A financial podcast covering an array of personal finance, investing and life topics. We discuss the fundamentals of wealth, health and happiness.
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Plain Wealth Podcasts
Stoner Story Witch weaves together healing from the colonial mind, liberation and embodied social justice, & the responsibility of white wealth, through an animistic worldview, attachment focus, and collapse-aware lens. Former evangelical Christian→ atheist skeptical Science teacher → Stoner Story Witch explores popular stories to illuminate the trail of breadcrumbs hiding in plain sight once we stop consuming stories as“content” and instead communing with stories as “cracks in the walls” of ...
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As much as 84 Trillion dollars worth of US assets - wealth - will transfer to younger generations over the next 20 years, but the received value of those assets may be significantly less. Whether its taxes, poor management, or just plain moth and rust, estate values are affected by unforeseen threats. On the wealth transfer podcast, we examine and breakdown the best strategies for leaving a financial legacy to the next generation. We look at accessible strategies for the every day man and ad ...
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The Plain English Finance podcast is hosted by Tré Bynoe CFP® CIM®, a financial planner with TCU Wealth Management and Aviso Wealth. While Tré specializes in working with families with more complicated finances, typically involving corporations and trusts, this podcast is for anyone wanting to learn how to make high-quality decisions based on evidence, to give themselves the highest likelihood of financial success. You should always consult with your financial, legal, and tax advisors before ...
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Come take a journey with us as we explore topics and concepts from the obscure to those hiding in plain sight, so obvious that you wonder how you missed the low lying fruit. Financial planner and host Andy Keeler and his team, thought leaders, and guests discuss everything from maximizing your money and lowering taxes to how to gain the upper hand in an auction and the math behind online gambling. We discuss wealth building strategies and wander into deeper aspects of the human mind that can ...
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The YIN & YANG are both always present
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Listen to hear Jonny break down the tips, tricks, and strategies he uses to help clients retire early. This is the "easy button" when it comes to early retirement because everything you want and need to know is right here. Jonny will lay it all out in plain English so you can get the details on the actions you can do to put yourself on the best path to early retirement. He'll also interview top real estate, tax, and estate planning and other professionals to provide a comprehensive approach ...
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In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, ...
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In a world where businesses and individuals leave billions of dollars unclaimed, hidden in plain sight, The Claim Hunters takes you behind the scenes with the experts who recover what others overlook. From uncovering unclaimed property to investigating complex fraud schemes, we’ll dive into real stories of high-stakes financial recoveries, the tools used by industry-leading professionals, and the strategies that help businesses and individuals recover lost assets. Whether it’s insurance clai ...
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The Tax Compass Podcast helps globally mobile individuals, expats, and internationally connected professionals navigate the complexities of the UK tax system with clarity, honesty, and real-world insight. Hosted by tax advisers Simon Roue and Dr. Laura Sant from LSR Partners, each episode dives into the issues that matter most if you’re living, investing, or working across borders. You’ll get plain-English explanations, practical tips, and expert analysis on topics like: UK tax residency and ...
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This is a place for people who have escaped corporate to do their own thing, where we'll talk marketing, videos, social media, business, and chat with other business owners about their journeys. It's a bit random, sometimes super practical, sometimes plain old entertainment.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Join Dan Denning, Nick O’Connor and guests from around the world for a whistle stop tour of the most important financial and geopolitical stories of the week. Expect plain talking analysis of the stock and bond market, interest rates, commodities, small shares and trading.
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Hi, I’m Stephanie HerMoneyCoach, welcome to Her Money Mindset Show! If you’re dealing with money setbacks like divorce, job loss, or a failed business, this is the place for you. We focus on improving your money mindset, discovering strengths in setbacks, and bouncing back quicker. I'm a tech leader at a Fortune 500 company, a small business owner, and a real estate investor, experiencing ups and downs like a dramatic divorce and a failed franchise business. Trust me, I understand the challe ...
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A podcast that is just plain right for anyone looking to get on top of their financial life and future; Multifamily real estate with host Jeff Taylor, on the basics of multifamily investing process, but more so a simple action-step guide on how to create income on a passive level as well as sustained wealth. Whether you are a newcomer to investing or just curious about how multifamily properties can lead you to financial freedom, this show has relatable advice, expert insights, and a lot of ...
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From Oakland to Toronto, Liberated Land Trusts explores community empowerment, cultural preservation, and economic resilience through Community Land Trusts (CLTs) in Canada and the USA. Leaders from four emerging B3 (Black-led, Black-serving, Black-focused) CLTs in Canada share insights from their Liberated Land Trust Tour visiting CLTs in California, Minnesota, and Georgia. Join us for this 5-part series as we uncover opportunities, challenges, and successes that pave the way for a more equ ...
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Did you ever wish that you had a physician revenue cycle expert and mentor with over 20 years of experience whispering success secrets in your ear? That’s exactly what you will get when you tune into For the Love of Revenue Cycle hosted by me, Vanessa Moldovan. My career and my life have brought me a wealth of knowledge and I can’t wait to share with you. My passion is to help others in the industry to reach their full potential and find success in the wonderful, crazy world of physician rev ...
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Welcome to "Path To Passive: Real Estate Investing for Tech Professionals," the podcast that helps tech-savvy individuals secure their financial future through real estate. In the fast-paced world of technology, it's easy to overlook the power of real estate as a source of passive income. This podcast is here to change that. In each episode, we'll break down real estate investment strategies in plain language, tailored to tech professionals like you. We'll cover topics like how to use your t ...
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Turning down the noise of what we are hearing in the news cycle, social media, and the discourse to get to the information on culture, politics, and the issues of the day we need to properly discern the times we live in. Hosted by Andrew Donaldson
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Journalists Carole Cadwalladr and Peter Jukes – with the help of Conservative party whistleblower Sergei Cristo – expose an alleged secret spy ring operating at the very heart of the British political system. This is the untold story of the most audacious Russian influence operation in British history. It involves honey traps, Russian agents and information warfare. Russian wealth and glamour collide with a wild west of new digital landscapes. And as Sergei tries and fails to raise the alarm ...
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Join us each week as Anthony Vicino and Dan Krueger of Invictus Capital take the complexity out of multifamily investing so you can start taking action today.Every episode of Multifamily Investing Made Simple is designed to provide passive and active investors alike with the knowledge, confidence, and competence to get out there, make deals, and achieve financial freedom through the powerful investment vehicle of multifamily real estate.Whether we're breaking down seemingly complex real esta ...
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Let’s be real - most personal finance content is either out of touch or just plain boring. You don’t need advice from someone on a £300k salary telling you to "just stop buying coffee." You need real stories from real people who’ve turned their financial situation around - and that’s exactly what this podcast is about. I paid off £11,000 of debt in 10 months, started investing, and took control of my money. Now, I’m bringing you the stories of others who’ve done the same - whether they’re cl ...
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The First Time Homebuyer Podcast 🎙 Your Ultimate Guide to Buying Your First Home with Confidence! Are you tired of renting and ready to build wealth through homeownership? You’re in the right place! The First Time Homebuyer Podcast is your no-fluff, step-by-step guide to buying your first home without the confusion, overwhelm, or costly mistakes. Hosted by real estate pro Jerard Gibson and powered by The Gibson Team at Coldwell Banker, this podcast breaks down the home buying process in plai ...
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Investing Made Simple for European Women: Personal Finance, Money Mindset & Financial Literacy For Your Freedom
Francesca Torre (Centsational Women CEO and Founder). Inspired by voices like Oprah Winfrey, Martin Lewis, Ramit Sethi, Mel Robbins, Warren Buffett, Ray Dalio, Charlie Munger, Bill Ackman, Ray Dalio, Benjamin Graham, Peter Lynch, Brené Brown, Morgan House
Investing is only for rich men in suits… right? LOL. Nope. Not here. Welcome to Investing Made Simple for European Women — the money podcast for women who want to invest but have no idea where to start. Whether you’re in the EU, the UK, Switzerland, or anywhere else on the continent. We also welcome expats and Americans navigating money matters abroad. Learn to invest with confidence, wherever you call home. Whether you: ✨ Don’t know what a portfolio is ✨ Feel intimidated by the word “invest ...
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As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how y ...
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Welcome to 'Hiring Matters,' the podcast where Hiring and Human Resources transform from a tactical process into a collaborative art form! Join Ken, a seasoned expert with nearly three decades in executive recruiting, and his executive guests as they unveil the secrets of Recruiting, Retention, and Real HR Strategies, sharing their ‘secret sauce’ for building and retaining top-performing teams. They’ll dissect the art and science of building exceptional teams, retaining top talent, and imple ...
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Welcome to the "Fidinam Podcast", your gateway to the vibrant world of business and investment opportunities worldwide. Fidinam is a private consulting firm founded in 1960 in Lugano, Switzerland, that provides tax, business, real estate and digital consulting services to companies, entrepreneurs and individuals. We are dedicated to helping businesses navigate the landscape of different jurisdictions. Throughout our podcast, we'll explore the appeal of countries like Vietnam, China and many ...
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Ep. 8 | High-Income Budgeting: How $200K+ Earners Can Start Building Wealth
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46:37Send us a text Are you earning over $200,000 but still feeling like your money disappears too fast? In this episode, we dig into budgeting for high-income earners and why earning more doesn’t always mean building wealth. We explore key behavioural differences between natural savers and spenders — and the blind spots both groups have when it comes t…
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Send us a text Ever wonder how investments actually make money? In this episode of the Smart Tech Investor mini series, Steven keeps it simple and walks you through real examples—from apartments and self-storage to retail spaces, warehouses, land development, and more. If you’re in tech or just starting to explore investing, this one’s for you. Ste…
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Ep. 9 | Tax-Efficient Debt: How the Right Structure Can Save You Thousands
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26:32Send us a text Most Canadians treat debt as a burden and taxes as a given. But what if you could flip that thinking and turn your debt into a tax advantage? In this episode, Tré breaks down how to structure debt so the interest becomes tax-deductible. He outlines strategies that can save you tens of thousands over time, especially if you’re a busin…
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GOP Congress Taps Out, Epstein Files, Redistricting, Midterms, JD Vance, & RIP Ozzy w/Eric Garcia
1:24:09
1:24:09
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1:24:09On this episode of Heard Tell, host Andrew talks with our friend and congressional reporter Eric Garcia who takes us beyond the headlines and inside the halls of Congress. Eric breaks down what Speaker Johnson shutting down the House for August recess really means, how much the "Epstein Files" is really affecting Washington, and how passing the One…
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Retirement's Big Shift: How the Rules Change After $1 Million
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34:28What if everything you've learned about money completely changes once you cross the $1 million mark? Many people think a healthy 7-figure nest egg means the hardest part is done, but ironically, that's when the biggest financial challenges start. Today, Nick Maggiulli returns to share his latest retirement research, which inspired his new book, "Th…
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122. Why You Still Feel Broke — Even With a Full Bank Account: Passive income, Financial freedom, Investing
6:44
6:44
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6:44Why do you still feel broke... even with money in your account? If you’ve ever hesitated to open your banking app like it’s a haunted house or claimed you're “broke” while sipping a €6 iced latte you’re not alone — and you're definitely not crazy. Let’s talk about the real reason you’re stuck in scarcity mode. In this episode, you’ll learn: The psy…
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Ep29: 🌑♌️Witnessing the Stories Empire Tries to Hide: {Say Nothing} Northern Ireland w/Jamie
1:56:17
1:56:17
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1:56:17(This episode is based off the FX show “Say Nothing” that came out in 2024, based on the non-fiction book of the same name.) What is it that makes stories of revolution (Les Mis, Hadestown, etc) so irresistible? How is it possible that our suburban public school education in the 90s in the USA did not properly educate us on the realities of oppress…
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46 - Unpacking the Complexities of Bad Faith Claims: What You Need to Know with Erin Erickson and Paul Tranel
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15:43
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15:43Your host, Chris Tidball, talks with the Managing Partners and Shareholder at Bohyer, Erickson, Beaudette & Tranel, Erin Erickson and Paul Tranel. Erin and Paul highlight recent legal trends, legislative changes, and the impact of new residents on jury verdicts. They also cover the firm’s national recognition, the advanced pay rule, and the effects…
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International Heirs, Divorce, & Death: Real-World Financial Planning | Adam Keller, CFP®
38:35
38:35
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38:35What happens when your heirs live abroad? Or when a death or divorce turns your financial world upside down? In this episode, Matt Templeton sits down with Adam Keller, a Certified Financial Planner™ and founding partner of Three Oaks Advisory Group, to explore how strategic financial planning can transform wealth building, retirement preparation, …
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121. Confused by ETFs? Here’s What They ACTUALLY Are & Why it’s one of the most beginner-friendly tools in investing: Passive income, Financial freedom, Investing
6:31
6:31
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6:31ETF. Three letters. One big mental block. If you’ve ever read an article that said “just buy an ETF” and thought, “Cool. What the hell is that?” — this episode is for you. We’re breaking down: What an ETF actually is (salad bar analogy included 🥗) Why it’s one of the most beginner-friendly tools in investing Whether you can lose all your money when…
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#97 - What Luxury Real Estate Really Means and How to Sell Your Home for More with Debbi DiMaggio
1:06:33
1:06:33
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1:06:33Send us a text Is luxury real estate really just about the price? In this episode, Steven Arita sits down with Debbi DiMaggio, real estate veteran, coach, and author, to unpack what truly defines luxury in today’s market. With over 35 years of experience in the Bay Area, Debbi shares how service, presentation, and emotional connection matter far mo…
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3 Overlooked Threats to a Fulfilling Retirement
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13:13A recent study reported that 76% of retirees regret not saving more money. But after working with hundreds of successful retirees and analyzing thousands of survey responses, I've discovered something interesting: Their deepest regrets actually have little to do with financial shortfalls. Instead, they revolve around critical aspects of financial p…
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120. The REAL Reason You're Avoiding Looking At Your Bank Balance & How To Finally Regain Calm & ENJOY Spending Again: Passive income, Financial freedom, Investing
8:37
8:37
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8:37What if opening your bank app didn’t trigger anxiety? If the thought of checking your balance makes your chest tighten or you’ve ever avoided your finances out of fear — you’re not alone. But this isn’t about laziness or irresponsibility. It’s about how your nervous system was wired — and how to start healing. In this episode, you’ll learn: Why you…
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45 - From Legal Briefs to Insurance Claims: A Journey of Unexpected Twists with Golden Bear Insurance Company's Alexandra Santo
7:56
7:56
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7:56Your host, Chris Tidball, talks with the Claims Consultant of Golden Bear Insurance Company, Alexandra Santo. Alexandra discusses her transition from practicing law to working in insurance, highlighting the variety and flexibility of her current role. She shares insights into handling general liability, cannabis, and legal malpractice claims, inclu…
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Send us a text What Really Drove Market Gains in Q2? (Hint: It's Not What You Think) Markets bounced back in Q2—but it’s not all good news. In this bonus quarterly review episode, Tre breaks down what’s behind the recent returns and why short-term market moves can be misleading. You’ll learn what drove gains (like multiple expansion and currency), …
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Demystifying Advisor Fees: What You're Really Paying For
22:57
22:57
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22:57When was the last time you calculated exactly what you're paying for financial advice? More importantly, do you know what services you should be receiving for those fees? In this eye-opening exploration of advisor compensation, we pull back the curtain on an industry where costs are often obscured and services vary dramatically. Most registered inv…
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🎙️ Episode 90 — The Case for Concern: Understanding and Responding to the U.S. Debt Crisis Welcome to episode 90 of the One for the Money podcast! In this important installment, we flip the script from optimism to realism. While there’s much to be hopeful about, it’s equally vital to acknowledge the financial risks facing our country—particularly t…
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119. What Bonds ACTUALLY Are — And How They Help You Make Money (Without the Drama): Passive income, Financial freedom, Investing
7:44
7:44
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7:44If the word “bond” makes your brain fog up instantly, you’re not alone. But here’s the truth: if you’re investing (or planning to), you need to understand how bonds work—because they’re one of the core building blocks of a well-balanced portfolio. And no—this isn’t a dry finance lecture. This is the bond episode that finally makes sense. You’ll lea…
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#96 - How Bitcoin Mining Became a Powerful Passive Income Strategy with Beau Turner
1:09:38
1:09:38
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1:09:38Send us a text What if instead of buying more stocks or another rental, you could earn passive income from a machine that mines Bitcoin while you sleep? In this episode, Steven Arita chats with Beau Turner, founder of Abundant Mines, about how he went from real estate investing to running a full-time Bitcoin mining business after learning some hard…
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Send us a text Most people think of money as cash in the bank. But in this episode, Tre unpacks a bolder truth: money is just a middleman for value. Joined by his wife Sierra, Tre explains why viewing money as value—rather than currency—can change how you spend, save, and invest. This isn’t your usual budgeting talk. It’s a direct conversation abou…
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5 Ways the 'One Big Beautiful Bill' Impacts Your Retirement
19:42
19:42
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19:42Wondering how the new 'One Big Beautiful Bill Act' affects you and your retirement plan? Don't want to read 870 pages of Congressional jargon? I've got you covered! In this episode, I'm breaking it all down and sharing the 5 biggest things retirement savers need to know. I'm also addressing several broader provisions in the bill and clarifying some…
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Gifting Property, Money & Shares: What the UK Tax System Actually Says
18:34
18:34
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18:34Gifts can be a useful tax planning tool, but they can also come with unexpected tax bills if you don’t understand the rules. In this episode of The Tax Compass Podcast, Simon and Laura dig into the tax implications of gifting assets in the UK, from property to shares to money. You’ll learn: What taxes apply when gifting property: CGT, SDLT, and IHT…
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118. Terrified to Invest? Same. Here’s the Real Reason You’re More Prepared Than You Realize: Passive income, Financial freedom, Investing
7:22
7:22
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7:22Do you keep saying: 👉 “I’ll start when I understand more.” 👉 “It’s probably too late for me.” 👉 “I’m just not a finance person.” Let’s stop right there. Because what if the fear you feel isn’t a weakness… but a sign of how seriously you’re taking your future? In this quick, no-shame episode, you’ll learn: 💛 Why feeling scared to invest is normal — …
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Ep28: 🌕♑️ Perimenopause & Palestine: Practicing Co-Holding on the Journey of Jewish Eldership w/ Anna
1:15:07
1:15:07
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1:15:07(This episode is offered as a collective imagining and embodiment of better stories we can look to for guidance towards liberation) How can we collectively pivot away from stories that demand converting or disposal rather than co-holding in community? In what ways can wounds and embodied practices be portals offering ancestral healing? How can a pr…
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44 - Building Codes and Catastrophes: What Every Homeowner Should Know with Markel Group's Phyllis Modlin
9:12
9:12
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9:12Your host, Chris Tidball, talks with the Director and Sr. Counsel of Markel Group, Phyllis Modlin. Phyllis discusses the intricacies of construction defect litigation, common property damage issues, and the insurance industry's evolving responses. Phyllis highlights the rise in construction defect claims, the importance of adhering to building code…
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Elder Abuse, Inheritance Battles, and Estate Wars: A Litigator’s View | David Johnson
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43:57
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43:57What happens when siblings feud over millions… or 120,000 acres of ranch land… or who controls the family business? In this episode, host Matt Templeton sits down with David Johnson, fiduciary litigator and author of FiduciaryLitigator.com. As a partner at Winstead PC, David handles some of Texas’ most complex disputes over trusts, estates, family …
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117. Thinking of Buying a Stock? STOP — Do This First to Avoid Beginner Mistakes Passive Income, Financial Freedom, Investing
8:54
8:54
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8:54Ever thought, “Maybe I should invest…” — and then immediately panicked, Googled random stocks, or copied your friend’s portfolio? Pause right there. Before you buy anything, this episode is your step-by-step foundation. You’ll learn: How to understand your risk tolerance in under 30 seconds — no quizzes, no math Why copying someone else’s portfolio…
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#95 - Real Talk on Wealth, Purpose, and Starting Over with Damion Lupo
53:53
53:53
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53:53Send us a text What does it really take to go from feeling lost with money to finally being in control? In this episode, Steven chats with Damion Lupo as he opens up about starting his first business at age 11, losing millions during the 2008 crash, and how those tough lessons shaped the mission he’s on today. He shares why most people stay stuck, …
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Ep. 6 | Why You Should Track Your Net Worth
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19:49
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19:49Send us a text Ever wondered why tracking your net worth is essential for your financial health? In this episode, we break down exactly what net worth means, clearly defining your assets and liabilities. We'll explore practical reasons why regularly monitoring your net worth can significantly enhance your financial decision-making, confidence, and …
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116. Wait… What Is Investing? The Beginner’s Guide You Wish School Had Taught You: Passive Income, Financial Freedom, Investing
9:20
9:20
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9:20Feel like you “should” be investing but secretly have no idea what that means? You are so not alone—and this episode is your judgment-free, finance-bro-free zone to finally get clear on the basics. We’ll unpack: What investing actually means (in plain, human words) The different types of investing and how to choose the right one And how to start—ev…
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43 - Fighting Back Against Fraud: Strategies for Insurers and Consumers Alike with Metro Claims & Risk Mgmt's Dwight Geddes
15:04
15:04
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15:04Your host, Chris Tidball, talks with the Owner of Metro Claims & Risk Mgmt, Dwight Geddes. Dwight shares his unconventional entry into the claims industry and discusses the rampant issue of insurance fraud in New York, highlighting the involvement of organized crime, such as the Russian mafia. He explains the challenges of prosecuting fraud and the…
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Why Smart People Make Dumb Bets: The Science Behind Gambling (Re-release)
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34:59Why would supposedly rational people bid $28 for a $20 bill? What makes gambling so irresistibly attractive despite overwhelming odds against winning? Dr. William Resch pulls back the curtain on the powerful psychological forces that drive our betting behaviors in this eye-opening conversation with Andy. Step into the carefully engineered world of …
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🎙️ Episode 89 – The Case for Optimism 2025 Welcome to the 4th annual "Case for Optimism" episode! In the midst of global challenges—from ongoing wars to economic uncertainty—this episode highlights why we still have so many reasons to be hopeful. Each year, I dedicate one episode to stepping back, taking a broader perspective, and focusing on the p…
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115. How to understand what the hell private equity is, and why it's SO IMPORTANT for beginners: Passive Income, Financial Freedom, Investing
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8:05
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8:05Think private equity is only for billionaires in grey suits? Think again. In today’s Finance Monday episode, we’re tackling a question that way too many beginner investors never ask—because no one told them they could: Can you, a regular person, invest in private equity? Here’s what you’ll learn: - what private equity is - why you need to use it in…
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#94 - From Fortune 500 to Real Estate Freedom with Niyi Adewole
50:48
50:48
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50:48Send us a text Thinking about getting into real estate but not sure if you need a license, or if you should even invest outside your city? In this episode, Steven chats with Niyi Adewole, a former healthcare executive who left the corporate world to build his dream life through real estate. Niyi shares how he got started with a simple house hack in…
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Ep. 5 | Why ‘Low-Risk’ Investments Can Be Your Biggest Risk
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26:08Send us a text Most people misunderstand risk — and it's costing them. In this episode, Tre breaks down how the financial industry defines risk (hint: it’s mostly about volatility) and why that approach often leads investors astray. He explains the many types of risk that matter more than short-term market swings, and how to manage them with eviden…
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How to Retire at 62 (Even If You Feel "Behind")
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15:44
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15:44Think you need millions of dollars to retire comfortably? Think again. Most people believe they're "behind" on retirement savings because they're measuring against arbitrary benchmarks that don't reflect their unique situation. But what if retiring at 62 is actually more achievable than you've been led to believe? In this episode, I'm sharing: ► Wh…
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114. How To Ask For More & Get The Raise You Deserve WITHOUT Feeling Guilty: Passive Income, Financial Freedom, Investing
10:56
10:56
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10:56What if saying just one sentence could be worth €10,000 more this year? In today’s mindset episode, we’re diving into one of the most overlooked wealth-building tools—salary negotiation—and how to use it without guilt, overthinking, or needing to act like someone you’re not. You’ll learn: How to stop undercharging or staying silent—and ask for more…
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42 - The Human Factor: How Employee Mistakes Lead to Cyber Incidents with Gallagher Bassett's Christa Johnson
14:26
14:26
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14:26Your host, Chris Tidball, talks with the Team Lead of Gallagher Bassett, Christa Johnson. Christa discusses the rising threat of cyber attacks, including ransomware and business email compromises. Christa explains her team's role in managing these claims and highlights the financial and operational impacts of such incidents. The episode emphasizes …
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$300K Mistakes & Step-Up Secrets: What CPAs Know About Wealth Transfer | Nancy Phillips, CPA
45:17
45:17
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45:17How do you protect your wealth—and your family—from unnecessary taxes, infighting, or outright disaster? In this episode, host Matt Templeton sits down with veteran CPA Nancy K. Phillips, who brings more than 35 years of experience in estate tax, trusts, and inheritance planning. Nancy has helped families untangle multi-generational estates, testif…
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S4E1: 🌑♋️Reality TV & Secure Attachment in {Love Island} w/ Jamie and Jason
1:58:21
1:58:21
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1:58:21(This episode was recorded before 2025’s “Summer of Love” & only contains spoilers for old seasons of #LoveIslandUK and #LoveIslandUSA) How do humans biologically build attachment? How do popular reality shows (ab)use mammalian attachment to create dramatic moments for entertainment? What happens to our nervous systems as viewers when we watch? Wha…
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113. The Billion-Dollar Investing Lesson You Could've Learned from Pretty Woman...(But Didn't): Passive Income, Financial Freedom, Investing
10:19
10:19
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10:19What does Julia Roberts' boyfriend in Pretty Woman have to do with your investing journey? A lot more than you’d think. In this week’s Finance Monday episode, we unpack the world of private equity—one of the most powerful (and misunderstood) investing forces on the planet. You’ll learn: What private equity actually is—and how understanding it helps…
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#93 - Building Real Security Beyond the Stock Market with Patrick Grimes
53:22
53:22
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53:22Send us a text Are your 401K, IRA, and company stock really enough to secure your future? In this episode, Steven Arita talks to Patrick Grimes, a former robotics engineer turned full-time investor, who shares how he went from losing it all in real estate to building real wealth through smart, alternative investments. He talks about the shift from …
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Ep. 4 | The Truth About Seg Funds (and Why You Should Think Twice)
50:08
50:08
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50:08Send us a text Are you paying thousands in hidden investment fees—and not even realizing it? In this episode, Tre gets a little... passionate discussing segregated funds (seg funds), an insurance-wrapped investment product that many Canadians are sold under the guise of “safety.” Tre breaks down why these products often come with inflated costs, op…
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Ep 26: 🎂🥳 “Stoner” Solstice: Animism & Plant Stories w/ Kirsten
1:24:10
1:24:10
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1:24:10This episode marks the podcast’s one year anniversary and to celebrate we are going to give plants some “main character energy” What might emerge if we proceeded as though plants could grow us just as much as we grow them? In what ways can Cannabis be a competent protector, and a companion for practicing consent in times of collapse? How is the Can…
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112. The Hidden Money Beliefs Keeping Women From Wealth - And How Barbie Made Them Visible: Passive Income, Financial Freedom, Investing
10:10
10:10
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10:10Is your money story really yours—or just Barbie’s old script in disguise? Mattel just launched a new AI-powered Barbie. But the real conversation? It’s not about technology—it’s about the invisible messages women receive about money, power, and possibility. In this episode, we connect Barbie’s glow-up to your financial mindset and ask: What stories…
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41 - Medical Inflation and Litigation: The Hidden Costs of Vacation Ownership with Marriott Vacations Worldwide's Angela Cabado
13:16
13:16
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13:16Your host, Chris Tidball, talks with the Director of Risk Management at Marriott Vacations Worldwide, Angela Cabado. Angela discusses her transition from a workers' compensation adjuster to a risk management expert, emphasizing the importance of understanding the claims process in the vacation ownership industry. She highlights trends such as medic…
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Trapped by Low Interest Rates: Solving Today's Housing Conundrum
27:29
27:29
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27:29The real estate landscape has shifted dramatically, and at the heart of today's housing crisis lies an unexpected culprit: the golden handcuffs of record-low mortgage rates from a few years ago. Homeowners who secured rates now find themselves reluctant to sell, constraining inventory and exacerbating market stagnation. Antonio Benton, Senior Vice …
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111. 4 Red Flags Of Bad Investing Advice Every Beginner Investor Should Avoid & How To Protect Your Money From Fake "Guru's" - PART 2: Passive Income, Financial Freedom, Investing
10:17
10:17
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10:17“You’re not rich because you’re not manifesting hard enough.” If anyone says that to you? Run. Again. In this Part 2 of our Red Flag Series, we’re finishing the list with the final 4 signs that scream: “This investing advice is not for your benefit.” Inside this episode, you’ll learn: How fake urgency is used to manipulate your fear of missing out …
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The Right Roadmap for Retirement - Ep #88
11:29
11:29
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11:29Welcome to One for the Money! In Episode 88, we explore retirement as a journey—and each important stop along the way. From your 20s through your 60s (and beyond), you’ll learn what to focus on at each stage, how to avoid costly pitfalls, and how to test-drive retirement with a mini-retirement that just might change your life. 🔑 In This Episode, Yo…
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