Wealth Redefined®

Practical discussions and insights on money with a modern approach to building wealth

Image for E101: Independent Contractor or Employee?

E101

E101: Independent Contractor or Employee?

May 5, 2021

Image for E100: 7 Lies We Tell Ourselves About Money (with Dan VanDusen)

E100

E100: 7 Lies We Tell Ourselves About Money (with Dan VanDusen)

Apr 21, 2021

Image for E99: Should I Get My Life or Disability Insurance From My Employer?

E99

E99: Should I Get My Life or Disability Insurance From My Employer?

Apr 14, 2021

Image for E98: What is a Custodian?

E98

E98: What is a Custodian?

Apr 6, 2021

Image for E97: What Does a Financial Advisor Actually Do?

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E97: What Does a Financial Advisor Actually Do?

Mar 24, 2021

Image for E96: Financial Benefits of Hiring Your Child

E96

E96: Financial Benefits of Hiring Your Child

Mar 17, 2021

Image for E95: How to Create a One-Page Financial Plan

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E95: How to Create a One-Page Financial Plan

Mar 10, 2021

Image for E94: Why Your Financial Plan is Wrong (And So Is Everyone Else's)

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E94: Why Your Financial Plan is Wrong (And So Is Everyone Else's)

Mar 3, 2021

Image for E93: Should I Invest in Target Date Funds?

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E93: Should I Invest in Target Date Funds?

Feb 24, 2021

Image for E92: PPP Round 2 Explained (for Small Business Owners)

E92

E92: PPP Round 2 Explained (for Small Business Owners)

Feb 10, 2021

Image for E91: Should I Play Around in the Stock Market?

E91

E91: Should I Play Around in the Stock Market?

Feb 3, 2021

Image for E90: How to Break Up With Your Financial Advisor

E90

E90: How to Break Up With Your Financial Advisor

Jan 27, 2021

Image for E89: Expanding your Business With Referral Marketing (with Tiffanie Kellog)

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E89: Expanding your Business With Referral Marketing (with Tiffanie Kellog)

Jan 20, 2021

Image for E88: What is a "Backdoor" Roth IRA?

E88

E88: What is a "Backdoor" Roth IRA?

Jan 13, 2021

Image for E87: My Three Words for 2021

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E87: My Three Words for 2021

Jan 6, 2021

Image for E86: What It's Like to Work With Me

E86

E86: What It's Like to Work With Me

Dec 30, 2020

Image for E85: Implementing Values-based Budgeting (with Bari Tessler)

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E85: Implementing Values-based Budgeting (with Bari Tessler)

Dec 23, 2020

Image for E84: The Solo 401(k) Plan — A Powerful Tool for Entrepreneurs

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E84: The Solo 401(k) Plan — A Powerful Tool for Entrepreneurs

Dec 16, 2020

Image for E83: End of Year Tax Planning (with Kim Padgitt)

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E83: End of Year Tax Planning (with Kim Padgitt)

Dec 9, 2020

Image for E82: Answers To All Your Mortgage Questions (with Brittany Green)

E82

E82: Answers To All Your Mortgage Questions (with Brittany Green)

Dec 2, 2020

Image for E81: How to Move Past the Money Issues You've Been Avoiding

E81

E81: How to Move Past the Money Issues You've Been Avoiding

Nov 25, 2020

Image for E80: Should I Start a Business With a Partner?

E80

E80: Should I Start a Business With a Partner?

Nov 18, 2020

Image for E79: A PPP Loan Forgiveness Update

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E79: A PPP Loan Forgiveness Update

Nov 11, 2020

Image for E78: What Do Presidential Elections Mean for Markets?

E78

E78: What Do Presidential Elections Mean for Markets?

Nov 4, 2020

Image for E77: Reviewing Your Credit Report

E77

E77: Reviewing Your Credit Report

Oct 28, 2020

Image for E76: Identity Theft Protection 101

E76

E76: Identity Theft Protection 101

Oct 14, 2020

Image for E75: Secure Your Life With a Personal Cybersecurity Audit

E75

E75: Secure Your Life With a Personal Cybersecurity Audit

Oct 7, 2020

Image for E74: How to Use a Taxable Brokerage Account in Your Financial Plan

E74

E74: How to Use a Taxable Brokerage Account in Your Financial Plan

Sep 30, 2020

Image for E73: You're Making Other People Rich (with Ryan Sterling)

E73

E73: You're Making Other People Rich (with Ryan Sterling)

Sep 23, 2020

Image for E72: Is Pet Insurance Worth It?

E72

E72: Is Pet Insurance Worth It?

Sep 16, 2020

Image for E71: What I Look for in a Bank

E71

E71: What I Look for in a Bank

Sep 9, 2020

Image for E70: Emergency Fund Life Hacks

E70

E70: Emergency Fund Life Hacks

Sep 2, 2020

Image for E69: Navigating Available Health Insurance Options (with Matthew Allen)

E69

E69: Navigating Available Health Insurance Options (with Matthew Allen)

Aug 26, 2020

Image for E68: Business Benefits of a Small Business 401(k) Plan (with Nicolle Willson)

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E68: Business Benefits of a Small Business 401(k) Plan (with Nicolle Willson)

Aug 19, 2020

Image for E67: Answers to the 10 Most Common Auto & Home Insurance Questions (with Ashe Abebe)

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E67: Answers to the 10 Most Common Auto & Home Insurance Questions (with Ashe Abebe)

Aug 12, 2020

Image for E66: Three Mistakes You’re Probably Making with Life Insurance (with Mark Maurer)

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E66: Three Mistakes You’re Probably Making with Life Insurance (with Mark Maurer)

Aug 5, 2020

Image for E65: Why is My Friend's Investment Account Doing Better Than Mine?

E65

E65: Why is My Friend's Investment Account Doing Better Than Mine?

Jul 29, 2020

Image for E64: The Future of Financial Advice (with Tyrone Ross)

E64

E64: The Future of Financial Advice (with Tyrone Ross)

Jul 22, 2020

Image for E63: Do “Lazy” Portfolios Have a Place in Your Investment Plan? (A Mastermind Discussion)

E63

E63: Do “Lazy” Portfolios Have a Place in Your Investment Plan? (A Mastermind Discussion)

Jul 15, 2020

Image for E62: Rebalancing Your 401(k) and Investment Accounts (Mid-year Overview)

E62

E62: Rebalancing Your 401(k) and Investment Accounts (Mid-year Overview)

Jul 8, 2020

Image for E61: Emergency Fund 101

E61

E61: Emergency Fund 101

Jul 1, 2020

Image for E60: How to Overcome Your Limiting Beliefs About Money (with Gull Khan)

E60

E60: How to Overcome Your Limiting Beliefs About Money (with Gull Khan)

Jun 24, 2020

Image for E59: How to Launch an Online Course or Product

E59

E59: How to Launch an Online Course or Product

Jun 17, 2020

Image for E58: Empower Your Community with YNAB for Good

E58

E58: Empower Your Community with YNAB for Good

Jun 10, 2020

Image for E57: A Deep Dive Into Disability Insurance (with Ashe Abebe)

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E57: A Deep Dive Into Disability Insurance (with Ashe Abebe)

Jun 3, 2020

Image for E56: My Top Three Ways to Achieve Extreme Productivity

E56

E56: My Top Three Ways to Achieve Extreme Productivity

May 27, 2020

Image for E55: Common Financial Questions Unpacked (A Mastermind Discussion)

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E55: Common Financial Questions Unpacked (A Mastermind Discussion)

May 20, 2020

Image for E54: Navigating Family, Work, and Productivity in the Pandemic (with Matthew Brennan)

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E54: Navigating Family, Work, and Productivity in the Pandemic (with Matthew Brennan)

May 13, 2020

Image for E53: Pandemic & Your Money - Roundup for May 6, 2020

E53

E53: Pandemic & Your Money - Roundup for May 6, 2020

May 6, 2020

Image for E52: Three Financial Best Practices for Solo (or Micro) Business Owners

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E52: Three Financial Best Practices for Solo (or Micro) Business Owners

Apr 29, 2020

Image for E51: Tools for Managing Financial and Life Stress (with Kristin Oja, NP)

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E51: Tools for Managing Financial and Life Stress (with Kristin Oja, NP)

Apr 22, 2020

Image for E50: Stop Trying to Time the Market

E50

E50: Stop Trying to Time the Market

Apr 15, 2020

Image for E49: How to Request Mortgage Forbearance Under the CARES Act

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E49: How to Request Mortgage Forbearance Under the CARES Act

Apr 8, 2020

Image for E48: Unpacking the CARES Act and What It Means for You

E48

E48: Unpacking the CARES Act and What It Means for You

Apr 1, 2020

Image for E47: A Budgeting Crash Course With YNAB

E47

E47: A Budgeting Crash Course With YNAB

Mar 25, 2020

Image for E46: Q&A About Money Decisions in Scary Market Conditions

E46

E46: Q&A About Money Decisions in Scary Market Conditions

Mar 18, 2020

Image for E45: What Am I Doing With My Money Right Now?

E45

E45: What Am I Doing With My Money Right Now?

Mar 11, 2020

Image for E44: Introduction to the F.I.R.E. Movement (with Adam Morgan)

E44

E44: Introduction to the F.I.R.E. Movement (with Adam Morgan)

Mar 4, 2020

Image for E43: How to Start an LLC

E43

E43: How to Start an LLC

Feb 26, 2020

Image for E42: What is An HSA and Do I Need One?

E42

E42: What is An HSA and Do I Need One?

Feb 19, 2020

Image for E41: Three Great Reasons to Set Up Automatic Contributions

E41

E41: Three Great Reasons to Set Up Automatic Contributions

Feb 12, 2020

Image for E40: What Does It Cost to Work With a Financial Advisor?

E40

E40: What Does It Cost to Work With a Financial Advisor?

Feb 5, 2020

Image for E39: Your Small Business Marketing Playbook (with Ashley Monk)

E39

E39: Your Small Business Marketing Playbook (with Ashley Monk)

Jan 29, 2020

Image for E38: Tax Efficient Saving Strategies

E38

E38: Tax Efficient Saving Strategies

Jan 22, 2020

Image for E37: Your Tax Questions Answered (with Kim Padgitt & Julie Pesek)

E37

E37: Your Tax Questions Answered (with Kim Padgitt & Julie Pesek)

Jan 15, 2020

Image for E36: Using Science to Make Better Money Decisions (with Tyler Ludlow)

E36

E36: Using Science to Make Better Money Decisions (with Tyler Ludlow)

Jan 8, 2020

Image for E35: My 3 Words for 2020

E35

E35: My 3 Words for 2020

Jan 1, 2020

Image for E34: De-mystifying 401(k) Rollovers

E34

E34: De-mystifying 401(k) Rollovers

Dec 18, 2019

Image for E33: The Value of Recharging Without Guilt

E33

E33: The Value of Recharging Without Guilt

Dec 11, 2019

Image for E32: Keeping Your Digital and Financial Life Secure

E32

E32: Keeping Your Digital and Financial Life Secure

Dec 4, 2019

Image for E31: 7 Common Retirement Saving Mistakes

E31

E31: 7 Common Retirement Saving Mistakes

Nov 27, 2019

Image for E30: What To Do When You’re Scared About the Stock Market

E30

E30: What To Do When You’re Scared About the Stock Market

Nov 20, 2019

Image for E29: Life Without Credit Cards (with Amy Foley)

E29

E29: Life Without Credit Cards (with Amy Foley)

Nov 13, 2019

Image for E28: Considering Entrepreneurship as a Franchise Owner (with Jeff Crane)

E28

E28: Considering Entrepreneurship as a Franchise Owner (with Jeff Crane)

Nov 6, 2019

Image for E27: How to Get Excited about Budgeting (with Rachel Richards)

E27

E27: How to Get Excited about Budgeting (with Rachel Richards)

Oct 30, 2019

Image for E26: A Crash Course in Real Estate Investing (with Dan O'Brien)

E26

E26: A Crash Course in Real Estate Investing (with Dan O'Brien)

Oct 23, 2019

Image for E25: Thinking Through the Options of Self-employment vs. Taking a Job

E25

E25: Thinking Through the Options of Self-employment vs. Taking a Job

Oct 16, 2019

Image for E24: How (And Why) to Rebalance Your 401(k)

E24

E24: How (And Why) to Rebalance Your 401(k)

Oct 9, 2019

Image for E23: 13 Myths About Working With a Financial Advisor

E23

E23: 13 Myths About Working With a Financial Advisor

Oct 2, 2019

Image for E22: How We Paid Off Over $400k in Student Loan Debt

E22

E22: How We Paid Off Over $400k in Student Loan Debt

Sep 25, 2019

Image for E21: Do That New Thing (And a Podcast Update)

E21

E21: Do That New Thing (And a Podcast Update)

Sep 18, 2019

Image for E20: Your Money Questions Answered at #XYPNLive

E20

E20: Your Money Questions Answered at #XYPNLive

Sep 11, 2019

Image for E19: Send Your Questions for XYPN Live

E19

E19: Send Your Questions for XYPN Live

Sep 4, 2019

Image for E18: What is Financial Coaching?

E18

E18: What is Financial Coaching?

Aug 28, 2019

Image for E17: Keeping Business Focus by Staying in the Zone

E17

E17: Keeping Business Focus by Staying in the Zone

Aug 21, 2019

Image for E16: Divorced and $500k in Debt - A Comeback Story

E16

E16: Divorced and $500k in Debt - A Comeback Story

Aug 13, 2019

Image for E15: 12 Modern Passive Income Ideas

E15

E15: 12 Modern Passive Income Ideas

Aug 9, 2019

Image for E14: Tacos, Netflix Binging and Marketing for Service Firms

E14

E14: Tacos, Netflix Binging and Marketing for Service Firms

Aug 6, 2019

Image for E13: What is Socially Responsible Investing?

E13

E13: What is Socially Responsible Investing?

Jul 31, 2019

Image for E12: Growing Slow Without Debt or Investors

E12

E12: Growing Slow Without Debt or Investors

Jul 24, 2019

Image for E11: Growing a Side Hustle Into a Full-time Business

E11

E11: Growing a Side Hustle Into a Full-time Business

Jul 17, 2019

Image for E10: Achieving Mental and Emotional Resilience as a Business Owner

E10

E10: Achieving Mental and Emotional Resilience as a Business Owner

Jul 10, 2019

Image for E9: How to Avoid Over-thinking Your Business

E9

E9: How to Avoid Over-thinking Your Business

Jul 3, 2019

Image for E8: Launching Initiatives with a One-page Creative Brief

E8

E8: Launching Initiatives with a One-page Creative Brief

Jun 26, 2019

Image for E7: Charging What You're Worth

E7

E7: Charging What You're Worth

Jun 19, 2019

Image for E6: Navigating the Challenges of Combining (or Not Combining) Finances with Your Partner

E6

E6: Navigating the Challenges of Combining (or Not Combining) Finances with Your Partner

Jun 12, 2019

Image for E5: How Do I Make Money With a Blog or a Podcast?

E5

E5: How Do I Make Money With a Blog or a Podcast?

Jun 5, 2019

Image for E4: All About the Solo 401(k) Plan

E4

E4: All About the Solo 401(k) Plan

May 29, 2019

Image for E3: Parallel Entrepreneurship - The Good, the Bad and the Ugly

E3

E3: Parallel Entrepreneurship - The Good, the Bad and the Ugly

May 22, 2019

Image for E2: Optimizing Your Bank Accounts With Intention

E2

E2: Optimizing Your Bank Accounts With Intention

May 15, 2019

Image for E1: The 10-step Process for Starting a Business for < $1,500

E1

E1: The 10-step Process for Starting a Business for < $1,500

May 8, 2019

Image for E0: Introduction to The Elevation Project

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E0: Introduction to The Elevation Project

Apr 18, 2019