link

The Biggest Thing the F.I.R.E Movement Gets Wrong (Financially Independent, Retire Early)

The Biggest Thing the F.I.R.E Movement Gets Wrong (Financially Independent, Retire Early)

Consider this your graduate degree in how to make FIRE a reality! Folks in the F.I.R.E (Financially Independent, Retire Early) Movement are set on r…

7 Financial Habits That Can Change Your Life!

7 Financial Habits That Can Change Your Life!

If you implement these 7 habits, your financial life will change for the better! This show is a beautiful self-assessment. Join us as we walk through…

5 Scary Financial Decisions That Will Make You Broke!

5 Scary Financial Decisions That Will Make You Broke!

Managing finances doesn't have to be scary - but it can be if you make these 5 financial decisions. In honor of the Halloween season, we're telling y…

Passive Income Exposed: 3 Ways To Actually Make Money

Passive Income Exposed: 3 Ways To Actually Make Money

Is passive income too good to be true? In today's episode, we expose false claims of "making money for nothin'" and set the record straight on how yo…