Today's guest is Jordan E. Goodman, America's Money Answers man. He is a nationally recognized expert on personal finance as well as being a regular guest in the media, such as The View, Fox News, Fox Business, CNN, CNBC, CBS and many other places. He is the co-author of thirteen best selling books on personal finance and he was previously the Wall Street correspondent at Money Magazine.
Lately, Jordan has been examining the idea of a Life Settlement- in other words, when it makes sense to sell your life insurance policy into the Life Settlement Market, for cash. He points out that 10,000 people per day turn sixty five, many of whom have not saved nearly enough money for a decent retirement. He explains that many of these people have a life insurance policy, an asset that they may not even realize that they can sell into the Life Settlement Market for cash, which they can then invest to create a steady source of income for their retirement years. Listen in today to find out what the Life Settlement Market is all about and how it could help you to create financial security for your retirement.
On today's show, Jordan talks to Kate about:
•How easily you will sell your policy and the amount of money that you will be paid out depends on your age and state of health.
•Who would benefit from selling their Life Insurance policies.
•How you could create a regular source of income for your retirement by selling your policy.
•That you can't buy a policy with the intention of selling it.
•Another option for retirement, without affecting people's lifestyle, could be a reverse mortgage, which has both pro's and con's.
•Why it's not a good idea to sell a policy to pay for long term health care.
•Why Medicare will not be sufficient to cover your health issues, post retirement.
•Why Medicate is a planned impoverishment business.
•How to go about selling your policy to the Life Settlement Market.
•Why your Life Insurance Agent is not going to help you to sell your policy.
Today, Kate answers a question from Shay about coverage for health care, should she need skilled nursing when she's older. Kate points out that the traditional policies have some significant issues. She explains that a good financial advisor can help you to sort the good products from the bad. She also discusses ways to cover yourself for long term care concerns, with fixed annuities and with life insurance, both with long term care benefits. Listen in to find out about the advantages and disadvantages of these options and how they work and also about new hybrid life and annuity products that could give you solutions to your health care issues, when you retire.
Jordan's website: www.moneyanswers.com
Jordan's Radio Show: The Money Answers Show, with a link on The Voice Of America Business Network.
To ask questions or contact Kate: firstname.lastname@example.org
www.fundinglife.com - Independent Broker to bring buyers and sellers together.
Today's guest, Rob Lutts, is the author of The Great Game of Business- Investing to Win. He is the Chief Investment Officer and President at Cabot Wealth Management in Salem, Massachusetts. Although Kate was initially unsure about interviewing him on her show, as Rob and his team have a different investment policy to Kate's company, Better Money Decisions, she's happy now that she decided to have him as her guest. This is because too many investors are trapped in the idea that there's a big crash coming, with 2008 still fresh in everybody's minds. The truth is that we never know what the market will bring. If it were all certain, stock investing would not be a particularly lucrative endeavor.
Rob's company uses single stocks, something that Kate's firm does not advocate, yet even though their philosophies differ, Rob makes some points that Kate fully agrees with. Kate is intrigued by Rob's views on the future of investing. He talks about getting people out of the negative mindset that it's all going to come crashing down. His view is that technology is advancing and that's investable. Kate reminds you that the investing world is about companies and regardless of the current 'zeitgeist', profitability remains the bottom line, no matter what the products are. She points out that the idea of a systemic collapse overlooks all the current technological advances- which are investable. Listen in today and keep yourself up to speed, when it comes to making your investments.
Today, Rob talks to Kate about:
Today, Kate answers an email from Amy, who asks: “How much can I contribute to my 401K? Listen in to hear Kate's Response.
Singularity by Ray Kurzweil
The Progress Paradox by Gregg Easterbrook
Tom Corley points out that when you pursue success, the emotional downturns are about ninety five percent of what you have to contend with. He maintains that, due to this, it's your vision, your dream and your passion that will ultimately keep you in the game. He should know this as all his books to date, have focused on the idea of rich habits.
Tom, who is getting better known as an author and a speaker, is a CPA, a CFP and he holds a Masters Degree in taxation. He's the president of Cerefice and Company, a CPA firm and he also has the Rich Habits Institute. Tom's latest book focuses on the science of habit change, as well as on his own research on habits that helped to transform one hundred and seventy seven ordinary individuals into self made millionaires. Today, he talks to Kate about his latest book, Change Your Habits, Change Your Life.
Tom talks to Kate about:
•How he selected the particular group that he studied for his book.
•Some habits that he observed with the self-made millionaires.
•That you will quit in business if you're pursuing profit, not passion. If you're pursuing passion, you will engage.
•The idea of growing- how you grow and where growth takes place.
•How he surrounds himself with people who really get what he does.
•Three things to ensure your success: 1) Pursue your dream 2) Read every day 3) Surround yourself with like minded people, who get you.
•How it disrupts the 'herd' when one of them pulls away to do something unique or different, so they try to stop them, rather than trying to change themselves.
•What he has found in his research about people having grown up with issues of poverty and poor education.
•A story to demonstrate the difference between how rich and poor kids are raised and how changing their habits can change this.
•That close to 85% of the poverty in America is due to negligent parenting.
•That his second (award-winning) book, Rich Kids, was written to educate the educators.
Tom's website: www.richhabits.net
The guest on today's show is Marc Miller, founder of Career Pivot, a company that helps people to move forward into a new career in small practical steps, landing them where they want to be. Mark has had an interesting career journey. He left his position at IBM in 2000, after working there for twenty two years and then had various thriving tech startups. He subsequently had what he describes as a painful stint as a high school teacher and also did a gig, raising funds for the Jewish Community Association of Austin- as a non-Jew. Later, he had a near fatal bicycle accident, which changed his perspective forever.
On today's show, Marc talks about his bicycle accident and how it lead his doing what he does today. He also explains how he helps people to make the transition to doing what they love. Listen in today and find out how you can take some small steps to land just where you want to be.
Today Marc talks to Kate about:
Marc's website: www.careerpivot.com
Marc's email: email@example.com
Go to www.careerpivot.com/bettermoneydecisions and subscribe to Marc's blog to get a download of the three preview chapters of the revised version of Repurpose Your Career.
Books Marc recommends:
Know Your Value by Mika Brzezinski
Quiet by Susan Cain
The guest on today's show is a popular author, Kimberly Palmer. Kimberly was the senior Money Editor at US News and World Report for nine years. She's currently the Features Editor on The Money Team at AARP. Her focus is on work and jobs content. Her latest book is called Smart Mom, Rich Mom. In her previous book, The Economy Of You- Discover Your Inner Entrepreneur and Recession-Proof Your Life, Kimberly tells the stories of 100 people who built financial security for themselves by launching a side business. This includes her own story of the Etsy Shop with her money planners. She's also written the book Generation Earned- The Young Professional's Guide To Spending, Investing and Giving Back. Listen in today and find out how to ensure that you can afford to retire when the time comes.
Today, Kate points out that for many reasons, retirement is very different now to how it was back in Grampa's day. She says that although the Boomers are healthier and more active than their parents were, the downside is that many of them don't have the financial resources that their parents had to retire. Join Kate and Kimberly today and become inspired to keep growing, personally and financially.
Today, Kate and Kimberly talk about:
Kimberly's website: www.kimberly-palmer.com
Kimberly on Twitter: @kimberlypalmer
Her book 'Smart Mom Rich Mom' is available from Amazon and other bookstores.
Today, in response to a question from one of the listeners, Kate talks about making charitable donations from brokerage accounts. She explains the tax benefits that you could enjoy from doing that. She cautions you, however, to avoid donating losing shares to charity, as this will not be to your advantage when it comes to your tax return. She also talks about Donor Advised Funds and discusses how you can benefit from those in terms of tax deductions and not having to pay any capital gains tax.
The guest on today's show is The Financial Mentor himself, Todd Tresidder, who Kate met at a Fincon conference last fall. Todd has a BA in economics and he's also a serial entrepreneur, having built many businesses since his childhood. His real claim to fame, however, is retiring at the age of thirty-five, from his position as a Hedge Fund Investment Manager, responsible for a twenty plus million dollar portfolio. His work at the hedge F=fund produced 100% winning years, apart from one, which showed less than a 5% loss.
Twelve years later, he became a self-made millionaire, by using the same personal finance and investment strategies that he teaches. Todd was an early pioneer in statistical and mathematical risk management systems for investing and he's still an active investor, earning consistent returns in both up and down markets. He has written a number of books, one of them being Investment Fraud- How Financial “Experts” Rip You Off and What To Do About It. Listen in today, as Todd advises you about how you can wise up and avoid the fraudsters.
Today, Todd talks about:
•The reason he can smell fraud from a mile away.
•What really governs the growth of your wealth.
•His own failure.
•Trusting in all, but tying up your camel.
•His three principles that you can use to protect yourself against the sixteen different types of fraud: 1) Regulated Domestic Securities and dealers have a lower risk of investment fraud than the unregulated and offshore counterparts. 2) Investment fraud comes in many different forms and changes with the times. 3) Have a healthy dose of skepticism and do your due diligence.
•Fraud vs bad investing.
•The results of artificially low interest rates.
•The recent cycles of “bubbles”.
•The bond “bubble du jour” we're facing now.
•How the risks get tilted when you get into a premium market.
Todd's website: www.financialmentor.com This is where you can find Todd's free book, 18 Essential Lessons From A Self-Made Millionaire.
Kate's website: www.americatalksmoney.com
Kate's email: firstname.lastname@example.org
Kate's book: Don't Let Your Money Kick The Bucket Before You Do is available from Amazon.
Today, Kate starts out by talking about inheritance. She looks at a study, done by MetLife in 2013, which states that the boomer generation stands to inherit a whopping total of eight point four trillion dollars! There are certainly implications to this, as today, people are living for so much longer. On today's show, she discusses a few things that you need to become aware of, in this regard.
Kate points out that:
The guest on today's show is Dan Sotiroff. He is an engineer, by profession and he also has a blog called The Personal Finance Engineer. Dan could be described as 'The New Voice on the Market'. He prefers to take a pro-active approach, which is evident in his deep dive into the Peter Lynch era at Fidelity Magellan. Today, Dan demystifies the role of the “Star Manager”. Reading the book Beating The Street, by Peter Lynch, didn't really explain much to Dan about what Lynch had been doing- he found Lynch rather hard to corner. Listen in and find out more about market trading today.
Dan talks to Kate about:
Dan's Blog: The PF Engineer.Com
Dan's Email: email@example.com
Dan on Twitter: @danielsotiroff
Kate's website: www.americatalksmoney.com
Today's episode of America Talks Money focuses on setting up an effective portfolio that does not involve guesswork in trying to beat the market. The science of investment is improving all the time, so Kate shares four steps that you can take now, towards creating an effective portfolio.
On today's show, Kate and Kelly talk about how you can let the markets work for you. They discuss how, in time gone by stock brokers used to try to beat the market. Today, however, this has been shown to be ineffective. We currently live in an era where people tend to be more panic stricken than hopeful so you could lose a lot of money by trying to guess what the market is going to do. It's really difficult to predict in the short term, because you just don't know what's going to happen. It's important to note however, that regardless of volatility and big spikes, markets do go up over time. There's no reason that this will end, despite what goes on in the news. Science is really the best way to do this. Listen in as Kate explains how it works.
Today, Kate and Kelly discuss:
•That small caps do better over time than large caps- this does not mean that you should only invest in small caps though.
•That the science involves taking the whole market into account.
•How value stocks, over time, do better than growth stocks. Kate explains the science of how this works.
•Risk- and possible ways to manage it.
•That bonds are not going to give you the best returns.
•Balancing risk and return.
•That you should not trade because of what's in the news- news readers aren't there to help you manage your money!
The guest on today's show is Aye Soe, Senior Director of Global Research and Design at S&P Dow Jones Indices. Aye is the main researcher behind the SPIVA Scorecard that S&P releases on a regular basis. These compare and contrast the performance of actively managed funds vs indexes. Listen in and bust up any myths you may have about how good National Brokerages really are for your for your own investment outcome.
Today, Aye talks about:
•What she was looking at in her most recent research and what she was trying to determine.
•Her findings with this research.
•The fees and expenses of active funds- how they make quite a dent in your performance.
•The impact of fees on performance.
•The importance of investors understanding the different layers of the fees they're paying.
•How the under performance of institutional managers does not apply to her firm, S&P Dow Jones Indices.
•That the onus is on the investor to truly understand.
•The vast amount of available information for the self education of investors.
S&P Dow Jones Indices website: www.spindices.com
For the archive of all the past SPIVA and other scorecards related to active vs passive: www.spindices.com/research
Email Aye: firstname.lastname@example.org
Email Kate and Kelly: email@example.com
Finances are more complicated today than ever before. There are as many women out there making financial decisions, as there are men. It can be difficult to get up to speed if you haven't been involved before. First, on today's episode of “America Talks Money”, Kate and Kelly discuss the importance of finding the right financial advice and also what to look for in a financial advisor.
In our parents generation, things were more linear and predictable. Today, many people, especially women, find themselves having to make their own choices about taxes, social security, estate planning and even their pension funds. Listen in as Kate and Kelly talk about the interesting research study, done in September by United Capital, called: “Myth Busters-Women and the financial Services Industry” and the valuable advice offered by CEO Joe Durand.
Second in the show, Kate talks to Andrew Chanin. Andrew started out in 2007 on the floor of the American Stock Exchange, with one of the largest ETF firms at the time. In 2010, he founded his own Exchange Traded Fund company. In todays episode, Andrew talks to Kate about his company and it's products.
•What went into the founding of his company.
•His 'be different' approach, to create new opportunities for investors.
•The two types of ETF's- some needing awareness and others needing education.
•How he makes it simple for investors.
•The different funds he offers and what goes into them.
•How he envisions these ETF's being used in a broader portfolio.
•How this could compliment a more traditional asset allocation strategy.
•The expense ratios involved in these themed, more narrowly focused ETF's, as compared with more broadly based index funds.
Andrew's website: www.purefunds.com
Andrew's email: firstname.lastname@example.org
Kate’s email: email@example.com
Book Recommended: A Fool and his Money by John Rothschild
Kate advises: Google the terms: efficient market hypothesis
dimensional fund advisors
How do you really feel about money? Do you blame someone or something else for your financial situation, or do you avoid timely financial planning? If so, you will benefit from an informative product that really speaks to people about what they need to do with their money. First, on today's episode of “America Talks Money”, co-host Kelly Chisolm talks to Kate Slater about “Sacred Money Archetypes”.
This product is an assessment, provided to a client, that involves matching them to one of eight really accurate personality types, with regards to money. It has to do with one's values and beliefs around money. It also includes a spiritual element. Today, Kelly talks about what to do with your personality type and how to work with it, once you have been matched to it.
Second, on today's show, host Kate Slater talks to post-election guest, Chip Lake, about “What the Election Means for Markets”. Chip, from Glendale Strategies, is former Chief of Staff and Member of Congress, from Georgia. Since 2012, he has been a political consultant, specializing in digging into the data surrounding a political campaign.
Today, Chip talks to Kate about:
•The market impact since the election of Donald Trump.
•How incorrect political assumptions cause trouble for people.
•How markets are used for political leverage.
•The president elect's huge decision about who he is going to appoint as Treasury Secretary.
•How the above choice is one of the foremost indicators on how he plans on governing, as president.
•His views on the impact that Donald Trump will have on the economy.
•How Donald Trump is different to anybody else who has ever been in that position.
•The uncertainty of the current political situation.
•The 'anti-trade' type platform of the president-elect and the impact that it could have on markets.
•The financial implications of balancing the national budget.
•How the reality of the current situation is not what the voters want to hear.
•The many difficulties that Donald Trump could face in the near future.
•The pros and cons of transparency.
To find out more about “Sacred Money Archetypes”: email: askus@americatalksmoney
How well are your physical assets protected? Do you have a record of all the items of value in your home, in case of an insurance claim due to theft, fire or natural disaster? If not, listen in to the guest on today's show, Lisa Darrell and learn about how important it is to have your belongings documented and how you can have it done easily and without stress.
Lisa is the owner and operator of The Asset Inventory, based in Albuquerque, New Mexico. The Asset Inventory is a growing consultancy for the private sector and small businesses, to assist you in documenting and cataloging your belongings, to ease your pain if tragedy strikes
Today, Lisa talks about:
•The service that she provides and what's in it.
•How she initially identified a need for her service.
•The simple process involved in using Lisa's service with The Asset Inventory.
•The types of assets that should be documented.
•The situations that prompt people to use Lisa's service.
•How this service can really reduce your stress levels.
•The emotional component to her service- particularly around the history of certain items.
Today, Kate and Kelly talk about self-worth and how it affects people and the way they look at money. They discuss the number of decisions that people make daily, that are influenced by their ideas and behaviors around money. They say that money, depending on how much you have, can directly influence your self-worth and when you are able to have choices financially, your self-worth goes up. Kelly asks three practical questions which can help you to look at your relationship with money and your self-worth resulting from that.
1)Do you believe that you can control your financial destiny?
2)Do you deserve to be financially secure?
3)Do you see yourself as financially independent, or dependent on others to take care of you?
4)Kelly offers you ways to up your level of self-worth, through the use of a professional financial service with Better Money Decisions.
Contact Kate or Kelly if you have a question you'd like answered on the show:
Contact Lisa Darrell at: www.theassetinventory.com
or call Lisa on: (505)301-8508
Do you have lots of things in lots of different places? Would you would like to create emotional freedom for yourself? Or to organize your life to make things easier for those close to you, in case of your death? Then listen in to today's guest, Hazel Thornton, founder of Organized For Life, as she talks candidly about the necessary steps you can take to protect your family and yourself for this inevitable eventuality.
Hazel is a Personal Organizer and the creator of the Clutter Flow Chart Collection. She's also a Golden Circle member of the National Association of Professional Organizers, a founding member of Professional Organizers of New Mexico, a certified Personal Photo Organizer and a certified Interior Redesigner and Home Stager. Hazel has a calming approach, which takes any embarrassment or fear out of the process. Listen in and find out how to get your digital records organized, in case of your death.
Today, Hazel talks about:
•Organizing your digital life and digital documents.
•The word legacy- what it means to people.
•The implications of leaving your affairs in a state of clutter when you die.
•The personal story which motivated Hazel to do what she does.
• Your Legacy Contact on Facebook.
•The implications of dying without a will.
•Some of the most important resources to begin with, when organizing your life.
•The Legacy Resource Roundup on Hazel's website and how it can help you.
•What a digital will is and the benefits of having one.
•Her Worry Matrix and how it can help you.
Emotional triggers are very important when trying to work something out in a relationship, especially around money. Everyone has their own ideas and beliefs about money and this is what Kelly refers to as your Money Personality. It's always different with everyone, yet there's no right or wrong here. Due to these different personality types, it's important for couples to take time to sit down and figure out their Money Personalities and then look at the problems they could be having with that. It’s necessary for couples to get onto the same page about money- and this is where professional financial help can really work.
If you have any questions for Kate or Kelly, go to: firstname.lastname@example.org
To contact Hazel: www.org4life.com Sign up for Hazel's newsletter and get a free Clutter Flowchart!
Hazel on Facebook: Hazel Thornton is Organized For Life.
If you would like to know more about the background on emerging markets, or if you are looking for a viable new investment opportunity, listen in to Kate's interview with Jamie Anderson, her guest on today's show, as he shares his expertise and talks about his new ETF, LARE, which was launched in December of 2015.
Jamie, an emerging market expert and investor, is the managing partner of Tierra Partners, who offers the only US listed ETF to invest in Latin American Real Estate. More than half of the assets of LARE are invested in Brazil.
On today's episode Jamie talks about:
•The shift in emerging markets, from being export oriented economies, to becoming more internally focused consumption economies- Mexico being a good example.
•How the young population base of the BRICS countries is contributing to their growth as consumer nations.
•How apartment buildings in Mexico are becoming a new product for Mexican Real Estate Developers.
•The changes implemented by Mexico in the 90's that have allowed for the development of the Real Estate market there.
•The story behind the formation of the Latin American Real Estate Fund (LARE), as a product.
•Over 80% of the 58 equities in the LARE are not available in any other product.
•Why a product like the LARE could not have been put out 5 or 6 years ago.
•The index behind the LARE ETF.
•The expense ratio of the LARE as compared to certain domestic products.
•The all round advantages of the LARE product.
Host, Kate Stalter offers some tips today, for empty nesters. She talks about some planning considerations for people whose kids are no longer living at home. This is often the time to re-evaluate the whole financial picture, to prepare for an active, healthy retirement. This may involve downscaling in some areas, examining debts and possibly re-evaluating insurance requirements. It could also be a time to create new experiences with the family, ones that better reflect the current changes.
Jamie's product site: www.tierrafunds.com
Contact Jamie on Twitter: @tierrafunds
To ask Kate or Kelly questions: email@example.com
If you would like to trade online, but don't know what the risks are, or how to assess where the market is going, you will certainly benefit from listening to the guest on today's show, Carley Garner, an experienced Futures and Options Broker from Las Vegas. She would like to help you to avoid the common pitfalls that many people fall into.
Carley has a firm called DeCarley Trading, a division of Zaner. She has published several books about commodities: Higher Probability Commodity Trading, A Trader's First Book On Commodities, Currency Trading In The Forex And Futures Markets and Commodity Options. She also publishes two newsletters, The DeCarley Perspective and The Financial Futures Report. Carley is proactive in providing free trading education. Her commodity market analysis is often referenced on Jim Cramer's Mad Money on CNBC and she's been a guest on his show too! She's a regular contributor to TheStreet.com and has been featured in magazines and publications like Stocks Commodities And Futures, Active Trader, Option Trader Magazine and she has been interviewed by Investors Business Daily and The Wall Street Journal.
On today's show, Carley talks to Kate about:
Co-host Kelly Chisholm, is now running a series of seminars called Second Saturday, geared to the boomer generation, with its focus on the emotional and financial aspects of divorce. She urges you if getting a divorce, to have someone who specializes in Divorce Financial Planning help you with the long term implications of your financial decisions... not to just get the divorce over with. One of the topics will be Grey Divorce, where she talks about the implications of the divorce rate for people over fifty having skyrocketed over the last few years...and not only in the USA.
Kate's website: bettermoneydecisions.com
Kate and Kelly's email: firstname.lastname@example.org
Carley's website: www.decarleytrading.com
Carley on Twitter: @carleygarner
If you would like to know more about stocks, options and trading, listen in to today's episode of America Talks Money, with hosts Kate Stalter and Kelly Chisholm and their expert guest, Bob Lang. Today Kate and Kelly talk about the emotional impact of investing and Bob offers his sage advice about how you can win with money markets.
Kate, a licensed Financial Advisor and a long-time journalist at financial publications, became a financial advisor because she felt that as a journalist, she wasn't helping people enough with their money problems. She learned that you have no idea of the emotional impact of investing if you're not actually helping people with their financial issues.
Kelly, a licensed psychotherapist, who worked with marriage counseling for about twelve years, found that many, even most relationship problems were around issues to do with money- communication about it, or feelings related to it. She started working with couples, just on money issues. She had no financial advisor to refer her clients to, so she eventually filled the role herself, coming a full circle to have the impact that she desired.
Bob is a financial columnist and also owns a company called Aztec Capital. He is a private trader in equity and options markets and an expert on options and how to trade them. He also runs a website, Explosive Options, as an options trading mentor, teaching people how to trade options the right way for sustainability. He has a vast range of experience, including managing a $300,000,000 pension plan, long-term financial planning, asset allocation and retirement planning. He launched Aztec Partners Hedge Fund in 2008 for both private and institutional clients. He also offers personal coaching and mentorship.
On today's episode, Kate and Kelly talk about:
Today Bob talks about:
To contact Kate:
To contact Bob:
Website: www.explosiveoptions.net (For Bob's chatroom)
Today's guest is the amazing Grant Cardone! Grant is an entrepreneur, New York Times best-selling author, speaker, motivator and online sales training expert. Cardone is a respected, highly regarded master salesperson whose passion is to teach people how to sell themselves, their products and services regardless of economic climate. His books, audio packages and seminars provide people of all professional backgrounds with the practical tools necessary to build their own economies towards the path to true freedom.
His advice may be brutally honest. It may be hard to hear, but without him speaking the truth, you may never know what your true potential can be.
Grant talks about the following things in this interview:
Sell or Be sold
The 10X Rule
If You’re Not First, You’re Last
Welcome! Today’s guest is Norm Bour, the author of Success at Any Age. He is the founder and chief business mentor of Vape Mentors. Today he addresses the scary factors of not being prepared for changes in the economy and business. The reality is that we continue to reinvent ourselves throughout our lives, and this is Norm’s focus. He restarted from scratch at age 59!
What You’ll Hear from Norm:
Welcome! My guest today is Christy Haussler, who is the founder and CEO of Team Podcast. Christy is here to talk about how she achieved something that most people only dream about: leaving her corporate job and moving to Key West to run her own growing business that is completely location-independent. Christy tells us how she does it!
What you’ll hear from Christy:
www.teampodcast.com (Christy’s specialty is helping with launching podcasts, podcast strategy and production. She would love to encourage and help you on YOUR business journey!)
Email Christy: email@example.com
Welcome! I’ve been a fan of today’s guest for quite awhile. I like his approach to a “rich life.” He is Beau Henderson, who is an author, radio show host, and financial advisor. His book is The Rich Life: Ten Investments for True Wealth.
What You’ll Hear from Beau:
Welcome! Today’s guest is Jason Womack, who has hosted the podcast Your Best Just Got Better, and written a book by the same name. By listening to Jason’s podcast, I’ve learned how to use my time for better productivity. Jason is an executive coach, speaker, time management consultant, and triathlete. Jason’s physical “better decisions” began about 12 years ago, and he likens those decisions and their payoff to making Better Money Decisions.
What you can expect to hear from Jason:
Get Momentum: How to Start When You’re Stuck (Jason’s new book)
Jason’s Get Momentum online academy is a one-year course with monthly themes, webinars, activities, coaching, and an online forum.
Welcome to Episode 1! This podcast is all about helping you make Better Money Decisions. Your host is Kate Stalter, who is a financial columnist for US News and World Report, Forbes, and TheStreet.com. She is the founder and CIO of B$D and is joined by her colleague, Lorraine Ell. Lorraine is the new CEO of B$D and describes herself as a serial entrepreneur. She has successfully established and run businesses from Saudi Arabia to Budapest, Hungary. Lorraine is aware of the pitfalls of financial decisions that impact your business AND your personal finances. B$D is structured differently than traditional stock brokers because we are CLIENT-FOCUSED. We are here to help you, so join us for the journey!
What you can expect to hear in this episode:
www.bettermoneydecisions.com (Reach out to us via our website, ask us your questions, and tell us your concerns and financial pain points. Find our B$D Action Plan to help you NOW!)