Shows
Andrew Morgan Watches (For Your Ears Only)The Hottest New Watches Right NowWith watch brands squeezing out more hot drops than ever, it’s almost impossible to keep up with it all, so I’ve compiled the best and most interesting new releases right here all in one place. So if you want to know what’s hitting the stores as we speak, this is where you need to be.Featured watches:Grand Seiko Icefall SBGH347Toledano & Chan B/1.2Omega Seamaster Aqua Terra Turquoise GradientVacheron Constantin Historiques 222 SteelHajime Asaoka Tactile Concept WatchLongines Ultra-Chron Carbon...2025-06-3024 min
The Teacher Money Show82: Tax Day is Over... Now What? with Sean MullaneyIn this episode of The Teacher Money Show, I sit down with financial planner and tax expert Sean Mullaney to break down smart tax planning strategies for teachers. Whether you’re focused on maximizing your retirement accounts, exploring the benefits of an HSA, or building a side hustle, Sean shares practical, actionable tips to help you make the most of your money next tax season.Explore the show notes at:https://www.teachermoneyshow.com/show82Become a guest on the show:https://ww...2025-04-2352 min
The Real Investment Show (Full Show)4-11-25 The Best Tariff Tactic May Be a Roth ConversionQuarterly reporting season is upon us, with JP Morgan setting the tone for earnings, as the tariff tango with China continues; how are advisors handling the turmoil? Consumer front loading pulling forward future demand will lead to economic irregularities later. Richard and Matt discuss dealing effectively during corrections and taking advantage of tax efficiencies; creating a "loss bank;" paying taxes means you're making money. cutting through the headlines and the negative influence of social media; the evolution of work in America: Where did all the jobs go? Rich and Matt point out the value of having a financial plan in...2025-04-1145 min
The Real Investment Show Podcast4-11-25 The Best Tariff Tactic May Be a Roth ConversionQuarterly reporting season is upon us, with JP Morgan setting the tone for earnings, as the tariff tango with China continues; how are advisors handling the turmoil? Consumer front loading pulling forward future demand will lead to economic irregularities later. Richard and Matt discuss dealing effectively during corrections and taking advantage of tax efficiencies; creating a "loss bank;" paying taxes means you're making money. cutting through the headlines and the negative influence of social media; the evolution of work in America: Where did all the jobs go? Rich and Matt point out the value of having a financial plan in...2025-04-1145 minThe Teacher Money Show66: What retirement vehicle should I invest in to meet my goals?In this episode of *The Teacher Money Show*, Shaun Morgan breaks down the essential investment vehicles every teacher should consider to grow their wealth and achieve financial independence. From Roth IRAs to 457Bs and Health Savings Accounts (HSAs), Shaun provides a comprehensive guide to selecting the best options tailored to your financial goals.
Explore the show notes at:
https://www.teachermoneyshow.com/show66
Become a guest on the show:
https://www.teachermoneyshow.com/guest
...2025-01-0126 minThe Teacher Money Show63: Leaving when you're ready with Stacy from Rewire BehaviorJoin me, Shaun Morgan, as I sit down with Stacy, a veteran special education teacher and administrator with over 15 years of experience, to discuss her inspiring journey out of the classroom and into a life aligned with her personal and financial goals.
Explore the show notes at:
https://www.teachermoneyshow.com/show63
Become a guest on the show:
https://www.teachermoneyshow.com/guest
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https://www.speakpipe.com/teachermoneyshow2024-12-1139 min
Market Matters with Morgan-AlyEpisode 12: RMD Readiness: Avoid Year-End Tax SurprisesIn this episode of Market Matters, we’re diving into an essential topic for the year-end financial checklist: Required Minimum Distributions (RMDs). Join Alex Doman, COO and Director of Client Services at Morgan Alley Wealth Management, as he breaks down the rules, deadlines, and strategies to avoid hefty IRS penalties. Learn the nuances of RMDs, including handling multiple IRAs, exceptions for Roth accounts, and tips for beneficiary IRAs.Start your holidays stress-free by making sure your RMDs are squared away. Don’t miss this informative episode that ensures you’re ready to tackle the financial year-end like a pro!T...2024-12-0904 minThe Teacher Money Show62: Financial decision making in your classroom and life with Rob PhelanIn this episode of *The Teacher Money Show*, I sit down with Rob Phelan, a passionate advocate for financial literacy and creator of engaging personal finance resources, to explore how educators can bring financial education to life in their classrooms.
Explore the show notes at:
https://www.teachermoneyshow.com/show60
Become a guest on the show:
https://www.teachermoneyshow.com/guest
Leave a voicemail question:
https://www.speakpipe.com/teachermoneyshow
2024-12-0438 minThe Teacher Money Show60: "I will be a Multi-Millionaire" The story of Ryan CruzJoin Shaun Morgan on *The Teacher Money Show* as he sits down with Ryan Cruz, co-author of *TL;DR Texas Pension*, to discuss Ryan’s inspiring journey toward financial independence. From overcoming debt to mastering pension rules, Ryan shares actionable insights every teacher can benefit from.
Explore the show notes at:
https://www.teachermoneyshow.com/show60
Become a guest on the show:
https://www.teachermoneyshow.com/guest
Leave a voicemail question:
https://ww...2024-11-2047 min
Let's Talk OfflinePlaying the Networking Long Game with LinkedIn Learning Instructor Morgan YoungYou know you should be talking to people in your industry, but sometimes it can feel overwhelming or even transactional. In this episode, Gianna and Jamé give networking a rebrand. They chat with Gen Z content creator and LinkedIn Learning Instructor Morgan Young about how to shift your networking mindset from a tit-for-tat, one-time conversation to consistent community building. Do you have any burning questions about work? We want to hear them! You can email us your questions at letstalkoffline@linkedin.com. And thank you to Morgan Young for joining us this week! Follow Morgan on...2024-11-1941 min
Early Escape: FI & RE GuideMaximizing ACA Subsidies: Roth Withdrawals and MAGI ExplainedIn this episode of Maximizing ACA Subsidies, Jake Carson and Lily Morgan answer a critical question about whether Roth withdrawals count toward the Modified Adjusted Gross Income (MAGI) threshold required for ACA health insurance subsidies. Our listener is curious about how a $20K Roth withdrawal and a $30K taxable withdrawal impact eligibility for ACA assistance and how to optimize income sources for affordable healthcare coverage. We break down what counts towards MAGI, strategies for managing taxable and non-taxable income to minimize healthcare costs, and tips on maintaining low MAGI until Medicare kicks in at 65. If you’re looking for wa...2024-10-3115 min
Early Escape: FI & RE GuideMaximizing Your 401K: Roth Conversions and Strategies for FIREIn this episode of Maximizing Your 401K, Jake Carson and Lily Morgan tackle a listener’s question about what to do with a previous employer-sponsored 401K. With their wife’s new job not offering retirement plans, they’re exploring whether to start Roth ladder conversions for pre and post-tax contributions as part of their 10-year FIRE plan. We break down how Roth conversions work, the tax implications of converting pre-tax versus post-tax contributions, and the benefits of rolling over post-tax dollars into a Roth IRA with no additional taxes. If you’re curious about optimizing your old 401K and building...2024-10-3010 min
Early Escape: FI & RE GuideRebalancing for FIRE: Portfolio Management and StrategyIn this episode of Rebalancing for FIRE, Jake Carson and Lily Morgan discuss the strategy of a listener who’s one-third of the way to their $1.5 million FIRE goal. With investments spread across a Fidelity 401(k), Robinhood Roth, IRA, and brokerage accounts, they’re questioning the balance between their current holdings and considering a shift in strategy. We dive into the pros and cons of holding VTV for diversification, whether to bite the bullet on capital gains to consolidate in low-cost index funds, and the merits of a tech-heavy approach using QQQM. If you’re self-managing your portfolio and debati...2024-10-3019 min
Early Escape: FI & RE Guide401K to Roth IRA: Strategies for FIRE at 55In this episode of 401K to Roth IRA, Jake Carson and Lily Morgan tackle a question from a listener planning to FIRE at 55 with a large 401K account balance. They’re exploring whether it’s possible to move money directly from a 401K into a Roth IRA under the “Rule of 55,” or if waiting until 59 1/2 is the best move. We break down the rules surrounding the “Rule of 55,” how conversions work, and the potential tax implications of each option. If you’re considering early retirement and want to optimize your 401K-to-Roth strategy, join us for expert advice on maximizing tax efficiency...2024-10-2310 min
Early Escape: FI & RE GuidePaying Off Your Mortgage with IRA Funds: Navigating the DilemmaIn this episode of Paying Off Your Mortgage, Jake Carson and Lily Morgan dive into a common conundrum faced by diligent savers in their 40s. Our listener has been maxing out retirement accounts like Roth IRAs and 401ks, but now faces a sizable mortgage that’s preventing an early exit from the workforce. We explore the tough decisions of reducing retirement contributions to pay down the mortgage faster, pulling money from non-IRA investments, or even using retirement funds—something often considered a big “no-no.” We’ll discuss the pros and cons of each approach, potential tax implications, and strategies to find a...2024-10-2305 min
Horse Radio Network All Shows FeedThe Business of Practice 98: Retirement Plans for Small Practices with Morgan WebbIn this episode, Morgan Webb, CFP, CFS, EA, joins us to discuss retirement plan options for small equine practices. She explains various plans, including SEP, SIMPLE IRA, 401K, and ROTH, and talks about how your practice’s retirement plan offerings can evolve as you grow.The Business of Practice Podcast is brought to you by CareCredit.This information is shared solely for your convenience. You are urged to consult with your individual advisors with respect to any information presented.Business of Practice Podcast Hosts, Guests, and Links Episode 98:Hosts: Dr Amy Grice an...2024-10-1540 minBusiness of Practice PodcastRetirement Plans for Small Practices with Morgan Webb | Ep. 98In this episode, Morgan Webb, CFP, CFS, EA, joins us to discuss retirement plan options for small equine practices. She explains various plans, including SEP, SIMPLE IRA, 401K, and ROTH, and talks about how your practice’s retirement plan offerings can evolve as you grow.The Business of Practice Podcast is brought to you by CareCredit.This information is shared solely for your convenience. You are urged to consult with your individual advisors with respect to any information presented.Business of Practice Podcast Hosts, Guests, and Links Episode 98:Hosts: Dr Amy Grice an...2024-10-1540 min
Early Escape: FI & RE GuideFinancial Independence: Mastering Your Own DecisionsIn this episode of Financial Independence, Jake Carson and Lily Morgan discuss a crucial aspect of reaching FIRE: making informed, independent financial decisions. Inspired by recent r/Fire community posts, we explore why it's essential to resist the urge to outsource financial planning to strangers on the internet. Instead, we delve into the importance of building your own knowledge base—understanding Roth IRA limits, planning for capital gains taxes, and preparing for various retirement scenarios. If you’re serious about optimizing your FIRE journey, join us as we share why studying the details can lead to thousands, even hundreds of t...2024-10-1309 min
Bizarro AficionadoS5E1 A Frozen Foot, A French Basement Cemetery and a Poltergeist Mongoose from New Delhi.In this 12 months overdue episode we investigate Gef a talking mongoose from the Isle of Mann, The 22 Billion dollar treasure and cursed Vault B Of Padmanabhaswamy Temple, A frozen foot found of Mt Everest that could change history and a French basement find that leads back to the Merovingian Dynasty!
Show Notes:
Have an Idea for a show? want to tell me how awesome I am and you just can contain yourself? You can call the show, 24/7 through Google Voice at 302-709-1209 leave a message and maybe I'll play it on the show!
Mus...2024-10-1254 min
The Global DiscussionRedefining Marketing for Good with Morgan Roth Ep 216 - The Global DiscussionThe Host of The Global Discussion, Simon Hodgkins, is joined by Morgan Roth, Chief Marketing Officer at the Muscular Dystrophy Association (MDA). Morgan, who has been at the helm of MDA's marketing efforts, shared insights about the organization's journey, the evolving nature of nonprofit narratives, and her unique leadership perspective that drives MDA forward in its mission to transform lives.
A Lifelong Calling in Marketing and Advocacy
From the beginning of the conversation, it is evident that Morgan's role at MDA is much more than just a job—it's the culmination of a lifelong passion. As someone living with a...2024-10-0528 min
Creative RiskThe Uncancellable Artist: Ari RothIn this episode, we sit down with Ari Roth—producer, playwright, dramaturg, educator, and former Artistic Director of Theater J, as well as the founder of Mosaic Theater Company of DC. A Chicago native and child of Holocaust refugees, Roth’s career has been anything but smooth. He has consistently sought out the gray areas in a theater landscape that’s become rigidly binary and moralistic.Now, as the founding artistic producing partner of Voices Festival Productions, Roth continues to challenge the status quo through bold, intercultural storytelling. Voices Festival Productions brings to life shows that explore the co...2024-10-041h 40
Living Ageless and BoldLiving With a Purpose: Changing Lives Through Nonprofit Work with Morgan RothMorgan Roth is the Chief Marketing Officer for the Muscular Dystrophy Association (MDA), a leading nonprofit organization dedicated to transforming the lives of people affected by neuromuscular diseases. With over 20 years of experience in marketing and communications, Morgan has worked with nonprofits across the globe, including roles in Cairo, Beirut, and Rwanda. She brings her passion for storytelling and advocacy to help amplify the voices of the neuromuscular community.In this episode, Morgan Roth joins Christina to share her journey through nonprofit work and global leadership. She talks about her diverse career, the challenges of...2024-09-2530 minThe Teacher Money Show52: Renting or Buying, What is Better? with Bree @Ritual_Finance
In this episode of the Teacher Money Show, I interview Briana from @ritual_finance to discuss the decision between renting and buying a home. Drawing from her personal experience in the expensive Bay Area, Briana shares why she chose to rent rather than buy, highlighting the flexibility and lower costs associated with renting. She breaks down the true costs of homeownership—mortgage, taxes, insurance, HOA fees—and explains how renting has allowed her to invest her savings elsewhere, including retirement accounts like her Roth IRA, 457B, and 403B.
Explore the show notes at:
https://www.teachermoneyshow.com/show52
Become a gu...2024-09-2534 minLet's Talk OfflineBreaking the “Not Enough Job Experience” Barrier with Morgan Sanner (@resumeofficial)Entry-level positions often require 3+ years of experience. But how are you supposed to get years of experience before qualifying for an entry-level role? And what does “entry level” even mean? We’re talking with resume specialist Morgan Sanner, aka Resume Official, about how to reframe your work experience and show hiring managers that you’re a qualified candidate. Do you have any burning questions about work? We want to hear them! You can email us your questions at letstalkoffline@linkedin.com. And thank you to Morgan Sanner for joining us this week! Follow Morgan on LinkedIn...2024-09-1042 min
Behind the TickerJoanna Gallegos - BondBloxxIn a recent episode of “Behind the Ticker,” Joanna Gallegos, co-founder of BondBloxx, shares her extensive background in ETFs and the innovative fixed income strategies her firm employs. Gallegos, who has been in the ETF industry her entire career, began at Barclays Global Investors during the early days of iShares before moving to JP Morgan to help start their ETF business. She co-founded BondBloxx in October 2021 with a team of experienced ETF professionals from firms like BlackRock, Vanguard, and JP Morgan, aiming to address the underdevelopment of fixed income products in the ETF market.Gallegos explains that Bond...2024-08-1039 min
Y-Option: College Football with Yogi RothLeader of the Ute MovementMark Harlan is impacting college sports at an elite level. As the athletics director at Utah, he has also served in the Football Oversight Committee and has been in the room during CFP deliberations. To say he ‘gets it’ is a true understatement.Often times, college sports are seen as a business and I get it, it is HUGE business.But more often than not, the ones who are leading athletic departments and serving the sports and athletes we love began on that career path because they too, loved ball.Mark Harlan is exac...2024-07-3033 min
Event ExplorerThe Fair - Nick MorganDive into the heart of the UK festival scene with Nick Morgan on Event Explorer! 🚀 Join us for a riveting conversation with the man reshaping how we party and celebrate across the UK. 🇬🇧
Nick isn’t just a CEO; he's a pioneer steering the future of festivals with his roles at We Are Placemaking and The Fair. From the thumping grounds of Glastonbury to your local town fest, discover the trends, challenges, and innovations making waves in the festival world. 🎶
Don't miss this exclusive insight into the vibrant world of UK festivals. Tap the link to tune in and...2024-07-0843 min
Five Lemons LaughingThe Abundance Chronicles Part 5: AcceptanceWelcome to our latest podcast episode, where we dive deep into the concept of acceptance and discuss what acceptance has to do with abundance. In this enlightening discussion, we explore what acceptance truly means and what it does not, clearing up common misconceptions and providing practical insights. In this episode you will: 🍋 Discover how acceptance can lead to a more fulfilling and serene life. 🍋 Learn how accepting the present moment as it is can bring about profound inner peace, even amidst chaos and uncertainty. 🍋 Understand the importance of accepting others and yourself without judgment, and how this fosters b...2024-06-2845 minFive Lemons LaughingThe Abundance Chronicles Part4: Gratitude & Acceptance MasterclassIn this episode, we continue our abundance conversation with four of our lemonetttes, Amanda, Melissa, Morgan & Penny. This week we explore how to manifest your heart's desires while cultivating an attitude of gratitude and acceptance. Melissa shares the transformative power of appreciating current blessings, highlighting how a gratitude practice can sweep away fears and elevate our vibrations. Morgan delves into the universal law of abundance, emphasizing the importance of engaging in loving relationships with wealth, health, and other aspects of life. She shares insights from spiritual teachers like Aaron Abke and Abraham Hicks, explaining how appreciation aligns...2024-06-2140 min
Piers Morgan Uncensored'Real Martha' From Baby Reindeer Lawyer: Fiona Harvey WILL Take The StandFiona Harvey, the "real Martha" from Baby Reindeer, is suing Netflix for a whopping 175 million dollars.The 34-page lawsuit claims the streaming giant is responsible for "the biggest lie in TV history" over its portrayal as Fiona as a twice-convicted and twice-jailed stalker.Its also contends that Netflix 'did nothing' to prevent Harvey from being identified and that, as a result, her life has been 'ruined'. Media commentators say the result of the case could change how 'true stories' are portrayed in TV and cinema forever. Fiona Harvey’s U.S. l...2024-06-1824 minBehind the TickerYang Tang - Arch Indicies / VWIIn a recent episode of “Behind the Ticker,” Yang Tang, co-founder of Arch Indices, discusses his career journey and the innovative approach his firm takes in constructing investment portfolios. With a background in commodity sales and macro solutions at major financial institutions like Barclays, Morgan Stanley, and Citi, Tang brings a wealth of experience to Arch Indices. The firm, founded in August 2022, aims to build better portfolios through a unique methodology focused on risk-adjusted contributions, departing from traditional market cap or equal-weighted strategies.Tang explains the core principles behind Arch Indices’ approach, which revolves around variance optimization, a conc...2024-06-1431 min
iCritic LIVEMorgan Spurlock - Director of Super Size Me & One Direction - Dies at 53Send us a textIn this heartfelt episode, we pay tribute to the life and legacy of Morgan Spurlock, the groundbreaking filmmaker behind the iconic documentary "Super Size Me" and the captivating "One Direction: This Is Us." At just 53, Spurlock's untimely passing has left a void in the world of documentary filmmaking. Join us as we explore his extraordinary career, the impact of his fearless storytelling, and the indelible mark he left on both the entertainment industry and social commentary.Whether you're a longtime admirer of Spurlock's work or new to his filmography, this episode...2024-05-2514 min
The Association PodcastAdvocacy, Impact and Empowerment: The Charge Against Neuromuscular Diseases with Morgan RothOn this episode of The Association Podcast, we had the privilege of speaking with Morgan Roth, the Chief Marketing Officer of the Muscular Dystrophy Association. Morgan shares her fascinating career journey from broadcasting to the nonprofit sector, emphasizing her personal connection to MDA's mission as she lives with Charcot-Marie-Tooth disease. The discussion highlights significant milestones, such as recent FAA legislation improving air travel accessibility for people with disabilities, the organization's comprehensive roles in research, multidisciplinary care, and advocacy, and their community outreach activities. We also touch on the importance of digital fluency, actionable data, and proactive decision-making in nonprofit...2024-05-2441 minThe Teacher Money Show43: Investing for Beginners with Andrew Sather
Welcome to The Teacher Money Show, hosted by Shaun Morgan, a teacher and financial coach dedicated to helping educators overcome their unique financial challenges. In this episode, Shaun dives into investment basics for retirement with Andrew Sather, co-host of The Investing for Beginners Podcast.
Explore the show notes at:
https://www.teachermoneyshow.com/show43
Become a guest on the show:
https://www.teachermoneyshow.com/guest
Leave a voicemail question:
https://www.speakpipe.com/teachermoneyshow
Shaun and Andrew explore key investment options for retirement, including Roth IRAs, 403(b) plans, and taxable brokerage accounts. They highlight the tax advantages and flexibility...2024-05-1530 min
Becoming An Elite Financial Advisor With Sten Morgan119 Tax Strategies: What every business owner wants to knowSten sits down with Mike Jesowshek, a CPA and entrepreneur, to discuss the gap between knowing tax strategies and implementing them.Mike's journey is nothing short of inspiring. From starting his first business at 14 to pioneering a digital accounting firm, he's a testament to where passion and expertise can take you. In their chat, he peeled back the curtain on his transition from online marketing to becoming a tax strategy virtuoso.Mike stressed the importance of the power of simplicity by breaking down complex tax concepts into bite-sized, understandable pieces. Imagine using a Health Savings...2024-04-2634 minBehind the TickerKim Mayer - GMOIn this episode of "Behind the Ticker," host Brad interviews Kim Mayer from GMO. Kim has been with GMO for over 18 years, starting his career on the sell side at Morgan Stanley before transitioning to the buy side. He currently holds a dual role at GMO as a portfolio strategist and covers several sectors including luxury goods, beer, spirits, and retail.Kim discusses the launch of GMO's QLTY ETF, which marks GMO's strategic entry into the ETF market. He explains how the ETF aims to make high-quality investment strategies accessible to a broader audience through a focus...2024-04-1225 min
Bet on YouSuccess Secrets: How Blue Star Families' Founder Balances Passion and Career for Inspiring ResultsWhen former White House Staffer, Kathy Roth-Douquet, found herself in the role of “Marine Corps Spouse,” she had a profound realization that recharted her career. She knew military families, otherwise known as Blue Star Families, didn’t have advocacy at the highest levels of government. She also knew that without advocacy, you don’t have a voice. She saw her opportunity to create a non-profit that has since become the world’s largest advocacy group for American military families. Hear Kathy’s story and be inspired on how to take your passion, experience, and recreate your career.2024-04-1128 min
Breaking BattlegroundsJohn Ziegler's California Chronicles & Diana Furchtgott-Roth's Electrifying Insights: Navigating Policy Pitfalls and EV MandatesWelcome back to Breaking Battlegrounds! This week, Chuck Warren is first joined by John Ziegler, host of the Death of Journalism podcast and a renowned political commentator, who fearlessly navigates the murky waters of media integrity. From dissecting headlines to challenging popular narratives, John delves into topics ranging from the pitfalls of crappy journalism to the implications of California's minimum wage hike and Governor Newsom's policies furthering the state's downfall. Next, we're honored to welcome Diana Furchtgott-Roth, Director of the Center for Energy, Climate, and Environment at The Heritage Foundation, who offers invaluable insights into the intersection of policy...2024-04-0652 minThe Teacher Money Show36: Talking Money with your kids with Crystina Cardozo
Join Shaun Morgan, host of The Teacher Money Show, as he sits down with Crystina Cardozo from She Runs the Numbers to discuss how to teacher your kids about financial literacy. Crystina is a math coach at an elementary school and has had extensive experience in education and finance. Her passion is helping people talk to their kids about finances to raise a more financially literate generation.
Explore the show notes at:
https://www.teachermoneyshow.com/show36
Become a guest on the show:
https://www.teachermoneyshow.com/guest
Leave a voicemail question:
https://www.speakpipe.com/teachermoneyshow
Starting with Young Kids
Start...2024-03-2733 min
Open Forum in The Villages, FloridaHarmonic Highways: A Musical Tribute to America's Mother RoadSend us a textEvery journey has its soundtrack, and my latest chat with Wayne Richard is like a melody weaving through the heartland of America. From Chicago's bustling streets to the serene lifestyle of The Villages, Florida, Wayne's story is a testament to the power of music and its ability to shape our lives. We explore his baseball-filled childhood, his foray into the world of radio and back to the strings and keys that define his spirit. Listen in as Wayne shares charming tales of Mackinaw Island, his unexpected role as an improv comedy accompanist, and how...2024-02-1633 min