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Posts by category
- Category: Finance
- Category: Insurance
- Ep 269: Retirement planning is Life planning
- Ep 268: The Best Hire You’ll Ever Make Lives Under Your Roof.
- Ep 267: The Psychology of Social Security
- Ep 266: Paying Homage to Small Business owners during National Small Business Week
- Ep 265: Get to know David.
- Ep 264: Is your CPA only looking in the rear-view mirror?
- Ep 263: Boomers, Heavy Metal, Avocado Toast, and the Algorithm… Which Generation Was Dealt the Easiest Financial Hand?
- Ep 262: The Yes Problem: Raising Grateful, Grounded Kids When You Can Afford Almost Anything
- Ep 261: Six Retirement Philosophies
- Ep 260: A CFP(r)’s Honest Take on the Iran Conflict and Your Money
- Ep 259: How Delegation Builds Business Value (And Your Net Worth)
- Ep 258: Long Term Care 101: A Mini Masterclass
- The Badge of Honor That’s Killing Your Business with Deric Keller
- Ep 256: Boring Habits of Wealthy People
- Ep 255: Identify Over Resolutions: Your Money Mindset
- Ep 254: Buying & Selling a Business: The Legal Playbook Every Owner Needs
- Ep 253: State Government 101: Business Growth, Budgeting & Real Issues in your state.
- Ep 252: The Owner’s Blind Spot: How a Fractional CFO Can Strengthen and Scale Your Business
- Ep 251: BONUS Episode with Special Guest, Jessica Pierce
- Ep 250: New Year, New Revenue: Marketing & Branding Strategies Every Business Owner Needs in 2026
- Ep 249: 25 reflections on 2025
- Ep 248: Wealth Beyond the Balance Sheet: Rest, Thankfulness & Time
- Ep 247: Portfolio Construction 101
- Ep 246: Financial Christmas Gifts for Your Future Self
- Ep 245: 26 Big Decisions for Wealth Growth
- Ep 244: Thankfullness
- Ep 243: 7 Silent Money Leaks Draining High-Earning Entrepreneurs
- Ep 242: Boosting Business Valuation for Sale
- Ep 241: The Biggest Wealth Tool: You?
- Ep 241: This Halloween Episode Will Scare the $^#% Out of You!
- EP 239: How to Create a Referable Client Experience with Stacey Brown Randall
- Ep 238: Turning Taxes Into Real Estate: How to Invest in Historic Properties Using Your Federal Tax Liability
- Ep 237: Ask the Professor: Legal Tax Hacks Your CPA Isn’t Talking About
- Ep 236: AI and Your Business: What You Should Know
- Ep 235: Is Your Business Ready for Sale? Find Out Now!
- Ep 234. Maxed Out, Cashed Out, Burned Out: The Wealth Mistakes I Keep Seeing
- Ep 233: Turning Bricks into Cash with Archie Johnson
- Ep 232: What Football Wins Can Teach Us About Money Wins
- Ep 231: QRLT
- Ep 230: Your kids will be poor if you don’t listen to this episode
- Ep 229: FREE STUFF FOR YOU!
- Ep 228: Rewiring Your Mindset for Wealth and Worthiness – with Kam Knight
- Ep 227: Lessons from Hulk Hogan, Theo Huxtable, Ozzy, and Ryne Sandburg
- Ep 226: Budgetting is a bad word, money psychology, and the worst kinds of financial advice
- Ep 225: RICH
- Episode 224: Breaking Down the Big Beautiful Bill: What You Need to Know
- EP 223: Freedom Isn’t Free: Smart Strategies for Financial Independence
- Ep 222: Aleatory, Umbrellas & Other Weird Insurance Terms That Actually Matter
- Ep 221: Finding Your Voice in a Crowded Market with Munira Zahabi, The Niche Navigator
- Ep 220: Business Ownership: Hard Yes. Worth It? Also Yes.
- Ep 219: Owning a business is hard
- Think Before You Click: Navigating Financial Advice on Social Media
- Unlocking Success in 2025: Ditch Resolutions for Real Change
- 24 Lessons Learned in 2024: A Year-End Reflection
- Thanksgiving Reflections: What We’re Grateful For in 2024
- Are You Stuck in a Dead-End Job? Tips for Making the Leap to Freedom
- Disaster-Proof Your Finances: Lessons from Hurricane Helene
- The Balanced Approach: Fitness, Finance, and Nutrition Wisdom with Steve Pumphrey
- Year end financial tips, your personal development budget and Wednesday Wellness Webinars
- A Deep Dive Into the Secure Act 2.0 with Austin Erickson
- From Overwhelm to Freedom: How Outsourcing Can Liberate Your Mind, Time, and Sanity
- Even Rich People Make These Financial Mistakes
- BONUS REPLAY: Johnny Depp V Amber Heard and how it applies to YOUR business.
- # 126: Your Business’s ENDGAME
- Three MUST READ books
- Getting UNSTUCK with Jessica Pilgrim of Pilgrimage Coaching
- Climbing inside your WEIRD and FREAKY brain with Graeme Newell
- Avoiding this least SEXY financial planning topic could cost you millions
- Using boundaries to build personal financial success
- Thanksgiving 2020
- College cost cutting SECRETS with Bonnie Burkett
- Medicare and Medicare Supplements with Lee Shaw
- Three investments that can not lose, during the 2020 Presidential Election
- MACPERFORMANCE, with Dr. Melissa Macdonald
- Everything you ever wanted to know about mortgages with Lee Ayer
- The 2020 Presidential Elections, your money, and the Markets, with Greg Towner
- The ABC’s of LTC
- I have lost my job… NOW WHAT?
- Overcoming Money Arguments in Marriage … with Ziv Raviv
- The Smart Money Academy, with Keli Calderon
- Who does a Daily Money Manager Serve? With Amy Carrick
- Mark Chesson and advanced uses of life insurance
- Driving to the wrong house… are your habits serving you well?
- David Chudyk’s Eight Strongly Held Opinions for Financial Success
- Personal development and The Real Estate Evolution with Dan Rochon
- Greg Towner discusses how investing in high quality stocks can reduce long term volatility (and help YOU to sleep at night).
- How Elizabeth Pampalone transformed her business with profitfirst
- College planning with Dr. Jen Price
- 2020 – a new world…. how will you prosper in the second half?
- From the major leagues to financial advising …. how pro baseball prepared Steve Tolleson to serve his clients at the highest of levels
- Does your business need affordable access to legal service?
- Crashes and Taxes with Rebecca Walser
- Qualified Retirement plans for your business, with Andy Pooser AIF, QPFC, QKA
- All things ANNUITIES with Jon Bussert
- Affordable legal access for YOU and your family
- Personality ISN’T Permanent with Dr. Benjamin Hardy
- How Betty Kempa helps Senior Level Executive Women move from unfulfilling jobs to careers that they love
- What is Long Term Care and Assisted Living? with Tony Medlin
- What is a financial plan and why do I need one? with Patrick Sherman
- Fearless Pursuits with Sharon Lee
- Life lessons and commercial real estate with David Redmond
- Tornadoes and claims with Jessica Owens
- How High INCOME Investors can fund real estate investments with their federal tax liability, with Gordon Short
- RICH HABITS with Tom Corley
- Estate Planning with Attorney, Rick McDuff
- Millenial Money with Peyton Hoppes
- Stress… what it is, what it does to us, and how we should handle it, a conversation with Michaela Tomberlin
- Finding financial positives within the negatives
- Back to BASICs of personal finance during the COVID-19 Pandemic
- Category: Weekly Wealth Podcast
- Episode 218: Financial Reality Check: Learning from Tommy Paul
- Episode 217: The End of Two Eras
- Ep 216: From Job to Asset: Transform Your Business Mindset
- Ep 215: Who is David Chudyk and what does he do?
- Episode 214: From Employee to Entrepreneur: Key Considerations
- Episode 213 – Diving into Asset Classes: What You Need to Know
- EP 212: Space Whiskey and Business Wisdom: A Chat with Adam Anderson
- Episode 211: Trump’s Tariffs: Who’s Paying the Price (and Who’s Going Broke?)
- Episode 210: Understanding the Market: Your Guide to Smart Investing
- Ep 209: Copywriting and Comedy: The Perfect Duo for Your Business
- Ep 208: Market Volatility 101: Essential Questions for Smart Investors
- Episode 207: Trump’s Tariffs and Stock Market Woes: What You Need to Know
- Ep: 206 Trina’s Journey: From Barista to Business Boss
- Ep. 205: Leadership Skills that Can Boost Your Business
- Ep 204: Dive into Wealth Strategies with David Steele
- Ep 202…The Wealth Blueprint: Advanced Techniques for Financial Success
- Ep 201: High Net Worth Financial Fundamentals
- Ep 200: Behind the Microphone: My Story and the Future of the Weekly Wealth Podcast
- Ep 197: Maximize Your Wealth: Year-End Financial Planning
- Episode 195 – Financial Faux Pas: 7 Steps to Ensure You Stay Broke
- Episode 194: Bankruptcy Unveiled: Debunking Myths with Adrienne Hines
- Episode 193: Unlocking Financial Success: 3 Game-Changing Words You Need to Know
- Ep: 192 Unlocking the Secrets of Net Unrealized Appreciation: A Deep Dive with the Professor
- Episode 191: Money Matters: Building Trust and Teamwork in Relationships
- Episode #190: The Truth About Tax Credits: Are They Too Good to Be True?
- Ep 187: The Safety net that you need, but probably don’t have
- Ep 186: The insurance industry is a dumpster fire right now.
- Ep 185: You MUST know these answers
- Ep 184: Ask the Professor…
- Ep 183: Financial goals and the HACKS that can help you to achieve them.
- Ep 182: Do you love winning or hate losing (your money)?
- EP 181: Emergency Stock Market Volatility Episode
- EP 180: Money 101: Lessons Schools Shouldn’t Skip
- Ep 179: Decoding the Language of Money
- Ep 178: Justin Chastain… The Financial Planning Professor.
- Ep 177: You might be the problem with your biggest asset.
- Ep 176: Financial independence – What it means and how to achieve it.
- Ep 175: What you should do about nvidia (nvda) and two other quotes
- Ep 174: Care Continuum: Understanding Long-Term Care Levels
- Ep 173: Strategies for reducing portfolio risk
- Ep 172: Ralph Estep of the ASK RALPH PODCAST
- Ep 171: Eight Strongly Held Financial Opinions
- Ep 170: Do LESS but BETTER to build your business.
- Ep 169: Money CAN buy happiness ?
- Ep 168: The SECRET roles of your financial advisor
- Ep 167: Financial Check-Up: Planning Tips for Medical Practitioners
- Ep 167: EASY ways to go BANKRUPT
- Ep 165: Second Chance, Shared Wealth: Financial Tips for Remarried Couples
- Ep 164: The ONE financial question that you should be asking yourself.
- EP 163: The Art of Financial Harmony: Balancing Luxuries, Investments, and Philanthropy.
- Ep 162: Life insurance HACKS that you NEED to know.
- Ep 161: Rise above the Money Fog.
- Ep. 160: Mastering Your Money: Strategies for Credit Score and Debt Success
- Ep 159: What is The Weekly Wealth Podcast?
- Ep 158: Making your company legally invisible.
- Ep 157: Why is a financial podcast interviewing a Licensed Family Therapist?
- Ep 156: An EXCITING new feature AND your business sale checklist.
- Ep 155: Finance Through the Ages: Understanding Each Generation’s Money Matters
- Ep 154: A former financial advisor talks about mindset and success.
- Ep 153 Don’t let the Tax Tail Wag the giving Dog, with John Cullum
- Ep: 151 You are not alone. Everyone has MONEY CONCERNS.
- Ep 150: The top 23 lessons of 2023
- Ep. 149: Last minute tax planning for 2023 and TAX NEWS for 2024
- Ep 148: Putting Warren Buffet’s rules of investing to use in your planning AND WWW preview.
- Ep: 145: Gratitude can save your life and improve your health
- Ep 142: How to save an average of $19077 per year in college tuition
- Ep: 141: Victim Mentality Sucks and Maria Kellis explains why.
- Ep # 140: Are you afraid of inflation?
- Ep 139: How to Boost Your Business with Podcasting: An Interview with Dave Jackson
- Ep # 138: Your financial homework…. the last one is FUN!
- Ep 138: FIRE your financial advisor if they don’t…….
- Ep 136: Why you should use a COMPETENT Financial Advisor.
- Ep 135: BACK TO SCHOOL: Why your kids might end up being poor.
- Ep 134: Relationship mindsets of SCARCITY AND the THRIVE COUPLES SUMMIT
- Ep 133: DE-RISKING your retirement portfolio, Charitable Giving Strategies, and TRANSFER methods for your business
- Episode 132: The insurance industry… your 401k… your business… Finacial Basics
- Ep. 131: Divorce and Money
- Episode 130: Random thoughts about ……
- Episode 129: Why your business is NOT building generational wealth (and … what to do about that awful problem) with Carla Titus
- Episode 128: Do I need a will, trust, power of attorney, or other legal documents?
- Episode 127: Real Estate
- Ep. 125 Why Parallel?
- Episode 124: Don’t be BUSY…. with Valari Jackson
- Episode 123: Don’t let your new business CRASH AND BURN
- Episode 122: Business Insurance Basics
- Episode 121: FUNDING your new business
- Episode 120:Fraud: Why they do it, how they do it, and what can you do about it?
- Episode 119: An Employee Benefit program that can increase your teams’ paychecks and save payroll on taxes for YOUR business
- Episode 118: Decoding the SECURE ACT 2.0 with Jordan Roberts
- Episode 117: 99% of Financial advisors are NOT helping their business owner clients with this.
- Episode 116: How much WORKING CAPITAL should your business have?
- Episode 115: How Naadir Jalil helps young professionals to set themselves up for FINANCIAL SUCCESS
- Episode 114: LOVE YOUR BUSINESS again and a HUGE SUMMIT ANNOUNCEMENT
- Episode 113: SLASHING HEALTH INSURANCE costs for the small business owner while increasing HR support
- Episode 112: Answer these 3 financial questions to have a great 2023
- Episode 111: What the NBA greats can teach you about your business and reaching your potential.
- Episode 110: Buyers agents and real estate purchases with Vicki Durkin
- Episode 109: Knowing your numbers makes your business more valuable
- Episode 108: How to NOT be a JERK of an employer
- Episode 107: How to THINK and BEHAVE in these volatile markets
- Episode 106: Breaking the GOOGLE code for the small business owner
- Episode 105: Chasing (financial) freedom with The Freedom Chasers
- Episode 104: I own a business, I have no investments, I want to retire… now what?
- Episode 103: Business Coach + Motivated Entrepreneur = A BETTER LIFE.
- Episode 102: Charitable giving…. getting more by giving
- Episode 101: Do this to 3x your leads, 2x your sales and add 100k of recurring revenue to your business
- Episode 100: Building a great sales team for your business
- Episode 99: Investing in Vacant Land …. the key to building your wealth?
- Episode 98: KICKSTARTING the profitability of your business
- Episode 97: Communication is one of the keys to wealth
- Episode #96 – You CAN build your business on referrals WITHOUT BEING CREEPY
- Episode 95: How the Johnny Depp and Amber Heard Case can save your business
- BONUS EPISODE…. WHAT YOU SHOULD BE DOING DURING THE MARKET VOLATILITY
- Episode 94: The KITTY CAT approach to increasing your sales with The Sales Maven, Nikki Rausch
- Episode 93: Can FRACTIONAL SALES MANAGEMENT save your small business?
- Episode 92: Secrets of college funding with Ken Ruggiero
- Episode 91: FAFSFA 101 with Cozy Whittman
- Episode 90: Your personal and business legal health with Attorney Rick McDuff
- Epiose 89: Is your CPA costing you $90,000 per year?
- Episode 88: How you think will make you POOR (or rich) with Sarah Walton
- Episode 87: FREE housing for your college student
- Episode 86: Dr. J saves the day and saves your health
- Episode 85: Ask yourself “WHY?” (seven times) with Dee Gredler
- Episode 84: Your leadership brand and your values…. with Lindsay White
- Episode 83: Deborah Peters and the Neuro Engineering Institute
- Episode 82: Pillars of Health that can help you to build wealth with Mike Ricchio
- Episode 81: Rocky Lalvani Profit Answer Man
- Episode 80: Tik Tok, Facebook, Instagram, and Linkedin… which should I use? With Harrison Baron
- Episode 79: Investment Lessons of 2020 with Greg Towner
- Episode 78: Car insurance is a RIPOFF
- Episode 77: Why do the RICH get RICHER?
- Episode 76: The fourth quarter of 2021
- Episode 75: Life Insurance for the small business owner
- Episode 74: Life Insurance Awareness Month and what it means to you.
- Episode 73: Your money and Your HABITS with Sonya MacCrimmon
- Episode 72: WEALTHKILLERS
- Episode 71: Laura Cowan and The Business Owner’s Legal Audit
- Episode 70: This episode can change your marraige.
- Episode 69: The Wyoming LLC attorney talks about risk management, holding companies, and YOUR business.
- Episode 68: Can this simple life insurance mistake derail the estate plan that you have for your young children?
- Episode 67: Divorce Attorney to the stars, Chris Melcher talks about how to pick the right attorney.
- Episode 66: Michelle Arpin Begina…. a conversation about the money stories, scripts, and lessons that affect our financial psychology
- Episode 65: Money Mindsets and avoiding toxicity with Sarah K Ramsey
- Episode 64: TWO words that make your insurance agent CRINGE… with Jessica Owens
- Episode 63: Financial Lessons from the Covid-19 Pandemic
- Episode 62: The $520 Challenge and how YOU can help.
- Episode 61: Cindy Arledge and the Three reasons why your family might not survive an inheritance.
- Episode 60: Reducing the burden on your family… with Allen Pruitt
- Episode 59: Credit reports, debt settlement, and collections for the high net worth with Sam Skye
- Episode 58: The Entrepreneur’s Roadmap to Financial Success
- Episode 57: How a ROCKSTAR morning routine can bring success.
- Episode 56: Planning for financial aid and college scholarships with Cozy Whitman
- Episode 55: Cassie Ferrer The NUMBERS NERD, your business, and your CASH FLOW.
- Episode 55: The scoop on IRA’s
- Episode 54: Make the most of your STIMULUS CHECK
- Episode 53: The HIDDEN (and often forgotten) jobs of your financial advisor
- Episode 49: Research and Development Tax Incentives…. can your business get them?
- Episode 47: Aren’t all “financial planners” the same?
- Episode 46: A conversation with The Bad Ass Budget Babe
- Episode 45: Why my New Year’s Resolution is to NOT have New Year’s Resolutions in 2021
- EP 44: Our top 20 lessons learned (or reinforced) in 2020!
- EPISODE 43: Our Core Beliefs
- EPISODE 42: How hiring your children might save taxes and help your kids to become financially responsible with Jordan Roberts
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Podcast Imports
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- How can I ensure that my Equipment Breakdown Insurance policy provides adequate coverage?
- Do I need Equipment Breakdown Insurance if I have a maintenance plan?
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- How is Equipment Breakdown Insurance different from a warranty?
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- What should I do if I need to file a claim?
- Can I bundle Commercial Property Insurance with other types of insurance?
- How do I determine the right amount of coverage for my business?
- What does Commercial Property Insurance not cover?
- How often should I review my Business Owners Policy?
- What should I consider when choosing a Business Owners Policy Provider?
- Can I customize my Business Owners Policy?
- How much does a Business Owners Policy cost?
- What does Business Owners Policy Insurance not cover?
- What happens if I need to make changes to my policy?
- How do I know if my business needs a CPP?
- How is a Commercial Package Policy different from a Business Owner's Policy (BOP)?
- Can I customize my Commercial Package Policy Insurance?
- What does Commercial Package Policy Insurance not cover?
- How long do employees have to file a Workers' Compensation claim?
- Can employees sue their employer if they have Workers' Compensation Insurance?
