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47: Coronavirus: Business Strategies to Adapt, Dangers to Heed, and Opportunities to Watch for With Andrew Sherman

47: Coronavirus: Business Strategies to Adapt, Dangers to Heed, and Opportunities to Watch for With…

COVID-19 has presented challenges for all of us—not the least of whom are those who own a business or are in the process of starting, growing, or sca…

3.13.20 Why savings bonds are GREAT!; Ikea dresser recall

3.13.20 Why savings bonds are GREAT!; Ikea dresser recall

Savings bonds are great place to put money these days. They could be a better option for you instead of a savings account or CD. Ikea is recalling m…

Common Tax Mistakes and Filing Strategically with Natalie Kolodij

Common Tax Mistakes and Filing Strategically with Natalie Kolodij

Tax season can be a daunting time for many investors but with proper preparation and education, it doesn’t have to be. On today’s episode, we talk wi…

Striving for Work-Life Balance #173

Striving for Work-Life Balance #173

Feeling overworked?! Between trying to get ahead at your 9-5 and pursuing side hustles, chances are really high that you feel like your work-life bal…

3.9.20 Coronavirus market impact; Coronvirus scams proliferate; Avoid AT&T TV

3.9.20 Coronavirus market impact; Coronvirus scams proliferate; Avoid AT&T TV

The market is now past a 52 week low and global markets are in panic mode. Global markets are related to an undeclared war between Putin and the U.S.…

#104: 5 Steps to Get Unstuck and Off the Ground in Real Estate Investing

#104: 5 Steps to Get Unstuck and Off the Ground in Real Estate Investing

Are you stuck or unable to make progress with your real estate investing? This episode is design to give you 5 key steps that you need to break throu…

The 4 Cornerstones of a Successful Financial Strategy (with CFP Brian Ursu)

The 4 Cornerstones of a Successful Financial Strategy (with CFP Brian Ursu)

What's your financial plan? Is it built on bedrock or are you "winging it", aka building on sand? On today's show, Certified Financial Planner Brian …

86. Can A Conference Change Your Life?  Discussing Financial Freedom w/Cody Berman, Grant Sabatier, and PT Money

86. Can A Conference Change Your Life? Discussing Financial Freedom w/Cody Berman, Grant Sabatier,…

Can a conference change your life? Grant Sabatier, Cody Berman, and PT Money sure are going to try. The Financial Freedom Conference features over 50…

Quality of Life Enterprises

Quality of Life Enterprises

About this Episode Today we are honored to host Steven Kuhn on the show. Steven is a former US Army Veteran and the founder of Quality of Life Enterp…

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…

The mindset of billionaires with THE Money Smart Guy; Matt Sapaula

The mindset of billionaires with THE Money Smart Guy; Matt Sapaula

Episode: 76 Matt Sapaula   Join David Pere (The Military Millionaire Podcast) with Matt Sapaula (People Helping People Agency) as they talk about his…

3.5.20 How to shop for life insurance; Show some love to your 401k

3.5.20 How to shop for life insurance; Show some love to your 401k

Life insurance agents are only there to pitch policies with some kind of add-on - the equivalent of a savings or investment account, or something the…

WCI #148: Finding Balance in Your Life with Dr. Dawn Baker

WCI #148: Finding Balance in Your Life with Dr. Dawn Baker

Life balance is an important topic as we address physician wellness in the medical community. Why is it so hard for high-income professionals to find…

3.2.20 Pharmacies exiting supermarkets; Cheapest cell phone plans for low usage

3.2.20 Pharmacies exiting supermarkets; Cheapest cell phone plans for low usage

The pharmacy business is shifting and market share is moving to a smaller number of players. CVS and Walgreens are taking a huge volume of prescripti…

Cracking The Whip On Your Financial Goals (with Lindsay Goldwert)

Cracking The Whip On Your Financial Goals (with Lindsay Goldwert)

Do you have trouble staying in charge of your money? Maybe you let your priorities get away from you and want to make a change? Today we'll talk abou…

Why I Quit My Job with No Savings When My Wife Was Five Months Pregnant (and What Happened Next?!), with Grant Baldwin

Why I Quit My Job with No Savings When My Wife Was Five Months Pregnant (and What Happened Next?!),…

#244: Grant Baldwin felt burned out. He worked as a youth pastor, which felt like a 24/7 profession. He had to attend student events held late into t…

169 | A Purple Life | Early Retiree Case Study

169 | A Purple Life | Early Retiree Case Study

The anonymous blogger behind, A Purple Life, joins Brad and Jonathan to share her journey to financial independence. With the helpfulness of anonymit…

2.27.20 Apartments with no lease; MGM data breach; Saving on prescription drugs

2.27.20 Apartments with no lease; MGM data breach; Saving on prescription drugs

Being stuck in an apartment lease when you need to move quickly is a long time problem. Very few leases have any kind of out. Now, a company called L…

2.26.20 Discount brokerage consolidation; Check scam hitting millennials; Beware bad car-buying advice

2.26.20 Discount brokerage consolidation; Check scam hitting millennials; Beware bad car-buying adv…

The investment industry is going through consolidation that will lead to fewer players. Weakened mutual fund companies, stock brokerages and investme…