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Modern Financial Wellness is the podcast dedicated to helping you feel better about your finances. We will explore the psychology of money and delve into the emotional aspects that shape our financial decisions and how we feel about them.
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Financial Finesse Financial Coaches work with people from all walks of life and have literally seen it all! They’ve supported employees and participants (and their families) through debt, cash flow, and credit challenges, buying homes, growing their families, marriages and divorces, retirement planning, and more. Through guest interviews, your host Liz Davidson, founder and CEO of Financial Finesse, will share life-changing stories of financial transformations experienced by everyday people ...
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Welcome to 1715 Treasure Coast Financial Wellness , a dynamic and insightful podcast designed to guide you through the intricate landscape of wealth management and financial growth. We believe that understanding and managing your finances should be an empowering journey, and our show is here to provide you with the knowledge and strategies to achieve just that. Join us for engaging conversations with seasoned wealth advisors, financial planners, investment experts, and successful entrepreneu ...
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A holistic spin on how to up level your finances.
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The Financial Wellness Podcast (TFWP) is designed to give listeners the tools they need for financial success every week. The host, David R. Hagen, was a bankruptcy attorney for more than 30 years and helped thousands of people with their financial challenges. TFWP is designed to deliver to you the roadmap to financial success. Listen in this week to hear what Dave has to say about achieving financial wellness
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Welcome to the financial wellness podcast, where we discuss all kinds of financial principles, concepts, and products. Our aim is to make money matters, simple again. Brought to you by wealthstack.ca.
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Are you ready to change your financial life? Join the UFWC (UnTrapped Financial Wellness Challenge! Get money and tax wisdom with the book "Are You Money Trapped? 10 Ways to Color Yourself Free" by Shelia Johnson, EA. The book is based on a simple 40 question quiz. You can take the quiz at AreYouMoneyTrapped.com or in the book. Remember to consult a professional for your specific needs.
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Psychology-informed financial coach and Financial Behavior Specialist®, Carrie Friedberg interviews experts on topics ranging from wealth building, earning, aging, happiness and conscious spending, the art of accountability and so much more. Carrie Friedberg, the SF Money Coach, teaches individuals, couples and small business owners all over the world how to feel confident & intentional with their money.
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Financial Grownup is taking the podcast up a notch with a new focus on Financial Wellness. Bobbi shares the behind the scenes evolution of the podcast and why we need to be talking more about the ties between mental and emotional health and our money.
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The podcast dedicated to helping physicians in Michigan turn their professional success into financial success, while enjoying life along the way. CERTIFIED FINANCIAL PLANNER™ professionals Andrew Musbach and Trent DeBruin share actionable guidance on personal finance topics most relevant to Michigan physicians. The show covers areas such as retirement planning, investing, insurance, estate planning, reducing taxes, managing cash flow, saving for college, and more.
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.
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The Heart of Your Money podcast! Join JML Financial's Joe Yocavitch and his son Michael Yocavitch each episode for solid financial and retirement planning guidance. The JML team has been helping families in Cherry Hill and the surrounding communities retire successfully for more than three decades. Each show, they'll explore important financial concepts and teach you how to avoid crucial mistakes as you approach and go through retirement. If you have questions, call the team at 856-751-1771 ...
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Financial Wellness Show - Improve the Health and Wealth of Your Money
Hosted by Steve Stewart with other Financial Coaches and Experts in Persona
The Financial Wellness Show is here to help improve the health and wealth of your money. This show is for anyone wanting to take simple, actionable steps towards making their money go farther and to accumulate more wealth for their future. The most respected Financial Coaches and subject-matter guests discuss various topics from spending, saving, retirement, and making wise purchases. Oh, and we show you how to get out of debt too. To contact a coach visit http://FinancialWellnessShow.com/Fi ...
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Finding Financial Freedom with The Frugal Physician - Finance, Wellness, Budget, Student Loans, Wealth, Doctor, Fitness, Money
Dr. Disha Spath, MD, FACP
Financial Freedom and Peace of Mind. For all of us. A podcast by The Frugal Physician for healthcare professionals looking to get their financial house in order and design their ideal lives.
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Hosted by: Dr. Disha Spath Guest: Sean Mullaney, Advice-Only Financial Planner and Author of The Solo 401k: The Solopreneur’s Retirement Account This episode is sponsored by PearsonRavitz– Helping physicians safeguard their most valuable assets. This episode is also sponsored by FacetWealth– Discover how Facet is transforming financial planning for…
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Join the conversation as we explore the future of wealth management in 2025! In this Podcast, we'll dive into the latest trends, innovations, and predictions shaping the industry. From AI-powered investment tools to sustainable investing, we'll cover it all. Whether you're a financial advisor, investor, or simply interested in staying ahead of the …
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In this episode, I welcome Adrian Brambila and Dr. Brad Klontz to discuss their new book, "Start Thinking Rich: 21 Harsh Truths to Take You from Broke to Rich" and to talk about the mindset that may be keeping you poor. Dr. Brad Klontz is a clinical psychologist and Certified Financial Planner, and Adrian is a former professional dancer, now entrep…
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Meet Juan: a resilient first-generation immigrant from Honduras whose early relationship with finance might sound familiar to some. Growing up in a family that feared spending money, he learned early on to avoid financial products, including credit cards. Juan yearned for a career in acting, but when he graduated college, his dreams were abruptly h…
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In this episode of Finding Financial Freedom with The Frugal Physician, host Dr. Disha Spath sits down with Dr. Jordan Grummet, a distinguished physician and the creator of the award-winning Earn & Invest podcast. Together, they explore Dr. Grummet’s latest book, The Purpose Code, which provides an inspiring and practical guide for those seeking to…
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Are you considering hiring a financial advisor to help you manage your wealth, but wondering what the true cost will be? In this podcast, we dive into the real costs associated with hiring a financial advisor, from commissions and fees to the potential long-term benefits. From understanding the different types of financial advisors and their pricin…
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Ep74: Holistic Stress Management for Heart Health: Cardiologist’s Guide to Meditation and Spiritual Wellness
53:15
In this episode, Dr. Disha Spath discusses heart health and stress management with cardiologist Dr. Disha Mookherjee. Dr. Mookherjee shares insights into reducing stress and preventing heart disease through meditation, spiritual wellness, and holistic approaches. Rooted in personal experiences and 20 years of practice, she reveals actionable techni…
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Are you tired of watching your hard-earned retirement savings dwindle due to taxes? Learn how to maximize your retirement savings with tax-efficient investing strategies in this podcast! Discover the secrets to minimizing taxes and maximizing your nest egg, so you can enjoy a worry-free retirement. From understanding tax implications to optimizing …
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In this episode of Finding Financial Freedom with The Frugal Physician, Dr. Spath is joined by Dr. Rikki Racela, a neurologist based in Englewood, NJ. Dr. Racela shares his journey from financial illiteracy to financial empowerment, discussing the mistakes he made early in his career—like falling into the trap of whole life insurance, pushed by a f…
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Are you dreaming of retiring in the sunny state of Florida? Look no further! In this comprehensive video guide, "How To Retire In Florida (2024 STEP-BY-STEP GUIDE)", we break down everything you need to know to make your retirement dreams a reality. From choosing the right location and understanding the cost of living to navigating healthcare optio…
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Ep72: Former Reporter, Sammi Sosa Norman, Quit Her Job, Paid Off Debt, and Became a Financial Coach
56:43
Dr. Disha welcomes Sammi Sosa Norman, founder of Skate2Wealth, to discuss her inspiring journey from financial struggle to financial freedom. Growing up in a low-income household, Sammi witnessed firsthand the challenges of money management. Despite accumulating over $150,000 in student loan debt and initially living paycheck-to-paycheck as a journ…
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Retirement isn’t just about stepping away from the workforce. It’s about securing your financial future, maintaining peace of mind, and ensuring that you can truly enjoy the next chapter of your life. In today’s episode of Financial Wellness at Work, Financial Finesse coaches Julie Everett and Linda Robertson chat with Jill, a newly retired employe…
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Are you feeling frustrated with your financial advisor? You’re not alone! In this podcast, we dive into the common reasons why many people feel dissatisfied with their financial advisors and provide you with essential tips on how to find a GOOD one. Discover the key qualities to look for, the questions you should ask, and the red flags to avoid whe…
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Saving for college can feel like a daunting challenge for many parents, especially with tuition costs rising faster than inflation. In this episode, Dr. Disha breaks down a variety of college savings options and discusses the pros and cons of each, along with their impact on financial aid eligibility. From the popular 529 plans and prepaid tuition …
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In this insightful podcast, we delve into effective strategies for positioning your investment portfolio ahead of the upcoming election. With political shifts influencing market trends, it's crucial to understand how to navigate these changes to safeguard and potentially enhance your financial future. Join us as we explore: - The impact of election…
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Are you ready to unlock the secrets to financial success in 2024? In this podcast, we reveal how to get help of the best financial advisor. Learn essential tips and strategies that will set you on the path to financial freedom. Discover investment opportunities, wealth-building techniques, and expert advice tailored for today’s financial landscape.…
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So many are working towards retirement, but will you feel fulfilled when work no longer defines you? In this episode, I talk to Jeff Bernier, a seasoned financial planner, Founder of Tandem Growth Financial Advisors, and host of the "Money & Meaning" Podcast. Jeff brings over 37 years of experience and shares insights from his book, "The Money in M…
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Dr. Disha highlights how real estate investing aligns with her values and offers a powerful way to build wealth. She emphasizes the financial benefits of rental properties, including monthly cash flow, leveraging loans for greater returns, and protection against inflation. Additionally, she breaks down key tax advantages like depreciation and 1031 …
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In this essential podcast, "Financial Planning for Athletes: Secure Your Future (2024)", we dive deep into the crucial financial strategies that every athlete needs to consider for a prosperous future. Whether you're a seasoned professional or just starting out in your athletic career, understanding how to manage your finances is key to long-term s…
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Meet Ben, a man faced with many crossroads on his financial journey. Reflecting on his early work experience as a commercial fisherman, his struggles with debt during his first marriage, and the difficult decision to file for bankruptcy, Ben learned about money management like so many of us have: the hard way. Despite using various tools to manage …
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Dr. Disha tackles a recurring question in physician finance groups: “Can I afford this house?” Using a case study of the Smith family, she walks through the key financial ratios—HR1 (housing costs) and HR2 (debt-to-income)—that determine whether a home purchase is financially sustainable. Despite a $300K annual income, the family’s student loan and…
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Danielle’s professional journey is the perfect example of how financial coaching can completely transform one’s life. She is joined today by her financial coach, Doug Spencer. The pair discuss why financial coaching starts at home, why our founder Liz Davidson’s book is the perfect foundation for financial literacy, how their parents have influence…
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In this episode, I talk to Kim Jones, who shares her journey from a senior executive role in a Fortune 250 company to becoming a coach dedicated to helping individuals align their careers with their values and purpose. We discuss the psychological and emotional aspects shaping financial decisions and career paths, highlighting the prevalent issue o…
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In this podcast, we dive deep into the world of fee-only wealth management and how it can help you build wealth in 2024. Discover the advantages of choosing a fee-only advisor over traditional commission-based financial planners, including transparency, trust, and tailored financial strategies. We will explore proven techniques and strategies that …
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Sarah Catherine Gutierrez, a certified financial planner and founder of Aptus Financial, joins Dr. Disha Spath to discuss practical financial strategies for physicians. Sarah emphasizes the importance of non-conflicted, fee-only advice and the power of automating finances to ensure long-term wealth building. Key takeaways include paying yourself fi…
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Are you ready to secure your financial future? In this podcast, "Retirement Planning Tips for a Secure Future (2024)," we provide you with essential strategies to help you effectively plan for retirement. Whether you're just starting your career or approaching retirement age, these tips will guide you through the process of building a stable and pr…
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Dr. Disha Spath and Dr. Tarang Patel address the controversial topic of nurse practitioners’ expanding roles in healthcare. The discussion is sparked by a recent article that highlights concerns over the quality and adequacy of NP training. Dr. Patel discusses the implications of NPs practicing autonomously without sufficient oversight, emphasizing…
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Are you a high earner looking to maximize your 401k contributions? In this podcast, we dive into essential 401k tips specifically designed for individuals with high incomes. Learn about strategies to effectively boost your retirement savings while taking advantage of tax benefits. We’ll cover topics such as contribution limits, catch-up contributio…
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In this episode, I talk to Erika Wasserman, Your Financial Therapist, to explore the relationship between money and emotions. Erika shares her journey from learning finances from her father to a dynamic career that included significant life transitions, such as marriage, children, divorce, and inheriting assets. Through these experiences, Erika dee…
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Are you ready to take control of your finances and achieve the financial freedom you've always dreamed of? In this video, "How to Achieve Financial Freedom through Effective Planning in 2024," we will guide you through essential strategies and actionable steps to help you reach your financial goals. Join us as we explore the importance of budgeting…
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Dr. Nirav Shah returns to discuss the often-overlooked field of medical expert witness work, revealing how physicians can use their expertise to earn substantial side income while maintaining their ethical standards. Dr. Shah recounts his initial foray into the courtroom, offers insights into the financial structure of this work, and discusses the …
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Real Stories Ep 54: Real $tories Live! Exploring the Link between Mental and Financial Health
52:50
A recent survey finding from the American Psychological Association (APA) unlikely to surprise you: 64% of Americans report money as a significant source of stress in their lives. Today’s episode explores this connection between mental health and finance with a live panel discussion on tips, challenges, and resources when it comes to nurturing our …
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If you’re looking to improve your financial well-being, it’s important to understand the impact of your financial attitudes or “money scripts” on your future. In today’s episode, you’ll discover that, with the right support and financial plan in place, you can rewrite these money scripts and take control of your financial destiny! Julie Everett is …
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Discover why financial planning is a game changer for your future in our latest video, "Why Financial Planning is a Game Changer for Your Future." In this insightful episode, we delve into the critical importance of effective financial planning and how it can open up new opportunities for you. Learn how setting clear financial goals, managing your …
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Ep64: Exploring How Alexander Hamilton's Financial Genius Led to the Creation of the Federal Reserve
15:48
________ SUMMARY Starting with Alexander Hamilton's crucial role in establishing the early financial system of the United States, Dr. Disha explains how his legacy laid the foundation for the creation of the Federal Reserve in 1913. The episode covers the Fed's tools for managing the economy, including the federal funds rate, reserve requirements, …
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In this podcast, "Navigating Market Volatility - Financial Advice for Uncertain Times (2024)," we delve into the challenges posed by market fluctuations and provide practical strategies to help you thrive amidst uncertainty. Whether you're an experienced investor or just starting out, understanding how to navigate market volatility is crucial for p…
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In today's unpredictable economy, having the right financial guidance is more crucial than ever. In this video, we delve into expert financial advice tailored for uncertain times. Join our seasoned financial advisor as they share valuable insights on how to navigate financial instability, manage investments wisely, and safeguard your assets against…
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________ SUMMARY In this repurposed episode from the Earn & Invest podcast, Dr. Disha joins Doc G to discuss the financial implications of an election year. They explore how political uncertainty can impact personal finances, offering practical advice on maintaining financial stability amid the chaos. From understanding market fluctuations to long-…
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________ Dr. Disha discusses the SAVE Plan, a student loan forgiveness initiative introduced by the Biden administration, now embroiled in legal battles. The plan, designed to replace the REPAYE plan, offers significant concessions to borrowers but has faced lawsuits from Republican-led states. With parts of the plan temporarily blocked and the iss…
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Looking for the best financial advisor in Stuart, FL to guide you towards financial freedom? Look no further! Our financial advisory services in Stuart, FL are tailored to help you achieve your financial goals and secure your future. Watch this video to learn how our expert advisors can be your key to financial success. Start your journey to financ…
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Learn how to achieve financial success through expert wealth management in this informative podcast. Discover valuable tips and advice from seasoned professionals that can help you effectively grow and protect your wealth. Whether you're new to investing or looking to optimize your current financial strategy, this video will provide you with the gu…
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EP: 017 "F.I.R.E for Dummies" w/ Author Jackie Cummings Koski
1:04:31
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1:04:31
On this episode I talk to the author of the new book "F.I.R.E for Dummies", Jackie Cummings Koski, CFP®️. Jackie's road to an early retirement in her forties began with a wake-up call during her divorce. She walks us through her journey from conquering her fear of the stock market by joining an investment club, educating herself on the ins and outs…
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________ Dr. Disha interviews Dr. Cory Fawcett about his remarkable adventure of cycling across America. Dr. Fawcett, who retired early thanks to savvy financial planning and real estate investments, talks about the logistics, challenges, and rewards of the 49-day journey from San Diego to St. Augustine. He emphasizes the importance of living life …
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Discover the shocking truth about financial advisors and their crucial role in helping you achieve your financial goals. In this eye-opening podcast, we delve into the responsibilities and impact of financial advisors in guiding you towards financial success. Learn why choosing the right advisor can make all the difference in reaching your goals an…
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Learn how to unlock your financial potential with fee-only wealth management in 2024. Discover the benefits of working with financial experts who prioritize your best interests without hidden fees or commissions. Take control of your financial future and make informed decisions to secure your wealth. Listen to find out how fee-only wealth managemen…
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________ Dr. Sanghamitra Sadhu, a nephrologist and entrepreneur, shares her journey to developing a lean private practice model aimed at reducing burnout and enhancing job satisfaction. By minimizing overhead costs and maximizing patient care, Dr. Sadhu has found a way to thrive in her medical career while maintaining a healthy work-life balance. S…
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Learn how to unleash your wealth potential with these effective strategies for 2024. In this video, we delve into key wealth management techniques that can help you optimize your financial growth and secure your future. Discover actionable steps to boost your income, invest wisely, and achieve financial freedom. Don't miss out on this opportunity t…
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Managing your wealth is a crucial aspect of securing your financial future. One of the key decisions in this process is choosing the right financial advisor. The importance of this choice cannot be overstated, as it directly impacts your financial well-being. A skilled and trustworthy advisor can provide invaluable guidance, helping you navigate co…
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Who do you turn to when a financial crisis hits? During this episode, Jennifer joins us to share her story of building a relationship with an expert before finding herself in a time of crisis. Starting with her transition from working in academia to taking on a corporate role, Jennifer shares the highlights of her path to creating more financial se…
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Ep59: Slow FI vs. Traditional Retirement: Why Jessica and The Fioneers Chose the Road Less Traveled
37:24
________ Dr. Disha interviews Jessica, a full-time adventurer and co-founder of The Fioneers. Jessica shares her journey from struggling with financial instability to embracing Slow FI (Slow Financial Independence) through The Fioneers. They discuss the differences between traditional FI, FIRE (Financial Independence Retire Early), and Slow FI, emp…
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