podcast
details
.com
Print
Share
Look for any podcast host, guest or anyone
Search
Showing episodes and shows of
NewMoneyNewProblems.com | New Money Solutions For New Money Problems
Shows
New Money New Problems Podcast
From Severance to Security [WEBINAR SNIPPET]
Check out a snippet from our webinar on solidifying your finances in the event of a layoff and how to negotiate severance!To access the full replay, join our email list at newmoneynewproblems.com/subscribe!Episode Highlights:Common Mistakes in Layoff/Severance SituationsEmployees often don’t ask for enough during severance negotiations; documentation of achievements is crucial.Employers frequently lack proper documentation to justify terminations or severance decisions.Both sides should be prepared: employees should advocate for themselves, and employers should have clear, consistent policies.Ne...
2025-07-25
34 min
New Money New Problems Podcast
High Income Homebuying [Webinar Replay]
Join our email list at newmoneynewproblems.com/subscribe for permanent access! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from two employment attorneys and Brenton who will break down.What to look for in a severance agreement. Your legal rights and what's negotiable. How to stay financially secure during aSupport the show
2025-06-20
35 min
New Money New Problems Podcast
Tales From Those Who Quit ...
Tune in for the stories of six professionals who left thriving careers to venture into entrepreneurship!And for the full, unedited version, head to newmoneynewproblems.com/pivot! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from two employment attorneys and Brenton who will break down.What to look for in a s...
2025-04-04
52 min
New Money New Problems Podcast
How To Get A Small Business Loan w/Lane Rhodes
In Pt.3 of our series on mid-career entrepreneurship, Lane Rhodes of Live Oak Bank shares the ins and outs of SBA Loans!EPISODE RESOURCESEstate Planning Webinar RSVPContact Lane And if you haven't already, sign up for our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this s...
2025-02-28
32 min
New Money New Problems Podcast
How To Buy A Business Franchise w/Leslie Kuban
Join us as we continue our series on pivoting your career into entrepreneurship! EPISODE RESOURCESEstate Planning WebinarContact Leslie Advancing Black Professionals EventJoin our email list at newmoneynewproblems.com/subscribe to stay up to date on community news! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed...
2025-02-21
35 min
New Money New Problems Podcast
Should You Worry About Tariffs?
Are tariffs really worth all this panic? And if so, what should you do about them?EPISODE RESOURCESTariffs ArticleCar Dealership PodcastAnd if you haven't already, join our community at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from...
2025-02-07
23 min
New Money New Problems Podcast
Your 2025 Financial Checklist
How to make the most of your money in 2025EPISODE RESOURCESComplete your Cashflow Analysis Download the full Checklist!Free Credit ReportIncome Driven Repayment Plan Guide+CalculatorHow To Optimize Your 2025 TaxesLife Insurance Needs CalculatorTrust & Will And if you haven't already, join our community at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security...
2025-01-31
22 min
New Money New Problems Podcast
How To Optimize Your 2025 Taxes
Tools and tips to build a tax strategy for the year ahead!EPISODE RESOURCES2025 Tax Bracket ChangesGuide To Income Driven Repayment PlansHow Marriage Impacts Your Student Loans And if you haven't already, join our community at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this sessio...
2025-01-10
25 min
New Money New Problems Podcast
How To Prepare for Your 2024 Taxes
Don't just punch that W2 information into TurboTax. Tune in for ways to truly optimize this year's tax return.EPISODE RESOURCES2024 Tax InformationBest Small Business Accounting Software And if you haven't already, join our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is pack...
2025-01-06
24 min
New Money New Problems Podcast
Student Loan Update! PAYE Is Back! (For Now) #NMNP
For a very brief period, the PAYE Plan is back. And for certain borrowers, it may be CRUCIAL that you sign up before it's dead again. Tune in to find out why.EPISODE RESOURCESPAYE Interim RulingDownload the Guide To IDR PlansThe Election and Your Student Loans And if you haven't already, join the email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it...
2024-11-21
14 min
New Money New Problems Podcast
The Deadline That Could Cost LLC Owners $10,000
A primer on The Corporate Transparency ActEPISODE RESOURCESBeneficiary Owner FAQs And for details on meeting with last week's guest, Danny Andrews, join our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from two employment attorneys and Brenton who wi...
2024-11-15
20 min
New Money New Problems Podcast
5 (Huge) Gaps In Your Disability Policy At Work
Continuing our coverage on open enrollment for employee benefits, tune in for 5 gaps that might exist in your workplace disability plan, and how to know if securing your own supplemental coverage is a good idea.And if you haven't already, join our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must...
2024-10-25
18 min
New Money New Problems Podcast
Your 2024 Employee Benefits Guide
Check out our tips for optimizing your employee benefits during this year's open enrollment!EPISODE RESOURCESDependent Care FSA UsesDental Insurance ExplainedEmployee Benefits and Your Student Loans (Escape Student Loan Debt) And if you haven't already, join our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before...
2024-10-18
19 min
New Money New Problems Podcast
How Magical Is An LLC? #SocialMediaMoney
In this episode, we bust some myths when it comes to social media's favorite wealth creation tool: the LLCEPISODE RESOURCESSocial Media Money Myths And if you haven't already, join our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear f...
2024-10-04
17 min
New Money New Problems Podcast
5 Ways to Take Advantage of Lower Interest Rates
The Fed recently lowered interest rates. We cover what that even means, and 5 ways you can structure your finances to take advantage of it! And if you haven't already, join our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from two employment attorneys and Brento...
2024-09-27
19 min
New Money New Problems Podcast
Tales of Entrepreneurship
Go back in time with us as we share some of our favorite tales of entrepreneurship from our first 100 episodes! EPISODE RESOURCESAlvin Love and CeCe Winans Money StoryDJ Olojo's Money StoryJuice and Toya's Money StoryKevin Matthews II's Money StoryGarrison Hayes' Money StoryAnd if you haven't already, sign up for our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Securi...
2024-09-20
39 min
New Money New Problems Podcast
THE 100th EPISODE! + My 5 Biggest Money Mistakes
Come celebrate 100 episodes of the podcast ... and then join in my misery as I share my 5 Biggest Money Mistakes! EPISODE RESOURCESGuide to Income Driven Repayment Plansescapestudentloandebt.com/guide And if you haven't already, join our community at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is pack...
2024-09-13
32 min
New Money New Problems Podcast
Unrealized Gains PLUS ... 100 EPISODES!!!!!
Tune in as we talk about why unrealized gains are all over the news, and how gains and cost basis can impact your investments.PLUS ... NEXT WEEK IS OUR 100TH EPISODE!!!! Listen in for what we plan to do to celebrate. EPISODE RESOURCESCost basis methodsState capital gains ratesFederal capital gains rates And if you haven't already, join our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled...
2024-09-06
23 min
New Money New Problems Podcast
Should You Freeze Your Credit?
Details on a data breach that's impacted up to 2 BILLION people (and maybe ... you).EPISODE RESOURCESData Breach ArticleHow To Freeze Your CreditBest ID Theft Protection Companies And if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hi...
2024-08-30
22 min
New Money New Problems Podcast
Does It Ever Make Sense To Buy A Certificate of Deposit?
In this episode, we talk about why banks are suddenly pushing CDs on their customers, and whether it ever makes sense to use them as a part of your financial strategy.EPISODE RESOURCESBest High Yield Savings Acccounts August 2024https://www.bankrate.com/banking/savings/best-high-yield-interests-savings-accounts/ Best Certificates of Deposit August 2024https://www.bankrate.com/banking/cds/cd-rates/ And if you haven't already, join our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar y...
2024-08-23
19 min
New Money New Problems Podcast
The Way We Buy And Sell Homes Just Changed ...
Tune in for details on what is being called the biggest shakeup to real estate in over a century!EPISODE RESOURCESNAR Lawsuit ExplainedAnd if you haven't already, join our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from two emplo...
2024-08-16
29 min
New Money New Problems Podcast
5 Signs You Need to Reassess Your Credit Card Debt + 2 Proven Strategies to Get Out
Signs you need to look in the mirror when it comes to your credit card debt ... and 2 strategies to consider if you don't like what you see. EPISODE RESOURCES3 Ways To Pay Down Credit Card Debt YouTube Videohttps://www.youtube.com/watch?v=7GU4BT2Pgio&t=1180s Credit Card Surfing and Personal Loan Exampleshttps://drive.google.com/drive/folders/1Ohg89QRX3jQWkJgnYiuFawlSuoivk2fS?usp=sharing And if you haven't already, join our email list at newmoneynewproblems.com/subscribe! ...
2024-08-02
23 min
New Money New Problems Podcast
When Paying PMI is the Smarter Move for Homebuyers
Tune in to learn when it might be beneficial to keep more money in your pocket and voluntarily pay PMI. EPISODE RESOURCESPMI Calculatorhttps://www.nerdwallet.com/article/mortgages/pmi-calculator And if you haven't already, sign up for our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits...
2024-07-12
22 min
New Money New Problems Podcast
Emergency Student Loan Update! #NMNP
Tune in for an emergency student loan update on the SAVE plan and the pending end of the IDR Waiver and Pay As You Earn payment plan!EPISODE RESOURCESDirect Consolidation Applicationhttps://studentaid.gov/loan-consolidation/When PAYE Beats SAVEhttps://podcasts.apple.com/us/podcast/when-pay-as-you-earn-beats-the-save-plan/id1641942083?i=1000644748013 And if you haven't already, join our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it...
2024-06-28
18 min
New Money New Problems Podcast
How To Choose A Credit Card
In this episode, we share the tools you need to determine your next credit card, or decide how to best use (or get rid of) the one you already have! EPISODE RESOURCESFICO vs. VantageScore How Credit Inquiries Impact ScoresNew Money New Problems Credit Series And if you haven't already, subscribe to our weekly newsletter at newmoneynewproblems.com/subscribe 01:26 Understanding Credit Scores and Monitoring Services03:36 Establishing the Purpose of Your New Credit Card05:19 Compiling and Comparing Credit Card Options05:56 Batching Credit Card Applications08:37 Evaluating Personal Credit Card Choices10:13 In-Depth Review: Amex Gold Card vs. Southwest Card14:32 Exploring Cas...
2024-06-14
18 min
New Money New Problems Podcast
When You SHOULD Use Your Credit Card
Find out when it actually makes sense to pull out your credit card!EPISODE RESOURCESCredit Card Fraud Protection
2024-06-07
21 min
New Money New Problems Podcast
When NOT To Use Your Credit Card
In this episode, we cover scenarios where high income earners - even those with good credit - should avoid using credit cards, and alternatives that might help their wallet AND their relationships.EPISODE RESOURCESCredit Card Reward Point Values Prepaid Debit Card Reviews
2024-05-31
22 min
New Money New Problems Podcast
Reaching Abundance with Virginia Elder
A sneak peek at our time with Virginia Elder on the Reaching Abundance Podcast!EPISODE RESOURCESThe Full Episode of Reaching AbundanceAnd if you haven't already, sign up for our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from two e...
2024-05-24
39 min
New Money New Problems Podcast
DJ Olojo's Money Story
Tune in for the My Money Story of DJ Olojo, real estate investor and author of The Foreclosure Fix! EPISODE RESOURCES Buy DJ's Book The Foreclosure Fix Podcast And if you haven't already, sign up for our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed w...
2024-05-17
29 min
New Money New Problems Podcast
Does Your Credit Score Really Matter?
Does Your Credit Score Really Matter? It does ... but maybe not as much you're MAKING it matter. Tune in so we can explain.EPISODE RESOURCES
2024-05-10
23 min
New Money New Problems Podcast
Can You Pay Off Your Home In Less Than 10 Years?
What is Velocity Banking, and why do its advocates say you can use the strategy to pay off a home in 10 years or less?Tune in and find outEPISODE RESOURCEShttps://www.bankrate.com/mortgages/amortization-calculator/ And if you haven't already, sign up for our email list at newmoneynewproblems.com/subscribe! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna...
2024-05-03
19 min
New Money New Problems Podcast
Should You Pay Off Your Mortgage Early?
Tune in as we talk about pros and cons of paying off a mortgage early! EPISODE RESOURCESEarly Mortgage Payoff Calculator S&P 500 Investment Calculator And if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from two...
2024-04-19
23 min
New Money New Problems Podcast
4 Crucial Upcoming Dates for Student Loans #NMNP
Tune in as we cover 4 upcoming dates that are crucial for federal student loan borrowersJOIN THE APRIL #30MoneyMoves CHALLENGE!EPISODE RESOURCESWhen PAYE beats the SAVE planhttps://open.spotify.com/episode/3LXvu3QXfMZIwgN06JiwlR?si=bjqJ_eUgSCyDrYkRldm0QQThe SAVE Plan Part 1 and Part 2https://open.spotify.com/episode/3U64z5PsRtJv9te2WXJjTA?si=H30Q6D9SQXC72ie5ao6Vcghttps://open.spotify.com/episode/2OLHHNRTg6s1JK3b1PpT0F?si=SaQnVS2VSsiXhmR2p4OPrw ...
2024-04-06
20 min
New Money New Problems Podcast
Robert Farrington of The College Investor #NMNP
Tune in for student loan tips and tricks from Robert Farrington of The College Investor! EPISODE RESOURCESJoin The April Challenge!Contact the Student Loan OmbudsmanThe College Investor And if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this se...
2024-03-29
33 min
New Money New Problems Podcast
What Does A Certified Financial Planner Do?
In this episode we cover the training and education process for a CFP® professional, and how we at New Money New Problems use that training to bring value to our clients!AND ALSO ...Sign up with other members of our community to take The #30MoneyMoves Challenge starting April 1st!Participants can use the link below to sign up for the group, and also the permanent link if they'd like to take the challenge solo or at another date! EPISODE RESOURCESApril sign-up for The #30MoneyMoves ChallengeP...
2024-03-15
20 min
New Money New Problems Podcast
Cashing Out Equity In Your Home (Without Selling)
Tune in as we cover one of two ways you can access the equity in your home without selling: a cash out refinance! EPISODE RESOURCESHELOC vs. Cash out exampleDebt amortization calculator And if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prep...
2024-03-08
18 min
New Money New Problems Podcast
What Is A Fiduciary Financial Advisor?
Fiduciary is a buzzword people use when talking about financial advisors. But what does the term even mean? And should you never receive advice from someone who isn't a fiduciary? EPISODE RESOURCES
2024-03-01
19 min
New Money New Problems Podcast
What Is a Home Equity Line of Credit (HELOC)?
In this episode, we break down the details of Home Equity Lines of Credit, or HELOCs.Tune in to find out how they work, when they're useful, and when to avoid them!EPISODE RESOURCESSchedule A2023 Tax TablesAnd if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're naviga...
2024-02-23
20 min
New Money New Problems Podcast
The 3 Types of Financial Advisors
In this episode we talk about the three types of financial advisors, and why knowing how each of them are paid can give you clues into what to expect from the relationship.EPISODE RESOURCESFINRA BrokerCheckSEC Advisor Database And if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just...
2024-02-16
20 min
New Money New Problems Podcast
Does Owning A Home Really Help Your Taxes?
In this episode, we cover how big the tax benefits of home ownership really are, and why many homeowners choose to not even use them!EPISODE RESOURCESMortgage Amortization Calculator 2023 Tax Tables Whiteboard Example Schedule A And if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wa...
2024-02-09
17 min
New Money New Problems Podcast
Does Loud Budgeting Work?
In this episode, we talk about the newest TikTok trend in personal finance: LOUD budgeting! EPISODE RESOURCESLoud Budgeting 101Loud Budgeting InstructionsPeer Money Pressure Statistics More Peer Money StatsWhy Minority Millennials Can't Get AheadSandwich Generation StatisticsFinancially Supporting Adult Children And if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's hap...
2024-02-02
17 min
New Money New Problems Podcast
4 Ways Health Impacts Wealth + Juice & Toya Are Back!
In this episode we cover 4 ways your health impacts your wealth, and Juice & Toya share tips on how to improve our fitness and nutrition in 2024! EPISODE RESOURCESSample Life Insurance Quote Juice & Toya YouTube Channel Juice & Toya App Juice & Toya Podcast JUICE & TOYA'S FAVORITE WORKOUTS30 Minute Dumbbell Strength 45 Minute Strength & Conditioning 20 Minute Cardio-HIIT [No Equipment] 20 Minute Step To The Beat Workout And if you haven't already, join our email list at newmoneynew...
2024-01-26
32 min
New Money New Problems Podcast
Juice & Toya's Money Story
YouTube's favorite fitness gurus, Juice & Toya, share how their early experiences with money shaped their perspective as they've grown from filming videos with an old camera and laptop to over 1 million subscribers. EPISODE RESOURCES Juice & Toya YouTube Channel Juice & Toya App Juice & Toya Podcast JUICE & TOYA'S FAVORITE WORKOUTS30 Minute Dumbbell Strength 45 Minute Strength & Conditioning 20 Minute Cardio-HIIT [No Equipment] 20 Minute Step To The Beat Workout And if you haven't already, join our email list at newmoneynewproblems.com/podc...
2024-01-19
39 min
New Money New Problems Podcast
The Death of Mint.com
Mint.com, an app beloved by the finance community, is shutting it's doors.In this episode we discuss alternatives to Mint, and why financial tracking websites are important to accomplishing your money goals!EPISODE RESOURCESCNET ReviewsTIME ReviewsNew York Times Reviews And if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Cen...
2024-01-12
17 min
New Money New Problems Podcast
A (Legal) Student Loan Consolidation Loophole
The IDR Waiver has been extended!In this episode we cover why certain borrowers should consolidate ... even if they DON'T have to.EPISODE RESOURCESWaiver Extension DetailsAnd if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must...
2024-01-05
18 min
New Money New Problems Podcast
Tax Strategies and Tax Myths with Steven Jarvis
In this episode, Steven Jarvis of Retirement Tax Services shares tax strategies and busts tax myths! EPISODE RESOURCESRetirement Tax ServicesThe Retirement Tax Podcast And if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know ad...
2023-12-15
32 min
New Money New Problems Podcast
End of Year Tips for Your Federal Student Loans
Join us as we share some end of the year tips to maximize your federal student loans!And if you haven't already, join our email list at newmoneynewproblems.com/podcast. 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from two employment attorneys and Brenton who will break down.What to look...
2023-12-08
18 min
New Money New Problems Podcast
Five End Of Year Money Conversations You Need To Have
Join us as we share five important money conversations you should have before the year ends! And if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from two employment attorneys and Brenton who will break down.What to look for in a s...
2023-12-01
19 min
New Money New Problems Podcast
Building DIY Investment Portfolios w/Kevin Matthews
In this video we're joined by Kevin Matthews of Building Bread, who shares some best practices for investors looking to learn about investments and build a DIY portfolio. EPISODE RESOURCESBuilding BreadAnd if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this se...
2023-11-24
22 min
New Money New Problems Podcast
Kevin of Building Bread's Money Story
In this episode we meet Kevin Matthews II, founder of Building Bread, and talk about his journey from HBCU grad, to teacher, to financial advisor, to financial educator. EPISODE RESOURCESBuilding Bread And if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session...
2023-11-17
26 min
New Money New Problems Podcast
The Mega Backdoor Roth Conversion
Tune in to hear about the Mega Backdoor Roth conversion and its (potential) benefits for high income-earning super savers!EPISODE RESOURCESAfter-tax vs Roth article2023 tax tables and contribution limitsAnd if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this sessi...
2023-11-10
16 min
New Money New Problems Podcast
5 Employee Benefits For High Income Earners
Check out this episode where we cover 5 employee benefits high income earners can use to improve their cashflow, taxes and investments! EPISODE RESOURCESAfter-tax vs Roth article2023 tax tables and contribution limitsAnd if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hi...
2023-11-03
16 min
New Money New Problems Podcast
High Income-Earners and Reverse Discrimination
Reverse discrimination is a phenomenon where employees earn TOO MUCH money to take advantage of their employee benefits.In this episode, we cover 5 ways reverse discrimination could impact your financesEPISODE RESOURCES2023 Tax Tables and Retirement Plans And if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna...
2023-10-27
19 min
New Money New Problems Podcast
Flex Spending Accounts and Dependent Care FSAs
Check out the many ways you can benefit from two underused employee perks: Flex Spending Accounts and Dependent Care FSAs!EPISODE RESOURCESFlex Spending Account UsesDependent Care FSA UsesTarget FSA StoreAnd if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one h...
2023-10-20
18 min
New Money New Problems Podcast
The Hidden Benefits of a Health Savings Account
As open enrollment approaches, we take a deep dive into an employee benefit with many hidden perks: a Health Savings Account EPISODE RESOURCESEligible HSA Expenses Target HSA Store And if you haven't already, join the email list for our weekly newsletter at https://newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepar...
2023-10-13
18 min
New Money New Problems Podcast
How Much Life Insurance Do I Need?
As Life Insurance Awareness Month comes to a close, we give you some tips on how to calculate your life insurance need! EPISODE RESOURCESLife Insurance Needs Calculator And if you haven't already, join our email list at newmoneynewproblems.com/podcast 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must kn...
2023-09-29
16 min
New Money New Problems Podcast
The Fordjour Brothers' Money Story
In this episode we tell the money story of the Fordjour Brothers, Ike and Ricky.And if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from two employment attorneys and Brenton who will break down.What to lo...
2023-09-22
38 min
New Money New Problems Podcast
10 Life Insurance Truths You Need To Know
September is Life Insurance Awareness Month, and in honor of that, here are 10 truths about life insurance you need to know!EPISODE RESOURCESLife Insurance Needs Calculator And if you haven't already, sign up for our email list at newmoneynewproblems.com/podcast 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must k...
2023-09-15
17 min
New Money New Problems Podcast
What Happens If I Don't Pay My Student Loans?
What happens if you can't (or won't) make your student loan payments in October?In this episode, we share a replay of The Escape Student Loan Debt podcast which covers a temporary program designed to give credit relief to borrowers who can't make payments.EPISODE RESOURCESOn-ramp program detailsStudent Loan Delinquency and DefaultAnd if you haven't already, join our email list at newmoneynewproblems.com/podcast!Securities and Investment Advisory Services offered through Osaic, Inc., Member FINRA, SIPC. Osaic, Inc. is...
2023-09-08
17 min
New Money New Problems Podcast
5 Ways to Restructure Your Debts
When you owe multiple debts you can't pay off in a short period, finding small ways to restructure them can save you thousands over time.Join us as we cover 5 ways to restructure everything from mortgages to credit cards! EPISODE RESOURCESBiweekly mortgage savings calculatorPrivate student loan marketplaceBalance Transfer Cards ReviewedPersonal Loans Reviewed And if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free we...
2023-09-01
17 min
New Money New Problems Podcast
Will Blue Ivy Make $6 Million?
Recently, a post went viral about Blue Ivy getting paid to dance for Beyonce, and somehow flipping that payment into $6 million of TAX-FREE dollars. A few friends sent it to me asking if it was a legitimate and legal strategy.Check out this preview of our episode of The New Money New Problems Podcast, where we cover how it’s not just possible to treat your child like Blue Ivy, but how the $6 million dollar estimate … might be conservativeEPISODE RESOURCESOriginal Social Media PostStandard Deduction 101...
2023-08-11
18 min
New Money New Problems Podcast
5 Steps To Take Before Student Loan Payments Restart
With student loan interest and payments set to resume, in this episode we cover steps you need to take to make sure your loan strategy is in tip-top shape. EPISODE RESOURCESStudent Aid WebsiteHow to Download Your NSLDS Data FileDirect Consolidation Loan ApplicationHow Student Loan Interest WorksThe History of Student Loans Part 1 and Part 2 And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at ne...
2023-08-04
16 min
New Money New Problems Podcast
6 Simple Ways To Automate Your Investments
One of the best things to do for your investments is to get out of the way and let automation do your work for you.In this episode, we walk through six easy steps you can take to increase automation and decrease human error. EPISODE RESOURCESTop High Yield Savings AccountsTop Roundup Savings and Investment ToolsInvestment Rebalancing 101 And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!
2023-07-21
18 min
New Money New Problems Podcast
Marcus Henderson's Money Story
Marcus Henderson has built a firm and a successful 30 year career in financial services, in spite of serving a clientele most advisors wouldn't think of pursuing.In this episode, we talk about the influence his parents, his church, and even his choice of clothes have had on his life. EPISODE RESOURCESMore About MarcusThe Strangest Secret And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick he...
2023-07-14
35 min
New Money New Problems Podcast
Student Loan Forgiveness Struck Down! Here's What Happens Next ...
The Supreme Court just struck down the Biden Student Loan Forgiveness Program!In this episode, we talk about why the rationale used to cancel the program is a key indicator of what's next for student loans, and how it impacts your student loan journey.And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12...
2023-07-07
15 min
New Money New Problems Podcast
What Is A Robo Advisor?
Robo advisors help investors have access to professional investment management at a fraction of the cost.Tune into this episode to hear more about how these advisors work and when they're appropriate for a portfolio.EPISODE RESOURCESRobo Advisor 101Modern Portfolio Theory 101 And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severan...
2023-06-23
15 min
New Money New Problems Podcast
Are You An Accredited Investor?
Accredited investors have access to a pool of investments and opportunities not available to the general public ... and you may already be considered one yourself!Check out this episode where we cover what it means to be accredited, potential changes coming to the definition of an accredited investor, and what it all means for you. EPISODE RESOURCESAccredited Investor DefinedAccredited Investor Legislation Accredited Investor Exam And if you haven't already, join our email list to stay up to date on new episodes and...
2023-06-16
16 min
New Money New Problems Podcast
What Is Direct Indexing?
Direct Indexing is a new investment style that blends characteristics of index and ETF investing with that of investment management.In this episode, we break down how direct indexing works, and cover the potential benefits to a high income investor.EPISODE RESOURCESDirect Indexing 101S&P 500 Weighting ArticleS&P 500 Annual Returns And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up...
2023-06-09
17 min
New Money New Problems Podcast
Investment Tax Implications for High Income Earners
Using tools like nonqualified investments can help young high income-earners generate wealth ... and taxes.In this episode we talk about taxes impact investments like mutual funds, ETFs and index funds, and share why you might shy away from holding one of them in your portfolio.EPISODE RESOURCESMutual Fund Tax DangersIndex Funds vs. ETFsETF Tax Efficiency ExplainedAnd if you haven't already, join our email list to stay up to date on new episodes and upcoming events...
2023-06-02
15 min
New Money New Problems Podcast
5 Crucial Student Loan Dates You Need To Know
There are 5 upcoming dates that are crucial for federal student loan borrowers. In this episode, we tell you what they are and how to benefit from them in your student loan journeyEPISODE RESOURCESIncome Driven Repayment Waiver How to Review Your Student Loan HistoryIDR Plans Part 1 and Part 2And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar...
2023-05-26
18 min
New Money New Problems Podcast
Courtney Hale's Money Story
In this episode, we're joined by Courtney Hale. Courtney wears many hats: he's a CEO of a successful business, Super Money Kids. A property owner, and a "hope dealer". He is also a son, a father, and a widower, who has been through his fair share of hardship. Join us as we hear his story.Episode ResourcesSuper Money Kids And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads u...
2023-05-19
35 min
New Money New Problems Podcast
Stocks Going Down Can Be A Good Thing (No Seriously)!
For long-term investors, years where the stock market goes down can represent an opportunity, not an obstacale. In this episode, we prove it to youAccess Episode Resources Here! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one hits, this session is packed with must know advice. You'll hear from two employment attorneys and Brenton who will break down.What to look for in a...
2023-05-12
18 min
New Money New Problems Podcast
What Type of Investor Are you? RISK TOLERANCE
An investor's risk tolerance is their appetite for losing money in an investment without feeling a need to make a change.But should your risk tolerance be the same for every investment you have? EPISODE RESOURCESLeaving Your Legacy Webinar RegistrationAccredited Investor Definition Risk Tolerance Questionnaire And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. I...
2023-05-05
17 min
New Money New Problems Podcast
How Does The S&P 500 Actually Work?
If you've thought about investing on your own, you've heard someone say that all you need to do is put your money in the S&P 500? But what is this index? How does it work? And is it actually the right place for EVERYONE to invest their money?And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thurs...
2023-04-28
16 min
New Money New Problems Podcast
Should You Try To Time The Market?
Investors regularly try to time the market, believing they know the perfect time to enter into or exit out of investments.In this episode, we discuss Dollar Cost Averaging, a method that uses consistency to (hopefully) take some of the human error out of the investing process.EPISODE RESOURCESLump sum vs. Dollar Cost Averaging article Auto-enrollment research And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Qu...
2023-04-21
16 min
New Money New Problems Podcast
The Pyramid of Investments
The Pyramid of Investments helps categorize how people should build their finances based on levels of risk.In this episode, we break down each level of the pyramid and how certain investments are utilized - positively and negatively - by high income earners establishing their portfolios. EPISODE RESOURCESPyramid of Investments Article 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepar...
2023-04-14
17 min
New Money New Problems Podcast
5 Ways Taxes Can Punish High Income Earners
Having a high income is the goal, but it CAN lead to some tax consequences that impact the rest of your finances!Join us as we cover 5 key financial areas where the numbers on your tax return can dictate what you can and can't do with your money.EPISODE RESOURCES2023 Tax Guidelines 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepa...
2023-04-07
17 min
New Money New Problems Podcast
Should I File My Taxes Separate From My Spouse?
Each tax filing year, married couples can decide to file their taxes Married Filing Jointly, or Married Filing Separately.In this episode, we talk about some of the pros and cons of each filing strategy, and give examples of scenarios where it might make financial and legal sense to file apart. EPISODE RESOURCES 2022 Federal Tax Brackets And if you haven't already, sign up for our email list for news on private events, upcoming episodes and more at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webina...
2023-03-31
16 min
New Money New Problems Podcast
Red Flags for an IRS Audit + 2022 Tax Changes
The 2022 Tax Year has a number of major changes that could radically alter the refunds you expect to receive ... or the amount you expect to pay in federal income taxes.In this episode, we cover these changes in detail, along with 5 red flags from your tax return that could increase your chances of an IRS audit!EPISODE RESOURCESCNBC Red Flags Article2022 Form 1040 And if you haven't already, sign up for our email list for news on private events, upcoming episodes and more at newmoneynewproblems.c...
2023-03-24
16 min
New Money New Problems Podcast
The Silicon Valley Bank Collapse + What It Means For You
Last week, we witnessed the 2nd and 3rd largest bank collapses in US history!In this episode we cover how a series of economic forces led to the demise of these two banks, how many people were affected without even knowing it, and the impact it could have on you moving forward.EPISODE RESOURCESSilicon Valley Bank exposeBonds 101FDIC Insurance Details And if you haven't already, sign up for our email list for news on private events, upcoming episodes and m...
2023-03-15
16 min
New Money New Problems Podcast
How Do Taxes Actually Work?
There's often a lot of confusion when people hear tax terms thrown out like deductions, credits, Adjusted Gross Income and more.In the lead up to the tax filing deadline, we give you a breakdown of how the federal tax system actually works, so you have the tools you need to know to make it work for you! EPISODE RESOURCES 2022 Federal Tax Brackets And if you haven't already, sign up for our email list for news on private events, upcoming episodes and more at newmoneynewproblems.com/podcast! ...
2023-03-10
17 min
New Money New Problems Podcast
A Holiday Celebrating Free Money? How To Claim Your Unclaimed Property
Every February 1st, there's a little known holiday that raises the awareness of state websites dedicated to finding your lost money: Unclaimed Property Day!Tune in to this episode to find out what Unclaimed Property is, why you might have some, and how to retrieve it!Episode ResourcesUnclaimed Property Article 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared befor...
2023-03-03
15 min
New Money New Problems Podcast
Should I Contribute To My Child's 529 If I'm Behind In My Own Planning?
529 accounts can be wonderful tools ... if you're financially prepared to contribute to them. In this episode, we discuss various features of 529s, and how to determine whether they're the right tool for your children's education savings.EPISODE RESOURCESBusiness Insider article And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12...
2023-02-24
15 min
New Money New Problems Podcast
Can You Roll a 529 Into A Roth IRA?
The passage of SECURE Act 2.0 has seen many news outlets writing articles stating that you can now roll unused 529 dollars into a Roth IRA.But how likely are you to actually benefit from this strategy? In this episode, we find out ...EPISODE RESOURCES CNBC Roth IRA/529 Article And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled...
2023-02-17
15 min
New Money New Problems Podcast
Key Financial Rule Changes from SECURE Act 2.0
The passage of SECURE Act 2.0 will see some radical changes to retirement savings, student loans and even allow employers to help employees establish an emergency fund.Tune in as we cover some of the key changes you'll see in the coming years!EPISODE RESOURCESSECURE Act 2.0 ArticleAnd if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Sever...
2023-02-10
15 min
New Money New Problems Podcast
Tools (Besides Net Worth) To Measure Financial Progress
In our previous episode, we covered why Net Worth isn't always the most effective tool for measuring wealth amongst younger generations.In this episode, we discuss other financial questions you can ask to make sure you're progressing financially year to year.EPISODE RESOURCES#30MoneyMovesChallenge Gap Finder Assessment Liquid Net Worth Article And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free we...
2023-02-03
15 min
New Money New Problems Podcast
Is Net Worth A Good Indicator of Wealth?
For years, a person's net worth has been seen as THE indicator of budding wealth.But in today's economic landscape, is net worth the best way to gauge your financial progress? Join us to find out.EPISODE RESOURCESForbes Net Worth Article Student Loan Debt Statistics And if you haven't already, join our email list at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Centr...
2023-01-27
15 min
New Money New Problems Podcast
How To Set Money Goals That Stick
The end of January often means the end of our well-intended attempts at keeping New Year's resolutions.Join us as we talk about how to set money resolutions that actually stick, and how to change your finances without changing who you are.And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast!EPISODE RESOURCESSubscription Tracking Services30 Money Moves ChallengeHourly Rate CalculatorResources to learn new skills
2023-01-20
16 min
New Money New Problems Podcast
My Wife's Money Story
One of the most difficult things you can do in a marriage, is figure out how to best manage money together. Now that you know my money story, tune in for the story of the other person with whom I manage money: my wife! And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you'r...
2023-01-13
37 min
New Money New Problems Podcast
What Is A Brokerage Account?
For most people, if they even invest in the stock market, they only do so through their employer's 401(k) or 403(b) plan.Join us as we cover the ins and outs of how to open your own investment vehicle called a nonqualified brokerage account!And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12...
2023-01-06
14 min
New Money New Problems Podcast
What To Do With Your Money Other Than Saving It In Cash
Keeping too much in cash can end up hurting you more than helping you financially.Tune into our new episode and hear how to evaluate different options for what to do with your money after meeting your emergency savings goals.And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you'r...
2022-12-23
15 min
New Money New Problems Podcast
How Much Should You Keep In Your Emergency Fund?
In the continuation on our series on savings, we discuss the factors that influence how much you should keep in your emergency fund!Join us as we discuss what questions you should ask yourself before deciding how much savings is enough, and the downside of keeping too much in cash!And if you haven't already, join our email list to stay up to date on new episodes and upcoming events at newmoneynewproblems.com/podcast! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and i...
2022-12-16
17 min
New Money New Problems Podcast
Optimizing Debts As You Build An Emergency Fund
Whether it's increased expenses, mindless spending or more, high income earners can still find themselves in tight financial straits.Check out the episode for tips on how to optimize problematic debts as you pull yourself out of the hole and move towards a healthy financial foundation!EPISODE RESOURCES 3 Ways to Pay Down Credit Card Debt CNBC Paycheck to Paycheck Article 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're...
2022-12-09
17 min
New Money New Problems Podcast
Living Paycheck to Paycheck on $250,000+
Whether it's increased expenses, mindless spending or more, high income earners can still find themselves in tight financial straits.Check out the episode for tips on how to pull yourself out of the hole and move towards a healthy financial foundation!EPISODE RESOURCESCNBC Paycheck to Paycheck Article LendingClub ReportSubscription Tracking Services And if you haven't already, head to newmoneynewproblems.com/podcast and join our email list to be the first to know about upcoming events and new episodes!Securities and Investment Ad...
2022-12-02
15 min
New Money New Problems Podcast
What Does It Mean When You're "Behind" In Retirement Planning?
It's easy to watch and read stories in financial media that lead you to believe you'll always be behind the eight ball when it comes to the amount you have saved in retirement.In this episode, we'll tell you how many of the assumptions made by these organizations are woefully outta step with the way people actually live their lives, and why you should never be discouraged by how much or how little you have saved at any age.EPISODE RESOURCESJP Morgan Retirement InsightsThe 4% Rule, Explained
2022-11-13
17 min
New Money New Problems Podcast
Brenton (and his parents') Money Story
For our first #MyMoneyStory, I figured I would tell you ... MY money story! Well, really, my parents' story.And I invited them to join me, so you can hear all about who and what shaped the way I am with money. EPISODE RESOURCES Mind Over Money Book Money Disorder Assessment New Money New Problems Gap Finder And if you haven't already, hit subscribe and turn on the notifications for our future videos! 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titl...
2022-11-12
41 min
New Money New Problems Podcast
Breaking Financial Barriers w/Dr. Ted Klontz
Join us for our first #AskTheExpert interview with Dr. Ted Klontz, author of Mind Over Money, who shares how to break out of financial comfort zones and recognize triggers to self-defeating money habits. EPISODE RESOURCESMind Over Money Book Money Disorder Assessment New Money New Problems Gap Finder 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared...
2022-11-03
21 min
New Money New Problems Podcast
Money Disorders + How Childhood Affects Your Money Story
Studies have shown that a significant portion of our thoughts about money are formed before we're 10 years old.Join us as we talk about common money disorders that impact high income-earners on their journey to wealth creation!EPISODE RESOURCES Mind Over Money Book Money Disorder Assessment Childhood Financial Trauma Article (CNN) 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prep...
2022-10-21
16 min
New Money New Problems Podcast
Why New Money Leads To New Problems
Join us for the premiere of the New Money New Problems Podcast! In this introductory episode, we'll share more about the why, the what and the how of this podcast. Tune in to learn who it's for, what it's about, what the format is, and what you can expect from us moving forward! EPISODE RESOURCESWebsiteAnd if you haven't already, hit subscribe and turn on the notifications for our future videos! Securities and Investment Advisory Services offered through Royal Alliance Associates, Inc., Member FINRA, SIPC. Royal Alliance Associates, Inc. is se...
2022-10-20
14 min
New Money New Problems Podcast
Trailer
Negotiating compensation. Purchasing your first investment property. Helping your family with money. The highs and lows of entrepreneurship. New money leads to new problems that require new solutions. The NEW MONEY NEW PROBLEMS PODCAST tackles the financial topics our listeners are navigating for the first time, providing the expertise, interviews and resources for them to do so successfully. 📍 Hey guys. Quick heads up about a free webinar you don't wanna miss. It's titled From Severance to Security, and it's happening Thursday, July 24th at 12:00 PM Central. Whether you're navigating a layoff or just wanna be prepared before one h...
2022-08-03
01 min