Shows
The MPowered Finance Podcast with Sid Misra, CFP®Don’t Just Re-Up Your Benefits: How to Make the Most of Open Enrollment This YearEvery fall, millions of people rush through open enrollment, clicking “keep last year’s choices” without realizing how much it can cost them.In this episode, I break down how to approach open enrollment strategically so your benefits actually support your life and financial goals. Whether it’s choosing between an HSA or FSA, reviewing health plan options, or making sure you’re not leaving money on the table, this guide will help you make smarter decisions this year.Open enrollment is more than just HR paperwork—it’s a chance to align your benefits with your fina...
2025-10-1707 minThe MPowered Finance Podcast with Sid Misra, CFP®Before You Buy or Die | Real Estate & Estate Planning Advice with Ruma Mazumdar, ESQThinking about buying a home? Wondering if you need an estate plan? In this episode, I sit down with Ruma Mazumdar, Esq, founder of Key Esquire®, to demystify the legal side of real estate transactions and estate planning.We break down: ✅ What a real estate attorney actually does in NJ✅ Why attorney review is essential—and not just a formality✅ Common real estate contract traps (and how to avoid them)✅ Estate planning basics: wills, trusts, powers of attorney✅ What happens if you don’t have an estate plan✅ Why title insurance matters—even when...
2025-05-1055 minThe MPowered Finance Podcast with Sid Misra, CFP®Should We Lend Money to Family and Friends? - Love, Marriage, and FinancesShould you lend money to family or friends? What if your partner disagrees? In this episode of Love, Marriage, and Finances, Sid Misra CFP® breaks down the emotional and financial risks of lending to loved ones—and how to navigate it as a couple.💸 Lending money to family is common, but it’s also complicated. Studies show that 42% of people who lend to loved ones never get paid back. That can create stress not just between the lender and borrower—but also between spouses.In this episode, you'll learn:✅ How to talk with your spouse befor...
2025-04-2507 minThe MPowered Finance Podcast with Sid Misra, CFP®Tariffs and Market Panic - What You Need to Know Are the latest headlines about tariffs and market volatility making you nervous? You're not alone. In this video, Certified Financial Planner™ professional Sid Misra breaks down what’s really happening with the recent market drop—and how smart financial planning helps you stay grounded during uncertain times.You'll learn: ✔️ Why markets reacted to new tariffs✔️ What rising inflation and slower growth could mean✔️ How diversification protects your portfolio✔️ Why preparing beats predicting in volatile marketsWhether you're close to retirement or just starting out, this is the clarity you need to make confident fi...
2025-04-1305 minThe MPowered Finance Podcast with Sid Misra, CFP®Is a Prenup Right For Me? Perspectives From a Lawyer - Love, Marriage, and FinancesIn this episode of Love, Marriage, and Finance, host Sid Misra CFP® sits down with Lindsay Heller, a Family Law Attorney at Fox Rothschild, to demystify prenuptial agreements and provide expert insights on this often misunderstood topic.💡 Key Topics Covered:- What exactly is a prenuptial agreement and why might you need one?- The changing demographics of prenups - why they're becoming more common- How to have "the conversation" about prenups with your partner- State-by-state differences in prenup laws (focusing on NY and NJ)- Common misconceptions about prenuptial agre...
2025-01-3150 minThe MPowered Finance Podcast with Sid Misra, CFP®Why Did My Dad Wait Until Age 70 to Claim Social Security? Money Matters with Sid & Gautam MisraYou can claim Social Security as young as age 62. So why wait?Listen to this newest episode of Money Matters to find out why Gautam Misra waited until age 70 to claim his benefits.Learn what to consider when making your own claim as well as what Social Security misconceptions are totally wrong!Sid Misra, Certified Financial Planner™Beacon Financial Group#money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #federalreserve #interestrates #mortgage #marriage #Divorce #Prenuptialagreement #prenup---I'd be happy to...
2025-01-1031 minThe MPowered Finance Podcast with Sid Misra, CFP®Do I Need a Prenup? - Love, Marriage, and FinancesWondering if you need a prenuptial agreement? The surprising truth is that EVERYONE who gets married already has one - but it might not be the one you want! In this episode of Love, Marriage, and Finances, Certified Financial Planner Sid Misra breaks down everything you need to know about prenups.Learn why prenups aren't just for the wealthy and discover:✅ Why your state's default divorce laws might not work for you✅ Who really needs a prenup (hint: it's more people than you think!)✅ How to protect your assets, business, and in...
2024-11-0113 minThe MPowered Finance Podcast with Sid Misra, CFP®Why Did The Fed Lower Interest RatesThe Federal Reserve just cut interest rates by 0.5% - the first reduction since 2020! Learn how this major economic decision impacts YOUR wallet, from mortgage rates to investment accounts. In this video, Sid Misra- Certified Financial Planner, will breakdown:✅ What the Federal Reserve actually does (in simple terms) ✅ Why interest rates were so high to begin with ✅ The real reasons behind this rate cut ✅ How this affects YOU - mortgages, car loans, and savings accounts ✅ What you should do next with your moneyWhether you're looking to buy a home, invest in...
2024-10-1908 minThe MPowered Finance Podcast with Sid Misra, CFP®What Does Wealth Mean To Me? - Money Matters with Sid and Gautam MisraIn the first episode of our new series, Money Matters with Sid and Gautam Misra, we dive into the economy, stock market, and discuss wealth.This is an episode you won't want to miss!Sid Misra, Certified Financial Planner™Beacon Financial Group#money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work to...
2024-09-2018 minThe MPowered Finance Podcast with Sid Misra, CFP®"Are You Prepared? Legal Documents Every College Student Must Sign!Before students leave for college they MUST sign these 5 legal documents.Find out which ones in this video!Sid Misra, Certified Financial Planner™Beacon Financial GroupI'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/----Check out my YouTube channel: ht...
2024-09-0605 minThe MPowered Finance Podcast with Sid Misra, CFP®Are We Spending Too Much on Our Wedding? - Interview w/ Gautam Misra - Love, Marriage, and FinancesJoin me for a very special episode of Love, Marriage, and Finances where I interview my dad, Gautam Misra.Gautam has been a financial advisor for over 30 years and a married man for 40 years, which makes him a great guest for the series!Learn his tips for merging love and money and hear his honest opinions on my/his son's finances!Sid Misra, Certified Financial Planner™Beacon Financial Group#money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family...
2024-07-2628 minThe MPowered Finance Podcast with Sid Misra, CFP®Why Did I Owe Money on My Taxes?I had a big tax bill in April and I don't know why?Why did I owe money?Check out this episode to find out 5 reasons why you owed money and what you can do to prevent that going forward!Sid Misra, Certified Financial Planner™Beacon Financial Group#money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family---I'd be happy to have a brief conversation to discuss your needs and to see if we wo...
2024-06-1410 minThe MPowered Finance Podcast with Sid Misra, CFP®Here’s What Happened When We Merged Our Finances - Love, Marriage, and FinancesJoin me for this very special episode of Love, Marriage, and Finances where I interview the amazing Christine Luken, a Financial Dignity Coach and author of ""Money is Emotional: Prevent Your Heart from Hijacking Your Wallet."Christine has helped many individuals and couples take control of their finances while managing their emotions and their relationships.Hear about her own story and the financial mistakes she made with her ex, as well as her advice for taking back control of the situation and your life. During our conversation, she gives out real-world advice for c...
2024-05-3154 minThe MPowered Finance Podcast with Sid Misra, CFP®How Do I Choose Between Pre-Tax and Roth?Pre-tax vs Roth? What is the difference and which one should I choose?Watch this video to find out!Sid Misra, Certified Financial Planner™Beacon Financial Group#money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra...
2024-04-2904 minThe MPowered Finance Podcast with Sid Misra, CFP®Getting Married: How Do We Merge Our Finances? - Love, Marriage, and FinancesWe've had important conversations around our money history and beliefs. But how do we actually merge our finances together?Listen to this episode to find out!Sid Misra, Certified Financial Planner™Beacon Financial Group#money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me...
2024-04-1522 minThe MPowered Finance Podcast with Sid Misra, CFP®Are My Fiance and I Financially Compatible? Love, Marriage, and FinancesBefore you say "I Do", it's a good idea to make sure you and your partner are financially compatible.Are my partner and I financially compatible?Sid Misra, Certified Financial Planner™Beacon Financial Group#money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go...
2024-04-0503 minThe MPowered Finance Podcast with Sid Misra, CFP®Can We Retire Now or Do We Have to Wait?I recently met with a couple who have a sizeable nest egg. One spouse believes they have enough to retire right now. The other spouse thinks they need to keep working.Who is right?Sid Misra, Certified Financial Planner™Beacon Financial Group#money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work...
2024-03-2203 minThe MPowered Finance Podcast with Sid Misra, CFP®How To Talk To Your Partner About Finances — Love, Mariage, and FinancesBefore you get married, you need to have discussions about money and more specifically, how you and your partner view and interact with it.Listen to this episode to learn how to have these important conversations, which will create transparency around money and your money beliefs!Sid Misra, Certified Financial Planner™Beacon Financial Group#money #wealth #investing #finance #moneymanagement #personalfinance #retirement #retirementplanning #income #socialsecurity #medicare #taxes #401k #IRA #RothIRA #marriage #divorce #prenup #marriageadvice #family ---I'd be happy to have a brief conversation to discuss your needs and to...
2024-02-2511 minThe MPowered Finance Podcast with Sid Misra, CFP®Personal Finance Should Be PersonalThe questions you have about your finances require personal answers geared towards your specific situation.Make sure you are getting the answers you deserve, not just general information found online!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website...
2023-12-2204 minThe MPowered Finance Podcast with Sid Misra, CFP®How Much Should I Be Saving and Investing? - Ask a Financial AdvisorIn my "Ask a Financial Advisor" series, I answer questions sent in from my YouTube channel viewers, podcast listeners, newsletter readers, and the general public.Here is the most recent question I received:“I’m in my early 30s and making decent money. I want to make sure I am setting myself up for success later on in life.How much should I be saving and investing to do this?"Listen to this episode to find out my answer!Sid Misra, CFPBeacon Financial Group---
2023-12-0808 minThe MPowered Finance Podcast with Sid Misra, CFP®How Do I Retire?How do I actually retire?How do I go from earning an income to living off my nest egListen to this episode to find out!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www...
2023-11-2407 minThe MPowered Finance Podcast with Sid Misra, CFP®Avoid These Money Mistakes! Or Pay DearlyWhat are the most common money mistakes I see as a Financial Advisor? Listen to this episode to find out!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/----Don't forget t...
2023-11-1004 minThe MPowered Finance Podcast with Sid Misra, CFP®How Should I Invest My Money?There is a lot of noise about how you "should" be investing your money.Before you make any decisions, listen to this episode!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/----
2023-10-2704 min
The Good LifeTaking Control of Your Financial Future with Sid Misra | The Good Life Ep 135On this episode, we sit down with Certified Financial Planner Sid Misra to talk about talking control of your financial future.
Sid is a professional registered with LPL Financial. He has a passion for personal finance and understands the intricacies of the financial system. With years of experience, he helps individuals, families, and small businesses bridge the gap between their current financial standing and their goals.
If you're interested in finance, business growth, and learning from professionals who've walked the path, this episode is for you
Join our private community for exclusive content on optimizing your health and wellness:
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2023-10-121h 00The MPowered Finance Podcast with Sid Misra, CFP®RESPECT My Final WishesAretha Franklin made a big mistake with her estate planning.Don't make the same one!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/----Don't forget to subscribe to my YouTube...
2023-09-1603 minThe MPowered Finance Podcast with Sid Misra, CFP®When Will Markets Recover?The stock market is going crazy right now. When will it stabalize and recover?Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/----Don't forget to subscribe to my YouTube Channel: https://w...
2023-08-3102 min
PragyaanWiring the Mind: Decoding Flow State, Depression, and Brain Activity with Sid WarrierDive into a captivating exploration of the intricacies of medicine, from the psychosomatic effects of disease to the challenges in diagnosis. Delve into the world of mental states as we uncover the secrets of achieving flow and the rituals that facilitate it.
Journey through the realm of mental exploration using external stimuli and the art of emotional regulation through meditation. Witness the poignant conversation on mortality, the role of doctors in dealing with death, and the profound life lessons death imparts.
Conclude with thought-provoking insights into the future implications of AI, the...
2023-08-1941 minThe MPowered Finance Podcast with Sid Misra, CFP®Five Legal Documents EVERY College Student NEEDS To SignBefore your college-bound child heads off to school you NEED to make sure they have the following documents signed!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/----Don't forget to subscribe to...
2023-08-1805 minThe MPowered Finance Podcast with Sid Misra, CFP®When Do Student Loan Payments Resume?The pause on student loan payments has been lifted and soon interest will start accruing again.How should you handle these payments going forward?Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/----
2023-08-1103 minThe MPowered Finance Podcast with Sid Misra, CFP®3 Things You NEED to Know About Social SecuritySocial Security gives you guaranteed income for your life. But what do you need to know and consider before claiming your benefit?Listen to this episode to find out!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.s...
2023-08-0408 min
The SPE PodcastSPE Live Podcast: Causal Inferencing for Subsurface Engineering ApplicationsJoin this SPE Live with Professor Sid Misra and discover the transformative power of causal inferencing in subsurface engineering. While widely employed in fields like medicine and econometrics, the application of causal inference in the oil industry remains untapped.
In this SPE Live, we explore how causal inference techniques can unlock invaluable insights and optimize processes, particularly in microseismic data analysis and fracture monitoring.
2023-07-2730 minThe MPowered Finance Podcast with Sid Misra, CFP®Where Should I Retire?Where you retire has a big impact on your quality of life and your abilty to pay your bills.Listen to this episode to find out what to consider when choosing a place to retire.Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more...
2023-07-2106 minThe MPowered Finance Podcast with Sid Misra, CFP®Why Do The NY Mets Still Pay This Retired Player $1.2MM Every Year?Bobby Bonilla last played for the NY Mets in 1999 and retired from baseball in 2001. So, why do the Mets still pay him $1.2MM every year on July 1st?Tune in to find out!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, p...
2023-07-0102 minThe MPowered Finance Podcast with Sid Misra, CFP®Should I Use A Taxable Investment Account? - Ask a Financial AdvisorIn my "Ask a Financial Advisor" series, I answer questions sent in from my YouTube channel viewers, podcast listeners, newsletter readers, and the general public. Here is a great question I was asked recently in my LinkedIn DMs:"Should I Use Taxable Investment Accounts?"Listen to this episode to find out my answer!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
2023-06-2306 minThe MPowered Finance Podcast with Sid Misra, CFP®Will I Run Out Of Money?There is a risk that can cause us to run out of money in retirement.But what is it and will it affect me?Listen in to learn more!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my...
2023-06-0904 minThe MPowered Finance Podcast with Sid Misra, CFP®Silicon Valley Bank Collapse - Your Questions AnsweredWe have all seen the news about Silicon Valley Bank's quick collapse. But what happened and why?What does this mean for the banking system and my own bank?Listen to this episode to find out!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---
2023-05-2608 minThe MPowered Finance Podcast with Sid Misra, CFP®Is The World Ditching The US Dollar?Is America in trouble?Is the world ditching the US Dollar? Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/----Don't forget to subscribe to my YouTube Channel: https://www.youtube...
2023-05-1204 minThe MPowered Finance Podcast with Sid Misra, CFP®How Do I Build Wealth? With These 7 Core Financial PrinciplesWealth allows us to live life on our own terms.But how do I build wealth?Listen to this episode to find out!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/...
2023-04-2804 minThe MPowered Finance Podcast with Sid Misra, CFP®What Is Our Most Valuable Asset?401k? IRA? Our home?Which one is our most valuable asset?Listen in to find out!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/----Don't forget to su...
2023-04-1403 minThe MPowered Finance Podcast with Sid Misra, CFP®How Much House Can I Afford? - Ask a Financial AdvisorIn my "Ask a Financial Advisor" series, I answer questions sent in from my YouTube channel viewers, podcast listeners, newsletter readers, and the general public. Here is a common question we get often:"How much house can I afford?"Listen in to find out my answer!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with m...
2023-03-3109 minThe MPowered Finance Podcast with Sid Misra, CFP®When Should I Hire a Financial Advisor?When does it make sense to hire a financial advisor?When will we benefit the most from it?Tune in to find out!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/
2023-03-1704 minThe MPowered Finance Podcast with Sid Misra, CFP®Is a Retirement Strategy Necessary?Are you confident in your ability to retire?In your ability to live life how you want?If you want to secure your retirement, you need a strategy/plan to get there.Listen to this episode to learn about your retirement strategy.Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com...
2023-03-0304 minThe MPowered Finance Podcast with Sid Misra, CFP®When Should I Change My Investments? - Ask a Financial AdvisorIn my "Ask a Financial Advisor" series, I answer questions sent in from my YouTube channel viewers, podcast listeners, newsletter readers, and the general public. Here is a recent question I received from a friend:"Markets have been down since the start of 2022 and also pretty volatile – lots of swings both big and smallMy question is this – when should I be making a change to my investments? I feel like I shouldn’t be sitting around doing nothing and that I should be proactive."Listen to this episode to find out my a...
2023-02-1705 minThe MPowered Finance Podcast with Sid Misra, CFP®Is It a Bad Time to Retire?Markets are choppy and there is a lot of uncertainty.Should I push off my retirement?Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/----Don't forget to subscribe to...
2023-02-0302 minThe MPowered Finance Podcast with Sid Misra, CFP®What is Tax Loss Harvesting?Tax loss harvesting is a strategy used by savvy investors in down markets.But how does it work and should I be considering it?Listen to this episode to find out!Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please...
2023-01-2005 minThe MPowered Finance Podcast with Sid Misra, CFP®Common Financial Mistakes to AvoidAre you making these common financial mistakes?They can cost you big $$$ if not fixed!#investing #finance #money #wealth Sid Misra, CFPBeacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more about me, please visit my website: https://www.sidmisra.net/----...
2022-12-2304 minThe MPowered Finance Podcast with Sid Misra, CFP®Crypto is the Wild West - Make Sure You Understand the RisksThe #crypto exchange #FTX has gone under and many people have lost all of their money.For those investing in the crypto space, do you understand the risks involved?#investing #crytpocurrency #cryptonews #ftxtoken Sid Misra, Certified Financial Planner™Beacon Financial Group---I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra---To learn more ab...
2022-12-0902 minThe MPowered Finance Podcast with Sid Misra, CFP®Pre-Tax vs Roth? How Do I Decide? - Ask a Financial AdvisorIn my "Ask a Financial Advisor" series, I answer questions sent in by my clients, my YouTube/Podcast followers, and the general public. Here is a recent question I received from the grandchild of a client:I have a 401k at work that offers both a pre-tax and Roth option. What is the difference, and which one should I invest in? Listen to this episode to find out my answer!--I'd be happy to have a brief conversation to discuss your needs and to see if we would be...
2022-11-2505 minThe MPowered Finance Podcast with Sid Misra, CFP®Ignore These Outdated Financial Rules of ThumbSome financial advice needs to be left in the past! Here are 3 outdated financial rules of thumb that you may want to ignore.-- I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together Schedule an intro call with me: https://go.oncehub.com/SidMisra -- To learn more about me, please visit my website: https://www.sidmisra.net/ -- My YouTube Channel: https://www.youtube.com/channel...
2022-11-1105 minThe MPowered Finance Podcast with Sid Misra, CFP®The Federal Reserve and How It Affects All of UsCan someone explain what the Federal Reserve is, what is does, and how it affects me?Watch this video to find out!-I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work togetherSchedule an intro call with me: https://go.oncehub.com/SidMisra-To learn more about me, please visit my website: https://www.sidmisra.net/--Find me on YouTube: https://www.youtube.com/channel...
2022-10-2806 minThe MPowered Finance Podcast with Sid Misra, CFP®What Should I Invest In?There are so many different choices to make when it comes to investing.How do I decide what to invest in?Listen to this episode to find out!
2022-10-2105 minThe MPowered Finance Podcast with Sid Misra, CFP®How Are My Investments Taxed? - Ask a Financial AdvisorIn my "Ask a Financial Advisor" series, I answer questions sent in by my clients, listeners of my podcast, and the general public. Here is a recent question I received from a friend:"I invest in my company retirement plan and understand that the account is tax-deferred, meaning I don’t pay taxes as it grows but will pay taxes when I take the money out later. How much in taxes will I pay on this account and how are my other investments taxed? What other accounts are out there for me to utili...
2022-10-0409 minThe MPowered Finance Podcast with Sid Misra, CFP®Legal Documents Every Parent and College Student Should SignYour child is now considered an adult in the eyes of the law and is attending school away from you.This presents some challenges because they are no longer considered a minor under your protection and even control.What documents should you have in place to make sure you can still take care of them in case something happens?Check out my website: https://www.sidmisra.net/ Connect with me on LinkedIn: https://www.linkedin.com/in/sid-misra/
2022-08-1804 minThe MPowered Finance Podcast with Sid Misra, CFP®How Do I Recession Proof My Finances? - Ask a Financial AdvisorIn my "Ask a Financial Advisor" series, I answer questions sent in by my clients and listeners. This particular question is very relevant to the current market conditions and volatility we are all experiencing.“I keep seeing in the news that we are headed for a recession, if not already in one right now. It may be too late now, but in preparation for the next inevitable downturn, what can I do to recession-proof my finances?”Listen to this episode to find out my answer!
2022-07-1508 minThe MPowered Finance Podcast with Sid Misra, CFP®Should I Use My Home Equity to Invest in Stocks? - Ask a Financial AdvisorIn my "Ask a Financial Advisor" series, I answer questions sent in by my clients and viewers. Here is a common question we have been receiving:“The value of my house has gone up significantly due to the increased demand we see all across the country and more specifically, my area.My question is this: Because we don’t have much in the way of investments, should we borrow money from the inflated equity in our house to buy stocks?What are the risks involved and what should we be considering?”
2022-05-2606 minThe MPowered Finance Podcast with Sid Misra, CFP®What should I do with my old 401k? - Episode 13Changed jobs recently? Thinking about changing your job?This is actually a great way for employees to find jobs with higher pay and better benefits.But what do you do with your old company retirement plan?Do you even have options and if so, what are they?Tune into this episode to find out!Visit my websiteConnect with me on LinkedInCheck out my YouTube Channel
2022-05-1311 minThe MPowered Finance Podcast with Sid Misra, CFP®Want to Secure Your Retirement? You MUST Be Able to Answer These 3 Questions - Episode 12The ability to retire and live the life we want to live, not the life we have to live, comes from proper planning and execution. Because time is limited, it is extremely important for those age 50+ and nearing retirement age to be able to answer what I feel are the 3 Most Important Retirement Questions.Tune into this episode as I explain the 3 questions, why they are important, and what to consider when including them in your retirement plan. If you want to see the presentation and slides, please click this link to watch the YouTube presentation: Sid Mi...
2022-03-291h 01
Mother Daughter Connections®99_Three Keys To Financial Planning For Mothers & Daughters (w/ Guest: Sid Misra)On today's episode of Mother Daughter Connections™, I'm joined by Certified Financial Planner, Sid Misra, of Beacon Financial. Sid and I discuss . . . The influence of his mother and father on his route into the world of finance. The #1 thing that moms need to do regarding empowering their daughters in money matters…and life. The 2 Key Factors to look for when searching for a financial planner. …and a WHOLE LOT MORE! __________________________________ To Connect With Sid, go to: LinkedIn: Sid Misra, CFP® | LinkedIn BuzzSprout: MPowered Finance (b...
2022-03-2148 minThe MPowered Finance Podcast with Sid Misra, CFP®What Do You Own and Why Do You Own It? - Episode 11What do you own and why do you own it? It’s a simple question that we should all be able to answer when it comes to our investment choices. Yet for most investors, it’s a question they do not have an answer for and more often than not, have not even thought about. Many investors have no real idea how their money is currently invested or more importantly, how to invest based on their needs and goals. They tend to listen to “experts” in magazines, on TV, on social media apps or, they fol...
2022-01-2734 minThe MPowered Finance Podcast with Sid Misra, CFP®Episode 10- Would You Withdraw From Your Retirement To Pay For Your Child's Education? A LinkedIn Poll & DiscussionWould you consider withdrawing from your retirement savings to help pay for your child’s education?That was the question I asked on a LinkedIn poll last month. The poll, which lasted two weeks long, received over 900 votes and had more than 150 comments. Join me as I discuss the results and dive into the explanations left by those who commented. Education planning like financial planning has no "one size fits all" approach. You must find the plan that works for you and what you are trying to accomplish. As a reminder, if you have qu...
2021-11-1427 minThe MPowered Finance Podcast with Sid Misra, CFP®Episode 9- Ask a Financial AdvisorMoney is a tool that empowers us to live life on our own terms. The wealthy and financially free understand this. Do you?The MPowered Finance Podcast was created to help you better understand the financial system, so that you can use it to your advantage. In this new series, "Ask a Financial Advisor", I will answer listener/viewer/reader questions with the hope that it will help you think about your finances in a different way. My goal is to help you make a more informed decision based on your context and goals. In this e...
2021-10-2723 minThe MPowered Finance Podcast with Sid Misra, CFP®Episode 8- Social SecurityWe all pay into Social Security but do we really understand how it works? Do we know how to maximize our benefits to get the most out of this income program?Unfortunately, most people are hurting their retirements by making costly decisions about Social Security. These decisions have far-reaching consequences and should not be made without proper understanding. In this episode, we go over the program itself, how it works, how benefits are calculated/maximized, and how to think about claiming benefits to maximize not only your income but the income of your spouse. ...
2021-10-1043 minThe MPowered Finance Podcast with Sid Misra, CFP®Episode 7- The Industry and My WhyIn this latest episode of the MPowered Finance Podcast, I discuss my previous role in financial sales and how it led me to become an independent financial advisor working with my father. The industry as a whole has a big trust issue and in this episode, I explain why that is. Please tune in to learn a little more about my backstory and how I became an independent financial advisor.
2021-09-2424 min
The Nova Money Mindset15: The financial system rewards one type of behaviour | Sid MisraEverybody wants to be rich, but few adopt the necessary behaviour that will lead them to where they want to be.
Our guest today is Sid, a Certified Financial Planner helping people to avoid mistakes and adopt the right mentality for managing their finances. Sid is with us to share his experience of how people successfully build wealth.
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Find Sid on Linkedin
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You can find more information about Sam and Nova money on https://novamoney.com/ and download the app here: https://bit.ly/3zNAJiG
2021-09-1556 minThe MPowered Finance Podcast with Sid Misra, CFP®Episode 6- How Do I Get To My Number?In Episode 4 of the podcast, Sid Misra CFP®, discussed one of the most important questions a pre-retiree can ask themselves: "What is my number?"How much money do I need to live the life that I want, in retirement?In this episode, Sid will go over the process of getting to your number, after you figure it out.You have a destination- what will it take to get there??Tune in to find out!
2021-06-3026 minThe MPowered Finance Podcast with Sid Misra, CFP®Episode 5- Education PlanningFor most parents/guardians, putting their children through college and university is one of the largest expenses they will face. The costs are only going up while the available aid and help has remained flat.How do you plan for higher education while not breaking the bank?How do you help put your kids through school without adversely affecting your own future?Tune into this episode where I discuss education planning and what you need to consider/factor into your planning.Those that plan have more money available for education and a...
2021-05-1939 minThe MPowered Finance Podcast with Sid Misra, CFP®Episode 4- What Is My Number?What is my number?How much money do I need to live the life I want, in retirement?Join Sid Misra, CFP® as he dives into one of the most important questions that pre-retirees NEED to be able to answer. Without figuring out your number and what you need to accomplish, you are flying blind in the journey to a secure retirement.Figure out your number, today!
2021-04-2620 minThe MPowered Finance Podcast with Sid Misra, CFP®Episode 3- What is Blockchain?You've most likely heard of Bitcoin; the digital currency changing our idea of how money can be used and controlledHow about NFT's? Those Non-Fungible Tokens that are now all over the news? Both are possible because of Blockchain- A new technology that will change how we use and store dataTune into this episode where Sid Misra, CFP explains what blockchain is, how it works, and what applications he sees it being used for (including NFT's)
2021-03-2619 min
The MPowered Finance Podcast with Sid Misra, CFP®Episode 2- The Most Overlooked and Underrated Factor to Building WealthWhat is the most overlooked and underrated factor in building wealth?It's not what you think.No, it's not some sexy investment you see on tv or read about online.It's not an investment strategy or even a philosophy.It is something more foundational and fundamental.Tune in to find out!If you enjoyed this episode, please subscribe and leave a review.Thank you!
2021-02-1717 minThe MPowered Finance Podcast with Sid Misra, CFP®Episode 1- Stonk Wars: Revenge of the Retail InvestorsWhat's going on with Gamestop and why is Wall St mad?Join host Sid Misra, CFP® as he explains short selling, short squeezes, and why all this is happening.Please subscribe and leave a review!Thank you
2021-02-0417 min
NextGen in 10Ep. 21: Turning Competition into CollaborationAlanah speaks with Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan about how the advent of the digital age has opened up new opportunities in the financial services industry, and how next-gen professionals can support each other online and in person.Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
2021-01-2911 minNextGen in 10Ep. 20: Getting Creative with Digital ProspectingAlanah talks with Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan about how to find new clients in today's increasingly virtual marketplace and form connections via smart content choices.Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
2021-01-2913 minNextGen in 10Ep. 19: Networking in the Digital AgeAlanah is joined by Sid Misra of Beacon Financial Group and Nic Neilsen from Know My Plan to talk about how their personal and professional friendship formed from LinkedIn interactions, as well as the power of social media spaces for making connections.Alanah Phillips is a Recruiter with Lincoln Financial Advisors Corp., Member SIPC.
2021-01-2912 min
Seismic Soundoff100: Top 10 tips for a successful careerSince episode 72, host Andrew Geary has been asking his guests one question - "What is one piece of advice you would offer someone that would like to succeed in this field?" To celebrate 100 episodes of Seismic Soundoff, Andrew has selected the top 10 responses.
In reviewing the responses, common themes repeated throughout. These themes included keeping an open mind and staying flexible. Another common lesson was to continue developing your skills and collaborate with others (especially across disciplines). As 2021 begins, the producers hope the advice offered by these top geoscientists provides clarity and insight for your professional career.
Visit https://seg...
2020-12-3014 min
Seismic Soundoff77: Machine learning and the future of teaching with Siddharth MisraIn this episode, host Andrew Geary highlights Sid Misra's course on Machine Learning Techniques for Engineering and Characterization. Sid provides a great background on machine learning and the value it brings to geophysics, why the coding language Python is essential (and easy-to-learn), one action you can take today to succeed in the field, and the advantages of virtual courses over in-person events. If you want to understand machine learning better and its impact on geophysics - listen to this episode!
Visit https://seg.org/podcast/Post/8995 for the complete show notes.
Note: Sid's tour is currently canceled due to COVID-19...
2020-04-0731 min