In this video, I'm excited to introduce a new service our firm is offering – tax planning. No matter your age, income, goals, or filing status, taxes are a significant annual expense and a common concern for many of our clients. You asked, and we listened! We're now proud to…
In this episode of the Money Matters Podcast, we sit down with Dalene Higgins, founder of Elevate Finances and host of the Wealthy After 40 podcast, to explore her journey to financial independence and early retirement at age 50. Dalene shares actionable insights on budgeting, debt management, and overcoming financial…
Navigating Financial Conversations with Chris Wong | Money Matters Podcast Description: Welcome to another insightful episode of the Money Matters Podcast! Join host Christopher Hensley as he sits down with Chris Wong, a seasoned therapist and executive coach, to delve into the intricacies of managing financial conversations within relationships. In…
Learn about the importance of creating a will for your estate in this video. Discover the benefits of estate planning, including springing power of attorney and avoiding common mistakes. Take control of your financial future now! @AdamZuckermanInnovation
Welcome to today's episode of the Money Matters Podcast, where we dive deep into the waters of finance and come up with pearls of wisdom that keep your pockets full and your mind even fuller. In this episode, host Christopher Hensley is joined by Adam Zuckerman, a seasoned attorney and…
Explore the profound impact of retiring baby boomers on the labor market and inflation in today's economy. As boomers step back, the shift from saving to spending is driving inflation rates higher, signaling long-term economic shifts rather than short-lived trends. This short video delves into the structural reasons behind persistent…
🚀 Special thanks to Jason Hsu for his insights on "Money Matters"! 🌟 In this episode, we touched on the role of AI in addressing labor shortages—a fascinating topic among many others discussed. 🤖💡 🌍 We also delve into the challenges Europe faces without AI-driven firms and the potential advantages…
Welcome to Episode 317 of Money Matters: Inflation and Retirement in Emerging Markets In this riveting episode, Jason Hsu dives deep into the complexities of inflation and its long-term impact on retirement planning. With a focus on emerging markets. Jason provides invaluable insights that are a must-listen for pre-retirees and…
Learn how diversity and inclusion are empowering advisors in the financial services industry. Discover the importance of creating a diverse and inclusive workplace for financial advisors to thrive and succeed. Had the pleasure of hosting Melissa Reaktenwalt on the "Money Matters" podcast! 🎙️ She shared insights from her 18-year journey…
In this insightful episode of the "Money Matters" podcast, financial advisor Melissa Reaktenwalt shares her 18-year journey in the wealth management industry. She discusses her transition from the credit union sector to owning her own firm, the significance of ESG and SRI principles in values-based investing, and her role as…
🎥 Throwback Alert! 🎉 Discover the surprising impact of your morning news on your brain in just under 5 minutes! 🧠💡 In Episode 227, @MichelleGielan unveils intriguing research on how the news you consume can shape your entire day. Did you know that just 3 minutes of negative news in…
Discover how negative news impacts your brain! Michelle Gielan's research reveals a 27% increase in bad day risks after just 3 minutes of negative morning news. Learn strategies to enhance optimism and improve your day! In this enlightening episode, Michelle Gielan explores the significant effects of negative news consumption on…
Description: In this groundbreaking episode of Money Matters, host Chris Hensley dives deep into a transformative conversation with Eric Brotman, CEO of BFG Financial Advisors and the author of "Don't Retire, Graduate." Eric shares invaluable insights on how to rethink retirement planning, strategies for financial independence, and the steps you…
Welcome to Episode 314 of Money Matters, celebrating Financial Literacy Month with a special guest, Skyler Fleming from Money Talks. This episode dives into how crucial conversations about finances can significantly alter your economic perspective and future. In recognition of Financial Literacy Month, Skyler shares compelling stories and actionable insights…
A Look Back: Mastering Virtual Leadership with Empathy 🌐🔙 As we continue to navigate the ever-evolving landscape of the workplace, we're taking a moment to revisit one of our most insightful episodes, "How to Win Friends and Manage Remotely." This special flashback episode shines a light on the transformative power…
🚀 Unlocking the Ultimate Success Secret: Relationship Capital 🚀 Ever wondered why some people skyrocket to success while others, equally talented, barely get off the ground? It’s not about what you know, but WHO you know. Dive deep into the transformative power of Relationship Capital with us and discover how…
Join us in this enlightening episode of Money Matters, Episode 204, featuring renowned retirement planning expert Jamie Hopkins. In this special 'Best Of' highlight, we delve deep into the strategies that pave the way for a successful and financially secure retirement. 🔑 Key Takeaways: Early Planning: Learn why starting your…
Explore the intricate dance between Federal Reserve interest rate policies and your wallet in Money Matters Episode 220: Invest with the Fed, featuring Robert R. Johnson. Unpack the ripple effects of Fed decisions on everything from mortgage rates to the cost of bread and gas. Discover why perpetual low rates…
Maximize your Social Security benefits with expert Laurence Kotlikoff! Dive into secrets of maximizing returns & navigating divorce implications. Special thanks to Laurence Kotlikoff for joining us 3 times over the past decade, providing invaluable insights into Social Security strategies. This episode compiles essential advice from episodes 92 and 165…
Dive into retirement planning and stock market strategies with Wade Pfau on Money Matters. Uncover key insights on transitioning to retirement, managing market risks, and optimizing your financial security. In this captivating flashback to episode 182 of Money Matters, our host Christopher Hensley delves into the intricacies of retiring in…
Dive into an empowering journey with @thedianegilman as she debunks ageism and showcases the limitless potential of your later years. 🌟 Discover why age truly is just a number and how your wisdom can light up the world of social media. Watch, get inspired, and join us on 'Money Matters'…
Welcome to a special episode of "Money Matters," hosted by Christopher Hensley. This episode features the legendary Diane Gilman, the 'Jean Queen' herself, as she shares her vibrant journey and empowers us with her innovative approach to living a fulfilling life, regardless of age. 🌟 Episode Highlights: Dive into an…
Maximizing Career Opportunities for Doctors: Negotiating Multiple Job Offers Unlock the secrets to securing the best possible terms in your medical career. In this essential guide for emerging and established physicians, learn why getting multiple job offers is crucial and how not advocating for yourself can cost you significantly. Don't…
Empowering Physicians in Contract Negotiations: A Game-Changer Interview with Ethan Nkana Introduction: Welcome to a transformative episode of the "Money Matters" podcast, now available on YouTube! Today, we dive deep with Ethan Nkana, CEO of Rocky Mountain Physician Agency, who stands at the forefront of advocating for physicians at every…
