The Wealth and Income Podcast

If you are over 50 and taking advantage of the catch-up provision in your 401(k), there could be some changes in how 401(k) companies are required to allocate those dollars. If you are under 50, you should still listen to this one. The potential changes could signal a broader shift in how the IRS looks at near-term vs. long-term tax revenue from qualified plans. Join us as we walk through the mind...

A look through the lens of Mindset - Strategy - Tools at some of the challenges in the current interest rate environment.  From a mindset standpoint, the key message today is don’t get stuck in how things have been done in the past just because they have been done that way.  As they say in military circles, “The enemy always gets a vote.”  When the world adjusts, it is important to be flexible in...

This week, Mary and Eric discuss managing entrepreneurial finances from a creative perspective rather than crowdsourcing your strategies and building your financial plan by consensus. Are you playing an entrepreneur's game with W2 strategies?

Mary and Eric discuss financial scorecards using mindset, strategy, and tools to help establish a financial roadmap based on personal values, success, and happiness principles. It’s hard to be patient without a plan, and by building a tailored scorecard, you can more easily track progress towards your end goals.

Mary and Eric discuss the nuances of financial education and financial advice. Then Eric shares his new educational enterprise, Acorn Grove, including plans for mastermind and accelerator groups to broaden and expand access to financial education.

One of my hero’s is Zig Ziglar.  He had hundreds of quotes about money and life.  One of the most insightful is “money won’t make you happy . . . but everybody wants to find out for themselves”.   This is so true and I have seen it show up in my life and the lives of so many clients over the years that it is almost a cliche.  The pursuit of the all mighty dollar is not a bad thing, as Zig says,  “...

It is fairly common when talking about retirement for words like equity, bond, 401k, and Roth IRA to all be a part of the conversation.  However, when the idea of insurance as one of the assets that can be used in planning, we often see a “skip in the record” in the client's mind.  Inevitably, the next words that come out typically start with something like, “But I heard . . . . “.   For whatever...

It is fairly common when talking about retirement for words like equity, bond, 401k, and Roth IRA to all be a part of the conversation.  However, when the idea of insurance as one of the assets that can be used in planning, we often see a “skip in the record” in the client's mind.  Inevitably, the next words that come out typically start with something like, “But I heard . . . . “.   For whatever...

It is fairly common when talking about retirement for words like equity, bond, 401k, and Roth IRA to all be a part of the conversation.  However, when idea of insurance as one of the assets that can be used in planning, we often see a “skip in the record” in the client's mind.  Inevitably, the next words that come out typically start with something like, “But I heard . . . . “.   For whatever reas...

When it comes to building wealth and managing risk, we like to believe we have ice in our veins. In our experience, very few are immune to the effects of uncertainty. Yet risk, uncertainty, and our reactions to it can be a major factor in our ability to build wealth. Join us for the final episode as Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group talk with Ian Cron about...

One of the most critical and transformational conversations you can have is also the one that tends to get overlooked the most. That is the conversation around legacy. When you know what makes you truly fulfilled and when you become clear on your purpose, it can bring power and direction to the day to day like nothing else can. Join us for week 7 of 8 as Mary Lyons, the Wealth Woman, and Eric Alex...

It has been said that money is simply a tool to get what you need. Yet very often we give money more power and influence over our lives than it deserves. Join us for week 6 of 8 as Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group talk with Ian Cron about the the key questions each enneagram type needs to explore. Why do we work, how do we look at money, and how should we...

Last week we talked about how to approach your partner when it comes to making big life and money choices. Join us for week 5 of 8 as Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group talk with Ian Cron about flipping the script. This week we talk about the best way to "show up" for that same dialogue so you are bringing your best self to the wealth building conversation....

Big decisions, especially when it comes to building wealth, are rarely done in a vacuum. There is usually a spouse, a partner, or mentor in the mix. Join us for week 4 of 8 as Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group talk with Ian Cron about how to approach other Enneagram types in order to make the money conversations more positive and fruitful. Ian Morgan Cron i...

Join us for week 3 of 8 as Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group talk with Ian Cron about the Enneagram system and how they it relates building wealth. The first two episodes were really a primer on the enneagram system. Today we get into some of the key motivations and drives for each of the types and how those motivations affect the choices we make about mone...

Join us for week 2 of 8 as Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group talk with Ian Cron about the Enneagram system and how they it relates building wealth.  Today’s episode is a break down of what “healthy and unhealthy” looks like for each of the 9 Enneagram types and how that can impact our choices.  Ian Morgan Cron is a renowned teacher of the Enneagram, the bes...

Over the next 8 weeks Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group talk with Ian Cron about the Enneagram system and how they relate to finance and building wealth.  Today’s episode is an overview of each of the 9 Enneagram types as well as their core motivations and fears.  Ian Morgan Cron is a renowned teacher of the Enneagram, the bestselling author of The Road Bac...

In this week’s episode, Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group introduce an existing project that they have been working on.  Assessment: iEQ9 Couples Assessment or iEQ9 Individual Assessment . Discount code:  BENCHMARK to receive 20% off any assessment. 

In this week’s episode, Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group debunk simple advice that was found on social media. They go through calculations and show how a quote from the internet might sound good but isn't as realistic as it looks. 

In this week’s episode, Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group are joined by Tresa Todd. As a speaker, author and CEO, Tresa's call is to inspire women to step into their best lives. She is the Founder and CEO of the Dallas Women's Real Estate Investors Association. Tresa has been speaking and teaching for over a decade. She is a certified life coach and a gradu...

In this week’s episode, Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group are joined by Sarah Kowalski to discuss how to be a single mom & financially set up to do so. Sarah Kowalski is the author of Motherhood Reimagined and a Life Coach for single mother's by choice. She is a go to guide for women who are contemplating single motherhood, seeking help with fertility or ra...

In this week’s episode, Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group are joined by David Hollenbach to discuss how to transform failure into fuel for your future. David is a retired fire department battalion chief, international best selling author, professional speaker, & owner of Hollenbach Leadership.

In this week’s episode, Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group are joined by Harlan Accola to talk about reverse mortgages. Harlan has been in the mortgage industry for over 20 years and is the author of the book "Home Equity & Reverse Mortgages".  

In this week’s episode, Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group discuss what to do if you win the lottery or if you come into a large sum of money. 

In this week’s episode, Mary Lyons, the Wealth Woman, and Eric Alexander of Benchmark Income Group are joined by Tony Lopes to discuss creating freedom in your own life. Tony Lopes is the CEO & founder of Dirty Boots Capital, author of Freedom at Risk, a GP for a real estate syndicator, and consultant.