The Opportunity of Simple Index Investing with Nicole Meihofer - 195 This Week's Money Talking Points 1. What if I don’t want to manage my investments but want to do it on my own? One of the biggest concerns I hear from people eager to start investing is the fear of managing their portfolio themselves. The thought of constantly monitoring the market, deciding when to buy or sell, and understanding complex financial jargon can be overwhelming. But here’s the good news! You don’t have to be a...
13 days ago • 3 min read
How to Start Saving Money with Steve Short and Mark Schlipman - 194 This Week's Money Talking Points 1. How are you saving your money? In today’s episode, I kicked off our lively discussion with Steve Short and Mark Schlipman by diving straight into a question that’s on many people’s minds: “How are you saving your money?” Both Steve and Mark brought a wealth of experience and practical advice to the table, emphasizing that saving isn’t just about stashing away cash in a bank account. Steve,...
20 days ago • 3 min read
What if I Make a Financial Mistake with Monica Kaufman - 193 This Week's Money Talking Points 1. What’s a money mistake you’ve made? Let’s dive into something we all face but often shy away from discussing: money mistakes. I know firsthand how daunting it can be to admit when you’ve slipped up financially. In today’s episode with Monica Kaufman, a seasoned CFP® and founder of Harmony Wealth Academy, we opened up about our own blunders. Monica shared how, despite her extensive experience at...
27 days ago • 3 min read
10 Tips for “Adulting” with Money - 192 This Week's Money Talking Points 1. Which of the 10 tips would benefit you the most? For me, hands down, it’s tip number 10! Recognizing that true wealth is about more than just money. I used to be laser-focused on numbers, spreadsheets, and net worth. If you looked at my early budget meetings, you’d think joy was measured in percentages and compound interest alone. But over the last few years, I’ve come to realize that wealth, like joy, is deeper. It’s...
about 1 month ago • 2 min read
Planning for Taxes with Kyle Beltle - 191 This Week's Money Talking Points 1. How can we avoid taxes? When it comes to avoiding taxes, there’s a right way and a wrong way, and we're only talking about the legal kind of avoiding! Kyle and I dove deep into smart tax strategies that everyday people can use to reduce what they owe. Retirement accounts are the obvious place to start: traditional 401(k)s and IRAs can reduce your taxable income today, while Roth accounts give you tax-free growth and...
about 1 month ago • 3 min read
Financial Opportunities for Young Adults - 190 This Week's Money Talking Points 1. How can a financial planner or coach help you? When you're just starting out, money can feel like this overwhelming swirl of credit scores, debt, savings, and investing, and you’re expected to figure it all out on your own. That’s where a financial planner or coach can make all the difference. I recently finished my CFP® coursework and exam, so my head’s full of ways we can make money work for you. A...
about 2 months ago • 2 min read
Becoming a CFP® - 189 This Week's Money Talking Points What is a CFP? A CFP®, or Certified Financial Planner®, is someone who’s trained extensively to help individuals and families navigate nearly every area of their financial life, from budgeting and retirement savings to tax planning, insurance, investments, and estate planning. As I shared on the podcast, it’s a very broad and deep knowledge base. The whole purpose of becoming a CFP® is to develop the skills needed to build comprehensive...
about 2 months ago • 3 min read
The Benefit of Taking Mini-Retirements Often with Jillian Johnsrud - 188 This Week's Money Talking Points How can you take a mini-retirement? You don’t have to wait until you’re 65 to step away from work and live a little! A mini-retirement can be as simple as intentionally planning time off, think a month or more away from your primary job, not just a long weekend. I realized during my own recent career transition that I was in a mini-retirement myself without even fully realizing it. I left...
2 months ago • 3 min read
How to Ignore The News and Stick to Your Plan with Jonathan Blau - 187 This Week's Money Talking Points 1. What value does ignoring current events bring you? Let me tell you something I’ve learned: Ignoring current events can actually make you better at managing your money. Seriously. The moment I stopped letting every headline or hot take impact my decisions was the moment I started feeling more confident and clear-headed about my financial plan. And no, this isn’t about burying your head in...
2 months ago • 3 min read