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Financial Planning 101 (By Age) - The Complete Guide to Financial Success

Financial Planning 101 (By Age) - The Complete Guide to Financial Success

Throughout every decade, there are different areas of your financial life that come in and out of focus. In this episode, we'll discuss what you need…

Why You Need a Financial Planner— and No, You Don’t Need To Be Rich To Have One!

Why You Need a Financial Planner— and No, You Don’t Need To Be Rich To Have One!

A financial planner is like a money coach that can help you meet your money goals. Let's be honest: we all could use that. Historically, financial pl…

Advanced Personal Finance Topics for High Net Worth Military Families | High Net Worth Military Finances | Protecting your Assets, Tax Planning, and Investment Fees #118

Advanced Personal Finance Topics for High Net Worth Military Families | High Net Worth Military Fin…

For a limited time, Spencer is offering one-on-one Military Money Coaching sessions! Get your personal military money and investing questions answere…

The Best Retirement Planning Strategies for Real Estate Investors | Anne Marie Rogers

The Best Retirement Planning Strategies for Real Estate Investors | Anne Marie Rogers

EPISODE 462: Only 66% of women express confidence in their ability to retire comfortably, compared to 76% of men. That is why today, more than ever, …

03.21.24    SPECIAL GUEST Wes Moss - Certified Financial Planner

03.21.24 SPECIAL GUEST Wes Moss - Certified Financial Planner

This Special Edition features Wes Moss, host of the Retire Sooner Podcast. Wes is a fiduciary fee only planner, who shares his investing expertise on…

Mobile Home Investments: Your Roadmap to Financial Freedom | Charlotte Dunford

Mobile Home Investments: Your Roadmap to Financial Freedom | Charlotte Dunford

EPISODE 460: If you’re looking to start investing in mobile homes, then this episode is 100% for you because in it, we’ll be sitting down with the qu…

371: Rookie Reply: Estimating Rehab Costs, Finding "Hard Money," & Tax Planning w/Natalie Kolodij

371: Rookie Reply: Estimating Rehab Costs, Finding "Hard Money," & Tax Planning w/Natalie Kolodij

Need to estimate rehab costs or calculate ARV (after-repair value) on a property? For new investors, these tricky tasks can often make or break a dea…

MilTax: Free Tax Prep for Military w/ Military One Source | Tax Planning + Tax Prep #111

MilTax: Free Tax Prep for Military w/ Military One Source | Tax Planning + Tax Prep #111

It's tax season! Start collecting your 1099s, W-2s, and charitable donations. Whether you do your own taxes or not, you'll need all the documentation…

3 Ways To Become a Millionaire by 30 (And the Roadmap to Do it)

3 Ways To Become a Millionaire by 30 (And the Roadmap to Do it)

In this episode of the Personal Finance Podcast, we are going to be talking about the 3 ways to become a millionaire by 30 and the roadmap to do it. …

World Record Holder Jenn Drummond on Planning, Resilience, and Goal Setting (SB1461)

World Record Holder Jenn Drummond on Planning, Resilience, and Goal Setting (SB1461)

Last week we were all about focus and goal setting. Today? We'll teach you how to tenaciously grip those goals when times get tough. Jenn Drummond kn…

Rich Girl Roundup: Planning Group Travel Without Breaking the Bank

Rich Girl Roundup: Planning Group Travel Without Breaking the Bank

Trying to plan a group trip with friends who make wildly different incomes? We got you—here are Katie and Henah's best tips for balancing fun and fin…

Your Blueprint for Life's Toughest Challenges, with Hal Elrod

Your Blueprint for Life's Toughest Challenges, with Hal Elrod

#480: The death of a sibling. Being declared dead after a head-on collision with a drunk driver. Suffering financially during the Great Recession. CA…

483. Two Decades of Financial Wisdom: Navigating Retirement Planning with Jeremy Keil

483. Two Decades of Financial Wisdom: Navigating Retirement Planning with Jeremy Keil

Join us in this enlightening episode as Jeremy Keil, a seasoned financial advisor with over twenty years of experience, shares invaluable insights in…

Tax Planning to Shrink What You Owe w/ Sean Mullaney #758

Tax Planning to Shrink What You Owe w/ Sean Mullaney #758

Don’t believe long-term tax planning is crucial? Here’s a new way to think about it: picture having a slow leak in one of your tires. Well if you jus…

477: Year-End Tax Planning Tips You NEED to Know Before the 2024 Tax Season

477: Year-End Tax Planning Tips You NEED to Know Before the 2024 Tax Season

With 2024 right around the corner, it’s time for a final year-end tax planning push! There are all kinds of ways to pay less to the IRS, and today’s …

11.30.23  Home Inventory  /  Planning For Long-Term Care

11.30.23 Home Inventory / Planning For Long-Term Care

Today, two very practical ways to prepare for your near and long-term future - doing a home inventory and saving for long-term care. Clark gets you p…

477. Navigating Your Financial Freedom Roadmap with Jamila Souffrant

477. Navigating Your Financial Freedom Roadmap with Jamila Souffrant

Join us in this insightful episode as we sit down with Jamila Souffrant, the author of "Your Journey to Financial Freedom." Jamila shares her experti…

466: The Retirement Planning Roadmap: 401(k)s, Real Estate, Bonds & More

466: The Retirement Planning Roadmap: 401(k)s, Real Estate, Bonds & More

If you haven’t started your retirement planning yet, you’re not out of luck. Whether you’re in your twenties, thirties, forties, fifties, or sixties,…

Cracking the Code to Financial Independence: A Roadmap for Service Members and Veterans with David Pere

Cracking the Code to Financial Independence: A Roadmap for Service Members and Veterans with David …

Do you want to break free from financial constraints and achieve true financial freedom? Are you searching for a solution to attain a life of stabili…

Insider Tips and Tricks: Jay Mirando’s Blueprint for Successful House Flipping

Insider Tips and Tricks: Jay Mirando’s Blueprint for Successful House Flipping

From the casino's thrill-filled cards to the world of house flipping and fortune, a surprising journey unfolded. What prompted this shift from glamou…