Money Talk with Yu, hosted by Jerry Yu

Do you want to make more rational money decisions and achieve peace of mind as you approach retirement? I'll be sharing a solution to help you secure your financial future and feel confident about your retirement plans. About Holly Donaldson: Holly Donaldson, a former private banker with 21 years in the banking industry, is now a Certified Financial Planner and author of "The Mindful Money Mentali...

Discover the surprising journey of a financial planner who broke free from the insurance industry's product-pushing limitations to become a top advisor. Learn how he's challenging traditional financial models and prioritizing clients' interests while gaining recognition for his innovative strategies. Join us to uncover the unexpected twists and turns that led to his success and the unique approach...

Do you want to improve your financial habits and increase your financial knowledge? Join me as I share the solution to achieving greater financial literacy and improved money management skills. Gain a better understanding of how to handle finances and make informed financial decisions. Let's work together to build a financially savvy society. About Liz Frazier Peck: Liz Frazier Peck is a prominent...

Join Jamie Lima as he shares his personal journey through financial challenges in divorce, offering insights on how to make better financial decisions during this difficult time. But when faced with the complexities of after-tax asset valuations, will Jamie be able to guide his clients to fair settlements, or will they be left in financial turmoil? About Jamie Lima: Jamie Lima, the founder of Alle...

If you're feeling overwhelmed by debt and struggling to keep your business afloat, then you are not alone! You may have been pouring all your profits back into the business, hoping for a breakthrough, but instead finding yourself with mounting financial stress. If you're feeling like you have no control over your business finances and are constantly worried about cash flow, then you are not alone!...

In the midst of success, a startling truth emerged. Jedidiah Collins, a former NFL player, found himself facing a daunting reality as he transitioned from the gridiron to the realm of financial literacy. His journey of self-discovery unveils a crucial twist that will leave you reeling. Curious to know how this unexpected twist reshaped his journey toward financial empowerment? Stay tuned for the g...

Join renowned financial advisor Jamie Hopkins as he challenges the status quo, aiming to make financial advice accessible to all, despite facing industry barriers and skepticism. About Jamie Hopkins: Jamie P. Hopkins is the SVP and Director of Private Wealth Management. He has extensive wealth management experience. In his role, Jamie leads and grows Bryn Mawr Trust’s private wealth management bus...

Join financial guru Lawrence Sprung as he challenges the money mindset, aiming to infuse joy into financial planning while confronting the conflict between present enjoyment and future goals. About Lawrence Sprung: Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc., the author of the Amazon Bestselling book “Financial Planning Made Personal. and host of the&...

Does this sound familiar? You're a small or medium-sized business owner, struggling to find a balance between work and personal life while also trying to maximize your profits. You may have been told to work longer hours or sacrifice personal time for the sake of your business, only to find that it's taking a toll on your well-being and not yielding the financial success you desire. If this resona...

In a world where business and faith often seem at odds, one entrepreneur's journey takes an unexpected turn. Rylee Meek's path to success reveals a powerful truth about the fusion of passion and profit. But as he discovered, financial success alone did not lead to fulfillment. What pivotal moment led Rylee to shape a new approach, one that seamlessly integrates faith and business? About Rylee Meek...

Are you tired of hearing the same old myths about financial planning? Have you ever been told that saving money is enough to secure your future? Or that investing is only for the wealthy? Or perhaps you've been led to believe financial planning is complicated and time-consuming. In this episode, our guest Emma Hall will debunk these myths and reveal the truth behind holistic financial planning. St...

Discover the secrets to protecting and preserving your wealth as host Jerry Yu interviews Kerry Lutz, founder of the Financial Survival Network. With insights from renowned financial experts, learn how to navigate the tumultuous financial landscape, but be prepared for a shocking twist that leaves you questioning everything you thought you knew. About Kerry Lutz: Kerry Lutz has a background in Aus...

Do you want to maximize your tax savings? Are you looking for a solution to efficiently plan and save on your taxes? Well, I have just the answer for you. Join me as my guest, Jeff Hockett, shares proactive tax planning strategies that will help you achieve optimal tax savings. By implementing these strategies, you can ensure efficient tax planning and maximize your savings. About Jeff Hockett: Je...

Does this sound familiar? You've been told that the key to success in your wealth management career is solely focusing on financial goals, but you still feel unfulfilled and unsatisfied. The pain of working tirelessly, yet not achieving the level of success and fulfillment you desire, is weighing you down. It's time to break free from this ineffective approach and discover how aligning your values...

In the world of finance, one man dared to challenge the status quo and bridge the gap between accountants and small business owners. Ryan Kimler, a seasoned finance expert, discovered the untapped potential hiding within financial reports. Little did he know, his journey would take an unexpected turn. Join us as we uncover the twist that changed the game for business owners, leaving one burning qu...

Have you ever heard these financial planning myths? Myth #1: Financial planning is only for the wealthy. Myth #2: Financial planning is a one-time activity. Myth #3: Financial planning is too complicated and time-consuming. In this episode, we have invited John Ensley, a financial planning expert, to debunk these myths and share the truth about personalized financial planning services for individu...

In the world of finance, consistency is key. Join us as industry veteran John Browning reveals the importance of consistent financial strategies for long-term success. But what happens when the unexpected occurs and the foundation begins to crumble? Find out in this gripping trailer that will leave you on the edge of your seat, craving answers to an unresolved conflict. About John Browning: John B...

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ●      With the wisdom from the first 8 chapters can you please define what a Family Money Doctor is again? ●      Why do you feel it is important to have a family money doctor? ●      What components are needed to maintain good money health?...

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ●      Tell me about the sandwich – what do you mean by that? ●      You talk about the fact that there is more to prepare for the future other than for college and retirement…what else is there Jerry? ●      You mention in this chapter of the...

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ●      Define “ruining” as it relates to paying for college? ●      What are the limitations to the 529 plans out here…start with what a 529 is please. ●      Can you talk about the Chinese versus American grandpa solutions for college? ●&nbsp...

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ●     Share some wisdom as it relates to 401K if someone is not familiar? ●     As it relates to 401K why should someone look at other vehicles as well. Is there a downside to 401ks? ●     Can you share some alternatives to 401K plans?   &nbsp...

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ●     Jerry, how does one “lock in retirement?” ●     You share some valuable information about annuities in this chapter. Can you explain? ●     Bottom line, how can someone focused on retirement afford these types of tools? ●     W...

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ●     What types of insurance are available and what should one choose? ●     Life insurance can be seen as a legacy builder. But why is it more than that? ●     Can you share how you would help someone determine the best type of insurance for them? &nb...

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ●     When retirement occurs and you start receiving social security, do you still have to pay taxes? ●     When does someone want to pay taxes?          ●     What three options does one have when it comes to pay...

On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss: ●    Which choice is better, a Mercedes or a Jet – what do you mean? ●    As it relates to investing, why does time make a difference? ●    Can you explain the difference as it pertains to investing in short, medium and long term and legacy why they actually matter? ...