Shows
Personal Financial Strategy the podcast”An Overview of Investing in Gold” with Simon PoppleHe started his investment business in Real Estate, and eventually migrated to Gold investment.
Money market (UK) saw some of his publications on gold investing and enlisted Simon to write a column in Gold investing.
Opportunities with gold:
Invest in gold stocks.
Invest in gold – some low and other high risk. A place to look at and download some info on gold is goldprogram.go.uk.
Different levels of Gold investment:
Physical gold
Gold keepers – large companies; invest in a lots of different companies – multinational, multi-commodity.
Defenders – diversity in terms of commodity and countries.
Forwards - High Risk...
2023-09-2822 minPersonal Financial Strategy the podcast”Salting Your Retirement Funds With Crypto, Tax Free” by Eric TastetEric grew up in a single household – at times with mother and at times with father, quite a poor background.
I ended up going to a seminary, became a pastor, planted a church, but took a break to give full attention to entrepreneurship.
I learned financial management, but not financial strategies.
I’ve had a window washing company, a pressure washing company, wedding venue business, among others.
I started searching the market on cryptocurrency in 2017-2018, and that’s where I am.
When you are pastoring, you are not looking for money; but I was entrepreneurial even while a pastor to sup...
2023-09-1946 minPersonal Financial Strategy the podcast”A Bigger Life” with Adam CarrollAdam Carroll – Host of build a bigger life podcast; curator of master of money.com and founder of the shred method:
Personal Background – pathway leading to him doing what he does
His family appeared affluent or middle class, but money wasn’t really there.
His family was loving and considerate.
I used to use my credit card in college, and so I became part of the debt stats;
He was an entrepreneur in college, hence borrowed loans from students to build this business.
He studied books about personal finance and started applying the principles, and he was able to pay...
2023-08-2529 minPersonal Financial Strategy the podcast”Strategies for Paying College Tuition” with Beth ProbstBeth is the founder and CEO of the At The Core program for launching High School students into College and helping them prepare for the coming life transition.
Determining career aspirations, what courses of study will best support a given career:
The cost of college: this could be made a broader conversation within the family, for example, discussions on the broader “cost” incurred by family. Such an approach can greatly prepare children on matters of money when they enter college and start living on their own.
Without discussions about money – from the family level – there are no guards...
2023-07-2146 minPersonal Financial Strategy the podcast”Have a Strategy for Choosing College” with Beth ProbstWe come alongside families with students who are speeding toward a transition to college and career.
Personal Career Path:
Beth was in a sales and marketing career, selling tech products when she stumbled on students preparing to transition to high school, interviewing them as possible sales assistants, and realized they had no framework to make solid decisions about their life or career; this was the light bulb in her head moment. She asked herself: can I do something structured to help them make more informed decisions on their journey through High School into college?
The...
2023-07-1843 minPersonal Financial Strategy the podcastHave a Strategy for choosing a college with Beth ProbstWe come alongside families with students who are speeding toward a transition to college and career.
Personal Career Path
o I was in a sales and marketing career, selling tech products when I stumbled on Students preparing to transition to high school, interviewing them as possible sales assistants, and realized they had no framework to make solid decisions about life and career; this was the light bulb my head moment for me. I asked myself: can I do something structured to help them make more informed decisions on their journey through High School into college!
The value que...
2023-06-2844 minPersonal Financial Strategy the podcast”Finding the Relational fit in Financial Planning” with Jeff BernierFind the right partner, the right fit, by considering:
Capacity to provide the services the client needs
Relationships – are you comfortable with each other?
Economic fit – does the client understand the cost benefit?
What belief(s) do you hold? Resources are there to give you what you always want to be, to help you create capacity to enable you to do what you are supposed to do.
So we want to know your dreams, your purpose; can that dream be converted into a dollar and deadline?
Our role is to help you turn your dream into doll...
2023-06-2022 minPersonal Financial Strategy the podcast”Non-Traditional Investing” with Maxwell NeeMaxwell Nee, the Managing Partner of OENO Wine & Whisky Investment. He’s a multi-award-winning entrepreneur who earns his investors a recession-proof and market-beating return with wine and whisky alternative investments.
Here are the top tips from Maxwell.
Take advantage of alternative investments; for instance, wine and whiskey. Consider 28% of high-net-worth individuals have a connection with wine. They either collect wine, distribute it or maybe they are in the end a consumer. In all facets, wine as an investment is somewhat recession proof.
54% of working individuals invest in alternative investments like wine & whiskey these assets are not corr...
2023-04-2825 minPersonal Financial Strategy the podcast”Sustain Your Lifestyle Into the Choice Years” with Jason HamiltonToday’s guest is Jason Hamilton who is a fee-only registered investment advisor with over $40 million in AUM. The Keep It Simple Wealth Academy is a program helping 1st generation wealth builders transform their relationship with money and become robust wealth managers. Jason also heads up Family Financial Coaching at his family's nonprofit IDEAL, a community development corporation located in East Los Angeles.
Here are a few of Jason’s get wealthy hacks:
Do not ignore your background - whether or not it favors your career or occupation - it provides certain values, cultural orientation and format...
2023-04-2525 minPersonal Financial Strategy the podcast”Get in the Real Estate Game” with Pam Hill"Get in the Real Estate Game" with Pam Hill
Today’s guest is Pam Hill. She is a Harvard and Dartmouth-educated entrepreneur and CEO of a multi-million dollar real estate company, a business and money expert, a podcaster and a blogger, a former Fortune-500 executive, and the founder of My Smart Cousin.
Here are the top tips from Pam.
“My Smart Cousin” is a real estate company that was born from the desire to treat clients like family.
When buying a home, rather than trying to qualify for as much money as possible for a mort...
2023-03-1421 minPersonal Financial Strategy the podcast”Managing Life’s Risks” with Logan WeaseManaging Life's Risks with Logan Wease
Our guest today is Logan Wease, the founder of an online insurance company called “We Insure Things.” He speaks to us today about the importance of the right insurance plan at the right time.
There are two categories of insurance that Logan discusses in this episode, and we dive into both.
The first category of insurance includes types that most people know about and probably have, such as car insurance, property insurance, life insurance, final expense insurance, etc.
The second category is disability insurance, which protects your income if y...
2023-02-2423 minPersonal Financial Strategy the podcast”The Power of Self-Directed Retirement Accounts” with Daniel Blue"The Power of Self-Directed Retirement Accounts" with Daniel Blue
Our guest today is Daniel Blue, a Forbes contributor, a best-selling author, and owner of a 7-figure business called Quest Education. His company focuses on helping people learn how to make money tax-free, pay off debt, and get capital to grow their businesses.
Show Highlights:
While working in real-estate early in his career, Daniel learned about the power of self-directed retirement accounts and how they could allow people to access and direct their own funds for a variety of reasons.
Intrigued by the concept, he eventua...
2023-02-1318 minPersonal Financial Strategy the podcast”Money Mindset & Investing Perspectives” with Florian Fritz“The way you think about money determines how you behave and your behavior shapes who you are and how you interact.” — Florian Fritz
Florian is the founder of the Money Hero Academy, where he teaches how to create financial freedom by improving:
your money mindset
money management skills
money making skills
By 2008 Florian was a “financial advisor” and during the financial crisis that year, he started learning from some of the world's best financial coaches like Robert Kiyosaki and others how wealth creation really works. He tested many learnings while working with a real estate company, inc...
2022-12-0640 minPersonal Financial Strategy the podcast”A Better/Faster Way to Financial Freedom” with Chris Miles“Traditional financial advisors counsel us to plow our money into traditional investments, mutual funds, bonds, insurance, stocks, etc. I no longer take that position” — Chris Miles
Chris Miles, the Cash Flow Expert and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them TODAY! He’s an author, podcast host of the Money Ripples Podcast, has been featured in US News, CNN Money, Entrepreneurs on Fire, Bigger Pockets, and has a proven reputation with his company, Money Ripples (moneyripples.com/) getting his clients fast, financial results.
Listen in as Ch...
2022-11-1130 minPersonal Financial Strategy the podcast”Make Additional Money Painlessly!” with Gordon Stein“We're using innovative ways to do things that are cheaper than the traditional way that people may not have thought of.” — Gordon Stein
In today’s episode, we are joined by Gordon Stein. Gordon is a personal finance author, keynote speaker, and blogger at cashflowcookbook.com. Gordon, in his book, spells out certain recipes that can lead anyone to a bright financial future. Also in the book, Gordon has identified 60 different recipes for freeing up money. The key point in his book is “you can find money in your lifestyle, without making any sacrifices to your current lifestyle...
2022-10-2814 minPersonal Financial Strategy the podcast”Trading and Investment Psychology” with Louise Bedford“All traders and all investors are looking to improve themselves financially, to level up in their mindset, so that we can bring on more money and make it stick because that's the overall aim.” — Louise Bedford
In today’s episode, we welcome Louise Bedford. She is the founder of tradinggame.com, a trading company in Australia. She is a best-selling author with five books to her name, all topics on the stock market and behavioral finance. She is also a behavioral finance expert with degrees in both psychology and business.
Louise talks with me about approach...
2022-10-0423 minPersonal Financial Strategy the podcastJon Ostenson - ”Consider Franchising to Add an Income Stream to Your Financial Plan”“When you're a business owner, you're building cash flows as well as an asset in that business that you can sell as long as you run it halfway decent.” — Jon Ostenson
Jon is CEO of Franbridge Consulting and Capital, a company devoted to serving franchise opportunities, then aligning investors with top-performing opportunities leading some of those investors to be actual operators.
In this episode, Jon is going to help us look at this exciting class of investments.
Listen in!
There are 4000 different brands roughly in the US involved in franchising across a number...
2022-09-2721 minPersonal Financial Strategy the podcastLearn to Invest Like the 1% With Axel Thibon“We want to make sure that investing is more approachable and accessible for anyone with the same goal; building wealth for the future.” — Axel Thibon
In today’s episode, we welcome Axel Thibon to the podcast. Axel has founded a company called Wizest, a platform aimed at making investing accessible, transparent, engaging, and easy.
Axel received his MBA at MIT in Boston. And afterwards went into banking for a few years and now is on a journey of investing adventure.
Axel talks with me about his interesting approach to teaching investments as a solution...
2022-09-2325 minPersonal Financial Strategy the podcast”Kids and Money” With Nationally Syndicated Financial Columnist, Chuck Jaffe“The best part of teaching kids about finances has been the conversations I’ve had with them about their financial decisions.” — Chuck Jaffe
In today’s episode, we welcome Chuck Jaffe to the podcast. Chuck is the author of three books titled ‘Getting Started in Finding a Financial Advisor’, ‘The Right Way to Hire Financial Help’ and ‘Chuck Jaffe’s Lifetime Guide to Mutual Funds.’ His two books on working with financial advisors have made them a rare critical voice in financial planning. Chuck is host of Money Life, a veteran financial journalist, nationally-syndicated financial columnist, and his work appears in newsp...
2022-08-2635 minPersonal Financial Strategy the podcast”A Tax Deed Real Estate Investing Primer” with Joseph Griffin (the ’Tax Deed Wolf’)“When it comes to investing in real estate, it's not just about buying properties, but also having proper business structures.” - Joseph Griffin
In today’s episode, we welcome Joseph Griffin to the podcast. Joseph is the author of Tax Deed Investing and the owner of a business called Tax Deed Wolf Academy. Joseph teaches how to invest in real estate to generate consistent income with minimal risk.
Joseph talks about how he got into the business of tax deed investing, as well as the steps involved in executing the strategy.
Listen in!
I j...
2022-08-1225 minPersonal Financial Strategy the podcast”Building Sound Accounting Principles Into Your Life and Business” with Nissa Savage“The first step to properly setup a business is ensuring that you are legally compliant in your state, and then also finding a CPA that you can trust to ask about taxes.” - Nissa Savage
In today’s episode, we welcome Nissa Savage to the podcast. Nissa is a CPA Mom's franchise owner, and an accountant serving law firms and business owners remotely from Alaska.
Nissa talks to us about her business, the CPA moms franchise, and what entrepreneurs should focus on to ensure that their businesses run smoothly.
Listen in!
I arrive...
2022-07-2925 minPersonal Financial Strategy the podcast”2X - Five Key Life Elements” with Navy Seal Commander Thom Shea“When leaders are great human beings, so are their companies.” - Thom Shea
In today’s episode, we welcome Thom Shea to the podcast. Thom is a Retired Senior Chief Operator, Navy Seal, a best-selling author and founder of the renowned Leadership Program, Unbreakable Leadership.
Thom talks with me about the lessons he learned while serving in the U.S Navy, writing his best-selling book, and founding Unbreakable Leadership.
Listen in!
I grew up in the 70s in a small town in southern Indiana, and it was normal to fail, which I think...
2022-07-2232 minPersonal Financial Strategy the podcast“Lifeonaire – Steering Us Towards Truly Abundant and Prosperous Lives” with Jason WojoIn today’s episode, we welcome Jason Wojo to the podcast. Jason is the CEO of Lifeonaire, which is a Christian-based life and business coaching organization dedicated to helping people live truly abundant and prosperous lives.
Jason talks about his path to discovering what it meant to live a life of abundance and success. He also talks about his business and how he helps people live a free and more fulfilling life.
Listen in!
I wanted to be successful and for most of my life, I thought the only way was to have a job...
2022-07-1531 minPersonal Financial Strategy the podcast”Generational Wealth - Navigating it Well” with Rebecca Jensen‘Getting your mind right is the most important part of owning and managing wealth.’ Rebecca Jensen
In today’s episode, we welcome Rebecca Jensen to the podcast. Rebecca is a CPA at MaxQTC Incorporated, a business consulting firm focused on family office services. Rebecca has over 25 years of experience as a CPA, and specializes in helping families retain assets and grow wealth across generations. Essentially, she helps families manage their family wealth like a business.
Rebecca talks to me about her experiences and how she helps families retain assets and manage their wealth.
Listen...
2022-07-0141 minPersonal Financial Strategy the podcast”The Roth IRA Explained” with Ryan Morrissey"The real way to determine whether to place investment dollars in a Roth IRA or traditional 401K is to consider your current tax bracket vs. what you think your future (at the time you will withdraw money) tax bracket will be." - Ryan Morrissey
In today’s episode, we welcome Ryan Morrissey to the podcast. Ryan is the founder of Morrissey Wealth Management, where he partners with individuals to help them plan their retirement by reducing taxes, investing smarter, and optimizing their income.
Today, Ryan talks about the reason why he got into the investment bus...
2022-06-2415 minPersonal Financial Strategy the podcast”Building a Business and a Life That Helps” with Judd Burdon“If you're surrounded by people and systems that are draining your battery every single day, I strongly recommend that you silence those and move towards direction of charge, guidance, and positivity.” Judson Burdon
In today’s episode, we welcome Judson Burdon into the podcast. Judson is the president of Asphalt Kingdom. It's the top website for asphalt maintenance resources, equipment, and supplies for the United States and Canada. He is passionate about helping people build their own businesses and achieve the life of their dreams.
Judson talks about finding his purpose and how his company is hel...
2022-06-1732 minPersonal Financial Strategy the podcast”Your Credit Score is not just for Credit” --with Natasha Davis“We need to begin to get people more accustomed to having the patience to wait until they have the money to spend.” Natasha Davis
In today’s episode, I welcome Natasha Davis in to the podcast. Natasha is the founder and CEO of a company called Impact Branding. She's also an author of several books including ‘Get Grounded, Stay Grounded,’ ‘Unleash Your Millionaire Mindset’ and ‘Build Your Brand,’ among others.
In today’s episode, Natasha talks about her journey to financial recovery, and why it is important to not only understand how money works, but also to respect it as...
2022-06-1328 minPersonal Financial Strategy the podcastRetiring well & early (if that is your desire) with Larissa Steffan“You want to make sure that if something were to happen to you, your loved ones will be protected and taken care of.” Larissa Steffan
In today’s episode, I welcome Larissa Steffan. Larissa helps young professionals to eliminate debt, build wealth and retire early.
Larissa talks about the investment options that are available and ideal for her clients as they work towards financial security.
Listen in!
I started out my adult journey in the San Francisco Bay Area, which is one of the most expensive places to live in.
It became too mu...
2022-06-0319 minPersonal Financial Strategy the podcastDiscipline Equals Freedom with Joe Templin“It is that drive for personal excellence, that actually helps you create a life of fulfillment, which ultimately ends up being longer, stronger, and more fulfilling.” Joe Templin
In today’s episode, I welcome Joe Templin in to the podcast. Joe is an author of a book called ‘Everyday Excellence: A daily guide to growing.’ Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joe Templin has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor and creator.
In to...
2022-05-2031 minPersonal Financial Strategy the podcastYour credit score is starting to play a larger role in your financial life“If you look at your credit report as a lender would, you will understand why you need to have good credit score.” Nathalie Noisette
In today’s episode, we welcome Nathalie Noisette. Natalie is a credit expert and financial strategist, dedicated to providing information for individuals looking to improve their score. She is also the author of a book titled, ‘Converted: Uncover The Hidden Strategies You Need To Easily Achieve Massive Credit Score Success.’
Today Nathalie talks about the relationship between trust and credit, as well as the importance of building a positive credit score.
List...
2022-05-1331 minPersonal Financial Strategy the podcast”Your investments can make a difference in the world” - with Dionne Payn“Triple bottom line is investing in a way that you do get profit, but you also look after people and you look after the planet as well.” Dionne Payne
In today’s episode, we welcome Dionne Payn to the podcast. Dionne is an author, as well as a speaker. She speaks on the topics of ethical property investing, affordable housing, and ending homelessness. She is the CEO and founder of high impact property investments, where they specialize in connecting investors with double digit returns and projects that provide affordable homes, build communities and provide inclusive homes for people...
2022-04-0824 minPersonal Financial Strategy the podcastAttention Entrepreneurs: Payroll and Taxes with Charles Read“Anytime you get a letter from the IRS, answer it, and if you don't understand what they're saying, ask for clarification.” Charles Read
In today’s episode, we welcome Charles Read to the podcast. He is the author of three books including Starting a New Business, Small Business Short Course, and the Little Black Book of The Beauty Biz. Charles has also written numerous articles and blogs throughout the years. He is a licensed CPA, and he has held Series 7 in Series 66 securities licenses. Charles has 50 years of financial leadership and experience.
Today Charles talks to me a...
2022-04-0129 minPersonal Financial Strategy the podcastBuilding Wealth - Pure and Simple Strategies with Howard Dekkers“The number one thing that I recommend to anybody who wants to own a business is to just start and then follow the path.” Howard Dekkers
Today, we welcome Howard Dekkers to the Podcast. Howard is a financial and life coach, and he teaches people how to become financially free with a normal job. Coming from an average lower middle-class family in Detroit, Howard worked hard to become a self-made millionaire, and now, his passion is to help others achieve their part of the American dream.
After a successful run in the business world, Howard arri...
2022-03-1835 minPersonal Financial Strategy the podcast”Working out of Authenticity” - with Bernadette Boas“A life coach is not necessarily a business coach, but business coaches absolutely need to have the life coaching aspect.” Bernadette Boas
Our guest in today’s episode is Bernadette Boas. Bernadette is the author of a book called, ‘Shedding the Corporate Bitch Shifting: Your Bitches to Riches in Life and Business. She's also the founder and president of Ball of Fire Inc which is home to both Ball of Fire Coaching‒ a coaching, training and speaking practice; and Ball of Fire Media‒ a media communication and publishing firm. Both firms are dedicated to helping individuals optimize their person...
2022-03-1133 minPersonal Financial Strategy the podcast”Everyone has Goals, do you have targets?” with Janine Bolon“When you have a vision board, and when you have targets that you've set for yourself, you and your partner are unstoppable.” Janine Bolon
Today we welcome Janine Bolon to the podcast. Janine has written 11 books and currently teaches 15 online courses. She is also a veteran podcast host and her podcast is aptly titled, ‘The Janine Bolon Show’. She mainly talks about money, solo partnership, writing and authorship and how to hold on to your sanity.
In today’s episode, Janine discusses her journey that saw her get into teaching people about personal finance. She also talks...
2022-03-0431 minPersonal Financial Strategy the podcastThree Fundamental Principles of Personal Finance - Alan Lazaros“Learning how to earn more money, learning how to spend less money and learning how to invest money intelligently” -Alan Lazaros
Today we welcome a special guest to the podcast, Alan Lazarus. Alan is the founder and co-host of Next Level University, which is a global, top 100 self-improvement podcast, and they're now approaching 900 episodes. They reach over half a million people in more than 120 countries.
Allen holds a Bachelor of Science in Computer Engineering and a Masters in Business Administration. He's a professional speaker and business coach and consultant specialized in helping businesses maximize their grow...
2022-02-2537 minPersonal Financial Strategy the podcastEver wonder how businesses are $valued$? Listen to Bharat Kanodia tell it like it“Nobody wants to buy an entrepreneur; they want to buy the castle the entrepreneur has built.” Bharat Kanodia
Our guest today is Mr. Bharat Kanodia. Bharat has a has a very rich background in the financial world. He values businesses which is a very useful tool in the world of mergers and acquisitions, as well as just general business finance. He has valued over 2000 businesses ranging from real estate, to governmental infrastructure. Some of the unique things he has appraised are things like the Golden Gate Bridge, the Brooklyn Bridge, the Mirage Casino in Las Vegas, and Yaho...
2022-02-1021 minPersonal Financial Strategy the podcast”Dexter B. Jenkins on the importance of having a personal financial plan”“Now is a great time for people to really take an inventory of what they want their life to look like, and then also begin to look at what avenues they can explore to help them to get there.” Dexter Jenkins
Our guest today is Mr. Dexter B. Jenkins. Dexter is an author of a book called ‘The Three Ships of Wealth Building. He is also the host of a podcast called Wealthy Conversations. Dexter is known for his personal approach to financial coaching, which he has labeled ‘Easy to Implement Wealth Building Strategies, God's Way’. He is now the...
2022-01-2632 minPersonal Financial Strategy the podcastLeon Tompkins - Timing Markets and other Trading Hacks“There is never more money made than just sitting tight with good positions.” Leon Tompkins
Leon Tompkins is the founder of the Tides Group, a registered investment advisor in the state of California. Leon has years of experience managing investments having worked for multiple organizations and clients among them being World Vison International. He currently lives and works in La Jolla, California.
In today’s episode, Leon will talk about his experience that led him to trading and managing clients’ investments. He will also be giving tips and insights on how best people can engage with the...
2022-01-0524 minPersonal Financial Strategy the podcastChris Miles - The Anti-Financial Advisor“Go away from the traditional stuff and start to do things to actually generate passive income now.” Chris Miles
Today we welcome a special guest to the podcast, Mr. Chris miles. Chris has a very rich background in personal finance. He's an author and the host of a podcast called The Chris miles money show. Chris has spent many years serving clients as a classically trained financial planner and investment advisor. Now Chris is the CEO of his own financial consulting firm, Money Ripples.
In today’s episode, Chris will talk about his transition from being...
2022-01-0341 minPersonal Financial Strategy the podcastAmy McLaren - Operating from Your Passion“Until you actually take action and move forward on something, you don't know what can happen.” Amy McLaren
Our guest today is Amy McLaren. She's the author of a book, “Passion to Purpose: Seven Step Journey to Shed Self Doubt, Find Inspiration and Change Your Life and the World for the Better.” Amy hit a crossroad a few years ago, where she found herself in that thinking spot that many of the people involved in the great resignation are now sitting, but she did something about it.
In today’s episode, Amy will talk about her experie...
2022-01-0334 minPersonal Financial Strategy the podcastRobert Miller - Turning your dream into a Success“It is the act of trying, that gives you that inner satisfaction and happiness.” Robert Miller
Today, we're going to be talking with Robert Miller, host of the follow your dream podcast, where he interviews lots of dream followers, some who have taken the leap to pursue their passions and dreams.
In this episode, Robert will be sharing with you his own pursuit and passion story and his motivation to venture into what he does today.
Listen in!
I started out with a dream when I was young, which was a music drea...
2021-12-0224 minPersonal Financial Strategy the podcastJon Ostenson - Residual income from Non-Food Franchising“When you're a business owner, you're building cash flows as well as an asset in that business that you can sell as long as you run it halfway decent.” Jon Ostenson
John is CEO of Framebridge consulting in Capital, a company devoted to serving franchise opportunities, then aligning investors with top performing opportunities leading some of those investors to be actual operators.
In this episode, Jon is going to help us look at this exciting class of investments.
Listen in!
There's 4000 different brands roughly in the US involved in franchising across a numb...
2021-12-0121 minPersonal Financial Strategy the podcastHow much to spend on your home - Tony KingWelcome to personal financial strategy the podcast; a podcast wholly devoted to you and your money bringing expertise to bear on how you earn, invest and spend your hard earned cash.
I am your host,... Tony King,... and Today I would like to spend a few minutes chatting with listeners who are about to buy their first home or about to “upgrade” their home.
Let me start by stating “there has never been a better time to leverage a real estate purchase than today”
Cost of Money =Low
No crystal ball,.. But I can no...
2021-11-2306 minPersonal Financial Strategy the podcastKrisstina Wise on Financial ”Wellness”“When one’s life is value based, it's just setting intentions and being guided by your sense of values.” Krisstina Wise
Krisstina Wise is a real estate investor extraordinaire. She has created three businesses during her career including Good Life Luxury, The Paperless Agent, and currently the most active is a new concept called WealthyWellthy.
In today’s episode, Krisstina talks about her journey into financial wellness and why building a healthy relationship with money is key to understanding the concept of wealth and financial wellness. She is coming to us out of Park City, Utah tod...
2021-11-1948 minPersonal Financial Strategy the podcastThe Trusted Advisor - Tony KingWelcome to personal financial strategy the podcast, a podcast wholly devoted to you and your money bringing expertise to bear on how you earn, invest and spend your hard earned cash.
I am your host,... Tony King,... and Today I would like to spend a few minutes discussing why it is important to have a “trusted advisor” (or two or three) and pull together your own financial strategy team.
In conversation, when appropriate, I like to ask people the question: How did you learn personal financial management?
#1 answer,...I DIDN’T ! … I’m winging it !
2021-10-2608 minPersonal Financial Strategy the podcastBANKING STRUCTURE - Tony KingWelcome to personal financial strategy,..... the podcast
a podcast wholly devoted to you and your money bringing expertise to bear on how you earn, invest, and spend your hard-earned cash.
A brief review for strategists just joining us, ….
In episode one we defined a personal financial strategy in episode 2 we discuss an essential tool called the cash flow map.
In episode three we talked about how the cash flow map is used to determine a cash flow plan.
The tools we are handing out here, build one upon the other...
2021-09-1711 minPersonal Financial Strategy the podcastTHE CASH FLOW PLAN - Tony KingWelcome to personal financial strategy….. the podcast
a podcast wholly devoted to you and your money
bringing expertise to bear on how you:
earn
invest
spend your hard earned cash
Hopefully you have visited our webpage at www.personalfinancialstrategy.com and you have picked up your free cash flow mapping tool…if so,.. You will find today's episode especially gratifying!
To review, in our last episode,. I laid out the five categories needed for a comprehensive cash flow plan they are:
Again visualizing spreadsheet with five columns from left to right...
2021-09-0909 minPersonal Financial Strategy the podcastTHE CASH FLOW MAP - Tony KingWelcome to personal financial strategy….. the podcast. A podcast wholly devoted to you and your money bringing expertise to bear on how you:
earn
invest
spend your hard-earned cash
Let's start with the definition of the cash flow map - It is a Monthly view of all Income and all Expenses
Sounds simple,.. And it is,.. But obtaining accurate data to post in the CF Map can be a bit tricky and it requires time and effort to produce a CF Map with long term value.
The cash flow map is the cornerstone report...
2021-09-0708 minPersonal Financial Strategy the podcastPersonal Financial Strategy - Tony KingWelcome to personal financial strategy the podcast a podcast wholly devoted to you and your money bringing expertise to bear on how you earn, invest and spend your hard earned cash.
Today we will be covering the baseline:
what is a personal financial strategy? and why do I need one? let's get to defining a personal financial strategy.
First of all,..it’s a mouthful,...isn’t it,... PERSONAL FINANCIAL STRATEGY is a system.
One that is organizes everything you own everything you owe and all of your transactions/spending.
Then tra...
2021-09-0308 min2021-08-2303 min