最高の Financial Strategies ポッドキャスト (2024)

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26. How to Prep Your Marketing for Tax Season 15:58

19d ago15:58

15:58

This week, I’m wrapping up the year with tips to help tax professionals prepare their marketing for tax season. Tax season can be overwhelming, and marketing often gets pushed to the back burner. But taking a break can lead to disengaged audiences and a tougher time rebuilding momentum later. This episode is all about how to stay consistent—even wh…

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Don’t Gamble With Your Nest Egg: Lessons From Your Favorite Game Shows 6:50

27d ago6:50

6:50

Everyone loves a good game show. Whether it’s spinning the big wheel or hitting the buzzer with all the right answers. But what happens when people turn their retirement planning into a game? Spoiler alert: it’s not always a win! In this episode, we tackle the risky moves people make when they treat their finances like a game of chance. Instead of …

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Embracing Financial Freedom: Transformative Insights from "Rich Dad, Poor Dad 12:34

27d ago12:34

12:34

Send us a text Can you really break free from the financial constraints of the 9-5 grind? Discover the transformative power of financial literacy as we channel the wisdom of Robert Kiyosaki's "Rich Dad, Poor Dad." This episode promises to reshape your understanding of wealth and work by challenging conventional financial wisdom. We dissect the diff…

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25. How to Prioritize Activities and Increase Focus with Diana Alt 34:03

26d ago34:03

34:03

Focus and prioritization are essential skills for professionals and business owners who juggle multiple responsibilities. Identifying what’s truly important and dedicating time to it can be transformative for productivity and well-being. In this episode, I chat with Diana Alt, an executive coach and career growth strategist, about how to prioritize…

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Divorce and Widowhood: Financial Changes When You Become Single 5:20

1M ago5:20

5:20

If you find yourself newly single, it can be an incredibly difficult time emotionally. Add in the major financial changes that happen during this transition and it becomes overwhelming for anyone to try to navigate on their own. Today, we are going to be talking about three things that a divorcee or widow can do to get a hold on their f…

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24. Inside My First Big Event: Highlights from FinCon 9:42

1M ago9:42

9:42

This week, I’m sharing my experience attending FinCon 2024—a conference for financial creators in Atlanta, Georgia. From connecting with like-minded professionals to reflecting on my goals as a financial marketer, this episode gives you a behind-the-scenes look at my first in-person conference experience. In this episode, I chat about: Why I Attend…

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Unlocking Financial Wisdom: Embracing Compounding, Tail Events, and Defining "Enough" for Lasting Wealth 15:38

1M ago15:38

15:38

Send us a text Can you truly understand the magic of compounding and what it means for your financial future? This episode promises to unravel the intricate dance between money and psychology, inspired by the insights from the YouTube video "The Psychology of Money in 20 Minutes" by Escaping Ordinary. We dive into the idea of "financial DNA," explo…

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QCDs: Who They’re For, How They Work & Key Benefits 6:02

1M ago6:02

6:02

Are you looking for ways to make the most of your retirement savings while also supporting a cause you care about? In this episode, Erik dives into the ins and outs of Qualified Charitable Distributions (QCDs), a smart financial strategy that allows retirees to fulfill required minimum distributions (RMDs) while reducing taxable income. You'll lear…

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23. Networking, Branding, and Building Trust with Toni Brown 33:05

1M ago33:05

33:05

Personal branding and networking are essential tools for professionals to grow and sustain their businesses. Authenticity, storytelling, and consistency are key to building a brand that resonates with audiences and stands out in competitive industries. In this episode, I chat with Toni Brown, founder of Sky Media Group, who shares her expertise on …

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Decoding Mental Biases: Unlocking the Secrets to Mindful Decision-Making 35:11

1M ago35:11

35:11

Send us a text Curious about the hidden forces driving your decisions? Discover the secrets behind cognitive biases and how these mental shortcuts influence your everyday life. We'll unravel the mysteries of cognitive dissonance and the spotlight effect, exposing how they shape your perceptions and interactions. From the anchoring effect's sway ove…

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Embracing Life's Twists: Unlocking Your Unique Calling Through Unexpected Journeys inspired by Jeff Goins' "The Art of Work. 17:30

1M ago17:30

17:30

Send us a text What if your deepest calling isn't a clear, singular path, but a journey shaped by your life's defining moments? Join us as we promise to unravel the surprising truths about discovering your purpose, inspired by Jeff Goins' "The Art of Work." Through captivating stories of unexpected turns and transformations, like Garrett Rushmiller…

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Silent Success The Art of Intentional Wealth 11:31

2M ago11:31

11:31

Send us a text Unlock the secrets of financial serenity as we chat with financial expert Tay Kim about the intriguing lives of quiet millionaires. These individuals are proof that true wealth is about more than just numbers—it's about living life with purpose and intention. Discover how they navigate the world with understated elegance, making inte…

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The Power of Diversifying Your Retirement Accounts By Taxability 13:11

2M ago13:11

13:11

If you could save tens of thousands of dollars in taxes every year, you’d have more freedom to pursue what truly matters- whether it's travel, hobbies, or leaving a financial legacy. In this episode, Erik explains how diversifying your retirement accounts by taxability can help you do just that. By building a mix of IRAs, 401(k)s, Roth IRAs, and no…

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Uncovering Your Financial DNA: Mastering the Psychology of Wealth and Happiness 15:38

2M ago15:38

15:38

Send us a text Discover how your childhood experiences might be influencing your financial decisions today. We'll explore the fascinating intersection of psychology and finance, using stories like Warren Buffett's to highlight the immense power of starting investments early and the magic of compounding. Through the unpredictable tales of Bill Gates…

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Mastering the Trapeze of Business Finances: Essential Lessons for Aspiring Entrepreneurs 7:29

2M ago7:29

7:29

Send us a text Ever thought leaving the corporate grind behind was the hard part of entrepreneurship? Think again. In our latest episode, we promise to transform your understanding of business finances with ten essential lessons that no one teaches in business school. From the critical importance of separating personal and business finances to navi…

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22. Behind the Scenes Wrapping up the Year & Prepping for a New Year in Business 15:55

2M ago15:55

15:55

I take you behind the scenes of my year-end wrap-up and share insights into how I prepare for the new year in business. If you're a business owner, especially a financial professional, this episode is packed with actionable tips on optimizing your operations, refining your marketing, and setting up for a successful year ahead. In this episode, I ch…

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Visualizing Wealth: Unleashing the Power of Imagination to Transform Reality 5:04

2M ago5:04

5:04

Send us a text What if your mind holds the secret to unlocking wealth and prosperity? Our latest podcast venture explores the intriguing intersection of psychology, personal development, and a touch of neuroscience to see if visualizing success can actually shape our reality. Join us as we navigate through the captivating concept of wealth visualiz…

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Unblocking Your Path to Wealth: Overcoming Money Blocks for Financial Empowerment 5:07

2M ago5:07

5:07

Send us a text Is your mindset blocking your path to financial freedom? Discover how deeply ingrained beliefs about money might be holding you back. We explore the fascinating concept of money blocks, those subconscious barriers that prevent us from achieving financial success. Tune in as we unpack the origins of these blocks, such as the notion th…

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Charting Your Course to Financial Freedom: The Pirate's Guide to Slashing Expenses 4:48

2M ago4:48

4:48

Send us a text Prepare to embark on a financial journey like no other as we set sail with The Pirate's Guide to Slashing Expenses. Promising a treasure trove of money-saving tips, we explore how a touch of humor and a dash of daring can make managing your finances feel more like an adventurous quest than a tedious chore. Discover how negotiating bi…

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21. What's Going on In the World of Social Media Marketing October Edition 14:34

2M ago14:34

14:34

What’s going on in the world of social media marketing? Social media marketing is constantly evolving, and staying up-to-date is crucial. Let’s dive into the latest updates across three major platforms: Instagram, LinkedIn, and Threads. These insights will help you understand what’s currently working on each platform and how you can use these strat…

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Charting Your Financial Independence: Mastering Dividends, Digital Products, and Affiliate Marketing 5:34

2M ago5:34

5:34

Send us a text Ever dreamt of unlocking the secrets to financial independence? What if we told you there's no magic involved, just smart strategies to build passive income? In this episode of Pirate's Guide to Passive Income, we chart a course through the world of dividend investing, digital products, and affiliate marketing. Discover why it's not …

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Harnessing Your Unique Brand: Transforming Insights into Income in the Digital Age 7:45

2M ago7:45

7:45

Send us a text Unlock the blueprint to transforming your unique insights into a personal brand that not only resonates but also generates income. Wealth Whispers unveils how your distinct experiences and skills can become your most valuable asset in the 21st-century digital landscape. We dissect what personal branding truly entails and why it's the…

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Navigating Treasure Island Investing: Uncovering Hidden Gems for Explosive Potential 4:05

2M ago4:05

4:05

Send us a text Unlock the secrets of Treasure Island investing and discover how to uncover hidden gems with explosive potential that are overlooked by the masses. Imagine venturing into uncharted territories of the investment world, where competition is low but the possibility of high returns is abundant. Join us as we explore emerging niches like …

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20. How to Find Work/Life Harmony for Increased Joy & Profitability with Simone Little 16:41

2M ago16:41

16:41

Do you want to know how you as an entrepreneur can find work-life harmony for increased joy and profitability? In this episode, I sit down with Simone Little. Simone shares her insights on blending personal and business goals, the importance of creating systems, and how to prevent burnout, particularly for financial professionals heading into busy …

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Cultivating the Wealth Mindset: Transforming Challenges into Opportunities for Financial Success 21:09

2M ago21:09

21:09

Send us a text Unlock the secrets of wealth creation with insights from the habits and mindsets of self-made millionaires. Ever wondered how 88% of millionaires have crafted their fortunes independently? This episode uncovers the transformative power of the millionaire mindset, where challenges morph into opportunities and persistence becomes the k…

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Turning Everyday Routines into Wealth: The Path from Ordinary to Millionaire Success 3:14

2M ago3:14

3:14

Send us a text What if the key to becoming a millionaire was hidden in the ordinary routines of everyday people? Get ready to be inspired by the incredible tales of unexpected wealth builders like a frugal school janitor and a barista with a knack for dog walking. These are not stories of overnight success, but of patience, consistency, and clever …

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19. Tales of Finance: Storytelling Strategies for Financial Experts 11:39

2M ago11:39

11:39

What if your clients could see the real person behind the spreadsheets—what difference would that make in building trust? As a financial professional, how often do you share your personal journey or success stories with your clients? And when was the last time you thought about how your own story could help potential clients relate to you and choos…

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18. Marketing Before the Madness: Preparing Your Financial Firm for the Busy Season 16:09

3M ago16:09

16:09

Don’t wait until you’re overwhelmed to outsource your marketing. Invest the time now to ensure your marketing is not just surviving but thriving during peak seasons. In this episode of the Simplified Marketing Podcast, I discuss the importance of outsourcing your marketing strategy well ahead of your financial firm's busy season. In this episode, I…

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Awakening Your Inner Power to Achieve Greatness Napoleon Hill's "Think and Grow Rich" 11:58

3M ago11:58

11:58

Send us a text What if the secret to your success lies in the power of your thoughts? Discover the groundbreaking principles of Napoleon Hill's "Think and Grow Rich" as we unravel how thoughts, intense desire, and unyielding persistence can turn your aspirations into reality. This episode will guide you through Hill's six-step roadmap to success an…

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Unlocking Your Financial DNA: The Psychology of Wealth and Success 12:45

3M ago12:45

12:45

Send us a text Unlock the secrets of your financial DNA and transform the way you think about money. How do our experiences and the time we grew up in shape our financial habits? We unravel these mysteries as we explore the psychology of money, drawing insights from the eye-opening video by Escaping Ordinary. Discover how the powerful forces of com…

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17. How to Simplify Your Marketing with SEO with Stephanie Bilinsky 26:50

3M ago26:50

26:50

What is SEO? What does it mean? How does it work? How do you use SEO in your marketing? Learn how to Simplify Your Marketing with SEO. In this episode, I sit down with Stephanie, an SEO copywriter and founder of Brandscended. She helps small businesses connect with their dream clients by crafting high-quality SEO-optimized content that establishes …

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16. Real Talk: Templates & Onboarding 14:14

3M ago14:14

14:14

I used to run a segment called Real Talk Tuesday, where I shared the raw truths of marketing in a respectful way. I believe that “you don’t know what you don’t know,” and I think it’s time we dive into a couple of topics that need addressing. In this episode of the Simplified Marketing Podcast, we dive deep into two critical topics in social media …

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How Do You Become Tax Efficient in Retirement? 19:06

3M ago19:06

19:06

People talk all the time about tax efficiency in retirement, but what does that truly mean and why does it matter? It’s much more than a buzzword; it’s a vital strategy for preserving more of your money in retirement. Today we’re going to explain why tax efficiency matters, the risks of not being tax efficient, and strategies for becoming tax effic…

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15. Why I Am Shifting to a Boutique Agency Model 16:10

3M ago16:10

16:10

I share some exciting updates and a new direction for my business. After taking a 5-week break from podcasting, I reflected on the importance of listening to yourself and making the best decisions for your personal and business growth—even when it means stepping away from the hustle. I dive deep into the concept of embracing change in entrepreneurs…

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Should You Rollover Your 401k Into an IRA? 17:29

4M ago17:29

17:29

Are you nearing retirement or thinking about changing jobs? One of the most common questions people face is what to do with their 401(k). Should you keep it where it is, or roll it over into an IRA? In this video, we’re going to discuss the reasons you might want to rollover your old 401k today. Here’s what we discuss in this episode: 0:00 – Intro …

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Is Social Security Going to Run Out? 17:53

4M ago17:53

17:53

One of the most common questions we get is about Social Security and whether it’s going to run out. If you only read headlines, it seems to be a valid concern. But what’s the reality of the situation and how does it impact you when it’s time to file for Social Security? Here’s what we discuss in this episode: 0:00 – Intro 1:43 – 2024 Trustees Repor…

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Mindfully Aligning Your Finances: Transforming Spending into a Pathway to True Wealth 31:17

4M ago31:17

31:17

Send us a text How would your financial life change if every dollar you spent aligned perfectly with your true values and long-term goals? Tune into the Wealth Whisperer Podcast as we explore the transformative power of mindful spending. Discover how being intentionally present in your financial decisions can drastically improve your financial heal…

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Inherited IRA Changes You Need to Know About 16:00

4M ago16:00

16:00

Recent rule changes have made it more crucial than ever to understand the tax implications and distribution timelines associated with inherited IRAs. Listen in as Erik and Ben break down the latest IRS rule changes affecting inherited IRAs, including the newly condensed 10-year distribution timeline. They explore the implications of these rules for…

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the Millionaire Mindset Breaking Down the Psychology of Wealth 20:13

5M ago20:13

20:13

Send us a text Unlock the potential of your financial future as we explore the millionaire mindset with Dr. Jane Smith. Discover how traits like resilience, strategic risk-taking, and long-term vision can shape your wealth-building journey and align with your deepest values. Wealth isn't simply about numbers; it's a reflection of character and perc…

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14. My Marketing Strategy for August: Slowing Down 9:25

5M ago9:25

9:25

August is here and so is vacation time. During this episode, I discuss my plans to take a break in August from my business and marketing. I share my strategy for maintaining a minimal marketing presence and how to make the most of a summer hiatus. In this episode, I chat about: Importance of Taking a Break Scheduled Breaks Content Strategy for Augu…

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Achieving Financial Freedom: The Path to Early Retirement and Parental Harmony 14:21

5M ago14:21

14:21

Send us a text Imagine achieving financial freedom decades ahead of the traditional retirement age. Are you ready to learn the secrets to making this dream a reality? In our latest episode of Wealth Whisper, we embark on a transformative journey into the realm of Financial Independence and Early Retirement (FIRE). Discover how high savings rates, f…

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13. Simplifying Your Email Marketing with Shannon Vonderach 31:09

5M ago31:09

31:09

Many business owners underestimate the power of email marketing. They often rely solely on social media to promote their businesses. But social media shouldn't be the only marketing channel you use. In this episode, I chat with Shannon Vonderach about all things email marketing and its essential role in business success. Join us as we explore the j…

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Surviving Financial Challenges with Unity and Wisdom 15:45

5M ago15:45

15:45

Send us a text What happens when life's unexpected turns throw your financial plans into disarray? Picture this: you and your partner are cruising along comfortably, then suddenly, a major financial setback hits. How do you cope? During this episode of the Wealth Whisperer podcast, we promise to arm you with indispensable strategies to navigate the…

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Building Wealth Through Smart Financial Choices 5:57

5M ago5:57

5:57

Send us a text Ever wondered why some people seem to attract wealth effortlessly while others struggle despite their hard work? Discover the transformative power of shifting from a scarcity mindset to one of abundance and learn how this mental shift can pave the way for unprecedented financial opportunities. Join me, Derek Gornicky, the Wealth Whis…

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12. Diversify Your Marketing: Don't Put All Your Eggs in One Basket 13:11

5M ago13:11

13:11

Let’s talk about a critical aspect of your marketing strategy: diversification. Unlike a single-channel marketing strategy where you focus on one channel, such as social media, a diversified marketing strategy uses multiple ways of reaching potential clients. For example, you might use social media AND email marketing. In this episode, I dive into …

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11. Enhancing Your Marketing with Video w/ Erika Jones 26:44

5M ago26:44

26:44

Video marketing is a powerful tool for financial professionals looking to enhance their marketing strategies. It allows you to showcase your expertise, personality, and business to a broader audience, making it a vital tool for connecting with clients outside your time zone or local community. In today’s episode, my guest, Erika Jones shares her ex…

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Harnessing the Wealth Mindset: Strategies to Magnetize Money and Master Financial Freedom 5:47

5M ago5:47

5:47

Send us a text Embark on a transformative journey with us as we reveal the secrets to unlocking a wealth mindset and the actionable steps to amass true riches. Ever wonder how some people seem to have a money magnet embedded within them? That's the power of mindset at work, and in today's episode, we're getting into the nitty-gritty of how yours co…

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10. Simplify Your Schedule: Theme Out Your Workweek 13:55

6M ago13:55

13:55

As financial professionals, your days are often filled with client work and if you haven’t outsourced your marketing then marketing your business and all the other things we have to do as business hours. This is why simplifying your schedule and having dedicated theme days and time blocking can reduce the overwhelm you may feel. In today’s episode,…

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9. Simplify Your Content Strategy: Step-by-Step Guide to Building a Content Hub 17:43

6M ago17:43

17:43

Imagine walking into a chaotic bookstore where books are strewn everywhere with no clear organization. Frustrating, right? You'd probably leave without finding the book you wanted. Now, picture walking into a cozy, well-organized bookstore where books are neatly categorized by genre and author, making it easy to find what you need and enjoy your vi…

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Combatting Popular Excuses For Poor Financial Decision-Making 16:23

6M ago16:23

16:23

Very often, we see people who know that the financial decisions that they’re making aren’t the best decisions, but they try to create excuses or explanations for why they’re doing what they’re doing. Let’s talk about why these excuses usually don’t hold water. Whether it’s procrastination, fear of market crashes, or misunderstanding Social Security…

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ポッドキャスト Financial Strategies

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