Money & You with Michelle Perkins

Ep 232: When Good Investments Go Bad: The Lessons No One Talks About

Ep 31: Money, Marriage & Mental Health: What Therapists See Every Day

In this episode of Money and You, Michelle Perkins welcomes David Stein, host of the popular personal finance podcast Money for the Rest of Us and author of Money for the Rest of Us: 10 Questions to Master Successful Investing. David brings a rare combination of deep investment expertise and thoughtful philosophy. Before launching his podcast, he served as chief investment strategist and chief por...

What if building wealth isn't really about accumulating more money? In this thought-provoking episode of Money and You, Michelle Perkins welcomes David Stein, former Chief Investment Strategist at a $33 billion investment advisory firm and host of the acclaimed Money for the Rest of Us podcast. Together they explore a refreshing perspective on money that goes far beyond investment returns. David s...

In this episode of Money and You, Michelle Perkins sits down with strategic franchise advisor Jeff Shafritz, founder of  Franchise Guidance,  to explore franchising as a practical and often overlooked path to business ownership. Jeff has spent more than 30 years in the franchise world, including experience in franchise development, owning and exiting his own fitness franchise, and helping hundreds...

In this episode of Money and You, Michelle Perkins welcomes Walter Miller, founder and owner of Norman Professional Services, for a refreshingly human conversation about accounting, financial literacy, cash flow, and what business owners really need to understand about their numbers. Walter shares his unusual path from actor and English major to accounting advisor and fractional CFO, and how his b...

Ep 226: The Hidden Truth: About Money, Inflation & Power

Ep 225: Infinite Banking: The Strategy That Changed My LifeIn this episode of Money & You, Michelle Perkins speaks with Kish Rao of KKR Wealth Group about the concept of infinite banking and how it can help people rethink the way they use, store, borrow, and build with their money, and how it changed the guest's life forever. Kish shares his personal story of working long hours in the corporat...

In this follow-up solo episode of Money and You , Michelle continues the conversation about financial preparedness and readiness—but this time focuses on the practical side of preparing for financial success. Following Part 1’s deep dive into mindset, identity, and emotional readiness, Michelle explores the daily habits, financial systems, and practical decisions that help reduce anxiety, build st...

In this solo episode of Money and You, Michelle explores a powerful but often overlooked concept: preparation. Not just practical preparation with budgets, investing, or financial planning—but the emotional and mental preparation required to receive greater financial success. Inspired by the book How to Get Anything You Want, by Elsie Lincoln Benedict, Michelle dives into the connection between fi...

This episode of The Money and You Show dives deep into the hidden strategies of college funding with college funding financial expert Brian S. Eyster. The conversation reveals that paying for college isn’t just about saving—it’s about strategic planning, tax positioning, and negotiation. Brian challenges common assumptions around tools like 529 plans, exposes how colleges actually price tuition, a...

In this solo episode of Money and You, Michelle Perkins explores a powerful concept that has recently shifted the way she thinks about money, success, and personal growth: alignment. After a conversation with an energy alignment coach, Michelle began looking at money through a new lens — not just from a practical or strategic standpoint, or even mindset,  but from an energetic and emotional one. I...

In this episode of Money and You, Michelle Perkins sits down with international bestselling author and investing educator Robert Rolih to break down investing in a way that actually makes sense. Robert shares the painful financial loss that changed the course of his life after trusting advisors and investment products that quietly drained his wealth through hidden fees and risky strategies. That e...

In this deeply inspiring episode of Money and You, Michelle welcomes back international speaker, mindset coach, bestselling author, and “Courage Giver” RJ Jackson, for a heartfelt conversation about courage, confidence, identity, and the emotional side of money. RJ shares powerful wisdom about how our experiences shape our beliefs, why so many people tie their worth to their bank accounts, and how...

Overthinking holds you back. Action moves you forward. In this solo episode of Money & You, Michelle Perkins explores how overthinking quietly keeps people stuck financially — even when they believe they’re being careful, responsible, or “doing their research.”If you’ve ever delayed calling a financial advisor, avoided looking at your numbers, postponed opening an investment account, or told y...

Episode 217: Your Knowledge Is an Asset: Turn What You Know Into 24/7 Income In this podcast, Michelle hosted Justin Allan Montgomery, the founder of ProCourseStart and a provenexpert in turning professional expertise into scalable, high-margin continuing education businesses. A former nurse practitioner, Justin built and scaled The Elite Nurse Practitioner, an 8-figure educationplatform, giving h...

In this episode of the Money & You Show, financial planners Russ Gaiser and Mike Hoeflich help couples transform Social Security from a risky guess into a strategic asset. They co-authored the #1bestseller “Beyond Break Even: The Essential Guide to Social Security Optimization” and lead Retirement Income HQ of America, where they build math-backed income plans that coordinate benefits, taxes,...

In this podcast episode, Michelle speaks with Canadian founder and CEO of Charitable Impact, an online giving platform to develop, navigate, and carry out one’s charitable goals in a unique and surprising way.  John Bromley’s visionary leadership and innovation have indelibly reshaped the charitable sector in Canada and the options are available in the US as well. Bromley’s career began in corpora...

In this podcast episode of "Money & You," host Michelle Perkins discusses financial literacy and empowerment, particularly for women, with guest Irene Kelly, a bilingual financial educator and investment advisor. Irene's experience as a Latina woman and her work with WEV, which focuses on economic and gender equity, shapes her commitment to addressing financial education through a lens of incl...

In the podcast episode of "Money & You," host Michelle Perkins and her guest, Brian Herriot (author, speaker, business coach and financial advisor), discuss how to emphasize the pursuit of time freedom even before financial independence. We typically hear that financial freedom brings us time freedom. What if we flip that script? Our guest suggested that a fulfilling work-life balance earlier...

In the podcast episode of "Money & You," host Michelle Perkins engages with entrepreneur and coach Katrina van Oudheusden, former chef and now CEO of Truth Bomb Marketing. Katrina focuses on the unique challenges faced by female entrepreneurs. The discussion centers on the physiological, hormonal, and emotional differences between men and women in business, particularly regarding productivity...

In this podcast episode, host Michelle Perkins engages in a discussion with financial advisor Morgan E. Nichols, is a financial advisor and author of "Intentional Legacy." She is passionate about helping individuals and families align their financial choices with their core values and create a meaningful legacy. Focusing on the relationship between mindset and money management. The conversation em...

In this episode of the Money & You Show, Michelle Perkins talks financial planning with her guest, Jennifer Strong CFP® AEP® a seasoned financial planner who has personal experience in navigating severe financial challenges and now helps others to do the same.  The conversation emphasizes the importance of adapting financial strategies at different life stages and the necessity of regular comm...

In the first podcast episode of 2026, host Michelle Perkins and her guest Deborah Pardes, discuss the importance of play in our lives, and its potential, surprising benefits for personal and professional growth. The guest emphasizes the need to prioritize play as a means of enhancing well-being and creativity. She’s the founder of “The Payfull Society,” which brings people together IRL to explore...

In this episode of the "Money & You" podcast, host Michelle Perkins speaks with Shauna A. Wekherlie, considered to be in the Top 1% of Tax Strategists in the USA, MTax, CTC, CTP, CTS, specializing in Business Tax Strategy & Real Estate. The “Tax Goddess” has saved over $2.03 BILLION in Taxes for her clients.  A strategic CPA (with a masters in tax) and a great sense of humor, she provides...