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Donor Advised Fund

Donor Advised Fund

Quint and Allie talk about how to utilize a donor advised fund as a tax strategy.

Building Purpose, Minimizing Regret, And Getting Off The Achievement Treadmill

Building Purpose, Minimizing Regret, And Getting Off The Achievement Treadmill

I speak with Dr. Jordan Grumet about building purpose for a happier and more meaningful life. If you're feeling stuck, as many of us so inevitably do…

Builder Confidence Sinks as Starts Fall Off

Builder Confidence Sinks as Starts Fall Off

The U.S. homebuilding industry is facing significant headwinds in 2025, as rising mortgage rates, high construction costs, and new tariff concerns pu…

Small Changes Now Mean Big Wins Later

Small Changes Now Mean Big Wins Later

📈 Are you on track with the Baby Steps? Get a Free Personalized Plan Dave Ramsey & Dr. John Delony answer your questions and discuss: "My mom abuses…

9 Essential Financial Accounts Everyone Should Have

9 Essential Financial Accounts Everyone Should Have

Laura reviews essential accounts for managing and growing money, regardless of age or stage of life.

02.18.25  Ask An Advisor With Wes Moss

02.18.25 Ask An Advisor With Wes Moss

Do you want to be a millionaire? Wes dives into the fascinating trend of "mini millionaires" and uncovers the secrets to their success. He explores d…

Battle of the PPM: LP vs. GP Secrets Revealed

Battle of the PPM: LP vs. GP Secrets Revealed

We dive into the “battle of the PPM” (Private Placement Memorandum) with two special guests from opposite sides of the table. On the GP side, securit…

105: The 5 Financial Accounts You Need to Have in 2025

105: The 5 Financial Accounts You Need to Have in 2025

In this week's episode of the Rich Habits Podcast, Robert and Austin give you the account-by-account blueprint for financial success in 2025. ---🎥 Jo…

02.17.25   Joining A Gym + Health Trackers & Privacy  /  Payment App Warning

02.17.25 Joining A Gym + Health Trackers & Privacy / Payment App Warning

Mid February and as resolutions fade, make the choice to double down! Today, the Clark smart way to join a gym, and what to know about health tracker…

How to Lower Your Grocery Bill and Stop Food Waste with Carleigh Bodrug (Replay)

How to Lower Your Grocery Bill and Stop Food Waste with Carleigh Bodrug (Replay)

The US throws away more food than any other country in the world - over 80 billion pounds per year, with each American throwing out an estimated 30% …

Innovation, XBox and Your Financial Plan (SB1645)

Innovation, XBox and Your Financial Plan (SB1645)

Feeling stuck in your financial plan—or maybe just in life in general? Whether it’s your money, career, or day-to-day habits, a little innovation can…

How Key Migration Trends Are Shaping Out

How Key Migration Trends Are Shaping Out

Keep reading the article here: link Subscribe to the Big…

The Key to Financial Success: Slow and Steady

The Key to Financial Success: Slow and Steady

📈 Are you on track with the Baby Steps? Get a Free Personalized Plan George Kamel & Ken Coleman answer your questions and discuss: "We were sold a h…

#384: My First Repair Contractors Were a DISASTER (Full Story)

#384: My First Repair Contractors Were a DISASTER (Full Story)

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom:  link   🎙️ Episode #38…

How Does a Money Nerd Think About "Romance"? (SB1644)

How Does a Money Nerd Think About "Romance"? (SB1644)

Love is in the air—and so are overpriced flowers, extravagant dinners, and some serious credit card regrets. In today’s episode, we tackle the financ…

Break the Cycle of Financial Self-Sabotage

Break the Cycle of Financial Self-Sabotage

📈 Are you on track with the Baby Steps? Get a Free Personalized Plan Rachel Cruze & Dr. John Delony answer your questions and discuss: "I can't affo…

214. A Job Hunting Pep Talk for Women with Malia Razzaia (Dress for Success)

214. A Job Hunting Pep Talk for Women with Malia Razzaia (Dress for Success)

Job searching is never easy, but for women, the challenges can be even greater—lowball salary offers, confidence gaps, and workplaces still steeped i…

Have Agent Commissions Changed? Here's What a New Analysis Says

Have Agent Commissions Changed? Here's What a New Analysis Says

Real estate agent commissions have been a hot topic since the NAR settlement, but have they really changed? In this episode, we break down the latest…

WATCH THIS EVERY DAY To Brainwash Yourself! I Devon Levesque

WATCH THIS EVERY DAY To Brainwash Yourself! I Devon Levesque

LAST CHANCE to join Codie and her team of professionals for a 3-Day Interactive, Live, Virtual Event February 21-23, 2025!  Claim your ticket here: h…

#47 WATCH THIS EVERY DAY To Brainwash Yourself! I Devon Levesque

#47 WATCH THIS EVERY DAY To Brainwash Yourself! I Devon Levesque

In this episode, Promix Co-Founder Devon Levesque shares insights on living a life full of adventure and excitement, emphasizing the importance of pr…