Talking Cents

Like a car in the mud, when you're financially stuck it's easy to keep spinning your wheels and go nowhere. Candice Stanley is joining me again as we look at ways to get out of the ruts and back on the road to financial independence. MoneyWorks   MoneyGuide  

If you've got clowns to the left of you and jokers to the right, what does that make you? Brian Helms, from our Bryant office, is bringing some of his life experiences to the show today! We're looking at how the people you hang out with can help (or hinder) your financial journey. MoneyWorks   MoneyGuide  

I've got Candice Stanley joining me in this episode. We're talking credit cards! When to use them. How to use them. And why we're totally fine being called deadbeats. MoneyWorks   MoneyGuide  

Hear me out! I realize the title sounds like a crazy thing to say as someone who specializes in retirement income planning. For some of us, retirement is a long way off. But I've got a goal in mind that's a bit more tangible. 6 Keys to Financial Independence   MoneyWorks   MoneyGuide  

Don't you hate hearing that phrase? We need to talk. It always sounds so ominous! Chad Roller's joining me in this episode as we look at different life events and milestones that should prompt you to reach out to a financial advisor and tell them, "We need to talk." MoneyWorks   MoneyGuide  

We all make mistakes and wish we could have done things differently. But on today's show, I want to give you some important tips so that you have no regrets when it comes to your finances! Haircut Regrets MoneyWorks   MoneyGuide  

We all have bad habits - some are big and some are small. And if you have bad financial habits, those can hold you back from the goal of TRUE financial independence! With some help from my Conway partner Chad Roller, we're going to identify some bad financial habits and solutions you can implement today! MoneyWorks   MoneyGuide  

$16,000,000,000. That's how much American household debt rose just in Quarter 2 of 2023. Most of that is from credit cards and auto loans. In this episode, I'm talking about our debt culture - something that I've been a victim of myself - and what steps you can take to reasonably keep yourself out of unnecessary debt. 6 Keys to Financial Independence   MoneyWorks   MoneyGuide  

Being a mom, I can turn anything into an analogy when trying to give advice (apologies to my kids). And as a financial advisor, I've found a lot of motherly advice can also apply to your financial journey! In this episode, I'm sharing four pieces of advice to help you on your path to TRUE financial independence! MoneyWorks   MoneyGuide  

With the rise of social media, there's a growing trend among young adults where the goal is to look wealthy. But looks can be deceiving! I'm joined again by Chad Roller as we explore the differences between looking wealthy and being wealthy, and how being wealthy is WAY cooler. 6 Keys to Financial Independence   MoneyWorks   MoneyGuide  

There is over $6.3 trillion held in 401k's, but most plan holders don't fully understand them or financial terminologies! I'm joined again by Chad Roller in this episode as we run you through a crash course of everything you need to know about your 401k! 39: Roth vs. Traditional   6 Keys to Financial Independence   MoneyWorks   MoneyGuide  

If you've ever seen the popular gameshow Deal or No Deal, you understand the risks and rewards involved in playing. It's all about choice - the right choice can make you rich and the wrong choice can leave you with nothing. In this episode, I'm joined by Chad Roller as we look at different investing concepts and ask the question: Deal or no deal? 6 Keys to Financial Independence   MoneyWorks...

It might feel wrong to plan for loss, but not doing so can cause even more pain when you're already grieving a loved one. In this episode, we're taking a look at ways to plan ahead with inherited funds. So if and when the time comes, you can focus on what matters most. 6 Keys to Financial Independence  

If you've got a child on the way, you know it can be simultaneously exciting and scary. And that's before thinking about the costs involved! Kids ain't cheap. But we're here with some financial wisdom to help you be able to focus on your bundle of joy and NOT a bundle of bills! MoneyWorks   MoneyGuide  

There's been a rise in the culture surrounding long hours, sacrificing self-care, and placing "the grind" at the center of your life. Is that a healthy lifestyle? NO! We believe in balance and want to help you avoid burnout on your financial journey. MoneyWorks   MoneyGuide  

If you're at the point where you're maxing out your employer plan match, that's great! So what now? We've got some next steps to consider in this episode to make your money work for you on your way to true financial independence! MoneyWorks   MoneyGuide  

Time marches on for all of us. And as our parents get older, having financial conversations with them is important. These can be hard! So in this episode, we're giving some guidance on how to start these discussions so you can have them before it's too late. GenWealth Academy   7 Steps to Financial Independence   MoneyWorks   MoneyGuide  

What's the primary threat to your finances? Is it the markets? Inflation? A potential recession? The answer might be a bit closer to you than you think! Join us in this episode as we look at how having a plan can help keep you on the path to true financial independence. MoneyWorks   MoneyGuide  

Nobody is immune to making financial mistakes. Not even advisors! But there are some common mistakes we hear all the time and we're taking the opportunity in this episode to help you get ahead of those mistakes so they won't hold you back in your journey to true financial independence. 6 Keys to Financial Independence   Episode 15 - Give Yourself Some Credit MoneyWorks   MoneyGuide &nbsp...

Many who are getting closer to retirement have the noble goal of entering that stage of life without debt. But is paying off your house worth it? We're taking a look at how this might actually HURT more than it HELPS! And how you might accomplish this goal in financially beneficial ways. MoneyWorks   MoneyGuide  

Yes and no! Financial stress is real and applies to those who have less money AND those who have more! We're looking at a couple of studies conducted on money and happiness and how happiness can often be more related to how you handle your money than how much you make. 6 Keys to Financial Independence   MoneyWorks   MoneyGuide  

A prenup might seem like a taboo topic, but it shouldn't be! We're breaking down what a prenup is, what it isn't, and how you and your partner can have some honest financial conversations before tying the knot. Episode 77 - Rules of Engagement MoneyWorks   MoneyGuide  

When someone comes in for their first meeting with an advisor, there are often many questions on their mind. In this episode, we're going over the top 5 most-asked questions we've heard over the years. The Cow Story (Dollar-Cost Averaging Explained) MoneyWorks   MoneyGuide   Disclosure: Dollar cost averaging involves continuous investment in securities regardless of fluctuation in price...

"The best things in life are free. But sooner or later the government will find a way to tax them." If you've had a rough time come tax season in the past, DO NOT FEAR! In this episode, we've got three items that YOU can control, so hopefully you have a better time with your taxes in 2024. MoneyWorks   MoneyGuide  

If you have a kid who's graduating soon and would like to help them get a head start on their financial future, then this is the episode for you! We've got some great tips and simple steps to help your young investor kickstart their true financial independence. MoneyWorks   MoneyGuide