NoBS Wealth®

Hear from our third guest and Black Mammoth's newest member of the team, Lyndsey Monahan. In this podcast episode you'll get know her through her humble beginnings on a Turkey farm in Illinois, eight years of experience as a licensed financial professional, and how what she learned in the computer programming world led her to where she is today.  The whole focus of the NoBS Wealth podcas...

Derren Burrell, Lieutenant Colonel (Retired) has over 27 years as a professional financial manager in both public and private sectors.  He is the Founder & President of Veteran Ventures Capital, an investment and consulting firm focused on scaling veteran-owned businesses. In this capacity he oversees all aspects of the company operations and fund management.  Time stamps:  2:25: Background on...

Do you budget? How do you feel about it?  Do you have any goals around budgeting in 2022? Join us as we discuss all the in's and out's of budgeting. This includes: -The definition of budgeting -Where do you start? -What's coming in? -How do you trim? -How do you earn more? All of that and more is discussed in this episode. Thank you for listening! The whole focus of the NoBS Wealth...

New year resolutions done right. We discuss: Hiring a financial planner Listening to a previous episode Gathering necessary information to understand your finances  Comparing 2021 to 2020 Making adjustments  Hiring a financial planner!!! The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business...

00:00 intro 2:50 How to close out the end of the year 7:00 Remaining happy, fun accounts, living in the now 8:30 Keeping an eye on interest rates, good vs bad debt 12:20 Employee benefits  13:20 Taking time to reflect 25:40 Where the market is at 29:40 Should you invest now? 33:00 Inflation concerns 40:00 Trinity, commercial real estate  48:00 Advice going into the new year 49:00 Money mindset 202...

Join us as we have our first guest, Sheryl Hickerson: CEO of Females and Finance.  We discuss her background, what Females and Finance was born out of, abundance vs scarcity, inclusivity, empathy, why people have been avoiding hiring professionals and much more! https://femalesandfinance.com/ https://femalesandfinance.com/basic-membership-registration  code: NOBSWEALTH - first ten to sign up get a...

 How important are wills and trusts? What are common misconceptions around them? Why should you use a CFP? We also discuss industry bullies, self directives, HSA's, and much more.  The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k's, benefits and much, mu...

What is Black Mammoth? What services do we offer? Take the journey with us in this episode as we walk through how we talk to clients about budgeting, investing, business planning, portfolios, and much, much more.  The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k&a...

Get to know the CEO and Founder of Black Mammoth, Stoy Hall. In this episode, he talks about his Midwest origins, his upbringing, and how his experience as a D1 football player led him to being passionate about financial education.  The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employ...

Get to know Ryan Hall, Wealth Management Associate at Black Mammoth.  He talks about his upbringing, his experience as a college athlete and how it shaped him. He also dives into his philosophy of helping people manage their money and how he came into this position at Black Mammoth.   The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking a...

Get to know Lisa Grefe, a Wealth Management Advisor at Black Mammoth. She talks about her college experience which includes her journey to becoming a professional soccer player. In this episode she will dive into her 15+ years of experience in the sports business, HR and education sectors and how she landed at Black Mammoth.  The whole focus of this podcast will be changing your money mindset and...

A short introduction explaining what the podcast is about.  If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one. New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.