Bästa Gen Personal Finance podcaster (2024)

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Ep 63 Why You Feel Broke and How to Manage Your Cash Flow Effectively 14:06

3d ago14:06

14:06

Send me a message! What do you want to see more of? If you constantly feel short on cash, tune in to this episode to uncover whether it's more a matter of perception than reality. I'll guide you through identifying if your financial stress is driven by feelings or facts and provide actionable steps to address either situation. 00:00 Introduction: D…

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Ep 62 Mastering the Financial Aspects of Divorce with Lisa Zeiderman 27:48

10d ago27:48

27:48

Send me a message! What do you want to see more of? In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in New York. Lisa discusses the critical steps to prepare for a financially successful divorce, emphasizing the importance of gathering financial documen…

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Ep 61 Strategies For Making Major Purchases 20:28

17d ago20:28

20:28

Send me a message! What do you want to see more of? In this episode, I share a personal financial journey on navigating the process of making a large purchase—in this case, buying a new home. Using that story as an example, I provide key advice including defining your purchase criteria, understanding your financial situation, avoiding desperation, …

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Ep 60 5 Steps to Becoming Your Own Financial Advisor 24:19

24d ago24:19

24:19

Send me a message! What do you want to see more of? In this episode, I share advice and tips to becoming your own financial advisor. Key points include understanding your finances, setting clear financial goals, and managing debt. While financial advisors play a valuable role, individuals will understand their money best. Specific steps are shared,…

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Ep 59 4 Simple Steps to Master Consistent Savings 19:12

1M ago19:12

19:12

Send me a message! What do you want to see more of? In today's episode, we wrap up our series on savings with actionable steps for consistent savings growth and creating a personalized savings plan. Key highlights include understanding and ensuring enough funds to cover bills and spending, measuring savings progress beyond just account balances, an…

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Ep 58 Should You Pay for Your Kid's College? College Planning and Financial Strategies with Steve Mullen 26:10

1M ago26:10

26:10

Send me a message! What do you want to see more of? In this episode, we welcome public relations professional and podcaster Steve Mullen. Steve shares insights from his podcast 'Caregiving Gen X Style,' which he co-hosts with his wife, and also discusses his family's approach to financing their children's college education. The episode emphasizes t…

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Ep 57 Mastering Retirement Savings Strategies for Solopreneurs with Financial Expert Sean Mullaney 21:59

1M ago21:59

21:59

Send me a message! What do you want to see more of? This episode of the Wealthy after 40 podcast features financial planner Sean Mullaney, President of Mullaney Financial and Tax, discussing the benefits of a Solo 401k for solopreneurs looking to save for retirement. Sean, also known for his FITaxGuy blog, shares his expertise on how self-employed …

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Ep 56 How To Bridge the Retirement Savings Gap - Strategies to Catch Up and Thrive 23:18

2M ago23:18

23:18

Send me a message! What do you want to see more of? Feeling behind on retirement savings and worried you will never be able to retire? This episode is for you. In this episode, I cover the following topics: How to define your retirement gap Five strategies to help close the gap and find success Importance of budgeting to achieve retirement Money fe…

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Ep 55 Learn to Maximize Your Health Savings Account with Expert Guest Rizek Housari 26:52

2M ago26:52

26:52

Send me a message! What do you want to see more of? This episode features Rizek Housari, a Wealth Advisor, Certified Financial Planner, and CPA, discussing the benefits and strategies of using Health Savings Accounts (HSAs). The episode emphasizes the HSA's role not just for immediate medical expenses but as a critical part of a comprehensive finan…

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Ep 54 How to Select the Best Performing Savings Account for Your Financial Goals 20:16

2M ago20:16

20:16

Send me a message! What do you want to see more of? Today, we're diving into the world of savings accounts and uncovering the best options to match your financial aspirations. In this episode, I cover the following topics: Various savings account options and how to choose which aligns best with your goals Understanding the importance of defining yo…

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Ep 53 How To Create a Savings Plan With Purpose and Definition 17:48

2M ago17:48

17:48

Send me a message! What do you want to see more of? This episode will help you create a successful foundation for your personal savings plan. Learn how to focus on your why and how to determine specific purposes to help you define the need for savings Hear relatable stories illustrating the impact of not saving and how it perpetuates financial stru…

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Ep. 52 Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch 40:34

3M ago40:34

40:34

Send me a message! What do you want to see more of? Navigating the Journey with Aging Parents as a Caregiver with Richard Hirsch Guest Richard Hirsch has been involved in the medical alert system industry for approx. five years currently the Chief Marketing Officer of UnaliWear. They are the makers of the most innovative medical alert system in the…

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Ep 51 Your Successful Retirement Can Be Found Beyond the Numbers With Craig Colvett 26:08

3M ago26:08

26:08

Send me a message! What do you want to see more of? Craig Colvett, co-founder of Coach360, is a life and leadership coach from Denver, Colorado. He focuses on helping people effectuate change to better themselves whether that is in their career, personal relationships, mental health, time management, or transition periods. Through his two decades o…

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Ep 50 Reflection and Five Bite-Sized Strategies for Financial Empowerment Today 25:05

3M ago25:05

25:05

Send me a message! What do you want to see more of? We’re celebrating 50 episodes!! And top 10% of all podcasts globally! I chose the number 5 in celebration of today’s episode. 5 things I wish my younger self knew and the beginning of my finance journey AND 5 pieces of advice for listeners to take action with today GIVEAWAY: I am giving away one s…

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Ep 49 How to Navigate Life's Financial Maze with Literacy Knowledge 23:45

3M ago23:45

23:45

Send me a message! What do you want to see more of? Today’s episode is all about Financial Literacy! Financial literacy is the combined knowledge and skills required to make responsible and informed financial decisions that contribute to a sense of financial security and well-being. Knowledge of financial concepts like saving, investing, spending a…

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Ep 48 Co-Investing in Real Estate for Passive Income With Frank B. Hanna 24:14

4M ago24:14

24:14

Send me a message! What do you want to see more of? Real estate investment, particularly in passive income options, offers a pathway to financial freedom for individuals of various backgrounds and stages in life. By leveraging strategic partnerships and innovative platforms, investors can access high-end real estate opportunities while minimizing r…

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Ep 47 - 8 Reasons You're Struggling with Budgeting 20:01

4M ago20:01

20:01

Send me a message! What do you want to see more of? In today’s episode, I share and discuss 8 common struggles and hurdles people face when learning and trying to move forward with budgeting. Eight (8) Common Struggles: Lacking goals and direction Tracking tool or method No element of fun Not spending enough time Not being flexible Not being realis…

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Ep 46 How to Increase Financial Stability for a Solid Financial Foundation 21:06

4M ago21:06

21:06

Send me a message! What do you want to see more of? In today’s episode, I dive deeper into Financial Stability and how to create and build that foundation. Specifically we’ll focus on: How to avoid being financial fragile A different look at savings How to create “emergency fund” savings Preparing for a solid financial future Let’s Connect! Do you …

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Ep 45 How Understanding Financial Freedom Levels Can Accelerate Your Financial Journey 22:26

4M ago22:26

22:26

Send me a message! What do you want to see more of? In today’s episode, I talk about Grant Sabatier’s Financial Freedom Levels Specifically we’ll focus on: The 7 Levels of Financial Freedom Definition of Each Level Action Steps to Move to the Next Level Determining What Financial Freedom Means To You If you’re a reader or audiobook listener, grab t…

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Ep 44 Caregiving Chronicles: Stories of Financial and Physical Care 29:50

5M ago29:50

29:50

Send me a message! What do you want to see more of? Caregiving Chronicles: Stories of Financial and Physical Care In today’s episode, we talk with guest Danielle Muira, who recently found herself in a primary caregiving role. Listen to her story as she shares the rewards, effects, and advice she is now giving being on the flip side of this caregivi…

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Ep 43 Why Understanding Debt is Important to Your Financial Journey 20:05

5M ago20:05

20:05

Send me a message! What do you want to see more of? In today’s episode there are two questions we will be discussing and answering for you today. What is debt and what is debt management? Specifically we’ll focus on: Tips to manage your debt You choose that the payment will work How much debt to take on What types of debt What “things” are you will…

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Ep 42 Debunking Debt Myths For Financial Freedom 16:22

5M ago16:22

16:22

Send me a message! What do you want to see more of? In today’s episode we will be debunking myths and beliefs you may have about debt. The three for today’s podcast are: All debt is bad Debt should be avoided at all costs Debt is forever. If you are on a journey to pay off debt and handle debt, it’s important that you create your own rules around d…

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Ep 41 Change Your Mindset Around Debt to Find Freedom From Debt 15:21

5M ago15:21

15:21

Send me a message! What do you want to see more of? Today’s episode is about looking at debt differently. Most of the time we are stuck looking at it and just want to get rid of it. This may be doing more harm than good. Have you ever heard the statement, “can’t see the forest for the trees?” Specifically in this episode, we’ll cover: How to stop l…

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Ep 40 Soul Based Financial Planning with Dee Dee Baze 25:26

5M ago25:26

25:26

Send me a message! What do you want to see more of? Today’s episode is with a wonderful guest from math teacher to financial advisor to enrolled tax agent. Listen to her amazing story and how she supports women in all financial situations. Soul Based Planning Saving for retirement “late” to the game Taxes in retirement and things we should know Dee…

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Ep 39 Embracing Your Financial Journey with a Growth Mindset 20:13

6M ago20:13

20:13

Send me a message! What do you want to see more of? Today’s episode is about helping our minds have a fresh start. Gaining clarity with numbers and vision will need our minds in the right space. Learn how to make that mindset shift from negative to positive as you head toward your financial vision. Discover what negative thoughts may be holding us …

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Crafting Your Future Financial Vision With Clarity - A Client Case Study 13:22

6M ago13:22

13:22

Send me a message! What do you want to see more of? During this episode, we’ll talk about creating a vision for your future. This future will more than likely be dependent on money. We dive in deeper to setting goals to get to the dream, your financial future, and the action steps for momentum and success. I also share a client story to demonstrate…

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Gaining Financial Clarity - Reflection for a Successful Year Ahead 21:17

6M ago21:17

21:17

Send me a message! What do you want to see more of? Gaining Financial Clarity - Reflection for a Successful Year Ahead Many of my clients need help with where even to start getting ahead with their money. Today’s episode is part 1 of 3, to help you find clarity with your finances and action steps to get moving forward. Be encouraged and guided to l…

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The Unseen Links Between Money and Life with Amy Kemp 22:29

7M ago22:29

22:29

Send me a message! What do you want to see more of? Amy is a strategic coach, and a part-time network marketer, and five years ago, she opened the doors to a new corporation called Amy Kemp, Inc. In this growing business, Amy uses the Habit Finder assessment tool in small group and one-on-one engagements to help leaders understand how deeply though…

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Savings Strategies: How to Build an Emergency Fund on a Tight Budget 22:10

8M ago22:10

22:10

Send me a message! What do you want to see more of? Saving strategies to help you build an emergency fund on a tight budget Listen to today’s episode to find strategies and motivation to begin your journey with saving money in an emergency fund. Knowing how an emergency fund can support your money journey is important to being successful and growin…

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Ep 34 Saved Enough for Retirement? Tips If You Started Late With Faron Daugs 24:50

8M ago24:50

24:50

Send me a message! What do you want to see more of? Faron Daugs is a Certified Financial Planner™ and wealth advisor with more than 30 years of experience. As the founder and CEO of Harrison Wallace Financial Group, he serves as a go-to source and trusted advisor for his clients across the country. Based in Libertyville, Illinois, Harrison Wallace …

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The 5 Budgeting Phases from Shock to Second Nature 22:26

8M ago22:26

22:26

Send me a message! What do you want to see more of? Listen to today’s episode to dig deeper into the budgeting process. Most of the time it’s more than creating and tracking. I discovered that my entire budgeting journey was reflected in phases. With each phase, I was able to learn more and progress. Learning this information now, you’ll have a ste…

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Learn to Fight Budget Fatigue: 6 Tips to Stay Inspired on Your Journey 19:13

8M ago19:13

19:13

Send me a message! What do you want to see more of? The money journey is long, but it doesn’t have to be hard. The beginning will be definitely a learning challenge, but once you’ve figured out the pieces and have them running smoothly, it should be easy. Listen in as I share 6 tips to help you stay motivated when the going gets tough!! Realistic C…

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Shifting Mindset from Scarcity to Abundance With Money, One Woman's Story 21:06

8M ago21:06

21:06

Send me a message! What do you want to see more of? Iva is a certified Chrisitian life and Neuro coach. I help ambitious, faith-filled women master their mindset so that they can build thriving profitable businesses. This is powerful transformative work that gets to the root of what is holding many entrepreneurs back from building the successful bu…

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Savings the #1 Habit to Financial Security 19:20

9M ago19:20

19:20

Send me a message! What do you want to see more of? Savings the #1 Habit to Financial Security Today’s episode is all about the power of saving money. By learning how to become a saver, we are able to get rid of debt and grow our wealth. I not only share eight (8) ways savings can help us manage our money but also share strategies and tips for savi…

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Mastering the Art of Salary Negotiation: A Gen X Woman's Guide 22:26

9M ago22:26

22:26

Send me a message! What do you want to see more of? Meera is a passionate advocate for women's empowerment and career success. She thrived as a Media Professional, honing her skills in the fast-paced world of media and communications. Despite this, she felt called to embark on a transformative journey of mentoring and coaching women. With her unwav…

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3 Pillars of Wealth: Your Path to Financial Independence Starts Here 19:52

9M ago19:52

19:52

Send me a message! What do you want to see more of? Three pillars of wealth are: Saving, Spending, and Investing. We’ll discuss each and give ideas on bolstering that pillar. As we discuss today’s three pillars, think of how your strategy should give equal attention to all three. Not all three simultaneously, but each one and how it supports the ot…

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How Unraveling Budget Behaviors Can Fast-Track Your Financial Goals 22:01

9M ago22:01

22:01

Send me a message! What do you want to see more of? Today’s episode is all about reframing your negative budget behaviors. Knowing what behavior you need to replace and with what new habit or behavior. Listen in as I share common “money” or budget behaviors and how to change them: Avoidance Restrictive Frustration Complacency Overwhelmed Overspendi…

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How to Find Financial Freedom with Focus Groups as a Side Hustle 20:02

9M ago20:02

20:02

Send me a message! What do you want to see more of? Tara Trantham is a stay-at-home mom fueling her family’s FI/RE with focus groups. Listen in as she shares: Why she loves FIRE Finding her way as a stay-at-home mom How focus groups became her side hustle How to get into focus groups Who they are best for Connect with Tara! Instagram Let’s Connect!…

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How Financial Coaches and Financial Advisors Support Your Path to Financial Freedom 18:49

10M ago18:49

18:49

Send me a message! What do you want to see more of? Have you ever wondered the difference between a financial coach and a financial advisor? Today’s episode I explain the necessary role of each in your journey to financial freedom. Listen as I share: When each role is applicable How they complement each other What it looks like to work with them Ho…

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Navigating Finances Together: Tackling Debt as Newlyweds with a Baby on the Way 30:58

10M ago30:58

30:58

Send me a message! What do you want to see more of? Alfredo Zapata, originally from Mexico, is a nutritionist, fitness coach, speaker, and author. For the last 30 years, he has been studying physical and mental performance and different techniques to keep the body healthy in an unconventional way with his program *Connect Mind and Body*. He lived i…

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From Surprises to Savings: Anticipating Expenses for a Solid Budget 16:41

10M ago16:41

16:41

Send me a message! What do you want to see more of? Have you ever had an expense sneak up on you? Totally wreck your budget? Then you gave up?! Even if you didn't completely give up, your budget was off and you were winging it for the rest of the month! What if I told you, there was a way to actually plan for these expenses? Listen as I share: How …

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How to Heal From Divorce In 8 Steps with Guest Rachel Ruby 27:35

10M ago27:35

27:35

Send me a message! What do you want to see more of? Rachel S. Ruby, Divorce Healing Coach Rachel S. Ruby is an attorney, entrepreneur, author, writer and coach. She worked in family law and was a certified divorce mediator. She has authored several other books, and Divorce to Bliss is her most heartfelt book to date. It took a big journey through t…

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How to Navigate a Career Change & Stay Financially Stable During Transition 21:17

11M ago21:17

21:17

Send me a message! What do you want to see more of? Angela is a Certified Christian Life coach and motivational mentor. Her 19 year career in education and her lifelong walk with God have equipped her with the skills, gifts, and experience needed to partner with women and transform their lives through coaching and applying biblical principles to ev…

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How to Stop Mindless Spending & Be Intentional With Your Money 19:49

11M ago19:49

19:49

Send me a message! What do you want to see more of? Learning to be intentional with your money is so important. Do you plan what you are going to do with your money? Are you deliberate with each purchase you make during the month? Listen as I share: What intentional means and how it’s a money strategy Four (4) ways to be intentional with our money …

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How to Teach Your Kids & Grandkids About Money 27:05

11M ago27:05

27:05

Send me a message! What do you want to see more of? Sam X Renick is an internationally recognized leader and pioneer in financial literacy. He is a source and force of knowledge and joy on great money habits. In 2001, Sam founded the “It’s a Habit!” Company and co-created children's storybook character Sammy Rabbit to make it easy for anyone to tal…

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Personal Finance 101: How to Set Yourself Up for Money Success 20:17

11M ago20:17

20:17

Send me a message! What do you want to see more of? Today’s episode is all about how to set ourselves up for success. You can definitely use these steps in any aspect of life, but I focus on how these specifically relate to money. A solid foundation of success strategies to help you remember the basics is essential while on your journey to financia…

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Struggling With Finding Wealth? Learn How Lila Veronica Find Abundance By Changing Her Money Beliefs 25:06

12M ago25:06

25:06

Send me a message! What do you want to see more of? Struggling With Finding Wealth? Learn to Find Abundance By Change Your Money Beliefs and Embodying Your Worth As a Speaker, Coach and CEO of The Riverstone Movement School, Leila Veronica helps high-performers, business owners & organizational leaders shift the physical component of their life. Sh…

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Divorce - Harder than Addiction: The Effects of Divorce on Family, Money, and Love 24:16

12M ago24:16

24:16

Send me a message! What do you want to see more of? Adam Jablin is a best-selling author, Inspirational Keynote Speaker, Transformational Life Coach, and Spiritual and Recovery Mentor. In 2006 Adam got clean and sober, which unleashed many gifts he had hidden inside. Adam inspires and teaches those fighting fears, alcoholism, and addictions to unle…

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Five Ways to Get Out of Debt Without Sacrificing The Joys of Life 18:32

1y ago18:32

18:32

Send me a message! What do you want to see more of? Debt can be overwhelming and if we’re not careful it can consume us. The first step to being able to get rid of debt is to stop creating debt. Inventory your debts not only by balance, payment, and interest rate. But also review what created or is creating your debts. Listen in as I discuss: Debt …

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Questions and Uncertainty About Working with a Financial Advisor or Financial Planner? A Quick Guide to Building a Relationship with a Certified Financial Planner 21:30

1y ago21:30

21:30

Send me a message! What do you want to see more of? Rizek is the VP of Wealth Management at Divergent Wealth Advisors. He is a CPA and Certified Financial Planner® professional serving clients nationwide. Rizek graduated with a bachelor's and master’s degree in Accounting from Brigham Young University and specializes in financial planning, tax stra…

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