Wealth Redefined®

E144: How to Be a Socially Conscious Consumer (While Feeling Overwhelmed)

May 18, 2022

E143: Should I Invest in Gold?

May 11, 2022

E142: An Overview of "I Bonds"

May 4, 2022

E141: Should I Buy Life Insurance Before I Need It?

Apr 27, 2022

E140: What Documents Do I Need For Financial Planning?

Apr 20, 2022

E139: How Does a 401(k) Loan Work?

Apr 13, 2022

E138: Should I Take Out a Loan For My Business?

Apr 6, 2022

E137: How to Get a Service Business Up and Running for Less Than $1,000

Mar 30, 2022

E136: How to Invest in Cryptocurrency

Mar 23, 2022

E135: How to Implement Reverse Budgeting

Mar 16, 2022

E134: How to Use "Investment Buckets" to Manage Growth, Risk, and Liquidity

Mar 9, 2022

E133: How Money Scripts Influence Your Financial Plan

Feb 23, 2022

E132: How to Evaluate Socially Responsible Investments

Jan 26, 2022

E131: Should I Buy the Dip?

Jan 19, 2022

E130: Budget Alternatives for People Who Don't Want to Budget

Jan 12, 2022

E129: My Three Words for 2022

Jan 5, 2022

E128: What It's Like to Work With Me

Dec 15, 2021

E127: Getting in Shape to Be a Solid Home Buyer

Dec 8, 2021

E126: What I Look for When Evaluating Mutual Funds and ETFs

Dec 1, 2021

E125: The Basic Estate Planning Documents that Everyone Needs

Nov 24, 2021

E124: Unpacking the HSA and How It Works

Nov 17, 2021

E123: An Executive Summary of ESG Investing

Nov 3, 2021

E122: Modern Health Insurance Options for Small Business Owners

Oct 27, 2021

E121: The Easiest Financial Plan in the World

Oct 20, 2021

E120: Five Reasons to Choose a Solo 401(k) Instead of a SEP

Oct 13, 2021

E119: How to Pay Yourself as a Business Owner

Oct 6, 2021

E118: Should I Try to Beat the S&P 500?

Sep 22, 2021

E117: How to Manage Multiple Jobs or Businesses at the Same Time

Sep 15, 2021

E116: How Long-term Care Can Wreck Your Financial Plan

Sep 1, 2021

E115: Why I Don't Own a Credit Card

Aug 18, 2021

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: Busting the Most Common Myths About ESG Investing

Aug 4, 2021

E112: Don't Let Your 401(k) Become Escheated

Jul 28, 2021

E111: A Guide to Quarterly Estimated Taxes (with Kim Padgitt)

Jul 21, 2021

E110: How to Build a Socially Conscious Business

Jul 14, 2021

E109: What Documents Do I Need to Keep on File?

Jul 7, 2021

E108: What Issues Should I Consider When Starting a New Job?

Jun 30, 2021

E107: Should I Invest in Digital Assets (Cryptocurrency) Like Bitcoin?

Jun 23, 2021

E106: What to Do If You Don’t Have a 401(k)

Jun 16, 2021

E105: Do I Need an EIN as a Business Owner?

Jun 9, 2021

E104: Budgeting With An Irregular Income

May 26, 2021

E103: How to Build a Business You Can Sell

May 19, 2021

E102: Lump Sum Investing vs Dollar Cost Averaging vs Recurring Contributions

May 12, 2021

E101: Independent Contractor or Employee?

May 5, 2021

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

Apr 21, 2021

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

Apr 14, 2021

E98: What is a Custodian?

Apr 6, 2021

E97: What Does a Financial Advisor Actually Do?

Mar 24, 2021

E96: Financial Benefits of Hiring Your Child

Mar 17, 2021

E95: How to Create a One-Page Financial Plan

Mar 10, 2021

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

Mar 3, 2021

E93: Should I Invest in Target Date Funds?

Feb 24, 2021

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

Feb 10, 2021

E91: Should I Play Around in the Stock Market?

Feb 3, 2021

E90: How to Break Up With Your Financial Advisor

Jan 27, 2021

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

Jan 20, 2021

E88: What is a "Backdoor" Roth IRA?

Jan 13, 2021

E87: My Three Words for 2021

Jan 6, 2021

E86: What It's Like to Work With Me

Dec 30, 2020

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

Dec 23, 2020

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

Dec 16, 2020

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

Dec 9, 2020

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

Dec 2, 2020

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

Nov 25, 2020

E80: Should I Start a Business With a Partner?

Nov 18, 2020

E79: A PPP Loan Forgiveness Update

Nov 11, 2020

E78: What Do Presidential Elections Mean for Markets?

Nov 4, 2020

E77: Reviewing Your Credit Report

Oct 28, 2020

E76: Identity Theft Protection 101

Oct 14, 2020

E75: Secure Your Life With a Personal Cybersecurity Audit

Oct 7, 2020

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

Sep 30, 2020

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

Sep 23, 2020

E72: Is Pet Insurance Worth It?

Sep 16, 2020

E71: What I Look for in a Bank

Sep 9, 2020

E70: Emergency Fund Life Hacks

Sep 2, 2020

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

Aug 26, 2020

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

Aug 19, 2020

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

Aug 12, 2020

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

Aug 5, 2020

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

Jul 29, 2020

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

Jul 22, 2020

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

Jul 15, 2020

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

Jul 8, 2020

E61: Emergency Fund 101

Jul 1, 2020

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

Jun 24, 2020

E59: How to Launch an Online Course or Product

Jun 17, 2020

E58: Empower Your Community with YNAB for Good

Jun 10, 2020

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

Jun 3, 2020

E56: My Top Three Ways to Achieve Extreme Productivity

May 27, 2020

E55: Common Financial Questions Unpacked (A Mastermind Discussion)

May 20, 2020

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

May 13, 2020

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

May 6, 2020

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

Apr 29, 2020

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

Apr 22, 2020

E50: Stop Trying to Time the Market

Apr 15, 2020

E49: How to Request Mortgage Forbearance Under the CARES Act

Apr 8, 2020

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

Apr 1, 2020

E47: A Budgeting Crash Course With YNAB

Mar 25, 2020

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

Mar 18, 2020

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

Mar 11, 2020

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

Mar 4, 2020

E43: How to Start an LLC

Feb 26, 2020

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

Feb 19, 2020

E41: Three Great Reasons to Set Up Automatic Contributions

Feb 12, 2020

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

Feb 5, 2020

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

Jan 29, 2020

E38: Tax Efficient Saving Strategies

Jan 22, 2020

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

Jan 15, 2020

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

Jan 8, 2020

E35: My 3 Words for 2020

Jan 1, 2020

E34: De-mystifying 401(k) Rollovers

Dec 18, 2019

E33: The Value of Recharging Without Guilt

Dec 11, 2019

E32: Keeping Your Digital and Financial Life Secure

Dec 4, 2019

E31: 7 Common Retirement Saving Mistakes

Nov 27, 2019

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

Nov 20, 2019

E29: Life Without Credit Cards (with Amy Foley)

Nov 13, 2019

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

Nov 6, 2019

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

Oct 30, 2019

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

Oct 23, 2019

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

Oct 16, 2019

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

Oct 9, 2019

E23: 13 Myths About Working With a Financial Advisor

Oct 2, 2019

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

Sep 25, 2019

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

Sep 18, 2019

E20: Your Money Questions Answered at #XYPNLive

Sep 11, 2019

E19: Send Your Questions for XYPN Live

Sep 4, 2019

E18: What is Financial Coaching?

Aug 28, 2019

E17: Keeping Business Focus by Staying in the Zone

Aug 21, 2019

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

Aug 13, 2019

E15: 12 Modern Passive Income Ideas

Aug 9, 2019

E14: Tacos, Netflix Binging and Marketing for Service Firms

Aug 6, 2019

E13: What is Socially Responsible Investing?

Jul 31, 2019

E12: Growing Slow Without Debt or Investors

Jul 24, 2019

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

Jul 17, 2019

E10: Achieving Mental and Emotional Resilience as a Business Owner

Jul 10, 2019

E9: How to Avoid Over-thinking Your Business

Jul 3, 2019

E8: Launching Initiatives with a One-page Creative Brief

Jun 26, 2019

E7: Charging What You're Worth

Jun 19, 2019

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

Jun 12, 2019

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

Jun 5, 2019

E4: All About the Solo 401(k) Plan

May 29, 2019

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

May 22, 2019

E2: Optimizing Your Bank Accounts With Intention

May 15, 2019

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

May 8, 2019

E0: Introduction to The Elevation Project

Apr 18, 2019