Wealth Redefined®
Practical discussions and insights on money with a modern approach to building wealth
E93: Should I Invest in Target Date Funds?
Feb 24, 2021
Target date funds often show up in 401(k) plans and 529 plans as the "default" option. But what is a target date fund and should you use one?
Listen to "E93: Should I Invest in Target Date Funds?" on Spreaker.
E92
E92: PPP Round 2 Explained (for Small Business Owners)
Feb 10, 2021

E91
E91: Should I Play Around in the Stock Market?
Feb 3, 2021

E90
E90: How to Break Up With Your Financial Advisor
Jan 27, 2021

E89
E89: Expanding your Business With Referral Marketing (with Tiffanie Kellog)
Jan 20, 2021

E88
E88: What is a "Backdoor" Roth IRA?
Jan 13, 2021

E87
E87: My Three Words for 2021
Jan 6, 2021

E86
E86: What It's Like to Work With Me
Dec 30, 2020

E85
E85: Implementing Values-based Budgeting (with Bari Tessler)
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E84
E84: The Solo 401(k) Plan — A Powerful Tool for Entrepreneurs
Dec 16, 2020

E83
E83: End of Year Tax Planning (with Kim Padgitt)
Dec 9, 2020

E82
E82: Answers To All Your Mortgage Questions (with Brittany Green)
Dec 2, 2020

E81
E81: How to Move Past the Money Issues You've Been Avoiding
Nov 25, 2020

E80
E80: Should I Start a Business With a Partner?
Nov 18, 2020

E79
E79: A PPP Loan Forgiveness Update
Nov 11, 2020

E78
E78: What Do Presidential Elections Mean for Markets?
Nov 4, 2020

E77
E77: Reviewing Your Credit Report
Oct 28, 2020

E76
E76: Identity Theft Protection 101
Oct 14, 2020

E75
E75: Secure Your Life With a Personal Cybersecurity Audit
Oct 7, 2020

E74
E74: How to Use a Taxable Brokerage Account in Your Financial Plan
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E73
E73: You're Making Other People Rich (with Ryan Sterling)
Sep 23, 2020

E72
E72: Is Pet Insurance Worth It?
Sep 16, 2020

E71
E71: What I Look for in a Bank
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E70
E70: Emergency Fund Life Hacks
Sep 2, 2020

E69
E69: Navigating Available Health Insurance Options (with Matthew Allen)
Aug 26, 2020

E68
E68: Business Benefits of a Small Business 401(k) Plan (with Nicolle Willson)
Aug 19, 2020

E67
E67: Answers to the 10 Most Common Auto & Home Insurance Questions (with Ashe Abebe)
Aug 12, 2020

E66
E66: Three Mistakes You’re Probably Making with Life Insurance (with Mark Maurer)
Aug 5, 2020

E65
E65: Why is My Friend's Investment Account Doing Better Than Mine?
Jul 29, 2020

E64
E64: The Future of Financial Advice (with Tyrone Ross)
Jul 22, 2020

E63
E63: Do “Lazy” Portfolios Have a Place in Your Investment Plan? (A Mastermind Discussion)
Jul 15, 2020

E62
E62: Rebalancing Your 401(k) and Investment Accounts (Mid-year Overview)
Jul 8, 2020

E61
E61: Emergency Fund 101
Jul 1, 2020
E60
E60: How to Overcome Your Limiting Beliefs About Money (with Gull Khan)
Jun 24, 2020

E59
E59: How to Launch an Online Course or Product
Jun 17, 2020

E58
E58: Empower Your Community with YNAB for Good
Jun 10, 2020

E48
E57: A Deep Dive Into Disability Insurance (with Ashe Abebe)
Jun 3, 2020

E56
E56: My Top Three Ways to Achieve Extreme Productivity
May 27, 2020

E55
E55: Common Financial Questions Unpacked (A Mastermind Discussion)
May 20, 2020

E54
E54: Navigating Family, Work, and Productivity in the Pandemic (with Matthew Brennan)
May 13, 2020

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

E52
E52: Three Financial Best Practices for Solo (or Micro) Business Owners
Apr 29, 2020

E51
E51: Tools for Managing Financial and Life Stress (with Kristin Oja, NP)
Apr 22, 2020

E50
E50: Stop Trying to Time the Market
Apr 15, 2020

E49
E49: How to Request Mortgage Forbearance Under the CARES Act
Apr 8, 2020

E48
E48: Unpacking the CARES Act and What It Means for You
Apr 1, 2020

E47
E47: A Budgeting Crash Course With YNAB
Mar 25, 2020

E46
E46: Q&A About Money Decisions in Scary Market Conditions
Mar 18, 2020

E45
E45: What Am I Doing With My Money Right Now?
Mar 11, 2020

E44
E44: Introduction to the F.I.R.E. Movement (with Adam Morgan)
Mar 4, 2020

E43
E43: How to Start an LLC
Feb 26, 2020

E42
E42: What is An HSA and Do I Need One?
Feb 19, 2020

E41
E41: Three Great Reasons to Set Up Automatic Contributions
Feb 12, 2020

E40
E40: What Does It Cost to Work With a Financial Advisor?
Feb 5, 2020

E39
E39: Your Small Business Marketing Playbook (with Ashley Monk)
Jan 29, 2020

E38
E38: Tax Efficient Saving Strategies
Jan 22, 2020

E37
E37: Your Tax Questions Answered (with Kim Padgitt & Julie Pesek)
Jan 15, 2020

E36
E36: Using Science to Make Better Money Decisions (with Tyler Ludlow)
Jan 8, 2020

E35
E35: My 3 Words for 2020
Jan 1, 2020

E34
E34: De-mystifying 401(k) Rollovers
Dec 18, 2019

E33
E33: The Value of Recharging Without Guilt
Dec 11, 2019

E32
E32: Keeping Your Digital and Financial Life Secure
Dec 4, 2019

E31
E31: 7 Common Retirement Saving Mistakes
Nov 27, 2019

E30
E30: What To Do When You’re Scared About the Stock Market
Nov 20, 2019

E29
E29: Life Without Credit Cards (with Amy Foley)
Nov 13, 2019

E28
E28: Considering Entrepreneurship as a Franchise Owner (with Jeff Crane)
Nov 6, 2019

E27
E27: How to Get Excited about Budgeting (with Rachel Richards)
Oct 30, 2019

E26
E26: A Crash Course in Real Estate Investing (with Dan O'Brien)
Oct 23, 2019

E25
E25: Thinking Through the Options of Self-employment vs. Taking a Job
Oct 16, 2019

E24
E24: How (And Why) to Rebalance Your 401(k)
Oct 9, 2019

E23
E23: 13 Myths About Working With a Financial Advisor
Oct 2, 2019

E22
E22: How We Paid Off Over $400k in Student Loan Debt
Sep 25, 2019

E21
E21: Do That New Thing (And a Podcast Update)
Sep 18, 2019

E20
E20: Your Money Questions Answered at #XYPNLive
Sep 11, 2019

E19
E19: Send Your Questions for XYPN Live
Sep 4, 2019

E18
E18: What is Financial Coaching?
Aug 28, 2019

E17
E17: Keeping Business Focus by Staying in the Zone
Aug 21, 2019

E16
E16: Divorced and $500k in Debt - A Comeback Story
Aug 13, 2019

E15
E15: 12 Modern Passive Income Ideas
Aug 9, 2019

E14
E14: Tacos, Netflix Binging and Marketing for Service Firms
Aug 6, 2019

E13
E13: What is Socially Responsible Investing?
Jul 31, 2019

E12
E12: Growing Slow Without Debt or Investors
Jul 24, 2019

E11
E11: Growing a Side Hustle Into a Full-time Business
Jul 17, 2019

E10
E10: Achieving Mental and Emotional Resilience as a Business Owner
Jul 10, 2019

E9
E9: How to Avoid Over-thinking Your Business
Jul 3, 2019

E8
E8: Launching Initiatives with a One-page Creative Brief
Jun 26, 2019

E7
E7: Charging What You're Worth
Jun 19, 2019

E6
E6: Navigating the Challenges of Combining (or Not Combining) Finances with Your Partner
Jun 12, 2019

E5
E5: How Do I Make Money With a Blog or a Podcast?
Jun 5, 2019

E4
E4: All About the Solo 401(k) Plan
May 29, 2019

E3
E3: Parallel Entrepreneurship - The Good, the Bad and the Ugly
May 22, 2019

E2
E2: Optimizing Your Bank Accounts With Intention
May 15, 2019

E1
E1: The 10-step Process for Starting a Business for < $1,500
May 8, 2019

E
E0: Introduction to The Elevation Project
Apr 18, 2019