Shows
The Financial Edge PodcastEpisode 24: The Roth RulesOn this week's episode, Ben and Tyler break down the rules of the Roth IRA...and as many of the exceptions to those rules as possible!2022-02-1923 minThe Financial Edge PodcastEpisode 23: The Power of the Roth IRADuring this holiday season there is so much to be thankful for, with one of those things being the Roth IRA! Tune in to learn more about the power behind a Roth IRA and how it may be a useful tool for you!2021-12-0425 minThe Financial Edge PodcastEpisode 22: Retirement Plan...Take It or Leave ItIf you've ever contributed to a company sponsored retirement plan and then left that employer, what are your options with that account? Ben and Tyler sift through the options that you have with a former employer's retirement plan!!2021-09-1319 min
The Financial Edge PodcastEpisode 21: Faith, Family, and Finances; from the Root to the FruitTyler and Ben interview guests Joe and Beth Lineberry to discuss why and how they implemented generational wealth planning with their family!2021-08-1431 minThe Financial Edge PodcastEpisode 20: How to Build and Repair Your CreditTyler and Ben revisit the credit conversation and hash through the details that impact your credit score!2021-07-2422 minThe Financial Edge PodcastEpisode 19: Cash Flow and the Zero Based BudgetAfter a brief hiatus for Tyler's wedding, we are back in full force beginning with the fundamentals of wealth creation! On this episode, Tyler and Ben break down the similarities and differences between budgets and statements of cash flow and how they can work together.2021-07-1033 minThe Financial Edge PodcastEpisode 18: When Headlines Cause PanicTyler and Ben delve into how attention-grabbing headlines can affect our investment decisions, and ways to avoid costly mistakes in the moment!2021-06-1222 minThe Financial Edge PodcastEpisode 17: How to Interview a Financial AdvisorIf you've ever wondered what to ask a financial advisor before deciding to work with one, Ben and Tyler go through their top 10 questions to ask when interviewing a financial professional!2021-05-2921 minThe Financial Edge PodcastEpisode 16: Beyond the Numbers Real Estate Specialist InterviewWhen it comes to real estate, we are living in one of the most unique times in history, so Tyler and Ben bring in a professional to get his take on today's housing market and the questions to consider asking when looking at buying or selling a home!2021-05-1530 minThe Financial Edge PodcastEpisode 15: Homebuying Beyond the NumbersBen and Tyler begin a brand new series that takes listeners beyond the logical knowledge used for financial decisions and discusses how emotion plays an integral role as well. First up..Homebuying!2021-05-0136 minThe Financial Edge PodcastEpisode 14: Tips for New InvestorsWith the surge of retail investing during the pandemic, Ben and Tyler provide some of their top tips for new investors.2021-04-1033 minThe Financial Edge PodcastEpisode 13: Financial Planning vs CoachingTyler and Ben dive into the differences between financial planning and coaching and which one might be a better fit depending on a person's stage of life!2021-03-0825 minThe Financial Edge PodcastEpisode 12: Tax Talk With TriciaBen and Tyler interview special guest Tricia Higgins, a Certified Public Accountant, about a variety of tax topics and watch-outs as the tax filing deadline approaches!2021-02-1336 minThe Financial Edge PodcastEpisode 11: 5 Powerful Habits To Start The New YearTyler and Ben delve into 5 powerful financial habits that can be developed to start the new year!2021-01-2326 minThe Financial Edge PodcastEpisode 10: Income vs Assets Battle RoyaleBen and Tyler battle it out over whether more assets or income are better to have in retirement. 2020-12-3025 minThe Financial Edge PodcastEpisode 09: Top 5 Medicare Mistakes Part 2Ben and Tyler wrap up their Medicare series with a brief summary of the top 5 common mistakes people make when heading into Medicare eligibility as well as promote some potentially edgy upcoming podcast episodes!2020-12-0517 minThe Financial Edge PodcastEpisode 08: Medicare Specialist InterviewBen and Tyler bring a special guest onto the show to dive into 3 of the top 5 mistakes that new Medicare enrollees make!2020-11-2112 minThe Financial Edge PodcastEpisode 07: Part 2 - Why to Care About MedicareTyler and Ben examine the sometimes overwhelming subject of Medicare supplemental plans including why the pricing is so different between carriers, defining the terminology within the plans, the different plans' benefits, and the importance of understanding how they work!2020-11-0731 minThe Financial Edge PodcastEpisode 06: Why to Care About MedicareThis week, Ben and Tyler begin the process of breaking down Medicare including what it is and why those in a wider age range should care about the implications of this program.2020-10-2426 minThe Financial Edge PodcastEpisode 05: When Holidays and Budgets CollideBen and Tyler navigate the choppy waters of striving toward financial goals through the holidays.2020-10-1026 minThe Financial Edge PodcastEpisode 04: Credit Where Credit is DueBen and Tyler dissect the makings of a credit score, if it is important to maintain after certain major purchases, and what areas of a person's overall financial picture it may impact long-term!2020-09-2637 minThe Financial Edge PodcastEpisode 03: Lessons from Our Worst and Best Financial DecisionsThis week, Ben and Tyler get a little vulnerable with some stories of their worst, and best, financial decisions and discuss how expensive pride can be!2020-09-1256 minThe Financial Edge PodcastEpisode 02: The Cost of Being FrugalOn this week's episode, Ben and Tyler open up a discussion on what it costs to be frugal, and some of the thought processes to avoid along the way!2020-08-2939 minThe Financial Edge PodcastEpisode 01: The Starting PointFinancial advisors Tyler Schweigert and Ben Shamberger break down the fundamentals on where to start when it comes to the thought process and habits necessary to begin building wealth.2020-08-1532 minThe Financial Edge PodcastPilot: The WhyFinancial advisors Tyler Schweigert and Ben Shamberger dive into why they decided to create The Financial Edge Podcast, what to expect in upcoming episodes, and how listeners can begin to sharpen their financial edge.2020-08-0117 min