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Financial Planning

Financial Planning

Chapters
Managing Your Money: Separating Savings and Expenses
Financial advice on separating your savings and expenses, with tips on using target date funds for retirement planning and allocating funds for fixed expenses.
57:52 - 1:01:54 (04:01)
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Financial Planning
Summary

Financial advice on separating your savings and expenses, with tips on using target date funds for retirement planning and allocating funds for fixed expenses.

Episode
#371: Ramit Sethi — Automating Finances, Negotiating Prenups, Disagreeing with Tim, and More
Podcast
The Tim Ferriss Show
Importance of Financial Planning before selling a business
The speaker shares his experience of realizing the importance of financial planning before selling a business and how one should strategically use the money obtained from the sale to ensure long-term success by investing in buying tickets to events and conferences or receiving coaching.
52:19 - 55:43 (03:24)
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Financial Planning
Summary

The speaker shares his experience of realizing the importance of financial planning before selling a business and how one should strategically use the money obtained from the sale to ensure long-term success by investing in buying tickets to events and conferences or receiving coaching.

Episode
How Your Beliefs Are Keeping You From Being A Millionaire w/ Alex Hormozi EP 1324
Podcast
The School of Greatness
Burying Money with Norm Macdonald
This podcast episode discusses the idea of burying money with Norm Macdonald, who shares his thoughts and experiences related to this topic while also sharing a humorous anecdote about lunch.
1:25:05 - 1:26:42 (01:37)
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Financial Planning
Summary

This podcast episode discusses the idea of burying money with Norm Macdonald, who shares his thoughts and experiences related to this topic while also sharing a humorous anecdote about lunch.

Episode
Will Ferrell (LIVE SHOW)
Podcast
Fly on the Wall with Dana Carvey and David Spade
Founding a Financial Planning Startup
The founder of a financial planning startup discusses how the company began with a focus on content before branching out to include tools and advice for clients, including financial planning software.
09:13 - 12:57 (03:44)
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Financial Planning
Summary

The founder of a financial planning startup discusses how the company began with a focus on content before branching out to include tools and advice for clients, including financial planning software.

Episode
#79 with Alexa von Tobel - From Dropping Out of Business School to a $375M Exit
Podcast
My First Million
Unclear ramblings about financial advisors
Incoherent ramblings about financial advisors and the potential for conflicts of interest when they advise on spending large sums of money.
50:40 - 53:27 (02:46)
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Financial Planning
Summary

Incoherent ramblings about financial advisors and the potential for conflicts of interest when they advise on spending large sums of money.

Episode
Ep 427 - Mentalizm (feat. Oz Pearlman, Lemaire Lee, & Nate Marshall)
Podcast
Matt and Shane's Secret Podcast
Navigating Financial Uncertainty with How to Money
The hosts provide practical financial advice on topics such as renting versus buying, saving at the grocery store, maximizing income potential, and combating money anxiety in the current volatile economic environment.
00:00 - 01:01 (01:01)
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Financial Planning
Summary

The hosts provide practical financial advice on topics such as renting versus buying, saving at the grocery store, maximizing income potential, and combating money anxiety in the current volatile economic environment.

Episode
Short Stuff: Mason-Dixon Line
Podcast
Stuff You Should Know
Coping with Loss and Making Financial Decisions
It's important to take time to grieve and process a major loss before making any big financial decisions.
37:48 - 41:35 (03:46)
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Financial Planning
Summary

It's important to take time to grieve and process a major loss before making any big financial decisions. Financial advisors can assist in navigating and making informed choices for your future.

Episode
Can I Catch Up on Investing if I Started Late? (Hour 1)
Podcast
The Ramsey Show
Navigating Imposter Syndrome as a Financial Advisor
A financial advisor discusses his experience with imposter syndrome and how he learned to overcome it while still maintaining a genuine interest in learning.
56:31 - 1:02:01 (05:30)
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Financial Planning
Summary

A financial advisor discusses his experience with imposter syndrome and how he learned to overcome it while still maintaining a genuine interest in learning.

Episode
#42 Rob Luna - Wealth Strategist on the Recession and Inflation
Podcast
Shawn Ryan Show
Overcoming Financial fears
The fear of not having enough money to pay the bills and the debt collector knocking on the door is very real for many.
49:46 - 56:20 (06:34)
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Financial Planning
Summary

The fear of not having enough money to pay the bills and the debt collector knocking on the door is very real for many. In this podcast, the speaker talks about facing their financial fears and finding a new chapter in life.

Episode
E182: Alex Scott: I’ve Never Told The FULL Truth About My Past
Podcast
The Diary Of A CEO with Steven Bartlett
Using Technology to Simplify Financial Planning
The founder of a financial planning company discusses the importance of using technology to make financial planners more efficient and accessible to those who are overwhelmed with personal finance.
38:09 - 44:23 (06:13)
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Financial Planning
Summary

The founder of a financial planning company discusses the importance of using technology to make financial planners more efficient and accessible to those who are overwhelmed with personal finance. The goal is to offer affordable assistance to clients through digital means.

Episode
#065 - Chris Hutchins - The Basics Of Money Management
Podcast
Modern Wisdom