Wealth Redefined®
Practical discussions and insights on money with a modern approach to building wealth
E121: The Easiest Financial Plan in the World
Oct 20, 2021
Financial planning doesn't have to be complicated. Even so, it can feel overwhelming at times. Here is the easiest financial plan in the world to implement even if you never work with a financial advisor.
Listen to "E121: The Easiest Financial Plan in the World" on Spreaker.
E120
E120: Five Reasons to Choose a Solo 401(k) Instead of a SEP
Oct 13, 2021
E119
E119: How to Pay Yourself as a Business Owner
Oct 6, 2021
E118
E118: Should I Try to Beat the S&P 500?
Sep 22, 2021
E117
E117: How to Manage Multiple Jobs or Businesses at the Same Time
Sep 15, 2021
E116
E116: How Long-term Care Can Wreck Your Financial Plan
Sep 1, 2021
E115
E115: Why I Don't Own a Credit Card
Aug 18, 2021
E114
E114: Through the Eyes of a Child – How to Bring Creative Thinking Back Into Your Business and Your Life (with Lorraine Ball)
Aug 11, 2021
E113
E113: Busting the Most Common Myths About ESG Investing
Aug 4, 2021
E112
E112: Don't Let Your 401(k) Become Escheated
Jul 28, 2021
E111
E111: A Guide to Quarterly Estimated Taxes (with Kim Padgitt)
Jul 21, 2021
E110
E110: How to Build a Socially Conscious Business
Jul 14, 2021
E109
E109: What Documents Do I Need to Keep on File?
Jul 7, 2021
E108
E108: What Issues Should I Consider When Starting a New Job?
Jun 30, 2021
E107
E107: Should I Invest in Digital Assets (Cryptocurrency) Like Bitcoin?
Jun 23, 2021
E106
E106: What to Do If You Don’t Have a 401(k)
Jun 16, 2021
E105
E105: Do I Need an EIN as a Business Owner?
Jun 9, 2021
E104
E104: Budgeting With An Irregular Income
May 26, 2021
E103
E103: How to Build a Business You Can Sell
May 19, 2021
E102
E102: Lump Sum Investing vs Dollar Cost Averaging vs Recurring Contributions
May 12, 2021
E101
E101: Independent Contractor or Employee?
May 5, 2021
E100
E100: 7 Lies We Tell Ourselves About Money (with Dan VanDusen)
Apr 21, 2021
E99
E99: Should I Get My Life or Disability Insurance From My Employer?
Apr 14, 2021
E98
E98: What is a Custodian?
Apr 6, 2021
E97
E97: What Does a Financial Advisor Actually Do?
Mar 24, 2021
E96
E96: Financial Benefits of Hiring Your Child
Mar 17, 2021
E95
E95: How to Create a One-Page Financial Plan
Mar 10, 2021
E94
E94: Why Your Financial Plan is Wrong (And So Is Everyone Else's)
Mar 3, 2021
E93
E93: Should I Invest in Target Date Funds?
Feb 24, 2021
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)
Dec 23, 2020
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
Sep 30, 2020
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
Sep 9, 2020
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