Shows
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)You Want To Retire By 55. Here's 5 Things You Need To Know.Retiring by 55 sounds incredible, but it takes more than hitting a savings target. You need to understand how to bridge the gap between your last paycheck and the life you want to live.In this episode, Ari Taublieb, CFP®, shares the five things every early retiree should know before calling it quits. From the overlooked “Rule of 55” to navigating healthcare costs and tax traps, this guide helps you move forward with confidence in your plan instead of crossing your fingers.Here’s what we cover:The Rule of 55 — how it lets you access 40...
2025-11-1711 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why Only 3% of US Retirees Have Over $1MMost headlines shout that you need millions to retire comfortably. The truth? It depends on you. Ari breaks down what “enough” really means, and how to design a plan that fits your lifestyle, health, and peace of mind, not someone else’s spreadsheet.In this episode, you’ll hear real-life stories that prove one size doesn’t fit all. A saver with $3 million who can’t enjoy travel because of sciatica. A Chevron retiree with $487K, a paid-off home, and a $2,800 monthly budget living his version of freedom. Same markets, totally different outcomes—and both work....
2025-11-0310 min
Audio Journal of Oncology PodcastJohn P. Crown MD MBA: ESMO 2025, Berlin: Adjuvant Ribociclib Brought Longer Freedom from Metastases for Patients with HR+/HER2- Early Breast Cancer: NATALEE Five Year OutcomesAn interview with: John P. Crown MD MBA, Consultant Medical Oncologist, St. Vincent’s University Hospital, Dublin, Professor of Translational Cancer Research, Dublin City University, Professor of Medicine, University College Dublin Ireland.
BERLIN, Germany—Patients with high-risk node-negative ER-positive HER2-negative early breast cancer who had the CDK 4/6 inhibitor drug ribociclib added to their non-steroidal aromatase inhibitor (AI) adjuvant therapy after surgery had significantly longer freedom from progression to invasive disease compared with patients receiving the AI alone. This is according to five-year data from the NATALEE trial reported at the 2025 Annual Congress of the European Society for Medi...
2025-10-2430 min
20-Minute MBA PodcastDennis Smith : Founder of Party on the Moon, America's Most Sought-After Party BandIn this inspiring interview on The 20-Minute MBA Podcast, host Jeff Hopeck speaks with Dennis Smith, the original founder of Party on the Moon Band, a 14-piece entertainment group that rose from widespread skepticism to international acclaim.Dennis recounts his journey from an 11-year-old discovering live music for the first time to building one of the most sought-after event bands in the world. That childhood moment—watching a local band rehearse—ignited his lifelong fascination with the creative process and the power of collaboration. Despite early rejections and industry doubts, Dennis persisted in forming a large, high-energy ense...
2025-10-1419 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)7 Benefits Of Brokerage Accounts (Superhero)Forget everything you thought you knew about retirement planning. While 401(k)s and IRAs get most of the spotlight, brokerage accounts can be a powerful tool for flexibility, tax savings, and early retirement.In this episode, you’ll learn the seven key advantages brokerage accounts offer, including how a married couple could generate over $126,000 in tax-free annual income, how heirs can inherit appreciated assets without paying capital gains tax, and how these accounts provide penalty-free access to funds before age 59½.Ari explains how brokerage accounts can bridge the gap for early retirees, solve the “qualified rich...
2025-09-2913 min
Fuel Your Mind With Your Ears To A Must-Listen Full Audiobook.The Care Divide by Christopher Voss MD MBA MS MLS FCCP RPNIPlease visithttps://thebookvoice.com/podcasts/2/audible/260727to listen full audiobooks.
Title: The Care Divide
Author: Christopher Voss MD MBA MS MLS FCCP RPNI
Narrator: Gary Middleton
Format: mp3
Length: 5 hrs and 38 mins
Release date: 09-22-25
Ratings: Not rated yet
Genres: Policy & Administration
Publisher's Summary:
The Care Divide by Dr. Christopher Voss reveals how healthcare systems shape lives, opportunity, and dignity. Through two vivid stories—Ava, growing up in America’s fragmented system, and Zoe, raised with universal coverage—Dr. Voss shows the stark contrast between fear and freedom. Ava’s life is defined by delayed treatments, surprise bills, and chronic...
2025-09-225h 38Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)This Is What The Average Retiree Spends In RetirementAre you working longer than you need to because of a retirement planning mistake? One of the biggest misconceptions is assuming you will spend the same amount every year in retirement. The reality is different, and understanding it could change when you retire.Experts call it the retirement smile. In your “go-go years” (65–75), spending is highest. Travel, hobbies, and experiences often run $60,000 to $65,000 a year for the average household. In the “slow-go years” (76–85), spending usually drops to $50,000 to $55,000 as travel slows down. Then come the “no-go years” (86+), where overall expenses dip but healthcare costs rise, creating the curve that compl...
2025-09-1513 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)4 Massive Reasons You'll Wish You Retired EarlierEarly retirement is about more than moneyScience shows there are compelling reasons to retire sooner than most people think. The UK’s Whitehall 2 study found that retiring at 60 lowers the risk of chronic disease by 32 percent compared to working longer. Harvard research reveals that close relationships, not wealth or titles, are the strongest predictor of long-term health and happiness. Early retirement creates the “time freedom” to invest in those connections.I share with clients the three phases of retirement: the go-go years (55–70), slow-go years (70–85), and no-go years (85+). Waiting too long can mean missing yo...
2025-08-2508 min
MBA CandidateEpisode 9: Manual of Financial Education – Transforming Your Relationship with Money🎙️ MBA Candidate Presents: Manual de Educación Financiera by José Antonio Madrigal💡 Have you ever wondered what financial knowledge we should all learn early on? In this episode, we dive into the key lessons from the Manual of Financial Education, a book designed to help us better understand money, investing, and the importance of financial literacy in everyday life.🔹 Why is financial education the cornerstone of long-term freedom and stability?🔹 What practical principles can we apply today to make smarter money decisions?🔹 How can we avoid the most common mistakes when saving and investing?🔥 Don’...
2025-08-1831 min
Business 101 Podcast | Finance and Growth Mastery401k Tax Strategies for Business Owners: Maximize Savings & Retire Early w/ Matt RuthenbergUnlock 401k tax strategies for business owners and discover how to save six figures in taxes while building long-term wealth. Matt Ruthenberg shares expert insights on retirement planning, tax benefits, and custom plan stacks designed for founders who want financial freedom and early retirement.What you’ll learn:• How business owners underuse 401k plans and the hidden opportunities inside the tax code• Profit sharing, cash balance defined benefit plans, and the “retirement plan stack”• 401k vs Roth IRA, mega backdoor Roth, and self-directed real estate options• S-Corp salary rules, LTIPs for key employees, and state auto...
2025-08-1845 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)I Want To Retire (Or Just Work Less). Will I Still Be On Track For A Comfortable Retirement?Some choose to grind a few more years in a high-paying job they dislike, aiming for an early, full stop at retirement. Others step into more fulfilling work that pays less, but adds purpose to their days—and often still results in more wealth than expected.Take John and Jennifer. Both start at age 50 with $1M saved and $150K salaries. John works five more years at a job he doesn’t enjoy, retiring at 55 with $1.62M. Jennifer switches to work she loves at $100K for 10 years, retiring at 60 with $2.1M. The math is surprising—Jennifer ends up with m...
2025-08-1811 min
The Tech Glow Up - Fabulous conversations with innovative minds.Education is Freedom - James KeyesJim Keyes, bestselling author of “Education is Freedom” and former CEO of Blockbuster and 7-Eleven, is a living example of how access to knowledge can transform a life. Jim’s journey began in a tumultuous, disrupted household, where independence was forced on him at an early age. Rather than letting these disadvantages define him, Jim embraced education—not to climb the professional ladder, but as the ultimate pathway to freedom: freedom of choice, freedom to chart his own course, and freedom from obligation to anyone or anything.Key TakeawaysEducation = Freedom: Learning isn’t jus...
2025-08-0837 min
Triangle Tweener TalksWritten Word Media's Ricci Wolman on Immigrating to the US, Entrepreneurial Freedom, and the Paradox of ChoiceFrom her upbringing in Johannesburg, South Africa, to a career spanning Wall Street, an Ivy League MBA, and the early days of e-commerce, Ricci Wolman’s journey is a all about problem solving, resilience, freedom, and...the paradox of choice? As the CEO and co-founder of Written Word Media, she has built a bootstrapped and profitable business by solving a problem her own mom faced: book discovery in a crowded market.Tune in to hear:Ricci's immigration story from South Africa to the US and the culture shocks she faced along the way.Why she...
2025-08-071h 24Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why I Love Retirement Planning At 29 Years OldWhat does soccer have to do with retirement? A lot more than you'd think. As a 5'5" former college soccer player turned financial advisor, I’ve learned it’s not about brute strength. It’s about smart decisions. That mindset guides the way I approach financial planning today.At 29, people ask why I care so much about retirement. The answer is simple: good planning gives you time. And time with the people you love is the most valuable thing there is. I've seen how a well-structured plan, from managing taxes to optimizing healthcare and using flexible accounts, can bu...
2025-07-2815 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)5 Surprising Statistics That Will Make You Want To Retire EarlyReady to feel more motivated about retiring early? These five research-backed stats reveal how early retirement can positively impact everything from health to relationships—and might be the nudge you need to take your financial independence plan more seriously. The benefits go well beyond just having more free time.While many people delay retirement out of fear or uncertainty, the data shows that stepping away from work earlier can lead to greater satisfaction, improved well-being, and more meaningful use of time. But getting the timing right means understanding your financial picture and knowing when enough is truly en...
2025-07-2117 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Here's How To Plan For Social Security If You Retire EarlyToo many people delay retirement just to boost their Social Security benefits, often at the cost of time, energy, and joy. But at Root, we believe retirement planning should be about more than just maximizing one metric. It should be about maximizing your life.If you're working extra years simply to avoid gaps in your earnings history or to earn a slightly higher monthly benefit, it's worth rethinking the bigger picture. In many cases, the trade-off isn't worth the lost years of freedom and vitality.A more holistic strategy might involve intentionally drawing from your...
2025-07-1419 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why Retire Early? History Of The PodcastWhat if work became a choice, not a requirement?The Early Retirement Podcast is here to help you navigate the path to financial independence, so you can retire when you want and live how you want. Whether you’re nearing retirement or just starting to plan, this podcast delivers clear, actionable insights designed to simplify your biggest financial decisions.We focus on strategies that make a real impact—from tax planning moves that may unlock $100,000+ in lifetime savings, to investment and withdrawal strategies that align with your values and goals. It's not about chasing perfection, it's...
2025-06-3019 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why Brokerage Accounts Might Be the Most Underrated Tool in Your Financial PlanYou’ve probably heard that maxing out your 401(k) and IRA is the smartest move you can make. But for many investors, that strategy alone may lead to a surprising challenge: becoming "qualified rich, cash poor." In other words, having plenty saved, but locked away in accounts you can’t easily access without tax consequences or penalties.That’s where the often-overlooked brokerage account comes in.Also called a taxable, individual, or joint account, the brokerage account offers unmatched flexibility. No age restrictions. No early withdrawal penalties. And potential long-term capital gains tax treatment instead of hig...
2025-06-2618 min
Inner Peace, Better HealthFrom PowerPoint to Purpose: Pav Lertjitbanjong on Financial Freedom and Layoff-Ready LivingWhat if your next layoff—or decision to walk away—could lead to your greatest breakthrough? In this episode of Inner Peace, Better Health, host Shreya is joined by Pav Lertjitbanjong, founder of LayoffReady.com and a top MBA who left her corporate career at 43—not because she had to, but because she planned for it. Pav shares how personal crises like divorce and the loss of a loved one sparked a radical shift, pushing her to redefine success, reclaim her time, and layoff-proof her life. Learn how to calculate your “freedom number,” reduce your financial dependence, and build the courag...
2025-06-1921 min
Wealth Planning for the Modern PhysicianExecutive Summary: Highlights of Season 5 with Host, David MandellIn this final episode of Season 5, host David Mandell recaps the season's key themes and previews the upcoming Summer Rewind series, which will highlight standout episodes from Seasons 3 and 4. The podcast will continue on a biweekly schedule over the summer, with new introductions to previously released episodes, allowing listeners to revisit valuable content over the Summer. David reviews each of the 18 episodes of Season 5, including a quick recap and highlights. The goal of this episode is to help listeners catch up on missed episodes or revisit important insights they may have forgotten. He invites feedback...
2025-06-1136 min
The Contrarian Capitalist PodcastShailesh Kumar - 1 key attribute you NEED when it comes to investingToday’s podcast guest is Shailesh Kumar, MBA of The Astute Investor's Calculus. Shailer is a former management consultant and an entrepreneur with multiple exits. With 25+ years perfecting small-cap value investing, he brings exclusive, high-growth strategies for building wealth.In this wide-ranging episode, we explore:* Why you MUST have a process!* Portfolio management/risk management strategies* Figuring out a fair value of a company* Why understanding the company can help you to invest effectively* The importance of having end goals* 1 key attribute when it...
2025-06-0541 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Ready to Retire? Here's How to Tell Your Company │ Root TalksIn this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends your career.Whether you're months away or years out, this discussion tackles the fear, hesitation, and freedom that come with telling your boss you're done. You'll hear real stories from Root Collective members who’ve taken the leap, insights on counteroffers, and a powerful reframe: every “yes” to more work is a “no” to your time, your family, your dreams.Hear more stories from the Root Community here: https://www.skool.com/rootcollectiv...
2025-05-2924 min
Leverage for Growth PodcastS3 / AL EP 73: James Lincoln - Why You Should Focus On The Freedom Metric🎙️ In this episode of Leverage for Growth, Jesse Gilmore sits down with James Lincoln—founder of Goodly—to unpack the real metric that matters: freedom. 🚀 What started as a side hustle during James's MBA turned into a thriving agency doing $40K+ months. But what truly drove him wasn't money—it was the desire for time freedom, autonomy, and a business that supported the life he actually wanted. 👉 You'll hear how James: Built an agency while balancing school, a job, and two kids Delegated early by necessity, not luxury Learned to trade revenue for life...
2025-05-2129 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)The Surprising Regrets of Wealthy Retirees | Root TalksRetired with millions—but full of regret?In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who did everything “right” financially but still feel like they missed out. From sacrificing health and relationships for more savings, to realizing too late that they were planning for someone else’s version of success, these lessons are emotional, practical, and essential.What you’ll learn:Common regrets wealthy retirees confess after leaving workWhy financial freedom means nothing without health, time, or joyHow to avoid esta...
2025-05-1516 min
MBA CandidateEpisode 2: Retire Young Retire Rich – Unlocking the Mindset of Financial Freedom🎙️ MBACandidate Presents: Retire Young Retire Rich by Robert Kiyosaki💸 What does it really take to break free from the rat race and build wealth early in life? In this episode, we dive deep into Robert Kiyosaki’s Retire Young Retire Rich, a powerful roadmap for achieving financial independence through mindset shifts, strategic investments, and entrepreneurial thinking. 🚀📈🔹 What key beliefs separate the rich from the middle class and poor?🔹 How can you start building assets that generate passive income?🔹 What steps can you take today to move toward early retirement?🔥 Don’t miss this game-changing episode packed with practical...
2025-05-0721 min
Real Estate Educators Podcast with Kevin AmolschTony Lopes - Achieving Financial Freedom, An Investor's Journey From Corporate America to Real EstateI'm back with another fireside chat about investing in real estate. Today I had the pleasure of chatting with Tony Lopes, an experienced real estate investor who retired early from corporate America thanks to smart property investments. In this episode, Tony shares openly about the ups and downs of his journey, the mistakes he made along the way, and how he was able to achieve financial freedom through real estate. I loved his authenticity and think you'll get a ton of value from his wisdom. I hope this chat leaves you feeling motivated and full of ideas to advance y...
2025-05-0753 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)Why More People Are Retiring Early Today Than Ever BeforeMore Americans than ever before are retiring early due to seven key factors reshaping our approach to work and retirement planning.• COVID-19 accelerated early retirements with 2.6 million more people retiring during the pandemic than expected• Average retirement age dropped from 64 in 2019 to 62 in 2022, one of the sharpest declines in decades• The FIRE movement (Financial Independence, Retire Early) has grown by 300% in searches between 2018-2023• Strong market performance created record numbers of 401(k) millionaires• Remote work flexibility enables 40% of workers to retire 2-5 years earlier than previously planned• 68% of Americans have reprioritized work-life balance with...
2025-04-2814 min
Lights Out: Technology and Automation Podcast by MakingChipsAutomation: The Key to Time Freedom in Machining, Ep #14Have you ever felt like the traditional path of working harder to get ahead isn't the answer? In this episode, Ryan Bankel, founder of Imago Precision Machining, shares the story of how he built his business from the ground up. What started in a garage has grown into a company with a strong focus on sustainability and automation. Ryan talks about how he carefully crafted his shop's operations to run smoothly, even without him being physically present. His goal? Time freedom—not just for himself, but for his employees, too. As a self-taught machinist, Ryan did...
2025-03-2841 min
REVENUE READY CREATIVE | Grow Your Art Business Online, Art Business Coaching, Increase Productivity, Passive Income for Self-Employed Artists27. Are Early Retirement and Financial Freedom Possible When You’re a Self-Employed Artist?It’s always helpful to hear different perspectives, especially when it comes to money-related planning for the future.
Hi! I’m Heather Allen, your personal professor of revenue readiness. I help artists and creative business owners to identify and optimize their revenue and income potential. And today I’m bringing a special guest into the classroom today to share a vision for what early retirement can look like.
Pamela Reed is a certified life coach and financial strategist with a passion for helping others experience abundant wealth. Her journey toward financial freedom began early in her fed...
2025-02-2426 min
MBA CandidateEpisode 2: The Path to Early Wealth – Retire Young, Retire Rich by Robert Kiyosaki🎙️Welcome to Episode 2 ofMBA Candidate! In this episode, we explore one of Robert Kiyosaki’s most powerful books:Retire Young, Retire Rich.💡 This book is all aboutbreaking free from financial limitations and building wealth at an accelerated pace. Kiyosaki shares the mindset shifts, strategies, and real-life lessons that helped him and his wife retire early with financial freedom.🔥Key Takeaways:✔️ The power ofleveraging assets to create exponential wealth.✔️ How to develop arich mindset that breaks traditional financial barriers.✔️ Whytaking calculated risks is essential for escaping the 9-to-5 grind.✔️ How business professionals and MBA candidates can apply...
2025-02-1315 min
Fuel Your Mind With This Game-Changing Full Audiobook And Feel The Difference.The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing by Jay Zigmont PhD MBA CFPPlease visithttps://thebookvoice.com/podcasts/1/audiobook/812584to listen full audiobooks.
Title: The Childfree Guide to Life and Money: Make Your Finances Simple So Your Life Without Kids Can Be Amazing
Author: Jay Zigmont PhD MBA CFP
Narrator: Jonathan Todd Ross
Format: Unabridged Audiobook
Length: 8 hours 10 minutes
Release date: December 31, 2024
Genres: Accounting & Finance
Publisher's Summary:
Design the life you want, then create the right financial plan to get you there. Financial planning looks vastly different for DINKs (dual-income, no kids) and SINKs (single-income, no kids). But nearly all the advice out there assumes you have children or will have them someday...
2024-12-318h 10Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)How Much Do I Need To Spend $10k/Month In Retirement? Hint: LESS THAN YOU THINK!Understanding how much money you really need for retirement is essential. This episode reveals that you don't necessarily need $3 million to retire comfortably, and discusses dynamic spending and adaptable withdrawal strategies to enhance financial security and freedom. • Overview of common retirement spending misconceptions • Importance of dynamic spending throughout retirement • Critique of the 4% rule and its limitations • Introduction to Guyton's Guardrails approach for adaptive withdrawals • Necessity of a diversified portfolio for sustainable withdrawal rates • Exploration of supplemental income sources like Social Security • Encouragement to rethink retirement spending strategies • Call to action for listeners to engage...
2024-12-3014 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)You Won't Believe How This Couple Retired Early With $500k+Imagine retiring early and living comfortably on just $500,000 in liquid assets. How did one couple manage to make this dream a reality without being investment experts? In this episode, I uncover their inspiring journey, where strategic lifestyle choices played a crucial role in their financial independence. Despite some initial hesitations to reveal their story, the couple offered valuable insights into how they achieved early retirement by aligning their financial resources with their lifestyle goals. This episode is a testament to the fact that financial freedom isn't reserved just for millionaires, but is attainable for those who prioritize their values...
2024-12-2314 min
Personal Finance CatEpisode 66 - Empowering Financial Freedom: Interview with Tanya Taylor✔️Summary: In this episode, I interviewed Tanya Taylor, a financial coach, who focuses on helping individuals and corporate employees enhance financial literacy and achieve stability. Through her personal coaching program, she empowers clients to build financial confidence, starting with mindset work. Tanya guides clients in areas like budgeting, credit repair, investing, and retirement planning. In the corporate space, she conducts financial literacy workshops to address gaps where employees often underutilize company-offered financial programs due to accessibility challenges.Tanya’s financial journey began early when she immigrated to the U.S. and...
2024-12-0759 min
The Veteran Finance PodcastHow Veteran Business Owners Can Save 5 Figures on Travel with the Southwest Companion Pass | E57I dive into the Southwest Companion Pass, a travel hack I’m currently using that offers huge savings for frequent travelers. The pass allows you to bring a companion along on any Southwest flight for just the cost of taxes, making it an incredible deal if you often fly with someone. To earn the pass, you need 135,000 qualifying points, which can be done efficiently through Southwest credit cards and carefully timing your spending to hit signup bonuses early in the year. I stress the importance of tracking expenses diligently to maximize the two-year eligibility period, ensuring you get the mo...
2024-11-2012 minThe Veteran Finance PodcastLife and Disability Insurance for Military and Veterans - Broc Buckles | E56Today, I welcome Broc Buckles, co-founder of BC Brokerage, an insurance partner for fee-only financial planners specializing in diverse insurance types, including life, disability, and long-term care. We discuss BC Brokerage’s unique approach, emphasizing honesty and transparency, especially for military veterans and active-duty members who may face insurance hurdles due to health screenings. We highlight the importance of adequate life insurance, especially for transitioning military personnel, and explore how company-provided insurance might lack portability and sufficient coverage, urging listeners to secure personal policies early. Disability insurance is crucial, as statistics show that one in four 20-year-olds will experience a...
2024-11-0625 min
Next Level FREEDOM - Your Better Life PodcastFrom Fatigue to Freedom: Addressing Low Testosterone with Dr. Darla LoganIn this episode of the Next Level Freedom Podcast, host Ray Mertens sits down with Dr. Darla Logan, an accomplished physician, best-selling author, and the medical director and owner of Cell Med Clinics in Phoenix, Arizona. Dr. Darla, a graduate of Sonoran University with an MBA from New Mexico State University, brings her expertise as a naturopathic medical doctor to a discussion focused on the often-overlooked aspects of men’s health and mental well-being. Together, they dive into the ways low testosterone and hormone imbalances can impact not only physical health but also mood, motivation, and the overall quality of...
2024-10-2934 min
Cortburg Speaks RetirementHow to Retire by 40Learn expert strategies to retire early by 40. Miguel Gonzalez, CRC, shares actionable tips on retirement planning and savings growth to secure your future.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from...
2024-10-1611 minThe Veteran Finance PodcastVeteran Couple’s Guide to Money, Marriage & Business Success - Shelley Baskin l E53In episode 52, I welcome my wife, Shelley Baskin, to talk about how we handle finances in our marriage. We share our thoughts on joint versus separate finances, the importance of open communication, and how we balance our individual spending preferences. We also dive into managing our household finances while running a business and setting long-term financial goals. Shelley and I emphasize how crucial shared values and honest communication are in creating financial harmony.
Key Takeaways:
• Should all accounts be joint? When should accounts become joint?
• Who pays for what? And is th...
2024-09-2523 min
The Freedom Formula for Physicians | How Doctors Cut Debt & Slash Taxes | Business Of Medicine | Financial Education[REPLAY] S4, Episode 31: Jon Appino- The First 5 Commandments of Employment ContractsToday, we are going to focus on physician employment contracts and chat with Jon Appino, the CEO of Contract Diagnostics.
As a matter of fact, this is Jon's SECOND time on the show. This interview was recorded all the way back 2 years ago in the summer of 2016--- it inspired the contracts section of The Young Physician's Guide to Money & Life.
Jon obtained his BS in Biology and Chemistry with a Pre-med focus. After deciding on a business career over medicine, he has spent the past 15+ years working in various-sized companies and start-ups in the...
2024-08-3020 min
Women On PurposeDiane Watson's Guide to Women's Financial FreedomDiane Watson is a relationship-focused financial planner with over 30 years of experience and the author of the Amazon bestseller "She Can Prosper”. She joins Toni and Lesley to talk about financial empowerment, sharing invaluable insights on women's financial independence, the importance of financial planning, and overcoming societal barriers. From childhood money mindsets to practical tips for business owners, this episode is a must-listen for anyone looking to take control of their financial future. KEY TAKEAWAYS Early childhood experiences and parental attitudes significantly shape our financial mindsets and behaviours in adulthood. Women often face unique challenges in fi...
2024-07-3158 minThe Veteran Finance PodcastHow Much is Your Car Costing You? l E48I get into the hidden costs of car payments and their long-term financial impact. Using a hypothetical scenario, I illustrate how a large car payment can significantly diminish potential investment returns over a 40-year period. For example, purchasing a $30,000 car with a $15,000 down payment results in monthly payments of $296, which over five years totals $21,148, and leads to a lost opportunity cost of $225,793 in investments. I break down various car purchase prices, from $30,000 to $80,000, showing the substantial financial consequences of each choice. The analysis includes interest rates, monthly payments, and the impact on retirement accounts and other investments. To wrap...
2024-07-2405 min
Versa Business Tips Podcast🎙️ Episode 31: Navigating Child Free Financial Freedom with Jay Zigmont, PhD, MBA, CFP®Welcome to another episode of the Versa Business Tips Podcast! In Episode 31, we are honored to host Jay Zigmont, PhD, MBA, CFP®, the Founder of Childfree Wealth. Jay is a leading expert in life and financial planning for Childfree and Permanently Childless individuals. As a certified financial planner and author, he brings a wealth of knowledge and a unique perspective to financial independence.Jay has been featured in top-tier publications like Fortune, Forbes, MarketWatch, Wall Street Journal, New York Times, and CNBC. He is also the co-host of the Childfree Wealth podcast and holds a PhD in A...
2024-07-0334 minEarly Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)4 Steps To Determine When You Can Retire EarlyCreate Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereReady to redefine your golden years and gain the freedom to live on your own terms? Join me, Ari Taublieb, a certified financial planner and your guide through the intricacies of early retirement. This episode of the Early Retirement Podcast is a treasure trove of insights, providing a checklist for assessing your readiness to retire early. It's not just about having enough money; it's about envisioning your life's...
2024-05-1322 min