Shows
Retirement Planning - Money Not MathHow the Big Beautiful Bill Could Save You Thousands 🎧 Money Not Math #161 – Retire Smarter in 2025If you're 65 or older—or planning for retirement—this episode breaks down how new legislation could reduce your taxable income and potentially eliminate taxes on your Social Security benefits.📌 Topics include:2025 standard deduction increasesSocial Security tax reliefIncome limits and sunset clausesStrategic planning tips for retirees📞 This podcast is for informational purposes only and does not constitute personalized financial, legal, or tax advice.📩 Contact: drew@5stonefinancial.com#Retirement #TaxPlanning #MoneyNotMath...2025-07-1505 minRetirement Planning - Money Not MathWhy Long-Term Thinking Wins – Money Not Math 160🎢 The market dropped sharply in April…📈 Then surged over 26% by early July.In Money Not Math 160, I break down what this rebound teaches us about long-term investing—and why reacting emotionally to short-term volatility can derail your retirement goals.✅ Stay focused✅ Stick to your plan✅ Think long-term💡 I also reference strategies from Episode 159 to help you stay grounded when the market gets shaky if you would like to check that out here, https://youtu.be/hKfnvQOsbSM?si=ZYEuyL3Jc7EEMP1f If you're looking for...2025-07-0702 min
ScreamingBox Technology & Business RundownScaling SaaS Product Development and Engineering for Successful GROWTH!In this podcast Botond Seres and Dave Erickson examine techniques to grow SaaS product development and engineering with Drew Harris - Fractional Chief Technology & Product Officer of The1DrewHarris.comAs a former SaaS CEO and seasoned technology leader, Drew has built, scaled, and optimized SaaS products that have powered businesses from startup to $100M products. From pioneering subscription-based video training to scaling an event management SaaS, his company, QuantumDelta, helped customers unlock new revenue streams and achieve massive growth - like taking a single-location franchise to over 100 locations nationwide.Now, as a...2025-06-021h 01Retirement Planning - Money Not Math📈5 Strategies for Navigating the Market Roller Coaster! Money Not Math 159 📉Feeling the ups and downs of the stock market? 🌊 Don't worry, you're not alone! Check out these five essential strategies to help you ride the market roller coaster:1. Embrace the Long Game: Investing is a marathon, not a sprint. Focus on your long-term goals and checkout the Probability of Positive Returns graph I highlight in the video.2. Diversify Your Portfolio: Spread your investments across various asset classes to reduce risk.3. Rebalance Periodically: Keep your portfolio in check by adjusting your asset allocation regularly.4. Tune Out the Noise: Limit exposure to financial new...2025-03-3112 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledPivoting Plans: New Podcast Directions for 2025 In episode 257 of The Pulling Curls Podcast, Hilary Erickson shares an update on her recovery post-appendix surgery, reviewing recent changes and challenges in her business, and announces a shift in the podcast's schedule. Hilary discusses the impact of recent Google changes on her online traffic, her frustration with unresponsive business courses, and her decision to take a break from the podcast before returning with longer, expert-focused episodes in 2025. Stay connected via social media and newsletters for updates. Timestamps: 00:00 Business Shift and Sponsorship Updates 03:50 Podcast Reflections...2025-03-0306 minRetirement Planning - Money Not MathWarren Buffett Discusses His Cash Holdings and Investment Philosophy 🏦💡Money Not Math 158Hello and welcome to Money Not Math episode 158! I'm Drew Erickson, and today we're diving into Warren Buffett's recent comments on Berkshire Hathaway's cash holdings and what they mean for investors like you.In his latest annual letter to shareholders, Buffett addressed concerns about Berkshire's substantial cash reserves, which stood at $334 billion at the end of the fourth quarter. He emphasized his preference for owning "good businesses" over holding cash and highlighted the importance of patience and discipline in investing.Buffett also discussed the impressive performance of Berkshire's insurance arm and expressed confidence in the...2025-02-2405 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledHospital Tours 101: What Parents-to-Be Should Know In Episode 255 of The Pulling Curls Podcast, Hilary Erickson discusses why taking a hospital tour is an essential part of preparing for childbirth. From understanding hospital amenities to getting a feel for the unit and reducing anxiety on the big day, Hilary covers the numerous benefits of a hospital tour. Listen in for practical tips, insightful questions to ask during your tour, and personal anecdotes that highlight the importance of familiarizing yourself with your birthing environment. Big thanks to our sponsor The Online Prenatal Class for Couples -- a hospital class isn't meant...2025-02-1710 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledThe Role of Preparation in Preventing Birth Trauma his episode of The Pulling Curls Podcast, we dive into the important topic of preventing birth trauma. Hilary Erickson, a nurse and mom to three, shares valuable insights on what birth trauma is and actionable steps you can take to minimize the risk. Learn how understanding the birth process, effective communication with healthcare providers, and setting realistic expectations can make a significant difference in your birth experience. Big thanks to our sponsor The Online Prenatal Class for Couples -- if you're looking to get prepared it really is the easy way to do...2025-02-0309 minRetirement Planning - Money Not MathDouble Taxation on Social Security and How It May Hurt Your Retirement! 🗓️ 1.30.25 Retirement Planning Coffee Talk clipHere's a clip of,
🌟 Retirement Planning Insights: Watch or Listen Now! 🌟
Hey everyone! 🎥🎙️ I just recorded a video and podcast diving into some crucial retirement planning topics inspired by three insightful articles. Here's a sneak peek:
1. Double Taxation on Social Security: Many older Americans are feeling the pinch as Uncle Sam claws back their Social Security benefits. Learn how this "double taxation" impacts your retirement and what you can do about it.
2. Turbocharging Your Retirement Savings: Are you between 60 and 63? Discover how you can take advantage of "super catch-up" contributions to boost your ret...2025-01-3000 minRetirement Planning - Money Not MathEver wondered if 401(k) withdrawals before age 73 count toward your Required Minimum Distributions (RMDs)? 🤔 clipDid you know the government decides when you must start spending your 401(k) and IRA money in retirement?
🎙️ Welcome to Money Not Math 156! 🎙️ Tune in to learn more about:
🔹 RMD Essentials: Understand that taxes are only delayed, not avoided. 🔹 Strategies: Discover ways to delay or avoid RMDs. 🔹 Retirement Planning Tips: Get expert advice to secure your financial future.
Don't miss out! Share this podcast with friends, comment with your questions and thoughts, like this post to help me provide value to more people, or contact me privately for a personalized retirement planning conversation.
Full Podcast...2025-01-2700 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledStronger Bones, Stronger Women: The Benefits of Strength Training In today's episode of the Pulling Curls podcast, Hilary Erickson is joined by fitness expert Kaleigh Cohen to discuss the importance of strength training for women. They dive into the benefits of resistance training, especially for bone health and overall functionality as we age. Hilary shares personal stories and insights, while Kaleigh offers practical tips on how to get started and find the right weights for your workouts. Tune in for an empowering discussion that could transform your exercise routine and health trajectory. Big thanks to our sponsor Family Routines -- if you...2025-01-2713 minRetirement Planning - Money Not MathWhat do people regret the most when they retire? 1.23.25 Retirement Planning Coffee Talk clip“More than 8 in 10 workers over 45 regret not taking retirement saving more seriously when they were younger.”
“More than half of those surveyed by EBRI retired earlier than expected due to reasons beyond their control, such as health problems or disability, or changes at their company, like downsizing, closure, or reorganization.”
Only 19% of retirees have a written plan, she added. “But just because you’re already retired doesn’t mean you can’t do some retirement planning to know where you stand and give yourself a boost.”
Full podcast: https://creators.spotify.com/pod/sh...2025-01-2300 minRetirement Planning - Money Not Math5 Mistakes to Avoid with Your Investment Portfolio | 1.16.25 Retirement Planning Coffee Talk ☕🎥🎙️clipIn our latest Coffee Talk video/podcast, we dive into smart retirement planning tips:
1. 5 Mistakes to Avoid with Your Investment Portfolio.
2. How inflation affects your stocks and bonds 📉🏦
3. 4 purchases keeping the middle class from retiring early 💡💰
Full podcast: https://creators.spotify.com/pod/show/drew-erickson7/episodes/5-Mistakes-to-Avoid-with-Your-Investment-Portfolio--1-16-25-Retirement-Planning-Coffee-Talk-e2tj8q1
Join us for these weekly Coffee Talks to connect and get valuable advice—even if you're not a client. Whether you join us on Facebook Live or drop by my office for a free coffee, there's no pressure to be...2025-01-1600 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledThings That Might Make Labor Tough In Episode 250 of The Pulling Curls Podcast: Pregnancy & Parenting Untangled, Hilary Erickson delves into five reasons your birth might be particularly challenging. From not meshing with your doctor to having solid expectations, she unpacks potential obstacles and offers valuable advice on how to navigate them. Sponsored by the Online Prenatal Class for Couples, this episode is a must-listen for anyone looking to better prepare for a smoother birth experience. Big thanks to our sponsor The Online Prenatal Class for Couples -- you'll find these tips and more to have your best pregnancy, birth...2025-01-1308 minRetirement Planning - Money Not MathRetire Early, is this the year you take the leap? 1.2.25 Retirement Planning Coffee Talk clipRetire Early, is this the year you take the leap? Plus, 6 Market Pros on the Biggest Risks for 2025. 1.2.25 Retirement Planning Coffee Talk
A guide to help you retire early in 2026 or in the near future, with a month-to-month checklist of achievable goals.
Keep an eye on sticky inflation, stretched valuations, and an uncertain policy landscape.
Weekly Retirement Planning Coffee Talks are a casual way for me to connect and answer questions—even if you’re not a client—at no cost. Join us on Facebo...2025-01-0201 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledUnderstanding Healthshares: Bills, Payments, and Peace of Mind In this episode of The Pulling Curls Podcast, Hilary Erickson delves into the complexities of navigating healthcare without traditional insurance. Sharing her personal experience with an appendicitis, Hilary discusses the use of health shares, detailing the ins and outs of how her family manages medical expenses as self-employed individuals. Learn about the advantages, challenges, and practical tips for those considering a health share alternative. If you'd like to check out Zion Healthshare please do use my link: https://www.pullingcurls.com/go/zion-healthshare/ Links for you: My...2024-11-2516 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledPregnant and Active: Exercise Tips That Make a Difference In this episode of The Pulling Curls Podcast, Hilary Erickson chats with fitness expert Kaleigh Cohen about the benefits of exercise during pregnancy. They delve into personal stories, tips for staying active, and specific exercises to make labor and recovery easier. Whether you're a fitness enthusiast or just trying to stay healthy during your pregnancy, this episode offers valuable insights and motivation. Tune in to learn more about integrating exercise into your pregnancy routine! Big thanks to our sponsor The Online Prenatal Class for Couples -- if you're looking to get prepared for...2024-11-1820 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledAppendicitis Tales: Inside the Mind of a Nurse Turned Patient Welcome back to The Pulling Curls Podcast! In today’s episode, Hilary Erickson shares her personal experience with appendicitis. From the initial symptoms to her time in the hospital and the recovery process, Hilary provides a detailed and eye-opening account of what it’s like to deal with a ruptured appendix. Tune in for valuable insights, emotional moments, and practical tips on navigating an unexpected medical crisis while balancing motherhood and daily life. Big thanks to our sponsor Family Routines -- they can really save you when the stuff hits the fan. If rout...2024-11-1119 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledThe Power of Local Elections: Make Your Vote Count In this episode of The Pulling Curls Podcast: Pregnancy & Parenting Untangled, Hilary Erickson chats with Margaret Wright, vice president of a local school board, about the significance of minor elections. They delve into the challenges and rewards of serving on the school board, the intricacies of local elections, and the importance of researching and voting for these often overlooked positions that have a major impact on daily life. Tune in to discover how you can become a more educated voter and make informed decisions in your community. Today's guest is Margaret Wright who...2024-10-2813 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledBirth Plans: Wish Lists, Preferences, and Realities In this episode of the Pulling Curls Podcast, Hilary Erickson chats with Dr. Nicole Rankins about birth plans. Dr. Rankins, an OB GYN with over 20 years of experience and host of the All About Pregnancy and Birth podcast, shares invaluable tips on creating effective birth preferences and understanding hospital cultures. Whether you're crafting your birth plan or navigating the intricacies of labor and delivery, this episode is packed with expert insights to help you achieve the birth experience you envision. Big thanks to our sponsor The Online Prenatal Class for Couples -- if...2024-10-2115 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledWhen Routines Become Ruts: Finding Freedom in Flexibility In episode 243 of The Pulling Curls Podcast, Hilary Erickson dives into the pros and cons of sticking to routines, especially when life throws unexpected challenges your way. She reflects on her own experiences, such as postpartum cleaning and creating flexible family schedules, and explores how sometimes stepping back from strict routines can help maintain balance and sanity. Join for an insightful discussion on when to hold on to routines and when to let them go. Big thanks to our sponsor Family Routines while routines can definitely be a rut, they can also keep...2024-09-2305 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledThe Scarcity of Parenting - Only 18 Summers She challenges the pervasive notion that parents only have 18 summers with their kids, advocating for a balanced approach that focuses on enjoying each day while maintaining self-care. Hilary shares personal anecdotes and insights on avoiding the pitfalls of scarcity-induced stress and embracing the present moments with our children. This episode is sponsored by Family Routines, ensuring you enjoy your kids more while prioritizing their learning needs. Big thanks to our sponsor Family Routines -- because you only have a few years to teach them what they need to know! 2024-09-0907 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledStress-Free Fun at Home: Activities to Spice Up Your Routine In episode 239 of The Pulling Curls Podcast, Hilary Erickson explores ways to bring more joy and fun into everyday life without the need for expensive trips or excessive planning. She shares personal insights on shifting focus from frequent travel to enjoying local activities and hobbies, making the case for finding entertainment close to home. Tune in to discover how simplifying your schedule can create more opportunities for fun right where you are. Big thanks to our sponsor Family Routines -- if you're thinking HILARY Who has time for fun? Getting into routines can...2024-08-2606 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledAspirin and Pregnancy: Reducing the Risk of Preeclampsia In this episode of the Pulling Curls podcast, Hilary Erickson, RN, delves into the topic of taking aspirin during pregnancy. Featuring insights from her recent campaign with the March of Dimes, Hilary discusses the benefits of low-dose aspirin in reducing the risk of preeclampsia, a condition that can have severe health implications for both moms and babies. She covers what preeclampsia is, who might be at risk, and the importance of consulting with your healthcare provider. Tune in to learn more about this important and evolving aspect of prenatal care. Big thanks to...2024-08-1910 minRetirement Planning - Money Not MathThe True Cost of a Financial Advisor Revealed, The Financial Risks of Social Media, and Take it from Warren Buffett: Misses Are Inevitable. 6/6/24 Retirement Planning Coffee TalkThe True Cost of a Financial Advisor Revealed, The Financial Risks of Social Media, and Take it from Warren Buffett: Misses Are Inevitable. 6/6/24 Retirement Planning Coffee Talk
Would it be worth paying 1% of your assets under management to receive 1.5%-4% higher account growth over an extended period of time? Potentially going from ~$1.3M to ~$2m or ~$1.3M to ~$4m?
What's the "hottest" financial tip or "trade secret" you've seen on social media recently?
Save more than you spend.
Diversify across asset classes.2024-06-0626 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledOrganize Your Life One Week at a Time Welcome to episode 234 of the Pulling Curls Podcast, where host Hilary Erickson explores the transformative power of weekly organizing. Dive into practical tips for creating and maintaining organizational systems in your home, making the process manageable and stress-free. Whether you're tackling clutter in your closet or sorting through paperwork, this episode offers guidance to refine your space little by little, every single day of the week. Join Hilary as she untangles the challenges of keeping a home organized, even in the busiest of times. Big thanks to our sponsor my free weekly cleaning...2024-05-2705 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledWhat Every New Parent Should Know About Postpartum Preeclampsia Welcome to Episode 233 of the Pulling Curls Podcast where we discuss an important postpartum condition - postpartum preeclampsia. Host Hilary Erickson, a nurse and mom of three, dives into the key symptoms and preventative measures for this condition that can occur up to a year after childbirth. This episode is a must-listen for expecting mothers, as well as their families and friends, to stay informed about the potential signs and necessary actions associated with postpartum preeclampsia. Join Hilary as she untangles the complexities of this postpartum issue, sponsored by Postpartum Care Made Easy. ...2024-05-2008 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledAbundance vs Fear-Based Parenting In this enlightening episode of The Pulling Curls Podcast, join Hilary as she delves into the intricate world of fear-based parenting. We'll explore the transition from parenting out of fear to practicing a more positive, reality-based approach, touching on sensitive topics like children's use of cell phones, social media interactions, and personal attire. Hilary shares her personal journey and insights, offering valuable tips for fellow parents navigating these challenging waters. Tune in to untangle the complex knots of fear-based parenting with us on episode 232. Big thanks to our sponsor Family Routines...2024-05-1309 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledThe Art of Confrontation: Tough Conversations With Confidence In this episode of The Pulling Curls Podcast, host Hilary Erickson talks about the dynamics of confrontation and how to handle tough conversations. As a nurse and mother of three, she shares valuable tips for navigating confrontational situations, whether it's with healthcare providers, office staff, or in other areas of life. Whether you're pregnant or just looking to improve your communication skills, this episode provides practical advice for untangling confrontation. Links for you: Timestamps: 00:00 Address confrontation discomfort with pregnancy and parenting. 05:44 Doctor struggles with...2024-04-2907 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledGetting Your Family to Help Out MoreOn episode 229 of The Pulling Curls Podcast, Hilary discusses practical ways to encourage your family to help out more around the house. She shares personal experiences and tips, such as setting clear expectations, making chores fun, and the benefits of being super busy. Join Hilary as she untangles the process of getting your family involved in household tasks. Big thanks to our sponsor Practical Parenting -- it's got just a few tips to up your parenting game a bit. Links for you: My episode on the Saturday...2024-04-2205 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledPostpartum Power Rest: Getting your 4 continuous hoursIn this episode of The Pulling Curls Podcast, Hilary Erickson untangles the topic of getting 4 hours of continuous sleep after having a baby. She discusses the importance of sleep for both parents and shares tips on how to prioritize and achieve sufficient rest, emphasizing the connection between sleep and postpartum depression. Join the conversation on Instagram or Facebook to share your experiences and learn from others. Big thanks to our sponsor Postpartum Care Made Easy -- it's really all about staying safe after baby is born! Links for you: ...2024-04-1509 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledFinding Time for Self Care with Krista from Secret Mom HacksOn episode 225 of The Pulling Curls Podcast, Hilary Erickson and Krista Dykes discuss the importance of self-care for moms. Krista shares valuable tips, including scheduling self-care, staying active, and delegating tasks. She stresses the significance of finding a support system and demonstrates how to involve the family in the self-care routine. Tune in to uncover practical insights and ideas for prioritizing personal well-being amidst busy schedules. Big thanks to our sponsor Family Routines -- it has been my secret for self care as a mom by allowing my family to help out more! 2024-03-2527 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledLet's Talk Pelvic Floor Physical TherapyIn this episode of The Pulling Curls Podcast, Hilary Erickson dives into her personal experience with pelvic floor physical therapy. She shares her journey, the challenges she faced, and the unconventional methods that ultimately helped her. Stay tuned as she delves into the lessons learned and the importance of being patient with yourself. Big thanks to our sponsor Family Routines -- if you're looking for margins that allow you to fix things like incontinence or pelvic floor issues, you need to get your home life in order so come join me! Links for...2024-02-1211 minRetirement Planning - Money Not MathHow Small, Consistent Actions Can Pay Off BIG in Finance & Life2.7.24 Live Money Not Math free Coffee Talk recording
How Small, Consistent Actions Can Pay Off BIG in Finance & Life https://financeinsights.net/KXVwTdjwPh06aK7SQEj4XHVZn7M?email=drew%405stonefinancial.com&fbclid=IwAR1N7gvKurlDwWOqraMzlIxc-DxnkkLjRgOfOw12Cf1A8MFbcSJoKod1O6k
Uncertainty is Underrated https://www.dimensional.com/us-en/insights/uncertainty-is-underrated
Weekly Money Not Math Coffee Talks are an informal way for me to have conversations and answer questions to people even if they aren't my clients for free. You are welcome to join the...2024-02-0730 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledUntangling Under-Sink ChaosIn this episode of The Pulling Curls Podcast, Hilary Erickson shares five essential tips for organizing under your sink. From utilizing the space effectively to decluttering and leaving room for essential items, these tips will help simplify your daily routine. Tune in for practical advice on maximizing bathroom storage space and making your morning routine a breeze. Big thanks to our sponsor my 5 Word Organization Challenge > https://www.pullingcurls.com/five-words-organized/ Links for you: Episode #204 on my favorite places to shop for organization supplies >> https://www.pullingcurls.com/podcast-204-org-supplies/ Episo...2024-01-2908 minRetirement Planning - Money Not MathThank you for your time! Money Not Math 150Thank you for your time! Money Not Math 150
Thank you to everyone who has taken the time to watch my videos, listen to my podcasts, and follow my pages. I am extremely grateful for the opportunity to help others improve their financial future. I hope these episodes have brought you value and will bring even more in the future. Below is a list of the most watched or listened to episodes I have had so far for you to check out. Please comment with requests for future Money Not Math topics or questions you have about your...2024-01-2503 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledImproving Your Family's Sleep: Tips and Tricks from the Sleep Research Expert @ThatSleepDocIn this episode of The Pulling Curls Podcast, host Hilary Erickson and guest Sujay, aka @thatsleepdoc, untangle the topic of sleep. They discuss sleep training, the effects of sleep deprivation, and tips for improving sleep hygiene. Sujay also shares advice on adjusting circadian rhythms and addressing common sleep issues such as restless leg syndrome and insomnia. Tune in for expert insights on improving sleep for both parents and children. Big thanks to our sponsor Family Routines -- a lot of good sleep is a good routine, so check it out! Today's...2024-01-2218 minRetirement Planning - Money Not MathI am Maxing out my 401k, Now What? Money Not Math Client Success Story 2I am Maxing out my 401k, Now What? Money Not Math Client Success Story 2
I love to help people have more confidence in their future and it is my mission to provide the highest quality advice and service possible to my clients. To accomplish this, I limit myself to having 100 active clients or less that I have a fiduciary responsibility to at all times.
One way I hope to provide value to good people is to periodically write a client success story. So that no matter what is troubling you today, you...2024-01-0804 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledFinding Success by Letting Go: New Year's Resolutions for ParentsWelcome back to the Pulling Curls podcast. On today's episode, Hilary shares her experience with New Year's resolutions and how she's learning to let go of things that are out of her control. She discusses the importance of setting boundaries and rationing our attention to focus on what really matters. Stay tuned for some valuable insights on navigating the challenges of 2024. Big thanks to our sponsor Family Routines -- if you're looking to make your home life easier check it out! Links for you: Timestamps: 2024-01-0808 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledThe Organizing Mindset: Transforming Chaos into CalmIn this episode of The Pulling Curls Podcast, Hilary Erickson explores the organizing mindset. She shares tips on how to approach organizing tasks without feeling overwhelmed, the importance of giving yourself plenty of time, and the need to embrace the initial challenges of organizing. Hilary also emphasizes the flexibility to make adjustments and try different systems until you find what works best for you. Stay tuned for next week’s episode on the postpartum mindset. Happy organizing! Big thanks to our sponsor my Cleaning Schedule. You can also find it here: https://birdsend.page/forms/844/2bh...2023-11-2705 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledLabor Mindset: How to Prepare for the Roller Coaster Ride of Childbirth with Mama Nurse TinaWelcome back to another episode of The Pulling Curls Podcast: Pregnancy & Parenting Untangled. In today’s episode, we have a special guest, Mama Nurse Tina, joining our host, Hilary Erickson, to discuss the importance of having the right mindset during labor. Hilary shares her personal experiences and recommends taking a birth class to gain knowledge and confidence. They discuss the need to lower expectations, create a comfortable labor environment, and surround yourself with supportive people. They also emphasize the importance of being prepared with a birth plan and practicing for different scenarios. Tune in to learn more about labor mi...2023-11-2026 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledPregnancy Mindset: Expect the Unexpected and Embrace the Journey In this episode of The Pulling Curls Podcast, host Hilary Erickson dives into the topic of pregnancy mindset. She shares three tips for adopting a positive mindset during pregnancy, including expecting it to be hard, acknowledging that pregnancy is a long journey, and keeping expectations low for oneself and others. Hilary also highlights the importance of cherishing the joyful moments of pregnancy, as well as previews upcoming episodes on parenting and labor mindsets. Stay tuned for more helpful tips and insights on future episodes of the podcast. Don't forget to subscribe, review, and share to...2023-11-0605 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledIs a Health Share Right for You? Discover If You're a Good Fit.In this episode of The Pulling Curls Podcast, host Hilary Erickson discusses who health shares are good for. She shares her personal experience with health shares and gives advice on who should not consider a health share as an insurance option. Hilary also explains the limitations and coverage exclusions of health shares, such as preexisting conditions and small expenses. If you're interested in learning more about health shares, make sure to check out the full episode. Big thanks to our sponsor my healthshare tips (find on my site) Links for you: 2023-10-3009 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledPregnancy Prevention: 5 Things Moms Should Avoid During Pregnancy with Dr Samantha Radford from Evidence-based Mommy -- 209In this episode of The Pulling Curls Podcast: Pregnancy & Parenting Untangled, host Hilary Erickson interviews Samantha Radford about 5 things to avoid during pregnancy. They discuss the importance of using low VOC paint or having someone else do the painting in the nursery. They also talk about the risks associated with lead paint in older homes and provide tips on how to safely deal with it. This episode offers practical advice for pregnant women to minimize chemical exposures during pregnancy. Big thanks to our sponsor my Safe Eating during pregnancy guide. Today’s guest is Samantha Rad...2023-10-2325 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledNavigating Induction: Empowering Choice and Educating Yourself with Dr Elizabeth In this episode of The Pulling Curls Podcast: Pregnancy & Parenting Untangled, host Hilary Erickson is joined by guest Dr. Elizabeth Schmeid, an OBGYN, to discuss the topic of making the choice to be induced. They emphasize that doctors cannot force someone to be induced against their will and that patients always have the option to decide what to do in their situation. The episode delves into the risks associated with not inducing versus inducing and the importance of informed consent. Listeners are encouraged to ask questions, seek information, and make decisions that align with their body and...2023-09-1813 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledThe Journey of Infertility: Struggle, Success, and Spearmint Tea In this episode of the Erickson Creative podcast, host Hilary Erickson is joined by guests John and Morgan Fulton as they share their journey with infertility, pregnancy, and childbirth. After six years of trying to conceive, the couple's persistence and research led them to find a solution that ultimately resulted in a successful pregnancy. Hilary also highlights the importance of being prepared for childbirth and announces a sponsored online prenatal class for couples that covers everything from pregnancy to infant care. Stay tuned for an inspiring and informative conversation. Today's guests are Jon...2023-08-2132 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledQ&A Celebrating 200 Episodes: From Doctors to Disney On this episode of Erickson Creative, we celebrate 200 episodes by delving into a little bit about the hostess with the mostest: Hilary. Timestamps: 00:01:45 Quit hospital, don't miss it, laid off nurses. Favorite blog post on Pulling Curls. 00:03:34 Long-lasting versus short-term, breastfeeding feels like tugging, not a fan, guilty pleasure: Ted Lasso. 00:08:22 New doctors empower patients; old doctors burned out. 00:09:48 Questions about Hillary, upcoming episodes on infertility and speech. Producer: Drew Erickson 2023-08-1410 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledHow I Make Money Let's chat about how I make money as a content creator. Hi, I'm Hilary Erickson. I've been "blogging" since 2005 and I have taken it as a full time income with a couple of websites, a podcast, and courses. So, how does it all work? This episode was inspired by my blogging for income series. Big thanks to our sponsor The Organized Home Family Routines The Online Prenatal Class for Couples In this episode Get my content creator...2022-07-1821 min
Retirement Planning - Money Not MathLaura Stengrim’s best financial lessons learned and advice. Money Not Math 101 clipLaura Stengrim’s best financial lessons learned and advice. Money Not Math 101 clip
What are the greatest business and financial lessons Laura- Social Butterfly- has learned?
What advice would she give to other business owners?
Would social media management and marketing add value to your business?
#moneynotmath #money #business #consistency #overheadcosts #timemanagement #family #corevalues
This clip’s video= https://youtu.be/UwlseJfzuIo
Full episode video= https://youtu.be/j2M6UXGQE7s
Full episode podcast= https://anchor.fm/drew-erickson7/episodes/The-value-of-social-media-marketing-for-small-businesses-with-Laura-Stengrim---Social-Butterfly--Money-Not-Math-101-e1anjs12021-11-3010 minRetirement Planning - Money Not MathThank you! Money Not Math 100Thank you! Money Not Math 100
“If you are not willing to learn, no one can help you. If you are determined to learn, no one can stop you.” -Zig Zigler
"It is almost impossible to be negative while being truly grateful"- unknown
Thank you to all my guests, Jared Mayhttps://fb.watch/8OyDcUuouE/, Scott Frickehttps://fb.watch/8OyEFy08O7/, Kelsey Sletten Brateng and Kristine Oslundhttps://fb.watch/8OyH8v5Keg/, Ross Weltehttps://fb.watch/8OyIU4t3HX/, Taitum Sorvighttps://fb.watch/8OyKmRM5q2/, Mack Carriganhttps://anchor.fm/drew-erickson7/episodes/Mack-Carrigan--Staff-Sergeant--on-his-experiences-and-recommendations-for-living-a-successful-life-in-and-out-of-the-military--Money-Not-Math-36-e9viq5, for...2021-10-2206 min
SWBTS Chapel AudioDrew Erickson – “The Most Important Thing to Ask For”Drew Erickson, Lead Teaching Pastor at Travis Avenue Baptist Church in Fort Worth, TX, delivered a message from 1 Kings 3 on August 31, 2021 in #SWBTSChapel.
The post Drew Erickson – “The Most Important Thing to Ask For” appeared first on Equip the Called.2021-09-0200 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledMarriage Counseling… with Drew EricksonWe’re in counseling. Just like all the other bloggers out there. But mine has a happy ending and I wanted to share how and why we did some counseling and how it’s helped us overall. My Co-host on this episode is my husband, Drew Erickson. Big thanks to our sponsor Family Routines. Getting in a routine and making the rest of life easier makes it easier to have discussions on a routine and enjoy life more. Going to Marriage Counseling In this episode Why we went to couns...2021-05-3117 min
Inverse PodcastScott Erickson on art, the "crying" verses, and Genesis 43Scott Erickson is a touring painter, performance speaker, and creative curate who mixes autobiography, mythology, and aesthetics to create art and moments that speak to our deepest experiences.
Using his passion and commitment to craft, Scott has been a working artist for over a decade, and has had his work appear on CNN, National Geographic, and various magazines, newspaper outlets, and book covers.
As a speaker, Scott brings his training as an educator and his experience as a visual communicator to all of his presentations. His goal is to bring something for his “A.D.D. brothers and sisters out th...2021-05-041h 12
Folklore FridayEp:17 The CW Nancy Drew, reviewThe new Nancy Drew is awesome!! We discuss the show Nancy Drew how it compares to the original book series, and how the characters are relatable for today's audience. Episode Segments: 01:55 Everyday Folklore05:30 Get to know my guest13:52 Nancy Drew, Review Music Credits:“Skeleton Dance” by Myuu“Pooka” by Kevin MacLeod“Easy Trip Trap” The Brothers RecordsShow clips, from the show Nancy Drew by The CW2020-10-091h 19Retirement Planning - Money Not MathHow to Survive as a Retiree in a Down Market. Money Not Math 84How to Survive as a Retiree in a Down Market. Money Not Math 84
YouTube Video https://youtu.be/QV9PSkqLtfU
Article I reviewed https://money.usnews.com/money/retirement/401ks/articles/how-to-survive-as-a-retiree-in-a-down-market2020-09-1006 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledSending Kids to College with Drew Erickson Mr Pulling Curls Figuring out how to send kids to college is tough for both parents and kids. What will it feel like when they live in their own place and you live without them? Today's guest is my husband and podcast producer, Drew Erickson. This post was inspired a bit by my College Dorm checklist. Big thanks to our sponsor, Family Routines. Being in a routine helps your kids get into routines so they can succeed as adults. Also, be sure to check...2020-08-1009 minRetirement Planning - Money Not Math5 Crucial expenses to consider when planning for your retirement! Money Not Math 835 Crucial expenses to consider when planning for your retirement! Money Not Math 83
1) Health Care
2) Taxes
3) Long-term care
4) Providing family support
5) Not having access to your money when you need it
YouTube link for this conversation: https://youtu.be/dU8iSJVPCjg
https://www.usatoday.com/story/money/2020/07/29/making-retirement-plans-4-crucial-expenses-to-consider/112417398/2020-07-2911 minRetirement Planning - Money Not MathWhat will be your largest expense or cost in retirement? Money Not Math 82What will be your largest expense or cost in retirement? Money Not Math 82
Will it be your lifestyle, traveling, golfing, your house or…Will it be taxes?
YouTube: https://youtu.be/u_zjyJhOB8Y
Plus, some retirement planning tips from Man’s best friend.
https://www.forbes.com/sites/stevevernon/2020/07/10/retirement-planning-tips-from-mans-best-friend/#496b0b21180f2020-07-2215 minRetirement Planning - Money Not MathRaising kids and planning a paternity leave resolution. Money Not Math 81Raising kids and planning a paternity leave resolution. Money Not Math 81
https://youtu.be/AbUtmD_4Zj8
Do you have a family or financial goal you would like to achieve but have not written down yet? I strongly recommend it and am here to help if you want to build a financial plan and are looking for someone to trust.
Are investing in 529 plans the best option for you?
Are you comfortable with your home’s security system?
Do you have enough life insurance to protect your most valuable asset an...2020-07-1410 minRetirement Planning - Money Not MathHow would it feel to lose 25-100% of your income? Money Not Math 79How would it feel to lose 25-100% of your income? Money Not Math 79
Can you afford to lose all or some of your income due to unexpected life events?
It is time to talk to someone you trust about your options to protect yourself, your family, and your money?
Give me a call today to learn more.
YouTube https://youtu.be/6Pzevs2JWNE2020-07-0710 minRetirement Planning - Money Not MathHow much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7How much of your retirement wealth do you want to lose to taxes? Money Not Math 78 Clip 7
Do you want all your retirement income subject to income taxes, some of your money subject to taxes in retirement, or none of your retirement subject to taxes in retirement? Do you want to be Larry, Moe or Curly in retirement?
What is more important, your rate of return or your rate of distribution?
How much of your pie do you want to give up?
If you have any interest in learning more about...2020-07-0113 minRetirement Planning - Money Not MathDo you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6Do you want to be a spender, saver, or wealth creator? Money Not Math 78 Clip 6
I am a firm believer in Moral Capitalism, how about you?
Link to this clip: https://youtu.be/NclPng0DNQs
Links to the other clips: Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1 https://youtu.be/NRxmNXWsJWM
Why did I choose financial planning as my profession? Money Not Math 78 Clip 2 https://youtu.be/BmfGFHIUi7c
What does it look like if you meet with me...2020-06-3015 minRetirement Planning - Money Not MathWhat are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5What are the bases that need to be covered to protect yourself, your wealth, and your family? Money Not Math 78 Clip 5
I believe my job is to educate you on what your best options are well enough that you can make confident decisions.
I am sure I forgot more than one, but one important protection topic that I forgot to mention is long term care.
Link to this clip: https://youtu.be/vcDzNd8mSos
Links to the other clips: Tate flips the script and interviews me about What I do and...2020-06-2608 minRetirement Planning - Money Not MathWho do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4Who do I provide the most value to? Who can benefit the most by working with me? Money Not Math 78 Clip 4
Do you believe what I believe?
Are you motivated to be successful?
Are you willing to take action to improve your life?
Are you open minded to learn new things and be different than your friends?
Are you a genuinely good person that cares about your family?
Link to this clip: https://youtu.be/_sCmcukcCIM
Links to the other clips: Tate flips the script...2020-06-2607 minRetirement Planning - Money Not MathWhat does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3
How I determine if potential clients believe what I believe using the retirement pie and retirement mountain analogies. How much of your pie do you want to share? What side of the mountain do you believe is more important?
Link to this video: https://youtu.be/-15L31QwlsM
Links to the other clips: Tate flips the script and interviews...2020-06-2315 minRetirement Planning - Money Not MathWhy did I choose financial planning as my profession? Money Not Math 78 Clip 2Why did I choose financial planning as my profession? Money Not Math 78 Clip 2
Protection is not sexy, but it is just as important as the offensive side of your financial planning.
It is not just what you make, it is what you keep.
Link to this video: https://youtu.be/BmfGFHIUi7c
Links to the other clips: Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1 https://youtu.be/NRxmNXWsJWM
What does it look like if you meet with me for...2020-06-2209 minRetirement Planning - Money Not MathTate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1Tate flips the script and interviews me about What I do and WHY. Money Not Math 78 Clip 1
Link to this video: https://youtu.be/NRxmNXWsJWM
Links to the other clips: Why did I choose financial planning as my profession? Money Not Math 78 Clip 2 https://youtu.be/BmfGFHIUi7c
What does it look like if you meet with me for the first time? How does the conversation start and how do we determine if we should work together? Money Not Math 78 Clip 3 https://youtu.be/-15L31QwlsM
Who do I provide...2020-06-1907 minRetirement Planning - Money Not MathActionable items to implement in our lives to feel better and be happier. Money Not Math 76, Clip 5 with Tate Sorvig.Actionable items to implement in our lives to feel better and be happier. Money Not Math 76, Clip 5 with Tate Sorvig.
1) Awareness- have the courage to question what is going on in your body.
2) Routines-exercise
3) Posture- do you have a neutral spine?
4) Breathing exercises.
5) Go outside, go outside, go outside, and go outside.
It is okay to be uncomfortable, in fact that is how we learn.
YouTube link to this clip, https://youtu.be/WXbvbZwq-_U
YouTube link to the full video of our...2020-06-0516 minRetirement Planning - Money Not MathThe five blue zones that lead us to live happier and longer lives. Money Not Math 76, clip 4 with Tate SorvigThe five blue zones that lead us to live happier and longer lives. Money Not Math 76, clip 4 with Tate Sorvig
1) The depths of your relationships
2) Your Mindset
3) Proper sleep
4) Nutrition
5) Exercise/movement
They are counter to our daily lives in America, so we must intentionally focus on them to live long, healthy, and happy lives. COVID19 exposed many of us and our unhealthy habits.
How many things are we doing for ourselves versus doing them because they are societal norms? What do you think about...2020-06-0411 minRetirement Planning - Money Not MathHow do we lean into our fight or flight responses to take the first step towards improving our financial, mental, or physical health? Money Not Math 76, Clip 3 with Tate SorvigHow do we lean into our fight or flight responses to take the first step towards improving our financial, mental, or physical health? Money Not Math 76, Clip 3 with Tate Sorvig
Let’s avoid our limiting beliefs together. If we avoid our challenges in life, we are creating more pain for ourselves. If we lean into our challenges to take a step towards improvement, what is the worst that can happen? Asking for help or working through the story with someone who can help actually decreases your pain.
YouTube link to this clip, https://youtu.be/-D...2020-06-0307 minRetirement Planning - Money Not MathWill the stock market continue to rise, or will there be another correction soon? Will potential tax changes wipe out your gains? Money Not Math 77Will the stock market continue to rise, or will there be another correction soon? Will potential tax changes wipe out your gains? Money Not Math 77
What happens to your retirement income plan if the markets go down and/or taxes go up?
YouTube link to the video, https://youtu.be/YJzaYn88Xbc
*** Correction--> In the video I said, "If income taxes double to 48% on average. $1.628M in tax deferred accounts= $1,628,894.63 * 0.62=$1,009,914.67 is yours and $618,979.96 belongs to the IRS."
***Correction, $1,628,894.63*0.52=$847,025.21 is yours to keep and ($1,628,894.63-$847,025.21=$781,869.42 ) $781,869.42 will be owed to the IRS.2020-06-0215 minRetirement Planning - Money Not MathThe mental health benefits of being physically active and exercising. Money Not Math 76, clip 2 with Tate Sorvig.The mental health benefits of being physically active and exercising. Money Not Math 76, clip 2 with Tate Sorvig.
The reliefs that exercising can have on depression, allowing us to feel better about ourselves and live healthier lives. Plus, some healthy breathing exercising and recommendations to help with depression, anxiety and getting better sleep. The more we can take control of our mental state the more control we can take of our lives rather then trying to hold on for dear life.
I know mental health is not always a fun conversation, but it sure is an...2020-06-0219 minRetirement Planning - Money Not MathThe Wealth of Health and Tate’s favorite ways to get exercise outside of organized exercises or routines. Money Not Math 76, Clip 1 with Tate Sorvig.The Wealth of Health and Tate’s favorite ways to get exercise outside of organized exercises or routines. Money Not Math 76, Clip 1 with Tate Sorvig.
The key to living a health life= healthy routines. What routines are you using to live a healthy and happy life?
Did you know your ability to digest food is affected by the quality of your sleep?
YouTube: https://youtu.be/53gp0Mj7_G0
Here is the link to the full video of our second conversation on May 27th 2020 where this clip was pulled from https://yo...2020-06-0113 minRetirement Planning - Money Not MathObeying our natural laws to take more control of our lives. Money Not Math 76 with Tate SorvigObeying our natural laws to take more control of our lives. Money Not Math 76 with Tate Sorvig
The video quality was not great, but the information is phenomenal. I highly recommend this video if you are interested in taking more control of your physical, mental, and/or financial life.
Do not worry, I know it is long so I will cut it up and release the clips in the coming days.
If you received value from our conversation please like, comment and/or share it to make sure other people can enjoy it...2020-05-291h 23Retirement Planning - Money Not MathCash Value Life Insurance Can Provide A Safe Harbor in Today's Economic Storm. Money Not Math 75.Cash Value Life Insurance Can Provide A Safe Harbor in Today's Economic Storm. Money Not Math 75.
Why we do what we do is more important that what we do. So, even though it pains me to talk about a specific “what” or tool that is used in planning. I believe this conversation is a valuable one for people who value liquidity, use and control of their money when planning for their future.
No product, tool or strategy is good or bad until compared to its alternative.
YouTube: https://youtu.be/GwA3BKyhLwY
To...2020-05-1912 minRetirement Planning - Money Not MathCommon advanced planning strategies for business owners to save money in taxes and reward their employees. Money Not Math 74Common advanced planning strategies for business owners to save money in taxes and reward their employees. Money Not Math 74
Do you like simple? Do you like to be in control? Do you like tax deductions? Do you like to reward your employees?
If you answered yes to any of those questions, there may be a perfect option available for you.
YouTube: https://youtu.be/oyow2F26Ybo2020-05-1908 minRetirement Planning - Money Not MathThe top three things a business owner should do when it comes to their bookkeeping from Jared May. Money Not Math 73The top three things a business owner should do when it comes to their bookkeeping from Jared May. Money Not Math 73
1) Keep your business expenses separate from your personal expenses.
2) Do your bank reconciliations monthly.
3) Spend time each week on your books.
Thank you Jared
YouTube: https://youtu.be/wV6HcikdJ0o2020-05-1407 minRetirement Planning - Money Not MathWhat is Tate's definition of being successful? The best ways to contact him. Money Not Math 72 Clip 7What is Tate's definition of being successful? The best ways to contact him. Money Not Math 72 Clip 7
The death bed test is a great idea.
Eat your da** vegetables.
Have quality relationships and surround yourself with good people.
YouTube https://youtu.be/scYnjqK39t8
You can contact Tate or learn more about his business at https://www.cfgreatnorth.com/, https://www.facebook.com/crossfitgreatnorth/, or his email tate@cfgreatnorth.com.2020-05-0807 minRetirement Planning - Money Not MathWhat lessons has Tate learned through his experiences? Money Not Math 72 Clip 6What lessons has Tate learned through his experiences? Money Not Math 72 Clip 6
Bookkeeping is a must for a business owner. Jared May, have you read the book “Profit First”?
What lesson would Tate teach his younger self right out of school? DESERVE IT!
YouTube https://youtu.be/dSXQ5FS-nJk2020-05-0804 minRetirement Planning - Money Not MathHow and WHY Tate started his business, CrossFit Great North. Money Not Math 72 Clip 5How and WHY Tate started his business, CrossFit Great North. Money Not Math 72 Clip 5
Congratulations on 5 years in business Tate. Even if you did forget.
Tate loves sharing his freedom with other people.
YouTube https://youtu.be/TotdHO81KNA2020-05-0806 minRetirement Planning - Money Not MathWho does Tate Sorvig and CrossFit Great North bring the most value to? Money Not Math 72 Clip 4Who does Tate Sorvig and CrossFit Great North bring the most value to? Money Not Math 72 Clip 4
Do you want more freedom in your life?
YouTube https://youtu.be/02FZg8ByOio2020-05-0703 minRetirement Planning - Money Not MathHow do you separate motivating people through fear vs. inspiring them to be healthy? Money Not Math 72 Clip 3 with Tate SorvigHow do you separate motivating people through fear vs. inspiring them to be healthy? Money Not Math 72 Clip 3 with Tate Sorvig
Do you lean into your fear or sedate yourself to avoid it?
Do you know your why?
YouTube https://youtu.be/NP2RogYMD8E2020-05-0705 minRetirement Planning - Money Not MathCould CrossFit Great North help you find freedom through your health and fitness? Money Not Math 72 Clip 2 with Tate SorvigCould CrossFit Great North help you find freedom through your health and fitness? Money Not Math 72 Clip 2 with Tate Sorvig
YouTube https://youtu.be/XE4LSdERKEw2020-05-0714 minRetirement Planning - Money Not MathWho is Tate Sorvig? Money Not Math 72 Clip 1 with Tate Sorvig- CrossFit Great NorthWho is Tate Sorvig? Money Not Math 72 Clip 1 with Tate Sorvig- CrossFit Great North
Get to know Tate Sorvig, the owner of CrossFit Great North in this clip of our full conversation from 5/6/20.
YouTube: https://youtu.be/rxGfSDPHmHA2020-05-0705 minRetirement Planning - Money Not MathDeserve It! Money Not Math 72 full conversation with Tate Sorvig- CrossFit Great NorthDeserve It! Money Not Math 72 full conversation with Tate Sorvig- CrossFit Great North
Get to know Tate Sorvig as a person, what he does for business, who he does it for, and most importantly why he does it, in this awesome conversation I was fortunate to have with him.
YouTube: https://youtu.be/64UNbrbZETw
Please let us know if you have questions. You can contact Tate or learn more about his business at https://www.cfgreatnorth.com/, https://www.facebook.com/crossfitgreatnorth/, or his email tate@cfgreatnorth.com.2020-05-0648 minRetirement Planning - Money Not MathHow a 403(b) and 401(k) are different from each other and different then a retirement plan. Money Not Math 71How a 403(b) and 401(k) are different from each other and different then a retirement plan. Money Not Math 71.
Are you aware of the differences between 403(b)s, 401(k)s and the other options available to grow and protect your wealth for your financial future?
Are you comfortable with giving away control of your financial future to the government and stock market?
Do the rules surrounding these so-called “tax advantaged” accounts make sense to you?
YouTube: https://youtu.be/wpiKTxiMgRM
Link to the article: https://www.foxbusiness.com/money/403b-vs...2020-05-0118 minRetirement Planning - Money Not MathKeeping perspective when it comes to your financial planning and stock market volatility. Money Not Math 70Keeping perspective when it comes to your financial planning and stock market volatility. Money Not Math 70
Would it be valuable to have your wealth growing and protected in a way that will not cost you money the next time the market corrects?
Would it be valuable to have your wealth growing and protected in a way where you don’t have to be stressed out about a stock market correction when you are nearing or in retirement?
Would it be valuable to plan in such a way that the money you do have in...2020-04-2907 minRetirement Planning - Money Not Math2 mistakes you could make today that will threaten your retirement savings tomorrow. Money Not Math 692 mistakes you could make today that will threaten your retirement savings tomorrow. Money Not Math 69
There are two types of savers, which one do you want to be?
Have you considered all of your options and the potential negative effects before taking a loan from your 401k?
YouTube: https://youtu.be/wJT9CulKez4
https://www.businessinsider.com/personal-finance/mistakes-threatening-retirement-savings-to-avoid-2020-42020-04-2910 minRetirement Planning - Money Not MathAre you protecting your most valuable asset? Money Not Math 67 with Ross WelteAre you protecting your most valuable asset? Money Not Math 67 with Ross Welte
Our perception becomes our reality.
Planning is a process, not a product.
It is all about education. Our goal is to provide quality enough education to empower people to make confident decisions for their financial future.
There is no such thing as a good team without both quality offense and defensive planning.
YouTube: https://youtu.be/VFe5zfFvi_A2020-04-2211 minRetirement Planning - Money Not MathWhy do we save money in the first place? What is the value of money to you? Money Not Math 66 with Ross Welte- Clip 3 YouTube https://youtu.be/t4byEQrDFYUWhy do we save money in the first place? What is the value of money to you? Money Not Math 66 with Ross Welte- Clip 3
YouTube https://youtu.be/t4byEQrDFYU2020-04-2110 minRetirement Planning - Money Not MathAre you aware of the value of your compounding curve? Are you keeping your money on your compounding curve or taking it off more than necessary? Money Not Math 66 with Ross Welte- Clip 2Are you aware of the value of your compounding curve? Are you keeping your money on your compounding curve or taking it off more than necessary? Money Not Math 66 with Ross Welte- Clip 22020-04-2103 minRetirement Planning - Money Not MathHave you considered the difference between actual vs. average rate of return when planning for your financial future? Money Not Math 66 with Ross Welte- Clip 1Have you considered the difference between actual vs. average rate of return when planning for your financial future? Money Not Math 66 with Ross Welte- Clip 1
YouTube https://youtu.be/nPyn-CrJcJQ2020-04-2115 minRetirement Planning - Money Not MathWould you intentionally golf with only a driver and a putter? Then why are you doing it in your financial plan? Money Not Math 65Would you intentionally golf with only a driver and a putter? Then why are you doing it in your financial plan? Money Not Math 65
Hopefully this golf analogy brings you and your future financial planning value. 2020-04-0806 minRetirement Planning - Money Not MathThe CARES Act allows workers to borrow up to $100,000 from their 401(k) and what you need to know about 401(k) loans before you take one. Money Not Math 64The CARES Act allows workers to borrow up to $100,000 from their 401(k) and what you need to know about 401(k) loans before you take one. Money Not Math 64
- $100k or 100% of “Vested” balance
- Repaying the loan
- Interest payments
- Caveats to borrowing from your group retirement account
- Borrowing from an Old Group Retirement Account
- Using your loan wisely
- Late repayment may be costly
YouTube: https://youtu.be/kmP2hCiV8nY
https://www.thestreet.com/video/cares...2020-04-0713 minRetirement Planning - Money Not MathThe short- and long-term effects of the $2T stimulus bill to help us through the COVID19 Chaos. Money Not Math 63.The short- and long-term effects of the $2T stimulus bill to help us through the COVID19 Chaos. Money Not Math 63.
Do you believe the government will need more money in the future?
If they need more money in the future, do you think they will need a lot more?
And if they need a lot more money in the future, where do you think they will get it from?
How are you going to adjust your wealth accumulation and retirement planning to account for future tax changes and market fluctuations?
2020-04-0212 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledHandling Finances as a Couple with Mr Pulling CurlsToday we're talking about handling finances as a couple, and how to traverse some of those tough situations together. Including, debt, retirement, college savings and more! Today's guest is my husband, Drew Erickson. We've been married since 1997 and we've certainly had our fair share of fights about money (especially not having enough). This episode was inspired by my family finance posts. Big thanks to this week's sponsor, Family Routines. By getting into a routine with your money and organizing things in your house, things just run smoother! :) Mentioned in this post:2020-03-3021 minRetirement Planning - Money Not MathHow to Calculate Roth 401(k) Withholding. Money Not Math 62.How to Calculate Roth 401(k) Withholding. Money Not Math 62.
Roth vs. Traditional retirement account contributions and what they can mean for you
Employer Matching Contributions
Tax Effects of Roth withholding
Maximum contribution limits
YouTube: https://youtu.be/QYePHhUgUbs
Link to the article: https://budgeting.thenest.com/calculate-roth-401k-withholding-24124.html2020-03-2413 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledNew Years ResolutionsLet’s talk about using your spouse to help you make resolutions. How your “goal buddy” can help you take action with the things you need to change. BIG thanks to everyone who has reviewed my podcast, I really appreciate it! Today’s guest is my husband, Drew Erickson — he was also my episode on splitting chores (009). Big thanks to our sponsor Family Routines. If you are looking to make goals, one of the BEST things you can do is to create more margins in your regular life — and getting in snappy routines helps that a...2019-12-3012 min
Pulling Curls Podcast: Pregnancy & Parenting UntangledSplitting Up Chores in Marriage with Drew EricksonToday I’m bringing my HUSBAND on to talk about a pretty hot-button topic — how we split up the chores at our house. We’ve both been the main breadwinner in our family, and it has certainly changed how we view chores. Both of us came from families that the mom did most of the household work — but since I worked we needed to find a new solution — does any of that sound familiar? I think you’ll love today’s episode! This episode was inspired by my post on splitting household chores — which you can find here...2019-09-3020 min
Preaching SourcePreaching Interview: Drew EricksonPreaching Source Interview with Drew Erickson on October 11, 20172017-10-1130 min