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Peeling Back Money and Life
1 minutes | Dec 3, 2020
Episode 46 - Break
In this episode I just want to say thank you to anyone that has listened to Peeling Back Money and Life. Truly appreciate it! At this time I will be take a break for the foreseeable future to narrow my focus and do some deep work to provide more impact to those that I serve and can serve. Thank you, again and take care.
8 minutes | Nov 26, 2020
#45 - What type of person are you?
In this episode we are going to be discussing several different types of people when it comes to handling their money. What type of person are you?
9 minutes | Nov 19, 2020
#44 - Guaranteed rate of return...?
In this week’s episode we are going to talk about how you can get a guaranteed rate of return wisely and when to question a guaranteed rate of return.
9 minutes | Nov 12, 2020
#43 - Teaching Kids About Money
In this week's episode we are going to talk about some practical tips and resources that you can use to talk with kids no matter what the age about money.
9 minutes | Nov 5, 2020
#42 - The Power of Emotions
In this weeks episode we are going to talk about your emotions. Are your emotions serving you in your life? How do you know whether they are or are not? Lets get into the power of emotions in our everyday life.
6 minutes | Oct 29, 2020
#41 - Becoming Rich......or Broke???
In this weeks episode we are going to talk about two different paths. The path to becoming rich and the path to becoming broke. Do you know which one you are on? The answer could surprise you.
9 minutes | Oct 22, 2020
#40 - How to Massively Improve Your Life
In this week's episode I am excited to talk with you about how you can massively improve your life starting today!
9 minutes | Oct 15, 2020
#39 - Mastering your Cash Flow
In this week’s episode, we are going to talk about how to master your cash flow. This is such an important piece in reaching financial freedom that will give you the personal freedom and flexibility that you want to have. This way you can live the life you want and do what you desire when you desire.
15 minutes | Oct 8, 2020
#38 - Steps in buying a car
In this weeks episode we will walk through important steps that you can walk through in order to make the best vehicle decision over the long-term.
19 minutes | Oct 1, 2020
#37 - Top Step in Buying a Home
In this episode we are going to go through 11 steps to buying a home the right way. It is important that you don’t rush into this big purchase. We will talk about things you can do, should do, and what mistakes you can avoid.
29 minutes | Sep 24, 2020
#36 - Step by Step Guide to Determine How Much to Have in Stocks and Bonds/Cash (aka asset allocation)
In this episode we will discuss a step by step guide to determining the percentage of how much you should have in stocks and bonds/cash. This is also known as asset allocation. As you will come to learn in this episode asset allocation is very important when looking at a projected long-term return of your investments. It is not an exact science but more of an art when determining from individual to individual what is right. Many great investors of our time will differ slightly in their recommendations. Show Notes
16 minutes | Sep 17, 2020
#35 - 10 Investing Rules of Thumb
In this week’s episode we are going to talk about 10 Investing Rules of Thumb. Use these 10 rules as a guide when you are making decisions. Show Notes
15 minutes | Sep 10, 2020
#34 - How to decide whether to pay off debt or invest
In this week’s episode, we are going to talk about using a framework that can help you decide whether to pay off debt or invest your money. We will go through the framework and follow that up with some tangible examples that you can relate to. This framework can also be used whether in other scenarios besides just deciding between debt or investing your money. Show notes
15 minutes | Sep 3, 2020
#33 - Top 7 financial decisions to get you to 7 figures
In today episode you will learn what are the most important actions that you can take today and as you go forward in order to provide you a life you desire. The flexibility, confidence, and freedom to do what you want. To live that fulfilling life you have always desired and deserve. Show notes
26 minutes | Aug 27, 2020
#32 - Types of Investment Accounts
In today’s episode we are going to talk about what investment vehicles aka accounts are available to you. We will discuss how you can navigate which one is best for you and where to initially start. Towards the end we will discuss some self-employed accounts as well. Accounts discussed: 401(k) or 403(b) up to the full employer match. HSA, if you are eligible. Employer’s plan if it has good investment options and low fees. IRA, either Roth or Traditional. Backdoor Roth IRA, if you’re not eligible for a regular IRA contribution. Taxable account Solo 401k SEP IRA SIMPLE IRA Show Notes
11 minutes | Aug 20, 2020
#31 - The basics of Credit
In this weeks episode we discuss credit 101. Specifically why it is important, how you can check your credit score, how you can build it up, and the top Do's and Don'ts. Show Notes
25 minutes | Aug 13, 2020
#30 - Top College Planning Strategies
In this week episode we will be discussing the top planning strategies you can take to get ready for college. This is good information for both parent and student. Enjoy! Show notes
16 minutes | Aug 6, 2020
#29 - Top 2 Ways to Save for College
In this episode we are going to be discussing the top two ways that you can save for college. Specifically we will be discussing mainly the use of 529 plans and taxable account also known as a brokerage account. Full show notes
20 minutes | Jul 30, 2020
28 - 7 Steps to take when choosing investments inside your 401k
In this week's episode we are talking about the steps you should take when choosing investments inside your 401k or any workplace retirement account. We will also discuss 5 big items affecting your investment success. Full show notes
17 minutes | Jul 23, 2020
#27 - What is Enough?
In this week's episode we discuss: How do you know how much is enough Why its so important to know your number What you should and shouldn't be focusing on Lastly, we will be talking about 3 types of people Full show notes
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