Shows
Empty Nest Full Pockets PodcastWhen Adult Children Need Help: A Parent's Guide | EP2Strengthening futures by protecting your own. In today’s episode, Matt Meline unpacks the hidden costs of financial help, from everyday emergencies to big milestones like weddings and first homes. With personal stories and practical strategies, Matt shows how to set healthy boundaries, create mindful giving plans, and protect your retirement without losing your generosity.Digital Asset:Download Our Empty Nest Success Checklist - https://prairiefirewealth.com/areas-of-focus/empty-nest-planning/Episode highlights:(2:52) Why generosity often turns into obligation(4:28) Retirement risks of supporting kids(6:26) Setting boundaries on big ex...
2025-10-1413 min
Empty Nest Full Pockets PodcastFinancial Reset for Empty Nesters | EP1What do you do when the kids leave and life feels different financially and emotionally? In this episode of Empty Nest Full Pockets, Matt Meline shares how to reset your finances and reclaim your purpose in this new chapter. From extra cash flow to insurance, housing, and long-term planning, Matt shows how to turn transition into opportunity. You’ll also learn why this isn’t just about money, it’s about rediscovering your why and aligning your goals with what matters most. Tune in and take the first step toward making your empty nest full of freedom and possibility.
2025-10-0713 min
Empty Nest Full Pockets PodcastEmpty Nest Full Pockets: Purpose After ParentingWhat comes after the kids leave home and the house gets quiet? This podcast is for parents stepping into the empty nest stage and wondering what’s next. If your kids are grown and you’re ready to focus on your own goals, this show will help you with everything from smart financial planning and retirement decisions to managing family changes and rediscovering your purpose. Welcome to Empty Nest Full Pockets podcast. — I sincerely appreciate your support. Thank you for being a part of our podcast journey. If you haven't already...
2025-10-0701 min
The Optometry Money PodcastProfit Sharing Demystified: How Optometry Practice Owners Can Maximize Their 401(k) with Matt RuttenbergQuestions? Thoughts? Send a Text to The Optometry Money Podcast!Episode Summary: As your practice grows and profits increase, one of the most powerful tax and retirement planning tools available to optometry practice owners is profit sharing within your 401(k) plan. But what exactly is profit sharing, and how can you optimize it for both you and your employees?In this episode, Evon welcomes back Matt Ruttenberg of Life Inc. Retirement Services to break down everything optometrists need to know about profit sharing contributions. They discuss how profit sharing works, the different...
2025-09-2540 min
Clown QuestionsIs San Fran's season over? Was the spit self defense? How can I focus on baseball?! + FYI w/ Colby Wooden & Cheater's CFP Champion Pick0:00 - intro0:38 - is San Fran's season over?4:46 - How can I focus on baseball?!8:09 - Was the spit self defense?11:40 - Who's staying put?16:21 - is the WNBA cooked?18:51 - First Your Interruption w/ Colby Wooden22:20 - Top 10 Goosebump Moments of the Week26:27 - Cheater's CFP Champion Pick
2025-09-1229 min
Kitchen Table FinanceThe Big Beautiful Tax Bill with Matt Cooper, CPATaxes aren’t usually described as “big and beautiful,” but the new tax bill brings plenty of changes worth understanding. In this episode of Kitchen Table Finance, Nick sits down with Matt Cooper, CPA and owner of Matthew Accounting in DeWitt, Michigan, to unpack what these updates mean for individuals and small business owners.
https://youtu.be/MTJXctr_nf8
Together, they cover what’s changing, what’s staying the same, and what opportunities you may have to better plan for your financial future.
Highlights from the Conversation:
Tax Brackets & Standard Deduction: Both remai...
2025-08-2500 min
Taming the Financial ChaosWhat Galileo Can Teach Us About AdviceIn this episode, we’re taking a little detour from the usual financial talk—because sometimes, the most powerful lessons come from unexpected places.We kick things off with a story about Galileo (yes, the telescope guy) and what happened when he challenged what everyone thought was true. It’s not just a history lesson - it’s a reminder of how easy it is to dismiss new ideas without truly listening. And honestly, we see a lot of that happening today.As financial advisors and as human beings, we all give advice, whether we realize...
2025-05-2714 minEmpty Nest Full Pockets Podcast#19 - Protecting Mom and Dad from Elder ScamsHave you ever wondered how scammers exploit technology to deceive even the most vigilant among us? This episode of The PrairieFire Podcast reveals the latest schemes—from fake QR codes to romance scams—and equips you with simple, effective ways to protect yourself. Join Matt Meline and Will Schrader as they share tips from a financial crime expert on recognizing red flags and staying one step ahead. Don’t miss this vital discussion to safeguard your finances and peace of mind.If you encounter a scam, here are the steps and websites to report it:1. IC3 (I...
2025-01-2324 min
Common Fan - A Nebraska Football PodcastESPN’s Taylor McGregor Talks CFP, B1G vs SEC, & Husker Football with the Common FansESPN’s Taylor McGregor joins the Common Fans to talk all the latest with the College Football Playoff, give her take on the sniping between the Big Ten and SEC, and offer some thoughts on Nebraska football heading into Year 3 under Matt Rhule.
Year 1 of the expanded CFP: more football is better than less football!
This year proved the expanded playoff makes the regular season more relevant, not less.
T Mac shares her perspective from being in the house for many of the biggest bowl and CFP games.
Big Ten vs. SEC: the never ending debate.
Kiffin’s comments...
2025-01-2040 minEmpty Nest Full Pockets Podcast#18 - Helping Mom and Dad with Housing Expert Jennifer VoigtHow can you support aging parents while keeping your peace of mind? In today’s episode, Matt Meline connects with senior living expert Jennifer Voigt to share tips on starting tough conversations, planning, and exploring home health care. From recognizing signs of needed changes to managing family dynamics and finances, this episode offers practical guidance to help you make informed decisions for your loved ones.Jennifer Voigt is an expert in senior living and real estate. She has years of experience helping families navigate the challenges of elder care and housing transitions. Jennifer combines her industry knowledge wi...
2025-01-0933 minClown QuestionsMEGA SHOW feat. Top 25 Goosebump Moments of the Week(s), First Your Interruption w/ Mike Malone, CFP Semifinal Picks + Where will Jimmy Butler get traded?0:00 - intro0:52 - Where will Jimmy Butler get traded?10:13 - Are the Lakers back?13:31 - Who won the fight?16:55 - Are the Browns cooked?24:05 - Who hurt?29:19 - Who broke a record?32:40 - What's good in the MLB?35:39 - is Curt Cignetti a pothead?43:11 - Anything else happen?49:59 - Why was Mike Brown fired?51:24 - First Your Interruption w/ Mike Malone55:40 - Top 25 Goosebump Moments of the Week(s)1:04:03 - CFP Semifinal Picks
2025-01-051h 08Empty Nest Full Pockets Podcast#17 - Caring for Mom and Dad - Becky's StoryWhat happens when the roles reverse, and you become your parent’s caregiver? In this episode, Matt Meline and longtime friend Becky Pratt share a deeply personal journey through caregiving’s emotional and financial challenges. Becky reflects on her family’s experiences, from managing shared real estate to helping her mother transition into assisted living. She also shares practical tips for fostering family communication and solving challenging problems creatively. Becky’s insights will inspire and guide you whether you’re starting this journey or deep in it.Becky Pratt, CRCM, QRD®, is a seasoned leader in audit and banking...
2024-12-2624 min
NoBS Wealth12 Days of Giving Day 11: The Life-Changing Power of Shutting Up and Actually ListeningEver feel like everyone's talking, but no one's really listening? In Day 11 of our "12 Days of Giving" series, we sit down with Matt Halloran, a former therapist turned financial services marketing expert who conducted over 3,000 interviews and discovered a game-changing truth: the power of authentic listening.From his early days as a 13-year-old radio host to becoming a therapist and eventually revolutionizing how financial advisors connect with clients, Matt shares the surprising secret that transformed his practice – and it's not what you think. His journey led to writing "Shut the F Up and Listen" (available on Amazon: ht...
2024-12-2323 min
Common Fan - A Nebraska Football PodcastNebraska vs BC, CFP Rundown, Big Ten Bowl Predictions & More!The Common Fans break down the first ever 12 team college football playoff, Nebraska’s bowl game, and the other Big Ten bowl matchups:
Predictions for each first round CFP game.
Who has the hardest path? Who is best positioned to win it all?
Who could make a run? Possible cinderella stories.
How close is Nebraska? When can Husker fans start dreaming of the CFP?
Predicting all the Big Ten bowl matchups.
Plus, the boys spend a significant amount of time looking at Nebraska’s matchup with Boston College in the Pinstripe Bowl:
Comparisons to the Gotham Bowl, Bob...
2024-12-1656 minEmpty Nest Full Pockets Podcast#16 - Caring for Mom and DadAre you prepared to support your aging parents through life’s most challenging transitions? In today’s episode, Matt Meline shares practical, compassionate strategies for discussing finances, health, and long-term care. You’ll discover how to organize their affairs, prevent costly mistakes, and safeguard them from scams. Matt also provides a step-by-step checklist to guide you through every challenge. Whether you’re a caregiver or planning for the future, this episode equips you with the tools and confidence to help your loved ones feel safe, secure, and supported.Digital Asset:2024: What Issues Should I Consider...
2024-12-1228 min
Common Fan - A Nebraska Football PodcastFrost to UCF, Pinstripe Bowl, Some Good Portal News, CFP & More!The Common Fans break down all the latest Husker news:
It’s official: Nebraska will play Boston College in the Pinstripe Bowl in New York City on December 28.
Fan base seems torn: some disappointment about the bowl destination and the opponent, combined with excitement about the first bowl game since 2016.
Ultimately, it’s a step in the right direction.
Also, the crew discusses Scott Frost’s return as head coach at the University of Central Florida.
Happy for him? Don’t want him to do well? Somewhere in between? It feels like Husker Nation is all over the map.
Pl...
2024-12-0953 minEmpty Nest Full Pockets Podcast#15 - Life Moves Pretty Fast: Lessons from Ferris Bueller’s Day OffAre you playing it too safe in life—or holding onto things that aren’t important? In this episode, Matt Meline looks at the iconic 80s classic “Ferris Bueller’s Day Off” and reveals surprising lessons on living with more courage, joy, and purpose. Learn how Ferris, Cameron, and their unforgettable day off can inspire you to handle anxiety, take bold steps, and even rethink your finances. Whether it’s stepping out of your comfort zone or making time for what truly matters, this episode is packed with simple yet powerful tips to help you enjoy today while building a secure tom...
2024-11-2816 minEmpty Nest Full Pockets Podcast#14 - Every Move You Make: Financial and Life Lessons from The Police's Classic SongAre you tired of stressing over every single transaction in your bank account? Matt Meline explores how our desire for control can sometimes go too far. Using the classic 80s hit "Every Breath You Take" as a metaphor, Matt shows how obsession can sneak into our financial habits. Discover how to break free from money worries and build a healthier relationship with your finances. Learn practical tips to simplify your financial decisions, grow your savings, and find peace of mind. Tune in to learn how to control your money without letting it control you!Episode highlights:(1:30...
2024-11-1418 minEmpty Nest Full Pockets Podcast#13 - Maverick Moves: Financial Lessons From "Top Gun"Are you unsure if you're taking too many risks with your finances or not enough? In this episode, Matt dives into what Top Gun can teach us about managing risk, building discipline, and making better financial decisions. You'll get practical tips on investing, future planning, and staying on track with your goals. Don't miss out on these valuable lessons that can help guide your financial journey!Episode highlights:(1:48) Lessons from Top Gun(3:01) Risk management(4:09) Understand your risk profile, diversify, and avoid overconfidence(6:20) Personal story of investing and risk tolerance(7:33) Discipline and consistency
2024-10-3115 minEmpty Nest Full Pockets Podcast#12 - Lessons Learned From "The Breakfast Club"Are your money habits stuck in the past? In this episode, we revisit the iconic movie “The Breakfast Club” to uncover surprising money lessons. What stereotypes about money might be holding you back? Let’s explore how vulnerability and financial growth can help break these barriers and create a more robust economic future. Tune in to hear practical tips on overcoming the fear of change, learning new financial skills, and discovering how to live in the gain, not the gap.Episode highlights:(2:30) The Breakfast Club: Breaking stereotypes and finding vulnerability(3:59) Peer pressure and financial decisions(5...
2024-10-1719 min
The Dentist Money Show | Financial Planning & Wealth ManagementFinancial Planning 101: Interview with Dentist Advisors’ CEO, Matt Mulcock, CFP®Checking back in with one of our main stage speakers from the Dentist Money Summit last June, Perrin DesPortes. Matt Mulcock, CFP® is invited to join Perrin on the Group Practice Accelerator podcast to discuss financial planning, what makes Dentist Advisors unique in the space, and share some wisdom on how you should approach financial planning. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.
2024-10-0740 minEmpty Nest Full Pockets Podcast#11 - 529 Leftovers – How do we keep them in OUR Fridge?Do you want to know what to do with leftover money in your 529 plan? In this episode of the Prairie Fire podcast, we explore easy and practical ways to handle extra funds, including new rules that let you roll them into a Roth IRA. Whether your child got a scholarship, changed career plans, or took a different path, we offer helpful tips to ensure your hard-earned savings don’t go to waste. Perfect for parents and grandparents who want to feel confident about managing their 529 plan wisely.Episode highlights:(2:28) The Pritchard family’s scenario with three diff...
2024-10-0311 minEmpty Nest Full Pockets Podcast#10 - 3 Tips for College Savings MonthHow do you make college savings work for your family? In today’s episode, Matt shares three essential tips from a parent who successfully sent four kids to college—without breaking the bank. You’ll learn why it’s okay to save a little less than expected, how to think beyond traditional four-year universities, and why involving your kids in the money conversation is crucial. Tune in to gain practical insights to help you make the right choices for your family’s future.Episode highlights:(2:06) College cost planning for state schools(4:03) Saving under the bogey(7:54...
2024-09-1923 minEmpty Nest Full Pockets Podcast#9 - Do Not Overpay for College - We Mean It!Did you know most families are overpaying for college? In this episode, we break down why it happens and what you can do to avoid it. Learn practical tips for picking the right school, maximizing financial aid, and negotiating a better deal. Whether you’re a parent planning for your child’s future or a student weighing college options, this episode offers valuable insights to save money and reduce stress. Tune in for advice that could change your thoughts about paying for college!Episode highlights:(2:13) Why do we care?(3:22) Choose schools wisely to avoid overpaying ...
2024-09-0517 min
The Executive Financial Planning PodcastESPPs with guest Matt Gottshall CFP®, ECAMatt Daugherty CFP® CRPC® ECA brings colleague Matt Gottshall CFP®, ECA into the discussion on the "yeses", "nos", and "maybes" of Employee Stock Purchase Plans.
2024-09-0428 minEmpty Nest Full Pockets Podcast#8 - Artificial Intelligence For Empty NestersAre you curious about how AI could make your life easier and more enjoyable as you transition into retirement? In this episode, Matt Meline shares practical tips on using AI to manage your home, finances, health, and travel plans. Learn how these intelligent tools can help you save time, stay connected, and make the most of your golden years! Tune in for an informative discussion tailored to those embracing the next exciting chapter of life.Episode highlights:(1:27) AI benefits for Empty Nesters(2:29) Practical uses of ChatGPT(4:18) AI in household management(5:03) AI for personal...
2024-08-2920 min
Stuff About Money They Didn't Teach You In SchoolEpisode 71: Should I Adjust My Portfolio? The Emotions of Investing with Dr. Matt MorrisIn this episode of the "Stuff About Money" podcast, host Erik Garcia CFP®, BFA™, ChFC®, is joined by long-time friend of the show, Dr. Matt Morris. Together, they tackle the question: "Should I adjust my portfolio?" as they navigate the emotions of investing in a volatile market. Erik provides insights into current market noise, discussing factors like employment rates, Japan's rate changes, the federal reserve, and media influence on investor sentiment. Dr. Matt and Erik discuss strategies for managing emotions and making informed decisions amid uncertainty.The conversation explores stories from the trenches and examines destructive and disr...
2024-08-2748 minClown QuestionsIs Simone Biles still a Packers fan? + First Your Interruption w/ Darrell "Housh" Doucette, is Stream East dead? & CFP Champion Pick0:00 - intro0:35 - is Simone Biles still a Packers fan?2:42 - is Stream East dead?5:44 - Who made moves?8:33 - is he the missing piece?10:18 - Did Joey Votto do steroids?11:25 - Does Iowa finally have a QB?13:18 - First Your Interruption w/ Darrell “Housh” Doucette18:33 - New Segment: Slept On22:38 - Goosebump Moments of the Week27:57 - CFP Champion Pick
2024-08-2231 min
The 9Innings PodcastEpsiode 93: The Coachella of The Finance Industry: FUTURE PROOF w Matt MiddletonIn this episode of the Nominees Podcast, host Kevin Thompson speaks with Matt Middleton, CEO and co-founder of Future Proof, a pioneering financial services festival. They discuss the festival's inception post COVID-19 pandemic, its innovative approach to industry events, and the challenges faced in establishing it. Middleton emphasizes the importance of inclusivity, genuine connections, and diverse perspectives in the financial sector. Future Proof aims to break traditional event molds by fostering open dialogue and dynamic interactions. The conversation highlights the festival's mission to reshape the financial services landscape through authenticity and continuous innovation....
2024-08-2033 minEmpty Nest Full Pockets Podcast#7 - 3 Tips for Every Pending Empty NesterAre you feeling unprepared for the day your child leaves home? You're not alone! Join Matt Meline as he shares three essential insights that every soon-to-be empty nester should know. From embracing the inevitable change to planning your newfound freedom, this episode will help you navigate this significant life transition with confidence and joy. Tune in and discover how to turn the empty nest phase into an opportunity for personal growth and fulfillment.Episode highlights:(1:48) Introduction to "3 Must-Know Tips"(2:42) No one gets your child like you do(3:39) None of us feels ready(5:32) Developing...
2024-08-1512 min
Childfree Wealth®Rebekah & Matt Planning Session 6: Next Steps and Considerations for their Aging Parents’ Needs🎙️In this engaging episode of our podcast, Rebekah and Matt dive into their final session with Dr. Jay Zigmont, CFP®, focusing on their next steps and the crucial elements of financial planning and estate management for adult children with aging parents.Dr. Jay guides Rebekah and Matt through important future considerations, including planning for their aging parents' financial needs and potential health issues. 🏥 He highlights the necessity of obtaining copies of their parents' wills, power of attorney, and insurance policies, while exploring long-term care options and understanding their parents' financial situations, pensions, and retirement plans.The episo...
2024-08-1451 minEmpty Nest Full Pockets Podcast#6 - Matt and Lisa's Empty Nest JourneyAre you ready to embrace the joys and challenges of an empty nest? Join Matt and his wife, Lisa, as they share their heartfelt journey of parenting four children into adulthood, managing a blended family, and making intelligent financial decisions. This conversation is filled with personal stories, practical advice, and laughter, ensuring you’re well-prepared for this new stage of life. Tune in and embrace the empty nest phase with confidence and joy!Episode highlights:(2:12) Beginning of empty nest journey(3:24) Kids started living independently(5:29) Financial planning for college and setting expectations(8:10) Lessons learned fr...
2024-08-0117 min
The Optometry Money Podcast2024 Mid-Year Retirement Plan Updates and Deadlines Practice Owners Need to Know with Matt RuttenbergQuestions? Thoughts? Send a Text to The Optometry Money Podcast!Matt Ruttenberg of Life Inc., Retirement Services joins the podcast for a mid-year review of 2024 updates for 401(k) plans and late-year deadlines optometry practice owners need to know. They dive into soon-to-be required auto-enrollment, deadlines to open a safe harbor 401(k) plan for 2024, profit sharing deadlines, submitting 5500 for solo 401(k) plans, and more!Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth...
2024-08-0126 minEmpty Nest Full Pockets Podcast#5 - 5 Financial Blindspots to Avoid this YearIs your financial plan ready for life after the kids move out? In this episode, we explore the often-overlooked aspects of the second half of life. We’ll discuss why it’s essential to reassess your finances, including taxes, investments, and budgeting as an empty nester. Learn how shifting your focus from providing for your family to fulfilling your dreams can open up exciting new possibilities. We’ll also highlight the importance of re-evaluating insurance policies and helping your grown children become financially independent. Join us for a wealth of practical tips and inspiring stories to make the most of thi...
2024-07-2516 minEmpty Nest Full Pockets Podcast#4 - The 3 BucketsAre you curious about the “three buckets of money” strategy? Join Matt Meline as he demystifies this approach in our latest episode. Imagine having three buckets: one for emergencies, another for middle lifestyle goals, and a third for long-term growth. Matt breaks down the benefits – from risk management to effective goal achievement. And don’t worry, he’ll spill the beans on mixing investments (think stocks and bonds) to create a sturdy financial portfolio. Tune in and unlock the secrets to securing your prosperous future!Episode highlights:(1:30) Three buckets of money framework(4:54) The safety bucket(7:02...
2024-07-1817 minChildfree Wealth®Rebekah & Matt Planning Session 5: Turning Sweet Ideas into Epic Adventures🎙️ Welcome to our latest episode! 🎲 Today, we dive into the exciting world of "Donuts and Dragons," an innovative concept combining delicious treats with thrilling D&D sessions. 🍩🐉 Rebecca and Matt discuss their journey from idea to execution, sharing insights on life planning, balancing creativity and practicality, and the importance of just starting.Rebecca and Matt also explore the potential of turning their passion into a sustainable lifestyle, offering tips for aspiring entrepreneurs. 🎉📅 Set a goal, take action, and remember, it doesn’t have to be perfect! 🚀#DonutsAndDragons #DND #Entrepreneurship #LifePlanning #Startup #CommunityBuilding #Creativity #BurnoutPrevention #Minimu...
2024-07-101h 01Empty Nest Full Pockets Podcast#3 - Budgeting For FunAre budgeting woes cramping your style? Tune in to our latest episode with Matt Meline as he flips the script on budgeting. Post-kids, your financial landscape changes, and guess what? It’s time to have some fun! Discover how to redirect funds toward activities that spark joy – travel, hobbies, or personal growth. Matt spills the beans on managing costs, newfound freedom, and turning budgeting into a delightful part of your life.Episode highlights:(1:57) Changes in expenses after kids leave home(3:55) Discretionary vs. Fixed expenses(5:00) Revisiting monthly expenses(6:24) Fun budgeting areas: Travel, classes, and work...
2024-07-0314 minEmpty Nest Full Pockets Podcast#2 - 3 Financial Pitfalls to Avoid this YearAre you prepared for this year's economic uncertainties? In this episode, Matt Meline offers crucial insights and actionable strategies that are not just general but specifically tailored to the current economic climate to help you navigate potential pitfalls. These steps are vital to avoiding financial pitfalls and having a successful year. Take advantage of this episode, filled with practical tips directly relevant to the current economic situation, to help you thrive amidst economic volatility.Episode highlights:(2:25) Understanding diversification, skills, and era of the masterclass(4:08) Real-life examples of skill diversification(6:10) Avoiding automation retirement and embracing...
2024-06-2716 minChildfree Wealth®Rebekah & Matt Planning Session 4: Financial & Health PreparednessIn this episode, we tackle balancing financial goals and preparing for health emergencies. We discuss setting realistic goals, like saving for travel and paying off debt, without being too hard on ourselves. 💸✈️We also cover making contingency plans for unexpected health costs and the importance of having a will or trust. 🏥📜 Tips include designating beneficiaries, managing digital legacies, and ensuring pets are cared for. 🐾Rebekah and Matt share their insights on managing stress and financial responsibilities, emphasizing open communication and shared leadership in budgeting. 📈🛡️Join us to learn valuable strategies for securing your financial future and hea...
2024-06-2053 minEmpty Nest Full Pockets Podcast#1 - PrairieFireing Your LifeWelcome to the inaugural episode of the Prairie Fire podcast, hosted by Matt Moline, CEO and founder of Prairie Fire Wealth Planning and author of "Empty Nest Full Pockets." In this episode, Matt shares his journey of overcoming fear and embracing change, like a prairie fire that clears the old to make way for the new. He talks about his midlife challenges and how they led him to find his purpose. This change not only affected his personal life but also inspired the creation of his company. At Prairie Fire Wealth Planning, Matt guides clients to rethink their financial...
2024-06-2014 min
Stuff About Money They Didn't Teach You In SchoolEpisode 64: Am I Getting a Good Deal in My Marriage? with Dr. Matt MorrisMoney is a flash point in marriages. Throw in income disparity between spouses and you have even more opportunity for complex, emotionally charged conflict.In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, ChFC®, BFA™ and Xavier Angel, CFP®, ChFC®, CLTC, invite Dr. Matt Morris, couple's counselor and perennial contributor to the show, to discuss potential pitfalls for couples if they are not engaging in regular, healthy conversations about money. You will walk away with an awareness of areas you can afford to grow in with a list of strategies and tactic...
2024-05-211h 05Empty Nest Full Pockets PodcastThe PrairieFire Podcast TrailerWhat does it all mean? .......gulp!The PrairieFire Podcast is digging deep to explore the financial, emotional and hilarious issues of the second half of life. Stick around for content including avoiding retirement pitfalls, understanding money messages and financial lessons from the 1980's!— I sincerely appreciate your support. Thank you for being a part of our podcast journey. If you haven't already, please subscribe to stay updated with the latest episodes. Your subscription means the world to me! I’d love to hear from...
2024-05-1401 minChildfree Wealth®Rebekah & Matt Planning Session 3In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared.They openly address the mental load of money, the fear of debt, and the often overlooked joy of everyday life. The conversation takes a turn as we explore the book, The Gap and the Gain, and discuss how to shift your perspective from dwelling on setbacks to celebrating progress....
2024-04-2659 min
Financial Playbooks for Millennial Business Owners & Professionals: Formerly Dollars and Dumbbells#129 - How to Grow Your Online Coaching Business using Instagram w/ Dr. Matt ShiverIf you’re an online coach who finds themselves struggling to find new clients, then this episode is for you.
Dr. Matt Shiver is a trained Physical Therapist but launched his own online coaching business before successfully exiting and pivoting to business coaching for online health coaches & professionals.
Since then, he has helped hundreds of Coaches build their businesses and attract new leads.
Connect with Justin Green
Schedule a 1:1 Free Intro Call
Dr. Matt Shiver on Instagram
2024-04-1145 min
Build a Better Financial FutureAsk Questions, Save Money, Make More with Special Guest Matt SchulzMatt Schulz is the author of "Ask Questions, Save Money, Make More: How To Take Control Of Your Financial Life" and is Chief Credit Analyst at LendingTree. A credit and personal finance expert, he has appeared on ABC World News Tonight, Good Morning America, NBC Nightly News, Today, and other national shows, and Bloomberg News, New York Times, Wall Street Journal, and other publications have showcased his expertise. A former journalist, he has run online news teams for TV stations, newspapers and websites and has written or edited for Bankrate, American Banker and USNews.com among other outlets. He...
2024-04-1034 minChildfree Wealth®Rebekah & Matt Planning Session 2In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded & shared. This is their second meeting in a series of six meetings - stay tuned for the others.Resources:+ Rebekah & Matt Planning Session 1+ The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy+ The Gap and the Gain (Book Club)+ The Family Budg...
2024-03-291h 04Childfree Wealth®Rebekah & Matt Planning Session 1In this episode, you’ll get a behind the scenes look at a real financial planning session with Dr. Jay Zigmont, CFP®. Rebekah & Matt, were originally in the Portraits of Childfree Wealth book & agreed to have their financial planning process recorded and shared.Resources:Forced AdultingUnpacking Money GuiltThe Family Budgeting MeetingDisclaimer: Rebekah & Matt have agreed to have their financial planning sessions recorded and shared. They are not being paid for this session or paying for financial planning. If you are listening to this session, remember that the advice given to Rebekah & Matt...
2024-03-0158 min
Every Day is SaturdayEp 73. Meet Our Senior Advisor Lauren Brown, CFP®Lauren Brown, CFP®, brings more than just professional expertise to the table. In this episode, Lauren shares her journey, deeply influenced by her mother, a trailblazing CFP® with roots in Wall Street. Amidst the challenges that nearly led her to surrender, Lauren's story is a testament to resilience and female empowerment. Now a Senior Advisor at Fiat Wealth Management, she discusses her passion for helping women navigate the complexities of finance and addresses the gender gap in financial literacy. You can find show notes and more information by clicking here: https://www.fiatwm.com/podcast/73
2024-02-1427 min
Taming the Financial ChaosAI Can Do a Lot...Except Determine Value.We're picking up where we left off in our AI discussion on episodes 4 & 9. If you haven't listened to episode 9, it leads right into what we're talking about in this podcast.If you think about it, AI is great at being task-oriented, but not so great at determining value. We've seen this play out in several examples that I've included in this podcast. (Anyone remember Michael Cohen using Google Bard instead of Google Search??)The bottom line is that when it comes to artificial intelligence and decision-making, you likely want to use a service that can...
2024-02-1223 min
Triple OptionWeek 18 NFL Preview | DOLPHINS VS BILLS FOR AFC EAST + COLTS VS TEXANS WIN-AND-IN + CFP PREDICTIONS | Triple Option #58Welcome to Episode #58 of the Triple Option! We previewed the biggest games of Week 18! The Colts host the Texans in a win-and-in game on Saturday Night! The Bills visit the Dolphins with the AFC East title up for grabs! The Saints and the Falcons matchup in a potential NFC South Championship game! Can the Bears spoil the Packers' playoff hopes?? Then we did a quick run-through of our final playoff bracket predictions! We finished off this week with our CFP National Championship predictions as (1) Michigan takes on (2) Washington! What are you looking forward to the most this weekend?? Reach...
2024-01-0535 min
Taming the Financial ChaosCompetitive Investing: No One's a WinnerIn this podcast, I'm discussing a blog post that dives into what I call competitive investing.If you find yourself comparing your investments with someone else's...this podcast and blog should resonate with you.Let's talk about why comparing your needs and wants with the goals of others will likely not give you the retirement YOU really want and why it's impossible to determine a winner in this "game."Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate...
2023-12-2108 min
Taming the Financial ChaosAI: Should You Trust Financial Decisions to Something That Can't be Held Accountable?Welcome to a continuing discussion about AI!We addressed AI in a previous podcast and how it relates to robo-advisors; in this episode, we're looking at the story of the Air Force drone simulation that could have potentially killed its operator*. This scenario leads us to this question: Should we entrust decisions to something that we know is not perfect and cannot be held accountable? That's what we're unpacking today.(*This story has been reported as false by some media outlets. CLICK HERE to read the story I refer to in...
2023-12-1415 min
NoBS WealthEp. #67 - Thinking Differently: Innovating in the Wealth Management Sphere w/ Matt Reiner, CFP®In this episode, Matt Reiner delves into the importance of cultivating an innovative mindset and fostering transformative mindsets to enhance client and team experiences. They express a genuine curiosity about how to innovate and improve the client experience, as well as how to empower clients to deliver greater value. Additionally, they express a desire to elevate the team experience by streamlining processes and enabling team members to focus on their areas of expertise.Matt Reiner emphasizes the need to learn from organizations outside of their industry to gain insights and ideas for innovation. They are particularly interested...
2023-11-1539 min
Taming the Financial ChaosIs ESG Investing Really the Solution We've Been Promised?Is ESG investing the right solution for the problems we’re experiencing globally? And is it possible that this “solution” can cause adverse effects?In our ESG series, we’ve covered the cost of ESG investing – now we’re looking at the potential benefits and results.We’re also looking at real-world examples of how companies are being evaluated and compared – what makes one company “Brown” and another company “Green”? Is it a fair comparison? And what’s the trickle-down effect on the consumer?While the concept of ESG investing seems like a no-brainer that everyone s...
2023-11-0118 min
Taming the Financial ChaosGreenwashing, Fees, and Risks: Another Look at ESG InvestingIn our first episode on ESG Investing, we took a look at what it is and the complications that can be involved.Now we're looking at ESG investments and things to take into consideration should we choose to move forward with this type of strategy. We will have a special focus on greenwashing and the potential impact on fees that might be involved. We're also looking at some of the risks involved.Bottom line: When it comes to investing, it pays to do your research and/or work with a professional who can help you...
2023-10-0123 min
Taming the Financial ChaosESG Investing: Is it really what it says it is?ESG Investing: What is it? How effective is it REALLY? We’re putting ESG Investing under the microscope without venturing into politics – yes, that IS possible!While it might seem that ESG Investing is pretty cut and dry – they’re not polluting the planet so I should invest in them – that’s actually not the case. Currently, there are over 140 firms in the US alone that have different scoring systems for evaluating ESG investment opportunities. So, how can that be anything but subjective?Could ESG Investing be the right option for yo...
2023-09-0126 min
Taming the Financial ChaosMan vs. Machine: How Automated is AI?Technology brings wonderful benefits…and some drawbacks. Today we’re looking at the tasks that machines can complete and where human reason and thought puts information into context.Artificial intelligence (AI) is all over the news today. While you might think that technology is fully automated, we’re looking at how humans still have their hand in AI.Why is this important? Before you consider working with a robo-advisor…listen to this podcast. You can also access the blogs about this topic here:Robo...
2023-08-0118 min
Taming the Financial ChaosHow Resilient Are Your Finances?How quickly could you tell me the impact of these purchases on your finances:· A $10m mansion at the beach?· A cup of Starbucks coffee?· A home improvement or new car?People tend to freeze on that third question because we don’t know how resilient our finances are.We’re discussing how planning involves measuring, defining the problem, and finding solutions. This involves something that many people aren’t comfortable with: being vulnerable.At Principles of Financial Planning, we use what’s called a Slac...
2023-07-0120 min
The Optometry Money PodcastHow to Invest Six Figures A Year Into Your Practice Retirement Plans with Matt RuttenbergQuestions? Thoughts? Send a Text to The Optometry Money Podcast!How do you maximize the retirement plans in your optometry practice? Profit and cash flow are growing, your taxable income is growing. How do you put potentially $100,000 or more into your retirement accounts?Matt Ruttenberg of Life, Inc. Retirement Services joins Evon once again for Part 2 to talk about how to use the different layers and features of retirement plans to their fullest potential. They dive into:The three layers of retirement plan opportunitiesDifferent methods of profit sharing contributions in your 401(k)H...
2023-06-2851 min
The Veteran Finance PodcastHow Veterans Can Maximize Reward Points on Travel with Matt Koch l E5In this episode, I had my good friend Matt Koch back on the show for part two to talk about how to maximize the value of credit card rewards points by using tools to search for the best transfer partners that will give you the best value.
Time Stamps:
Intro: (0:00-0:54)
Ways to use the points (0:54-6:48)
Using Points on Hotels and Airlines (6:48-11:30)
Frameworks, resources, and the impact of travel hacking on your financial picture (11:30-29:14)
Wrap up and Action Items (29:14-33:47)
Resources Mentioned:
The Points Guy Valuation
AwardLogic (most well...
2023-06-2833 minThe Optometry Money PodcastChoosing a Retirement Plan For Your Optometry Practice with Matt RuttenbergQuestions? Thoughts? Send a Text to The Optometry Money Podcast!What's the right retirement plan for your private optometry practice? Matt Ruttenberg of Life, Inc. Retirement Services joins Evon to talk all about choosing the right retirement plan for your practice. They dive into:IRA-based retirement plans, like SEP IRA and SIMPLE IRA plansSafe Harbor and Traditional 401(k) plansQuestions to ask to choose the right plan for your practiceUpdates from the recent SECURE Act 2.0 Important enhancements to tax credits for starting retirement plans in your optometry practiceUltimately, you need to look at yo...
2023-06-2158 min
The Veteran Finance PodcastMilitary Credit Card Benefits with Matt Koch l E4In this episode, I had a good friend Matt Koch on the show to talk about credit card points and benefits for military members as this is a huge passion of his and he is an expert on this topic from lots of research and personal experience.
Time Stamps:
Intro and Credit Card Theory (0:00-4:17)
Best Cards to Open (4:17-15:35)
Our Current Personal Strategies (4:04-5:51)
Conclusion and How to Best Implement (23:56-28:36)
Resources Mentioned:
Best Credit Cards for Military
The 32 Credit Cards in Spencer's Wallet
Points and Miles Valuation
Email Matt Koch
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Download the Ultimate Military Finance Checklist...
2023-06-2128 min
Taming the Financial ChaosHow CONDITIONS Can Affect Our Financial OutcomesIn our last podcast, we discussed how uncertainty and chance can affect our financial planning. Now, let's talk about how the conditions around our circumstances can also play a significant part.We know where we want to be when it comes to retirement...but how do we get there? Something to consider is the 6 Principles of Financial Planning outlined by yours truly in this podcast!Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate entities. FOLLOW PRINCIPLES O...
2023-06-0234 min
Taming the Financial ChaosHow Much Control do You REALLY Have Over Your Finances?Have you ever wondered how much of financial planning we can control...and how much is left to chance?Principles of Financial Planning Advisor Matt McCoy, CFP®, CRPC®, AWMA® digs into control as it relates to your finances, discussing one key question: Do we really HAVE control?In this podcast, we look at chance, conditions, and how experience influences our financial choices. Many things can affect our financial planning, and it's essential to understand how each element interacts with the other.Ready to tame the financial chaos in your life? Let's get started.
2023-05-1739 min
Check Your BalancesPermission to Spend Your MoneyMatt Trogdon, CFP joins us for this week's episode to talk about the ways a financial plan can give you permission to spend more of your money rather than saving it. Whether you want permission for the little things or the big things, knowing where you stand can make those choices more comfortable.Send your questions for the show to checkyourbalances@outlook.com!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2023-04-2629 min
FutureProof Advisor PodcastUnleashing Your Financial Firm's Growth Through Effective Leadership with Matt CosgriffThis episode of Bridging the Gap features Matt Cosgriff, CFP®, CPFA, a prominent figure in the financial industry and fellow alum of the Schwab Executive Leadership Program.As the Director of Wealth Management at BerganKDV, Matt leads a team of professionals who are passionate about delivering high-quality service to their clients. He joins me today to share his insights on what it takes to be a successful leader in our industry.We delve into the essential elements of creating an environment that fosters success for your team, what drives Matt as a leader, and how w...
2023-04-1238 minFinancial Playbooks for Millennial Business Owners & Professionals: Formerly Dollars and Dumbbells#77 - How to Build a Community by Serving Others w/ Mitch & Matt MooreIn this episode, I sit down with the Moore brothers. Mitch “ Money Mitch” Moore is a fellow financial planner and founder of Strong Wealth and Matt Moore is an online coach and founder of Elevate Life.
We dive into:
How servings others is the best path to serving yourself
How being your authentic self leads to a stronger community
Using Twitter to build their businesses
Tune in to hear us discuss these topics and more!
Matt Moore on Twitter
Mitch Moore on Twitter
Conn...
2023-03-2944 minCheck Your BalancesInsurance Trends: An Conversation with Matt MalkusMatt Malkus, Partner and Director of Analytics at Institutional Life, joins the show to talk about what is going on behind the scenes in the insurance world.Send your questions for the show to checkyourbalances@outlook.com!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2023-03-1538 min
Stuff About Money They Didn't Teach You In SchoolThe 10 Tenets of Relationships as According to Dr. Matt MorrisFinances are important. Building wealth is important. At Plan Wisely, we deal with money and stocks and finance all day long. But you know what’s really, really important? Relationships.Erik Garcia, CFP®, BFA welcomes longtime friend of the show Dr. Matt “The Relationship Doctor” Morris, a professor and relationship counselor, discuss 10 tenets of all kinds of relationships, from parents to siblings to spouses. Matt and Erik discuss trust, integrity, connection, and more in this extra-long episode of Stuff About Money.Episode Highlights:
Matt explains why relationships are necessary. (11:40)
Matt discusses how des...
2023-02-141h 28
Kersh Bros In the AtticEp 14: Christmas Arctic Freeze, Ohio State CFP Reaction, Farting Stories & A Shoutout to Belgium This was recorded prior to the Browns game this past Sunday, so we explain our absence these past couple weeks in this episode. As well as talking about: -Ohio Weather especially the cold we got right before Christmas -Reaction to the heartbreaking Ohio State loss to Georgia in the CFP Semi-final -Some farting stories...I mean who doesn't love those kinds of memories?!? -A Shoutout to our consistent listener from Brussels, Belgium!
2023-01-0424 min
FirstDown RunDownPats and Packers Going Opposite Directions, CFP Semifinal Preview, Nets and Sixers ChargingHAPPY HOLIDAYS!! The brothers are back together in person and coming at you with some banter about the Patriots and the Packers, a CFP Semifinal preview with betting odds and everything, and a discussion of the Nets' and Sixers' recent success as well as a prediction of whether or not they'll be able to sustain it through the end of the regular season.
2022-12-291h 04
Various and Sundry PodcastEpisode 153 - OSU sneaks in the CFP, Why Men Struggle to Make Friends, and Archie GriffinJoin the conversation as Matt and John talk about OSU backing into the CFP, male friendships, and Archie Griffin.
0:00-intro
3:14-sports
19:25-male friendship
43:04- this day in sports
46:10- one thing
New York Times article- https://www.nytimes.com/2022/11/28/well/family/male-friendship-loneliness.html?searchResultPosition=1
Larry David Commercial- https://www.youtube.com/watch?v=_-FQqo46CJQ
2022-12-0650 min
The Financial CallGuided Path 3-2 Stocks With Matt Johns, CFP®Learning to better understand the stock market and investing as a whole should be a key part of everyone’s retirement plan. In this episode, Zacc Call and Laura Hadley talk with Matt Johns, CFP®, to share his vast knowledge about the stock market which will help you better understand how you can make your money work for you prior to and during retirement. Matt discusses: How easy it is to purchase stocks in the current day Why you should fully own assets to keep up with inflation What currency risk is and...
2022-11-2833 min
FirstDown RunDownZach Wilson Benched, Fight for the CFP, World Cup, Anthony Davis is BALLING, Thanksgiving Segment!The brothers are back on the pod together for the first time in two weeks! Let's take this as an opportunity to discuss all of the latest topics: Zach Wilson, the Bills, CFP scenarios, Anthony Davis' success, the World Cup, and arguably the best holiday, Thanksgiving!
2022-11-241h 11
Speaking of StartupsCharlotte Angel Connection Episode 139: Matt Beck, Co-Founder and CEO of Hoppy PlanetToday we welcome Matt Beck to the podcast. Matt is the co-founder and CEO of Hoppy Planet, a food sustainability company fortifying everyday snacks with the nutrients and vitamins your body needs.
While working for Google in Chicago, Matt launched the company along with his co-founder and wife, Allie. During the pandemic, they relocated to Charlotte and scaled the business to new heights by taking on additional funding, growing the product lines, and expanding Hoppy Planet’s retail footprint.
We cover several steps along Hoppy Planet’s journey with Matt, like…
Why chocolate chip cookies are the perfect food to make w...
2022-11-2257 min
Charlotte Angel ConnectionCharlotte Angel Connection Episode 139: Matt Beck, Co-Founder and CEO of Hoppy PlanetToday we welcome Matt Beck to the podcast. Matt is the co-founder and CEO of Hoppy Planet, a food sustainability company fortifying everyday snacks with the nutrients and vitamins your body needs.
While working for Google in Chicago, Matt launched the company along with his co-founder and wife, Allie. During the pandemic, they relocated to Charlotte and scaled the business to new heights by taking on additional funding, growing the product lines, and expanding Hoppy Planet’s retail footprint.
We cover several steps along Hoppy Planet’s journey with Matt, like…
Why chocolate chip cookies are the perfect food to make w...
2022-11-2257 minCheck Your BalancesSide HustlesMatt Trogdon, CFP joins the show to talk about all things side hustle. From the aversions that people have when considering them to some simple ideas that can be pursued. The team shares their insight on what kind of impact a side business can have.E-mail your questions for the team to checkyourbalances@outlook.com to be featured on the show and a chance to get one of the last remaining CYB coffee mugs!Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2022-11-0927 min
Hecklers & Hot TakesWeek 10 Recap: CFP Shakeup; TCU Snub IncomingThree of the top six teams in the CFP poll lost, meaning there is a major shakeup coming in the next rankings. However, does this mean TCU is destined to be left out as an undefeated or one loss Big 12 Champ?
2022-11-0720 min
FirstDown RunDownPanthers Fire Matt Rhule, NFC is Upside Down, CFP Darkhorse TeamsThe brothers fire away at some of the hottest topics in football: the implications of Carolina's firing of Matt Rhule, the upside down nature of the NFC, and some teams that could make a surprise appearance in the CFP. Also, stay tuned for a Broncos Country segment at the end!
2022-10-111h 22
The Human Potential PodcastAdaptability, Integrity, & Lifelong Learning with Matt Berenc, CSCS - Strength Coach, Personal Trainer, & VP of Education at FormeMatt Berenc is a Strength Coach, Personal Trainer, & VP of Education at Forme.
Tune in to this episode to hear all about the following:
Matt's career path as a fitness professional and educator
How personal trainers can utilize (and partner with) Forme to help their clients
The ins and outs of working within more of a tech-focused start-up in the fitness space
How to find longevity in the fitness, movement, and health professions
Helpful tips for self-employed personal trainers related to budgeting
The importance of aligning your values with your money
Advice on how t...
2022-09-101h 28
FirstDown RunDownCollege Football Preview, 12-Team CFP ExpansionHayden and Matt give their full preview of the 2022 College Football Season: conference championship predictions, interesting teams to watch out for, and of course our CFP predictions! Also on the show is a brief address of the news we received Friday that the CFP is expanding to 12 teams in 2026. We answer some broad questions about that at the beginning of the episode. Hope you guys enjoy!
2022-09-041h 23Speaking of StartupsCharlotte Angel Connection Episode 136: Matt Hudson, CEO and Founder of BilditToday we welcome Matt Hudson, founder and CEO of Bildit (pronounced Build It), to the podcast. Bildit has created a “rapid mobile app development platform for ecommerce brands”. It’s a concept Matt has had for quite some time and it’s really excited to see him bring it to life.
After spending years helping Belk build their mobile app and experience for their shoppers, Matt became acutely aware of the issues companies face when they are trying to deliver content and a shopping experience. So as any good entrepreneur would do, he left Belk to create the business that could solve...
2022-09-011h 04Charlotte Angel ConnectionCharlotte Angel Connection Episode 136: Matt Hudson, CEO and Founder of BilditToday we welcome Matt Hudson, founder and CEO of Bildit (pronounced Build It), to the podcast. Bildit has created a “rapid mobile app development platform for ecommerce brands”. It’s a concept Matt has had for quite some time and it’s really excited to see him bring it to life.
After spending years helping Belk build their mobile app and experience for their shoppers, Matt became acutely aware of the issues companies face when they are trying to deliver content and a shopping experience. So as any good entrepreneur would do, he left Belk to create the business that could solve...
2022-09-011h 04
Investment Grade Practices: A Dentist PodcastEpisode 34 - Successful Investments Strategies for Dentists with Matt Mulcock, CFPA lot of dentists get sucked into the drama of the stock market. It’s easy to do when you’re bombarded my news flashes on a daily basis. But your future is too important to wager on the emotional roller coaster caused by news reports. Matt Mulcock, CFP joins me to help calm the waters and clarify how you can make smart investment choices that create long-term wealth as you build your Investment Grade Practice.
2022-08-2317 min
The Retiring Entrepreneur PodcastHow to Maximize Profits While Working Fewer Hours with Matt HudginsIn this episode, Brett interviews Matt Hudgins. As a financial business coach and co-founder of the ProfitabilityMD Podcast, Matt helps business owners grow revenue, increase cash flow, eliminate taxes, and prepare to “Retire IN” their business and free up more valuable time. Matt is also the founder of Mosaic Wealth Management, an investment advisory firm based in Atlanta, Georgia. For more information and resources related to this episode, please visit the show notes. For more information and resources related to this episode, please visit the show notes.
2022-02-2849 min
FirstDown RunDownNo Expanded CFP Yet, Olympics, You’re Wrong ManHayden and Matt talk about the recent decision made by the CFP committee to wait for the expansion of the playoff. Also on the show are some olympics shenanigans and 4 You're Wrong Man's of the week!
2022-02-201h 02
FirstDown RunDownNFL MVP and Coach of the Year Predictions and CFP SemifinalsHayden and Matt give their "who should and who would" candidates for the NFL MVP and Coach of the Year conversations. The brothers also give their thoughts on the outcomes of the CFP Semifinal games and give a sneak-peak to discussion of the 12-team CFP that is yet to come.
2022-01-0252 minCheck Your BalancesFunemployment and Thanksgiving!Once again, Matt Trogdon, CFP joins the show to talk about his experience going through a job transition over the summer which he lovingly refers to as "Funemployment." You can read his Preservation Mode article that he wrote for Humble Dollar.And to submit your questions for our show, email checkyourbalances@outlook.com.Send us a textSend your questions for upcoming show to checkyourbalances@outlook.com @checkyourbalances on Instagram
2021-11-2427 min
One Day Advice PodcastGetting Direct Diversified Exposure to Cryptocurrencies: feat. Matt Heater from MakaraAre you interested in the cryptocurrency market? Would you like diversified and direct exposure to the asset class? In this episode, we discuss crypto investing with Makara's VP of Strategic Initiatives, Matt Heater. Makara is an SEC registered investment advisor based in Seattle, WA that provides investors with access to diversified "baskets" of crypto. Much like an index or mutual fund, you're able to invest in numerous cryptocurrencies and even invest in specific themes within the crypto space. Some of these themes include Decentralized Finance, Web 3.0, and the Metaverse. You can get started today and...
2021-11-2323 minOne Day Advice PodcastGetting Direct Diversified Exposure to Cryptocurrencies: feat. Matt Heater from MakaraAre you interested in the cryptocurrency market? Would you like diversified and direct exposure to the asset class? In this episode, we discuss crypto investing with Makara's VP of Strategic Initiatives, Matt Heater. Makara is an SEC registered investment advisor based in Seattle, WA that provides investors with access to diversified "baskets" of crypto. Much like an index or mutual fund, you're able to invest in numerous cryptocurrencies and even invest in specific themes within the crypto space. Some of these themes include Decentralized Finance, Web 3.0, and the Metaverse. You can get started today and...
2021-11-2323 min
FirstDown RunDownThe CFP Rankings Heat Up; Christmas Song BracketologyHayden and Matt discuss Kyle Shanahan and Kliff Kingsbury's road to the present. Of course, we can't go a week in November without talking CFP and... Christmas already??
2021-11-111h 02